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 - Plugins automatisch via pkgutil entdeckt
**Phase 5 Batch 6a Gesamt: ✅ Complete** **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, auth,
contact_folders, contact_folders,
contacts, contacts,
dashboard,
entity_history, entity_history,
groups, groups,
health, health,
@@ -293,6 +294,7 @@ def create_app() -> FastAPI:
app.include_router(notifications.router) app.include_router(notifications.router)
app.include_router(contacts.router) app.include_router(contacts.router)
app.include_router(contact_folders.router) app.include_router(contact_folders.router)
app.include_router(dashboard.router)
app.include_router(entity_history.router) app.include_router(entity_history.router)
app.include_router(import_export.router) app.include_router(import_export.router)
app.include_router(plugins.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.auth import ApiToken, PasswordResetToken
from app.models.contact import Contact, ContactPerson from app.models.contact import Contact, ContactPerson
from app.models.contact_folder import ContactFolder from app.models.contact_folder import ContactFolder
from app.models.contact_merge import ContactMergeHistory
from app.models.entity_history import EntityHistory from app.models.entity_history import EntityHistory
from app.models.currency import Currency from app.models.currency import Currency
from app.models.group import Group, UserGroup from app.models.group import Group, UserGroup
@@ -39,6 +40,7 @@ __all__ = [
"Contact", "Contact",
"ContactPerson", "ContactPerson",
"ContactFolder", "ContactFolder",
"ContactMergeHistory",
"EntityHistory", "EntityHistory",
"Currency", "Currency",
"TaxRate", "TaxRate",
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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 audit, # noqa: F401
auth, # noqa: F401 auth, # noqa: F401
contacts, # noqa: F401 contacts, # noqa: F401
dashboard, # noqa: F401
entity_history, # noqa: F401 entity_history, # noqa: F401
currencies, # noqa: F401 currencies, # noqa: F401
taxes, # noqa: F401 taxes, # noqa: F401
+70
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@@ -5,6 +5,7 @@ from __future__ import annotations
import csv import csv
import io import io
import uuid import uuid
from typing import Any
from fastapi import APIRouter, Depends, HTTPException, Query, Response, status from fastapi import APIRouter, Depends, HTTPException, Query, Response, status
from fastapi.responses import StreamingResponse from fastapi.responses import StreamingResponse
@@ -19,10 +20,30 @@ from app.schemas.contact import (
ContactPersonUpdate, ContactPersonUpdate,
) )
from app.services import contact_service from app.services import contact_service
from app.services import dedup_service
router = APIRouter(prefix="/api/v1/contacts", tags=["contacts"]) 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("") @router.get("")
async def list_contacts( async def list_contacts(
page: int = Query(1, ge=1), 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) 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}") @router.get("/{contact_id}")
async def get_contact( async def get_contact(
contact_id: str, 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) await contact_service.delete_contact_person(db, tenant_id, contact_id, person_id)
except ValueError as e: except ValueError as e:
raise HTTPException(status_code=404, detail=str(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))
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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" "zustand": "^4.5.5"
}, },
"devDependencies": { "devDependencies": {
"@playwright/test": "^1.48.0",
"@testing-library/jest-dom": "^6.5.0", "@testing-library/jest-dom": "^6.5.0",
"@testing-library/react": "^16.0.1", "@testing-library/react": "^16.0.1",
"@testing-library/user-event": "^14.5.2", "@testing-library/user-event": "^14.5.2",
@@ -61,7 +62,7 @@
"typescript": "^5.6.0", "typescript": "^5.6.0",
"vite": "^5.4.0", "vite": "^5.4.0",
"vite-bundle-visualizer": "^1.2.1", "vite-bundle-visualizer": "^1.2.1",
"vitest": "^2.1.0", "vite-plugin-pwa": "^1.3.0",
"@playwright/test": "^1.48.0" "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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@@ -0,0 +1,4 @@
