Leopoldadmin/leocrm
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17 Commits

Author SHA1 Message Date
Agent Zero 4a25ac1379 fix(arch): externes Audit — 13 Backend-Fixes (Workspace-Modules, Tenant-Manifeste, Lifecycle, Contracts, Permissions)
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Details 
Verifikation: Alle 17 Audit-Findings gegen den Code geprueft — alle bestaetigt.
Backend-Lifecycle-Fixes umgesetzt; 4 Frontend-Plugin-Architektur-Punkte
als Phase Q in die Roadmap eingeplant.

- P1 list_workspaces: Module + User-Counts gebuendelt laden (Editor-Overwrite-Bug)
- P1 active-manifests: Tenant-Deaktivierung (tenant_plugin_activation) filtern
- P1 uninstall: volle Service-Deactivation VOR registry.uninstall()
- P1 ContractRegistry: DB-Aktivstatus-Guard (Restart-Edge-Case) + Re-Activate
- P1/P2 Field-Definitions: voller Lifecycle (register/unregister) im Service
- P1/P2 Contact-Felddefinitionen (39) ins ContactsPlugin-Manifest verschoben
- P1 12 fehlende Permission-Keys registriert (AST-Scan: 0 fehlend)
- P2 contact_folder -> ContactsPlugin; ENTITY_PLUGIN_OWNERS wird befuellt
- P2 Entity-Permission-Fallback fail-closed statt contacts:read
- P2 forgejo_error_reporter is_core=False; DMS is_core=True (ADR-020)
- P2 Worker: Contacts-Trash-Cleanup ins Plugin (get_job_modules-Discovery)
- P1/P2 DSGVO-Export delegiert an DSAR-Collector (kein Core->Contacts)
- P2 False-green Tests korrigiert (or True, veraltete Route-Count-Assertion)

Verifikation: tests/test_audit_architecture_fixes.py 17/17; Regressionen
gruen (contacts_lifecycle, entity_registry, workspace_scopes, rbac,
lifecycle_service); Combo-Order-Test 35/35; Cross-Plugin-Checker 497/0;
compileall sauber; ruff auf 7-Error-Baseline.

Doku: PROGRESS.md Audit-Section, PLATFORM_ROADMAP.md Phase Q (Q1-Q4),
plugin-development-guide.md Lifecycle, permissions.md Katalog.
 2026-09-13 02:25:01 +02:00
Agent Zero 84cb82d2c4 feat(M1): Universal-MiniApp-Registry — Plugin-Layer, permission fail-closed, Lifecycle, /api/v1/miniapps
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Details 
- app/plugins/miniapp_registry.py: Registry aus kommunikation in Plugin-Layer gehoben (Plattform-Konzept, hosts chat/dashboard/window)
- MiniAppDef: permission (fail-closed) + settings_schema + col/row_span + hosts + component + order + builtin
- MiniAppContribution + FrontendDashboardWidget (Manifest-Schema) um M1-Felder erweitert — dashboard_widgets ist Alias von miniapps (ein Contribution-Typ, #359-Philosophie)
- BasePlugin.on_activate: automatische Manifest-Registrierung; on_deactivate: unregister_plugin (nur eigene Apps)
- GET /api/v1/miniapps (server-seitig permission-gefiltert, ?host=) + GET /api/v1/miniapps/{app_id} (403/404 fail-closed)
- kommunikation/miniapp_registry.py = Kompatibilitaets-Bruecke (Bestands-Importer unveraendert)
- Doku: api-documentation.md + plugin-development-guide.md (MiniApp-Beitragsmuster)

