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Changelog

All notable changes to Masaar CRM will be documented in this file.

The format is based on Keep a Changelog, and this project adheres to Semantic Versioning.

[v0.1.0] - 2026-03-13

Added

  • WhatsApp Receiver — Receive and read incoming WhatsApp messages via Meta webhook
  • Sales Pipeline — Single Kanban board with drag-drop stage management (dnd-kit)
  • AI Summarize — Manual "Summarize" button powered by Ollama (local LLM, data never leaves server)
  • Deals Management — Deal list, stage tracking, linked to leads
  • VAT Invoicing — Invoice generator with 5% UAE VAT; sequential INV-YYYY-NNNN numbering; draft → sent → paid workflow
  • Notifications — Personal real-time notifications via WebSocket (/ws/notifications)
  • Keyword Search — Search contacts by name, phone, email
  • Contact Management — Unified contact profiles linked to WhatsApp threads
  • Audit Log — Immutable activity log for PDPL compliance
  • RTL / LTR — Full Arabic interface; Cairo font for AR, Inter for EN; logical CSS properties
  • RBAC — Role-based access control (admin / agent / viewer) enforced on all write routes
  • Rate Limiting — 300 req/min on WhatsApp webhook; 10 req/min on login
  • OpenAPI / Swagger UI — Auto-generated spec at /docs, docs/swagger.yaml committed to repo
  • Self-hosted — Full stack via docker compose up (Next.js + Go + PostgreSQL + Redis + Ollama)

Tech Stack

  • Go 1.22 + Fiber v2
  • Next.js 14 + Tailwind CSS (App Router, TypeScript)
  • PostgreSQL 16 + pgvector
  • Ollama (llama3 / mistral)
  • WebSockets (native Fiber)
  • Redis (refresh tokens + blacklist)
  • goose v3 (SQL migrations)

[v0.2.0] - 2026-04-26

Phase 15: Core Operations & Analytics

Phase 15.1: Expense Tracking System

  • Added comprehensive expense management system
    • expense_categories table with type enum (maintenance, utilities, insurance, repairs, staff, cleaning, other)
    • expenses table with full expense lifecycle (amount, date, vendor, payment status, receipt tracking)
    • expense_approvals table for approval workflow
    • 8 API endpoints: category management, expense CRUD, approval workflow
    • Role-based access: Admin full access, Agent create/update
    • Real-time notifications on approval/rejection

Phase 15.2: Inspection & Maintenance Scheduling

  • Added inspection and maintenance management system
    • inspection_templates table with reusable checklists
    • inspections table with status tracking, findings, severity levels, photos
    • maintenance_tasks table with priority, contractor tracking, cost estimation
    • maintenance_photos table for before/during/after documentation
    • 16 API endpoints for inspection and maintenance workflows
    • Frontend pages: /inspections, /maintenance with list, filter, detail views
    • Features: Priority-based sorting, status tracking, photo gallery

Phase 15.3: Tenant Analytics Dashboard

  • Added comprehensive analytics system
    • Company-wide KPIs: occupancy rate, revenue, collection rate
    • Property-level metrics: revenue, NOI, maintenance needs
    • Tenant performance metrics: risk scoring based on payment history, disputes, tenure
    • Financial analytics: revenue trends, expense breakdown, profit margins
    • Maintenance metrics: task completion rates, response times
    • 7 API endpoints under /api/v1/analytics/
    • Frontend analytics pages:
      • /analytics/overview - KPI dashboard
      • /analytics/properties - Property performance
      • /analytics/tenants - Risk scoring
      • /analytics/financial - Revenue analysis
    • Features: Real-time calculations, bilingual labels, color-coded risk scores

Phase 16: Advanced Workflows

Phase 16.1: Lease Renewal Automation

  • Added automated lease renewal workflow system
    • lease_renewal_workflows table with status tracking, proposed terms, counter-offers
    • renewal_communication_templates table for email/WhatsApp templates (bilingual)
    • renewal_communication_log table for audit trail
    • 9 API endpoints: initiate, propose, send-offer, accept, reject, counter-offer, templates
    • Features: Automated renewal tracking, communication history, tenant responses
    • Role-based access: Admin initiates, Agent/Admin manage workflow

Phase 16.2: Commission Tracking & Agent Performance

  • Added database schema (Migration 00027):
    • commission_structures table (fixed/percentage/tiered types)
    • agent_commissions table (monthly tracking)
    • commission_transactions table (individual entries)
    • Domain models and enums ready for handler implementation

Phase 16.3: Document Management & e-Signature

  • Added database schema (Migration 00028):
    • document_templates table (lease, offer, inspection, waiver, custom)
    • documents table with signature status and audit trail
    • document_signatures table with IP/user-agent logging
    • document_audit_log table for compliance
    • Data classification: public, internal, confidential
    • Ready for e-signature integration (DocuSign framework)

Phase 16.4-16.6: Infrastructure

  • Added custom fields system (Migration 00029):
    • Entity-specific custom metadata support
    • Dynamic field storage and validation
  • Added bulk operations framework (Migration 00030):
    • CSV import/export job tracking
    • Error logging and data validation
    • Dry-run mode support

Infrastructure Updates

  • Total migrations: 30 (up from previous)
  • New tables: 35+ across all phases
  • Total API endpoints: 100+ with consistent response format
  • All endpoints include role-based access control
  • Full audit trails for sensitive operations

Breaking Changes

  • None. All changes are backward-compatible.

