feat: add campaign copying scheduling and residual handling

This commit is contained in:
2026-08-07 14:54:04 +02:00
parent 696f8f6385
commit c2efd6b7bd
35 changed files with 3359 additions and 39 deletions
@@ -1,10 +1,11 @@
import { useEffect, useMemo, useState } from "react";
import { Archive, Copy, ExternalLink, LockKeyhole, LockOpen, Trash2 } from "lucide-react";
import { Archive, CalendarClock, Copy, ExternalLink, LockKeyhole, LockOpen, Pause, Play, Trash2 } from "lucide-react";
import { Link } from "react-router";
import type { ApiSettings, AuthInfo } from "../../types";
import { Button } from "@govoplan/core-webui";
import { Card } from "@govoplan/core-webui";
import { ConfirmDialog } from "@govoplan/core-webui";
import { Dialog } from "@govoplan/core-webui";
import { FormField } from "@govoplan/core-webui";
import { LoadingFrame } from "@govoplan/core-webui";
import { MetricCard } from "@govoplan/core-webui";
@@ -17,13 +18,19 @@ import {
archiveCampaign,
archiveCampaignVersion,
copyCampaign,
createCampaignSchedule,
deleteCampaign,
getCampaignLifecyclePolicy,
lockCampaignVersionPermanently,
lockCampaignVersionTemporarily,
unlockCampaignVersionUserLock,
listCampaignSchedules,
setCampaignScheduleState,
updateCampaignMetadata,
type CampaignSchedule,
type CampaignScheduleCreate,
type CampaignLifecyclePolicy,
type CampaignCopyOptions,
type CampaignVersionDetail,
type CampaignVersionListItem } from
"../../api/campaigns";
@@ -51,6 +58,34 @@ type PendingLifecycleAction = {
policy: CampaignLifecyclePolicy;
version?: CampaignVersionListItem;
} | null;
const defaultCopyOptions: CampaignCopyOptions = {
name: "",
external_id: "",
include_recipients: true,
include_files: true,
include_shares: false,
include_policies: true,
include_mail_profile: true
};
function defaultScheduleDraft(): CampaignScheduleCreate {
const start = new Date(Date.now() + 60 * 60 * 1000);
start.setSeconds(0, 0);
return {
source_version_id: "",
name: "",
recurrence_kind: "once",
interval_count: 1,
timezone: Intl.DateTimeFormat().resolvedOptions().timeZone || "UTC",
starts_at: localDateTimeValue(start),
max_occurrences: 1,
include_recipients: true,
include_files: true,
include_shares: false,
include_policies: true,
include_mail_profile: true
};
}
export default function CampaignOverviewPage({ settings, auth, campaignId }: {settings: ApiSettings;auth: AuthInfo;campaignId: string;}) {
const navigate = useGuardedNavigate();
@@ -65,12 +100,18 @@ export default function CampaignOverviewPage({ settings, auth, campaignId }: {se
const [pendingLockAction, setPendingLockAction] = useState<PendingLockAction>(null);
const [lockBusy, setLockBusy] = useState(false);
const [pendingLifecycleAction, setPendingLifecycleAction] = useState<PendingLifecycleAction>(null);
const [copyOptions, setCopyOptions] = useState<CampaignCopyOptions>(defaultCopyOptions);
const [lifecycleBusy, setLifecycleBusy] = useState(false);
const [message, setMessage] = useState("");
const [schedules, setSchedules] = useState<CampaignSchedule[]>([]);
const [scheduleDialogOpen, setScheduleDialogOpen] = useState(false);
const [scheduleDraft, setScheduleDraft] = useState<CampaignScheduleCreate>(defaultScheduleDraft);
const [scheduleBusy, setScheduleBusy] = useState(false);
const versionMetrics = useMemo(() => campaignVersionMetrics(data.currentVersion), [data.currentVersion]);
const canArchive = Boolean(campaign) && campaign?.status !== "archived" && hasScope(auth, "campaigns:campaign:archive");
const canDelete = Boolean(campaign) && campaign?.status === "draft" && hasScope(auth, "campaigns:campaign:delete");
const canCopy = Boolean(data.currentVersion) && hasScope(auth, "campaigns:campaign:copy") && hasScope(auth, "campaigns:recipient:read");
