Commit Graph
378 Commits
Author SHA1 Message Date
Matthew Meszaros 5a967cc3ce feat: let an IMAP mailbox exclude folders from sync (email_accounts.sync_skip_folders, migration 000196) so a folder another tool fills never reaches the unified inbox: the worker drops skipped folders and their subfolders before the walk, retires an already-synced one with its stored mail, and removes mail that later moves into one only when its Message-ID is found there; PUT /emails/:id/sync and the drawer's Sync card set the list, GET reports it with the server's folder list, warmbly mailbox skip-folders mirrors it, with docs, OpenAPI and error-code invalid_sync_folder 2026-09-22 05:15:49 -07:00
Matthew Meszaros e1989f9116 Merge remote-tracking branch 'origin/main' into fix/password-change-session-revocation
# Conflicts:
#	internal/app/auth/reset_password.go
2026-09-21 04:56:50 -07:00
Matthew Meszaros eac3f6d615 Merge remote-tracking branch 'origin/main' into fix/sso-link-existing-password-account
# Conflicts:
#	docs/content/docs/guides/security.mdx
2026-09-21 04:28:20 -07:00
Matthew Meszaros db0f0c6132 feat: carry the caller's session into ReissueSession from the request instead of looking it up, evict every revoked session from the cache and write a revoked tombstone where the delete is refused, and answer a password change whose reissue failed with the distinct 409 password_changed_sign_in_again that the dashboard turns into a sign-out, documented in error-codes, the endpoint reference and OpenAPI 2026-09-21 04:23:46 -07:00
Matthew Meszaros 9426c0da51 feat: validate every person, workspace and company name through internal/pkg/displayname on each write path (profile, onboarding, setup, IdP sign-in, org create and rename, org import, enterprise inquiry, admin testers, warmblyctl) with a 400 invalid_name code, render stored names in platform email through the same rules, mirror them in the web forms, check the org slug format, and document the rules in error-codes, security and AGENTS.md 2026-09-21 03:34:03 -07:00
Matthew Meszaros 0f60fd9b84 feat: attach a Google, Apple or OIDC identity to an existing password account only after that account's password is presented: resolveFederatedUser parks the sign-in as link_required with a single-use sso_link pending token, POST /auth/sso/link checks the password against the provider-asserted address on the sign-in failure budget and links then issues the session through finishLoginAs, the dashboard collects it on a new login step, and the API reference, endpoints list, security guide and OpenAPI spec describe the third login result 2026-09-21 03:25:29 -07:00
Matthew Meszaros 7626aaefe4 feat: end every session on a password change, the calling one included, and answer POST /auth/me/password with the token pair of a fresh session for that device; the dashboard stores the new pair, and the endpoint reference, security guide and OpenAPI document the response 2026-09-21 03:18:27 -07:00
Matthew Meszaros cc244e5159 feat: make every admin panel list page past the first and filter by id: bind query-string ids through models.ParamUUID since gin cannot set a uuid.UUID, page the explorers and secondary lists by an opaque offset cursor with an id tiebreak instead of an id keyset that disagreed with the sort, page the audit log on (created_at, id) with an inclusive YYYY-MM-DD end day and read next_cursor on its page, cast every before-date bound to timestamptz, coalesce nullable audit ip and user agent, and report failed admin queries and 5xx mutations to PostHog or Sentry with method, path, status, code and request id 2026-09-21 02:11:38 -07:00
Matthew Meszaros 7b93e48bd4 feat: make Archive mean something everywhere by keeping filed conversations out of every working unibox view except All mail and the Archive folder, read a mailbox address out of the raw From header so Awaiting reply stops missing every thread sent as "Name <addr>", file and mark read by thread id rather than by message id, and add per-row triage actions plus a multi-select selection bar to the conversation list 2026-09-20 07:16:35 -07:00
Matthew Meszaros 5b16a09b02 feat: write public objects without a canned ACL so a bucket whose ownership is owner-enforced still stores avatars, form assets, OAuth logos and email-body images, give the passkey login challenge its own per-IP budget separate from the one password sign-in draws on, and surface the API's own message at upload and passkey call sites instead of a generic sentence 2026-09-20 15:40:52 +02:00
