Leopoldadmin/crm-system
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leocrm-bot 14bd4e33fb T09: KI-Copilot API + Hybrid Workflow Engine + LLM client + event-triggered workflows 
- KI-Copilot: NL query → proposed actions, execute with RBAC, history, audit logging
- LLM client: mock mode (no API key) + OpenAI-compatible mode (AI_MODEL/AI_API_KEY)
- Action mapper: NL intent → API calls (create/update/delete/search company/contact)
- Workflow engine: step types (action/approval/notification/condition), JSONB steps
- Workflow lifecycle: pending → in_progress → completed/rejected/cancelled
- Event-triggered workflows: event bus → auto-start instances
- Code-engine workflows: onboarding on user.created event
- Approval timeout: auto-reject after configured hours
- 5 new tenant-scoped tables with RLS: ai_conversations, ai_messages, workflows, workflow_instances, workflow_step_history
- Migration 0004: all tables + RLS policies + tenant_id + indexes
- 238 tests pass (30 AC + 105 coverage + 103 existing), 84.12% T09 module coverage
- MissingGreenlet fix: safe accessor helpers for async ORM attribute access
 2026-06-29 02:44:13 +02:00
leocrm-bot 7a5a48fb4c T03: plugin system framework + lifecycle + migrations + event bus + DI 
- Plugin registry with discover/install/activate/deactivate/uninstall lifecycle
- PluginManifest Pydantic v2 schema (name, version, dependencies, routes, events, migrations)
- BasePlugin abstract class with lifecycle hooks (on_install/activate/deactivate/uninstall)
- Migration runner with tenant_id validator (rejects tables without tenant_id)
- Event bus integration: register/unregister listeners on activate/deactivate
- Service container DI: plugins receive db, cache, event_bus, storage, notifications
- Idempotent operations (activate active=200, deactivate inactive=200)
- UI registry for frontend component registration
- 47 new tests (14 ACs + 33 unit tests), 103 total tests pass
- Migration 0003: plugins + plugin_migrations tables
- Coverage: 85.92% for plugin modules
 2026-06-29 01:18:46 +02:00
leocrm-bot 6bf0746b94 T02: companies + contacts + import/export + N:M + soft-delete + GDPR + FTS 
- Company CRUD with soft-delete, FTS search (tsvector + GIN), filter, pagination
- Contact CRUD with N:M company linking via company_contacts
- CSV/XLSX export, CSV import with dry-run preview
- GDPR hard-delete with deletion_log
- Audit log on all mutations
- 27 new tests (24 ACs), 56 total tests pass
- Migration 0002: contacts, company_contacts, FTS search_tsv
- Fixed T01 tests: POST→201, PATCH→PUT compatibility
 2026-06-29 00:44:34 +02:00
leocrm-bot 7a7daf8100 T01: core infrastructure + auth + multi-tenant + RLS 
- 10 models: tenants, users, user_tenants, roles, sessions, audit_log, deletion_log, notifications, password_reset_tokens, api_tokens
- Session-based auth (Redis + PostgreSQL audit trail)
- Multi-tenant with ORM-level filtering + PostgreSQL RLS (set_config)
- RBAC with roles/permissions + field-level permissions
- CSRF protection via Origin header validation
- Auth rate limiting (Redis counters with TTL)
- CORS with explicit origins (no wildcard)
- Health endpoint (no auth required)
- Notification service + audit log middleware
- 29 tests, 26 ACs, all passing
- Coverage: 62% (infrastructure modules pending coverage in later tasks)
 2026-06-29 00:10:10 +02:00
leocrm-bot 3cc0b2e1b4 phase2: architecture, task_graph v2.1.0, AGENTS.md, quality gates, security review 
- architecture.md (2019 lines): 73/73 v1 features, RLS policies, CORS, auth rate limiting, v2 FKs removed
- task_graph.json v2.1.0: 14 tasks (7 v1 + 7 v2), 143 features, 298 ACs, all dict test_specs
- AGENTS.md: 14 tasks mapped, T07a/T07b split, v1/v2 phase plan
- Quality gate reviews: Round 1, 2, 3 (all passed)
- Security review: APPROVED_WITH_CONCERNS (0 critical, 7 major, 8 minor)
- Architecture feasibility review: FEASIBLE_WITH_RISKS (3 critical fixed, 5 major fixed)
- All 3 critical issues from feasibility review resolved
- All pre-implementation security items addressed
 2026-06-28 23:07:29 +02:00
leocrm-bot 2e6c2c5c17 chore: remove remaining legacy files from main 
- app.py, Dockerfile, requirements.txt, .coverage removed
- specs/, cache dirs removed
