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Author SHA1 Message Date
Thomas Reitz
7d8847fafa docs: add CRM expert briefing with phased task plan to INSIGHT-CRM.md 
Define 4-phase execution plan for CRM backend developer:
- Phase 1 (now): Schema fields, Owner m:n, Lost reason, Redis events
- Phase 2 (after): Custom Fields, Data Enrichment, Import, Permissions
- Phase 3 (blocked by Core OAuth): Office 365 Email/Calendar/Tasks/Export
- Phase 4 (nice-to-have): Vision API scan, Reporting dashboards

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
 2026-03-12 14:46:27 +01:00
Thomas Reitz
69f032a3d8 docs: update INSIGHT-CRM.md with architect requirements from Konzept v1.0 
Extract and categorize new requirements from updated CLAUDE_BRIEFING.docx
and INSIGHT_Konzept_v1.0.docx. Add comprehensive CRM task breakdown
(Kap 22: full CRM spec, Kap 24: Office 365 integration) with prioritized
action items for the CRM backend developer.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
 2026-03-12 14:39:18 +01:00
Thomas Reitz
6e77bf43b0 feat(crm): prevent duplicate Lexware imports — show linked status in import list 
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>
 2026-03-11 10:48:32 +01:00
Thomas Reitz
5bc9aebf64 docs(crm): report Lexware import 500 bug — tenantId passed as type instead of value 
Bug in lexware-contacts.service.ts:229 — tenantId: String (type)
instead of tenantId: user.tenantId (value). Affects importCompany,
likely also importContact.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
 2026-03-11 10:08:34 +01:00
Thomas Reitz
84bfb75c18 docs(crm): add deployment log and frontend updates to INSIGHT-CRM.md 
- Document white screen fix (missing hooks commit)
- Document server deployment: migrations, seed data, container restart
- Document CRM settings tabbed layout + Lexware import redesign
- List all commits and remaining open items for CRM backend developer

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
 2026-03-11 10:04:52 +01:00
Thomas Reitz
08b212bfde docs(crm): update INSIGHT-CRM.md with company detail overhaul entries 
- Backend: Company Detail Overhaul with Industries, AccountTypes,
  RelationshipTypes, CompanyRelationships, Contracts entities
- Frontend: 3-column CompanyDetailPage, ActivityFeed, admin config sections
- Migration and seed data documentation

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
 2026-03-11 10:00:36 +01:00
Thomas Reitz
81d84e7eb0 docs(crm): document Lexware Office frontend integration 
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
 2026-03-10 22:21:50 +01:00
Thomas Reitz
9d496d2e53 feat(crm): integrate Lexware Office for vouchers and contact sync 
Adds complete Lexware Office integration to CRM service:
- Rate-limited HTTP client (Token Bucket, 2 req/s)
- Bidirectional contact sync (manual import + ERP-push)
- Voucher caching (quotes, orders, invoices, credit notes)
- Deal-voucher linking (m:n join table with audit)
- Cron jobs: voucher refresh (4h), ERP push (30min)
- Distributed locks via Redis for job deduplication
- Health check extended with Lexware status
- Prisma schema: LexwareVoucher, DealVoucher, VoucherType enum
- Companies/Contacts/Deals services extended with Lexware data

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
 2026-03-10 20:28:41 +01:00
Thomas Reitz
028364cd7d docs(crm): document Company module frontend implementation 
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
 2026-03-10 20:13:28 +01:00
Thomas Reitz
a13cca054b docs(crm): document Company entity for frontend developer 
Update INSIGHT-CRM.md with complete Company API documentation,
Contact/Deal changes (companyId, position), and frontend integration
suggestions. Update Summarize.md with current test results.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
 2026-03-10 19:47:39 +01:00
Thomas Reitz
ab4898210e docs(crm): frontend update nach backend-feedback 
- Stage-Editing, DealDetail-Optimierung, Deals→Vorgänge Renaming
- Offene Punkte aktualisiert

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
 2026-03-10 19:40:29 +01:00
Thomas Reitz
3d8f568c9a docs(crm): backend response to frontend integration report 
Confirmed all 6 frontend assumptions, documented new PATCH stage
endpoint and HTTPS router. Activity list already supported.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
 2026-03-10 19:23:53 +01:00
Thomas Reitz
f62d032480 docs: CRM-Kommunikationsdatei mit Frontend-Integrationsstand 
Initiale Dokumentation des CRM-Frontend-Status fuer die Abstimmung
zwischen Frontend- und Backend-Entwickler.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
 2026-03-10 19:18:34 +01:00