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Author SHA1 Message Date
Ashwin
86e13796fe feat: implement tag creation functionality with error handling in settings 
feat: enhance tag management UI with form for adding new tags

feat: add approval rule management with create, update, deactivate, and delete actions

feat: improve ticket approval settings UI with form handling and error messages

feat: add timer management functionality in timesheet with stop timer action

chore: add Vitest configuration for server-side testing

fix: update development API URL in mobile configuration
 2026-08-04 15:13:35 +05:30
Ashwin
24390478e0 Refactor notifications handling: replace SSE with polling mechanism 
- Removed the `/api/notifications/stream/` endpoint and associated SSE logic.
- Updated `Bell.svelte` and `notifications.svelte.js` to implement polling for notifications every 45 seconds.
- Introduced connection pooling configuration in environment variables documentation.
- Updated production deployment documentation to recommend WSGI over ASGI for improved database connection management.
 2026-08-04 00:18:17 +05:30
Ashwin
9e202325c8 Update integration documentation to replace MCP server with AI agents 2026-08-03 23:16:05 +05:30
Ashwin
880a894668 fix(docs): update Read the Docs URL to reflect the new documentation site 2026-08-03 20:40:44 +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
Ashwin Kumar
dfa5140c3c
Merge pull request #728 from Django-CRM/dev 
Dev
 2026-08-02 09:41:27 +05:30
Ashwin
dc3aa4d613 feat(schema): add validation for lead source and status; update sample data to ensure compliance with new choices 2026-08-02 09:02:53 +05:30
Ashwin
9dc080ddec feat(packs): introduce vertical pack functionality with sample data management; add is_sample field to Account and Case models, implement sample data logging, and create migration scripts for new features 2026-08-02 08:49:06 +05:30
Ashwin Kumar
5d981b98ac
Merge pull request #727 from Django-CRM/dev 
fix(docs): update GitHub repository links to use the correct 'django-…
 2026-08-01 16:27:24 +05:30
Ashwin
a287aced3a fix(docs): update GitHub repository links to use the correct 'django-crm' organization; ensure consistency across documentation and support pages 2026-08-01 15:46:25 +05:30
Ashwin Kumar
b78226b5a3
Merge pull request #726 from Django-CRM/dev 
Dev
 2026-08-01 14:42:36 +05:30
Ashwin
8a629a7479 feat(inbound): enhance SNS webhook security by adding TopicArn pinning and certificate validation; update dependencies for cryptography library 2026-08-01 14:42:10 +05:30
Ashwin
e7ef528c8b docs: add CONTRIBUTING.md to guide new contributors; update README.md for clarity and feature highlights 2026-08-01 10:22:16 +05:30
Ashwin
cf789bf09a chore(docs): remove outdated MCP server design and phase 1 implementation plan documents; streamline project documentation 2026-08-01 09:16:08 +05:30
Ashwin
540f1b50e8 feat(tabs): implement role-based visibility for admin tabs and sidebar items; enhance user experience by filtering out admin-only options for non-admin users 2026-07-31 20:50:56 +05:30
Ashwin
72eb9fe34a feat(sidebar): add mobile navigation drawer and sign out link; enhance sidebar accessibility and styling 2026-07-31 20:32:06 +05:30
Ashwin
639cd5fd32 Merge branch 'master' of https://github.com/MicroPyramid/Django-CRM into dev 2026-07-31 19:15:14 +05:30
Ashwin
0471af82a4 fix(tests): update href paths in TestTodayView to remove versioning; ensure consistency with API response structure 2026-07-31 19:15:08 +05:30
Ashwin Kumar
4390b8e2a0
Merge pull request #725 from Nameless-Monster-Nerd/codex/log-missing-account-email 
Log missing account emails in tasks
 2026-07-31 19:13:19 +05:30
Ashwin
c9250dda3a feat(accounts): add rollup calculations to AccountSerializer and annotate rollups in queryset; implement validation for annual revenue to prevent negative values; enhance access control for account-related views 2026-07-31 17:18:17 +05:30
Nameless-Monster-Nerd
afd38af1db Log missing account emails in tasks 2026-07-29 10:24:46 -04:00
Ashwin
60b316e186 feat(api-key): implement OrgApiKeyView for secure access and rotation of organization API keys; ensure api_key is excluded from public responses and add tests for access control 2026-07-27 22:40:09 +05:30
Ashwin Kumar
