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Author SHA1 Message Date
Thomas Reitz
b000353298 docs(crm): add Phase 2.1 Custom Fields frontend completion report 
Documents all new/changed files, architecture decisions, supported
field types, admin UI features, and deployment notes for the CRM
custom fields frontend integration.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
 2026-03-12 18:39:50 +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
f2c8444050 docs: add Phase 2 CRM backend briefing with Custom Fields, Import, Forecast, Enrichment 
Adds comprehensive Phase 2 briefing for CRM backend expert:
- 2.1 Custom Fields System (schema, endpoints, DTOs, response format)
- 2.2 Contact Import (CSV, Excel, vCard with preview/mapping/execute flow)
- 2.3 Forecast Endpoint (weighted pipeline value + probability field)
- 2.4 Data Enrichment (Unternehmensregister + North Data API)
- 2.5 Permissions model (visibility filters, deferred priority)
- Phase 1 frontend integration status documentation

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
 2026-03-12 16:12:56 +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
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