@agent-native/core 0.165.3 → 0.165.4

package/corpus/templates/crm/CHANGELOG.md

@@ -1,7 +1,5 @@
 # CRM changelog
 
-Older updates live in [the changelog folder](./changelog/) and are included in the in-app "What's new" view.
-
 ## 2026-08-11
 
 ### Improved
@@ -35,3 +33,34 @@ Older updates live in [the changelog folder](./changelog/) and are included in t
 ### Improved
 
 - Sidebar footers now keep Feedback, Search, and Collapse together, with language preferences available in Settings.
+
+## 2026-07-26
+
+### Added
+
+- Any list or view can be shown as a board grouped by stage, so a pipeline can be dragged through its stages instead of edited row by row.
+- CRM now finds likely duplicate records and tells you exactly why each pair matched, then merges them into the record you choose without losing anything from either side.
+- Enrichment now shows what a run will cost before it starts, gathers free evidence first, and only spends on the records you approved.
+- Lists turn any set of records into a pipeline with its own stage and fields, and they stay yours even when the records come from HubSpot or Salesforce.
+- Opening a record now shows one page with its fields, the lists it belongs to, its activity and evidence, and the full change history of any single value.
+- Press Cmd+K to jump to any record, list, view or setting, and use keyboard shortcuts to move through the grid without reaching for the mouse.
+- Record reference fields like Account can now be linked from the record page: search records in a popover and see the link as a chip you can remove.
+- Records now use typed fields — currency, dates, ratings, status, select, references and more — and every field remembers who changed it, when, and what it was before.
+- Settings now has Fields and Lists tabs for adding fields, editing their allowed options and stage targets, and archiving what you no longer use.
+- The record grid is now a real spreadsheet: filter, sort and page over the full data set, edit in place, and copy or paste ranges straight to a spreadsheet.
+
+### Improved
+
+- Provider record edits now show an exact before/after diff and open the record in HubSpot or Salesforce to finish the change, instead of reporting a failure
+- Record page attribute labels now read in full instead of being cut off, and the Highlights panel starts from a curated set per record type.
+
+### Fixed
+
+- A half-typed number or date no longer saves as empty — the field says it cannot read the value and keeps what the record already had.
+- A new pipeline board now opens with stage columns, a summable amount, and each card's values copied from the record it was added from
+- Moving a record or list entry into a stage that was retired or never declared is now refused with the reason and the stages you can pick, and a stage somebody else moved in the meantime is reported instead of being overwritten
+- Retyping a record field now replaces the old value instead of appending to it, wherever the field is edited.
+- Retyping a value on the record page now replaces it instead of merging with the old text.
+- The proposal review now shows the field that actually changed instead of reading "Empty" on both sides.
+
+For the full list of updates, see the [changelog folder](./changelog/).