 Matthew Meszaros
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2945974ca7
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feat: build the campaign AI step editor and canvas routing — instruction with contact variables, label/output-field lists, an AI action palette reusing the extracted ActionConfigFields with per-action when-hints and AI-picked tag/label choice sets with max-pick caps, what-AI-can-see context toggles, and AI-label connection paths with inline new-label creation that writes the label back to the step
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2026-07-17 16:26:50 +00:00 |
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Matthew Meszaros
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fd2994bdd8
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feat: build the automations builder UI for AI branching — an Ask AI (yes/no) condition field with prompt textarea, event-variable chips and credit note, per-label connection routing on AI classify nodes via a node-editor "Route connections by label" section with purple label edges, and stale label-edge healing on save
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2026-07-17 16:26:42 +00:00 |
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Matthew Meszaros
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1e1e357c06
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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
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2026-07-16 17:55:34 +02:00 |
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Matthew Meszaros
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d0e8bc1c97
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feat: add one-command MCP OAuth connect on api.warmbly.com/v1/mcp — RFC 7591 dynamic client registration for public PKCE clients (dcr.go), RFC 9728 protected-resource metadata + WWW-Authenticate challenge via MCPAuthMiddleware, /v1/mcp now accepts an API key or OAuth token, public-client auth with no secret and mandatory PKCE reusing the existing OAuth 2.1 server (nullable-org clients, migration 000066), executable-redirect-scheme hardening on the open register endpoint, plus mcp/oauth/authentication/endpoints docs
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2026-07-16 08:57:19 +02:00 |
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Matthew Meszaros
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e4a391c8a4
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feat: make the assistant panel fully placeable: drag the inner edge to resize (360-720px, persisted), dock to the left or right screen edge from the header (persisted, dock bar follows), and panel-scoped shortcuts (Cmd/Ctrl+]/[ switch tabs, Alt+N new chat, Alt+W close tab, Alt+M minimize) listed in the shortcuts dialog
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2026-07-16 07:50:24 +02:00 |
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Matthew Meszaros
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0b073bbe8a
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feat: redraw AgentMark as the recognizable AI glyph (large spark + small companion spark, filled) and bump the header assistant icon to w-4 so it reads clearly as the AI agent
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2026-07-16 07:18:56 +02:00 |
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Matthew Meszaros
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602f0d2d0c
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feat: animate the notifications dropdown open/close with the house framer-motion pattern (AnimatePresence fade + 4px slide, 120ms) instead of popping in instantly
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2026-07-16 07:05:06 +02:00 |
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Matthew Meszaros
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4830fb9631
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feat: drop the black tile behind the assistant logomark; the AgentMark spark now renders bare in sky-600 in the panel header, empty state, and minimized dock
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2026-07-16 07:02:38 +02:00 |
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Matthew Meszaros
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619b63715d
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feat: force the dashboard light-only (theme resolver and ThemeProvider never apply the .dark root class) and drop the dark/system theme commands from the command palette, fixing the palette rendering dark inside the all-white app on a dark-mode OS
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2026-07-16 07:02:38 +02:00 |
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Matthew Meszaros
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c2bd4a7301
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feat: animate the sidebar READY status with a dedicated status-breathe keyframe (halo swells 0.6x to 1.4x and fades on a 2.2s cycle, honoring prefers-reduced-motion) since animate-pulse on the tiny halo was imperceptible; CONNECTING dot pulses too
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2026-07-16 07:02:38 +02:00 |
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Matthew Meszaros
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b03964ac29
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feat: give the sidebar READY status a slow breathing emerald glow instead of a static ring and pulse the CONNECTING dot, so a quiet-but-connected workspace visibly reads as alive
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2026-07-16 06:56:13 +02:00 |
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Matthew Meszaros
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d64c1ddcf7
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feat: give the assistant a serious monochrome AgentMark logomark (panel header, empty state, top bar), center single-line composer text against the send button, add minimize-to-dock with a live bottom-right status bar (working/step count, needs approval, response ready), unseen dots on tabs, and a live status badge on the header spark button
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2026-07-16 06:52:30 +02:00 |
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Matthew Meszaros
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e87adf1251
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feat: add agentMinimized and per-tab unseen state to agentSlice and make Cmd+I dock-aware (restores a minimized panel instead of closing it)
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2026-07-16 06:52:30 +02:00 |
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Matthew Meszaros
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d0e8daf763
