Commit graph

191 commits

Author SHA1 Message Date
Thomas Reitz
347a6ca418 feat: Profil mit Microsoft 365 Daten anreichern
- GraphService: getM365Profile() lädt givenName, surname, mobilePhone,
  businessPhones, city, streetAddress, postalCode, jobTitle via /me
- Office365Controller: GET /crm/office365/profile Endpunkt
- Frontend types: M365UserProfile Interface
- Frontend api: office365Api.getM365Profile()
- ProfilePage: O365 uebernehmen Button (nur wenn M365 verbunden)
  fuellt leere Felder: Vorname, Nachname, Telefon, Mobil, Ort, Strasse, PLZ
  Bestehende Werte werden NICHT ueberschrieben; Feedback zeigt welche
  Felder uebernommen wurden; User muss Speichern klicken

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-13 12:38:43 +01:00
Thomas Reitz
403c581e57 fix: Agenda-Breite im Home-Sidebar füllt volle 300px
- DayAgenda: fullWidth-Prop ergänzt (setzt .agendaFull → width: 100%)
- Im Kalender-Tab bleibt die Agenda bei 260px (flex-shrink: 0)
- HomeSidebar übergibt fullWidth, sodass die Agenda den Sidebar
  lückenlos ausfüllt

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-13 12:32:38 +01:00
Thomas Reitz
653464c89b feat: Kompakter Messe-Ticker im Home-Sidebar mit Detail-Popup
- EventCountdownTiles aus homeMain entfernt
- Neuer CompactMesseTicker im Sidebar: kleine klickbare Zeilen
  mit farbiger linker Linie (blau=bevorstehend, grün=läuft)
- Klick öffnet MesseDetailModal: Name, Status-Chip, Countdown,
  Fortschrittsbalken (bei laufenden Messen), Datum, Ort/Stand,
  Beschreibung, Website-Link
- HomeDayAgendaWidget → HomeSidebar: zeigt Ticker + Tages-Agenda
  in einer Spalte; Sidebar auf 300px verbreitert

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-13 12:27:07 +01:00
Thomas Reitz
3b15c8ab9b feat: Aufgaben-Tab im Dashboard (O365 + CRM bidirektional)
- GraphService: graphPost/graphPatch Helfer; getAllTasksFlat (inkl.
  Body für CRM-Sync-Marker), createM365Task, completeM365Task
- Office365Controller: GET tasks/flat, POST tasks, PATCH tasks/:listId/:taskId/complete
- ActivitiesService/Controller: GET /crm/activities/open-tasks
  (TASK + FOLLOWUP, nicht erledigt)
- Frontend types: M365TaskFlat + CrmOpenTask Interfaces
- Frontend api/hooks: getTasksFlat, createTask, completeTask,
  getOpenTasks; neue Hooks useOffice365TasksFlat, useCrmOpenTasks,
  usePushTaskToO365, useCompleteO365Task, useCompleteCrmTask
- DashboardTasksTab: vereinheitlichte Aufgabenliste mit Farbcodierung
  (O365 blau, CRM orange, Synced grün), Push-Button, Erledigen-Button
- Bidirektionaler Sync via [INSIGHT_CRM:{activityId}] Marker im O365
  Task Body; Erledigen eines Synced-Tasks aktualisiert beide Systeme
- DashboardPage: Tasks-Tab auf DashboardTasksTab umgestellt

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-13 12:01:04 +01:00
Thomas Reitz
fbf0b33a1f feat(dashboard): E-Mail Lesefenster + Kalender Umbau
E-Mail Tab:
- Klick auf E-Mail öffnet Detail-Modal (Lesefenster wie Outlook)
- Modal zeigt: Betreff, Absender, Datum, Anhang-Info, Body-Vorschau
- CRM-Bereich: gefundener Kontakt mit "Im CRM öffnen" + "Als Aktivität"
  speichern; kein Kontakt → "Kontakt anlegen" navigiert zu /crm/contacts
- "In Outlook öffnen" Link im Footer des Modals

