INSIGHT-MVP/packages/crm-service/src
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
..
account-types feat(crm): add company detail overhaul with industries, account types, relationship types 2026-03-11 09:21:57 +01:00
activities feat: Stammdaten, CRM Reporting, Hilfesystem (hohe Priorität) 2026-03-15 10:39:30 +01:00
auth feat: CRM Berechtigungsmodell — konfigurierbares Sichtbarkeitsmodell (OWN/TEAM/ALL) 2026-03-14 22:20:53 +01:00
common fix: VisibilityLevel als lokalen String-Type statt Prisma-Enum verwenden 2026-03-14 22:24:18 +01:00
companies fix: VisibilityLevel Enum-Referenzen durch String-Literale ersetzen 2026-03-14 22:28:56 +01:00
company-relationships feat(crm): add company detail overhaul with industries, account types, relationship types 2026-03-11 09:21:57 +01:00
config feat(crm): Microsoft 365 Graph-API Proxy (Phase 3.2) 2026-03-12 22:40:31 +01:00
contacts fix: VisibilityLevel Enum-Referenzen durch String-Literale ersetzen 2026-03-14 22:28:56 +01:00
contracts feat(crm): Phase 2.2-2.4 backend + contract files — vollständige CRM-Service Implementierung 2026-03-12 22:06:58 +01:00
custom-fields feat(crm): Phase 2.1 Custom Fields — backend + frontend integration 2026-03-12 18:22:57 +01:00
deal-types feat(crm): Projektanfrage-Vorgangstyp – isProjectType + ProjectRequestDetails 2026-03-13 17:17:40 +01:00
deals feat: Stammdaten, CRM Reporting, Hilfesystem (hohe Priorität) 2026-03-15 10:39:30 +01:00
enrichment feat(crm): Phase 2.2-2.4 backend + contract files — vollständige CRM-Service Implementierung 2026-03-12 22:06:58 +01:00
events feat(crm): Phase 1 backend schema expansion + frontend integration 2026-03-12 15:56:41 +01:00
graph feat(crm): Kontakt-Detailseite – Breite, Outlook Daten, Outlook-Push 2026-03-13 19:57:07 +01:00
health feat(crm): Phase 2.2-2.4 backend + contract files — vollständige CRM-Service Implementierung 2026-03-12 22:06:58 +01:00
import feat(crm): Phase 2.2-2.4 backend + contract files — vollständige CRM-Service Implementierung 2026-03-12 22:06:58 +01:00
industries feat(crm): add company detail overhaul with industries, account types, relationship types 2026-03-11 09:21:57 +01:00
lexware feat(crm): Phase 1 backend schema expansion + frontend integration 2026-03-12 15:56:41 +01:00
owners feat(crm): Phase 1 backend schema expansion + frontend integration 2026-03-12 15:56:41 +01:00
pipelines feat(crm): Phase 2.2-2.4 backend + contract files — vollständige CRM-Service Implementierung 2026-03-12 22:06:58 +01:00
prisma feat(crm): scaffold CRM service with full CRUD modules 2026-03-10 15:54:13 +01:00
redis feat(crm): Phase 1 backend schema expansion + frontend integration 2026-03-12 15:56:41 +01:00
relationship-types feat(crm): add company detail overhaul with industries, account types, relationship types 2026-03-11 09:21:57 +01:00
trade-events feat: add trade event (Messe-Timer) feature with admin CRUD and dashboard tiles 2026-03-12 13:33:19 +01:00
visibility fix: VisibilityLevel als lokalen String-Type statt Prisma-Enum verwenden 2026-03-14 22:24:18 +01:00
app.module.ts feat: CRM Berechtigungsmodell — konfigurierbares Sichtbarkeitsmodell (OWN/TEAM/ALL) 2026-03-14 22:20:53 +01:00
main.ts feat(crm): scaffold CRM service with full CRUD modules 2026-03-10 15:54:13 +01:00