# LeoCRM — Umbau Progress

**Plan:** `MASTER-PLAN.md`
**Start:** 2026-07-23

---

## Phase 0: Vorbereitung & Cleanup

| Task | Status | Datum | Notiz |
|---|---|---|---|
| 0.1 | ✅ done | 2026-07-23 | codebase-vs-requirements.md neu geschrieben, security-review-phase2.md Resolution Summary, architecture.md Implementation Status, MASTER-PLAN.md + PROGRESS.md erstellt |
| 0.2 | ✅ done | 2026-07-23 | lucide-react installieren + Icons migrieren |
| 0.3 | ✅ done | 2026-07-23 | date-fns installieren + Datum-Formatierung |
| 0.4 | ✅ done | 2026-07-23 | hooks.ts aufteilen — 1298 Zeilen → 12 Module + Re-Export-Hub |
| 0.5 | ✅ done | 2026-07-23 | calendarStore.ts nach store/ verschoben, stores/ entfernt |
| 0.6 | ✅ done | 2026-07-23 | frontend-gap-analysis.md gespeichert (176 Zeilen) |
| 0.7 | ✅ done | 2026-07-23 | UI-Design-Richtlinien erstellt (docs/ui-design-guidelines.md, 535 Zeilen) |
| 0.8 | ✅ done | 2026-07-23 | Theme-Customization Backend: 4 Felder (primary_color, accent_color, font_family, border_radius) zu model/schema/service, Migration 0023 | Theme-Customization Backend |
| 0.9 | ✅ done | 2026-07-23 | Theme-Customization Frontend: SettingsTheme.tsx, themeStore.ts, Route + Nav, i18n keys, Live-Preview, Dark-Mode-Toggle | Theme-Customization Frontend |
| 0.10 | ✅ done | 2026-07-23 | RBAC-Audit: 4 Plugins (calendar, dms, entity_links, tags) mit Permissions versehen, 53 Routes mit require_permission abgesichert | RBAC-Audit & Plugin-Permissions nachrüsten |
| 0.11 | ✅ done | 2026-07-23 | LiteLLM-Cleanup: llm_client.py von httpx auf litellm.acompletion migriert, AI_PROVIDER env var, System-Prompt companies→contacts | LiteLLM-Cleanup & alte llm_client.py migrieren |
| 0.12 | ✅ done | 2026-07-23 | KI-Agent-Framework: docs/plugin-development-guide.md (348 Zeilen), agent_capabilities Feld im PluginManifest | KI-Agent-Framework in Plugin-Richtlinien dokumentieren |
| 0.13 | ✅ done | 2026-07-23 | Heartbeat konfigurierbar: ProactiveSettings um heartbeat_enabled/interval/target_room erweitert, Migration 0024, Schema+Service+Routes, Frontend-UI, Jobs.py nutzt Settings | Heartbeat konfigurierbar machen |
| 0.14 | ✅ done | 2026-07-23 | Unified Search Field-Level RBAC: resolve_permissions + filter_fields_by_permission in search route, entity-to-module mapping | Unified Search: Field-Level RBAC nachrüsten |
| 0.15 | ✅ done | 2026-07-23 | Undo/History-System: EntityHistory model+service+routes, Migration 0025, contact_service Integration, HistoryViewer Komponente, ContactDetail Integration, i18n | Undo/History-System für CRUD-Operationen |
| 0.16 | ✅ done | 2026-07-23 | Storage Backend: app/core/storage.py (LocalStorage + S3Storage), DMS + Attachments + Mail auf Storage Backend umgestellt, minio zu requirements, S3 env vars | Storage Backend implementieren (S3-Support) |
| 0.17 | ✅ done | 2026-07-23 | Import/Export: unified Contact Fields (firstname, surname, email_1, phone_1, mobilephone, function), Company-Import als Contact type=company, Export mit unified Fields, Backward-compat für alte CSV-Spalten | Import/Export an unified Contact Model anpassen |
| 0.18 | ✅ done | 2026-07-23 | .gitignore: webui→frontend, python-jose entfernt, pyproject.toml Python 3.12, .env aus Git entfernt, dump.rdb+test.txt gelöscht, JWT-Vars aus .env.docker.example entfernt | .gitignore & Config-Cleanup |
| 0.19 | ✅ done | 2026-07-23 | Mail-Salt Security-Fix: per-account random salt (generate_salt), encrypt/decrypt mit salt_b64, backward-compat mit Legacy-Salt, Migration 0026 | Mail-Salt Security-Fix |
| 0.20 | ✅ done | 2026-07-23 | AGPL ersetzt: PyMuPDF→pypdf (BSD), OnlyOffice→Collabora (LGPL/MPL), requirements.txt, LICENSE (MIT), THIRD_PARTY_LICENSES.md | AGPL-Lizenzen durch pypdf + Collabora ersetzen |

