QRun-IO/qbit-crm
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Author SHA1 Message Date
james.maesandCodex d2c2f8a9b8 ci: centralize QBit source scanning 
Co-Authored-By: Codex <noreply@openai.com>
 2026-10-21 10:20:46 -05:00
james.maesandCodex e422092fd4 ci: adopt central orb 0.7.12 and stable gates (#28) 
Co-authored-by: Codex <noreply@openai.com>
 2026-10-21 08:53:07 -05:00
james.maesandCodex 70f841c256 ci: centralize rc release completion in qqq orb (#27) 
Co-authored-by: Codex <noreply@openai.com>
 2026-10-21 02:25:01 -05:00
james.maesandCodex 730bb68428 ci: adopt shared orb 0.7.11 (#26) 
Co-authored-by: Codex <noreply@openai.com>
 2026-10-21 00:56:34 -05:00
james.maes 62c393374d Merge pull request #25 from QRun-IO/feature/central-ci 
ci: adopt shared QQQ orb standard
 2026-10-20 19:20:28 -05:00
james.maesandCodex c380dce8b6 ci: adopt verified central QQQ orb 0.7.3 
Co-Authored-By: Codex <noreply@openai.com>
 2026-10-20 19:02:42 -05:00
james.maes a8e9a34b51 Merge pull request #22 from QRun-IO/feature/crm-setup-admin-only 
fix(crm): Setup card only for settings holders while setup is incomplete
 2026-10-16 10:19:22 -05:00
james.maesandClaude Sonnet 5.5 26b8847b46 fix(crm): show the Setup card only to CRM settings holders while setup is incomplete 
The crm_setup widget was the 2nd widget on the CRM home, rendered to every
CRM user even when complete ("Nothing to do"), and carried a provider row
(Email delivery: sends through the email qbit). That is system/config content
on a business home.

- crm_setup now requires crm.manage (the permission guarding the CRM Settings
  tables) via widget rules, plus CrmSetupVisibility, a request-time custom
  permission checker (same mechanism as crm_goals) that denies once no
  business step is missing. Denied widgets are omitted (DenyBehavior.HIDDEN)
  from metadata and render.
- Removed the Email delivery row; the checklist is business setup only.
- Help text updated.

Co-Authored-By: Claude Sonnet 5.5 <noreply@anthropic.com>
 2026-10-16 09:10:51 -05:00
james.maes 820474805d Merge pull request #21 from QRun-IO/ci/release-rc-secrets-inherit 
ci(release-rc): pass secrets so the shared workflow can sign the RC tag
 2026-10-16 08:03:28 -05:00
james.maesandClaude Opus 5.5 5157f81208 ci(release-rc): pass secrets to the shared workflow so it can sign the RC tag 
QRun-IO/.github#2 adds a tag-and-release job that signs vX with the
QRUN_TAG_SIGNING_KEY secret after Maven Central confirms the artifact.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
 2026-10-15 16:22:11 -05:00
james.maes c6031c26ed Merge pull request #20 from QRun-IO/fix/producer-version-from-build 
fix: qbit metadata version comes from the build
 2026-10-15 01:42:56 -05:00
james.maesandClaude Opus 5.5 08e880af2e fix: the qbit metadata version comes from the build, not a hardcoded constant 
The producer read a literal version, so released artifacts reported a stale
or -SNAPSHOT version. qbit-crm.properties (version=${project.version}) is
Maven-filtered and the producer loads it; tests assert producer == bundle ==
artifact version.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
 2026-10-15 01:22:58 -05:00
james.maes e3f20d357e Merge pull request #18 from QRun-IO/fix/help-bundle-version 
fix(help): help bundle version comes from the build, not a hardcoded SNAPSHOT
 2026-10-14 22:37:20 -05:00
james.maesandClaude Opus 5.5 4710ed38b3 fix(help): the help bundle carries the artifact version (Maven-filtered) instead of a hardcoded SNAPSHOT 
On release branches the bundle's version and the producer's differed, so the
bundle test that asserts they match failed, and released bundles recorded
SNAPSHOT as their provenance. help/*.yaml is now filtered:
version: ${project.version}.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
 2026-10-14 22:05:02 -05:00
james.maes 0ebbeefa08 Merge pull request #17 from QRun-IO/feature/help-bundle 