Matthew Meszaros addb956ad6 feat: shared TypeSafe client under internal/pkg/typesafe with inbox tagging phases 2 and 3 (hold, stop, task, suppress behind workspace switches, reversible ones on by default), labels seeded at workspace creation and by the follow-up sweep, premade inbox views (hot leads, needs a reply, follow up, declined, automated), typed reply classification and a reply_intent branch condition, an inbox agent draft gate, Advisor copy judgment with a cached editor re-check, warmup content lint, bounce cause classification that keeps a blocked address sendable, and per-form submission triage 2026-09-19 23:33:37 -07:00
Matthew Meszaros dee54417a3 Merge pull request #612 from warmbly/feature/campaign-daily-send-view
feat: add a Today's sending plan to the campaign overview and feed the sidebar meter and wizard estimate from the scheduler's own clamps (issue #606)
2026-09-19 17:04:19 +00:00
Matthew Meszaros ed50c278fa feat: make view-preference writes partial so a sort click before the layout loads keeps the saved columns (PUT /me/views/:view coalesces on the bound parameter and returns the row in one query, with a live test), validate column ids against each view's known columns and sorts against the contacts search's, reject a malformed custom sort on the bulk select-all and export paths too, key the browser's layout cache by user as well as workspace, commit a drag reorder once on drop instead of once per crossed row, save a Name-only layout as ["name"] so it cannot read as the default, start text sorts ascending from the Sort menu as a header click does, and share the pickers' checkbox square as a ui primitive 2026-09-19 09:38:59 -07:00
Matthew Meszaros 150dc7df6e feat: add a Today's sending plan to the campaign overview (GET /campaigns/:id/send-plan, derived through the scheduler's own gates: per-mailbox cap clamps, warmup graduation, health bands, other campaigns on the same mailbox, hours, spacing, window, plan allowance, new-lead cap and leads due, as a waterfall that adds up), feed the sidebar meter and the wizard estimate from the same clamps instead of summing configured caps, floor the campaign chain's next tick at the pool's spacing rather than one mailbox's whole gap, fold the compact Advisor strip to one line, add warmbly campaign plan and warmblyctl campaign plan, and document it (issue #606) 2026-09-19 09:31:46 -07:00
Matthew Meszaros 62201a2dd3 feat: let each member choose, reorder and persist the contact list's columns (custom fields included) and sort on any of them: a user_view_preferences table (migration 000187) behind GET/PUT/DELETE /v1/me/views/:view, a column registry that renders the contacts and campaign Leads tables from a saved layout, a Columns chooser with drag reorder and a Sort menu on both toolbars, click-to-sort headers, sort_by custom:<key> plus company and phone sorts in POST /contacts/search resolved once for Search and SearchIDs with a nullable keyset cursor, and the contacts guide, API reference, openapi, error codes and export-import docs updated 2026-09-19 09:24:17 -07:00
Matthew Meszaros e9d1a7e734 feat: reserve the per-account reauth attempt atomically before checking a password or 2FA code, keep the 2FA dialogs open while a request is in flight, move and trap focus in them, show a retry row when 2FA status fails to load, and drop Idempotency-Key from the recovery-code route with the reason documented 2026-09-19 08:36:59 -07:00
Matthew Meszaros de10ca5216 feat: put 2FA disable and recovery-code regeneration behind the per-account reauth attempt budget and document it in the account API reference 2026-09-19 08:16:53 -07:00
Matthew Meszaros 274ff888a5 feat: rebuild two-factor setup in Settings > Security as a three-step wizard with a QR code, manual setup key and TOTP parameters, inline code errors, and recovery codes with download, copy and print; show enable date and remaining recovery codes, add POST /auth/2fa/recovery-codes to regenerate them, return two_fa_invalid_code on a mismatched code, and update the security guide, API reference, error codes and OpenAPI 2026-09-19 08:15:31 -07:00
Matthew Meszaros 464ec521ca feat: present the $15 pool plan as the Warmup plan everywhere: rename the plan row (migration 000185), add it to the dashboard catalog so the header and billing overview name it, show the cloud tier in a self-hosted instance's header pill and a Plan section under Settings > Warmbly Cloud with upgrade and manage links to the cloud billing page, nudge on the mailboxes page only when the free pool is full, drop the self-host framing from the cloud's checkout dialog, paths panel and locked screen, rebuild the checkout dialog in the plan chooser's style, pitch Premium on deliverability from one shared benefit list, and update the billing and Warmbly Cloud guides and the pricing FAQ 2026-09-19 05:57:41 -07:00
