Commit Graph
363 Commits
Author SHA1 Message Date
Matthew Meszaros e5360713e7 Merge remote-tracking branch 'origin/main' into feature/install-script-setup-wizard 2026-09-04 06:43:12 -07:00
Matthew Meszaros 5c4f87c1aa feat: list the campaign's unscoped attachments under a Sent with every step group in the step composer, so files the step really carries stop being invisible in the panel that claims to show them, and say in the confirm that removing one takes it off every step 2026-09-04 06:40:48 -07:00
Matthew Meszaros b0db8cc02b feat: chain the backup bundle cleanup behind a successful docker compose cp so a failed copy cannot delete the only backup, and tell a pinned image install to set WARMBLY_TAG before pulling by hand 2026-09-04 06:35:04 -07:00
Matthew Meszaros af9e852314 Merge branch 'main' into fix/step-attachments-mount 2026-09-04 06:34:53 -07:00
Matthew Meszaros 9a2184fda7 Merge remote-tracking branch 'origin/main' into fix/step-scoped-attachments 2026-09-04 06:28:26 -07:00
Matthew Meszaros 04689a8bfc feat: mark step_id required on the CampaignAttachment schema, since the attachment response always carries the key and serialises a campaign-wide file's as null, so a generated client that treats it as optional loses the difference between an unscoped file and one it forgot to read 2026-09-04 06:28:26 -07:00
Matthew Meszaros 77058a2cb4 feat: address the review on the installer branch by keeping the database password out of pg_dump's argv, excluding backup bundles from the blob root they are written into, tolerating blobs that change or vanish mid-archive, making the instance-settings bootstrap a single atomic insert, and validating the release tag before it is written into .env 2026-09-04 06:24:05 -07:00
Matthew Meszaros 85f3dad215 feat: send the files a step actually carries by honouring campaign_attachments.sequence_id in the send, test-send and preview paths instead of attaching every campaign file to every step, count them per step in the preflight content score, and refuse an upload naming another campaign's step 2026-09-04 06:16:16 -07:00
Matthew Meszaros 7314e85dfe Merge branch 'main' into fix/create-schedule-windows 2026-09-04 06:08:05 -07:00
Matthew Meszaros d68bbcd2ab feat: add a one-command self-host installer at warmbly.com/install.sh with an interactive data-control wizard, give docker-compose.yml image keys and per-store volume variables, add an image-mode updater, move engagement/form/audit retention into instance settings, and add warmblyctl backup/restore 2026-09-04 05:49:54 -07:00
Matthew Meszaros 7fe7b7c8e9 feat: scope the collaboration guide's offline claim to the data that is actually refetched, since live events are never replayed and presence and cursors resume from current state rather than backfilling what was missed 2026-09-04 04:07:44 -07:00
Matthew Meszaros ebc6de1f81 feat: refetch the campaigns list on a slow cycle while the realtime socket is not connected, so send counts kept current by live invalidation cannot sit on their five-minute cache with no event coming to refresh them, and document what the header's connection dot means and what still refreshes while it is down 2026-09-04 04:03:01 -07:00
Skylinerffm97 16d4a13810 feat: mount StepAttachments under the step composer in SequenceView for email steps so per-step attachments can be seen, uploaded and removed from the dashboard, and describe per-step attachments in the sequences guide (issue #307 item 3) 2026-09-04 12:59:19 +02:00
Skylinerffm97 1749d5c48e feat: persist schedule_windows on POST /campaigns by adding the field to models.CreateCampaign, validating it with CampaignScheduleWindows before the transaction and writing it in the create INSERT, with a unit test for rejected windows, a live repository test for the round trip and the create field table in the campaigns API reference (issue #307 item 5) 2026-09-04 12:58:09 +02:00
Matthew Meszaros 483d6c2fe7 Merge remote-tracking branch 'origin/main' into fix/issue-307-test-send-preview-from-name 2026-09-04 03:34:35 -07:00
Matthew Meszaros 64e6e3a502 Merge remote-tracking branch 'origin/main' into fix/campaign-daily-budget-deferrals 2026-09-04 03:06:45 -07:00
