Commit Graph
314 Commits
Author SHA1 Message Date
Matthew Meszaros 117affbb09 Merge remote-tracking branch 'origin/main' into fix/profile-avatar-persistence 2026-09-03 01:20:48 -07:00
Matthew Meszaros 3601147c7c feat: address review on the avatar persistence fix: avatar object keys carry a random nonce next to the millisecond epoch so two uploads in the same millisecond cannot share an immutably cached URL, the org avatar hooks capture the target workspace id when the mutation starts and patch the org pointer, list and current-org caches only for that id so a mid-flight workspace switch cannot stamp the avatar onto the wrong org, and the API docs describe the stored file deletion on remove as best effort 2026-09-03 01:15:10 -07:00
Matthew Meszaros f579497c81 feat: make profile and workspace avatar changes survive a refresh: user avatar upload and remove go through the user service so the cached /auth/me copy is dropped instead of serving the old avatar for 30 minutes, the org list mapper carries avatar_url into the persisted workspace pointer it previously discarded, the avatar mutation hooks patch the cached user, org pointer and org queries with the server's answer before invalidating, all four handlers delete the replaced or removed object under our own avatars/ prefix with millisecond keys so quick replacements cannot collide on an immutable URL, the org avatar removal is audited, the uploader copy stops promising WebP and GIF, and the API docs note that remove deletes the stored file (fixes #295) 2026-09-03 01:06:36 -07:00
Matthew Meszaros 16eed14501 feat: keep every frontend node_modules and build output out of the root Docker build context so a host forms/node_modules from a native make forms or make dev no longer overwrites the forms image's own pnpm install and aborts the build with ERR_PNPM_ABORTED_REMOVE_MODULES_DIR_NO_TTY, set CI=true in the forms, web and admin app build stages so pnpm reinstalls instead of prompting in a build with no TTY, and document the symptom on the troubleshooting page (#292) 2026-09-03 01:04:27 -07:00
Matthew Meszaros 53b932292b fix: address review findings on forms v2: the list aggregates query passed a Go int into a text concatenation so pgx could not encode it and starts, identified and the trend sparkline were always empty behind a silent degrade; the forms tables sat above campaigns in the org transfer order despite carrying a campaign_id foreign key, which would fail a full import; an imported forms domain inherited the destination workspace's stale verified flag; a form whose creator was offboarded stopped creating contacts because created_by is ON DELETE SET NULL, now falling back to the workspace owner; the forms mirror check never ran when only the web-side copy changed; and the bare metal guide asked for five DNS names while certbot requested a sixth 2026-09-01 09:49:06 -07:00
Matthew Meszaros 290f1f00aa Merge remote-tracking branch 'origin/main' into feature/public-forms
# Conflicts:
#	cmd/backend/main.go
#	docs/content/docs/guides/workspace-export-import.mdx
2026-09-01 09:29:53 -07:00
Matthew Meszaros 05d74dbe9f feat: forms v2, a full redesign of the hosted form and its builder: eight one-click themes, card/wide/split layouts with a brand cover panel, classic paged and Typeform-style focus modes split on a new page_break block, logo/cover/background uploads with size, fit and veil controls, an optional header bar that can span the page or sit with the form, a real HSV colour picker and font preview, per-contact personalized links that prefill and attribute without email verification, a render-token gate so the form JSON cannot be scraped without loading the page, funnel analytics with per-page drop-off and identified visitors, a leads-style forms list and responses table, and an organization custom forms domain verified by CNAME with hourly re-checks 2026-09-01 09:27:28 -07:00
Matthew Meszaros 128e314103 Merge remote-tracking branch 'origin/main' into fix/issue-277 2026-09-01 04:03:37 -07:00
Matthew Meszaros 33011468fb feat: rebuild the contacts bulk edit panel: a Will apply strip above the footer lists every queued change as a chip you can take back one at a time so a bulk write is never applied blind, the header names the segment or campaign the selection came from, add and remove pickers sit side by side under one heading behind small tinted glyphs instead of shouting green and red labels, the locally duplicated campaign picker is replaced by the shared CampaignMultiPicker so chips match the rest of the app, custom-field rows put key and value on one line with the type hint inline and mark a half-filled operation as skipped instead of sending it, and Escape now closes an open picker or the confirm before the drawer (with data-floating added to CategoryPicker) 2026-09-01 03:55:10 -07:00