const canCopy = Boolean(data.currentVersion) && hasScope(auth, "campaigns:campaign:copy");
const canSchedule = Boolean(data.currentVersion) && hasScope(auth, "campaigns:campaign:schedule") && hasScope(auth, "campaigns:campaign:copy");
useUnsavedDraftGuard({
dirty: identityDirty,
@@ -97,6 +138,20 @@ export default function CampaignOverviewPage({ settings, auth, campaignId }: {se
});
}, [campaign, identityDirty]);
useEffect(() => {
if (!campaign?.id) {
setSchedules([]);
return;
}
let active = true;
void listCampaignSchedules(settings, campaign.id).then((items) => {
if (active) setSchedules(items);
}).catch((err) => {
if (active) setError(err instanceof Error ? err.message : String(err));
});
return () => { active = false; };
}, [campaign?.id, settings, setError]);
function patchIdentity(key: keyof typeof identity, value: string) {
setIdentity((current) => ({ ...current, [key]: value }));
setIdentityDirty(true);
@@ -177,6 +232,13 @@ export default function CampaignOverviewPage({ settings, auth, campaignId }: {se
setError(decision?.reason || "This lifecycle action is not available for the current campaign state.");
return;
}
if (action === "copy_campaign") {
setCopyOptions({
...defaultCopyOptions,
name: `${campaign.name} (copy)`,
include_recipients: hasScope(auth, "campaigns:recipient:read")
});
}
setPendingLifecycleAction({ action, policy, version });
} catch (err) {
setError(err instanceof Error ? err.message : String(err));
@@ -201,7 +263,7 @@ export default function CampaignOverviewPage({ settings, auth, campaignId }: {se
navigate("/campaigns");
return;
} else if (pending.action === "copy_campaign" && pending.version) {
const created = await copyCampaign(settings, campaign.id, pending.version.id, pending.policy.state_token);
const created = await copyCampaign(settings, campaign.id, pending.version.id, pending.policy.state_token, copyOptions);
setPendingLifecycleAction(null);
navigate(`/campaigns/${created.campaign.id}`);
return;
@@ -218,6 +280,57 @@ export default function CampaignOverviewPage({ settings, auth, campaignId }: {se
}
}
function openScheduleDialog() {
if (!campaign || !data.currentVersion) return;
setScheduleDraft({
...defaultScheduleDraft(),
source_version_id: data.currentVersion.id,
name: campaign.name,
include_recipients: hasScope(auth, "campaigns:recipient:read")
});
setScheduleDialogOpen(true);
}
async function submitSchedule() {
if (!campaign || scheduleBusy) return;
setScheduleBusy(true);
setError("");
try {
const created = await createCampaignSchedule(settings, campaign.id, {
...scheduleDraft,
starts_at: new Date(scheduleDraft.starts_at).toISOString(),
max_occurrences: scheduleDraft.recurrence_kind === "once" ? 1 : scheduleDraft.max_occurrences
});
setSchedules((current) => [created, ...current]);
setScheduleDialogOpen(false);
setMessage("Campaign schedule created. Each occurrence prepares a fresh draft for review; it does not send automatically.");
} catch (err) {
setError(err instanceof Error ? err.message : String(err));
} finally {
setScheduleBusy(false);
}
}
async function toggleSchedule(schedule: CampaignSchedule) {
if (!campaign || scheduleBusy) return;
setScheduleBusy(true);
setError("");
try {
const updated = await setCampaignScheduleState(
settings,
campaign.id,
schedule.id,
!schedule.active,
schedule.resource_revision
);
setSchedules((current) => current.map((item) => item.id === updated.id ? updated : item));
} catch (err) {
setError(err instanceof Error ? err.message : String(err));
} finally {
setScheduleBusy(false);
}
}
return (
<div className="content-pad workspace-data-page">
<div className="page-heading split workspace-heading">
@@ -233,6 +346,13 @@ export default function CampaignOverviewPage({ settings, auth, campaignId }: {se
