release: v1.13.0

.github/.release-please-manifest.json

@@ -1,3 +1,3 @@
 {
-	".": "1.12.0"
+	".": "1.13.0"
 }

CHANGELOG.md

@@ -1,5 +1,18 @@
 # Changelog
 
+## [1.13.0](https://github.com/trycompai/crm/compare/v1.12.0...v1.13.0) (2026-08-12)
+
+
+### Features
+
+* **app:** search company dropdowns instead of scrolling them ([#125](https://github.com/trycompai/crm/issues/125)) ([3b558a8](https://github.com/trycompai/crm/commit/3b558a82155d556aa4ff2860121ddf314e2ae88c))
+
+
+### Fixes
+
+* **agent:** let the assistant chat read the deal list it is told to use (CMP-77) ([#139](https://github.com/trycompai/crm/issues/139)) ([e86a0fb](https://github.com/trycompai/crm/commit/e86a0fbe4076ec3ead43f9ab24c3ac805070819a))
+* **app:** show select field values in record tables ([#133](https://github.com/trycompai/crm/issues/133)) ([1d89b43](https://github.com/trycompai/crm/commit/1d89b43e2d0ad376970be09f9446f1903203ec09))
+
 ## [1.12.0](https://github.com/trycompai/crm/compare/v1.11.0...v1.12.0) (2026-08-11)
 
 

apps/agent/agent/tools/list_deals.ts

@@ -1,7 +1,6 @@
 import { defineTool } from "eve/tools";
 import { z } from "zod";
 import { listDeals } from "../lib/lookup";
-import { assertResearchPurpose } from "../lib/session-purpose";
 
 export default defineTool({
 	description:
@@ -22,8 +21,7 @@ export default defineTool({
 		limit: z.number().int().min(1).max(100).default(50),
 		cursor: z.string().optional(),
 	}),
-	async execute(input, ctx) {
-		assertResearchPurpose(ctx);
+	async execute(input) {
 		return listDeals(input);
 	},
 	toModelOutput(output) {

apps/agent/test/custom-agent-runtime.spec.ts

@@ -158,6 +158,15 @@ describe("session purpose boundaries", () => {
 		expect(() => assertResearchPurpose(context("team-agent"))).toThrow();
 	});
 
+	it("leaves the read-only deal list open to the assistant chat that is told to use it", async () => {
+		const source = await Bun.file(
+			new URL("../agent/tools/list_deals.ts", import.meta.url),
+		).text();
+
+		expect(source).not.toContain("assertResearchPurpose");
+		expect(builderTaskMarkdown(null)).toContain("list_deals");
+	});
+
 	it("binds specialist tools to their explicit session purpose", () => {
 		expect(
 			requireBuilderAttribute(

apps/app/app/(app)/[slug]/contacts/contacts-bulk-actions.tsx

@@ -5,22 +5,22 @@ import TrashCan from "@carbon/icons-react/es/TrashCan";
 import {
 	DropdownMenuGroup,
 	DropdownMenuItem,
-	DropdownMenuLabel,
 	DropdownMenuSeparator,
 	DropdownMenuSub,
 	DropdownMenuSubContent,
 	DropdownMenuSubTrigger,
 } from "@crm/ui/components/dropdown-menu";
 import { formatCount } from "@crm/ui/lib/format";
 import { useMutation, useQuery } from "@tanstack/react-query";
-import { useState } from "react";
+import { useRef, useState } from "react";
 import { toast } from "sonner";
 import {
 	BulkActionsMenu,
 	BulkDeleteDialog,
 	BulkOwnerMenu,
 	reportBulk,
 } from "@/components/crm/bulk-actions";
+import { CompanyMenuSearch } from "@/components/crm/company-picker";
 import { useCrmCache } from "@/lib/trpc/cache";
 import { useTRPC } from "@/lib/trpc/client";
 
@@ -38,8 +38,9 @@ export function ContactsBulkActions({
 	const trpc = useTRPC();
 	const cache = useCrmCache();
 	const users = useQuery(trpc.users.list.queryOptions());
-	const companies = useQuery(trpc.companies.options.queryOptions({ q: "" }));
 	const [confirming, setConfirming] = useState(false);
+	const [menuOpen, setMenuOpen] = useState(false);
+	const companySearch = useRef<HTMLInputElement>(null);
 
 	const onError = (error: { message: string }) => toast.error(error.message);
 
