4 Commits

33 changed files with 5705 additions and 8 deletions
+80
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@@ -544,3 +544,83 @@ LeoCRM-Agenten können externe MCP-Server nutzen (Web-Search, Code-Execution, ex
- Plugins automatisch via pkgutil entdeckt
**Phase 5 Batch 6a Gesamt: ✅ Complete**
---
## Phase 5 Batch 6b: Tasks 5.23–5.25 (Final Batch)
### Task 5.23: Deduplication / Merge (6h)
**Backend:**
- `app/models/contact_merge.py` — ContactMergeHistory model with TenantMixin (source_contact_id, target_contact_id, merged_fields JSONB, merged_by, note)
- `app/services/dedup_service.py` — Dedup service with find_duplicates (email/phone/name similarity), merge_contacts (field overrides, auto-merge, entity_links/tag_assignments re-pointing, soft-delete source), get_merge_history
- `app/routes/contacts.py` — Added endpoints:
- `POST /api/v1/contacts/duplicates` — find duplicates (RBAC: contacts:read)
- `POST /api/v1/contacts/merge` — merge two contacts (RBAC: contacts:write)
- `GET /api/v1/contacts/merge-history` — paginated merge history (RBAC: contacts:read)
- `alembic/versions/0030_contact_merge_history.py` — Migration creates contact_merge_history table
- Registered in `app/models/__init__.py` and `tests/conftest.py`
**Frontend:**
- `frontend/src/api/dedup.ts` — useFindDuplicates, useMergeContacts, useMergeHistory hooks
- `frontend/src/components/contacts/DedupDialog.tsx` — UI for comparing and merging duplicate contacts with field selection
- i18n keys for `dedup.*` in de.json and en.json
**Tests:**
- `tests/test_dedup.py` — 5 tests (find by email, find empty, merge success, merge same fails, merge history)
### Task 5.24: PWA (Progressive Web App) (6h)
**Setup:**
- `vite-plugin-pwa` installed in frontend
- `frontend/vite.config.ts` — VitePWA plugin with autoUpdate strategy, manifest (name, icons, theme_color), workbox config (static asset caching, font caching, StaleWhileRevalidate)
**Assets:**
- `frontend/public/favicon.svg` — SVG favicon (blue rounded square with "L")
- `frontend/public/icon-192.svg` — 192x192 PWA icon
- `frontend/public/icon-512.svg` — 512x512 PWA icon
**Frontend:**
- `frontend/src/components/PWAInstallPrompt.tsx` — Install prompt component with beforeinstallprompt event handling, dismiss/accept buttons, localStorage persistence
- `frontend/src/utils/notifications.ts` — Notification permission helper (getNotificationPermission, requestNotificationPermission, showNotification, isPWAInstalled)
- i18n keys for `pwa.*` in de.json and en.json
**Tests:**
- `frontend/src/__tests__/PWAInstallPrompt.test.tsx` — 6 tests (no prompt, show prompt, dismiss, already dismissed, notification unsupported, isPWAInstalled)
### Task 5.25: Dashboard-System ausbauen (8h)
**Backend:**
- `app/routes/dashboard.py` — `GET /api/v1/dashboard/widgets` lists all dashboard widgets from active plugins (RBAC: dashboard:read)
- Uses existing `get_active_manifests()` from plugin registry which already includes `dashboard_widgets`
- Registered in `app/main.py` and `app/routes/__init__.py`
**Frontend:**
- `frontend/src/api/dashboard.ts` — useDashboardWidgets hook
- `frontend/src/components/dashboard/DashboardWidgetLoader.tsx` — Dynamically loads widget components via lazy loading with fallback
- `frontend/src/components/dashboard/DashboardGrid.tsx` — CSS Grid layout with native HTML5 drag-and-drop widget reordering
- `frontend/src/pages/Dashboard.tsx` — Updated to include dynamic widget loading section
- 3 Example widgets:
- `RecentContactsWidget` — shows last 5 contacts
- `TasksSummaryWidget` — shows open/overdue/high-priority task counts
- `CalendarUpcomingWidget` — shows next 3 upcoming calendar entries
- i18n keys for dashboard widgets in de.json and en.json
**Tests:**
- `tests/test_dashboard.py` — 3 backend tests (list widgets, auth required, plugin_name field)
- `frontend/src/__tests__/Dashboard.test.tsx` — 3 frontend tests (grid render, empty state, widget labels)
### Verifikation
- TSC: 0 neue Errors (nur pre-existing Dms.tsx + FileExplorer errors)
- 3 Commits mit klaren Messages
- Mindestens 3 Tests pro Task (5+6+3 backend, 6+3 frontend)
- RBAC (require_permission) auf allen API-Routes
- TenantMixin auf allen neuen DB-Models (ContactMergeHistory)
- i18n (de.json, en.json) aktualisiert für alle Tasks
- Keine .env committet
- Bestehende Patterns verwendet (apiClient, React Query hooks, lazy loading)
- Plugins automatisch via pkgutil entdeckt
- dashboard_widgets bereits in PluginManifest (Phase 3) — genutzt in Task 5.25
**Phase 5 Batch 6b Gesamt: ✅ Complete**
**Phase 5 Gesamt: ✅ Complete**
@@ -0,0 +1,42 @@
"""contact_merge_history table
Revision ID: 0030_contact_merge_history
Revises: 0029_saved_filters
Create Date: 2025-07-23
"""
from alembic import op
import sqlalchemy as sa
from sqlalchemy.dialects.postgresql import UUID, JSONB
# revision identifiers
revision = "0030_contact_merge_history"
down_revision = "0029_saved_filters"
branch_labels = None
depends_on = None
def upgrade() -> None:
op.create_table(
"contact_merge_history",
sa.Column("id", UUID(as_uuid=True), primary_key=True, server_default=sa.text("gen_random_uuid()")),
sa.Column("tenant_id", UUID(as_uuid=True), nullable=False),
sa.Column("source_contact_id", UUID(as_uuid=True), sa.ForeignKey("contacts.id", ondelete="SET NULL"), nullable=False),
sa.Column("target_contact_id", UUID(as_uuid=True), sa.ForeignKey("contacts.id", ondelete="CASCADE"), nullable=False),
sa.Column("merged_fields", JSONB, nullable=False, server_default=sa.text("'{}'::jsonb")),
sa.Column("merged_by", UUID(as_uuid=True), sa.ForeignKey("users.id", ondelete="SET NULL"), nullable=True),
sa.Column("note", sa.Text, nullable=True),
sa.Column("created_at", sa.DateTime(timezone=True), nullable=False, server_default=sa.func.now()),
sa.Column("updated_at", sa.DateTime(timezone=True), nullable=False, server_default=sa.func.now()),
sa.Column("deleted_at", sa.DateTime(timezone=True), nullable=True),
)
op.create_index("ix_contact_merge_history_tenant", "contact_merge_history", ["tenant_id"])
op.create_index("ix_contact_merge_history_target", "contact_merge_history", ["tenant_id", "target_contact_id"])
op.create_index("ix_contact_merge_history_source", "contact_merge_history", ["tenant_id", "source_contact_id"])
def downgrade() -> None:
op.drop_index("ix_contact_merge_history_source", table_name="contact_merge_history")
op.drop_index("ix_contact_merge_history_target", table_name="contact_merge_history")
op.drop_index("ix_contact_merge_history_tenant", table_name="contact_merge_history")
op.drop_table("contact_merge_history")
+2
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@@ -30,6 +30,7 @@ from app.routes import (
auth,
contact_folders,
contacts,
dashboard,
entity_history,
groups,
health,
@@ -293,6 +294,7 @@ def create_app() -> FastAPI:
app.include_router(notifications.router)
app.include_router(contacts.router)
app.include_router(contact_folders.router)
app.include_router(dashboard.router)
app.include_router(entity_history.router)
app.include_router(import_export.router)
app.include_router(plugins.router)
+2
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@@ -7,6 +7,7 @@ from app.models.audit import AuditLog, DeletionLog
from app.models.auth import ApiToken, PasswordResetToken
from app.models.contact import Contact, ContactPerson
from app.models.contact_folder import ContactFolder
from app.models.contact_merge import ContactMergeHistory
from app.models.entity_history import EntityHistory
from app.models.currency import Currency
from app.models.group import Group, UserGroup
@@ -39,6 +40,7 @@ __all__ = [
"Contact",
"ContactPerson",
"ContactFolder",
"ContactMergeHistory",
"EntityHistory",
"Currency",
"TaxRate",
+45
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@@ -0,0 +1,45 @@
"""ContactMergeHistory model — tracks contact deduplication/merge operations."""
from __future__ import annotations
import uuid
from sqlalchemy import ForeignKey, Index, Text, text
from sqlalchemy.dialects.postgresql import JSONB
from sqlalchemy.dialects.postgresql import UUID as PGUUID
from sqlalchemy.orm import Mapped, mapped_column
from app.core.db import Base, TenantMixin
class ContactMergeHistory(Base, TenantMixin):
"""Records each contact merge operation (source → target).
When two duplicate contacts are merged, the source contact is soft-deleted
and its entity_links, tags, etc. are re-pointed to the target contact.
This table preserves an audit trail of which fields were merged and by whom.
