182af355d1
feat(5.22): Saved Searches / Smart Lists — reusable filters for list views
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- SavedFilter model with TenantMixin (name, entity_type, filter_criteria JSONB, user_id)
- Routes: GET/POST /saved-filters, DELETE /saved-filters/{id} with RBAC
- Alembic migration 0029_saved_filters creates saved_filters table
- Frontend: SavedFilters.tsx component with save/load/delete UI
- Frontend: api/savedFilters.ts with React Query hooks
- Integrated into ContactsListPage as example
- i18n keys for savedFilters.* in de.json and en.json
- Tests: test_saved_filters.py (9 tests) + SavedFilters.test.tsx (3 tests)
- Registered SavedFilter in conftest.py
2026-07-23 23:44:50 +02:00
2c9e74776e
feat(5.21): Tasks Plugin — activities with status, priority, due dates, ARQ reminders
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- 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
bdad91a649
feat(5.20): Custom Fields — plugin-defined fields in Contact UI
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- Add CustomFieldDefinition to PluginManifest (text/number/date/select/multiselect/boolean)
- Add GET/PATCH /api/v1/contacts/{id}/custom-fields routes
- Merge plugin definitions with stored values in contacts.custom JSONB
- Add CustomFieldRenderer component (read + edit modes)
- Integrate into ContactDetail (read-only) and ContactEditModal (editable)
- Add custom_fields to pluginStore and active manifests API
- Add useCustomFields/useUpdateCustomFields React Query hooks
- Tests: test_custom_fields.py (9 tests) + CustomFieldRenderer.test.tsx (5 tests)
- i18n keys already present (contacts.customFields)
2026-07-23 23:35:35 +02:00
63b99ba489
Update PROGRESS.md: Phase 5 Batch 5 complete (Tasks 5.18-5.19)
2026-07-23 23:27:07 +02:00
0ec8502fd4
Phase 5 Batch 5 Task 5.19: Report Generator Frontend-Oberfläche
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- 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
15f1a57c0f
Phase 5 Batch 5 Task 5.18: Report Generator PDF-Support & Druck-Funktionen
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- Installed WeasyPrint 69.0 for PDF generation
- Created 5 Jinja2 HTML templates: contact_list, calendar_week, calendar_month, company_list, audit_log
- All templates: A4 landscape, print-optimized CSS (@media print, page margins)
- Extended output_format in schemas.py: added pdf and print
- Created pdf_generator.py: Jinja2 + WeasyPrint pipeline with preset support
- Modified routes.py: PDF/print generation, preset endpoints (/presets, /presets/generate)
- Added RBAC (require_permission) to all report endpoints
- Generate endpoints return StreamingResponse (file download) directly
- 7 backend tests: presets listing, PDF/CSV generation, template CRUD, RBAC
2026-07-23 23:22:33 +02:00
3c8e41b3f8
docs: update PROGRESS.md with Phase 5 Batch 4 completion (Tasks 5.16-5.17)
2026-07-23 23:02:33 +02:00
317d5c81f8
feat: MCP Client plugin (Task 5.17) - integrate external MCP servers for AI agents
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- New plugin app/plugins/builtins/mcp_client/ with server config CRUD
- Models: McpServerConfig with TenantMixin (name, url, api_token, enabled)
- Routes: GET/POST/PATCH/DELETE /api/v1/mcp-client/servers
- Routes: GET /servers/{id}/tools, POST /servers/{id}/execute
- client.py: async MCP client using httpx for external server calls
- tool_registry_integration.py: registers external MCP tools in AI tool registry
- Migration: 0001_initial.sql for mcp_server_configs table
- Frontend: mcpClient.ts API client with React Query hooks
- Frontend: MCP Client settings UI in SettingsMcp.tsx (server CRUD, tool viewing)
- Tests: 8 tests covering CRUD, auth, tool registry integration
2026-07-23 23:02:07 +02:00
9d4f701a25
feat: MCP Server plugin (Task 5.16) - expose LeoCRM tools to external AI clients
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- 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
f4beb78f91
docs: update PROGRESS.md with Phase 5 Batch 3 (Tasks 5.12-5.15) completion
2026-07-23 22:49:19 +02:00
9cfc6bf3b0
