- Removed opportunity detail page route from views.py.
- Deleted opportunity_service.py as it is no longer needed.
- Updated router.py to seed new setting for case_type_module_defaults.
- Enhanced settings.html to include standard modules per case type with UI for selection.
- Implemented JavaScript functions to manage case type module defaults.
- Added RelationService for handling case relations with a tree structure.
- Created migration scripts (128 and 129) for new pipeline fields and descriptions.
- Added script to fix relation types in the database.
- Implement SmsService class for sending SMS via CPSMS API.
- Add SMS sending functionality in the frontend with validation and user feedback.
- Create database migrations for SMS message storage and telephony features.
- Introduce telephony settings and user-specific configurations for click-to-call functionality.
- Enhance user experience with toast notifications for incoming calls and actions.
- Updated dashboard stats to include new customer counts and trends, ticket counts, hardware counts, and revenue growth percentages.
- Added a new endpoint for fetching upcoming reminders for the dashboard calendar widget.
- Improved recent activity fetching to include recent tickets and cases.
- Enhanced frontend with modern styling for dashboard components, including stat cards and activity feed.
- Implemented loading states and error handling for stats, activity, and reminders in the frontend.
- Refactored HTML structure for better organization and responsiveness.
feat(hardware): support for new hardware_assets table in contact hardware listing
- Modified the endpoint to list hardware by contact to support both new hardware_assets and legacy hardware tables.
- Merged results from both tables, prioritizing the new hardware_assets table for better data accuracy.
style(eset_import): improve device display options in ESET import template
- Added toggle functionality for switching between tablet view and table view for device listings.
- Enhanced the layout and visibility of device cards and tables for better user experience.
- Added a button to sync ESET data in the hardware detail view.
- Introduced a new tab for ESET specifications, displaying relevant device information.
- Included ESET UUID and group details in the hardware information section.
- Implemented a JavaScript function to handle ESET data synchronization via API.
- Updated the ESET import template to improve device listing and inline contact selection.
- Enhanced the Nextcloud and locations routers to support customer ID resolution from contacts.
- Added utility functions for retrieving customer IDs linked to contacts.
- Removed debug information from the service contract wizard for cleaner output.
- Added ESET sync functionality to periodically fetch devices and incidents.
- Created new ESET service for API interactions, including authentication and data retrieval.
- Introduced new database tables for storing ESET incidents and hardware contacts.
- Updated hardware assets schema to include ESET-specific fields (UUID, specs, group).
- Developed frontend templates for ESET overview, import, and testing.
- Enhanced existing hardware creation form to auto-generate AnyDesk links.
- Added global logout functionality to clear user session data.
- Improved error handling and logging for ESET API interactions.
- Created migration scripts for AnyDesk sessions and hardware assets.
- Implemented apply_migration_115.py to execute migration for AnyDesk sessions.
- Added set_customer_wiki_slugs.py script to update customer wiki slugs based on a predefined folder list.
- Developed run_migration.py to apply AnyDesk migration schema.
- Added tests for Service Contract Wizard to ensure functionality and dry-run mode.
feat: Update frontend navigation and links for support and CRM sections
fix: Modify subscription listing and stats endpoints to support 'all' status
feat: Implement subscription status filter in the subscriptions list view
feat: Redirect ticket routes to the new sag path
feat: Integrate devportal routes into the main application
feat: Create a wizard for location creation with nested floors and rooms
feat: Add product suppliers table to track multiple suppliers per product
feat: Implement product audit log to track changes in products
feat: Extend location types to include kantine and moedelokale
feat: Add last_2fa_at column to users table for 2FA grace period tracking
- Implemented frontend views for products and subscriptions using FastAPI and Jinja2 templates.
- Created API endpoints for managing subscriptions, including creation, listing, and status updates.
- Added HTML templates for displaying active subscriptions and their statistics.
- Established database migrations for sag_subscriptions, sag_subscription_items, and products, including necessary indexes and triggers for automatic subscription number generation.
- Introduced product price history tracking to monitor changes in product pricing.
- Added views for listing fixed-price agreements, displaying agreement details, and a reporting dashboard.
- Created HTML templates for listing, detailing, and reporting on fixed-price agreements.
- Introduced API endpoint to fetch active customers for agreement creation.
- Added migration scripts for creating necessary database tables and views for fixed-price agreements, billing periods, and reporting.
- Implemented triggers for auto-generating agreement numbers and updating timestamps.
- Enhanced ticket management with archived ticket views and filtering capabilities.
- Implemented user notification preferences table for managing default notification settings.
- Created sag_reminders table to define reminder rules with various trigger types and recipient configurations.
- Developed sag_reminder_queue for processing reminder events triggered by status changes or scheduled times.
- Added sag_reminder_logs to track reminder notifications and user interactions.
- Introduced frontend notification system using Bootstrap 5 Toast for displaying reminders.
- Created email template for sending reminders with case details and action links.
- Implemented rate limiting for user notifications to prevent spamming.
- Added triggers and functions for automatic updates and reminder processing.