Kalender Tab:
- WeekView: nur Arbeitstage Mo–Fr (5-Spalten-Grid statt 7)
- Neue Ansicht "Agenda": 14-Tage-Listenansicht (eigener Toggle-Button)
- Tages-Agenda nur bei Monat- und Wochenansicht sichtbar (nicht Agenda-View)
- Home-Tab: Tages-Agenda des heutigen Tages als Widget rechts
  (nur sichtbar wenn M365 verbunden)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-13 11:36:30 +01:00
Thomas Reitz
f2ed8d0a93 fix(dashboard): Kalender-Toggle immer sichtbar, E-Mail Breite auf 70% angepasst 2026-03-13 11:20:01 +01:00
Thomas Reitz
53666122d0 fix(dashboard): E-Mail Bereich auf 50% Breite begrenzen, Textumbruch aktivieren 2026-03-13 11:16:28 +01:00
Thomas Reitz
f007765872 docs: Summarize.md mit Dashboard Kalender-Tab Aenderungen aktualisieren 2026-03-13 10:55:02 +01:00
Thomas Reitz
76e8dff577 feat(dashboard): Kalender-Tab mit Monats-/Wochenansicht und Tages-Agenda
- 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>
2026-03-13 10:54:32 +01:00
Thomas Reitz
b6b182a349 fix(dashboard): E-Mail Tab lädt sofort mit well-known Inbox-ID als Fallback
Vorher: activeFolderId war null bis Ordnerliste geladen → E-Mail-Query nie gestartet
Jetzt: Default-Ordner-ID = 'inbox' (Graph API Well-Known-Name) → sofortiger Abruf
Zusätzlich: Fehler-/Leer-Zustand in der Ordner-Sidebar anzeigen

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-13 10:32:04 +01:00
Thomas Reitz
0ed48557c4 docs: Summarize.md mit Dashboard E-Mail Tab Aenderungen aktualisieren
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-13 10:20:26 +01:00
Thomas Reitz
01dc8bb41c feat(dashboard): E-Mail Tab mit Outlook-Postfach, Ordner-Navigation und Aktivitäten-Speicherung
- GraphService: getMailFolders() + getMailsByFolder(folderId, days) Methoden
- Office365Controller: GET /crm/office365/folders und /folders/:id/messages?days=X Endpoints
- ContactsController/Service: GET /crm/contacts/lookup?email=xxx für CRM-Kontakt-Abgleich
- Frontend types: M365MailFolder + CrmContactLookup Interfaces
- Frontend API: office365Api.getMailFolders/getMailsInFolder + contactsApi.lookupByEmail
- Frontend Hooks: useOffice365MailFolders, useOffice365MailsInFolder, useContactByEmail
- DashboardEmailTab: Ordner-Sidebar, Zeitfilter (1/7/14 Tage/alle), E-Mail-Liste
  mit Outlook-Link, CRM-Badge bei bekannten Absendern, Aktivitäten-Modal mit Kommentar

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-13 10:16:05 +01:00
Thomas Reitz
f6dd072f23 feat(dashboard): 5 Tabs — Home, E-Mail, Kalender, Aufgaben, Kontakte
Tab-Leiste auf Dashboard-Seite. Home zeigt bisherigen Inhalt,
restliche Tabs als Platzhalter (Inhalt folgt).

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-13 09:49:12 +01:00
Thomas Reitz
22af0375ea feat(core): Scopes für M365-Integration auf ReadWrite erweitern
Calendars.ReadWrite + Contacts.ReadWrite (Delegiert) für
bidirektionale CRM↔Office365 Synchronisation (Kontakte + Termine).
Contacts.ReadWrite neu hinzugefügt.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-13 07:06:43 +01:00
Thomas Reitz
ad9c48bcb6 feat(crm): Office365-Übersichtsseite + Graph API Bugfixes
- Neuer Office365-Menüpunkt mit 4 Tabs (E-Mails, Kalender, Kontakte, Aufgaben)
- CRM-Service: Office365Controller mit globalen Graph-Endpoints
- Fix: $search + $orderby Kombination in Graph API nicht erlaubt
- M365Contact Interface + attendees/hasAttachments Typen ergänzt

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-13 06:59:52 +01:00
Thomas Reitz
82e6a03bb9 fix(ms365): HTTPS-Protokoll für Integration-Redirect-URI erzwingen
Traefik leitet x-forwarded-proto nicht korrekt weiter, sodass der
Controller http:// statt https:// generierte — Azure lehnt nicht-HTTPS
Redirect-URIs für nicht-localhost ab (AADSTS50011).

Protokoll wird jetzt aus der konfigurierten SSO-Redirect-URI abgeleitet
(immer HTTPS), der Host bleibt dynamisch (IP oder DNS).