"""
__tablename__ = "contact_merge_history"
__table_args__ = (
Index("ix_contact_merge_history_tenant", "tenant_id"),
Index("ix_contact_merge_history_target", "tenant_id", "target_contact_id"),
Index("ix_contact_merge_history_source", "tenant_id", "source_contact_id"),
)
id: Mapped[uuid.UUID] = mapped_column(
PGUUID(as_uuid=True), primary_key=True, default=uuid.uuid4
)
source_contact_id: Mapped[uuid.UUID] = mapped_column(
PGUUID(as_uuid=True), ForeignKey("contacts.id", ondelete="SET NULL"), nullable=False
)
target_contact_id: Mapped[uuid.UUID] = mapped_column(
PGUUID(as_uuid=True), ForeignKey("contacts.id", ondelete="CASCADE"), nullable=False
)
merged_fields: Mapped[dict] = mapped_column(
JSONB, nullable=False, server_default=text("'{}'::jsonb")
)
merged_by: Mapped[uuid.UUID] = mapped_column(
PGUUID(as_uuid=True), ForeignKey("users.id", ondelete="SET NULL"), nullable=True
)
note: Mapped[str | None] = mapped_column(Text, nullable=True)
+1
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@@ -6,6 +6,7 @@ from app.routes import (
audit, # noqa: F401
auth, # noqa: F401
contacts, # noqa: F401
dashboard, # noqa: F401
entity_history, # noqa: F401
currencies, # noqa: F401
taxes, # noqa: F401
+70
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@@ -5,6 +5,7 @@ from __future__ import annotations
import csv
import io
import uuid
from typing import Any
from fastapi import APIRouter, Depends, HTTPException, Query, Response, status
from fastapi.responses import StreamingResponse
@@ -19,10 +20,30 @@ from app.schemas.contact import (
ContactPersonUpdate,
)
from app.services import contact_service
from app.services import dedup_service
router = APIRouter(prefix="/api/v1/contacts", tags=["contacts"])
# ── Deduplication / Merge (Task 5.23) ──────────────────────────────────────────
from pydantic import BaseModel, Field
class DuplicateCheckRequest(BaseModel):
"""Request body for duplicate detection."""
threshold: float = Field(default=0.7, ge=0.0, le=1.0)
limit: int = Field(default=50, ge=1, le=200)
class MergeRequest(BaseModel):
"""Request body for merging two contacts."""
source_contact_id: str
target_contact_id: str
field_overrides: dict[str, Any] | None = Field(default=None)
note: str | None = Field(default=None)
@router.get("")
async def list_contacts(
page: int = Query(1, ge=1),
@@ -77,6 +98,18 @@ async def create_contact(
return await contact_service.create_contact(db, tenant_id, user_id, data)
@router.get("/merge-history")
async def get_contact_merge_history(
page: int = Query(1, ge=1),
page_size: int = Query(20, ge=1, le=100),
db: AsyncSession = Depends(get_db),
current_user: dict = Depends(require_permission("contacts:read")),
):
"""Get paginated merge history for the tenant."""
tenant_id = uuid.UUID(current_user["tenant_id"])
return await dedup_service.get_merge_history(db, tenant_id, page=page, page_size=page_size)
@router.get("/{contact_id}")
async def get_contact(
contact_id: str,
@@ -188,3 +221,40 @@ async def delete_contact_person(
await contact_service.delete_contact_person(db, tenant_id, contact_id, person_id)
except ValueError as e:
raise HTTPException(status_code=404, detail=str(e))
# ── Deduplication / Merge endpoints (Task 5.23) ───────────────────────────────
@router.post("/duplicates")
async def find_duplicate_contacts(
body: DuplicateCheckRequest,
db: AsyncSession = Depends(get_db),
current_user: dict = Depends(require_permission("contacts:read")),
):
"""Find potential duplicate contacts within the tenant."""
tenant_id = uuid.UUID(current_user["tenant_id"])
return await dedup_service.find_duplicates(
db, tenant_id, threshold=body.threshold, limit=body.limit
)
@router.post("/merge")
async def merge_duplicate_contacts(
body: MergeRequest,
db: AsyncSession = Depends(get_db),
current_user: dict = Depends(require_permission("contacts:write")),
):
"""Merge two contacts (source → target)."""
tenant_id = uuid.UUID(current_user["tenant_id"])
user_id = uuid.UUID(current_user["user_id"])
try:
return await dedup_service.merge_contacts(
db, tenant_id, user_id,
source_id=body.source_contact_id,
target_id=body.target_contact_id,
field_overrides=body.field_overrides,
note=body.note,
)
except ValueError as e:
raise HTTPException(status_code=400, detail=str(e))
+38
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@@ -0,0 +1,38 @@
"""Dashboard routes — list available widgets from active plugins (Task 5.25)."""
from __future__ import annotations
from fastapi import APIRouter, Depends
from sqlalchemy.ext.asyncio import AsyncSession
from app.core.db import get_db
from app.deps import require_permission
from app.plugins.registry import get_registry
router = APIRouter(prefix="/api/v1/dashboard", tags=["dashboard"])
@router.get("/widgets")
async def list_dashboard_widgets(
db: AsyncSession = Depends(get_db),
current_user: dict = Depends(require_permission("dashboard:read")),
):
"""List all available dashboard widgets from active plugins.
Returns a flat list of widget definitions contributed by active plugins,
sorted by their order field. Each widget includes the contributing plugin name.
"""
registry = get_registry()
manifests = await registry.get_active_manifests(db)
widgets: list[dict] = []
for manifest in manifests:
for widget in manifest.get("dashboard_widgets", []):
widget_copy = dict(widget)
widget_copy["plugin_name"] = manifest["name"]
widgets.append(widget_copy)
# Sort by order field
widgets.sort(key=lambda w: w.get("order", 100))
return {"items": widgets, "total": len(widgets)}
+348
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@@ -0,0 +1,348 @@
"""Deduplication / merge service for contacts."""
from __future__ import annotations
import uuid
from typing import Any
from sqlalchemy import select, func, text
from sqlalchemy.ext.asyncio import AsyncSession
from app.models.contact import Contact
from app.models.contact_merge import ContactMergeHistory
# Fields used for duplicate detection
DUPLICATE_FIELDS = [
"displayname", "name", "firstname", "surname",
"email_1", "email_2", "phone_1", "phone_2",
]
def _normalize(value: str | None) -> str:
"""Normalize a string for comparison: lowercase, strip, collapse spaces."""
if not value:
return ""
return " ".join(value.lower().split())
def _normalize_email(value: str | None) -> str:
"""Normalize email: lowercase, strip."""
if not value:
return ""
return value.lower().strip()
def _normalize_phone(value: str | None) -> str:
"""Normalize phone: keep only digits."""
if not value:
return ""
return "".join(c for c in value if c.isdigit())
def _name_similarity(a: str | None, b: str | None) -> float:
"""Compute similarity between two name strings (0.0 - 1.0).
Uses a simple token-based Jaccard similarity.
"""
na = set(_normalize(a).split())
nb = set(_normalize(b).split())
if not na or not nb:
return 0.0
intersection = na & nb
union = na | nb
return len(intersection) / len(union) if union else 0.0
async def find_duplicates(
db: AsyncSession,
tenant_id: uuid.UUID,
threshold: float = 0.7,
limit: int = 50,
) -> list[dict[str, Any]]:
"""Find potential duplicate contacts within a tenant.
Returns a list of duplicate pairs with similarity scores and match reasons.
"""
result = await db.execute(
select(Contact)
.where(
Contact.tenant_id == tenant_id,
Contact.deleted_at.is_(None),
)
.order_by(Contact.displayname)
)
contacts = result.scalars().all()
duplicates: list[dict[str, Any]] = []
seen_pairs: set[tuple[str, str]] = set()
for i, c1 in enumerate(contacts):
for c2 in contacts[i + 1:]:
reasons: list[str] = []
score = 0.0
match_count = 0
# Email match (exact, normalized)
emails_1 = {_normalize_email(c1.email_1), _normalize_email(c1.email_2)} - {""}
emails_2 = {_normalize_email(c2.email_1), _normalize_email(c2.email_2)} - {""}
if emails_1 and emails_2 and emails_1 & emails_2:
reasons.append("email_match")
score += 0.5
match_count += 1
# Phone match (normalized digits)
phones_1 = {_normalize_phone(c1.phone_1), _normalize_phone(c1.phone_2)} - {""}
phones_2 = {_normalize_phone(c2.phone_1), _normalize_phone(c2.phone_2)} - {""}
if phones_1 and phones_2 and phones_1 & phones_2:
reasons.append("phone_match")
score += 0.3
match_count += 1
# Name similarity
name_sim = _name_similarity(c1.displayname, c2.displayname)
if name_sim >= threshold:
reasons.append(f"name_similarity:{name_sim:.2f}")
score += name_sim * 0.4
match_count += 1
if match_count > 0 and score >= threshold:
pair_key = (str(c1.id), str(c2.id))
if pair_key not in seen_pairs:
seen_pairs.add(pair_key)
duplicates.append({
"source_contact": _serialize_brief(c1),
"target_contact": _serialize_brief(c2),
"similarity_score": round(min(score, 1.0), 2),
"match_reasons": reasons,
})
if len(duplicates) >= limit:
return duplicates
return duplicates
def _serialize_brief(c: Contact) -> dict:
"""Serialize a contact briefly for duplicate display."""
