dfmsolutions/AOS
1
0 Fork 0
Code Issues Pull Requests Actions 1 Packages Projects Releases Wiki Activity
53 Commits 1 Branch 0 Tags
de6573b15eae19904ca07b8c16b6448469230084
Commit Graph
18 Commits
Author SHA1 Message Date
Z User de6573b15e feat: Invoice PDF + Beleg file upload with content-addressed storage 
2 new features:

1. Invoice PDF (GET /api/aos/invoices/[id]/pdf)
   - Generates German invoice as print-ready HTML (browser → Print to PDF)
   - Real agency header (name, legal form, USt-IdNr, register, bank, BIC from settings)
   - Customer block, line items table, net/tax/gross totals
   - ZUGFeRD/XRechnung badges if applicable
   - German number/date formatting (1.234,56 € / 27.10.2026)
   - GoBD: no-store cache header
   - 3.2KB per invoice, contains RECHNUNG + Gesamt
   (Production: Typst for server-side PDF generation per PRD §5.2)

2. Beleg file upload (POST /api/aos/belege/upload)
   - Multipart/form-data file upload
   - Content-addressed storage (SHA-256 hash, atomic write, dedup)
   - Magic number content type detection (PDF, PNG, JPEG, etc.)
   - Duplicate detection (same hash → 409)
   - GoBD retention (8 years for invoices, 6 for others)
   - Audit-logged
   - Tested: upload OK, duplicate → 409

0 TS errors, ESLint clean.
 2026-10-28 01:24:48 +00:00
Z User 2aa3496a90 feat: Leads Finder discovery + WordPress license validate + file storage 
3 new PRD features:

1. Leads Finder discovery (PRD §6.2 Stage 1: Discover)
   - Real SerpAPI integration (Google Maps local search)
   - Real Tavily integration (web search API)
   - Real Firecrawl integration (search + scrape)
   - Returns company name, website, address, phone, description
   - API key required (503 with hint if not configured)
   - Rate limited, Zod validated, audit-logged
   - POST /api/aos/leads/discover

2. WordPress-compatible license validation (PRD §6.4)
   - POST /api/aos/licenses/validate
   - WordPress plugin updater response format
   - Domain auto-activation with max check
   - Offline grace period (14 day default, configurable)
   - Status checks: active/suspended/expired/revoked
   - Rate limited (30/min), Zod validated, audit-logged
   - Tested: active→valid✓, invalid→404, expired→403, suspended→403

3. Content-addressed file storage (PRD §5.5)
   - src/lib/storage.ts
   - SHA-256 hash addressing with sharded dirs (first 2 chars)
   - Atomic writes (temp file → rename)
   - Hash verified on read (tamper detection)
   - Deduplication (same content = same hash = one file)
   - Content type detection from magic numbers (PDF, PNG, JPEG, GIF, WebP, ZIP)
   - storeFile(), readFile(), fileExists(), deleteFile()

0 TS errors, ESLint clean.
 2026-10-27 23:49:25 +00:00
Z User e45b68bb8b feat: IMAP mail sync with thread-to-contact matching (PRD §6.1) 
Real IMAP connection via imapflow library:
- Connects to IMAP server (IMAPFlow, TLS on port 993)
- Fetches recent messages (configurable limit, default 20)
- Extracts: from, fromEmail, subject, date, snippet (200 chars)
- Thread-to-contact matching (PRD §6.1):
  1. Match sender email against persons table
  2. If no person match, extract domain and match against company.website
  3. Returns matchedCompany + matchedPerson for each email
- Audit-logged (action: crm.mailsync:imap)
- Zod validated (host, port, user, password, folder, limit)
- 502 on IMAP connection failure with detail
- 400 on validation failure

Tested: invalid creds → 502 'IMAP connection failed', missing host → 400
 2026-10-27 22:50:50 +00:00
Z User 7acc0c5451 chore: sync files after PRD gap fixes (Zod, rate-limit, custom-fields, CSP, boundary) 
5 PRD gaps fixed:
1. Zod validation on all API inputs (§5.2) — 26 files, 27 safeParse
2. Rate limiting on public endpoints (§5.6) — 6 scopes, 7 endpoints
3. Custom fields JSONB with schema (§5.5) — 2 models, 10 seed defs
4. CSP + security headers (§5.6) — 7 headers via next.config.ts
5. ESLint module boundary rule (§5.4) — no-restricted-imports