<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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@@ -0,0 +1,33 @@
/**
* 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", "statCompanies": "Firmen",
"statContacts": "Kontakte", "statContacts": "Kontakte",
"statTasks": "Offene Aufgaben", "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": { "companies": {
"title": "Firmen", "title": "Firmen",
@@ -1032,5 +1044,33 @@
"deleted": "Filter gelöscht", "deleted": "Filter gelöscht",
"load": "Filter laden", "load": "Filter laden",
"noFilters": "Keine gespeicherten Filter" "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", "statCompanies": "Companies",
"statContacts": "Contacts", "statContacts": "Contacts",
"statTasks": "Open Tasks", "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": { "companies": {
"title": "Companies", "title": "Companies",
@@ -1032,5 +1044,33 @@
"deleted": "Filter deleted", "deleted": "Filter deleted",
"load": "Load Filter", "load": "Load Filter",
"noFilters": "No saved filters" "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 { useTranslation } from 'react-i18next';
import { StatCard } from '@/components/shared/StatCard'; import { StatCard } from '@/components/shared/StatCard';
import { ActivityFeed, ActivityItem } from '@/components/shared/ActivityFeed'; import { ActivityFeed, ActivityItem } from '@/components/shared/ActivityFeed';
import { DashboardGrid } from '@/components/dashboard/DashboardGrid';
import { useUnifiedContacts, useAuditLog } from '@/api/hooks'; import { useUnifiedContacts, useAuditLog } from '@/api/hooks';
import { useDashboardWidgets } from '@/api/dashboard';
import { formatDateTime } from '@/utils/date'; import { formatDateTime } from '@/utils/date';
export function DashboardPage() { export function DashboardPage() {
@@ -10,6 +12,7 @@ export function DashboardPage() {
const { data: companiesData } = useUnifiedContacts(1, 1, undefined, 'company'); const { data: companiesData } = useUnifiedContacts(1, 1, undefined, 'company');
const { data: contactsData } = useUnifiedContacts(1, 1, undefined, 'person'); const { data: contactsData } = useUnifiedContacts(1, 1, undefined, 'person');
const { data: auditData, isError: auditError } = useAuditLog(1, 5); const { data: auditData, isError: auditError } = useAuditLog(1, 5);
const { data: widgetsData, isError: widgetsError } = useDashboardWidgets();
const totalCompanies = companiesData?.total ?? 0; const totalCompanies = companiesData?.total ?? 0;
const totalContacts = contactsData?.total ?? 0; const totalContacts = contactsData?.total ?? 0;
@@ -41,6 +44,8 @@ export function DashboardPage() {
avatarUrl: null, avatarUrl: null,
})); }));
const widgets = widgetsData?.items ?? [];
return ( return (
<div className="p-6 max-w-7xl mx-auto" data-testid="dashboard-page"> <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> <h1 className="text-2xl font-bold text-secondary-900 mb-6">{t('dashboard.title')}</h1>
@@ -68,6 +73,18 @@ export function DashboardPage() {
/> />
</div> </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 ? ( {auditError ? (
<p className="text-sm text-secondary-500" data-testid="activity-unavailable"> <p className="text-sm text-secondary-500" data-testid="activity-unavailable">
{t('dashboard.activityUnavailable')} {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 { defineConfig } from 'vite';
import react from '@vitejs/plugin-react'; import react from '@vitejs/plugin-react';
import { resolve } from 'path'; import { resolve } from 'path';
import { VitePWA } from 'vite-plugin-pwa';
export default defineConfig({ 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: { resolve: {
alias: { alias: {
'@': resolve(__dirname, 'src'), '@': 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.core.service_container import get_container # noqa: F401
from app.main import create_app from app.main import create_app
from app.models.ai_conversation import AIConversation, AIMessage # noqa: F401 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 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.plugin import Plugin, PluginMigration # noqa: F401
from app.models.role import Role from app.models.role import Role
from app.models.tenant import Tenant 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"