Matthew Meszaros d6ddf1f170 feat: fix implicit-TLS SMTP on 465 and IMAP STARTTLS on 143 behind a stored per-mailbox security mode that accepts any port, stop worker ID churn orphaning mailbox assignments via flock-claimed persistent worker ids, give the unibox a standard mail-folder sidebar (inbox/sent/drafts/archive/spam/trash) backed by a provider-derived folder column, and expose the AI tool registry over REST for non-MCP function-calling agents (#283) 2026-09-01 03:53:19 -07:00
Matthew Meszaros 103145e970 feat: address the CodeRabbit review on the segment pin and campaign selection bar: the include override for a contact created inside a segment is now written inside the contact repository's own transaction (parsed and deduped alongside campaigns and categories, org-scoped, ON CONFLICT upsert) so a failed override write rolls the contact back instead of answering 200 with a membership that never happened, the service keeps only the pre-write existence check that turns an unknown segment into a 400, and the leads selection bar drops its bulk Delete inside a campaign so the destructive bulk action matches the row action and cannot delete workspace contacts from a Leads tab 2026-09-01 03:07:39 -07:00
Matthew Meszaros 55307b0ad9 feat: fix the segment dialog UI and make a contact created inside a segment join it (issue #285): the add-to-campaign picker now shows a humanised, colour-toned campaign status instead of the raw PAUSED_NO_ACCOUNTS enum, its footer wraps instead of clipping the hint mid-sentence and the Add leads button no longer breaks across two lines, campaign status labels move to a shared components/app/campaigns/status module, the Segments, Categories and Segment pages plus every unmapped settings and onboarding route get a document title so they stop reading Page not found, and POST /contacts takes a segments array that pins the new contacts in as include overrides (validated before the write, best-effort after it) which the New contact dialog sends when opened from a segment page 2026-09-01 02:57:30 -07:00
Matthew Meszaros 7b6830daa5 feat: say segments out loud in the API scope catalog: the READ_CONTACTS and WRITE_CONTACTS descriptions served to the API key dialog (and the docs permission table) now name segments, since segment CRUD, previews, member overrides and enrolment ride on the contact scopes and the picker never said so 2026-09-01 01:32:56 -07:00
Matthew Meszaros 5e87b1bbbf Merge remote-tracking branch 'origin/main' into feature/public-forms 2026-09-01 01:17:54 -07:00
Matthew Meszaros 60c9e316d9 feat: hosted lead-capture forms end to end: drag-and-drop builder with field settings, design panel, embed/share and submissions tabs in the dashboard, a public TanStack form app (forms/) served by the new standalone forms service (cmd/forms + internal/formserver) on FORMS_DOMAIN with per-form frame-ancestors CSP, honeypot/fill-time/Turnstile/per-IP submit protection and a same-origin JSON API proxying the backend internal API, form submissions creating contacts with categories and campaign enrollment plus realtime, audit, webhook and org-transfer coverage, migration 000114, seed forms, CI jobs, Dockerfile, systemd/nginx/compose manifests and docs 2026-09-01 01:17:51 -07:00
Matthew Meszaros 8db032a656 feat: address review on segment-campaign linking: a campaign_lead_removals table (migration 000115, orgtransfer-registered) records hand-removed leads so the automatic segment sync never re-adds them while a manual add or the one-shot enrol clears the record, PUT /campaigns/:id/segments rejects an omitted segment_ids so {} cannot detach everything, rows.Err checks on the four new link queries so a truncated read cannot commit as success, write-path enrolment syncs detached from the request goroutine with a per-org in-flight dedupe, per-campaign 30s deadlines in the sweep instead of one shared budget, and an error-with-retry state in the linked-segments dialog 2026-09-01 00:33:42 -07:00
Matthew Meszaros 66a105fb9f feat: make segments a live campaign audience and round out lead management (issue #277): a campaign_segments link table with GET/PUT /campaigns/:id/segments (max 20, replace semantics), immediate enrolment of linked-segment members as leads plus targeted re-syncs on contact writes, segment edits, pin-ins and imports and a 2-minute backend sweep for drift, waking active campaigns and restarting completed ones through the full launch checks; a Segments manager dialog and toolbar button on the campaign Leads tab; Remove from campaign as the row action and a selection-bar bulk action so leads can leave a campaign without deleting the contact; campaign and segment pickers in the CSV import wizard backed by a new segment_ids import option that pins imported rows as include overrides; a delete guard naming linked campaigns; orgtransfer registration, live repo tests and docs for all of it 2026-08-31 08:45:27 -07:00