0 TS errors, ESLint clean.
 2026-10-27 22:48:01 +00:00
Z User 81acd9df7a feat: Custom fields — JSONB with schema per entity (PRD §5.5) 
Models: CustomFieldDef (schema definitions) + CustomFieldValue (entity values)
- Per entity type: company, person, deal, project, invoice, ticket, contract
- Field types: string, number, boolean, date, select, multiselect
- Options for select/multiselect stored as JSON
- Unique constraint: (entityType, key) for definitions, (entityType, entityId, fieldDefId) for values

API /api/aos/custom-fields:
- GET: list all definitions (+ filter by entityType)
- POST: create definition (Zod validated, lowercase_snake_case key, unique check)
- PATCH: set value on entity (upsert pattern)

Seed: 10 field definitions across 6 entity types
  - company: branche, mitarbeiterzahl, umsatzklasse
  - person: entscheider, kontaktweg
  - deal: wettbewerber, entscheidungsgrund
  - project: prioritaet
  - invoice: kostenstelle
  - ticket: auswirkung

Verified: 10 defs, 3 company fields, duplicate→409, invalid key→400
 2026-10-27 22:19:25 +00:00
Z User d5dc2a1832 feat: Rate limiting on all public endpoints (PRD §5.6) 
In-memory rate limiter with configurable limits per scope:
- auth: 5 req/min (login, passkey — future)
- public: 20 req/min (setup mail test, public forms)
- api: 100 req/min (public REST API v1)
- license: 30 req/min (license validate/activate — future)
- mcp: 60 req/min (MCP server)
- webhook: 10 req/min (webhook test trigger)

Applied to 7 endpoints:
- /api/mcp (MCP JSON-RPC — 60/min)
- /api/v1/companies (public REST — 100/min)
- /api/v1/invoices (public REST — 100/min)
- /api/v1/licenses (public REST — 100/min)
- /api/v1/webhooks/test (webhook test — 10/min)
- /api/aos/setup/test-mail (public form — 20/min)

429 response with Retry-After + X-RateLimit headers.
Recreated /api/v1/webhooks/test/route.ts (lost in git merge).
 2026-10-27 21:33:43 +00:00
Z User 2614ce4e3d feat: Zod validation on all API inputs (PRD §5.2) 
26 files with Zod schemas, 27 safeParse calls.
All POST/PATCH handlers now validate input:
- Missing required fields → 400 with structured error
- Invalid types (string vs number) → 400
- Out-of-range values (probability >100, negative amounts) → 400
- Valid data still works (behavior preserved)

Pattern: schema.safeParse(await req.json()) → 400 on failure
 2026-10-27 21:29:51 +00:00
Z User 97426e0ca8 feat: 29 MCP tools — full agency read+write coverage 
5 new MCP read tools (29 total: 16 read + 13 write):
- get_contracts: Verträge (AVV, NDA, SLA, Werkvertrag) with status + value
- get_projects: Projects with progress, budget, task/time counts
- get_timesheet: Weekly timesheet grid with lock status
- get_notifications: All alerts (overdue invoices, expiring licenses, SLA breaches)
- get_calendar: Upcoming deadlines (30-day look-ahead across all modules)

Claude Code can now read:
  companies, pipeline, invoices, leads, dashboard, tickets, buchhaltung,
  anlagen, kassenbuch, belege, finanzamt, contracts, projects, timesheet,
  notifications, calendar (16 read tools)

And write:
  approve lead, create ticket/deal/task/invoice/buchung/beleg/pauschale/kassenbuch,
  log time, finalize invoice, run recurring, update deal stage (13 write tools)

All 29 tools tested and verified working.
 2026-10-27 20:46:31 +00:00
Z User 9c226c471c feat: 24 MCP tools (full accounting write) + Copilot instructions 
4 new MCP write tools (24 total: 11 read + 13 write):
- create_buchung: SKR04 Buchungssatz (Soll an Haben, doppelte Buchführung)
- create_beleg: Register receipt with SHA-256 hash, GoBD retention
- create_pauschale: Homeoffice/Kilometer/Verpflegung with auto-computed amounts
  (€6.92/day, €0.30/km, €14/€24/€28 per EStG)
- create_kassenbuch_entry: Cash book entry (§ 146 AO, immutable, running balance)

Added .github/copilot-instructions.md
Fixed TypeScript strict-mode issues with MCP args type safety

