Commit Graph

340 Commits

Author SHA1 Message Date
Matthew Meszaros 38e9ca980f fix: correct the dashboard /auth/me avatar and password endpoints, guard self-row actions on the members page, align the steps-page permission gate with the server, harden realtime event handling, and remove the dead admin roles client 2026-06-15 08:12:35 +02:00
Matthew Meszaros 2c910dcdeb feat: make a campaign step's Original a first-class weighted A/B arm driven by a single draggable traffic-split bar, persisting the control share as an is_control variant row 2026-06-15 08:11:53 +02:00
Matthew Meszaros a72addabeb feat: add OAuth app webhook configuration with an event picker, signing-secret reveal and rotate, per-org installs, and a cross-org delivery log 2026-06-15 08:11:35 +02:00
Matthew Meszaros d655ff4f59 feat: add the webhooks settings page with delivery observability, an onboarding setup step, and the webhook API client, hooks, and models 2026-06-15 08:11:35 +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 899bdfb2f0 fix: stop the automation builder from showing 'Updated by a teammate' when the change was made by the same user elsewhere (e.g. toggling enabled from the automations list) by consulting the global self-mutation signal 2026-06-14 11:12:07 +02:00
Matthew Meszaros c51946e4da fix: track the current user's own audited mutations from the realtime actor id so collaborative editors can tell a self-made change (list-row toggle, another tab) apart from a teammate's edit 2026-06-14 11:12:07 +02:00
Matthew Meszaros fcafac4195 refactor: remove the campaign 'notify (webhook)' step type now that the HTTP request step covers outbound calls and there is no webhook setup surface 2026-06-14 10:48:06 +02:00
Matthew Meszaros 5cee0375f9 fix: let portaled pickers/menus nest inside capture-phase and popover containers via a shared data-floating marker, and migrate the last native date/time inputs (contact activity range, unibox snooze + send-later) to the themed pickers 2026-06-14 10:48:06 +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 b94a053ac9 feat: replace native date/time inputs with the themed pickers across the dashboard (audit log, admin audit, CRM tasks/deals, contacts and unibox filters, new meeting, campaign schedule) 2026-06-14 09:52:49 +02:00
Matthew Meszaros 736bb3d0c0 feat: add themed DatePicker, TimePicker, and DateTimePicker primitives so the dashboard never falls back to native browser date/time controls 2026-06-14 09:52:49 +02:00
Matthew Meszaros e24c75a7db feat: render Pipedrive's real monogram in white on a Green Haze tile in integrations, via a full-bleed brand-logo option 2026-06-14 09:52:49 +02:00
Matthew Meszaros 9cf56ee0af feat: match the analytics tab's range/metric controls to the deliverability tab (slate-100 track with a white active pill) instead of the dark slate-900 blocks 2026-06-14 09:52:49 +02:00
Matthew Meszaros fc5e014766 fix: remove dead admin Roles/Users/Plans tabs, point the deliverability 'all mailboxes' link at /app/emails, and add the missing document titles so those dashboard tabs no longer read 'Page not found' 2026-06-14 09:52:49 +02:00
Matthew Meszaros f598237348 feat: redesign the Settings tab into grouped sections with a framer-motion sliding active indicator and animated content transitions 2026-06-14 09:52:49 +02:00
Matthew Meszaros e3c49fe571 feat: move the OAuth apps developer portal into Settings with a multi-step registration onboarding wizard (stepper, animated modal, logo upload) and an animated apps/authorized tab switch 2026-06-14 09:52:49 +02:00
Matthew Meszaros b06a11315f feat: add the OAuth 2.1 dashboard UI: an OAuth apps page (register apps with a scope picker, one-time client secret, rotate, delete, authorized-apps tab with revoke) and a standalone consent screen at /oauth/authorize, plus the API client, hooks, and sidebar entry 2026-06-13 14:07:21 +02:00
Matthew Meszaros c5226147ac fix: use Pipedrive's Green Haze (#08A742) for the provider glyph background instead of the darker favicon green 2026-06-13 13:28:35 +02:00
