Commit Graph

12 Commits

Author SHA1 Message Date
Christian
d228362617 fix: parse customer_rate as float in wizard (v1.3.61)
- Fixed customer_rate being returned as string from DB (NUMERIC type)
- Added parseFloat() when using customer_rate in calculations
- Fixes customer stats showing '-' instead of actual hourly rate
- Applied to loadCustomerContext(), displayCaseEntries(), and approveEntry()
2025-12-24 09:35:46 +01:00
Christian
38a47f4d27 fix: wizard customer_rate field name mismatch (v1.3.55)
- Changed wizard.html to use customer_rate instead of customer_hourly_rate
- Fixes issue where wizard displayed default 1200 DKK instead of customer-specific hourly rate
- Backend API returns customer_rate field (from TModuleTimeWithContext model)
- Frontend now correctly reads customer_rate from API response
- Affected lines: 571, 807, 1084 in wizard.html
2025-12-23 15:12:45 +01:00
Christian
64e85da71c Fix: Use absolute URL for bulk rate update to avoid path resolution issues (v1.3.54) 2025-12-23 15:03:49 +01:00
Christian
246ad27fe3 Feature: Bulk customer hourly rate updates (v1.3.52)
Added bulk selection and update functionality for customer hourly rates:

Frontend (customers.html):
- Added checkbox column with select-all functionality
- Created bulk price update modal with customer list
- Implemented JavaScript for selection state management
- Shows selected count in UI badge
- Supports indeterminate state for partial selection

Backend (router.py):
- New POST /api/v1/timetracking/customers/bulk-update-rate endpoint
- Accepts {customer_ids: List[int], hourly_rate: float}
- Updates multiple customers in single SQL query
- Creates audit log entries for each updated customer
- Returns updated count

Use case: Select multiple customers and update hourly rate simultaneously
2025-12-23 14:31:10 +01:00
Christian
acc78b03a3 UI: Vis Hub ordre ID i ordre detaljer efter eksport
- Tilføjet Hub ordre ID til success/info beskeder
- Viser at vTiger Timelog er opdateret med Hub ordre ID
- Gør det tydeligt at koblinger mellem Hub og vTiger er oprettet
2025-12-23 02:03:23 +01:00
Christian
0502a7b080 feat: Implement central tagging system with CRUD operations, entity tagging, and workflow management
- Added API endpoints for tag management (create, read, update, delete).
- Implemented entity tagging functionality to associate tags with various entities.
- Created workflow management for tag-triggered actions.
- Developed frontend views for tag administration using FastAPI and Jinja2.
- Designed HTML template for tag management interface with Bootstrap styling.
- Added JavaScript for tag picker component with keyboard shortcuts and dynamic tag filtering.
- Created database migration scripts for tags, entity_tags, and tag_workflows tables.
- Included default tags for initial setup in the database.
2025-12-17 07:56:33 +01:00
Christian
fadf7258de feat: Implement internal comments for customer subscriptions with database support 2025-12-16 22:07:20 +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
8791e34f4e feat: Implement email processing system with scheduler, fetching, classification, and rule matching
- 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.
2025-12-11 02:31:29 +01:00
Christian
a230071632 feat: Add customer time pricing management page with dynamic features
- Implemented a new HTML page for managing customer time pricing with Bootstrap styling.
- Added navigation and responsive design elements.
- Integrated JavaScript for loading customer data, editing rates, and handling modals for time entries and order creation.
- Included theme toggle functionality and statistics display for customer rates.
- Enhanced user experience with toast notifications for actions performed.

docs: Create e-conomic Write Mode guide

- Added comprehensive documentation for exporting approved time entries to e-conomic as draft orders.
- Detailed safety flags for write operations, including read-only and dry-run modes.
- Provided activation steps, error handling, and best practices for using the e-conomic integration.

migrations: Add user_company field to contacts and e-conomic customer number to customers

- Created migration to add user_company field to contacts for better organization tracking.
- Added e-conomic customer number field to tmodule_customers for invoice export synchronization.
2025-12-10 18:29:13 +01:00
Christian
34555d1e36 feat(timetracking): Implement time tracking module with frontend views, HTML templates, and database migrations
- Added FastAPI router for time tracking views including dashboard, wizard, and orders.
- Created HTML templates for the time tracking wizard with responsive design and Bootstrap integration.
- Developed SQL migration script for the time tracking module, including tables for customers, cases, time entries, orders, and audit logs.
- Introduced a script to list all registered routes, focusing on time tracking routes.
- Added test script to verify route registration and specifically check for time tracking routes.
2025-12-09 22:46:30 +01:00