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