Commit Graph
198 Commits
Author SHA1 Message Date
Matthew Meszaros 44b2c18906 feat: address review on cloud-managed mailboxes: the consumer now asks the cloud to vouch for a warmup token in a mailbox it warms (GET /pool-link/instance/mailboxes/:id/warmup-tokens/:token) and files anything unverified as ordinary mail instead of dropping on a sender-controlled header, disconnect keeps local mirrors and the link until the cloud confirms the instance is released so managed mailboxes cannot be stranded, and long narrative comments are cut to one line 2026-08-29 10:07:36 -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 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 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 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
Matthew Meszaros 27630eec0a feat: add website visitor tracking for issue #255 with migration 000106 (website_tracking_settings, website_visitors, website_page_hits, all registered in the orgtransfer spec), a consent-gated dependency-free tracking.js served by the Rust tracking service with a rate-limited, size-capped, prefetch-filtered POST /p ingest that forwards to a new backend internal page-hits endpoint for server-side user-agent and GeoIP enrichment, contact identification only through the click ticket the redirect appends to registered hosts, a per-workspace retention job, page_hit events with an expandable detail view in the contact Activity timeline, a Settings > Website tracking page for the snippet and consent, location and retention configuration, realtime PAGE_HIT fanout, and a website tracking guide plus endpoint, export and configuration docs 2026-08-29 03:25:50 -07:00
Matthew Meszaros 4cee178c7a Merge remote-tracking branch 'origin/main' into fix/issue-244-reserve-hold 2026-08-28 23:33:26 -07:00
Matthew Meszaros 35e8f95f2a feat: make a release from the mailbox hold land where the rebalancer would put it by running lifecycle.Decide against the mailbox's current warmup health through a new GetLifecycleCandidate repository read, so an unhealthy mailbox goes straight to resting instead of sending cold for up to an hour before the hourly pass rests it again, report that outcome in the drawer toast and the API reference, and condense the new hold comments in the email service, backend wiring, repository, hook, client and drawer to the one-line form the repo convention asks for 2026-08-28 23:30:15 -07:00
Matthew Meszaros 84700bae8d Merge remote-tracking branch 'origin/main' into fix/issue-241
# Conflicts:
#	cmd/consumer/main.go
#	docs/content/docs/guides/deliverability.mdx
#	internal/app/auth/login_risk.go
#	internal/app/auth/provision.go
#	internal/app/contact/import.go
#	internal/app/orgrisk/service.go
2026-08-28 23:06:07 -07:00
Matthew Meszaros 6bb2a3d0c2 Merge remote-tracking branch 'origin/main' into fix/issue-245-resolution 2026-08-28 22:51:37 -07:00
Matthew Meszaros 5c832461b0 feat: wire the unreachable reserve send-lifecycle state to a real per-mailbox hold (POST /emails/:id/hold and /release behind manage_emails and WRITE_EMAILS, SetSendHold on the email service forcing the lifecycle past the rebalancer guard, a Hold from campaigns toggle on the mailbox drawer's Overview tab with the reserve notice rewritten to point at it, warmblyctl mailbox hold/release, and docs in the mailboxes guide, API reference and scope map), and drop the warming state nothing ever set from the model, the web type, the docs table and the DB check via migration 000104, which folds any legacy warming row back to active 2026-08-28 22:47:31 -07:00
Matthew Meszaros 0ab947dc5d Merge remote-tracking branch 'origin/main' into fix/issue-241 2026-08-28 22:47:28 -07:00
Matthew Meszaros a5ea55bba5 feat: give a suspended workspace a way back, because risk_state was a one-way door: the derived band is no longer pinned at suspended by the UPDATE in pg_org_risk, an operator's decision is now an explicit risk_override that outranks the score and survives every later detector write until it is lifted, the one-shot detectors (signup origin, import list quality, repeated sign-in anomalies) file findings with a 30-day expiry that a six-hourly consumer sweep retires so a score falls on its own, migration 000104 backfills that expiry onto findings already on file, and four admin endpoints plus an Abuse posture panel in admin/ let an operator finally read the evidence the customer endpoint withholds, retract a finding, pin a band and lift the pin; also stops the reviewing admin's identity reaching the tenant's own audit feed (which resolves an actor to a name and email) by recording the platform as the actor there and the operator in the admin trail, and stops risk_signals riding along in a customer-downloadable org export 2026-08-28 22:42:57 -07:00
Matthew Meszaros 2b25e32f6b feat: judge an organization's abuse posture on what it did rather than on what it looks like, so an agency opening client workspaces from one office under one operator identity and connecting the mailboxes in an afternoon lands on watch instead of restricted: findings now carry a circumstantial/substantive class, shape is capped at 40 points and can never move a band past watch, the signup address and identity clusters count once as one family, the signup finding is substantive only when the domain is really disposable, list_quality retracts on a later clean import, and the nightly sweep gains a recipient-outcome pass scoring 30-day bounce and complaint rates against the provider bands so a band still has evidence it may act on 2026-08-28 22:41:44 -07:00
Matthew Meszaros bd126e7c89 Merge remote-tracking branch 'origin/main' into fix/issue-144-resolution 2026-08-28 22:03:23 -07:00
Matthew Meszaros 4ddcb24bcd feat: make the campaign content check actually fire, fixing a link cap that counted zero links on every HTML email because the URLs live in href attributes that tag-stripping discards, a preflight that scored wait and action nodes as copy and so failed every campaign using one at 55/100 because GetSequencesByCampaignID never selected the kind column, a content_warning log level of "warning" that never matched the dashboard's "warn" amber tier, an unvalidated min_content_score an API caller could set to 5000, attachments the send path scored but preflight ignored, and a docs claim of live editor scoring that was really a manual button 2026-08-28 21:54:29 -07:00
Matthew Meszaros c28ef3e82a feat: keep a restricted or suspended workspace out of the premium warmup pool by checking the organization's risk posture before the stored warmup_pool_type in resolveWarmupPoolType (tasks and email services), which is never empty so the restricted branch below it was dead code, make the scheduler's recipient-capacity count risk-aware the same way, wire the org risk repository into the email service, and refuse the premium membership move in UpdateEmailAccountWarmupPoolType while the owning organization is restricted so a worker rebalance cannot readmit a risky tenant 2026-08-28 21:26:57 -07:00
Matthew Meszaros becbc5bb18 Merge remote-tracking branch 'origin/main' into feat/149-ato-signals
# Conflicts:
#	docs/content/docs/guides/security.mdx
2026-08-28 12:26:55 -07:00
Matthew Meszaros b8ddf2bc83 chore: merge main, keeping both background jobs 2026-08-28 12:12:51 -07:00
Matthew Meszaros e31286d973 feat: retract findings that no longer hold, exclude private IPv6, and fix the containment operator that let loopback through: a cluster ageing out of the lookback or a mailbox burst ending left its weight on the workspace permanently, so the score could only ever climb, and each detector now clears itself from organizations that stopped matching before recording the current ones; the private-address filter covered only IPv4, so an IPv6-only self-hosted install would have clustered as a ring; and it used << rather than <<=, which is strictly-contained and therefore excludes an address from the prefix describing exactly it, so ::1 was never inside ::1/128 2026-08-28 12:12:28 -07:00
Matthew Meszaros 9f23c663c4 feat: give a cold mailbox a rotation lifecycle so a tired one can rest (#237)
* feat: give a cold mailbox a rotation lifecycle so a tired one can rest and come back, instead of running at full volume until a hard band trips: send_lifecycle is warming, active, resting or reserve and decides whether cold sender resolution offers the mailbox at all, which is a different axis from risk_band deciding which worker and IP host it, so a resting mailbox is still a clean-band mailbox that keeps its warmup traffic and its reputation; the hourly rebalancer rests a mailbox at throttled and worse but never at watch, since watch is defined as the band that changes nothing a customer can feel and leaving cold rotation is very much something they feel, and a rested mailbox returns only after three clean days so one good hour cannot bounce it back to full volume; reserve is the owner's hold and is never overridden, the default is active so no existing mailbox changes on deploy, and the state never travels in a workspace archive because it is this instance's decision about sending it watched

