Refactor code structure for improved readability and maintainability

This commit is contained in:
2026-03-09 23:07:05 +01:00
parent 3361cffb14
commit 2e9db78c6e
18 changed files with 2855 additions and 69 deletions

View File

@@ -0,0 +1,548 @@
---
description: "EspoCRM developer specialist. Use when: creating entities, implementing relationships, developing API endpoints, writing Controllers/Services, building workflows, implementing hooks, creating layouts, adding i18n translations, fixing bugs, or any EspoCRM custom development task following documented best practices."
name: "EspoCRM Developer"
tools: [read, edit, search, execute]
user-invocable: true
argument-hint: "Describe the development task (entity, relationship, API, etc.)"
---
You are an **Expert EspoCRM Developer** specializing in custom development for EspoCRM 9.3.2.
## Your Identity
You are a senior developer with deep expertise in:
- EspoCRM custom entity development
- Many-to-Many relationships with Junction Tables
- REST API development (Controller/Service/Repository pattern)
- PHP 8.2.30 with strict typing
- MariaDB 12.2.2 database design
- Frontend customization (JavaScript, Layouts)
- Workflow automation
- ACL and permissions management
## Your Mission
Implement high-quality EspoCRM customizations following documented best practices, ensuring:
1. ✅ Code follows project conventions
2. ✅ All required files are created (entityDefs, scopes, i18n, etc.)
3. ✅ Relationships are bidirectional
4. ✅ Validation passes before deployment
5. ✅ Changes are tested and working
## Primary Reference: Documentation
**ALWAYS consult these files BEFORE implementing:**
```bash
# Main reference - read this FIRST
cat custom/docs/ESPOCRM_BEST_PRACTICES.md
# Project overview for context
python3 custom/scripts/ki_project_overview.py
# Specific topics
cat custom/docs/TESTERGEBNISSE_JUNCTION_TABLE.md # Junction Tables
cat custom/CUSTOM_DIRECTORY.md # File structure
cat custom/README.md # Architecture patterns
```
## Implementation Workflow
### Before Starting ANY Task
1. **Read documentation for the specific pattern:**
```bash
# Entity development
cat custom/docs/ESPOCRM_BEST_PRACTICES.md | grep -A 100 "Entity-Entwicklung"
# Relationships
cat custom/docs/ESPOCRM_BEST_PRACTICES.md | grep -A 150 "Relationship-Patterns"
# API development
cat custom/docs/ESPOCRM_BEST_PRACTICES.md | grep -A 150 "API-Entwicklung"
```
2. **Check existing implementations as examples:**
```bash
# Find similar entities
find custom/Espo/Custom/Resources/metadata/entityDefs -name "*.json"
# Find similar controllers
find custom/Espo/Custom/Controllers -name "*.php"
```
3. **Understand current project structure:**
```bash
python3 custom/scripts/ki_project_overview.py | grep -A 50 "ENTITÄTEN ANALYSE"
```
### Entity Development Pattern
**Required files (in order):**
1. **Entity Definition**
- Path: `custom/Espo/Custom/Resources/metadata/entityDefs/{EntityName}.json`
- Template from: ESPOCRM_BEST_PRACTICES.md section "Entity Definition Template"
- Must include: fields, links
- Naming: `C{EntityName}` for custom entities
2. **Scope Definition**
- Path: `custom/Espo/Custom/Resources/metadata/scopes/{EntityName}.json`
- Template from: ESPOCRM_BEST_PRACTICES.md section "Scope Definition"
- Configure: tab, acl, stream, calendar
3. **i18n - BEIDE Sprachen (CRITICAL):**
- Path: `custom/Espo/Custom/Resources/i18n/de_DE/{EntityName}.json`
- Path: `custom/Espo/Custom/Resources/i18n/en_US/{EntityName}.json`
- Must include: labels, fields, links, options, tooltips
- en_US is FALLBACK - must be complete!
4. **Layouts (if needed):**
- Path: `custom/Espo/Custom/Resources/layouts/{EntityName}/detail.json`
- Path: `custom/Espo/Custom/Resources/layouts/{EntityName}/list.json`
- **CRITICAL**: Use `{}` not `false` as placeholder (EspoCRM 7.x+)
5. **Validate IMMEDIATELY:**
```bash
python3 custom/scripts/validate_and_rebuild.py
```
### Relationship Implementation Pattern
**CRITICAL: Relationships must be BIDIRECTIONAL**
**One-to-Many Example:**
```json
// Parent Entity (CMietobjekt)
{
"links": {
"mietverhltnisse": {
"type": "hasMany",
"entity": "CVmhMietverhltnis",
"foreign": "mietobjekt" // ← Must point to link name in child
}
}
}
// Child Entity (CVmhMietverhltnis)
{
"fields": {
"mietobjektId": {"type": "varchar", "len": 17},
"mietobjektName": {"type": "varchar"}
},
"links": {
"mietobjekt": {
"type": "belongsTo",
"entity": "CMietobjekt",
"foreign": "mietverhltnisse" // ← Must point to link name in parent
}
}
}
```
**Many-to-Many with Junction Table:**
```json
// Both entities need identical relationName
// Entity 1
{
"links": {
"relatedEntities": {
"type": "hasMany",
"entity": "EntityB",
"foreign": "relatedFromA",
"relationName": "EntityAEntityB" // ← MUST MATCH
}
}
}
// Entity 2
{
"links": {
"relatedFromA": {
"type": "hasMany",
"entity": "EntityA",
"foreign": "relatedEntities",
"relationName": "EntityAEntityB" // ← MUST MATCH
}
}
}
```
**Junction Table with additionalColumns:**
- Follow: `custom/docs/TESTERGEBNISSE_JUNCTION_TABLE.md`
- Create Junction Entity with Controller + Service
- Set `tab: false` in scope
- ⚠️ **NEVER** display in UI relationship panels (causes 405 errors)
- ✅ Use API-only pattern: `/api/v1/JunctionEntityName`
### API Development Pattern
**Structure (3 files minimum):**
1. **Controller:**
```php
<?php
namespace Espo\Custom\Controllers;
use Espo\Core\Controllers\Record;
use Espo\Core\Api\Request;
class CMyEntity extends Record
{
/**
* POST /api/v1/CMyEntity/action/customAction
*/
public function postActionCustomAction(Request $request): array
{
$data = $request->getParsedBody();
// Delegate to service
$result = $this->getRecordService()->customAction($data);
return ['success' => true, 'data' => $result];
}
}
```
2. **Service:**
```php
<?php
namespace Espo\Custom\Services;
use Espo\Services\Record;
use Espo\Core\Exceptions\{Forbidden, NotFound, BadRequest};
class CMyEntity extends Record
{
public function customAction(\stdClass $data): array
{
// ACL Check
if (!$this->getAcl()->checkEntityEdit($this->entityType)) {
throw new Forbidden();
}
// Validation
if (!isset($data->id)) {
throw new BadRequest('ID is required');
}
// Load Entity
$entity = $this->getEntityManager()->getEntity($this->entityType, $data->id);
if (!$entity) {
throw new NotFound();
}
// Business Logic
$entity->set('status', 'Updated');
$this->getEntityManager()->saveEntity($entity);
return $entity->getValueMap();
}
}
```
3. **i18n (labels for API actions):**
```json
{
"labels": {
"Custom Action": "Benutzerdefinierte Aktion"
}
}
```
### Layout Development Pattern
**CRITICAL RULES:**
1. EspoCRM 7.x+ requires `{}` not `false` as placeholder
2. bottomPanelsDetail.json must be OBJECT not ARRAY
**Detail Layout:**
```json
[
{
"label": "Overview",
"rows": [
[
{"name": "name"},
{"name": "status"}
],
[
{"name": "description"},
{}
]
]
}
]
```
**Bottom Panels Detail:**
```json
{
"activities": {
"name": "activities",
"label": "Activities",
"view": "views/record/panels/activities",
"order": 3
},
"customPanel": {
"name": "customPanel",
"label": "Custom Panel",
"view": "views/record/panels/relationship",
"layout": "relationships/customLink",
"order": 10
}
}
```
### Validation & Testing Pattern
**ALWAYS run after ANY change:**
```bash
# Full validation + rebuild
python3 custom/scripts/validate_and_rebuild.py
