Matthew Meszaros
33f99b97e5
feat: end every session on sign-out-everywhere through RevokeOtherSessions with cache eviction after commit, refuse refresh on a revoked session, close a user's realtime sockets on any session revocation via a SESSIONS_REVOKED event, and verify tokens without a purpose claim for no flow
2026-10-04 02:56:18 -07:00
Matthew Meszaros
5bd8dbfab9
feat: bind Warmbly Cloud brokered mailbox sign-ins to PKCE, a single-use state and a cloud consent page naming the requesting instance and workspace that sets the browser cookie the callback requires, return only to the instance's registered address, add PKCE and an OIDC nonce to Workspace and Microsoft 365 admin-proof sign-ins, post OAuth callback codes only to a configured dashboard origin, cap CLI-approved keys to the approver's role behind a fresh sign-in, and accept only same-origin login next paths
2026-10-04 02:53:16 -07:00
Matthew Meszaros
9f7d45a1fb
feat: charge every password, emailed-code and TOTP attempt atomically before comparing it (Redis INCR+expire script) with a per-account TOTP budget across challenges, put the signed-in password change on the reauth budget, set the per-account login limit to 50 per hour, give tester passwords an expiry (users.password_expires_at, migration 000257) and clear them plus every session on revoke, mint warmblyctl reset links with the password-reset purpose, expire fleet join tokens (7 days default, 30 max, reusable inside the window), derive captcha from the resolved Turnstile secret, refuse weak bootstrap argon2id hashes, make registration codes single-use, rate-limit the v1 invitation lookup, and draw RIDs and user codes without modulo bias
2026-10-04 02:52:22 -07:00
Matthew Meszaros
f0ec39febd
feat: scope automation and sequence unsubscribes to the caller's organization, require manage_settings to create, edit, enable or delete automations, run each integration action only on its own provider's connection (400 action_provider_mismatch), refuse org-permission gates when no organization service is wired, read /integrations/bookings like contacts, scope lead claims, research runs and CRM list cursors to the organization, and bind contact note edits to the contact in the path
2026-10-04 02:47:10 -07:00
Matthew Meszaros
e1c4a91ad1
feat: confirm a Slack link only for the Warmbly member whose email matches the Slack account's confirmed profile email (read via users.info with the new users:read and users:read.email scopes, refused as slack_link_email_mismatch), show the Slack account's name and avatar on the link page and after linking, return the Slack connection in GET /integrations/slack/status only to manage_settings or use_integrations, scope agent-thread lookups by organization, and check a Draft a reply card's conversation belongs to the clicker's workspace before starting the assistant
2026-10-04 02:45:04 -07:00
Matthew Meszaros
4cfba5340a
feat: verify every HubSpot app request by its v3 signature over the public backend URL, refuse card-fetch query values on the webhook and workflow action routes, take exactly one portalId, userId and userEmail on card routes and act as the matched accepted member holding the matching campaign and contact permissions, route a portal only to its single live HubSpot-mode workspace, delete mirrored deals and tasks only when HubSpot answers the record is gone, and scope the card's permitted fetch to the card routes
2026-10-04 02:42:12 -07:00
Matthew Meszaros
585c7ff85a
feat: end every credential a login-banned user holds by refusing their API keys, OAuth grants and Slack links at resolution, and run the Slack assistant only for members whose role includes use_ai, matching the dashboard gate
2026-10-04 02:34:01 -07:00
Matthew Meszaros
23c57f35c2
Merge pull request #822 from warmbly/feature/integrations-page-redesign
...
feat: turn Integrations into an app store with search, filters and app pages, add a link-only community directory, a new OAuth app registration dialog, per-app re-encoded logos and admin moderation for OAuth apps
2026-10-04 08:27:13 +00:00
Matthew Meszaros
d505508997
feat: audit OAuth app moderation and developer blocks under their own entity types, refuse logo removal on suspended apps, delete a replaced workspace-uploaded app logo once no other app shows it, confirm before revoking every token in the admin panel, open store cards on Space, retry a new logo URL after a failed one, toast only after the clipboard write succeeds, and freeze the listing form baseline while it is open
2026-10-04 01:20:28 -07:00
Matthew Meszaros
bc9caba267
feat: validate OAuth app names through displayname and websites as http(s), clean dynamically registered client names and stop storing their logo_uri, refuse edits and logo uploads on suspended apps or blocked developers, scope logo deletion to the app's own images, keep hidden listings from being unpublished, count only installs from other aged workspaces toward the directory threshold, refresh integration popularity outside the lock, and count only live connections in the Integrations store
2026-10-04 01:10:39 -07:00
Matthew Meszaros
7a785afb94
Merge pull request #824 from warmbly/feat/stripe-no-automatic-tax
...
