Commit Graph
18 Commits
Author SHA1 Message Date
Matthew Meszaros f7a1027367 feat: add workspace-shared assistant history: a manage_settings toggle on the organization (assistant_shared_history, off by default) makes every conversation visible to and continuable by every member with the use-AI permission — the service resolves a session to its owner's rows so open/continue/approve/delete all work cross-member while credits still charge the acting member, the org-wide listing joins owner names for attribution in the history rail, the workspace settings page gains the AI assistant section with the toggle and an explicit exposure warning, and the assistant guide's access and privacy sections describe both modes 2026-07-19 13:22:56 +02:00
Matthew Meszaros 98353d9ac7 fix: make-sandbox org owner gets full dashboard access - the sandbox seed inserted the owner organization_members row without a permissions mask so it defaulted to 0 and every org-scoped route 403'd with 'you don't have access to this feature' across the whole dashboard; seed the owner with RolePermissions[RoleOwner] (0xFFFF) exactly like a real signup and repair an existing broken row on re-seed via ON CONFLICT DO UPDATE, plus grant OrganizationMember.HasPermission an owner bypass so an owner is never locked out of their own org regardless of the stored mask (matching the web client which already short-circuits owners) 2026-07-15 06:59:35 +02:00
Matthew Meszaros 56de65380b feat: inbox agent that drafts a suggested unibox reply on inbound human replies for human approve/edit/discard - paid + per-org opt-in (organizations.inbox_agent_enabled) feature where the consumer's reply hook, on a non-automated reply, detaches a goroutine (panic-contained, never blocks ingest) that checks entitlement, dedupes via ai_thread_drafts partial unique indexes (one pending per thread, unique source_message_id), pre-checks balance, grounds a reply in the thread history + org voice + skills via generation.Provider.Complete, reserves a draft row then charges 5 credits (idempotency inbox_agent:<draft.ID>, row unwound on a fresh context if the charge fails so no unpaid draft lingers), and emits an org-scoped AI_DRAFT_READY event gated on access_unibox; the agent never sends - only a human POST to /unibox/agent-drafts/:id/approve sends through the normal reply path, claiming pending->approved before send with an approved->pending revert on send failure, alongside list + discard endpoints; plus the unibox awaiting_agent_draft badge + agent_drafts search scope, an AgentDraftCard in the thread view with inline-editable approve-and-send/discard, the workspace settings opt-in toggle, CanUseInboxAgent paid gate, migration 000065, and docs (inbox-agent guide, endpoints, realtime) 2026-07-14 06:13:27 +02:00
Matthew Meszaros 8d208d8c41 feat: org voice profile grounding every AI writing surface plus context-grounded unibox reply drafts - organizations gains product_description/icp_notes/voice_profile (000059) with a manage_settings workspace settings section, generation.BuildVoiceRules and BuildReplyRules fold the humanizer rules and org grounding into every prompt, WritingGenerator.GenerateWriting now takes a VoiceContext and a provider.Complete primitive powers single completions, POST /unibox/reply/draft assembles thread history plus the counterpart contact (custom fields and campaigns) plus the voice profile into a reply-tuned prompt that charges 2 credits with refund-on-failure and a client idempotency key and never sends, a Draft reply button fills the composer, and docs cover the voice profile and AI reply drafts 2026-07-13 19:04:57 +02:00
Matthew Meszaros 0fd3d03f55 feat: add org-wide team presence privacy columns (presence_show_online, presence_show_activity) with update plumbing and a PRESENCE_POLICY_UPDATED realtime event so a settings change re-gates connected sockets live 2026-06-12 05:59:01 +02:00
Matthew Meszaros 39a9752d63 feat: real tokenized invite-accept link — public /invite landing page with safe preview (org, inviter, roles), accept-by-token plus the previously-broken accept-by-invitation-id, public preview + admin copy-link endpoints, login next-param redirect, and a Copy button that yields a working /invite?token link 2026-06-11 11:57:45 +02:00
Matthew Meszaros 8540f7db15 feat: members can hold multiple roles — join tables for member/invitation role sets (migration 000044) with effective permissions as the bitwise OR recomputed on every assignment and role edit/delete, role_ids in invite/update APIs, multi-select checkbox role picker with colored chips in roster and invite flow, freely deletable roles 2026-06-11 11:24:19 +02:00
Matthew Meszaros 091b39f34e feat: roles become workspace data — seed editable Admin/Manager/Viewer rows per org (migration 000043 with member backfill), require role_id for invites and role changes, add role colors with a shared colored RoleSelect dropdown in the roster and invite flow, and rebuild Roles & access around real roles with an Owner reference column 2026-06-11 10:18:45 +02:00
Matthew Meszaros edd4524007 feat: custom organization roles backend (organization_roles table with write-through member propagation, CRUD endpoints with anti-escalation and in-use guards, custom-role invites and assignment via role_id, audited as role entity) 2026-06-11 09:39:52 +02:00
Matthew Meszaros f9bc1dc40f feat: expose organization member display fields 2026-06-07 07:03:25 +02:00
Matt e6753f7c24 feat(limits): limit-increase request workflow (backend)
Wire the customer self-serve path for asking "please give me more
mailboxes / campaigns / contacts." Migration 000046 adds
limit_increase_requests with a partial unique index ensuring only one
pending request per (org, field) so the queue can't be spammed, plus
a CHECK requiring requested > current_effective so no-op rows never
reach an admin.

