- 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
- 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 hub_customer_id to TModuleApprovalStats for better tracking.
- Introduced TModuleWizardEditRequest for editing time entries, allowing updates to description, hours, and billing method.
- Implemented approval and rejection logic for Hub Worklogs, including handling negative IDs.
- Created a new endpoint for updating entry details, supporting both Hub Worklogs and Module Times.
- Updated frontend to include an edit modal for time entries, with specific fields for Hub Worklogs and Module Times.
- Enhanced customer statistics retrieval to include pending counts from Hub Worklogs.
- Added migrations for ticket enhancements, including new fields and constraints for worklogs and prepaid cards.
- Implemented a new simplified time tracking wizard (wizard2) for approval processes.
- Added a registrations view to list all time tracking entries.
- Enhanced the existing wizard.html to include a billable checkbox for entries.
- Updated JavaScript logic to handle billable state and travel status for time entries.
- Introduced a cleanup step in the deployment script to remove old images.
- Created a new HTML template for registrations with filtering and pagination capabilities.
- 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.
- Add logging before approval object creation
- Add logging after approval object creation
- Add logging before database update
- Add logging after database update
- Add time_id to error messages
- This will help diagnose 500 errors on production
- Let Pydantic handle Decimal conversion
- Send approved_hours as Decimal, not float
- Send rounded_to as Decimal, not float
- Add exc_info=True to error logging
- Fix parameter handling in approve_time_entry endpoint
- Change from query params to body Dict[str, Any]
- Send all required fields to wizard.approve_time_entry()
- Calculate rounded_to if auto-rounding enabled
- Add approval_note, billable, is_travel fields
- Add Dict, Any imports
BREAKING CHANGES:
- vTiger sync: Never overwrites existing vtiger_id
- Contact sync: REPLACES links instead of appending (idempotent)
- E-conomic sync: Only updates fields it owns (address, city, postal, email_domain, website)
- E-conomic sync: Does NOT overwrite name or cvr_number anymore
ARCHITECTURE:
- Each data source owns specific fields
- Sync operations are now idempotent (can run multiple times)
- Clear documentation of field ownership in sync_router.py
- Contact links deleted and recreated on sync to match vTiger state
FIXED:
- Contact relationships now correct after re-sync
- No more mixed customer data from different sources
- Sorting contacts by company_count DESC (companies first)
- Added address field to UPDATE query in economic sync
- Added address field to INSERT query for new customers
- Fixes issue where address from e-conomic was not synced
- Prevents mixed data (København address with Lundby city/postal)
- Address is now synced along with city, postal_code, country
- Added more specific error message when customer not found
- Added debug logging to check customer object type
- Changed error from 'Customer not found' to include customer_id
- Helps diagnose 'string indices must be integers' error
- 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()
- Fixed loadSyncStats() to correctly parse API response
- Customers API returns {customers: [...]} not array directly
- Added const data = await response.json() and data.customers
- Fixes sync stats counters showing NaN or incorrect values
- 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
- 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
- Created VERSION file with current version
- Health endpoints now read version from VERSION file instead of hardcoded
- Fixes issue where health check showed wrong version
- main.py /health and /api/v1/system/health now show correct version
- Fixed UPDATE query to include economic_customer_number field
- Previously only set on INSERT, not UPDATE when matching by CVR
- Now e-conomic customer number is always synced as source of truth
- Fixes issue where customers synced from e-conomic were missing customer numbers
- 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
Fixed API endpoint to accept JSON request body instead of query params:
- Added TModuleBulkRateUpdate Pydantic model
- Changed endpoint to accept request body
- Fixed parameter references to use request.customer_ids and request.hourly_rate
- Added migration for hourly_rate_updated and time_card_toggled event types
Resolves: 'Not Found' error and audit log constraint violations
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
Når ordre eksporteres til e-conomic opdateres vTiger Timelog med:
- billed_via_thehub_id: Hub ordre ID (f.eks. 5)
- cf_timelog_invoiced: '1' (markér som faktureret)
Dette sikrer at timelogs i vTiger bliver markeret som fakturerede
og kan filtreres/rapporteres korrekt i vTiger.
- 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
- Tilføjet update_timelog_billed() metode til vtiger_sync.py
- Opdaterer billed_via_thehub_id felt i vTiger Timelog records
- Kaldes automatisk efter succesfuld e-conomic eksport
- Respekterer READ_ONLY og DRY_RUN safety flags
- Fejler ikke eksporten hvis vTiger update fejler (bare logger warning)
- Før: 'CC5784. 8.0 timer 1,200,- 9,600 / Arbejde konstant / 09.12.2025 - Marley'
- Nu: 'Arbejde konstant / 09.12.2025 - Marley'
- e-conomic viser timer og priser i egne kolonner, så det er overflødigt i teksten
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
BUG FIX:
- execute_query returnerer list, men TModuleOrder(**updated) forventede dict
- TypeError: argument after ** must be a mapping, not list
- Changed til updated[0] for at få første row
- Dette er den SIDSTE execute_query/execute_query_single bug i order_service.py
ERROR: TModuleOrder() argument after ** must be a mapping, not list
→ return TModuleOrder(**updated)
→ updated er list, skal være dict
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
BUG FIX:
- _get_hourly_rate() tried to query hourly_rate from customers table
- customers table har ikke hourly_rate kolonne
- Forårsagede '500: no results to fetch' fejl ved order oprettelse
- Changed execute_query_single → execute_query for tmodule_customers check
- Removed hub customer rate check (ikke relevant)
- Falls back til default rate fra settings
ERROR: SELECT hourly_rate FROM customers WHERE id = 512
→ column 'hourly_rate' does not exist
- 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
- 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.
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 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.
- Added FastAPI router for serving email management UI at /emails
- Created Jinja2 template for the email frontend
- Developed SimpleEmailClassifier for keyword-based email classification
- Documented email UI implementation details, features, and API integration in EMAIL_UI_IMPLEMENTATION.md
- 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 `check_invoice_number_exists` method in `EconomicService` to verify invoice numbers in e-conomic journals.
- Introduced `quick_analysis_on_upload` method in `OllamaService` for extracting critical fields from uploaded PDFs, including CVR, document type, and document number.
- Created migration script to add new fields for storing detected CVR, vendor ID, document type, and document number in the `incoming_files` table.
- Developed comprehensive tests for the quick analysis functionality, validating CVR detection, document type identification, and invoice number extraction.
- 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.
- Added FastAPI views for supplier invoices in the billing frontend.
- Created EconomicService for handling e-conomic API interactions, including safety modes for read-only and dry-run operations.
- Developed database migration for supplier invoices, including tables for invoices, line items, and settings.
- Documented kassekladde module features, architecture, API endpoints, and usage guide in KASSEKLADDE.md.
- Implemented views for overdue invoices and pending e-conomic sync.
- Added backend routes for DEV Portal dashboard and workflow editor
- Created frontend templates for portal and editor using Jinja2
- Integrated draw.io for workflow diagram editing and saving
- Developed API endpoints for features, ideas, and workflows management
- Established database schema for features, ideas, and workflows
- Documented DEV Portal functionality, API endpoints, and database structure