---

## Phase 1B: Backend Plugins — entity_type='company' → 'contact'

| Task | Status | Datum | Notiz |
|---|---|---|---|
| 1.9 | ✅ done | 2026-07-23 | entity_links Plugin: entity_type pattern ^(company|contact)$ → ^contact$, company_router entfernt, on_company_deleted → on_contact_deleted, company.deleted → contact.deleted |
| 1.10 | ✅ done | 2026-07-23 | unified_search Plugin: CompanySearchProvider → ContactSearchProvider, index_company → index_contact, events company.created/updated → contact.created/updated, search_engine mapping aktualisiert |
| 1.11 | ✅ done | 2026-07-23 | calendar Plugin: entity_type pattern ^(company|contact)$ → ^contact$ (CalendarType='company' bleibt) |
| 1.12 | ✅ done | 2026-07-23 | tags Plugin: entity_type pattern ^(company|contact|file|folder)$ → ^(contact|file|folder)$ |
| 1.13 | ✅ done | 2026-07-23 | mail Plugin: company_id → contact_id in model, schemas, routes, services |
| 1.14 | ✅ done | 2026-07-23 | test_sample Plugin: company.created → contact.created |
| 1.15 | ✅ done | 2026-07-23 | Event Names Unify: Alle company.created/updated/deleted → contact.created/updated/deleted |
| 1.16 | ✅ done | 2026-07-23 | DB Migration 0027: entity_type 'company' → 'contact' in entity_links, tag_assignments, calendar_entry_links, addresses; mails company_id → contact_id |
| 1.17 | ✅ done | 2026-07-23 | Backend Tests Update: test_companies.py, test_unified_search.py, test_entity_links.py, test_calendar.py, test_tags.py, test_ai_proactive.py, test_tenant.py — entity_type='company' → 'contact' |
| 1.18 | ✅ done | 2026-07-23 | Permission-Registry-Cleanup: companies:read/write/delete aus CORE_PERMISSIONS entfernt (bereits in 1A) |
| 1.19 | ✅ done | 2026-07-23 | Addresses entity_type='company' → 'contact' in address_service.py (bereits in 1A) |
| 1.20 | ✅ done | 2026-07-23 | conftest.py Update: Company → Contact, CompanyContact → ContactPerson, TRUNCATE ohne companies/company_contacts |

**Phase 1B Gesamt: ✅ Complete**

---

## Phase 1C: Frontend — Unified Contact UI

| Task | Status | Datum | Notiz |
|---|---|---|---|
| 1.18 | ✅ done | 2026-07-23 | Contact-Detail-Route /contacts/:id mit React.lazy |
| 1.19 | ✅ done | 2026-07-23 | ContactList Type-Filter Toggle (Alle/Firmen/Personen) |
| 1.20 | ✅ done | 2026-07-23 | ContactDetail ContactPerson-Verwaltung (bereits vorhanden) |
| 1.21 | ✅ done | 2026-07-23 | ContactEditModal für beide Types (bereits vorhanden) |
| 1.22 | ✅ done | 2026-07-23 | Company-Hooks aus hooks.ts entfernt |
| 1.23 | ✅ done | 2026-07-23 | Frontend Type-Definitions aktualisiert (calendar, tags, search, mail, types) |
| 1.24 | ✅ done | 2026-07-23 | Dashboard.tsx aktualisiert (keine Änderung nötig) |
| 1.25 | ✅ done | 2026-07-23 | GlobalSearchResults.tsx aktualisiert |
| 1.26 | ✅ done | 2026-07-23 | ContactFolderTree in ContactList integriert (bereits vorhanden) |
| 1.27 | ✅ done | 2026-07-23 | React Hook Form + Zod in ContactEditModal |
| 1.28 | ✅ done | 2026-07-23 | Frontend-Tests aktualisiert, tsc --noEmit OK (nur pre-existing Dms-Fehler) |

**Phase 1C Gesamt: ✅ Complete**

---

## Phase 1-7: Noch nicht gestartet

Siehe `MASTER-PLAN.md` für alle Tasks.

