> For the complete documentation index, see [llms.txt](https://docs.xenoraa.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.xenoraa.com/xenoraa-release-notes/v6.x-releases.md).

# v6.x Releases

## v6.x Release Series

> 10 releases in this series. Last updated: 2026-07-09 17:52 UTC

### v6.9.0 — Xena AI — Phase 3 CRM Activities/Quotes/SalesOrders/Invoices (9 new tools, total: 86)

**Released:** 2026-07-07  |  **Category:** Xena AI  |  **Commit:** [`93c2651`](https://github.com/goesscay/xenoraa/commit/93c2651)

* crm\_get\_activity: view activity by subject/ID — returns type, status, priority, due\_at, related\_type/id + View/Edit buttons
* crm\_update\_activity: update type/subject/description/status/priority/due\_at on any activity by subject/ID
* crm\_complete\_activity: mark activity as completed — sets status=completed, records completed\_at
* crm\_get\_quote: view quote by quote\_number/subject/ID — returns stage, grand\_total, valid\_until + View/Edit buttons
* crm\_update\_quote: update subject/stage/valid\_until/notes/terms on any quote by quote\_number/subject/ID
* crm\_get\_sales\_order: view SO by so\_number/subject/ID — returns status, grand\_total, delivery\_date + View/Edit buttons
* crm\_update\_sales\_order: update subject/status/delivery\_date/notes/terms/purchase\_order/carrier on any SO
* crm\_update\_invoice: update subject/status/due\_date/notes/terms/amount\_paid (auto-recalculates balance\_due)
* crm\_mark\_invoice\_paid: mark invoice as paid — sets status=paid, balance\_due=0, records amount\_paid (default: full grand\_total)
* All 9 tools have thinking steps + suggestion chips in XenaController
* GitHub commit: 93c2651

***

### v6.8.0 — Xena AI — Phase 2 CRM Edit Tools (4 new tools, total: 77)

**Released:** 2026-07-07  |  **Category:** Xena AI  |  **Commit:** [`3a21dcd`](https://github.com/goesscay/xenoraa/commit/3a21dcd)

* crm\_update\_lead: update any field on a lead by name or ID
* Updatable: status, lead\_status, deal\_value, source, company, title, notes, email, mobile, phone, assigned\_to, priority
* Resolves by name (ILIKE on name+company) or lead\_id; returns updated\_fields + View+Edit buttons
* crm\_update\_contact: update any field on a contact by name or ID
* Updatable: first\_name, last\_name, email, phone, mobile, company, title, department, status, lead\_source, description
* Resolves by name (ILIKE on first\_name+last\_name+concat) or contact\_id
* crm\_update\_account: update any field on an account by name or ID
* Updatable: name, industry, annual\_revenue, employees, phone, email, website, status, city, country, description
* Resolves by name (ILIKE) or account\_id
* crm\_update\_forecast: update or auto-create forecast for any quarter+year
* Updatable: target\_amount, achieved\_amount, notes
* Auto-creates record if quarter+year not found; normalises 'Q3' -> 3
* Returns attainment\_pct + Edit button
* All 4 tools have thinking steps + suggestion chips in XenaController
* GitHub commit: 3a21dcd

***

### v6.7.0 — Xena AI — Phase 1 CRM Sales Module Tools (10 new tools, total: 73)

**Released:** 2026-07-07  |  **Category:** Xena AI  |  **Commit:** [`f695f18`](https://github.com/goesscay/xenoraa/commit/f695f18)

* crm\_count\_leads: total + status breakdown + link to /admin/crm2/sales/leads
* crm\_count\_contacts: total + lead\_source breakdown + link to /admin/crm2/sales/contacts
* crm\_count\_accounts: total + account\_type breakdown + total annual\_revenue + link
* crm\_count\_deals: total + stage breakdown + pipeline value + won\_this\_month + link
* crm\_forecast\_summary: all quarters for a year (target/achieved/attainment%) from crm\_forecasts
* crm\_get\_contact: find by name (ILIKE first\_name+last\_name) or contact\_id; View+Edit buttons
* crm\_get\_account: find by name (ILIKE) or account\_id; View+Edit buttons
* crm\_get\_forecast: find by quarter+year; target/achieved/gap/attainment%; Edit button
* crm\_create\_contact: creates crm\_contacts; splits name into first\_name/last\_name; View+Edit buttons
* crm\_create\_deal: creates crm\_deals; resolves account/contact by name; stage enum matches CrmDeal::STAGES
* All 10 tools have thinking steps + suggestion chips in XenaController
* GitHub commit: f695f18

***

### v6.6.1 — Xena AI — Auto-Resume Last Session on Drawer Open

**Released:** 2026-07-07  |  **Category:** Xena AI  |  **Commit:** [`78eb245`](https://github.com/goesscay/xenoraa/commit/78eb245)