TDD: Rot 16 failed -> Gruen 16/16; Regressionen: contracts 23/23, lifecycle+route_order 4/4; ruff clean (M1-Dateien, Vorbestand per Stash bewiesen); create_app OK
 2026-08-30 13:00:33 +02:00
Agent Zero 559bba69a4 feat(L4-L5): KI-Steuerung + XRechnung-Format-Layer (EN16931/CII)
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Details 
L5 Format-Layer (User-Klaerung: Verkaufsmodul spaeter, Format JETZT):
- einvoice.py: EN16931/XRechnung CII-XML-Generator (ElementTree, XML-Escaping gratis), Pflichtfeld-Validierung mit BT/BG-Codes, Decimal-kommerzielles Rounding, Header-Tax-Breakdown pro VAT-Satz, Profile en16931|xrechnung (XRechnung 3.0)
- POST /einvoice/render (inline->XML), /einvoice/validate (422 mit BT-Fehlliste), /einvoice/render-for (Contract-Resolver einvoice_data() — Andockpunkt Verkaufsmodul, 404 no_data_source ohne Beitrag)

L4 KI-Steuerung:
- POST /documents/suggest: Natuerliche Sprache -> Block-Komposition via zentralem llm_complete (Cost-Tracking, Tenant-Budget), Registry-Sanitizing (ungueltige KI-Bloecke gefiltert, IDs serverseitig), Code-Fence-Stripping, 502 ai_unavailable/invalid_ai_response
- Frontend: KI-Vorschlag-Panel im PrintTemplateEditor (Sparkles-Icon, Prompt-Textarea, Bloecke werden angehaengt), i18n de/en

TDD: Rot 25 failed -> Gruen 25/25 (Validierung, XML-Struktur/Escaping/Summen, Contract-Mocks, API 200/422/403/404, Suggest Mock-LLM/Fence/502). tsc exit 0, Build OK, ruff clean. Doku: api-documentation.md, plugin-development-guide.md (einvoice_data-Contract), PROGRESS.md
 2026-08-29 18:05:55 +02:00
Agent Zero b311ab7aa1 feat(L1-L3): Dokumente-Generator — Briefpapier+Block-System+Drag&Drop-Editor+Renderer
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Details 
- Briefpapier (letterheads): Seiten-Setup (A4/A5/Letter, Ränder), Header/Footer-Blöcke, Wasserzeichen, Logo-Upload (DocumentAsset, data:-URI-only)
- Druckvorlagen (print_templates): Block-Komposition mit Briefpapier-Ref + entity_type
- Block-Registry (document_blocks.py): text/image/shape(line/rect/circle)/table/spacer/divider/placeholder/pagebreak + Modul-Beiträge via document_blocks()-Contract
- Renderer (document_renderer.py): Blocks→HTML→PDF via WeasyPrint (SSRF-Sandbox data:-URI-only), @page-Frame mit running header/footer, Placeholder-Beispiel-Defaults gegen StrictUndefined
- Contract-Beitrag contacts: document_placeholders/document_data (#359-Muster wie importexport_entities)
- 13 neue Endpoints in documents.py: Letterhead-CRUD, Template-CRUD, Assets, document-blocks, document-placeholders, preview (HTML), render (PDF)
- Migration: Plugin-SQL 0003 (idempotent) + Alembic 0143 (Dual-Path, RLS fail-closed crm_api)
- Frontend: api/documents.ts, Settings→Dokumente (settings_pages), BlockEditor (@dnd-kit Palette/Canvas/Config/Live-Preview-iframe), LetterheadEditor, PrintTemplateEditor, DocumentGenerationDialog (global, ContactDetailPage-Integration)
- i18n de/en, api-documentation.md, plugin-development-guide.md, PROGRESS.md

Verifikation: 32/32 neue Tests + 9/9 Regressionen, tsc exit 0, Build OK 2.79s, Alembic-Fresh-DB 0143 mit RLS bewiesen, ruff clean
 2026-08-29 09:49:16 +02:00
Agent Zero 57441df677 feat(f3): Gate-F-Pflichttest bestanden — Minimal-Plugin NUR aus dem Guide gebaut
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Details 
Der Pflichttest (Guide-Kapitel 29.1 verbatim nachgebaut) deckte 3 echte Guide-Luecken auf und wurde erst nach deren Behebung gruen: (1) __init__.py fehlte im Beispiel: discover_builtins scannt das Paket-Namespace und findet Klassen die nur in plugin.py leben nie. (2) Route brauchte vollen Pfad: main.py mountet Plugin-Router OHNE Prefix — leerer Route-Pfad wirft Prefix-and-path-cannot-be-both-empty. (3) Plugin-Routen werden dynamisch dispatched: sie erscheinen NIE in app.routes.

