172 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	514d5d635a	docs: reduce the top and bottom padding inside the logo svg from 40px to 16px each side	2026-07-22 09:03:12 +02:00
Matthew Meszaros	0f1ede8f3c	docs: drop the duplicate star CTA line, add top and bottom padding inside the logo svg via its viewbox, and render the logo 1.5x bigger in the readme	2026-07-22 08:56:26 +02:00
Matthew Meszaros	8079124c62	docs: restructure readme into an insforge-style layout with a background-free light/dark logo, clear product summary, features list, how-it-works diagram, and a community section linking the discord	2026-07-22 08:09:21 +02:00
Matthew Meszaros	2fb9121bee	docs: replace the readme banner with the Warmbly logo svg and trim the readme to a minimal logo-plus-docs-links layout	2026-07-22 07:51:13 +02:00
Matthew Meszaros	a82ec44547	fix: allow the docs native build scripts so next build works after the workspace file	2026-07-21 18:07:41 +02:00
Matthew Meszaros	d997a5fdbd	fix: clear the js-yaml advisory in the docs lockfile too	2026-07-21 18:02:40 +02:00
Matthew Meszaros	912a07b6e1	feat: make the sandbox seed a full realistic demo org	2026-07-21 17:34:59 +02:00
Matthew Meszaros	8055c2f05f	Merge remote-tracking branch 'origin/main' into self-host/local-stack ... # Conflicts: # cmd/backend/main.go	2026-07-20 11:53:21 +02:00
Matthew Meszaros	037779a78b	docs: de-stale the local development guide for the no-cloud nats stack	2026-07-20 11:12:37 +02:00
Matthew Meszaros	2fdaa28887	docs: rewrite the sandbox guide for the one-command flow and the fuller seeded dataset	2026-07-20 11:12:37 +02:00
Matthew Meszaros	58d7baf79d	docs: cover the no-cloud setup and the PUBLIC_HOST knob	2026-07-20 09:56:47 +02:00
Matthew Meszaros	85ab4ad7b5	feat: replace the notification email cadence enum with a configurable bundling window and drop the instant mode entirely: email_digest_minutes (30 minute floor, 30 default, 1440 max, constants in config) replaces email_digest with no per-event option or NOTIFICATION_EMAIL_ALLOW_INSTANT escape hatch, the handler validates the range and email_delivery now returns min/max minutes so clients render the bounds, the web settings page offers window presets (30m/1h/3h/daily) plus a Custom minutes NumberInput and iOS swaps the cadence menu for window presets including the server value when it matches none, the repo clamps stored values on read, and the guide plus deployment guide describe the window and keep only the NOTIFICATION_EMAIL_DAILY_CAP env	2026-07-20 08:01:22 +02:00
Matthew Meszaros	682ef3ac24	feat: cost guards on the notification email channel: the per-event instant cadence becomes self-host opt-in (NOTIFICATION_EMAIL_ALLOW_INSTANT, default off - PUT rejects it, stored values read back as smart, holds degrade to smart) with the capability exposed as email_delivery on the preferences GET so web and iOS hide the option on hosted deploys, each user gets a rolling 24h budget of non-security notification emails (NOTIFICATION_EMAIL_DAILY_CAP, default 25, 0 unlimited) counted off sent rows with over-budget alerts skipped to the in-app feed while security sign-ins always send, and coalesced group emails re-verify org membership at flush time so a member removed during the hold is dropped from To; deployment guide documents the three envs and the guide notes both limits	2026-07-20 07:44:43 +02:00
Matthew Meszaros	74c32bfec6	feat: document the digest-first notification email channel in the notifications guide: the three delivery rules (read in-app means no email, unread bundles into one email, shared events send one email with every recipient in To), the four cadences with smart as default, the always-immediate security sign-in exception, the new billing and team categories with their defaults, and the permission-targeted routing callout	2026-07-20 07:18:19 +02:00
Matthew Meszaros	847f3ba472	feat: document the From menu in the unibox guide: Auto scoring order, tag filtering, tag-scoped Auto picking within a mailbox group, and the from_tag_id API field	2026-07-20 05:28:05 +02:00
Matthew Meszaros	91c12e91be	feat: document undo send: the unibox guide gains an Undo send section (default 30s, 5-120s under Settings Profile, header countdown with cancel, scheduled and smart sends unaffected) and the unibox API reference notes instant sends hold for the undo window with scheduled_at reflecting it and DELETE /unibox/scheduled/:task_id cancelling inside it	2026-07-19 18:57:32 +02:00
Matthew Meszaros	e1750d8988	feat: add PATCH /emails/tags for bulk mailbox tagging: add_tags/remove_tags set semantics across up to 1000 mailboxes in one transaction (ownership of both mailboxes and tags enforced in SQL so stale ids are skipped, composite-PK insert makes re-adds no-ops), naturally idempotent so no Idempotency-Key needed, one audit entry with account/added/removed counts riding the email_account spine, and the endpoint registered in the docs scope map under WRITE_EMAILS	2026-07-19 16:13:43 +02:00