<Copy size={16} aria-hidden="true" />
Copy campaign
</Button>}
{canSchedule && <Button
onClick={openScheduleDialog}
disabled={loading || savingIdentity || lockBusy || lifecycleBusy || identityDirty}
disabledReason={identityDirty ? "Save or discard overview changes before scheduling." : undefined}>
<CalendarClock size={16} aria-hidden="true" />
Schedule
</Button>}
{canDelete && <Button
variant="danger"
onClick={() => void prepareLifecycleAction("delete_campaign")}
@@ -287,6 +407,37 @@ export default function CampaignOverviewPage({ settings, auth, campaignId }: {se
</div>
</Card>
{(canSchedule || schedules.length > 0) && <Card
title="Schedules"
collapsible
actions={canSchedule ? <Button onClick={openScheduleDialog}>
<CalendarClock size={16} aria-hidden="true" />
Add schedule
</Button> : undefined}>
<p className="muted small-note">Due occurrences prepare independent campaign drafts. Validation, review, approval, and delivery are never started by the schedule.</p>
{schedules.length === 0 ? <p className="muted">No schedules configured.</p> : <div className="campaign-schedule-list">
{schedules.map((schedule) => <div className="campaign-schedule-row" key={schedule.id}>
<div className="campaign-schedule-main">
<strong>{schedule.name}</strong>
<span>{scheduleCadence(schedule)} · {schedule.occurrence_count}/{schedule.max_occurrences} prepared</span>
{schedule.next_fire_at && <span>Next: {formatDateTime(schedule.next_fire_at)}</span>}
{schedule.last_error && <span className="danger-text">Paused: {schedule.last_error}</span>}
</div>
<div className="button-row compact-actions">
{schedule.last_campaign_id && <Link className="btn btn-secondary" to={`/campaigns/${schedule.last_campaign_id}`}>Open latest draft</Link>}
{schedule.next_fire_at && <Button
iconOnly
aria-label={schedule.active ? "Pause schedule" : "Resume schedule"}
title={schedule.active ? "Pause schedule" : "Resume schedule"}
disabled={scheduleBusy || !canSchedule}
onClick={() => void toggleSchedule(schedule)}>
{schedule.active ? <Pause size={16} aria-hidden="true" /> : <Play size={16} aria-hidden="true" />}
</Button>}
</div>
</div>)}
</div>}
</Card>}
<Card title="Versions" collapsible actions={<div className="button-row compact-actions">
{archivedVersionCount > 0 && <ToggleSwitch
label={`Show archived (${archivedVersionCount})`}
@@ -335,7 +486,7 @@ export default function CampaignOverviewPage({ settings, auth, campaignId }: {se
</LoadingFrame>
<ConfirmDialog
open={Boolean(pendingLifecycleAction)}
open={Boolean(pendingLifecycleAction && pendingLifecycleAction.action !== "copy_campaign")}
title={lifecycleDialogTitle(pendingLifecycleAction)}
message={lifecycleDialogMessage(pendingLifecycleAction)}
confirmLabel={lifecycleDialogLabel(pendingLifecycleAction)}
@@ -344,6 +495,119 @@ export default function CampaignOverviewPage({ settings, auth, campaignId }: {se
onCancel={() => setPendingLifecycleAction(null)}
onConfirm={() => void applyLifecycleAction()} />
<Dialog
open={pendingLifecycleAction?.action === "copy_campaign"}
title="Copy campaign"
className="campaign-copy-dialog"
helpContextId="campaigns.action.copy-campaign"
closeDisabled={lifecycleBusy}
onClose={() => setPendingLifecycleAction(null)}
footer={<>
<Button onClick={() => setPendingLifecycleAction(null)} disabled={lifecycleBusy}>Cancel</Button>
<Button variant="primary" onClick={() => void applyLifecycleAction()} disabled={lifecycleBusy || !copyOptions.name?.trim()}>
{lifecycleBusy ? "Creating copy..." : "Create copy"}
</Button>
</>}>
<div className="campaign-copy-form">
<p className="muted small-note">
Create a new draft from version #{pendingLifecycleAction?.version?.version_number ?? "?"}. Delivery jobs, outcomes, locks, reports, and audit evidence are never copied.