* feat: stop a query error re-admitting rested mailboxes, make probation measure healthy time, and rotate the candidate window so no mailbox starves: sendLifecycles returned a nil map on failure and an unresolved state reads as active, so one bad query quietly put every resting and reserved mailbox back into cold rotation, and the gate is now applied only when the states were actually read, with the skip logged rather than silent; ReadyToResume measured total time resting, so a mailbox that sat unhealthy for three days resumed on its first healthy tick having served no clean time, and an unhealthy evaluation now restarts the streak; and ordering candidates by send_lifecycle_since put every never-moved mailbox equal-first, so on an install with more than one page of them the same page was re-examined forever, which a checked-at stamp and its index fix
2026-08-28 12:08:52 -07:00
Matthew Meszaros 78ec522758 feat: challenge a sign-in that could not physically be the same person, which a remembered device cannot catch because an attacker holding the cookie looks familiar: sign-ins were only ever a Redis device fingerprint with a TTL, so nothing durable recorded WHERE an account was used and there was nothing to compare a new one against; login_history keeps a bounded window per user, the geo lookup gains the coordinates the city database already had, and a journey implying more than 1000 km/h forces the emailed code even on a known device; it declines to judge a first sign-in, a hop under 500 km, an interval under two minutes or a missing position, because a false challenge locks a real person out of their own account and that is the worse failure, and repeated anomalies inside a fortnight reach the workspace posture while one odd trip does not 2026-08-28 12:08:17 -07:00
Matthew Meszaros 375c5ea8dd chore: merge main 2026-08-28 12:01:49 -07:00
Matthew Meszaros 021c0061d3 chore: merge main 2026-08-28 11:58:50 -07:00
Matthew Meszaros 02a1ab524a feat: sweep for cross-account patterns nightly, since every other control watches one subject 2026-08-28 11:58:49 -07:00
Matthew Meszaros 8ef6ee5545 feat: measure an uploaded list at import, and say what it looks like (#236)
* feat: refuse a launch whose list is known to be largely undeliverable

* feat: count the deliverable audience in SQL instead of subtracting two overlapping totals, surface the unverified advice, and stop a query error skipping the gate silently: a contact can be both suppressed and unsubscribed, so Total minus both removed it twice and inflated every share computed against the remainder, which for a fully overlapping list produced a negative deliverable clamped to zero; the unverified-list branch set a summary and remediation but neither Block nor Warn, and a preflight report only surfaces checks that did not pass, so that advice could never be displayed; and a failed audience query was treated as a pass, which is fail-open on a safety gate without even a log line saying the check did not run

* feat: measure an uploaded list at import time and report what it looks like

* feat: document the import assessment and show it in the wizard

* feat: count only sendable leads as invalid, and stop guessing which column held a malformed address: an invalid lead that was also suppressed sat in the numerator while Deliverable excluded it from the denominator, so a campaign whose sendable list was clean could project above 100% and be refused; every verification count now shares the deliverable predicate, and a row whose MAPPED address will not parse is recorded as malformed directly rather than scanning other cells for an at sign, which could pick up a notes field
2026-08-28 11:50:48 -07:00
Matthew Meszaros 64281cab57 chore: merge main 2026-08-28 11:48:44 -07:00
Matthew Meszaros 2492cba603 feat: give a cold mailbox a rotation lifecycle so a tired one can rest and come back, instead of running at full volume until a hard band trips: send_lifecycle is warming, active, resting or reserve and decides whether cold sender resolution offers the mailbox at all, which is a different axis from risk_band deciding which worker and IP host it, so a resting mailbox is still a clean-band mailbox that keeps its warmup traffic and its reputation; the hourly rebalancer rests a mailbox at throttled and worse but never at watch, since watch is defined as the band that changes nothing a customer can feel and leaving cold rotation is very much something they feel, and a rested mailbox returns only after three clean days so one good hour cannot bounce it back to full volume; reserve is the owner's hold and is never overridden, the default is active so no existing mailbox changes on deploy, and the state never travels in a workspace archive because it is this instance's decision about sending it watched 2026-08-28 11:48:44 -07:00
Matthew Meszaros 4b5686111e feat: refuse a launch whose list is known to be largely undeliverable (#235)
* feat: refuse a launch whose list is known to be largely undeliverable

