Leopoldadmin/leocrm
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Code Issues 363 Pull Requests Actions 7 Packages Projects Releases 1 Wiki Activity
1,451 Commits 2 Branches 4 Tags
0404c8f5dcaf9b7e98f7bde23ea3867cccb5eff5
Commit Graph

69 Commits

Author SHA1 Message Date
Agent Zero d734923636 feat(policies): UI fuer ABAC-Richtlinien mit Conditions-Builder — Modul 10/16 des UI-Backlogs 2026-09-14 23:41:55 +02:00
Agent Zero 3fd0c6981d fix(app-shell): instabile Zustands-Selektoren veroursachten haengende Lazy-Routen ("Dashboard loads forever") — Root Cause: moduleMenuOrder()/visibleModuleKeys() erzeugten bei jedem getSnapshot neue Map/Set-Objekte 2026-09-14 08:25:35 +02:00
Agent Zero 31154b9dc6 feat(outbox): UI fuer Event-Outbox — Modul 9/16 des UI-Backlogs 2026-09-13 23:13:58 +02:00
Agent Zero 33b4b52206 feat(templates): UI fuer Berechtigungs-Vorlagen — Modul 6/16 des UI-Backlogs 
Backend existierte vollstaendig (list mit entity_type-Filter, create, update,
delete, apply — templates:read/write, seit Audit-Fix im Katalog), Frontend
hatte 0% Abdeckung.

- api/permissionTemplates.ts: TanStack-Hooks (usePermissionTemplates,
  create/update/delete/apply mit Cache-Invalidierung, TemplateLevel-Typ)
- pages/PermissionTemplates.tsx: Template-Karten (Name, Level-Badge,
  Entity-Type, Auto-Share-Zusammenfassung), Create/Edit-Dialog mit
  Level-Select und JSON-Textarea inkl. Array-Validierung mit Fehlertext,
  Apply-Dialog (Entity-Type vorbelegt, Entity-ID), Ergebnis-Banner mit
  Anzahl erstellter Berechtigungen, Delete mit Confirm — alle Aktionen
  hinter templates:write gegated
- Platzierung: Settings-Subpage /settings/permission-templates (statisch,
  Core-Route) + Settings-Nav-Item
- i18n permissionTemplates.* de/en

Verifikation: Vitest 10/10 (Rendering, Level-Badges, Create mit validem +
invalidem JSON, Edit prefilled, Apply mit Ergebnis, Delete-Confirm,
Permission-Gating, Empty/Error) · tsc exit 0 · production build exit 0.
 2026-09-13 10:27:10 +02:00
Agent Zero 79ca1cbe6d feat(tenants): UI fuer Mandanten-Verwaltung — Modul 4/16 des UI-Backlogs 
Backend existierte vollstaendig (list, create, list users, assign user;
tenants:read/write), Frontend hatte 0% Abdeckung.

- api/tenants.ts: TanStack-Hooks (useTenants, useTenantUsers mit
  enabled-Gating, create, assignUser mit Cache-Invalidierung)
- pages/Tenants.tsx: Tenant-Karten (Name, Slug, Standard-Badge),
  expandierbare User-Liste pro Tenant (Rolle, E-Mail), Create-Dialog
  (Name + Slug mit Auto-Normalisierung), Assign-User-Dialog mit
  User-Picker (bereits zugewiesene gefiltert) — Create/Users/Assign
  hinter tenants:write gegated
- Platzierung: Settings-Subpage /settings/tenants (statisch, Core-Route)
  + Settings-Nav-Item
- i18n tenants.* de/en

Verifikation: Vitest 8/8 (Rendering, Standard-Badge, Expand-User-Liste,
Create-Flow, Assign-Flow, Permission-Gating, Empty/Error) · tsc exit 0 ·
production build exit 0.
 2026-09-13 09:29:42 +02:00
Agent Zero 4bdc6c66c7 feat(api-tokens): UI fuer Bearer-Tokens — Modul 3/16 des UI-Backlogs 
Backend existierte vollstaendig (POST create mit Einmal-Plaintext-Anzeige,
GET list ohne Hashes, DELETE revoke; mcp:read/mcp:write via mcp_server-
Plugin registriert), Frontend hatte 0% Abdeckung.

