- Added task template and task template items tables to the database.
- Introduced case template runs and run items tables for tracking template executions.
- Created a new JavaScript module for task template selection with a modal interface.
- Integrated tag actions to open the task template selector modal upon tag addition.
- Updated backend to resolve tag actions and return them in the response when adding tags.
- Enhanced the tag picker to handle actions and trigger the appropriate modal.
- Added permissions and group permissions for managing task templates.
- Added QuickRentCreateInput model to handle quick-rent requests.
- Introduced quick_rent_preview endpoint to check existing subscriptions.
- Created quick_rent_hardware endpoint to manage rental subscriptions, asset bindings, and startup order drafts.
- Updated SQL queries to ensure proper data retrieval and handling.
- Added default rental price columns to hardware_assets table via migration.
- Enhanced UI in sag templates for better user experience and accessibility.
- Refactored existing code for improved readability and maintainability.
- Introduced a global search button and modal for enhanced user experience.
- Added a new section for displaying email results in the global search modal.
- Implemented functionality to fetch and display emails based on user queries.
- Updated the UI to include a reminders button and improved accessibility features.
fix: Update docker-compose to allow reload configuration
- Changed ENABLE_RELOAD environment variable to default to true for easier development.
chore: Update requirements for new dependencies
- Added brother_ql, pyzbar, and pypdfium2 to requirements for label printing and PDF processing.
feat: Implement Brother label printing service
- Created a new service for printing labels using Brother QL printers.
- Supports direct printing of case hardware labels with customizable layouts.
feat: Add Vaultwarden service for credential management
- Implemented a service to interact with Vaultwarden for secure credential storage and retrieval.
sql: Add migrations for email thread keys and document tokens
- Created migrations to backfill email thread keys and manage document tokens for work orders.
- Introduced new tables and updated existing structures to support token-based linking of scanned documents.
sql: Import links into the database
- Added a script to import a predefined set of links into the database with associated categories.
- Implemented subscription creation, updating, and rendering in script_9.js.
- Added functions for handling subscription line items, product selection, and total calculations.
- Integrated AnyDesk API for session management in test_anydesk.py.
- Created REST client test requests for API endpoints in api.http.
- Developed a script to check ESET machine status and save details in tmp_check_eset_machine.py.
- Updated the index.html template to include a new column for "Næste todo" in the sag table.
- Added new JavaScript functions to load and manage case statuses in settings.html, including normalization and rendering of statuses.
- Introduced a new tag search feature in tags_admin.html, allowing users to filter tags by name, type, and module with pagination support.
- Enhanced the backend router.py to include a new endpoint for listing tag usage across modules with server-side filtering and pagination.
- Improved the overall UI and UX of the tag administration page, including responsive design adjustments and better error handling.
- Created migration 146 to seed case type tags with various categories and keywords.
- Created migration 147 to seed brand and type tags, including a comprehensive list of brands and case types.
- Added migration 148 to introduce a new column `is_next` in `sag_todo_steps` for persistent next-task selection.
- Implemented a new script `run_migrations.py` to facilitate running SQL migrations against the PostgreSQL database with options for dry runs and error handling.
- 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).
- Removed opportunity detail page route from views.py.
- Deleted opportunity_service.py as it is no longer needed.
- Updated router.py to seed new setting for case_type_module_defaults.
- Enhanced settings.html to include standard modules per case type with UI for selection.
- Implemented JavaScript functions to manage case type module defaults.
- Added RelationService for handling case relations with a tree structure.
- Created migration scripts (128 and 129) for new pipeline fields and descriptions.
- Added script to fix relation types in the database.
- 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 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.
- Updated migrations.html to detect production environment and use podman/docker accordingly
- Added container runtime info to settings page
- Updated VERSION to 2.1.1
- 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.
- 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
- 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 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.
- 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 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.
