Commit Graph

18 Commits

Author SHA1 Message Date
Christian
bef5c20c83 feat: Implement AI-powered Case Analysis Service and QuickCreate Modal
- Added CaseAnalysisService for analyzing case text using Ollama LLM.
- Integrated AI analysis into the QuickCreate modal for automatic case creation.
- Created HTML structure for QuickCreate modal with dynamic fields for title, description, customer, priority, technician, and tags.
- Implemented customer search functionality with debounce for efficient querying.
- Added priority field to sag_sager table with migration for consistency in case management.
- Introduced caching mechanism in CaseAnalysisService to optimize repeated analyses.
- Enhanced error handling and user feedback in the QuickCreate modal.
2026-02-20 07:10:06 +01:00
Christian
e6b4d8fb47 feat: add alert notes functionality with inline and modal display
- Implemented alert notes JavaScript module for loading and displaying alerts for customers and contacts.
- Created HTML template for alert boxes to display alerts inline on detail pages.
- Developed modal for creating and editing alert notes with form validation and user restrictions.
- Added modal for displaying alerts with acknowledgment functionality.
- Enhanced user experience with toast notifications for successful operations.
2026-02-17 12:49:11 +01:00
Christian
3cddb71cec feat: Add Technician Dashboard V1, V2, and V3 with enhanced UI and functionality
- Introduced Technician Dashboard V1 (tech_v1_overview.html) with KPI cards and new cases overview.
- Implemented Technician Dashboard V2 (tech_v2_workboard.html) featuring a workboard layout for daily tasks and opportunities.
- Developed Technician Dashboard V3 (tech_v3_table_focus.html) with a power table for detailed case management.
- Created a dashboard selector page (technician_dashboard_selector.html) for easy navigation between dashboard versions.
- Added user dashboard preferences migration (130_user_dashboard_preferences.sql) to store default dashboard paths.
- Enhanced sag_sager table with assigned group ID (131_sag_assignment_group.sql) for better case management.
- Updated sag_subscriptions table to include cancellation rules and billing dates (132_subscription_cancellation.sql, 134_subscription_billing_dates.sql).
- Implemented subscription staging for CRM integration (136_simply_subscription_staging.sql).
- Added a script to move time tracking section in detail view (move_time_section.py).
- Created a test script for subscription processing (test_subscription_processing.py).
2026-02-17 08:29:05 +01:00
Christian
891180f3f0 Refactor opportunities and settings management
- 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.
2026-02-15 11:12:58 +01:00
Christian
0831715d3a feat: add SMS service and frontend integration
- 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.
2026-02-14 02:26:29 +01:00
Christian
297a8ef2d6 feat: Implement ESET integration for hardware management
- 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.
2026-02-11 13:23:32 +01:00
Christian
3d7fb1aa48 feat(migrations): add AnyDesk session management and customer wiki slug updates
- 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.
2026-02-10 14:40:38 +01:00
Christian
6320809f17 feat: Add subscriptions and products management
- 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.
2026-02-08 12:42:19 +01:00
Christian
e4b9091a1b feat: Implement fixed-price agreements frontend views and related templates
- 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.
2026-02-08 01:45:00 +01:00
Christian
b43e9f797d feat: Add reminder system for sag cases with user preferences and notification channels
- 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.
2026-02-06 10:47:14 +01:00
Christian
b06ff693df feat: Enhance contact management and user/group functionalities
- 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.
2026-02-03 15:37:16 +01:00
Christian
56d6d45aa2 feat(sag): Add Varekøb & Salg module with database migration and frontend template
- 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.
2026-02-02 20:23:56 +01:00
Christian
d5dd958bf9 Refactor Sager module templates and functionality
- 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.
2026-02-01 11:58:44 +01:00
Christian
464c27808c Refactor case management views and templates for improved structure and styling
- 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.
2026-02-01 00:38:10 +01:00
Christian
fe2110891f feat: redesign case detail page with 3-row layout and SAG compatibility modal 2026-02-01 00:29:57 +01:00
Christian
0373c1d7a4 feat(tag-picker): Enhance keyboard shortcut context handling and logging 2026-02-01 00:25:02 +01:00
Christian
29acdf3e01 Add tests for new SAG module endpoints and module deactivation
- 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.
2026-01-31 23:16:24 +01:00
Christian
25168108d6 feat(sag): Initialize case management module with CRUD operations, relations, and tags
- 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.
2026-01-29 23:07:33 +01:00