Matthew Meszaros 773a3ecaf2 Merge remote-tracking branch 'origin/main' into fix/account-reverification-button-missing 2026-08-31 06:26:40 -07:00
Matthew Meszaros 9d9c126b76 feat: hyphenate the 24-hour window compound in the mailboxes guide gap-throughput note 2026-08-31 05:39:53 -07:00
Matthew Meszaros a657da3a1d Merge remote-tracking branch 'origin/main' into fix/cold-email-sending-defaults 2026-08-31 05:39:46 -07:00
Matthew Meszaros c28179e61f feat: raise the campaigns ramp_start/ramp_ceiling DB CHECK constraints to 5000 (migration 000113) so raised API bounds cannot 500 on the constraint, validate the effective ramp pair against stored values on partial updates, and fix the campaign/mailbox guides on the effective cap and the 600s gap throughput bound 2026-08-31 05:31:13 -07:00
Matthew Meszaros 896fc60f4d feat: add the missing mailbox re-verification flow (issue #274): POST /emails/onboarding/oauth/reauth/:id re-runs the provider consent for an existing Gmail/Outlook mailbox (login_hint preselect, same-address check, token rewrite keeping the stored refresh token) and PUT /emails/onboarding/smtp-imap/:id replaces SMTP/IMAP credentials after live validation; both resolve the credential-class error rows and reactivate the mailbox onto its worker, the drawer's Needs attention banner gains Re-authorize and Update credentials buttons, and the mailboxes guide documents reconnecting 2026-08-31 05:29:35 -07:00
Matthew Meszaros f35d7e5037 feat: address CodeRabbit review on the segment ID chip: narrow the API reference sentence to endpoints that operate on an existing segment, add an aria-label and a polite sr-only status to the copy button so the copied state reaches assistive technology 2026-08-31 04:19:20 -07:00
Matthew Meszaros d7a17a0149 feat: make the per-mailbox daily campaign cap configurable up to 5000 (issue #276): raise campaign_limit, campaign daily_limit and ramp start/ceiling validation to config.LimitMax, warn in the dashboard above 100/day, and update aitools, zapier and docs copy to match 2026-08-31 03:50:36 -07:00
Matthew Meszaros 55156a8964 feat: surface the segment ID for API integrators: a click-to-copy ID chip in the segment page header, a Copy segment ID entry in the segments list row menu, a Segments in the API section in the segments guide pointing at the CRUD, members and enrolment endpoints, and a note in the API reference on where the dashboard shows the ID 2026-08-31 03:47:12 -07:00
Matthew Meszaros 7a7c6051bc Merge remote-tracking branch 'origin/main' into feature/contact-segments 2026-08-30 02:07:56 -07:00
Matthew Meszaros b99e77c389 feat: replace the contact filter side sheet with an inline interactive filter bar: always-visible Category, Segment, Status and Campaign pills that apply on the spot, an Add filter menu for custom fields, date added, last updated, campaign count and (on Leads) lead status and engagement, editable pills with remove, a live matching count, Clear and Save as segment, half-filled custom-field pills kept out of the request, and docs for filtering the list 2026-08-30 01:57:38 -07:00
Matthew Meszaros 7dc6a9a26c feat: fold segments into the contacts area instead of a separate nav item: a Contacts layout with All contacts, Segments and Categories tabs, segment pages moved to /app/contacts/segments, a new Categories tab with live counts, rename, color, create and delete, a Save as segment button in the contact filter panel that opens the editor with the filters mapped to conditions, and ?category= pre-filtering of the contact list 2026-08-30 01:50:57 -07:00
Matthew Meszaros 072ff1a39c Merge branch 'main' into fix/issue-265 2026-08-30 01:05:03 -07:00
Matthew Meszaros 802c0913b0 feat: address review on the bare-metal guide: bind NATS to loopback through /etc/nats.conf and document token plus TLS auth before opening it to remote workers, clone and build as the unprivileged user with sudo install into /opt/warmbly/bin, and issue certificates with certbot certonly --standalone before enabling the nginx site 2026-08-30 00:21:16 -07:00
Matthew Meszaros 2e376bcd4a feat: make the tracking publisher honor user:pass@ or token@ credentials in NATS_URL by lifting them into async-nats ConnectOptions, since async-nats ignores URL userinfo unlike the Go client, and redact the userinfo from the connect log line 2026-08-30 00:21:16 -07:00
