Commit Graph
135 Commits
Author SHA1 Message Date
Matthew Meszaros d4ead05456 feat: persist campaign sequence canvas coordinates with x/y columns (migration 000053) plus a bulk sequence-layout service/repo path that scopes by campaign owner and never bumps updated_at 2026-06-30 10:06:20 +02:00
Matthew Meszaros 88266a797e feat: add migration 000052 indexing discount_codes on (created_at DESC, id DESC) so the admin discount list avoids a seqscan+sort once an org runs many promo codes 2026-06-28 05:58:25 +00:00
Matthew Meszaros fd25383719 feat: add migration 000051 creating the referral_codes, referral_attributions, and referral earnings ledger and transactions tables plus a plans.referral_reward_percent column 2026-06-28 05:09:50 +00:00
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 9d0c432be7 feat: let OAuth apps subscribe to webhooks by declaring a url/events/secret and materializing per-org endpoints gated by each grant's scopes, with secret rotation and delivery observability (migration 000050) 2026-06-15 08:11:20 +02:00
Matthew Meszaros 173736a004 feat: add a Stripe-grade webhook platform with a typed event catalog, HMAC-signed delivery, retries with backoff, endpoint ownership verification, per-endpoint throttling, an audit-spine event bridge, and firehose emit sites (migration 000048) 2026-06-15 08:11:20 +02:00
Matthew Meszaros ab24d8bbc8 feat: add a 'Fire event' action and campaign step that publish custom events to the realtime gateway (no public URL), an HTTP-request campaign step, a configurable automation dry-run test with per-step toggles, and fix the false 'updated by a teammate' toast on your own save 2026-06-14 09:52:49 +02:00
Matthew Meszaros fcdb31cda7 feat: OAuth apps always issue a client secret (drop the public/PKCE-only client type, secret required for the token exchange), add an app-logo upload endpoint, and align the docs to OAuth2 with optional PKCE 2026-06-14 09:52:49 +02:00
Matthew Meszaros 8c175d4221 feat: add an OAuth 2.1 authorization server (migration 000047 apps/codes/grants, app registration CRUD, authorization-code-with-PKCE authorize+token+refresh-rotation+revoke endpoints, RFC 8414 discovery, bearer-token validation wired into the auth middleware reusing the API-permission gates, scopes mapped to API permission bits) 2026-06-13 13:56:39 +02:00
Matthew Meszaros 331745ecc5 feat: add a generic per-automation inbound webhook trigger (inbound.webhook event, token-gated POST /api/v1/integrations/inbound/automation/:token, migration 000046 inbound_token, background graph run with the JSON body as event payload) 2026-06-13 13:04:10 +02:00
Matthew Meszaros 919af47d29 feat: select the realtime transport by PUBSUB_ENABLED in backend/consumer and auto-provision the Pub/Sub topics and per-topic subscriptions on boot so prod never publishes to a subscription the Elixir fanout never created 2026-06-13 06:26:48 +02:00
Matthew Meszaros a7a43e0c4c feat: rename the campaign sequences resource to steps across the API and URL (/campaigns/:id/steps), the JSON fields (target_step_id, step_id/step_name/step_index, analytics steps[], create body steps), the web client/models/route segment/labels, the audit step entity type, and the wire-contract docs; internal Go type names and the Kafka avro schema stay 2026-06-12 09:38:11 +02:00
Matthew Meszaros 0fd3d03f55 feat: add org-wide team presence privacy columns (presence_show_online, presence_show_activity) with update plumbing and a PRESENCE_POLICY_UPDATED realtime event so a settings change re-gates connected sockets live 2026-06-12 05:59:01 +02:00
Matthew Meszaros ba3ab98e1e feat: bridge realtime events over Redis pub/sub when Google Pub/Sub is unconfigured (RedisBus publisher in backend/consumer plus Realtime.Redis.EventSubscriber and a shared EventBroadcaster) so dashboard live updates and presence-driven collaboration actually fire in local dev 2026-06-12 04:49:58 +02:00
Matthew Meszaros 8540f7db15 feat: members can hold multiple roles — join tables for member/invitation role sets (migration 000044) with effective permissions as the bitwise OR recomputed on every assignment and role edit/delete, role_ids in invite/update APIs, multi-select checkbox role picker with colored chips in roster and invite flow, freely deletable roles 2026-06-11 11:24:19 +02:00
Matthew Meszaros 091b39f34e feat: roles become workspace data — seed editable Admin/Manager/Viewer rows per org (migration 000043 with member backfill), require role_id for invites and role changes, add role colors with a shared colored RoleSelect dropdown in the roster and invite flow, and rebuild Roles & access around real roles with an Owner reference column 2026-06-11 10:18:45 +02:00
Matthew Meszaros edd4524007 feat: custom organization roles backend (organization_roles table with write-through member propagation, CRUD endpoints with anti-escalation and in-use guards, custom-role invites and assignment via role_id, audited as role entity) 2026-06-11 09:39:52 +02:00
Matthew Meszaros 8732805934 feat: replace signed click redirects with server-side link tickets (tracked_links store, internal resolver API, opaque /c/<id> URLs, layered anti-probe caches with miss budget and circuit breaker) removing TRACKING_LINK_SECRET entirely 2026-06-11 09:30:21 +02:00
Matthew Meszaros 014cbe79fa feat: label machine opens (Apple MPP prefetch, UA-less fetchers) with human-open upgrade semantics, exclude them from open-triggered automations, and surface the auto-open count in workspace and campaign analytics (migration 000040) 2026-06-11 08:33:09 +02:00
Matthew Meszaros abdfd05c34 feat: org-scope realtime events (inbox, campaign, tracking, account health) and emit EMAIL_SENT/EMAIL_REPLIED/EMAIL_DELETED pulses so the whole team's dashboard updates live 2026-06-11 07:43:57 +02:00
Matthew Meszaros c800081987 feat: store envelope-encryption DEKs per organization
Mailboxes, integration tokens, and message content are organization
assets. Keying their DEK by the connecting user meant offboarding that
user made every ciphertext they created unreadable.

