Commit Graph

12 Commits

Author SHA1 Message Date
Christian
fa55e6b98e Fix: Simply-CRM sync opretter nu manglende customers i Hub (ikke kun opdaterer eksisterende) 2026-01-05 12:35:02 +01:00
Christian
5e66ef6563 Add: Customer linking verification endpoint med health score og anbefalinger 2026-01-05 11:34:39 +01:00
Christian
05ec5b5903 Fix: Brug economic_acc_number field fra Simply-CRM (ikke account_no) 2026-01-05 11:28:45 +01:00
Christian
1380369dff Add: Sync e-conomic customer numbers fra Simply-CRM + auto-link timetracking customers 2026-01-05 11:08:49 +01:00
Christian
4c2593b99c feat: search e-conomic for customers by name (v1.3.59)
- 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
2025-12-23 15:39:35 +01:00
Christian
1b0217ef7b feat: manual link customer to e-conomic (v1.3.58)
- 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
2025-12-23 15:36:17 +01:00
Christian
fadf7258de feat: Implement internal comments for customer subscriptions with database support 2025-12-16 22:07:20 +01:00
Christian
ffb3d335bc feat: Add Simply-CRM integration setup documentation and configuration details
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
2025-12-16 15:36:11 +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
361f2fad5d feat: Implement vTiger integration for subscriptions and sales orders
- 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.
2025-12-11 23:14:20 +01:00
Christian
050e886f22 Add Material Blue design templates for dashboard and customer overview pages 2025-12-06 02:22:01 +01:00