Agent Zero
b15a62bec6
- Removed: app/routes/companies.py, app/services/company_service.py, app/models/company.py, app/schemas/company.py - Updated: main.py, routes/__init__.py, models/__init__.py (removed company imports) - Updated: action_mapper.py (company intents → contact intents, /api/v1/companies → /api/v1/contacts) - Updated: workflows/engine.py (company.created → contact.created) - Updated: worker.py (removed index_company) - Updated: roles.py, permission_registry.py, permissions.py, deps.py (companies: → contacts:) - Updated: permission_registry.py CORE_FIELD_DEFINITIONS (old field names → unified contact fields) - Updated: address model/schema/service (entity_type company → contact only) - Updated: ai_copilot_service.py (_exec_companies removed, _exec_contacts extended) - Updated: ai_proactive services/jobs/context_tools (Company → Contact, company_contacts → contact_persons) - Updated: unified_search jobs.py (removed index_company), query_understanding.py - Updated: calendar/models.py, addresses.py docstrings - Updated: conftest.py (Company → Contact, removed companies/company_contacts from TRUNCATE) - Updated: test_unified_search.py (index_company → index_contact)
7.7 KiB
7.7 KiB
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)