INSIGHT-MVP/packages/crm-service
Thomas Reitz 3f919340b5 feat: Stammdaten, CRM Reporting, Hilfesystem (hohe Priorität)
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>
2026-03-15 10:39:30 +01:00
..
keys feat(crm): add standalone dev environment and test token generator 2026-03-10 16:03:59 +01:00
prisma feat: CRM Berechtigungsmodell — konfigurierbares Sichtbarkeitsmodell (OWN/TEAM/ALL) 2026-03-14 22:20:53 +01:00
scripts feat(crm): add standalone dev environment and test token generator 2026-03-10 16:03:59 +01:00
src feat: Stammdaten, CRM Reporting, Hilfesystem (hohe Priorität) 2026-03-15 10:39:30 +01:00
.dockerignore feat(crm): scaffold CRM service with full CRUD modules 2026-03-10 15:54:13 +01:00
docker-compose.crm-dev.yml feat(crm): add standalone dev environment and test token generator 2026-03-10 16:03:59 +01:00
Dockerfile feat(crm): scaffold CRM service with full CRUD modules 2026-03-10 15:54:13 +01:00
nest-cli.json feat(crm): scaffold CRM service with full CRUD modules 2026-03-10 15:54:13 +01:00
package-lock.json feat(crm): Phase 2.2-2.4 backend + contract files — vollständige CRM-Service Implementierung 2026-03-12 22:06:58 +01:00
package.json feat(crm): Phase 2.2-2.4 backend + contract files — vollständige CRM-Service Implementierung 2026-03-12 22:06:58 +01:00
Summarize.md feat(crm): Phase 2.2-2.4 backend + contract files — vollständige CRM-Service Implementierung 2026-03-12 22:06:58 +01:00
tsconfig.json feat(crm): scaffold CRM service with full CRUD modules 2026-03-10 15:54:13 +01:00