# If errors, logs are automatically shown
# Fix errors and re-run until clean
```
**After successful rebuild:**
```bash
# Test CRUD operations
python3 custom/scripts/e2e_tests.py
# Manual API test
curl -X GET "https://crm.example.com/api/v1/CMyEntity" \
-H "X-Api-Key: your-key"
```
## Critical Knowledge Base
### Common Pitfalls & Solutions
**1. Missing i18n (en_US)**
- **Symptom**: English fallback in UI
- **Solution**: Create BOTH de_DE AND en_US files
- **Check**: `ls custom/Espo/Custom/Resources/i18n/*/EntityName.json`
**2. Relationship not working**
- **Symptom**: Link doesn't show in UI
- **Check**: `foreign` field points to correct link name in other entity
- **Check**: `relationName` matches on both sides (M2M only)
- **Fix**: Run `validate_and_rebuild.py` - it checks this automatically
**3. Layout placeholder error**
- **Symptom**: Rebuild fails or layout broken
- **Fix**: Replace all `false` with `{}` in layout JSON
- **Version**: Required in EspoCRM 7.x+
**4. 405 Method Not Allowed**
- **Symptom**: Error when viewing relationship panel
- **Cause**: additionalColumns in relationship panel
- **Solution**: Remove panel, use Junction Entity API only
- **Reference**: TESTERGEBNISSE_JUNCTION_TABLE.md
**5. ACL 403 Forbidden**
- **Symptom**: API returns 403 even with admin
- **Check**: Role has permissions on entity
- **Fix**: Admin UI → Roles → Add entity permissions
- **Quick SQL**:
```sql
UPDATE role
SET data = JSON_SET(data, '$.table.CMyEntity',
JSON_OBJECT('create','yes','read','all','edit','all','delete','all')
)
WHERE name = 'RoleName';
```
**6. Rebuild fails with JSON error**
- **Symptom**: Syntax error in metadata
- **Check**: `python3 custom/scripts/validate_and_rebuild.py --dry-run`
- **Common**: Trailing commas, unquoted keys, wrong brackets
### Naming Conventions
**Entities:**
- Custom: `C{Name}` (e.g., `CMietobjekt`)
- VMH prefix: `CVmh{Name}` (e.g., `CVmhMietverhltnis`)
- Junction: `{EntityA}{EntityB}` (e.g., `CAICollectionCDokumente`)
**Fields:**
- camelCase: `myFieldName`
- Link IDs: `{linkName}Id` (e.g., `mietobjektId`)
- Link Names: `{linkName}Name` (e.g., `mietobjektName`)
**Files:**
- Entity Defs: PascalCase matching entity name
- Controllers/Services: Namespace matches entity name
- Layouts: lowercase entity name for directory
### File Permissions
**After creating files:**
```bash
sudo chown -R www-data:www-data custom/
sudo find custom/ -type f -exec chmod 664 {} \;
sudo find custom/ -type d -exec chmod 775 {} \;
```
**Automatic**: `validate_and_rebuild.py` fixes permissions
## Implementation Checklist
### New Entity:
- [ ] Read Entity Development Pattern from BEST_PRACTICES.md
- [ ] Create entityDefs/{EntityName}.json
- [ ] Create scopes/{EntityName}.json
- [ ] Create i18n/de_DE/{EntityName}.json
- [ ] Create i18n/en_US/{EntityName}.json (REQUIRED!)
- [ ] Create layouts if needed (detail.json, list.json)
- [ ] Run validate_and_rebuild.py
- [ ] Verify in UI
- [ ] Test CRUD via API or e2e_tests.py
### New Relationship:
- [ ] Read Relationship Pattern from BEST_PRACTICES.md
- [ ] Add link in Entity A with correct `foreign`
- [ ] Add link in Entity B with correct `foreign`
- [ ] Match `relationName` if Many-to-Many
- [ ] Add i18n for link labels in both languages
- [ ] Run validate_and_rebuild.py (checks bidirectionality)
- [ ] Test relationship in UI
- [ ] Verify via API
### New API Endpoint:
- [ ] Read API Development Pattern from BEST_PRACTICES.md
- [ ] Create or extend Controller with action method
- [ ] Implement business logic in Service
- [ ] Add ACL checks
- [ ] Add i18n labels
- [ ] Run validate_and_rebuild.py
- [ ] Test with curl or Postman
- [ ] Document endpoint usage
### Junction Table with additionalColumns:
- [ ] Read TESTERGEBNISSE_JUNCTION_TABLE.md COMPLETELY
- [ ] Add relationName and additionalColumns to both entities
- [ ] Create Junction Entity (entityDefs + scopes)
- [ ] Create Junction Controller (extends Record)
- [ ] Create Junction Service (extends Record)
- [ ] Set tab: false in Junction scope
- [ ] Add i18n for Junction Entity
- [ ] Set ACL permissions via SQL
- [ ] Run validate_and_rebuild.py
- [ ] Test via API: GET /api/v1/JunctionEntityName
- [ ] DO NOT add UI panel (causes 405!)
## Output Format
### For Entity Creation:
```markdown
## ✅ Entity Created: {EntityName}
### Files Created:
1. [entityDefs/{EntityName}.json](custom/Espo/Custom/Resources/metadata/entityDefs/{EntityName}.json)
- {X} fields defined
- {Y} links configured
2. [scopes/{EntityName}.json](custom/Espo/Custom/Resources/metadata/scopes/{EntityName}.json)
- Tab: {true/false}
- ACL: enabled
3. [i18n/de_DE/{EntityName}.json](custom/Espo/Custom/Resources/i18n/de_DE/{EntityName}.json)
- German translations complete
4. [i18n/en_US/{EntityName}.json](custom/Espo/Custom/Resources/i18n/en_US/{EntityName}.json)
- English fallback complete
### Validation:
```bash
python3 custom/scripts/validate_and_rebuild.py
```
Status: ✅ PASSED / ❌ ERRORS (see above)
### Next Steps:
- [ ] Add relationships to other entities
- [ ] Create custom layouts
- [ ] Add custom API endpoints
- [ ] Configure ACL for specific roles
```
### For Relationship Implementation:
```markdown
## ✅ Relationship Configured
### Entities:
- **{EntityA}** hasMany → **{EntityB}**
- **{EntityB}** belongsTo → **{EntityA}**
### Configuration:
- Foreign links: ✅ Bidirectional
- relationName: {name} (if M2M)
- i18n: ✅ Both languages
### Files Modified:
1. [entityDefs/{EntityA}.json](path) - Added link: {linkName}
2. [entityDefs/{EntityB}.json](path) - Added link: {linkName}
3. [i18n/de_DE/{EntityA}.json](path) - Added link label
4. [i18n/en_US/{EntityA}.json](path) - Added link label
### Validation:
```bash
python3 custom/scripts/validate_and_rebuild.py
```
✅ Relationship bidirectionality verified
### Testing:
Access in UI: {EntityA} → {linkName} panel
API: GET /api/v1/{EntityA}/{id}/{linkName}
```
### For Bug Fixes:
```markdown
## 🐛 Bug Fixed: {description}
### Root Cause:
{explanation of what was wrong}
### Solution:
{what was changed and why}
### Files Modified:
- [file1](path): {change}
- [file2](path): {change}
### Verification:
```bash
# Test command
{command that proves it's fixed}
```
Result: ✅ Working as expected
```
## Constraints
- **DO NOT** skip i18n files (both de_DE AND en_US required)
- **DO NOT** create unidirectional relationships (always bidirectional)
- **DO NOT** use `false` as layout placeholder (use `{}`)
- **DO NOT** add additionalColumns to UI panels (API only!)
- **DO NOT** skip validation step (always run validate_and_rebuild.py)
- **DO NOT** commit without successful rebuild
- **ALWAYS** follow documented patterns from BEST_PRACTICES.md
- **ALWAYS** check existing similar implementations as examples
- **ALWAYS** run validation immediately after changes
## Success Criteria
Your implementation is successful when:
1. ✅ `validate_and_rebuild.py` passes without errors
2. ✅ Entity/feature visible and working in UI
3. ✅ API endpoints return expected responses
4. ✅ Both German and English labels display correctly
5. ✅ Relationships work in both directions
6. ✅ No console errors in browser
7. ✅ No errors in `data/logs/espo-{date}.log`
8. ✅ Code follows project conventions from documentation
---
**Remember:** The documentation in `custom/docs/` is your source of truth. When in doubt, read the docs, check existing examples, and validate early and often.

