53d2d9d873
first version of service center
...
implemented on chatbot
2026-03-06 14:03:18 +01:00
patrick-motsch
16db2d91c6
fixed critical code issues
2026-03-03 18:57:20 +01:00
patrick-motsch
a6be2b90e0
improve bank extraction retry + auto-matching for bank documents
...
Made-with: Cursor
2026-03-01 21:54:56 +01:00
patrick-motsch
f8137e857a
Add document type, payment data and detailed descriptions to trustee positions
...
Extend TrusteePosition with documentType, payeeIban, payeeName, payeeBic, paymentReference and dueDate fields. Overhaul AI extraction prompts to capture full document details in desc (line items, addresses, conditions), extract QR/ESR payment references and IBAN from invoices, and tag each record with its documentType. Sanitise and normalise all new fields on write.
Made-with: Cursor
2026-03-01 10:14:46 +01:00
patrick-motsch
a527806436
Harden trustee position ingestion and auto-clean corrupt records.
...
Normalize AI-derived date/time and numeric fields before writes, tighten extraction prompts for unix timestamps, and prevent /positions crashes by normalizing or deleting irreparably invalid legacy TrusteePosition records during reads.
Made-with: Cursor
2026-02-27 23:30:37 +01:00
patrick-motsch
f5143611b0
fix trustee 3-step ai call for documents
2026-02-24 22:49:08 +01:00
patrick-motsch
f35a90e428
fixes sync and ai tree
2026-02-22 22:34:07 +01:00
patrick-motsch
6b11d66766
fixes
2026-02-22 01:03:19 +01:00
patrick-motsch
2eeaf35990
sync trustee feature with rma
2026-02-22 00:07:33 +01:00
patrick-motsch
e1557e9cc9
trustee connections
2026-02-21 00:56:53 +01:00
patrick-motsch
f9aa35647b
sync features a and p
2026-02-19 00:31:32 +01:00
patrick-motsch
7051a6e35f
fixed rbac issues and sysadmin integration
2026-02-12 00:34:17 +01:00
patrick-motsch
0e6d4130ad
fixed automation issue
2026-02-10 09:55:51 +01:00
patrick-motsch
d98c31a4d1
logical fixes
2026-02-09 23:44:52 +01:00
patrick-motsch
1f3746aef5
streamlined bootstrap and initial config
2026-02-09 12:49:35 +01:00
patrick-motsch
887867acd0
billing rbac
2026-02-08 16:14:01 +01:00
patrick-motsch
8d28f6d77b
fiixed feature instance role access
2026-02-08 14:26:01 +01:00
patrick-motsch
e4d41965f3
fixed stats and billing sync
2026-02-08 01:44:43 +01:00
patrick-motsch
bbea0ff115
revised state machine for workflow backend and ui
2026-02-08 00:25:48 +01:00
patrick-motsch
a054d12d54
billing fixes
2026-02-06 16:18:37 +01:00
ValueOn AG
fd923b89b8
billing integration into ai workflow
2026-02-04 22:10:23 +01:00
ValueOn AG
45eda1e4d4
cleaned up all route and main references - no direct access to db.getRecordset - only over interfaces
2026-02-04 14:09:35 +01:00
ValueOn AG
555c9429fb
fixed automation bug rbac set
2026-02-04 01:07:42 +01:00
ValueOn AG
edeaf64fa4
automation template/definition editor
2026-02-03 23:42:27 +01:00
ValueOn AG
f31e10496a
automation template management and fix admin center
2026-02-03 21:29:50 +01:00
e4662b19e2
althause update
2026-01-30 11:24:24 +01:00
ValueOn AG
97cbda0ef2
fixed ai call end to end with saas multimandate
2026-01-26 23:26:30 +01:00
ValueOn AG
5c4813b10a
workflow dynamic tested
2026-01-26 14:54:47 +01:00
ValueOn AG
829711f755
fixed system and dynamic data rbac
2026-01-26 12:39:00 +01:00
ValueOn AG
e737bf5cdb
gpdr compliancy implemented
2026-01-25 23:57:41 +01:00
ValueOn AG
50e3fce12b
fixed automation and trustee
2026-01-24 02:06:49 +01:00
ValueOn AG
a0b9a6e4b5
reference fixes
2026-01-24 00:42:19 +01:00
ValueOn AG
280cafd54a
refactored features phase II
2026-01-23 01:10:00 +01:00
ValueOn AG
bb9630d6c4
fixed imports
2026-01-22 21:11:25 +01:00
ValueOn AG
362080791a
isolate features
2026-01-22 17:00:29 +01:00
ValueOn AG
04ba89a0e8
before feature container refactory
2026-01-22 00:23:33 +01:00
ValueOn AG
77e1414744
module testing
2026-01-20 00:55:39 +01:00
ValueOn AG
ccc41e7023
harmonized module names
2026-01-19 09:18:37 +01:00
ValueOn AG
5c0ab3f893
implemented multimandate
2026-01-17 02:17:58 +01:00
ValueOn AG
cda0cb1093
hotfix workflows dynamic and automation after pr integrations
2026-01-11 22:42:02 +01:00
ValueOn AG
5380e30f0d
fix: cleaned interfaces to work all with rbac
2026-01-11 15:42:33 +01:00
ValueOn AG
680fab6e00
fixes in int
2026-01-11 15:09:11 +01:00
Patrick Motsch
0ecfe4d66c
Merge pull request #84 from valueonag/feat/chatbot-althaus-integration
...
Feat/chatbot althaus integration
2026-01-11 14:17:37 +01:00
Patrick Motsch
1aa71c1f1e
Update methodChatbot.py
...
dynamicMode attribute appended for action
2026-01-11 13:55:54 +01:00
Patrick Motsch
07fa13a357
Update methodAi.py
2026-01-11 13:50:49 +01:00
Patrick Motsch
4715f627be
Update process.py
...
Keep current logic for analysis, generation, images and add simple mode for chatbot
2026-01-11 13:41:16 +01:00
ValueOn AG
e41411e5aa
fixed documents of all rounds in validator prompt
2026-01-11 00:02:24 +01:00
ValueOn AG
043ffe1044
refined generation prompt
2026-01-06 21:24:54 +01:00
6ded28e21a
feat:chatbot weiterimplementiert
2026-01-05 15:12:13 +01:00
b6724a797f
fix:rebase from int
2026-01-05 07:37:16 +01:00
