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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
0.9 ✅ done 2026-07-23 Theme-Customization Frontend: SettingsTheme.tsx, themeStore.ts, Route + Nav, i18n keys, Live-Preview, Dark-Mode-Toggle
0.10 ✅ done 2026-07-23 RBAC-Audit: 4 Plugins (calendar, dms, entity_links, tags) mit Permissions versehen, 53 Routes mit require_permission abgesichert
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
0.12 ✅ done 2026-07-23 KI-Agent-Framework: docs/plugin-development-guide.md (348 Zeilen), agent_capabilities Feld im PluginManifest
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
0.14 ✅ done 2026-07-23 Unified Search Field-Level RBAC: resolve_permissions + filter_fields_by_permission in search route, entity-to-module mapping
0.15 ✅ done 2026-07-23 Undo/History-System: EntityHistory model+service+routes, Migration 0025, contact_service Integration, HistoryViewer Komponente, ContactDetail Integration, i18n
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
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
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
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
0.20 ✅ done 2026-07-23 AGPL ersetzt: PyMuPDF→pypdf (BSD), OnlyOffice→Collabora (LGPL/MPL), requirements.txt, LICENSE (MIT), THIRD_PARTY_LICENSES.md

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
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
1.12 ✅ done 2026-07-23 tags Plugin: entity_type pattern ^(company
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
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) ✅

Phase 5: API-Vollständigkeit & Frontend-Anbindung

Batch 1 (Tasks 5.1-5.3)

| # | Status | Datum | Was gemacht wurde | ||---|--------|------|-------------------| | 5.1 | ✅ done | 2026-07-23 | API-Audit: docs/api-audit.md mit 158 UI-Funktionen in 24 Kategorien, alle per API erreichbar. 0 fehlende Endpoints. UI-State (Sidebar/Tab/Filter) durch Task 5.2 abgedeckt. 9 Tests (Audit-Dokument + Endpoint-Reachability) | | 5.2 | ✅ done | 2026-07-23 | User-Preferences-API: Model (UserPreference mit TenantMixin), API Router (GET/PUT/DELETE /api/v1/user/preferences), Migration 0028, Frontend API + useUserPreferences hook mit uiStore-Sync, i18n DE/EN, 13 Backend-Tests (CRUD, Tenant-Isolation, CSRF, RBAC) | | 5.3 | ✅ done | 2026-07-23 | Workflow-API-Frontend-Modul: frontend/src/api/workflows.ts mit TypeScript types + React Query hooks (CRUD, Instances, Advance/Cancel), 13 Frontend-Tests |

Phase 5 Batch 1 Gesamt: ✅ Complete

Verifikation Phase 5 Batch 1

  • TSC: 0 neue errors (nur 2 pre-existing Dms.tsx errors) ✅
  • Backend Tests: 22/22 pass (13 user_preferences + 9 api_audit) ✅
  • Frontend Tests: 13/13 pass (workflows.test.ts) ✅
  • 3 Commits mit klaren Messages ✅
  • TenantMixin für neues DB-Model (UserPreference) ✅
  • RBAC (require_permission) für alle neuen API-Routes ✅
  • i18n (de.json, en.json) für Frontend-Änderungen ✅
  • Keine .env committet ✅
  • Bestehende Patterns verwendet: apiClient, Zustand stores, React Query hooks ✅

Neue Dateien Phase 5 Batch 1

  • docs/api-audit.md — API-Audit-Dokument
  • app/models/user_preference.py — UserPreference SQLAlchemy Model
  • app/routes/user_preferences.py — User Preferences API Router
  • alembic/versions/0028_user_preferences.py — Migration
  • frontend/src/api/userPreferences.ts — Frontend API module
  • frontend/src/hooks/useUserPreferences.ts — useUserPreferencesSync hook
  • frontend/src/api/workflows.ts — Workflow API frontend module
  • frontend/src/api/__tests__/workflows.test.ts — Workflow API tests
  • tests/test_user_preferences.py — User preferences backend tests
  • tests/test_api_audit.py — API audit tests

Modifizierte Dateien Phase 5 Batch 1

  • app/main.py — user_preferences router import + include_router
  • app/routes/__init__.py — user_preferences import
  • app/core/permission_registry.py — user_preferences:read/write permissions
  • app/core/permissions.py — user_preferences in legacy role permissions
  • tests/conftest.py — UserPreference model import + Contact seed fix (industry field)
  • frontend/src/i18n/locales/de.json — userPreferences i18n
  • frontend/src/i18n/locales/en.json — userPreferences i18n

