Commit Graph
9 Commits
Author SHA1 Message Date
Matthew Meszaros c4aece241b feat: scope the tag, category and folder registries and unibox conversation labels to the organization instead of the creating user, so a teammate sees and can edit the labels the owner made, splitting a label two workspaces shared into one copy each and guarding every label write against ids from another workspace (#457) 2026-09-12 03:37:31 -07:00
Matthew Meszaros a6862477b3 feat: add a 'select all matching' selection to every contact list so a bulk action can cover the whole filtered set instead of only the loaded pages: a ContactSelection body (all + filters + exclude) on bulk update, bulk delete, verification, batch research, segment members and CRM push resolved server-side through a new SearchIDs that shares the search's WHERE builder, a Gmail-style banner and shared selection module in the contacts table, campaign Leads and segment members views, an uncapped select-all in the From contacts picker, and fixes for the keyset cursor comparing a row against itself (contact pagination repeated and skipped rows past page one) and the dashboard sending custom-field filters under the wrong wire name 2026-09-08 05:19:59 -07:00
Matthew Meszaros 889b96c38e feat: address the CodeRabbit review on the campaign restart PR by turning on Keep running for a form's campaign only after every field is validated and failing the form save on any error other than a foreign campaign, running the automation's campaign flip before the automation is saved and failing the save visibly when the campaign is not the workspace's or the flip does not land, and clarifying in the error-code table and the campaigns API reference that no_leads covers a campaign that never had a lead while one whose leads all finished starts and waits 2026-09-07 02:55:12 -07:00
Matthew Meszaros 5d60fe9a21 feat: fix campaign restart dead end (issue #340): resolve preflight tracking senders through the same explicit/tags/all pool the scheduler uses so a connected mailbox is never reported missing, fetch the launch dialog's step count from the steps endpoint instead of a field the campaign API never returns, turn on Keep running for new leads when a form or an automation feeds a campaign (migration 000131 backfills existing ones) and when a member starts a campaign whose every lead has finished so it goes active and waits for leads instead of answering 400, return waiting_for_leads from the start endpoint for the dialog's success screen, and document the no_leads and no_remaining_leads codes and the new behaviour in the campaigns, forms, automations and API docs 2026-09-07 02:26:50 -07:00
Matthew Meszaros 04a2ed59c9 feat: address the CodeRabbit review on the lead-intake PR by giving the webhook sink its own copy of every map payload so the automation goroutine never writes into the map still being marshalled for endpoint delivery, propagating contact lookup errors in the upsert action's skip mode and in the native actions adapter so a failed lookup is never mistaken for a missing contact, adding the contacts source CHECK as NOT VALID in migration 000129 to skip the table scan under the migration lock, defaulting a new create-or-update-contact node's email template to the address key the chosen trigger actually carries, correcting the n8n guide on which lead-form sources have a trigger node, naming API batches over 100 contacts among the silent bulk arrivals in the contacts guide, and updating the marketing automations page from nine to twelve triggers 2026-09-06 00:47:33 -07:00
Matthew Meszaros a3989f9d9c feat: turn automations into a lead-intake path so a Facebook, Instagram, LinkedIn or TikTok lead form pushed by Zapier, Make, n8n or any webhook becomes a tagged, campaign-enrolled contact without leaving Warmbly: add the warmbly.upsert_contact and warmbly.add_to_campaign built-in actions with templated field mapping, custom fields, tags, campaign and an if-exists policy, fire a rich contact.created event from the one contact write path (silent for file imports, sheet syncs and API batches over 100) and expose contact.created and form.submitted as automation triggers with condition fields, variables and sample data, carry an automation depth through events raised by an action so a flow that creates a contact cannot re-trigger itself past five hops, stamp automation-created contacts with the new automation source (migration 000129), share the campaign picker between the sheet sync wizard and the automation builder, document lead intake in the automations, Zapier, Make, contacts, forms, integrations, expressions and webhook pages plus a new n8n guide, mirror the new triggers and actions on the marketing automations page, and drop the 34 MB cli binary that was committed by mistake 2026-09-06 00:36:05 -07:00
Matthew Meszaros bb040828b1 feat: rework automation AI steps to mirror campaign step types with one agentic AI step plus an AI switch, per-case switch handles on the canvas, a Stop node, and a step-type add menu 2026-07-22 10:58:35 +02:00
Matthew Meszaros 03acdb87e3 fix: thread organization_id through contact, CRM, and unibox reads and writes so non-owner org members see and edit their workspace data, and backfill contacts.organization_id for single-membership users (migration 000049) 2026-06-15 08:11:53 +02:00
Matthew Meszaros ba89a932cd feat: run the label_email action on reply — campaign instant and scheduled paths via advanced LabelThread/LabelLatestThreadForContact, automations via execNativeAction reading thread_id and _user_id from the reply payload — and move the native-actions adapter to a shared package wired into the consumer too so reply/bounce/warmup automation actions stop silently failing 2026-06-12 16:44:16 +02:00