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6 commits

Author SHA1 Message Date
Thomas Reitz
6bfce4af97 feat(crm): Vorgangsart (DealType) konfigurierbares Dropdown + Pipeline-Leerstate 
- crm-service: Neues DealType-Model (deal_types Tabelle) mit name, color, sortOrder
  und Relation zu Deal.dealTypeId; Migration 20260313_deal_type
- crm-service: Vollstaendiger CRUD REST-Endpoint /crm/deal-types (TenantGuard)
- crm-service: CreateDealDto um optionales dealTypeId erweitert
- frontend: DealType Interface, API (dealTypesApi), Hooks (useDealTypes/...)
- frontend: CrmSettingsPage > Weitere Einstellungen > DealTypesConfig mit Farbpicker
- frontend: DealFormModal: Vorgangsart-Dropdown + Hinweis bei leerer Pipeline-Liste

Deployment: prisma migrate deploy && prisma generate im crm-service ausfuehren.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-03-13 16:15:02 +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
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