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 an advisory content score endpoint that reuses warmup linting heuristics for campaign templates.
Surface the score in the sequence editor so users can check subject and body deliverability before sending.
Add an email auth-check endpoint and dashboard panel for SPF, DKIM, and DMARC validation.
Expose warmup content segment editing on mailboxes so segment-aware warmup content can be selected intentionally.
Add warmup content generation and admin review surfaces, plus mailbox warmup appeal/status APIs.
Track warmup engagement and tampering signals so unsafe mailboxes can be handled by the warmup flow.
Resolve the main-branch conflict in realtime event publishing by keeping both warmup account-health and audit-created events. Renumber the warmup migrations after the current main migration tail.
Make the warmup task reconciler re-check account state and org warmup access before scheduling replacement tasks. Remove pool membership for accounts whose org can no longer use warmup to avoid repeated no-access task churn.
Add authenticated session listing and revocation APIs, track the auth provider on sessions, and expose active session controls in account security settings.
Adds OAuth-backed integration connection management across the API, repository, event dispatch, migrations, docs, and dashboard UI.
Includes realtime invalidation and small dashboard type compatibility fixes needed for the web typecheck gate.
Add passkey enrollment and login wiring, including a Safari-safe explicit login path that prefetches the WebAuthn challenge before the click and calls the credential ceremony immediately from the user gesture.
Add a thread_id filter for scheduled Unibox sends and expose a per-thread hook for the dashboard.
Render queued sends inline in ThreadView with cancellation, refreshing the thread, scheduled list, and overview caches after cancel.
Add scheduled-send scope, queued-send review and cancel flows, richer reply composer controls, snooze picker polish, and API client models for the new Unibox endpoints.
Matthew Meszaros