Changelog — ClosersHQ — Real Estate CRM

M35 Duplicate Detect & Merge + Retargeting

Sep 2026

Duplicate report + side-by-side merge screen (pick survivor, reassign history), reachable via "Duplicates"
Auto-retargeting: a duplicate on any ingest path (manual / Facebook / CSV) keeps the original, increments retargeted_count, sets last_retargeted_at, writes an "Enquired again from [source]" note
Amber ↺×N badge + "Retargeted" quick-filter in the leads table
"Refer to Project" — admins cross-pitch a lead to another project in the org; copies the lead and logs a referral note on both

M32 Guided Onboarding & In-App Help

Sep 2026

Superadmin dashboard banner with setup-guide progress (links to org.onboarding, dismissible)
Staff dashboard getting-started strip with role-tailored steps (localStorage dismissible)
"What's New" dropdown in the nav for all roles
Deferred: interactive product tours, slide-over Help drawer, CMS knowledge base, public /guide, role-aware "get productive" tour, sample-data toggle

M30 Lead Form & Detail UX

Sep 2026

Campaign <select> from the project's campaigns table in admin + staff lead modals (was a free-text input)
Duplicate mobile hint on manual add — "Load existing lead"
source_meta panel on the lead showing unmapped Facebook form fields instead of dropping them
Deferred: compact inline-edit / floating-label detail redesign, bulk-edit + filter campaign dropdowns

M28 Pipeline Stages & Site Visits (absorbs M16)

Sep 2026

leads.stage enum: new / contacted / qualified / opportunity / visit / booked / lost — funnel position, distinct from interest (temperature)
site_visits table with its own lifecycle (proposed / confirmed / done / no_show / cancelled)
Kanban board — leads by stage, drag to move; toggle with the table
Calendar view (admin + staff) — scheduled visits + follow-ups
Delivers the old M16 (Calendar & Site Visit View) scope
Deferred: GPS check-in + OTP confirmation on a visit, opportunities table (budget / configuration / expected_close / value)

M27 Attribution & Source Intelligence

Sep 2026

MVP shipped: lead_source column on leads (manual / facebook / import / webhook), populated on every ingest path
Source filter on the leads table; source breakdown in the Source Analysis report
Deferred (M27-full): utm_* / gclid / fbclid columns, referrer + landing URL capture, 3-tier lead_sources master (main → source → sub), Attribution panel on lead detail (recs 6, 7)

M26 Structured Interaction Layer

Sep 2026

lead_activities table: lead_id, project_id, user_id, type (call/whatsapp/visit/note), outcome, notes
"Log Interaction" section in admin + staff lead modals replaces the plain-text note textarea — pick type, pick outcome, add notes
History feed on the lead shows typed activities + legacy comments merged, newest first
FOUNDATION for M18/M19/M20/M21 and the M28 visit flow
Deferred: follow_up_statuses / lead_reasons masters, lead_changes field-level audit, first-response SLA fields, call-disposition popup, comments backfill (recs 3, 5, 10)

M25 Billing Automation — Auto-Invoicing

Aug 2026

Invoice auto-created on every payment (one-time and recurring)
Invoice description: Plan Name + billing period (e.g. "For the period of 1 Aug to 31 Aug 2026")
Expiry date calculated from existing trial_ends_at if paying in advance (not from now())
period_from / period_to columns on invoices table for accurate period tracking
Recurring: period dates taken from Razorpay webhook current_start / current_end
Superadmin can view and print all their org invoices at /org/invoices
Invoice print view: branded PDF-ready layout with period dates in description

M24 Billing & Payment Gateway

Aug 2026

Razorpay integration — one-time orders + recurring subscriptions
Plan has razorpay_plan_id field; present = subscription, absent = one-time order
Superadmin subscription page: pay now cards, active subscription status, cancel button
HMAC signature verification for callback and webhook
Payment confirmation auto-updates org plan, plan_starts_at, trial_ends_at
Platform admin Razorpay settings page: mode toggle, payment history, subscriptions table
Webhook handler for subscription.activated / charged / halted / cancelled / completed
platform_settings DB table for Razorpay live/test mode toggle
Razorpay compliance pages: Refund, Cancellation, Delivery, Contact, Pricing

M23 Plan Upgrade / Downgrade (Self-Service)