Matthew Meszaros	e7144a439d	feat: upgrade the AI usage view: the daily bars become a smoothed dithered area graph with a 7d/30d/90d range switcher (breakdowns follow the range, previous data held while the new range loads so nothing flashes), and limit cells drop the boxy stepper input for a big inline-editable value with a dashed-underline affordance, the dithered slider, quiet text presets, and a No cap idle state	2026-07-19 13:50:03 +02:00
Matthew Meszaros	7524d1ea37	feat: redesign the AI spend-control experience: each workspace and per-member limit is a cell with an animated expand, a dithered slider with window-sized presets and an exact number field, and a live spent-vs-limit meter; edits collect into a floating Reset/Save bar instead of writing eagerly; the 30-day chart, spend stats, and breakdowns move to dithered canvas fills with tooltips and animated counts, the credits balance ring goes dithered, and the ai-credits guide notes the new tab and limit controls	2026-07-19 13:39:07 +02:00
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	68e3ca6b6b	feat: extend the per-member AI limit to all three windows: member_limit_daily and member_limit_weekly join the monthly ceiling on org_ai_settings, MemberSpentInWindows sums the acting member's debits per window in one query, checkSpendLimits enforces day/week/month member ceilings with window-specific 429 messages, and the billing card's Per-member limits row grows the same three fields as the workspace caps	2026-07-19 13:22:56 +02:00
Matthew Meszaros	458234cd5d	feat: add clear-all assistant history: DELETE /ai/sessions wipes every conversation the member owns in the workspace (transcripts cascade, count returned, audited as an ai_session delete with clear_history metadata), the history rail gains a Clear history footer action behind the in-app confirm that also closes all session-backed tabs, and the assistant guide documents access gating, per-member limits, privacy, and both delete paths	2026-07-19 11:05:18 +02:00
Matthew Meszaros	f4014b8b73	feat: add a per-member monthly AI credit limit to the org spend controls: new member_limit_monthly on org_ai_settings flows through the settings repo, PATCH endpoint, and billing UI (its own Per-member limit field on the AI usage card), and checkSpendLimits enforces it by summing the acting member's debits this calendar month via the ledger's actor attribution (new MemberSpentSince query on the partial index from migration 000073), returning a 429-mapped member-limit error while unattributed scheduled work stays exempt	2026-07-19 11:05:18 +02:00
Matthew Meszaros	7ef7d90d8c	feat: introduce the Use AI organization permission (bit 15, the last of the 16-bit mask) gating every AI surface: assistant session routes, generation write/edit, and the compose and reply draft endpoints get a member-permission layer (API keys re-check their existing bit), migration 000073 backfills the bit onto all existing roles and member overrides so nobody loses access, defaults grant it to admin and manager but not viewer, and the web mirrors it in the permission catalog with gating on the header spark button, Cmd+I, the panel itself, and the AI drafting caret (plus team-roles and endpoint-map docs)	2026-07-19 11:04:58 +02:00
Matthew Meszaros	bacbf5552f	feat: upgrade the assistant's full-screen history rail: conversations group under Today/Yesterday/This week/Earlier sections, a search field filters them by title, each row gets a hover (always-visible on touch) delete action behind the in-app confirm that also closes the conversation's open tab and invalidates the list, the New chat button shows its Alt+N kbd chip, and the guide documents deletion and search	2026-07-19 10:50:33 +02:00
Matthew Meszaros	2de973df68	feat: add DELETE /ai/sessions/:id so members can remove an assistant conversation: repository delete scoped by org and user with the transcript cascading via FK, not-found on zero rows, an ai_session delete audit entry (which the existing realtime spine turns into live history refreshes), and the endpoint registered in the docs scope map	2026-07-19 10:50:33 +02:00
Matthew Meszaros	459d423bb5	feat: document the assistant's live streaming behavior in the guide: answers stream in word by word and each tool step appears the moment it starts	2026-07-19 10:42:10 +02:00
Matthew Meszaros	ab938575d3	feat: give the AI assistant a floating window mode on desktop: pop out via the header button, Alt+P, or tearing the docked header off its edge, then drag it anywhere by the header and resize from any edge or corner (360-920 wide, min 400 tall, always clamped fully on screen), with the geometry persisted alongside side and width, a dock-back button targeting the remembered edge, and the assistant guide updated	2026-07-19 10:31:20 +02:00