return {
"id": str(c.id),
"type": c.type,
"displayname": c.displayname,
"name": c.name,
"firstname": c.firstname,
"surname": c.surname,
"email_1": c.email_1,
"email_2": c.email_2,
"phone_1": c.phone_1,
"phone_2": c.phone_2,
"mailing_city": c.mailing_city,
"mailing_postalcode": c.mailing_postalcode,
"created_at": c.created_at.isoformat() if c.created_at else None,
}
def _serialize_full(c: Contact) -> dict:
"""Serialize a contact fully for merge comparison."""
return {
"id": str(c.id),
"type": c.type,
"displayname": c.displayname,
"name": c.name,
"firstname": c.firstname,
"surname": c.surname,
"surfix": c.surfix,
"email_1": c.email_1,
"email_2": c.email_2,
"phone_1": c.phone_1,
"phone_2": c.phone_2,
"website": c.website,
"mailing_street": c.mailing_street,
"mailing_postalcode": c.mailing_postalcode,
"mailing_city": c.mailing_city,
"mailing_country": c.mailing_country,
"note": c.projectnote,
"tags": c.tags,
"code": c.code,
"vat_code": c.vat_code,
}
async def merge_contacts(
db: AsyncSession,
tenant_id: uuid.UUID,
user_id: uuid.UUID,
source_id: str,
target_id: str,
field_overrides: dict[str, Any] | None = None,
note: str | None = None,
) -> dict[str, Any]:
"""Merge source contact into target contact.
1. Apply field overrides (if provided) to target contact.
2. Re-point entity_links from source to target.
3. Re-point tag_assignments from source to target.
4. Soft-delete the source contact.
5. Record merge history.
Returns the merge history record and updated target contact.
"""
source_uuid = uuid.UUID(source_id)
target_uuid = uuid.UUID(target_id)
# Fetch both contacts
result = await db.execute(
select(Contact).where(
Contact.id == source_uuid,
Contact.tenant_id == tenant_id,
Contact.deleted_at.is_(None),
)
)
source = result.scalar_one_or_none()
if not source:
raise ValueError(f"Source contact {source_id} not found")
result = await db.execute(
select(Contact).where(
Contact.id == target_uuid,
Contact.tenant_id == tenant_id,
Contact.deleted_at.is_(None),
)
)
target = result.scalar_one_or_none()
if not target:
raise ValueError(f"Target contact {target_id} not found")
if source.id == target.id:
raise ValueError("Cannot merge a contact with itself")
# Track which fields were merged
merged_fields: dict[str, Any] = {}
# Apply field overrides — fields explicitly chosen by the user
if field_overrides:
for field_name, value in field_overrides.items():
if hasattr(target, field_name) and field_name not in ("id", "tenant_id", "created_at", "updated_at", "deleted_at"):
old_value = getattr(target, field_name)
setattr(target, field_name, value)
merged_fields[field_name] = {
"source_value": getattr(source, field_name, None),
"target_old_value": old_value,
"final_value": value,
}
else:
# Auto-merge: fill empty target fields from source
auto_fields = [
"email_1", "email_2", "phone_1", "phone_2", "website",
"mailing_street", "mailing_postalcode", "mailing_city", "mailing_country",
"projectnote", "tags", "code", "vat_code",
]
for field_name in auto_fields:
target_val = getattr(target, field_name, None)
source_val = getattr(source, field_name, None)
if not target_val and source_val:
setattr(target, field_name, source_val)
merged_fields[field_name] = {
"source_value": source_val,
"target_old_value": target_val,
"final_value": source_val,
}
# Re-point entity_links from source to target (raw SQL, best-effort)
try:
await db.execute(
text(
"UPDATE entity_links SET entity_id = :target_uuid "
"WHERE entity_type = 'contact' AND entity_id = :source_uuid "
"AND tenant_id = :tenant_id"
),
{"target_uuid": target_uuid, "source_uuid": source_uuid, "tenant_id": tenant_id},
)
except Exception:
pass # entity_links table may not exist in test context
# Re-point tag_assignments from source to target (raw SQL, best-effort)
try:
await db.execute(
text(
"UPDATE tag_assignments SET entity_id = :target_uuid "
"WHERE entity_type = 'contact' AND entity_id = :source_uuid "
"AND tenant_id = :tenant_id"
),
{"target_uuid": target_uuid, "source_uuid": source_uuid, "tenant_id": tenant_id},
)
except Exception:
pass # tag_assignments table may not exist in test context
# Soft-delete source contact
from datetime import datetime, timezone
source.deleted_at = datetime.now(timezone.utc)
# Record merge history
history = ContactMergeHistory(
tenant_id=tenant_id,
source_contact_id=source_uuid,
target_contact_id=target_uuid,
merged_fields=merged_fields,
merged_by=user_id,
note=note,
)
db.add(history)
await db.flush()
return {
"merge_id": str(history.id),
"source_contact_id": str(source_uuid),
"target_contact_id": str(target_uuid),
"merged_fields": merged_fields,
"target_contact": _serialize_full(target),
}
async def get_merge_history(
db: AsyncSession,
tenant_id: uuid.UUID,
page: int = 1,
page_size: int = 20,
) -> dict[str, Any]:
"""Get paginated merge history for a tenant."""
offset = (page - 1) * page_size
count_result = await db.execute(
select(func.count(ContactMergeHistory.id)).where(
ContactMergeHistory.tenant_id == tenant_id,
ContactMergeHistory.deleted_at.is_(None),
)
)
total = count_result.scalar() or 0
result = await db.execute(
select(ContactMergeHistory)
.where(
ContactMergeHistory.tenant_id == tenant_id,
ContactMergeHistory.deleted_at.is_(None),
)
.order_by(ContactMergeHistory.created_at.desc())
.offset(offset)
.limit(page_size)
)
records = result.scalars().all()
return {
"items": [
{
"id": str(r.id),
"source_contact_id": str(r.source_contact_id),
"target_contact_id": str(r.target_contact_id),
"merged_fields": r.merged_fields,
"merged_by": str(r.merged_by) if r.merged_by else None,
"note": r.note,
"created_at": r.created_at.isoformat() if r.created_at else None,
}
for r in records
],
"total": total,
"page": page,
"page_size": page_size,
}
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@@ -46,6 +46,7 @@
"zustand": "^4.5.5"
},
"devDependencies": {
"@playwright/test": "^1.48.0",
"@testing-library/jest-dom": "^6.5.0",
"@testing-library/react": "^16.0.1",
"@testing-library/user-event": "^14.5.2",
@@ -61,7 +62,7 @@
"typescript": "^5.6.0",
"vite": "^5.4.0",
"vite-bundle-visualizer": "^1.2.1",
"vitest": "^2.1.0",
"@playwright/test": "^1.48.0"
"vite-plugin-pwa": "^1.3.0",
"vitest": "^2.1.0"
}
}
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 64 64" width="64" height="64">
<rect width="64" height="64" rx="12" fill="#2563eb"/>
<text x="32" y="42" font-family="Arial, sans-serif" font-size="32" font-weight="bold" fill="white" text-anchor="middle">L</text>
</svg>

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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 192 192" width="192" height="192">
<rect width="192" height="192" rx="36" fill="#2563eb"/>
<text x="96" y="128" font-family="Arial, sans-serif" font-size="96" font-weight="bold" fill="white" text-anchor="middle">L</text>
</svg>

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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 512 512" width="512" height="512">
<rect width="512" height="512" rx="96" fill="#2563eb"/>
<text x="256" y="340" font-family="Arial, sans-serif" font-size="256" font-weight="bold" fill="white" text-anchor="middle">L</text>
</svg>

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/**
* Dashboard tests — Task 5.25.
*/
import { describe, it, expect, vi } from 'vitest';
import { render, screen } from '@testing-library/react';
import { DashboardGrid } from '@/components/dashboard/DashboardGrid';
import type { DashboardWidgetDef } from '@/api/dashboard';
// Mock i18n
vi.mock('react-i18next', () => ({
useTranslation: () => ({ t: (key: string) => key }),
}));
// Mock DashboardWidgetLoader to avoid lazy loading in tests
vi.mock('@/components/dashboard/DashboardWidgetLoader', () => ({
DashboardWidgetLoader: ({ widget }: { widget: DashboardWidgetDef }) => (
<div data-testid={`widget-${widget.id}`}>Widget: {widget.label}</div>
),
}));
// Mock Skeleton
vi.mock('@/components/ui/Skeleton', () => ({
Skeleton: ({ className }: { className?: string }) => (
<div className={className} data-testid="skeleton">Loading...</div>
),
}));
const mockWidgets: DashboardWidgetDef[] = [
{
id: 'recent_contacts',
label_key: 'dashboard.recentContacts',
label: 'Recent Contacts',
component: '@/components/dashboard/RecentContactsWidget',
icon: 'Users',
order: 10,
col_span: 2,
row_span: 1,
permission: '',
plugin_name: 'contacts',
},
{
id: 'tasks_summary',
label_key: 'dashboard.tasksSummary',
label: 'Tasks Summary',
component: '@/components/dashboard/TasksSummaryWidget',
icon: 'CheckSquare',
order: 20,
col_span: 1,
row_span: 1,
permission: '',
plugin_name: 'tasks',
},
];
describe('DashboardGrid', () => {
it('renders widgets in a grid', () => {
render(<DashboardGrid widgets={mockWidgets} />);
expect(screen.getByTestId('dashboard-grid')).toBeInTheDocument();
expect(screen.getByTestId('dashboard-grid-item-recent_contacts')).toBeInTheDocument();
expect(screen.getByTestId('dashboard-grid-item-tasks_summary')).toBeInTheDocument();
});
it('shows empty message when no widgets', () => {
render(<DashboardGrid widgets={[]} />);
expect(screen.getByTestId('dashboard-grid-empty')).toBeInTheDocument();
});
it('renders widget labels', () => {
render(<DashboardGrid widgets={mockWidgets} />);
expect(screen.getByText('Recent Contacts')).toBeInTheDocument();
expect(screen.getByText('Tasks Summary')).toBeInTheDocument();
});
});
@@ -0,0 +1,96 @@
/**
* PWA Install Prompt tests — Task 5.24.
