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
This commit is contained in:
leocrm-bot
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# T07a — Frontend Core SPA — Shell, Auth, Routing, i18n, UI Library, Accessibility
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## Project Root
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/a0/usr/workdir/dev-projects/leocrm
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## Frontend Directory
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/a0/usr/workdir/dev-projects/leocrm/frontend/
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## Tech Stack (CONFIRMED from architecture.md)
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- React 18 + Vite + TypeScript
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- React Router v6
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- TanStack Query (React Query v5) for server state
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- Zustand for client state
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- react-i18next for i18n (de/en)
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- React Hook Form + Zod for forms
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- Tailwind CSS with design tokens from prototype
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- Vitest for testing
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## Backend API (already running, T01-T03 complete)
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- Base URL: http://localhost:8000
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- Auth: session cookie (leocrm_session), SameSite=strict
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- CORS: http://localhost:5173 (Vite dev) allowed
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- Endpoints available: /api/v1/auth/login, /api/v1/auth/logout, /api/v1/auth/me, /api/v1/auth/password-reset/request, /api/v1/auth/password-reset/confirm, /api/v1/users, /api/v1/companies, /api/v1/contacts, /api/v1/notifications, /api/v1/plugins, /health
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## Requirements (23)
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F-AUTH-01, F-AUTH-02, F-AUTH-03, F-AUTH-05, F-AUTH-07, F-CORE-06, F-CORE-07, F-CORE-08, F-CORE-09, F-CORE-13, F-A11Y-01, F-A11Y-02, F-A11Y-03, F-INT-01, F-NAV-01, F-UI-01 through F-UI-06, F-UI-08, F-TEST-01
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## Acceptance Criteria (27)
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1. Login page renders with email+password form
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2. Login with valid credentials → redirect to Dashboard
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3. Login with invalid credentials → error toast shown
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4. Password reset request page renders and submits
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5. Password reset confirm page renders with token validation
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6. App shell renders with sidebar (plugin menu), topbar (tenant switcher, search, notifications, user menu), content area
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7. Router navigates between routes without page reload (SPA)
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8. Protected routes redirect to /login when not authenticated
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9. Tenant switcher shows current tenant and allows switching
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10. API client sends session cookie automatically via axios interceptor
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11. API client handles 401 → redirect to login
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12. API client handles 422 → display validation errors
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13. i18n: German locale loads by default
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14. i18n: English locale switchable via settings
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15. UI Library: Button renders with variants (primary, secondary, danger, ghost)
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16. UI Library: Input renders with label, error, helper text
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17. UI Library: Modal opens/closes with backdrop click and ESC
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18. UI Library: Toast notifications appear and auto-dismiss
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19. UI Library: Table renders with sortable headers
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20. UI Library: Card, Badge, Avatar, Pagination, EmptyState, Skeleton, ConfirmDialog render correctly
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21. Accessibility: All interactive elements have ARIA labels
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22. Accessibility: Keyboard navigation works (Tab, Enter, Escape, Arrow keys)
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23. Accessibility: 44px minimum touch targets on mobile
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24. Accessibility: prefers-reduced-motion respected
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25. Vite dev server starts without errors
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26. Production build (npm run build) succeeds with 0 errors
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27. TypeScript: tsc --noEmit passes with 0 errors
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## Files to Create
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- frontend/package.json (React 18, Vite, TanStack Query, Zustand, react-i18next, React Hook Form, Zod, Tailwind CSS, Vitest, axios)
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- frontend/vite.config.ts
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- frontend/tsconfig.json, tsconfig.node.json
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- frontend/tailwind.config.js, postcss.config.js
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- frontend/index.html
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- frontend/src/main.tsx — React entry point with providers
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- frontend/src/App.tsx — Router + providers setup
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- frontend/src/api/client.ts — axios instance with interceptors (cookie, 401, 422)
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- frontend/src/api/hooks.ts — TanStack Query hooks for auth, users, companies, contacts, notifications
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- frontend/src/store/authStore.ts — Zustand auth store
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- frontend/src/store/uiStore.ts — Zustand UI store (theme, sidebar, locale)
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- frontend/src/i18n/index.ts — react-i18next setup
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- frontend/src/i18n/locales/de.json, en.json
