docs: Update .a0/worklog.md with Phase 4-5 and cleanup entries
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# LeoCRM — Worklog
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## P1-4 — Transactional Outbox — COMPLETE ✅
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**Date**: 2026-07-25 19:17
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**Tests**: 6/6 outbox tests pass
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**Migration**: 0040_outbox.py (down_revision=0039_contact_normalize)
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## 2026-08-04 — Security Fix Plan Phase 4: Krisensicherheit
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**Commit:** a26405f
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**Tests:** 30/30 resilience tests pass
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### Files Created (4 new)
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- alembic/versions/0040_outbox.py — event_outbox table with indexes
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- app/core/outbox.py — enqueue_outbox_event() + process_outbox_batch() with retry/backoff
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- app/models/outbox.py — SQLAlchemy ORM model
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- tests/test_outbox.py — 6 tests (enqueue, publish, retry, max_attempts, batch_size, empty)
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### Implementiert:
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- app/core/resilience.py: CircuitBreaker (CLOSED/OPEN/HALF_OPEN), retry_db, redis_call_with_fallback, InMemoryRateLimiter, CircuitBreakerMiddleware
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- app/core/auth.py: get_session_data() mit DB-Fallback (sessions table) bei Redis-Ausfall
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- app/core/permissions.py: get_cached_permissions() mit DB-Fallback bei Redis-Ausfall
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- app/core/rate_limit.py: check_rate_limit() mit InMemoryRateLimiter Fallback
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- app/core/middleware.py: CSRF-Validierung nutzt get_session_data() (Redis+DB), best-effort TTL
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- app/core/db/__init__.py: get_db() mit retry_db() für transiente Verbindungsfehler
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- app/deps.py: refresh_session_ttl() in try/except für Redis-Ausfall
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- app/main.py: CircuitBreakerMiddleware registriert (503 bei offenem DB-Circuit)
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- app/config.py: Resilience-Settings (thresholds, cooldown, retries)
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- tests/test_resilience.py: 30 Tests
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### Files Modified (4)
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- app/core/event_bus.py — added publish_with_results(); docstring note about outbox for domain events
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- app/core/worker.py — process_outbox_job cron (every 5s, Redis distributed lock via _wrap_cron_with_lock)
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- app/services/contact_service.py — contact.created, lead.created, contact.updated → enqueue_outbox_event
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- tests/conftest.py — import EventOutbox model; add event_outbox to TRUNCATE list
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### Verifikation:
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- 30/30 Resilience-Tests ✅
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- Health Check: 200 ✅
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- Login: 200 ✅
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- Deploy über Coolify erfolgreich
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### Verification
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- py_compile: ALL OK
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- alembic heads: single head 0040_outbox
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- pytest tests/test_outbox.py: 6/6 PASSED
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- test_contacts.py: 5 failed (pre-existing 403 RBAC issue, confirmed via git stash)
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---
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## T03 — Plugin System Framework — COMPLETE ✅
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**Date**: 2026-06-29 01:20
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**Commit**: 7a5a48f (pushed to Forgejo)
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**Tests**: 47/47 T03 tests pass, 103/103 full suite pass
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**Coverage**: 85.92% for plugin modules (target: 85% ✅)
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**Migration**: 0003_plugin_system.py applied (plugins + plugin_migrations tables)
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## 2026-08-04 — Security Fix Plan Phase 5.1-5.4: Architektur-Lücken (Teil 1)
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**Commit:** cfb4c5a
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### Files Created (12 new)
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- app/plugins/__init__.py, manifest.py, base.py, registry.py, migration_runner.py
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- app/plugins/builtins/__init__.py, test_sample.py, migrations/0001_test_plugin.sql, migrations/0001_bad_migration.sql
