v1.0.0-beta.74
Released to production on September 5, 2026 at 19:25 CDT. See every commit in this release on GitHub
New
- Tooling: the e2e seed carries a CRM — a roaster's wholesale book, leads, an audience
- CRM: log calls, emails, meetings and notes; one timeline per contact
- Platform: activity kinds, the contact timeline merge and the CRM read tokens
- CRM: the Companies section, its record page and docs
- Cloud functions: indexes for the contact-company mirror and the scoped company filters
- CRM: the companies model, its link mirror rules and the CRM scope hooks
- CRM: the Leads section, the lead record and the convert dialog
- CRM: the lead-convert route turns a lead into a contact, a company and a deal
- Platform: lead status fields and a contact-upsert facet option
- Documentation: the CRM reference pages, scopes, conventions and What's New
- Console: a contact's CRM profile over /v1, the CRM sizes in usage, and the suites
- Console: /v1 grows companies, pipelines, deals, tasks and activities
- Forms: a form field picks the contact field it saves into
- CRM: custom contact fields, from definition to value
- Console: the global search finds a contact by name, email, phone or company
- CRM: the contact record page, and a list that links to it
- CRM: a contact can be added by hand, with a profile on its facet
- CRM: the deals pipeline — board, table, drawer, detail page and linked cards
- CRM: the deal pipeline model, the deal-stage route and its events
- CRM: the contacts table grows bulk actions and an audience door
- Email: audience rules reach owner, stage, company and custom fields
- Workflows: the trigger pickers read as words and the editor builds the CRM steps
- Runtime: the CRM owner and assignee resolve by address via the roster
- CRM: contact events and five CRM steps for automations
- CRM: tasks and follow-ups — section, record card, routes and widget
- CRM: the Reports section, its cards and the CRM at a glance widget
- Platform: the CRM report helpers — periods, week buckets, funnel, pipeline totals
- CRM: the Companies section, its record page and docs
- Cloud functions: indexes for the contact-company mirror and the scoped company filters
- CRM: the companies model, its link mirror rules and the CRM scope hooks
- CRM: the Import CSV drawer on the contacts list
- CRM: the contacts-import route — one chunk of a file through the capture door
- Site data: upsertHostContact answers a verdict and takes a facet
- Platform: the contact-file normalizer — mapping, row verdicts, skipped-rows CSV
- CRM: one edit verdict per list, and the cards link to the activities docs page
- CRM: log calls, emails, meetings and notes; one timeline per contact
- Platform: activity kinds, the contact timeline merge and the CRM read tokens
- CRM: the Contacts plugin becomes the CRM hub, id and all
- Contacts: the Contacts hub — sections, record routes and a server entry
- Security rules: the CRM collections answer to the contacts predicate, indexed
- UI components: the list table grows an opt-in row selection
- Platform: the CRM model, contact profile facet and scope stamp behind Contacts v2
Fixed
- CRM: the convert dialog's Stage label no longer sits on its placeholder
- CRM: a stage moved on the contact page fires its event; the leads' selects are named
- Console: the docs flag registry reads the CRM's own name on the pages it watches
- CRM: the consolidated CRM v2 tree clears every guard
- Console: the GA4 Admin host the funnel alarm reads is in the outbound inventory
- Tooling: the plugin-id backfill finds settings rows by parent, not by collection group
- Tooling: the funnel alarm grades hourly off Firebase Auth, not two days late
Changed
- CRM: the import drawer takes the org as the page prop it is forwarded from
Documentation
- Documentation: the commerce guide points at the account-page step by its current number
- Documentation: the CRM overview links the API reference at its real route
- Documentation: the Contacts folder reads as one CRM manual; v1 language swept
- Contacts: the Leads page — list, record, convert, unqualify
- Contacts: the contact record — adding by hand, the fields, owner, stages, the page
- Automations: the CRM events and steps, with their payload tables
- Contacts: the CRM Reports page, plus its crmReports plugin help topic
- Contacts: the contacts page list points at the import page
- Contacts: import contacts from CSV, with the registries regenerated
- Contacts: activities and the timeline, registries regenerated
Behind the scenes
- Releases: the beta.74 notes carry the CRM e2e harness and its two fixes
- Tooling: the console e2e suite reads the org-scoped routes and sectioned hubs
- Tooling: five browser-driven e2e specs cover the CRM surfaces the v2 arc left bare
- Bookings: the runtime mocks stub the capture door
- Tooling: the Linear ceiling reads AGL-2629 for the CRM v2.1 arc
- Console: the footer guard counts the Fields settings table as bounded
- Console: the org contacts bridge links into the CRM hub, not the retired route
- CRM: task routes, views and scope proven; the wiring spec stubs the admin sdk
- Tooling: the Linear ceiling reads AGL-2609, the workspace head
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