Files
crm-system/.a0/current_status.md
T
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

489 B

Current Status — LeoCRM

Phase: 3 — Implementation Status: T03 COMPLETE — 103/103 tests pass, 85.92% plugin coverage Commit: 7a5a48f (pushed to Forgejo) Date: 2026-06-29 01:20 CEST

Completed Tasks

  • T01 Core Infrastructure + Auth (29 tests)
  • T02 Companies + Contacts + Import/Export (27 tests)
  • T03 Plugin System Framework (47 tests)

Next Action

  • Delegate T07a (Frontend SPA Shell) + T09 (KI-Copilot API) in parallel
  • Awaiting user approval