Matthew Meszaros
82e753735c
feat: add integration and meetings dashboard
2026-06-08 06:25:44 +02:00
Matthew Meszaros
8773b7f7f3
feat: push contacts to integrations
2026-06-07 20:30:52 +02:00
Matthew Meszaros
c724ba59ec
feat: expose integration action metadata
2026-06-07 20:30:41 +02:00
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