All notable changes to this project will be documented in this file.
The format is based on Keep a Changelog, and this project adheres to Semantic Versioning.
AI Enrichment & Data Scaling
- AI Lead Enrichment: Automatically finds company website, LinkedIn, logo, and industry using Brave Search and OpenAI.
- Enrichment State: Real-time "Enriching..." status in the UI with automatic polling.
- Enhanced Data: Support for website, LinkedIn profile, and company logo in Leads.
- Schema Migration: Automatic migration of existing Google Sheets to the new 17-column lead format.
- Leads Table: Updated UI to display company logos and quick links.
- Backend: Integrated
openaiandBackgroundTasksfor asynchronous data processing.
The "Paper" Release - Complete visual overhaul and open-source readiness.
- Styling: Major visual overhaul to "Paper" aesthetic (
bg-paper,color-ink). - Landing Page: New "Sheety in Action" demo section with transparent background.
- Branding: Rebranded from "SheetyCRM" to "Sheety".
- Navigation: Redesigned Sheet Indicator dropdown.
- Compliance: GDPR-compliant
Privacy PolicyandTerms of Service. - Documentation:
CONTRIBUTING.md,CODE_OF_CONDUCT.md,SETUP_GUIDE.mdupdate. - Search: "Search Everything" demo video.
Fixes & Optimizations
- CORS: Added
sheety.siteandsheety-crm.pages.devto allow-list. - Syntax: Fixed double closing brace in
Header.tsx. - Assets: Fixed broken video links in
README.md.
Asset Optimization
- Videos: Web-optimized demo videos (
_web.mp4) using H.264/CRF 23. - Icons: Flat SVG icons for "Retro-Futurist Office" theme.
- Favicon: Added
icon.svgapplication icon.
Digital Paper Theme & Edge
- Theme: Initial "Digital Paper" theme with
Outfittypography. - Google Picker:
react-google-drive-pickerintegration. - Runtime:
Edge Runtimesupport for Cloudflare Pages. - Auth: Migration to
next-authv5 (Beta 30).
- Performance: Backend session caching.
- Scripts: Enhanced
generate_dummy_data.py.
Reliability Patch
- Rate Limiting: Exponential backoff for Google Sheets API/gspread (429 errors).
- Auth: 401 interceptor and token refresh handling improvements.
Search & Templates
- Search: Global search API (
/api/search) and frontend component. - Workflow: Lead-to-Opportunity conversion flow.
- Templates: CSV download endpoint (
/api/sheets/template).
Security Hardening
- Auth: Enforced strict Bearer token authentication (no local fallback).
- Scopes: Restricted to
drive.fileandspreadsheets.
Multi-Sheet Support
- Onboarding:
/setuppage for sheet selection. - Backend:
/api/sheetsendpoint. - UI: Persistent sheet context in Sidebar.
Initial Release
- Basic CRM functionality (Leads, Opps, Activities).
- Kanban pipeline view.
- FastAPI backend + Next.js frontend.