feat(document-library): zentrale Doc-Übersicht + Workflow-Auto-Select (Phase 3)
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Neue Compliance-Admin-Seite /sdk/document-library: zeigt alle compliance_
legal_documents mit aktueller Version, gruppiert nach Empfehlungs-Klassi-
fikation, filterbar nach Status + Volltextsuche.
Backend (Service + Routes):
- LegalDocumentService.list_documents_with_versions() — JOIN über docs +
latest/published version in einem Roundtrip statt N+1
- GET /api/v1/compliance/legal-documents/documents-with-versions
liefert {documents:[{...doc, latest_version, published_version}]}
Admin-Frontend:
- app/sdk/document-library/page.tsx (350 LOC)
- Lädt Docs + Recommend parallel
- Mapped jedes Doc per .type → Recommend-Item (klassifiziert in
required/recommended/optional/uncategorized)
- 4 Sektionen mit Klassifikations-Chip + Anzahl-Badge
- Tabelle pro Sektion: Titel · Type · Status · Version · Geändert · Override
- Status-Filter (alle / draft / review_internal / review_client /
approved / published / archived / rejected)
- Klick auf Zeile → /sdk/workflow?doc=<uuid>
- Empty state mit Link zum Generator (Bulk-Modus)
- workflow/page.tsx: auto-select bei ?doc=<uuid> URL-Param
- lib/sdk/types/sdk-steps.ts: 'document-library' bei seq=2500 im Paket
'dokumentation' registriert (sichtbar in der SDK-Sidebar)
Workflow-Hookup vervollständigt: Library → click → Workflow öffnet
direkt das gewünschte Dokument im SplitViewEditor, keine manuelle
Selektion über DocumentSelectorBar mehr nötig.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
@@ -0,0 +1,350 @@
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'use client'
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/**
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* Document-Library — zentraler Tab für alle für den Mandanten erzeugten
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* Dokumente. Listet compliance_legal_documents + jeweils latest/published
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* Version, gruppiert nach Empfehlungs-Klassifikation (required/recommended/
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* optional/uncategorized).
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*
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* Recommend-Engine (compliance_template_rules) wird gegen das aktuelle
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* CompanyProfile + ComplianceScope ausgewertet, um document_type → Klassifi-
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* kation zu mappen.
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*
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* Click auf eine Zeile → /sdk/workflow?doc=<uuid> (Workflow-Editor öffnet
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* den Doc automatisch).
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*/
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import { useEffect, useMemo, useState } from 'react'
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import { useRouter } from 'next/navigation'
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import { useSDK } from '@/lib/sdk'
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import { StepHeader } from '@/components/sdk/StepHeader'
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import type { CompanyProfile } from '@/lib/sdk/types/company-profile'
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import type { ComplianceScopeState } from '@/lib/sdk/compliance-scope-types/state'
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const DOCS_ENDPOINT = '/api/sdk/v1/compliance/legal-documents/documents-with-versions'
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const RECOMMEND_ENDPOINT = '/api/sdk/v1/compliance/recommend'
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type Classification = 'required' | 'recommended' | 'optional' | 'uncategorized'
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type VersionStatus =
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| 'draft' | 'review' | 'review_internal' | 'review_client'
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| 'approved' | 'published' | 'archived' | 'rejected'
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interface DocVersion {
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id: string
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document_id: string
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version: string
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status: VersionStatus
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title: string
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created_at: string
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updated_at: string | null
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approved_internal_at: string | null
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approved_client_at: string | null
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}
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interface DocWithVersions {
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id: string
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type: string
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name: string
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description: string | null
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created_at: string
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updated_at: string | null
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latest_version: DocVersion | null
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published_version: DocVersion | null
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}
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interface Rec {
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document_type: string
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title: string
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classification: 'required' | 'recommended' | 'optional'
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source_citation: string
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override_applied: boolean
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}
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export default function DocumentLibraryPage() {
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const { state } = useSDK()
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const router = useRouter()
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const [docs, setDocs] = useState<DocWithVersions[]>([])
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const [recommendations, setRecommendations] = useState<Map<string, Rec>>(new Map())
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const [loading, setLoading] = useState(true)
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const [error, setError] = useState<string | null>(null)
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const [search, setSearch] = useState('')
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const [statusFilter, setStatusFilter] = useState<VersionStatus | 'all'>('all')
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useEffect(() => {
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let cancelled = false
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async function load() {
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setLoading(true)
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setError(null)
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try {
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const profile = buildRecommendProfile(state.companyProfile ?? null, state.complianceScope ?? null)
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const [docsRes, recRes] = await Promise.all([
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fetch(DOCS_ENDPOINT),
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fetch(RECOMMEND_ENDPOINT, {
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method: 'POST',
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headers: { 'Content-Type': 'application/json' },
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body: JSON.stringify({
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profile,
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compliance_depth_level: profile.compliance_depth_level ?? 'L2',