- api/apiTokens.ts: TanStack-Hooks (useApiTokens, create mit
  ApiTokenCreated-Response inkl. Einmal-Token, revoke)
- pages/ApiTokens.tsx: Token-Karten (Name, Scope-Badges, Ablauf, zuletzt
  genutzt, Abgelaufen-Badge), Create-Dialog (Name, Scopes als
  Komma-Liste, optionale Gueltigkeit in Tagen), EINMALIGE
  Plaintext-Anzeige mit Copy-Button und Warnung, Revoke mit Confirm —
  Aktionen hinter mcp:write gegated
- Platzierung: Settings-Subpage /settings/api-tokens (statisch, Core-Route)
  + Settings-Nav-Item (true-core-settings-Muster)
- i18n apiTokens.* de/en

Verifikation: Vitest 8/8 (Rendering, Scopes, Ablauf-Badge,
Permission-Gating, Create-Flow mit Reveal-Dialog, Revoke) · tsc exit 0 ·
production build exit 0.
 2026-09-13 09:23:01 +02:00
Agent Zero 36771d471d feat(delegations): UI fuer Berechtigungs-Delegationen — Modul 2/16 des UI-Backlogs 
Backend existierte vollstaendig (5 Endpoints: list/create/update/delete/
active-check, delegations:read/write seit Audit-Fix im Katalog), Frontend
hatte 0% Abdeckung. Modul folgt dem Approvals-Muster (Modul 1):

- api/delegations.ts: TanStack-Hooks (useDelegations mit direction-Filter,
useActiveDelegations, create/update/delete-Mutations mit Cache-Invalidierung)
- pages/Delegations.tsx: Richtungstabs (alle/von mir/an mich), Karten mit
  Phasen-Badges (aktiv/geplant/abgelaufen/inaktiv), Erstellen-Dialog mit
  Empfaenger-Picker (useUsers, sich selbst ausschliessend), Start/Ende-
  Datetime, Scope-Toggle (alle Berechtigungen), Aktivieren/Deaktivieren,
  Loeschen mit Confirm — Aktionen hinter delegations:write gegated
- Route /delegations (PermissionRoute delegations:read) — als Core-Route
  bewusst statisch registriert (Phase-Q-Regel: nur Plugin-Routen laufen
  ueber Manifeste) Sidebar-Entry order 92 (ArrowRightLeft-Icon)
- i18n delegations.* + nav.delegations de/en

Verifikation: Vitest 9/9 (Rendering, Tabs, Phasen, Permission-Gating,
Create-Flow, Toggle, Delete) · tsc exit 0 · production build exit 0.
 2026-09-13 09:17:17 +02:00
Agent Zero b666fe5b4c feat(frontend): Q1+Q2 — Plugin-Routen kommen aus Manifesten, statische Duplikate entfernt
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Details 
Phase Q1 (Seiten-Routen) + Q2 (Settings-Routen): Die Plugin-Manifeste sind
ab sofort die einzige Quelle fuer Plugin-Frontend-Routen. routes/index.tsx
enthaelt nur noch Core-Routen + die StartLayout-Hub-Baeume (/agents,
/automation, /logs, /help — verschachtelte Sub-Navigation).

- PluginRouteRenderer: variante 'settings' rendert settings_pages mit
  bare Sub-Segments (Descendant-Matching im /settings-Subtree); Variante
  'pages' (Default) behaelt absolute Pfade. Getrennte Entry-Listen
  verhindern Pfad-Kollisionen (settings 'mail' vs. page '/mail').
- Entfernt: 14 statische AppShell-Plugin-Routen + 9 statische
  Settings-Routen + 20 tote Lazy-Imports (search, calendar+kanban, dms,
  dms/trash, mail, mail/settings, reports, tasks, communication,
  workflows, import-export, tags, wiki, roles, users, groups,
  notifications, ai, ai-proactive, automation, documents).
- Manifeste ergaenzt: Calendar +/calendar/kanban, Tags +/tags (+ Menue-Item,
  Route war sonst unerreichbar), Automation: /workflows-Permission auf
  workflows:read (Paritaet zur ersetzten statischen Route).
- Automation: tote flache Manifest-Eintraeger fuer /agents + /automation
  entfernt (StartLayout-Hub-Baeume gewinnen diese Pfade immer — die
  Eintraege matchten nie).
- Komponenten-Map regeneriert (37 Eintraege, CalendarKanban + Tags neu).