Matthew Meszaros de33b03891 feat: give the HTML mailbox signature its own block with a top margin instead of a hard double line break that stacked against the body's trailing margin and rendered as two to three blank lines in Apple Mail and Outlook, insert it inside the document when the body carries a closing body tag as the tracking pixel and opt-out footer already do, and say so in the mailboxes guide 2026-09-04 03:01:19 -07:00
Matthew Meszaros 2a19bf0519 Merge remote-tracking branch 'origin/main' into fix/campaign-daily-budget-deferrals 2026-09-04 02:59:01 -07:00
Matthew Meszaros 997aa2c748 Merge remote-tracking branch 'origin/main' into fix/issue-307-test-send-preview-from-name 2026-09-04 02:58:40 -07:00
Matthew Meszaros aa55b31422 feat: give the campaign step preview a contact and mailbox picker so it renders for a real lead with that sender's signature, the opt-out footer and the attachment list, add a Send test action that mails the saved step through the chosen mailbox, and document both in the sequences guide 2026-09-04 02:58:36 -07:00
Matthew Meszaros 8ce331a7ac feat: fix the campaign test-email endpoint answering 404 for every caller by scoping its campaign lookup to the organization instead of the user, let it send from any mailbox of the organization and render a real contact through a new contact_id, attach the campaign's files, and extend the template preview with contact_id, campaign_id and account_id so it applies the signature, opt-out footer and plain-text rule the send path does 2026-09-04 02:58:36 -07:00
Matthew Meszaros f844c14804 feat: carry the mailbox display name in the emsg body blob of every send so a renamed sender reaches the worker on its next message instead of waiting for an inactive-active toggle, read it into the From header of the Gmail, Graph and SMTP clients with the name cached at load time as the fallback, and say so in the mailboxes guide 2026-09-04 02:58:36 -07:00
Matthew Meszaros eb85224cc8 Merge remote-tracking branch 'origin/main' into fix/contact-timeline-opaque-cursor 2026-09-04 02:57:59 -07:00
Matthew Meszaros ab0c756aa2 feat: show a campaign's linked segments on the Leads tab as chips with live enrolled and held-out counts that filter the list, explain an empty list caused by an empty segment or hand-removed members and add them back in one click, add a scope-aware Export to campaign leads and segment members with a campaign-ready preset that carries lead status and engagement, write the links and the enrolment of PUT /campaigns/:id/segments in one transaction so a failed enrolment changes nothing instead of answering added 0, restart a completed campaign when a one-shot enrol adds leads, clear the manual-removal record when a contact is added by hand, count every link's members in one scan, audit sweep enrolments so open Leads tabs refresh, and document it in the campaigns and segments guides and the API reference 2026-09-03 20:38:27 -07:00
Matthew Meszaros 8aaf9e8c8c feat: say in the contacts API reference and the OpenAPI 400 description that a before value on the contact timeline that is not an RFC 3339 timestamp is rejected with a 400 rather than accepted 2026-09-03 20:28:51 -07:00
Matthew Meszaros 2f32b1b8c3 feat: bring the ContactTimelineEvent OpenAPI schema up to the real event shape with the lifecycle, form_submitted and page_hit types and the machine, link, origin, category, form and page_hit fields backed by new ContactLinkClick, EngagementOrigin and WebsitePageHit schemas, and list form_submitted and page_hit with their payloads in the contacts API reference 2026-09-03 20:21:42 -07:00
Matthew Meszaros 83b0a5ede3 feat: add the cursor query parameter to the contact timeline operation in the OpenAPI spec, mark before as deprecated, describe the invalid cursor and limit 400s, and reference the shared Pagination schema from ContactTimelineResult 2026-09-03 20:19:16 -07:00
Matthew Meszaros eeed44f2ed feat: document the contact timeline's cursor parameter and pagination envelope in the contacts API reference, mark before as deprecated with why a bare timestamp can skip events at a page boundary, and say that a bad cursor or limit is a 400 2026-09-03 20:19:16 -07:00
Matthew Meszaros c298d898a7 feat: document in the campaigns guide what counts against a mailbox's daily budget and that a capped campaign waits for the next day rather than pausing 2026-09-03 20:18:43 -07:00