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-12 23:26:10 +01:00
Thomas Reitz
1f6e59d362 fix(ms365): direkte OAuth2 URL-Konstruktion statt MSAL für Integration-Flow
MSAL-node v5 erzeugt bei getAuthCodeUrl mit reinen Graph-API-Scopes
(ohne openid) einen fehlerhaften Authorize-URL → AADSTS900561.

getIntegrationAuthUrl und handleIntegrationCallback verwenden jetzt
direkte fetch-Aufrufe (analog zu refreshIntegrationToken) ohne MSAL,
was den Fehler umgeht und denselben Standard-OAuth2-Flow garantiert.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-12 23:17:38 +01:00
Thomas Reitz
254d00c106 fix(ms365): dynamische Redirect-URI aus Request-Host + Azure-Kompatibilität
Problem: Redirect-URI wurde falsch aus SSO-URI abgeleitet, und unterstützte
nur eine feste URL statt sowohl IP als auch DNS-Name.

Lösung:
- initM365Integration: Host aus x-forwarded-host/host Header lesen,
  korrekte Redirect-URI bauen (proto://host/api/v1/auth/integrations/...)
- Redis-State speichert jetzt {userId, redirectUri} als JSON
- handleIntegrationCallback: gespeicherte redirectUri aus State verwenden
- getIntegrationAuthUrl/handleIntegrationCallback: optionaler redirectUri-Parameter
- Fallback-Derivation: base URL aus SSO-URI + fester Integrations-Pfad

Beide URIs müssen in Azure registriert sein:
- http://172.20.10.59/api/v1/auth/integrations/microsoft-365/callback
- http://insight.xinion.lan/api/v1/auth/integrations/microsoft-365/callback

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-12 23:01:09 +01:00
Thomas Reitz
1ecd7dad82 fix(ms365): OAuth-Connect via API-Call statt direktem Browser-Link
Problem: <a href="/api/v1/auth/integrations/microsoft-365"> sendet keinen
JWT-Authorization-Header (JWT liegt im Memory, nicht als Cookie).

Lösung:
- Backend: initM365Integration gibt JSON {url} zurück statt server-redirect
- Frontend: integrationsApi.connectM365() ruft Endpoint via Axios ab, dann
  window.location.href zur OAuth-URL
- ProfilePage + EmailsTab + CalendarTab + TasksTab: <a href> → <button onClick>

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-12 22:57:20 +01:00
Thomas Reitz
05ccabfdb4 fix(core): export EntraIdService from AuthModule for IntegrationsModule DI
IntegrationsService benötigt EntraIdService (Token-Refresh), der in
AuthModule als Provider registriert aber nicht exportiert war.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-12 22:52:56 +01:00
Thomas Reitz
30c4b208d9 feat(crm): Phase 3 MS365 Frontend — Integrationen + Kontakt-Tabs
- 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>
2026-03-12 22:48:43 +01:00
Thomas Reitz
47b1938605 feat(crm): Microsoft 365 Graph-API Proxy (Phase 3.2)
- Neues GraphModule mit GraphService + GraphController
- GET /crm/contacts/:id/emails    → MS Graph Emails (Search nach Kontakt-E-Mail)
- GET /crm/contacts/:id/calendar  → Kalender-Termine (naechste 90 Tage)
- GET /crm/contacts/:id/tasks     → Microsoft To Do Listen + Aufgaben
- GraphService: JWT an Core-Service weiterleiten, M365-Token holen, Graph aufrufen
- Redis-Cache 5 Minuten fuer alle Graph-Responses
- CORE_SERVICE_URL env var + docker-compose.crm.yml Eintrag

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-12 22:40:31 +01:00
Thomas Reitz
28f6ba84b0 feat(core): Microsoft 365 OAuth-Integration — UserIntegration + IntegrationsModule
- Neues Prisma-Model UserIntegration (AES-256-GCM verschluesselte Tokens)
- Migration: 20260312_user_integrations
- EntraIdService: getIntegrationAuthUrl(), handleIntegrationCallback(), refreshIntegrationToken()
  — erweiterte Scopes: Mail.Read, Calendars.Read, Tasks.ReadWrite, offline_access
- IntegrationsModule mit Controller + Service:
  GET  /auth/integrations/microsoft-365          → OAuth-Flow starten
  GET  /auth/integrations/microsoft-365/callback → Token speichern
  GET  /users/me/integrations                    → Verbindungen auflisten
  DELETE /users/me/integrations/microsoft-365    → Verbindung trennen
  GET  /users/me/integrations/microsoft-365/token → Token fuer CRM-Service
- Env: AZURE_INTEGRATION_REDIRECT_URI, INTEGRATION_ENCRYPTION_KEY

