- max-width 960px auf Kontakt-Detailseite
- M365-Sektion umbenannt zu "Outlook Daten", default eingeklappt
- Aufgaben-Tab entfernt (nur noch E-Mails + Kalender)
- "In Outlook speichern"-Button: pusht/aktualisiert Kontakt in Outlook-Kontakte via MS Graph POST/PATCH /me/contacts
- Kontaktdaten: Typ, Status immer sichtbar, Bundesland (state) in Adresse
- Backend: GraphService exportiert, pushContactToOutlook-Methode, POST /crm/contacts/:id/push-to-outlook
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- ProjectRequestFormModal: Eigenständiges Formular mit Projektdetails oben
(Beschreibung, Auslastung/Start, Laufzeit/Vorort-Anteil, Stundensätze)
und Standard-Vorgangsdaten darunter (Titel, Pipeline/Stage, Kontakt, etc.)
Auto-Select bei genau einem isProjectType-Typ; Warnung wenn nicht konfiguriert
- DealsPage: Neuer outlined Button "Neue Projektanfrage" neben "Neuer Vorgang"
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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>
- 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>
- 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>
Import ist kein eigener Nav-Eintrag mehr, sondern ein Tab
in den CRM-Einstellungen. /crm/import redirectet auf /crm/settings.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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>
- 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>
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>
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>
Sub-rows now have an indigo left border, tinted background and stronger
indent to visually separate them from company rows. Dark mode variants
included. Expanded company row also gets a primary-colored left border.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Companies with linked contacts now show an expand arrow. Clicking it
lazy-loads and displays contacts as indented sub-rows with name,
position, email, phone, type badge and status. Backend gains companyId
filter on GET /contacts for efficient per-company querying.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
When importing contact persons from Lexware, if the parent company
is already in the CRM (detected via linkedMap), the companyId is now
passed to createContact so the contact is properly associated.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
The backend DTO validation enforces @Max(100) on pageSize. The ImportTab
was requesting pageSize=500, causing a 400 Bad Request. This left the
linkedMap empty and showed import buttons for already-imported contacts.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Import tab now loads all CRM companies/contacts and cross-references
lexwareContactId to detect already-imported entries. Linked contacts show
a green badge and "Öffnen" link instead of import buttons.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- 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>
- 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>
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>
React hooks must not be called after conditional returns (Rules of Hooks).
Moves all hook calls above the isModuleEnabled check in LexwareSection
and DealVouchersSection to prevent silent component crashes.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- New CrmSettingsContext with localStorage persistence (later swappable to API)
- CrmSettingsPage: toggle switches per CRM module (Kontakte, Unternehmen,
Vorgänge, Pipelines), only accessible for PLATFORM_ADMIN/TENANT_ADMIN
- CrmModuleGuard: route protection for disabled modules (redirect to dashboard)
- Sidebar: NavLinks conditionally rendered based on module settings
- "Einstellungen" NavLink in CRM section (admin-only, gear icon)
- CRM section hidden when all modules disabled and user is not admin
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- 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>
- 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>
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>