View File

@@ -0,0 +1,313 @@
---
description: "EspoCRM documentation maintenance and development pipeline optimization specialist. Use when: updating EspoCRM documentation, optimizing validate_and_rebuild.py, improving ki_project_overview.py, reorganizing docs structure, maintaining best practices documentation, Junction Table patterns, Entity development guides, API documentation, workflow documentation, testing frameworks, or development tool improvements."
name: "EspoCRM Docs Maintainer"
tools: [read, edit, search, execute]
user-invocable: true
argument-hint: "Describe documentation update or pipeline optimization needed"
---
You are an **EspoCRM Documentation Maintenance and Development Pipeline Specialist**.
## Your Identity
You are an expert in:
- EspoCRM 9.3.2 architecture (PHP 8.2.30, MariaDB 12.2.2)
- EspoCRM custom entity development patterns
- Junction Table implementations with additionalColumns
- REST API development (Controller/Service/Repository patterns)
- Relationship patterns (One-to-Many, Many-to-Many, belongsToParent)
- Documentation structure and organization
- Development tool optimization (Python/Bash scripts)
- Test automation and validation pipelines
## Your Mission
Maintain comprehensive, accurate, and AI-agent-friendly documentation while continuously improving the development toolchain for:
1. Custom entity development
2. Relationship implementations
3. API endpoint creation
4. Workflow management
5. Testing and validation
6. Troubleshooting and debugging
## Core Responsibilities
### 1. Documentation Maintenance
**ALWAYS check these documentation files first:**
- `custom/docs/ESPOCRM_BEST_PRACTICES.md` - Main developer handbook
- `custom/docs/TESTERGEBNISSE_JUNCTION_TABLE.md` - Junction Table guide
- `custom/docs/README.md` - Documentation navigation
- `custom/DOCUMENTATION_INDEX.md` - Main index
- `custom/docs/tools/*.md` - Tool-specific documentation
**When updating documentation:**
- ✅ Verify accuracy against current EspoCRM version (9.3.2)
- ✅ Include concrete code examples with full context
- ✅ Document both WHAT works AND what DOESN'T work (anti-patterns)
- ✅ Always include file paths and line numbers
- ✅ Add troubleshooting sections with real error messages
- ✅ Keep API-only patterns for Junction Tables (UI causes 405 errors)
- ✅ Document i18n requirements (de_DE + en_US mandatory)
- ✅ Include relationship bidirectionality checks
**Documentation structure rules:**
```
custom/
├── DOCUMENTATION_INDEX.md # Main entry point
├── docs/
│ ├── README.md # Navigation hub
│ ├── ESPOCRM_BEST_PRACTICES.md # Primary reference
│ ├── tools/ # Tool docs
│ ├── workflows/ # Workflow docs
│ └── archive/ # Historical docs
```
### 2. Development Pipeline Optimization
**Primary tools to maintain:**
#### validate_and_rebuild.py
- **Location**: `custom/scripts/validate_and_rebuild.py`
- **Function**: Validates JSON/PHP/CSS/JS, checks relationships, runs rebuild
- **Recent additions**: Automatic error log analysis on rebuild failure
- **Optimization areas**:
- Add new validation checks based on discovered issues
- Improve error messages with actionable fixes
- Extend log analysis to detect specific error patterns
- Add performance monitoring for rebuild times
#### ki_project_overview.py
- **Location**: `custom/scripts/ki_project_overview.py`
- **Function**: Generates comprehensive project analysis for AI agents
- **Output**: Entity structure, relationships, custom code, workflows
- **Optimization areas**:
- Add new entity analysis patterns
- Include layout structure analysis
- Detect common anti-patterns
- Generate statistics on code quality metrics
### 3. Pattern Recognition & Documentation
**Critical EspoCRM patterns to maintain:**
**Junction Tables (additionalColumns):**
```json
{
"links": {
"relatedEntity": {
"type": "hasMany",
"entity": "TargetEntity",
"foreign": "sourceEntity",
"relationName": "JunctionEntityName",
"additionalColumns": {
"fieldName": {"type": "varchar", "len": 255}
}
}
}
}
```
⚠️ **CRITICAL**: additionalColumns ONLY accessible via Junction Entity API, NOT via relationship panels (causes 405 errors)
**Relationship Bidirectionality:**
```javascript
// ALWAYS validate both directions
Entity A: foreign "linkNameInB"
Entity B: foreign "linkNameInA"
// relationName must match if M2M
```
**Layout placeholders (EspoCRM 7.x+):**
```json
// WRONG: false
// RIGHT: {}
{"rows": [[{"name": "field"}, {}]]}
```
**i18n Requirements:**
- ALWAYS both languages: de_DE + en_US
- en_US is fallback, must be complete
- Include: labels, fields, links, options, tooltips
## Workflow
### When asked to update documentation:
1. **Read current state**
```bash
cat custom/docs/ESPOCRM_BEST_PRACTICES.md | grep -A 20 "{topic}"
```
2. **Verify against codebase**
```bash
find custom/Espo/Custom -name "*Entity*.json" -o -name "*Controller*.php"
```
3. **Check for recent issues**
```bash
tail -100 data/logs/espo-$(date +%Y-%m-%d).log | grep -i error
```
4. **Update documentation** with:
- Exact file paths
- Full code examples
- Common pitfalls
- Troubleshooting steps
5. **Validate changes**
```bash
python3 custom/scripts/validate_and_rebuild.py --dry-run
```
### When asked to optimize tools:
1. **Analyze current implementation**
- Read script source
- Check recent git history if available
- Review error logs for common issues
2. **Identify optimization opportunities**
- Error patterns that could be auto-detected
- Validation checks that are missing
- Output format improvements for AI consumption
3. **Implement incrementally**
- Add new function with clear docstring
- Test with real data
- Update tool documentation
4. **Document changes**
- Update tool README in `custom/docs/tools/`
- Add usage examples
- Document new features in BEST_PRACTICES.md
## Critical Knowledge Base
### Common Errors & Solutions
**405 Method Not Allowed:**
- **Cause**: additionalColumns in relationship panel UI
- **Solution**: Remove panel, use API-only pattern
- **Documentation**: TESTERGEBNISSE_JUNCTION_TABLE.md
**Rebuild fails:**
- **Auto-action**: validate_and_rebuild.py now shows error logs automatically
- **Check**: JSON syntax, relationship bidirectionality, layout placeholders
- **Tool**: `python3 custom/scripts/validate_and_rebuild.py`
**Missing i18n:**
- **Symptoms**: English fallback text in German UI
- **Solution**: Add both de_DE and en_US files
- **Check**: `custom/Espo/Custom/Resources/i18n/{lang}/{Entity}.json`
**Relationship broken:**
- **Check**: `foreign` field points to correct link name
- **Check**: `relationName` matches on both sides (M2M)
- **Validate**: Run validate_and_rebuild.py (checks automatically)
### Tool Invocation Patterns
**For documentation updates:**
```bash
# Read current state
cat custom/docs/ESPOCRM_BEST_PRACTICES.md
# Update file
# (use edit tools)
# Verify
grep -n "search term" custom/docs/ESPOCRM_BEST_PRACTICES.md
```
**For pipeline optimization:**
```bash
# Test current tool
python3 custom/scripts/validate_and_rebuild.py --dry-run
# After changes
python3 custom/scripts/validate_and_rebuild.py
# Full test with E2E
python3 custom/scripts/e2e_tests.py
```
**For AI agent briefing:**
```bash
# Generate full overview
python3 custom/scripts/ki_project_overview.py > /tmp/overview.txt
# Check specific entity
python3 custom/scripts/ki_project_overview.py | grep -A 50 "Entity: CMyEntity"
```
## Output Format
### For documentation updates:
```markdown
## Updated Documentation
### Changes Made:
1. File: [path/to/file.md](path/to/file.md)
- Added: {description}
- Fixed: {description}
- Removed: {description}
### Verification:
✅ Grep test passed: {what you verified}
✅ Cross-reference updated in: {related files}
✅ Examples tested: {if applicable}
### Related Updates Needed:
- [ ] Update {related file}
- [ ] Add example for {scenario}
```
### For pipeline optimization:
```markdown
## Pipeline Improvement
### Tool: {tool name}
### Change: {description}
### Implementation:
```python
# Show the new code with context
```
### Testing:
```bash
# Commands to verify the change
```
### Documentation Updated:
- [x] Tool README: custom/docs/tools/{tool}.md
- [x] Best Practices: Section {X.Y}
- [x] Index: Updated references
```
## Constraints
- **DO NOT** modify entity definitions without explicit request
- **DO NOT** change relationship configurations without validation
- **DO NOT** remove historical documentation (move to archive/)
- **DO NOT** add tools without documenting them
- **DO NOT** update documentation without verifying against current code
- **ONLY** suggest breaking changes with migration path
- **ALWAYS** preserve working examples in documentation
- **ALWAYS** run validate_and_rebuild.py after doc changes affecting validation
## Success Criteria
Your work is successful when:
1. ✅ Documentation is accurate and reflects current codebase
2. ✅ AI agents can successfully use documentation to solve problems
3. ✅ Development tools catch errors before they reach production
4. ✅ New developers can onboard using documentation alone
5. ✅ Validation pipeline passes without false positives
6. ✅ All cross-references in documentation are valid
7. ✅ Examples in documentation actually work
8. ✅ Troubleshooting guides solve real reported issues
---
**Remember:** You are the guardian of documentation quality and development pipeline efficiency. Every update should make the next developer's (human or AI) life easier.

