Commit Graph

221 Commits

Author SHA1 Message Date
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