Matthew Meszaros	6f8db3ae05	feat: de-template the cold-email humanizer (drop the quotable example asks and subject that models parroted verbatim, add a VARIATION section mandating a fresh skeleton per email and capping punchy standalone lines at one) and add compose drafts: autosaved per-user working copies (client-generated ids, idempotent PUT on a 1.2s debounce, migration 000072) with Saving/Saved in the window header, close-keeps-draft instead of the discard confirm, delete on send or when emptied, and a Drafts list under the rail Compose button to resume or delete, documented in the guide and endpoints scope map	2026-07-19 08:52:56 +02:00
Matthew Meszaros	6ce5ebe900	feat: make compose AI drafting grounded and agentic: POST /unibox/compose/draft assembles the recipient's contact 360, the full correspondence history with the address, and the org voice profile into the prompt (2-credit minimum, reason compose_draft, usage settle, refund on provider failure), and when the purpose is genuinely unknowable the model returns a clarifying question instead of inventing a pitch; the draft bar gains a question phase (answer inline and it writes), the review card reports exactly what the draft was grounded in, and the composer nudges to Settings > Workspace with a link when no voice profile is set; docs cover the endpoint, credits row, and guide behavior	2026-07-19 08:37:39 +02:00
Matthew Meszaros	3f85803cfa	feat: document the compose feature: unibox guide gains a Composing a new email section (docked window, contact search, suppression blocking, Auto mailbox selection with scoring rationale, History panel, in-composer AI and subject suggestion), and the API endpoints scope map adds /unibox/compose + /unibox/compose/candidates plus the new address and direction filters on GET /unibox	2026-07-19 07:40:05 +02:00
Matthew Meszaros	ea85dbc1cf	feat: seed labels into the sandbox org (folders/tags/categories for sandbox@warmbly.test bound to mailboxes, campaigns, contacts, and four inbox threads, idempotent with a dedicated UUID namespace) and restyle the thread label dropdown to the house picker language: assigned labels show as colored chips right in the trigger with a +N overflow, the panel gets a search-or-create header, a removable assigned-chips row, color-dotted checkbox rows with an assigned marker, a friendly empty state, and a footer noting the shared category registry and the c shortcut	2026-07-18 16:35:36 +02:00
Matthew Meszaros	09bb526a6c	feat: move the inbox composer's AI to the cursor — remove the Draft reply and Write with AI buttons from the action bar and replace them with a caret companion: a faint sparkle rides the line you're typing on (or press cmd+J) and opens a menu at the caret to ask AI to write and insert there, draft a full reply from the thread, or continue writing, with typewriter insertion plus Undo/Again/Done and the unibox guide updated to match	2026-07-18 12:11:14 +02:00
Matthew Meszaros	c03cf37716	feat: seed the dev org as a mid-flight workspace: new internal/seed dev_org.go + dev_history.go give dev@warmbly.com 4 warmed premium-pool mailboxes, folders/tags/categories with real bindings (email_tags, campaign_folders, contact_categories, unibox thread labels), ~30 contacts with suppression states, an active 3-step campaign with 24 leads on a deterministic funnel and NOW()-relative sends including today, 14d campaign/warmup/daily stats rollups, a 13-message unified inbox that always resolves a dev-org sending mailbox, CRM pipeline with deals/tasks/notes/activity, reply templates, notifications, AI credit ledger history, and idempotent campaign logs	2026-07-18 12:00:24 +02:00
Matthew Meszaros	ec53089232	feat: document the in-composer AI editing — selection-edit cost row in the AI credits guide, the unibox guide now covers the draft review bar (Keep/Adjust/Retry/Discard) and the Edit with AI selection pill, and the billing usage/transaction views label the new writing_edit reason	2026-07-18 11:59:18 +02:00
Matthew Meszaros	4f9e6e6282	feat: full attribution on every AI credit charge — new actor_user_id + context jsonb columns on the transaction log (migration 000070), a typed models.CreditContext carried via request context (models.WithCreditMeta) so base charges, usage settles, web-search fees, and refunds all inherit it without signature churn, wired at every spend site (campaign switches record campaign/step/contact, automation nodes and Ask AI record automation/node/run and the question asked, reply drafts and inbox agent record the thread, the dashboard agent records the session, research records contact/run, and manual features record the triggering user), rendered as a detail line with token counts in the billing transaction log with corrected reason labels, and documented in the AI credits guide	2026-07-18 08:52:16 +02:00
Matthew Meszaros	163d3057de	feat: add web-search and extended-thinking capabilities to the campaign switch AI decider — a per-step web lookup about the contact's company (query derived from contact fields only, results fenced as untrusted, +1 credit charged only when results land, wired through a new tasks SetAISearch) and a thinking toggle that routes to the stronger model tier with a 2048-token budget priced through usage metering, with editor toggles under Capabilities and sequences/ai-credits docs	2026-07-18 08:42:08 +02:00