Matthew Meszaros dc04ea1b52 feat: match a logged open to the step's first open inside a one-minute window on both sides so an unrelated older row cannot hide the summary event, and say in the contacts API reference that only a person's click counts as an open in the contact engagement totals 2026-09-03 05:57:31 -07:00
Matthew Meszaros 611704b365 feat: count only a person's opens in the contact engagement totals and last-opened time as analytics already does, keep a step's legacy first open on the timeline when only later opens were logged per event, and say so in the contacts API reference 2026-09-03 05:43:31 -07:00
Matthew Meszaros 701dc404a2 Merge remote-tracking branch 'origin/main' into fix/click-without-open-tracking 2026-09-03 05:22:05 -07:00
Matthew Meszaros 3d5eb36ae5 feat: second review pass on self-hosted updates: git describe suffixes after a prerelease (rc.1-2-gabc1234) now parse as prerelease plus commit distance, Apply validates the updater for every target including explicit tags, a DNS failure only reads as the compose profile being off when UPDATER_URL names the updater service and stays unreachable for custom hosts, the admin dialog re-checks that the update can still start before launching it and drops the confirmation when it cannot, the bare-metal installer refuses symlinks anywhere inside a build directory, restores config.js with --remove-destination and bounds every health probe, and the bare-metal docs add the single sudoers rule before the upgrade command 2026-09-03 05:04:30 -07:00
Matthew Meszaros bb35de0455 feat: address review on self-hosted updates: the updater no longer re-locks its mutex when a job finishes (every job used to deadlock at completion and freeze the status API), the backend caches the updater view so the member version pill, the health checks and the admin poll share one read and an absent updater is reported as not running rather than broken, the bare-metal upgrade builds unprivileged and hands off to a root-owned fixed-path installer that refuses symlinks so sudoers allows one command instead of install/cp/rm/chown/chmod/systemctl/ln, the installer fails when the backend does not come back, the seed image gets the version build args, the dashboard gates the update action on manage_settings and stops polling a backend that answers 404, and revived timestamps are typed as Date 2026-09-03 05:04:30 -07:00
Matthew Meszaros b2ea1f1961 feat: add self-hosted update awareness and one-click updates: every binary is stamped with its version and commit, the backend polls GitHub Releases and a new host-side updater (cmd/updater, compose profile or systemd unit) reports the checkout's commit distance, the admin panel's top bar shows a version pill that turns into an update indicator and opens a dialog with confirmation, live step progress and log, restart tracking and result, the dashboard header shows the same pill to every member of a self-hosted instance with the full update flow for platform admins, Setup and health gains update_available and updater_unreachable checks, warmblyctl status prints the version, make upgrade and scripts/upgrade-bare-metal.sh cover the by-hand paths, and docs gain an Updates page plus configuration, health, deployment and API reference updates 2026-09-03 05:04:30 -07:00
Matthew Meszaros a3264f0d39 feat: address the review on the rebuilt engagement branch: a deferred human click's effects are now durable and once-only (announce_pending on the click row written before the event is marked processed, a claim in finishHumanClick and a minute-by-minute sweep that finishes what a restart cut off, a burst relabel clears the flag), the tracking service keys the source-address token with TRACKING_IP_HASH_KEY so it cannot be enumerated back into an IPv4 address, the migration no longer adds a blocking index to the existing click table, and timeline click and open rows carry task_id 2026-09-03 04:13:39 -07:00
Matthew Meszaros 6830e3277d feat: keep the tracking-domain exclusion when link tracking falls back to UTM-only tagging, leave links the URL parser rejects untouched instead of minting a dead click ticket, and say in the campaigns guide that the sequence versus one-time choice is fixed at creation 2026-09-03 03:53:39 -07:00
