Commit Graph
257 Commits
Author SHA1 Message Date
Matthew Meszaros 31dabea0a4 feat: rebuild the click-without-open fix on top of the per-link click attribution from #298: a person's click now also counts as an open and a burst that withdraws the click withdraws the open it implied unless a real open is on record, routing readers ignore machine opens as the docs promised, every open gets its own log row and every open and click records the mail client or proxy, browser, device, OS, country, region and city (migration 000124: origin columns on email_link_clicks plus an email_opens table), the tracking service publishes only the address's network in a nullable client_ip field which the consumer resolves with GeoLite and drops, the contact Activity tab shows each open and the origin of opens and clicks, the campaign overview gains a who-engaged-from-where breakdown exposed as engagement in campaign analytics, live open and click events carry occurred_at, client and location, the leads table explains why an open is not always counted, both logs are pruned daily after a year, email_opens joins the export registry, the consumer reads GEODB_PATH optionally, and the guides and API references are updated (fixes #294) 2026-09-03 03:49:44 -07:00
Matthew Meszaros 78c4021053 Merge remote-tracking branch 'origin/main' into feat/link-click-attribution
# Conflicts:
#	docs/content/docs/api/reference/campaigns.mdx
#	docs/content/docs/guides/campaigns.mdx
#	internal/repository/pg_campaign.go
#	internal/repository/pg_campaign_lifecycle.go
#	web/src/components/app/campaigns/NewCampaignDialog.tsx
2026-09-03 03:14:19 -07:00
Matthew Meszaros 1cb2b65cd7 Merge remote-tracking branch 'origin/main' into feat/link-click-attribution 2026-09-03 01:42:44 -07:00
Matthew Meszaros 24b7e26fbb feat: add the one-time email campaign preset from #288: campaigns.kind column with sequence and one_time values and a kind field on POST /campaigns, GET /campaigns?kind= and an one_time count on /campaigns-overview, a POST /campaigns-estimate endpoint projecting deduplicated segment recipients against the mailbox pool's per-day capacity and finish date, a wizard type picker whose one-time flow runs Basics, Email, Audience, Sending and Send with send-now or scheduled start and the estimate panel and then creates, links segments and starts the campaign, a guard refusing a second email step on a one-time campaign, draft/scheduled/sending/sent wording with a One-time badge and Type filter in the campaigns list, kind on the AI create_campaign_draft tool, honouring text_only in the send and test-email paths so plain-text campaigns ship no HTML part or tracking, and the campaigns, segments, API reference and endpoint docs 2026-09-03 01:42:00 -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 99be92f159 feat: attribute every campaign click to the exact link with a per-link click log (email_link_clicks) behind the contact activity timeline, campaign live feed, recent activity and the email_clicked webhook, add per-campaign automatic UTM tagging (utm_tracking with source, medium and campaign overrides, utm_content from the link text) applied at send time to the stored ticket destination, and classify opens and clicks as machine when they arrive within ten seconds of dispatch or when several links of one email are followed within five seconds, so scanner clicks are logged but never count as engagement, fire automations or send webhooks 2026-09-03 01:05:34 -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 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 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 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 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 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 7a7c6051bc Merge remote-tracking branch 'origin/main' into feature/contact-segments 2026-08-30 02:07:56 -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 15dface385 feat: add the Add to segment and Remove from segment action nodes to the campaign sequence canvas with a segment picker 2026-08-29 23:45:06 -07:00
Matthew Meszaros d831aba034 feat: add segment_ids to the dashboard contact search model and route segment audit events and contact changes to the segments queries on the realtime spine 2026-08-29 23:45:05 -07:00
Matthew Meszaros 960f42b846 feat: add the dashboard segment model, API client and react-query hooks for segments, fields, preview, overrides, member modes, contact-side membership and campaign enrolment 2026-08-29 23:45:05 -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 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 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
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 d67cdb8562 feat: add recipient-level engagement to the campaign Leads view by adding an engagement search filter (opened, not_opened, clicked, not_clicked, replied, not_replied, bounced) that composes with lead_status as AND and rejects unknown values with stable 400 codes, counting only human opens so machine opens never read as engagement, adding contacted/opened/clicked/replied_any totals to lead_counts, rendering Opened/Clicked/Replied columns and clickable server-backed status and engagement chips in the Leads table with matching Filters sheet sections, offering lead_status/lead_opened/lead_clicked/lead_replied export columns from a campaign, covering every filter value with a live Postgres test, and documenting the columns, filters, error codes and export fields (issue #250) 2026-08-29 03:12:02 -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 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 bb5809a035 Merge remote-tracking branch 'origin/main' into fix/issue-247-report 2026-08-28 22:12:18 -07:00
Matthew Meszaros 3d72c7386e feat: condense the explanatory comments on the signature editor DOM sync, the patchEmailLists cache helper and the org-scoped auth-check lookup to the one-line form the repo convention asks for 2026-08-28 22:09:18 -07:00
Matthew Meszaros 6da2c3dfaa feat: fix the three mailbox Settings bugs from #247: patch both cache shapes under ["emails", "list"] (paginated pages and the flat directory array) through one patchEmailLists helper so saving, removing, warmup lifecycle and tracking-domain writes no longer crash on undefined.map, stop rewriting the signature editor's contentEditable innerHTML on every keystroke so the caret stays where the user is typing, and scope the auth-check GET/POST handlers by organization instead of user id so the SPF/DKIM/DMARC check stops returning 404 2026-08-28 22:05:41 -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 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 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 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 b9cce2fbdc feat: ease a graduating mailbox into cold volume (#231)
* feat: ease a graduating mailbox into cold volume instead of handing it the full cap the day it joins a campaign: cold sending read warmup HEALTH but never whether the mailbox had actually warmed enough, so one at its 40/day warmup ceiling could send 50 cold the next morning, which is the post-warmup spike providers penalise; effectiveCap gains a min() term that starts the mailbox at 5, 10 or 20 a day by how long it warmed and adds 5 per clean day toward its own cap, freezing on a spam placement through the same union-of-freezes the warmup ramp uses, anchored by a new cold_ramp_started_at stamped idempotently on the first cold send and reset on org import because it raises a ceiling the destination never watched being earned; mailboxes that never warmed are not gated, since capping senders who never opted into warmup is a different decision from smoothing the transition out of it

