Matthew Meszaros
6b7e254e56
feat: add native Salesforce sync with Lead and Contact matching and links, a leased activity outbox that logs sends, replies, bounces, opt-outs and meetings as Tasks, Lead Status and Email Opt Out writeback, a pull loop with CRM pause rules, list view and Campaign imports, sandbox and My Domain OAuth that refreshes expired sessions, a Salesforce settings page with contact and inbox cards in web, and docs
2026-10-04 08:54:27 +02:00
Matthew Meszaros
37e91fc89f
feat: add HubSpot CRM mode where HubSpot deals, pipelines, tasks, notes and owners are mirrored and written through, sends and replies log as HubSpot emails, exit rules hold campaigns, list import, sync health, setup wizard in web, HubSpot app project with record card and workflow action, and docs
2026-10-04 07:47:51 +02:00
Matthew Meszaros
61d16dfe9a
feat: add Warmbly for Slack with the AI assistant in DMs, mentions and the assistant pane, unified inbox threads with reply, AI draft and lead actions, per-category notification routing and DMs, account linking, dashboard Slack settings, manifest and docs
2026-10-03 15:35:11 +02:00
Claude
bb580164e6
feat: compute each active campaign's send plan in a background snapshotter (internal/app/campaign) stored in campaign_send_plan_snapshots so GET /campaigns/:id/send-plan serves a stored snapshot instead of walking the planner on the request
2026-10-03 11:04:22 +00:00
Matthew Meszaros
0bcbab91ac
Merge remote-tracking branch 'origin/main' into fix/inbox-follow-up-sweep-paging
...
# Conflicts:
# internal/app/orgtransfer/spec.go
2026-10-01 23:20:32 -07:00
Matthew Meszaros
1aeb45773b
feat: check threads changed since each workspace's last follow-up pass by when the message was stored (new unibox_emails.ingested_at) or its verdict written, behind a persisted watermark, give each workspace's sweep a single leased walker whose saves are conditional on the lease, stop the cursor at the last thread whose label was written and step past a page or thread after three consecutive failures, keep the cycle running when the changed-thread check fails, and accept warmblyctl inbox-tag follow-ups --limit as a deprecated no-op
2026-10-01 22:52:43 -07:00
Matthew Meszaros
54a05027cc
feat: save the unibox scope rail's favorites, row and section order and hidden rows to the member's account per workspace through a unibox_rail view with a validated layout on /me/views, synced from the dashboard store so every device shows the same rail while folds and widths stay per browser
2026-10-01 22:37:23 -07:00
Matthew Meszaros
6758bc8035
feat: page the hourly inbox follow-up sweep through each mailbox newest first in bounded keyset pages that resolve thread state only for the threads on the page, resume each workspace's cycle from a cursor persisted in inbox_follow_up_sweeps under a per-pass time budget, check recently active threads first every pass, and add the unibox_emails (email_id, internal_date, id) index the walk reads
2026-10-01 22:29:41 -07:00
Matthew Meszaros
7b526be901
feat: write a Cloud-served root redirect here before asking Warmbly Cloud (one workspace per domain, enforced by a unique index), roll it back on Cloud's refusal and keep it pending through an outage, release Cloud redirects no workspace here has any more from the sweep, resend a target Cloud holds stale, stop a mirrored redirect only on Cloud's definite refusals, read a proxy gateway error as transient and order the certificate and port verdicts correctly, validate linked domains with the shared hostname check, share one proxy name map, and trim comments
2026-09-30 06:59:55 -07:00
Matthew Meszaros
41d43f64be
feat: check that a verified root redirect actually reaches visitors by opening the domain over http and https and naming what answered instead (Traefik, nginx, Caddy, a rewritten Host header, a missing certificate, a closed port) with per-proxy fix steps in the sending domain drawer, and let a self-hosted instance linked to Warmbly Cloud have Cloud serve and certify its redirects (connect in place from the redirect tab, the bulk dialog or a page banner), with Cloud-side linked-instance redirect endpoints under a per-instance limit, migration 000237, labelled tracking answers and a 503 when the redirect lookup is unavailable, and the sending domains, Warmbly Cloud, data control, install, OpenAPI, API and error code docs updated
2026-09-30 06:04:00 -07:00
Matthew Meszaros
a34e1634fc
feat: merge main into the placement comparison branch, keeping both the rendered-copy and the placement-batch sentences in the workspace export guide's placement row
2026-09-30 08:20:58 +02:00
Matthew Meszaros
d3c0f76002
Merge remote-tracking branch 'origin/main' into calm-marlin-jks7
2026-09-30 06:52:32 +02:00
Matthew Meszaros
57a26c4ee6