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feat: fix agent panel interaction bugs: stick-to-bottom scrolling with a Latest pill, per-tab drafts, IME-safe Enter, double-send guard, send lock during history hydration, inert+Escape when closed, autoresizing composer, editor-style tabs (middle-click close, active scroll-into-view, tablist a11y), focus management, memoized turns, centered transcript in expanded mode
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2026-07-16 06:28:29 +02:00 |
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Matthew Meszaros
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de3aed0a9b
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feat: keep the unsent composer draft per agent tab in agentSlice and respawn a fresh tab when the last one closes so the panel is never blank
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2026-07-16 06:28:29 +02:00 |
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Matthew Meszaros
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d8475a1896
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feat: render assistant replies as markdown with a dependency-free React renderer (bold, lists, inline code, safe links, fenced code) and prompt the agent to emit that simple subset
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2026-07-16 06:28:29 +02:00 |
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Matthew Meszaros
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4afe593b57
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feat: show a free-model notice in the assistant footer and hide the credit counter when the run is on a free/local model
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2026-07-15 18:52:07 +02:00 |
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Matthew Meszaros
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652ddf6ff4
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feat: track a per-tab freeModel flag in the AI agent workspace store
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2026-07-15 18:52:07 +02:00 |
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Matthew Meszaros
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79c43e2168
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feat: add free_model to the agent stream event and transcript client types
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2026-07-15 18:52:07 +02:00 |
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Matthew Meszaros
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ed5e577ed0
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feat: rebuild the AI assistant as a multi-tab workspace with a session history rail, expand-to-workspace mode, per-tab streaming, transcript rehydration and starter prompts
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2026-07-15 17:54:16 +02:00 |
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Matthew Meszaros
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684152d699
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feat: add the agent transcript client and hydrated turn and block types used to rehydrate a reopened assistant conversation
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2026-07-15 17:54:16 +02:00 |
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Matthew Meszaros
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a3e27c77da
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feat: add an AI agent workspace store slice holding per-tab conversations, the active tab, and expand state so assistant chats survive the panel closing
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2026-07-15 17:54:16 +02:00 |
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Matthew Meszaros
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fd36061901
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feat: make the campaign live-activity empty state status-aware so a finished campaign reads as all caught up instead of waiting for the next send
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2026-07-15 17:54:03 +02:00 |
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Matthew Meszaros
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e7414f9f3b
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feat: surface the Done lead status in the campaign Leads table pill and the progress strip as a distinct indigo state
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2026-07-15 17:54:03 +02:00 |
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Matthew Meszaros
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a0f92ab284
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feat: sidebar live panel shows a connected-but-quiet workspace as green READY with a solid halo and an active one as pulsing LIVE, leaving gray only for a real disconnect so IDLE no longer looks offline
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2026-07-15 17:54:03 +02:00 |
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Matthew Meszaros
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a6ccd90090
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feat: lock plan-gated sidebar tabs and pop an upgrade dialog on click - a feature the org's plan doesn't include now renders a locked, dimmed sidebar row (lock icon + plan badge) that opens an access dialog on click instead of routing to a teasing empty upsell page, mirroring how permission-gated tabs already lock and pop AccessLockedDialog; the dialog gains a plan variant (sparkle, 'X is on the Starter plan', Upgrade CTA to billing for owners / 'ask the owner' for everyone else) so every no-access sidebar tab - by role permission or by plan - consistently locks and explains itself
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2026-07-15 07:04:00 +02:00 |
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Matthew Meszaros
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aa6a6a8525
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feat: show the recipient address on the inbox-agent draft card so a reviewer sees who the suggested reply will go to before approving and sending
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2026-07-14 07:33:09 +02:00 |
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Matthew Meszaros
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56de65380b
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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)
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2026-07-14 06:13:27 +02:00 |
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Matthew Meszaros
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a067bf5922
