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algos crm.

algos crm.

CRM Documentation

The same product docs available in the dashboard—guides for setup, architecture, modules, and day-to-day use.

Changelog
docs/changelog.md PDF Download all

Changelog

High-level product history for operators and developers.
For git-level detail, use the repository commit / PR history.

Format inspired by Keep a Changelog.

Unreleased

Added

  • Public contribution policy: PR-only workflow, no production access, and intellectual-property terms (CONTRIBUTING.md, docs/development/contributing.md).
  • Pull request template and CODEOWNERS so outside contributions stay reviewed.
  • Professional documentation tree under /docs (installation, architecture, channels, Super Admin, operations, user manual, roadmap).

2026-08 — Inbox & WhatsApp reply

Added

  • Tenant Inbox (/inbox) with conversation list/thread UI.
  • WhatsApp outbound replies via Graph API.
  • Conversation assign + open/pending/closed status.
  • Permissions: view.inbox, reply.inbox, assign.inbox.

2026-07 — Channels & Meta

Added

  • Channels engine (connections, webhook events, contacts, conversations, lead channel meta).
  • Channels UI for tenants (connect, test, sync, retry, disconnect, regenerate secret).
  • Public webhook GET|POST /webhooks/channels/{uuid}.
  • Generic Webhook adapter (signed JSON leads/messages).
  • Facebook Lead Ads adapter (leadgen + Graph fetch).
  • WhatsApp Cloud API inbound adapter + Meta verification.
  • Config: META_APP_SECRET, META_GRAPH_VERSION, CHANNELS_WEBHOOK_QUEUE.
  • MySQL-safe short index names + recovery for partial channel migrations.

Fixed

  • Channel route binding company-scope leak (orWhere grouping).
  • Company Profile vs Company Settings controller (edit() restore after bad merge).

2026-07 — Platform & tenancy UX

Added

  • Company Profile read-only page + Company Settings editor.
  • Super Admin contact inquiries for marketing form submissions.
  • Soft-delete company identifier cleanup patterns.

Changed

  • Create-user flow enhancements (preset password email, create-role modal) in earlier PRs.
  • Password eye icon overlap fixes on user forms.

Earlier — Core CRM

Added

  • Multi-company tenancy with CurrentCompany / CompanyScope.
  • Custom RBAC (permissions:sync, admin/sales defaults).
  • Leads, customers, tasks, reports, CSV import/export.
  • Lead/task reminder scheduler commands.
  • Super Admin: companies, plans/limits, analytics, email templates, impersonation.
  • Marketing site + website lead webhook.
  • AdminLTE tenant shell.

Notes

  • Channel providers may appear in the UI before adapters ship; see Channels overview status matrix.
  • CI/CD workflows are Recommended and documented under CI/CD.