Commit Graph
6 Commits
Author SHA1 Message Date
Matthew Meszaros 03acdb87e3 fix: thread organization_id through contact, CRM, and unibox reads and writes so non-owner org members see and edit their workspace data, and backfill contacts.organization_id for single-membership users (migration 000049) 2026-06-15 08:11:53 +02:00
Matthew Meszaros 5f3940602f feat: add CRM task search summaries 2026-06-07 07:04:16 +02:00
Matthew Meszaros f4c738de06 feat: add customizable CRM task types 2026-06-07 06:18:01 +02:00
Matthew Meszaros 050d09c961 feat: add cross-pipeline deals search surface
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.
2026-06-06 19:42:20 +02:00
Matthew Meszaros 3e556825d8 fix: add org scoping to contact notes and activities to prevent IDOR 2026-04-12 11:09:40 +00:00
Máté Mészáros (Laptop) 41624a6f79 Analytics & Tracking 2026-01-29 05:59:04 +01:00