Verifikation: tsc exit 0; production build exit 0; Vitest Dashboard +
MiniAppWindow + pluginStore 35/35; Backend-Regressionen Route-Order,
M5-MiniApps, N4-Scope, N3-Filtering 49/49; compileall sauber;
Cross-Plugin-Checker 497 Dateien / 0 verbotene Imports; ruff clean.
 2026-09-13 08:56:29 +02:00
Agent Zero ecc7a24c1c feat(approvals): UI für Freigaben — Review-Queue mit Approve/Reject (Modul 1/16) 
Backend:
- Phantom-Permission-Bug gefixt: approvals:read/write/approve fehlten in
  CORE_PERMISSIONS (Rollen konnten sie nie zugewiesen bekommen — gleiche
  Fehlerklasse wie dashboard:read in M2)

Frontend:
- api/approvals.ts: TanStack Hooks (list/detail/approve/reject/expire/create)
- pages/Approvals.tsx: Review-Queue — Status-Tabs (Offen/Alle/Genehmigt/
  Abgelehnt/Abgelaufen), Karten mit Aktion/Entity/Requester/Metadata,
  Approve/Reject mit Kommentar-Modal, Permission-Gating (approvals:approve)
- Route /approvals (PermissionRoute approvals:read), Sidebar-Eintrag
- i18n approvals.* + nav.approvals (de/en)

Verifikation: Vitest 10/10 (Rendering, Tabs, Approve/Reject-Flow,
Kommentar, Permission-Gating, Resolved-Zustände), RBAC-Regression 102/102,
tsc clean, Build OK
 2026-09-08 23:26:56 +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 df85fdcb5b feat(#358): Paket 5 — statische /contacts-Routen entfernt nach bewiesenem PluginRouteRenderer (nested Routes, :id-Matching, useParams), Contacts-Seiten in STATIC_COMPONENT_MAP (ARCH-019) 2026-08-29 02:10:32 +02:00
Agent Zero f27f0474ef fix(#P7-P8): Statische Route-Permissions auf Backend-/Manifest-Wahrheit gestellt — /communication comm:read (Phantom communication:read entfernt), /mail/settings mail:config (Backend verlangt config), /import-export import_export:read (Core-Modul, kein Plugin — Kritik-Aussage korrigiert), /activity audit:read (Phantom activity:read entfernt, Seite nutzt Audit-API), /wiki wiki:read (vorher ungeschützt); Regressionstest routePermissions.test.ts 6/6; Gates: tsc 0, Production-Build exit 0 2026-08-27 20:04:18 +02:00
Agent Zero 66c11d3d64 revert(frontend): Frontend auf letzten funktionierenden Stand 5680179 zurückgesetzt — i18n-Massen-Batch brach Dashboard-Shell in Produktion; Render-Loop-Fix und DSGVO-Antrags-UI liegen sicher in Historie für kontrollierten Wiedereinspiel 2026-08-27 09:14:21 +02:00
Agent Zero 4cb5298768 feat(i18n): migrate hardcoded German strings to t() across 104 components/pages — AST-based batch with re-parse gate, 423 new de.json keys; tsc clean; vitest failures byte-identical to clean-tree baseline (pre-existing) 2026-08-27 01:43:06 +02:00
Agent Zero b59289fc6e feat(UI-Overhaul-Phase6): Tags Umstrukturierung
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Details 
Migration 0138: Add parent_id, applicable_to, icon columns to tags table

Backend:
- Tag model: add parent_id (self-FK), applicable_to (JSONB), icon (VARCHAR)
- TagCreate/TagUpdate/TagResponse schemas: add new fields
- Tags routes: create_tag, update_tag, list_tags return new fields

Frontend:
- api/tags.ts: Tag interface, CreateTagPayload, UpdateTagPayload updated with new fields
- Tags route moved from /tags to /settings/tags (under Settings)
- Tags.tsx: TagFormModal updated with parent tag selector, icon picker, applicable_to multi-select
- TagsPage passes tags list to TagFormModal for parent selection

tsc clean, backend import OK
 2026-08-21 13:43:29 +02:00
Agent Zero 7f61dfb25b feat(UI-Overhaul-Phase2): AI Assistent in Kommunikation integriert
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Details 
Migration 0137: Drop AI chat tables (ai_chat_sessions, ai_chat_messages, ai_chat_attachments, ai_conversations, ai_messages)

Backend:
- Remove AIChatSession, AIChatMessage, AIChatAttachment models from ai_assistant/models.py
- Remove AIConversation, AIMessage from app/models/__init__.py
- Remove session/message/stream/attachment routes from ai_assistant/routes.py
- Add new streaming route POST /ai/conversations/{conversation_id}/stream using comm tables
- Add new messages route GET /ai/conversations/{conversation_id}/messages using comm tables
- Add stream_chat_comm, get_comm_messages, save_comm_message to services.py
- Update external_api.py to use CommConversation/CommMessage instead of AIChatSession/AIChatMessage
- Update unified_search ai_chat_provider to search comm_messages with conversation_type=ai
- Remove ai_copilot router from main.py and routes/__init__.py
- Remove ai_conversation from entity_permissions.py and owner_transfer_service.py
- Update ai_assistant/plugin.py get_entity_models to remove AIChatSession
- Guard ai_copilot_service.py imports with try/except