@@ -99,36 +100,34 @@ export function ContactsBulkActions({
 
 	return (
 		<>
-			<BulkActionsMenu pending={pending}>
+			<BulkActionsMenu
+				pending={pending}
+				open={menuOpen}
+				onOpenChange={setMenuOpen}
+			>
 				<BulkOwnerMenu
 					users={users.data ?? []}
 					unassignedLabel="Nobody"
 					onSelect={(ownerId) => assignOwner.mutate({ ids, ownerId })}
 				/>
 				<DropdownMenuSub>
 					<DropdownMenuSubTrigger>Move to company</DropdownMenuSubTrigger>
-					<DropdownMenuSubContent className="max-h-72 overflow-y-auto">
-						<DropdownMenuGroup>
-							<DropdownMenuItem
-								onSelect={() => setCompany.mutate({ ids, companyId: null })}
-							>
-								No company
-							</DropdownMenuItem>
-							{companies.data?.length === 0 ? (
-								<DropdownMenuLabel>No companies yet.</DropdownMenuLabel>
-							) : (
-								companies.data?.map((company) => (
-									<DropdownMenuItem
-										key={company.id}
-										onSelect={() =>
-											setCompany.mutate({ ids, companyId: company.id })
-										}
-									>
-										{company.name}
-									</DropdownMenuItem>
-								))
-							)}
-						</DropdownMenuGroup>
+					<DropdownMenuSubContent
+						className="w-64 p-0"
+						onFocus={(event) => {
+							if (event.target === event.currentTarget) {
+								companySearch.current?.focus();
+							}
+						}}
+					>
+						<CompanyMenuSearch
+							none="No company"
+							inputRef={companySearch}
+							onSelect={(companyId) => {
+								setMenuOpen(false);
+								setCompany.mutate({ ids, companyId });
+							}}
+						/>
 					</DropdownMenuSubContent>
 				</DropdownMenuSub>
 				<DropdownMenuGroup>

apps/app/app/(app)/[slug]/contacts/contacts-table.tsx

@@ -7,9 +7,10 @@ import {
 } from "@crm/ui/components/data-table";
 import { EmptyCellValue } from "@crm/ui/components/empty-cell";
 import { PersonAvatar } from "@crm/ui/components/person-avatar";
+import { useSearchInput } from "@crm/ui/hooks/use-search-input";
 import { useTableSelection } from "@crm/ui/hooks/use-table-selection";
 import { useQuery } from "@tanstack/react-query";
-import { useMemo } from "react";
+import { useMemo, useState } from "react";
 import { CompanyCell } from "@/components/crm/company-cell";
 import { contactName } from "@/components/crm/contact-name";
 import { useFieldColumns } from "@/components/crm/fields/field-columns";
@@ -130,7 +131,16 @@ export function ContactsTable() {
 		placeholderData: (previous) => previous,
 	});
 	const users = useQuery(trpc.users.list.queryOptions());
-	const companies = useQuery(trpc.companies.options.queryOptions({ q: "" }));
+
+	const [companyQuery, setCompanyQuery] = useState("");
+	const [companyText, setCompanyText] = useSearchInput(
+		companyQuery,
+		setCompanyQuery,
+	);
+	const companies = useQuery({
+		...trpc.companies.options.queryOptions({ q: companyQuery }),
+		placeholderData: (previous) => previous,
+	});
 
 	const rows = contacts.data?.rows ?? [];
 	const selection = useTableSelection(
@@ -154,8 +164,15 @@ export function ContactsTable() {
 		{
 			id: "company",
 			label: "Company",
+			searchable: true,
+			search: companyText,
+			onSearchChange: setCompanyText,
+			stale: companies.isFetching || companyText.trim() !== companyQuery.trim(),
+			empty: companies.isFetching ? "Searching…" : "No company matches.",
 			options: [
-				{ value: "none", label: "No company" },
+				...(companyQuery.trim()
+					? []
+					: [{ value: "none", label: "No company" }]),
 				...(companies.data ?? []).map((company) => ({
 					value: company.id,
 					label: company.name,

