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docs(crm): Phase 2.2-2.4 Frontend-TODOs abgehakt + Summarize.md aktualisiert
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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Summarize.md
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Summarize.md
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## Stand: 2026-03-12
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### Aktueller Sprint: CRM Phase 2 (Feature-Branch: feature/crm-service)
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---
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### Aenderungen 2026-03-12: CRM Phase 2 — Forecast, Import, Enrichment (Frontend komplett)
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#### Phase 2.3: Forecasting
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- `crm/forecast/ForecastPage.tsx` — Prognose-Dashboard unter `/crm/forecast`
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- Pipeline-Filter (Dropdown) + Zeitraum-Toggle (Monat/Quartal/Jahr)
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- Summary-Cards: Offene Vorgaenge, Gesamtwert, Gewichteter Wert, Zeitraum
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- Tabelle: Stage | Wahrscheinlichkeit | Vorgaenge | Gesamtwert | Gewichteter Wert
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- `crm/pipelines/PipelinesPage.tsx` — Probability-Feld (0–100%) pro Pipeline-Stage
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#### Phase 2.2: CSV/Excel Import
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- `crm/import/ImportPage.tsx` — 3-Schritt-Wizard in CRM-Einstellungen → Tab "Import"
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- Schritt 1: Typ-Auswahl (Kontakte/Unternehmen/Vorgaenge) + Datei-Upload (CSV, XLSX, max 10MB)
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- Schritt 2: Spalten-Mapping (Auto-Match + manuell), Duplikat-Strategie, Kopfzeilen-Option
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- Schritt 3: Ergebnis (created/updated/skipped/errors + Fehlerdetails)
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- API-Konvertierungen: `PERSON→contact`, mapping `Record→Array [{sourceColumn,targetField}]`
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#### Phase 2.4: Datenanreicherung
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- `crm/companies/CompanyDetailPage.tsx` — "Anreichern"-Button im Header
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- POST /companies/:id/enrich → Suggestions-Modal
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- Tabelle: Feld | Aktuell | Vorschlag | Quelle + "Uebernehmen"-Button (PATCH)
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- suggestions-Konvertierung: Backend-Record → UI-Array
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- `crm/settings/CrmSettingsPage.tsx` — North Data API-Key in Tab "Integrationen"
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#### Kontakt-Entity UI/UX Redesign (aus dieser Sprint-Session)
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- `components/Drawer.tsx` + `Drawer.module.css` — Wiederverwendbarer Right-Side-Drawer
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- `crm/contacts/ContactFormModal.tsx` — Modal → Drawer, Zwei-Tab-Struktur (Allgemein/Details)
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- `crm/contacts/ContactDetailPage.tsx`:
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- Header: Name (Unternehmen) in Klammern, Aktiv/Inaktiv-Badge (Pill mit farbigem Dot)
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- Kontaktdaten-Card: immer alle Allgemein-Felder (leere Felder = "—"), 2 Sub-Spalten
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- Lexware-Section entfernt (Kontakte werden nicht separat in Lexware gepflegt)
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#### TypeScript
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- `npx tsc --noEmit` in packages/frontend: 0 Fehler (alle Commits)
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---
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### Aktueller Sprint: Sprint 1 (Alpha)
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---
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@ -2858,3 +2858,264 @@ Sie werden **NICHT** vom Enrich-Endpoint aktualisiert. Stattdessen setzt das Fro
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4. **Tests:** Import-Edge-Cases besonders gruendlich testen (leere Zeilen, Sonderzeichen, fehlende Pflichtfelder, doppelte E-Mails)
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5. **DSGVO:** Import-Temp-Dateien MUESSEN nach Verarbeitung geloescht werden
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6. **Completion-Report:** Nach jeder Phase einen Eintrag in dieser Datei ergaenzen (wie bei Phase 2.1)
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---
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## Phase 2.3 Backend — Forecast (DONE)
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**Implementiert am:** 2026-03-12
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### Schema-Aenderung
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- `PipelineStage.probability` — Decimal(3,2), Default 0, Bereich 0.00–1.00
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- Migration: `prisma/migrations/20260312_phase23_forecast/migration.sql`
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### Neue Endpoints
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| Methode | Pfad | Beschreibung |
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|---------|------|-------------|
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| GET | /api/v1/crm/deals/forecast?pipelineId=&period= | Umsatz-Forecast (gewichtete Pipeline) |
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### Forecast Response
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```json
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{
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"success": true,
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"data": {
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"period": "quarter",
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"periodStart": "2026-01-01T00:00:00.000Z",
