Changelog

v1.0.0 -- September 2, 2026

Initial release of the Full-Stack CRM Kit.

Dashboard (3 routes)

• Sales dashboard with KPI cards from aggregate Supabase queries
• Activity feed showing recent CRM activities from the database
• Notification center with real-time notification reads

Contacts & Companies (7 routes)

• Contact list with full-text search via tsvector and server-side pagination
• Contact detail with tabbed content (overview, deals, activities) and quick actions
• Contact create/edit forms with Zod validation and Server Action writes
• CSV import wizard with column mapping and duplicate detection
• Company list with full-text search and industry filtering
• Company detail with contacts, deals, and activity tabs
• Company create/edit forms with tag management

Deals & Pipeline (5 routes)

• Kanban pipeline board with @hello-pangea/dnd drag-and-drop and database persistence
• Deal detail with line items from deal_products, activity timeline, and stage management
• Deal create/edit forms with company/contact linking and tag management
• Pipeline settings with stage management (admin only)
• Revenue forecasting with monthly projections and quota attainment

Tasks & Productivity (4 routes)

• Task list with priority indicators, due date badges, and bulk actions
• Calendar view with monthly grid and color-coded event pills
• Activity log with filtering by user, type, date range, and CSV export
• Email template management with merge field support

Email (3 routes)

• Gmail-style inbox with folder tabs, reading pane, and CRM contact linking
• Email compose with contact autocomplete and template insertion
• Email sequence builder with email, wait, and condition steps

Reports (4 routes)

• Sales overview with revenue trend, won/lost comparison, and source breakdown
• Pipeline analytics with conversion funnel, stage distribution, and stalled deals
• Team performance with leaderboard, radar chart, and activity distribution
• Revenue breakdown by product, industry, deal size, and customer lifetime value

Settings (4 routes)

• General settings with company name, currency, date format, and timezone
• Team management with member roles, quotas, and invite functionality
• Integrations page (placeholder for third-party connections)
• Billing page (placeholder)

Authentication (5 routes)

• Email/password login and registration
• Google and GitHub OAuth via Supabase Auth
• Password reset with email verification
• OAuth callback and email confirmation handlers
• Automatic profile creation via database trigger

Utility (2 routes)

• Custom 404 page
• Onboarding wizard for first-time setup

Infrastructure

• 19 Supabase database tables with migrations
• Shared workspace RLS policies using is_team_member() and is_crm_admin()
• Database triggers: profile auto-creation, updated_at, deal stage activity logging, contact last_contacted
• Full-text search indexes (tsvector) on contacts and companies
• Supabase Storage bucket (crm-assets) for avatars and company logos
• Three Supabase client types (browser, server, admin)
• Next.js middleware protecting all dashboard routes
• 15 Server Action files covering all CRUD operations
• Seed data: 6 team members, 10 companies, 20 contacts, 2 pipelines, 16 deals, 12 tasks, 20 activities, 12 emails, 6 templates, 3 sequences, 10 notifications

Technical

• Next.js 16 with App Router
• React 19
• Tailwind CSS v4 with oklch tokens
• shadcn/ui components
• TypeScript throughout
• ESLint clean (zero errors, zero warnings)
• Production build clean (45 routes)
• WCAG AA accessibility
• Light and dark mode