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.
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.
Refresh campaign ordering, ramp, lead-flow, CC/BCC, and ESP matching settings with shared controls, clearer labels, and a more accurate provider coverage view.
Replace tabbed campaign settings with a scrollspy settings page, add a unified tag and mailbox sender picker, and show ESP matching coverage for the resolved sender pool.
Move sequence editing fully into the explicit flow canvas, support negative branch conditions and connection waits, and remove the obsolete rail and standalone branch panel components.
Replace the legacy email body editor with the rich step composer, add preview/template controls, expose AI writing in campaigns and unibox replies, and close confirms after successful actions.
Persist wait-day edits only at commit points and use the shared in-app confirm flow for deleting campaign steps. Update sequence deletion cache handling so one mutation instance can remove any step.
Load campaign senders for explicit sender strategy and persist the selected mailbox pool through the campaign sender endpoint. Add a reusable account selector in campaign preferences.
Add the dashboard editor for per-day campaign sending windows and wire campaign models to the new schedule_windows API shape. Refresh the shared calendar/date controls used by the campaign schedule screen.
Matthew Meszaros