* feat: count the deliverable audience in SQL instead of subtracting two overlapping totals, surface the unverified advice, and stop a query error skipping the gate silently: a contact can be both suppressed and unsubscribed, so Total minus both removed it twice and inflated every share computed against the remainder, which for a fully overlapping list produced a negative deliverable clamped to zero; the unverified-list branch set a summary and remediation but neither Block nor Warn, and a preflight report only surfaces checks that did not pass, so that advice could never be displayed; and a failed audience query was treated as a pass, which is fail-open on a safety gate without even a log line saying the check did not run
2026-08-28 11:39:53 -07:00
Matthew Meszaros 1e37fb6aa3 feat: capture and score a signup's origin instead of discarding it (#234)
* feat: give an organization one fused abuse posture, because every existing control watches a single subject and an actor slightly wrong on several axes sits under all of them: organizations gains risk_state, risk_score, risk_reason and an append-only risk_signals evidence blob, modelled on the warmup participant health machine that already works rather than a second vocabulary for the same idea; restricted cuts per-mailbox cold volume to a quarter and forces the free warmup pool so a risky tenant cannot spend the paid pool's shared reputation, suspended stops sending at the send gate, and watch deliberately changes nothing a customer can feel so evidence accumulates before anything is taken away; an operator's suspension outranks the derived band so a detector clearing cannot release a workspace a human suspended, transitions ride the audit spine to every teammate's dashboard, a banner says which limit is active and why rather than letting volume drop silently, and the posture never travels in a workspace archive since it is one platform's verdict reached from evidence the destination never saw

* feat: make the suspension actually stop sending, and emit the audit transitions the PR claimed: emailsend.SendEmail is only the manual and API path, so campaign and warmup sends went nowhere near the gate and a suspended workspace kept sending on its schedule, while the restricted multiplier floored every mailbox at one a day which quietly turned suspension into a trickle rather than a stop; the campaign scheduler now defers the whole campaign with a reason and the warmup task skips as org-suspended, since warmup is outbound mail from the same domains; separately the band change emitted no audit entry at all despite the entity type and the frontend spine entry both existing, so no banner moved for a teammate and there was no trail of who was restricted when, and only a real transition is logged so a detector re-recording the same finding cannot fill the feed; one of my own live tests also asserted how far out a slot lands, which depends on the hour the suite runs, and now asserts the property it was about

* feat: capture and score a signup's origin instead of discarding it

* feat: document what a signup records, and prove the origin write is on the account path with a seam test rather than only testing the scorer

* chore: drop the em dashes and trim the comments the review flagged
2026-08-28 11:26:44 -07:00
Matthew Meszaros b019174910 feat: give an organization one fused abuse posture (#233)
* feat: give an organization one fused abuse posture, because every existing control watches a single subject and an actor slightly wrong on several axes sits under all of them: organizations gains risk_state, risk_score, risk_reason and an append-only risk_signals evidence blob, modelled on the warmup participant health machine that already works rather than a second vocabulary for the same idea; restricted cuts per-mailbox cold volume to a quarter and forces the free warmup pool so a risky tenant cannot spend the paid pool's shared reputation, suspended stops sending at the send gate, and watch deliberately changes nothing a customer can feel so evidence accumulates before anything is taken away; an operator's suspension outranks the derived band so a detector clearing cannot release a workspace a human suspended, transitions ride the audit spine to every teammate's dashboard, a banner says which limit is active and why rather than letting volume drop silently, and the posture never travels in a workspace archive since it is one platform's verdict reached from evidence the destination never saw

* feat: make the suspension actually stop sending, and emit the audit transitions the PR claimed: emailsend.SendEmail is only the manual and API path, so campaign and warmup sends went nowhere near the gate and a suspended workspace kept sending on its schedule, while the restricted multiplier floored every mailbox at one a day which quietly turned suspension into a trickle rather than a stop; the campaign scheduler now defers the whole campaign with a reason and the warmup task skips as org-suspended, since warmup is outbound mail from the same domains; separately the band change emitted no audit entry at all despite the entity type and the frontend spine entry both existing, so no banner moved for a teammate and there was no trail of who was restricted when, and only a real transition is logged so a detector re-recording the same finding cannot fill the feed; one of my own live tests also asserted how far out a slot lands, which depends on the hour the suite runs, and now asserts the property it was about

* chore: drop a test that belongs to the signup-risk change and reached this branch by mistake, where the type it exercises does not exist
2026-08-28 11:20:19 -07:00
Matthew Meszaros b83a1a3ce5 feat: make send-time optimization actually schedule sends (#226)
* feat: make send-time optimization actually schedule sends, instead of being a documented setting with no caller: advanced.OptimizeSendTime had zero call sites anywhere in the codebase, so an org that enabled send_time_optimization through PATCH /outreach/settings changed nothing about when its campaign mail left, and the API reference said so in a callout; the campaign scheduler now resolves the recipient's timezone from the contact's timezone custom field, then the country-code suffix of its email domain, then the org fallback, and holds the slot until that clock reaches a preferred hour, raising hardFloor so the task handler reschedules rather than sending immediately, the snap is forward-only and never crosses the campaign end date, the default flips to off so no existing workspace silently re-times its sends, and Settings > Sending gives the block its first UI