Matthew Meszaros	053ca6a71d	feat: usage-based AI credit system — every AI call reserves its flat minimum then settles the real token cost per model (light 1500/standard 400 tokens per credit, drain-to-zero overage settle wired into writing assistant, reply drafts, dashboard agent, inbox agent, research, automation nodes, and campaign switches), org spend controls in a new org_ai_settings table (day/week/month hard limits enforced in Consume, low-balance alert threshold, auto top-up config), a credit-watch monitor hook that fires BILLING_CREDITS_LOW realtime alerts once per day and buys the configured pack off-session via a new Stripe AutoTopUpCredits (idempotent on the PaymentIntent, bounded per month, Redis-locked), GET /subscription/credits/usage + GET/PATCH settings endpoints, and an AI usage & spend controls billing card (spend vs limits, 30-day chart, per-feature and per-model breakdowns, limits/reminder/auto-top-up form) with a realtime low-credit toast	2026-07-18 08:39:41 +02:00
Matthew Meszaros	30d4277bba	feat: harden switch value matching and restyle the decider picker — normalized comparison ignores casing and collapses whitespace, /pattern/ case names become case-insensitive regexes (validated at write time, plain cases checked before regex cases, first match wins, no substring fuzziness so 'not interested' never lands on 'interested'), and the Decided by control becomes two icon cards with descriptions matching the step-type switcher	2026-07-18 08:06:26 +02:00
Matthew Meszaros	f36c1a5001	feat: replace the campaign AI step with a Switch step — a multi-way router whose cases are rows on the canvas node, each with its own draggable source dot (per-case ai_label branches wired by handle, retarget on re-drag, purple case edges with no IF boxes, bottom dot as the otherwise fallback), decided per contact by an AI prompt (1 credit, fenced context, same credit lifecycle) or a free deterministic template-value match, with a mode toggle + case list editor (stale case paths healed on save), drag-to-empty-canvas creating the target and wiring the case, and sequences/ai-credits/automation docs rewritten for the switch	2026-07-18 05:42:50 +02:00
Matthew Meszaros	4399bb8e82	feat: collapse the campaign AI step to a prompt plus draggable named outcome paths — the connections drawn out of the step are the choice set (outcome names live on the ai_label branch conditions, deduped per step and read at run time), drop the ai_labels/ai_output_fields/ai_actions config and the whole AI action palette (side effects are ordinary action steps placed on the chosen path), and fence the contact's email, profile fields, and automation event data as untrusted content in every campaign and automation AI prompt so injected instructions inside replies are ignored	2026-07-18 05:18:24 +02:00
Matthew Meszaros	273dd7ce33	feat: merge main (deliverability auth-state sweep, watch-band cold throttle, research roadmap) plus the 000067 email-auth-state migration renumber into the campaign AI step branch	2026-07-17 18:29:06 +02:00
Matthew Meszaros	ad794bb184	feat: document the AI step and AI branching — sequences guide (AI steps, AI-picked tag choices, context controls, AI-label paths with inline label creation), automations guides (Ask AI branch, per-label classify routing), and the AI credits cost table entries for campaign AI steps and Ask AI branches	2026-07-17 16:26:58 +00:00
Matthew Meszaros	cd5e1e9cf7	Merge pull request #72 from warmbly/research/warmup-abuse-cold-effectiveness ... feat: deliverability research + observe-only SPF/DKIM/DMARC auth state and watch-band cold throttle	2026-07-17 05:29:58 +02:00
Matthew Meszaros	e5a6643e2f	feat: apply the warmup watch-band volume multiplier (0.7x) to cold campaign sends via the shared adjustmentFor helper so a watch-state mailbox slows cold volume before it hard-quarantines	2026-07-17 03:21:29 +00:00
Matthew Meszaros	5b7d29c766	Merge pull request #70 from warmbly/domain-inbox-placement ... feat: deliverability score + per-provider/per-domain inbox placement on the dashboard	2026-07-16 18:02:02 +02:00
Matthew Meszaros	1e1e357c06	feat: add a 0-100 deliverability score plus per-provider seed placement and per-domain warmup placement breakdowns to GET /analytics/deliverability, surface them on a customizable deliverability dashboard (toggleable sections + persisted view), and document the new fields in the guides and API reference	2026-07-16 17:55:34 +02:00
Matthew Meszaros	968e43cf2d	feat: collapse the sandbox quick start from six terminals to four by starting the core stack with make dev instead of infra+run+web	2026-07-16 09:51:32 +02:00
Matthew Meszaros	f7ae908439	feat: rework the local development docs around make dev - new One command section with SEED/AI_PROVIDER variants, Rust/Elixir moved to optional prerequisites, and the stale manual-env-exports-plus-air native section rewritten around the pre-wired make targets	2026-07-16 09:51:32 +02:00