Commit graph

225 commits

Author SHA1 Message Date
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
f78547e51b fix:constant reload 2026-01-05 07:34:45 +01:00
046ac3e15d fix:constant reload 2026-01-05 06:40:09 +01:00
ValueOn AG
3cdd212606 fixed renderers and metadata handover to validation 2026-01-04 01:37:23 +01:00
ValueOn AG
fa6479f40d initial base for coding system path 2026-01-03 02:38:16 +01:00
ValueOn AG
52f2f40774 finalized integration testing of enhanced ai service 2026-01-03 01:21:40 +01:00
ValueOn AG
1362470f00 enhanced the ai flow for languages (prompt in de, user language en, to deliver documents in fr) and document delivery in different formats 2026-01-02 23:03:29 +01:00
ValueOn AG
3408e7b463 fixes for content handling 2026-01-02 21:35:32 +01:00
ValueOn AG
64b44473aa fixed data extraction and generation handling with parts 2026-01-02 00:05:54 +01:00
ValueOn AG
909ee9528f extraction and generation engine enhanced for doc, code, image 2025-12-31 02:12:10 +01:00
ValueOn AG
a958defd42 fixed workflow run with chatlog 2025-12-29 23:54:27 +01:00
ValueOn AG
25d2908d48 fixes in validation and rendering 2025-12-29 01:40:30 +01:00
ValueOn AG
3e7c75335a fixed handovers from generator to renderers 2025-12-28 23:34:32 +01:00
ValueOn AG
723f98ea7a enhanced generation engine with chapters as structure, renderers to render a pipeline and deliver 1..n documents 2025-12-28 11:43:42 +01:00
ValueOn AG
e1b3cd36f0 enhanced core ai call document handling with document intent 2025-12-25 00:09:27 +01:00
ValueOn AG
982932d2f5 enhanced document generation with images 2025-12-23 00:34:15 +01:00
ValueOn AG
b2196bc6a3 neutralization integrated into extractor 2025-12-17 22:03:58 +01:00
ValueOn AG
56d6ecf978 refactored actions handlers 2025-12-17 10:45:09 +01:00
ValueOn AG
4b00e741b3 refactored service center 2025-12-15 21:55:26 +01:00
ValueOn AG
1195105b94 cleaned up dependencies and code architecture 2025-12-09 23:25:06 +01:00
ValueOn AG
13b7c4fdbe hot fixes: sharepoint folders and stats 2025-12-07 08:48:49 +01:00
ValueOn AG
4418dfb604 fixed issues 2025-12-04 11:12:45 +01:00
ValueOn AG
a48bf06778 fixes for chat workflow 2025-12-03 23:02:33 +01:00
ValueOn AG
6d393f9cf3 enhanced voice center 2025-12-03 11:18:33 +01:00
ValueOn AG
9f46ca3b03 fixed import chain, removed invalid imports by moving logic between modules 2025-12-03 07:31:51 +01:00
ValueOn AG
b401be703f integration testing of adapted ai workflow with fixes 2025-12-01 19:15:50 +01:00
ValueOn AG
aff37fd2e2 not to trust ai comments, to verify... 2025-11-30 23:27:46 +01:00
ValueOn AG
bd893ef072 enhance validation 2025-11-30 22:55:03 +01:00
ValueOn AG
1d793d8e1a fixed json handling 2025-11-30 22:15:14 +01:00
ValueOn AG
3ccd284a58 fixed json merging chain for cut-off mapping with full-dynamc json merger engine for any json structure and complexity 2025-11-30 17:35:19 +01:00
ValueOn AG
11bb127a43 enhanced generation and rendering chain 2025-11-30 11:03:23 +01:00
ValueOn AG
c135321aee fixed documents handling 2025-11-28 16:57:53 +01:00
ValueOn AG
a3dd5f2feb fixing ai continuation loop context 2025-11-19 23:51:25 +01:00
ValueOn AG
d43044cc00 danymic intelligent json merging strategies for cut json parts after tokenmax exit 2025-11-19 19:14:31 +01:00
ValueOn AG
9a355a628f refactored tast track and progress information 2025-11-19 09:52:34 +01:00
ValueOn AG
9bd7821cf5 feat: refactored ai calls and pydantic models 2025-11-17 23:12:18 +01:00
ValueOn AG
88110d0f9d centralized timestamp management with logger 2025-11-06 14:27:02 +01:00
ValueOn AG
435c3b9dbf fixes for tts 2025-11-05 11:38:38 +01:00
ValueOn AG
f65fe4b3d0 fixes for chunking and sharepoint wildcard 2025-11-05 01:32:54 +01:00
ValueOn AG
236a85a99b Fixed calling chain sharepoint 2025-11-04 23:59:29 +01:00
ValueOn AG
160766be2a RELEASED v 4.0. 2025-11-04 22:10:29 +01:00
ValueOn AG
94128bfc46 template management for workflow automation 2025-11-04 21:14:03 +01:00
ValueOn AG
78157324ac integration test automated workflow execution with ui completed 2025-11-04 19:22:25 +01:00
ValueOn AG
4e98ae4e6e image ai topics fixed 2025-11-04 16:25:50 +01:00
ValueOn AG
e11ab4ebc5 Integrated neutralizer to MVP 2025-11-04 15:50:16 +01:00
ValueOn AG
2255c9009d fixed critical bug in models to use previous workflow object instead of properly instanciated current object 2025-11-04 14:30:48 +01:00
ValueOn AG
55fb23f7c0 fixes workflow and chat object 2025-11-04 10:45:30 +01:00
ValueOn AG
90663963ff refactored and properly separated self.chat and self.workflow 2025-11-04 10:30:23 +01:00
ValueOn AG
7ee5d4061b Core AI system ready for production 2025-11-04 01:34:57 +01:00
ValueOn AG
a53d8f8e33 app chain validation - fixed issues 2025-11-03 23:51:20 +01:00
ValueOn AG
22974653a2 automation admin center integrated 2025-11-03 00:38:50 +01:00
ValueOn AG
837748dac9 implemented workflow automation 2025-11-03 00:14:02 +01:00