New "Customer analytics" page under Monitoring: surfaces who is actively in
contact vs. who has gone quiet, so the team can reach out before a customer
slips away.
- KPI tiles: total / active / no-contact / never-in-contact
- "Customers without recent contact" — longest silence first
- "Top customers by communication" — most ticket activity in the period
- Configurable no-contact threshold (helpdesk settings, default 60 days)
CustomerEngagementService aggregates the global ticket snapshot per customer
(same single-pull model as RiskRadarService — no N+1 to BC). Last contact is
the most recent ticket activity; silence beyond the threshold flags the
customer. Revenue ranking deferred (BC OData exposes no per-customer ledger).
All within modules/helpdesk/. Tests + PHPStan green.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Adds helpdesk/dashboard route, empty page/view, Overview nav group in the
sidebar, and Dashboard i18n keys (de + en). No content yet.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Migrates the ticket detail view (communication feed + ticket metadata aside)
into the core detail drawer pattern. Click a ticket number in the customer's
support tab → drawer slides in with the full ticket thread; arrow icons step
through the current filter page; ↗ opens the full page.
- `modules/helpdesk/templates/helpdesk-ticket-detail.phtml` extracts the
body (communication feed container + metadata aside + i18n JSON) so the
full page and the fragment render from the same source.
- `ticket-fragment($id).php` / `(none).phtml` reuse BcODataGateway::getTicket
and enforce the same ABILITY_ACCESS guard as the full page. Connection
errors render inline without aborting the fragment.
- Route `helpdesk/ticket-fragment/{id}` declared in module.php.
- `helpdesk-detail.js` wires the tickets grid: ticket-no formatter emits
`data-drawer-trigger`, `linkColumn` disabled, `initDetailDrawer` called
with `onContentLoaded → initHelpdeskTicket(contentEl)` so the async
communication feed loads inside the drawer just like on the full page.
- `fetchUrl`/`fullUrl` written as single-expression arrows so the
DetailDrawerFragmentContractTest can discover the consumer and validate
the fragment endpoint files exist — the test now covers all three drawer
consumers (address book, admin users, helpdesk tickets).
The full-page ticket view is unchanged for users who deep-link directly;
only the router-to-body wiring moved through the partial.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
New Updates page in the Helpdesk module that fetches UPDATE/UPDATE-HF tickets
from Business Central (PBI_LV_Tickets) and allows assigning a domain and Gitea
link via a dialog. Ticket status (from BC) and assignment status (local) are
shown as separate columns with filters for both plus type and free-text search.
Assigned updates also appear on the domain detail page. Includes session-cached
BC fetch with refresh button, admin permissions, migration, and 16 unit tests.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Implement handover protocols as a new entity in the helpdesk module,
allowing users to create fillable protocol records from admin-defined
software product schemas.
Key additions:
- DB migration (helpdesk_handovers table) with tenant scope
- HandoverService with status workflow (draft/in_progress/completed/archived)
- Three-tier permissions (view/create/manage)
- Two-step creation wizard (Stripe-style assistant)
- Grid.js list page with search and status filter
- Edit/detail page with aside metadata and status controls
- Reusable core autocomplete lookup component (app-lookup-field)
- Debitor lookup data endpoint for autocomplete
- Dynamic form rendering from schema snapshots
- 11 PHPUnit tests for HandoverService
- DE+EN i18n translations (48 keys each)
Also includes: PHPStan fixes (dead code removal, stale baseline cleanup),
software product edit title improvement, fieldset simplification,
and Stripe-style hover for schema preview.
Workflow: HD-HANDOVERS-001 (.agents/runs/HD-HANDOVERS-001/)
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Add a new Software-Produkte feature to the helpdesk module that syncs
contract types (Create_SaaS_License=true) from BC OData into a local
database table with a nightly scheduler job, providing a Grid.js list
page and detail/edit page for managing custom product names.
