v5.0.0 — Notes, Pipeline and UI improvements

What's new in v5.0.0

Block 1 — Data model improvements

• Activities now have a type field (call, email, meeting, demo, proposal)
• Activities can be associated to a specific contact
• Clients now have a status field (lead, active, inactive, lost) with badge and filter

Block 2 — New features

• Client detail page shows activity stats (total, completed, pending, last activity)
• CSV export available for clients, activities and contacts
• Bell icon in topbar shows upcoming activities (next 3 days), clears per activity

Block 3 — Notes and Pipeline

• Notes with optional polymorphic association to clients, contacts or activities
• Global notes page with side panel for create and edit
• Notes section integrated in client, contact and activity detail/edit pages
• Pipeline kanban view with four columns (lead, active, inactive, lost)
• Clients can be moved between pipeline columns with instant optimistic updates

UI fixes and improvements

• Client pagination increased to 8 per page
• Status filter replaced with custom dropdown component
• Notes resource selector uses name-based dropdowns instead of manual ID input
• Bell badge clears per activity using localStorage
• Profile page fully redesigned with unified card layout
• ResourceNotes integrated in ClientEditPage
• Pipeline title deduplicated
• Error messages now show real backend response