feat(help): qbit-crm help bundle via QQQ help bundles, with coverage gate
 2026-10-14 20:45:30 -05:00
james.maesandClaude Opus 5.5 c5383718a3 feat(help): ship the qbit-crm help bundle through QQQ help bundles, with coverage gate 
Host-neutral help (deployment-specific facts removed), registered with
HelpBundles, gated by HelpBundleAssertions. QQQ 4.1.0-RC.7.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
 2026-10-14 20:27:08 -05:00
james.maes a025eeee2f Merge pull request #16 from QRun-IO/feature/health-system-session 
fix(health): run context-less health checks as the system user
 2026-10-14 18:27:16 -05:00
james.maesandClaude Opus 5.5 80bf85a158 fix(health): run context-less health checks as the system user 
CrmHealthChecks.indicators() captured a plain tokenless new QSession()
when registered without a caller session (host startup). Token-based
authentication modules (OAuth2, Auth0) reject any tokenless session other
than QSystemUserSession, so on such hosts every CRM check failed session
validation and reported UNKNOWN.

With no caller session, each check now runs as core
QSystemUserSession(instance), created at check time, the same pattern as
qbit-backups#24. A supplied monitoring session is still used unchanged.
The checks return only UP/DEGRADED, never values.

contextlessIndicatorsRunOnTokenRequiredHost uses a test authentication
module that rejects tokenless sessions; it fails without this fix.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
 2026-10-14 18:24:59 -05:00
james.maes 24707575fc Merge pull request #15 from QRun-IO/feature/tables-populated-defaults 
Populate and explain every CRM table
 2026-10-14 17:10:40 -05:00
james.maesandClaude Opus 5.5 d6900e3842 test: commit host rows before the Liquibase rollback in the rollback test 
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
 2026-10-14 17:07:40 -05:00
james.maesandClaude Opus 5.5 dc4ad764f3 fix(defaults): empty rollbacks, fresh-install guards, ordering docs, behavior test 
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
 2026-10-14 17:05:08 -05:00
james.maesandClaude Opus 5.5 4b4b33127e feat: populate and explain every CRM table (defaults changelog, setup card, help, currency date) 
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
 2026-10-14 16:51:18 -05:00
james.maes c8d765a135 Merge pull request #14 from QRun-IO/feature/ui-polish 
fix(ui): labels, money formatting, contact layout and home polish
 2026-10-14 15:42:34 -05:00
james.maesandClaude Opus 5.5 2babcaf3b4 fix(ui): plain table and field labels, contact layout, 4-column child lists, nullable names and owners, close dates on closed-stage inserts 
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
 2026-10-14 15:39:27 -05:00
james.maesandClaude Opus 5.5 31964ff0e0 fix(home): grouped currency amounts, Stage/Deals/Weighted columns, compact Today statistics, readable timeline dates 
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
 2026-10-14 15:39:26 -05:00
james.maes 50acf63211 Merge pull request #13 from QRun-IO/feature/pii-tenancy-api 
feat: PII, tenancy, search/API, help bundle, health, full GDPR erase, bulk-load profiles
 2026-10-14 15:00:14 -05:00
james.maesandClaude Opus 5.5 1f994e127b fix(schema): 320-char emails, 500-char UTM fields; cap lead source names from UTM at 100 
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
 2026-10-14 14:57:36 -05:00
james.maesandClaude Opus 5.5 212c7aaa77 fix(home): let Next size home table columns (no fixed widths) 
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
 2026-10-14 14:57:35 -05:00
james.maesandClaude Opus 5.5 40a93c3286 fix(app): produce a plain QAppMetaData so hosts can attach it as a child app 
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
 2026-10-14 14:57:35 -05:00
james.maesandClaude Opus 5.5 da0ba96966 feat: PII classification, optional tenancy locks, search fields and API publication 
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