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- app/models/plugin.py, app/schemas/plugin.py, app/services/plugin_service.py, app/routes/plugins.py
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- alembic/versions/0003_plugin_system.py
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- tests/test_plugins.py (47 tests, 14 ACs + 33 unit tests)
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### 5.1 Public Plugin Endpoints:
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- PluginRouteDef.is_public Field in manifest.py
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- main.py: Public Routes ohne Auth-Dependency mounten
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- permissions/public_routes.py: token-basierte Share-Link Zugriff (info, verify, download)
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### Files Modified (8)
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- app/main.py (plugins router + registry init in lifespan)
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- app/models/__init__.py, app/routes/__init__.py, app/schemas/__init__.py, app/services/__init__.py
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- tests/conftest.py (plugin tables in TRUNCATE list)
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### 5.2 PWA:
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- VitePWA in vite.config.ts konfiguriert (autoUpdate, workbox, runtime caching)
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- manifest.json mit Icons, theme-color, apple-mobile-web-app meta tags
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- Build generiert sw.js + workbox (90 precache entries)
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### Bugs Fixed by Subagent
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1. Unterminated f-string in registry.py
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2. Migration runner DB connection visibility (now uses session's own connection)
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3. Route unregistration by path match (FastAPI wraps routes differently)
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4. Dollar-quote SQL splitting (flush after closing $$)
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5. AC11 assertion type (dict vs string for HTTPException detail)
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### 5.3 Contacts Embedding:
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- Vector(768) embedding Column zum Contact model hinzugefügt
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- Migration 0002_embeddings.sql existiert bereits (HNSW Index)
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### Verification (Orchestrator Independent)
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- pytest tests/test_plugins.py -v: 47/47 PASS
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- pytest tests/ -v: 103/103 PASS (zero regressions)
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- Coverage: 85.92% (manifest 100%, base 88%, registry 88%, migration_runner 79%)
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- Migration 0003 applied via alembic upgrade head
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- No forbidden patterns found
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- Pushed to Forgejo: 6bf0746..7a5a48f
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### 5.4 Search Coverage:
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- 5 neue Search Provider: task, contactperson, tag, conversation, user
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- Total: 10 Search Provider (war 5)
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- provider_registry.py aktualisiert
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### Next: T07a (Frontend SPA Shell) ∥ T09 (KI-Copilot API) — parallel delegation
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### Verifikation:
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- py_compile: 17 Dateien OK ✅
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- tsc --noEmit: clean ✅
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- Frontend build: success (sw.js generiert) ✅
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- Health Check: 200 ✅, Login: 200 ✅
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## T09 — KI-Copilot API + Hybrid Workflow Engine Backend — COMPLETE ✅
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**Date**: 2026-06-29 02:46
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**Commit**: 14bd4e3 (pushed to Forgejo)
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**Tests**: 238/238 full suite pass (30 AC + 105 coverage + 103 existing)
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**Coverage**: 84.12% for T09 modules (target: 80% ✅)
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**Migration**: 0004_ai_workflows.py applied (5 tables with RLS)
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---
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### Files Created (24 new)
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- app/models/ai_conversation.py, app/models/workflow.py
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- app/schemas/ai_copilot.py, app/schemas/workflow.py
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- app/ai/__init__.py, app/ai/llm_client.py, app/ai/action_mapper.py
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- app/services/ai_copilot_service.py (~500 lines), app/services/workflow_service.py (~675 lines)
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- app/routes/ai_copilot.py, app/routes/workflows.py