feat: attribute a received warmup email moved to spam on the evidence around it before charging anyone, never for mail that arrived in spam (warmup_received.landed_spam), holding each move 30 minutes in warmup_spam_moves and deciding provider on a cross-workspace correlation or a move straight after arrival with nobody there, owner on provider-reported read, unread or star activity in mailbox_owner_activity or a repeated uncorrelated pattern in a used mailbox, nobody otherwise, weighting a spam move as one strike, withdrawing owner verdicts a later correlation explains, clearing the strikes behind a hold an admin lifts or an appeal approves, migration 000233, docs and guide
2026-09-30 06:52:32 +02:00
Matthew Meszaros
184e26a427
feat: call contact categories and inbox labels one name, Labels, across the dashboard (contacts tab moved to /app/contacts/labels with a redirect, pickers, filters, import, export, forms, segment field, timeline, and the Add label, Remove label and Label conversation automation actions), backend messages, AI tool descriptions and docs, keeping every API field name unchanged
2026-09-30 06:17:57 +02:00
Matthew Meszaros
80ecadb1e6
Merge remote-tracking branch 'origin/main' into feature/batch-inbox-placement-tests
2026-09-29 10:51:41 -07:00
Matthew Meszaros
d99a09825f
feat: run one inbox placement test across many sending mailboxes as a placement batch (issue #736 ): server-side sender scopes (a campaign's senders or the whole workspace, filtered by provider, domain, tag and untested days) and sampling (random, percent stratified by provider or domain, per domain, per provider) snapshotted at creation, a runner that starts senders under per-workspace and instance-wide concurrency and a start rate with defer or skip for unavailable mailboxes, aggregate placement by sending domain, sending provider and recipient provider, fleet coverage, cancel, credits agreed per batch, org transfer, operator settings in the admin panel, dashboard pages and dialog, CLI commands, agent tools, OpenAPI and docs
2026-09-29 10:19:46 -07:00
Matthew Meszaros
0ed98a8c55
feat: copy up to two colleagues on every email a campaign sends one lead (campaign_lead_cc, migrations 000230-000231) with a drawer CC editor that suggests same-company contacts, hold a copied contact's own lead so nobody gets two threads, count a copy's reply as the lead's, opt out every copy on a link unsubscribe, drop a bounced or refused copy without bouncing the lead, skip suppressed campaign CC and BCC addresses, and document the endpoints, CLI, skills and OpenAPI
2026-09-29 09:53:27 -07:00
Matthew Meszaros
a772868577
feat: render each seed's copy of a placement tracking comparison once, seal it with the workspace key in placement_renders, and send it from both halves so the pixel and wrapped links are the only difference, with a refusal frozen for the pair, the copy pruned when the comparison ends, excluded from workspace exports, and documented in the placement, export and data-control pages
2026-09-29 09:34:32 -07:00
Matthew Meszaros
6108ef8255
feat: show each mailbox's own profile photo in its drawer header (read at a Microsoft connect, through Google and Microsoft admin grants, and from Zapmail and InboxKit listings, stored as a re-encoded JPEG under avatars/mailboxes with a weekly refresh, migration 000227 and workspace export support), bring back the classic Accounts mailbox cell as two lines with provider-logo avatars and vendor, grant or host chips, and replace the pulsing status and health dots with a text shimmer on live and at-risk states
2026-09-28 08:04:48 -07:00
Matthew Meszaros
f4f219b7c5
feat: run contact file imports as background jobs (upload once, a whole-file check of new, existing, repeated and invalid rows, a chunked leased runner with live CONTACT_IMPORT_PROGRESS, history, cancel, a draft that autosaves and survives a reload, remembered mappings, and a failed-rows CSV under the file's own headers), match existing contacts across the workspace, batch updates and fail a bad row alone, keep imported verdicts on update, scope every import write to the importing workspace, rebuild the import wizard with icons and inline segment creation, show company logos and the inbox provider on the contact avatar, and hide contact columns the list has no data for
2026-09-27 21:50:10 -07:00
Matthew Meszaros
b716164393
feat: settle every finished paid placement test once with the credits it got back recorded, refund an ambiguous charge's own key and clean up after a refused charge past request cancellation, net keyed refunds against the charge they return in spend windows, leave an unreadable balance to the server, show the server's seed and budget refusals, and renumber the migration to 000224 after 000223 landed on main
2026-09-27 21:17:40 -07:00
Matthew Meszaros
4924d2c88d
feat: let a placement test target chosen seed inboxes or providers, add a quick pace that sends copies seconds apart, charge credits with explicit consent for tests past the monthly free allowance with automatic refunds for tests that deliver nothing, and add a Seeds picker to the compose window
2026-09-27 21:16:12 -07:00
Matthew Meszaros
7f324a38ac
feat: open inbox placement tests to workspaces with probes rendered like the campaign send and paced as placement tasks, Message-ID matching instead of a subject token and warmup header, instance, workspace and Warmbly Cloud seed panels, a tracking comparison, scheduled campaign monitors with alerts and optional auto-pause, monthly allowances, realtime updates and org transfer registration
