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1,681 Commits 46 Branches 117 Tags
4fa20644c93a7c7ed05b2e94de972c05f551563d
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12 Commits
Author SHA1 Message Date
Matthew Meszaros c39c29ab6b feat: rebuild the new-campaign wizard with animated step transitions, a numbered stepper, the shared Toggle instead of a broken hand-rolled switch, per-step validation that explains itself and a discard guard, register PopoverMenu's click-outside in the capture phase so dropdowns inside dialogs close on click-away, add a Campaigns back link and clickable breadcrumb crumbs, add a From contacts leads picker with category filter and select-all-matching backed by the bulk add_campaigns path whose SQL now scopes campaigns by organization instead of the caller, and stop self-hosted no-billing deployments presenting as a free trial or plan-metered by exposing billing_enabled on GET /auth/config, showing a Self-hosted badge, hiding Billing and Refer & earn, and reporting AI credits as unlimited with the header gauge and cost copy hidden 2026-08-18 07:48:58 -07:00
Matthew Meszaros bb040828b1 feat: rework automation AI steps to mirror campaign step types with one agentic AI step plus an AI switch, per-case switch handles on the canvas, a Stop node, and a step-type add menu 2026-07-22 10:58:35 +02:00
Matthew Meszaros 866e096a2b feat: add a billing-off mode that unlocks every feature 2026-07-20 09:56:17 +02:00
Matthew Meszaros 68e3ca6b6b feat: extend the per-member AI limit to all three windows: member_limit_daily and member_limit_weekly join the monthly ceiling on org_ai_settings, MemberSpentInWindows sums the acting member's debits per window in one query, checkSpendLimits enforces day/week/month member ceilings with window-specific 429 messages, and the billing card's Per-member limits row grows the same three fields as the workspace caps 2026-07-19 13:22:56 +02:00
Matthew Meszaros f4014b8b73 feat: add a per-member monthly AI credit limit to the org spend controls: new member_limit_monthly on org_ai_settings flows through the settings repo, PATCH endpoint, and billing UI (its own Per-member limit field on the AI usage card), and checkSpendLimits enforces it by summing the acting member's debits this calendar month via the ledger's actor attribution (new MemberSpentSince query on the partial index from migration 000073), returning a 429-mapped member-limit error while unattributed scheduled work stays exempt 2026-07-19 11:05:18 +02:00
Matthew Meszaros 163d3057de feat: add web-search and extended-thinking capabilities to the campaign switch AI decider — a per-step web lookup about the contact's company (query derived from contact fields only, results fenced as untrusted, +1 credit charged only when results land, wired through a new tasks SetAISearch) and a thinking toggle that routes to the stronger model tier with a 2048-token budget priced through usage metering, with editor toggles under Capabilities and sequences/ai-credits docs 2026-07-18 08:42:08 +02:00
Matthew Meszaros 053ca6a71d feat: usage-based AI credit system — every AI call reserves its flat minimum then settles the real token cost per model (light 1500/standard 400 tokens per credit, drain-to-zero overage settle wired into writing assistant, reply drafts, dashboard agent, inbox agent, research, automation nodes, and campaign switches), org spend controls in a new org_ai_settings table (day/week/month hard limits enforced in Consume, low-balance alert threshold, auto top-up config), a credit-watch monitor hook that fires BILLING_CREDITS_LOW realtime alerts once per day and buys the configured pack off-session via a new Stripe AutoTopUpCredits (idempotent on the PaymentIntent, bounded per month, Redis-locked), GET /subscription/credits/usage + GET/PATCH settings endpoints, and an AI usage & spend controls billing card (spend vs limits, 30-day chart, per-feature and per-model breakdowns, limits/reminder/auto-top-up form) with a realtime low-credit toast 2026-07-18 08:39:41 +02:00
Matthew Meszaros f36c1a5001 feat: replace the campaign AI step with a Switch step — a multi-way router whose cases are rows on the canvas node, each with its own draggable source dot (per-case ai_label branches wired by handle, retarget on re-drag, purple case edges with no IF boxes, bottom dot as the otherwise fallback), decided per contact by an AI prompt (1 credit, fenced context, same credit lifecycle) or a free deterministic template-value match, with a mode toggle + case list editor (stale case paths healed on save), drag-to-empty-canvas creating the target and wiring the case, and sequences/ai-credits/automation docs rewritten for the switch 2026-07-18 05:42:50 +02:00
Matthew Meszaros d18c5ebe4a feat: execute campaign AI steps in the scheduler path — one metered completion per contact (SetAI-wired provider + credits with per-step idempotency and refund-on-failure) that labels progress, fills contact custom fields which feed the chosen actions' templates, runs AI-picked pre-configured actions with per-decision campaign logging and tag/label choice resolution, grounds decisions in campaign history and the newest inbound reply via LatestInboundFromContact, and hands instant chains back to the scheduler at AI nodes 2026-07-17 16:26:23 +00:00
Matthew Meszaros f48d51bf16 feat: AI contact research agent that gathers cited web findings per contact with sync and background-batch runs - contact_research_runs table plus a strict save_research schema (every signal and public_artifact must carry a url, confidence high/medium/low, signals<=5 hooks<=3, reject-and-reprompt once then fail), a text/template runtime prompt injecting org voice, contact record, objective, and 5-search/6-fetch budgets, a research service that drives search_web/fetch_url through the provider loop and charges 2 credits on save (billable even for nothing_found, refund-free since charged only on save, balance and abuse-cap pre-checked so a capped org never does free work), POST/GET /contacts/:id/research plus a 500-cap /contacts/research/batch draining through a bounded pool of 4 workers over FOR-UPDATE-SKIP-LOCKED claims (no new Kafka), an org-scoped AI_RESEARCH_PROGRESS realtime event gated to view_contacts, APIPermAIResearch bit 23, a ContactEdit Research tab and a ContactsTable bulk Research action, and docs; also org-scopes every credit and research idempotency key so a client-supplied Idempotency-Key can never replay across tenants 2026-07-13 19:34:11 +02:00
Matthew Meszaros 5d6ed2a068 feat: AI credit economy with monthly plan grants, non-expiring purchased top-ups, and Stripe billing - two-pool credit_ledger (monthly allowance reset each cycle on invoice.paid, purchased pool via checkout mode=payment fulfilled webhook-only), consume drains monthly-then-purchased, 3 fixed top-up packs, /subscription/credits balance+checkout+paginated transactions gated on manage_billing, one-time trial grant, billing credits card with balance ring and pack buttons, credit_purchase/credit_grant audit entities and spine, wired plan.monthly_credits through pg_plan reads/writes, retry-safe webhook idempotency, and an AI credits guide 2026-07-13 17:40:20 +02:00
Matthew Meszaros e92ec7c661 feat: add ai writing credit backend 
Add an organization credit ledger with idempotent consumption, plan credit grants, Anthropic/OpenAI writing providers, and a gated generation endpoint for campaign writing assistance.
 2026-06-05 06:03:32 +02:00