 Matthew Meszaros
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c1acded32c
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feat: place import columns no header matched with one TypeSafe Jev choice call per preview (headers, value kinds and field names only, never a cell; 0.70 confidence floor, one column per field, 4s fallback to the deterministic mapping), map a column of addresses to Email by its values, report inferred_columns on both import previews, mark them in the mapper, and document what is sent in data control
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2026-09-22 20:22:40 -07:00 |
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Matthew Meszaros
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2bdbfe5f68
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feat: list the workspace's existing custom fields in the contact import and Google Sheets column mapper (searchable, with inline create), auto-map headers to existing fields ignoring case and separators in one shared server-side suggester, flag new fields, near-duplicates and columns sharing a field, and document the matching
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2026-09-22 20:07:57 -07:00 |
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Matthew Meszaros
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6284eb27ec
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feat: give a saved Google Sheets sync source segment targets (migration 000136 adds lead_sync_sources.segment_ids) that pin every synced row into those segments on each run, validated against the organization when the source is written and dropped from the run when a segment is deleted later, and filter GET /lead-sync/sources by ?segment_id= through a jsonb containment test so a segment can list the sources feeding it
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2026-09-08 04:59:18 -07:00 |
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Matthew Meszaros
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a4739b63ec
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feat: add first-touch contact source attribution (migration 000106: contacts.source with a CHECK, source_detail, first_seen_at, existing rows stamped unknown) stamped at every creation site (dashboard manual/campaign, file import, Google Sheets sync, API key, AI assistant), write contact_created / campaign_added / campaign_removed / category_added / category_removed lifecycle events into contact_activities inside the same transactions as the links and merge them into the contact timeline, refactor FindNextRoutedPair's routing into a campaignRouter shared with a per-contact RouteContact and split CalculateNextCampaignTime into campaignSenders + placeCampaignSend so a read-only PreviewContactSend derives a contact's next step through the scheduler's own constraints, expose it as GET /contacts/:id/campaigns behind the contact service, render a per-campaign state panel, Campaigns/Lifecycle filter chips and expandable event rows in the Activity tab plus a Source section on Overview, cover it with TestLive* for the timeline events and the next-action preview (step wait, sending window, paused), and document it in the contacts, campaigns and API reference docs (issue #255)
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2026-08-29 03:28:16 -07:00 |
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Matthew Meszaros
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1ba07028a4
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feat: rework contactService.ImportCommit end to end so a 1,000-row 13-column upload lands: the column mapping is resolved once before any row is read (a name Warmbly cannot use, an unnamed custom column, an unknown target or a mapping with no email column is one actionable 400 instead of the same message per row, accepting both {target:"custom", custom_key} and the legacy "custom:<key>"), the subscribed column is actually applied instead of parsed and discarded and subscribed_default is confined to new contacts so an update never resubscribes someone who opted out, the categories column resolves titles to ids and creates the missing ones, a file that lists one address twice becomes one contact with the later row merged in, rows the dedup strategy skips still join the campaign and categories the import targets, campaign and category ids are canonicalised so a blank one cannot fail every row on an empty string cast to uuid[], the plan ceiling is checked once for the whole batch, and per-row notes are separated from failures so total always equals imported plus updated plus skipped plus failed; ValidateImportMapping exposes the same verdict so a saved Google Sheets sync source is rejected when it is written rather than on its next sync
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2026-08-27 03:45:32 -07:00 |
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Matthew Meszaros
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03acdb87e3
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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)
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2026-06-15 08:11:53 +02:00 |
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Matthew Meszaros
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d6f055da19
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feat: add lead sync backend
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2026-06-04 11:49:55 +02:00 |
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