Frontend:
- Remove AIAssistant.tsx, AIAssistantStandalone.tsx, SessionList.tsx, ChatWindow.tsx
- Remove AI Assistant routes from routes/index.tsx
- Update api/ai.ts: streamChat uses /ai/conversations/{id}/stream, fetchMessages uses /ai/conversations/{id}/messages
- Update Communication.tsx: use convId for AI streaming, remove aiSessionId, use fetchAiMessages for AI conversations
- Update AiChatPanel.tsx: create comm conversation instead of AI session, use new fetchMessages
- Update AISidebar.tsx: remove ChatWindow import, show placeholder

tsc clean, build successful, backend import OK
 2026-08-21 13:34:54 +02:00
Agent Zero 9a20ae5528 feat: punkt 5 (monitoring) — system dashboard backend+frontend, admin-only, auto-refresh 30s, alerting via notifications 2026-08-20 13:39:50 +02:00
Agent Zero 7d86592e54 cleanup: remove all unconnected Phase I+J scaffold code and unconnected Phase F+H modules (workstream_contract, proactive_feed, dashboard, dsgvo_export, onboarding, mcp_exposure, integration_tools, self_improvement, agent_workstream, workflows/workstream, knowledge_sources, knowledge_extraction, knowledge_lifecycle, platform.py routes, 13 frontend files, 2 test files), restore Dashboard.tsx, tsc clean, backend OK 2026-08-19 09:47:20 +02:00
Agent Zero 9e37c41871 fix: connect all new pages to router + navigation + backend API routes (Workstream, Wiki, Improvement, Onboarding, Dashboard, DSGVO), platform.py with 9 endpoints, tsc clean 2026-08-19 09:23:54 +02:00
Agent Zero 30c2e2d7c8 feat(ui): logs page, mein konto, remove settings/api-docs from topbar, accent hamburger, api docs in help 2026-08-17 13:07:30 +02:00
Agent Zero aa20aba2e7 feat(automation): own automation page with tree sidebar, separate from agents 2026-08-17 12:11:14 +02:00
Agent Zero 7c6f33983d feat(agents): own agents page with tree sidebar in StartLayout, like settings/help 2026-08-17 11:46:08 +02:00
Agent Zero 81be3478ff feat(help): help page with tree navigation, 6 help articles, routes in StartLayout 2026-08-17 11:03:16 +02:00
Agent Zero 47e4ebcbfb feat(settings): move /settings from AppShell to StartLayout — no workspace sidebar 2026-08-17 10:21:39 +02:00
Agent Zero c3595a1bac fix(auth): useLogin maps login response to User, ProtectedRoute calls useAuth() 2026-08-16 23:32:07 +02:00
Agent Zero abbe7a18fc fix(audit): P0-P3 audit fixes — 838 ruff errors → 0, 30 F821 bugs fixed, 118 files changed 
- P0: hooks.py 3-tuple fix, trigger_dispatcher Contract, contacts/plugin unregister_actions_by_owner
- P0: 5 test files — check_permission mocks removed, hardcoded DB credential → env var
- P1: attachment_service DmsFile via Contract helper, restore_registry/history_hooks dedup
- P1: mail/plugin restore unregister, mcp_client datetime.now(UTC), saved_views/filters patterns
- P1: ProtectedRoute fail-closed, 13 test assertion fixes (bcrypt, DB-URLs, SECRET_KEYs)
- P2: deprecated notifications → post_system_message (3 files), forgejo Base, report_generator lazy import
- P2: webhooks permissions, deps.py/roles.py plugin perms removed, import_export default
- P2: address/tags/entity_links patterns removed, worker.py Contract-Umgehungen fixed
- P2: 28 frontend TODOs (hardcoded constants, deprecated notification API)
- P3: dead code, duplicates, deprecated imports, private attr, __import__ inline
- P3: 8 frontend TODOs (LucideIcons, inline styles, XSS, i18n)
- ruff: 838 → 0 (612 auto-fix + 246 manual + 27 F821 regression fix)
- F821: 30 → 0 (AutomationDefinition, DmsFile, user_id, Path, Any, String)
- Contract-Umgehungen: 2 neue gefunden (worker.py:169, worker.py:280) und gefixt
 2026-08-16 01:17:18 +02:00
Agent Zero a4d0f0c35d feat(D): Phase D — Undo/Restore komplett implementiert
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Details 
- D-GEN: RestoreRegistry mit RestoreConfig (model_class, restore_permission, excluded_fields, special_handler)
- D-HOOK: history_hooks.py mit register_history_hooks() für after_create/update/delete
- D-CORE: Company create+update record_history in companies.py
- D-PLUG: Task/Calendar/DMS record_history in services/routes
- D-SOFT: Alle registrierten Entitäten haben deleted_at + un-delete via Registry
- D-MAIL: Mail special_handler (IMAP Trash-Move, Folder-Verify) + record_history in delete/move
- D-TRASH: GET /entity-history/trash (filterbar, paginiert) + Frontend Trash.tsx
- D-TOAST: UndoToast.tsx (5s Auto-Dismiss, useUndoToast Hook)
- D-HIST-UI: HistoryPanel.tsx (Timeline, Diff-View, Restore-Button)
- D-BULK: POST /entity-history/bulk-restore mit partial_success Semantik
- D-RET: POST /entity-history/retention/archive (GDPR hard-delete >90 Tage)
- D-TEST: 26 Tests in test_restore_registry.py, alle grün
- D-DOC: test-strategy.md + security_kernel.md aktualisiert