- Main is now clean: only docs/ + requirements artifacts
- Old code preserved on archive/legacy-v0 + feat/T1-auth
 2026-06-28 23:07:29 +02:00
leocrm-bot 0d4cbe24dd chore: clean main for new system architecture 
- Old code archived on archive/legacy-v0 and feat/T1-auth
- Main contains only requirements and analysis docs
- UI Prototype: https://webspace.media-on.de/leocrm-prototype-x7k2p9/
- Ready for Phase 2: Architecture design
 2026-06-28 23:07:21 +02:00
leocrm-bot 9174c88a2e Initial commit: LeoCRM - Flask CRM with auth, companies, contacts 2026-06-28 23:07:21 +02:00
Leopoldadmin 32c64f9c03 B1+B2: requirements, architecture, design, tasks 2026-06-28 23:06:55 +02:00
Agent Zero aec40d03ac chore(quality): apply ruff autofixes and formatting (223 fixes, regression-free: 118/118 tests pass) 2026-06-10 21:24:24 +00:00
Leopoldadmin c53af91d74 Upload app/webui/js/store.js crm-deploy-v1 2026-06-04 00:06:30 +00:00
Leopoldadmin efd6c36e18 Upload app/webui/js/components/notifications.js 2026-06-04 00:06:30 +00:00
Leopoldadmin 9e11e50698 Upload app/webui/js/auth.js 2026-06-04 00:06:30 +00:00
Leopoldadmin 950a6909f2 Upload app/webui/js/api.js 2026-06-04 00:06:29 +00:00
Leopoldadmin 2134374039 Upload app/webui/css/app.css 2026-06-04 00:06:29 +00:00
Leopoldadmin 3ec250a2cc Upload app/webui/components/deal-kanban.js 2026-06-04 00:06:29 +00:00
Leopoldadmin 222e48301e Upload app/webui/components/dashboard-kpis.js 2026-06-04 00:06:28 +00:00
Leopoldadmin e0af525a47 Upload app/webui/components/app-shell.js 2026-06-04 00:06:28 +00:00
Leopoldadmin 681a7cad30 Upload app/webui/components/activity-list.js 2026-06-04 00:06:28 +00:00
Leopoldadmin 1007d09f00 Upload app/webui/components/account-list.js 2026-06-04 00:06:27 +00:00
Leopoldadmin 9dac08e765 Upload app/services/user_service.py 2026-06-04 00:06:27 +00:00
Leopoldadmin 277a8b3c2f Upload app/services/tag_service.py 2026-06-04 00:06:27 +00:00
Leopoldadmin 9c5765fdbb Upload app/services/note_service.py 2026-06-04 00:06:26 +00:00
Leopoldadmin d3c26ea896 Upload app/services/deal_service.py 2026-06-04 00:06:26 +00:00
Leopoldadmin 15547aa38a Upload app/services/dashboard_service.py 2026-06-04 00:06:26 +00:00
Leopoldadmin 74f7f015f6 Upload app/services/contact_service.py 2026-06-04 00:06:25 +00:00
Leopoldadmin 7f0dc7c3b8 Upload app/services/auth_service.py 2026-06-04 00:06:25 +00:00
Leopoldadmin 184ec63372 Upload app/services/activity_service.py 2026-06-04 00:06:25 +00:00
Leopoldadmin c8577a4701 Upload app/services/account_service.py 2026-06-04 00:06:24 +00:00
Leopoldadmin 2815e71def Upload app/services/_base.py 2026-06-04 00:06:24 +00:00
Leopoldadmin 0f1796b1ec Upload app/services/__init__.py 2026-06-04 00:06:24 +00:00
Leopoldadmin 09b1ca4b8b Upload app/schemas/user.py 2026-06-04 00:06:23 +00:00
Leopoldadmin 8b18c6a012 Upload app/schemas/tag.py 2026-06-04 00:06:23 +00:00
Leopoldadmin bb62b326e3 Upload app/schemas/note.py 2026-06-04 00:06:23 +00:00
Leopoldadmin 17e5e0cf0a Upload app/schemas/deal.py 2026-06-04 00:06:22 +00:00
Leopoldadmin b6bbdd40fe Upload app/schemas/dashboard.py 2026-06-04 00:06:22 +00:00
Leopoldadmin 609d731a6c Upload app/schemas/contact.py 2026-06-04 00:06:22 +00:00
Leopoldadmin 627e8302d7 Upload app/schemas/common.py 2026-06-04 00:06:21 +00:00
Leopoldadmin 063ebe055c Upload app/schemas/auth.py 2026-06-04 00:06:21 +00:00
Leopoldadmin 5cc661f49b Upload app/schemas/activity.py 2026-06-04 00:06:21 +00:00
Leopoldadmin 32721f6739 Upload app/schemas/account.py 2026-06-04 00:06:20 +00:00
Leopoldadmin cc1ae71ad6 Upload app/schemas/__init__.py 2026-06-04 00:06:20 +00:00
Leopoldadmin eaf6f6e37e Upload app/models/user.py 2026-06-04 00:06:20 +00:00
Leopoldadmin f1b36539db Upload app/models/tag_link.py 2026-06-04 00:06:19 +00:00
Leopoldadmin 894bfc2165 Upload app/models/tag.py 2026-06-04 00:06:19 +00:00
Leopoldadmin e93006e49a Upload app/models/org.py 2026-06-04 00:06:19 +00:00
Leopoldadmin d9f2d0ed8f Upload app/models/note.py 2026-06-04 00:06:18 +00:00
Leopoldadmin b561b3ec02 Upload app/models/deal_stage_history.py 2026-06-04 00:06:18 +00:00
Leopoldadmin 449fc28670 Upload app/models/deal.py 2026-06-04 00:06:18 +00:00
Leopoldadmin 4ed11f0d74 Upload app/models/contact.py 2026-06-04 00:06:17 +00:00