Commit graph

199 commits

Author SHA1 Message Date
ValueOn AG
f65223137e automation unification implemented 2026-04-07 00:49:08 +02:00
Patrick Motsch
a1df2df3c5
Merge pull request #115 from valueonag/feat/unified-data-bar
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
ValueOn AG
75484c0f73 BREAKING CHANGE
API and persisted records use PowerOnModel system fields:
- sysCreatedAt, sysCreatedBy, sysModifiedAt, sysModifiedBy
Removed legacy JSON/DB field names:
- _createdAt, _createdBy, _modifiedAt, _modifiedBy
Frontend (frontend_nyla) and gateway call sites were updated accordingly.
Database:
- Bootstrap runs idempotent backfill (_migrateSystemFieldColumns) from old
  underscore columns and selected business duplicates into sys* where sys* IS NULL.
- Re-run app bootstrap against each PostgreSQL database after deploy.
- Optional: DROP INDEX IF EXISTS "idx_invitation_createdby" if an old index remains;
  new index: idx_invitation_syscreatedby on Invitation(sysCreatedBy).
Tests:
- RBAC integration tests aligned with current GROUP mandate filter and UserMandate-based
  UserConnection GROUP clause; buildRbacWhereClause(..., mandateId=...) must be passed
  explicitly (same as production request context).
2026-03-28 18:12:37 +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
idittrich-valueon
04305c5f95 basic functionality 2026-03-22 16:15:11 +01:00
idittrich-valueon
c168443d4f feat: first version of graphical automation feature 2026-03-22 15:25:29 +01:00
ValueOn AG
4e843761a9 Cleaned backend and enhanced ai call failover modes 2026-03-17 22:51:05 +01:00
ValueOn AG
7fe6f9bc97 new ai agent 2026-03-15 23:38:21 +01:00
ValueOn AG
c8b7517209 refactor: modules/services/ abgeloest durch serviceCenter + serviceHub
serviceCenter = DI-Container (Resolver, Registry, Context) fuer Service-Instanziierung
serviceHub = Consumer-facing Aggregation (DB-Interfaces, Runtime-State, lazy Service-Resolution via serviceCenter)

- modules/serviceHub/ erstellt: ServiceHub, PublicService, getInterface()
- 22 Consumer-Dateien migriert (routes, features, tests): imports von modules.services auf serviceHub bzw. serviceCenter umgestellt
- resolver.py: legacy fallback auf altes services/ entfernt
- modules/services/ komplett geloescht (83 Dateien inkl. dead code mainAiChat.py)
- pre-extraction: progress callback durch chunk-pipeline propagiert, operationType DATA_EXTRACT->DATA_ANALYSE fuer guenstigeres Modell
2026-03-14 11:51:45 +01:00
7a287065a4 fix:deleted old documentation 2026-03-09 11:03:02 +01:00
d78f071682 bug: sharepoint target address from automation feature 2026-03-09 11:03:02 +01:00
125c2bbce7 stop automation bug fix 2026-03-09 11:03:02 +01:00
d7636d72c4 bug:service center 2026-03-09 11:03:01 +01:00
13322e7cf8 feat: included service center in playground feature to replace old services 2026-03-09 11:03:01 +01:00
f4fb4637ea Merge branch 'feat/service-center' into int 2026-03-06 15:32:59 +01:00
853cce2cf0 feat: implemented the service center into the automation feature 2026-03-06 15:32:27 +01:00
5db31f10ee fix: sharepoint base path 2026-03-06 15:27:54 +01:00
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