Alle 3 Luecken sind jetzt in Kapitel 29.1 mit Warnhinweis dokumentiert; tests/test_gate_f_minimal_example.py beweist dauerhaft dass ein Guide-faehiges Plugin funktioniert. Beweise: Gate-F-Suite 4/4 gruen; ruff clean; Cross-Plugin-Scan sauber.
 2026-08-26 01:06:23 +02:00
Agent Zero 54066b05fd docs(f3): plugin checklist + architecture requirements section in dev guide 2026-08-24 01:54:16 +02:00
Agent Zero 680557087e feat(F): F-TEST + F-DOC + F-UI-TRIG — Phase F complete! 
- F-TEST: tests/test_phase_f_agents.py (1425 lines, 45 tests, all pass) — ReAct Loop, Permissions, Approvals, Skills, Context Builder, Data Policy, Transparency, Workstream, Budget
- F-DOC: docs/api-documentation.md (Phase F endpoints), docs/plugin-development-guide.md (Agent chapter 32), docs/test-strategy.md (Phase F test conventions)
- F-UI-TRIG: trigger_dispatcher dispatches agents on ui.*/context.* events (already implemented in F-PROACTIVE)
- Bug fix: approval.py metadata reserved attribute renamed to request_metadata
- PROGRESS.md: Phase F marked done, ~155/223 tasks done (70%)
 2026-08-17 19:36:42 +02:00
Agent Zero 3d9b76cea4 feat(E): Unified Search — 24 Tasks complete
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Details 
- SPIKE-E: FTS+Vector+Permission benchmark on 10k records (all <30ms)
- E-PROV: supports_fts/vector/rag/graph capability flags on all providers
- E-FTS/VEC: All 11 providers refactored to BaseSearchProvider with permission filtering
- E-PERM: Over-fetch strategy for vector+permission (15x faster than ANY() filter)
- E-FUSE: rrf_fusion_multi() for N-way RRF over FTS+Vector+RAG+Graph
- E-LLM: Query understanding cleaned up to use central llm_complete()
- E-CHUNK: Document chunking module + document_chunks table with HNSW index
- E-EMB: Chunk embedding ARQ jobs (index_file_chunks, reindex_chunks)
- E-RAG: RAG retrieval via FileSearchProvider.search_rag()
- E-GRAPH: GraphRAG BFS traversal via GraphRAGSearchProvider.search_graph()
- E-IX-EVT: Auto-indexing via outbox events + delete/cleanup handlers
- E-IX-RE: Batch reindex with progress tracking + reindex_all job
- E-DATA-LIFE: Lifecycle module (remove/rebuild/restore/correct) + API endpoints
- E-K-MEM: AgentMemorySearchProvider
- E-P-AI: AIChatSearchProvider
- E-P-WF: WorkflowSearchProvider
- E-P-COMM: ConversationSearchProvider verified (already on BaseSearchProvider)
- E-API: Filter params (date_from/to, tags, sort) + /facets endpoint
- E-TOOL: unified_search AI tool registered in ToolRegistry
- E-MCP: Search tool in MCP server with normal RBAC/tenant checks
- E-UI-CMD: CommandPalette (Cmd+K) with debounced search + recent searches
- E-UI-FAC: SearchFacets, SearchResultCard, SavedSearches components
- E-TEST: 40 new tests in test_unified_search_phase_e.py (105 total green)
- E-DOC: api-documentation.md, plugin-development-guide.md, test-strategy.md updated

105 tests passing, TypeScript clean.
 2026-08-14 01:34:58 +02:00
Agent Zero e7ae0ad5ce feat(C.5): Modularer Import/Export — Shared Helpers, Preview/Mapping, Background Jobs, Partial-Failure 
C5-BASE: app/services/import_export_helpers.py (NEU, 352 Zeilen)
- parse_csv/json/xlsx, write_csv/json/xlsx, map_fields, suggest_mapping
- validate_row, build_error_report, build_import_result, detect_format

