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12 commits

Author SHA1 Message Date
Thomas Reitz
1ecd7dad82 fix(ms365): OAuth-Connect via API-Call statt direktem Browser-Link 
Problem: <a href="/api/v1/auth/integrations/microsoft-365"> sendet keinen
JWT-Authorization-Header (JWT liegt im Memory, nicht als Cookie).

Lösung:
- Backend: initM365Integration gibt JSON {url} zurück statt server-redirect
- Frontend: integrationsApi.connectM365() ruft Endpoint via Axios ab, dann
  window.location.href zur OAuth-URL
- ProfilePage + EmailsTab + CalendarTab + TasksTab: <a href> → <button onClick>

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-03-12 22:57:20 +01:00
Thomas Reitz
30c4b208d9 feat(crm): Phase 3 MS365 Frontend — Integrationen + Kontakt-Tabs 
- Neuer "Integrationen"-Tab in ProfilePage mit "Microsoft 365 verbinden"-
  Button, OAuth-Callback-Handling (?integration=...&status=...), Trennen-Button
- EmailsTab, CalendarTab, TasksTab fuer ContactDetailPage (via MS Graph Proxy)
- useIntegrations, useDisconnectM365, useContactEmails/Calendar/Tasks Hooks
- integrationsApi + graphApi in crm/api.ts
- M365Email, M365CalendarEvent, M365Task, UserIntegration Types in crm/types.ts
- Tabs nur sichtbar wenn Kontakt eine E-Mail-Adresse hat; ohne Verbindung Connect-Button

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-03-12 22:48:43 +01:00
Thomas Reitz
219863d538 feat(crm): remove Lexware section from ContactDetailPage 
Lexware contact linking is not relevant for individual contacts,
only for companies. Removed LexwareSection component and the
two-column topRow grid layout.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-03-12 20:49:36 +01:00
Thomas Reitz
b746fc987d fix(crm): Kontaktdaten-Card zeigt alle Allgemein-Felder konstant 
E-Mail, Telefon, Mobil, LinkedIn, Unternehmen, Position, Abteilung
werden immer angezeigt — leere Felder mit '—' Platzhalter

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-03-12 20:45:01 +01:00
Thomas Reitz
bff4419c27 fix(crm): ContactDetailPage Layout-Anpassungen 
- Name (Unternehmen) in Klammern in der Überschrift
- Grüner Punkt → "● Aktiv"/"● Inaktiv" Badge
- Position als Subtitle unterhalb des Namens
- Lexware-Card rechts neben Kontaktdaten (260px)
- Aktivitäten als volle Breite unterhalb der Kontaktdaten

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-03-12 20:39:18 +01:00
Thomas Reitz
ec9f3ea364 feat(crm): UI/UX Redesign – Kontakt Eingabemaske & Detailansicht 
- Neue Drawer-Komponente (right-side slide-in, sticky footer, Portal)
- ContactFormModal: Modal → Drawer, Tab 1 Allgemein / Tab 2 Details & Adresse
- Checkbox "Adresse vom Unternehmen übernehmen" (blendet Adressfelder aus)
- Typ-Feld entfernt (Kontakte immer PERSON)
- ContactDetailPage: Subtitle "Position @ Unternehmen" im Header
- Kontaktdaten-Card: 2 Sub-Spalten, kein Firma-Duplikat, Mobil tel:-Link, LinkedIn-Icon
- Neue Card "Notizen & Tags" (Badges + Notizen-Text + Custom Fields)
- Aktivitäten-Spalte auf minmax(380px, 40%) verbreitert

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-03-12 20:20:30 +01:00
Thomas Reitz
aaedf68085 feat(crm): Phase 2.1 Custom Fields — backend + frontend integration 
Backend (CRM expert): Custom field definitions CRUD, bulk value upsert,
7 endpoints, Prisma schema with CustomFieldDef + CustomFieldValue tables.

Frontend: Types, API, hooks, admin settings page with field management,
CustomFieldsDisplay for detail pages, CustomFieldsForm for edit modals.
Also fix Vite allowedHosts for insight.xinion.lan.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
 2026-03-12 18:22:57 +01:00
Thomas Reitz
48df3c3144 feat(crm): Phase 1 backend schema expansion + frontend integration 
Backend (CRM-Expert Phase 1):
- New enums: ContactSource, EntityStatus, CompanySize, OwnerRole,
  LostReason, EmailType, PhoneType
- Contact: add linkedinUrl, birthday, source, department, status
- Company: add vatId, taxId, tradeRegisterNumber, registerCourt,
  companySize, deliveryAddress, dataEnrichedAt/Source, status
- Deal: add lostReason + lostReasonText (required when status=LOST)
- Multi-value emails/phones tables (contact_emails, contact_phones)
- Owner m:n model (contact_owners, company_owners, deal_owners)
- Redis Pub/Sub CRM events (crm.contact.created, crm.deal.won, etc.)
- Activity due_soon scheduler (cron every 15 min)
- SQL migration with data migration for existing records

Frontend integration:
- types.ts: all new enums, interfaces, label maps
- api.ts: owner CRUD endpoints (add/remove for contacts/companies/deals)
- hooks.ts: 6 new owner mutation hooks
- ContactFormModal: LinkedIn, birthday, source, department, status fields
- ContactDetailPage: display new fields (LinkedIn, department, birthday,
  source, status badge)
- CompanyDetailPage: display vatId, taxId, trade register, company size,
  delivery address, data enrichment info
- DealFormModal: lost reason dropdown + text (shown when status=LOST)
- DealDetailPage: display lost reason with label
- CompaniesPage: EntityStatus-aware status dots (ACTIVE/INACTIVE/BLOCKED)
- ActivityType: add FOLLOWUP to all label maps

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
 2026-03-12 15:56:41 +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