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}),
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}),
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])
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if (!docsRes.ok) throw new Error(`Docs-API: ${docsRes.status}`)
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if (!recRes.ok) throw new Error(`Recommend-API: ${recRes.status}`)
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const docsData = await docsRes.json() as { documents: DocWithVersions[] }
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const recData = await recRes.json()
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const recMap = new Map<string, Rec>()
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for (const cls of ['required', 'recommended', 'optional'] as const) {
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for (const item of (recData[cls] ?? []) as Rec[]) {
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recMap.set(item.document_type, { ...item, classification: cls })
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}
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}
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if (!cancelled) {
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setDocs(docsData.documents ?? [])
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setRecommendations(recMap)
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}
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} catch (e) {
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if (!cancelled) setError((e as Error).message)
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} finally {
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if (!cancelled) setLoading(false)
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}
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}
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load()
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return () => { cancelled = true }
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}, [state.companyProfile, state.complianceScope])
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const grouped = useMemo(() => {
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const groups: Record<Classification, DocWithVersions[]> = {
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required: [], recommended: [], optional: [], uncategorized: [],
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}
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const q = search.toLowerCase().trim()
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for (const doc of docs) {
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// Filter
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if (q) {
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const hit =
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doc.name.toLowerCase().includes(q) ||
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doc.type.toLowerCase().includes(q) ||
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(doc.description?.toLowerCase() ?? '').includes(q)
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if (!hit) continue
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}
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if (statusFilter !== 'all') {
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const s = doc.latest_version?.status
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if (s !== statusFilter) continue
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}
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const rec = recommendations.get(doc.type)
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const klass: Classification = rec?.classification ?? 'uncategorized'
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groups[klass].push(doc)
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}
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return groups
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}, [docs, recommendations, search, statusFilter])
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const totalShown = grouped.required.length + grouped.recommended.length
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+ grouped.optional.length + grouped.uncategorized.length
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return (
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<div className="h-full flex flex-col bg-white">
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<StepHeader
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stepId="document-library"
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title="Document Library"
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description="Zentrale Übersicht aller erzeugten Dokumente — gruppiert nach Empfehlung (Pflicht/Empfohlen/Optional), gefiltert nach Status. Klick auf eine Zeile öffnet den Workflow-Editor."
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/>
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<div className="px-5 py-3 border-b border-gray-200 bg-gray-50 flex items-center gap-3 flex-wrap">
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<input
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type="text"
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placeholder="Suchen (Titel, Type, Beschreibung)…"
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value={search}
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onChange={(e) => setSearch(e.target.value)}
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className="text-sm px-3 py-1.5 border border-gray-300 rounded w-72"
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/>
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<select
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className="text-sm px-2 py-1.5 border border-gray-300 rounded bg-white"
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value={statusFilter}
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onChange={(e) => setStatusFilter(e.target.value as VersionStatus | 'all')}
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>
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<option value="all">Alle Stati</option>
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<option value="draft">Entwurf</option>
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<option value="review_internal">DSB-Prüfung</option>
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<option value="review_client">Mandanten-Prüfung</option>
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<option value="approved">Freigegeben</option>
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<option value="published">Live</option>
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<option value="archived">Archiviert</option>
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<option value="rejected">Abgelehnt</option>
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</select>
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<div className="ml-auto text-xs text-gray-600">
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{loading ? 'lädt…' : `${totalShown} sichtbar · ${docs.length} insgesamt`}
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</div>
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</div>
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{error && (
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<div className="m-5 p-3 text-sm text-rose-800 bg-rose-50 border border-rose-200 rounded">
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{error}
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</div>
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)}
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<div className="flex-1 overflow-y-auto">
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{!loading && docs.length === 0 && (
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<div className="p-8 text-center text-sm text-gray-500">
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Noch keine Dokumente vorhanden. Generiere welche über den{' '}
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<a href="/sdk/document-generator" className="underline text-blue-700">Document Generator</a>{' '}
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(Bulk-Modus „Empfohlene generieren →").