* feat: stop the recipient-hour gate deferring a send forever, and fix the window parser that silently disabled every campaign schedule: recipientSlot now searches for a moment BOTH calendars accept and yields when they never meet, because raising a hard floor at an hour the sender cannot serve made every tick re-derive it, defer, wake in the sender's window and defer again; separately parseTimeOfDay accepted only the 15:04 layout while start_time, end_time, warmup_start_time and warmup_end_time are Postgres time columns pgx renders as 09:00:00.000000, so every read parsed to 0 and effectiveWindows read that as unconstrained, leaving both the campaign sending window and its day-of-week gate off for every campaign on the legacy fields and pinning warmup to its 08:00-20:00 fallbacks; Settings > Sending also gains the MANAGE_SETTINGS gate a direct visit needs
2026-08-28 09:46:39 -07:00
Matthew Meszaros 029bc27bfd feat: bind a browser sign-in to the browser that started it, so a handoff link cannot be forwarded: one-time state proves the callback answers a request this server made, not one THIS browser made, so anyone could run the flow against their own Google or OIDC account and send the resulting URL to someone else, whose browser would then hold the sender's session (RFC 9700 4.7.1); begin now mints a binding secret that never reaches the provider and never appears in a URL, the callback carries it into the handoff, and the exchange refuses a collection that cannot present it with sso_wrong_browser, while the comments this PR added are condensed to the constraint they exist to state 2026-08-28 01:44:39 -07:00
Matthew Meszaros 9ab42cfd65 feat: build the browser half of social sign-in, which was never wired: GOOGLE_CLIENT_ID was read at boot and made the login screen render a Google button, but the button opened a popup at /auth/google/login which no route served, and authService.GoogleAuth/AppleAuth had no caller anywhere in the codebase; internal/app/socialauth now runs Google and Apple through the flow generic OIDC already used (one-time state, PKCE, nonce, id_token verified against the provider JWKS, identity keyed on issuer and subject, JIT provisioning, the ban and 2FA gates), the redirect URI defaults to API_PUBLIC_URL/v1/auth/<provider>/callback and is logged at boot because registering the dashboard origin instead is the mistake that produces a valid OAuth client and a dead button, /auth/config advertises only providers the backend can actually complete, the SSO landing page no longer swallows a two_fa_required response, and OIDC_PROVIDER_NAME finally reaches the button it documents 2026-08-28 01:33:08 -07:00
Matthew Meszaros 1c4fcff558 feat: make the admin panel's broken queries run: seven statements referenced schema that does not exist and failed 100% of the time, so a force-stop wrote status = 'stopped' and stopped_at to a campaign_status enum and a campaigns table that have neither, the plan writes named a duration column that became duration_id long ago, the user rate-limit read and write named a daily_email_limit column that user_rate_limits has never had, and the user preview compared email_accounts.user_id (uuid) against a text parameter and then swallowed the error so every operator saw an empty mailbox list; the same uuid = text defect in GetUserEmails, which the prepare sweep cannot see because that WHERE clause is assembled at runtime, was a live 500 on GET /admin/users/:id/emails; a stop now parks the campaign at 'paused' like the owner-facing stop and records the reason the UI has always sent and the backend has always dropped into both the audit log and the owner's campaign feed, the plan writes resolve durations.title to duration_id and answer 400 rather than a constraint violation on an unknown period, the rate-limit editor now covers the seven real limit columns instead of one that never existed and patches insert-then-update in a transaction because every column is NOT NULL, AdminWorkerEmail.LastSyncedAt is a pointer so a never-synced mailbox stops being silently dropped from every admin list, and TestLiveEveryQueryPrepares now fails on undefined columns, tables, operators and enum values instead of only reporting them 2026-08-27 03:09:40 -07:00
Matthew Meszaros 0a8c3314d0 feat: stop one undeliverable address from wedging a whole campaign, and stop the pre-send verifier from inventing the verdict that caused it: campaign routing in FindNextRoutedPair now excludes contacts whose address verification refused them (invalid, or risky with the campaign's send-to-risky toggle off) because the pre-send gates in campaign_task.go skip those without recording progress, so the finder re-served the same lead every tick and the campaign never reached the healthy leads behind it; the SMTP prober no longer reads every 5xx reply to RCPT TO as a dead mailbox, since Postfix defers HELO/sender/policy rejections to RCPT time and the old default greeting of localhost made them arrive as 504 5.5.2 Helo command rejected against the recipient, so a 5xx now becomes invalid only when the reply names the recipient and degrades to unknown otherwise; the HELO name falls back to the APP_URL host and the probe is skipped outright without a public FQDN; migration 000095 resets the verdicts the corrected classifier would no longer reach so poisoned contacts are re-verified; and skipped leads now report as undeliverable in the Leads view and in the campaign completion log instead of sitting at Queued forever 2026-08-26 06:03:20 -07:00
Matthew Meszaros 8953b2a132 chore: delete repository junk that was never referenced by anything: the paseo worktree-tool config, the root .astro type output an astro run from the repo root left behind, the empty schema.sql, the stray root package.json plus pnpm-lock.yaml from an accidental pnpm add motion (every frontend tree owns its own manifest and lockfile, and CI only ever reads those), the zero-byte cmd/consumer/envsample, the empty web CampaignSearchProvider.tsx, six Go files holding nothing but a package clause, and models.WMailAdd which had no callers; root .gitignore now covers each of them so they cannot drift back in 2026-08-26 04:55:45 -07:00
Matthew Meszaros d396f53fc4 feat: add Delete and Duplicate campaign actions to the dashboard (issue #185): every campaign row and the detail header get a ⋯ menu (Edit, Duplicate, Start/Pause, Delete) plus a Delete card at the bottom of Settings, all permission-gated with a confirm that spells out what goes; DELETE /campaigns/:id is now organization-scoped instead of user_id-scoped so teammates can delete, runs in one transaction that also deletes the campaign's pending tasks and cancels a wakeup tick claimed at that moment (campaign_tasks only nulls its link, so those rows kept firing), removes attachment objects and publishes CAMPAIGN_DELETED so a teammate's open detail page is sent back to the list; new POST /campaigns/:id/duplicate copies the campaign row as a draft with steps and their branch graph rewired onto new step ids, tags, folders, senders with rotation reset, A/B variants, advanced settings and attachments (quota-checked, blobs undone if the copy fails) and none of the leads, progress, logs, counters, ramp level, guardrail trip or past dates, naming it (copy)/(copy N) inside the 50 byte cap without splitting runes; a claimed campaign tick whose campaign vanished now ends the chain instead of staying active forever; covered by TestLiveCampaignLifecycle* against real SQL, RemapBranchTargets and duplicateName unit tests and a react-query vitest for the list cache, with API reference, endpoint map and campaigns guide updated 2026-08-25 08:54:51 -07:00
Matthew Meszaros efa914025c feat: stop an active campaign sitting at "Queued / Not started" with nothing sending: a campaign is one self-perpetuating task, so a tick that found nothing due parked its successor at the literal next-due moment (three days out for a "wait 3 days" step) and that parked task was also the next time anything re-read the campaign, so leads imported meanwhile stayed invisible until it fired and the reconciler never noticed because it only re-seeds chains with no pending task; deferral parks are now capped at config.CampaignMaxDeferMinutes via scheduler.DeferSlot at all three enqueue sites (a tick that actually sent still parks at its paced interval, so send spacing is untouched), the reconciler re-checks any active campaign parked beyond CampaignStaleParkHours and pulls its wakeup forward when the real next slot is CampaignReparkMarginMinutes sooner, attaching leads to a running campaign wakes it immediately through one CampaignWaker seam in the contact service that covers add/update/bulk-edit/import/Sheets-sync, even distribution now paces across the whole sender pool via poolRemainingOn instead of the one mailbox the tick picked (a three-mailbox campaign was sending at one mailbox's rate), the flat +/-20 minute jitter that was wider than the interval it perturbed is scaled to half the distance to the slot so it stops landing slots in the past where notBefore collapsed them onto the min-gap, and on the dashboard a full-day window renders "12am-midnight" instead of "12am-12pm", the campaign lead strip uses the server's campaign-wide lead_counts instead of counting the 50 loaded rows, and channel state moves out of a ref into React state so a live campaign's panel stops reading "Disconnected" forever 2026-08-25 07:39:18 -07:00
Matthew Meszaros 15e139e15d feat: stop a campaign email going out twice when the progress write after dispatch is lost: a step is now RESERVED before its SEND_EMAIL reaches the bus (migration 000093 adds campaign_contact_progress.dispatched_at + dispatch_task_id, and ReserveSend takes the claim and the day's counters in one transaction) and routing treats a step as attempted on sent_at OR dispatched_at, so a crash or a failed stamp in the dispatch window can no longer read as "never sent" and email the same person again; the ON CONFLICT claim is exactly-once so two ticks racing the same pair cannot both send (the loser ends skipped_duplicate), the stamp is retried and escalated to the campaign feed instead of warned and swallowed, HandleEmailSent repairs a lost stamp from the worker's own confirmation, ReleaseSend gives a reservation back only when the command provably never left (a publish failure is ambiguous via ErrSendDispatchUnknown and keeps it), and StartStuckSendReclaimer walks back a reservation nobody answered after 30 minutes so a worker that died mid-send cannot park a lead in flight forever; live-tested in TestLiveLostProgressWriteDoesNotResend, TestLiveDispatchedSendIsNeverOfferedTwice, TestLiveConcurrentTicksSendOnce, TestLiveStuckDispatchIsReclaimed, TestLiveReclaimBelievesADeliveredSend and TestLiveInFlightSendIsNotOfferedAgain 2026-08-24 09:15:06 -07:00
Matthew Meszaros cbf4190f42 feat: make a custom tracking domain verifiable instead of permanently "Pending DNS": the CNAME target is now this install's TRACKING_DOMAIN rather than a hardcoded t.warmbly.com that resolves nowhere, matching is exact on the label boundary (or on shared addresses, so a provider-flattened CNAME stops reading as no record at all) instead of strings.Contains, and every outcome carries the reason plus what DNS actually returned, including when the tracking host the customer is told to point at has no record of its own; a pasted URL is normalized to its host and a malformed one is rejected up front instead of saved and left pending forever; only a VERIFIED mailbox domain is used at send time with the shared host as the fallback and a campaign-feed entry saying why; pixels and click tickets are built from the configured host, and with none configured mail ships untracked rather than carrying links to another deployment's tracking service; adds GET /emails/:id/track and POST /emails/:id/track/verify plus an hourly re-resolution sweep so a record that propagates later starts being used and one that breaks stops routing links; and scopes the tracking-domain write by organization like the read, which also fixes GET /emails/:id passing a user id to an org-scoped query and 404ing for every caller 2026-08-24 09:02:29 -07:00
Matthew Meszaros 6b614ad4bb feat: never hand a send to a worker that is not heartbeating (registry row plus the Redis heartbeat key, which the worker now sets at boot instead of 90 seconds later), because a command queued for a dead worker is neither executed nor answered; reload a worker's mailboxes the moment its boot heartbeat arrives instead of waiting for the reconciler's republish window, make the publisher fail instead of silently succeeding when no bus or object storage is configured, and log a send that could not reach a worker to the campaign feed as a red, retrying entry 2026-08-23 10:18:50 -07:00
Matthew Meszaros 8e0043878c feat: consume the worker's EMAIL_SENT and EMAIL_FAILED results in the consumer, which until now dropped them with a warning so a send the worker could not complete stayed stamped as sent and the lead sat at 'processing' forever: a failure now marks the task failed, walks the step back, gives the day's counters back, writes a red entry to the campaign activity feed, reopens a campaign that completed while the send was in flight, marks the lead failed after five attempts, and routes a recipient refused at RCPT into the bounce pipeline instead of retrying it; a one-off compose or reply failure is pushed to the mailbox owner; covered by an opt-in live test against Postgres and documented in the events page, the campaign guide, the contacts API reference and the agent notes 2026-08-23 10:18:40 -07:00
Matthew Meszaros 3739a36b67 feat: enforce the persisted SPF/DKIM/DMARC state as a real cold-send and warmup gate behind a 72h grace clock and an operator toggle, after first fixing the DMARC organizational-domain fallback in dnsauth so a dedicated sending subdomain covered by its parent's record stops reading as unauthenticated, adding auth_state to the four mailbox loaders that never selected it (which would have made the gate dead code), stamping auth_failing_since on entry to failing so a resolver hiccup can never stop a campaign, notifying the org on that transition, and reporting an all-gated pool as ErrDomainAuthFailing instead of a message about sending windows (#160) 2026-08-22 09:37:26 -07:00
Matthew Meszaros 94cf21d95e Fix truncated, unformatted and mis-encoded email content in the unibox (#137)
* feat: add internal/pkg/mailhtml, a mail-oriented HTML sanitizer and text flattener, because rendering a received message body means rendering the sender's markup: Sanitize builds on bluemonday's UGC policy but keeps what real email is made of (table layout attributes, inline CSS through the property-allowlisted style sanitizer, legacy font/center, data: and https: images) while dropping script, iframe, object and the text content of style/head blocks so a marketing email's stylesheet cannot render as body copy, forcing target=_blank plus nofollow/noreferrer on links and allowing only http, https, mailto and tel; ToText flattens the same input for previews, turning block boundaries into newlines and decoding entities back to the characters they stand for so an already-escaped body does not surface as literal &amp;; LooksLikeHTML reports whether a stored body is actually markup, which is how a body recorded as HTML by an older sync but containing no tag at all can be recognised as the plain text it really is