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- frontend/src/components/ui/Button.tsx
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- frontend/src/components/ui/Input.tsx
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- frontend/src/components/ui/Select.tsx
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- frontend/src/components/ui/Modal.tsx
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- frontend/src/components/ui/Toast.tsx (ToastContainer + useToast)
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- frontend/src/components/ui/Table.tsx
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- frontend/src/components/ui/Card.tsx
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- frontend/src/components/ui/Badge.tsx
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- frontend/src/components/ui/Avatar.tsx
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- frontend/src/components/ui/Pagination.tsx
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- frontend/src/components/ui/EmptyState.tsx
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- frontend/src/components/ui/Skeleton.tsx
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- frontend/src/components/ui/ConfirmDialog.tsx
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- frontend/src/components/layout/AppShell.tsx — Sidebar + TopBar + ContentArea
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- frontend/src/components/layout/Sidebar.tsx — Plugin menu, navigation
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- frontend/src/components/layout/TopBar.tsx — Tenant switcher, search, notifications, user menu
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- frontend/src/pages/Login.tsx
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- frontend/src/pages/PasswordResetRequest.tsx
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- frontend/src/pages/PasswordResetConfirm.tsx
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- frontend/src/pages/Dashboard.tsx (placeholder)
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- frontend/src/pages/Settings.tsx (locale switch, theme)
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- frontend/src/routes/index.tsx — Route definitions with guards
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- frontend/src/routes/ProtectedRoute.tsx — Auth guard
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- frontend/src/hooks/useAuth.ts
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- frontend/src/hooks/useTenant.ts
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- frontend/src/index.css — Tailwind directives + design tokens
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- frontend/src/__tests__/shell/ (AppShell, Router, Sidebar, TopBar tests)
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- frontend/src/__tests__/auth/ (Login, PasswordReset tests)
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- frontend/src/__tests__/ui/ (Button, Input, Modal, Toast, Table, etc. tests)
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- frontend/vitest.config.ts (or merge into vite.config.ts)
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- frontend/src/test/setup.ts — Vitest setup (jsdom, i18n, mocks)
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## Design Tokens (from prototype)
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- Reference: https://webspace.media-on.de/leocrm-prototype-x7k2p9/
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- Primary color, secondary, accent, danger, warning, success
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- Spacing scale, border radius, shadows
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- Typography: font families, sizes, weights
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- Define as CSS custom properties in index.css + Tailwind config
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## Critical Rules
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- Use TypeScript strict mode
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- All components must have ARIA labels for interactive elements
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- 44px minimum touch targets on mobile (Tailwind min-h-[44px] min-w-[44px])
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- prefers-reduced-motion: use Tailwind motion-safe/motion-reduce variants
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- Session cookie: axios with withCredentials: true
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- 401 handler: redirect to /login, clear auth store
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- 422 handler: extract validation errors, display in form
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- i18n: German default, English switchable
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- No Lorem Ipsum — use real German/English content
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- Test with Vitest + jsdom + @testing-library/react
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- Coverage target: 80%
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## Test Commands
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cd /a0/usr/workdir/dev-projects/leocrm/frontend && npx vitest run src/__tests__/ --reporter=verbose
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cd /a0/usr/workdir/dev-projects/leocrm/frontend && npm run build
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cd /a0/usr/workdir/dev-projects/leocrm/frontend && npx tsc --noEmit
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## Deliverables
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1. Complete frontend/ directory with all files listed above
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2. All 27 ACs covered by tests
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3. npm run build succeeds with 0 errors
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4. tsc --noEmit passes with 0 errors
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5. Report: test results, AC coverage, files, bugs
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# T09 — KI-Copilot API + Hybrid Workflow Engine Backend
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## Project Root
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/a0/usr/workdir/dev-projects/leocrm
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## Backend Directory
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/a0/usr/workdir/dev-projects/leocrm/app/
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## Tech Stack (existing)
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- FastAPI + SQLAlchemy 2.0 + asyncpg + Pydantic v2 + ARQ
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- PostgreSQL 18 on localhost:5432 (user/db: leocrm/leocrm + leocrm_test)
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- Redis on localhost:6379
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- venv at /opt/venv (already activated)
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- T01-T03 complete (103 tests pass, commit 7a5a48f)
