c47529ef3b
fix:merge conflicts clickup branch
2026-04-17 13:31:38 +02:00
ValueOn AG
005b794a2a
fixed doc handover
2026-04-14 16:22:55 +02:00
ValueOn AG
35209f7f80
fixed formgenerator , trustee, sort and filter
2026-04-14 00:15:56 +02:00
idittrich-valueon
739c989b81
readded clickup connector and ensured connection works with ai workspace
2026-04-13 12:10:12 +02:00
ValueOn AG
17455688a9
fixed automation parameter flow
2026-04-13 00:38:47 +02:00
ValueOn AG
5780cc0324
cleanup routesintegration view
2026-04-12 18:32:21 +02:00
ValueOn AG
3adbd1da29
fixed sysuser and removed redundant fallbacks
2026-04-11 22:23:41 +02:00
ValueOn AG
cc1fdb13e5
cleaned sql and ui language sets
2026-04-08 20:28:34 +02:00
ValueOn AG
c395495300
integrated and initial teste unified automation
2026-04-07 22:32:05 +02:00
Patrick Motsch
a1df2df3c5
Merge pull request #115 from valueonag/feat/unified-data-bar
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Feat/unified data bar
2026-03-30 23:05:09 +02:00
ValueOn AG
e0a09ae6b1
streamlined neutralization flow
2026-03-30 00:14:57 +02:00
ValueOn AG
7e88005721
unified failsafe neutralization architecture
2026-03-29 21:55:09 +02:00
ValueOn AG
1883f8cd6a
fixed sys attributes
2026-03-28 21:46:55 +01:00
idittrich-valueon
d0f8444bac
next version of visual workflow editor with ClickUp Connections
2026-03-25 09:38:06 +01:00
ValueOn AG
8b161ed410
unified data - step 1
2026-03-24 14:16:46 +01:00
idittrich-valueon
9a2e2b4f5f
included sharepoint nodes
2026-03-22 19:46:50 +01:00
idittrich-valueon
f808d63c25
finished email nodes
2026-03-22 18:20:31 +01:00
ValueOn AG
7fe6f9bc97
new ai agent
2026-03-15 23:38:21 +01:00
d78f071682
bug: sharepoint target address from automation feature
2026-03-09 11:03:02 +01:00
5db31f10ee
fix: sharepoint base path
2026-03-06 15:27:54 +01:00
53d2d9d873
first version of service center
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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
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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
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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.
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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
d98c31a4d1
logical fixes
2026-02-09 23:44:52 +01:00
patrick-motsch
bbea0ff115
revised state machine for workflow backend and ui
2026-02-08 00:25:48 +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
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
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
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
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
cda0cb1093
hotfix workflows dynamic and automation after pr integrations
2026-01-11 22:42:02 +01:00
Patrick Motsch
0ecfe4d66c
Merge pull request #84 from valueonag/feat/chatbot-althaus-integration
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Feat/chatbot althaus integration
2026-01-11 14:17:37 +01:00
Patrick Motsch
1aa71c1f1e
Update methodChatbot.py
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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
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Keep current logic for analysis, generation, images and add simple mode for chatbot
2026-01-11 13:41:16 +01:00
