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Feat/final documentation#4

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KJ21-ENG merged 5 commits into
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feat/final-documentation
Feb 27, 2026
Merged

Feat/final documentation#4
KJ21-ENG merged 5 commits into
mainfrom
feat/final-documentation

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KJ21-ENG merged commit 7fbf75d into main Feb 27, 2026
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💡 Codex Review

Here are some automated review suggestions for this pull request.

Reviewed commit: 0e3981862c

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Comment on lines +53 to 56
JOIN `tabCRM Customer` referrer ON (
referrer.referral_code = l.referral_through
OR JSON_CONTAINS(referrer.accounts, JSON_OBJECT('client_id', l.referral_through))
)

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P1 Badge Keep unmatched referral codes in analytics query

Changing this join to an inner JOIN drops every lead whose referral_through value does not resolve to a CRM Customer, so referral metrics are now undercounted whenever there are historic/unknown/default codes. This also makes the fallback COALESCE(..., CONCAT('Referrer (...)')) path ineffective, and the same regression appears again in get_referral_source_table with the corresponding join.

Useful? React with 👍 / 👎.

Comment on lines 45 to 48
<div v-else-if="customersList.data" class="flex h-full items-center justify-center">
<div class="flex flex-col items-center gap-3 text-xl font-medium text-ink-gray-4">
<span>No Customers Found</span>
<Button v-if="canWriteCustomers" :label="'New Customer'" @click="showCreateDialog = true">
<template #prefix><FeatherIcon name="plus" class="h-4" /></template>
</Button>
</div>

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P1 Badge Restore customer creation action on Customers list

The Customers page no longer exposes any "New Customer" action in the list/empty-state UI, while the create dialog and submit logic remain in the script, leaving write-enabled users without a way to create customers from this screen. This is a workflow regression for teams that onboard customers from /customers.

Useful? React with 👍 / 👎.

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