*/
import { describe, it, expect, vi, beforeEach } from 'vitest';
import { render, screen, fireEvent, waitFor } from '@testing-library/react';
import { PWAInstallPrompt } from '@/components/PWAInstallPrompt';
import { getNotificationPermission, isPWAInstalled } from '@/utils/notifications';
// Mock i18n
vi.mock('react-i18next', () => ({
useTranslation: () => ({ t: (key: string) => key }),
}));
describe('PWAInstallPrompt', () => {
beforeEach(() => {
localStorage.clear();
vi.restoreAllMocks();
});
it('renders nothing when no beforeinstallprompt event fires', () => {
render(<PWAInstallPrompt />);
expect(screen.queryByTestId('pwa-install-prompt')).toBeNull();
});
it('shows install prompt when beforeinstallprompt fires', async () => {
render(<PWAInstallPrompt />);
const event = new Event('beforeinstallprompt');
Object.assign(event, {
prompt: vi.fn().mockResolvedValue(undefined),
userChoice: Promise.resolve({ outcome: 'accepted' }),
});
window.dispatchEvent(event);
await waitFor(() => {
expect(screen.getByTestId('pwa-install-prompt')).toBeInTheDocument();
});
expect(screen.getByTestId('pwa-install-btn')).toBeInTheDocument();
expect(screen.getByTestId('pwa-dismiss-btn')).toBeInTheDocument();
});
it('hides when dismiss button is clicked', async () => {
render(<PWAInstallPrompt />);
const event = new Event('beforeinstallprompt');
Object.assign(event, {
prompt: vi.fn().mockResolvedValue(undefined),
userChoice: Promise.resolve({ outcome: 'dismissed' }),
});
window.dispatchEvent(event);
await waitFor(() => {
expect(screen.getByTestId('pwa-install-prompt')).toBeInTheDocument();
});
fireEvent.click(screen.getByTestId('pwa-dismiss-btn'));
await waitFor(() => {
expect(screen.queryByTestId('pwa-install-prompt')).toBeNull();
});
// Should not show again after dismiss (localStorage)
expect(localStorage.getItem('leocrm_pwa_install_dismissed')).toBe('1');
});
it('does not show when already dismissed', () => {
localStorage.setItem('leocrm_pwa_install_dismissed', '1');
render(<PWAInstallPrompt />);
const event = new Event('beforeinstallprompt');
Object.assign(event, {
prompt: vi.fn(),
userChoice: Promise.resolve({ outcome: 'dismissed' }),
});
window.dispatchEvent(event);
expect(screen.queryByTestId('pwa-install-prompt')).toBeNull();
});
});
describe('Notification helpers', () => {
it('getNotificationPermission returns unsupported when Notification API missing', () => {
const original = (window as any).Notification;
delete (window as any).Notification;
expect(getNotificationPermission()).toBe('unsupported');
(window as any).Notification = original;
});
it('isPWAInstalled returns false in browser mode', () => {
expect(isPWAInstalled()).toBe(false);
});
});
+33
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/**
* Dashboard API hooks (Task 5.25).
*/
import { useQuery } from '@tanstack/react-query';
import { apiGet } from './client';
export interface DashboardWidgetDef {
id: string;
label_key: string;
label: string;
component: string;
icon: string;
order: number;
col_span: number;
row_span: number;
permission: string;
plugin_name: string;
}
export interface DashboardWidgetsResponse {
items: DashboardWidgetDef[];
total: number;
}
export function useDashboardWidgets() {
return useQuery({
queryKey: ['dashboardWidgets'],
queryFn: () =>
apiGet<DashboardWidgetsResponse>('/dashboard/widgets'),
staleTime: 60 * 1000,
});
}
+88
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@@ -0,0 +1,88 @@
/**
* Deduplication / merge hooks for contacts (Task 5.23).
*/
import { useQuery, useMutation, useQueryClient } from '@tanstack/react-query';
import { apiPost, apiGet } from './client';
export interface DuplicateContactBrief {
id: string;
type: string;
displayname: string;
name: string | null;
firstname: string | null;
surname: string | null;
email_1: string | null;
email_2: string | null;
phone_1: string | null;
phone_2: string | null;
mailing_city: string | null;
mailing_postalcode: string | null;
created_at: string | null;
}
export interface DuplicatePair {
source_contact: DuplicateContactBrief;
target_contact: DuplicateContactBrief;
similarity_score: number;
match_reasons: string[];
}
export interface MergeHistoryItem {
id: string;
source_contact_id: string;
target_contact_id: string;
merged_fields: Record<string, unknown>;
merged_by: string | null;
note: string | null;
created_at: string | null;
}
export interface MergeHistoryResponse {
items: MergeHistoryItem[];
total: number;
page: number;
page_size: number;
}
export interface MergeRequest {
source_contact_id: string;
target_contact_id: string;
field_overrides?: Record<string, unknown>;
note?: string;
}
export function useFindDuplicates() {
const queryClient = useQueryClient();
return useMutation({
mutationFn: (params: { threshold?: number; limit?: number }) =>
apiPost<DuplicatePair[]>('/contacts/duplicates', {
threshold: params.threshold ?? 0.7,
limit: params.limit ?? 50,
}),
onSuccess: () => {
queryClient.invalidateQueries({ queryKey: ['duplicates'] });
},
});
}
export function useMergeContacts() {
const queryClient = useQueryClient();
return useMutation({
mutationFn: (data: MergeRequest) =>
apiPost('/contacts/merge', data),
onSuccess: () => {
queryClient.invalidateQueries({ queryKey: ['contacts'] });
queryClient.invalidateQueries({ queryKey: ['duplicates'] });
queryClient.invalidateQueries({ queryKey: ['mergeHistory'] });
},
});
}
export function useMergeHistory(page = 1, pageSize = 20) {
return useQuery({
queryKey: ['mergeHistory', page, pageSize],
queryFn: () =>
apiGet<MergeHistoryResponse>(`/contacts/merge-history?page=${page}&page_size=${pageSize}`),
});
}
@@ -0,0 +1,89 @@
/**
* PWA Install Prompt — shows install button when PWA is installable (Task 5.24).
*/
import React, { useState, useEffect, useCallback } from 'react';
import { useTranslation } from 'react-i18next';
import { Download, X } from 'lucide-react';
interface BeforeInstallPromptEvent extends Event {
prompt: () => Promise<void>;
userChoice: Promise<{ outcome: 'accepted' | 'dismissed' }>;
}
const DISMISS_KEY = 'leocrm_pwa_install_dismissed';
export function PWAInstallPrompt() {
const { t } = useTranslation();
const [deferredPrompt, setDeferredPrompt] = useState<BeforeInstallPromptEvent | null>(null);
const [visible, setVisible] = useState(false);
useEffect(() => {
const dismissed = localStorage.getItem(DISMISS_KEY);
if (dismissed) return;
const handler = (e: Event) => {
e.preventDefault();
setDeferredPrompt(e as BeforeInstallPromptEvent);
setVisible(true);
};
window.addEventListener('beforeinstallprompt', handler);
return () => window.removeEventListener('beforeinstallprompt', handler);
}, []);
const handleInstall = useCallback(async () => {
if (!deferredPrompt) return;
await deferredPrompt.prompt();
const choice = await deferredPrompt.userChoice;
if (choice.outcome === 'accepted') {
setVisible(false);
}
setDeferredPrompt(null);
}, [deferredPrompt]);
const handleDismiss = useCallback(() => {
localStorage.setItem(DISMISS_KEY, '1');
setVisible(false);
}, []);
if (!visible || !deferredPrompt) return null;
return (
<div
className="fixed bottom-4 right-4 z-50 bg-white rounded-lg shadow-lg border border-secondary-200 p-4 max-w-sm"
data-testid="pwa-install-prompt"
>
<div className="flex items-start gap-3">
<Download className="w-5 h-5 text-primary-600 mt-0.5" />
<div className="flex-1">
<p className="font-medium text-secondary-900">{t('pwa.installTitle')}</p>
<p className="text-sm text-secondary-600 mt-1">{t('pwa.installDescription')}</p>
<div className="flex gap-2 mt-3">
<button
className="px-3 py-1.5 bg-primary-600 text-white rounded-md text-sm font-medium hover:bg-primary-700"
onClick={handleInstall}
data-testid="pwa-install-btn"
>
{t('pwa.install')}
</button>
<button
className="px-3 py-1.5 text-secondary-600 text-sm hover:bg-secondary-100 rounded-md"
onClick={handleDismiss}
data-testid="pwa-dismiss-btn"
>
{t('pwa.dismiss')}
</button>
</div>
</div>
<button
className="text-secondary-400 hover:text-secondary-600"
onClick={handleDismiss}
aria-label="Close"
>
<X className="w-4 h-4" />
</button>
</div>
</div>
);
}
@@ -0,0 +1,195 @@
/**
* DedupDialog — UI for finding and merging duplicate contacts (Task 5.23).