* xena.js: autoResumeLastSession() — on first drawer open (xenaSession===null),
* fetches /admin/xena/history, takes sessions\[0], loads full message list via
* /admin/xena/session/{id}, renders all messages + action cards
* Shows subtle 'Resumed last conversation · + New Chat' bar at top of chat
* xenaStartNewChat() (window-exposed): resets xenaSession=null, clears chat,
* restores welcome screen + quick prompts, switches to chat tab
* New Chat button in History pane (#xenaNewChatBtn) wired to xenaStartNewChat()
* Auto-resume guard: only runs when xenaSession===null (first open per page load)
* Subsequent drawer opens preserve the active session
* First-time users (no history) see welcome screen as before
* GitHub commit: 78eb245

***

### v6.6.0 — Xena AI — Batch C: 11 New Tools

**Released:** 2026-07-07  |  **Category:** Xena AI  |  **Commit:** [`ab70b5b`](https://github.com/goesscay/xenoraa/commit/ab70b5b)

* general\_sales\_forecast: Pipeline forecast by stage with weighted revenue
* Queries crm\_deals (excludes won/lost); returns stage/deals/total\_value/avg\_probability
* Also returns won\_this\_month (closed\_at current month)
* general\_search\_all: Cross-module search across leads+contacts+accounts+deals+products
* ILIKE search; returns up to 5 results per module with view\_url per item
* Accepts: query (required)
* general\_reminders: Upcoming reminders + pending todos
* reminders table (is\_sent=false, remind\_at>=now); todos table (is\_completed=false)
* Returns overdue\_count for todos past due\_date
* pos\_sales\_summary: POS sales summary by period (today/week/month)
* Joins pos\_order\_items+products+product\_categories for top category breakdown
* Returns orders, revenue, avg\_order, by\_day, top\_categories
* ecommerce\_revenue\_trend: Month-by-month ecom revenue (ecom\_orders)
* Excludes cancelled orders; groups by YYYY-MM; default 6 months, max 12
* ecommerce\_list\_coupons: List ecom coupons (ecom\_coupons)
* Returns code, type, value, used\_count, max\_uses, is\_active, expires\_at
* Accepts: active\_only, limit
* accounts\_list\_payments: List payment records (acc\_payments)
* Filter by payment\_type (receipt/payment) and status
* Returns total\_receipts and total\_payments in summary
* accounts\_create\_payment: Record new payment (acc\_payments)
* Auto-generates payment\_number (PAY-YYYY-NNN)
* Sets status=received for receipts, paid for payments
* Accepts: amount(required), type, party\_name(required), date, method, notes
* crm\_list\_notes: List notes for a CRM record or all recent notes (crm\_notes)
* Resolves record by ILIKE name search across leads/contacts/deals/accounts
* Accepts: record\_name, record\_type, limit
* projects\_get: Full project detail with task breakdown (crm\_projects + crm\_project\_tasks)
* Returns task\_stats (total/pending/in\_progress/completed)
* Accepts: project\_name (ILIKE) or project\_id
* projects\_task\_summary: Task completion summary across all active projects
* Joins crm\_project\_tasks + crm\_projects; returns completion\_rate, overdue, high\_priority
* Also returns per-project breakdown (top 5 by task count)
* Total Xena tools: 63 (was 52)
* GitHub commit: ab70b5b

***

### v6.5.0 — Xena AI — Batch B: 8 New Tools

**Released:** 2026-07-07  |  **Category:** Xena AI  |  **Commit:** [`2d79696`](https://github.com/goesscay/xenoraa/commit/2d79696)

* crm\_list\_accounts: List CRM accounts with search/industry/status filter
* Returns name, type, industry, annual\_revenue, phone per account
* crm\_create\_account: Create CRM account (company)
* Accepts: name(required), type, industry, phone, email, website, annual\_revenue, city, country
* crm\_list\_vendors: List vendors/suppliers with category filter
* Returns name, category, status, phone per vendor
* crm\_list\_cases: List support cases with status/priority filter
* Sorted High→Medium→Low priority; shows case\_number, subject, status, priority
* Returns open case count in summary
* pos\_top\_products: Top selling POS products by quantity or revenue
* Joins pos\_order\_items + pos\_orders (tenant\_id scoped)
* Accepts: by (quantity|revenue), limit
* pos\_update\_stock: Update product stock quantity by name or ID
* ILIKE name search; updates products.qty\_in\_stock
* Returns old stock → new stock in card
* ecommerce\_update\_order\_status: Update ecom order status
* ILIKE order\_number search; auto-sets delivered\_at/shipped\_at/cancelled\_at timestamps
* Accepts: order\_number or order\_id, status (pending/confirmed/processing/shipped/delivered/cancelled)
* ecommerce\_get\_order: Get full ecom order detail with line items
* Joins ecom\_order\_items; returns all order fields + items list
* Total Xena tools: 52 (was 44)
* GitHub commit: 2d79696

***

### v6.4.0 — Xena AI — Batch A: 7 New Tools

**Released:** 2026-07-07  |  **Category:** Xena AI  |  **Commit:** [`409bbaf`](https://github.com/goesscay/xenoraa/commit/409bbaf)