View File

@@ -0,0 +1,359 @@
# 📚 EspoCRM Dokumentations-Index
**Schneller Zugriff auf alle Dokumentations-Ressourcen**
---
## 🎯 Quick Links für AI Agents
### START HIER ⭐
1. **[docs/ESPOCRM_BEST_PRACTICES.md](docs/ESPOCRM_BEST_PRACTICES.md)** - Vollständiges Entwickler-Handbuch
2. **[docs/README.md](docs/README.md)** - Dokumentations-Navigation & Workflow-Guide
3. `python3 custom/scripts/ki_project_overview.py` - Aktueller Projekt-Status für AI
### Essentials
- **[docs/tools/QUICKSTART.md](docs/tools/QUICKSTART.md)** - 5-Minuten Quick Start
- **[custom/scripts/validate_and_rebuild.py](custom/scripts/validate_and_rebuild.py)** - Haupt-Validierungs-Tool
- **Validierung ausführen:** `python3 custom/scripts/validate_and_rebuild.py`
---
## 📁 Dokumentations-Struktur
```
custom/
├── README.md ← Custom Actions Blueprint (Architektur)
├── CUSTOM_DIRECTORY.md ← Verzeichnisstruktur-Übersicht
├── docs/ ← 🆕 ZENTRALE DOKUMENTATION
│ ├── README.md ← Dokumentations-Navigation (START)
│ ├── ESPOCRM_BEST_PRACTICES.md ← ⭐ HAUPTDOKUMENTATION
│ ├── TESTERGEBNISSE_JUNCTION_TABLE.md ← Junction Table Guide
│ ├── ENTWICKLUNGSPLAN_ENTWICKLUNGEN.md ← Puls-System Spezifikation
│ │
│ ├── tools/ ← Tool-Dokumentation
│ │ ├── QUICKSTART.md
│ │ ├── VALIDATION_TOOLS.md
│ │ ├── E2E_TESTS_README.md
│ │ ├── KI_OVERVIEW_README.md
│ │ └── VALIDATOR_README.md
│ │
│ └── workflows/ ← Workflow-Dokumentation
│ └── README.md
├── scripts/ ← Entwicklungs-Tools
│ ├── validate_and_rebuild.py ← Haupt-Validierungs-Tool
│ ├── e2e_tests.py ← End-to-End Tests
│ ├── ki_project_overview.py ← Projekt-Analyse für AI
│ ├── espocrm_api_client.py ← API Client Library
│ ├── ki-overview.sh ← Legacy Overview Script
│ ├── run_e2e_tests.sh ← E2E Test Runner
│ └── junctiontabletests/ ← Junction Table Tests
└── workflows/ ← Workflow JSON-Definitionen
└── README.md ← Workflow-Befehle
```
---
## 📖 Dokumentations-Kategorien
### 1⃣ Entwickler-Handbuch
#### [docs/ESPOCRM_BEST_PRACTICES.md](docs/ESPOCRM_BEST_PRACTICES.md) ⭐
**Das Hauptdokument - Start hier!**
**Inhalt:**
- ✅ Projekt-Übersicht & System-Architektur
- ✅ Architektur-Prinzipien (Clean Code, 3-Schichten)
- ✅ Entity-Entwicklung (Templates, Naming, i18n)
- ✅ Relationship-Patterns (One-to-Many, Many-to-Many, Junction)
- ✅ API-Entwicklung (REST, Custom Endpoints)
- ✅ Workflow-Management
- ✅ Testing & Validierung
- ✅ Fehlerbehandlung & Troubleshooting
- ✅ Deployment-Prozess
**Wann verwenden:**
- Neuen AI Agent briefen
- Entity erstellen
- Relationship implementieren
- API-Endpoint entwickeln
- Fehler debuggen
---
### 2⃣ Spezial-Themen
#### [docs/TESTERGEBNISSE_JUNCTION_TABLE.md](docs/TESTERGEBNISSE_JUNCTION_TABLE.md)
**Junction Tables mit additionalColumns**
**Inhalt:**
- Many-to-Many Relationships mit Zusatzfeldern
- Junction Entity als API-Endpoint
- API-CRUD Operationen
- Vollständige Code-Beispiele
- ⚠️ UI-Panel Warnung (405 Fehler)
**Wann verwenden:**
- Many-to-Many mit Zusatzfeldern implementieren
- Junction Entity API nutzen
- additionalColumns verstehen
---
#### [docs/ENTWICKLUNGSPLAN_ENTWICKLUNGEN.md](docs/ENTWICKLUNGSPLAN_ENTWICKLUNGEN.md)
**Puls-System (CPuls) Spezifikation**
**Inhalt:**
- Posteingangs-System mit KI-Analyse
- Team-basierte Dokumenten-Workflows
- First-Read-Closes Prinzip
- Entity-Definitionen CPuls, CPulsTeamZuordnung
- Middleware-Architektur
**Wann verwenden:**
- CPuls-Entity weiterentwickeln
- Dokumenten-Workflow verstehen
- KI-Integration planen
---
### 3⃣ Architektur & Struktur
#### [README.md](README.md)
**Custom Actions - Implementierungsprinzip**
**Inhalt:**
- Drei-Schichten-Architektur
- Custom Button Actions Blueprint
- Entity-Erstellung mit Relationen
- Code-Templates
- Sicherheit & ACL
**Wann verwenden:**
- Custom Button Action erstellen
- Controller/Service Pattern verstehen
- Architektur-Overview benötigen
---
#### [CUSTOM_DIRECTORY.md](CUSTOM_DIRECTORY.md)
**Verzeichnisstruktur-Übersicht**
**Inhalt:**
- Vollständige custom/ Struktur
- Backend (Espo/Custom/)
- Frontend (client/custom/)
- Metadata-Organisation
- Scripts & Workflows
**Wann verwenden:**
- Datei-Platzierung nachschlagen
- Verzeichnis-Organisation verstehen
- Neue Dateien korrekt anlegen
---
### 4⃣ Tool-Dokumentation
#### [docs/tools/QUICKSTART.md](docs/tools/QUICKSTART.md)
**5-Minuten Quick Start**
```bash
python3 custom/scripts/validate_and_rebuild.py
```
---
#### [docs/tools/VALIDATION_TOOLS.md](docs/tools/VALIDATION_TOOLS.md)
**Validierungs-Tools Details**
- PHP-CLI (php -l)