Phase 5.15: Automated backup system with pg_dump, file backup, retention, restore, notifications
2026-07-23 22:48:19 +02:00
66b6c32ed8
Phase 5.14: API documentation - OpenAPI tags, response models, examples, docs
2026-07-23 22:44:54 +02:00
3c1b2f227b
Phase 5.13: CI/CD deploy script with build/test/deploy/rollback
2026-07-23 22:39:14 +02:00
d9c9ba6630
Phase 5.12: API health check script for KI
2026-07-23 22:37:25 +02:00
42b19040ce
Phase 5.4-5.11: Playwright E2E test infrastructure with 7 spec files
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- playwright.config.ts: chromium project, webServer, baseURL, trace/screenshot/video
- e2e/helpers.ts: API mock setup, login/logout helpers, mock data for all entities
- 7 E2E spec files (1164 lines total):
- auth.spec.ts: login/logout workflow
- contact-crud.spec.ts: create/edit/delete contacts, add persons
- search.spec.ts: global search, filter, results
- plugin-toggle.spec.ts: enable/disable plugins, UI changes
- mail.spec.ts: mail account setup, folders, mail viewing
- dms.spec.ts: folder creation, file upload, preview, share
- calendar.spec.ts: appointment creation, calendar switch, kanban view
- @playwright/test added as devDependency
- e2e scripts added to package.json
- TSC: 0 new errors (only pre-existing Dms.tsx)
2026-07-23 22:35:03 +02:00
7a034b3124
docs: update PROGRESS.md with Phase 5 Batch 1 (Tasks 5.1-5.3) completion
2026-07-23 20:42:10 +02:00
f137acb805
feat(5.1): add API audit document covering all 158 UI functions across 24 categories
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- Create docs/api-audit.md with systematic mapping of UI functions to API endpoints
- Audit covers: Contacts, Calendar, DMS, Mail, Notifications, Users/Roles, Groups,
Tags, Workflows, Automation/Agents, AI Assistant, AI Proactive, AI UI Control,
Communication, Unified Search, Plugins, Settings, Import/Export, Entity History,
Audit Log, Attachments, Addresses, UI State (sidebar/tab/filter)
- All 158 UI functions have corresponding API endpoints (0 missing)
- UI state persistence (sidebar, theme, locale, active tab, sort) covered by Task 5.2
- Frontend API module coverage table maps all 25 frontend modules to backend routes
- RBAC coverage documented for all endpoints
- Add 9 tests verifying audit document structure and endpoint reachability
2026-07-23 20:41:45 +02:00
75a7063bff
feat(5.2): add User Preferences API with full-stack implementation
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Backend:
- Create app/models/user_preference.py with TenantMixin (user_id, key, value JSONB)
- Create app/routes/user_preferences.py with GET/PUT/DELETE endpoints + RBAC
- Add user_preferences:read/write to CORE_PERMISSIONS
- Add user_preferences to legacy role permissions (admin/editor/viewer)
- Register route in app/main.py and app/routes/__init__.py
- Create alembic migration 0028_user_preferences
- Add UserPreference model to conftest.py for test schema
- Fix pre-existing conftest seed (Contact industry field removed in migration 0027)
Frontend:
- Create frontend/src/api/userPreferences.ts with React Query hooks
- Create frontend/src/hooks/useUserPreferences.ts syncing with uiStore
- Add i18n entries for de.json and en.json
Tests:
- 13 tests covering CRUD, tenant isolation, CSRF, unauthenticated access
- All tests passing
2026-07-23 20:39:42 +02:00
a9151b1159
feat(5.3): add workflow API frontend module with TypeScript types and React Query hooks
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- Create frontend/src/api/workflows.ts with types matching backend workflow model
- Workflow CRUD hooks: useWorkflows, useWorkflow, useCreateWorkflow, useUpdateWorkflow, useDeleteWorkflow
- Instance hooks: useWorkflowInstances, useWorkflowInstance, useCreateWorkflowInstance, useAdvanceWorkflowInstance, useCancelWorkflowInstance
- Step history types included in WorkflowInstanceDetail
- Add comprehensive test suite (13 tests, all passing)
- TSC: 0 new errors
2026-07-23 20:24:12 +02:00
903d649a0f
Phase 4: KI-UI-Steuerung — AI agent UI control via WebSocket