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 579b0ac04c feat: merge main into the unsubscribe branch again, carrying the UTM campaign columns alongside unsubscribe_mode in every campaign scanner, keeping unsubscribe links out of the moved link tracker and its UTM tagging, and renumbering the opt-out migration to 000124 because main released 000123 for link clicks 2026-09-03 03:43:47 -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 64f2d1637b feat: address the review on the unsubscribe PR: register the suppression family in warmblyctl, require the confirm field on the browser unsubscribe POST and cap its body, render a chosen A/B variant through the template engine so its merge fields and unsubscribe link resolve, fold curly apostrophes before opt-out phrase matching, write pasted suppression lists in one transaction, clamp copy by runes instead of bytes, add the constraints NOT VALID plus a lower(email) index in migration 000123, scope the unsubscribe link type-ahead to email bodies, and document DELETE /suppressions/:id 2026-09-03 02:20:47 -07:00
Matthew Meszaros 9485503e03 feat: merge main into the unsubscribe branch, keeping the new campaigns.kind column alongside unsubscribe_mode in every campaign scanner and renumbering the opt-out migration to 000123 because main took 000122 for campaign kind 2026-09-03 01:56:38 -07:00
Matthew Meszaros 5eb92c601c feat: give every campaign email a working opt-out: a reply-to-opt-out line by default or an unsubscribe link (workspace setting under Settings > Sending with a per-campaign override and a {{.UnsubscribeLink}} variable), signed per-recipient unsubscribe links served on the API origin so the List-Unsubscribe header no longer points at a dead warmbly.com page, a confirm page on GET with RFC 8058 one-click on POST and a resubscribe button, reply opt-out detection through the whole-word compliance lexicon with quoted history stripped, a first-class suppression list (Contacts tab, GET/POST/DELETE /suppressions with address and domain entries, audited removal, contact drawer action), the contact Subscribed flag enforced in campaign routing, migration 000122 with a shared recipient_suppressed() predicate, and docs for all of it 2026-09-03 01:52:40 -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 e8393eaeb8 feat: identify links by ticket in the click burst check so two tickets sharing a destination still count as a scanner walking the email, re-read a deferred human click's classification with retries and skip its effects entirely when the read keeps failing instead of assuming it was a person, and document the burst window plus one second wait 2026-09-03 01:36:37 -07:00
Matthew Meszaros 8096ca047c feat: hold a human click's side effects (evidence, instant actions, webhook, live event) until the click burst window has passed and re-read its classification first, so the first click of a security scanner's burst can no longer fire a clicked automation or webhook before the second click reveals the burst; the stamp, log row and dedupe mark are still written immediately and walked back as before 2026-09-03 01:29:54 -07:00
Matthew Meszaros b785d3b86b feat: address review on per-link click attribution: read bare href values and ignore data-href when tracking anchors, compare the destination host instead of substring-matching the tracking domain, tag bare URLs in plain-text bodies when UTM tagging is on, count UTM limits in characters, expose the UTM overrides in the AI campaign tool, dedupe clicks by ticket so two links sharing a destination are two clicks, count machine_clicks only for steps with machine and no human clicks, never withdraw a click stamp that predates per-link logging, keep the coarse timeline click unless a logged click stands for it, resolve the link once per event, give auto-clicks their own tooltip and make the wizard's discard guard notice toggled settings 2026-09-03 01:20:48 -07:00
Matthew Meszaros 117affbb09 Merge remote-tracking branch 'origin/main' into fix/profile-avatar-persistence 2026-09-03 01:20:48 -07:00
Matthew Meszaros 3601147c7c feat: address review on the avatar persistence fix: avatar object keys carry a random nonce next to the millisecond epoch so two uploads in the same millisecond cannot share an immutably cached URL, the org avatar hooks capture the target workspace id when the mutation starts and patch the org pointer, list and current-org caches only for that id so a mid-flight workspace switch cannot stamp the avatar onto the wrong org, and the API docs describe the stored file deletion on remove as best effort 2026-09-03 01:15:10 -07:00