Commit Graph

45 Commits

Author SHA1 Message Date
Agent Zero eaa71780d4 fix: add missing deleted_at columns to all plugin tables, fix system-settings response schema, fix transaction rollback in permissions 2026-07-24 10:34:38 +02:00
Agent Zero 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
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 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
Agent Zero bdad91a649 feat(5.20): Custom Fields — plugin-defined fields in Contact UI
- 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
Agent Zero 66b6c32ed8 Phase 5.14: API documentation - OpenAPI tags, response models, examples, docs 2026-07-23 22:44:54 +02:00
Agent Zero 75a7063bff feat(5.2): add User Preferences API with full-stack implementation
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
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 b16cd5e96f Fix Bug 5: require groups:read permission for list_groups 2026-07-20 23:13:47 +00:00
Leopoldadmin 9142f8e1b2 Pass denied_permissions through in role create/update routes 2026-07-20 23:13:47 +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 ad41771b10 feat: implement sliding session - extend TTL on each authenticated request 2026-07-18 18:48:21 +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 08fd3ab72c feat: phase 2 - migrate all route guards to require_permission (75 guards, 21 files) 2026-07-15 22:35:50 +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
Agent Zero b0e987f790 feat: notification preferences system with plugin registry
- Add NotificationType and NotificationPreference models
- Add get_notification_types() to BasePlugin for plugin registration
- Add sync_notification_types() to PluginRegistry
- Update create_notification() to check user preferences (returns Notification|None)
- Add API endpoints: GET /types, GET /preferences, PATCH /preferences/{type_key}
- Add NotificationPreferenceUpdate schema
- Mail plugin registers 10 notification types with metadata
- Add Alembic migration 0017 for new tables + seed data
- Frontend: SettingsNotifications page with toggle switches
- Frontend: Settings tab, route, hooks for notification preferences
- i18n: notification settings keys (de/en)
2026-07-15 21:00:32 +02:00
Leopoldadmin 4c415e8f37 C6: Add audit log route — admin-only, paginated, filterable 2026-07-04 01:30:07 +00:00
Leopoldadmin e594e8aa16 C3: Add DELETE endpoint to sequences route (admin-only, soft-delete) 2026-07-04 01:30:04 +00:00
Leopoldadmin b7c8abd7aa A/C6: Add addresses and audit to routes/__init__.py 2026-07-04 01:30:01 +00:00
Leopoldadmin 2bcf3e5c55 A: Add address routes — list, create, update, delete with entity filtering 2026-07-04 01:23:40 +00:00
Leopoldadmin 841234014a feat(core): register attachment routes 2026-07-04 00:29:38 +00:00
Leopoldadmin e3e4e9e39d feat(core): add attachment routes 2026-07-04 00:29:12 +00:00
Leopoldadmin df623fde30 feat(core): register system_settings routes 2026-07-04 00:26:21 +00:00
Leopoldadmin 207137feb2 feat(core): add system settings routes 2026-07-04 00:25:39 +00:00
Leopoldadmin 3a7156cdcd feat(core): register sequence routes 2026-07-04 00:24:40 +00:00
Leopoldadmin 95bacb5810 feat(core): add sequence routes 2026-07-04 00:24:17 +00:00
Leopoldadmin 2a027a7f17 feat(core): register tax routes 2026-07-04 00:23:35 +00:00
Leopoldadmin ff5fa179e8 feat(core): add tax rate routes 2026-07-04 00:23:14 +00:00
Leopoldadmin 7d23815856 feat(core): register currency routes 2026-07-04 00:22:07 +00:00
Leopoldadmin 592f890817 feat(core): add currency routes 2026-07-04 00:21:42 +00:00
Leopoldadmin 997d60138a Fix route: use model_fields_set to pass _UNSET when role_id not sent, None when explicitly null 2026-07-03 20:43:55 +00:00
Leopoldadmin 792f0a464d Problem 3/4: Add GET /api/v1/roles/permissions endpoint returning system + plugin permissions 2026-07-03 19:50:47 +00:00
Leopoldadmin 762aac832f Problem 1: Pass role_id through users route create/update, include in responses 2026-07-03 19:49:48 +00:00
Leopoldadmin f9508d17de fix(plugin): add GET and PATCH /api/v1/plugins/{name}/config endpoints
Bug 4: Plugin config field existed but had no API endpoints. Added
GET /api/v1/plugins/{name}/config to retrieve config as JSON and
PATCH /api/v1/plugins/{name}/config to update it. Uses PluginConfigUpdate
Pydantic model for request validation.
2026-07-03 16:49:57 +00:00
leocrm-bot 4c7f09c518 chore: ruff lint auto-fix — 9 errors fixed (import sorting, unused imports)
- 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
leocrm-bot 69e91fd5d0 T10: Monitoring, Performance, Documentation & Environment Config — 38 tests, ruff clean, docs OK
- 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
leocrm-bot a2452cc04b chore: fix all ruff lint errors + format — 0 errors, 306 tests pass 2026-06-29 17:43:56 +02:00
leocrm-bot 851e7999ba T09: KI-Copilot API + Hybrid Workflow Engine + LLM client + event-triggered workflows
- 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
leocrm-bot 9678344f0e T03: plugin system framework + lifecycle + migrations + event bus + DI
- 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
leocrm-bot dd16940bb2 T02: companies + contacts + import/export + N:M + soft-delete + GDPR + FTS
- 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
leocrm-bot 3ab4925783 T01: core infrastructure + auth + multi-tenant + RLS
- 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