* feat: add the org_export_jobs and org_import_jobs tables plus the models behind them, so a whole organization can be written to a portable archive and read back on another instance, keeping the option columns typed (a text[] of data groups, an include_secrets boolean, a conflict_strategy check constraint) rather than a settings blob because the option set is small and fixed, and reserving jsonb only for the genuinely free-form parts that are read back for display alone (the source archive's manifest, per-table row counts, the import warning list), with partial indexes on the in-flight and expiring rows so the maintenance sweep stays cheap however much transfer history accumulates, an OrgDataGroup catalog that names the twelve slices of a workspace and carries the dependencies between them, and an org_archive audit entity so an export or import rides the existing audit spine into every teammate's dashboard
* feat: add the schema-generic repository behind workspace archives, which reads and writes tables by name rather than through typed structs because that is the only way an archive stays correct as the schema grows, moving rows as jsonb in both directions via to_jsonb on the way out and jsonb_populate_recordset on the way in so Postgres performs every type conversion and no hand-written Go column mapping can drift from arrays, jsonb, tsvector, inet or enums, lifting the pool's 60s statement_timeout inside the export transaction because a full inbox read legitimately runs longer than that, introspecting generated, identity and not-null columns plus primary keys and foreign keys from the catalog rather than trusting a compiled list, and treating identifier safety as structural: table names come from the compiled registry and column names are always intersected against the destination catalog before reaching a query, so nothing out of an uploaded archive is ever interpolated
* feat: add the workspace archive registry and on-disk format, covering all 110 organization-owned relations with their scope SQL, dependency order and per-table policy, plus 10 explicitly excluded ones each carrying the reason it must never travel (the KMS-wrapped org data key, in-flight OAuth handshakes, the websocket outbox, live sessions, a pending deletion that would otherwise schedule the destination workspace for destruction), naming the two key domains separately because Warmbly seals mailbox credentials under the instance CREDENTIALS_ENCRYPTION_KEY and everything else under the per-organization DEK and confusing them produces mailboxes that authenticate against nothing, defining the archive as a plain zip of newline-delimited JSON so an operator can unzip it and read the data in a text editor and so the manifest can be written last yet still be read first, and sealing archive secrets under an argon2id passphrase key with parameters deliberately heavier than the login hash since it is derived once per archive and guards every credential in the workspace against offline grinding
* feat: implement the workspace export and import engines, streaming rows straight through untouched for the tables that have neither secrets nor blobs so a million-row inbox export stays cheap and only decoding the rows that must change, opening every sealed value against whichever key domain wrote it and re-sealing it under the archive passphrase on the way out then against the destination's own keys on the way in, blanking a credential rather than sinking the whole export when one mailbox cannot be read and clearing the guard flag alongside it so no row is left claiming ciphertext it no longer holds, applying an import inside a single transaction because a half-applied workspace is far worse than a long-running one, rewriting the organization id and matching members to destination accounts by email with unresolvable people blanked where the column is nullable and redirected to the importer where it is not, and running transfers in the accepting process rather than through a queue for the one reason that matters: the passphrase is then never written down anywhere
* feat: make the per-organization DEK cache nil-safe in internal/app/cipher so a process built without Redis falls through to KMS on every call instead of dereferencing a nil cache handle, which is what lets warmblyctl run the workspace export and import commands at all: it deliberately attaches Redis as optional because the whole point of that CLI is working while the rest of the instance is down, and the decrypted-key cache was always an optimisation rather than a requirement
* feat: add the hourly workspace-archive maintenance job that deletes finished archives past their seven-day retention window, since each one is a complete copy of a workspace sitting in object storage and must not accumulate, and closes out any export or import whose process died mid-run, which is the necessary counterpart to executing transfers in the accepting process so the passphrase is never persisted: without this sweep a restart would leave a job reporting running forever
* feat: expose workspace export and import over the JWT-only organization routes and wire the service into the backend, gating every endpoint on workspace ownership through the existing requireOrgOwner check rather than a permission bit because an export with credentials is the single most sensitive artifact this product can produce and an import rewrites the workspace wholesale, so both belong at the same level as deleting it, spooling uploads to a temporary file since a zip needs random access and a length that a multi-gigabyte archive cannot supply from memory, handing that file's ownership to the background import so it outlives the request and is closed exactly when the job ends, streaming downloads with the archive's sha256 in a response header, and constructing the service with both key domains plus object storage so an archive can be opened, re-keyed and stored
