mirror of
http://172.20.10.11:3000/gitadmin/INSIGHT-MVP.git
synced 2026-06-25 01:36:39 +02:00
3f919340b5
Stammdaten (Kapitel 14):
- 5 neue Prisma-Modelle: Department, Location, CostCenter, JobTitle, SkillCategory
- MasterDataModule (Core Service): vollständiges CRUD + öffentliche Dropdown-Endpoints
- Admin-UI /admin/master-data mit 5 Tabs, Inline-Edit, Farbwahl (Skill-Kategorien)
CRM Reporting (Kapitel 22.9):
- recharts ^2.12.0 installiert
- Deals: GET /deals/stats (Win/Loss-Rate, Umsatz, Trend, Verlustgründe)
- Aktivitäten: GET /activities/stats (nach Typ, Completion-Rate, offene Tasks)
- Reports-Seite /crm/reports: LineChart, PieChart, BarChart mit Zeitraum-Filter
Hilfesystem (Kapitel 16):
- @anthropic-ai/sdk installiert; ANTHROPIC_API_KEY optional in .env
- HelpModule (Core Service): POST /help/chat via Claude Haiku
- HelpTooltip-Komponente: Hover-Tooltip für Formularfelder
- HelpPanel: seitlicher Drawer mit Seitenkontext + KI-Chat
- ❓-Button im Topbar (AppLayout), pageKey aus Route abgeleitet
Migration erforderlich: prisma migrate deploy (core-service)
Deployment: core rebuild, crm rebuild, frontend rebuild
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
211 lines
8 KiB
Markdown
211 lines
8 KiB
Markdown
# INSIGHT MVP — Aktueller Implementierungsstand
|
||
*Stand: 2026-03-15 (Update)*
|
||
|
||
---
|
||
|
||
## Alle Services live und gesund
|
||
|
||
| Service | Container | Status |
|
||
|---------|-----------|--------|
|
||
| Core Service | `insight-core` | ✅ healthy |
|
||
| CRM Service | `insight-crm` | ✅ healthy |
|
||
| Frontend | `insight-frontend` | ✅ healthy |
|
||
| PostgreSQL | `insight-postgres` | ✅ healthy |
|
||
| PgBouncer | `insight-pgbouncer` | ✅ healthy |
|
||
| Redis | `insight-redis` | ✅ healthy |
|
||
| Traefik | `insight-traefik` | ✅ healthy |
|
||
| step-ca | `insight-step-ca` | ✅ healthy |
|
||
|
||
---
|
||
|
||
## Implementierte Features (vollständig deployed)
|
||
|
||
### Auth & Benutzer
|
||
- ✅ Login (lokal + SSO via Microsoft Entra ID)
|
||
- ✅ JWT (RS256, Access in Memory, Refresh HttpOnly Cookie)
|
||
- ✅ 2FA (TOTP)
|
||
- ✅ Silent Refresh
|
||
- ✅ Passwort ändern
|
||
- ✅ Profilbild-Upload
|
||
|
||
### Microsoft 365 Integration
|
||
- ✅ OAuth2-Flow (`/auth/integrations/microsoft-365`)
|
||
- ✅ Token-Storage verschlüsselt (AES-256-GCM) in `user_integrations`
|
||
- ✅ Token-Refresh automatisch
|
||
- ✅ Scopes: Mail.Read, Calendars.Read, Tasks.ReadWrite, offline_access
|
||
- ✅ O365-Profilfelder: jobTitle, department, companyName, officeLocation
|
||
- ✅ Profilbild-Sync aus O365 (96x96, nur wenn kein INSIGHT-Avatar)
|
||
- ✅ Auto-Sync beim Login (`useO365ProfileSync` Hook)
|
||
|
||
### Dashboard
|
||
- ✅ Home-Tab: Analoguhr, 3-Tage-Wetter-Prognose, Spruch des Tages, kompakte Widgets
|
||
- ✅ E-Mail-Tab (O365 Inbox mit Lesefenster)
|
||
- ✅ Kalender-Tab (O365 Events)
|
||
- ✅ Aufgaben-Tab (O365 + CRM bidirektional)
|
||
- ✅ Kontakte-Tab (O365 + CRM verknüpft)
|
||
|
||
### CRM (Phase 1–2.5)
|
||
- ✅ Companies, Contacts, Deals, Activities (vollständiges CRUD)
|
||
- ✅ Pipelines & Stages
|
||
- ✅ Custom Fields
|
||
- ✅ Kanban-Board (`/crm/kanban`) mit Drag & Drop (@dnd-kit)
|
||
- ✅ Forecast-Ansicht
|
||
- ✅ Lexware Office Integration (Kontakte, Belege)
|
||
- ✅ North Data Enrichment
|
||
- ✅ **CRM Berechtigungsmodell (Phase 2.5)**:
|
||