Service layer:
  - SubmitLimitIncreaseRequest validates membership, rejects unknown
    fields, snapshots the user's current effective limit at submission
    time so the queue row carries the context the admin needs.
  - CancelLimitRequest lets the original submitter walk back a pending
    request; approved/rejected rows are immutable as the audit record.
  - ApproveLimitRequest stamps the row and writes the corresponding
    column on organization_limit_overrides via SetLimitOverrides —
    same write path direct admin overrides use, so granted_by and
    notes carry through and the audit log treats both flows uniformly.
  - RejectLimitRequest stamps the row with required review notes.

Routes:
  POST   /v1/organization/:orgId/limit-requests
  GET    /v1/organization/:orgId/limit-requests
  DELETE /v1/limit-requests/:id                 (submitter only)
  GET    /admin/limit-requests?status=pending
  POST   /admin/limit-requests/:id/approve
  POST   /admin/limit-requests/:id/reject

Admin approval and rejection both fire admin audit log entries with
field + requested + notes so the decision history survives any future
reorg of the request table.

UI (admin queue page + dashboard request form) plus the ToS clause
giving Warmbly the right to refuse any increase land in the next commit.
2026-05-28 12:05:32 +02:00
Matt 0f3552b1bf feat(admin): per-org limit overrides + product hard caps
Wire the write path for the override table from the previous migration:

  GET /admin/organizations/:id/overrides   view_organizations
  PUT /admin/organizations/:id/overrides   manage_organizations

PUT is a partial upsert — nil fields leave existing values untouched,
and 0 explicitly removes that column's override (back to plan default
or the product hard cap). Every write stamps granted_by/granted_at and
fires an admin audit log with the diff the admin asked for.

Introduce product-level hard caps in config/constants.go so plans that
advertise "unlimited" still have a real backstop: 200 mailboxes, 500
total campaigns, 100 active campaigns, 100 team members, 1M contacts,
1k daily campaign sends. GetEffectiveLimits resolves per-field as
override > 0 ?: plan ?: hard_cap and now never returns nil pointers,
so downstream limit checks compare against a concrete ceiling on every
plan tier. CanAddMember / CanAddCampaign / CanAddEmailAccount now call
GetEffectiveLimits instead of GetOrganizationLimits, so admin overrides
and the product hard cap both bite at runtime.

AdminOrgDetail surfaces three limit blocks side-by-side — plan, raw
override row (0 = inherit), and effective limits — so the UI can show
exactly where each enforced number came from. Slice 2 UI lands in the
next commit.

