Leopoldadmin/leocrm
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Code Issues 363 Pull Requests Actions 7 Packages Projects Releases 1 Wiki Activity
692 Commits 2 Branches 4 Tags
ddf73ee42e49f07139d96e5b1925f5578ca66f18
Commit Graph

67 Commits

Author SHA1 Message Date
Agent Zero ddf73ee42e sprint14-19: ABAC UI rule editor + permission templates + bulk share + analytics + delegation + resolution strategies + migrations 0056-0058 2026-07-29 02:47:03 +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 2c14368b90 sprint10+11: AI permission filter + API token scopes + merge check + owner transfer service + auto-transfer on deactivation 2026-07-29 02:37:51 +02:00
Agent Zero 88c04286af sprint6+7: permission notifications + audit trail + notification entity filter + mail account permissions + migration 0053
Check Cross-Plugin Imports / check (push) Has been cancelled
Details
2026-07-29 02:18:17 +02:00
Agent Zero b06aeeb720 sprint3: dashboard counts per user + import owner_id + export visibility filter 2026-07-29 02:11:29 +02:00
Agent Zero 517e1b6d8b sprint2+3: remaining services visibility filter + search provider permission-aware + dashboard route
Check Cross-Plugin Imports / check (push) Has been cancelled
Details
2026-07-29 02:05:14 +02:00
Agent Zero 9fc84b7905 sprint2: 8 services + 8 routes visibility filter + BaseSearchProvider + owned_mixin on models
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Details
2026-07-29 01:52:47 +02:00
Agent Zero 479ee04834 sprint2: visibility filter + contact service access checks + contacts route integration 2026-07-29 01:38:18 +02:00
Agent Zero 5afa1fa927 sprint1: entity_permissions table + owned_mixin + universal permission service + API + migrations 0049+0050 2026-07-29 01:28:13 +02:00
Agent Zero cc021cda99 feat: folder permissions (ACLs) - share folders with users/groups, inherit to subfolders, permission dialog UI 2026-07-28 23:58:19 +02:00
Agent Zero 98eb1d0d89 feat: Plugin-System Umbau — 6 Phasen komplett abgeschlossen
Check Cross-Plugin Imports / check (push) Has been cancelled
Details 
Phase 1: Contracts konsequent nutzen
- 12 neue contracts.py erstellt (alle 19 Plugins haben jetzt contracts)
- 4 bestehende contracts.py an zentrale ContractRegistry angepasst
- Alle 19 Plugins haben on_deactivate mit Contract-Unregister
- 0 echte problematische INTER-Plugin Imports

Phase 2: Hooks/Filters-System
- app/core/hooks.py (HookRegistry mit actions + filters)
- 15 Hook-Punkte in Core-Services (contact, auth, mail, calendar, user, dms)
- BasePlugin.on_deactivate meldet alle Hooks ab

Phase 3: Plugin-Isolation
- scripts/check_cross_plugin_imports.py (Linting-Regel)
- .github/workflows/check-cross-plugin-imports.yml (CI/CD)
- .pre-commit-cross-plugin.yaml (Pre-commit Hook)
- 155 Dateien geprueft, 0 Verstoesse

Phase 4: Plugin-Versioning
- app/plugins/semver.py (SemVer mit Parse, Compare, Pre-release)
- migration_runner.py erweitert: run_migration_down, rollback_to_version
- manifest.py: min_app_version Feld
- registry.py: App-Version-Compatibility-Check bei Installation
- GET /api/v1/plugins/updates Endpoint

Phase 5: Marketplace-Vorbereitung
- app/plugins/signature.py (Ed25519 Signatur-Validierung)
- app/plugins/quarantine.py (Plugin-Quarantine mit Validierung)
- app/models/plugin_allowlist.py + Migration 0046
- manifest.py: author, license, homepage, icon, screenshots, changelog, marketplace_tags, price
- registry.py: discover_external(), discover_all()
- POST /api/v1/plugins/install-marketplace (deaktiviert)

Phase 6: Manifest-Anpassung
- manifest.py: 12 neue Felder + SemVer/Hook-Name Validierung
- MANIFEST_SCHEMA_DOC aktualisiert
- Alle 19 Plugin-Manifeste aktualisiert
- Frontend PluginUiManifest Typ erweitert

Zusaetzliche Bug-Fixes:
- test_sample-Modul erstellt
- conftest.py Deadlock-Prevention
- SESSION_COOKIE_SECURE=true
- dump.rdb aus Git entfernt + .gitignore
- backup.py datetime.utcnow -> func.now()
- system_settings.py JSONB-Import nach oben
- tax.py Mapped[float] -> Mapped[Decimal]
- notification.py type_key-Laengen vereinheitlicht

Tests: 91 neue Tests, alle bestanden
 2026-07-26 23:15:34 +02:00
Agent Zero 5ec1fc9b05 Phase 1: Fix all critical release blockers (B1-B10) 
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
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 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 444c7fdb88 Fix: Remove function field from export/import — not on Contact model 2026-07-26 02:45:04 +02:00
Agent Zero d468456fe1 Fix: Contact model has phone_2 not mobilephone — fix export+import service 2026-07-26 02:42:07 +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 727d86614e Security fixes: P0-P2 complete (22 fixes) 
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
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 6e7e39d101 fix: Event-bus workflow trigger, RBAC on all routes, search provider, events, cron jobs 
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
Agent Zero 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
Agent Zero 2fd4bd123d fix: restore API response formats + ai-ui-control ws + profile fields 
- 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
Agent Zero 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
Agent Zero 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
Agent Zero b15a62bec6 Phase 1A: Remove company routes/services/models/schemas, unify to Contact 
- 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
Agent Zero 879106c4eb Phase 1C: Frontend unified contact UI 2026-07-23 17:17:32 +02:00
Agent Zero 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
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
Agent Zero 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
Agent Zero 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
Agent Zero 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
Agent Zero 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
leocrm-bot 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 
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