gateway/modules/workflows/methods
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
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methodAi cleaned up all route and main references - no direct access to db.getRecordset - only over interfaces 2026-02-04 14:09:35 +01:00
methodChatbot refactored features phase II 2026-01-23 01:10:00 +01:00
methodContext refactored features phase II 2026-01-23 01:10:00 +01:00
methodJira refactored features phase II 2026-01-23 01:10:00 +01:00
methodOutlook revised state machine for workflow backend and ui 2026-02-08 00:25:48 +01:00
methodSharepoint sync trustee feature with rma 2026-02-22 00:07:33 +01:00
methodTrustee Add document type, payment data and detailed descriptions to trustee positions 2026-03-01 10:14:46 +01:00
methodBase.py logical fixes 2026-02-09 23:44:52 +01:00