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.
Add read and replace endpoints for conversation labels, wire service methods, and route sender/category filtering through the thread-collapsed search path.
Return one inbox row per conversation, aggregate unread/message counts, join assigned labels, and align overview and unread counters with thread-level totals.
Add the conversation-label join table and expose thread label fields on the Unibox response models so inbox rows and overview data can carry category metadata.
Add campaign lead ordering repository methods for manual send order and tighten strict ESP matching so SMTP/IMAP is only a fallback outside strict mode.
Resolve campaign senders as the union of explicit accounts and tag-selected mailboxes, with all active mailboxes as the empty-selection fallback. Update readiness checks, active-campaign counts, and rotation cursor handling for the unified pool.
Evaluate branch conditions relative to the previous send, defer while windows are still undecided, and let the routed pair finder handle deleted targets and loops at schedule time.
Add an organization credit ledger with idempotent consumption, plan credit grants, Anthropic/OpenAI writing providers, and a gated generation endpoint for campaign writing assistance.
Carry attachment references inside the stored email body blob, resolve bytes on workers, and encode attachments for Gmail API and SMTP sends without changing the Kafka send-email contract.
Scope campaign A/B variants to individual sequence steps and select step variants deterministically per contact and step. Keep campaign-level variants on the existing assignment flow.
Store per-step branching conditions, validate branch targets, and select campaign contact steps by following the flow graph. Preserve linear progression for steps without branch conditions.
Store per-day schedule windows on campaigns and validate updates before persistence. Use the schedule windows in campaign scheduling, including legacy day/time derivation for existing campaigns.
Use subject-specific humanization so short warmup subjects are not mangled by body-level opener stripping.
Add rDNS verification logging after provisioning and remove the unused public campaign breaker interface method.
Treat warmup content as a shared library in settings and admin tables, and realign the conversation pick index with segment-based selection.
Add generation job details and fix warmup placement displays so backend percentages and provider counts render correctly.
Remove the worker-side dwell timer now that delayed warmup engagement is scheduled durably by the consumer.
Keep DelaySeconds only for wire compatibility and run received warmup action batches immediately on the worker.
Add OpenAI Batch API support for warmup content generation, including job metadata, polling, cancellation, and completed-batch ingestion.
Share the generation prompt between sync and batch modes and humanize/lint generated threads before storing them in the warmup content library.
Store delayed warmup engagement actions in Postgres and drain them from the consumer so read, important, and star actions survive worker restarts.
Keep foldering and spam rescue immediate while routing delayed actions to the mailbox's current worker at fire time.
Matthew Meszaros