v1.13 — CRM Audit Trail, Smart Signal Filtering & Theme Intelligence

Sprint 26 · June 1–7, 2026

Shipped

• CRM history preserved on disconnect — swap or disconnect any of the 6 supported CRMs at any time without losing historical contacts, audiences, or sync records; a stale-data badge surfaces wherever disconnected data appears until you reconnect

• Regulatory audit trail for CRM actions — every CRM contribution to an audience and every VastAdvisor write-back is logged with full provenance metadata; 7-year retention is enforced automatically for regulated tenants

• CRM connection health dashboard — the Connection page and super-admin dashboard now show per-connector sync status, error class breakdown (auth / rate-limit / network / schema), and a configurable sync run history

• Unified deal and lead write path — all six CRMs now receive deal and lead updates through a single lifecycle orchestrator; per-tenant deal stage mapping is configurable directly in Settings

• Campaign themes generated from full ICP context — all 8 ICP profile fields now drive theme positioning and headline generation, producing more differentiated messaging per niche with cited ICP attributes

• Signal category opt-in — advisors select which signal categories to follow during onboarding and can update their preferences anytime in Settings

• Theme version history — a new Library page shows a full change timeline for any theme with field-level diffs against each prior version; restore any previous version in one click

• Theme ratings — rate any theme 1–5 stars with an optional comment; ratings appear on theme cards in both the Library and the Campaign Builder

• Per-theme CTR tracking infrastructure — the data pipeline for measuring click-through rates at the theme level is now live, enabling future theme-level performance analytics

• ICP-aware signal filtering — incoming signals are automatically scored against each advisor's ideal client profiles and ranked by relevance before surfacing, with a configurable relevance threshold

• Asset-first campaign creation — start a new campaign by uploading a PDF (up to 25 MB) or pasting a URL; VastAdvisor infers the best-matching ICPs with confidence scoring and surfaces ranked results in the Target Niche step

• iHTML creative platform complete — custom background images, on-demand PNG rendering via Playwright, and a unified asset service round out the full iHTML creative stack
  

Fixes

• Admin Launches table now correctly lists all live campaigns

• iHTML background images save and preview reliably, with published output matching the in-builder preview