* feat: anchor the graduation ramp on a CONFIRMED send, and make the hold the drawer reports the hold the scheduler applies: stamping cold_ramp_started_at at dispatch started the clock on a send the worker then failed, so a mailbox climbed on days it had not proven anything, and the stamp moves to the worker's EMAIL_SENT; separately the drawer computed its hold over every placement while ColdCeiling only counts placements after the first cold send, so a placement predating the ramp read as paused while the scheduler kept climbing, and both now go through one ColdHeldUntil

* fix: restore the Callout closing tag my conflict resolution dropped, which types:check and lint both pass and only pnpm build catches
2026-08-28 10:47:03 -07:00
Matthew Meszaros ca5acb5aaf feat: score campaign copy as sent, not just as written (#229)
* feat: score campaign copy where it actually matters, on the message the recipient receives rather than only the template in the editor: warmlint.Score already ran at save time through /templates/score, but nothing checked the copy after merge fields, spintax, A/B selection and AI blocks resolved, which is exactly where a clean template becomes Hi comma or picks the one spammy spintax branch; the send path now scores the rendered message and writes one campaign-feed warning per step per day rather than one per recipient, RunPreflight gains the same check across every step, warmlint gains image-heavy, many-images and attachment heuristics, and the whole thing is advisory behind Settings > Sending > Content checks; the launch dialog also finally calls POST /campaigns/:id/preflight, whose report had no UI at all and so never reached the person about to send

* feat: fix three defects the review found in the content lint: a preflight run that could not read the campaign's steps left the worst score at 100 and reported the check as PASSED, which is the one outcome a check that did not run must never produce, so it now reports failed with the reason; the send-time path read organization settings while preflight read campaign-effective ones, so a campaign that turned the check off or moved its floor was still warned, and EffectiveSettings is now exposed and used by both; and the check-then-insert dedupe let concurrent recipients of the same low-scoring step each find nothing and each write, so it becomes one advisory-locked conditional insert proven by twelve racers producing exactly one feed entry
2026-08-28 10:29:39 -07:00
Matthew Meszaros 7a8406e35a feat: close the warmup ramp loop with an early-signal hold (#227)
* feat: close the warmup ramp loop so an early spam placement holds the mailbox instead of letting it climb into the wall: every band in evaluateMetrics needs a sample floor before it can trip (20 warmup sends in 7 days, 100 delivered in 30), which a mailbox in its first fortnight never reaches, so one landing in junk on day three kept adding an email a day until it had sent enough to be judged; a placement inside 48h now cuts the day about a quarter and holds the ramp where it stood, and the resume subtracts the frozen days rather than catching them up because climbing three steps in one morning is the spike the hold exists to prevent; the ramp arithmetic moves into internal/app/warmupramp so the mailbox drawer reports the target the scheduler will actually act on instead of its own private copy, and says which signal cut it and when it resumes

* feat: fix three defects the review found in the warmup ramp hold: the ramp is now elapsed days minus frozen days rather than a level held at the newest placement, because MAX(created_at) meant a second placement arriving mid-hold RAISED the held level and a mailbox landing in junk repeatedly ramped up; the early-signal cut and the health band are resolved in one shared warmupramp.Resolve so the scheduler's health gate and the dashboard's ungated copy can no longer disagree about the same mailbox; and the hold is reported for the whole 72h freeze instead of only the 48h cut window, so a mailbox between the two no longer shows a ramp that has stopped climbing with nothing to explain it
2026-08-28 10:06:19 -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 995ca1697b feat: teach the shared TextInput primitive an invalid flag that paints our own red hairline and sets aria-invalid plus a title for the reason, so a rejected value is shown in the dashboard's theme rather than a browser default, and declare errors_truncated on the ImportResult client type 2026-08-27 03:45:46 -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 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 560776619c feat: fix adding a contact to a campaign so the lead is actually created and shows up on the campaign Leads tab: contact writes matched campaign membership on campaigns.user_id, so a member adding a contact to a campaign a teammate created selected no rows and the API answered 200 having done nothing, and GetDetail rendered the contact 360 through the same filter so existing memberships read as empty; Update, Add and the GetDetail badge subselect now scope on organization_id, the membership diff runs as one statement per direction with UUID-validated ids, and the response always re-reads membership so an unrelated field edit no longer returns campaigns:null; on the dashboard the Leads tab is a ["contacts","list"] search scoped to one campaign, and useUpdateContactsBulk patched rows under a ["campaigns","list"] key that holds no contacts and invalidated nothing, so the cached lead-less result survived its 5 minute staleTime and only a search (a new query key) appeared to find the contact, so every contact mutation hook now invalidates ["contacts"] and ["campaigns"] from onSuccess, covered by TestLiveContact* against real SQL and a react-query test that fails on the old hooks 2026-08-25 07:55:15 -07:00