- Added ContactCompanyLink model for linking contacts to companies with primary role handling.
- Implemented endpoint to link contacts to companies, including conflict resolution for existing links.
- Updated auth service to support additional password hashing schemes.
- Improved sag creation and update processes with new fields and validation for status.
- Enhanced UI for user and group management, including modals for group assignment and permissions.
- Introduced new product catalog and improved sales item structure for better billing and aggregation.
- Added recursive aggregation logic for financial calculations in cases.
- Implemented strict status lifecycle for billing items to prevent double-billing.
- Created a new SQL migration for the sag_salgsvarer table to manage sales and purchase items.
- Implemented a new HTML template for the Varekøb & Salg module, including summary cards and tables for sales and purchases.
- Added JavaScript functions for loading and rendering order data dynamically.
- Introduced a new backend search module for customers, contacts, hardware, and locations with autocomplete functionality.
- Developed an email templates API for managing system and customer-specific email templates.
- Created multiple migrations for Nextcloud instances, cache, audit logs, email templates, sag comments, hardware locations, and billing methods.
- Enhanced the sag module with solutions, order lines, work types, and 2FA support for user authentication.
- Updated index.html to extend base template and improve structure.
- Added new styles and search/filter functionality in the Sager list view.
- Created a backup of the old index.html as index_old.html.
- Updated navigation links in base.html for consistency.
- Included new dashboard API router in main.py.
- Added test scripts for customer and sag queries to validate database interactions.
- Updated the case list endpoint to handle filtering and error logging more effectively.
- Changed the template directory structure for better organization.
- Enhanced the case detail view with improved error handling and customer information retrieval.
- Redesigned the index.html template to include a more modern layout and responsive design using Bootstrap.
- Implemented dark mode toggle functionality and improved search/filter capabilities in the frontend.
- Removed unused code and optimized existing JavaScript for better performance.
- Implement test script for new SAG module endpoints BE-003 (Tag State Management) and BE-004 (Bulk Operations).
- Create test cases for creating, updating, and bulk operations on cases and tags.
- Add a test for module deactivation to ensure data integrity is maintained.
- Include setup and teardown for tests to clear database state before and after each test.
- Added backend API routes for case management including listing, creating, updating, and deleting cases.
- Implemented relations and tags functionality for cases.
- Created frontend views for displaying case lists and details with filtering options.
- Added database migration scripts to set up necessary tables and indexes.
- Included HTML templates for case listing and detail views with responsive design.
- Configured module metadata in module.json for integration.
- Updated migrations.html to detect production environment and use podman/docker accordingly
- Added container runtime info to settings page
- Updated VERSION to 2.1.1
- Implemented a new endpoint for searching webshop products with filters for visibility and configuration.
- Enhanced the webshop frontend to include a customer search feature for improved user experience.
- Added opportunity line items management with CRUD operations and comments functionality.
- Created database migrations for opportunity line items and comments, including necessary triggers and indexes.
v1.3.148:
- Fixed JavaScript error: matrixHtml is not defined
- Removed duplicate table population code
- bodyRows.innerHTML already contains the matrix HTML
v1.3.147:
- Changed from /customers/{id}/invoices/sent (404) to /invoices/drafts
- Fetch all drafts, then filter by customer number
- Apply date filter ONLY on customer invoices (fixes bug)
- Proper order: fetch all -> filter customer -> filter date
v1.3.146:
- Changed to /customers/{customerNumber}/invoices/sent
- More direct approach - fetches only that customer's invoices
- Removed unnecessary customer filtering step
- Still applies 13-month date filter
v1.3.145:
- CRITICAL FIX: Date filter was running on all invoices
- Now correctly filters customer_invoices by date
- Prevents showing other customers' invoices
v1.3.143:
- Check drafts, booked, paid, unpaid endpoints
- Deduplicate invoices by invoice number
- Pagination support for each endpoint
- Filter by customer + 13 months date after fetching
v1.3.142:
- Changed from /invoices/sent to /invoices/drafts
- /drafts contains most active invoices (29 vs 0 in /sent)
- Still applies pagination and 13-month filter
v1.3.141:
- Removed unsupported customer filter from API params
- Fetch all invoices from /invoices/sent with pagination
- Filter by customer number in code
- Apply 13-month date filter after customer filter
v1.3.140:
- Use /invoices/sent endpoint with customer.customerNumber filter
- More efficient: only fetch invoices for specific customer
- Apply 13-month date filter after fetching
- Simplified endpoint logic (single endpoint vs 8 endpoints)
v1.3.139:
- Removed date filter from API params (causes 404 on some endpoints)
- Apply 13-month filter in code after fetching invoices
- Parse invoice dates and filter >= start_date
- More reliable filtering across all e-conomic endpoints
v1.3.138:
- Fixed ValueError: month must be in 1..12
- Use python-dateutil for proper month arithmetic
- Uses relativedelta for correct 13 month calculation
v1.3.136:
- Changed filter from 365 days to exactly 12 months
- Uses 1st day of the month 12 months ago
- Example: Jan 27, 2026 -> fetches from Feb 1, 2025
v1.3.135:
- Added date filter to e-conomic API (only fetch invoices from last year)
- Implemented product search in billing matrix
- Shows/hides search field based on product count
- Real-time filtering with clear button
- Parse 'periode/abonnement' from line description
- Broaden invoice title fields used for period detection
- Prefer line period over invoice period
- Improve month assignment accuracy
- Group identical product lines on same row
- Parse month from invoice title/notes (e.g., 'Periode May 2025')
- Assign lines to correct month from title
- Sum amounts per month and merge statuses
- Generate all 12 months automatically (last 12 months from today)
- Display empty cells with 'missing' status for months without invoices
- Makes it easy to spot billing gaps
- Empty cells show 0 kr and null invoice_number
- New SubscriptionMatrixService for billing matrix generation
- Products grouped by product number with monthly aggregation
- Support for archived, draft, sent, booked, paid, unpaid invoices
- Fixed amount calculation with fallback logic (grossAmount, unitNetPrice)
- Status mapping based on invoice type (draft, invoiced, paid)
- Frontend tab on customer detail page with dynamic table rendering
- Fixed Blåhund customer economic number linking
- Added views for webshop admin interface using FastAPI and Jinja2 templates.