## Phase 2: Code-Splitting & Virtual Scrolling

| Task | Status | Datum | Notiz |
|---|---|---|---|
| 2.1 | ✅ done | 2026-07-23 | React.lazy + Suspense für 25 Pages, PageLoader Komponente |
| 2.2 | ✅ done | 2026-07-23 | @tanstack/react-virtual installiert |
| 2.3 | ✅ done | 2026-07-23 | DataGrid Virtual Scrolling (useVirtualizer, 53px rows, 10 overscan, auto-skip <50) |
| 2.4 | ✅ done | 2026-07-23 | MailList Virtual Scrolling (80px rows, 8 overscan, auto-skip <50) |
| 2.5 | ✅ done | 2026-07-23 | ContactList Virtual Scrolling (list/table/cards, dynamic row estimate) |
| 2.6 | ✅ done | 2026-07-23 | FileExplorer + FileGrid virtualisiert, AuditLog via DataGrid |
| 2.7 | ✅ done | 2026-07-23 | Manual chunks: react-vendor, tanstack, ui, i18n. Vite build OK (3212 modules, ~9s) |

**Phase 2 Gesamt: ✅ Complete (Commit a8331fb)**

## Phase 1: Unified Contact Model — Vollendung (Backend + Frontend)

| Task | Status | Datum | Notiz |
|---|---|---|---|
| 1.1 | ✅ done | 2026-07-23 | app/routes/companies.py entfernt |
| 1.2 | ✅ done | 2026-07-23 | app/services/company_service.py entfernt |
| 1.3 | ✅ done | 2026-07-23 | app/models/company.py entfernt (war shim) |
| 1.4 | ✅ done | 2026-07-23 | app/schemas/company.py entfernt |
| 1.5 | ✅ done | 2026-07-23 | action_mapper.py: Company-Intents → Contact-Intents |
| 1.6 | ✅ done | 2026-07-23 | workflows/engine.py: company.created → contact.created |
| 1.7 | ✅ done | 2026-07-23 | worker.py: index_company entfernt |
| 1.8 | ✅ done | 2026-07-23 | seeds.py: keine Company-Seed-Daten gefunden |
| 1.9 | ✅ done | 2026-07-23 | entity_links: entity_type → ^contact$, company.deleted → contact.deleted |
| 1.10 | ✅ done | 2026-07-23 | unified_search: CompanySearchProvider → Contact, index_company → index_contact, events unified |
| 1.11 | ✅ done | 2026-07-23 | calendar: entity_type → ^contact$, CalendarType='company' beibehalten |
| 1.12 | ✅ done | 2026-07-23 | tags: entity_type → ^(contact|file|folder)$ |
| 1.13 | ✅ done | 2026-07-23 | mail: company_id → contact_id in model/schemas/routes/services |
| 1.14 | ✅ done | 2026-07-23 | test_sample: company.created → contact.created |
| 1.15 | ✅ done | 2026-07-23 | Alle company.* events → contact.* events vereinheitlicht |
| 1.16 | ✅ done | 2026-07-23 | DB-Migration 0027: entity_type company→contact, mails.company_id→contact_id |
| 1.17 | ✅ done | 2026-07-23 | Backend-Tests aktualisiert (test_companies, test_unified_search, test_entity_links, etc.) |
| 1.18 | ✅ done | 2026-07-23 | Permission-Registry: companies:read/write/delete entfernt, CORE_FIELD_DEFINITIONS aktualisiert |
| 1.19 | ✅ done | 2026-07-23 | Addresses: entity_type → ^contact$ only |
| 1.20 | ✅ done | 2026-07-23 | conftest.py: Company→Contact, CompanyContact→ContactPerson, TRUNCATE bereinigt |
| 1.21 | ✅ done | 2026-07-23 | Contact-Detail-Route /contacts/:id mit React.lazy |
| 1.22 | ✅ done | 2026-07-23 | Company-Hooks aus hooks.ts entfernt |
| 1.23 | ✅ done | 2026-07-23 | Frontend Type-Definitions aktualisiert (calendar, tags, search, mail, types) |
| 1.24 | ✅ done | 2026-07-23 | Dashboard.tsx aktualisiert (keine Änderung nötig) |
| 1.25 | ✅ done | 2026-07-23 | GlobalSearchResults.tsx: type 'company' → 'contact' |
| 1.26 | ✅ done | 2026-07-23 | ContactFolderTree in ContactList (bereits vorhanden) |
| 1.27 | ✅ done | 2026-07-23 | React Hook Form + Zod in ContactEditModal |
| 1.28 | ✅ done | 2026-07-23 | Frontend-Tests aktualisiert, tsc --noEmit OK (nur pre-existing Dms.tsx errors) |

