Matthew Meszaros
edce3f5e8d
feat: add sidebar activity counts
2026-06-07 19:35:27 +02:00
Matthew Meszaros
84e225ac4c
feat: use path based unibox routes
2026-06-07 19:35:16 +02:00
Matthew Meszaros
e87cd7e8e9
feat: fix unibox seen updates
2026-06-07 19:35:12 +02:00
Matthew Meszaros
e0a3ee13a4
feat: polish CRM task type colors
2026-06-07 19:35:05 +02:00
Matthew Meszaros
bd5356c7ff
feat: add CRM task team controls
2026-06-07 19:34:56 +02:00
Matthew Meszaros
81c4539b20
feat: warn when stop on reply is off
2026-06-07 17:27:00 +02:00
Matthew Meszaros
bb91e6d3e2
feat: add instant branch controls
2026-06-07 17:26:50 +02:00
Matthew Meszaros
9e4c9515bd
feat: model instant branch options
2026-06-07 17:24:51 +02:00
Matthew Meszaros
ac269a29a7
feat: use themed select in campaign flow
2026-06-07 12:46:46 +02:00
Matthew Meszaros
813b655d13
feat: explain reply branch matching
2026-06-07 12:46:39 +02:00
Matthew Meszaros
95c37efaa1
feat: clarify branch disconnect action
2026-06-07 12:46:08 +02:00
Matthew Meszaros
5ca9a9d944
feat: show instant reply branch guidance
2026-06-07 12:45:33 +02:00
Matthew Meszaros
5e54f37154
feat: fan converging campaign flow edges
2026-06-07 12:44:42 +02:00
Matthew Meszaros
3bcfe7674e
feat: label reply branches as instant
2026-06-07 12:43:57 +02:00
Matthew Meszaros
17351f0806
feat: add instant reply step shortcut
2026-06-07 12:43:07 +02:00
Matthew Meszaros
f9d667ed6d
feat: add themed select menu
2026-06-07 12:39:33 +02:00
Matthew Meszaros
6b1322ff17
feat: polish CRM deals table filters
2026-06-07 11:50:05 +02:00
Matthew Meszaros
650b7d6400
feat: add CRM deal sequence editor actions
2026-06-07 11:50:00 +02:00
Matthew Meszaros
87dc3b2647
feat: add reply intent branch editor
2026-06-07 11:49:52 +02:00
Matthew Meszaros
c5135857e8
feat: refresh contact queries after deal changes
2026-06-07 11:07:29 +02:00
Matthew Meszaros
1286074ba8
feat: refresh contact queries after note changes
2026-06-07 11:07:24 +02:00
Matthew Meszaros
8287f5d8b4
feat: mark opened unibox threads seen
2026-06-07 11:07:19 +02:00
Matthew Meszaros
aaaa2abf2b
feat: polish CRM deals segmented controls
2026-06-07 11:07:15 +02:00
Matthew Meszaros
738629fa89
feat: add relative task due date control
2026-06-07 11:07:10 +02:00
Matthew Meszaros
8509d44bef
feat: enrich unibox CRM panel actions
2026-06-07 10:46:09 +02:00
Matthew Meszaros
791165ad5e
feat: refresh CRM task queries on create
2026-06-07 07:54:17 +02:00
Matthew Meszaros
e482330351
feat: improve unibox contact context lookup
2026-06-07 07:54:13 +02:00
Matthew Meszaros
0a11049458
feat: add searchable task type picker
2026-06-07 07:54:10 +02:00
Matthew Meszaros
94673c3550
feat: page CRM deals board columns
2026-06-07 07:54:06 +02:00
Matthew Meszaros
add5ecd2d2
feat: show overdue task indicator in nav
2026-06-07 07:04:36 +02:00
Matthew Meszaros
42edf23a6f
feat: add server-driven CRM tasks view
2026-06-07 07:04:30 +02:00
Matthew Meszaros
608ca652ec
feat: polish CRM task type picker
2026-06-07 07:04:25 +02:00
Matthew Meszaros
4e015e7efd
feat: add CRM task search clients
2026-06-07 07:04:21 +02:00
Matthew Meszaros
c969091577
feat: add teams settings page
2026-06-07 07:04:00 +02:00
Matthew Meszaros
c10c4000e7
feat: add teams API hooks
2026-06-07 07:03:56 +02:00
Matthew Meszaros
f9bc1dc40f
feat: expose organization member display fields
2026-06-07 07:03:25 +02:00
Matthew Meszaros
03ddc2b6d8
feat: add unibox contact context panel
2026-06-07 06:18:38 +02:00
Matthew Meszaros
99d6a20c1b
feat: add create task sequence action UI
2026-06-07 06:18:32 +02:00
Matthew Meszaros
484aea9597
feat: show task types on CRM tasks
2026-06-07 06:18:17 +02:00
Matthew Meszaros
30731f6595
feat: add CRM task type picker
2026-06-07 06:18:11 +02:00
Matthew Meszaros
49ac868956
feat: add CRM task type API hooks
2026-06-07 06:18:06 +02:00
Matthew Meszaros
64bf23500d
feat: add contact email lookup client
2026-06-07 06:17:28 +02:00
Matthew Meszaros
1ae7afa4c8
feat: drop em dash from deals empty-state copy
2026-06-06 19:44:13 +02:00
Matthew Meszaros
0ac0ba80ca
Merge remote-tracking branch 'origin/main' into feature/crm-system
2026-06-06 19:42:26 +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
2f5e0208f5
feat: refresh unibox labels after category delete
...
Invalidate Unibox search and overview caches after category deletion so cascaded thread-label removals are reflected immediately in the dashboard.
2026-06-06 19:37:19 +02:00
Matthew Meszaros
5f5f29c39f
feat: add unibox thread label menu
...
Add the thread header label picker, create-and-add flow, cache-backed header chips, and keyboard access for assigning categories to conversations.
2026-06-06 19:37:19 +02:00
Matthew Meszaros
1b4baa325a
feat: add unibox category browsing
...
Wire category scopes through the Unibox page, rail, filter sheet, and conversation list so thread labels can be browsed and rendered from the collapsed inbox rows.
2026-06-06 19:37:19 +02:00
Matthew Meszaros
815665d6e2
feat: add unibox label client hooks
...
Add frontend request helpers and query hooks for thread labels, plus typed search and overview support for category-scoped Unibox data.
2026-06-06 19:37:19 +02:00
Matthew Meszaros
3f6935a3bb
feat: polish live activity indicators
...
Add distinct live activity indicators for warming mailboxes, animate dashboard counters, and tighten lead progress labels.
2026-06-06 08:34:47 +02:00