Support chained automation execution from native actions, guard automation recursion depth, carry idempotency context through campaign-launched automations, allow team task assignment in backend action execution, and reject deletes while campaign steps still reference an automation.
Restructure the docs navigation into product-focused pages, add automation expression reference content, and refresh related template and personalization surfaces.
Adds the shared template helper function map, send-path spintax expansion, server-side template preview validation, and the campaign template preview endpoint.
Wires notification and two-factor services into the backend and consumer, adds the authenticated notification feed/preferences endpoints, and exposes the public 2FA login verification endpoint.
Adds the persisted notification feed, user preferences, realtime notification events, and advanced-service notification hooks for replies and deliverability health events.
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 read and replace endpoints for conversation labels, wire service methods, and route sender/category filtering through the thread-collapsed search path.
Return one inbox row per conversation, aggregate unread/message counts, join assigned labels, and align overview and unread counters with thread-level totals.
Add the conversation-label join table and expose thread label fields on the Unibox response models so inbox rows and overview data can carry category metadata.
Add campaign lead ordering repository methods for manual send order and tighten strict ESP matching so SMTP/IMAP is only a fallback outside strict mode.
Resolve campaign senders as the union of explicit accounts and tag-selected mailboxes, with all active mailboxes as the empty-selection fallback. Update readiness checks, active-campaign counts, and rotation cursor handling for the unified pool.
Evaluate branch conditions relative to the previous send, defer while windows are still undecided, and let the routed pair finder handle deleted targets and loops at schedule time.
Matthew Meszaros