Commit graph

15 commits

Author SHA1 Message Date
Ashwin
0e8735bf4e Let an org switch whole modules off (1.23.0) 2026-10-23 15:22:09 +05:30
Ashwin
5341cd86a3 Add automation rule screens on web and phone (1.22.0) 2026-10-22 18:37:19 +05:30
Ashwin
51c2cac655 Add automation rules that run on record changes (1.21.0) 2026-10-22 12:06:13 +05:30
Ashwin
3b90b5a08e upload 2026-10-20 21:48:14 +05:30
Ashwin
10af001387 feat(import): handle archived tags as row errors in CSV imports 2026-10-15 11:58:58 +05:30
Ashwin
ed4263a534 Refactor tests and add new functionality for ticket closing and mailbox handling
- Updated phone viewport test to check for new text related to SNS topics.
- Enhanced audit log screen tests with new credential events and filters.
- Modified mailbox form sheet tests to handle SNS Topic ARN correctly.
- Introduced new tests for ticket form close date functionality, ensuring correct behavior for optional close dates.
- Added support for organization timezone handling in tests, ensuring accurate date calculations based on user organization.
- Improved unit tests for mailbox and organization date handling, ensuring proper behavior for various scenarios.
- Implemented bulk close date functionality in ticket selection tests, verifying correct behavior for date selection and submission.
2026-09-27 11:43:51 +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
66421bbad0 Add ticket approval panel tests and enhance ticket board functionality
- Implement tests for ticket approval panel to verify approval request logic and visibility based on user roles.
- Add functionality to handle ticket movement based on server response for both tickets and leads.
- Introduce new tests for duplicate checking API to ensure correct handling of duplicates and merging logic.
- Remove outdated permissions tests that are no longer relevant.
- Update ticket board and lead board providers to include 'can_move' field for better control over ticket actions.
- Refactor existing tests to improve coverage and ensure accurate representation of API responses.
2026-09-26 23:33:20 +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
dc166fb600 feat: add documentation for web forms integration and update environment variables 2026-08-17 13:46:40 +05:30
Ashwin
78abf8acae Refactor RLS context handling and improve security measures
- Updated the `ORG_SCOPED_TABLES` to clarify the exclusion of `security_audit_log` and its implications for RLS policies.
- Added tests to ensure `security_audit_log` remains unexposed and verify the absence of RLS policies.
- Implemented tests for HSTS settings behind a TLS-terminating proxy to ensure proper header emission.
- Enhanced notification API tests to enforce RLS context during notification creation and access.
- Adjusted notification model tests to ensure RLS context is correctly applied for cross-tenant scenarios.
- Refined RLS context management in `conftest.py` to ensure proper session handling across tests.
- Removed deprecated Salesforce settings from the frontend and updated documentation to reflect changes in API behavior.
- Cleaned up environment variable documentation to clarify the impact of `TRUST_PROXY_SSL_HEADER` and other settings.
2026-08-05 17:35:37 +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