2026-09-25 20:48:15 -07:00
Matthew Meszaros
b2d54fc873
feat: record where every warmup email lands (inbox, Gmail tab, spam) per sender, day and recipient host in warmup_placement_daily, serve it from GET /analytics/warmup/placement, cap mailbox health at the measured 7-day inbox rate, and show it as an Inbox column, a mailbox Deliverability tab and a workspace placement section; replace every visible native checkbox in the dashboard with a themed Checkbox and make the mailbox drawer's tab bar scroll
2026-09-24 05:28:51 -07:00
Matthew Meszaros
6c4931c28a
feat: unibox forward carries the original message, attached server-side from a new forward_message_id on POST /unibox/reply and stored on the queued task (migration 000208) so it goes out under the note and signature with its From, Date, Subject, To and Cc lines, sanitized HTML and text part; the composer allows an empty note and previews the forwarded message ( #668 )
2026-09-23 21:22:17 -07:00
Matthew Meszaros
e58921484d
feat: rebuild mailbox import around column mapping and automatic host and sign-in detection (CSV, XLSX, pasted lists, saved mappings, retryable rows with fixes, migrations 000205-000206), connect whole Google Workspace domains and Microsoft 365 organizations through a proved administrator grant, import from inbox vendors (InboxKit, Zapmail, Mailforge, Infraforge, Maildoso, Cheap Inboxes, ScaledMail) with vendor-managed forwarding and DNS, add a sending domains page with per-domain tracking and verified root redirects, unify Add account into one Google and one Microsoft entry with per-method choices, mark per-mailbox Google sign-in as retiring with in-place moves to the admin grant or an app password, allow the loopback security mode in the credential columns (migration 000207), read semicolon-separated CSVs, and add a mock vendor API to the sandbox
2026-09-23 08:41:01 -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
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
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
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
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
e737506ba0
feat: recognise a reply typed by hand in a warmup thread by the message it answers (In-Reply-To against warmup sends, receipts and earlier recognised turns, locally and through the pool link), keep it out of the unibox, file it out of the customer's Gmail, Outlook or IMAP inbox with the same folder action, record each recognised turn in warmup_thread_messages so the turn after it is recognised too, and let the daily sweep repair replies that already leaked
2026-09-18 14:12:33 +02:00
Matthew Meszaros
8c7827c199
feat: make Stripe credit auto-top-ups idempotent across retries
2026-09-17 15:25:35 +02:00
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
5855d7e32d
feat: fully fence inbound reply processing and repair issue 549 state across campaigns and verification
2026-09-16 22:03:46 -07:00
Matthew Meszaros
561f8ec671
feat: keep cloud and local warmup mail out of Unibox with durable verification and automatic cleanup
2026-09-16 03:55:36 -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
Matthew Meszaros
c28f915648
feat: erase everything a disconnected mailbox leaves behind, revoking its OAuth grant at Google and deleting its stored message bodies through a durable retried queue, cascade the nine mailbox foreign keys that had none so warmup receipts, tampering events and provider message maps stop outliving the mailbox, clear thread labels and snoozes on conversations the delete emptied, make workspace deletion possible at all by cascading the four organization foreign keys with no delete action, and put Disconnect in the mailbox row menu and a Settings danger zone since it was only reachable from the selection bar ( #506 )
2026-09-14 07:55:01 -07:00
Matthew Meszaros
1dc4aedc3c
fix: retire the warmup invalid-token band with its table, metric query, service and repository methods and admin tab, since nothing has fed it since #481 and no attributable forged-token signal exists; key the live pool fixtures on the canonical pool ids so the warmup, repository routing and tasks routing suites run on a fresh database, and correct every doc, site and advisor line that still described the retired signal or a spam-score threshold nothing implements ( #490 )
2026-09-13 08:09:01 -07:00
Matthew Meszaros
8799680166
fix: never charge a mailbox for a warmup token that arrived in its inbox, hold a quarantine or block for its full term against fresh metrics, and keep a penalised address's standing across removal, pool exit and export through a trigger-maintained mirror, since the recipient never controlled the token, the bands read seven days against 30-day terms, and the pool row died on paths a snapshot at deletion never saw ( #481 )
2026-09-13 04:34:44 -07:00
Matthew Meszaros
c4aece241b
