Commit Graph

21 Commits

Author SHA1 Message Date
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
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
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
693ac4cfd6 feat: Add case types to settings if not found
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
2026-02-09 15:30:07 +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
4b467aeeec Release v2.1.0 2026-01-29 00:36:32 +01:00
Christian
c2a265d5f9 Add local pipeline opportunities 2026-01-28 07:48:10 +01:00
Christian
262fa80aef Add pipeline page and link 2026-01-28 01:41:57 +01:00
Christian
04a472d204 fix: Remove undefined matrixHtml reference
v1.3.148:
- Fixed JavaScript error: matrixHtml is not defined
- Removed duplicate table population code
- bodyRows.innerHTML already contains the matrix HTML
2026-01-27 08:36:32 +01:00
Christian
180933948f feat: Add 1-year filter + search to subscription matrix
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
2026-01-27 07:08:09 +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
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
bd746b7f9c feat: Add BMC Office subscriptions Excel upload interface with auto customer mapping 2026-01-06 08:21:24 +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
3fb43783a6 feat: Implement Email Workflow System with comprehensive documentation and migration scripts
- 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.
2025-12-15 12:28:12 +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