* feat: add warmblyctl org list, export and import so a self-hoster can move a workspace from the box without a browser, running the same engine in-process against Postgres and adding no HTTP surface to a CLI whose entire trust model is container or host access, resolving --org from whichever handle the operator has (id, slug, or the owner's email), streaming the archive to a file or to stdout so it can be piped straight into ssh with progress still readable on stderr, prompting for the credential passphrase twice through the existing password prompt so the terminal and pipe rules stay identical across every command, and defaulting the import path to a preflight report that names what already exists here and which members have no account before anything is written, with --dry-run to stop there
* feat: add the dashboard API layer for workspace archives, fetching the data-group catalog from the server rather than restating it in the client so a new group appears the moment the backend knows about it, mirroring the server's group-dependency closure in expandGroups so the toggles a user sees always match what the archive actually gets, polling only while a transfer is in flight and dropping to no interval the moment none are active since a running job has no realtime event of its own, and downloading a finished archive as a blob through the authenticated client because the endpoint is bearer-authenticated and a plain anchor href cannot carry the token
* feat: build the Settings and Data dashboard page for exporting and importing a workspace, following the settings section conventions and the in-app confirm rather than window.confirm, defaulting the export to every data group because a migration that quietly leaves data behind is worse than one that takes a while, marking the heavy groups so nobody exports a decade of inbox history unaware, requiring the credential passphrase twice behind a confirm that states plainly what the file will contain, and making the import a two-step flow where a preflight reads the archive and reports its origin, row counts, unsealable credentials, existing rows and unknown members before a single byte is written, so confirming is never a leap of faith
* feat: register the Data settings section in the dashboard rail, route and realtime spine, placing it under Advanced beside the danger zone and gating it to the workspace owner so the nav matches what the endpoints actually allow, and mapping the new org_archive audit entity to the export and import query keys in useRealtimeEvents so an archive starting or landing refreshes the page for every teammate through the existing audit spine rather than a bespoke event
* feat: document workspace export and import as a customer guide registered under Account and team, covering what each of the twelve data groups contains and which four dominate archive size, why credentials need a passphrase to travel at all and what happens to mailboxes when they do not, how members are matched to destination accounts by email and what becomes of anyone without one, the difference between keeping existing rows and replacing them, and a table of what deliberately does not import with the reason for each, because billing, plan overrides, worker placement, sync checkpoints and warmup pool membership belong to an instance rather than to a workspace
* feat: document org list, export and import in the warmblyctl reference and point the deployment guide at them as the supported route between a self-hosted install and the hosted service in either direction, adding every flag with what it does, the two extra environment variables those commands read and the difference between them (a missing KMS provider stops the command because sealed values cannot be opened, while a missing CREDENTIALS_ENCRYPTION_KEY is only a warning that mailbox credentials will not move), the behaviour when Redis is down, and the warning that an archive carrying credentials is the most sensitive file this product produces
* feat: record in AGENTS.md that a migration adding an organization-scoped table is not finished until that table is registered in internal/app/orgtransfer/spec.go, either in Tables with its group and scope or in ExcludedTables with the reason it must not travel, because data left out of the registry is silently absent from every archive and nobody discovers it until a customer's migration lands on the other side missing a feature's data, and spelling out the four things that are easy to get wrong when adding one: dependency order, the group boundary that needs a Requires entry only when a NOT NULL foreign key crosses it, which of the two key domains seals a ciphertext column, and which columns name something only the source instance knows
* feat: rewrite the self-hosting docs against repo ground truth: turn the deployment guide into a full self-host guide (quick start with first-admin bootstrap via make grant-admin, .env secrets with exact key formats, PUBLIC_HOST derivation and HTTPS reverse-proxy vars, provider switches with build-tag caveats, mailbox OAuth, remote worker enrollment via SSH or wmenroll tokens, real CI image tags, upgrades and backups), rewrite the events page around the real NATS/Kafka bus topics and {type,body} envelopes, fix Kafka-era and make-target claims in architecture/local-development/deploy README, add API_PUBLIC_URL and drop the dead LOG_DISCORD_WEBHOOK_URL in env.example, and remove the docker-compose.kafka.yml comment pointing at a file that does not exist