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"periodEnd": "2026-03-31T23:59:59.999Z",
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"currency": "EUR",
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"stages": [
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{
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"stageId": "uuid",
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"stageName": "Qualifiziert",
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"stageColor": "#3B82F6",
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"probability": 0.25,
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"sortOrder": 1,
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"pipelineId": "uuid",
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"pipelineName": "Sales",
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"dealCount": 5,
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"totalValue": 50000,
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"weightedValue": 12500
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}
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],
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"totals": {
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"dealCount": 15,
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"totalValue": 150000,
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"weightedValue": 67500
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}
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}
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}
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```
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### Query-Parameter
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- `pipelineId` (optional, UUID) — Filter nach Pipeline
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- `period` (optional, enum: month|quarter|year, default: quarter)
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### DTO-Updates
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- `CreatePipelineStageDto.probability` — Optional, @IsNumber, @Min(0), @Max(1)
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- `UpdateStageDto.probability` — Optional, gleiche Validierung
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### Geaenderte Dateien
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- `prisma/crm.schema.prisma` — probability auf PipelineStage
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- `src/pipelines/dto/create-pipeline.dto.ts` — probability-Feld
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- `src/pipelines/dto/update-stage.dto.ts` — probability-Feld
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- `src/pipelines/pipelines.service.ts` — probability in create/addStage/updateStage
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- `src/pipelines/pipelines.controller.ts` — probability durchreichen
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- `src/deals/dto/forecast-query.dto.ts` — NEU: ForecastQueryDto + ForecastPeriod Enum
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- `src/deals/deals.service.ts` — NEU: forecast() + getPeriodBounds()
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- `src/deals/deals.controller.ts` — NEU: GET /deals/forecast (vor :id Route)
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### TODO Frontend
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- [x] Forecast-Seite (`/crm/forecast`) — Pipeline-Filter, Zeitraum-Toggle (Monat/Quartal/Jahr), Tabelle mit gewichteten Werten + Summary-Cards
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- [x] probability-Feld in Pipeline-Stage-Editor (0–100% Input in PipelinesPage)
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---
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## Phase 2.2 Backend — CSV/Excel Import (DONE)
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**Implementiert am:** 2026-03-12
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### Neue Dependencies
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- `csv-parser: ^3.0.0` — CSV-Parser mit Stream-Support
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- `xlsx: ^0.18.5` — Excel-Parser (XLSX/XLS)
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- `@types/multer: ^1.4.12` (devDep)
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### Neue Endpoints
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| Methode | Pfad | Beschreibung |
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|---------|------|-------------|
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| POST | /api/v1/crm/import/preview | Datei-Vorschau (Multipart, CSV/XLSX) |
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| POST | /api/v1/crm/import/execute | Import ausfuehren |
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### Preview (Multipart POST)
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- **File-Upload**: `file` Feld, max 10MB, MIME: text/csv, application/vnd.ms-excel, application/vnd.openxmlformats-officedocument.spreadsheetml.sheet
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- **Query-Params**: `entityType` (contact|company), `delimiter` (optional)
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- **Max Rows**: 5000
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- **Preview Rows**: Erste 10
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```json
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{
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"success": true,
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"data": {
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"importId": "uuid",
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"format": "csv",
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"columns": ["Vorname", "Nachname", "E-Mail", "Telefon"],
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"rows": [{"Vorname": "Max", "Nachname": "Muster", ...}],
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"totalRows": 250,
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"availableTargetFields": ["firstName", "lastName", "email", ...]