Matthew Meszaros 52916ab60d feat: verification evidence engine and Greptile fixes for #264: contact_verification_evidence ledger (migration 000111) fed by clean deliveries, human opens, clicks, replies and recipient-naming bounces from the send, tracking, reply and bounce paths, a decaying score that lets real mail outrank a probe and a newer bounce outrank older engagement, verification_confidence on every contact with a reasons list and animated Deliverability card in the contact drawer, per-organization probe breakers, undeliverable counts that ignore finished leads, tighter wiring comments, and docs 2026-08-29 23:49:33 -07:00
Matthew Meszaros 50663ef652 feat: document the segments endpoints, condition format, segment_ids search filter and the add/remove-segment sequence actions in the API reference, and note that segments travel in workspace archives 2026-08-29 23:45:06 -07:00
Matthew Meszaros abd2ebca97 feat: document segments in a new guide (building, overrides, sequence actions, using, limits), register it in the guides index and link it from the contacts guide 2026-08-29 23:45:06 -07:00
Matthew Meszaros 393caf6b3a feat: link the Compose self-hosting guide's Beyond compose section to the new Deploying without Docker page and the deploy/systemd and deploy/nginx assets 2026-08-29 23:37:22 -07:00
Matthew Meszaros e1599f6dc0 feat: register the bare-metal page in the Self-hosting docs section directly after the Compose deployment guide 2026-08-29 23:37:22 -07:00
Matthew Meszaros cc6783cb0a feat: add docs page Deploying without Docker covering backing services, building the Go, Rust, Elixir and Vite artifacts from source, hand-written config.js, warmbly.env and worker.env, systemd, nginx, claiming, native remote workers, upgrades, backups and troubleshooting 2026-08-29 23:37:22 -07:00
Matthew Meszaros a02ff7c936 feat: address verification overhaul for #264: MillionVerifier as a pay-as-you-go integration plugin with org-sealed key and automatic fallback to the built-in check, built-in prober gains domain cache, Microsoft/Yahoo fingerprinting, MX fallback, disposable/role sub-statuses and a self-check breaker, imports and POST /contacts accept verification results in any known provider vocabulary with auto-detected columns, verdict provenance and expiry columns (migration 000110), campaigns park at paused_undeliverable with re-verify/send-anyway instead of finishing, POST/GET /contacts/verification bulk actions and overview, launch gate override via acknowledge_list_risk, animated verification marks, banner and settings card in the dashboard, and docs 2026-08-29 23:11:22 -07:00
Matthew Meszaros 2a831e9783 feat: let a linked self-hosted instance sign Google and Microsoft mailboxes in through Warmbly Cloud's own OAuth apps and send with cloud-brokered access tokens: the cloud runs the consent (pool_link_mailboxes.managed, brokered state in Redis, the existing /addresses/*/callback completes it and redirects to the instance's /cloud-oauth/done), keeps the refresh grant, mints short-lived tokens at /pool-link/instance/mailboxes/:id/token and refuses them for revoked links, removed, inactive or blocked mailboxes; the instance mirrors such mailboxes without a credential (cloud_link_mailboxes.managed), ships them to the worker as brokered so goog/msgraph init on a token source that pulls from /api/v1/internal/cloud-link/token/:id, lets the consumer ignore cloud warmup tokens for enrolled mailboxes, and can adopt mailboxes connected directly on the workspace; Add account shows the cloud path and the adoptable list, and the Warmbly Cloud guide documents the model 2026-08-29 09:50:52 -07:00
Matthew Meszaros d621d9b79b feat: sign a new account in as part of registration: createAccount returns the user, both the verification-free and the code-confirm paths mint a session through finishLoginAs (2FA challenge included), /auth/register/confirm answers with that session instead of 204, and the dashboard drops into the workspace right after signing up instead of bouncing to the sign-in form 2026-08-29 08:41:34 -07:00
Matthew Meszaros 152f626469 feat: remove the free trial: a new hosted workspace starts on the free plan with no time limit, may hold up to 10 mailboxes (connected directly or through a linked self-hosted instance) and warm them in the free pool, and everything else (campaigns, inbox, contacts, CRM, integrations, API keys, audit) sits behind a Starter lock in the sidebar and a SubscriptionGate overlay until a plan is active; the pool-link allowance now counts every mailbox in the workspace, and the marketing site and guide say free workspace instead of 14-day trial 2026-08-29 08:34:22 -07:00