- Created initial SQL migration for webshop configurations, products, orders, and order items.
- Defined module metadata in module.json for webshop.
- Implemented HTML template for the webshop index page.
- Documented frontend requirements and API contracts in WEBSHOP_FRONTEND_PROMPT.md.
- Introduced scripts for generating conversation summaries and testing Whisper capabilities.
- Added `transcription_service.py` to handle audio transcription via Whisper API.
- Integrated logging for transcription processes and error handling.
- Supported audio format checks based on configuration settings.
docs: Create Ordre System Implementation Plan
- Drafted comprehensive implementation plan for e-conomic order integration.
- Outlined business requirements, database changes, backend and frontend implementation details.
- Included testing plan and deployment steps for the new order system.
feat: Add AI prompts and regex action capabilities
- Created `ai_prompts` table for storing custom AI prompts.
- Added regex extraction and linking action to email workflow actions.
feat: Introduce conversations module for transcribed audio
- Created `conversations` table to store transcribed conversations with relevant metadata.
- Added indexing for customer, ticket, and user linkage.
- Implemented full-text search capabilities for Danish language.
fix: Add category column to conversations for classification
- Added `category` column to `conversations` table for better conversation classification.
- Added hub_customer_id to TModuleApprovalStats for better tracking.
- Introduced TModuleWizardEditRequest for editing time entries, allowing updates to description, hours, and billing method.
- Implemented approval and rejection logic for Hub Worklogs, including handling negative IDs.
- Created a new endpoint for updating entry details, supporting both Hub Worklogs and Module Times.
- Updated frontend to include an edit modal for time entries, with specific fields for Hub Worklogs and Module Times.
- Enhanced customer statistics retrieval to include pending counts from Hub Worklogs.
- Added migrations for ticket enhancements, including new fields and constraints for worklogs and prepaid cards.
- Implemented a new simplified time tracking wizard (wizard2) for approval processes.
- Added a registrations view to list all time tracking entries.
- Enhanced the existing wizard.html to include a billable checkbox for entries.
- Updated JavaScript logic to handle billable state and travel status for time entries.
- Introduced a cleanup step in the deployment script to remove old images.
- Created a new HTML template for registrations with filtering and pagination capabilities.
- Added CustomerConsistencyService to compare and sync customer data.
- Introduced new API endpoints for data consistency checks and field synchronization.
- Enhanced customer detail page with alert for discrepancies and modal for manual syncing.
- Updated vTiger and e-conomic services to support fetching and updating customer data.
- Added configuration options for enabling/disabling sync operations and automatic checks.
- Implemented data normalization and error handling for robust comparisons.
- Documented the new system and its features in DATA_CONSISTENCY_SYSTEM.md.
- Added new columns to supplier_invoice_lines for contra_account, line_purpose, resale_customer_id, resale_order_number, is_invoiced_to_customer, and invoiced_date.
- Created indexes for faster filtering by purpose and resale status.
- Introduced economic_accounts table to cache e-conomic chart of accounts with relevant fields and indexes.
- Added comments for documentation on new columns and tables.
- Included success message for migration completion.
- Added PostgreSQL client installation to Dockerfile for database interactions.
- Updated BackupScheduler to manage both backup jobs and email fetching jobs.
- Implemented email fetching job with logging and error handling.
- Enhanced the frontend to display scheduled jobs, including email fetch status.
- Introduced email upload functionality with drag-and-drop support and progress tracking.
- Added import_method tracking to email_messages for better source identification.
- Updated email parsing logic for .eml and .msg files, including attachment handling.
- Removed obsolete email scheduler service as functionality is integrated into BackupScheduler.
- Updated requirements for extract-msg to the latest version.
- Created migration script to add import_method column to email_messages table.