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}
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}
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```
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### Execute (JSON POST)
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```json
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{
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"importId": "uuid-from-preview",
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"entityType": "contact",
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"mapping": [
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{"sourceColumn": "Vorname", "targetField": "firstName"},
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{"sourceColumn": "E-Mail", "targetField": "email"}
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],
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"duplicateStrategy": "SKIP"
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}
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```
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**Duplikat-Strategien** (E-Mail-Abgleich, case-insensitive):
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- `SKIP` — Zeile ueberspringen
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- `UPDATE` — Bestehenden Datensatz aktualisieren
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- `MARK` — Neuen Datensatz mit Tag "DUPLIKAT" erstellen
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**Response:**
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```json
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{
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"success": true,
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"data": {
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"created": 230,
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"updated": 0,
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"skipped": 15,
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"errors": 5,
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"totalProcessed": 250,
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"errorDetails": [{"row": 42, "field": "", "value": "", "message": "..."}]
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}
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}
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```
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### Target Fields
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- **Contact**: firstName, lastName, email, phone, mobile, companyName, position, department, website, street, zip, city, state, country, notes, tags, source, linkedinUrl
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- **Company**: name, email, phone, website, industry, street, zip, city, state, country, vatId, taxId, tradeRegisterNumber, registerCourt, notes, tags
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### GDPR
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- Temp-Dateien werden unter `/tmp/crm-import-{uuid}{ext}` gespeichert
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- Nach Execute werden Temp-Dateien IMMER geloescht (finally-Block)
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- Owner wird automatisch auf den importierenden User gesetzt
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### Neue Dateien
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- `src/import/import.module.ts`
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- `src/import/import.controller.ts`
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- `src/import/import.service.ts`
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- `src/import/dto/import-preview.dto.ts`
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- `src/import/dto/import-execute.dto.ts`
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### TODO Frontend
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- [x] Import-Wizard (3 Schritte: Upload → Spalten-Mapping → Ergebnis) in CRM-Einstellungen → Tab "Import"
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- [x] Import-Ergebnis-Anzeige (created/updated/skipped/errors mit Fehlerdetails)
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- [x] entityType-Konvertierung: PERSON→contact, COMPANY→company
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- [x] mapping-Konvertierung: Record→Array [{sourceColumn, targetField}]
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---
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## Phase 2.4 Backend — Datenanreicherung / Enrichment (DONE)
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**Implementiert am:** 2026-03-12
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### Neue Endpoints
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| Methode | Pfad | Beschreibung |
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|---------|------|-------------|
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| POST | /api/v1/crm/companies/:id/enrich | Unternehmensdaten anreichern (Suggestion-Only!) |
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| GET | /api/v1/crm/settings/integrations/north-data | North Data Einstellungen abrufen |
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| PUT | /api/v1/crm/settings/integrations/north-data | North Data Einstellungen aktualisieren |
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### Datenquellen
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1. **Unternehmensregister.de** (kostenfrei) — Handelsregister-Daten: registerNumber, registerCourt, Adresse
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2. **North Data API** (kostenpflichtig, optional) — Erweiterte Daten: name, vatId, website, phone, Adresse, industry
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Beide Quellen werden **parallel** abgefragt (`Promise.allSettled`). Graceful Degradation: Wenn eine Quelle fehlschlaegt, werden Ergebnisse der anderen zurueckgegeben.
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### Enrich Response (Suggestion-Only, KEIN Auto-Write)
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```json
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{
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"success": true,
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"data": {
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"companyId": "uuid",
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"companyName": "Muster GmbH",
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"sources": ["unternehmensregister.de", "northdata.de"],
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"suggestions": {
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"tradeRegisterNumber": {
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"current": null,
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"suggested": "HRB 12345",
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"source": "unternehmensregister.de"
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},
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"vatId": {
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"current": null,
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"suggested": "DE123456789",
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"source": "northdata.de"
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}
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},
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"enrichedAt": "2026-03-12T14:30:00.000Z",
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"warnings": []
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}
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}
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```
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### North Data Settings
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- Gespeichert in Redis: `crm:{tenantId}:integrations:north_data`
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- Fallback: Env-Variable `NORTH_DATA_API_KEY`
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- API-Key wird in GET-Response maskiert: `****xxxx`
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### Env-Variablen (optional)
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- `NORTH_DATA_API_KEY` — Globaler API-Key
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- `NORTH_DATA_API_URL` — Base-URL (Default: https://www.northdata.de/_api)
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### Health-Check
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- `/health` Response enthaelt neuen Service: `enrichment: 'up' | 'down' | 'unconfigured'`
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- Version auf `0.3.0` erhoeht
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### Neue Dateien
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- `src/enrichment/enrichment.module.ts`
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- `src/enrichment/enrichment.controller.ts`
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- `src/enrichment/enrichment.service.ts`
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- `src/enrichment/dto/enrich-response.dto.ts`
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- `src/enrichment/dto/enrichment-settings.dto.ts`
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### Geaenderte Dateien
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- `src/app.module.ts` — EnrichmentModule registriert
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- `src/config/env.validation.ts` — NORTH_DATA_API_KEY + _URL
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- `src/health/health.module.ts` — EnrichmentModule importiert
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- `src/health/health.controller.ts` — enrichment Health-Check
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### TODO Frontend
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- [x] "Anreichern"-Button auf Company-Detail — POST /enrich, Suggestions-Modal (Tabelle mit Feld/Aktuell/Vorschlag/Quelle), "Uebernehmen" per PATCH
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- [x] suggestions-Konvertierung: Record<field,{current,suggested,source}> → Array fuer UI
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- [x] North Data API-Key in CRM-Einstellungen → Tab "Integrationen"
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