Phase 5 Batch 2: Playwright E2E Tests

Task Status Datum Notiz
5.4 ✅ done 2026-07-23 Playwright Setup: @playwright/test devDependency, playwright.config.ts (chromium, webServer, baseURL), e2e/helpers.ts mit Login/API-Mock/Fixtures
5.5 ✅ done 2026-07-23 auth.spec.ts: Login-Form rendered, successful login redirect, invalid credentials error, logout button, protected route redirect
5.6 ✅ done 2026-07-23 contact-crud.spec.ts: Company erstellen, Detail anzeigen+edit, Ansprechpartner hinzufügen, Kontakt löschen
5.7 ✅ done 2026-07-23 search.spec.ts: Search page rendered, search by contact name, grouped tabs, empty query, topbar search dropdown
5.8 ✅ done 2026-07-23 plugin-toggle.spec.ts: Settings plugins page, activate inactive plugin, deactivate active plugin, refresh button, install section
5.9 ✅ done 2026-07-23 mail.spec.ts: Mail page folder tree, mail list, open mail detail, mail settings add account form
5.10 ✅ done 2026-07-23 dms.spec.ts: DMS page source tree+explorer, create folder, upload section, file preview modal, share dialog
5.11 ✅ done 2026-07-23 calendar.spec.ts: Calendar page tree+view, create appointment, switch views (month/week/day), calendar tree, kanban columns, entry detail

Phase 5 Batch 2 Gesamt: ✅ Complete

Verifikation Phase 5 Batch 2

  • TSC: 0 neue errors (nur 2 pre-existing Dms.tsx onRangeSelect errors) ✅
  • 8 E2E spec files mit realistischen User-Workflows ✅
  • playwright.config.ts mit chromium project, webServer, trace/screenshot/video ✅
  • e2e/helpers.ts mit setupApiMocks (alle API endpoints gemockt), login/logout helpers, mock data fixtures ✅
  • test.describe Gruppierung + beforeEach Login-Setup in allen specs ✅
  • data-testid Attribute aus bestehenden Komponenten verwendet ✅
  • page.goto, page.locator, expect von @playwright/test ✅
  • Tests für CI/CD geschrieben (können nicht im Container laufen, kein PostgreSQL/Redis) ✅

Neue Dateien Phase 5 Batch 2

  • frontend/playwright.config.ts — Playwright Konfiguration
  • frontend/e2e/helpers.ts — Test-Helper (Login, API-Mocks, Fixtures)
  • frontend/e2e/auth.spec.ts — Auth E2E Tests
  • frontend/e2e/contact-crud.spec.ts — Contact CRUD E2E Tests
  • frontend/e2e/search.spec.ts — Search E2E Tests
  • frontend/e2e/plugin-toggle.spec.ts — Plugin Toggle E2E Tests
  • frontend/e2e/mail.spec.ts — Mail E2E Tests
  • frontend/e2e/dms.spec.ts — DMS E2E Tests
  • frontend/e2e/calendar.spec.ts — Calendar E2E Tests

Modifizierte Dateien Phase 5 Batch 2

  • frontend/package.json — @playwright/test devDependency + e2e scripts

Phase 5 Batch 3 (Tasks 5.12-5.15) — ✅ Complete

Task Status Datum Beschreibung
5.12 ✅ done 2026-07-23 API-Health-Check-Script (scripts/ai_health_check.py) — enumeriert 295 API-Routen, probt GET-Endpoints mit Auth-Token, JSON/CSV-Report, Exit-Codes
5.13 ✅ done 2026-07-23 CI/CD-Pipeline-Script (scripts/ai_deploy.py) — Build (docker/npm), Tests (pytest+vitest), Deploy (Coolify API), Rollback bei Fehler, --dry-run/--skip-tests/--skip-build
5.14 ✅ done 2026-07-23 API-Dokumentation vervollständigt — OpenAPI tags mit Beschreibungen (36 Tags), response_model für auth/health/users/notifications/system-settings, Pydantic examples, docs/api-documentation.md (500 Zeilen, 295 Endpoints)
5.15 ✅ done 2026-07-23 Automatisiertes Backup-System — scripts/backup.py (pg_dump+file backup, retention policy, notification), scripts/restore.py, system_notif plugin erweitert (backup.completed/failed events), backup config in system_settings

