Release Notes & Changelog

ElevateCRM — what shipped, newest first. Generated from the source history.

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Release notes — highlights

The notable changes, grouped by theme.

June 2026

Sales Workflow Build major

Full implementation of the Sales Workflow & Build Specification. Verified by 74 backend tests + automated browser checks on the live app.

  • Typeahead lookups everywhere — Account/Contact associations are search-and-select against existing records, never free text. Duplicate detection on email + phone (Contacts/Leads) and name + domain (Accounts).
  • SDR/AE boundary — SDRs source, qualify, and convert; only AEs (and management) own, advance, demo, or close. Conversions route to an AE.
  • Server-side stage gates — SPICED is a hard gate before Deep Dive; no single-threaded deal reaches demo (≥2 Contact Roles); backward moves require a reason. Non-critical gates warn (soft) by default, flippable to all-hard.
  • Polymorphic activity logging — log calls/emails/meetings/notes/social against any record, with inline follow-up tasks + reminders, and account-level rollups.
  • Per-role KPI funnel — each role gets its own funnel + operating question; weighted forecast with the 3× coverage rule.
  • Lead intake — manual / CSV / inbound form / Apollo push, with qualification gates.
  • Under the hood: canonical RBAC module, 7-stage Elev8 funnel provisioner, legacy Mongo-era code removed.
June 2026

Affiliate attribution

  • Closed the referral → commission attribution loop, with a regression test guarding it.
June 2026

Frylow Discovery Deck → CRM

  • Discovery deck + ROI calculator that dedups on email/domain and attaches ROI to the matching deal (creates a lead only on no-match).
  • One-click ROI calculator from any deal/lead for non-technical reps.
  • In-app editable landing page with the embedded calculator + durable, Postgres-backed image upload.
June 2026

Platform reliability

  • Decoupled SQL echo from APP_ENV and derived APP_ENV from the environment in infrastructure — fixes prod slowness from env drift.
May 2026

Lead conversion & ecosystem fabric

  • Linked lead-conversion workflow (create-or-link Account + Contact, optional opportunity).
  • Nexus lead mapping on proposal acceptance; safer proposal emits (no emits without a lead mapping).
May 2026

Client portal, Nexus intake & integrations

  • Client portal + Azure deployment defaults.
  • Nexus inbound webhook; read-only Labyrinth integration service account.
  • Lead/deal UX: explicit contact selection, account + contact when creating a deal from a lead, standardized lead form, lower pipeline/lead latency.
May 2026

Email, auth & data import

  • Azure Communication Services as an email provider; show/hide password on the auth page.
  • Frylow pipeline consolidation plan + sales playbook.
  • HubSpot import: phase-based, batched writes, transient-read retries.

Full changelog

Chronological, from the commit history (newest first).

2026-06-11fixClose the referral → commission attribution loop (+ regression test)
2026-06-11docsDocs & Manuals site + hosted walkthrough video; GitHub QA doc slimmed to a pointer
2026-06-10featInline activity logging on the deal (Activity tab)
2026-06-10featSoft-gate mode for stage progression (hard on SPICED/closes, soft elsewhere)
2026-06-10featLink a contact to an existing Account via typeahead (link-not-create)
2026-06-10featTypeahead lookup comboboxes for deal Account/Contact
2026-06-10featApollo ingest, 7-stage funnel, phone dedup, 3× coverage
2026-06-10featPolymorphic activity logging + task reminders
2026-06-10featSDR/AE boundary, multi-thread + backward + qualify gates
2026-06-09featPer-role KPI funnel on the dashboard
2026-06-09refactorCentralize role checks into one canonical RBAC module
2026-06-09choreDelete dead Mongo-era legacy tree
2026-06-08featFrylow: discovery deck + ROI calculator with CRM dedup/attach
2026-06-08featFrylow: in-app editable landing page + one-click ROI for non-tech reps
2026-06-08featLanding pages: durable, public image upload (Postgres-backed)
2026-06-08fixLanding pages: AI chat edits never drop the embedded calculator/images
2026-06-05fixDecouple SQL echo from APP_ENV; derive APP_ENV from environment in bicep
2026-06-02docsQA demo handoff + illustrated user guide (with PDF)
2026-05-31fixFabric: avoid Nexus proposal emits without lead mapping
2026-05-30featLinked lead conversion workflow; Nexus lead mapping on proposal acceptance
2026-05-27featClient portal + Azure deployment defaults; read-only Labyrinth integration service account
2026-05-22featNexus inbound webhook; account+contact on deal-from-lead; standardized lead form; latency fixes
2026-05-18featAzure Communication Services email provider; password show/hide on auth
2026-05-14featFrylow pipeline consolidation plan + CRM sales playbook
2026-05-11featHubSpot Frylow import: phase-based, batched writes, transient-read retries

Older history (platform foundation, Dec 2025 – May 2026) is in the repository.