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</div>
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)}
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<Group
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title="Pflichtdokumente"
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chipCls="bg-rose-100 text-rose-800 border-rose-300"
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docs={grouped.required}
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recommendations={recommendations}
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onOpen={(id) => router.push(`/sdk/workflow?doc=${id}`)}
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/>
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<Group
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title="Empfohlene Dokumente"
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chipCls="bg-amber-100 text-amber-800 border-amber-300"
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docs={grouped.recommended}
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recommendations={recommendations}
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onOpen={(id) => router.push(`/sdk/workflow?doc=${id}`)}
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/>
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<Group
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title="Optionale Dokumente"
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chipCls="bg-slate-100 text-slate-700 border-slate-300"
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docs={grouped.optional}
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recommendations={recommendations}
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onOpen={(id) => router.push(`/sdk/workflow?doc=${id}`)}
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/>
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<Group
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title="Nicht klassifiziert"
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chipCls="bg-gray-100 text-gray-600 border-gray-300"
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docs={grouped.uncategorized}
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recommendations={recommendations}
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onOpen={(id) => router.push(`/sdk/workflow?doc=${id}`)}
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/>
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</div>
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</div>
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)
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}
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function Group({
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title, chipCls, docs, recommendations, onOpen,
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}: {
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title: string
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chipCls: string
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docs: DocWithVersions[]
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recommendations: Map<string, Rec>
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onOpen: (id: string) => void
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}) {
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if (docs.length === 0) return null
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return (
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<section className="border-b border-gray-200">
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<h3 className="px-5 py-2 bg-gray-50 text-sm font-semibold text-gray-700 flex items-center gap-2">
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<span className={`px-2 py-0.5 text-xs rounded border ${chipCls}`}>{title}</span>
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<span className="text-xs font-normal text-gray-500">{docs.length}</span>
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</h3>
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<table className="w-full text-sm">
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<thead className="text-xs uppercase text-gray-500">
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<tr>
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<th className="px-5 py-2 text-left">Titel</th>
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<th className="px-3 py-2 text-left">Type</th>
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<th className="px-3 py-2 text-left">Status</th>
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<th className="px-3 py-2 text-left">Version</th>
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<th className="px-3 py-2 text-left">Geändert</th>
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<th className="px-3 py-2 text-left">Override</th>
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</tr>
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</thead>
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<tbody>
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{docs.map((doc) => (
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<DocRow key={doc.id} doc={doc} rec={recommendations.get(doc.type)} onOpen={onOpen} />
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))}
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</tbody>
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</table>
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</section>
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)
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}
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function DocRow({
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doc, rec, onOpen,
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}: {
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doc: DocWithVersions
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rec: Rec | undefined
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onOpen: (id: string) => void
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}) {
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const latest = doc.latest_version
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const updated = doc.updated_at ?? doc.created_at
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return (
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<tr
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className="border-t border-gray-100 hover:bg-amber-50 cursor-pointer"
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onClick={() => onOpen(doc.id)}
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>
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<td className="px-5 py-2 font-medium text-gray-800">{doc.name}</td>
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<td className="px-3 py-2 text-xs"><code>{doc.type}</code></td>
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<td className="px-3 py-2">