Aug 2025

Superadmin requests plan change from Subscription page — select plan + optional reason
Only one pending request allowed at a time; cancel button available
Platform admin reviews all pending requests at Plan Changes page
Approve → org.plan_id updated immediately, plan limits enforced instantly
Reject → optional notes stored and sent to superadmin by email
Approval email to superadmin: plan name, price, "View Subscription" CTA
Rejection email to superadmin: reason/notes, support contact CTA
New request email to platform admin with org details and Review link
Plan change history shown on superadmin Subscription page (last 5)
Full history (last 50) in Platform Admin Plan Changes page
plan_warned_at reset on approval so expiry warning is not stale

M6 Facebook Lead Ads — Receive Leads

Aug 2025

Facebook Webhook verification (GET challenge response)
Receive lead payload from Meta Lead Ads forms
Per-project page / form mapping configuration
Field mapping: FB form field → LMS lead field
Auto-assign on receive (round-robin if active)
Token storage and refresh per org

M16 Calendar & Site Visit View — delivered via M28

Sep 2026

Superseded — scope delivered as part of M28 (Pipeline Stages & Site Visits)
The calendar sits on the real site_visits object + lead_activities rather than a standalone feature
Shipped: calendar view of scheduled visits + follow-ups (admin + staff)

M14 Superadmin Onboarding Flow

Aug 2026

Step-by-step wizard: org profile → project → team member → first lead → integration
Progress tracker with percentage bar shown until all steps completed
Auto-detection of each step completion from live DB state (no manual marking)
Email invite system: superadmin invites team members by email with a signed token link
Invite acceptance page: pre-filled email, name + password form, 7-day expiry
Onboarding checklist widget on projects page until dismissed
"Dismiss" button stores completion; wizard page accessible at /org/onboarding
org_invites table: tracks all pending/accepted invites per org
HTML invite email with branded template sent via org-level SMTP

M13 Public Landing Page + CMS

Aug 2025

Public marketing page: hero, trust strip, problem, how-it-works, features, roadmap strip, pricing, FAQ, CTA
Landing Page CMS in Platform Admin — edit all content without touching code
All sections (hero, pricing cards, FAQ, CTAs etc.) fully editable with add/remove rows
Defaults pre-seeded — page works out of the box; CMS overrides on save
SEO meta tags (title, description) editable via CMS; OG tags supported
Pricing cards managed via CMS (tier, price, features list, style, badge)
Feature pillar chips stored as comma-separated strings in CMS
Reset to Defaults button in Platform Admin
Sidebar link added: Landing Page under Platform Admin nav
Roadmap strip, final CTA, trust strip — all CMS-controlled

M12 Email / SMTP Configuration

Aug 2025

smtp_configs DB table (global scope + per-org override)
Platform admin SMTP settings page with provider quick-reference table
Per-org SMTP override in org settings (white-labelling)
Test email button — sends to platform admin email, stamps tested_at
MailService: dynamic mailer from DB config with .env fallback
Welcome email sent on org creation (HTML template)
Trial expiry warning email sent once when grace period begins
plan_warned_at column tracks whether warning email was sent
Email / SMTP sidebar link in Platform Admin

M11 Free Forever Plan + Lead Limits

Aug 2025

max_leads column on plans (0 = unlimited)
is_default flag on plans — auto-assigned to new organisations
FreePlanSeeder: Free plan seeded (20 leads, 2 users, 1 project, ₹0)
Lead creation blocked when org is at its plan lead limit
Organization model: leadCount() + isWithinLeadLimit() helpers
Subscription page: Leads / Users / Projects progress bars with "almost at limit" warning
"Free forever — no expiry" label for free plans
Plans index: Max Leads column + Default badge

M10 Platform Admin Improvements

Aug 2025

Platform admin view for all feature requests (update status inline)
plan_starts_at column on organizations (migration)
Invoice CRUD: create/edit/delete per org (auto-numbering INV-00001)
CheckPlanExpiry middleware: 3-day grace period banner, hard-block redirect
Expired plan page for superadmins (/plan-expired)
Platform sidebar: Feature Requests + Invoices nav links

