- 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.
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
- 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.
