Commit Graph

113 Commits

Author SHA1 Message Date
Matthew Meszaros fe96eff7b4 feat: audit-log coverage for teams, automations (typed entity), lead-sync sources, and manual meetings so the org activity trail and its realtime spine see every mutation 2026-06-11 07:47:29 +02:00
Matthew Meszaros a6acb97dea feat: key the worker-facing internal DEK endpoint by organization
The /api/v1/internal/dek route parameter is now :orgID to match the
org-scoped encryptedkeys store. Workers fetch the organization DEK for
the account they are operating on instead of a user DEK.
2026-06-10 17:16:07 +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 b2c5117eca feat: preview campaign templates
Adds the shared template helper function map, send-path spintax expansion, server-side template preview validation, and the campaign template preview endpoint.
2026-06-08 15:04:53 +02:00
Matthew Meszaros 4013b33008 feat: expose security notification APIs
Wires notification and two-factor services into the backend and consumer, adds the authenticated notification feed/preferences endpoints, and exposes the public 2FA login verification endpoint.
2026-06-08 15:04:47 +02:00
Matthew Meszaros 5f7ac801ba feat: execute automation graphs 2026-06-08 12:03:11 +02:00
Matthew Meszaros b28fc9e957 feat: expose automation APIs 2026-06-08 06:55:11 +02:00
Matthew Meszaros e6b2f233a1 feat: expand integration and meeting APIs 2026-06-08 06:25:40 +02:00
Matthew Meszaros 8773b7f7f3 feat: push contacts to integrations 2026-06-07 20:30:52 +02:00
Matthew Meszaros 051ae73fd2 feat: resolve named sender contacts 2026-06-07 07:54:02 +02:00
Matthew Meszaros 5f3940602f feat: add CRM task search summaries 2026-06-07 07:04:16 +02:00
Matthew Meszaros 62da3c3e3d feat: add organization teams API 2026-06-07 07:03:49 +02:00
Matthew Meszaros f4c738de06 feat: add customizable CRM task types 2026-06-07 06:18:01 +02:00
Matthew Meszaros 625b10a5c8 feat: add contact email lookup endpoint 2026-06-07 06:17:24 +02:00
Matthew Meszaros 0ac0ba80ca Merge remote-tracking branch 'origin/main' into feature/crm-system 2026-06-06 19:42:26 +02:00
Matthew Meszaros 050d09c961 feat: add cross-pipeline deals search surface
Replace the client-side, 100-row-capped deals board as the default view
with a server-driven cross-pipeline table so totals stop lying at scale.

- POST /crm/deals/search: faceted filter body (query, status, pipeline,
  stage, owner, campaign, value range, close-date range), whitelisted
  sort, offset pagination, and Contact/Stage/campaign hydrated via JOIN.
- POST /crm/deals/summary: COUNT + SUM(value) per status and per stage
  over the same filter, with a mixed-currency guard, so header and board
  column totals are true server aggregates.
- DealsTable: cross-pipeline default view (infinite scroll, server
  filters/sort, honest summary stats) with a Table|Board toggle; the
  kanban stays as the single-pipeline working view.
- Deal attribution: campaign_id + source_mailbox_id columns + indexes
  (migration 000022) as groundwork for revenue lineage.
2026-06-06 19:42:20 +02:00
Matthew Meszaros 86d7d1f7d3 feat: expose unibox thread label api
Add read and replace endpoints for conversation labels, wire service methods, and route sender/category filtering through the thread-collapsed search path.
2026-06-06 19:37:19 +02:00
Matthew Meszaros da82993846 feat: add campaign workflow backend support
Add sequence action-node storage and execution, template conditional rendering, lead progress state, profile updates, webhook fan-out throttling, and supporting repository fixes.
2026-06-06 07:49:52 +02:00
Matthew Meszaros 49f1b28bd1 feat: add campaign lead order api
Wire campaign lead ordering through handlers, service methods, and campaign routes.
2026-06-05 15:44:26 +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
Matthew Meszaros 3c440a9f0c feat: add campaign attachment endpoints
Persist campaign attachment metadata, enforce attachment storage quotas, and expose list, upload, and delete routes backed by object storage.
2026-06-05 06:03:13 +02:00
Matthew Meszaros d6f055da19 feat: add lead sync backend 2026-06-04 11:49:55 +02:00
Matthew Meszaros e1e02c5c18 feat: add campaign send controls backend 2026-06-04 08:53:23 +02:00
Matthew Meszaros 1afe453eb0 feat: add deliverability controls
Add seed inbox-placement testing with admin management, placement result polling, and seed mailbox persistence.

Add pre-send email verification, invalid-recipient skipping, warmup-health campaign gating, and RFC 8058 one-click unsubscribe headers/endpoints.
2026-06-03 16:47:53 +02:00
Matthew Meszaros 2009780beb feat: add warmup batch generation
Add OpenAI Batch API support for warmup content generation, including job metadata, polling, cancellation, and completed-batch ingestion.

Share the generation prompt between sync and batch modes and humanize/lint generated threads before storing them in the warmup content library.
2026-06-03 11:14:33 +02:00
Matthew Meszaros 24422ed427 feat: add campaign template scoring
Add an advisory content score endpoint that reuses warmup linting heuristics for campaign templates.

