Commit graph

20 commits

Author SHA1 Message Date
Thomas Reitz
2348602fb0 feat: Erweiterte Profilfelder (analog O365) + Profilbild-Sync aus Microsoft 365
Neue Felder im Benutzerprofil (analog Microsoft 365 /me):
- Stellenbezeichnung (jobTitle), Abteilung (department)
- Firma (companyName), Standort (officeLocation)

Changes:
- Core: Prisma-Migration + neue Felder in User-Model, UpdateUserDto,
  findById/update/updateProfile
- CRM: M365UserProfile-Interface + getM365Profile um neue Felder erweitert;
  neue Methode getM365Photo() lädt 96x96 JPEG als Base64 Data-URL;
  neuer Endpoint GET /crm/office365/photo
- Frontend: AuthContext User-Interface, M365UserProfile-Typ, office365Api.getM365Photo()
  ProfilePage: Neues Formular-Fieldset "Organisation" mit 4 Feldern;
  manueller Sync-Button übernimmt auch Profilbild (immer überschreiben);
  useO365ProfileSync: Auto-Sync lädt Foto nur wenn noch kein INSIGHT-Avatar

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-13 13:08:56 +01:00
Thomas Reitz
347a6ca418 feat: Profil mit Microsoft 365 Daten anreichern
- GraphService: getM365Profile() lädt givenName, surname, mobilePhone,
  businessPhones, city, streetAddress, postalCode, jobTitle via /me
- Office365Controller: GET /crm/office365/profile Endpunkt
- Frontend types: M365UserProfile Interface
- Frontend api: office365Api.getM365Profile()
- ProfilePage: O365 uebernehmen Button (nur wenn M365 verbunden)
  fuellt leere Felder: Vorname, Nachname, Telefon, Mobil, Ort, Strasse, PLZ
  Bestehende Werte werden NICHT ueberschrieben; Feedback zeigt welche
  Felder uebernommen wurden; User muss Speichern klicken

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-13 12:38:43 +01:00
Thomas Reitz
3b15c8ab9b feat: Aufgaben-Tab im Dashboard (O365 + CRM bidirektional)
- GraphService: graphPost/graphPatch Helfer; getAllTasksFlat (inkl.
  Body für CRM-Sync-Marker), createM365Task, completeM365Task
- Office365Controller: GET tasks/flat, POST tasks, PATCH tasks/:listId/:taskId/complete
- ActivitiesService/Controller: GET /crm/activities/open-tasks
  (TASK + FOLLOWUP, nicht erledigt)
- Frontend types: M365TaskFlat + CrmOpenTask Interfaces
- Frontend api/hooks: getTasksFlat, createTask, completeTask,
  getOpenTasks; neue Hooks useOffice365TasksFlat, useCrmOpenTasks,
  usePushTaskToO365, useCompleteO365Task, useCompleteCrmTask
- DashboardTasksTab: vereinheitlichte Aufgabenliste mit Farbcodierung
  (O365 blau, CRM orange, Synced grün), Push-Button, Erledigen-Button
- Bidirektionaler Sync via [INSIGHT_CRM:{activityId}] Marker im O365
  Task Body; Erledigen eines Synced-Tasks aktualisiert beide Systeme
- DashboardPage: Tasks-Tab auf DashboardTasksTab umgestellt

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-13 12:01:04 +01:00
Thomas Reitz
76e8dff577 feat(dashboard): Kalender-Tab mit Monats-/Wochenansicht und Tages-Agenda
- Graph API: getCalendarEventsForRange() für beliebigen Datumsbereich,
  GET /crm/office365/calendar/range?startDate=&endDate= Endpoint
  (vor bestehenden calendar-Route definiert um Routing-Konflikt zu vermeiden)
- Graph API: wellKnownName aus mailFolders $select entfernt (400-Fehler auf
  Exchange-Tenants die das OData-Property nicht unterstützen)
- Frontend: DashboardCalendarTab mit MonthView (6×7 Grid), WeekView (7 Spalten)
  und DayAgenda (rechts 1/3), Navigation vor/zurück + Heute-Button,
  deterministisches Event-Coloring, Klick öffnet Termin in Outlook Online
- Frontend: DashboardEmailTab Ordner-Sortierung auf Display-Name-Basis
  (wellKnownName optional, isInboxFolder() erkennt Posteingang/Inbox)
- Frontend: M365MailFolder.wellKnownName als optional markiert