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## Requirements (5)
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F-AI-01, F-WF-01, F-CORE-01, F-CORE-06, F-TEST-01
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## Acceptance Criteria (22)
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### KI-Copilot (7 ACs)
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1. POST /api/v1/ai/copilot/query mit NL input → 200 + proposed_actions array
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2. POST /api/v1/ai/copilot/execute mit proposed action → 200 + API result (RBAC enforced)
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3. POST /api/v1/ai/copilot/execute als viewer mit delete action → 403 (RBAC blocks)
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4. GET /api/v1/ai/copilot/history → 200 + paginated conversation history
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5. Copilot action logged in audit_log with entity_type=ai_copilot
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6. Copilot respects tenant isolation: cross-tenant → 404
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7. Copilot respects field-level permissions: hidden fields not in response
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### Workflow Engine (15 ACs)
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8. POST /api/v1/workflows mit valid steps JSONB → 201 + workflow definition
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9. GET /api/v1/workflows → 200 + paginated list
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10. GET /api/v1/workflows/{id} → 200 + workflow detail with steps
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11. PATCH /api/v1/workflows/{id} → 200, updated
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12. DELETE /api/v1/workflows/{id} → 204
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13. POST /api/v1/workflows/{id}/instances → 201, instance created with status=pending
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14. GET /api/v1/workflows/instances?status=in_progress → 200 + filtered list
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15. GET /api/v1/workflows/instances/{id} → 200 + current_step_index + history
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16. POST /api/v1/workflows/instances/{id}/advance (approve) → 200, step advanced
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17. POST /api/v1/workflows/instances/{id}/advance (reject) → 200, status=rejected, initiator notified
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18. POST /api/v1/workflows/instances/{id}/cancel → 200, status=cancelled
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19. Event-triggered workflow: publish event → workflow instance auto-starts
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20. workflow_step_history entry created on every step transition
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21. Code-engine workflow: onboarding workflow runs on user creation
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22. Approval step timeout → auto-reject after configured hours (tested with mock timer)
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## Files to Create
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### KI-Copilot
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- app/models/ai_conversation.py — AIConversation, AIMessage models (tenant-scoped)
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- app/schemas/ai_copilot.py — CopilotQueryRequest, CopilotAction, CopilotExecuteRequest, CopilotHistoryResponse
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- app/services/ai_copilot_service.py — NL→API translation, LLM client, RBAC enforcement, audit logging
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- app/routes/ai_copilot.py — POST /query, POST /execute, GET /history
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- app/ai/__init__.py
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- app/ai/llm_client.py — Configurable LLM client (AI_MODEL, AI_API_KEY env vars)
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- app/ai/action_mapper.py — Maps NL intents to API calls
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### Workflow Engine
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- app/models/workflow.py — Workflow, WorkflowInstance, WorkflowStepHistory models (tenant-scoped)
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- app/schemas/workflow.py — WorkflowCreate, WorkflowResponse, InstanceCreate, InstanceResponse, AdvanceRequest
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- app/services/workflow_service.py — CRUD workflows, instance lifecycle (start/advance/approve/reject/cancel)
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- app/routes/workflows.py — Workflow CRUD + instance endpoints
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- app/workflows/__init__.py
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- app/workflows/code/__init__.py — Code-engine workflows
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- app/workflows/code/onboarding.py — Onboarding workflow (runs on user creation)
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- app/workflows/engine.py — Workflow execution engine (step processing, conditions, approvals)
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### Tests
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- tests/test_ai_copilot.py — 7 AC tests + edge cases
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- tests/test_workflows.py — 15 AC tests + edge cases
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### Migration
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- alembic/versions/0004_ai_workflows.py — ai_conversations, ai_messages, workflows, workflow_instances, workflow_step_history tables (all tenant-scoped with RLS)
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## Files to Modify
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- app/main.py — Register ai_copilot + workflows routers
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- app/models/__init__.py — Add new model imports
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- app/routes/__init__.py — Add new router imports
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- app/schemas/__init__.py — Add new schema imports
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- app/services/__init__.py — Add new service imports
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- tests/conftest.py — Add new tables to TRUNCATE list
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- app/core/event_bus.py — Add workflow event trigger integration (if not already present)
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## LLM Client Design
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- Read AI_MODEL and AI_API_KEY from environment
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- If not set, use mock/stub mode (returns predefined actions for tests)
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- Support OpenAI-compatible API (default)