feat: turn off Stripe automatic tax on checkout, plan changes and previews
2026-10-04 08:07:40 +00:00
Matthew Meszaros
751dd5e08c
feat: turn off Stripe automatic tax on subscription and credit checkout, plan changes and proration previews in internal/app/stripe/service.go, keeping required billing address, business name and tax ID collection
2026-10-04 09:59:24 +02:00
Matthew Meszaros
2983d3ca1e
Merge pull request #823 from warmbly/feat/remie-assistant
...
feat: Remie, the dashboard AI assistant: animated blob mark, floating panel, live run UI, and Advisor-driven suggestions and tips
2026-10-04 07:59:05 +00:00
Matthew Meszaros
6565197a60
feat: close Remie tips through useClickOutside and put them away when a dialog opens, reset hover on close, read Advisor findings only under View analytics, keep a typed draft when a fix is handed to Remie, celebrate only runs that end without an error or a stop, group suggestions with the Advisor's groupFindings, count the tip day in local time, and scope the dev demo to its own approvals
2026-10-04 00:49:08 -07:00
Matthew Meszaros
1a483cb27f
Merge remote-tracking branch 'origin/main' into feature/integrations-page-redesign
...
# Conflicts:
# internal/app/integration/service.go
# web/src/app/app/integrations/page.tsx
# web/src/hooks/useDocumentTitle.ts
2026-10-04 00:45:48 -07:00
Matthew Meszaros
b2224b0eb5
feat: add the Remie proof flows in qa/flows/remie.flow.ts recording the floating panel with Advisor suggestions and a scripted run through live status, folded tool steps, approval and the answer
2026-10-04 00:38:51 -07:00
Matthew Meszaros
7672924a72
feat: rename the dashboard assistant to Remie with an animated blue blob mark, open it as a floating window by default, show live runs with a shimmering status, elapsed timer, collapsible tool-step trace, streamed text with a blurred tail and a redesigned approval card, and add Remie suggestions and rate-limited tips built from open Advisor findings that Remie fixes through its own approvals
2026-10-04 00:36:27 -07:00
Matthew Meszaros
4bc2417618
Merge remote-tracking branch 'origin/main' into feature/integrations-page-redesign
...
# Conflicts:
# docs/content/docs/api/error-codes.mdx
# docs/content/docs/guides/integrations.mdx
# web/src/app/app/integrations/page.tsx
2026-10-04 00:32:54 -07:00
Matthew Meszaros
7555f641a5
feat: turn Integrations into an app store with sidebar views, search, sorting and filters, list community apps by link until featured or widely installed, redesign the OAuth app registration dialog, store app logos re-encoded per app like the workspace logo, and add admin suspension, token revocation and developer blocks for OAuth apps
2026-10-04 00:31:52 -07:00
Matthew Meszaros
315b19a63a
Merge pull request #821 from warmbly/feature/salesforce-native-crm-integration
...
feat: native Salesforce sync with activity logging, writeback, pause rules, imports and in-app Salesforce cards
2026-10-04 07:21:11 +00:00
Matthew Meszaros
d112657cf2
feat: wire suppression, subscription and hold dependencies into the consumer's Salesforce service, give Salesforce token refreshes their own single-flight keyspace, release the outbox lease in memory after each terminal write so writeback notes land and only on rows with a logged Task, drop stale Salesforce import previews, keep keys from the import row menu from opening the edit dialog, and document the Salesforce callback URL and OAuth variables
2026-10-04 09:10:37 +02:00
Matthew Meszaros
6b7e254e56
feat: add native Salesforce sync with Lead and Contact matching and links, a leased activity outbox that logs sends, replies, bounces, opt-outs and meetings as Tasks, Lead Status and Email Opt Out writeback, a pull loop with CRM pause rules, list view and Campaign imports, sandbox and My Domain OAuth that refreshes expired sessions, a Salesforce settings page with contact and inbox cards in web, and docs
2026-10-04 08:54:27 +02:00
Matthew Meszaros
6c127df9b0
Merge pull request #820 from warmbly/feature/hubspot-native-integration
...
