v0.3.0 - Contracts, Projects, SEO Launch & Demo Mode

What's New

Contracts & Proposals (New Module)

• Full contracts module with CRUD, templates, and e-signatures
• Client signing flow with PDF generation
• Contract templates for reusable proposals
• Audit trail for contract activity

Enhanced Invoicing

• Hourly and fixed invoice types
• Import tracked time directly into invoices
• Payment proof upload and status workflows
• Line items with proper tax calculation

Projects Overhaul

• Complete GigBase-parity project detail page
• Tasks, milestones, deliverables with revision flow
• Kanban board at project level with drag-and-drop
• Time tracking tab, files tab, links and embeds
• Client approve/revision flow for deliverables
• Video preview and markup overlay for deliverables

Demo Mode (Production-Ready)

• One-click demo login - no signup required
• Full mock data system for all 9 modules
• Works across all pages: Dashboard, Leads, Projects, Invoices, Contracts, Meetings, Messages, Time Tracker, Settings
• Client demo mode with portal preview
• Spreadsheet demo data with pre-loaded sheets

Client Portal

• Client CRM with invite/accept flow and route guards
• Dashboard widgets: My Projects, Invoices, Contracts, Meetings, Messages
• Portal settings with welcome cards and onboarding checklists
• Client-side messaging with workspace contacts

Spreadsheets (UniverJS)

• Embedded spreadsheet tab in leads module using Univer.ai
• CSV import/export with data validation
• Analytics panel with curated chart cards
• Multiple spreadsheets per workspace

Meetings & Calendar

• Full meeting scheduling system with types and booking pages
• Public /schedule/[slug] booking URLs
• Google Meet creation and calendar sync
• Booking questions, conflict detection, confirmation redirects
• Calendar view with month/week/day layouts

Messages & Notifications

• Team messaging with real-time conversations
• Read receipts and reply threading
• Voice notes with recording and waveform visualization
• In-app notification center with bell icon
• Private conversations and group chats
• Read receipts workspaceId filter and sidebar badges

Analytics & Reporting

• Card-driven analytics dashboard with add/remove/reorder
• KPI cards, time-series charts, pipeline/revenue/source distributions
• Conversion funnel, industry breakdown
• Custom field charts
• PDF export

Spyglass-Level Security & Performance

• Full OWASP Top 10 audit with all CRITICAL/HIGH/MEDIUM fixes applied
• Rate limiting on public endpoints (meeting booking, email tracking)
• CSRF protection on API routes
• Firebase ID token verification on all API routes
• Role-based access control with 4 tiers (Owner/Admin/Member/Viewer)
• Server-only guards on Admin SDK files
• Firestore rules tightened with workspace isolation
• Sentry error monitoring with source maps
• Microsoft Clarity analytics
• Lazy-loaded Admin SDK (fixes CI/Vercel build)
• Bundle optimization and render performance improvements

Firebase Infrastructure

• Admin SDK integration for server-side operations
• Comprehensive Firestore indexes for all query patterns
• Automated Firestore deploy via GitHub Actions
• Composite indexes for complex queries

SEO & Public Presence (Fortune 500 Launch)

• 14 SEO landing pages: 6 feature pages, 4 comparisons, 2 docs, blog
• Structured data on all pages (SoftwareApplication, Organization, FAQPage, Article, BreadcrumbList)
• OG/Twitter tags with proper images
• Canonical URLs, sitemap (18 URLs), robots.txt
• 3 published blog posts with Article schema
• Fortune 500-grade OG image (no emojis, no buzzwords)
• Title templates and keyword-optimized metadata
• Google Analytics 4 integration

Developer Experience

• ESLint flat config migration (Next.js 16 compatible)
• Vitest testing setup with sample tests
• TypeScript 5.8 strict mode throughout
• Comprehensive .env.example with documentation
• CI pipeline: lint, typecheck, build all passing
• Fortune 500-grade README with 16 demo screenshots

Upgrades

• Next.js 16.2.7 (security patch)
• React 19
• Tailwind CSS 4
• TypeScript 5.8
• Zustand 5, TanStack Query 5, TanStack Table 8
• Recharts 2, @dnd-kit, React Hook Form 7 + Zod 3

v0.2.0 — Complete UI/UX Redesign

LeadFlow CRM v0.2.0

Design System Overhaul

• HubSpot-inspired warm palette: Orange primary, semantic status colors, generous border radius
• Visual hierarchy: Card backgrounds distinct from page, proper shadows, consistent borders
• Typography: Clear hierarchy with tracking-tight headings, proper font weights

Skeleton Loading (Replaces All Spinners)

• Table skeleton with matching column widths
• Card skeleton for KPI metrics
• Chart skeleton for analytics containers
• List skeleton for lead rows
• Page-level skeleton for initial load states

New Shared Components

• PageHeader: Consistent page titles with description and action buttons
• StatCard: KPI cards with gradient accents and icon support
• StatusBadge: Semantic lead status badges with distinct colors
• EmptyState: Reusable empty state with icon, message, and CTA

Page Redesigns

• Auth: Split layout with branded left panel, feature list, clean forms
• Dashboard: StatCard KPIs, proper empty states, Add Lead CTA
• Leads: StatusBadge, skeleton table, EmptyState for no results
• Pipeline: Refined Kanban cards, better spacing, hover states
• Analytics: Styled chart tooltips, cleaner axis labels, skeleton loading
• Time Tracker: Refined timer card, skeleton loading, empty state
• Lead Detail: Skeleton loading, InfoItem pattern for contact info

Bug Fixes

• Sonner Toaster: Was rendering null — all toasts now work
• Auth forms: Proper onSubmit handlers — Enter key works
• Toast imports: Unified to @/components/ui/sonner

Verified

• Build passes clean (TypeScript, ESLint, Next.js)
• All pages render correctly
• No spinner components remaining

v0.1.1 — Permission & Index Fixes

LeadFlow CRM v0.1.1

Fixed

• Firestore Permissions — Resolved circular dependency in security rules
• Composite Indexes — Added required indexes for all collections
• Navigation — Fixed sidebar links to use correct route paths
• Auth Flow — Fixed form submission and navigation after login/register
• Workspace Isolation — Each user gets their own workspace on registration

Security

• No secrets or credentials exposed in public repo
• .env.local properly gitignored
• Firestore rules enforce workspace-level data isolation
• Users can only access their own workspace data

Verified

• Registration → Dashboard navigation works
• Lead creation with Firestore permissions works
• All pages load without permission errors

v0.1.0 — MVP Release

LeadFlow CRM v0.1.0 — MVP

First public release of LeadFlow, an open-source CRM & Time Tracker.

Features

• Authentication — Email/Password + Google Sign-In
• Lead Management — Full CRUD with list view, search, filter, bulk actions
• Kanban Pipeline — Drag-and-drop board with 7 stages
• Time Tracking — Timer, manual entries, billable tracking
• Analytics — 4 KPI cards + 4 chart types (line, donut, bar, pie)
• Dashboard — Real-time lead stats from Firestore
• Dark Mode — Full light/dark theme support
• Responsive — Works on desktop, tablet, mobile

Tech Stack

• Next.js 15.5 + React 19 + TypeScript 5
• Tailwind CSS 4 + shadcn/ui
• Firebase (Auth, Firestore)
• Zustand, Recharts, @dnd-kit

Getting Started

git clone https://github.com/Tabish5858/leadflow-crm.git
cd leadflow-crm
npm install
cp .env.example .env.local  # Add your Firebase credentials
npm run dev