Matthew Meszaros a7fc7263a8 fix: make HTTP request headers/body placeholders visible with normal input colors and fix the Set variables Add variable button (stop filtering the blank row on edit) 2026-06-13 13:27:29 +02:00
Matthew Meszaros 501b5009b4 feat: add an on-error branch to automation action nodes (try/catch routing, rose on-error handle, executor follows the error edge and treats the failure as handled instead of failing the run) 2026-06-13 13:15:41 +02:00
Matthew Meszaros 9aa3300f46 feat: capture per-action output in automation run history (HTTP status/ok, set-variables values, rendered channel/url/message) and render it under each action in the builder History panel 2026-06-13 13:11:58 +02:00
Matthew Meszaros 977daf8a01 feat: surface the inbound webhook trigger in the automations builder with a copyable per-automation webhook URL and caller-defined payload conditions 2026-06-13 13:08:04 +02:00
Matthew Meszaros 9904919ae3 feat: replace the Pipedrive provider glyph with its real mark, a Green Haze circle and white blocky lowercase p, instead of a generic letter tile 2026-06-13 12:55:57 +02:00
Matthew Meszaros 2d41cb541e feat: use Slack's real four-color hash and Close's colored orb mark, fix Calendly, and give Pipedrive a branded Green Haze tile in the integrations provider glyph 2026-06-13 12:37:49 +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 5118033389 feat: render real brand logos in the integrations tab — ProviderGlyph now draws the official simple-icons (CC0) SVG marks for Slack, Discord, HubSpot, Salesforce, Zapier, n8n, Calendly, Make, and Cal.com in each brand's color on a neutral tile, falling back to a tinted initial for providers without a bundled mark 2026-06-13 12:15:06 +02:00
Matthew Meszaros dfdb304033 feat: add the HTTP request / webhook node to the automation builder — method/url/headers/body/output-key editor, registered in the action picker with a globe glyph, surfacing how to read the response in later steps and branch on {{.response.ok}} 2026-06-13 12:07:04 +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 587eae774e feat: serve the entire customer API (auth + resources) only under /v1 with no unversioned alias, and repoint the web and admin clients to the versioned base accordingly 2026-06-13 07:18:23 +02:00
Matthew Meszaros 71abb12a38 feat: stop campaigns silently stalling on a transient scheduler error by retrying instead of completing the task, end past-end-date campaigns cleanly, record scheduler failures to the campaign log, add a campaign-chain reconciler, and surface failures live in the dashboard activity panel 2026-06-13 06:27:01 +02:00
Matthew Meszaros 969d53af6d feat: animate the top-left Add-step dropdown the same as the drag-create menu (AnimatePresence scale + fade growing from the top-left) instead of appearing instantly 2026-06-12 17:47:05 +02:00
Matthew Meszaros e321d582dc feat: smoother campaign steps canvas — position-preserving layout (no jump on connect/disconnect), an animated drag-create dropdown, Condition adds the if-branch directly instead of a router you drag from, an open then dot instead of an auto-STOP, then-targets placed to the right for clean branch lanes, and the label-email action 2026-06-12 16:44:29 +02:00
Matthew Meszaros c41205ec9a feat: rework the automation canvas — drag a node's dot to empty for an animated create dropdown (reliable react-flow pane detection), unified dagre spacing for smoother branch lines, and the label-email built-in action gated to reply triggers 2026-06-12 16:44:29 +02:00
Matthew Meszaros 13e7663b03 feat: add the label_email action to the web action models — the campaign label_ids field plus the automation NATIVE_ACTIONS/labels/needs entries and a triggerCarriesThread reply-trigger gate 2026-06-12 16:44:29 +02:00
Matthew Meszaros 5c7045d742 fix: open the drag-create dropdown reliably by detecting drops on the react-flow pane (via onConnectStart ref + pane-class check) instead of connectionState.toNode, and route IF-block drags through the menu too so you can chain another condition 2026-06-12 12:55:54 +02:00
