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177 Commits
Author SHA1 Message Date
Matthew Meszaros 3bf8d4bdfa Merge remote-tracking branch 'origin/main' into feature/mailbox-fair-use-allowance 2026-09-04 21:25:53 -07:00
Matthew Meszaros 3596a9770f feat: make mailboxes truly unlimited under a fair-use allowance of one mailbox per daily send the plan includes (15,000 on Business), drop the 200 hard cap and the 5-per-day connect throttle, open a request-more dialog with inline limit requests and plan upgrade when the allowance is reached, add bulk CSV mailbox import with live progress and a downloadable failed-rows file, reserve attachment storage atomically under a per-org lock so concurrent uploads cannot pass the quota (#326), report storage and the allowance on the billing usage meters, and honor approved daily-send overrides in the sender 2026-09-04 21:00:26 -07:00
Matthew Meszaros f68918d7f6 Merge remote-tracking branch 'origin/main' into feature/warmbly-cli 2026-09-04 20:14:46 -07:00
Matthew Meszaros 028689fd2e feat: device-code sign-in for the CLI, with a browser approval page at /cli that mints a scoped API key, self-revocation at DELETE /api-keys/self so a read-only credential can always end itself, and app_url plus websocket_url on /auth/config so a client can find the dashboard and the realtime gateway on a self-hosted layout 2026-09-04 20:14:27 -07:00
Matthew Meszaros 5fd9aedb80 Merge remote-tracking branch 'origin/main' into feature/plan-upgrade-paywall-modal 2026-09-04 09:11:51 -07:00
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 fb868dfe40 feat: delete the storage objects of a step's attachments when the step is deleted, since the attachment rows cascade away with the sequence and left their bytes counted against the organization's storage quota with no row left to reach them 2026-09-04 06:20:26 -07:00
Matthew Meszaros a0c9d5a5b0 feat: add operator notification channels an admin configures in the panel (Discord, Slack, HMAC-signed webhook, or email) with per-channel event subscriptions, a synchronous test probe, SSRF-guarded URLs and credentials redacted on read, wire nine instance events including the enterprise inquiry that previously wrote a row nobody was told about, and reword the plan-specific limits copy so it reads correctly without billing 2026-09-04 06:02:40 -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 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 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 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 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 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 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 14a21bf9bd feat: expose the segments API (list, fields, preview, create, get, patch, delete, members, member lookup, overrides, add-to-campaign) and GET /contacts/:id/segments behind contact permissions, wire the service into the backend and audit each mutation on the realtime spine 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 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 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 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 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 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 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