* feat: add internal/pkg/mailhdr for RFC 5322 header values, since headers are ASCII on the wire and every transport was writing raw UTF-8 into Subject and display names: Subject and AddressList RFC 2047-encode non-ASCII (a no-op on plain ASCII, and a bare address stays bare rather than being wrapped in angle brackets), DecodeWords reverses encoded-words with a charset hook wired to go-message so legacy encodings Go does not handle natively still decode, and Bare/BareList strip a display name down to the routable address for SMTP envelope commands where 'Ana <a@b.com>' in RCPT TO is a syntax error, promoting go-message from an indirect to a direct dependency

* feat: encode outbound Subject and address headers on all three transports, so a subject or sender name containing an accent, a currency sign or an emoji reaches the recipient as the characters the user typed instead of mojibake: SMTP and Graph were writing the raw string into Subject (only the Gmail transport encoded it) and Graph built its From by fmt.Sprintf rather than mail.Address, so a non-ASCII display name went out unencoded there too, and all three joined To/Cc/Bcc entries verbatim so an encoded display name never appeared even when the caller supplied one; additionally the SMTP envelope now takes bare addresses through mailhdr.BareList, because an API caller may pass 'Name <addr>' (the compose handler has a bareAddress helper precisely because that arrives) and passing that to RCPT TO gets the recipient rejected by the server