Matthew Meszaros eb74b7dafb feat: fix the Steps tab still pointing at /sequences and replace remaining user-facing Sequences with Steps (route page + folder renamed to steps, document title regex, permission labels, not-found hint, campaign count) 2026-06-12 10:03:02 +02:00
Matthew Meszaros aba0878833 feat: replace the per-node amber if-dot with a single output dot that opens a drag-drop create menu (email, action, or condition) on release, and add a Condition router node (kind wait) you can chain into nested decision trees 2026-06-12 09:51:11 +02:00
Matthew Meszaros a7a43e0c4c feat: rename the campaign sequences resource to steps across the API and URL (/campaigns/:id/steps), the JSON fields (target_step_id, step_id/step_name/step_index, analytics steps[], create body steps), the web client/models/route segment/labels, the audit step entity type, and the wire-contract docs; internal Go type names and the Kafka avro schema stay 2026-06-12 09:38:11 +02:00
Matthew Meszaros a69bf78b2c feat: move the full email toolset (template picker, save as template, write with AI, content score) into the shared EmailContentEditor and have the original step composer use it too, so every A/B variant has the identical tools as the main email 2026-06-12 09:09:34 +02:00
Matthew Meszaros e7977d7bdf feat: edit a step's email and its A/B variants in one horizontal tab bar (Original as the first tab plus a tab per variant, each showing its split share), with an embedded SequenceView for the original arm 2026-06-12 08:39:12 +02:00
Matthew Meszaros 2c4b0a07df feat: give A/B variants the same composer as the main email via a shared EmailContentEditor (subject + body + Edit/Preview render + template validation), so a variant is edited and content-checked exactly like the step's own email 2026-06-12 08:32:56 +02:00
Matthew Meszaros 8de7e32857 feat: treat a campaign step's own email as the A/B control arm so contacts split across the original plus active variants by weight, and redesign the step variants editor to show the original and variants as one weighted set with live split percentages 2026-06-12 08:04:03 +02:00
Matthew Meszaros 6e9f2b4807 feat: add a Team presence section to workspace settings with admin-gated Show who's online and Show activity toggles, and make ToggleRow support a controlled persisted mode 2026-06-12 05:59:01 +02:00
Matthew Meszaros 81f81fbe20 feat: normalize automation updated_at to a primitive before comparing it (the API client revives it into a Date, so === compared by reference and the editor always flagged its own save as a teammate change) 2026-06-12 04:58:46 +02:00
Matthew Meszaros 21f25a5361 feat: use automation updated_at as the remote-version token in AutomationFlow so the editor stops falsely toasting its own save as a teammate change 2026-06-12 04:34:13 +02:00
Matthew Meszaros f6540d9f2f feat: rejoin org/user channels and force isConnected toggle on zombie-socket wake so a backgrounded dashboard tab resumes realtime events and presence without a reload 2026-06-12 04:34:13 +02:00
Matthew Meszaros 48ce9074eb feat: automation presence reflects intent — editors claim 'editing', view-only members claim 'viewing', so the resource viewers stack and online dropdown show accurate activity 2026-06-11 19:55:01 +02:00
Matthew Meszaros c2215a62c1 feat: richer online-presence dropdown — click to pin, profile pictures, a live online + editing count, and clear per-person activity ('Editing an automation', 'Viewing a conversation', 'Replying to a message') with color-coded icons instead of a bare 'editing' 2026-06-11 19:54:44 +02:00
Matthew Meszaros 801c6b8619 fix: faster, research-backed websocket reconnect — replace the slow 1s/2s/4s exponential backoff with a fast-start schedule (first retry ~120ms) plus jitter, lower the heartbeat to 25s/8s for quicker dead-connection detection, retry token-fetch failures on the same fast backoff, and clear a Safari-suspended CONNECTING zombie socket on tab refocus so it reconnects instantly instead of hanging 2026-06-11 19:52:55 +02:00