Backend: 10 Dateien, Frontend: 7 Dateien, Tests: 1 Datei, Docs: 3 Dateien
26/26 Tests passed, TSC 0 errors, App import 492 routes
 2026-08-13 23:08:29 +02:00
Agent Zero 25b2581653 feat(C): Phase C — Core UI prüfen, vervollständigen, testen 
C-ERR-BOUNDARY: ErrorBoundary erweitert (trace_id, Fallback-UI, PluginErrorBoundary)
C-NOTIF: NotificationDropdown mit System-Channel-Link
C-DOCS: ApiDocs.tsx Seite (Swagger UI iframe)
C-A11Y: aria-label, min-h-touch, focus-visible ergänzt
C-FE-TEST: 29 neue Tests (ErrorBoundary, ApiDocs, PrintButton, themeStore, NotificationDropdown)
C-DOC: ui-design-guidelines.md aktualisiert

Verifiziert (keine Änderungen nötig):
- C-TAGS, C-CF, C-FILTER, C-DEDUP, C-ONBOARD, C-THEME, C-PWA, C-PRINT

TSC: 0 errors, Build: erfolgreich, Vitest: 29/29 passed
 2026-08-13 21:57:59 +02:00
Agent Zero 310a9f0542 Phase 6: Workspaces — Widget CRUD, Manager-Check, Cross-Tenant, Zustand Store, Settings Route 
Backend:
- Widget CRUD: get_widgets, create_widget, update_widget, delete_widget
- Manager role check: is_workspace_manager
- Cross-tenant validation: verify_user_same_tenant (UserTenant)
- Default workspace seeding: seed_default_workspace with 12 standard modules
- Set user default workspace: set_user_default_workspace
- Fix create_workspace default uniqueness (unset others before insert)
- Widget CRUD routes: GET/POST/PUT/DELETE /{workspace_id}/widgets
- Set-default route: POST /{workspace_id}/set-default
- Cross-tenant validation in assign_user route

Frontend:
- workspaceStore (Zustand): central state with sessionStorage persistence
- API client interceptor: X-Workspace-ID header on all requests
- useWorkspace hook refactored to use workspaceStore
- Widget API hooks: useWorkspaceWidgets, useCreateWorkspaceWidget, etc.
- useSetDefaultWorkspace hook
- Settings route: /settings/workspaces with WorkspaceManagerPage
- Settings nav item for Workspaces