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feat: AI action nodes in automations - ai_classify/ai_extract/ai_generate run one generation.Provider completion per node over the event data and merge the result back as a variable (ai_class, output_keys[], ai_text) so downstream conditions branch on it, charging 1 credit per node with a run_id+node_id idempotency key, refund on provider failure, out-of-credits fails only that node while the run continues, and a per-automation ai_credit_failures counter (migration 000064) auto-pauses a flow after 20 consecutive credit misses; classify/extract run deterministic (temperature 0), dry-run executes AI nodes for real and is charged but never touches the auto-pause lifecycle, provider + credit ledger wired into both backend and consumer integration services, plus the reply-classifier Layer 3 ported off its bespoke OpenAI client onto the platform provider via an injected ModelClassifyFunc (platform-paid, deterministic), a CompletionRequest.Temperature primitive threaded through the OpenAI and Anthropic providers, the flow builder palette/config panels/validation for the three AI steps, and a new AI-steps-in-automations guide
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2026-07-14 05:30:55 +02:00 |
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Matthew Meszaros
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2aec6745fa
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feat: connect external MCP servers whose tools the AI assistant can use - ai_mcp_servers table with bearer tokens sealed by the org DEK cipher (never returned) and SSRF-validated https urls, a dependency-free streamable-HTTP JSON-RPC client (initialize/tools/list/tools/call over safehttp dial-time IP blocking with SSE+JSON handling and body caps), an mcp service that discovers tools on connect and contributes only enabled servers' tools to the dashboard agent as namespaced mcp_<server>_<tool> defs that are always write-class and never auto-allowed, a registry DynamicToolSource hook so per-org tools join the agent's tool set and resume executes them through ToolDefs, /ai/connections CRUD gated on manage_settings with an mcp_server audit entity and spine, a Connections settings page to add servers and review/enable discovered tools, and docs
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2026-07-13 20:05:24 +02:00 |
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Matthew Meszaros
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a2f50b6572
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feat: org AI skills (playbooks) that every AI feature loads and follows - ai_skills table (org-scoped, unique name per org, 32KB content cap) with a skills service exposing CRUD plus an enabled-skills preamble injected into the dashboard agent, contact research, and reply-draft prompts and a load_skill read-tool that returns a playbook's full content by name, /ai/skills CRUD gated on manage_settings (JWT) or the AI_AGENT scope (API) with an ai_skill audit entity and spine entry, an AI skills settings page (list rows opening a right-side drawer with name, one-line description, enable toggle, and a markdown body), and docs with two example playbooks
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2026-07-13 19:46:25 +02:00 |
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Matthew Meszaros
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f48d51bf16
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feat: AI contact research agent that gathers cited web findings per contact with sync and background-batch runs - contact_research_runs table plus a strict save_research schema (every signal and public_artifact must carry a url, confidence high/medium/low, signals<=5 hooks<=3, reject-and-reprompt once then fail), a text/template runtime prompt injecting org voice, contact record, objective, and 5-search/6-fetch budgets, a research service that drives search_web/fetch_url through the provider loop and charges 2 credits on save (billable even for nothing_found, refund-free since charged only on save, balance and abuse-cap pre-checked so a capped org never does free work), POST/GET /contacts/:id/research plus a 500-cap /contacts/research/batch draining through a bounded pool of 4 workers over FOR-UPDATE-SKIP-LOCKED claims (no new Kafka), an org-scoped AI_RESEARCH_PROGRESS realtime event gated to view_contacts, APIPermAIResearch bit 23, a ContactEdit Research tab and a ContactsTable bulk Research action, and docs; also org-scopes every credit and research idempotency key so a client-supplied Idempotency-Key can never replay across tenants
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2026-07-13 19:34:11 +02:00 |
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Matthew Meszaros
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8d208d8c41
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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
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2026-07-13 19:04:57 +02:00 |
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Matthew Meszaros
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7f425c1624
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feat: dashboard-wide AI assistant with streamed tool-use runs, per-action approvals, and per-iteration credits - agent_sessions/agent_messages/ai_tool_policies migration, aiagent service runs the M2 registry through the provider loop over a resumable jsonb transcript, streams text/tool-step/approval/done events over SSE, gates write tools behind approve/deny/always-allow (send always per-action) and charges 1 credit per iteration (budget 20, refund on provider failure, out-of-credits 402 insufficient_credits, cap 429 usage_cap_exceeded) with a resume-safe idempotency namespace, provider PreIteration budget hook, /ai/sessions endpoints (cursor list + two SSE runs) gated by membership with tools bound to the member's org-permission bits, APIPermAIAgent bit 22, ai_session audit entity + spine, and a right-side resizable panel (Cmd+I / sparkle button) with streamed text, collapsible tool steps, inline approval and draft-artifact deep-link cards, stop, new chat, and a credits/budget meter; tenancy enforced at the SQL layer and docs for the assistant, endpoints, permissions, and error codes
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2026-07-13 18:46:43 +02:00 |
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Matthew Meszaros
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5d6ed2a068
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feat: AI credit economy with monthly plan grants, non-expiring purchased top-ups, and Stripe billing - two-pool credit_ledger (monthly allowance reset each cycle on invoice.paid, purchased pool via checkout mode=payment fulfilled webhook-only), consume drains monthly-then-purchased, 3 fixed top-up packs, /subscription/credits balance+checkout+paginated transactions gated on manage_billing, one-time trial grant, billing credits card with balance ring and pack buttons, credit_purchase/credit_grant audit entities and spine, wired plan.monthly_credits through pg_plan reads/writes, retry-safe webhook idempotency, and an AI credits guide
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2026-07-13 17:40:20 +02:00 |
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Matthew Meszaros
