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.
Backend:
- Fix contact-create 500 (nil custom_fields, doubled slice, bad RETURNING SQL)
- Avatar upload: migration 000033, S3 public-read, PNG/JPG only,
client-resized to 512px + server dimension cap (1024px)
- Pull avatar_url through user + organization repo queries
Frontend:
- Settings restructured into nested routes with a rail layout
(/app/settings/{profile,notifications,security,members,roles,
workspace,billing,danger}); flat Section/Row primitives replace
the per-card rectangles; Save buttons only render when dirty
- Standalone /app/billing and /app/team removed; legacy URLs
redirect to the settings sections; UserNav trimmed accordingly
- CRM rebuilt: Pipelines CRUD + stage editor, Deals kanban with
HTML5 drag/drop, Tasks bucketed by due-date with inline toggle.
Frontend models realigned with backend (Deal.name, CRMTask.status
enum, paginated list shapes)
- Avatars: AvatarUploader component, client-side canvas resize,
wired into Profile + Workspace settings; UserNav + OrgSwitcher
render the uploaded image with initials fallback
- RBAC: lib/permissions.ts mirrors organization_permission.go;
inline role picker in Members; Roles & access section shows the
permission matrix and per-role member counts
- Audit log page at /app/audit, gated to owner+admin via canManage
- Plans aligned with warmbly-web pricing: Starter/Grow/Business/
Enterprise via lib/plans.ts; PlanPill, billing page, sidebar
badges and LockedSurface all read from the same catalogue
- Header PlanPill shows current plan with status-aware coloring;
sidebar locked rows show the required-plan badge instead of a
generic lock icon
Perf:
- QueryClient defaults (staleTime: 30s, refetchOnWindowFocus: false,
retry: 1) — kills 3-5 round-trip storm on every navigation
- useSubscription, usePlans → staleTime: Infinity (only invalidate
on plan-change mutations); useUser/Timezones/Orgs get long stales
with refetchOnMount: false
- vite.config: optimizeDeps for heavy libs + server.warmup for the
most-mounted entry pages
Matthew Meszaros