Matthew Meszaros acecd62c88 feat: scope mailbox disconnect and warmup lifecycle to the workspace rather than the member who connected the mailbox so an admin can act on every mailbox the list already shows them, evict a mailbox whose row is gone from every live worker when its provider errors arrive so a deleted mailbox stops calling the provider once a sync interval forever, subscribe before publishing the credential-validation job and classify a socket deadline as the retryable timeout it is, give the worker's validation reply its own budget so a slow mail host no longer loses a finished verdict, guard every global key handler against a keydown carrying no key, drop exceptions whose whole message is an object's default toString, make the Postgres pool size configurable, and record the CASA and security invariants in AGENTS.md 2026-09-19 12:49:46 +02:00
Matthew Meszaros b09ec39907 Merge pull request #599 from warmbly/chore/casa-al1-security-assessment
feat: complete the ADA CASA AL1 control set and ship the assessment evidence pack
2026-09-19 06:39:12 +00:00
Matthew Meszaros 03f59d4d6f docs: state the tenant and key-shape invariants in these comments as the constraints they are, rather than as an account of what each check replaced, since this repository is public and every self-hosted instance that has not updated yet reads the same text 2026-09-19 08:28:41 +02:00
Matthew Meszaros e668a2a36b feat: complete the ADA CASA v2.1.1 AL1 control set across authentication, sessions, access control, cryptography, input validation and configuration, adding a breached-password denylist and per-account login throttling, enforced multi-factor authentication on the admin panel, step-up confirmation before an action that mints a lasting credential, purpose-scoped session tokens, single-use TOTP steps, tenant verification on every cross-referenced identifier, security headers on every surface, encrypted webhook signing secrets, per-organization idempotency, PKCE and a minimal two-scope Gmail consent on the mailbox OAuth flow, bounded spreadsheet and archive decoding, a patched Go toolchain with govulncheck in CI, and the evidence pack under compliance/casa 2026-09-19 08:18:35 +02:00
Matthew Meszaros 6428e6b3e9 Merge pull request #594 from warmbly/feature/disable-google-oauth-new-mailboxes
feat: route new Gmail mailboxes through a guided app-password connect instead of Google sign-in, behind BOX_GOOGLE_OAUTH_CONNECT, leaving existing OAuth mailboxes sending and re-authorizable
2026-09-19 06:11:15 +00:00
Matthew Meszaros 49acd51b64 feat: stop one recurring fault burying error tracking by reporting it once per five minutes with the count it stands for, keep a cache outage from answering every signed-in request with a 500 and from taking realtime down by treating an unreachable Redis as a miss and the websocket handshake nonce nothing reads as best-effort, answer a 5xx with a sentence the reader can act on while the call site's own words go to the log against the same request id, prefer the API's own message over the HTTP class in the admin and dashboard clients, and name the fix on a schema registry refusal, an SES sandbox rejection and a mailbox check that could not be run 2026-09-19 07:39:40 +02:00
Matthew Meszaros ee46cb49e8 feat: route new Gmail and Google Workspace mailboxes through a guided three-step app-password connect over smtp.gmail.com and imap.gmail.com instead of Google sign-in, behind BOX_GOOGLE_OAUTH_CONNECT (off by default) and announced to clients as gmail_oauth_connect on /auth/config, refusing a new gmail OAuth start with 403 mailbox_gmail_oauth_disabled in both the direct and Warmbly Cloud broker paths while leaving mailboxes already connected that way sending, syncing and re-authorizable 2026-09-18 22:06:09 -07:00
Matthew Meszaros f99ee57484 feat: scope mailbox disconnect to the workspace instead of the connecting member, so a teammate with manage_emails no longer gets 404 on a mailbox the list shows them, delete by id in the repository on the strength of that check while the worker removal still names the owner the consumer's unibox cleanup is keyed on, and read the API's own reason off the normalised AppError in the accounts page so a refused disconnect says why instead of "The mailbox couldn't be disconnected" on every failure 2026-09-19 06:01:03 +02:00
