# Release Notes

## Version 1.0.0

Prepared CRM upgrade package for production review.

## Included

- Modern CRM/admin dashboard layout.
- Leads workspace with responsive lead table.
- Sales workspace with responsive sales table.
- Invoice and reminder workspaces with invoice search, status, date, currency, and gateway filters.
- Finance reporting and scoped exports.
- Multiple payment gateway management for invoice links.
- Site editor, plans, users, profile, SMTP settings, and reports.
- Private admin Notepad with autosave, archive, soft delete, pinned notes, and save-to-files marker.
- Microsoft 365 / Entra readiness panel that validates configuration status without exposing secrets.
- Microsoft OAuth connection flow with encrypted delegated token storage, Graph `/me` test, disconnect action, and audit logs.
- Mobile shell with off-canvas admin navigation.
- Theme-aware text contrast for light and dark modes.
- Accessible focus states and improved touch targets.
- Empty, loading, warning, success, and error state polish.
- `/api/health` deployment readiness endpoint.
- Release manifest generation.
- Release archive creation and archive validation.

## Removed From Current Upgrade Surface

- Ludo/game CRM module.
- Old one-off deployment ZIPs from release packaging.
- Local test files from release packaging.
- Historical import/reconciliation scripts from release packaging.

## Production Package

Create the package with:

```bash
npm run smoke:local
npm run release:package
```

The deployable archive is written to `releases/`.

## Required Post-Deploy Checks

- `/api/health` returns `ok: true` and `frontendReady: true`.
- Admin login works.
- Leads, Sales, Invoices, Reminders, Reports, Finance, Settings, Plans, and Users pages load.
- Lead Connections alias loads at `/admin/lead-connections`.
- Notepad loads at `/admin/notes` and autosaves a private note.
- Integrations page shows Microsoft readiness without showing client secrets.
- Existing CRM data is visible after migration/restoration.
- Report downloads follow the correct user permission scope.
- SMTP settings still send a test email.

## Deferred Integration Work

- Microsoft Teams user sync, calendar sync, Teams call records, live call popups, recordings, transcription, and AI summaries are not activated in this package. The current implementation activates OAuth connection and Graph profile testing only.
- Notepad `Save to Files` records the save action timestamp. A full file manager or external drive connector is a separate phase.

## Data Notes

- The deployable archive does not include local SQLite database files.
- Back up the live database before replacing code.
- Restore or migrate live CRM data separately from code deployment.
- Keep production environment secrets stable unless intentionally rotating them.
- Use `DATA_MIGRATION_GUIDE.md` for the live data migration checklist.