Verifikation Phase 5 Batch 3

  • TSC: 0 neue errors (nur 2 pre-existing Dms.tsx onRangeSelect errors) ✅
  • 42 neue Tests alle passing ✅
  • Alle Scripts ausführbar (chmod +x) ✅
  • argparse für CLI-Argumente ✅
  • httpx für HTTP-Calls ✅
  • Keine .env committet ✅
  • Bestehende Patterns verwendet (APIRouter, Pydantic, sys.path.insert) ✅

Neue Dateien Phase 5 Batch 3

  • scripts/ai_health_check.py — API Health Check Script (ausführbar)
  • scripts/ai_deploy.py — CI/CD Deploy Script (ausführbar)
  • scripts/backup.py — Automated Backup Script (ausführbar)
  • scripts/restore.py — Restore Script (ausführbar)
  • docs/api-documentation.md — Vollständige API-Dokumentation (295 Endpoints, 30 Tag-Gruppen)
  • tests/test_ai_health_check.py — 7 Tests für Health Check
  • tests/test_ai_deploy.py — 11 Tests für Deploy Script
  • tests/test_api_documentation.py — 8 Tests für API-Dokumentation
  • tests/test_backup_restore.py — 16 Tests für Backup/Restore

Modifizierte Dateien Phase 5 Batch 3

  • app/main.py — OpenAPI tags (36 Tags mit Beschreibungen), app description
  • app/routes/auth.py — response_model für login/logout/me (AuthResponse, MessageResponse)
  • app/routes/health.py — response_model HealthResponse
  • app/routes/notifications.py — response_model UnreadCountResponse für unread-count
  • app/routes/users.py — response_model für list/create/get (PaginatedUsers, UserResponse)
  • app/routes/system_settings.py — response_model SystemSettingsResponse für GET/PUT
  • app/schemas/auth.py — Field examples für LoginRequest, AuthResponse
  • app/schemas/user.py — Field examples für UserCreate
  • app/schemas/system_settings.py — Backup config fields (backup_interval, backup_retention_days, backup_destination)
  • app/plugins/builtins/ai_ui_control/routes.py — tags=["ai-ui-control"] hinzugefügt
  • app/plugins/builtins/system_notif/plugin.py — backup.completed/failed events + handler methods

Phase 5 Batch 3 Gesamt: ✅ Complete

Phase 5 Batch 4: MCP Server & Client Integration (Tasks 5.16-5.17) ✅

Task 5.16: MCP-Server Integration (10h) ✅

LeoCRM als MCP-Server: Externe Tools (Claude Desktop, andere KI-Clients) können auf LeoCRM-Daten zugreifen.

Neues Plugin app/plugins/builtins/mcp_server/:

  • plugin.py — PluginManifest (name='mcp_server', dependencies=['permissions'], permissions=['mcp:read','mcp:write'])
  • routes.py — 3 Endpoints:
    • GET /api/v1/mcp/tools — Listet alle 9 MCP-Tools mit Schema
    • POST /api/v1/mcp/tools/{tool_name}/execute — Führt MCP-Tool aus (mit RBAC)
    • GET /api/v1/mcp/config — MCP-Server-Konfiguration für externe Clients
  • tool_definitions.py — 9 MCP-Tool-Definitionen:
    • search_contacts — Kontakte durchsuchen (query, limit)
    • get_contact — Kontakt Details abrufen (contact_id)
    • create_contact — Neuen Kontakt erstellen (name, email, phone, type)
    • list_calendar_entries — Kalendereinträge auflisten (date_from, date_to)
    • create_calendar_entry — Termin erstellen (title, start, end)
    • list_emails — E-Mails auflisten (folder, limit)
    • send_email — E-Mail senden (to, subject, body)
    • list_files — DMS-Dateien auflisten (folder_id)
    • upload_file — Datei hochladen (filename, content_base64)
  • schemas.py — Pydantic schemas (McpToolDefinition, McpToolExecuteRequest/Response, McpServerConfig)
  • migrations/0001_initial.sql — Stateless plugin (no tables needed)
  • Auth: Session-based auth + RBAC permission check per tool