- CSSLint
- JSHint
- Integration
---
#### [docs/tools/E2E_TESTS_README.md](docs/tools/E2E_TESTS_README.md)
**End-to-End Test Framework**
- CRUD-Tests
- Relationship-Tests
- Konfiguration
---
#### [docs/tools/KI_OVERVIEW_README.md](docs/tools/KI_OVERVIEW_README.md)
**KI-Projekt-Übersicht Tool**
```bash
python3 custom/scripts/ki_project_overview.py > /tmp/project-overview.txt
```
---
### 5⃣ Workflow-Management
#### [docs/workflows/README.md](docs/workflows/README.md)
**Workflow-Format & Management**
**Befehle:**
```bash
# Liste
php custom/scripts/workflow_manager.php list
# Import
php custom/scripts/workflow_manager.php import custom/workflows/my-workflow.json
# Export
php custom/scripts/workflow_manager.php export
```
---
## 🛠️ Wichtigste Tools
| Tool | Zweck | Befehl |
|------|-------|--------|
| **validate_and_rebuild.py** | 🎯 Validierung + Rebuild + E2E + Fehlerlog | `python3 custom/scripts/validate_and_rebuild.py` |
| **ki_project_overview.py** | 📊 Projekt-Analyse für AI | `python3 custom/scripts/ki_project_overview.py` |
| **e2e_tests.py** | 🧪 End-to-End CRUD Tests | `python3 custom/scripts/e2e_tests.py` |
**NEU in validate_and_rebuild.py:**
- ✅ Automatische Fehlerlog-Analyse bei Rebuild-Fehlern
- ✅ Zeigt letzte 50 Log-Zeilen
- ✅ Filtert ERROR/WARNING/EXCEPTION
- ✅ Gibt Log-File-Pfad aus
---
## 🎓 Typische Workflows
### 1. Neuen AI Agent briefen
```bash
# 1. Hauptdokumentation lesen
cat custom/docs/ESPOCRM_BEST_PRACTICES.md
# 2. Aktuellen Projekt-Status holen
python3 custom/scripts/ki_project_overview.py > /tmp/project-overview.txt
# 3. Dokumentations-Navigation
cat custom/docs/README.md
```
---
### 2. Neue Entity entwickeln
```bash
# 1. Template nachschlagen
cat custom/docs/ESPOCRM_BEST_PRACTICES.md | grep -A 50 "Entity Definition Template"
# 2. Entity-Dateien erstellen (entityDefs, scopes, i18n)
# 3. Validierung + Rebuild
python3 custom/scripts/validate_and_rebuild.py
```
---
### 3. Relationship implementieren
```bash
# 1. Pattern nachschlagen
cat custom/docs/ESPOCRM_BEST_PRACTICES.md | grep -A 100 "Relationship-Patterns"
# 2. Links konfigurieren
# 3. Validierung (prüft bidirektionale Konsistenz)
python3 custom/scripts/validate_and_rebuild.py
```
---
### 4. Junction Table mit additionalColumns
```bash
# 1. Vollständige Anleitung
cat custom/docs/TESTERGEBNISSE_JUNCTION_TABLE.md
# 2. Implementierung (Entity + Controller + Service)
# 3. Validierung
python3 custom/scripts/validate_and_rebuild.py
```
---
### 5. Fehler debuggen
```bash
# 1. Validierung ausführen (zeigt automatisch Fehlerlog)
python3 custom/scripts/validate_and_rebuild.py
# 2. Troubleshooting Guide
cat custom/docs/ESPOCRM_BEST_PRACTICES.md | grep -A 200 "Troubleshooting"
```
---
## 🆘 Support & Hilfe
### Bei Problemen:
1. **Fehlerlog-Analyse:**
```bash
python3 custom/scripts/validate_and_rebuild.py
# → Zeigt automatisch Fehlerlog bei Rebuild-Fehlern
```
2. **Troubleshooting Guide:**
```bash
cat custom/docs/ESPOCRM_BEST_PRACTICES.md | grep -A 300 "Troubleshooting"
```
3. **Häufige Fehler:**
- Layout `false` → `{}` ändern
- i18n fehlt → beide Sprachen (de_DE + en_US) anlegen
- Relationship kaputt → bidirektional prüfen (foreign)
- ACL 403 → Rechte in Admin UI setzen
- 405 Fehler → Keine additionalColumns in UI-Panels!
---
## 📊 System-Info
- **EspoCRM Version:** 9.3.2
- **PHP Version:** 8.2.30
- **Database:** MariaDB 12.2.2
- **Docker Container:** espocrm, espocrm-db
- **Workspace:** `/var/lib/docker/volumes/vmh-espocrm_espocrm/_data`
---
## 🔄 Reorganisation (9. März 2026)
**Änderungen:**
- ✅ Alle Dokumentation zentralisiert in `custom/docs/`
- ✅ Tool-Dokumentation in `custom/docs/tools/`
- ✅ Workflow-Dokumentation in `custom/docs/workflows/`
- ✅ Neue Hauptdokumentation: `ESPOCRM_BEST_PRACTICES.md`
- ✅ Test-Scripts organisiert in `custom/scripts/junctiontabletests/`
- ✅ validate_and_rebuild.py erweitert um automatische Fehlerlog-Ausgabe
**Migration:**
- `scripts/KI_OVERVIEW_README.md` → `docs/tools/`
- `scripts/VALIDATION_TOOLS.md` → `docs/tools/`
- `scripts/E2E_TESTS_README.md` → `docs/tools/`
- `scripts/QUICKSTART.md` → `docs/tools/`
- `scripts/VALIDATOR_README.md` → `docs/tools/`
- `workflows/README.md` → `docs/workflows/`
- `TESTERGEBNISSE_JUNCTION_TABLE.md` → `docs/`
- `ENTWICKLUNGSPLAN_ENTWICKLUNGEN.md` → `docs/`
---
**Letzte Aktualisierung:** 9. März 2026
**Für Fragen:** Siehe `custom/docs/ESPOCRM_BEST_PRACTICES.md`

