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Author SHA1 Message Date
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
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
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
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
0ed1e77844 feat(crm): add company detail overhaul with industries, account types, relationship types 
- 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
2381409e6d feat(frontend): add Lexware Office integration UI 
Implements complete Lexware Office frontend integration:
- Types: LexwareVoucher, DealVoucher, LexwareContact, VoucherType
- API: lexwareContactsApi + lexwareVouchersApi (16 endpoints)
- Hooks: React Query hooks for search, link/unlink, sync, vouchers
- LexwareSection: reusable component for Company/Contact detail pages
  with status badge, sync/push/refresh buttons, and voucher table
- LexwareSearchModal: search Lexware contacts and link to CRM entities
- DealVouchersSection: link/unlink vouchers on Deal detail page
- CRM Settings: Lexware Office toggle (admin-configurable)
- Company/Contact/Deal detail pages extended with Lexware sections

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
 2026-03-10 22:20:18 +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