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- New ai_ui_control plugin: WS endpoint /ws/ai-ui-control, REST API (POST /command, GET /command/{id}/status, GET /online-users)
- UI-Command-Protocol: 6 command types (navigate, filter, open_contact, modal, tab, settings) with Pydantic schemas
- WebSocket manager: per-user connections, command delivery, feedback storage, stale cleanup
- Frontend useAIUIControl hook: WS client with auto-reconnect, command dispatch, feedback sending
- aiUIControlStore: Zustand store for command state, active modal/tab, pending filter/settings
- AIUIControlIndicator: visual KI indication (Bot icon, toast, pulse animation)
- ContactDetail integration: syncs activeTab and personModalOpen from AI control store
- AppShell integration: useAIUIControl hook + AIUIControlIndicator
- i18n keys for DE/EN
- 18 Vitest tests: command protocol, store actions, feedback, visual indication
- TSC: 0 new errors (only 2 pre-existing Dms.tsx errors)
2026-07-23 20:13:39 +02:00
5dc6f29ac1
Phase 3.5: Automation & Agents Plugin
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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
fc96a2f86c
Phase 3: Plugin-UI-System (WordPress-Style)
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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
4f70c1d912
Update PROGRESS.md: Phase 1 complete
2026-07-23 17:30:14 +02:00
b15a62bec6
Phase 1A: Remove company routes/services/models/schemas, unify to Contact
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- Removed: app/routes/companies.py, app/services/company_service.py, app/models/company.py, app/schemas/company.py
- Updated: main.py, routes/__init__.py, models/__init__.py (removed company imports)
- Updated: action_mapper.py (company intents → contact intents, /api/v1/companies → /api/v1/contacts)
- Updated: workflows/engine.py (company.created → contact.created)
- Updated: worker.py (removed index_company)
- Updated: roles.py, permission_registry.py, permissions.py, deps.py (companies: → contacts:)
- Updated: permission_registry.py CORE_FIELD_DEFINITIONS (old field names → unified contact fields)
- Updated: address model/schema/service (entity_type company → contact only)
- Updated: ai_copilot_service.py (_exec_companies removed, _exec_contacts extended)
- Updated: ai_proactive services/jobs/context_tools (Company → Contact, company_contacts → contact_persons)
- Updated: unified_search jobs.py (removed index_company), query_understanding.py
- Updated: calendar/models.py, addresses.py docstrings
- Updated: conftest.py (Company → Contact, removed companies/company_contacts from TRUNCATE)
- Updated: test_unified_search.py (index_company → index_contact)
2026-07-23 17:29:53 +02:00
5d79b4f613
Phase 1B: Unify plugins from company to contact
2026-07-23 17:18:38 +02:00
879106c4eb
Phase 1C: Frontend unified contact UI
2026-07-23 17:17:32 +02:00
a8331fbc2b
Phase 2: Code-Splitting + Virtual Scrolling (Tasks 2.1-2.7)
2026-07-23 12:00:34 +02:00
0c14b06b67
Fix: JSX syntax error in ProactiveAISettings.tsx (missing backtick in className)
2026-07-23 11:38:42 +02:00
ec81940178
Phase 0 Complete: Tasks 0.7-0.20
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- 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
3d06cb2353
Phase 0.5+0.6: consolidate store dirs and save frontend gap analysis
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- 0.5: Moved calendarStore.ts from stores/ to store/, removed stores/ dir, updated import
- 0.6: Saved complete frontend gap analysis as frontend-gap-analysis.md (176 lines)
- All stores now in src/store/ (5 stores: authStore, uiStore, commStore, pluginToolbarStore, calendarStore)
2026-07-23 05:12:24 +02:00
75d2f884da
Phase 0.4: split hooks.ts into separate API modules
2026-07-23 05:11:16 +02:00
57d18c1381
Phase 0.3: migrate date formatting to date-fns
2026-07-23 05:05:08 +02:00
241850fddd
Phase 0.2: mark task 0.2 as done in PROGRESS.md
2026-07-23 04:55:58 +02:00
4f8cda1566
Phase 0.2: migrate remaining SVGs to lucide-react icons
2026-07-23 03:21:05 +02:00
e9a5eee524
Phase 0.2: migrate UI component SVGs to lucide-react
...
