Commit graph

31 commits

Author SHA1 Message Date
patrick-motsch
ac7ac02d4d fixed api key handling trustee 2026-03-12 13:24:25 +01:00
patrick-motsch
e94df6c647 fix: normalise None to empty string for required str fields (company, desc, tags)
Made-with: Cursor
2026-03-01 21:59:04 +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
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
2d7da8a66d fix: resolve STT AttributeError and int/str TypeError in teamsbot service
Co-authored-by: Cursor <cursoragent@cursor.com>
2026-02-19 00:09:00 +01:00
patrick-motsch
7051a6e35f fixed rbac issues and sysadmin integration 2026-02-12 00:34:17 +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
8d28f6d77b fiixed feature instance role access 2026-02-08 14:26:01 +01:00
patrick-motsch
f15ed2e380 fixes 2026-02-08 14:00:08 +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
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
ValueOn AG
ee15fd64b0 fix crosstable trustee 2026-01-26 23:48:19 +01:00
ValueOn AG
7ca957f664 fixed filter/sort for rtustee 2026-01-26 23:40:12 +01:00
ValueOn AG
97cbda0ef2 fixed ai call end to end with saas multimandate 2026-01-26 23:26:30 +01:00
ValueOn AG
e737bf5cdb gpdr compliancy implemented 2026-01-25 23:57:41 +01:00
ValueOn AG
bc2877bcc1 fixed rbac feature rules to override global rules, not to combine 2026-01-25 03:18:22 +01:00
ValueOn AG
2fc8034260 rbac rules tested and fixed 2026-01-25 03:01:01 +01:00
ValueOn AG
df4c60fc99 fixes 2026-01-24 18:01:28 +01:00
ValueOn AG
4de962d7d6 access rules editor fixed 2026-01-24 09:58:15 +01:00
ValueOn AG
efc28879c3 access rules editor enhanced 2026-01-24 09:43:46 +01:00
ValueOn AG
50e3fce12b fixed automation and trustee 2026-01-24 02:06:49 +01:00
ValueOn AG
6187cc7295 refactored pages ui access with saas mandates 2026-01-23 21:05:47 +01:00
ValueOn AG
f02ebead7c dyn options in api 2026-01-22 18:52:04 +01:00
ValueOn AG
362080791a isolate features 2026-01-22 17:00:29 +01:00