Commit graph

7 commits

Author SHA1 Message Date
Thomas Reitz
0ed1e77844 feat(crm): add company detail overhaul with industries, account types, relationship types
- Backend: new CRUD services/controllers for Industries, AccountTypes,
  RelationshipTypes, CompanyRelationships with Prisma schema migration
- Frontend: new hooks, API functions, and types for all config entities
- CompanyDetailPage redesign with ActivityFeed, RelationshipsCard
- CompanyFormModal extended with industry, account type, owner fields
- Activities service now supports companyId filter + includeContacts

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-11 09:21:57 +01:00
Thomas Reitz
55329188f6 feat(frontend): redesign Lexware Import with browsable list + Ansprechpartner
- Replace search-only ImportTab with paginated browsable list of all Lexware contacts
- Add expandable Ansprechpartner (contact persons) section per company
- Individual Ansprechpartner can be imported as CRM contacts
- Add pagination controls for navigating large contact lists
- Search filter still available (min. 3 chars, backend MinLength constraint)
- Clean up useLexwareContacts hook with proper query key

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-11 07:21:05 +01:00
Thomas Reitz
4f05026bc8 feat(frontend): add Lexware Office Import/Export admin page
New admin page under /crm/lexware-sync with two tabs:
- Import: Search Lexware contacts and import as CRM company or contact
- Export: List CRM companies/contacts and push to Lexware Office
Accessible via CRM Settings page (admin-only).

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-10 23:00:42 +01:00
Thomas Reitz
2381409e6d feat(frontend): add Lexware Office integration UI
Implements complete Lexware Office frontend integration:
- Types: LexwareVoucher, DealVoucher, LexwareContact, VoucherType
- API: lexwareContactsApi + lexwareVouchersApi (16 endpoints)
- Hooks: React Query hooks for search, link/unlink, sync, vouchers
- LexwareSection: reusable component for Company/Contact detail pages
  with status badge, sync/push/refresh buttons, and voucher table
- LexwareSearchModal: search Lexware contacts and link to CRM entities
- DealVouchersSection: link/unlink vouchers on Deal detail page
- CRM Settings: Lexware Office toggle (admin-configurable)
- Company/Contact/Deal detail pages extended with Lexware sections

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-10 22:20:18 +01:00
Thomas Reitz
36f571f5c3 feat(crm): add Company module + extend Contact/Deal with company relation
- New Company CRUD: CompaniesPage (list/search/pagination), CompanyFormModal,
  CompanyDetailPage (contacts + deals tables)
- Sidebar: "Unternehmen" NavLink between Kontakte and Vorgänge
- ContactsPage: Company column, ContactFormModal: company search + position field,
  ContactDetailPage: company link + position display
- DealsPage: Company column, DealFormModal: company search dropdown,
  DealDetailPage: company link in info card
- Types/API/Hooks extended with Company entity, cross-entity query invalidation

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-10 20:10:58 +01:00
Thomas Reitz
0b78160f33 feat(crm): inline stage editing, DealDetail optimization, rename Deals to Vorgänge
- PipelinesPage: Stages können jetzt per Doppelklick oder Stift-Icon
  inline bearbeitet werden (Name, Farbe) via PATCH endpoint
- DealDetailPage: Nutzt jetzt deal.pipeline.stages direkt statt
  separatem usePipeline() API-Call (Backend liefert alle Stages mit)
- UI-Texte: "Deals" → "Vorgänge", "Deal" → "Vorgang" in allen
  user-facing Strings (Sidebar, Seiten, Modals, Fehlermeldungen)

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-10 19:38:58 +01:00
Thomas Reitz
c739dce161 feat: CRM Frontend-Modul mit Kontakte, Deals, Pipelines und Aktivitäten
Komplette CRM-Frontend-Integration in die bestehende React-GUI:

- Types, API-Client und React Query Hooks für alle CRM-Entitäten
- Kontakte: Liste mit Suche/Filter, Detail mit Aktivitäten-Timeline, Create/Edit Modal
- Deals: Liste mit Pipeline/Stage/Status-Filter, Detail mit Fortschrittsbalken, Create/Edit Modal
- Pipelines: Verwaltungsseite mit klappbaren Cards und Stage-Management
- Aktivitäten: Formular-Modal für Notizen, Anrufe, E-Mails, Meetings, Aufgaben
- CRM-Navigation in Sidebar (aufklappbar, mit Inline-SVG-Icons)
- Routen in App.tsx für alle CRM-Seiten
- Vite-Proxy für lokale CRM-API-Entwicklung

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-10 19:13:02 +01:00