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-12 22:36:03 +01:00
Thomas Reitz
237e0772e6 feat(crm): Kanban-Board mit Drag & Drop (Phase 3.0)
- Neue KanbanPage (/crm/kanban) mit @dnd-kit/core + @dnd-kit/sortable
- Columns pro Pipeline-Stage mit Deal-Karten
- Cross-Column Drag & Drop — stageId per PATCH /crm/deals/:id aktualisiert
- Optimistisches Update: sofortiges visuelles Feedback, Rollback bei Fehler
- Toggle-Button für abgeschlossene Vorgänge (WON/LOST)
- Pipeline-Selektor, Gesamt-Wert pro Spalte (offene Deals)
- NavLink "Kanban" in AppLayout.tsx

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-12 22:29:01 +01:00
Thomas Reitz
63cb05d4d8 feat(crm): Phase 2.2-2.4 backend + contract files — vollständige CRM-Service Implementierung
- 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
bfe672ec96 feat(crm): Vertragsdokumente — Datei-Upload Frontend + Backend-Briefing
Frontend (gegen API-Contract, bereit fuer Backend-Integration):
- ContractFile Interface in types.ts
- contractFilesApi (upload, list, download-as-blob, delete) in api.ts
- useContractFiles, useUploadContractFile, useDeleteContractFile in hooks.ts
- ContractsCard: Dokumente-Sektion im Edit-Modal
  - Dateiliste mit Icon (PDF/Word/Excel), Name, Groesse, Download, Loeschen
  - Upload-Button (PDF/DOC/DOCX/XLSX/XLS, max 25 MB)
  - Client-seitige Groessenvalidierung
  - Blob-Download via Axios (Auth-Header werden mitgesendet)

Backend-Briefing in INSIGHT-CRM.md:
- contract_files Tabelle + Prisma-Modell
- Datei-Speicherung (/app/uploads/contracts/{tenantId}/{contractId}/{uuid}-{name})
- 4 Endpoints (POST/GET/GET-download/DELETE)
- Sicherheitshinweise (Path Traversal, Tenant-Isolation, DSGVO)
- Docker-Volume Konfiguration

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-12 21:46:32 +01:00
Thomas Reitz
0e6565e210 feat(crm): Vertraege-Modul Frontend — ContractsCard vollstaendig implementiert
- ContractsCard.tsx: CRUD-Card ersetzt Platzhalter (Liste, Create, Edit, Delete)
- types.ts: CreateContractPayload, UpdateContractPayload, ContractsQueryParams ergaenzt
- api.ts: contractsApi mit 4 Methoden (nested /crm/companies/:id/contracts)
- hooks.ts: crmKeys.contracts + useContracts, useCreate/Update/DeleteContract
- CompanyDetailPage.tsx: contractCount-Prop entfernt (Card laedt via API)
- docs/INSIGHT-CRM.md + Summarize.md aktualisiert

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-12 21:32:51 +01:00
Thomas Reitz
e3d254c0f9 docs(crm): briefing fuer naechste Backend-Aufgaben — Vertraege-API + Kanban + Activity-Filter 2026-03-12 21:17:07 +01:00
Thomas Reitz
a55643a0dd docs(crm): Phase 2.2-2.4 Frontend-TODOs abgehakt + Summarize.md aktualisiert
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-12 21:09:16 +01:00
Thomas Reitz
27507f1372 feat(crm): move Import-Wizard into CRM-Settings tab
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>
2026-03-12 21:00:19 +01:00
Thomas Reitz
dda672d41e fix(crm): align Phase 2.2–2.4 frontend to actual backend contracts
- Import: convert mapping Record→Array, entityType PERSON→contact
- Enrichment: handle suggestions as Record<field,{current,suggested,source}>
- Types: add availableTargetFields to ImportPreviewResponse

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-12 20:55:47 +01:00
Thomas Reitz
219863d538 feat(crm): remove Lexware section from ContactDetailPage
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>
2026-03-12 20:49:36 +01:00
Thomas Reitz
b746fc987d fix(crm): Kontaktdaten-Card zeigt alle Allgemein-Felder konstant
E-Mail, Telefon, Mobil, LinkedIn, Unternehmen, Position, Abteilung
werden immer angezeigt — leere Felder mit '—' Platzhalter