C5-PREVIEW: POST /import/preview + POST /import/validate
- Preview gibt erste 10 Zeilen + Spalten + Mapping-Vorschlag
- Validate gibt Fehler-Report ohne Import

C5-JOB: app/services/import_export_jobs.py (NEU, 165 Zeilen)
- ARQ Background Job für Files >1000 Zeilen
- Job-Status: pending/processing/completed/partial_success/failed
- GET /import/status/{job_id} — Status + Progress + Fehler-Report
- Partial-Failure: try/except pro Zeile, fehlerhafte gesammelt, erfolgreiche committet

C5-CONTACT+C5-COMPANY: Handler auf Shared Helpers umgestellt
C5-UI: ImportWizard.tsx (5 Steps: Upload→Preview→Validation→Review→Result)
C5-TEST: 45 Tests in test_import_export.py — alle grün
C5-DOC: Plugin-Dev-Guide Kapitel 31 (Import/Export Handler)
 2026-08-13 22:43:33 +02:00
Agent Zero b5546ea7bd feat(B.13-B.17+B.16): Error-Handling-Infra, Observability, Graceful Shutdown, Cost-Cap, API Versioning 
B.13 Error-Handling-Infrastruktur:
- ErrorCategory Enum (TRANSIENT/PERMANENT/PARTIAL), ApiError erweitert
- Einheitliches Error-Response-Format: {code, detail, field, trace_id, retryable, category}
- 3 FastAPI Exception-Handler (ApiError, HTTPException, unhandled)
- classify_exception() Helper, 6 neue Error-Codes
- 28 Tests in test_error_handling.py

B.14 Observability & trace_id-Korrelation:
- trace_id pro Request (UUID4 short) in structlog contextvars
- X-Trace-Id Response-Header
- Sensitive Fields structlog processor
- llm_complete()/llm_embed() akzeptieren trace_id kwarg
- 12 Tests in test_observability.py

B.15 Graceful Shutdown & Connection Draining:
- _shutdown_event + _inflight_requests Tracking in main.py
- drain_all_connections() in ws_helpers.py
- Worker on_shutdown pausiert WorkflowInstances (status=paused)
- 8 Tests in test_graceful_shutdown.py

B.16 API Versioning Strategie:
- Plugin-Dev-Guide Kapitel 30: URL-basiertes Versioning, Breaking Change Prozess

B.17 Cost Overrun Protection:
- llm_monthly_budget_usd + llm_hard_cutoff Settings
- _check_tenant_budget() vor jedem LLM-Call
- _track_tenant_cost() in Redis (INCRBYFLOAT)
- _check_cost_alerts() bei 50%/80%/100% -> post_system_message()
- 20 Tests in test_cost_protection.py

Total: 68 neue Tests, alle grün. Keine Regressionen.
 2026-08-13 21:33:14 +02:00
Agent Zero 78963f2ca9 feat(B-TRIG): Trigger-Kern konsolidiert — generischer Dispatcher, UI-Event-Typ, 4 Trigger-Typen
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Details 
B-TRIG-GEN: app/core/trigger_dispatcher.py (NEU) — generischer Event→Automation Dispatcher
- Wildcard EventBus Subscribe → matcht AutomationDefinition mit trigger_type=event
- Keine hardcodierte Event-Liste mehr — alle Outbox Events können Automations triggern
- Registriert in main.py lifespan + worker.py on_startup

B-TRIG-UI: UI-Event Trigger-Typ
- trigger_type Pattern um „ui" erweitert (event/schedule/manual/ui)
- UI-Events laufen ephemeral über EventBus → TriggerDispatcher → run_automation
- UI-Events NIEMALS in Outbox (is_ui_event() Guard)

B-TRIG-CRON: Cron/Heartbeat verifiziert — bestehender Pfad funktioniert
B-TRIG-MAN: Manual-Trigger verifiziert — bestehender Pfad funktioniert

