Commit graph

7 commits

Author SHA1 Message Date
Ashwin
e91258eed5 Record where each new org came from, alert stale deals only for orgs in use, and offer industries on the phone's new-org screen (1.25.0) 2026-10-24 11:34:07 +05:30
Ashwin
cffe004746 Link a deal only to an account its editor can open, and hide automation where the API has none (1.22.1) 2026-10-22 20:11:24 +05:30
Ashwin
2be3f51efc Add comprehensive tests for ticket closing, calendar feed, deal board, macros, session caches, and web form models
- Implement tests for closing tickets via menu and status picker, ensuring correct API interactions and error handling.
- Create tests for calendar feed provider, verifying throttling behavior and success responses.
- Add tests for deal board provider, covering reading and moving deals, including edge cases for card movement and filters.
- Enhance macro tests to validate action parsing and application to tickets, including error handling.
- Introduce session cache tests to ensure proper cleanup on sign-out and validate session-scoped providers.
- Extend web form model tests to cover lead rotation functionality, ensuring correct serialization and defaults.
2026-09-27 06:28:09 +05:30
Ashwin
e26ab380fc Add unit tests for ticket board provider, status settable, web forms, CSV import, deal aging badge, and tickets selection
- Implement comprehensive tests for the ticket board provider to validate kanban and pipeline modes, including ticket movement and error handling.
- Create tests for ticket status settable to ensure proper status selection logic.
- Enhance web form model tests to cover ticket-specific fields and submission behavior.
- Introduce CSV import sheet tests to verify file handling and error reporting.
- Add deal aging badge tests to confirm correct display of aging statuses.
- Implement tickets selection tests to ensure UI responsiveness and functionality at various screen sizes.
2026-09-26 16:53:22 +05:30
Ashwin
41d4148edb feat: Enhance goal tracking with currency support and separate totals
- Updated goal model to include currency, allowing for multiple currencies in goals.
- Modified goal totals calculation to keep currencies separate and accurately reflect targets and achievements.
- Added tests to ensure correct handling of multiple currencies in goal tracking.
- Enhanced invoice reports to support multiple currencies, ensuring accurate reporting without summing across different currencies.
- Implemented lead board provider tests to validate lead movement and pipeline functionality.
- Introduced record edit verb tests for accounts, contacts, and leads, ensuring PATCH requests are correctly formed.
- Improved tag normalization to handle non-Latin scripts and prevent duplicates.
2026-09-26 10:06:25 +05:30
Ashwin
e3b5181b19 Refactor comments for clarity and consistency across multiple screens and services
- Updated comments in LeadsListScreen, MoreScreen, TaskDetailScreen, TaskFormScreen, TasksListScreen, TicketAnalyticsScreen, TicketDetailScreen, TicketsListScreen, ApiService, AuthService, CrashReporting, DealCard, TicketCard, MultiSelectSheet, KanbanColumn, StageStepper, TicketApprovalPanel, TicketPropertiesCard, and TicketTimePanel to improve readability and maintain a consistent style.
- Adjusted punctuation and phrasing for better flow and understanding.
2026-08-03 09:36:48 +05:30
Ashwin
d6bb754673 Add documentation for self-hosting, production deployment, requirements, security hardening, and troubleshooting
- Created production-deploy.md to outline production deployment steps and configurations.
- Added requirements.md detailing environment prerequisites for self-hosting.
- Introduced security-hardening.md as a checklist for securing multi-tenant deployments.
- Developed troubleshooting.md to address common issues in RLS-backed deployments.
- Configured mkdocs.yml for documentation structure and navigation.
2026-08-02 20:08:12 +05:30