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- NL → proposed API calls: method, path, body, description
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- Never execute directly — always return proposed actions for user confirmation
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## Workflow Engine Design
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- Step types: action, approval, notification, condition
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- Workflow definition: JSONB steps array
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- Instance lifecycle: pending → in_progress → completed/rejected/cancelled
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- Event bus integration: subscribe to events, auto-start workflows with matching trigger
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- Code-engine: hardcoded workflows in app/workflows/code/ (onboarding on user.created event)
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- Approval timeout: configurable hours, auto-reject via ARQ scheduled job or mock timer in tests
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## Critical Rules
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- All POST routes MUST have status_code=201 (except execute/advance/cancel which are actions → 200)
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- Use set_config() for tenant context, NOT SET LOCAL
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- Use .com emails in tests, NOT .test
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- All new tables MUST have tenant_id column + RLS policies
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- Update tests/conftest.py TRUNCATE list with new tables
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- Create Alembic migration 0004 for all new tables
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- Copilot MUST enforce RBAC (same middleware, same permissions)
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- Copilot MUST respect tenant isolation and field-level permissions
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- Audit log entity_type=ai_copilot for all copilot actions
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- Workflow mutations MUST be logged in workflow_step_history
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- Idempotent where applicable
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## Test Commands
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cd /a0/usr/workdir/dev-projects/leocrm && python -m pytest tests/test_ai_copilot.py tests/test_workflows.py -v --tb=short
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cd /a0/usr/workdir/dev-projects/leocrm && python -m pytest tests/ -v --tb=short (full suite regression)
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## Coverage Target
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80% for new modules
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## Deliverables
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1. All files listed above
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2. Alembic migration 0004
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3. tests/test_ai_copilot.py + tests/test_workflows.py covering all 22 ACs
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4. Report: test results, AC coverage, files, bugs
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# Current Status — LeoCRM
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**Phase**: 3 — Implementation
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**Status**: T03 COMPLETE — 103/103 tests pass, 85.92% plugin coverage
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**Commit**: 7a5a48f (pushed to Forgejo)
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**Date**: 2026-06-29 01:20 CEST
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## Completed Tasks
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- T01 ✅ Core Infrastructure + Auth (29 tests)
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- T02 ✅ Companies + Contacts + Import/Export (27 tests)
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- T03 ✅ Plugin System Framework (47 tests)
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## Next Action
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- Delegate T07a (Frontend SPA Shell) + T09 (KI-Copilot API) in parallel
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- Awaiting user approval
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# Next Steps — LeoCRM
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## Current: T03 COMPLETE ✅ (commit 7a5a48f, pushed)
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## Phase 3 Implementation Progress
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- T01 ✅ Core Infrastructure + Multi-Tenant + Auth (commit 7a7daf8)
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- T02 ✅ Company + Contact + Import/Export (commit 6bf0746)
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- T03 ✅ Plugin System Framework (commit 7a5a48f)
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## Next: T07a ∥ T09 (Parallel)
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### T07a — Frontend SPA Shell
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- Deps: T01 ✅
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- Reqs: 23 features, 27 ACs
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- Vue 3 + Vite + Pinia + Vue Router + TailwindCSS
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- Auth flow, layout, navigation, dashboard, settings
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### T09 — KI-Copilot API + Hybrid Workflow Engine Backend
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- Deps: T01 ✅, T02 ✅
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- Reqs: 5 features, 22 ACs
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- LLM integration, workflow engine, task automation
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## After T07a + T09: T07b (Frontend Feature Pages)
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## After T07b: T10 (Monitoring, Performance, Documentation)
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## v1 Execution Order
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T01 ✅ → T02 ✅ → T03 ✅ → (T07a ∥ T09) → T07b → T10
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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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### 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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### 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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### 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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### 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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### Next: T07a (Frontend SPA Shell) ∥ T09 (KI-Copilot API) — parallel delegation
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Reference in New Issue
Block a user