* feat: make the self-hosting docs visual and skimmable by adding a Mermaid MDX component (client-rendered, theme-aware) to the docs site, condensing the self-host guide around a control-plane topology diagram, a worker enrollment sequence diagram, a dashboard screenshot, and symptom/check troubleshooting + optional-subsystem tables, and adding an execution-plane flowchart to the architecture page
* feat: stop the docs root flashing a 'Continue to the Warmbly docs' link before redirecting by navigating with an inline location.replace that runs during HTML parse, and demoting the visible link and meta refresh to no-JS fallbacks inside noscript
* feat: cut docs bulk and duplication by deleting three orphaned API pages that were stale forks of the reference section and were unreachable from the sidebar (porting their unique social sign-in, promo-code, and referral endpoints into api/reference/account-org.mdx as compact tables), condensing the deliverability and warmup guides to roughly half their length around tables instead of prose, replacing prose em dashes across the guides and MCP pages, and adding the required trailing slashes to internal links in 24 files
* feat: condense the sequences guide by about 40 percent, folding the switch-step deciders and branch conditions into tables and cutting restated prose while keeping every rule about threading, instant branches, reply matching, and stop on reply
* feat: condense the automations, unibox, advisor, and expressions guides by roughly 40 percent each, folding trigger lists, action catalogs, sending controls, and advisor checks into tables, adding a trigger-condition-action flow diagram to automations, and cutting restated prose while preserving every threshold, permission boundary, and rule
* feat: condense the mailboxes, campaigns, analytics, and team-roles guides by roughly 45 percent each, replacing prose walks through providers, rotation modes, lead statuses, counting rules, A/B confidence, and the permission matrix with compact tables and collapsing the four-way role grid into one capability table plus a one-line mapping
* feat: condense the AI-steps, security, and contacts-CRM guides by roughly 40 percent, turning sign-in methods, AI step modes, switch deciders, credit and failure behavior, import field mappings, and deal views into tables while keeping every safety boundary and dedupe rule
* feat: condense the meetings, notifications, AI-credits, and AI-assistant guides by roughly 40 percent, merging notification categories and their defaults into one table, collapsing credit costs, spend controls, and plan allowances into tables, and tightening the assistant page around its approval and permission boundaries
* feat: condense the integrations, collaboration, zapier, and make guides by roughly 35 percent, grouping the thirty-row Zapier and Make action lists into eight labelled areas, folding CRM default field mappings and presence indicators into tables, and promoting the destructive-action and unattended-delete warnings into callouts
* fix: correct three factual errors in the development docs: NOTIFICATION_EMAIL_DAILY_CAP=0 means uncapped rather than disabled (overEmailBudget returns false at limit<=0, so documenting it as a kill switch inverted the behavior), and the worker-SSH and warmup-pool migration citations in architecture.mdx pointed at pre-squash filenames that no longer exist or now belong to unrelated migrations, so both now cite the tables in 000001_baseline.up.sql
* feat: add the missing docs SEO primitives: a build-time sitemap.xml covering all 64 pages, a robots.txt that points at it and keeps the llms.mdx and og mirrors out of the index as duplicate content, and per-page canonical plus richer OpenGraph URL/title/description metadata
* fix: use the single real team@warmbly.com address everywhere a human is told to write in, replacing the invented hello/sales/legal/support inboxes across the marketing site, the transactional email footer, and the admin outreach composer default Reply-To (which pointed replies at a mailbox that does not exist), and collapse the contact page's two-inbox framing into one inbox with one published response time
* feat: index advisor findings by subject and parent entity so a list page fetches its whole surface once and every row resolves its own advice from the shared cache instead of firing a request per row
* feat: rebuild the advisor fix drawer as a three-screen resolution flow (why it fired with the measured evidence, the exact before and after, then an animated outcome with undo) with a progress rail and direction-aware transitions, and deep-link manual fixes to the screen where they are made
* feat: add AdvisorRowFlag, the inline per-row advisor indicator that renders on the mailbox or campaign the problem is about and opens that row's findings in an anchored panel instead of making the reader join a card list against a table
* feat: add AdvisorSummaryBar, a one-line collapsible page summary that replaces the stack of advisor cards above a list, counts the distinct rows implicated rather than the findings, and forces itself open only for critical or workspace-level advice no row flag can carry
* feat: put advisor advice on the mailbox row it is about in the accounts list, replace the card stack above the table with the collapsible summary bar, and support ?mailbox=<id> so a finding can deep-link straight to the mailbox detail instead of the top of the list