Matthew Meszaros cd964aafa8 feat: stop a deleted mailbox living on inside its worker, by returning the worker assignments a scheduled org or user deletion destroys so the erasure path can evict them the way the single-mailbox delete already does, and by treating an assignment lookup that finds no row as the mailbox being gone rather than a failed lookup, which tells every live worker to drop it; and clear the rest of error tracking by retrying a mailbox delete that loses a deadlock to its own cascade instead of failing the person who clicked Disconnect, answering a daily-usage read for a mailbox that no longer exists with 404 rather than a reported 500, and guarding the inner data field on three list reads plus serialising an empty pool-link list as [] rather than null 2026-09-18 12:42:43 +02:00
Matthew Meszaros c1e45b194a feat: merge latest main before worker capacity queueing 2026-09-17 06:26:07 -07:00
Matthew Meszaros d6025ea4c0 feat: address worker capacity review findings with safe migrations and recovery reporting 2026-09-17 06:24:14 -07:00
Matthew Meszaros dcf26a2361 feat: make automatic inbox tagging atomic live and reviewable in production 2026-09-17 04:57:24 -07:00
SUMAN JANA 260898bf20 feat(inbox): automatic tagging and relevance scoring for inbound mail, optional and off by default 2026-09-17 04:57:24 -07:00
Matthew Meszaros bab9f86727 feat: correct worker capacity, mailbox distribution, observed IPv4, fleet pagination, and premium pool promotion 2026-09-17 04:15:05 -07:00
SUMAN JANA 2134c7a143 feat(analytics): report on mail written by hand, with opt-in open and click tracking per mailbox 2026-09-17 10:26:25 +00:00
Matthew Meszaros 0f5ca71155 feat: correct mailbox sending metrics and workspace analytics across dashboard surfaces 2026-09-16 21:44:42 -07:00
Matthew Meszaros 0d331cd528 Merge pull request #556 from warmbly/feat/tester-join-existing-workspace
feat: a tester can join an existing workspace instead of always getting an empty one
2026-09-16 17:50:07 +00:00
Matthew Meszaros 03f813dd43 feat: let an admin create a tester account that joins an existing workspace with an explicitly chosen role instead of always minting an empty one, so an OAuth reviewer signing in lands in a workspace that shows the app doing real work 2026-09-16 19:37:32 +02:00
Matthew Meszaros e0ddcd79d2 feat: register contact timeline live-test cleanup before fixture setup can fail 2026-09-16 10:36:37 -07:00
Matthew Meszaros cf1429f571 feat: cover contact timeline access at the HTTP boundary and centralize campaign event tenant scoping 2026-09-16 10:27:18 -07:00
Matthew Meszaros 6762b4e491 feat: scope contact activity timelines to the selected organization so teammates can load contacts and campaigns created by other members 2026-09-16 08:20:31 -07:00
Matthew Meszaros def0a5e5f1 feat: restore workspace campaign access and enforce shared analytics permissions (#543) 2026-09-16 03:31:01 -07:00
Matthew Meszaros 0a1ed6f04e feat: resolve scanner ASNs from a GeoLite2-ASN database so the catalogue's asn: entries match without a Cloudflare transform rule, ship the Proofpoint, Mimecast and Cisco ASNs enabled behind a new probable certainty that widens the consumer's machine window instead of deciding the verdict, make the tracking event dedupe claim one coalesced operation, and report an ASN database that opened cleanly but resolves nothing (#440) 2026-09-15 01:48:45 -07:00
Matthew Meszaros dd98187231 fix: shorten recipient unsubscribe links to 22-character, 128-bit stored tickets (#498) (#525)
* feat: shorten every recipient unsubscribe link from a 96-character signed token to a 22-character stored ticket carrying 128 bits from crypto/rand, minted once per recipient per campaign and reused by every step, so the address the text/plain half of a cold email prints in full fits on one line and cannot be guessed, keeping the signed form working for links already in inboxes and as the fallback when the store cannot be written, and answering a failed lookup with a retryable 'try again shortly' instead of telling the recipient their opt-out is invalid (issue #498)

* fix: restore the disabled-signer guard in URLOn, which factoring the URL builder moved behind a token mint that dereferences the signing key, so a nil or origin-less signer returns the empty string every caller reads as 'no link can be minted' instead of panicking (PR #525 review)
2026-09-15 00:42:45 -07:00