Frontend:

  • frontend/src/api/mcp.ts — API client with React Query hooks (useMcpTools, useMcpConfig, useExecuteMcpTool)
  • frontend/src/pages/SettingsMcp.tsx — MCP Settings page with tool listing, execution UI, and server config
  • frontend/src/routes/index.tsx — Added /settings/mcp route
  • frontend/src/pages/Settings.tsx — Added MCP nav item
  • i18n: de.json + en.json updated with mcp.server.* and mcp.client.* keys

Tests: tests/test_mcp_server.py — 7 tests (all passing)

  • AC1: List MCP tools (9 tools)
  • AC2: Get MCP config
  • AC3: Execute search_contacts
  • AC4: Non-existent tool returns 404
  • AC5: Tool definitions schema validation
  • AC6: Unauthorized access rejected
  • AC7: Execute create_contact

Task 5.17: MCP-Client Integration (6h) ✅

LeoCRM-Agenten können externe MCP-Server nutzen (Web-Search, Code-Execution, externe Datenquellen).

Neues Plugin app/plugins/builtins/mcp_client/:

  • plugin.py — PluginManifest (name='mcp_client', dependencies=['permissions'], permissions=['mcp-client:read','mcp-client:write','mcp-client:admin'])
  • models.py — McpServerConfig Model (name, url, api_token, enabled, tenant_id) mit TenantMixin
  • routes.py — CRUD + tool execution:
    • GET /api/v1/mcp-client/servers — List server configs
    • POST /api/v1/mcp-client/servers — Create server config
    • PATCH /api/v1/mcp-client/servers/{id} — Update server config
    • DELETE /api/v1/mcp-client/servers/{id} — Delete server config
    • GET /servers/{id}/tools — List tools from external server
    • POST /servers/{id}/execute — Execute tool on external server
  • schemas.py — Pydantic schemas (McpServerConfigCreate/Update/Response, McpServerToolsResponse, McpServerExecuteRequest/Response)
  • client.py — Async MCP client using httpx (list_tools, execute_tool, health_check)
  • tool_registry_integration.py — Integriert externe MCP-Tools in ai_assistant tool_registry
    • sync_external_tools() — Fetches tools from all enabled servers and registers them
    • unregister_all_external_tools() — Cleanup
    • Tool naming: mcp__{server}__{tool}
  • migrations/0001_initial.sql — mcp_server_configs table

Frontend:

  • frontend/src/api/mcpClient.ts — API client with React Query hooks (useMcpServers, useCreateMcpServer, useUpdateMcpServer, useDeleteMcpServer, useMcpServerTools)
  • MCP Client settings UI in SettingsMcp.tsx (server CRUD, tool viewing)
  • i18n entries for mcp.client.*

Tests: tests/test_mcp_client.py — 8 tests (all passing)

  • AC1: List servers (empty)
  • AC2: Create server config
  • AC3: Update server config
  • AC4: Delete server config
  • AC5: List servers after creating
  • AC6: Unauthorized access rejected
  • AC7: Execute on non-existent server returns 404
  • AC8: Tool registry integration verification

Verifikation

  • Alle 15 Tests passing (7 + 8)
  • TSC: 0 neue Errors (nur pre-existing Dms.tsx errors)
  • 2 Commits mit klaren Messages
  • TenantMixin für McpServerConfig verwendet
  • RBAC (require_permission) auf allen API-Routes
  • i18n (de.json, en.json) aktualisiert
  • Keine .env committet
  • Bestehende Patterns verwendet (apiClient, React Query hooks, PluginManifest)

Phase 5 Batch 4 Gesamt: ✅ Complete

Phase 5 Batch 5: Report Generator PDF-Support & Frontend (Tasks 5.18-5.19)

Task 5.18: Report Generator: PDF-Support & Druck-Funktionen ✅

Backend:

  • WeasyPrint 69.0 installiert in /opt/venv
  • 5 Jinja2 HTML-Templates erstellt in app/plugins/builtins/report_generator/templates/:
    • contact_list.html.j2 — Kontaktliste (Name, E-Mail, Telefon, Typ, Firma)
    • calendar_week.html.j2 — Wochenkalender (Tage × Stunden Grid)
    • calendar_month.html.j2 — Monatskalender (Grid mit Terminen)
    • company_list.html.j2 — Firmenliste (Name, Adresse, Ansprechpartner)
    • audit_log.html.j2 — Audit-Log (Timestamp, User, Action, Entity)
    • Alle Templates: A4 Landscape, @media print CSS, Seitenränder, Seitenzahlen
  • schemas.py erweitert: output_format um pdf und print ergänzt
    • PresetReportRequest und PresetReportInfo Schemas hinzugefügt
    • ReportGenerateRequest um optionales output_format erweitert
  • pdf_generator.py erstellt: Jinja2 + WeasyPrint Pipeline
    • render_template_file() — File-basierte Templates
    • render_template_string() — User-defined Templates
    • generate_pdf() / generate_print_pdf() — WeasyPrint PDF-Generierung
    • generate_preset_report() — Preset-spezifische Generierung (PDF/CSV/Excel/JSON)
    • generate_pdf_from_template_content() — User-template Generierung
    • PRESET_META — Metadaten für 5 Preset-Berichte
  • routes.py modifiziert:
    • GET /presets — Listet alle Preset-Berichte
    • POST /presets/generate — Generiert Preset-Bericht (StreamingResponse)
    • POST /generate — Generiert User-Template-Bericht (StreamingResponse)
    • Alle Endpunkte mit RBAC (require_permission: reports:read, reports:generate, reports:manage_templates)
    • Generate-Endpunkte returnieren Datei direkt als StreamingResponse
  • plugin.py permissions auf Colon-Format aktualisiert (reports:read, reports:generate, reports:manage_templates)

Tests: tests/test_report_generator.py — 7 Tests (all passing)

  • test_list_presets: GET /presets returns 5 presets
  • test_generate_preset_pdf: PDF generation with valid %PDF- header
  • test_generate_preset_csv: CSV generation with correct content
  • test_create_and_generate_pdf_template: Template CRUD + PDF generation
  • test_output_format_validation: Invalid format rejected (422)
  • test_unauthenticated_access_blocked: 401 without auth
  • test_viewer_cannot_manage_templates: RBAC 403 for viewer role

Task 5.19: Report Generator: Frontend-Oberfläche ✅

Frontend:

  • frontend/src/api/reports.ts — React Query hooks:
    • useReportTemplates, useReportTemplate, useCreateReportTemplate, useUpdateReportTemplate, useDeleteReportTemplate
    • useReportPresets, useGenerateReport, useGeneratePresetReport
    • downloadBlob() Helper für Browser-Download
  • frontend/src/pages/Reports.tsx — 3-Spalten Layout:
    • Links: Template-Liste mit New/Delete Buttons
    • Mitte: Template-Editor (Name, Output-Format, Jinja2 Code Textarea)
    • Rechts: Generate-Panel (JSON Data Input, Generate Button)
    • Oben: Preset Quick-Action Buttons (PDF/Print/CSV/Excel pro Preset)
    • Unten: Download-History
  • Route /reports in index.tsx registriert (lazy-loaded)
  • i18n Keys in de.json und en.json (reports.* Sektion + nav.reports)

Tests: frontend/src/pages/__tests__/Reports.test.tsx — 5 Tests (all passing)

  • renders page with preset quick actions
  • displays templates in template list
  • clicking new template shows editor
  • selecting a template loads it into editor
  • shows download history section

Verifikation

  • Alle 12 Tests passing (7 backend + 5 frontend)
  • TSC: 0 neue Errors (2 pre-existing Dms.tsx errors)
  • 2 Commits mit klaren Messages
  • RBAC (require_permission) auf allen API-Routes
  • i18n (de.json, en.json) aktualisiert
  • Keine .env committet
  • Bestehende Patterns verwendet (apiClient, React Query hooks, lazy-loaded pages)

Phase 5 Batch 5 Gesamt: ✅ Complete

Phase 5 Batch 6a (Tasks 5.20-5.22) — ✅ Complete

Task 5.20: Custom Fields — Plugin-Felder in UI (6h)

Backend:

  • app/plugins/manifest.py — CustomFieldDefinition model (name, label, label_key, field_type, options, default_value, required, entity) + custom_fields field on PluginManifest
  • app/routes/custom_fields.py — GET/PATCH /api/v1/contacts/{id}/custom-fields routes
    • Merges plugin-defined field definitions with stored values from contacts.custom JSONB
    • Validates required fields, select/multiselect options
    • RBAC: contacts:read / contacts:write
  • app/plugins/registry.py — get_active_manifests now includes custom_fields in response