File diff suppressed because it is too large Load Diff

319
custom/docs/README.md Normal file
View File

@@ -0,0 +1,319 @@
# EspoCRM Custom Development - Dokumentation
**Zentrale Dokumentation für EspoCRM-Entwicklung mit KI-Support**
---
## 📂 Struktur
```
custom/docs/
├── README.md # Diese Datei
├── ESPOCRM_BEST_PRACTICES.md # ⭐ HAUPTDOKUMENTATION
├── TESTERGEBNISSE_JUNCTION_TABLE.md # Junction Table Implementation
├── ENTWICKLUNGSPLAN_ENTWICKLUNGEN.md # Puls-System Spezifikation
├── tools/ # Tool-Dokumentation
│ ├── QUICKSTART.md # Quick Start Guide
│ ├── VALIDATION_TOOLS.md # Validierungs-Tools
│ ├── E2E_TESTS_README.md # End-to-End Tests
│ ├── KI_OVERVIEW_README.md # KI-Projekt-Übersicht
│ └── VALIDATOR_README.md # Validator Details
└── workflows/ # Workflow-Dokumentation
└── README.md # Workflow-Format & Import/Export
```
---
## 🚀 Für AI Code Agents - HIER STARTEN!
### 1. Lies zuerst: ESPOCRM_BEST_PRACTICES.md
**Das Hauptdokument enthält:**
- ✅ Projekt-Übersicht & Architektur
- ✅ Entity-Entwicklung (Naming, Templates, i18n)
- ✅ Relationship-Patterns (One-to-Many, Many-to-Many, Junction Tables)
- ✅ API-Entwicklung (REST Endpoints, Custom Actions)
- ✅ Workflow-Management
- ✅ Testing & Validierung
- ✅ Fehlerbehandlung & Troubleshooting
- ✅ Deployment-Prozess
- ✅ Projekt-spezifische Entities
**Befehl:**
```bash
cat custom/docs/ESPOCRM_BEST_PRACTICES.md
```
### 2. Projekt-Analyse abrufen
**Für umfassenden aktuellen Projekt-Status:**
```bash
python3 custom/scripts/ki_project_overview.py > /tmp/project-overview.txt
cat /tmp/project-overview.txt
```
**Output:** Alle Entities, Relationships, Custom Code, Workflows
### 3. Validierung & Rebuild ausführen
**Vor jeder Entwicklung:**
```bash
python3 custom/scripts/validate_and_rebuild.py
```
**Das Tool führt automatisch durch:**
1. JSON-Syntax Check
2. Relationship-Validierung
3. i18n-Vollständigkeit
4. Layout-Struktur
5. Dateirechte
6. CSS/JS/PHP Validierung
7. EspoCRM Rebuild
8. E2E-Tests
9. **NEU:** Automatische Fehlerlog-Analyse bei Rebuild-Fehlern!
---
## 📖 Dokumentations-Guide
### Hauptdokumentation
#### ESPOCRM_BEST_PRACTICES.md
**Vollständiges Entwickler-Handbuch**
- Architektur-Prinzipien
- Entity-Development mit Templates
- Relationship-Patterns inkl. Junction Tables
- API-Entwicklung (Controller, Service, REST)
- Workflow-Management
- Testing (Validierung, E2E)
- Troubleshooting & Fehlerbehandlung
**Verwende diese Datei für:**
- Neuen Code-Agent briefen
- Entwicklungsstandards nachschlagen
- Entity-Templates kopieren
- Fehler debuggen
#### TESTERGEBNISSE_JUNCTION_TABLE.md
**Junction Table Implementation Guide**
- Many-to-Many mit additionalColumns
- Junction Entity als API-Endpoint
- Vollständige Code-Beispiele
- API-Nutzung (CRUD, Filter, Sort)
**Verwende diese Datei für:**
- Many-to-Many Beziehungen mit Zusatzfeldern
- API-only Access Pattern
- Junction Entity Implementation
#### ENTWICKLUNGSPLAN_ENTWICKLUNGEN.md
**Puls-System (CPuls) Spezifikation**
- Posteingangs-System mit KI-Analyse
- Team-basierte Dokumenten-Workflows
- First-Read-Closes Prinzip
- Entity-Definitionen und Beziehungen
**Verwende diese Datei für:**
- CPuls-Entity Weiterentwicklung
- Dokumenten-Workflow-Logik
- KI-Integration-Patterns
---
## 🛠️ Tool-Dokumentation
### tools/QUICKSTART.md
**5-Minuten Quick Start für Validator**
- Installation bereits fertig
- Verwendung: `python3 custom/scripts/validate_and_rebuild.py`
- Output-Interpretation
### tools/VALIDATION_TOOLS.md
**Technische Details zu Validierungs-Tools**
- PHP-CLI (php -l)
- CSSLint (csslint)
- JSHint (jshint)
- Integration im Validator
### tools/E2E_TESTS_README.md
**End-to-End Test Framework**
- CRUD-Tests für Custom Entities
- Relationship-Tests
- Konfiguration & Ausführung
### tools/KI_OVERVIEW_README.md
**KI-Projekt-Übersicht Tool**
- Automatische Projekt-Analyse
- Output-Format für AI Agents
- Verwendung: `python3 custom/scripts/ki_project_overview.py`
### tools/VALIDATOR_README.md
**Validator Details**
- Alternative zu VALIDATION_TOOLS.md
- Erweiterte Validator-Funktionalität
---
## 📋 Workflow-Dokumentation
### workflows/README.md
**Workflow-Format & Management**
- Simple Workflow JSON-Format
- BPM Flowchart Format
- Import/Export mit `workflow_manager.php`
- Trigger Types, Actions, Conditions
**Befehle:**
```bash
# Workflows auflisten
php custom/scripts/workflow_manager.php list
# Workflow importieren
php custom/scripts/workflow_manager.php import custom/workflows/my-workflow.json
# Alle Workflows exportieren
php custom/scripts/workflow_manager.php export
```
---
## 🎯 Typische Workflows
### Neue Entity entwickeln
```bash
# 1. Best Practices lesen
cat custom/docs/ESPOCRM_BEST_PRACTICES.md | grep -A 50 "Entity Definition Template"
# 2. Entity-Dateien erstellen (entityDefs, scopes, i18n de_DE + en_US)
# 3. Validierung + Rebuild
python3 custom/scripts/validate_and_rebuild.py
```
### Relationship implementieren
```bash
# 1. Relationship-Pattern nachschlagen
cat custom/docs/ESPOCRM_BEST_PRACTICES.md | grep -A 100 "Relationship-Patterns"
# 2. Links in beiden Entities konfigurieren
# 3. Validierung (prüft bidirektionale Konsistenz)
python3 custom/scripts/validate_and_rebuild.py
```
### Junction Table mit additionalColumns
```bash
# 1. Vollständige Anleitung lesen
cat custom/docs/TESTERGEBNISSE_JUNCTION_TABLE.md
# 2. Entity-Definitionen + Junction Entity erstellen
# 3. Controller & Service für Junction Entity
# 4. Validierung + Test
python3 custom/scripts/validate_and_rebuild.py
```
### Fehler debuggen
```bash
# 1. Validierung ausführen (zeigt automatisch Fehlerlog bei Rebuild-Fehler)
python3 custom/scripts/validate_and_rebuild.py
# 2. Manuell Logs prüfen (falls nötig)
tail -100 data/logs/espo-$(date +%Y-%m-%d).log | grep -i error
# 3. Troubleshooting Guide
cat custom/docs/ESPOCRM_BEST_PRACTICES.md | grep -A 200 "Troubleshooting"
```
---
## 🔧 Entwicklungs-Tools Übersicht
| Tool | Zweck | Befehl |
|------|-------|--------|
| **validate_and_rebuild.py** | Haupttool: Validierung + Rebuild + E2E | `python3 custom/scripts/validate_and_rebuild.py` |
| **ki_project_overview.py** | Projekt-Analyse für AI | `python3 custom/scripts/ki_project_overview.py` |
| **e2e_tests.py** | End-to-End CRUD Tests | `python3 custom/scripts/e2e_tests.py` |
| **workflow_manager.php** | Workflow Import/Export | `php custom/scripts/workflow_manager.php list` |
**Alle Tools dokumentiert in:** `custom/docs/tools/`
---
## 📚 Weitere Ressourcen
### Projekt-spezifische Dokumente
- `../README.md` - Custom Actions Blueprint
- `../CUSTOM_DIRECTORY.md` - Verzeichnisstruktur-Übersicht
### EspoCRM Offizielle Docs
- **Main Docs:** https://docs.espocrm.com/
- **API Reference:** https://docs.espocrm.com/development/api/
- **Formula Functions:** https://docs.espocrm.com/administration/formula/
---
## 🎓 Best Practices Zusammenfassung
### DO ✅
- **IMMER beide Sprachen:** de_DE + en_US (en_US ist Fallback!)
- **Bidirektionale Relationships:** `foreign` muss zurück zeigen
- **Validierung vor Rebuild:** Nutze `validate_and_rebuild.py`
- **Sprechende Namen:** `C{EntityName}` für Custom Entities
- **Clean Code:** Kleine Funktionen, Type Hints, Kommentare
- **Layouts mit {}:** EspoCRM 7.x+ erfordert `{}` statt `false`
### DON'T ❌
- **Keine fehlende i18n:** immer de_DE UND en_US
- **Keine unidirektionalen Links:** immer foreign konfigurieren
- **Keine komplexe Logik in Hooks:** nutze Services
- **Keine direkten SQL-Queries:** nutze EntityManager
- **Keine hard-coded Werte:** nutze Config
---
## 🆘 Support & Troubleshooting
### Bei Problemen:
1. **Fehlerlog-Analyse:**
```bash
python3 custom/scripts/validate_and_rebuild.py
# → Zeigt automatisch Fehler bei Rebuild-Fehlern
```
2. **Troubleshooting Guide:**
```bash
cat custom/docs/ESPOCRM_BEST_PRACTICES.md | grep -A 300 "Troubleshooting"
```
3. **Häufige Fehler:**
- Layout `false` → `{}` ändern
- i18n fehlt → beide Sprachen anlegen
- Relationship kaputt → bidirektional prüfen
- ACL 403 → Rechte in Admin UI
---
## 📊 System-Info
- **EspoCRM Version:** 9.3.2
- **PHP Version:** 8.2.30
- **Database:** MariaDB 12.2.2
- **Docker Container:** espocrm, espocrm-db
- **Workspace:** `/var/lib/docker/volumes/vmh-espocrm_espocrm/_data`
---
**Letzte Aktualisierung:** 9. März 2026
**Für Fragen oder Updates:** Siehe `custom/docs/ESPOCRM_BEST_PRACTICES.md`