9b0109ee63
Merge pull request #724 from MicroPyramid/dev 
chore: update dependencies and configurations; migrate to lucide_icon…
 2026-07-27 21:51:28 +05:30
Ashwin
52953c07b0 chore: update dependencies and configurations; migrate to lucide_icons_flutter, enhance Gradle settings, and improve selection handling in deals list 2026-07-27 21:50:45 +05:30
Ashwin Kumar
4dac3577af
Merge pull request #723 from MicroPyramid/dev 
feat(invoices): centralize invoice access control with new permission…
 2026-07-27 21:24:44 +05:30
Ashwin
0a63ba0df6 feat(invoices): centralize invoice access control with new permission checks; refactor views to utilize get_invoice_or_error for consistent authorization 2026-07-27 21:23:24 +05:30
Ashwin Kumar
fb62a1bbd6
Merge pull request #722 from MicroPyramid/dev 
feat(user-management): enhance user creation and email validation log…
 2026-07-27 20:58:26 +05:30
Ashwin
781da46238 feat(user-management): enhance user creation and email validation logic; ensure unique email per organization and improve error handling in API responses 2026-07-27 20:57:33 +05:30
Ashwin Kumar
399b856544
Merge pull request #721 from MicroPyramid/dev 
refactor: remove SessionToken model and related functionality; update…
 2026-07-27 20:31:01 +05:30
Ashwin
39f08a37f5 refactor: remove SessionToken model and related functionality; update authentication flow to use single-use refresh tokens and enhance super admin permission checks 2026-07-27 20:30:22 +05:30
Ashwin Kumar
73decd165b
Merge pull request #720 from MicroPyramid/dev 
Dev
 2026-07-27 08:06:31 +05:30
Ashwin
32dee0dcff chore: enhance docker-compose configuration to support optional local environment overrides 2026-07-27 08:05:38 +05:30
Ashwin
fa52fb10d4 chore: add migration check and optimize password hashing for test settings 2026-07-27 08:01:47 +05:30
Ashwin Kumar
9f844751a5
Merge pull request #719 from MicroPyramid/dev 
Dev
 2026-07-27 06:51:37 +05:30
Ashwin
39bae9a5c7 chore: update dependencies in pyproject.toml and uv.lock for improved stability and performance 2026-07-27 06:50:34 +05:30
Ashwin
ecdc018d50 feat(migration): re-stamp Row-Level Security (RLS) policies on org-scoped tables for optimization 2026-07-27 06:08:32 +05:30
Ashwin
c52d13001f fix: update name filter logic to match first or last name in LeadListView 2026-07-27 06:04:06 +05:30
Ashwin
20f29a2b2d Merge branch 'master' of https://github.com/MicroPyramid/Django-CRM into dev 2026-07-27 06:02:55 +05:30
Ashwin Kumar
9379934d6d
Merge pull request #711 from dmitrymaranik/perf/wrap-rls-initplan 
perf(rls): wrap current_setting() in the org-isolation policies so it evaluates once per statement
 2026-07-27 06:01:51 +05:30
Ashwin
de86138936 Merge branch 'master' of https://github.com/MicroPyramid/Django-CRM into dev 2026-07-27 05:56:53 +05:30
Ashwin Kumar
3681c41272
Merge pull request #716 from Nameless-Monster-Nerd/fix/contact-name-filter 
fix: search contacts by first or last name
 2026-07-27 05:52:39 +05:30
Ashwin
350a5c56fc chore: update dependencies in package.json and pnpm-lock.yaml for improved stability and performance 2026-07-27 05:46:44 +05:30
Nazmus Samir
646372db6e fix: search contacts by first or last name 2026-07-22 20:52:21 -04:00
Dmitry Maranik
5eff502fa1 perf(rls): wrap current_setting() in org-isolation policies so it evaluates once per statement (InitPlan) 2026-07-14 23:35:51 -07:00
Dmitry Maranik
938a7da095 perf(rls): wrap current_setting() in org-isolation policies so it evaluates once per statement (InitPlan) 2026-07-14 23:35:50 -07:00
Ashwin Kumar
d9608333cc
Dev (#697) 
* fix: prevent DB and Redis connection exhaustion by implementing SSE stream timeouts, explicit connection cleanup, and documenting production deployment safety.

* chore: remove production deployment runbook
 2026-06-06 17:25:58 +05:30
Ashwin Kumar
f44fcaf554
Merge pull request #696 from MicroPyramid/dev 
feat: implement HTTP transport with per-request authentication, dynam…
 2026-06-02 08:54:43 +05:30
Ashwin
cf6d4d8012 feat: implement HTTP transport with per-request authentication, dynamic client resolution, and ASGI integration. 2026-06-02 08:53:29 +05:30
Ashwin Kumar
3ab79d75ec
Merge pull request #695 from MicroPyramid/dev 
feat: add MCP client configuration picker and copy-to-clipboard funct…
 2026-06-02 06:57:16 +05:30