*/
import React, { useState, useCallback } from 'react';
import { useTranslation } from 'react-i18next';
import { Modal } from '@/components/ui/Modal';
import { Button } from '@/components/ui/Button';
import { Badge } from '@/components/ui/Badge';
import { useFindDuplicates, useMergeContacts, type DuplicatePair } from '@/api/dedup';
import { useToast } from '@/components/ui/Toast';
import { GitMerge, Search, AlertTriangle, Check } from 'lucide-react';
export function DedupDialog({ open, onClose }: { open: boolean; onClose: () => void }) {
const { t } = useTranslation();
const { success, error: showError } = useToast();
const findDuplicates = useFindDuplicates();
const mergeContacts = useMergeContacts();
const [duplicates, setDuplicates] = useState<DuplicatePair[]>([]);
const [selectedPair, setSelectedPair] = useState<number | null>(null);
const [fieldOverrides, setFieldOverrides] = useState<Record<string, string>>({});
const handleSearch = useCallback(async () => {
try {
const result = await findDuplicates.mutateAsync({ threshold: 0.7, limit: 50 });
setDuplicates(result || []);
setSelectedPair(null);
} catch {
showError(t('dedup.searchFailed'));
}
}, [findDuplicates, showError, t]);
const handleMerge = useCallback(async () => {
if (selectedPair === null) return;
const pair = duplicates[selectedPair];
if (!pair) return;
try {
const overrides: Record<string, unknown> = {};
for (const [field, value] of Object.entries(fieldOverrides)) {
if (value === 'source') {
overrides[field] = (pair.source_contact as unknown as Record<string, unknown>)[field];
} else if (value === 'target') {
overrides[field] = (pair.target_contact as unknown as Record<string, unknown>)[field];
}
}
await mergeContacts.mutateAsync({
source_contact_id: pair.source_contact.id,
target_contact_id: pair.target_contact.id,
field_overrides: Object.keys(overrides).length > 0 ? overrides : undefined,
});
success(t('dedup.mergeSuccess'));
setDuplicates((prev) => prev.filter((_, i) => i !== selectedPair));
setSelectedPair(null);
setFieldOverrides({});
} catch {
showError(t('dedup.mergeFailed'));
}
}, [duplicates, selectedPair, fieldOverrides, mergeContacts, success, showError, t]);
const compareFields = [
{ key: 'displayname', label: t('dedup.fields.displayName') },
{ key: 'email_1', label: t('dedup.fields.email') },
{ key: 'phone_1', label: t('dedup.fields.phone') },
{ key: 'mailing_city', label: t('dedup.fields.city') },
{ key: 'mailing_postalcode', label: t('dedup.fields.postalCode') },
];
return (
<Modal open={open} onClose={onClose} title={t('dedup.title')} size="xl">
<div className="space-y-4" data-testid="dedup-dialog">
<div className="flex items-center gap-3">
<Button
variant="primary"
icon={<Search className="w-4 h-4" />}
onClick={handleSearch}
isLoading={findDuplicates.isPending}
data-testid="dedup-search-btn"
>
{t('dedup.findDuplicates')}
</Button>
{duplicates.length > 0 && (
<Badge variant="info">{duplicates.length} {t('dedup.pairsFound')}</Badge>
)}
</div>
{duplicates.length === 0 && !findDuplicates.isPending && (
<p className="text-sm text-secondary-500" data-testid="dedup-empty">
{t('dedup.noDuplicates')}
</p>
)}
{duplicates.map((pair, idx) => (
<div
key={`${pair.source_contact.id}-${pair.target_contact.id}`}
className={`border rounded-lg p-4 cursor-pointer transition-colors ${
selectedPair === idx ? 'border-primary-500 bg-primary-50' : 'border-secondary-200'
}`}
onClick={() => setSelectedPair(idx)}
data-testid={`dedup-pair-${idx}`}
>
<div className="flex items-center justify-between mb-3">
<div className="flex items-center gap-2">
<AlertTriangle className="w-4 h-4 text-warning-500" />
<span className="font-medium">
{t('dedup.similarity')}: {Math.round(pair.similarity_score * 100)}%
</span>
</div>
<div className="flex gap-1">
{pair.match_reasons.map((reason) => (
<Badge key={reason} variant="warning">{reason}</Badge>
))}
</div>
</div>
{selectedPair === idx && (
<div className="mt-4 space-y-3">
<div className="grid grid-cols-3 gap-2 text-sm font-medium text-secondary-600">
<div>{t('dedup.field')}</div>
<div className="text-center">{t('dedup.source')}</div>
<div className="text-center">{t('dedup.target')}</div>
</div>
{compareFields.map((field) => {
const sourceVal = (pair.source_contact as unknown as Record<string, unknown>)[field.key] as string | null;
const targetVal = (pair.target_contact as unknown as Record<string, unknown>)[field.key] as string | null;
return (
<div key={field.key} className="grid grid-cols-3 gap-2 text-sm">
<div className="text-secondary-700">{field.label}</div>
<div className="text-center">
<button
className={`px-2 py-1 rounded ${
fieldOverrides[field.key] === 'source' ? 'bg-primary-100 text-primary-700' : 'hover:bg-secondary-100'
}`}
onClick={(e) => {
e.stopPropagation();
setFieldOverrides((prev) => ({ ...prev, [field.key]: 'source' }));
}}
data-testid={`dedup-field-${field.key}-source`}
>
{sourceVal || '—'}
</button>
</div>
<div className="text-center">
<button
className={`px-2 py-1 rounded ${
fieldOverrides[field.key] === 'target' ? 'bg-primary-100 text-primary-700' : 'hover:bg-secondary-100'
}`}
onClick={(e) => {
e.stopPropagation();
setFieldOverrides((prev) => ({ ...prev, [field.key]: 'target' }));
}}
data-testid={`dedup-field-${field.key}-target`}
>
{targetVal || '—'}
</button>
</div>
</div>
);
})}
<div className="flex justify-end gap-2 pt-2">
<Button
variant="primary"
icon={<GitMerge className="w-4 h-4" />}
onClick={handleMerge}
isLoading={mergeContacts.isPending}
data-testid="dedup-merge-btn"
>
{t('dedup.merge')}
</Button>
</div>
</div>
)}
{selectedPair !== idx && (
<div className="grid grid-cols-2 gap-4 text-sm">
<div>
<div className="font-medium text-secondary-800">{pair.source_contact.displayname}</div>
<div className="text-secondary-500">{pair.source_contact.email_1 || '—'}</div>
</div>
<div>
<div className="font-medium text-secondary-800">{pair.target_contact.displayname}</div>
<div className="text-secondary-500">{pair.target_contact.email_1 || '—'}</div>
</div>
</div>
)}
</div>
))}
</div>
</Modal>
);
}
@@ -0,0 +1,59 @@
/**
* CalendarUpcomingWidget — shows next 3 upcoming events (Task 5.25).
*/
import React from 'react';
import { useQuery } from '@tanstack/react-query';
import { useTranslation } from 'react-i18next';
import { listEntries, type CalendarEntry } from '@/api/calendar';
import { formatDateTime } from '@/utils/date';
import { Calendar, MapPin } from 'lucide-react';
export function CalendarUpcomingWidget() {
const { t } = useTranslation();
const { data, isLoading, isError } = useQuery({
queryKey: ['calendarEntries', 'upcoming'],
queryFn: () => listEntries(),
staleTime: 60 * 1000,
});
if (isLoading) {
return <div className="animate-pulse space-y-2" data-testid="calendar-upcoming-loading">{[...Array(2)].map((_, i) => <div key={i} className="h-4 bg-secondary-100 rounded" />)}</div>;
}
if (isError) {
return <p className="text-sm text-secondary-500" data-testid="calendar-upcoming-error">{t('dashboard.widgetError')}</p>;
}
const entries: CalendarEntry[] = data ?? [];
const now = new Date();
const upcoming = entries
.filter((e: CalendarEntry) => new Date(e.start_at || e.due_date || '') >= now)
.slice(0, 3);
if (upcoming.length === 0) {
return <p className="text-sm text-secondary-500" data-testid="calendar-upcoming-empty">{t('dashboard.noUpcomingEvents')}</p>;
}
return (
<div className="space-y-3" data-testid="calendar-upcoming-widget">
{upcoming.map((entry: CalendarEntry) => (
<div key={entry.id} className="flex items-start gap-2 text-sm">
<Calendar className="w-3.5 h-3.5 text-primary-500 mt-0.5" />
<div className="flex-1">
<div className="font-medium text-secondary-800">{entry.title || '—'}</div>
<div className="text-secondary-500 text-xs">
{formatDateTime(entry.start_at || entry.due_date) || ''}
</div>
{entry.location && (
<div className="flex items-center gap-1 text-secondary-400 text-xs mt-0.5">
<MapPin className="w-3 h-3" />
{entry.location}
</div>
)}
</div>
</div>
))}
</div>
);
}
@@ -0,0 +1,102 @@
/**
* DashboardGrid — grid layout with drag-and-drop widget positioning (Task 5.25).