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-12 20:45:01 +01:00
Thomas Reitz
bff4419c27 fix(crm): ContactDetailPage Layout-Anpassungen
- 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>
2026-03-12 20:39:18 +01:00
Thomas Reitz
ec9f3ea364 feat(crm): UI/UX Redesign – Kontakt Eingabemaske & Detailansicht
- Neue Drawer-Komponente (right-side slide-in, sticky footer, Portal)
- ContactFormModal: Modal → Drawer, Tab 1 Allgemein / Tab 2 Details & Adresse
- Checkbox "Adresse vom Unternehmen übernehmen" (blendet Adressfelder aus)
- Typ-Feld entfernt (Kontakte immer PERSON)
- ContactDetailPage: Subtitle "Position @ Unternehmen" im Header
- Kontaktdaten-Card: 2 Sub-Spalten, kein Firma-Duplikat, Mobil tel:-Link, LinkedIn-Icon
- Neue Card "Notizen & Tags" (Badges + Notizen-Text + Custom Fields)
- Aktivitäten-Spalte auf minmax(380px, 40%) verbreitert

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-12 20:20:30 +01:00
Thomas Reitz
fdab2d5bcb feat(crm): Phase 2.2-2.4 frontend — Forecast, Import, Enrichment
Phase 2.3 Forecast:
- probability field on PipelineStage (types, edit UI, add-stage form)
- ForecastPage with pipeline filter, period selector, summary cards, table
- forecastApi + useForecast hook
- /crm/forecast route + "Prognose" nav link

Phase 2.2 CSV/Excel Import:
- 3-step wizard ImportPage (Upload → Mapping → Result)
- Entity type selection, auto-mapping, duplicate strategy, preview table
- importApi (preview + execute) + useImportPreview/useImportExecute hooks
- /crm/import route + "Import" nav link

Phase 2.4 Data Enrichment:
- "Anreichern" button on CompanyDetailPage with suggestions modal
- Per-field accept with PATCH update
- enrichmentApi (enrich, getConfig, setConfig) + hooks
- NorthDataConfig in CRM Settings "Integrationen" tab
- API-Key management UI

All changes pass TypeScript strict mode (npx tsc --noEmit).

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-12 19:37:54 +01:00
Thomas Reitz
c8c4cea5fa docs(crm): add backend briefing for Phase 2.2, 2.3, 2.4
Comprehensive API contracts for CSV/Excel Import, Forecasting, and
Data Enrichment. Includes parallelization plan for backend + frontend
developers to work simultaneously against defined contracts.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-12 19:19:59 +01:00
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
405ab5f038 feat: add SSL/Domain admin page for custom HTTPS configuration
- Backend: 4 new endpoints in SettingsController (GET/POST/DELETE /settings/ssl, POST /settings/ssl/check-dns)
- Certificate validation via Node.js crypto.X509Certificate (PEM format, expiry, SAN match)
- DNS resolution check via dns.promises.resolve4
- Auto-generates Traefik dynamic config (ssl-domain.yml) with custom domain routing + HTTP->HTTPS redirect
- Frontend: AdminSslPage with DNS name input, cert/key upload, status display
- Docker: Core-service gets access to traefik-certs volume and dynamic config directory

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-12 17:13:49 +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
a85634a906 feat: add trade event (Messe-Timer) feature with admin CRUD and dashboard tiles
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>
2026-03-12 13:33:19 +01:00
Thomas Reitz
923e6bc127 feat(frontend): redesign CompanyDetailPage with tabbed layout
Replace 3-column grid with 4-tab layout:
- Tab 1 (Unternehmen): 2-column grid with master data + Lexware status (left), contacts + relationships (right)
- Tab 2 (Aktivitäten): ActivityFeed component at full width
- Tab 3 (Vorgänge): Combined CRM deals + Lexware vouchers table with source badges, filters, and color-coded Lexware rows
- Tab 4 (Verträge): ContractsCard placeholder at full width

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-12 12:08:53 +01:00
Thomas Reitz
dbbde6c4fa style(crm): indent and color-highlight contact sub-rows
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>
2026-03-11 20:15:19 +01:00
Thomas Reitz
72fd57740b feat(crm): expandable contact sub-rows in companies table
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>
2026-03-11 20:03:26 +01:00
Thomas Reitz
068a7b81d5 fix(crm): fix voucher ID mapping — Lexware API returns 'id' not 'voucherId'
The voucherlist endpoint returns items with 'id' field, but our interface
defined it as 'voucherId', causing undefined IDs when fetching voucher details.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-11 18:37:23 +01:00
Thomas Reitz
4924875e92 fix(crm): add mandatory voucherStatus=any to Lexware voucherlist API call
The Lexware Office API requires voucherStatus as a mandatory parameter
for the /v1/voucherlist endpoint. Without it, the API returns 400 Bad
Request. Using 'any' fetches vouchers regardless of status.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-11 12:00:29 +01:00