Commit Graph

8 Commits

Author SHA256 Message Date
mkt
a121c97cde Add Tags-filter and phase2 ping-MCP instruction docs
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-16 16:33:37 +02:00
mkt
e61af83d25 Make custom Tags relation filterable on all four entities
Expose the custom many-to-many CTag "Tags" relation as a linkMultiple
field (cTags) so it can be added to the list-view Search Filters, and
build the full Tags setup on Lead from scratch in parity with the others.

Opportunity / Contact / Account (relation already existed):
- add fields.cTags (linkMultiple) to entityDefs
- add cTags to the Search-Filters layout (Opportunity appended, preserving
  cAccount1; Contact/Account get a full filters.json incl. cTags)

Lead (built from scratch):
- create Lead<->CTag many-to-many relation via EntityManager (relationName
  cLeadTag, join table c_lead_tag); link normalized to cTags to mirror the
  other three (API auto-prefix had produced cCTags)
- add cTags field, de_DE/en_US labels, clientDefs panel polish (create:false,
  unlink-only row actions), bottomPanelsDetail entry, and filters.json
- CTag side: links.interessenten label de "Interessenten" / en "Leads"

Verified via API/DB: cTags linkMultiple present on all four scopes; Lead
link/CTag.interessenten resolve; Any of / All of / None of filters execute
and return correct results end-to-end; existing data intact.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-16 16:31:30 +02:00
mkt
cebe829dcd Add README, customization snapshot, and snapshot/restore tooling
Provisioning now restores all GUI customizations on reset+reprovision:

- create_pod_espocrm.sh: deploy the version-controlled espocrm-custom/ tree
  (CTag entity, layouts, i18n, clientDefs, custom views, custom CSS) into the
  pod, then chown www-data and rebuild. Replaces the earlier inline CSS-only
  step. Adds a live-phase cache rebuild so customizations and the client
  cacheTimestamp are refreshed on every run.
- espocrm-custom/: snapshot of custom/ and client/custom/ (source of truth).
- snapshot_espocrm_custom.sh: refresh the snapshot from a running pod.
- readme.md: usage, first-time host setup, image-update and reset workflows.
- Include the task/instruction notes and plan.md for reference.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-06 16:51:02 +02:00
mkt
79ea236da0 Markdown tables now have variable column width 2026-06-06 13:40:12 +02:00
mkt
eefb9e69ab Added add image button to Email signature editor 2026-06-05 22:14:26 +02:00
mkt
03011670a3 Removed EspoCRM GUI elements risky for tags; new restore script 2026-06-04 09:28:26 +02:00
mkt
9f776c4006 EspoCRM related shell scripts, initial versions 2026-06-01 20:23:09 +02:00
mkt
43f7f251ba Initial commit 2026-06-01 18:38:37 +02:00