* feat: flag advisor findings on the campaign row in the campaigns list, including step-level copy problems which index onto their parent campaign since a step has no row of its own, and add the collapsible summary bar above the list
* feat: move the deliverability and contacts pages onto the collapsible advisor summary bar so their findings stop pushing the numbers they describe below the fold
* feat: add an ordered Steps field to advisor findings, persisted as text[] and always refreshed from the current build, and write real how-to steps for the deliverability checks that have no one-click fix (bounce rate, spam placement, tracking domain, and per-record SPF/DKIM/DMARC instructions)
* feat: write ordered how-to steps for the manual advisor findings where the remedy alone leaves someone stuck (broken template syntax, missing first-name fallback, unsubscribed contacts still enrolled, a campaign with no resolvable sender, and a mailbox that lost warmup pool standing) and correct the personalization detail that named a merge syntax this product does not use
* feat: show a mailbox's advisor findings at the top of its detail drawer, which is where both the row flag and the ?mailbox deep link now land
* feat: open the resolution flow from findings that have no one-click fix too, since the ordered how-to lives there and a card with no Fix button previously left the steps unreachable
* docs: document the per-row advisor flags, the collapsible page summary, the three-screen resolution flow, and the ordered manual steps for findings with no one-click fix
* feat: align the advisor summary bar to the px-5 page gutter used by SectionBar and the list rows on all four surfaces, instead of sitting flush against the edge while the table it describes is indented
* fix: stop the resolution drawer collapsing to zero height between screens by switching the step transition to popLayout with a layout-animated container, so the dialog resizes into the next screen instead of snapping shut and reopening
* feat: wire the advisor repository, narrator, service, tool registration, and background runner into the backend boot path so findings evaluate on a schedule and the assistant can read them
* docs: register the advisor guide in the sidebar, add its endpoint scope table to the API reference, and document the sandbox advisor showcase
* fix: darken the advisor nav badge to solid orange-600 on white instead of a pale amber-100 chip that read as a disabled control beside the sidebar's saturated indicators, and drop the critical badge to rose-600 so the two stay in the same weight class
* fix: use orange-500 for the advisor nav badge, matching the high-severity dot on the row it points at, rather than the darker orange-600
* feat: add an Auto safety class to advisor actions and mark the seven fixes autopilot may apply unattended (the cap cuts, the send-gap widen, the campaign limit matches, and the unsubscribe header), with a test pinning the boundary so nothing that halts sending or generates new outbound mail can drift into it
* feat: add advisor autopilot, which applies the auto-safe fixes unattended as the member who switched it on, resolving their live permissions each run so it fails closed when they leave the org, bounded to 10 changes per evaluation and audited per fix like any hand-made change
* feat: add the advisor agent fix, a bounded per-finding agent run that resolves the problems a settings change cannot (broken template syntax, bulk-reading copy, shared-inbox lists) as the calling member inside a tool allowlist scoped to the finding's category, metered per iteration and marked applied only when it actually called a write tool
* feat: surface autopilot and the agent fix in the dashboard, adding the workspace toggle that names exactly which changes it may make, an Auto chip on the findings it is allowed to take, and an agent-fix path in the resolution drawer that reports the tools it actually called rather than only its own account of them
* docs: document the agent fix and autopilot, naming the exact set of changes autopilot may make, that it acts as the member who enabled it and stops when they leave, and why the agent-fix endpoint is JWT only
* fix: gate the agent fix per detector instead of per category, so a missing DMARC record no longer offers a Fix-with-agent button it can never satisfy and then reports failure; findings whose fix lives in DNS or a provider console now show their manual steps, and the client is told which is which via agent_fixable
* feat: soften the advisor surfaces to translucent washes, replacing the filled nav badge with a tinted pill that carries its colour in the text, frosting the row panel and the resolution drawer, and turning the severity chips and cards into layers the page shows through
* docs: correct the agent-fix scope to name the findings it cannot resolve, and why a DNS record shows steps instead of a button
* feat: ship the actual DNS records for the findings that live outside the platform, with the provider's SPF include resolved, the DMARC record scoped to the sending domain and starting at p=none, the DKIM host plus the console that generates its value, and a tracking CNAME pointing at this install's own tracking host
* feat: render advisor snippets as labelled copy-button rows so a DNS record is one click per field rather than a text-selection exercise, with no copy affordance on a value the server could not supply
* docs: document the pasteable DNS records and the guarantee that every check offers a fix, an agent, or ordered steps
* fix: bump golang.org/x/text to 0.39.0 to clear CVE-2026-56852, a HIGH-severity infinite loop in norm.Iter that Trivy started failing the security scan on
Matthew Meszaros