* feat: rewrite the IMAP body reader, which was the reason received mail from SMTP/IMAP mailboxes came back corrupted: it built one FetchItemBodySection with a hardcoded Part []int{1} and a comment saying it would adjust when recursing, which it never did, so on a multipart/alternative the text/plain bytes were fetched twice and the second copy was stored as the HTML body (plain text rendered as markup loses every line break, shows & as an entity and swallows anything inside angle brackets), and decodeIfNeeded never reversed Content-Transfer-Encoding at all, leaving quoted-printable bodies full of =E2=80=99 runs and = soft breaks and base64 bodies unreadable, while its charset detection parsed params off a media-type string that never carried any and its mail.ReadMessage call could silently eat leading body lines as headers; the reader now walks the body structure for real part paths, fetches every text leaf in a single FETCH with a server-side Partial size cap, decodes quoted-printable and base64 (tolerating a tail cut mid-quantum by the cap) then converts the part's charset to UTF-8 with go-message, skips attachment-disposition parts so a .txt attachment cannot stand in for the body, takes one part per type inside a multipart/alternative but treats sibling inline parts in mixed/related as additive, and is bounded at five text parts per message; the stored body cap also goes from 200 KB to 512 KB because 200 KB cuts real HTML newsletters mid-document

* feat: decode Gmail's raw headers and entity-escaped snippets, because the Gmail API hands header values back exactly as they arrived on the wire, so a message from a sender whose subject or display name was RFC 2047-encoded showed in the dashboard as =?utf-8?q?caf=C3=A9?= rather than as the text it stands for, and the API's own snippet field is HTML-escaped, so a preview containing an apostrophe surfaced as &#39; in the conversation list and, until the thread reader stopped rendering snippets as message bodies, inside the message itself; getSingleHeader now runs values through mailhdr.DecodeWords (a no-op unless the value actually contains an encoded-word, so Message-ID and the warmup token header are untouched), the comma-split fallback in getAddressList does the same for display names net/mail could not parse, and the snippet is unescaped once on the way in

* feat: fix the conversation-list snippet, which collapsed whitespace before splitting on newlines so the quoted-line and signature filters below it could never match a thing, stripped HTML with bluemonday's strict policy and then showed the escaped output verbatim so an ampersand in an HTML-only message read as &amp; and a marketing email's stylesheet text rendered as body copy, and cut at 100 bytes with text[:100] so a multi-byte character or emoji at the boundary became a replacement glyph; it now flattens HTML through mailhtml.ToText (entities decoded, style and script content dropped) including when a sender puts markup in their text/plain part, filters quoted history and everything past the RFC 3676 signature delimiter while the text still has lines, collapses whitespace afterwards, and truncates on a rune boundary at 200 characters

* feat: make GET /unibox/:id serve a display-safe body and stop it failing outright, sanitizing body_html through mailhtml before it leaves the API so every consumer gets markup that cannot execute rather than each call site having to defend itself, degrading a body blob that cannot be read to the message's preview text with a new body_truncated flag instead of returning 500 (which made a message with a missing blob unopenable, and hit every seed, sandbox and dev-history fixture row since only the '<seed-' prefix was recognised while the sandbox uses '<sbx-' and dev history '<dev-'), and treating a stored HTML body that contains no tag at all as the plain text it really is, because mail synced before the IMAP reader addressed parts individually recorded the plain part under both bodies and serving that as HTML is exactly what collapsed a ten-line message onto one line

* feat: escape composer text before turning it into the HTML part of an outgoing email, replacing body_html: trimmedBody.replace(/\n/g, '<br />') in both the compose window and the reply composer with a shared plainToHtml that escapes the five markup characters first, so an email containing 'Terms & conditions' no longer ships a broken entity and one containing anything in angle brackets ('<see attached>', 'a < b', a pasted tag) no longer has the rest of the paragraph swallowed by the recipient's mail client as an unclosed tag, while runs of spaces survive as non-breaking spaces and bare URLs become links without eating the sentence punctuation after them; the same unescaped plain-to-HTML pattern in the campaign step editor's applyTemplate now goes through promptToHtml, which escapes as it paragraph-wraps

* feat: render the real message body in the unibox thread reader instead of the list preview, which is the whole of the reported bug: ThreadView mapped each thread row to a UniboxEmail whose body was '<p>' + escapeHtml(m.snippet) + '</p>' and MessageBubble rendered that as the message, but a snippet is a preview capped at 100 characters with every run of whitespace collapsed to one space, so a ten-line email displayed as roughly two lines on a single continuous line, and Gmail's already-escaped snippet was escaped a second time so an apostrophe read as &#39;; each expanded message now loads its own body from GET /unibox/:id (the newest message and anything unread open on mount, older messages collapse to their preview line so a long thread does not fetch every body at once) and renders it in a sandboxed iframe carrying no allow-scripts, which keeps a sender's stylesheet from restyling the dashboard and means nothing in the message can run even though the API already sanitized it, sizing itself from the inner document as images load, with the preview kept as the fallback when a body cannot be fetched and a notice when only a preview is stored

* feat: document how a message body is read and returned, adding a 'Reading a message' section to the unibox guide covering the expand-on-open behaviour, that formatting and special characters are preserved as sent, that the conversation list preview is a summary and not the message, and that HTML mail renders in an isolated frame with links opening in a new tab, plus a paragraph in the API endpoint reference stating that GET /unibox and GET /unibox/thread return previews carrying snippet while GET /unibox/:id returns body_plain and a sanitized body_html, and what body_truncated means

* feat: add email_accounts.save_to_sent, the per-mailbox switch for filing a copy of outbound mail in the Sent folder, defaulting on because plain SMTP submission leaves nothing behind in the sender's account while Gmail and Outlook file their own copy through their APIs, making it a per-mailbox choice rather than a global one since a submission server that files the copy itself (Gmail's SMTP, Fastmail, Zoho) would otherwise end up with two of everything, which is exactly why every desktop mail client ships the same switch, and wiring the column through the Email model, the mailbox read paths and UpdateEmail so it is readable and writable from the dashboard and the API

