8cf12645f7
fix: wider middle column, narrower detail pane, horizontal scrollbar in table view
2026-07-28 15:31:22 +02:00
dbf804f0e3
feat: table view overhaul - drag resize, drag reorder, multi-sort headers, tree grouping
2026-07-28 15:21:03 +02:00
58b163ba78
feat: saved_views backend API + model + migration + frontend hooks
2026-07-28 14:36:52 +02:00
fa28e67fb6
fix: standard view resets everything including search, multiSelectFolders, activeViewId
2026-07-28 14:27:28 +02:00
69c1962995
feat: SaveViewDialog with selectable components (folder, view, filter, group, sort)
2026-07-28 14:09:15 +02:00
cd1e15eb09
feat: save/load/delete filters directly in FilterPanel dropdown
2026-07-28 13:59:15 +02:00
2796bebb12
style: remove light blue bg, bold text, keep dark icon block
2026-07-28 13:35:23 +02:00
24d6da6e89
style: accordion headers - light blue bg with dark blue icon block (rounded)
2026-07-28 13:01:21 +02:00
7462361874
style: accordion headers kräftig wie sidebar buttons (bg-primary-600, white text, 2px padding)
2026-07-28 12:55:10 +02:00
0ce3b8e4d1
style: accordion headers as rounded buttons (bg-primary-50, text-primary-700, rounded-md)
2026-07-28 12:52:02 +02:00
8e475ef248
style: accordion headers as system-colored buttons (bg-primary-600, white text)
2026-07-28 12:47:25 +02:00
65bb9c9866
fix: print and open-standalone icon-only, right-aligned in toolbar
2026-07-28 12:42:49 +02:00
78738f5aa9
feat: folder multi-select mode with checkboxes, shows contacts from multiple folders
2026-07-28 12:22:30 +02:00
77284cbf10
feat: custom views accordion - save/apply/delete named views with filter+sort+group config
2026-07-28 12:14:45 +02:00
5f02330b2f
feat: left panel accordions (Views + Folders), remove middle filter bar
2026-07-28 12:09:02 +02:00
05cc51609b
feat: GroupPanel + toolbar reorder (New, View, Search, Filter, Sort, Group)
2026-07-28 10:34:30 +02:00
11ffffcb44
feat: SmartSuite-style SortPanel with multi-field priority sorting, all contact fields
2026-07-28 10:26:22 +02:00
e95875464b
feat: SmartSuite-style FilterPanel with multi-condition AND/OR, all contact fields, context-sensitive ordering
2026-07-28 09:19:02 +02:00
7962d34fcf
toolbar: unified filter+sort dropdown with sections, fixed positioning, iconOnly support
2026-07-28 02:16:03 +02:00
722335c923
contacts toolbar: consolidate views and filters into dropdowns
2026-07-28 00:45:55 +02:00
719ee251f2
fix: close remaining security gaps, test fixes, frontend integration, event bus
...
Check Cross-Plugin Imports / check (push) Has been cancelled
- RCE: move _check_dangerous_imports() BEFORE exec_module() in plugins.py
- verify_ws_origin: reject empty Origin header when CORS configured
- Test: ai_app fixture with permission_registry init for ai_assistant
- Test: login_client sets CSRF token + Origin as client default headers
- Test: SESSION_COOKIE_SECURE=false override + get_settings.cache_clear()
- Test: asyncio_default_test_loop_scope=session fixes event loop closed
- Test: fix 15 assertions (paths, variables, auth expectations)
- Frontend: integrate SavedFilterBar in ContactsList, Mail, Calendar
- Frontend: integrate TagSelector in ContactsList, Mail, Calendar
- Event Bus: add 4 subscribers in system_notif (conversation/participant/reaction)
- Docs: update all analysis reports and FIX-PLAN-V2 to current state
2026-07-27 12:45:45 +02:00
47dfdfb794
fix: ContactFolderTree drag-drop removed, dropdown menu with rename/color/pin/delete; ContactsList toolbar moved to plugin toolbar
2026-07-27 09:47:22 +02:00
4dbbc422ce
fix: repair print/PDF in Reports — fix document.write/appendChild mix, add printPdfBlob for print format
2026-07-26 09:40:43 +02:00
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
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
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
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
3e7abd4518
feat: Mini-Apps registry, Stammdaten backend persistence, bank accounts
...
- Register 6 mini-apps in kommunikation plugin (contact_picker, file_share,
calendar_invite, mail_forward, ai_search, task_create)
- Connect AdressenTab to backend API (GET/POST/PATCH/DELETE /addresses)
- Create BankAccount model, schema, service, routes + migration 0033
- Connect KontenTab to backend API (GET/POST/PATCH/DELETE /bank-accounts)
- AI tools already working: 7 tools registered (hybrid_search, get_contact_mails, etc.)