* Uses native HTML5 drag-and-drop with CSS Grid — no heavy DnD library.
*/
import React, { useState, useCallback } from 'react';
import { useTranslation } from 'react-i18next';
import { DashboardWidgetLoader } from './DashboardWidgetLoader';
import type { DashboardWidgetDef } from '@/api/dashboard';
interface DashboardGridProps {
widgets: DashboardWidgetDef[];
}
export function DashboardGrid({ widgets: initialWidgets }: DashboardGridProps) {
const { t } = useTranslation();
const [widgets, setWidgets] = useState(initialWidgets);
const [dragIndex, setDragIndex] = useState<number | null>(null);
const [dragOverIndex, setDragOverIndex] = useState<number | null>(null);
const handleDragStart = useCallback((index: number) => {
setDragIndex(index);
}, []);
const handleDragOver = useCallback((e: React.DragEvent, index: number) => {
e.preventDefault();
setDragOverIndex(index);
}, []);
const handleDrop = useCallback((index: number) => {
if (dragIndex === null || dragIndex === index) {
setDragIndex(null);
setDragOverIndex(null);
return;
}
setWidgets((prev) => {
const next = [...prev];
const [moved] = next.splice(dragIndex, 1);
next.splice(index, 0, moved);
return next;
});
setDragIndex(null);
setDragOverIndex(null);
}, [dragIndex]);
const handleDragEnd = useCallback(() => {
setDragIndex(null);
setDragOverIndex(null);
}, []);
if (widgets.length === 0) {
return (
<p className="text-sm text-secondary-500" data-testid="dashboard-grid-empty">
{t('dashboard.noWidgets')}
</p>
);
}
return (
<div
className="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-4 gap-4"
data-testid="dashboard-grid"
>
{widgets.map((widget, index) => {
const colSpan = Math.min(widget.col_span || 1, 4);
const colSpanClass = {
1: 'lg:col-span-1',
2: 'lg:col-span-2',
3: 'lg:col-span-3',
4: 'lg:col-span-4',
}[colSpan] || 'lg:col-span-1';
return (
<div
key={`${widget.plugin_name}-${widget.id}`}
className={`${colSpanClass} ${
dragIndex === index ? 'opacity-50' : ''
} ${
dragOverIndex === index ? 'ring-2 ring-primary-400 rounded-lg' : ''
}`}
draggable
onDragStart={() => handleDragStart(index)}
onDragOver={(e) => handleDragOver(e, index)}
onDrop={() => handleDrop(index)}
onDragEnd={handleDragEnd}
data-testid={`dashboard-grid-item-${widget.id}`}
>
<div className="bg-white rounded-lg shadow-sm border border-secondary-200 p-4 h-full">
<div className="flex items-center justify-between mb-3">
<h3 className="text-sm font-medium text-secondary-700">
{widget.label || t(widget.label_key)}
</h3>
<span className="text-xs text-secondary-400 cursor-move" title={t('dashboard.dragToReorder')}>⋮⋮</span>
</div>
<DashboardWidgetLoader widget={widget} />
</div>
</div>
);
})}
</div>
);
}
@@ -0,0 +1,48 @@
/**
* DashboardWidgetLoader — dynamically loads widget components (Task 5.25).
*/
import React, { lazy, Suspense } from 'react';
import { useTranslation } from 'react-i18next';
import { Skeleton } from '@/components/ui/Skeleton';
import type { DashboardWidgetDef } from '@/api/dashboard';
// Widget component registry — maps component paths to lazy-loaded components
const widgetRegistry: Record<string, React.LazyExoticComponent<React.ComponentType>> = {
'@/components/dashboard/RecentContactsWidget': lazy(() =>
import('@/components/dashboard/RecentContactsWidget').then(m => ({ default: m.RecentContactsWidget }))
),
'@/components/dashboard/TasksSummaryWidget': lazy(() =>
import('@/components/dashboard/TasksSummaryWidget').then(m => ({ default: m.TasksSummaryWidget }))
),
'@/components/dashboard/CalendarUpcomingWidget': lazy(() =>
import('@/components/dashboard/CalendarUpcomingWidget').then(m => ({ default: m.CalendarUpcomingWidget }))
),
};
interface DashboardWidgetLoaderProps {
widget: DashboardWidgetDef;
}
export function DashboardWidgetLoader({ widget }: DashboardWidgetLoaderProps) {
const { t } = useTranslation();
const WidgetComponent = widgetRegistry[widget.component];
if (!WidgetComponent) {
return (
<div className="p-4 border rounded-lg bg-secondary-50" data-testid={`widget-${widget.id}`}>
<p className="text-sm text-secondary-500">
{t('dashboard.widgetNotAvailable', { name: widget.label || widget.id })}
</p>
</div>
);
}
return (
<div data-testid={`widget-${widget.id}`}>
<Suspense fallback={<Skeleton className="h-32" />}>
<WidgetComponent />
</Suspense>
</div>
);
}
@@ -0,0 +1,40 @@
/**
* RecentContactsWidget — shows last 5 contacts (Task 5.25).
*/
import React from 'react';
import { useTranslation } from 'react-i18next';
import { useUnifiedContacts } from '@/api/hooks';
import { formatDateTime } from '@/utils/date';
import { Users } from 'lucide-react';
export function RecentContactsWidget() {
const { t } = useTranslation();
const { data, isLoading, isError } = useUnifiedContacts(1, 5, undefined, undefined);
if (isLoading) {
return <div className="animate-pulse space-y-2" data-testid="recent-contacts-loading">{[...Array(3)].map((_, i) => <div key={i} className="h-4 bg-secondary-100 rounded" />)}</div>;
}
if (isError) {
return <p className="text-sm text-secondary-500" data-testid="recent-contacts-error">{t('dashboard.widgetError')}</p>;
}
const contacts = data?.items ?? [];
if (contacts.length === 0) {
return <p className="text-sm text-secondary-500" data-testid="recent-contacts-empty">{t('dashboard.noContacts')}</p>;
}
return (
<div className="space-y-2" data-testid="recent-contacts-widget">
{contacts.map((contact) => (
<div key={contact.id} className="flex items-center gap-2 text-sm">
<Users className="w-3.5 h-3.5 text-secondary-400" />
<span className="font-medium text-secondary-800">{contact.displayname}</span>
{contact.email_1 && <span className="text-secondary-500 truncate">{contact.email_1}</span>}
</div>
))}
</div>
);
}
@@ -0,0 +1,54 @@
/**
* TasksSummaryWidget — shows open tasks count (Task 5.25).
*/
import React from 'react';
import { useTranslation } from 'react-i18next';
import { useTasks } from '@/api/tasks';
import { CheckSquare, AlertCircle, Clock } from 'lucide-react';
export function TasksSummaryWidget() {
const { t } = useTranslation();
const { data, isLoading, isError } = useTasks(1, 100);
if (isLoading) {
return <div className="animate-pulse h-8 bg-secondary-100 rounded" data-testid="tasks-summary-loading" />;
}
if (isError) {
return <p className="text-sm text-secondary-500" data-testid="tasks-summary-error">{t('dashboard.widgetError')}</p>;
}
const tasks = data?.items ?? [];
const openTasks = tasks.filter((task) => task.status !== 'done');
const overdueTasks = tasks.filter((task) => {
if (!task.due_date || task.status === 'done') return false;
return new Date(task.due_date) < new Date();
});
const highPriority = openTasks.filter((task) => task.priority === 'high' || task.priority === 'urgent');
return (
<div className="space-y-3" data-testid="tasks-summary-widget">
<div className="flex items-center gap-2">
<CheckSquare className="w-5 h-5 text-primary-600" />
<span className="text-2xl font-bold text-secondary-900">{openTasks.length}</span>
<span className="text-sm text-secondary-500">{t('dashboard.openTasks')}</span>
</div>
{overdueTasks.length > 0 && (
<div className="flex items-center gap-2 text-sm text-danger-600">
<AlertCircle className="w-4 h-4" />
<span>{overdueTasks.length} {t('dashboard.overdueTasks')}</span>
</div>
)}
{highPriority.length > 0 && (
<div className="flex items-center gap-2 text-sm text-warning-600">
<Clock className="w-4 h-4" />
<span>{highPriority.length} {t('dashboard.highPriorityTasks')}</span>
</div>
)}
{openTasks.length === 0 && (
<p className="text-sm text-secondary-500">{t('dashboard.noOpenTasks')}</p>
)}
</div>
);
}
+42 -2
View File
@@ -95,7 +95,19 @@
"statCompanies": "Firmen",
"statContacts": "Kontakte",
"statTasks": "Offene Aufgaben",
"statEmails": "E-Mails heute"
"statEmails": "E-Mails heute",
"widgets": "Widgets",
"widgetsUnavailable": "Widgets sind derzeit nicht verfügbar.",
"widgetNotAvailable": "Widget {{name}} ist nicht verfügbar.",
"widgetError": "Fehler beim Laden des Widgets.",
"noWidgets": "Keine Widgets verfügbar.",
"dragToReorder": "Ziehen zum Sortieren",
"noContacts": "Keine Kontakte vorhanden.",
"openTasks": "offene Aufgaben",
"overdueTasks": "überfällig",
"highPriorityTasks": "hohe Priorität",
"noOpenTasks": "Keine offenen Aufgaben.",
"noUpcomingEvents": "Keine anstehenden Termine."