* feat: teach the IMAP client to APPEND a sent message and the SMTP client to hand back the exact bytes it submitted, the two transport pieces the Sent-folder copy needs: AppendToSent resolves the folder from the RFC 6154 \\Sent special-use attribute first (requesting it only when the server advertises SPECIAL-USE) and falls back to matching the known names against both the full mailbox name and its leaf, since servers namespace as INBOX.Sent and localize the label, caches the result for the life of the connection, files the message flagged \\Seen and dated when it was sent, and returns a sentinel rather than an error when the account has no Sent folder at all; APPEND addresses its mailbox by argument and never touches the selected mailbox, so unlike the warmup MOVE/STORE actions it is safe to run while the sync loop is mid-fetch on the same connection

* feat: file a copy of every SMTP send in the mailbox's Sent folder, closing the gap where a message sent from Warmbly through an SMTP/IMAP mailbox existed only in the recipient's inbox: nothing appeared in the customer's own mail client, and nothing appeared in the unibox either, whose thread reader can only show messages the sync found in a folder, so a user who sent from the dashboard and then went looking for what they sent found no record of it at all; the worker now APPENDs the exact bytes the SMTP client submitted after a successful send, best effort so a failed append never turns a delivered message into a failed task, skipping warmup traffic because filing dozens of machine-generated messages a day would bury the customer's real sent mail, and skipping Gmail and Graph mailboxes entirely since their APIs file their own copy; the per-mailbox setting rides along on the add-email worker payload as a pointer so an older control plane that does not send the field is read as unset and takes the default rather than as an explicit no

* feat: expose the Sent folder copy as a mailbox setting in the dashboard, adding a 'Keep a copy of sent mail' toggle to the Settings tab of the mailbox drawer that only renders for SMTP/IMAP mailboxes (Gmail and Outlook file their own copy, so the control would be a lie there), tracked by the drawer's save bar alongside the other editable fields, and worded so the one case where it should be turned off is obvious: a provider that already saves its own copy, where leaving it on means seeing every sent message twice

* feat: document the Sent folder copy in the mailboxes guide and the API reference, explaining why the toggle exists at all (SMTP submission leaves nothing in the sender's own account, so without it a sent message shows in neither the customer's mail client nor the unibox thread), when to turn it off (a provider such as Gmail, Fastmail or Zoho that already files its own copy of anything submitted over SMTP, where leaving it on doubles every message), that OAuth Gmail and Outlook mailboxes never show the control because their APIs file the copy themselves, that warmup traffic is deliberately excluded, and that PATCH /emails/:id takes save_to_sent

* feat: add unibox_emails.body_text and its search index, because unibox search ran against search_tsv, a generated column built from subject and snippet, and a snippet is a truncated one-line preview, so searching for a phrase that appears in the third paragraph of an email returned nothing at all and read as broken search rather than as search that only covers the first line; message bodies stay in object storage where they belong, and what lands in Postgres is a bounded 16 KB plain-text rendering carried on the new-email worker event, indexed with a GIN expression index rather than a second stored generated column since adding one of those rewrites the whole table while this builds against a column that is empty on every existing row

* feat: index what a message actually says, adding mailhtml.SearchText (HTML flattened, entities decoded, whitespace collapsed, quoted history deliberately kept because a phrase someone quoted back at you should still find the conversation, truncated on a rune boundary) and computing it on all three sync paths so IMAP, Gmail and Graph mail all arrive with searchable text, writing it on insert, and widening the unibox search filter to match either the existing subject-and-preview vector or the body expression, written exactly as the new index declares it so the index is actually used

* feat: backfill the searchable text of messages that were synced before bodies were indexed, so search covers the archive a customer already has instead of only mail that arrives from now on, which would have made the feature useless on day one for exactly the people who need it; the sweep pages through unibox_emails by id, reads each body from object storage under the mailbox owner's key, renders it with the same helper the sync path uses and writes it back, at 100 rows per 30 seconds because nothing waits on it, and returns for good once a pass finds nothing left to visit, with rows whose stored body really is empty simply revisited after the next restart rather than needing a tried-and-failed marker in the schema

* feat: document that unibox search now covers message text and not just subjects and previews, in the search paragraph of the unibox guide where the old wording only promised that search stays inside the current scope

* feat: add generation.RenderThread, the shared way to put a conversation in front of a model, because every AI surface was grounding on preview snippets and a draft written from the first hundred characters of each email answers the greeting rather than the question; it strips quoted history and signatures (the earlier messages are already in the prompt on their own, so quoting them again spends the budget twice, though a reply written underneath the quote is kept rather than thrown away when there is nothing meaningful above the attribution line), spends a bounded character budget newest-message-first since the message being replied to matters most, degrades older messages to their preview line instead of dropping them once the budget runs low, and renders oldest-first so the transcript reads in order

* feat: add grounding reads to the unibox service and repository, returning message text (the stored body, falling back to the preview for mail synced before bodies were indexed) for a thread or for all correspondence with one address, kept deliberately separate from the preview queries and given their own result type so a 16 KB body can never leak into a list response by accident, capped at twenty messages whatever a caller asks for, and paired with a RenderGrounding helper so every AI surface formats a conversation the same way instead of each one rolling its own transcript loop

* feat: ground every AI writing surface in what the messages actually say, switching the unibox reply draft, the compose draft's correspondence history, the inbox agent's thread history and the assistant's read-thread tool from preview snippets to real message text through the new grounding reads, which is what makes a drafted reply answer the question that was asked rather than the first sentence of the email; the inbox agent's triviality gate also reads the reply's full text now, since a preview line cannot tell a one-word ack apart from a long message that happens to open with one, and the assistant tool returns a bounded body per message with quoted history stripped instead of a snippet field

* feat: say in the docs that AI drafting reads the messages and not their previews, in both the unibox reply-draft section (adding that quoted history is stripped and the newest messages get the most room, so a draft answers what was asked rather than the opening sentence) and the inbox agent's grounding section, where 'the full thread so far' was true of the message list but not of how much of each message the model actually saw

* feat: renumber the two new migrations to 000087 and 000088 after rebasing onto main, which landed its own 000085 (org data transfer) and 000086 (email sync state) in the meantime, so the sequence has no duplicate versions

