- Added EconomicService.search_customer_by_name() method
- Added GET /api/v1/customers/{id}/search-economic endpoint
- Returns matching e-conomic customers by name (partial match)
- Helps find economic customer number for customers without CVR
- Shows customerNumber, name, CVR, email, city in results
docs: Create vTiger & Simply-CRM integration setup guide with credential requirements
feat: Implement ticket system enhancements including relations, calendar events, templates, and AI suggestions
refactor: Update ticket system migration to include audit logging and enhanced email metadata
- Added migration 025 for the Ticket System, creating tables for tickets, comments, attachments, worklogs, prepaid cards, and audit logs.
- Introduced migration 026 to add ticket-related permissions to the auth system and assign them to user groups.
- Developed a test suite for the Ticket Module, validating database schema, ticket number generation, prepaid card constraints, service logic, worklog creation, audit logging, and views.
- Added Email Workflow System with automated actions based on email classification.
- Created database schema with tables for workflows, executions, and actions.
- Developed API endpoints for CRUD operations on workflows and execution history.
- Included pre-configured workflows for invoice processing, time confirmation, and bankruptcy alerts.
- Introduced user guide and workflow system improvements for better usability.
- Implemented backup system for automated backup jobs and notifications.
- Established email activity log to track all actions and events related to emails.
- Added a new column `subscriptions_locked` to the `customers` table to manage subscription access.
- Implemented a script to create new modules from a template, including updates to various files (module.json, README.md, router.py, views.py, and migration SQL).
- Developed a script to import BMC Office subscriptions from an Excel file into the database, including error handling and statistics reporting.
- Created a script to lookup and update missing CVR numbers using the CVR.dk API.
- Implemented a script to relink Hub customers to e-conomic customer numbers based on name matching.
- Developed scripts to sync CVR numbers from Simply-CRM and vTiger to the local customers database.
- Added a new VTigerService class for handling API interactions with vTiger CRM.
- Implemented methods to fetch customer subscriptions and sales orders.
- Created a new database migration for BMC Office subscriptions, including table structure and view for totals.
- Enhanced customer detail frontend to display subscriptions and sales orders with improved UI/UX.
- Added JavaScript functions for loading and displaying subscription data dynamically.
- Created tests for vTiger API queries and field inspections to ensure data integrity and functionality.
- Added FastAPI router for serving email management UI at /emails
- Created Jinja2 template for the email frontend
- Developed SimpleEmailClassifier for keyword-based email classification
- Documented email UI implementation details, features, and API integration in EMAIL_UI_IMPLEMENTATION.md
- Added EmailProcessorService to orchestrate email workflow: fetching, saving, classifying, and matching rules.
- Introduced EmailScheduler for background processing of emails every 5 minutes.
- Developed EmailService to handle email fetching from IMAP and Microsoft Graph API.
- Created database migration for email system, including tables for email messages, rules, attachments, and analysis.
- Implemented AI classification and extraction for invoices and time confirmations.
- Added logging for better traceability and error handling throughout the email processing pipeline.
- Added `check_invoice_number_exists` method in `EconomicService` to verify invoice numbers in e-conomic journals.
- Introduced `quick_analysis_on_upload` method in `OllamaService` for extracting critical fields from uploaded PDFs, including CVR, document type, and document number.
- Created migration script to add new fields for storing detected CVR, vendor ID, document type, and document number in the `incoming_files` table.
- Developed comprehensive tests for the quick analysis functionality, validating CVR detection, document type identification, and invoice number extraction.
- Added an "Edit" button for templates in the templates list, redirecting to the template builder.
- Enhanced loadPendingFiles function to filter files by vendor ID, displaying a message if no files are found.
- Modified openTestModal to load vendor-specific files based on the selected template.
- Updated Ollama model configuration for improved JSON extraction.
- Refactored Ollama service to support different API formats based on model type.
- Implemented lazy loading of templates in TemplateService for better performance.
- Added VAT note extraction for invoice line items.
- Updated Docker Compose configuration for Ollama model settings.
- Updated billing frontend views to use Jinja2 templates for rendering HTML pages.
- Added support for displaying supplier invoices, template builder, and templates list with titles.
- Introduced a new configuration setting for company CVR number.
- Enhanced OllamaService to support credit notes in invoice extraction, including detailed JSON output format.
- Improved PDF text extraction using pdfplumber for better layout handling.
- Added a modal for editing vendor details with comprehensive fields and validation.
- Implemented invoice loading and display functionality in vendor detail view.
- Updated vendor management to remove priority handling and improve error messaging.
- Added tests for AI analyze endpoint and CVR filtering to ensure correct behavior.
- Created migration script to support credit notes in the database schema.
- Added FastAPI views for supplier invoices in the billing frontend.
- Created EconomicService for handling e-conomic API interactions, including safety modes for read-only and dry-run operations.
- Developed database migration for supplier invoices, including tables for invoices, line items, and settings.
- Documented kassekladde module features, architecture, API endpoints, and usage guide in KASSEKLADDE.md.
- Implemented views for overdue invoices and pending e-conomic sync.