M9 Lead Table Enhancements + Activity Log

Aug 2025

Per-page selector: 10 / 20 / 50 / 100 / 500 (session-persisted)
Interest filter uses org-defined groups (not hardcoded)
Bulk Edit modal: change interest, sub-status, campaign, follow-up date, assigned_to
Bulk Delete with confirmation
Org-wide activity log for superadmin (/org/activity)
Activity log nav link in superadmin dropdown

M8 Subscription & Feature Requests

May 2025

Subscription & Support page for superadmin
Current plan display with price and features
Usage progress bars (users / projects) colour-coded
Trial expiry date with humanised countdown
Feature request form: title, description, priority
Email notification to pratik@hotbubble.in on submission
Past requests list with priority + status badges

M7 User Security Guards

Apr 2025

Edit user profile (name, email, password optional)
Delete user with guards (cannot delete self or superadmin)
Org-level user list for superadmin
Project-level user list for admin
Activity log per project (admin → users)

M5 Webhook / Landing Page Integration

Mar 2025

Public endpoint: POST /webhook/{token} (CSRF-exempt)
Token authentication — each project has a unique token
Regenerate token from project edit modal
Mobile validation (min 7 digits after stripping non-numeric)
Deduplication by mobile + project (update if exists)
Stores source_meta JSON (IP, received_at, source field)
Auto-assign if round robin is active
Hostinger deployment fix (dynamic vendor path)

M4 CSV Lead Import

Mar 2025

Import modal in lead datatable (per project)
Columns: mobile, name, email, campaign, interest, status, follow_up_date
Case-insensitive headers, flexible column order
Deduplication by mobile + project (update existing)
Created / Updated / Skipped counts + per-row error list
Sample CSV download
Auto-assign on import if round robin is active

M3 Assignment Engine

Feb 2025

Org-level assignment mode: Manual or Round Robin
Per-project override (inherit / manual / round robin)
Round-robin pointer persisted on project row
Auto-assign on lead create (webhook, import, manual)
Settings page for superadmin to change org mode
Assignment column in project list shows effective mode

M2 Org Lead Status Management

Feb 2025

Org-scoped interest groups (Hot, Warm, Cold, etc.)
Sub-statuses per group (Initial Call, Site Visit, etc.)
Rename group / sub-status inline (AJAX)
Add new sub-status per group
Delete sub-status
Status dropdown in lead form uses org's own config
Interest auto-derived from selected optgroup

M1b Role-Based Access Control

Jan 2025

4-tier role hierarchy: platform_admin → superadmin → admin → staff
Route middleware guards per role
Gate policies: create_lead, delete_lead, assign_leads
Org-scoped and project-scoped user isolation
Superadmin cannot be deleted/demoted by self

M1 Core Lead Management

Jan 2025

Manual add / edit / delete leads (project-scoped)
Bulk assign leads to staff member
Unassigned leads quick-filter
Interest + campaign + assignment filters
Staff view — sees only their own leads
Lead ID auto-generation (L00001…)
Inline comment / note on each lead

Ops Platform Admin Error Log Viewer

Aug 2025

error_logs DB table: captures all unhandled exceptions automatically
Stores: exception class, message, file:line, stack trace, request URL + method, user + org ID
Skips noise: 404s, auth redirects, validation errors
Platform Admin → Error Logs: searchable/filterable list view
Detail view with full stack trace (dark monospace box)
Per-entry delete + Clear All action
Sidebar link with red tint for high visibility

Brand ClosersHQ Rebrand + Landing Page

Aug 2025

Product renamed from LakshBhed LMS → ClosersHQ
New domain: closershq.in
Full landing page: hero, trust strip, problem, how-it-works, features, pricing, FAQ, CTA
Brand: Montserrat ExtraBold headings, Open Sans body, #0a1128 navy + #0EA472 teal-green
Dark/light mode with CSS design tokens throughout
Responsive layout (collapses at 860px)
Animated product mockup in hero section
ClosersHQ logo served as PNG via asset helper with Blade fallback

Infra CI/CD Auto-Deploy Pipeline

Aug 2025

GitHub Actions workflow: push to main → auto-deploy to Hostinger
SSH key-based authentication (passphrase-less for automation)
Maintenance mode (artisan down/up) wraps every deploy
Auto-runs: composer install, migrate, config/route/view cache
Public assets synced to public_html on every deploy
Node.js 24-compatible action versions (no deprecation warnings)