feat: HubSpot CRM mode with write-through deals, tasks and notes, email activity logging, exit rules, list import, setup wizard and in-HubSpot card and workflow action
2026-10-04 06:24:56 +00:00
Matthew Meszaros
900806f328
feat: make HubSpot sync jobs lease-safe with per-claim tokens and one-at-a-time claims, log each email once across retries with the interested-reply outcome as its own job, move merged HubSpot contacts in a transaction, run backfill as one cursor job that skips refused records, rebuild the HubSpot client after a reconnect, accept a single portalId on card requests, and remember the Warmbly property group only after it exists
2026-10-04 08:18:16 +02:00
Matthew Meszaros
37e91fc89f
feat: add HubSpot CRM mode where HubSpot deals, pipelines, tasks, notes and owners are mirrored and written through, sends and replies log as HubSpot emails, exit rules hold campaigns, list import, sync health, setup wizard in web, HubSpot app project with record card and workflow action, and docs
2026-10-04 07:47:51 +02:00
Matthew Meszaros
b84d70c31d
Merge pull request #818 from warmbly/claude/api-contract-2026-10-04
...
feat: describe the stored send-plan snapshot in the OpenAPI document (stale flag on CampaignSendPlan)
2026-10-04 05:31:35 +00:00
Claude
71f69f1856
feat: advance campaigns.updated_at in setForCampaignTx when linking segments inserts new campaign_segments rows so the send-plan snapshot is invalidated when an audience grows
2026-10-04 05:14:34 +00:00
Claude
de230af27d
feat: advance campaigns.updated_at when a segment set change detaches linked segments in setForCampaignTx, including clearing the set, so the send-plan snapshot is invalidated after leads are withdrawn
2026-10-04 05:02:11 +00:00
Claude
51482769f5
feat: advance campaigns.updated_at when a campaign's senders are replaced and when a tag or folder-only update runs so the send-plan snapshot keyed on it is invalidated and stops being served with stale false
2026-10-04 04:48:44 +00:00
Claude
e2911fb01a
feat: say in the docs/public/openapi.json CampaignSendPlan stale description that a snapshot older than its maximum age is also served as stale when the campaign has not changed
2026-10-04 02:04:41 +00:00
Claude
e39ff8318d
feat: describe the stored send-plan snapshot in docs/public/openapi.json by adding the required stale flag and computed_at meaning to CampaignSendPlan and noting the background snapshot on GET /campaigns/{id}/send-plan
2026-10-04 02:01:51 +00:00
Matthew Meszaros
2032b0492c
Merge pull request #817 from warmbly/fix/microsoft-admin-consent
...
feat: Microsoft 365 organization grant through the v2.0 admin consent page, and an admin approval link for single-mailbox Outlook sign-in
2026-10-03 18:38:25 +00:00
Matthew Meszaros
75840247c8
feat: replace the stored Outlook admin approval link on every Outlook sign-in start in useMailboxOAuth, clearing it when the start response carries none
2026-10-03 20:33:53 +02:00
Matthew Meszaros
8883a1df6b
feat: connect Microsoft 365 organizations through Microsoft's v2.0 admin consent page followed by a sign-in on the same state, read the approving admin's directory role from the Graph token as well as the ID token, return an organization-wide approval link for single-mailbox Outlook sign-in (admin_consent_url) and show it in the connect panel, and document publisher verification and the admin approval path
2026-10-03 20:17:38 +02:00
Matthew Meszaros
e43b9e837e
Merge pull request #816 from warmbly/docs/agent-qa-pr-video-research
...
