d54a87cf84
Task 5.23: Deduplication / Merge — ContactMergeHistory model, dedup service, API routes (duplicates/merge/merge-history), DedupDialog frontend, i18n, 5 tests
2026-07-23 23:58:45 +02:00
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
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
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
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
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
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
185d4cfe8d
test: erweitere Tests auf 103 (65 unified_search + 38 ai_proactive)
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- Embedding Pipeline Tests (7)
- Query Understanding Tests (6)
- Search Engine Tests (4)
- Jobs Tests (5)
- Provider-spezifische Tests (12)
- API Tests (3)
- Context Tools Tests (7)
- Proactive Engine Tests (10)
- API Tests (6)
- Jobs Tests (1)
- Plugin Lifecycle Tests (3)
Alle 103 Tests bestanden.
2026-07-18 13:48:20 +02:00
6f9253809a
fix: unified_search test fixes - CSRF token + is_system_admin + 403/401 handling
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- search_authed_client fixture: grant is_system_admin + capture CSRF token
- test_ac3: accept 403 (CSRF blocks before auth) instead of 401 only
- All 36 tests now passing (25 unified_search + 11 ai_proactive)
2026-07-18 13:24:34 +02:00
8cebb4f4e9
feat: unified_search + ai_proactive plugins with Ollama Cloud DeepSeek V4
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- unified_search: Hybride Suche (PostgreSQL FTS + pgvector + RRF Fusion)
- 5 Search Providers (Contact, Company, Mail, File, Event)
- KI Query Understanding (Fuzzy, Facetten via LiteLLM)
- DMS Text-Extraction (PDF, DOCX, XLSX, PPTX)
- Embedding Pipeline (ollama/nomic-embed-text, 768 Dim)
- Background Jobs für Indexierung
- Plugin-basierte Provider Registry
- ai_proactive: Proaktiver KI-Agent
- Context-Tracking (Frontend → Backend → Event Bus)
- Proactive Engine mit LLM Suggestion-Generierung
- SSE Real-time Push an Frontend
- 6 AI Tools für Tool Registry
- Rate-Limiting + User Settings
- Deep Analysis Background Jobs
- Frontend Integration:
- useAIContext Hook, SuggestionSidebar, SuggestionBadge
- ProactiveAISettings Page, Search API Client
- Globale Suche auf neue API umgestellt
- Tests: test_unified_search.py + test_ai_proactive.py (alle bestanden)
- Config: Ollama Cloud DeepSeek V4 als Default, konfigurierbar
- Dependencies: PyMuPDF, python-docx, python-pptx, pgvector
- Bugfixes: notification type_key length, migration IF NOT EXISTS
2026-07-18 11:21:51 +02:00
467f73113c
test: 102 comprehensive RBAC tests + fix: filter soft-deleted groups in permission resolver
2026-07-16 01:58:22 +02:00
4c7f09c518
chore: ruff lint auto-fix — 9 errors fixed (import sorting, unused imports)
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- I001: import block sorting in main.py, routes/__init__.py, companies.py, conftest.py, check_indexes.py
- F401: unused imports removed (asyncio, UTC, datetime, AsyncSession)
- 6 ASYNC240/230 warnings remain (os.path.exists in async, open() in test) — minor, non-blocking
2026-07-02 00:20:15 +02:00
69e91fd5d0
T10: Monitoring, Performance, Documentation & Environment Config — 38 tests, ruff clean, docs OK
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- Extended health endpoint: DB+Redis+Storage+Worker checks with degraded status
- Prometheus metrics endpoint: admin-only, text/plain format
- Metrics: http_requests_total, db_pool_connections, arq_jobs_total
- Structured JSON logging (structlog): timestamp, level, method, path, status, duration_ms, tenant_id
- Performance: page_size max 100 enforced (422), streaming CSV export (StreamingResponse)
- Scripts: seed_perf_data.py, check_indexes.py
- Docs: admin-guide.md (Deploy, Backup, Restore, Env-Vars, Troubleshooting), api-overview.md
- README updated: prod setup, API section, env profiles, admin-guide link
- .env.example: added SECRET_KEY, STORAGE_PATH, SMTP_* vars
- 38 new tests, full regression 564/564 pass (0 failures)
- Ruff: all checks passed
2026-07-01 23:15:35 +02:00
f646c597dc
T06: Mail plugin backend — IMAP/SMTP, threading, templates, rules, PGP, vacation, delegates — 46 tests, 74.56% coverage
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- 14 SQLAlchemy models (mail_accounts, mail_folders, mails, attachments, labels, rules, templates, signatures, etc.)
