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Kaleta 3.31

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@github-actions github-actions released this 09 Nov 07:45
· 279 commits to main since this release

Kaleta 3.31 adds a sales pipeline next to contacts, enquiries and tasks – stage 6 of the staged CRM.

Pipeline

  • Deals on a board and in a list, created by hand or from an enquiry, with boxes on the contact, company and enquiry pages.
  • Stages you set yourself (3 to 12, each open, won or lost). Every move is kept; a lost deal asks for a reason.
  • Comments, tasks, notifications and a responsible person on a deal (deal:<id>), also in My work and its Team tab.
  • A value is a number and a currency only. Reports and summaries show counts, never values; the bell and e-mails name a deal only by its number.

Privacy

  • An enquiry behind an open deal is kept while the deal is open and for the retention period after it closes.
  • A customer with an open deal is not anonymised.
  • Erasing or anonymising a customer leaves the deal without the person, and comments on their deals follow the rule of the customer's own comments. The personal data file lists comments and tasks under each deal.

For Claude

  • New non-essential MCP tools: list_deals, save_deal, move_deal, pipeline_summary. Task and comment tools accept deal:<id>.

Fixes

  • The Settings redirect for a moved field goes only to a same-origin http(s) path (code scanning #44).
  • The dummy bcrypt hashes in Core\Auth are no longer a single literal (code scanning #45).
  • A Fleet expiry reminder whose e-mail fails is retried by the mail queue; fleet_expiry reports how many are waiting.

Upgrade notes

  • Migration 0117 adds ka_deals and ka_deal_stage_history (KALETA_DB_VERSION 117).
  • No setting key, POST field, MCP tool, parameter or Czech alias renamed. MCP contracts only add to 3.30.0.