Commit Graph

25 Commits

Author SHA1 Message Date
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
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
4b467aeeec Release v2.1.0 2026-01-29 00:36:32 +01:00
Christian
262fa80aef Add pipeline page and link 2026-01-28 01:41:57 +01:00
Christian
6b7b63f7d7 feat: Add Abonnements Matrix feature with e-conomic invoice aggregation
- 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
2026-01-25 14:46:00 +01:00
Christian
eacbd36e83 feat: Implement Transcription Service for audio files using Whisper API
- 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.
2026-01-11 19:23:21 +01:00
Christian
ccb7714779 feat: Implement tracking of billed Hub order ID for time entries and update related services 2026-01-08 18:57:04 +01:00
Christian
cbcd0fe4e7 feat: Implement data consistency checking system for customer data across BMC Hub, vTiger, and e-conomic
- 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.
2026-01-08 18:28:00 +01:00
Christian
1f21ad2ec1 fix: Correct BMC Office router file structure 2026-01-06 13:17:28 +01:00
Christian
08fd2a04c7 feat: Complete activity logging system - customer CRUD, contacts, subscriptions, BMC Office 2026-01-06 13:16:25 +01:00
Christian
af044a7be8 feat: Add comprehensive customer activity logging for all CRUD operations 2026-01-06 13:12:46 +01:00
Christian
50fbb5ab92 feat: Add activity logging for BMC Office subscription imports 2026-01-06 12:54:10 +01:00
Christian
bd746b7f9c feat: Add BMC Office subscriptions Excel upload interface with auto customer mapping 2026-01-06 08:21:24 +01:00
Christian
da5ec19188 fix: Use execute_query instead of execute_query_single to return all customer contacts 2026-01-05 19:03:34 +01:00
Christian
fa55e6b98e Fix: Simply-CRM sync opretter nu manglende customers i Hub (ikke kun opdaterer eksisterende) 2026-01-05 12:35:02 +01:00
Christian
5e66ef6563 Add: Customer linking verification endpoint med health score og anbefalinger 2026-01-05 11:34:39 +01:00
Christian
05ec5b5903 Fix: Brug economic_acc_number field fra Simply-CRM (ikke account_no) 2026-01-05 11:28:45 +01:00
Christian
1380369dff Add: Sync e-conomic customer numbers fra Simply-CRM + auto-link timetracking customers 2026-01-05 11:08:49 +01:00
Christian
4c2593b99c feat: search e-conomic for customers by name (v1.3.59)
- 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
2025-12-23 15:39:35 +01:00
Christian
1b0217ef7b feat: manual link customer to e-conomic (v1.3.58)
- Added POST /api/v1/customers/{id}/link-economic endpoint
- Allows manually setting economic_customer_number for customers without CVR
- Useful for vTiger customers that can't auto-match via CVR or name
- Updates last_synced_at timestamp when linking
2025-12-23 15:36:17 +01:00
Christian
fadf7258de feat: Implement internal comments for customer subscriptions with database support 2025-12-16 22:07:20 +01:00
Christian
ffb3d335bc feat: Add Simply-CRM integration setup documentation and configuration details
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
2025-12-16 15:36:11 +01:00
Christian
38fa3b6c0a feat: Add subscriptions lock feature to customers
- 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.
2025-12-13 12:06:28 +01:00
Christian
361f2fad5d feat: Implement vTiger integration for subscriptions and sales orders
- 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.
2025-12-11 23:14:20 +01:00
Christian
050e886f22 Add Material Blue design templates for dashboard and customer overview pages 2025-12-06 02:22:01 +01:00