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{latest ? <StatusBadge status={latest.status} /> : <span className="text-xs text-gray-400">—</span>}
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</td>
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<td className="px-3 py-2 text-xs text-gray-700">
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{latest?.version ?? '—'}
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{doc.published_version && doc.published_version.id !== latest?.id && (
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<span className="ml-1 text-emerald-700">(live: {doc.published_version.version})</span>
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)}
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</td>
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<td className="px-3 py-2 text-xs text-gray-500">
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{new Date(updated).toLocaleString('de-DE')}
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</td>
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<td className="px-3 py-2 text-xs">
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{rec?.override_applied && (
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<span className="px-1.5 py-0.5 bg-blue-50 text-blue-700 border border-blue-300 rounded">
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Override
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</span>
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)}
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</td>
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</tr>
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)
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}
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function StatusBadge({ status }: { status: VersionStatus }) {
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const map: Record<VersionStatus, { label: string; cls: string }> = {
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draft: { label: 'Entwurf', cls: 'bg-slate-100 text-slate-700 border-slate-300' },
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review: { label: 'Prüfung', cls: 'bg-amber-50 text-amber-800 border-amber-300' },
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review_internal: { label: 'DSB-Prüfung', cls: 'bg-amber-50 text-amber-800 border-amber-300' },
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review_client: { label: 'Mandant-Prüfung', cls: 'bg-blue-50 text-blue-800 border-blue-300' },
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approved: { label: 'Freigegeben', cls: 'bg-emerald-50 text-emerald-800 border-emerald-300' },
|
||||||
|
published: { label: 'Live', cls: 'bg-emerald-100 text-emerald-900 border-emerald-400 font-medium' },
|
||||||
|
archived: { label: 'Archiviert', cls: 'bg-gray-100 text-gray-600 border-gray-300' },
|
||||||
|
rejected: { label: 'Abgelehnt', cls: 'bg-rose-50 text-rose-800 border-rose-300' },
|
||||||
|
}
|
||||||
|
const { label, cls } = map[status] ?? { label: status, cls: 'bg-gray-100 text-gray-700 border-gray-300' }
|
||||||
|
return <span className={`px-1.5 py-0.5 text-xs rounded border ${cls}`}>{label}</span>
|
||||||
|
}
|
||||||
|
|
||||||
|
// ----- Profile-Builder (gleich wie in BulkGenerateModal — könnten wir später extrahieren) -----
|
||||||
|
|
||||||
|
function buildRecommendProfile(
|
||||||
|
companyProfile: CompanyProfile | null,
|
||||||
|
complianceScope: ComplianceScopeState | null,
|
||||||
|
): Record<string, unknown> {
|
||||||
|
const profile: Record<string, unknown> = {}
|
||||||
|
if (companyProfile) {
|
||||||
|
if (companyProfile.employeeCount) {
|
||||||
|
profile.org_employee_count = String(companyProfile.employeeCount).replace(/-/g, '_')
|
||||||
|
}
|
||||||
|
if (companyProfile.businessModel) {
|
||||||
|
profile.org_business_model = String(companyProfile.businessModel).toLowerCase().replace(/\s+/g, '_')
|
||||||
|
}
|
||||||
|
if (companyProfile.isDataProcessor) {
|
||||||
|
profile.comp_has_processors = 'yes'
|
||||||
|
}
|
||||||
|
}
|
||||||
|
if (complianceScope?.answers) {
|
||||||
|
for (const a of complianceScope.answers) {
|
||||||
|
if (!a.questionId) continue
|
||||||
|
if (a.value === null || a.value === undefined || a.value === '') continue
|
||||||
|
profile[a.questionId] = a.value
|
||||||
|
}
|
||||||
|
}
|
||||||
|
if (complianceScope?.decision?.determinedLevel) {
|
||||||
|
profile.compliance_depth_level = complianceScope.decision.determinedLevel
|
||||||
|
}
|
||||||
|
return profile
|
||||||
|
}
|
||||||
@@ -59,9 +59,18 @@ export default function WorkflowPage() {
|
|||||||
const res = await fetch('/api/admin/consent/documents')
|
const res = await fetch('/api/admin/consent/documents')
|
||||||
if (res.ok) {
|
if (res.ok) {
|
||||||
const data = await res.json()
|
const data = await res.json()
|
||||||
setDocuments(data.documents || [])
|
const list: Document[] = data.documents || []
|
||||||
if (data.documents?.length > 0 && !selectedDocument) {
|
setDocuments(list)
|
||||||
setSelectedDocument(data.documents[0])
|
// Auto-Select: erst ?doc=<uuid> URL-Param, sonst erstes Element
|
||||||
|
const params = typeof window !== 'undefined'
|
||||||
|
? new URLSearchParams(window.location.search)
|
||||||
|
: null
|
||||||
|
const wantedId = params?.get('doc')
|
||||||
|
const wanted = wantedId ? list.find((d) => d.id === wantedId) : null
|
||||||
|
if (wanted) {
|
||||||
|
setSelectedDocument(wanted)
|
||||||
|
} else if (list.length > 0 && !selectedDocument) {
|
||||||
|
setSelectedDocument(list[0])
|
||||||
}
|
}
|
||||||
}
|
}
|
||||||
} catch {
|
} catch {
|
||||||
|
|||||||
@@ -508,4 +508,18 @@ export const SDK_STEPS: SDKStep[] = [
|
|||||||
prerequisiteSteps: [],
|
prerequisiteSteps: [],
|
||||||
isOptional: true,
|
isOptional: true,
|
||||||
},
|
},
|
||||||
|
{
|
||||||
|
id: 'document-library',
|
||||||
|
seq: 2500,
|
||||||
|
phase: 2,
|
||||||
|
package: 'dokumentation',
|
||||||
|
order: 99,
|
||||||
|
name: 'Document Library',
|
||||||
|
nameShort: 'Library',
|
||||||
|
description: 'Zentrale Uebersicht aller erzeugten Dokumente, gruppiert nach Empfehlung',
|
||||||
|
url: '/sdk/document-library',
|
||||||
|
checkpointId: 'CP-DOCLIB',
|
||||||
|
prerequisiteSteps: [],
|
||||||
|
isOptional: false,
|
||||||
|
},
|
||||||
]
|
]
|
||||||
|
|||||||
@@ -74,6 +74,17 @@ async def list_documents(
|
|||||||
return service.list_documents(tenant_id, type)
|
return service.list_documents(tenant_id, type)
|
||||||
|
|
||||||
|
|
||||||
|
@router.get("/documents-with-versions", response_model=dict[str, Any])
|
||||||
|
async def list_documents_with_versions(
|
||||||
|
tenant_id: Optional[str] = Query(None),
|
||||||
|
type: Optional[str] = Query(None),
|
||||||
|
service: LegalDocumentService = Depends(_get_doc_service),
|
||||||
|
) -> dict[str, Any]:
|
||||||
|
"""Listet Docs inkl. jeweils latest + published Version — fuer Library-UI."""