Claude Code can now:
- Read: companies, pipeline, invoices, leads, dashboard, tickets, buchhaltung, anlagen, kassenbuch, belege, finanzamt
- Write: deals, tasks, time, invoices (+ finalize), recurring, leads (approve), tickets, buchungen, belege, pauschalen, kassenbuch
 2026-10-27 20:30:16 +00:00
Z User ab9fd10b5e feat: Claude Code auto-detect (.mcp.json) + 20 MCP tools + health endpoint 
Claude Code integration:
- .mcp.json at repo root for auto-detection (uses seed admin token)
- CLAUDE.md project instructions (commands, architecture, rules)
- Pre-seeded admin token: aos_admin_seed_token_for_claude_code_2026
  - Scopes: all read + all write + mcp:read + mcp:write
  - Works out of the box after bun run src/lib/seed.ts

5 new MCP read tools (20 total: 11 read + 9 write):
- get_buchhaltung: SKR04 Konten, Journal, Saldenliste, EÜR summary
- get_anlagen: Anlagenverzeichnis with AfA, book values, GWG
- get_kassenbuch: Cash book entries, running balance
- get_belege: Receipts with SHA-256 content hashes
- get_finanzamt: VAT returns, Jahreserklärungen, Jahresarchive

Fix: api-auth regex updated to allow underscores in tokens (aos_[a-z0-9_]+)

Health endpoint: GET /api/health (DB connection + version + uptime)
 2026-10-27 20:23:50 +00:00
Z User 7142ffbe6c feat: MCP admin-level tools — Claude Code can manage the full agency 
7 new WRITE MCP tools (15 total):
- create_deal: create deals with value, stage, probability
- update_deal_stage: move deals through the pipeline
- create_task: create tasks with priority, assignee, estimate
- log_time: log billable time entries with rate
- create_invoice: create draft invoices with line items
- finalize_invoice: lock + set to sent (GoBD Festschreibung)
- run_recurring: trigger recurring invoice scheduler + license suspend

Added scopes: crm.deal:write, finance.invoice:write, finance:write, projects:write
Claude Code with an admin token can now:
- Search companies, view pipeline, check invoices (read)
- Create deals, tasks, log time, create+finalize invoices (write)
- Run the recurring scheduler (admin)
- Approve leads, create tickets (existing write tools)

All actions audit-logged with actor 'mcp-agent'
 2026-10-27 19:50:43 +00:00
Z User 07147a758c feat: DATEV Export (EXTF v5.0) + iCal Fristen feed + UI buttons 
DATEV Export:
- Real DATEV EXTF Buchungsstapel format (v700, semicolon-separated)
- Header line with metadata (consultant, client, year, currency)
- Data rows: Soll, Haben, Betrag, Belegdatum, Text, Belegnr, USt%
- Also supports simple CSV format
- Audit-logged
- Download button in SKR04/Buchführung tab

iCal Fristen Feed:
- Real .ics calendar feed (RFC 5545 compliant)
- Aggregates ALL deadlines: UStVA, contracts, licenses, assets, projects, invoices
- 23 events from 6 modules
- Subscribe via webcal:// URL in Apple/Google/Outlook Calendar
- Download button in SKR04/Buchführung tab

0 TypeScript errors, ESLint clean
 2026-10-27 18:51:55 +00:00
Z User 6cbf0b2879 feat: Full company accounting — SKR04, doppelte Buchführung, GoBD Festschreibung 
Haben-cloned features for complete company accounting:

SKR04 Kontenrahmen (21 Konten):
- Bestandskonten (Aktiv/Passiv): Bank, Kasse, EDV-Anlagen, Verbindlichkeiten
- Erlöskonten: Erlöse 19% USt, Fremdleistungen
- Aufwandskonten: Bezogene Leistungen, Bürobedarf, EDV-Kosten, Reisekosten, Löhne
- Steuerkonten: USt 19%/7%, abziehbare Vorsteuer

Doppelte Buchführung (Buchungssatz):
- Soll an Haben booking system
- Journal with lückenlose Nummerierung (BUC-2026-XXXX)
- Saldenliste (account balances per Konto)
- GoBD Festschreibung (immutable via SHA-256 hash)
- Reverse Charge and §19 UStG (Kleinunternehmer) flags

EÜR (Einnahmen-Überschuss-Rechnung):
- Anlage EÜR with AVEÜR line numbers
- § 4 Abs. 3 EStG computation
- Gewinn: €14.506 (2026)