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d6b7885e8b
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feat: mobile push notifications end to end - APNs provider-token client, device_tokens table with session-scoped register/delete endpoints, a push channel in notification preferences (web + iOS toggles), and Redis-backed immediate-then-digest batching (first event pushes now, bursts summarize when the 5h window closes) wired in backend and consumer, with iOS registration/badge sync and docs for the channel, endpoints, and APNS_* deploy env
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2026-07-13 16:11:15 +02:00 |
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Matthew Meszaros
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cc0871d1b8
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feat: contacts search gains an additive lead_status filter plus per-status lead_counts on the first page when exactly one campaign_id is set - the SQL predicates reproduce the read-time status derivation exactly (unsubscribed > bounced > replied > active > pending via LATERAL bool_or rollups), invalid lead_status or multi-campaign combinations return 400, and the web types/table pick up the new lead_counts shape
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2026-07-11 10:11:36 +02:00 |
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Matthew Meszaros
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c311529576
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feat: guard cursor chat against IME composition keys, keep a sent message lingering through an incidental blur, broadcast chat typed while the pointer is off the tracked surface, and close the input on page navigation
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2026-07-02 20:33:44 +02:00 |
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Matthew Meszaros
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226e83683c
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feat: remount the automation and sequence canvases on param-only navigation and restrict jump-to-teammate to distinct in-app paths so a jump can never save one record's graph into another
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2026-07-02 20:33:44 +02:00 |
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Matthew Meszaros
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f804538ff5
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feat: make canvas selections self-healing with a receiver-side TTL, a heartbeat that retries unsent deselects, and a clear frame for the old surface on in-place resource changes
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2026-07-02 20:33:44 +02:00 |
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Matthew Meszaros
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954759a6ce
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feat: make each teammate in the header presence dropdown clickable to jump straight to the page they are on
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2026-07-02 07:40:07 +02:00 |
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Matthew Meszaros
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9f2b5d5586
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feat: show each teammate's selected cards on the automation and sequence canvases as a name-tagged outline in their cursor color, with a selection heartbeat for late joiners and an unmount clear, plus cursor chat on both canvases
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2026-07-02 07:40:06 +02:00 |
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Matthew Meszaros
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b1e68b3048
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feat: add cursor chat to every collaborative surface, press / to type a message that floats next to your live cursor for teammates, riding the existing cursor frames with Enter-to-send and a linger-then-fade
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2026-07-02 07:40:06 +02:00 |
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Matthew Meszaros
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c21f170429
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fix: ignore live:patch frames in useLivePatch when the subscriber has no resource yet, instead of receiving every org patch
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2026-06-30 19:20:08 +02:00 |
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Matthew Meszaros
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b85d2c8249
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feat: refresh the deal board instantly when a teammate edits the pipeline's stages and show a live colored ring on a deal card while a teammate drags it
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2026-06-30 19:18:55 +02:00 |
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Matthew Meszaros
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7f5cc010bb
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feat: broadcast CRM pipeline and stage edits over live:patch and refresh the pipelines view instantly for teammates
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2026-06-30 19:18:55 +02:00 |
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Matthew Meszaros
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a93868fc77
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feat: broadcast CRM task create/update/delete over live:patch and refresh the tasks view instantly for teammates ahead of the audit refetch
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2026-06-30 19:18:55 +02:00 |
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Matthew Meszaros
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c1ad213dda
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feat: make useLivePatch send-only when given no onPatch so mutation hooks can broadcast a live:patch without opening a channel subscription
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2026-06-30 19:18:55 +02:00 |
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Matthew Meszaros
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2e110814fc
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feat: make CRM deal-board stage moves land instantly for teammates on the same pipeline via a live:patch broadcast backed by the audit refetch
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2026-06-30 10:34:14 +02:00 |
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Matthew Meszaros
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cca4ea5817
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feat: add a reusable useLivePatch hook over the live:patch transport for optimistic collaborative state updates scoped by resource
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2026-06-30 10:34:14 +02:00 |
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