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- app/workflows/__init__.py, app/workflows/engine.py
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- app/workflows/code/__init__.py, app/workflows/code/onboarding.py
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- alembic/versions/0004_ai_workflows.py
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- tests/test_ai_copilot.py (67 tests), tests/test_workflows.py (68 tests)
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- test_report.md
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## 2026-08-04 — Security Fix Plan Phase 5.5-5.9: Architektur-Lücken (Teil 2)
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**Commit:** 000c969
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**Files:** 36 files changed, +3118 lines
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### Files Modified (7)
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- app/models/__init__.py, app/routes/__init__.py, app/schemas/__init__.py, app/services/__init__.py
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- app/main.py (added ai_copilot + workflows routers)
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- tests/conftest.py (added new tables to TRUNCATE + model imports)
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- app/core/event_bus.py (added workflow event handler registration)
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### 5.5 Plugin-Marketplace:
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- Neues Plugin: marketplace/ (models, routes, services, schemas, config)
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- MarketplaceListing model (global, keine tenant_id)
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- Ed25519 Signatur-Verifikation via PluginSignature
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- Endpoints: list, detail, install, verify, categories
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### Bugs Fixed
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1. MissingGreenlet on async lazy-load of updated_at/created_at — fixed with _safe_iso() and _get_attr() helpers
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2. _message_to_dict in ai_copilot_service.py — patched by orchestrator (m.created_at.isoformat() → _safe_iso(_get_attr(m, "created_at")))
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### 5.6 Agent Memory (persistent):
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- Neues Plugin: agent_memory/ (models, routes, services, schemas)
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- AgentMemory model mit embedding vector(768) + HNSW index
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- store_memory() mit auto-embedding
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- retrieve_relevant_memories() mit pgvector cosine similarity
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### Coverage Breakdown
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- app/workflows/engine.py: 0% → 90.00%
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- app/services/ai_copilot_service.py: 38.89% → 98.61%
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- app/ai/action_mapper.py: 43.44% → 96.72%
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- app/ai/llm_client.py: 64.62% → 81.54%
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- app/services/workflow_service.py: 62.54% → 75.95%
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- app/routes/workflows.py: 59.48% → 62.93%
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- app/routes/ai_copilot.py: 65% → 65.00%
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- **Overall: 45.37% → 84.12%** ✅
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### 5.7 GraphRAG:
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- Neues Plugin: graph_rag/ (models, routes, services, provider, schemas)
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- EntityRelationship model (source/target type+id, relationship_type, metadata)
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- BFS Graph-Traversal (bidirektional, konfigurierbare Tiefe)
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- GraphRAGSearchProvider im unified_search registriert
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### Verification (Orchestrator Independent)
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- pytest tests/: 238/238 PASS (zero regressions)
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- Migration 0004 applied via alembic upgrade head
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- RLS policies on all 5 new tables (ai_conversations, ai_messages, workflows, workflow_instances, workflow_step_history)
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- No forbidden patterns (.test TLD, SET LOCAL, raise HTTPException in middleware, POST without status_code)
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- POST action endpoints (query/execute/advance/cancel) correctly use 200 default
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- POST creation endpoints (workflows, instances) correctly use 201
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- Pushed to Forgejo: 7a5a48f..14bd4e3
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### 5.8 Subagents / Multi-Agent:
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- AgentCoordinator Klasse (create_subtask, wait_for_subtask, aggregate, cancel)
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- AgentSubtask model + migration 0002_agent_subtasks.sql
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- 6 neue API Endpoints für Subtask-Management
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- Tools in AI tool registry registriert