- Button.tsx: Loader2 spinner
- EmptyState.tsx: FolderOpen default icon
- Modal.tsx: X close icon
- Pagination.tsx: ChevronLeft/ChevronRight
- Table.tsx: Loader2 loading spinner
- Toast.tsx: Check/X/AlertTriangle/Info + X close
- lucide-react v1.25.0 installed
- All 85 UI tests pass
- 2 pre-existing TSC errors in Dms.tsx (unrelated)
2026-07-23 00:47:23 +02:00
3f2307ab54
Phase 0.1: update planning docs to current state
...
- codebase-vs-requirements.md: rewritten to reflect actual IST-stand (PostgreSQL, React, 12 plugins, unified contacts)
- security-review-phase2.md: added resolution summary for M-01/M-02/M-03/M-05/m-03/m-08
- architecture.md: added section 11 'Implementation Status' with what's built and what's missing
- MASTER-PLAN.md: comprehensive 754-line plan with 8 phases + Phase 3.5 (~590h total)
- PROGRESS.md: progress tracking file for agent work
2026-07-23 00:35:40 +02:00
c2143eea19
debug: add startup print statements for plugin activation
2026-07-22 02:14:29 +02:00
5116e79fb6
fix: AIParticipantHandler recognizes plugin rooms (locked_by=ai_assistant) as AI-active
2026-07-22 02:11:34 +02:00
4a71297a1e
fix: add kommunikation dependency to ai_assistant and ai_proactive for correct load order
2026-07-22 02:04:52 +02:00
ba06214efa
fix: quick-access button title matching for plugin rooms (Assistent, Live KI, System)
2026-07-22 01:56:25 +02:00
69ef8bb7d9
fix: add __init__.py exports for kommunikation and system_notif plugins for discovery
2026-07-22 01:35:27 +02:00
cc3ac9a43d
feat: Unified Messaging System — kommunikation plugin, AI/Proactive/System participants, MessageSidebar, Rich Content Renderer
...
Phase 1: Backend plugin kommunikation (13 files, 10 tables, REST API, WebSocket, RBAC, DMS Bridge, Participant Registry, Mini-App Registry, Search Provider)
Phase 2: AI plugins as participants (ai_assistant + ai_proactive dock as participants, heartbeat job)
Phase 3: system_notif plugin (system events → chat messages, pinned System room)
Phase 4: Frontend MessageSidebar (replaces AISidebar, same design, comm API client, WebSocket hook, commStore)
Phase 5: Rich Content Block Renderer (11 components: Markdown, HTML, Image, Audio, Video, File, ActionCard, ContactCard, MiniApp, BlockRenderer)
BasePlugin: added services property + _container in on_activate
2026-07-22 01:22:15 +02:00
5980d38c66
AISidebar: add Team panel with users/groups and online status, add Chat panel placeholder
2026-07-21 23:11:17 +02:00
650f6e6723
AISidebar: rename Proaktiv to Live KI, align icon strip border with TopBar, notifications as slim cards
2026-07-21 23:01:21 +02:00
a4793991dd
AISidebar: replace horizontal tabs with icon strip layout, show active tab title below icons
2026-07-21 22:50:45 +02:00
b30d1e9300
AISidebar: robot icon for AI, move notifications from TopBar to AISidebar with own tab and bell icon
2026-07-21 22:38:45 +02:00
abdcd07b07
Sidebar toggle button: match sidebar background color
2026-07-21 22:28:05 +02:00
719a4773d7
Align sidebar header border with TopBar border (h-[58px])
2026-07-21 22:21:54 +02:00
5adaee25a0
Sidebar: narrower width (w-56), tree structure with expandable sub-menus for Calendar, Files, Email
2026-07-21 22:18:19 +02:00
157ff7dfc9
Move Profile to own page, add Profile menu item in TopBar user menu
2026-07-21 22:08:32 +02:00
Agent Zero