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feat(crm): add connected B2B and B2C customer workspace - #39

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VelvetAbyss merged 1 commit into
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codex/crm-release-20261028
Oct 28, 2026
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VelvetAbyss merged 1 commit into
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codex/crm-release-20261028

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Adds an installable Customer workspace in Labs for company and individual relationships. Users can capture a conversation and schedule the next shared Task in one action, track opportunities by stage and currency, and open linked Notes, Calendar, Focus and customer search results.

The themed workspace includes Today, Customers and Pipeline views, customer avatars and stage colors, independent list/detail scrolling, and a collapsible header. CSV import validates the whole file before saving; duplicates are skipped, archive/uninstall preserves records, and customer contact preferences are respected.

CRM customers, deals and activities use the existing account-scoped sync and backup pipeline. The V48→V49 migration adds three tables while preserving existing Tasks, trash, symbolic Labs records, installations and pending changes. Nested task writes now defer projections, sync handoff and UI notifications until the outer transaction commits, preventing partial/early notifications during CRM follow-up saves.

Validation:

  • Web: 222 test files, 1,215 passing tests (4 pre-existing skips).
  • API: 116 tests, including CRM push/pull and account isolation.
  • Core/contracts/Obsidian plugin: 66 tests passed.
  • Full lint, TypeScript, production build, public-site/discovery checks passed.
  • Production-build browser smoke passed.
  • Four authenticated data-safety browser tests passed, including two-browser CRM customer/deal/activity/task sync, task completion propagation and independent pane wheel scrolling.
  • Read-only release integration/data reviews passed. README lists the new module.

The authenticated browser tests use a local test API; production account sessions will not be modified during the public deployment health check.

@vercel

vercel Bot commented Oct 28, 2026 •

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Project Deployment Actions Updated
focus-go Ready Ready Preview Oct 28, 2026 6:53am UTC

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chatgpt-codex-connector Bot commented Oct 28, 2026 •

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Codex Review Summary

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Review Status Commit Review trigger
📝 Code Review ✅ Completed 2026-10-28T06:54:12.605352Z 1e90761 PR opened
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@VelvetAbyss
VelvetAbyss merged commit 01cf464 into main Oct 28, 2026
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This branch was successfully deployed

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Preview — 1e907619 Deployed Oct 28, 2026 by vercel[bot]
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