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Release Notes — Week of 2026-06-06

Spanning Mon 2026-06-01 → Sat 2026-06-06. 60 commits across ~14 areas. This release adds a complete workflow debugger and retry-from-step, gives Dashboards their own RBAC module with role-based sharing, reworks the booking flow (host picker + team fallback + submit actions), tiered approval rules, transfer-on-deactivate for users, plus a long list of fixes.

Migrations to apply

Four tenant migrations ship with this release. Run them on prod with:

npx ts-node apps/api/src/scripts/run-tenant-migrations.ts
MigrationAdds
077Task expiry marker + form recipient routing + account doc visibility rollup
078users.exclude_from_lead_assignment flag
079Workflow run debug columns (filter_evaluation, payload_in, config_snapshot, retried_from_step_id)
080Dashboards RBAC module + role-sharing tables

Workflows / Automation​

The deepest changes this week. The Workflow Builder doc was rewritten end-to-end with the full filter and action reference.

Debugging & retry

  • Filter evaluation tree on every run — see exactly which condition matched and which value was used.
  • payloadIn + configSnapshot captured per step so you can replay with the same state.
  • "Retry from here" retries a single step onwards using its captured payload; "Retry run" replays the whole run.
  • New run status completed_with_errors — individual step failures no longer abort the run. Downstream steps still execute and the run is flagged for review.

New triggers

  • Scheduled (cron) triggers — set a cron + timezone + entity scan filter; the sweeper fires the workflow once per matched row on every tick. Includes a [Validate Cron] endpoint, [Preview matches], [Run now], and three starter templates (Dormant Lead 20d, Dormant Account 90d, Stale Opp 30d).
  • task_expired — fires from the hourly task-expiry cron when a task's due date passes.

New actions

  • router — switch with N labelled paths; first match wins, with a default lane.
  • create_account, create_contact, convert_lead — close the loop on lead-to-CRM automations from forms / imports.

Action upgrades

  • assign_owner — skipIfOwnerSet guard, multi-team pool (teamIds[]), all_active pool mode, retain previous owner as a read-only record team member, leads pool drops users flagged exclude_from_lead_assignment.
  • create_task — new stage_owner assignee mode (resolves via record_stage_assignments → stage config → record owner); Google Calendar mirror; resolved-context error message on FK failures.
  • update_field — supports custom fields (JSONB), type-aware values, hardened SQL allowlist per module.
  • send_email — expanded to options: account_email, primary_contact_email, assigned_user_email, manager_email, trigger_user_email; sender provider override; rich-text body editor; template picker from the new Email Templates module.
  • send_notification — new to modes: manager, team, multiple_users, role, all_admins.
  • add_to_email_list — multi-provider support (lists tagged with their provider in the picker).
  • Trigger filter values — lookup-backed dropdowns; boolean custom fields render Yes/No.

Audit + change detection

  • previousValues now propagated from every entity service (leads / contacts / accounts / opportunities / tasks / projects), and the runner normalises camel + snake key forms. changed_to, changed_from, and any_change now reliably work everywhere.
  • Bug fix: lead_stage_changed wasn't firing when the stage was changed from the lead journey bar — fixed.

UX fixes

  • AddActionMenu portalled out of the canvas transform so it doesn't clip.
  • Branch lanes full-width, action chips inside Yes / No lanes are now readable.

Dashboards​

Dashboards now own their RBAC and sharing model — independent of Reports.

  • New RBAC module: dashboards with view, create, edit, delete, share_role, share_public. Migration 080 mirrors existing role permissions so behaviour stays the same until you tune it.
  • Role-based sharing — share a dashboard with one or more roles; each user gets a clone-on-first-view so they can tweak filters without affecting other members of the role.
  • Auto-seed — default dashboards are seeded for new users on create, on invite-accept, and lazily on first read.
  • ShareDashboardModal — two tabs (Roles / Public Link), each independently RBAC-gated.
  • Scope picker — was decorative; now actually filters, intersected with the user's record-access scope.
  • Per-widget date range — replaces the old hardcoded created_at. Each widget picks its own date column.
  • New builder controls — refreshInterval, reportType (table widgets), trendField, trendGranularity, rankBy, colorScheme, sliderStep, projectionMeasure, baseSeriesLabel, projectedSeriesLabel. Imports are now lossless.
  • Tab context menu — Set as default, Tab settings (date range / scope defaults + options).

See Dashboard Customization.

Users / RBAC​

  • Transfer owned records on deactivate / delete — atomic transaction that re-assigns leads, opportunities, contacts, accounts, tasks, projects, subscriptions, and booking forms before the user is removed. See Users Management.
  • exclude_from_lead_assignment flag on the user record — workflow assign_owner (any pool mode) drops these users from the lead pool. Useful for managers / finance who sit on team rosters but should never be routed leads.
  • Self-access — users can view and edit their own profile and availability without users:view.
  • Record-level scope for project_time_entries (edit / delete) — see Record Access.
  • Stage Owner runtime resolution — runtime stage-owner lookup now powers a new stage_owner assignee on workflow create_task. See Stage Ownership.