* feat: add the two new API fields to the OpenAPI spec that landed on main while this branch was open, documenting save_to_sent on the Mailbox and MailboxUpdate schemas and body_truncated on UniboxEmail, and saying on body_html that what the API returns is already sanitized so a client can render it directly
2026-08-21 18:45:09 +02:00
Matthew Meszaros e143cb0628 feat: give warmblyctl an API-key half so agents and scripts can operate any Warmbly instance, ship in-repo agent skills that teach it, and cut the README quick start and self-hosting sections down to commands plus docs links (#135)
* feat: cut the README quick start and self-hosting sections down to the install command, one paragraph of what it does, and links out to the local development, first-run, deployment and warmblyctl docs pages, dropping the recovery if/then table, the MAIL_TRANSPORT invitation note and the dependency matrix that all duplicate those pages

* feat: give warmblyctl an API-key half so agents and scripts can operate any Warmbly instance including the hosted one, adding a raw passthrough (warmblyctl api get/post/patch/put/delete <path> with --data taking a literal, - or @file, and --idempotency-key) plus eleven typed families (me, campaign, contact, mailbox, inbox, analytics, settings, webhook, apikey, template, crm) driven by one spec table that generates dispatch, flags, per-command help and the request, covering list/get/create/update/delete, sequence steps, sender pools, preflight/start/stop/test-email, contact notes/timeline/import/export, mailbox behavior/verify/send and the six warmup controls, unibox threads/reply/compose/seen/agent-drafts/scheduled sends, outreach settings, webhook secrets and deliveries, and API key self-service, authenticated with Bearer wmbly_ keys from WARMBLY_API_KEY against WARMBLY_API_URL falling back to API_PUBLIC_URL then the hosted service, printing the API's JSON untouched and surfacing the error envelope's code and request_id with Retry-After on 429, while the DB-direct operator commands and their trust model stay exactly as they were

* feat: ship two in-repo agent skills so AI assistants working against Warmbly discover the right warmblyctl half on their own, .claude/skills/warmbly-api teaching product operation over the API commands (key and URL setup including the seeded local dev key, the eleven command families, pagination and error-code and Idempotency-Key conventions, and a sending-safety section that names the six commands that put real mail on the wire and holds agents to preflight before start and the 50/day default cap) and .claude/skills/warmbly-ops teaching instance administration over the DB-direct commands (status --json as the contract to parse, the recovery command table, TTY versus -T piping, Redis-down behaviour, and org export/import handling including --dry-run first and the sensitivity of credential archives), each pointing at the other for what it does not cover, narrowing the .gitignore .claude/ rule to .claude/* with !.claude/skills/ so personal agent state stays local while the skills ship

* feat: document warmblyctl's new API half on the warmblyctl reference page, reframing the intro around the two halves and their two trust models and replacing the 'no HTTP surface and never will' line with the accurate claim that the CLI never serves HTTP while the API commands are a client of the already-gated public API, adding WARMBLY_API_KEY and WARMBLY_API_URL to the environment table with the API_PUBLIC_URL-then-hosted fallback, renaming The commands to The operator commands, and adding an API commands section covering key setup, the eleven command families, the raw /v1 passthrough with curl-style --data forms, the pagination, idempotency-key and Retry-After conventions, a warning callout naming the six commands that put real mail on the wire with preflight-before-start guidance, and a pointer to the shipped .claude/skills agent skills, plus API authentication and permissions links in See also

* feat: move the shipped agent skills from .claude/skills/ to a top-level skills/ directory so they follow the convention other repos use for distributable agent skills rather than living inside Claude Code's personal state directory, restoring the .gitignore .claude/ rule to its original form since nothing tracked lives under it anymore, and updating the warmblyctl reference's For AI agents section to name skills/ and show installing a skill by copying it into the agent's own skills directory or pointing the agent at SKILL.md directly

* feat: clear the Security Scan failure by lifting the two flagged indirect Go modules past their fixed versions, github.com/moby/go-archive from v0.2.0 to v0.3.0 for the CVE-2026-17106 tar path traversal and golang.org/x/mod from v0.37.0 to v0.40.0 for the CVE-2026-56864 and CVE-2026-56865 GOSUMDB and GOPROXY forgery pair, with the x/sys, x/text and x/tools bumps go mod tidy pulls along

* feat: take the Trivy dependency scan off the PR gate and restructure CI the way larger projects do, because a full-repo CVE scan on every pull request goes red the morning any dependency gets a new advisory regardless of what the PR touches, which is exactly how this branch failed on two indirect Go modules it never went near, moving the scan to its own security.yml running weekly, on demand, and on main pushes that change a dependency manifest, pinned to trivy-action 0.36.0 instead of @master, extracting the pnpm+Node+frozen-install boilerplate repeated across the web, admin and site jobs into a .github/actions/setup-pnpm composite action with the store cached per lockfile, and collapsing the CI Status rollup's ten hand-enumerated result checks that had to be edited in two places per new job into a single contains(needs.*.result, ...) expression over failure and cancelled, all validated with actionlint
2026-08-19 20:59:40 -07:00
Matthew Meszaros a75ea012a0 feat: import a mailbox's recent history on connect and govern sync by fair use: a backfill on every provider (newest first, inside an operator-editable window and cap, resumable through a durable per-provider cursor relayed as SYNC_STATE), a per-mailbox sync governor with priority, live and backfill lanes on shared Redis windows that defers over-budget mail with the cursor held instead of dropping it and only deactivates a mailbox for a flood or chronic daily overage, sync.* budgets on the admin instance settings shipped inside ADD_EMAIL, saved IMAP folder cursors and last_synced_at finally written, a Sync card in the mailbox drawer fed by GET /emails/:id/sync, and docs 2026-08-18 09:09:52 -07:00
Matthew Meszaros 93e8451738 feat: organization data export and import for moving a workspace between instances (#132)
* 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
2026-08-18 07:53:39 -07:00
Matthew Meszaros 7f1f46ea02 feat: resume a reloaded Gmail mailbox from its saved history checkpoint instead of the never-written email_accounts.last_id column, which no code in the repository ever assigns so it is NULL forever and every worker restart, deploy, crash or docker compose up handed the mailbox a zero cursor that re-bootstrapped straight to Gmail's current historyId and silently skipped everything that arrived since the last successful sync, unrecoverably because the history API only walks forward from the id it is given, by threading the EmailHistoryIDRepository the consumer already writes to into emailService as the Google counterpart of the existing WireGraphDelta cursor plumbing for Outlook, reading it in buildAddWorkerEmail through a lastHistoryFor helper that prefers the live checkpoint, still falls back to last_id for rows carrying a value from before the checkpoint table existed, and returns zero only when genuinely nothing is known so a first-time mailbox bootstraps a fresh baseline, plus tests covering the precedence and every fallback including an unwired repository (#121) 2026-08-16 07:46:13 +02:00