apps/app/app/(app)/[slug]/contacts/create-contact-sheet.tsx

@@ -27,6 +27,7 @@ import { useMutation, useQuery } from "@tanstack/react-query";
 import { parseAsBoolean, useQueryState } from "nuqs";
 import { type ComponentProps, Suspense, useId, useState } from "react";
 import { toast } from "sonner";
+import { CompanyPicker } from "@/components/crm/company-picker";
 import { useOpenRecord } from "@/components/crm/record-sheet/record-stack";
 import { useCrmCache } from "@/lib/trpc/cache";
 import { useTRPC } from "@/lib/trpc/client";
@@ -72,7 +73,6 @@ function CreateContactForm({ companyId }: { companyId?: string }) {
 	const titleId = useId();
 
 	const users = useQuery(trpc.users.list.queryOptions());
-	const companies = useQuery(trpc.companies.options.queryOptions({ q: "" }));
 
 	const create = useMutation(
 		trpc.contacts.create.mutationOptions({
@@ -167,19 +167,12 @@ function CreateContactForm({ companyId }: { companyId?: string }) {
 
 						<Field>
 							<FieldLabel htmlFor="create-contact-company">Company</FieldLabel>
-							<Select value={company} onValueChange={setCompany}>
-								<SelectTrigger id="create-contact-company">
-									<SelectValue />
-								</SelectTrigger>
-								<SelectContent>
-									<SelectItem value={NONE}>No company</SelectItem>
-									{(companies.data ?? []).map((option) => (
-										<SelectItem key={option.id} value={option.id}>
-											{option.name}
-										</SelectItem>
-									))}
-								</SelectContent>
-							</Select>
+							<CompanyPicker
+								id="create-contact-company"
+								value={company}
+								onValueChange={setCompany}
+								none={{ value: NONE, label: "No company" }}
+							/>
 						</Field>
 
 						<Field>

apps/app/app/(app)/[slug]/deals/create-deal-sheet.tsx

@@ -34,6 +34,7 @@ import { useMutation, useQuery } from "@tanstack/react-query";
 import { parseAsBoolean, useQueryState } from "nuqs";
 import { type ComponentProps, Suspense, useId, useState } from "react";
 import { toast } from "sonner";
+import { CompanyPicker } from "@/components/crm/company-picker";
 import { useOpenRecord } from "@/components/crm/record-sheet/record-stack";
 import { dealStageLabel, OPEN_STAGES } from "@/lib/deal-stage";
 import { useCrmCache } from "@/lib/trpc/cache";
@@ -80,7 +81,6 @@ function CreateDealForm({ companyId }: { companyId?: string }) {
 	const closeDateId = useId();
 
 	const users = useQuery(trpc.users.list.queryOptions());
-	const companies = useQuery(trpc.companies.options.queryOptions({ q: "" }));
 	const me = useQuery(trpc.users.me.queryOptions());
 	const currencies = useQuery(trpc.currency.settings.queryOptions());
 
@@ -154,18 +154,11 @@ function CreateDealForm({ companyId }: { companyId?: string }) {
 
 						<Field>
 							<FieldLabel htmlFor="create-deal-company">Company</FieldLabel>
-							<Select value={company} onValueChange={setCompany}>
-								<SelectTrigger id="create-deal-company">
-									<SelectValue placeholder="Choose a company" />
-								</SelectTrigger>
-								<SelectContent>
-									{(companies.data ?? []).map((option) => (
-										<SelectItem key={option.id} value={option.id}>
-											{option.name}
-										</SelectItem>
-									))}
-								</SelectContent>
-							</Select>
+							<CompanyPicker
+								id="create-deal-company"
+								value={company}
+								onValueChange={setCompany}
+							/>
 						</Field>
 
 						<Field>

apps/app/components/crm/bulk-actions.tsx

@@ -57,13 +57,17 @@ export function reportBulk(
 
 export function BulkActionsMenu({
 	pending,
+	open,
+	onOpenChange,
 	children,
 }: {
 	pending?: boolean;
+	open?: boolean;
+	onOpenChange?: (open: boolean) => void;
 	children: ReactNode;
 }) {
 	return (
-		<DropdownMenu>
+		<DropdownMenu open={open} onOpenChange={onOpenChange}>
 			<DropdownMenuTrigger asChild>
 				<Button variant="outline" size="sm" disabled={pending}>
 					{pending ? <Spinner /> : null}