Daily creation throttles ("no 1000 new campaigns in one day even on an
unlimited plan") are explicitly out of scope; they need a per-day
counter, tracked as a TODO on the hard-cap block.
2026-05-28 08:54:07 +02:00
Matthew Meszaros c822e95e7f Merge remote-tracking branch 'origin/main' into feature/danger-zone-delayed-deletions
# Conflicts:
#	cmd/backend/main.go
#	internal/api/handler/handler.go
#	internal/api/routes.go
#	internal/models/audit.go
#	internal/models/organization.go
#	internal/models/user.go
#	internal/repository/pg_organization.go
#	internal/repository/pg_user.go
2026-05-24 04:12:10 +00:00
Matthew Meszaros e42feac0e4 feat: danger zone with delayed deletion for orgs and accounts 2026-05-24 04:06:07 +00:00
Matthew Meszaros d227038ca0 ci: drop unused/unconvert/gosimple + shadow/nilness, run gofmt
Disable the linters that fire on legacy code without flagging real
bugs: `unused` (orphan repos kept for future feature flags),
`unconvert` (defensive type conversions), `gosimple` (style
suggestions in code we don't want to touch).

govet: disable `shadow` (idiomatic `err :=` re-decls in transaction
patterns) and `nilness` (legitimate defensive nil checks that look
tautological to the analyzer).

Ran `gofmt -w internal/ cmd/` — every Go file now passes
gofmt -l with no output.

Kept: govet, staticcheck, ineffassign, typecheck, bodyclose, noctx,
sqlclosecheck, gofmt, goimports, misspell — the real-bug checks.
2026-05-23 16:54:12 +00:00
Matthew Meszaros 4eb8f7babe feat: settings overhaul, avatars, RBAC, plan alignment, perf
Backend:
- Fix contact-create 500 (nil custom_fields, doubled slice, bad RETURNING SQL)
- Avatar upload: migration 000033, S3 public-read, PNG/JPG only,
  client-resized to 512px + server dimension cap (1024px)
- Pull avatar_url through user + organization repo queries

Frontend:
- Settings restructured into nested routes with a rail layout
  (/app/settings/{profile,notifications,security,members,roles,
  workspace,billing,danger}); flat Section/Row primitives replace
  the per-card rectangles; Save buttons only render when dirty
- Standalone /app/billing and /app/team removed; legacy URLs
  redirect to the settings sections; UserNav trimmed accordingly
- CRM rebuilt: Pipelines CRUD + stage editor, Deals kanban with
  HTML5 drag/drop, Tasks bucketed by due-date with inline toggle.
  Frontend models realigned with backend (Deal.name, CRMTask.status
  enum, paginated list shapes)
- Avatars: AvatarUploader component, client-side canvas resize,
  wired into Profile + Workspace settings; UserNav + OrgSwitcher
  render the uploaded image with initials fallback
- RBAC: lib/permissions.ts mirrors organization_permission.go;
  inline role picker in Members; Roles & access section shows the
  permission matrix and per-role member counts
- Audit log page at /app/audit, gated to owner+admin via canManage
- Plans aligned with warmbly-web pricing: Starter/Grow/Business/
  Enterprise via lib/plans.ts; PlanPill, billing page, sidebar
  badges and LockedSurface all read from the same catalogue
- Header PlanPill shows current plan with status-aware coloring;
  sidebar locked rows show the required-plan badge instead of a
  generic lock icon

Perf:
- QueryClient defaults (staleTime: 30s, refetchOnWindowFocus: false,
  retry: 1) — kills 3-5 round-trip storm on every navigation
- useSubscription, usePlans → staleTime: Infinity (only invalidate
  on plan-change mutations); useUser/Timezones/Orgs get long stales
  with refetchOnMount: false
- vite.config: optimizeDeps for heavy libs + server.warmup for the
  most-mounted entry pages
2026-05-23 16:04:24 +00:00
Matthew Meszaros 0799020dac feat: add metrics, warmup content variety, tz-aware scheduling, org budget, admin stubs, and bug fixes 2026-04-09 14:33:45 +00:00
Máté Mészáros (Laptop) 6adb4cdd5a Organization, Subscription, Inqueries, limits. 2026-01-27 05:55:48 +01:00