B-TRIG-TEST: 10 Tests in test_trigger_core.py — alle grün
- Domain Event, UI Event (ephemeral), Cron, Manual, alle nutzen selben Execution-Kern
B-TRIG-DOC: Plugin-Dev-Guide Kapitel 10 mit Implementierungsdetails erweitert
 2026-08-13 21:04:46 +02:00
Agent Zero ae228bb484 feat(B-HOOK): Lifecycle Hooks + Outbox Events — 55 neue Hooks, 10 Domain Events
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Details 
B-HOOK-CORE: Company Hooks (6: before/after create/update/delete)
B-HOOK-MAIL: Mail Hooks (5: after_receive, before/after_delete, before/after_move)
B-HOOK-DMS: DMS Hooks (10: after_upload, before/after_update/delete/restore, folder CRUD)
B-HOOK-CAL: Calendar Hooks (4: before/after update/delete)
B-HOOK-TASK: Task Hooks (6: before/after create/update/delete)
B-HOOK-COMM: Communication Hooks (8: conversation create, message/edit/delete)
B-HOOK-AI: Agent Hooks (2: before/after_run)
B-HOOK-WF: Workflow Hooks (4: before/after_start, after_complete/cancel)
B-HOOK-TAG: Tag Hooks (8: create/assign/unassign/delete)
B-HOOK-SEARCH: Search Filters (2: before/after_search)

B-EVT-OUTBOX: 10 Domain Events (task.completed, file.created/deleted/restored, mail.received, workflow.started/completed/cancelled, agent.run_started/completed)

B-HOOK-TEST: 79 Tests in test_lifecycle_hooks.py — alle grün
B-HOOK-DOC: Plugin-Dev-Guide Kapitel 8 aktualisiert (Hook-Liste + Outbox Event-Liste)
 2026-08-13 20:54:15 +02:00
Agent Zero 4dce01f4b9 feat(B-PLUGIN-GUIDE): Plugin-Dev-Guide Kapitel 10-22 — 22 Kapitel komplett 
B-PLUGIN-GUIDE: docs/plugin-development-guide.md 1107→1813 Zeilen
- Kapitel 10-22 hinzugefügt (Trigger, Message-System, Search, File Storage, Redis,
  Permissions, AI Tools, MCP, UI-Events, AI UI Control, Sensitive Data,
  Migration-Staffelung, Error-Handling)
- Supplementary Kapitel 23-29 (vorhandene Inhalte umnummeriert)
- Keine Duplikate, keine Änderungen an Kapitel 1-9
 2026-08-13 17:35:43 +02:00
Agent Zero 02b040a57b feat(B-EVT+B-SCHEMA): Event-System Rollen + Schema Authority dokumentiert 
B-EVT: Plugin-Dev-Guide Kapitel 8 — 4 Event-Systeme mit Rollen:
- HookRegistry (Lifecycle), EventBus (ephemeral), Outbox (durable), WebhookDispatcher (external)
- Entscheidungsregel: Wann welches System
- Verboten: dieselbe Funktion über Hook UND EventBus

B-SCHEMA: Plugin-Dev-Guide Kapitel 9 — Schema Authority:
- Core → Alembic, Plugin → Plugin-Migrationen, Runtime Auto-Sync → nicht authoritative
- Migration-Staffelung, Plugin-Migrationen, keine Schema-Drift
 2026-08-13 17:30:31 +02:00
Agent Zero e3ca3b3d28 feat(B-LLM): Zentraler LLM Client — llm_complete() + llm_embed() + Migration + Tests + Doku
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Details 
B-LLM: llm_client.py um generische llm_complete() und llm_embed() erweitert
- Provider-Auswahl, API-Key-Auflösung, Error-Handling, Cost-Tracking
- Retry mit Exponential-Backoff für transient errors
- Timeout konfigurierbar
- Helper: get_api_credentials(), build_model(), _classify_error()

B-LLM-MIG: Alle 8 direkten litellm.acompletion() Calls auf llm_complete() umgestellt
- agent_runner.py, query_understanding.py (2x), ai_proactive (3x), ai_assistant (2x)
- 0 verbleibende direkte litellm.acompletion() Calls außerhalb llm_client.py

B-LLM-TEST: 39 Tests in test_llm_client.py — alle grün
- Mock mode, error handling, embed, helpers, backward compat