Tests:
- 25 backend tests (CRUD, modules, widgets, users, manager, seeding, context, isolation)
- 12 frontend tests (workspaceStore state, visibility, persistence, reset)
- 48/48 backend tests passing
- 12/12 frontend tests passing
 2026-08-03 03:39:27 +02:00
Agent Zero 44696b9c04 fix: import Navigate from react-router-dom 2026-07-30 20:03:10 +02:00
Agent Zero beb4169b03 feat: start page after login with workspace grid, login redirect to /start 2026-07-30 20:02:28 +02:00
Agent Zero c1416161c2 hotfix: ProtectedRoute allows access for system_admin + empty permissions + /kein-zugriff route + NoAccessPage 2026-07-29 09:11:42 +02:00
Agent Zero 24690fb674 sprint20-23: tests + documentation + guest access + infrastructure + migrations 0059 2026-07-29 02:53:37 +02:00
Agent Zero e0003b9384 sprint12+13: zentrale rechte settings page + ABAC engine backend (model, migration 0055, service, routes) 2026-07-29 02:42:16 +02:00
Agent Zero 48b2dfdb11 sprint9: app visibility — sidebar permission filter + TopBar + ProtectedRoute + route guards
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Details
2026-07-29 02:28:52 +02:00
Agent Zero 79ece0fe2e Phase 4: Webhooks, Backup/Restore UI, Onboarding/Tutorial 
- Webhooks Backend: model, schema, service (HMAC-SHA256, httpx), routes, event bus dispatcher, migration 0042
- Webhooks Frontend: SettingsWebhooksPage (CRUD, test button, event multi-select), API client
- Backup/Restore Backend: model, schema, service (pg_dump/pg_restore), routes (admin-only), migration 0043
- Backup/Restore Frontend: SettingsBackupPage (create, list, restore dialog with RESTORE confirmation, auto-refresh)
- Onboarding: OnboardingTour (8 steps, custom CSS overlay), WelcomeDialog, onboardingStore (zustand + localStorage)
- Onboarding integrated into AppShell
- Routes: /settings/webhooks, /settings/backup registered
- Settings nav: Webhooks, Backup & Restore entries added
- Migration conflict fixed: 0042_webhooks → 0043_backups chain
 2026-07-26 03:17:40 +02:00
Agent Zero 10dcc8ae90 Phase 3: Saved Filters UI, Entity History UI, Activity Timeline, API Docs Link 
- Saved Filters: SavedFilterBar (dropdown, apply, delete), SaveFilterDialog (name + save)
- Entity History: EntityHistoryPanel (timeline, restore, undo), HistoryDiff (field changes visual)
- Activity Timeline: ActivityTimelinePage (grouped by day, pagination), ActivityFilter (user/entity/action/date)
- API Docs Link: TopBar user menu entry, SettingsSystem Entwickler section (Swagger, ReDoc, OpenAPI)
- Routes: /activity registered
- Menu items: Aktivitäten added to automation plugin manifest
 2026-07-26 03:08:26 +02:00
Agent Zero a7e3890634 Phase 2: Tags UI, Custom Fields UI, Notifications Bell 
- Tags UI: TagsPage (CRUD, color picker), TagBadge, TagSelector (multi-select, inline creation)
- Custom Fields Backend: model, schema, service, routes, migration 0041
- Custom Fields Frontend: CustomFieldsPage (definitions CRUD), CustomFieldRenderer (dynamic field rendering)
- Custom Fields: _collect_custom_field_definitions() extended to merge DB definitions with plugin definitions
- Notifications Bell: NotificationBell (30s polling, unread badge), NotificationDropdown, NotificationItem
- NotificationBell integrated into TopBar
- Routes: /tags, /settings/custom-fields registered
- Settings nav: Custom Fields entry added
- Menu items: Tags added to automation plugin manifest
 2026-07-26 03:02:25 +02:00
Agent Zero a3a5a10514 Phase 1: Workflows UI, Dedup/Merge UI, Import/Export UI, Print/PDF 
- Workflows UI: full page with definitions/instances tabs, step editor, instance detail with approve/reject
- Dedup/Merge UI: duplicate detection, side-by-side comparison, field-level merge dialog, merge history
- Import/Export UI: import wizard (dry-run preview), export panel (CSV/XLSX), backend export route added
- Print/PDF: PrintButton component, print.css, integrated in Contacts/Calendar/Reports/ContactDetail
- Backend: GET /api/v1/export endpoint, export_companies_csv() service function
- Routes: /workflows, /contacts/dedup, /import-export registered
- Menu items: Workflows, Import/Export, Duplikate added to automation plugin manifest
- IMPLEMENTATION_PLAN.md: audit-corrected plan for all 14 remaining features
 2026-07-26 02:35:44 +02:00
Agent Zero aaa7406929 perf: Fix all 7 code analysis issues 
HIGH (Performance):
- Replace 8 sync file operations with aiofiles in async context (storage, mail,
  report_generator, dms_bridge, ai_assistant)
- Frontend bundle splitting: manualChunks for react-vendor, ui-components, tanstack,
  markdown, icons, utils, i18n (ui chunk 936K → ~19K)

MEDIUM (Architecture):
- Worker circular deps: Replace direct plugin imports with job_registry.py pattern
  (register_job/get_all_jobs, importlib-based lazy loading)
- App-wide ErrorBoundary: New ErrorBoundary.tsx component, wrapped in AppShell
  and all standalone routes

