CRM 1.1.0 — Dashboard, weekly review, WhatsApp

Sales CRM — Release Notes (What’s New)

New Features

Dashboard Ad filter — filter KPIs and activity by Meta ad name (website_attribution.adName), alongside campaign, date, ASE, manager (admin), and lead source.
Dashboard quality breakup — Contacted / Status totals show Warm / Hot / Cold / Not Set for the selected period and all-time; click a number to open matching leads.
ASE daily matrices — engagement and submission matrices by assigned ASE; click a day cell to open the pharmacy visit list.
Reports → Weekly review — ASE weekly performance pack (updated vs pending, Hot / Warm / Cold, quality feedback reasons, ASE working snapshot).
WhatsApp workspace (Workspace → WhatsApp, managers/admins) — Inbox for conversations and Bulk send to campaign leads (text plus optional image/PDF attachments).
WhatsApp templates on the lead ⋯ menu — open, save, and manage campaign message templates from leads / visits / plan.
Live Sales Person Name — visit and lead forms load options from all active Sales Reps and Sales Managers (not a hardcoded campaign-type list). New active users appear automatically.
Lead date chips — Dates column stacks created, next planned visit, callback, and latest visit; callback notes show on hover only.
Callbacks — schedule or clear a callback from visit forms or the lead ⋯ menu (date/time + optional note).
Visit drafts — autosave drafts that do not count toward dashboard/report visit totals until Record visit.
Meta Lead Ads ingest — Google Sheets → CRM with stage sync back; junk Facebook permission strings stripped from ad/campaign names.

Improvements

Edit lead restores and saves Stage (statusKey) with other lead fields.
Lead Source quick filter on the leads toolbar (Manual, Meta, WhatsApp, website forms, and related sources).
Journey plan — tablet-friendly calendar drag-and-drop; scheduled leads stay out of the unscheduled pool by default.
Lead actions — eye / ⋯ menu available on leads, visits, and plan surfaces.
Leads table Dates and actions columns tightened so full date/time chips fit without overlapping the eye/menu.

Bug Fixes

Empty visit fields no longer wipe existing lead data on save.
Dashboard ASE options load from the campaign manager’s team (including the manager where appropriate).
Number fields and pharmacy heading preserved correctly on visit flows.

Known Issues

Reports tabs PJP, New customers, and Outcomes remain disabled in the UI (labels reserved).
Results page (/dashboard/results) is still not in the sidebar.
Dashboard / Weekly review / WhatsApp screenshots were refreshed from production on 2026-08-19.

Notes for operators

Guides updated for this release: manager dashboard + reports, rep lead list / visits / journey plan, WhatsApp how-to, campaign-type Sales Person Name note.
Meta Sheets engineer setup: docs/integrations/meta-google-sheets (repo path).
Rebuild docs with npm run docs:build (included in production npm run build).