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-13 10:54:32 +01:00
Thomas Reitz
01dc8bb41c feat(dashboard): E-Mail Tab mit Outlook-Postfach, Ordner-Navigation und Aktivitäten-Speicherung
- GraphService: getMailFolders() + getMailsByFolder(folderId, days) Methoden
- Office365Controller: GET /crm/office365/folders und /folders/:id/messages?days=X Endpoints
- ContactsController/Service: GET /crm/contacts/lookup?email=xxx für CRM-Kontakt-Abgleich
- Frontend types: M365MailFolder + CrmContactLookup Interfaces
- Frontend API: office365Api.getMailFolders/getMailsInFolder + contactsApi.lookupByEmail
- Frontend Hooks: useOffice365MailFolders, useOffice365MailsInFolder, useContactByEmail
- DashboardEmailTab: Ordner-Sidebar, Zeitfilter (1/7/14 Tage/alle), E-Mail-Liste
  mit Outlook-Link, CRM-Badge bei bekannten Absendern, Aktivitäten-Modal mit Kommentar

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-13 10:16:05 +01:00
Thomas Reitz
ad9c48bcb6 feat(crm): Office365-Übersichtsseite + Graph API Bugfixes
- Neuer Office365-Menüpunkt mit 4 Tabs (E-Mails, Kalender, Kontakte, Aufgaben)
- CRM-Service: Office365Controller mit globalen Graph-Endpoints
- Fix: $search + $orderby Kombination in Graph API nicht erlaubt
- M365Contact Interface + attendees/hasAttachments Typen ergänzt

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-13 06:59:52 +01:00
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
bfe672ec96 feat(crm): Vertragsdokumente — Datei-Upload Frontend + Backend-Briefing
Frontend (gegen API-Contract, bereit fuer Backend-Integration):
- ContractFile Interface in types.ts
- contractFilesApi (upload, list, download-as-blob, delete) in api.ts
- useContractFiles, useUploadContractFile, useDeleteContractFile in hooks.ts
- ContractsCard: Dokumente-Sektion im Edit-Modal
  - Dateiliste mit Icon (PDF/Word/Excel), Name, Groesse, Download, Loeschen
  - Upload-Button (PDF/DOC/DOCX/XLSX/XLS, max 25 MB)
  - Client-seitige Groessenvalidierung
  - Blob-Download via Axios (Auth-Header werden mitgesendet)

Backend-Briefing in INSIGHT-CRM.md:
- contract_files Tabelle + Prisma-Modell
- Datei-Speicherung (/app/uploads/contracts/{tenantId}/{contractId}/{uuid}-{name})
- 4 Endpoints (POST/GET/GET-download/DELETE)
- Sicherheitshinweise (Path Traversal, Tenant-Isolation, DSGVO)
- Docker-Volume Konfiguration

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-12 21:46:32 +01:00
Thomas Reitz
0e6565e210 feat(crm): Vertraege-Modul Frontend — ContractsCard vollstaendig implementiert
- ContractsCard.tsx: CRUD-Card ersetzt Platzhalter (Liste, Create, Edit, Delete)
- types.ts: CreateContractPayload, UpdateContractPayload, ContractsQueryParams ergaenzt
- api.ts: contractsApi mit 4 Methoden (nested /crm/companies/:id/contracts)
- hooks.ts: crmKeys.contracts + useContracts, useCreate/Update/DeleteContract
- CompanyDetailPage.tsx: contractCount-Prop entfernt (Card laedt via API)
- docs/INSIGHT-CRM.md + Summarize.md aktualisiert

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-12 21:32:51 +01:00
Thomas Reitz
dda672d41e fix(crm): align Phase 2.2–2.4 frontend to actual backend contracts
- Import: convert mapping Record→Array, entityType PERSON→contact
- Enrichment: handle suggestions as Record<field,{current,suggested,source}>
- Types: add availableTargetFields to ImportPreviewResponse

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-12 20:55:47 +01:00
Thomas Reitz
fdab2d5bcb feat(crm): Phase 2.2-2.4 frontend — Forecast, Import, Enrichment
Phase 2.3 Forecast:
- probability field on PipelineStage (types, edit UI, add-stage form)
- ForecastPage with pipeline filter, period selector, summary cards, table
- forecastApi + useForecast hook
- /crm/forecast route + "Prognose" nav link

Phase 2.2 CSV/Excel Import:
- 3-step wizard ImportPage (Upload → Mapping → Result)
- Entity type selection, auto-mapping, duplicate strategy, preview table
- importApi (preview + execute) + useImportPreview/useImportExecute hooks
- /crm/import route + "Import" nav link

Phase 2.4 Data Enrichment:
- "Anreichern" button on CompanyDetailPage with suggestions modal
- Per-field accept with PATCH update
- enrichmentApi (enrich, getConfig, setConfig) + hooks
- NorthDataConfig in CRM Settings "Integrationen" tab
- API-Key management UI

All changes pass TypeScript strict mode (npx tsc --noEmit).

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-12 19:37:54 +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
a85634a906 feat: add trade event (Messe-Timer) feature with admin CRUD and dashboard tiles
Backend: TradeEvent Prisma model, NestJS CRUD module with date validation
and tenant isolation. Frontend: Admin Events page with create/edit/delete
modals, dashboard countdown tiles showing upcoming/ongoing/ended events
with progress bars, and useEventCountdown hook for live timer updates.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-12 13:33:19 +01:00
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
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