feat: add the qa/ proof harness that records scripted Playwright flows as 1080p H.264 walkthroughs and stills against an isolated per-worktree stack and publishes them to the PR with gh --attach
2026-10-03 16:56:27 +00:00
Matthew Meszaros
efb9d0b433
feat: add the qa/ proof harness that records scripted Playwright flows as 1080p H.264 walkthroughs and stills against an isolated per-worktree stack (lite, full, sandbox) and publishes them to the PR with gh --attach, with before/after follow-up comments, a machine-wide recording lock, idle auto-stop, a qa-ci typecheck job and AGENTS.md rules for when to record
2026-10-03 09:54:59 -07:00
Matthew Meszaros
92456279ed
Merge remote-tracking branch 'origin/main' into feature/integrations-page-redesign
2026-10-03 09:24:34 -07:00
Matthew Meszaros
4957214431
feat: redesign the Integrations page with search, category chips, recommended and popularity-ranked integrations, add a community app directory where OAuth apps are published unverified by link and verified in a new admin review queue, with docs and OpenAPI
2026-10-03 09:24:34 -07:00
Matthew Meszaros
b9da4a2c40
Merge pull request #815 from warmbly/feat/dark-theme
...
feat: add a Linear-style dark theme to the dashboard (web/) with Light, Dark and System options in the user menu, Settings > Profile > Appearance and the command palette, light by default, and an Appearance guide in docs
2026-10-03 16:03:47 +00:00
Matthew Meszaros
f05bd572d2
feat: repaint dither charts on a theme switch, apply cross-tab theme changes from the current storage value without writing them back, treat HTML colour attributes as designed mail, keep editor dark text to light inline fills, and give the step button spinner its colour
2026-10-03 08:58:36 -07:00
Matthew Meszaros
232d226211
Merge remote-tracking branch 'origin/main' into feat/dark-theme
2026-10-03 08:49:37 -07:00
Matthew Meszaros
f1e3ea5bd9
feat: add a Linear-style dark theme to the dashboard (web/) with Light, Dark and System options in the user menu, Settings > Profile > Appearance and the command palette, light by default, and an Appearance guide in docs
2026-10-03 08:49:37 -07:00
Matthew Meszaros
8d9e285a54
Merge pull request #814 from warmbly/feature/slack-assistant-integration
...
feat: add Warmbly for Slack with the AI assistant, inbox threads, notification routing and account linking
2026-10-03 14:04:56 +00:00
Matthew Meszaros
0a95444c2f
feat: send Slack inbox replies once in the background, keep AI drafts only after draft_reply succeeds, refuse thread locks on Redis errors, log Slack delivery failures and keep unreadable Slack connection config
2026-10-03 15:53:01 +02:00
Matthew Meszaros
61d16dfe9a
feat: add Warmbly for Slack with the AI assistant in DMs, mentions and the assistant pane, unified inbox threads with reply, AI draft and lead actions, per-category notification routing and DMs, account linking, dashboard Slack settings, manifest and docs
2026-10-03 15:35:11 +02:00
Matthew Meszaros
e5b842acf5
Merge pull request #813 from warmbly/claude/slack-session-4pcd0y
...
feat: serve campaign send plans from a background snapshot so large-campaign reads stay fast
2026-10-03 12:38:35 +00:00
Claude
bbb692e9d6
feat: instrument campaign SendPlan read path with lookup and planner stage timings and retain safe timeout diagnostics in internal/app/campaign/handlers.go
2026-10-03 12:15:32 +00:00
Claude
e3c5bd24a1
feat: guard campaign send-plan snapshot writes against version regression so a late older planner walk cannot overwrite a newer snapshot
2026-10-03 12:03:49 +00:00
Claude
84a5eee5c6
feat: bound campaign send-plan snapshot freshness by age and skip fresh snapshots via jobrun.Loop to avoid redundant cross-replica planner work
2026-10-03 11:22:12 +00:00
Claude
bb580164e6
feat: compute each active campaign's send plan in a background snapshotter (internal/app/campaign) stored in campaign_send_plan_snapshots so GET /campaigns/:id/send-plan serves a stored snapshot instead of walking the planner on the request
2026-10-03 11:04:22 +00:00
Matthew Meszaros
Claude