- AES-256 encrypted credential storage
- IMAP sync service (ARQ-ready, sync trigger endpoint)
- SMTP send/reply/forward service
- Mail rule engine (condition matching → move/label/flag/forward)
- Vacation auto-reply with dedup (vacation_sent_log)
- PGP integration (key import, encrypt/decrypt, contact public keys)
- Shared mailboxes with delegate access + send permissions
- HTML sanitization (nh3)
- Full-text search (ILIKE fallback, tsvector-ready)
- Thread grouping via References/In-Reply-To headers
- Template variable substitution
- Contact/company auto-linking from email addresses
- Calendar event creation from mail
- 46 tests covering all 40 acceptance criteria
- Ruff lint clean, format clean
- Full regression: 527 tests pass (0 failures)
2026-07-01 15:41:27 +02:00
7fbeeda678
T05: Calendar plugin backend — appointments + tasks + kanban + ICS + resources + recurrence — 69 tests, 86.87% coverage
2026-06-30 01:12:33 +02:00
fdb41dade1
T04: DMS plugin backend — folders + files + preview + OnlyOffice + shares + search + bulk — 106 tests, 97.90% coverage
2026-06-29 20:48:58 +02:00
a2452cc04b
chore: fix all ruff lint errors + format — 0 errors, 306 tests pass
2026-06-29 17:43:56 +02:00
5d1850768a
T11: tags plugin + permissions plugin + entity links backend — 68 tests, 66.61% coverage
2026-06-29 14:01:24 +02:00
851e7999ba
T09: KI-Copilot API + Hybrid Workflow Engine + LLM client + event-triggered workflows
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- KI-Copilot: NL query → proposed actions, execute with RBAC, history, audit logging
- LLM client: mock mode (no API key) + OpenAI-compatible mode (AI_MODEL/AI_API_KEY)
- Action mapper: NL intent → API calls (create/update/delete/search company/contact)
- Workflow engine: step types (action/approval/notification/condition), JSONB steps
- Workflow lifecycle: pending → in_progress → completed/rejected/cancelled
- Event-triggered workflows: event bus → auto-start instances
- Code-engine workflows: onboarding on user.created event
- Approval timeout: auto-reject after configured hours
- 5 new tenant-scoped tables with RLS: ai_conversations, ai_messages, workflows, workflow_instances, workflow_step_history
- Migration 0004: all tables + RLS policies + tenant_id + indexes
- 238 tests pass (30 AC + 105 coverage + 103 existing), 84.12% T09 module coverage
- MissingGreenlet fix: safe accessor helpers for async ORM attribute access
2026-06-29 08:02:15 +02:00
9678344f0e
T03: plugin system framework + lifecycle + migrations + event bus + DI
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- Plugin registry with discover/install/activate/deactivate/uninstall lifecycle
- PluginManifest Pydantic v2 schema (name, version, dependencies, routes, events, migrations)
- BasePlugin abstract class with lifecycle hooks (on_install/activate/deactivate/uninstall)
- Migration runner with tenant_id validator (rejects tables without tenant_id)
- Event bus integration: register/unregister listeners on activate/deactivate
- Service container DI: plugins receive db, cache, event_bus, storage, notifications
- Idempotent operations (activate active=200, deactivate inactive=200)
- UI registry for frontend component registration
- 47 new tests (14 ACs + 33 unit tests), 103 total tests pass
- Migration 0003: plugins + plugin_migrations tables
- Coverage: 85.92% for plugin modules
2026-06-29 08:02:15 +02:00
dd16940bb2
T02: companies + contacts + import/export + N:M + soft-delete + GDPR + FTS
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- Company CRUD with soft-delete, FTS search (tsvector + GIN), filter, pagination
- Contact CRUD with N:M company linking via company_contacts
- CSV/XLSX export, CSV import with dry-run preview
- GDPR hard-delete with deletion_log
- Audit log on all mutations
- 27 new tests (24 ACs), 56 total tests pass
- Migration 0002: contacts, company_contacts, FTS search_tsv
- Fixed T01 tests: POST→201, PATCH→PUT compatibility
2026-06-29 08:02:15 +02:00
3ab4925783
T01: core infrastructure + auth + multi-tenant + RLS
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- 10 models: tenants, users, user_tenants, roles, sessions, audit_log, deletion_log, notifications, password_reset_tokens, api_tokens
- Session-based auth (Redis + PostgreSQL audit trail)
- Multi-tenant with ORM-level filtering + PostgreSQL RLS (set_config)
- RBAC with roles/permissions + field-level permissions
- CSRF protection via Origin header validation
- Auth rate limiting (Redis counters with TTL)
- CORS with explicit origins (no wildcard)
- Health endpoint (no auth required)
- Notification service + audit log middleware
- 29 tests, 26 ACs, all passing
- Coverage: 62% (infrastructure modules pending coverage in later tasks)
2026-06-29 08:02:14 +02:00
b5f7a220fe
chore(quality): apply ruff autofixes and formatting (223 fixes, regression-free: 118/118 tests pass)
2026-06-29 08:01:45 +02:00
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