v1.172.0

Bug Fixes

• add hooks for viewing emails
• add route to view inbound emails
• add client mail attachment viewer
• add view and download actions to audit log
• update invalidation callback for bulk email sending
• add business-documents.hook to handle file attachments
• add initialValues prop to fill add-mode fields
• add form for creating businesses from emails
• add condition to hide card based on visibility setting
• update Emails module panel
• add task awaiting review button
• add logic to identify and exclude self-recorded business links
• implement email classification logic
• use invalidate.emails to update the list of emails after sending an email
• add logic to detect deadline in email subject/body
• implement use-emails-overview hook
• update emails-analytics.ts
• add "Convert to lead", "Link or create business", "Nudge", and "Reply" buttons in the EmailsPage component
• add create-business-from-email-dialog component
• add functionality to create and link businesses from inbox emails
• add lead conversion button
• adjust date formatting in email page
• handle linking or creating business for emails without a client
• link to an existing business
• remove outdated create-business route
• update attachment viewer dialog implementation
• disable no-unused-expressions for cypress specs (chai false positive)
• update privacy policy and auto-login feature information
• improve inbox fetching and categorization
• add link to existing business dialog
• update notify client flow
• update wording for completion status in onboarding quick sheet
• add toast for no active link when sending client link
• ensure correct behavior for onboarding status check and completion notification
• add SnoozedUntil and ManualCategory fields to InboundEmail
• add analytics query keys
• add email keys
• add views key for email keys
• handle inline content type for attachment downloads
• link every other unlinked email from this exact sender to the same business (issue #859)
• add initial dialog values when opened programmatically

Features

• add logic for handling email updates and new thread counts
• add POST create-business route for emails
• add route to get latest email viewers
• add deadline, follow-up count, and hygiene metrics
• surface sent count, deadline chip, and new hygiene rows
• upload document with optional attachment
• improve sync behavior
• add functionality to find and link contacts for same sender
• implement normalizeSubject and groupEmailsIntoThreads
• exclude firm's own self-record business from every "linked to a client" signal
• normalize subject in emails analytics service
• add GET /api/dashboard/emails-overview route
• add manual category and snooze until columns to inbound email table
• bust inbox + sent lists on email mutation
• add PATCH route for updating inbound email row-level quick actions