Migration 000039 drops user_encrypted_keys and creates
organization_encrypted_keys keyed by organization_id. The new table has
no FK on purpose: platform secrets live under the zero UUID (no
organizations row), and DEK rows must never cascade-delete because a
lost DEK is unrecoverable.

Pre-production, so there is no data migration; ciphertexts sealed under
the old per-user DEKs are abandoned with the table.
2026-06-10 17:15:47 +02:00
Matthew Meszaros c40a83c22d feat: add two factor auth core
Adds TOTP enrollment state, sealed secrets, recovery codes, pending login challenges, and the auth-service login gate for users with 2FA enabled.
2026-06-08 15:04:36 +02:00
Matthew Meszaros e67ee189a2 feat: add in-app notification core
Adds the persisted notification feed, user preferences, realtime notification events, and advanced-service notification hooks for replies and deliverability health events.
2026-06-08 15:04:29 +02:00
Matthew Meszaros ad7c87acca feat: expand deliverability metrics 2026-06-08 12:03:23 +02:00
Matthew Meszaros 5f7ac801ba feat: execute automation graphs 2026-06-08 12:03:11 +02:00
Matthew Meszaros 1199a17f7e feat: add automation persistence 2026-06-08 06:55:07 +02:00
Matthew Meszaros e6b2f233a1 feat: expand integration and meeting APIs 2026-06-08 06:25:40 +02:00
Matthew Meszaros fcef5008c4 feat: add CRM task team assignment 2026-06-07 19:32:37 +02:00
Matthew Meszaros 59499ae6a9 feat: track instant action fires per event 2026-06-07 17:24:01 +02:00
Matthew Meszaros 35ae3efe86 feat: default campaigns to stop on reply 2026-06-07 17:22:46 +02:00
Matthew Meszaros b1518579bb feat: fire reply branch actions instantly 2026-06-07 12:39:27 +02:00
Matthew Meszaros 384cf868db feat: store campaign reply classifications 2026-06-07 11:46:38 +02:00
Matthew Meszaros 62da3c3e3d feat: add organization teams API 2026-06-07 07:03:49 +02:00
Matthew Meszaros f4c738de06 feat: add customizable CRM task types 2026-06-07 06:18:01 +02:00
Matthew Meszaros 0ac0ba80ca Merge remote-tracking branch 'origin/main' into feature/crm-system 2026-06-06 19:42:26 +02:00
Matthew Meszaros 050d09c961 feat: add cross-pipeline deals search surface
Replace the client-side, 100-row-capped deals board as the default view
with a server-driven cross-pipeline table so totals stop lying at scale.