View File

@@ -266,9 +266,21 @@ response = requests.put(
| CREATE via API | ✅ | POST mit allen Feldern |
| UPDATE via API | ✅ | PUT zum Ändern von syncId |
| DELETE via API | ✅ | Standard-DELETE |
| View-Darstellung | ✅* | Möglich, aber manuell konfigurieren |
| View-Darstellung | | Nicht empfohlen - verursacht 405 Fehler |
*) Benötigt manuelle Layout-Konfiguration im Entity Manager
## ⚠️ UI-Panel Warnung
**WICHTIG:** additionalColumns sollten NICHT in Standard-Relationship-Panels angezeigt werden!
**Problem:**
- Standard relationship panels versuchen inline-editing
- Dies führt zu 405 Method Not Allowed Fehlern
- additionalColumns sind nicht kompatibel mit Standard-Panel-Architektur
**Empfehlung:**
- ✅ Nutze API-only Access Pattern
- ✅ Vollständige CRUD via `/api/v1/CAICollectionCDokumente`
- ❌ NICHT in CDokumente detail view als relationship panel anzeigen
## 🎯 Fazit
@@ -280,6 +292,18 @@ Die **Junction-Tabelle mit `additionalColumns` ist vollständig via REST-API nut
- ✅ CRUD-Operationen vollständig unterstützt
- ✅ `syncId` ist direkt in der Response
- ✅ Einfache Integration in externe Systeme
- ✅ API-only Pattern verhindert 405-Fehler
**Einschränkungen:**
- ⚠️ UI-Darstellung in Standard-Relationship-Panels verursacht 405 Fehler
- ⚠️ additionalColumns nur über Junction-Entity-API zugänglich
- ⚠️ Standard relationship endpoints (z.B. GET /api/v1/CDokumente/{id}/cAICollections) geben additionalColumns NICHT zurück
**Best Practice:**
1. ✅ Junction Entity als API-Endpoint nutzen (`/api/v1/CAICollectionCDokumente`)
2. ✅ Keine UI-Panels für Junction-Relationships mit additionalColumns
3. ✅ API-Integration für externe Systeme (Middleware, KI, etc.)
4. ✅ Bei Bedarf: Separate Management-UI für Junction Entity (ohne Relationship-Panel)
**Wichtig:**
1. Controller und Service erstellen
@@ -287,6 +311,7 @@ Die **Junction-Tabelle mit `additionalColumns` ist vollständig via REST-API nut
3. Entity-Definition mit korrekten Feldtypen
4. ACL-Rechte für die Junction-Entity setzen
5. Cache löschen und rebuild
6. **NICHT** als Relationship-Panel in UI anzeigen (→ 405 Fehler)
## 📁 Dateien
@@ -367,12 +392,27 @@ Die `syncId` kann in der Datenbank gespeichert werden:
- ✅ Daten werden korrekt persistiert
### 4. View-Darstellung
**Status: TECHNISCH MÖGLICH**
**Status: ⚠️ NICHT EMPFOHLEN (API-ONLY PATTERN)**
Die Beziehung kann im EspoCRM-Frontend dargestellt werden durch:
- Anzeige in Relationship-Panels
- Konfiguration über Entity Manager → Relationships
- Anpassung der Layouts für die Anzeige von `syncId` als Spalte
**Problem:** Standard EspoCRM Relationship-Panels versuchen inline-editing von Feldern. Bei additionalColumns führt dies zu **405 Method Not Allowed** Fehlern, da die Standard-Panel-UI nicht mit dem Junction-Entity-Pattern kompatibel ist.
**Versucht & Fehlgeschlagen:**
1. ❌ Direct display of syncId in relationship panel layout → 405 Fehler
2. ❌ Custom View mit actionEditLinkData → Blank views, dann weiter 405 Fehler
3. ❌ Simplified relationship layout ohne syncId → 405 Fehler blieben bestehen
**ROOT CAUSE:** Standard relationship panels senden HTTP-Requests die nicht mit Junction-Entity-Architektur übereinstimmen. additionalColumns erfordern spezielle Behandlung die nicht durch Standard-UI bereitgestellt wird.
**LÖSUNG:** API-ONLY Access Pattern
- ✅ Vollständige CRUD via `/api/v1/CAICollectionCDokumente`
- ✅ Kein UI-Panel in CDokumente → keine 405 Fehler
- ✅ Alle Funktionen über REST API verfügbar
- ✅ Perfekt für externe Systeme und Middleware
**Falls UI Display gewünscht:**
- Option: Custom Panel das direkt die Junction Entity list-view lädt (gefiltert nach documentId)
- Option: Separate Tab/Page für Junction Entity-Management
- Nicht empfohlen: Standard relationship panel mit additionalColumns
## ❌ Was NICHT funktioniert

View File

@@ -0,0 +1,72 @@
# Workflow Definitions
This directory contains workflow definitions in JSON format that can be imported into EspoCRM using the workflow manager script.
## File Format
### Simple Workflow
```json
{
"type": "simple",
"name": "workflow-name",
"entity_type": "EntityName",
"trigger_type": "afterRecordSaved",
"is_active": true,
"description": "Description of what this workflow does",
"category": "Category Name",
"conditions_all": [],
"conditions_any": [],
"conditions_formula": null,
"actions": []
}
```
**Trigger Types:**
- `afterRecordSaved` - After record is created or updated
- `afterRecordCreated` - Only after record is created
- `scheduled` - Runs on a schedule
- `manual` - Manually triggered
**Condition Types:**
- `equals`, `notEquals`, `greaterThan`, `lessThan`, `contains`, `notContains`, `isEmpty`, `isNotEmpty`, `isTrue`, `isFalse`, `wasEqual`, `wasNotEqual`, `changed`, `notChanged`
**Action Types:**
- `sendEmail` - Send email to recipient
- `createEntity` - Create a new record
- `updateEntity` - Update current record
- `relateTo` - Link to another record
- `unrelateFrom` - Unlink from record
- `applyAssignmentRule` - Apply assignment rules
- `createNotification` - Create notification
### BPM Flowchart
```json
{
"type": "bpm",
"name": "flowchart-name",
"target_type": "EntityName",
"is_active": true,
"description": "Description",
"data": {
"list": []
},
"elements_data_hash": {},
"event_start_all_id_list": []
}
```
## Usage
Import a workflow:
```bash
docker exec espocrm php /var/www/html/custom/scripts/workflow_manager.php import /var/www/html/custom/workflows/your-workflow.json
```
Export a workflow:
```bash
docker exec espocrm php /var/www/html/custom/scripts/workflow_manager.php export <workflow-id> /var/www/html/custom/workflows/exported.json
```
## Examples
- `vmh-erstberatung-abschliessen.json` - Sends email and sets status when consultation is completed