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### Next: T07a (Frontend SPA Shell — React 18)
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### 5.9 External Agent API:
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- external_api.py: POST /run, GET /status, POST /stream (SSE)
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- Bearer API Token Authentifizierung
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- Rate Limiting: 10 req/min per token
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## 2026-06-29 08:03 — T07a Complete
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- **Task**: T07a — Frontend Core SPA (Shell, Auth, Routing, i18n, UI Library, Accessibility)
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- **Commit**: 22976ab (pushed to Forgejo)
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- **Tests**: 111/111 passing (20 test files)
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- **tsc**: 0 errors
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- **Build**: Success (471KB JS, 24KB CSS gzipped)
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- **Files**: 66 files, 8598 insertions
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- **Fixes applied by orchestrator**:
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- Login form aria-label for role=form accessibility
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- Avatar img alt="" to prevent duplicate role=img
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- Avatar test null-safety with non-null assertion
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- index.css border-border → border-secondary-200 (Tailwind class missing)
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- .gitignore created to exclude node_modules/dist
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- Remote URL fixed from agent-zero to Forgejo leocrm repo
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- **Subagent**: implementation_engineer (hit context cap at ~90%, orchestrator completed remaining fixes)
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### Verifikation:
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- py_compile: alle neuen Dateien OK ✅
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- Health Check: 200 ✅, Login: 200 ✅
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- 3 neue Plugins in main.py registriert
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## 2026-06-29 11:05 — T07b Complete
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- **Task**: T07b — Frontend Feature Pages
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- **Commit**: 700b7a7 (47 files, +4088 lines)
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- **Pushed**: Forgejo remote, HEAD=700b7a7
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- **Verification**: 141 tests pass, build success, tsc clean
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- **Deliverables**: 11 feature pages, 3 page updates, 13 routes, 12 test files, i18n updates, 7 shared components, 16 API hooks
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- **Subagents used**: 3 (implementation_engineer x2, a0-orchestrator-git x1)
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---
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## 2026-06-29 20:50 — T04 Complete
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- **Task**: T04 — DMS Plugin Backend (Folders, Files, Preview, OnlyOffice, Share Links)
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- **Commit**: fdb41da (14 files, +3760 lines)
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- **Pushed**: Forgejo remote, HEAD=fdb41da
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- **Verification**: 106 DMS tests pass (27 AC + 38 error + 41 coverage), 97.90% coverage, 412 total tests pass (full regression), 0 ruff errors
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- **Deliverables**: DMS plugin dir (6 files), 3 test files, conftest fixture sharing, pyproject.toml coverage config fix (concurrency=greenlet)
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- **Subagents used**: 2 (implementation_engineer x2 — initial + coverage improvement)
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- **Key finding**: coverage.py needed `concurrency = ["greenlet"]` for Python 3.13 async tracking
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## 2026-08-04 — Cleanup
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**Commit:** 157e454, aaf2784
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## 2026-06-29 14:05 — T11 Complete
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- **Task**: T11 — Tags Plugin + Permissions Plugin + Entity Links Backend
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- **Commit**: 5d18507 (26 files, +2863 lines)
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- **Pushed**: Forgejo remote, HEAD=5d18507
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- **Verification**: 68 tests pass, coverage 66.61% (dead code gaps explained)
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- **Deliverables**: 3 plugin dirs (tags, permissions, entity_links), 3 test files, migration_runner fix, builtins registration, conftest updates
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- **Subagents used**: 3 (implementation_engineer x3 — initial, fixes, coverage improvement)
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### Gelöscht:
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- 34 alte Plan-Dateien (SANIERUNGS_FORTSCHRITT.md, UMBAU_PLAN.md, FIX-PLAN.md, etc.)