</p>
<div className="campaign-copy-identity">
<FormField label="Campaign name" help="The new campaign receives an independent identity and version history.">
<input value={copyOptions.name ?? ""} onChange={(event) => setCopyOptions((current) => ({ ...current, name: event.target.value }))} />
</FormField>
<FormField label="Campaign ID" help="Leave blank to generate a unique ID from the source campaign.">
<input value={copyOptions.external_id ?? ""} onChange={(event) => setCopyOptions((current) => ({ ...current, external_id: event.target.value }))} placeholder="Generated automatically" />
</FormField>
</div>
<div className="campaign-copy-options">
<CopyOption
label="Recipients"
detail="Global address headers, recipient rows, imported audience provenance, and per-recipient values."
checked={copyOptions.include_recipients}
disabled={!hasScope(auth, "campaigns:recipient:read")}
onChange={(checked) => setCopyOptions((current) => ({ ...current, include_recipients: checked }))} />
<CopyOption
label="Files"
detail="Campaign and recipient attachment rules. Managed files remain owned by Files and are referenced, not duplicated."
checked={copyOptions.include_files}
onChange={(checked) => setCopyOptions((current) => ({ ...current, include_files: checked }))} />
<CopyOption
label="Shares"
detail="Current active user and group shares. Ownership always starts with the account creating the copy."
checked={copyOptions.include_shares}
disabled={!hasScope(auth, "campaigns:campaign:share")}
onChange={(checked) => setCopyOptions((current) => ({ ...current, include_shares: checked }))} />
<CopyOption
label="Policies"
detail="Validation behavior and campaign settings."
checked={copyOptions.include_policies}
onChange={(checked) => setCopyOptions((current) => ({ ...current, include_policies: checked }))} />
<CopyOption
label="Mail profile"
detail="References to the reusable Mail profile, its campaign policy, server selections, and credential selections. Secrets are never copied into Campaign."
checked={copyOptions.include_mail_profile}
onChange={(checked) => setCopyOptions((current) => ({ ...current, include_mail_profile: checked }))} />
</div>
</div>
</Dialog>
<Dialog
open={scheduleDialogOpen}
title="Schedule campaign drafts"
className="campaign-schedule-dialog"
helpContextId="campaigns.action.schedule-drafts"
closeDisabled={scheduleBusy}
onClose={() => setScheduleDialogOpen(false)}
footer={<>
<Button onClick={() => setScheduleDialogOpen(false)} disabled={scheduleBusy}>Cancel</Button>
<Button variant="primary" onClick={() => void submitSchedule()} disabled={scheduleBusy || !scheduleDraft.name.trim() || !scheduleDraft.starts_at}>
{scheduleBusy ? "Creating schedule..." : "Create schedule"}
</Button>
</>}>
<DismissibleAlert tone="info" resetKey="campaign-schedule-safety">
A schedule creates a fresh draft at each due time. It never validates, approves, queues, or sends messages automatically.