Bookings / Forms​

  • Host picker in booking forms with team fallback — when no specific members are chosen, the booking is offered to every active member of the team.
  • Submit actions now run on booking — the lead / contact / account is created via the same submit-action chain forms use, with the lead/contact owner defaulting to the booking host (a workflow assign_owner can still override).
  • Pick-a-slot vs auto-book mode + team round-robin.
  • Booking forms route to /book/ everywhere; team members auto-select.
  • Actions tab now exposed on meeting_booking forms.
  • E.164 phone validation with intl country picker.
  • Lookup field type for system-managed lists (industries, countries, etc.).
  • New submit action: add_to_email_list, plus sender control on send_email submit actions.
  • Forms tab on Opportunities + Leads detail pages.
  • "Filled by" submission badges so you can see at a glance which user / portal submitted each form.
  • Drafts and inactive forms are no longer hidden from entity pages.

See Form Builder, Scheduling Overview.

Leads / Lead Scoring / SLA​

  • Rule-based duplicate detection v2 with manager notification when a duplicate is detected during create / import.
  • Multi-select for in / not_in operators on dropdown fields.
  • older_than operator forces a days input (no more free-form date string).
  • Standard-field dropdowns now load industries and sources from the live config.
  • Scoring decay fix — older signals correctly weighted down.
  • SLA cursor fix — the working-hours iterator was getting stuck at the same time-of-day; resolved.

See Lead Settings, Lead Scoring & SLA.

Opportunities / Stages​

  • Stage name / colour / probability are now editable inline with an atomic auto-rebalance of dependent probabilities.
  • Won and Lost terminal stages are editable and accept field-config.
  • Stage change accepts stageFields alias, strips custom. prefix on persist, parses JSONB-as-string in the validator, and resolves custom.* keys correctly.
  • Documents tab SQL fix.

See Opportunity Settings.

Approvals​

  • Tiered approval rules with min / max discount range — different approvers for 5–10%, 10–25%, 25%+ discounts.
  • Generic match conditions per trigger event — same condition group syntax as workflows.
  • Dynamic attribute picker on conditions — the field list is pulled from the entity schema instead of a hardcoded list.

See Approval Rules.

Email / Templates / Marketing​

  • Email Templates admin module + template picker on notification and workflow send_email configs + rich-text body editor.
  • Multi-provider email-marketing lists — lists are tagged with their provider (MailerLite / Mailchimp) in the picker so admins can pick the right list when both are connected.
  • Custom SMTP test-email button — verify SMTP from the integration page without leaving the UI.
  • Sender-account from-address now visible in the picker.
  • send_notification was writing to a non-existent column; fixed.

See Notification Templates, Email Marketing, Email Setup.

Targets / Gamification​

  • KAM metrics wired into target compute + scoped triggers.
  • Duration dropdown instead of raw period count — pick "1 month", "1 quarter", etc.
  • Persistent role-scope templates with auto-expand on user lifecycle events (joiners / leavers / role changes).
  • Performance dashboard backend + EOD recap cron.

See Targets Setup, Gamification & Badges.

Customer Success​

  • Account tiers (Strategic / Enterprise / Growth / SMB, configurable).
  • QBR cadence config per tier.
  • Tunable churn signals with per-signal weights and thresholds.
  • Customer-success workflow templates for tier-based re-engagement.

See Customer Success Settings, Customer 360.

Lead Import​

  • Opt-in workflow triggers per import job — a checkbox on the import wizard decides whether imported rows fire lead_created workflows. Default: off, so a 5,000-row import doesn't fan out into 5,000 workflow runs by accident.

See Importing Leads.

Projects​

  • Custom fields end-to-end on projects.
  • Calendar tasks (CRM tasks linked to project tasks) shown on the project calendar.
  • Server-side time-entry edit / delete with new project_time_entries RBAC module.
  • getTemplates rows now camelCased so the isActive filter works.

Field Validation / Form Builder​

  • All four module registries (leads / opps / accounts / contacts) corrected.
  • Custom fields are now loaded into validation rules.
  • Field-validation persist now sends the full DTO with a better fallback message.
  • Drag-reorder for custom fields within a tab.

Infrastructure​

  • Tenants table schema fix.
  • workbox precache limit bumped to 10 MiB (the bundle had outgrown 5 MiB).
  • Missing Send icon import on the Custom SMTP test-email button — fixed.
  • Account documents rollup now respects visibility flags from the source modules.
  • Form recipient tracking persisted on submissions.