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- dump.rdb, templates/ (Jinja2 HTML), frontend/test_report.md
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- .a0/current_status.md und next_steps.md aktualisiert
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## 2026-06-30 01:15 — T05 Complete
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- **Task**: T05 — Calendar Plugin Backend (Appointments, Tasks, Kanban, ICS, Resources, Recurrence)
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- **Commit**: 7fbeeda (14 files, +3674 lines)
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- **Pushed**: Forgejo remote, HEAD=7fbeeda
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- **Verification**: 69 calendar tests pass (33 AC + 36 recurrence unit), 86.87% coverage, 481 total tests pass (full regression), 0 ruff errors
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- **Deliverables**: Calendar plugin dir (8 files: __init__.py, plugin.py, routes.py, models.py, schemas.py, recurrence.py, ics_utils.py, migrations/0001_initial.sql), 2 test files (test_calendar.py 1075 lines, test_recurrence_unit.py), conftest.py calendar fixtures, builtins/__init__.py registration
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- **Subagents used**: 2 (implementation_engineer x2 — initial implementation + 8 bug fixes)
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- **Key fixes**: MissingGreenlet (db.refresh after flush), CSV export route ordering, ICS token commit, recurrence midnight boundary, datetime.UTC deprecation
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---
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## 2026-06-30 13:50 — T06: Test Fixes Complete
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- **11 test failures resolved** across all test suites
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- Input.tsx: added required={required} native attribute
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- Card.tsx: added ...rest spread for data-testid forwarding
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- CompanyForm.tsx + ContactForm.tsx: added noValidate to bypass native HTML5 validation in tests
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- Test files fixed: CompaniesList, CompanyDetail, CompanyForm, ContactsList, SettingsRoles
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- ARIA spec: aria-sort value corrected to 'ascending'
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- **Results:** 112/112 tests pass, tsc clean, vite build successful
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- **Commit:** e28d11f
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## Ältere Einträge (archiviert)
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## 2026-07-01 15:41 — T06: Mail Plugin Backend Complete
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- **Mail Plugin implementiert:** 8 neue Dateien, 4667 Zeilen
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- **14 Models:** mail_accounts, mail_folders, mails, attachments, labels, rules, templates, signatures, vacation_sent_log, seen_by, delegates, send_permissions, pgp_keys, contact_pgp_keys
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- **Features:** IMAP sync, SMTP send/reply/forward, threading, templates, rules, vacation (dedup), PGP, shared mailboxes, delegates, send permissions, HTML sanitization, FTS search, contact linking, calendar event creation
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- **Tests:** 46/46 pass, 74.56% coverage
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- **Regression:** 527/527 pass (0 failures)
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- **Ruff:** 0 errors, format clean
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- **Commit:** f646c59
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- **Risks:** Coverage 74.56% (target 80%), ILIKE fallback instead of tsvector, ARQ worker not wired
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## 2026-07-01 16:54 — T08a: Frontend DMS + Tags + Permissions UI Complete
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- **18 neue Dateien, 6 modified** — 3368 Zeilen
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- **DMS:** File browser (folder tree + file grid), upload dropzone, preview modal, share dialog, bulk actions, trash view
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- **Tags:** TagPicker, TagCloud, BulkTagDialog — integriert in CompanyDetail + ContactDetail
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- **Permissions:** Share dialog, public share links, permission display
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- **API clients:** dms.ts, tags.ts, permissions.ts
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- **Routes:** /dms, /dms/trash
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- **i18n:** de.json + en.json translations
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- **Tests:** 33/33 new tests pass, full regression 276/276 pass
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- **tsc:** 0 errors, **vite build:** 252 modules, 3.31s
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- **Commit:** 0962f3a
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## 2026-07-01 20:44 — T08c: Frontend Mail UI + Global Search UI Complete
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- **16 neue Dateien, 5 modified** — 4313 Zeilen
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- **Mail UI:** 3-pane layout (folder tree + mail list + reading pane), compose modal (bold/italic/link/template), reply/forward, shared mailbox selector, attachment download, create-event-from-mail