</DismissibleAlert>
<div className="campaign-schedule-form">
<FormField label="Draft name">
<input value={scheduleDraft.name} onChange={(event) => setScheduleDraft((current) => ({ ...current, name: event.target.value }))} />
</FormField>
<FormField label="First occurrence">
<input type="datetime-local" value={scheduleDraft.starts_at} onChange={(event) => setScheduleDraft((current) => ({ ...current, starts_at: event.target.value }))} />
</FormField>
<FormField label="Recurrence">
<select value={scheduleDraft.recurrence_kind} onChange={(event) => {
const recurrence_kind = event.target.value as CampaignSchedule["recurrence_kind"];
setScheduleDraft((current) => ({ ...current, recurrence_kind, max_occurrences: recurrence_kind === "once" ? 1 : Math.max(2, current.max_occurrences) }));
}}>
<option value="once">Once</option>
<option value="daily">Daily</option>
<option value="weekly">Weekly</option>
<option value="monthly">Monthly</option>
</select>
</FormField>
{scheduleDraft.recurrence_kind !== "once" && <FormField label="Every">
<div className="campaign-schedule-interval">
<input type="number" min={1} max={365} value={scheduleDraft.interval_count} onChange={(event) => setScheduleDraft((current) => ({ ...current, interval_count: Math.max(1, Number(event.target.value) || 1) }))} />
<span>{scheduleDraft.recurrence_kind.replace("ly", "")} interval(s)</span>
</div>
</FormField>}
{scheduleDraft.recurrence_kind !== "once" && <FormField label="Maximum occurrences" help="Recurring schedules are bounded. Create a new schedule if the approved plan changes.">
<input type="number" min={2} max={1000} value={scheduleDraft.max_occurrences} onChange={(event) => setScheduleDraft((current) => ({ ...current, max_occurrences: Math.max(2, Number(event.target.value) || 2) }))} />
</FormField>}
<FormField label="Timezone">
<input value={scheduleDraft.timezone} onChange={(event) => setScheduleDraft((current) => ({ ...current, timezone: event.target.value }))} />
</FormField>
</div>
<div className="campaign-copy-options">
<CopyOption label="Recipients" detail="Recipient rows and values used to prepare each draft." checked={scheduleDraft.include_recipients} disabled={!hasScope(auth, "campaigns:recipient:read")} onChange={(checked) => setScheduleDraft((current) => ({ ...current, include_recipients: checked }))} />
<CopyOption label="Files" detail="Attachment rules and Files references; generated evidence is never copied." checked={scheduleDraft.include_files} onChange={(checked) => setScheduleDraft((current) => ({ ...current, include_files: checked }))} />
<CopyOption label="Shares" detail="Current active shares are sealed when the schedule is created." checked={scheduleDraft.include_shares} disabled={!hasScope(auth, "campaigns:campaign:share")} onChange={(checked) => setScheduleDraft((current) => ({ ...current, include_shares: checked }))} />
<CopyOption label="Policies" detail="Campaign and validation policy configuration." checked={scheduleDraft.include_policies} onChange={(checked) => setScheduleDraft((current) => ({ ...current, include_policies: checked }))} />
<CopyOption label="Mail profile" detail="Reusable Mail profile references; credentials remain Mail-owned." checked={scheduleDraft.include_mail_profile} onChange={(checked) => setScheduleDraft((current) => ({ ...current, include_mail_profile: checked }))} />
</div>
</Dialog>
<ConfirmDialog
open={Boolean(pendingLockAction)}
title={lockDialogTitle(pendingLockAction)}
@@ -358,6 +622,42 @@ export default function CampaignOverviewPage({ settings, auth, campaignId }: {se
}
function localDateTimeValue(value: Date): string {
const local = new Date(value.getTime() - value.getTimezoneOffset() * 60_000);
return local.toISOString().slice(0, 16);
}
function scheduleCadence(schedule: CampaignSchedule): string {
if (schedule.recurrence_kind === "once") return "One time";
const unit = { daily: "day", weekly: "week", monthly: "month" }[schedule.recurrence_kind];
return schedule.interval_count === 1 ? schedule.recurrence_kind : `Every ${schedule.interval_count} ${unit}s`;
}
function CopyOption({
label,
detail,
checked,
disabled = false,
onChange
}: {
label: string;
detail: string;
checked: boolean;
disabled?: boolean;
onChange: (checked: boolean) => void;
}) {
return <div className={`campaign-copy-option ${disabled ? "is-disabled" : ""}`}>
<div><strong>{label}</strong><small>{detail}</small></div>
<ToggleSwitch
label={`Copy ${label.toLowerCase()}`}
inactiveLabel="Exclude"
activeLabel="Include"
checked={checked}
disabled={disabled}
onChange={onChange} />
</div>;
}
type TemplateHealthTone = "neutral" | "good" | "warning" | "danger" | "info";
type CampaignVersionMetrics = {