5ec1fc9b05
Phase 1: Fix all critical release blockers (B1-B10)
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B1: Remove duplicate get_redis() — singleton no longer overwritten
B2: Plugin routes now enforce activation status via require_active_plugin()
B3: Fix UploadFile ForwardRef error — remove functools.wraps from wrap_plugin_route
B4: DMS upload uses true streaming via save_stream() instead of RAM accumulation
B5: Worker on_startup registers plugin event handlers + webhook dispatcher
B6: Implement send_password_reset_email job, remove raw token logging
B7: Webhook SSRF protection (IP validation, no redirects), secret removed from response
B8: RLS repair migration 0044 + separate crm_runtime DB user (NOSUPERUSER, NOBYPASSRLS)
B9: Fix .env.docker.example AUTH_SECRET → SECRET_KEY
B10: Remove Redis default password, remove exposed DB/Redis ports
Also: add frontend_url to config, add SMTP settings to .env.docker.example,
update prestart.sh to use MIGRATION_DATABASE_URL for alembic.
2026-07-26 20:45:42 +02:00
79ece0fe2e
Phase 4: Webhooks, Backup/Restore UI, Onboarding/Tutorial
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- 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
a7e3890634
Phase 2: Tags UI, Custom Fields UI, Notifications Bell
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- 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
444c7fdb88
Fix: Remove function field from export/import — not on Contact model
2026-07-26 02:45:04 +02:00
d468456fe1
Fix: Contact model has phone_2 not mobilephone — fix export+import service
2026-07-26 02:42:07 +02:00
a3a5a10514
Phase 1: Workflows UI, Dedup/Merge UI, Import/Export UI, Print/PDF
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- 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
727d86614e
Security fixes: P0-P2 complete (22 fixes)
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P0 (7): Auth-bypass removed, migrations fixed, plugin-upload disabled, RLS FORCE+WITH CHECK, plugin double-registration fixed, persistent volume, domain removed
P1 (11): User/tenant model, Redis centralized, worker separated, transactional outbox, XSS fixed, DMS chunked streaming, permissions unified, password reset, metrics secured, config/docs fixed, cross-tenant FK
P2 (4): Contact model normalized, cross-imports reduced 94%, commands+state machines for contacts/dms/mail/calendar, SPA path-traversal
8 new migrations, 99 unit tests, 13 commands, 8 contracts, 72 files changed
2026-07-25 21:03:46 +02:00
aaa7406929
perf: Fix all 7 code analysis issues
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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
6e7e39d101
fix: Event-bus workflow trigger, RBAC on all routes, search provider, events, cron jobs
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Critical fixes:
- Event Bus → Workflow auto-trigger: wildcard subscription starts workflows on matching events
- Kommunikation routes: require_permission on all 30+ endpoints (comm:read/write/delete/manage)
- Permissions routes: require_permission('permissions:admin') on all management endpoints
- CompanySearchProvider registered in auto_register_providers()
Medium fixes:
- system_notif events: 10 event_bus.publish() calls added (lead.created, contact.created/updated,
task.created/overdue, mail.received, user.created, workflow.completed, notification.created, backup.*)
- Cron jobs: backup_check (daily), search_index_check (daily), workflow_timeout (5min) registered
- AI tool permission: call_crm_api now requires 'ai:write' permission
- New file: automation/jobs.py with backup_check and search_index_check functions
2026-07-25 03:22:55 +02:00
3e7abd4518
feat: Mini-Apps registry, Stammdaten backend persistence, bank accounts
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- 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
2fd4bd123d
fix: restore API response formats + ai-ui-control ws + profile fields
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- Restore {plugins: [...], total: N} for /plugins and /plugins/active-manifests
(flat array broke frontend PluginRegistry → no menu items → empty UI)
- Restore {count: N} for /notifications/unread-count
(scalar broke frontend notification badge)
- Fix ai_ui_control: on_install → on_activate for WS manager registration
(WS 403 on every reconnect after container restart)
- Fix double /api/v1 prefix in useAIContext.ts and SuggestionBadge.tsx
- Add first_name, last_name, avatar_url to User model + migration 0032
- Extend UserUpdate schema with profile + password change fields
- Extend user_service.update_user with profile fields + password change
- Extend frontend UserResponse/UserUpdate types
2026-07-24 17:17:53 +02:00
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
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
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
879106c4eb
Phase 1C: Frontend unified contact UI
2026-07-23 17:17:32 +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
Leopoldadmin
7bb72f6b9e
Fix Bug 3+4+6: permission_version bump, denied_permissions, soft-delete
2026-07-20 23:13:45 +00:00
Leopoldadmin
26850801fd
Fix Bug 1: Set UserTenant.role_id in create_user and sync in update_user
2026-07-20 23:13:45 +00:00
29202325a6
feat: Kontakt-Ordner mit Drag&Drop Baum (wie KI-Chat Sidebar)
...
