Commit graph

12 commits

Author SHA1 Message Date
Ashwin
dc166fb600 feat: add documentation for web forms integration and update environment variables 2026-08-17 13:46:40 +05:30
Ashwin
41250838ad Add comprehensive tests for web forms functionality
- Implement tests for web forms screen to ensure proper rendering and behavior on different devices.
- Create unit tests for web form model to validate JSON serialization and deserialization.
- Add tests for web forms provider to verify API interactions and state management.
- Ensure that publishing rules and field validations are correctly enforced in the tests.
2026-08-17 13:33:14 +05:30
Ashwin
8b20bc0edb feat: add goal history screen and integrate with goals screen
- Implemented GoalHistoryScreen to display finished goal periods and their attainment.
- Added navigation from GoalsScreen to GoalHistoryScreen via a history icon.
- Enhanced GoalsScreen to support filtering goals with a search bar and filter chips.
- Updated formatGoalValue function to handle new goal type 'ACTIVITIES'.
- Added unit tests for goal history, filtering, and goal types.
- Improved error handling and empty states for goal history and goals list.
2026-08-16 19:05:23 +05:30
Ashwin
d2a2d690fc feat: add time report feature with CSV export
- Implemented a new time report page in the frontend that displays totals by agent, ticket, or account over a specified date range.
- Added a CSV export functionality for the time report, allowing users to download their report data.
- Created API endpoint for exporting time report data in CSV format.
- Developed data models and providers for managing time report data in the mobile application.
- Integrated time report navigation into the mobile app, allowing users to access the report from the timesheet screen.
- Added unit tests for time report data parsing and API request handling.
2026-08-16 10:23:02 +05:30
Ashwin
cab3e92c60 feat: enhance article management with tagging system
- Implemented tagging functionality in the article editing and creation forms, allowing users to select tags for articles.
- Updated the article detail view to display related articles based on shared tags.
- Added a new portal view for customers to access help articles, including search functionality.
- Introduced a suggestions feature in the request form to display relevant articles based on user input.
- Enhanced the mobile solution detail screen to support tag selection and display.
- Updated data models to include tag IDs for articles, ensuring proper handling of tags in the backend.
- Added tests to verify the correct behavior of the tagging system in the solution detail screen.
2026-08-16 07:29:38 +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
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
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