Jahresabschluss (GoBD):
- Immutable year-end archive with SHA-256 hash chain
- Links to previous year (2025 → 2026)
- Festschreibung of all bookings in the year
- Aufbewahrungsfrist: 8 Jahre (GoBD) / 10 Jahre (§ 147 AO)

Jahreserklärungen:
- USt-Erklärung (yearly, more lines than monthly UStVA)
- Anlage EÜR, Einkommensteuer, Gewerbesteuer
- ELSTER submission tracking

Seed: 21 Konten, 7 Buchungssätze, 9 EÜR entries, 2 Jahreserklärungen, 1 Jahresarchiv
 2026-10-27 18:13:04 +00:00
Z User 1573931c0f feat: Haben-clone + client portal privacy fix 
Client Portal privacy (şirket sırrı):
- Removed PRD references from client-facing text
- Removed 'Projekt-isolierter Zugriff' technical term
- Changed to 'Sichere Verbindung' / 'Sicher geschützt'
- Onboarding overlay only shows to agency users (not portal)

Haben-cloned features (Almanya/EU muhasebe uyumu):
- Belege: content-addressed receipts (SHA-256 hash, GoBD retention 8/6 years)
- Pauschalen: Homeoffice (€6.92/day), Kilometer (€0.30/km), Verpflegung (€14/€24/€28)
  - EStG § 4 Abs. 5, § 9 Abs. 1 compliant rates (2026)
- Anlagen & AfA: Anlagenverzeichnis with linear depreciation
  - GWG (≤€800 Sofortabschreibung, § 6 Abs. 2 EStG)
  - Sammelposten (€251-€1000, § 6 Abs. 2a EStG, 5 years)
  - Annual AfA computation + accumulated AfA + book value
- Kassenbuch: cash book (§ 146 AO, § 22 UStG)
  - Immutable (GoBD), running balance, audit-logged
  - Gapless numbering (KAS-2026-XXXX)

Seed data: 5 Belege, 7 Pauschalen, 5 Anlagen, 5 Kassenbuch entries
TypeScript: 0 errors | ESLint: clean
 2026-10-27 17:40:47 +00:00
Z User 49377bb2de feat: CSV Import for CRM (PRD §6.1: CSV import/export with mapping) 
- Real RFC 4180 CSV parser (handles quoted fields, escaped quotes, newlines)
- 3-step import dialog: upload → map columns → result
- Column auto-detection (name/firma/company)
- Duplicate detection (name + website)
- Creates companies + optional persons
- Import audit-logged
- Result summary: created, skipped, errors
 2026-10-27 17:15:00 +00:00
Z User 597bfbc3d8 feat: Recurring invoices + license suspend on dunning level 3 (PRD §6.4/§6.6) 
- Recurring API: list contracts needing invoicing + run endpoint
- Auto-generate draft invoices for Wartung/SLA + Dienstvertrag contracts
- Automatic license suspension at dunning level 3 (PRD §6.4)
- Recurring billable expenses tracking
- MRR/ARR computation from contracts + expenses
- Prisma: added Contract.company + Expense.company relations
- Scheduler info (pg-boss monthly cron in production)
 2026-10-27 16:51:58 +00:00
Z User 6c42c6525a feat: Data Management (DSGVO Art. 15/20/30 — export, inventory, retention) 
- Data Management API: inventory (Art. 30 Verarbeitungsverzeichnis) + export
- JSON export with SHA-256 checksum (GoBD Jahresarchiv)
- CSV export (DATEV/Excel-compatible)
- Export history (audit-logged)
- Retention periods (8/6 years per GoBD)
- Art. 17 erasure notice (pseudonymization, legal precedence)
- 159 records across 10 categories with legal basis per category
 2026-10-27 16:27:42 +00:00
Z User fa8dd46571 refactor: professional code quality audit 
- Fix all TypeScript compilation errors (0 errors in src/)
- Add try/catch error handling to ALL API routes (38 handlers)
- Fix empty catch blocks (api-auth.ts now logs warnings)
- Add aria-labels to all icon-only buttons (WCAG 2.1 AA)
- Fix Prisma type mismatches (OR filter, Person.companyId, Estimate.projectId, Ticket.createdAt)
- Fix webhook PATCH route (moved to [id]/route.ts)
- Fix mobile-bottom-nav type safety
- Fix KB route where-clause type
- Fix test-mail banner null vs undefined
- Fix task comment fetch: add cancellation + error toast
- ESLint: 0 errors, 0 warnings
- 175 files, 24.741 lines of code
 2026-10-27 12:23:32 +00:00