Tung Lam dd4234980b fix: reconcile expunged IMAP drafts so a Gmail autosave replacement stops leaving duplicate copies in a thread, by diffing each drafts folder's live UID set against the rows the backend holds for that UIDVALIDITY generation and removing the ones the server no longer reports, only in drafts and only when the selected generation still matches the listing (issue #516) 2026-09-15 00:00:20 -07:00
Matthew Meszaros 50711a8e66 fix: a campaign's linked segments are its audience, so detaching one withdraws its leads (#510) (#523)
* fix: make a campaign's linked segments the audience rather than an accumulator, so detaching one withdraws the leads it enrolled instead of leaving the old list mixed in with the new, tracked by a new campaign_leads.source that keeps a hand-picked lead, an overlapping segment's member and anyone the campaign has already emailed out of the withdrawal, and reported back as withdrawn/contacted counts the dialog confirms and explains (issue #510)

* fix: serialize the linked-segment sweep against a link replacement by taking the same campaign lock, so a sweep that read the old set cannot re-enrol the audience the replacement just withdrew, and word the dialog's confirm and toast so the campaign, not the segment, is what has already emailed a lead

* fix: stop the one-shot segment enrol from re-stamping leads that are already in the campaign, since the Leads tab's Add back runs through it and pinning a whole linked audience as hand-picked because one held-out member was restored is the accumulation this change exists to end

* fix: lock the leads a detachment is about to withdraw before deciding, because a send is reserved by stamping campaign_contact_progress and only then locking the lead row, so a reservation committing mid-pass was invisible to the delete's snapshot and could withdraw a lead whose first email had already gone; and report the already-emailed count on every toast branch, since a detach where the whole audience had been emailed changed no count and said nothing after confirming a removal

* fix: add the campaign_leads.source check constraint NOT VALID, which still enforces every insert and update while skipping a full scan of the largest table in the product under ACCESS EXCLUSIVE to learn that a one-statement-old column holds its own default everywhere
2026-09-14 22:12:15 -07:00
Matthew Meszaros ffd27bc46d fix: stop every out-of-office notice and bounce opening a high-priority CRM follow-up by classifying machine replies from their headers and gating the task on a per-intent setting, and give the Tasks page multi-select with select-all-matching, bulk status, priority and delete over new PATCH and DELETE /crm/tasks endpoints (issue #471) 2026-09-14 12:20:47 -07:00
Matthew Meszaros 8d790ede6c feat: send from any address Google has verified a Gmail mailbox to send as and import the signature its owner already wrote in Gmail, reading both through gmail.settings.basic at connect and on demand via GET/POST /emails/:id/identity, validating the choice against the provider's own list in the service and again inside the UPDATE, clearing it when the provider stops verifying it, and never applying it to warmup (#514) 2026-09-14 10:13:36 -07:00
Matthew Meszaros 13e9ce8e10 feat: hold a lead whose mailbox answers out of office until they are back, resuming at the return date it names, plus a manual per-contact pause in one campaign that unsubscribing and the suppression list were the only stand-ins for 2026-09-14 09:26:06 -07:00
Matthew Meszaros adfe4c17aa Self-hosted pool plan: a price the server resolves, and a checkout that reaches it (#494)
* feat: make the self-hosted pool plan buyable by resolving its Stripe price server-side behind a new /pool-link/offer and /pool-link/checkout pair, adding the plans.price_yearly column the yearly price id never had, and landing the instance's Unlimited button on a dialog that names the workspace and the billing period instead of a plans grid the non-public plan never appears in

* feat: apply the pool dialog's yearly default once per opening rather than on every offer result, so a background refetch cannot move the billing period out from under someone who already chose monthly
2026-09-13 21:22:12 -07:00
Matthew Meszaros 6b6efca865 fix: campaign follow-ups opened a new conversation instead of replying in the contact's thread, so carry In-Reply-To/References and the Gmail threadId from the previous send, give every step a reply-in-thread switch, and let a threading step inherit the conversation's subject (issue #472) (#489) 2026-09-13 20:51:41 -07:00