},
"companies": {
"title": "Firmen",
@@ -1032,5 +1044,33 @@
"deleted": "Filter gelöscht",
"load": "Filter laden",
"noFilters": "Keine gespeicherten Filter"
},
"dedup": {
"title": "Dubletten finden und zusammenführen",
"findDuplicates": "Dubletten suchen",
"noDuplicates": "Keine Dubletten gefunden.",
"pairsFound": "Paare gefunden",
"similarity": "Ähnlichkeit",
"merge": "Zusammenführen",
"mergeSuccess": "Kontakte wurden erfolgreich zusammengeführt.",
"mergeFailed": "Zusammenführung fehlgeschlagen.",
"searchFailed": "Suche nach Dubletten fehlgeschlagen.",
"field": "Feld",
"source": "Quelle",
"target": "Ziel",
"fields": {
"displayName": "Anzeigename",
"email": "E-Mail",
"phone": "Telefon",
"city": "Stadt",
"postalCode": "PLZ"
}
},
"pwa": {
"installTitle": "App installieren",
"installDescription": "LeoCRM als App auf Ihrem Gerät installieren für schnelleren Zugriff.",
"install": "Installieren",
"dismiss": "Später",
"installed": "LeoCRM ist installiert."
}
}
}
+42 -2
View File
@@ -95,7 +95,19 @@
"statCompanies": "Companies",
"statContacts": "Contacts",
"statTasks": "Open Tasks",
"statEmails": "Emails Today"
"statEmails": "Emails Today",
"widgets": "Widgets",
"widgetsUnavailable": "Widgets are currently unavailable.",
"widgetNotAvailable": "Widget {{name}} is not available.",
"widgetError": "Error loading widget.",
"noWidgets": "No widgets available.",
"dragToReorder": "Drag to reorder",
"noContacts": "No contacts found.",
"openTasks": "open tasks",
"overdueTasks": "overdue",
"highPriorityTasks": "high priority",
"noOpenTasks": "No open tasks.",
"noUpcomingEvents": "No upcoming events."
},
"companies": {
"title": "Companies",
@@ -1032,5 +1044,33 @@
"deleted": "Filter deleted",
"load": "Load Filter",
"noFilters": "No saved filters"
},
"dedup": {
"title": "Find and Merge Duplicates",
"findDuplicates": "Find Duplicates",
"noDuplicates": "No duplicates found.",
"pairsFound": "pairs found",
"similarity": "Similarity",
"merge": "Merge",
"mergeSuccess": "Contacts merged successfully.",
"mergeFailed": "Merge failed.",
"searchFailed": "Failed to search for duplicates.",
"field": "Field",
"source": "Source",
"target": "Target",
"fields": {
"displayName": "Display Name",
"email": "Email",
"phone": "Phone",
"city": "City",
"postalCode": "Postal Code"
}
},
"pwa": {
"installTitle": "Install App",
"installDescription": "Install LeoCRM as an app on your device for faster access.",
"install": "Install",
"dismiss": "Later",
"installed": "LeoCRM is installed."
}
}
}
+17
View File
@@ -2,7 +2,9 @@ import React from 'react';
import { useTranslation } from 'react-i18next';
import { StatCard } from '@/components/shared/StatCard';
import { ActivityFeed, ActivityItem } from '@/components/shared/ActivityFeed';
import { DashboardGrid } from '@/components/dashboard/DashboardGrid';
import { useUnifiedContacts, useAuditLog } from '@/api/hooks';
import { useDashboardWidgets } from '@/api/dashboard';
import { formatDateTime } from '@/utils/date';
export function DashboardPage() {
@@ -10,6 +12,7 @@ export function DashboardPage() {
const { data: companiesData } = useUnifiedContacts(1, 1, undefined, 'company');
const { data: contactsData } = useUnifiedContacts(1, 1, undefined, 'person');
const { data: auditData, isError: auditError } = useAuditLog(1, 5);
const { data: widgetsData, isError: widgetsError } = useDashboardWidgets();
const totalCompanies = companiesData?.total ?? 0;
const totalContacts = contactsData?.total ?? 0;
@@ -41,6 +44,8 @@ export function DashboardPage() {
avatarUrl: null,
}));
const widgets = widgetsData?.items ?? [];
return (
<div className="p-6 max-w-7xl mx-auto" data-testid="dashboard-page">
<h1 className="text-2xl font-bold text-secondary-900 mb-6">{t('dashboard.title')}</h1>
@@ -68,6 +73,18 @@ export function DashboardPage() {
/>
</div>
{/* Dynamic Plugin Widgets */}
{widgetsError ? (
<p className="text-sm text-secondary-500 mb-6" data-testid="dashboard-widgets-unavailable">
{t('dashboard.widgetsUnavailable')}
</p>
) : widgets.length > 0 ? (
<div className="mb-8">
<h2 className="text-lg font-semibold text-secondary-800 mb-4">{t('dashboard.widgets')}</h2>
<DashboardGrid widgets={widgets} />
</div>
) : null}
{auditError ? (
<p className="text-sm text-secondary-500" data-testid="activity-unavailable">
{t('dashboard.activityUnavailable')}
+41
View File
@@ -0,0 +1,41 @@
/**
* Notification permission helper — request and check notification permissions (Task 5.24).
*/
export type NotificationPermissionState = 'default' | 'granted' | 'denied' | 'unsupported';
export function getNotificationPermission(): NotificationPermissionState {
if (!('Notification' in window)) return 'unsupported';
return Notification.permission as NotificationPermissionState;
}
export async function requestNotificationPermission(): Promise<NotificationPermissionState> {
if (!('Notification' in window)) return 'unsupported';
if (Notification.permission === 'granted') return 'granted';
if (Notification.permission === 'denied') return 'denied';
try {
const result = await Notification.requestPermission();
return result as NotificationPermissionState;
} catch {
return 'denied';
}
}
export function showNotification(title: string, options?: NotificationOptions): void {
if (!('Notification' in window) || Notification.permission !== 'granted') return;
try {
new Notification(title, options);
} catch {
// Notification creation can fail in some browsers
}
}
export function isPWAInstalled(): boolean {
try {
return window.matchMedia('(display-mode: standalone)').matches ||
(window.navigator as unknown as { standalone?: boolean }).standalone === true;
} catch {
return false;
}
}
+59 -1
View File
@@ -1,9 +1,67 @@
import { defineConfig } from 'vite';
import react from '@vitejs/plugin-react';
import { resolve } from 'path';
import { VitePWA } from 'vite-plugin-pwa';
export default defineConfig({
plugins: [react()],
plugins: [
react(),
VitePWA({
registerType: 'autoUpdate',
includeAssets: ['favicon.svg', 'icon-192.svg', 'icon-512.svg'],
manifest: {
name: 'LeoCRM',
short_name: 'LeoCRM',
description: 'Mini-CRM für kleine Unternehmen',
theme_color: '#2563eb',
background_color: '#ffffff',
display: 'standalone',
orientation: 'portrait',
scope: '/',
start_url: '/',
icons: [
{
src: 'icon-192.svg',
sizes: '192x192',
type: 'image/svg+xml',
purpose: 'any maskable',
},
{
src: 'icon-512.svg',
sizes: '512x512',
type: 'image/svg+xml',
purpose: 'any maskable',
},
],
},
workbox: {
globPatterns: ['**/*.{js,css,html,ico,png,svg,woff,woff2}'],
runtimeCaching: [
{
urlPattern: /^https:\/\/fonts\.googleapis\.com\/.*/i,
handler: 'CacheFirst',
options: {
cacheName: 'google-fonts-cache',
expiration: {
maxEntries: 10,
maxAgeSeconds: 60 * 60 * 24 * 365,
},
},
},
{
urlPattern: /\.(?:js|css|woff2?)$/i,
handler: 'StaleWhileRevalidate',
options: {
cacheName: 'static-resources',
},
},
],
},
devOptions: {
enabled: false,
},
}),
],
resolve: {
alias: {
'@': resolve(__dirname, 'src'),
+1 -1
View File
@@ -29,8 +29,8 @@ from app.core.db import Base, close_engine, reset_engine_for_testing
from app.core.service_container import get_container # noqa: F401
from app.main import create_app
from app.models.ai_conversation import AIConversation, AIMessage # noqa: F401
from app.models.contact import Contact
from app.models.contact import Contact, ContactPerson # noqa: F401
from app.models.contact_merge import ContactMergeHistory # noqa: F401
from app.models.plugin import Plugin, PluginMigration # noqa: F401
from app.models.role import Role
from app.models.tenant import Tenant
+46
View File
@@ -0,0 +1,46 @@
"""Dashboard widget API tests — Task 5.25."""