* crm\_add\_note: Add note to lead/contact/deal/account by name or ID
* Auto-resolves record by ILIKE name search if ID not given
* Saves to crm\_notes (notable\_type/notable\_id polymorphic)
* crm\_list\_invoices: List CRM invoices with status filter (draft/sent/paid/overdue/cancelled)
* Returns invoice\_number, subject, status, grand\_total, balance\_due, total unpaid amount
* crm\_list\_sales\_orders: List CRM sales orders with status filter (draft/confirmed/delivered/cancelled)
* Returns so\_number, subject, status, grand\_total, delivery\_date
* projects\_list\_tasks: List project tasks with multi-filter (status/priority/project\_name/project\_id)
* Sorted by priority (high→medium→low) then due\_date; shows project name per task
* projects\_create\_task: Create task in a project
* Auto-resolves project by name (ILIKE) or defaults to most recent active project
* Accepts: name, project\_name, description, due\_date, priority, assigned\_to
* accounts\_bank\_balance: Show all active bank account balances (acc\_bank\_accounts)
* Returns total balance + per-account breakdown with bank name and type
* accounts\_revenue\_trend: Month-by-month income vs expense trend (acc\_income + acc\_expenses)
* Default 6 months, max 12; returns income/expense/profit per month
* Links to P\&L report
* Total Xena tools: 44 (was 37)
* GitHub commit: 409bbaf

***

### v6.3.3 — Xena AI — Step 3: Smart Cross-Search (crm\_smart\_search)

**Released:** 2026-07-07  |  **Category:** Xena AI  |  **Commit:** [`86d7b18`](https://github.com/goesscay/xenoraa/commit/86d7b18)

* New tool: crm\_smart\_search — searches BOTH crm\_leads AND crm\_contacts simultaneously
* Single lead match: full lead detail card (purple) with Open Lead button
* Single contact match: full contact detail card (blue) with Open Contact button
* Multiple matches: unified list card with \[Lead]/\[Contact] prefix per row
* Zero matches: friendly card with 'Create new lead?' suggestion
* XenaController: tool definition with 'USE THIS FIRST' instruction
* XenaController: SMART SEARCH RULE added to system prompt — use crm\_smart\_search
* when user says a name without 'lead'/'contact' qualifier
* XenaController: thinking steps + suggestion chips for crm\_smart\_search
* Fixes: 'open Priya', 'find Vikram', 'show me Arjun' now correctly finds person
* regardless of whether they are a lead or contact
* GitHub commit: 86d7b18

***

### v6.3.2 — Xena AI — Step 2: New Tools (crm\_create\_product + crm\_send\_quote\_email)

**Released:** 2026-07-07  |  **Category:** Xena AI  |  **Commit:** [`e0c4157`](https://github.com/goesscay/xenoraa/commit/e0c4157)

* crm\_create\_product: Creates a product in crm\_products table
* Accepts: name(required), price, category, qty, product\_code/sku, gst\_rate, hsn\_code, description, reorder\_level
* Returns detail card with View Product link
* Fixes: AI was asking for product details but not saving anything
* crm\_list\_products: Lists crm\_products with optional search/category filter
* Returns list card with price, stock, View All link
* crm\_list\_quotes: Lists crm\_quotes with optional stage filter
* Returns list card with quote number, subject, stage, amount
* crm\_send\_quote\_email: Sends quote email using tenant SMTP (crm\_mail\_configs)
* Builds professional HTML email with quote table (number, subject, total, valid\_until)
* Logs send to crm\_account\_emails table
* Returns success card with To, Subject, Amount, Sent At
* Fixes: AI was giving manual instructions instead of sending the email
* Also fixed crmGetInvoice: total\_amount → grand\_total (correct column name)
* GitHub commit: e0c4157

***

### v6.3.1 — Xena AI — 3 Bug Fixes (crm\_search\_leads + POS tables + status enum)

**Released:** 2026-07-07  |  **Category:** Xena AI  |  **Commit:** [`e8d18d9`](https://github.com/goesscay/xenoraa/commit/e8d18d9)

* Bug 1: Added crm\_search\_leads tool — new crmSearchLeads() in XenaActionService, new tool in XenaController
* Searches crm\_leads by name/email/mobile/company (ILIKE)
* Single match: full detail card (name, company, email, mobile, status, lead\_status, source, deal\_value)
* Multiple matches: list card with view links per lead
* Tool description: PREFER over crm\_search\_contacts when user asks about a person by name in CRM context
* Fixes: 'open Priya', 'view lead Vikram' now correctly searches leads not contacts
* Bug 2: Fixed POS table names in XenaActionService
* posTodaySales: pos\_orders WHERE user\_id → tenant\_id
* posLowStock: pos\_products → products (user\_id correct), threshold default 5→10
* posListProducts: pos\_products → products, added is\_active=true filter
* generalDashboardStats: pos\_orders WHERE user\_id → tenant\_id
* Fixes: 'relation pos\_products does not exist' crash on all POS queries
* Bug 3: Fixed crm\_list\_leads status enum in XenaController getTools()
* Added 'proposal\_sent' and 'not\_contacted' to enum (actual DB values)
* Fixes: filtering by 'proposal leads' or 'not contacted leads' returned zero results
* GitHub commit: e8d18d9

***


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