- Backend: ContactFolder model (hierarchisch, parent_id, sort_order)
- Migration 0022: contact_folders Tabelle + folder_id FK auf contacts
- CRUD Routes: /api/v1/contact-folders (list, create, update, delete, reorder)
- Move Contact API: /api/v1/contact-folders/contacts/{id}/move
- folder_id Filter in contacts list API
- Frontend: ContactFolderTree mit Baum-Struktur, Drag&Drop, Kontext-Menü
- Kontakt-Personen-Icon statt Ordner-Symbol
- ContactList Items draggable (List/Table/Cards View)
- React Query Hooks für Folder CRUD + Move Contact
- Alle 266 Frontend-Tests passing
2026-07-20 01:33:44 +02:00
cf75680583
Unified contacts model: Rentman-style type field (company/person), inline addresses, ContactPerson 1:N, all Rentman fields except rental-specific
2026-07-19 21:12:49 +02:00
beaca24480
feat: phase 3 - field-level permissions with plugin field definitions, service-layer filtering, 20 core field definitions
2026-07-15 23:02:30 +02:00
b490a62322
feat: granular RBAC system with user groups, deny-list, permission registry, system-admin, self-mod prevention
2026-07-15 21:59:45 +02:00
047b59a1f3
fix: remove broken service re-exports from __init__.py — fixes ImportError on startup
2026-07-04 18:14:30 +02:00
Leopoldadmin
d0375a990e
A: Remove address fields from contact_service — dict, create, update
2026-07-04 01:42:11 +00:00
Leopoldadmin
1708c4d94a
A: Remove address fields from company_service — dict, create, update, export
2026-07-04 01:42:10 +00:00
Leopoldadmin
f137f38cdd
C3: Fix sequence_service.py — add delete_sequence function (soft-delete with audit)
2026-07-04 01:31:19 +00:00
Leopoldadmin
42db39cd31
Update app/services/sequence_service.py
2026-07-04 01:30:05 +00:00
Leopoldadmin
1a1b02c168
C2: Add all new services to services/__init__.py exports
2026-07-04 01:30:02 +00:00
Leopoldadmin
0a228ba982
A: Add address_service — CRUD with tenant isolation, set_default, migration helper
2026-07-04 01:23:39 +00:00
Leopoldadmin
1fdcc95ac5
feat(core): add attachment service
2026-07-04 00:29:12 +00:00
Leopoldadmin
a7fdaf21dc
feat(core): add system settings service
2026-07-04 00:25:38 +00:00
Leopoldadmin
3677324c4d
feat(core): add sequence service with SELECT FOR UPDATE locking
2026-07-04 00:24:17 +00:00
Leopoldadmin
1c209371a8
feat(core): add tax rate service
2026-07-04 00:23:14 +00:00
Leopoldadmin
725c4413f5
feat(core): add currency service
2026-07-04 00:21:42 +00:00
Leopoldadmin
ec0353f469
feat(core): add address fields to contact service serialization and CRUD
2026-07-04 00:19:23 +00:00
Leopoldadmin
11527c4c95
feat(core): add address fields to company service serialization and CRUD
2026-07-04 00:18:45 +00:00
Leopoldadmin
d7691b3d70
Fix role_id sentinel bug: use _UNSET sentinel so None explicitly clears FK, missing param leaves unchanged
2026-07-03 20:43:00 +00:00
Leopoldadmin
8a2468ee7d
Problem 1: Add role_id support to user_service create/update/_user_to_dict
2026-07-03 19:49:03 +00:00
Leopoldadmin
cbeed4b26d
fix(plugin): convert dependency errors to HTTPException 400, add config API
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Bug 3: install_plugin() and activate_plugin() now catch dependency-related
ValueErrors and raise HTTPException 400 with the error detail.
Bug 4: Added get_plugin_config() and update_plugin_config() methods to
the service layer for the plugin config API endpoints.
2026-07-03 16:48:10 +00:00
a2452cc04b
chore: fix all ruff lint errors + format — 0 errors, 306 tests pass
2026-06-29 17:43:56 +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
Leopoldadmin
525d86002c
Upload app/services/user_service.py
2026-06-29 08:01:45 +02:00
Leopoldadmin
7024575c9a
Upload app/services/tag_service.py
2026-06-29 08:01:45 +02:00
Leopoldadmin
8b3febe1a7
Upload app/services/note_service.py
2026-06-29 08:01:45 +02:00
Leopoldadmin
2b9bd76a78
Upload app/services/deal_service.py
2026-06-29 08:01:45 +02:00
Leopoldadmin
8d904c316b
Upload app/services/dashboard_service.py
2026-06-29 08:01:45 +02:00
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Leopoldadmin