Commit graph

10 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
0e8735bf4e Let an org switch whole modules off (1.23.0) 2026-10-23 15:22:09 +05:30
Ashwin
601ca1da48 clean up 2026-10-21 09:25:18 +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
a9e0dd9bc3 feat: enhance customer portal case management and article publishing
- Implemented a new customer portal for users to manage their support requests.
- Added functionality for users to create and view their support cases.
- Updated article publishing logic to clarify the distinction between approval and visibility in the ticket reply panel.
- Enhanced the comment model to include the author's name when comments are made through the customer portal.
- Improved UI/UX for the solutions and cases pages, ensuring better clarity on article status and visibility.
- Updated documentation to reflect changes in the API and customer portal features.
2026-08-15 23:59:44 +05:30
Ashwin
e5b6beb4ca Refactor permissions and remove unused settings
- Replaced custom admin check with `is_org_admin` in `custom_field_views.py`, `organization_views.py`, `user_views.py`, and `macros/views.py` for consistency and clarity.
- Removed the unused `_is_admin` function from `custom_field_views.py` and `macros/views.py`.
- Updated organization-related views to streamline admin checks and improve error handling.
- Removed `SWAGGER_ROOT_URL` and `GOOGLE_REDIRECT_URI` settings from `settings.py` as they were not utilized.
- Cleaned up Swagger parameters across various modules to remove the now-irrelevant `org` header.
- Adjusted documentation to reflect the removal of `GOOGLE_REDIRECT_URI` and clarify Google OAuth configuration.
- Added database indexes for `Order` and `OrderLineItem` models to improve query performance.
2026-08-05 09:11:11 +05:30
Ashwin
0e6d880187 Add tests for client links and attachment deletion authorization
- Introduced tests for frontend URL generation in `test_client_links.py` to ensure all links in emails are reachable and correctly formatted.
- Added authorization tests for deleting attachments in `test_attachment_delete_authz.py` for leads and opportunities, ensuring proper access control based on user roles and organization boundaries.
- Updated `LeadAttachmentView` and `OpportunityAttachmentView` to use `get_scoped_or_404` for safer object retrieval, preventing unauthorized access to attachments across organizations.
- Improved documentation regarding the organization API key and personal access tokens, clarifying their scopes and security implications.
- Enhanced frontend token management to support new scope enforcement, allowing users to specify access levels when creating tokens.
2026-08-05 07:02:40 +05:30
Ashwin
9e202325c8 Update integration documentation to replace MCP server with AI agents 2026-08-03 23:16:05 +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