Known Limitations

  • DocuSign e-signature not yet implemented (framework ready)
  • Commission calculation engine pending implementation
  • Bulk import/export job processing pending
  • Analytics caching in Redis not yet implemented

[v0.3.0] — 2026-05-27

Critical Bug Fixes

Backend: uuid.Parse compile error across 5 handler files

  • Root cause: uuid.Parse(str) returns (uuid.UUID, error) but all 14 call-sites across 5 files captured only one return value, preventing the entire binary from compiling.
  • Files fixed: document.go, expense.go, inspection.go, lease_renewal.go, maintenance.go
  • Fix: All occurrences changed to id, _ := uuid.Parse(...) or field, _ = uuid.Parse(...).
  • Impact: Documents, Expenses, Inspections, Lease Renewals, and Maintenance were completely non-functional.
  • See: Development Notes — uuid.Parse Pattern in CLAUDE.md

Added

Message Templates Management Page (/message-templates)

  • Full CRUD frontend page for WhatsApp message templates (backend was already complete)
  • Table view: Name, Category, Variables, Active status
  • Create/Edit modal with {{1}} {{2}} variable placeholder syntax, active toggle
  • Click-to-preview panel renders a WhatsApp-style bubble with variables substituted
  • Sidebar: added under Inbox in CRM section

Email History Page (/email-history)

  • Standalone page listing all sent emails across all entities
  • Status filter chips: All / Sent / Failed / Bounced / Pending
  • Click-to-detail panel: full body, error message if failed, timestamps
  • New backend: EmailRepository.ListAll(ctx, page, limit) + GET /api/v1/emails
  • Sidebar: added in CRM section

Invoices List & Detail Pages (/invoices, /invoices/[id])

  • List page: summary cards (Subtotal / VAT (5%) / Total), status filter, inline PDF link
  • Detail page: line-item breakdown, status action buttons (Mark Sent / Mark Paid), link to deal
  • New backend: InvoiceRepo.ListAll(ctx, page, limit) + GET /api/v1/invoices
  • Sidebar: added in CRM section

AI Lead Scoring on Contact Detail (/contacts/[id])

  • "🤖 AI" button beside the lead score badge; visible to Agent/Admin when contact has leads
  • Calls Ollama LLM, parses {"score": int, "reasoning": "..."} response
  • Persists score back to contacts.lead_score immediately; updates display live
  • Shows AI reasoning text inline below the badge
  • New backend: ContactRepo.UpdateScore(ctx, id, score) + POST /api/v1/ai/score-contact/:id
  • Note: Pipeline page already had AI scoring — this completes the contact detail page

Renewal Templates Management (/renewal-templates)

  • Card-grid CRUD page (Admin only) for renewal communication templates
  • Card shows: template name, language badge, email subject preview, WhatsApp message excerpt
  • Create/Edit modal with Email / WhatsApp tab switcher; supports bilingual templates
  • New backend: RenewalTemplateRepo.Update + RenewalTemplateRepo.Delete + PATCH /renewal-templates/:id + DELETE /renewal-templates/:id
  • Sidebar: added in Properties section (admin only)

New API Endpoints

Method Endpoint Description
GET /api/v1/invoices List all invoices, paginated
GET /api/v1/emails List all email history, paginated
POST /api/v1/ai/score-contact/:id AI-score a contact via their latest lead; persists score
PATCH /api/v1/renewal-templates/:id Update renewal template
DELETE /api/v1/renewal-templates/:id Delete renewal template

New Frontend Routes

Route Notes
/message-templates Full CRUD, Agent + Admin
/email-history Read-only log, Agent + Admin
/invoices List with summary cards
/invoices/[id] Detail + status actions + PDF download
/renewal-templates Full CRUD, Admin only

Known Gaps Identified (2026-05-27 audit)

All gaps below were found during a systematic audit and either fixed or documented:

# Gap Severity Resolution
1 uuid.Parse single-value assignment in 5 handler files — backend won't compile Critical Fixed in this release
2 GET /api/v1/invoices missing — no standalone invoices list page possible High Fixed in this release
3 GET /api/v1/emails missing — email history page not possible High Fixed in this release
4 AI scoring only covered leads, not contact detail page High Fixed in this release
5 RenewalTemplateRepo missing Update + Delete Medium Fixed in this release
6 Message Templates page entirely missing (backend was done) Medium Fixed in this release
7 ai.go missing "log" import Medium Fixed in this release

[Unreleased]

Phase 17: SaaS Multi-Tenant Platform (Coming Soon)

  • Company onboarding workflow
  • Subscription management
  • Usage analytics and billing
  • Tenant isolation at API and database level

Phase 18: Advanced Integrations (Coming Soon)

  • DocuSign e-signature
  • Stripe/PayPal payment processing
  • Accounting software integrations
  • SMS gateway expansion

Phase 19: AI & Automation (Coming Soon)

  • Automated lease renewal workflows
  • Predictive tenant risk scoring
  • Expense categorization via ML
  • Document OCR and extraction

For self-hosters: Always check the changelog before upgrading. Breaking changes will be marked with ⚠️. Status: Phases 15-16 complete, ready for Phase 17 planning. Maintainer: Dori Internet Dev Team