Thomas Reitz
08b212bfde
docs(crm): update INSIGHT-CRM.md with company detail overhaul entries
...
- Backend: Company Detail Overhaul with Industries, AccountTypes,
RelationshipTypes, CompanyRelationships, Contracts entities
- Frontend: 3-column CompanyDetailPage, ActivityFeed, admin config sections
- Migration and seed data documentation
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-11 10:00:36 +01:00
Thomas Reitz
81d84e7eb0
docs(crm): document Lexware Office frontend integration
...
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-10 22:21:50 +01:00
Thomas Reitz
9d496d2e53
feat(crm): integrate Lexware Office for vouchers and contact sync
...
Adds complete Lexware Office integration to CRM service:
- Rate-limited HTTP client (Token Bucket, 2 req/s)
- Bidirectional contact sync (manual import + ERP-push)
- Voucher caching (quotes, orders, invoices, credit notes)
- Deal-voucher linking (m:n join table with audit)
- Cron jobs: voucher refresh (4h), ERP push (30min)
- Distributed locks via Redis for job deduplication
- Health check extended with Lexware status
- Prisma schema: LexwareVoucher, DealVoucher, VoucherType enum
- Companies/Contacts/Deals services extended with Lexware data
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-10 20:28:41 +01:00
Thomas Reitz
028364cd7d
docs(crm): document Company module frontend implementation
...
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-10 20:13:28 +01:00
Thomas Reitz
a13cca054b
docs(crm): document Company entity for frontend developer
...
Update INSIGHT-CRM.md with complete Company API documentation,
Contact/Deal changes (companyId, position), and frontend integration
suggestions. Update Summarize.md with current test results.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-10 19:47:39 +01:00
Thomas Reitz
ab4898210e
docs(crm): frontend update nach backend-feedback
...
- Stage-Editing, DealDetail-Optimierung, Deals→Vorgänge Renaming
- Offene Punkte aktualisiert
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-10 19:40:29 +01:00
Thomas Reitz
3d8f568c9a
docs(crm): backend response to frontend integration report
...
Confirmed all 6 frontend assumptions, documented new PATCH stage
endpoint and HTTPS router. Activity list already supported.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-10 19:23:53 +01:00
Thomas Reitz
f62d032480
docs: CRM-Kommunikationsdatei mit Frontend-Integrationsstand
...
Initiale Dokumentation des CRM-Frontend-Status fuer die Abstimmung
zwischen Frontend- und Backend-Entwickler.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-10 19:18:34 +01:00