 2026-10-14 14:54:55 -05:00
james.maesandClaude Opus 5.5 b7b146259f feat: contingent primary contact and server-side stage and outcome validation 
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
 2026-10-14 14:54:54 -05:00
james.maesandClaude Opus 5.5 7ee43485c3 feat(privacy): Erase Personal Data covers every CRM table and core audit copies 
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
 2026-10-14 14:54:54 -05:00
james.maesandClaude Opus 5.5 019d93a5d7 feat: CRM health checks (stand-in qqq#1199) and bulk-load starter profiles 
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
 2026-10-14 14:54:53 -05:00
james.maesandClaude Opus 5.5 99102d3175 feat(help): qbit-crm help bundle with stand-in loader (qqq#1198) 
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
 2026-10-14 14:54:52 -05:00
james.maes 90cdaaa88d Merge pull request #12 from QRun-IO/feature/platform-reuse 
feat: real email and sequences, delivery sync, schedules, notifications, collaboration features
 2026-10-14 13:34:57 -05:00
james.maes 424f6ea379 Merge remote-tracking branch 'origin/develop' into feature/platform-reuse 2026-10-14 13:32:17 -05:00
james.maesandClaude Opus 5.5 8d9dfb9172 feat: schedules, collaboration record features and alert types 
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
 2026-10-14 13:31:24 -05:00
james.maesandClaude Opus 5.5 e1fb2c0deb feat(deals): won and rotting notifications through QAlerts 
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
 2026-10-14 13:31:24 -05:00
james.maesandClaude Opus 5.5 68220ec915 feat(scoring): date-decay operators, incremental recalculation and auto-assign on insert 
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
 2026-10-14 13:31:23 -05:00
james.maesandClaude Opus 5.5 666cec834e feat(email): Send Email and sequence steps send through CrmEmailTransport; delivery sync and consent expiry 
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
 2026-10-14 13:31:22 -05:00
james.maes 4b1d272ac5 Merge pull request #11 from QRun-IO/feature/record-actions 
feat(actions): CRM record actions on the standard streamed ETL
 2026-10-14 13:06:13 -05:00
james.maes 06d41fb3f7 Merge remote-tracking branch 'origin/develop' into feature/record-actions 
# Conflicts:
#	src/main/java/com/kingsrook/qbits/crm/scoring/processes/AutoAssignProcess.java
 2026-10-14 13:03:32 -05:00
james.maesandClaude Opus 5.5 a93365a7b7 refactor: retire reminder, overdue, import, track and old bulk processes; page background jobs 
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
 2026-10-14 13:00:39 -05:00
james.maesandClaude Opus 5.5 15a2549b59 feat(actions): CRM record actions on the standard streamed ETL with review and result summaries 
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
 2026-10-14 13:00:38 -05:00
james.maes 831bc59743 Merge pull request #10 from QRun-IO/feature/app-home 
feat(app): CRM app, real home dashboard and child lists
 2026-10-14 12:52:45 -05:00
james.maes 7a9a38afe4 Merge remote-tracking branch 'origin/develop' into feature/app-home 
# Conflicts:
#	src/main/java/com/kingsrook/qbits/crm/CrmQBitConfig.java
#	src/main/java/com/kingsrook/qbits/crm/CrmQBitProducer.java
#	src/test/java/com/kingsrook/qbits/crm/CrmRdbmsTest.java
 2026-10-14 12:50:29 -05:00
james.maes 45df8cd380 Merge pull request #9 from QRun-IO/feature/intake-api 
feat(api): CRM intake and marketing contracts, double opt-in, signed hooks
 2026-10-14 12:48:48 -05:00
james.maes 43c6fe83b1 Merge remote-tracking branch 'origin/develop' into feature/app-home 2026-10-14 12:46:04 -05:00
james.maes 0da0edfc6c Merge remote-tracking branch 'origin/develop' into feature/intake-api 2026-10-14 12:46:00 -05:00
james.maesandClaude Opus 5.5 b8dc4041a7 fix(api): trusted intake writes, per-list eligibility, enum ids, re-subscribe, auto-assign new leads 
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
 2026-10-14 12:45:38 -05:00