B-LLM-DOC: Plugin-Dev-Guide Kapitel 7 (LLM Integration) hinzugefügt
 2026-08-13 16:22:05 +02:00
Agent Zero fc96a2f86c Phase 3: Plugin-UI-System (WordPress-Style) 
Backend:
- PluginManifest um 5 neue UI-Felder erweitert: menu_items, page_routes,
  detail_tabs, settings_pages, dashboard_widgets (FrontendMenuItem,
  FrontendPageRoute, FrontendDetailTab, FrontendSettingsPage,
  FrontendDashboardWidget)
- GET /api/v1/plugins/active-manifests Endpoint liefert UI-Manifeste
  aller aktiven Plugins
- Registry.get_active_manifests() + PluginService.get_active_manifests()
- 12 Built-in Plugins mit UI-Manifest-Daten gefuellt (menu_items,
  page_routes, detail_tabs, settings_pages)
- Plugin-Install-System: POST /upload (ZIP), POST /install-url (URL)
  mit Validierung (Manifest, dangerous imports, SQL migrations)

Frontend:
- pluginStore.ts (Zustand) mit PluginUiManifest Typen + Selektoren
- useActivePluginManifests() React Query Hook
- PluginRegistry.tsx — fetcht Manifeste beim App-Start
- PluginLoader.tsx — dynamisches React.lazy() mit ErrorBoundary
- PluginRouteRenderer.tsx — Catch-all fuer Plugin-Routes
- routes/index.tsx — Catch-all Routes fuer Plugin-Pages + Settings
- Sidebar.tsx — dynamische Plugin Menu-Items mit Grouping + Icons
- Settings.tsx — dynamische Plugin Settings-Pages
- ContactDetail.tsx — dynamische Plugin Detail-Tabs mit Permissions
- AppShell.tsx — PluginRegistry Provider eingebunden
- SettingsPlugins.tsx — Install-UI (ZIP Upload + URL Install)
- plugins.ts — useUploadPlugin() + useInstallPluginFromUrl() Hooks

Docs & Templates:
- docs/plugin-development-guide.md — komplette Entwickler-Doku
- templates/plugin-template/ — Boilerplate mit allen Manifest-Feldern

Tests:
- 34 Vitest-Tests (PluginRegistry, PluginLoader, PluginRouteRenderer,
  pluginStore) — alle bestanden
- TSC: keine neuen Errors (nur pre-existing Dms.tsx)
 2026-07-23 19:01:18 +02:00
Agent Zero ec81940178 Phase 0 Complete: Tasks 0.7-0.20 
- 0.7: UI-Design-Richtlinien (docs/ui-design-guidelines.md, 535 lines)
- 0.8: Theme-Customization Backend (4 theme fields, migration 0023)
- 0.9: Theme-Customization Frontend (SettingsTheme.tsx, themeStore.ts, live preview)
- 0.10: RBAC-Audit (4 plugins secured, 53 routes with require_permission)
- 0.11: LiteLLM-Cleanup (llm_client.py migrated from httpx to litellm)
- 0.12: KI-Agent-Framework docs (plugin-development-guide.md, agent_capabilities field)
- 0.13: Heartbeat configurable (ProactiveSettings, migration 0024, frontend UI)
- 0.14: Unified Search Field-Level RBAC (resolve_permissions + filter_fields_by_permission)
- 0.15: Undo/History-System (EntityHistory model, service, routes, migration 0025, HistoryViewer)
- 0.16: Storage Backend (LocalStorage + S3Storage, DMS/attachments/mail updated)
- 0.17: Import/Export unified Contact fields (firstname, surname, email_1, phone_1)
- 0.18: .gitignore & Config-Cleanup (webui→frontend, python-jose removed, .env untracked)
- 0.19: Mail-Salt Security-Fix (per-account random salt, migration 0026)
- 0.20: AGPL replaced (PyMuPDF→pypdf, OnlyOffice→Collabora, LICENSE + THIRD_PARTY_LICENSES.md)
 2026-07-23 08:42:26 +02:00