2026-07-25 02:11:29 +02:00
5d5bfb4b38
fix: Communication page, search field mapping, type compatibility
...
- Create Communication.tsx page with tree structure (System, KI, Kollegen)
- Chat window with messages, reactions, attachments, mini-apps
- WebSocket real-time updates
- AI streaming integration for AI conversations
- Fix search.ts: map backend fields (entity_type/entity_id/title/snippet)
to frontend format (type/id/name/description/url)
- Fix hooks.ts: import SearchResult from search.ts instead of redefining
- Fix JSX syntax error in Communication.tsx title attribute
2026-07-25 01:32:20 +02:00
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
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
35e87b5d51
feat: window management system with minimize, fullscreen, and AI chat split
...
- Window manager store (Zustand) for managing open/minimized/fullscreen windows
- Window component with header controls: KI-Chat toggle, fullscreen, minimize, close
- AI chat panel with streaming chat via existing /ai/sessions API
- WindowContainer renders all non-minimized windows
- TopBar shows minimized windows as clickable pills
- ContactEditForm extracted from ContactEditModal for window rendering
- ContactsList and ContactDetailPage use openWindow() instead of modal state
- Draggable windows with z-index management
2026-07-24 23:42:53 +02:00
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
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
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
4b9cb5a098
fix: Zustand selector anti-pattern causing infinite re-render + plugin loader path
...
- Fix usePluginStore(s => s.getAll*()) selectors that returned new arrays
on every call, causing infinite re-render loops and permanent spinner
- Affected: Sidebar, Settings, ContactDetail, ContactEditModal, PluginRouteRenderer
- Use usePluginStore(s => s.manifests) + useMemo instead
- Fix PluginRouteRenderer: show spinner instead of null when manifests loading
- Fix PluginLoader: @/ path replacement ../ -> ../../ for correct dynamic imports
2026-07-24 19:29:48 +02:00
7b4a2c0791
fix: embedding migration, worker error handling, path traversal security, response mismatches (unread-count, plugins, manifests), frontend type safety
2026-07-24 14:23:28 +02:00
761f8d88dc
Phase 6.6: Mail-Settings-Forms on RHF + Zod
...
- MailSettings account form: RHF+Zod (email valid, password required, imap/smtp host required, ports numeric)
- SignatureManager: RHF+Zod (name required, body_html, is_default)
- RuleEditor: RHF+Zod (name required, priority numeric)
- LabelManager: RHF+Zod (name required, color optional)
- VacationResponder: RHF+Zod (enabled, dates with end>start validation, subject, body)
- Error display under each field
- Preserved all existing functionality: CRUD, templates, variables
- Added 2 validation tests for MailSettings account form
2026-07-24 00:38:40 +02:00
eb2f37b2bc
Phase 6.4: DMS-Forms on RHF + Zod
...
- Dms.tsx folder-create: RHF+Zod (name required)
- ShareDialog add-share: RHF+Zod (shareId required, shareType/permission kept as useState)
- Error display under each field
- Preserved all existing functionality: folder tree, file grid, share links
- Added 2 validation tests for ShareDialog (empty shareId, valid submit)
2026-07-24 00:32:00 +02:00
c334d02989
Phase 6.3: SettingsForms on RHF + Zod
...
- SettingsCurrencies: RHF+Zod (code required max 3, name required, symbol required max 5)
- SettingsTaxes: RHF+Zod (name required, rate numeric 0-100, country max 2)
- SettingsSequences: RHF+Zod (name required, padding numeric 1-10)
- SettingsUsers: RHF+Zod (name required, email valid, password min 8)
- SettingsRoles: RHF+Zod for create form (name required)
- SettingsGroups: RHF+Zod for create form (name required, description optional)
- Error display under each field
- Preserved all existing functionality: CRUD, permissions, members
- Added 2 validation tests for SettingsCurrencies
2026-07-24 00:28:11 +02:00
036e87a9ed
Task 5.25: Dashboard-System — GET /api/v1/dashboard/widgets, DashboardWidgetLoader, DashboardGrid with drag-and-drop, 3 example widgets (RecentContacts, TasksSummary, CalendarUpcoming), updated Dashboard.tsx, i18n, 6 tests
2026-07-24 00:09:26 +02:00
182af355d1
feat(5.22): Saved Searches / Smart Lists — reusable filters for list views
...
- 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
...
- 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
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
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
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
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
879106c4eb
Phase 1C: Frontend unified contact UI
2026-07-23 17:17:32 +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
...
- 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
Agent Zero