Matthew Meszaros b053a1ca80 feat: surface the Warmbly Cloud link where self-hosters already are: a skippable last onboarding step with the shared link card, a connect banner and dialog on the Mailboxes page, a Cloud badge plus the cloud's daily count and warm/pause/resume/remove items in each row's warmup menu, a cloud block in the mailbox drawer that replaces the local controls for enrolled mailboxes, the coverage notice pointing at the dialog instead of the marketing site, reads on /cloud-link open to any member and per-mailbox enrollment gated on manage mailboxes, and the guide updated for the new entry points 2026-08-29 08:05:11 -07:00
Matthew Meszaros 1247c712f3 feat: add make poollink-dev, a two-instance dev environment for the Warmbly Cloud link (a prod-like cloud with DEPLOYMENT_MODE=cloud, Stripe gates on with placeholder keys, Mailpit email verification and the Sunrise Labs pool seeded, next to a fresh unclaimed self-hosted instance whose WARMBLY_CLOUD_URL points at it), with status/setup-link/down/reset subcommands and a local-development docs section 2026-08-29 07:14:04 -07:00
Matthew Meszaros b75fdcf86c Merge remote-tracking branch 'origin/main' into feature/self-hosted-warmup-pool-access
# Conflicts:
#	internal/scheduler/warmup_scheduler.go
2026-08-29 07:10:38 -07:00
Matthew Meszaros 37b60b59d3 feat: let a self-hosted instance warm its mailboxes in the hosted pool: device-code link approved at /connect, instance-token API that enrolls SMTP/IMAP mailboxes as warmup-only accounts (no history import, non-warmup mail dropped), free for 10 mailboxes and unlimited on the seeded $15 pool plan, tier fallback to proven healthy mailboxes when a pool runs thin, local warmup stands down for enrolled mailboxes, Settings > Warmbly Cloud step flow and linked-instances page, docs guide, marketing copy, and fix SetWarmupLifecycle re-reading the row with an org-scoped lookup so every warmup start/pause returned 404 2026-08-29 07:09:04 -07:00
Matthew Meszaros 111a5a4034 feat: read the forwarded client address from exactly one operator-named header (TRACKING_CLIENT_IP_HEADER, default x-forwarded-for with the proxy-appended last entry, cf-connecting-ip only when configured) so a client-supplied CF-Connecting-IP passed through a generic trusted proxy can no longer choose the rate-limit bucket or the stored page-hit location, with tests and the configuration, env example and compose entries 2026-08-29 05:11:22 -07:00
Matthew Meszaros 5821fc2a1c feat: merge origin/main into the website tracking branch after PR #260 landed 000106_contact_source, renumber the website tracking migration to 000107, and fold the page_hit timeline type, its query source and its Website filter, meta line and expandable details into the reworked contact Activity tab and models from the contact-activity PR 2026-08-29 04:38:35 -07:00
Matthew Meszaros 8daefbe8c4 feat: address the Greptile review on website tracking by believing forwarded-IP headers only from TRACKING_TRUSTED_PROXIES (socket peer otherwise, proxy-appended last X-Forwarded-For entry, applied to pixel, click and page-hit paths), making IdentifyVisitor report whether it claimed the row so a lost identification race re-reads the visitor and splits onto a fresh record instead of attributing the hit to the wrong contact, forgetting the edge dedupe entry when a forward to the backend fails so the retry is counted, and trimming the new Go and Rust comments to the one-line style 2026-08-29 04:16:28 -07:00
Matthew Meszaros 896dc4fe3c feat: merge origin/main (campaign lead engagement filters, contact export org scoping) into the issue #255 branch, keeping both the engagement and the next-action sections of the campaigns guide 2026-08-29 03:40:13 -07:00
Matthew Meszaros a4739b63ec feat: add first-touch contact source attribution (migration 000106: contacts.source with a CHECK, source_detail, first_seen_at, existing rows stamped unknown) stamped at every creation site (dashboard manual/campaign, file import, Google Sheets sync, API key, AI assistant), write contact_created / campaign_added / campaign_removed / category_added / category_removed lifecycle events into contact_activities inside the same transactions as the links and merge them into the contact timeline, refactor FindNextRoutedPair's routing into a campaignRouter shared with a per-contact RouteContact and split CalculateNextCampaignTime into campaignSenders + placeCampaignSend so a read-only PreviewContactSend derives a contact's next step through the scheduler's own constraints, expose it as GET /contacts/:id/campaigns behind the contact service, render a per-campaign state panel, Campaigns/Lifecycle filter chips and expandable event rows in the Activity tab plus a Source section on Overview, cover it with TestLive* for the timeline events and the next-action preview (step wait, sending window, paused), and document it in the contacts, campaigns and API reference docs (issue #255) 2026-08-29 03:28:16 -07:00