- Sichtbarkeitsfilter OWN/TEAM/ALL pro Entity (COMPANY, CONTACT, DEAL, ACTIVITY)
|
||
- JWT enthält `tenantRole` + `department`
|
||
- ReadonlyGuard für READONLY-Rolle
|
||
- Admin-Einstellungsseite `/admin/crm-settings`
|
||
- Redis-Cache für Visibility-Settings (5 Min TTL)
|
||
|
||
### Expertenprofil
|
||
- ✅ Skills, Erfahrungen, Projekte, Zertifizierungen, Sprachen, Anhänge
|
||
- ✅ 3-Spalten-Layout
|
||
- ✅ PDF-Export (Timeline, Logo, Akzentfarbe aus Branding)
|
||
- ✅ Word-Export (DOCX)
|
||
|
||
### Profilzugriff (Admin)
|
||
- ✅ `ProfileAccessGroup` + `ProfileAccessGroupMember` Modelle
|
||
- ✅ Benutzergruppen mit canView/canExport/canEdit Berechtigungen
|
||
- ✅ Admin-UI `/admin/profile-access`:
|
||
- Tab "Gruppen": CRUD + Mitglieder verwalten
|
||
- Tab "Profile": alle User mit Aktionen (Ansehen, PDF, DOCX, Bearbeiten)
|
||
- ✅ Admin-Detailseite `/admin/profiles/:userId` (Profil im Admin-Kontext bearbeiten)
|
||
- ✅ Admin-Endpoints für alle Profil-Mutationen (`/expert-profile/admin/users/...`)
|
||
|
||
### Admin-Bereich
|
||
- ✅ Benutzerverwaltung (`/admin/users`)
|
||
- ✅ SSO-Konfiguration (`/admin/sso`)
|
||
- ✅ Externe Links (`/admin/external-links`)
|
||
- ✅ **Anpassungen (`/admin/customize`)**:
|
||
- Sidebar-Breite, Logo, Farben
|
||
- Login-Hintergrund (Farbverlauf / Einfarbig / Hintergrundbild)
|
||
- **Button-/Primärfarbe** (6 Presets, freier Color-Picker, Live-Vorschau)
|
||
- ✅ Firmendaten (`/admin/company`)
|
||
- ✅ Events (`/admin/events`)
|
||
- ✅ SSL/Domain (`/admin/ssl`)
|
||
- ✅ Profilzugriff (`/admin/profile-access`)
|
||
- ✅ CRM Sichtbarkeit (`/admin/crm-settings`)
|
||
- ✅ **Stammdaten (`/admin/master-data`)**:
|
||
- Abteilungen, Standorte, Kostenstellen, Stellenbezeichnungen, Skill-Kategorien
|
||
- Inline-Edit, Sortierung, Farbwahl (Skill-Kategorien)
|
||
- Prisma-Modelle: `departments`, `locations`, `cost_centers`, `job_titles`, `skill_categories`
|
||
- Öffentliche Dropdown-Endpoints (`/master-data/public/...`) für Frontend-Formulare
|
||
|
||
### CRM Reporting
|
||
- ✅ **Reports-Seite (`/crm/reports`)** mit recharts:
|
||
- Deals-Tab: Win/Loss-Rate, Gesamtumsatz, Ø Deal-Wert, Linechart (12-Monats-Trend), Pie (Verlustgründe), Bar (Pipeline-Stages)
|
||
- Aktivitäten-Tab: Kennzahlen-Karten, Balkendiagramm nach Typ (Gesamt vs. Abgeschlossen)
|
||
- Zeitraum-Filter: Dieser Monat / Dieses Quartal / Dieses Jahr
|
||
- Neue Backend-Endpoints: `GET /deals/stats`, `GET /activities/stats`
|
||
|
||
### Hilfesystem
|
||
- ✅ **HelpTooltip-Komponente**: Hover-Tooltip mit `❓`-Icon für Formularfelder
|
||
- ✅ **HelpPanel-Komponente**: Seitlicher Drawer mit kontextuellem Hilfetext + KI-Assistent
|
||
- Seiten-spezifische Hilfetexte (13+ Seiten definiert)
|
||
- KI-Chat via Claude Haiku (Anthropic API, `ANTHROPIC_API_KEY` in `.env`)
|
||
- Graceful Degradation: statischer Hilfetext funktioniert ohne API-Key
|
||
- ✅ **❓-Button im Topbar** (öffnet HelpPanel mit aktuellem Seitenkontext)
|
||
- ✅ Backend-Endpoint `POST /help/chat` (Core Service, JWT-geschützt)
|
||
|
||
### Login-Screen-Branding
|
||
- ✅ Dynamischer Hintergrund aus Branding-Einstellungen
|
||
- ✅ Logo auf Login-Seite (statt "INSIGHT"-Text)
|
||
- ✅ Typen: Farbverlauf, Einfarbig, Hintergrundbild (max 2MB)
|
||
- ✅ Button-/Primärfarbe: `--color-primary` CSS-Variable global dynamisch aus Branding
|
||
|
||
---
|
||
|
||
## Technische Infrastruktur
|
||
|
||