Surface the score in the sequence editor so users can check subject and body deliverability before sending.
2026-06-03 06:27:07 +02:00
Matthew Meszaros e81f6d54cf feat: add mailbox deliverability checks
Add an email auth-check endpoint and dashboard panel for SPF, DKIM, and DMARC validation.

Expose warmup content segment editing on mailboxes so segment-aware warmup content can be selected intentionally.
2026-06-03 06:26:23 +02:00
Matthew Meszaros 15ef9d4994 feat: add warmup content controls
Add warmup content generation and admin review surfaces, plus mailbox warmup appeal/status APIs.

Track warmup engagement and tampering signals so unsafe mailboxes can be handled by the warmup flow.
2026-06-03 05:05:53 +02:00
Matthew Meszaros eac99628bb feat: enforce worker pool assignment safety
Reserve dedicated worker allocation for the control plane, auto-promote spare capacity when needed, and keep risky or quarantined mailboxes off clean shared workers.
2026-06-02 16:38:49 +02:00
Matthew Meszaros bc435747ea feat: expand admin management queries
Add richer backend models, handlers, services, and repository queries for admin campaigns, discounts, outreach, organizations, limit requests, and provisioning surfaces.
2026-06-02 15:54:29 +02:00
Matthew Meszaros 2430095197 feat: move infrastructure state off dynamodb
Remove DynamoDB-backed storage paths, add Postgres/HTTP repositories for mailbox state maps, wire the internal message-map API, and add provisioning runner/migration plumbing.
2026-06-02 15:54:12 +02:00
Matthew Meszaros 3837cd3898 feat: bound auth login network waits
Add request and mail-delivery timeouts around auth flows so login requests cannot hang indefinitely when notification delivery stalls.

Allow the local admin dev origin through default CORS and update context-aware lint fixes so the repository lint gate passes.
2026-06-01 16:56:24 +02:00
Matthew Meszaros 559d05a458 feat: use dot-separated event-bus topic names for Kafka compatibility 2026-06-01 12:49:24 +02:00
Matthew Meszaros a35ca01a6c feat: fix warmup lifecycle audit logging
Use the organization-scoped audit helper after merging the updated audit service signature from main.
2026-06-01 11:41:22 +02:00
Matthew Meszaros 83eae84d49 feat: merge main into warmup branch
Resolve the main-branch conflict in realtime event publishing by keeping both warmup account-health and audit-created events. Renumber the warmup migrations after the current main migration tail.
2026-06-01 11:36:04 +02:00
Matthew Meszaros a04d7450bc feat: guard warmup reconciliation by access
Make the warmup task reconciler re-check account state and org warmup access before scheduling replacement tasks. Remove pool membership for accounts whose org can no longer use warmup to avoid repeated no-access task churn.
2026-06-01 11:19:44 +02:00
Matthew Meszaros fc18b8e470 Merge pull request #23 from warmbly/feature/passkey-login-experience-2 2026-06-01 09:15:21 +02:00
Matthew Meszaros 218af13dd9 feat: add session management
Add authenticated session listing and revocation APIs, track the auth provider on sessions, and expose active session controls in account security settings.
2026-06-01 05:53:49 +02:00
Matthew Meszaros e237986f46 feat: merge main into integrations oauth 2026-06-01 04:49:50 +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
Matthew Meszaros e0ced97ba1 feat: add organization audit trail
Move audit logs into org-scoped Postgres storage, wire audit events across backend handlers, and surface actor details in the dashboard activity log.

Add realtime audit invalidation and retention pruning so the trail stays current and bounded.
2026-06-01 04:23:00 +02:00
Matthew Meszaros 87f9bf58b0 feat: add Safari-ready passkey login
Add passkey enrollment and login wiring, including a Safari-safe explicit login path that prefetches the WebAuthn challenge before the click and calls the credential ceremony immediately from the user gesture.
2026-06-01 03:09:17 +02:00
Matthew Meszaros 545dcea940 feat: show scheduled replies in threads
Add a thread_id filter for scheduled Unibox sends and expose a per-thread hook for the dashboard.

Render queued sends inline in ThreadView with cancellation, refreshing the thread, scheduled list, and overview caches after cancel.
2026-05-31 05:19:39 +00:00
Matthew Meszaros 7b5a87d1d1 feat: add unibox scheduled send backend
Add Unibox overview, snooze, and scheduled-send endpoints with task repository support, queue caps, execution-time guards, and snooze persistence.
2026-05-31 04:26:26 +00:00
Matthew Meszaros 4663333d2c feat: update billing and email settings 2026-05-30 15:45:10 +00:00
Matthew Meszaros a227938778 feat: seed unibox trial fixtures 2026-05-30 14:06:36 +00:00
Matthew Meszaros d08c984c42 feat: snapshot current dashboard changes 2026-05-30 13:56:27 +00:00
Matthew Meszaros 44c837d8ac Merge branch 'main' into feature/dashboard-plans
# Conflicts:
#	AGENTS.md
2026-05-30 09:49:12 +00:00
Matthew Meszaros b168f4d466 feat: simplify worker installer route 2026-05-30 09:37:26 +00:00
Matthew Meszaros d8a546eca5 feat: add worker enrollment install 2026-05-30 05:10:27 +00:00