feat: scope the tag, category and folder registries and unibox conversation labels to the organization instead of the creating user, so a teammate sees and can edit the labels the owner made, splitting a label two workspaces shared into one copy each and guarding every label write against ids from another workspace ( #457 )
2026-09-12 03:37:31 -07:00
Matthew Meszaros
9ce1e060dd
feat: fix the campaign step body editor for issue #380 by registering TipTap's UndoRedo and HardBreak so Ctrl+Z and Shift+Enter work at all, normalising pasted HTML from Gmail/Outlook/Word so their blank-line scaffolding stops rendering a second gap on top of our paragraph margins, adding a workspace email image library (migration 000139, public email-images/ objects sharing the attachment storage quota, keyset-paginated /email-images endpoints) with toolbar upload, URL and library insertion, drag-drop, clipboard paste and a size/alignment/alt bubble, and adding an HTML source view that names the tags the schema would drop before switching back
2026-09-08 21:00:09 -07:00
Matthew Meszaros
8e9f67f46b
feat: add cookieless PostHog analytics for the hosted marketing site and dashboard with server-side signup and subscription events, a first-party acquisition record written once at signup on a new organization_acquisition table registered in the org-transfer spec, an acquisition column and channel filter in the admin org list, and never a single request from a self-host because every key is unset by default
2026-09-07 04:18:33 -07:00
Matthew Meszaros
51dedc90ee
feat: put every runtime behind one optional error-reporting story: a single internal/observability/errs wrapper that is now the only package importing sentry-go, InitSentry for cmd/forms, release and environment tags on every service from the existing build stamp, optional Sentry in the admin panel and the public forms app, the sentry crate in the Rust tracking service, release tagging in realtime, CI source-map upload that only runs when a Sentry token is configured, and docs covering the DSN for each service
2026-09-07 03:51:06 -07:00
Matthew Meszaros
028689fd2e
feat: device-code sign-in for the CLI, with a browser approval page at /cli that mints a scoped API key, self-revocation at DELETE /api-keys/self so a read-only credential can always end itself, and app_url plus websocket_url on /auth/config so a client can find the dashboard and the realtime gateway on a self-hosted layout
2026-09-04 20:14:27 -07:00
Matthew Meszaros
31dabea0a4
feat: rebuild the click-without-open fix on top of the per-link click attribution from #298 : a person's click now also counts as an open and a burst that withdraws the click withdraws the open it implied unless a real open is on record, routing readers ignore machine opens as the docs promised, every open gets its own log row and every open and click records the mail client or proxy, browser, device, OS, country, region and city (migration 000124: origin columns on email_link_clicks plus an email_opens table), the tracking service publishes only the address's network in a nullable client_ip field which the consumer resolves with GeoLite and drops, the contact Activity tab shows each open and the origin of opens and clicks, the campaign overview gains a who-engaged-from-where breakdown exposed as engagement in campaign analytics, live open and click events carry occurred_at, client and location, the leads table explains why an open is not always counted, both logs are pruned daily after a year, email_opens joins the export registry, the consumer reads GEODB_PATH optionally, and the guides and API references are updated ( fixes #294 )
2026-09-03 03:49:44 -07:00
Matthew Meszaros
99be92f159
feat: attribute every campaign click to the exact link with a per-link click log (email_link_clicks) behind the contact activity timeline, campaign live feed, recent activity and the email_clicked webhook, add per-campaign automatic UTM tagging (utm_tracking with source, medium and campaign overrides, utm_content from the link text) applied at send time to the stored ticket destination, and classify opens and clicks as machine when they arrive within ten seconds of dispatch or when several links of one email are followed within five seconds, so scanner clicks are logged but never count as engagement, fire automations or send webhooks
2026-09-03 01:05:34 -07:00
Matthew Meszaros
53b932292b
fix: address review findings on forms v2: the list aggregates query passed a Go int into a text concatenation so pgx could not encode it and starts, identified and the trend sparkline were always empty behind a silent degrade; the forms tables sat above campaigns in the org transfer order despite carrying a campaign_id foreign key, which would fail a full import; an imported forms domain inherited the destination workspace's stale verified flag; a form whose creator was offboarded stopped creating contacts because created_by is ON DELETE SET NULL, now falling back to the workspace owner; the forms mirror check never ran when only the web-side copy changed; and the bare metal guide asked for five DNS names while certbot requested a sixth
2026-09-01 09:49:06 -07:00
Matthew Meszaros
Claude
SUMAN JANA