Allow dueAt/description patches for collaborators when editPolicy is creator-only, and show the no-edit warning only when they try to change locked fields—not as a permanent banner.
Co-authored-by: Cursor <cursoragent@cursor.com>
Reset hung move queues, defer drag visuals past dragstart, and prefer card drop identity so HTML5 DnD no longer dies mid-drag.
Co-authored-by: Cursor <cursoragent@cursor.com>
Add editPolicy (default creator-only), enforce it in the API, surface clear permission messages, and drop the redundant edit menu now that detail is editable.
Co-authored-by: Cursor <cursoragent@cursor.com>
Show related activities on deal detail, prefill dealId on activity create, and add a side-panel quick create from pipeline cards.
Co-authored-by: Cursor <cursoragent@cursor.com>
Return to the filtered desk after marking an activity done, widen the detail title, and stop a stuck column-drag id from blocking card moves.
Co-authored-by: Cursor <cursoragent@cursor.com>
Let people change activity fields and their own notes with photos from the detail page, open full detail from the card title, and toggle the side peek with a chevron.
Co-authored-by: Cursor <cursoragent@cursor.com>
Let people read notes, postpone, and mark an activity done beside the card instead of opening the full page.
Co-authored-by: Cursor <cursoragent@cursor.com>
Section access now only creates a record for yourself. Assigning it to a colleague requires a separate permission on that section.
Co-authored-by: Cursor <cursoragent@cursor.com>
Saturday is the start of the work week, so the sheet can defer a task to next Saturday morning or the same time one week later.
Co-authored-by: Cursor <cursoragent@cursor.com>
- Table: separate assignee and customer columns; search by assignee and activity type
- ActivityTypeDef model with per-type field definitions (text, select, checklist, participants, ...)
- Default types incl. meeting subject/participants and task checklist; admins manage types
- Participants see activities in their lists and get notified
Co-authored-by: Cursor <cursoragent@cursor.com>
Ship assistant answers, contact moods, voice dictation, and the related CRM UI so these can be deployed to production.
Co-authored-by: Cursor <cursoragent@cursor.com>
MahdiandCursor