LOW (Code Quality):
- N+1 query fix: selectinload(Contact.contact_persons) in list_contacts()
- O(n²) dedup fix: SQL GROUP BY for email/phone duplicates, Dict-based name grouping
- Response format standardization: 7 routes converted from plain arrays to
  {items: [...], total: N} format
 2026-07-25 09:19:32 +02:00
Agent Zero 382f500f39 fix: Add Communication page as explicit route in router 
- Add /communication route at top level (not inside /settings)
- Add CommunicationPage lazy import alongside other pages
- This ensures the page is properly code-split and loaded in production
 2026-07-25 01:43:07 +02:00
Agent Zero 868bb274ef feat: standalone buttons for all plugin pages + window system for modals 
Standalone buttons:
- Add ExternalLink button to Dms, Calendar, Mail, ContactsList toolbars
- Create standalone pages for each (no sidebar, full screen)
- Add standalone routes outside ProtectedRoute

Window system for modals:
- AppointmentModal -> AppointmentEditForm + openWindow()
- ComposeModal -> MailComposeForm + openWindow()
- FilePreviewModal -> FilePreviewContent + openWindow()
- Calendar, Mail, Dms use openWindow() instead of modal state
 2026-07-25 00:21:37 +02:00
Agent Zero 2f6c3175a3 feat: add standalone AI assistant window button 
- Add ExternalLink button to AI assistant toolbar
- New route /ai-assistant-standalone renders AIAssistantPage without sidebar
- Opens in new browser window via window.open
 2026-07-24 23:55:18 +02:00
Agent Zero c1d49e4dfe feat: consolidate AI settings into one page with tabs 
- New SettingsAI page with 3 tabs: KI Assistent, Proaktive KI, MCP
- Remove individual AI/proactive/mcp from settings nav
- Settings nav now 6 items: Stammdaten, Nutzerverwaltung, System, Mail, KI Einstellungen, Benachrichtigungen
 2026-07-24 22:46:53 +02:00
Agent Zero 8b3873d676 feat: restructure settings menu + add automation/agents to topbar 
TopBar:
- Add Automation and Agenten to user dropdown menu

Settings restructure:
- Stammdaten: Firmendaten, Adressen (CRUD), Konten (CRUD), Sonstige Daten
- Nutzerverwaltung: Benutzer, Rollen, Gruppen as tabs
- System: Menü, Theme, Plugins as tabs
- Reduce nav items from 15+ to 8
- Add end prop to all settings NavLinks
 2026-07-24 22:35:35 +02:00
Agent Zero e017da9d12 feat: navigation restructure + drag-and-drop menu ordering 
Navigation:
- Remove Plugins header from sidebar
- Merge static items and plugin items into unified sorted list
- Group related menu items (Dateien, E-Mail, Kalender, Automation)
- German labels for all menu items
- Sort by order field, alphabetical fallback for ties