- DB migration 003: helpdesk_software_products table (code UNIQUE key)
- BcODataGateway: FS_Contract_Types entity with SaaS filter + fallback
- SoftwareProductRepository: upsert, listPaged, softDelete, updateName
- SoftwareProductSyncService: fetch → upsert → soft-delete lifecycle
- SoftwareProductSyncJobHandler: daily at 02:00 via scheduler platform
- SoftwareProductService: web UI business logic with validation
- Permission: helpdesk.software-products.manage (nav-gated)
- List page: Grid.js with Code, BC Description, Name, Status columns
- Detail page: Code/BC Description read-only, Name editable, PRG pattern
- i18n: de + en translation keys
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Add a new "Domains" page to the helpdesk module that fetches domain data
from the FS_Contract_Domains OData endpoint and enriches each domain with
its contract type (PI_Header_Type) by joining with FS_Contract_Lines_Test
where Type = 'Domain'.
New files:
- domains/index().php, index(default).phtml, filter-schema.php — list page
- domains-data().php — data endpoint with PHP-side filtering/sorting
- helpdesk-domains-index.js — Grid.js via initStandardListPage()
Gateway additions:
- listDomains() — fetch all contract domains
- listDomainContractLines() — fetch domain-type contract lines for type lookup
Sidebar restructured into three collapsible groups (Lookup, Monitoring,
Administration) with per-group icons and color coding, matching the core
admin panel pattern.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Restructure helpdesk tenant settings into per-connection config with
improved token handling. Update risk radar data endpoint and UI.
Clean up ImageUploadTrait and update architecture contract tests.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Add architecture test ViewLayerOutputEscapingContractTest that flags
raw <?php echo in .phtml files. Legitimate uses (pre-built ARIA attrs
from navActive(), hardcoded role values, pre-rendered HTML fragments)
must carry an inline // raw-html-ok: reason marker.
Annotated all 11 existing raw echo sites with justification markers.
Added guard to catalog, enforcement map (automated), CLAUDE.md security
section, and never-do-this list.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
New portfolio view scoring customers 0-100 across five dimensions:
- Open pressure (30%): open + critical ticket count
- Trend (25%): net ticket flow (created - closed) in period
- SLA overdue (20%): tickets exceeding escalation targets
- Resolution time (15%): median hours to close (null = neutral)
- Inactivity (10%): age of oldest open ticket
Card grid with score badges (color-coded high/medium/low), metric
pills, driver bars. Click opens detail dialog with all dimensions
and open ticket list. Clientside search filter.
PBI_LV_Tickets with client-driven paging ($skip/$top, hardcap 5000).
Escalation definitions cached separately (30min TTL). Truncated
banner when data is capped.
New: RiskRadarService, getTicketsForRiskRadar(), 13 PHPUnit tests,
permission helpdesk.risk-radar.view, 2 routes, i18n de+en.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
New standalone page (helpdesk/team) showing support agent workload
aggregated from BC tickets. KPI bar (open, unassigned, avg age, resolved),
per-agent table sorted by open tickets, period selector (30/90/180/365d).
Global OData query via getTicketsForTeam() without customer filter.
New permission helpdesk.team-workload.view with admin role assignment.
Includes 6 PHPUnit tests for buildTeamWorkloadDashboard().
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Merge 'System recommendations' (5 rules × 3-4 fields) and 'Controlling'
(4 rules × 2 fields) into a single 'Automation' tab with two sections:
Recommendations and Risk monitoring. Each rule now shows only a toggle and
help text; priority fields removed (hardcoded in action). Advanced disclosure
for recommendation thresholds. Fix nav highlighting bug where 'Kunden' was
also highlighted when Settings was active.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Add support/sales/controlling dashboards with KPIs, trend charts and
risk indicators. Add debitor communication timeline, contact filters,
system recommendations engine, and configurable controlling risk rules.
Rename search→index to fix query-string preservation on back navigation.
Remove fake escalation rate metric, add KPI info tooltips, and switch
trend chart colors to red (created) / green (closed) for clarity.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- add helpdesk module pages, services, settings and tests
- standardize debtor list on drawer/grid contracts and robust filter drawer behavior
- add helpdesk aside panel navigation and settings visibility provider
- switch primary list slug to helpdesk/debitor and remove helpdesk/search compatibility
- include required core contract updates for list contracts and detail/drawer integration