- 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 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.
- 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.
- 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.
- 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 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 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 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
- 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
- Added a new API router for managing vendors with endpoints for listing, creating, updating, retrieving, and deleting vendors.
- Implemented frontend views for displaying vendor lists and details using Jinja2 templates.
- Created HTML templates for vendor list and detail pages with responsive design and dynamic content loading.
- Added JavaScript functionality for vendor management, including pagination, filtering, and modal forms for creating new vendors.
- Introduced a settings table in the database for system configuration and extended the users table with additional fields.
- Developed a script to import vendors from an OmniSync database into the PostgreSQL database, handling errors and logging progress.