Drag-and-Drop Menu:
- New backend endpoints: GET/PUT /api/v1/users/me/menu-order
- Store menu order in user preferences JSONB field
- New SettingsMenuOrder page with @dnd-kit drag-and-drop
- New Settings tab: Menu ordering
- Sidebar reads saved menu order and sorts accordingly
- Reset to default option
 2026-07-24 21:46:27 +02:00
Agent Zero 2c9e74776e feat(5.21): Tasks Plugin — activities with status, priority, due dates, ARQ reminders 
- New builtin plugin app/plugins/builtins/tasks/ with full CRUD
- Task model with TenantMixin (title, description, status, priority, due_date, assigned_to, contact_id)
- Routes: GET/POST /tasks, GET/PATCH/DELETE /tasks/{id}, POST /tasks/{id}/assign, POST /tasks/{id}/status
- All routes RBAC-protected (tasks:read, tasks:write, tasks:delete)
- ARQ cron job tasks_due_reminder (daily 8:00) sends notifications for due tasks
- Migration 0001_initial.sql creates tasks table with indexes
- Frontend: Tasks.tsx page with list, filter, create/edit modal, detail modal
- Frontend: api/tasks.ts with React Query hooks
- Route /tasks in routes/index.tsx, sidebar entry via plugin manifest
- i18n keys for nav.tasks and tasks.* in de.json and en.json
- Tests: test_tasks.py (11 tests) + Tasks.test.tsx (3 tests)
- Registered TasksPlugin in conftest.py and worker.py
 2026-07-23 23:41:34 +02:00
Agent Zero 0ec8502fd4 Phase 5 Batch 5 Task 5.19: Report Generator Frontend-Oberfläche 
- Created frontend/src/api/reports.ts: React Query hooks for templates, presets, generate
- Created frontend/src/pages/Reports.tsx: 3-column layout (template list, editor, generate)
- Preset quick-action buttons with format selection (PDF/Print/CSV/Excel)
- Template editor with Jinja2 code textarea, name, output format selector
- JSON data input for report parameters
- Download history tracking
- Route /reports registered in index.tsx (lazy-loaded)
- i18n keys added to de.json and en.json (reports section + nav.reports)
- 5 frontend tests: page render, template list, new template, select template, download history
- TSC: 0 new errors (2 pre-existing Dms.tsx errors only)
 2026-07-23 23:26:40 +02:00
Agent Zero 9d4f701a25 feat: MCP Server plugin (Task 5.16) - expose LeoCRM tools to external AI clients 
- New plugin app/plugins/builtins/mcp_server/ with 9 MCP tools
- Tools: search_contacts, get_contact, create_contact, list_calendar_entries,
  create_calendar_entry, list_emails, send_email, list_files, upload_file
- Routes: GET /api/v1/mcp/tools, POST /api/v1/mcp/tools/{name}/execute, GET /api/v1/mcp/config
- API-token auth via session + RBAC (mcp:read, mcp:write)
- Frontend: mcp.ts API client with React Query hooks
- Frontend: SettingsMcp.tsx settings page with tool listing and execution
- i18n: de.json and en.json updated with MCP entries
- Tests: 7 tests covering tool listing, config, execution, auth, schema validation
 2026-07-23 23:01:59 +02:00
Agent Zero 5dc6f29ac1 Phase 3.5: Automation & Agents Plugin 
Neues automation Plugin (app/plugins/builtins/automation/):
- 7 DB-Modelle: AgentDefinition, AgentVersion, AutomationDefinition,
  AutomationVersion, AutomationCronJob, AgentRun, AutomationRun
- Migration 0001_initial.sql mit allen Tabellen + RLS
- PluginManifest erweitert: agent_definitions, automation_templates,
  cron_jobs, heartbeat_configs, miniapps Contribution-Felder
- 21 API-Endpoints: /api/v1/automation (CRUD, execute, dry-run,
  runs, versions, restore, settings, miniapps) + /api/v1/agents
  (CRUD, execute, test-run, runs, versions, restore, tools, send-message)

Backend Features:
- Cron-Scheduler (scheduler.py): ARQ-basiert, liest CronJob-Tabelle,
  enqueued run_agent/run_automation, croniter fuer next_run_at
- Workflow-Timeout-Worker (workflow_timeout.py): prueft abgelaufene
  WorkflowInstances, setzt cancelled, sendet Notification
- Agent Runner (agent_runner.py): LiteLLM + ToolRegistry, proactive/
  reactive mode, Rate-Limiting, Budget-Limit, Infinite-Loop-Detection
- Automation Execution Engine (execution_engine.py): Condition
  evaluation (eq/ne/gt/lt/contains/exists), Actions (api_call/
  notification/workflow_start), Dry-Run mode
- Agent-to-Agent Communication (agent_comm.py): send_agent_message
  tool, kommunikation plugin integration
- Plugin-Beitraege: register/unregister on activate/deactivate,
  Konfliktloesung mit Plugin-Name als Prefix
- Heartbeat-Migration: ai_proactive heartbeat als Cron-Job
- Versionshistorie: Auto-Versioning bei Updates, Restore-Endpoint
- Settings: GET/PATCH /api/v1/automation/settings
- ARQ Worker: 11 functions, 2 cron_jobs (scheduler_tick 30s,
  check_workflow_timeouts 5min)

Frontend:
- AutomationDashboard.tsx: Automation Builder UI mit Trigger,
  Conditions, Actions, Execute, Dry-Run, Run-History, Versions
- AgentDashboard.tsx: Agent Builder UI mit Model, Tools, Prompt,
  Heartbeat, Rate-Limits, Execute, Test-Run, Agent-Chat
- AutomationSettings.tsx: Settings + MiniApp-Builder
- automation.ts: 24 React Query Hooks
- automation.ts types: TypeScript Interfaces
- routes/index.tsx: /automation, /agents, /settings/automation

Tests:
- 22 Frontend-Tests (AutomationDashboard, AgentDashboard, API) — alle bestanden
- Backend-Tests: test_automation.py (CRUD, versions, conditions, dry-run, rate-limiting)
- TSC: keine neuen Errors (nur pre-existing Dms.tsx)
- croniter dependency installiert
 2026-07-23 20:00:37 +02:00