**Phase 1 Gesamt: ✅ Complete (Commits: 879106c, 5d79b4f, b15a62b)**
### Verifikation Phase 1
- App startet OK (245 Routes) ✅
- Python Syntax OK für alle geänderten Dateien ✅
- Frontend: 251/265 Tests pass (14 pre-existing failures: Dms/Mail/ShareDialog) ✅
- Backend-Tests: können nicht ausgeführt werden (kein PostgreSQL im Container) ⚠️
- Keine verbleibenden company.* Events oder companies: Permissions ✅

## Phase 3: Plugin-UI-System
**Phase 3 Gesamt: ✅ Complete (Commit fc96a2f)**

## Phase 3.5: Automation & Agents Plugin
**Phase 3.5 Gesamt: ✅ Complete (Commit 5dc6f29)**

## Phase 4: KI-UI-Steuerung

| # | Status | Datum | Was gemacht wurde |
|---|--------|------|-------------------|
| 4.1 | ✅ done | 2026-07-23 | UI-Command-Protokoll: JSON schema mit 6 command types (navigate, filter, open_contact, modal, tab, settings) in schemas.py |
| 4.2 | ✅ done | 2026-07-23 | WebSocket-Endpoint /ws/ai-ui-control + REST endpoints (POST /command, GET /command/{id}/status, GET /online-users) in ai_ui_control plugin |
| 4.3 | ✅ done | 2026-07-23 | useAIUIControl hook: WS client mit auto-reconnect, command dispatch, feedback sending |
| 4.4 | ✅ done | 2026-07-23 | Command: Navigate — useNavigate() für Route-Wechsel |
| 4.5 | ✅ done | 2026-07-23 | Command: Filter — URL-Search-Params + store pendingFilter |
| 4.6 | ✅ done | 2026-07-23 | Command: Open Contact — navigate zu /contacts/:id |
| 4.7 | ✅ done | 2026-23 | Command: Modal — store activeModal, ContactDetail syncs personModalOpen |
| 4.8 | ✅ done | 2026-07-23 | Command: Tab — store activeTab, ContactDetail syncs via useEffect |
| 4.9 | ✅ done | 2026-07-23 | Command: Settings — navigate zu /settings/:section + pendingSettings |
| 4.10 | ✅ done | 2026-07-23 | UI-Action-Feedback: sendFeedback via WS, store lastFeedback |
| 4.11 | ✅ done | 2026-07-23 | Visuelle KI-Indikation: AIUIControlIndicator component (Bot icon, toast, pulse animation) |
| 4.12 | ✅ done | 2026-07-23 | 18 Vitest tests: command protocol, store actions, feedback, visual indication |

**Phase 4 Gesamt: ✅ Complete**

### Verifikation Phase 4
- TSC: 0 neue errors (nur 2 pre-existing Dms.tsx errors) ✅
- Vitest: 18/18 AI UI Control tests pass ✅
- Keine neuen Regressionen (AppShell tests waren pre-existing failing) ✅
- Backend: ai_ui_control plugin mit WS + REST, service_container registration ✅
- Frontend: useAIUIControl hook, aiUIControlStore, AIUIControlIndicator, i18n DE/EN ✅
- Neue Dateien: 8 (plugin: __init__.py, plugin.py, routes.py, schemas.py, websocket_manager.py; frontend: store, hook, API, indicator, tests) ✅