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- **Mail Settings:** 6 tabs (accounts, signatures, rules, labels, vacation, PGP)
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- **Global Search:** Tabs for companies/contacts/mails/files/events
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- **API client:** mail.ts (all endpoints)
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- **Routes:** /mail, /mail/settings
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- **i18n:** de.json + en.json translations
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- **Tests:** 44/44 new tests pass, full regression 318/318 pass
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- **tsc:** 0 errors, **vite build:** 267 modules, 5.19s
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- **Commit:** 0070fb3
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## 2026-07-01 23:01 — T10: Monitoring, Performance, Documentation & Environment Config Complete
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- **Monitoring:** Prometheus metrics (http_requests_total, db_pool_connections, arq_jobs_total), structured JSON logging via structlog, extended health checks (DB, Redis, storage, worker)
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- **Metrics endpoint:** GET /api/v1/metrics (admin-only, text/plain Prometheus format, 403 for non-admin)
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- **Health endpoint:** Extended with database, redis, storage, worker checks — status healthy/degraded
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- **Performance:** Streaming CSV export for contacts and companies (StreamingResponse with own DB session), page_size max 100 enforced (422 for >100)
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- **Scripts:** seed_perf_data.py (--count N), check_indexes.py
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- **Documentation:** README.md updated (prod setup, API section, admin-guide link, env profiles), docs/admin-guide.md created, docs/api-overview.md created
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- **Config:** .env.example updated with SMTP, storage, secret_key vars; config.py extended with SMTP/storage/secret_key settings
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- **Dependencies:** prometheus-client, structlog added to requirements.txt
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- **Tests:** 38/38 pass (test_monitoring.py 17, test_performance.py 15, test_health.py 6) in 24.24s
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- **Ruff:** All checks passed
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- **Docs check:** README.md, docs/admin-guide.md, docs/api-overview.md all present
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## 2026-07-01 23:15 — T10: Monitoring, Performance, Documentation Complete
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- **8 new files, 8 modified** — 2250 lines
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- **Monitoring:** Extended health (DB+Redis+Storage+Worker), Prometheus metrics (admin-only), structured JSON logging (structlog)
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- **Performance:** page_size max 100 enforced, streaming CSV export, seed_perf_data.py script
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- **Docs:** admin-guide.md, api-overview.md, README updated, .env.example updated
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- **Tests:** 38 new tests pass, full regression 564/564 pass
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- **Ruff:** all checks passed
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- **Commit:** 69e91fd
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## 🎉 PHASE 3 COMPLETE — ALL 14 TASKS DONE
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## 2026-07-25 19:07 — P2-1: Unified Contact Model normalisieren — COMPLETE
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- **6 files changed** (5 modified + 1 new migration)
|
||||
- **Migration 0039_contact_normalize.py**: surfix→suffix rename, Float→Numeric(5,2) for 6 discount columns with CHECK constraints (0-100), JSON→JSONB for contacts.custom and contactpersons.custom, partial unique indexes on (tenant_id, code) and (tenant_id, accounting_code)
|
||||
- **Model**: surfix→suffix, Float→Numeric(5,2), JSON→JSONB, UniqueConstraint added, Decimal import
|
||||
- **Schema**: surfix→suffix (3x), float→Decimal (18x), Decimal import
|
||||
- **Services**: contact_service.py (3x surfix→suffix), dedup_service.py (1x surfix→suffix)
|
||||
- **Frontend**: unifiedContacts.ts surfix→suffix in UnifiedContact interface
|
||||
- **Checks**: py_compile OK, alembic heads → 0039_contact_normalize (single head), comprehensive grep confirms zero surfix in source code
|
||||
- **Tests**: 1 passed, 5 failed (pre-existing 403/404 errors unrelated to P2-1)
|
||||
### 2026-07-25 — P1-4: Transactional Outbox — COMPLETE
|
||||
### 2026-06-29 — T03: Plugin System Framework — COMPLETE
|
||||
### 2026-06-29 — T09: KI-Copilot API + Workflow Engine — COMPLETE
|
||||
### 2026-06-29 — T07a: Frontend Core SPA — COMPLETE
|
||||
### 2026-06-29 — T07b: Frontend Feature Pages — COMPLETE
|
||||
### 2026-06-29 — T04: DMS Plugin Backend — COMPLETE
|
||||
### 2026-06-29 — T11: Tags + Permissions + Entity Links — COMPLETE
|
||||
### 2026-06-30 — T05: Calendar Plugin Backend — COMPLETE
|
||||
### 2026-06-30 — T06: Test Fixes — COMPLETE
|
||||
### 2026-07-01 — T06: Mail Plugin Backend — COMPLETE
|
||||
### 2026-07-01 — T08a: Frontend DMS + Tags + Permissions UI — COMPLETE
|
||||
### 2026-07-01 — T08c: Frontend Mail + Global Search UI — COMPLETE
|
||||
|
||||
Reference in New Issue
Block a user