Replace the client-side, 100-row-capped deals board as the default view
with a server-driven cross-pipeline table so totals stop lying at scale.
- POST /crm/deals/search: faceted filter body (query, status, pipeline,
stage, owner, campaign, value range, close-date range), whitelisted
sort, offset pagination, and Contact/Stage/campaign hydrated via JOIN.
- POST /crm/deals/summary: COUNT + SUM(value) per status and per stage
over the same filter, with a mixed-currency guard, so header and board
column totals are true server aggregates.
- DealsTable: cross-pipeline default view (infinite scroll, server
filters/sort, honest summary stats) with a Table|Board toggle; the
kanban stays as the single-pipeline working view.
- Deal attribution: campaign_id + source_mailbox_id columns + indexes
(migration 000022) as groundwork for revenue lineage.
Move sequence editing fully into the explicit flow canvas, support negative branch conditions and connection waits, and remove the obsolete rail and standalone branch panel components.
Persist wait-day edits only at commit points and use the shared in-app confirm flow for deleting campaign steps. Update sequence deletion cache handling so one mutation instance can remove any step.
Add the dashboard editor for per-day campaign sending windows and wire campaign models to the new schedule_windows API shape. Refresh the shared calendar/date controls used by the campaign schedule screen.
Add an advisory content score endpoint that reuses warmup linting heuristics for campaign templates.
Surface the score in the sequence editor so users can check subject and body deliverability before sending.
Add an email auth-check endpoint and dashboard panel for SPF, DKIM, and DMARC validation.
Expose warmup content segment editing on mailboxes so segment-aware warmup content can be selected intentionally.
Add warmup content generation and admin review surfaces, plus mailbox warmup appeal/status APIs.
Track warmup engagement and tampering signals so unsafe mailboxes can be handled by the warmup flow.
Resolve the main-branch conflict in realtime event publishing by keeping both warmup account-health and audit-created events. Renumber the warmup migrations after the current main migration tail.
Make the warmup task reconciler re-check account state and org warmup access before scheduling replacement tasks. Remove pool membership for accounts whose org can no longer use warmup to avoid repeated no-access task churn.
Add authenticated session listing and revocation APIs, track the auth provider on sessions, and expose active session controls in account security settings.
Adds OAuth-backed integration connection management across the API, repository, event dispatch, migrations, docs, and dashboard UI.
Includes realtime invalidation and small dashboard type compatibility fixes needed for the web typecheck gate.
Move audit logs into org-scoped Postgres storage, wire audit events across backend handlers, and surface actor details in the dashboard activity log.
Add realtime audit invalidation and retention pruning so the trail stays current and bounded.
Add visible passkey progress states, skip background conditional UI on Safari, and cancel explicit sign-in if Safari never presents a credential prompt.
Add passkey enrollment and login wiring, including a Safari-safe explicit login path that prefetches the WebAuthn challenge before the click and calls the credential ceremony immediately from the user gesture.
Add a thread_id filter for scheduled Unibox sends and expose a per-thread hook for the dashboard.
Render queued sends inline in ThreadView with cancellation, refreshing the thread, scheduled list, and overview caches after cancel.
Add scheduled-send scope, queued-send review and cancel flows, richer reply composer controls, snooze picker polish, and API client models for the new Unibox endpoints.
Three surfaces close the loop on the limit-increase workflow:
- admin/dashboard/LimitRequestsPage.tsx queues every pending request
with full context (org → users → field → current vs requested →
+delta) and one-click approve/reject. Both actions open a review
dialog; approve notes are optional, reject notes are required and
surface to the customer.
- web/settings/limits/page.tsx is the customer-facing form. Resource
selector, requested value, reason textarea, plus a list of every
past request with its status (pending/approved/rejected/cancelled)
and the reviewer's notes when present. Pending rows expose a
cancel link. Footer links to the ToS limits clause.
- site/terms.astro grows a new section 07 ("Usage limits and
increase requests"). Explicit: "unlimited" means no plan-tier cap
but a product-wide hard ceiling still applies, increases are at
Warmbly's sole discretion, and previously granted increases can be
revoked when reputation signals deteriorate. Bumps every existing
section heading and id from 07 onward.
Admin sidebar grows a "Limit requests" entry under Accounts (Gauge
icon). Web settings layout grows a "Limits" section under owner-only
sections.
Removes DMARC reports, DNS verifier, Postmaster snapshots, and DNS
verifications from the dashboard. Adds connect-drawer fields for the
new catalog set (HubSpot, Salesforce, Pipedrive, Close, Zapier, Make,
n8n, Slack, Discord), keeps Calendly, Cal.com, and Google Sheets.
Category order is now CRM, Automation, Notifications, Meetings, Data.
Mirrors the backend models in TypeScript and adds React-Query hooks for
catalog, connections, DMARC reports, meeting bookings, DNS verifications,
and the connect / disconnect / verify mutations.
- useContactTimeline now uses cursor-based useInfiniteQuery (50/page,
before=oldest cached at) instead of a one-shot fetch
- search input filters subject/content/campaign/sequence/mailbox/
reason/intent; matches are highlighted in the row
- date range picker (popover with from/to + 7/30/90d presets) filters
the visible list by event timestamp
- segmented type chips with motion indicator
- IntersectionObserver sentinel auto-fetches next page as user scrolls
- when filters narrow the visible set, lazy-prefetch more pages so
results aren't artificially short (bounded to 250 events / 5 pages)
- skeleton rows with staggered pulse on first load, inline spinner on
subsequent page loads, "end of history" marker when done
Matthew Meszaros
Matt