bottleneckcrm/docs
Ashwin ab27ea85fd Refactor dashboard API response to reduce payload size and improve performance
- Removed serialization of full account, contact, lead, and opportunity objects from the dashboard API response.
- Added new fields for urgent counts, pipeline by stage, revenue metrics, hot leads, tasks, activities, and goal summary.
- Updated the context building logic to only include counts and essential data.

Enhance JWT signing key validation in settings

- Added a check to ensure the SECRET_KEY is at least 32 bytes for HS256 JWT signing.
- Introduced warnings for development environments when the key is shorter than required.

Update environment variable documentation

- Clarified the requirements for the SECRET_KEY in the environment variables documentation, emphasizing the minimum length for security.

Revise mobile app API configuration for self-hosting

- Updated the mobile app to allow self-hosting by using `--dart-define` for API_BASE_URL and GOOGLE_SERVER_CLIENT_ID.
- Ensured that the app enforces HTTPS in release builds to secure JWT transmission.

Implement entity lookup for task linking in mobile app

- Created a new EntityLookup model to handle task attachments to accounts, leads, opportunities, and tickets.
- Refactored task form screen to utilize the new lookup mechanism, improving the user experience by providing real-time loading states and error handling.

Add unit tests for new features and configurations

- Implemented unit tests for API configuration, entity lookup, and task link picker to ensure functionality and reliability.
2026-08-07 10:05:19 +05:30
..
api Refactor permissions and remove unused settings 2026-08-05 09:11:11 +05:30
architecture Refactor permissions and remove unused settings 2026-08-05 09:11:11 +05:30
contributing Update integration documentation to replace MCP server with AI agents 2026-08-03 23:16:05 +05:30
design Refactor RLS context handling and improve security measures 2026-08-05 17:35:37 +05:30
getting-started Refactor permissions and remove unused settings 2026-08-05 09:11:11 +05:30
integrations Refactor RLS context handling and improve security measures 2026-08-05 17:35:37 +05:30
mobile Refactor comments for clarity and consistency across multiple screens and services 2026-08-03 09:36:48 +05:30
reference Refactor dashboard API response to reduce payload size and improve performance 2026-08-07 10:05:19 +05:30
self-hosting Refactor permissions and remove unused settings 2026-08-05 09:11:11 +05:30
index.md Refactor comments for clarity and consistency across multiple screens and services 2026-08-03 09:36:48 +05:30