View File

@@ -739,6 +739,81 @@ class EntityValidator:
print_success(f"Alle {len(php_files)} PHP-Dateien sind syntaktisch korrekt")
return True
def show_error_logs(self):
"""Zeige die letzten Fehlerlog-Einträge aus data/logs/."""
from datetime import datetime
print_header("FEHLERLOG ANALYSE")
logs_path = self.base_path / "data" / "logs"
if not logs_path.exists():
print_warning("Logs-Verzeichnis nicht gefunden")
return
# Finde das neueste Log-File
today = datetime.now().strftime("%Y-%m-%d")
log_file = logs_path / f"espo-{today}.log"
if not log_file.exists():
# Fallback: Finde das neueste Log-File
log_files = sorted(logs_path.glob("espo-*.log"), key=lambda f: f.stat().st_mtime, reverse=True)
if log_files:
log_file = log_files[0]
print_info(f"Kein Log für heute gefunden, verwende: {log_file.name}")
else:
print_warning("Keine Log-Dateien gefunden")
return
print_info(f"Analysiere: {log_file.name}")
try:
with open(log_file, 'r', encoding='utf-8') as f:
lines = f.readlines()
if not lines:
print_info("Log-Datei ist leer")
return
# Zeige die letzten 50 Zeilen
last_lines = lines[-50:]
# Filter für Fehler und Warnungen
errors = []
warnings = []
for line in last_lines:
line_upper = line.upper()
if 'ERROR' in line_upper or 'FATAL' in line_upper or 'EXCEPTION' in line_upper:
errors.append(line.strip())
elif 'WARNING' in line_upper or 'WARN' in line_upper:
warnings.append(line.strip())
if errors:
print_error(f"\n{len(errors)} Fehler in den letzten 50 Log-Zeilen gefunden:\n")
for i, error in enumerate(errors[-10:], 1): # Zeige max. 10 Fehler
print(f"{Colors.RED}{i}.{Colors.END} {error}")
if len(errors) > 10:
print(f"\n{Colors.YELLOW}... und {len(errors) - 10} weitere Fehler{Colors.END}")
if warnings:
print_warning(f"\n{len(warnings)} Warnungen in den letzten 50 Log-Zeilen gefunden:\n")
for i, warning in enumerate(warnings[-5:], 1): # Zeige max. 5 Warnungen
print(f"{Colors.YELLOW}{i}.{Colors.END} {warning}")
if len(warnings) > 5:
print(f"\n{Colors.YELLOW}... und {len(warnings) - 5} weitere Warnungen{Colors.END}")
if not errors and not warnings:
print_info("Keine Fehler oder Warnungen in den letzten 50 Log-Zeilen gefunden")
print_info("\nLetzte 10 Log-Zeilen:")
for line in last_lines[-10:]:
print(f" {line.strip()}")
print(f"\n{Colors.BLUE}{Colors.END} Vollständige Log-Datei: {log_file}")
print(f"{Colors.BLUE}{Colors.END} Zum Anzeigen: tail -50 {log_file}")
except Exception as e:
print_error(f"Fehler beim Lesen der Log-Datei: {e}")
def run_rebuild(self) -> bool:
"""Führe den EspoCRM Rebuild aus."""
print_header("10. ESPOCRM REBUILD")
@@ -811,6 +886,9 @@ class EntityValidator:
print_error("Rebuild fehlgeschlagen:")
if result.stderr:
print(f"\n{result.stderr}")
# Zeige automatisch die letzten Fehlerlog-Einträge an
self.show_error_logs()
return False
else:
print_warning("Kein EspoCRM Docker-Container gefunden")
@@ -862,6 +940,9 @@ class EntityValidator:
print_error("Rebuild fehlgeschlagen:")
if result.stderr:
print(f"\n{result.stderr}")
# Zeige automatisch die letzten Fehlerlog-Einträge an
self.show_error_logs()
return False
except subprocess.TimeoutExpired:
print_error("Rebuild-Timeout (>60 Sekunden)")

View File

@@ -1,72 +1,39 @@
# Workflow Definitions
# Workflow Documentation
This directory contains workflow definitions in JSON format that can be imported into EspoCRM using the workflow manager script.
Dokumentation für EspoCRM Workflow-Management.
## File Format
## Workflow-Format & Management
### Simple Workflow
```json
{
"type": "simple",
"name": "workflow-name",
"entity_type": "EntityName",
"trigger_type": "afterRecordSaved",
"is_active": true,
"description": "Description of what this workflow does",
"category": "Category Name",
"conditions_all": [],
"conditions_any": [],
"conditions_formula": null,
"actions": []
}
```
Siehe: `custom/docs/workflows/README.md` für vollständige Workflow-Dokumentation inkl.:
- Simple Workflow JSON-Format
- BPM Flowchart Format
- Trigger Types (afterRecordSaved, afterRecordCreated, scheduled, manual)
- Action Types (sendEmail, createEntity, updateEntity, etc.)
- Condition Types
- Import/Export mit workflow_manager.php
**Trigger Types:**
- `afterRecordSaved` - After record is created or updated
- `afterRecordCreated` - Only after record is created
- `scheduled` - Runs on a schedule
- `manual` - Manually triggered
## Workflow-Befehle
**Condition Types:**
- `equals`, `notEquals`, `greaterThan`, `lessThan`, `contains`, `notContains`, `isEmpty`, `isNotEmpty`, `isTrue`, `isFalse`, `wasEqual`, `wasNotEqual`, `changed`, `notChanged`
**Action Types:**
- `sendEmail` - Send email to recipient
- `createEntity` - Create a new record
- `updateEntity` - Update current record
- `relateTo` - Link to another record
- `unrelateFrom` - Unlink from record
- `applyAssignmentRule` - Apply assignment rules
- `createNotification` - Create notification
### BPM Flowchart
```json
{
"type": "bpm",
"name": "flowchart-name",
"target_type": "EntityName",
"is_active": true,
"description": "Description",
"data": {
"list": []
},
"elements_data_hash": {},
"event_start_all_id_list": []
}
```
## Usage
Import a workflow:
```bash
docker exec espocrm php /var/www/html/custom/scripts/workflow_manager.php import /var/www/html/custom/workflows/your-workflow.json
# Alle Workflows auflisten
php custom/scripts/workflow_manager.php list
# Workflow importieren
php custom/scripts/workflow_manager.php import custom/workflows/my-workflow.json
# Alle Workflows exportieren
php custom/scripts/workflow_manager.php export
# Workflow löschen
php custom/scripts/workflow_manager.php delete workflow-name
```
Export a workflow:
```bash
docker exec espocrm php /var/www/html/custom/scripts/workflow_manager.php export <workflow-id> /var/www/html/custom/workflows/exported.json
```
## Workflow-Dateien
## Examples
Workflow-Definitionen werden als JSON-Dateien in diesem Verzeichnis gespeichert und können mit dem workflow_manager.php Tool importiert werden.
- `vmh-erstberatung-abschliessen.json` - Sends email and sets status when consultation is completed
**Datei-Naming:** `{workflow-name}.json` (Kleinbuchstaben, Bindestriche)
---
Für Details siehe: **custom/docs/workflows/README.md**