- 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.
- 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).
- 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.
- Added a button to sync ESET data in the hardware detail view.
- Introduced a new tab for ESET specifications, displaying relevant device information.
- Included ESET UUID and group details in the hardware information section.
- Implemented a JavaScript function to handle ESET data synchronization via API.
- Updated the ESET import template to improve device listing and inline contact selection.
- Enhanced the Nextcloud and locations routers to support customer ID resolution from contacts.
- Added utility functions for retrieving customer IDs linked to contacts.
- Removed debug information from the service contract wizard for cleaner output.
- 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.
- 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.
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
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- Added views for webshop admin interface using FastAPI and Jinja2 templates.
- Created initial SQL migration for webshop configurations, products, orders, and order items.
- Defined module metadata in module.json for webshop.
- Implemented HTML template for the webshop index page.
- Documented frontend requirements and API contracts in WEBSHOP_FRONTEND_PROMPT.md.
- Introduced scripts for generating conversation summaries and testing Whisper capabilities.
- 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.
- 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.
- Added new columns to supplier_invoice_lines for contra_account, line_purpose, resale_customer_id, resale_order_number, is_invoiced_to_customer, and invoiced_date.
- Created indexes for faster filtering by purpose and resale status.
- Introduced economic_accounts table to cache e-conomic chart of accounts with relevant fields and indexes.
- Added comments for documentation on new columns and tables.
- Included success message for migration completion.
- Added PostgreSQL client installation to Dockerfile for database interactions.
- Updated BackupScheduler to manage both backup jobs and email fetching jobs.
- Implemented email fetching job with logging and error handling.
- Enhanced the frontend to display scheduled jobs, including email fetch status.
- Introduced email upload functionality with drag-and-drop support and progress tracking.
- Added import_method tracking to email_messages for better source identification.
- Updated email parsing logic for .eml and .msg files, including attachment handling.
- Removed obsolete email scheduler service as functionality is integrated into BackupScheduler.
- Updated requirements for extract-msg to the latest version.
- Created migration script to add import_method column to email_messages table.
BUG FIX:
- Hardcoded 'TIME001' eksisterer ikke i e-conomic
- Tilføjet TIMETRACKING_ECONOMIC_PRODUCT setting (default: '1000')
- Produkt nummer kan nu ændres via .env
- Fejl: Product 'TIME001' not found
LØSNING:
Tilføj til .env: TIMETRACKING_ECONOMIC_PRODUCT=XXXX
hvor XXXX er dit produkt nummer for konsulentimer i e-conomic
BUG FIX:
- Hardcoded layout 21 fejler med 'Layout 21 is historic'
- Tilføjet TIMETRACKING_ECONOMIC_LAYOUT setting (default: 19)
- Layout 19 er standard dansk faktura layout
- Kan nu ændres via .env uden kode-ændringer
ERROR: e-conomic API error - layout: Layout '21' is historic
LØSNING: Brug layout 19 eller andet aktivt layout nummer
CRITICAL BUG FIX:
- execute_insert() kalder cursor.fetchone() men INSERT havde ingen RETURNING clause
- Forårsagede '500: no results to fetch' ved order oprettelse
- Tilføjet RETURNING id til:
* tmodule_orders INSERT (linje 222)
* tmodule_order_lines INSERT (linje 240)
- Opdateret database.py docstring til at gøre RETURNING requirement klart
ERROR: ProgrammingError - no results to fetch
→ INSERT INTO tmodule_orders ... VALUES (...)
→ Manglede RETURNING id
- Add Sync navigation tab in settings
- Sync UI with status cards (total, vTiger, e-conomic)
- Action cards for vTiger and e-conomic sync
- Sync log with real-time updates
- JavaScript functions for sync operations
- Backend sync router with vTiger account sync
- Backend vTiger contacts sync with customer linking
- Placeholder for e-conomic sync (needs get_customers method)
- Name normalization for company matching
- CVR number matching and validation
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 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.
- 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.
- 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.
- 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.