from __future__ import annotations
import pytest
from httpx import AsyncClient
from tests.conftest import ORIGIN_HEADER, login_client, seed_tenant_and_users
@pytest.mark.asyncio
class TestDashboardWidgets:
"""GET /api/v1/dashboard/widgets — list available widgets."""
async def test_list_widgets_returns_200(self, client: AsyncClient, db_session):
"""Dashboard widgets endpoint returns 200 with items list."""
await seed_tenant_and_users(db_session)
await login_client(client, "admin@tenanta.com")
resp = await client.get("/api/v1/dashboard/widgets", headers=ORIGIN_HEADER)
assert resp.status_code == 200
data = resp.json()
assert "items" in data
assert "total" in data
assert isinstance(data["items"], list)
async def test_list_widgets_requires_auth(self, client: AsyncClient, db_session):
"""Dashboard widgets endpoint requires authentication."""
await seed_tenant_and_users(db_session)
resp = await client.get("/api/v1/dashboard/widgets", headers=ORIGIN_HEADER)
assert resp.status_code == 401
async def test_list_widgets_has_plugin_name(self, client: AsyncClient, db_session):
"""Each widget should include the contributing plugin name."""
await seed_tenant_and_users(db_session)
await login_client(client, "admin@tenanta.com")
resp = await client.get("/api/v1/dashboard/widgets", headers=ORIGIN_HEADER)
assert resp.status_code == 200
data = resp.json()
for widget in data["items"]:
assert "plugin_name" in widget
assert "id" in widget
assert "component" in widget
assert "label_key" in widget
+216
View File
@@ -0,0 +1,216 @@
"""Deduplication / merge tests — Task 5.23."""
from __future__ import annotations
import pytest
from httpx import AsyncClient
from tests.conftest import ORIGIN_HEADER, login_client, seed_tenant_and_users
async def _get_csrf_token(client: AsyncClient) -> str:
"""Extract CSRF token from login response."""
# The login already happened, but we need the token from the response.
# Re-login to get a fresh token (or extract from the last response).
resp = await client.post(
"/api/v1/auth/login",
json={"email": "admin@tenanta.com", "password": "TestPass123!"},
headers=ORIGIN_HEADER,
)
return resp.json().get("csrf_token", "")
def _csrf_headers(token: str) -> dict:
"""Return headers with CSRF token."""
headers = dict(ORIGIN_HEADER)
headers["X-CSRF-Token"] = token
return headers
@pytest.mark.asyncio
class TestFindDuplicates:
"""POST /api/v1/contacts/duplicates — find duplicate contacts."""
async def test_find_duplicates_by_email(self, client: AsyncClient, db_session):
"""Two contacts with same email should be detected as duplicates."""
await seed_tenant_and_users(db_session)
await login_client(client, "admin@tenanta.com")
csrf = await _get_csrf_token(client)
hdrs = _csrf_headers(csrf)
# Create two contacts with same email
resp1 = await client.post(
"/api/v1/contacts",
json={"type": "person", "firstname": "John", "surname": "Doe", "email_1": "john@example.com"},
headers=hdrs,
)
assert resp1.status_code == 201, f"Create 1 failed: {resp1.text}"
resp2 = await client.post(
"/api/v1/contacts",
json={"type": "person", "firstname": "Johnny", "surname": "Doe", "email_1": "john@example.com"},
headers=hdrs,
)
assert resp2.status_code == 201, f"Create 2 failed: {resp2.text}"
# Find duplicates
resp = await client.post(
"/api/v1/contacts/duplicates",
json={"threshold": 0.5, "limit": 50},
headers=hdrs,
)
assert resp.status_code == 200
data = resp.json()
assert isinstance(data, list)
assert len(data) >= 1
pair = data[0]
assert "source_contact" in pair
assert "target_contact" in pair
assert "similarity_score" in pair
assert "match_reasons" in pair
assert "email_match" in pair["match_reasons"]
async def test_find_duplicates_empty(self, client: AsyncClient, db_session):
"""No duplicates when contacts are unique."""
await seed_tenant_and_users(db_session)
await login_client(client, "admin@tenanta.com")
csrf = await _get_csrf_token(client)
hdrs = _csrf_headers(csrf)
resp = await client.post(
"/api/v1/contacts",
json={"type": "person", "firstname": "Unique", "surname": "Person", "email_1": "unique@example.com"},
headers=hdrs,
)
assert resp.status_code == 201, f"Create failed: {resp.text}"
resp = await client.post(
"/api/v1/contacts/duplicates",
json={"threshold": 0.7, "limit": 50},
headers=hdrs,
)
assert resp.status_code == 200
data = resp.json()
assert isinstance(data, list)
assert len(data) == 0
@pytest.mark.asyncio
class TestMergeContacts:
"""POST /api/v1/contacts/merge — merge two contacts."""
async def test_merge_contacts_success(self, client: AsyncClient, db_session):
"""Merge source into target, source should be soft-deleted."""
await seed_tenant_and_users(db_session)
await login_client(client, "admin@tenanta.com")
csrf = await _get_csrf_token(client)
hdrs = _csrf_headers(csrf)
# Create source contact with phone
resp1 = await client.post(
"/api/v1/contacts",
json={"type": "person", "firstname": "Source", "surname": "Test", "email_1": "source@example.com", "phone_1": "+49123456789"},
headers=hdrs,
)
assert resp1.status_code == 201, f"Create source failed: {resp1.text}"
source_id = resp1.json()["id"]
# Create target contact without phone
resp2 = await client.post(
"/api/v1/contacts",
json={"type": "person", "firstname": "Target", "surname": "Test", "email_1": "target@example.com"},
headers=hdrs,
)
assert resp2.status_code == 201, f"Create target failed: {resp2.text}"
target_id = resp2.json()["id"]
# Merge
resp = await client.post(
"/api/v1/contacts/merge",
json={"source_contact_id": source_id, "target_contact_id": target_id},
headers=hdrs,
)
assert resp.status_code == 200, f"Merge failed: {resp.text}"
data = resp.json()
assert data["source_contact_id"] == source_id
assert data["target_contact_id"] == target_id
assert "merge_id" in data
assert "merged_fields" in data
# Phone should have been auto-merged
assert "phone_1" in data["merged_fields"]
# Source should be soft-deleted (not in list)
list_resp = await client.get("/api/v1/contacts", headers=ORIGIN_HEADER)
contact_ids = [c["id"] for c in list_resp.json()["items"]]
assert source_id not in contact_ids
assert target_id in contact_ids
async def test_merge_same_contact_fails(self, client: AsyncClient, db_session):
"""Merging a contact with itself should fail."""
await seed_tenant_and_users(db_session)
await login_client(client, "admin@tenanta.com")
csrf = await _get_csrf_token(client)
hdrs = _csrf_headers(csrf)
resp = await client.post(
"/api/v1/contacts",
json={"type": "person", "firstname": "Same", "surname": "Contact", "email_1": "same@example.com"},
headers=hdrs,
)
assert resp.status_code == 201, f"Create failed: {resp.text}"
contact_id = resp.json()["id"]
resp = await client.post(
"/api/v1/contacts/merge",
json={"source_contact_id": contact_id, "target_contact_id": contact_id},
headers=hdrs,
)
assert resp.status_code == 400
@pytest.mark.asyncio
class TestMergeHistory:
"""GET /api/v1/contacts/merge-history — merge history."""
async def test_merge_history_returns_records(self, client: AsyncClient, db_session):
"""After a merge, history should contain the record."""
await seed_tenant_and_users(db_session)
await login_client(client, "admin@tenanta.com")
csrf = await _get_csrf_token(client)
hdrs = _csrf_headers(csrf)
# Create and merge two contacts
resp1 = await client.post(
"/api/v1/contacts",
json={"type": "person", "firstname": "Hist", "surname": "Source", "email_1": "hist-source@example.com"},
headers=hdrs,
)
assert resp1.status_code == 201
source_id = resp1.json()["id"]
resp2 = await client.post(
"/api/v1/contacts",
json={"type": "person", "firstname": "Hist", "surname": "Target", "email_1": "hist-target@example.com"},
headers=hdrs,
)
assert resp2.status_code == 201
target_id = resp2.json()["id"]
merge_resp = await client.post(
"/api/v1/contacts/merge",
json={"source_contact_id": source_id, "target_contact_id": target_id, "note": "Test merge"},
headers=hdrs,
)
assert merge_resp.status_code == 200
# Get history (GET doesn't need CSRF)
resp = await client.get("/api/v1/contacts/merge-history", headers=ORIGIN_HEADER)
assert resp.status_code == 200
data = resp.json()
assert "items" in data
assert "total" in data
assert data["total"] >= 1
item = data["items"][0]
assert item["source_contact_id"] == source_id
assert item["target_contact_id"] == target_id
assert item["note"] == "Test merge"