Commit Graph
22 Commits
Author SHA1 Message Date
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 a44b7b0215 feat: add the unified ai step and ai switch to automations 2026-07-21 17:35:11 +02:00
Matthew Meszaros b564b227c0 feat: add automations Ask AI branch condition and ai_classify per-label edges — a prompt-driven yes/no condition evaluated via the metered provider (fail-safe to the no path, run-history errors, dry-run charged without auto-pause), label:<x> edges validated against the classify node's label set and followed only on the matching verdict, and no credit minting on local-provider refunds 2026-07-17 16:26:30 +00:00
Matthew Meszaros a067bf5922 feat: AI action nodes in automations - ai_classify/ai_extract/ai_generate run one generation.Provider completion per node over the event data and merge the result back as a variable (ai_class, output_keys[], ai_text) so downstream conditions branch on it, charging 1 credit per node with a run_id+node_id idempotency key, refund on provider failure, out-of-credits fails only that node while the run continues, and a per-automation ai_credit_failures counter (migration 000064) auto-pauses a flow after 20 consecutive credit misses; classify/extract run deterministic (temperature 0), dry-run executes AI nodes for real and is charged but never touches the auto-pause lifecycle, provider + credit ledger wired into both backend and consumer integration services, plus the reply-classifier Layer 3 ported off its bespoke OpenAI client onto the platform provider via an injected ModelClassifyFunc (platform-paid, deterministic), a CompletionRequest.Temperature primitive threaded through the OpenAI and Anthropic providers, the flow builder palette/config panels/validation for the three AI steps, and a new AI-steps-in-automations guide 2026-07-14 05:30:55 +02:00
Matthew Meszaros 73838cecf5 feat: add an unaudited automation node-layout endpoint handler/service/repo backed by an atomic jsonb x/y merge that leaves edges, config, and updated_at untouched 2026-06-30 10:06:19 +02:00
Matthew Meszaros c5dfa5e4e7 feat: remove the HTTP-request action from campaign steps and automations in favor of signed webhooks, keep fire_event for custom payloads, and drop the now-unused outbound quota plumbing 2026-06-15 08:11:35 +02:00
Matthew Meszaros ab24d8bbc8 feat: add a 'Fire event' action and campaign step that publish custom events to the realtime gateway (no public URL), an HTTP-request campaign step, a configurable automation dry-run test with per-step toggles, and fix the false 'updated by a teammate' toast on your own save 2026-06-14 09:52:49 +02:00
Matthew Meszaros 331745ecc5 feat: add a generic per-automation inbound webhook trigger (inbound.webhook event, token-gated POST /api/v1/integrations/inbound/automation/:token, migration 000046 inbound_token, background graph run with the JSON body as event payload) 2026-06-13 13:04:10 +02:00
Matthew Meszaros 534928cfdd feat: add a safe Set-variables (transform) automation node — computes named values from Go templates against the event + prior step output and writes them back for later steps to reuse, running the same sandboxed text/template engine as every other action value (no I/O, no arbitrary code execution) 2026-06-13 12:18:45 +02:00
Matthew Meszaros f4a2b87c50 feat: add a configurable warmbly.http_request automation action (the generic send-a-webhook/call-any-API node) — templated method/url/headers/query/body, SSRF-guarded + bounded retry, captures the response back into the event data under an output key so downstream nodes use {{.response.body...}} and conditions branch on {{.response.ok}} 2026-06-13 12:02:11 +02:00
Matthew Meszaros aed4a06190 feat: unify pagination by making the offset-based CRM deals/tasks search and meetings endpoints expose the same opaque next_cursor and {total, next_cursor, has_more} envelope as every keyset list (offset hidden inside the token), updating web clients, the OpenAPI spec, and the reference docs 2026-06-13 10:47:17 +02:00
Matthew Meszaros 4762256c49 feat: add the warmbly.label_email native action type and the label_ids action config field across the campaign ActionConfig and the IntegrationAction enum + IsNativeAction 2026-06-12 16:44:07 +02:00
Matthew Meszaros 5954ac53c2 feat: add automation execution safeguards
Support chained automation execution from native actions, guard automation recursion depth, carry idempotency context through campaign-launched automations, allow team task assignment in backend action execution, and reject deletes while campaign steps still reference an automation.
2026-06-09 10:56:56 +02:00
Matthew Meszaros 3eb96e33a1 feat: support automation expressions
Adds free-form expression conditions for automation graph branches and shares template helper functions with automation action rendering.
2026-06-08 15:04:59 +02:00
Matthew Meszaros 5f7ac801ba feat: execute automation graphs 2026-06-08 12:03:11 +02:00
Matthew Meszaros 1199a17f7e feat: add automation persistence 2026-06-08 06:55:07 +02:00
Matthew Meszaros e6b2f233a1 feat: expand integration and meeting APIs 2026-06-08 06:25:40 +02:00
Matthew Meszaros c724ba59ec feat: expose integration action metadata 2026-06-07 20:30:41 +02:00
Matthew Meszaros b2c885dda2 feat: hide sheets automation integration 2026-06-04 11:49:49 +02:00
Matthew Meszaros 4500aeba0f feat: add integration oauth connections
Adds OAuth-backed integration connection management across the API, repository, event dispatch, migrations, docs, and dashboard UI.

Includes realtime invalidation and small dashboard type compatibility fixes needed for the web typecheck gate.
2026-06-01 04:25:14 +02:00
Matt 8d3b6b5d05 refactor(integration): drop Postmaster, SNDS, DMARC, DNS providers
The deliverability-data and DNS-write integrations were over-engineered
for the cold-email segment. Postmaster and SNDS require sending volume
our base typically does not hit, and no comparable cold-email tool
exposes DMARC ingestion or native DNS writes. Replaces the catalog with
the standard set: HubSpot, Salesforce, Pipedrive, Close, Zapier, Make,
n8n, Slack, Discord, Calendly, Cal.com, Google Sheets.

Removes dmarc_reports, dmarc_record_rows, postmaster_snapshots, and
dns_verifications tables from the migration. Deletes dmarc.go, dns.go,
cloudflare.go, postmaster.go from the integration package. Prunes the
matching repository methods and HTTP handlers.
2026-05-28 08:53:39 +02:00
Matt 20f1e93c4b feat(integration): backend foundation for tier 1+2 integrations
Adds an integrations app module covering the providers from the tier 1/2
plan: Calendly, Cal.com, Google Sheets, Google Postmaster, Microsoft SNDS,
DMARC ingestion, and Cloudflare/GoDaddy/Namecheap DNS. One unified
migration provisions integration_connections, dmarc_reports + record
rows, postmaster_snapshots, dns_verifications, and meeting_bookings.

The service exposes a generic CRUD surface for connection state with
per-provider files for parsing (calendly.go, dmarc.go), HTTP clients
(cloudflare.go, postmaster.go, google_sheets.go), and DNS verification
(dns.go). Inbound webhook routes use per-org URL-embedded secrets so
Calendly/Cal.com/DMARC providers post directly without Warmbly auth.
DNS verifier resolves SPF/DKIM/DMARC + tracking CNAME and surfaces
fixes when a record is missing.
2026-05-28 08:19:10 +02:00