Commit graph

16 commits

Author SHA1 Message Date
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
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
Thomas Reitz
b4d1f33862 chore(crm): log Lexware API error response body for debugging
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-11 11:57:52 +01:00
Thomas Reitz
ba4eec951a fix(crm): fix Lexware import 500 — tenantId validation in TenantGuard and service
- TenantGuard: remove PLATFORM_ADMIN bypass, require tenantId for all users
- lexware-contacts.service: add defensive tenantId check in importAsCompany
  and importAsContact with clear BadRequestException message

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-11 10:34:46 +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
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
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
56a9ed9647 feat(crm): add Company entity + rename Deals to Vorgaenge
- New Company model with full CRUD under /api/v1/crm/companies
- Contact now has companyId relation + position field
- Deal now has companyId relation
- Company detail includes contacts (top 20) and deals (top 10)
- All endpoints include company in responses
- Swagger tags renamed: Deals -> Vorgaenge (Deals)
- Error messages use "Vorgang" instead of "Deal"

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-10 19:30:34 +01:00
Thomas Reitz
c9e2c4a44c feat(crm): add PATCH endpoint for pipeline stages + HTTPS router
- New PATCH /pipelines/:id/stages/:stageId endpoint to update
  stage name, color, and sortOrder
- Added HTTPS (websecure) Traefik router for CRM service
- Both requested by frontend developer via INSIGHT-CRM.md

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-10 19:22:33 +01:00
Thomas Reitz
43877bbb4a docs(crm): update Summarize.md with deployment status and test results
All CRM endpoints tested successfully on insight-dev-01.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-10 18:08:00 +01:00
Thomas Reitz
b3eb533fa7 chore(crm): add package-lock.json for Docker build
npm ci requires package-lock.json to ensure reproducible builds.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-10 16:20:35 +01:00
Thomas Reitz
094db465cb feat(crm): add standalone dev environment and test token generator
- docker-compose.crm-dev.yml: isolierte Testumgebung (PostgreSQL + Redis + CRM)
- scripts/generate-token.ts: generiert Test-JWTs fuer curl-basiertes API-Testing
- scripts/init-schema.sql: erstellt app_crm Schema beim DB-Start
- keys/: Test-RSA-Schluessel (nur fuer lokale Entwicklung!)
- Fix: multiSchema previewFeature entfernt (deprecated)

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-10 16:03:59 +01:00
Thomas Reitz
8783d01fc0 feat(crm): scaffold CRM service with full CRUD modules
Eigenstaendiger NestJS-Service unter packages/crm-service/ mit:
- Prisma Schema (app_crm): Contact, Activity, Pipeline, PipelineStage, Deal
- JWT RS256 Auth mit shared Public Key und Token-Revocation
- Multi-Tenancy: TenantGuard + tenantId-Filter auf allen Queries
- CRUD-Module: Contacts, Activities, Pipelines, Deals
- Docker-Integration: docker-compose.crm.yml (Port 3100, Traefik-Route /api/v1/crm)
- Health-Check, Swagger, GlobalExceptionFilter, Pagination

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-10 15:54:13 +01:00