Frontend:

  • frontend/src/api/customFields.ts — useCustomFields, useUpdateCustomFields React Query hooks
  • frontend/src/components/contacts/CustomFieldRenderer.tsx — renders fields by type (text/number/date/select/multiselect/boolean) in read + edit modes
  • Integrated into ContactDetail (read-only) and ContactEditModal (editable with save logic)
  • frontend/src/store/pluginStore.ts — PluginCustomFieldDefinition interface + getCustomFieldsForEntity selector

Tests:

  • tests/test_custom_fields.py — 9 tests (GET/PATCH/manifest validation)
  • frontend/src/__tests__/CustomFieldRenderer.test.tsx — 5 tests (read/edit/multiselect/empty)

Task 5.21: Tasks-Plugin (12h)

Backend:

  • New plugin app/plugins/builtins/tasks/ with full structure:
    • plugin.py — PluginManifest (name='tasks', dependencies=['permissions'], permissions=['tasks:read/write/delete'])
    • models.py — Task model with TenantMixin (title, description, status, priority, due_date, assigned_to, contact_id)
    • schemas.py — Pydantic schemas for CRUD + assign + status
    • routes.py — CRUD endpoints: GET/POST /tasks, GET/PATCH/DELETE /tasks/{id}, POST /tasks/{id}/assign, POST /tasks/{id}/status
    • services.py — Business logic with filtering, pagination, soft-delete
    • migrations/0001_initial.sql — Creates tasks table with indexes
    • jobs.py — ARQ tasks_due_reminder cron job (daily 8:00) sends notifications for due tasks
  • Registered in app/core/worker.py (functions + cron_jobs)
  • Registered in tests/conftest.py

Frontend:

  • frontend/src/api/tasks.ts — Full React Query hooks (useTasks, useTask, useCreateTask, useUpdateTask, useDeleteTask, useAssignTask, useUpdateTaskStatus)
  • frontend/src/pages/Tasks.tsx — Task list with filter (status/priority/search), create/edit modal, detail modal, pagination
  • Route /tasks in routes/index.tsx (lazy-loaded)
  • Sidebar entry via plugin manifest menu_items
  • i18n keys for nav.tasks and tasks.* in de.json and en.json

Tests:

  • tests/test_tasks.py — 11 tests (list/create/update/status/delete + auth + validation)
  • frontend/src/__tests__/Tasks.test.tsx — 3 tests (render/list/create modal)

Task 5.22: Saved Searches / Smart Lists (6h)

Backend:

  • app/models/saved_filter.py — SavedFilter model with TenantMixin (name, entity_type, filter_criteria JSONB, user_id)
  • app/routes/saved_filters.py — GET/POST /saved-filters, DELETE /saved-filters/{id} with RBAC
  • alembic/versions/0029_saved_filters.py — Migration creates saved_filters table
  • Registered in app/main.py and tests/conftest.py

Frontend:

  • frontend/src/api/savedFilters.ts — useSavedFilters, useCreateSavedFilter, useDeleteSavedFilter hooks
  • frontend/src/components/SavedFilters.tsx — Filter-builder UI with save button, load saved filters as tabs, delete
  • Integrated into ContactsListPage as example (saves search/type/sort criteria)
  • i18n keys for savedFilters.* in de.json and en.json

Tests:

  • tests/test_saved_filters.py — 9 tests (list/create/delete + auth + validation + duplicate)
  • frontend/src/__tests__/SavedFilters.test.tsx — 3 tests (render/save modal/load filter)

Verifikation

  • TSC: 0 neue Errors (2 pre-existing Dms.tsx errors)
  • 3 Commits mit klaren Messages
  • Mindestens 3 Tests pro Task (9+11+9 backend, 5+3+3 frontend)
  • RBAC (require_permission) auf allen API-Routes
  • TenantMixin auf allen neuen DB-Models
  • i18n (de.json, en.json) aktualisiert
  • Keine .env committet
  • Bestehende Patterns verwendet (apiClient, React Query hooks, lazy-loaded pages, Zustand stores)
  • 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

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