| Komponente | Version/Details |
|
||
|------------|-----------------|
|
||
| Backend | NestJS 10, TypeScript strict |
|
||
| Frontend | React 18, Vite |
|
||
| Datenbank | PostgreSQL 16, Prisma ORM |
|
||
| Cache | Redis 7 (Pub/Sub + Cache) |
|
||
| Connection Pool | PgBouncer |
|
||
| API Gateway | Traefik 3 |
|
||
| Auth | RS256 JWT, bcrypt Cost 12 |
|
||
| mTLS | step-ca (Smallstep) |
|
||
| Container | Docker Compose |
|
||
|
||
### Prisma-Schemas
|
||
- `core.schema.prisma` — User, Auth, Profile, Tenant, Integrations, ProfileAccess, **Stammdaten** (Department, Location, CostCenter, JobTitle, SkillCategory)
|
||
- `crm.schema.prisma` — CRM-Entities, Pipelines, CustomFields, Contracts, Visibility
|
||
|
||
### Neue Abhängigkeiten
|
||
- Frontend: `recharts ^2.12.0` (Charts für Reports-Seite)
|
||
- Core Service: `@anthropic-ai/sdk ^0.37.0` (KI-Hilfe-Chat)
|
||
|
||
### Branching
|
||
- Aktiver Branch: `feature/crm-service`
|
||
- ~208 Commits seit Initial
|
||
|
||
---
|
||
|
||
## API-Endpunkte (Core Service)
|
||
|
||
```
|
||
POST /api/v1/auth/login
|
||
POST /api/v1/auth/refresh
|
||
POST /api/v1/auth/logout
|
||
GET /api/v1/auth/integrations/microsoft-365 ← OAuth-Flow
|
||
GET /api/v1/auth/integrations/microsoft-365/callback
|
||
|
||
GET /api/v1/users/me
|
||
PATCH /api/v1/users/me
|
||
GET /api/v1/users/team-members
|
||
GET /api/v1/users/me/integrations
|
||
DELETE /api/v1/users/me/integrations/microsoft-365
|
||
|
||
GET /api/v1/expert-profile/me
|
||
PATCH /api/v1/expert-profile/me/skills
|
||
POST /api/v1/expert-profile/me/experiences
|
||
... (Projekte, Zertifizierungen, Sprachen, Anhänge)
|
||
GET /api/v1/expert-profile/me/export/pdf
|
||
GET /api/v1/expert-profile/me/export/docx
|
||
GET /api/v1/expert-profile/admin/users
|
||
GET /api/v1/expert-profile/admin/users/:userId
|
||
GET /api/v1/expert-profile/admin/users/:userId/export/pdf
|
||
... (alle Profil-Mutationen für Admin)
|
||
|
||
GET /api/v1/profile-access/groups
|
||
POST /api/v1/profile-access/groups
|
||
PATCH /api/v1/profile-access/groups/:id
|
||
DELETE /api/v1/profile-access/groups/:id
|
||
GET/POST/DELETE /api/v1/profile-access/groups/:id/members/:userId
|
||
|
||
GET /api/v1/settings/branding
|
||
POST /api/v1/settings/branding
|
||
GET /api/v1/settings/company
|
||
POST /api/v1/settings/company
|
||
|
||
GET /api/v1/master-data/departments (Admin)
|
||
POST /api/v1/master-data/departments
|
||
PATCH /api/v1/master-data/departments/:id
|
||
DELETE /api/v1/master-data/departments/:id
|
||
... (locations, cost-centers, job-titles, skill-categories — jeweils CRUD)
|
||
GET /api/v1/master-data/public/departments (@Public)
|
||
GET /api/v1/master-data/public/locations (@Public)
|
||
GET /api/v1/master-data/public/job-titles (@Public)
|
||
GET /api/v1/master-data/public/skill-categories (@Public)
|
||
|
||
POST /api/v1/help/chat
|
||
```
|
||
|
||
## API-Endpunkte (CRM Service)
|
||
|
||
```
|
||
Companies, Contacts, Deals, Activities, Pipelines, ... (vollständiges CRUD)
|
||
GET /api/v1/crm/deals/stats?period=YEAR
|
||
GET /api/v1/crm/activities/stats?period=YEAR
|
||
GET /api/v1/crm/visibility-settings
|
||
PUT /api/v1/crm/visibility-settings/:entity
|
||
GET /api/v1/crm/office365/emails
|
||
GET /api/v1/crm/office365/calendar
|
||
GET /api/v1/crm/office365/tasks
|
||
POST /api/v1/crm/office365/tasks
|
||
GET /api/v1/crm/office365/profile
|
||
```
|