|
||||||
|
with translate_domain_errors():
|
||||||
|
return service.list_documents_with_versions(tenant_id, type)
|
||||||
|
|
||||||
|
|
||||||
@router.post("/documents", response_model=DocumentResponse, status_code=201)
|
@router.post("/documents", response_model=DocumentResponse, status_code=201)
|
||||||
async def create_document(
|
async def create_document(
|
||||||
request: DocumentCreate,
|
request: DocumentCreate,
|
||||||
|
|||||||
@@ -175,6 +175,47 @@ class LegalDocumentService:
|
|||||||
self.db.delete(doc)
|
self.db.delete(doc)
|
||||||
self.db.commit()
|
self.db.commit()
|
||||||
|
|
||||||
|
def list_documents_with_versions(
|
||||||
|
self, tenant_id: Optional[str], type_filter: Optional[str]
|
||||||
|
) -> dict[str, Any]:
|
||||||
|
"""Liefert alle Docs + jeweils latest version (bevorzugt published, sonst neueste).
|
||||||
|
|
||||||
|
Eine Roundtrip statt N+1, fuer die Document-Library-UI.
|
||||||
|
"""
|
||||||
|
q = self.db.query(LegalDocumentDB)
|
||||||
|
if tenant_id:
|
||||||
|
q = q.filter(LegalDocumentDB.tenant_id == tenant_id)
|
||||||
|
if type_filter:
|
||||||
|
q = q.filter(LegalDocumentDB.type == type_filter)
|
||||||
|
docs = q.order_by(LegalDocumentDB.created_at.desc()).all()
|
||||||
|
|
||||||
|
out: list[dict[str, Any]] = []
|
||||||
|
for doc in docs:
|
||||||
|
published = (
|
||||||
|
self.db.query(LegalDocumentVersionDB)
|
||||||
|
.filter(
|
||||||
|
LegalDocumentVersionDB.document_id == doc.id,
|
||||||
|
LegalDocumentVersionDB.status == "published",
|
||||||
|
)
|
||||||
|
.order_by(LegalDocumentVersionDB.created_at.desc())
|
||||||
|
.first()
|
||||||
|
)
|
||||||
|
latest = published or (
|
||||||
|
self.db.query(LegalDocumentVersionDB)
|
||||||
|
.filter(LegalDocumentVersionDB.document_id == doc.id)
|
||||||
|
.order_by(LegalDocumentVersionDB.created_at.desc())
|
||||||
|
.first()
|
||||||
|
)
|
||||||
|
entry = _doc_to_response(doc).dict()
|
||||||
|
entry["latest_version"] = (
|
||||||
|
_version_to_response(latest).dict() if latest else None
|
||||||
|
)
|
||||||
|
entry["published_version"] = (
|
||||||
|
_version_to_response(published).dict() if published else None
|
||||||
|
)
|
||||||
|
out.append(entry)
|
||||||
|
return {"documents": out}
|
||||||
|
|
||||||
def list_versions_for(self, document_id: str) -> list[VersionResponse]:
|
def list_versions_for(self, document_id: str) -> list[VersionResponse]:
|
||||||
self._doc_or_raise(document_id)
|
self._doc_or_raise(document_id)
|
||||||
versions = (
|
versions = (
|
||||||
|
|||||||
Reference in New Issue
Block a user