- POST /crm/deals/search: faceted filter body (query, status, pipeline,
  stage, owner, campaign, value range, close-date range), whitelisted
  sort, offset pagination, and Contact/Stage/campaign hydrated via JOIN.
- POST /crm/deals/summary: COUNT + SUM(value) per status and per stage
  over the same filter, with a mixed-currency guard, so header and board
  column totals are true server aggregates.
- DealsTable: cross-pipeline default view (infinite scroll, server
  filters/sort, honest summary stats) with a Table|Board toggle; the
  kanban stays as the single-pipeline working view.
- Deal attribution: campaign_id + source_mailbox_id columns + indexes
  (migration 000022) as groundwork for revenue lineage.
2026-06-06 19:42:20 +02:00
Matthew Meszaros a95a4e206e feat: add unibox thread label models
Add the conversation-label join table and expose thread label fields on the Unibox response models so inbox rows and overview data can carry category metadata.
2026-06-06 19:37:19 +02:00
Matthew Meszaros da82993846 feat: add campaign workflow backend support
Add sequence action-node storage and execution, template conditional rendering, lead progress state, profile updates, webhook fan-out throttling, and supporting repository fixes.
2026-06-06 07:49:52 +02:00
Matthew Meszaros e92ec7c661 feat: add ai writing credit backend
Add an organization credit ledger with idempotent consumption, plan credit grants, Anthropic/OpenAI writing providers, and a gated generation endpoint for campaign writing assistance.
2026-06-05 06:03:32 +02:00
Matthew Meszaros 3c440a9f0c feat: add campaign attachment endpoints
Persist campaign attachment metadata, enforce attachment storage quotas, and expose list, upload, and delete routes backed by object storage.
2026-06-05 06:03:13 +02:00
Matthew Meszaros 630e69037a feat: add per-step campaign ab variants
Scope campaign A/B variants to individual sequence steps and select step variants deterministically per contact and step. Keep campaign-level variants on the existing assignment flow.
2026-06-05 06:03:00 +02:00
Matthew Meszaros 2a2e248ad9 feat: add campaign sequence branching backend
Store per-step branching conditions, validate branch targets, and select campaign contact steps by following the flow graph. Preserve linear progression for steps without branch conditions.
2026-06-05 06:02:55 +02:00
Matthew Meszaros 5b9029d2a8 feat: add campaign schedule windows backend
Store per-day schedule windows on campaigns and validate updates before persistence. Use the schedule windows in campaign scheduling, including legacy day/time derivation for existing campaigns.
2026-06-04 18:56:43 +02:00
Matthew Meszaros d6f055da19 feat: add lead sync backend 2026-06-04 11:49:55 +02:00
Matthew Meszaros e1e02c5c18 feat: add campaign send controls backend 2026-06-04 08:53:23 +02:00
Matthew Meszaros 1afe453eb0 feat: add deliverability controls
Add seed inbox-placement testing with admin management, placement result polling, and seed mailbox persistence.

Add pre-send email verification, invalid-recipient skipping, warmup-health campaign gating, and RFC 8058 one-click unsubscribe headers/endpoints.
2026-06-03 16:47:53 +02:00
Matthew Meszaros b0b712a43f feat: refine warmup content admin
Treat warmup content as a shared library in settings and admin tables, and realign the conversation pick index with segment-based selection.

Add generation job details and fix warmup placement displays so backend percentages and provider counts render correctly.
2026-06-03 11:32:09 +02:00
Matthew Meszaros 2009780beb feat: add warmup batch generation
Add OpenAI Batch API support for warmup content generation, including job metadata, polling, cancellation, and completed-batch ingestion.

Share the generation prompt between sync and batch modes and humanize/lint generated threads before storing them in the warmup content library.
2026-06-03 11:14:33 +02:00
Matthew Meszaros 35fbf73347 feat: persist warmup engagement dwell
Store delayed warmup engagement actions in Postgres and drain them from the consumer so read, important, and star actions survive worker restarts.

Keep foldering and spam rescue immediate while routing delayed actions to the mailbox's current worker at fire time.
2026-06-03 11:14:02 +02:00
Matthew Meszaros de7e28d294 feat: add campaign deliverability breaker
Track complaint events in campaign progress and evaluate rolling bounce and complaint rates before auto-pausing campaigns.

Emit an early warning webhook when campaign deliverability enters the warning band.
2026-06-03 06:26:56 +02:00