Thomas Reitz
4c739945f0
feat(crm): Projektanfrage-Vorgangstyp – isProjectType + ProjectRequestDetails
...
Backend:
- DealType.isProjectType Boolean-Flag (Admin-konfigurierbar in CRM Settings)
- Neue 1:1-Tabelle project_request_details (ON DELETE CASCADE):
notes, workload, startDate, duration, onsitePercent, rateRemote, rateOnsite
- Migration 20260313_project_request
- ProjectRequestDto mit Validierung (0-100% fuer Auslastung/Vorort-Anteil)
- Deals-Service: nested create + upsert fuer projectRequest
Frontend:
- DealFormModal: Vorgangsart-Dropdown an Anfang verschoben;
Projektanfrage-Sektion erscheint conditional bei isProjectType=true
(Beschreibung, Auslastung/Start, Laufzeit/Vorort-Anteil, Stundensaetze)
- CrmSettingsPage: DealTypesConfig mit Projektanfrage-Checkbox + Tabellenspalte
- types.ts: ProjectRequestDetails, CreateProjectRequestPayload, Deal.projectRequest
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-13 17:17:40 +01:00
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
63cb05d4d8
feat(crm): Phase 2.2-2.4 backend + contract files — vollständige CRM-Service Implementierung
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- Phase 2.3 Forecast: probability-Feld in PipelineStage, GET /crm/deals/forecast Endpoint
- Phase 2.2 Import: ImportModule mit preview/execute/history Endpoints (CSV, XLSX, vCard)
- Phase 2.4 Enrichment: EnrichmentModule mit /enrich + /settings/integrations/north-data
- Contracts: ContractsModule mit CRUD + File-Upload Endpoints (Multer, max 25MB)
- Migrations: 20260312_contract_files, 20260312_phase23_forecast
- docker-compose.crm.yml: uploads Volume für Vertragsdokumente
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-12 22:06:58 +01:00
Thomas Reitz
aaedf68085
feat(crm): Phase 2.1 Custom Fields — backend + frontend integration
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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
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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
0ed1e77844
feat(crm): add company detail overhaul with industries, account types, relationship types
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- 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
9d496d2e53
feat(crm): integrate Lexware Office for vouchers and contact sync
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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
