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
900806f328
feat: make HubSpot sync jobs lease-safe with per-claim tokens and one-at-a-time claims, log each email once across retries with the interested-reply outcome as its own job, move merged HubSpot contacts in a transaction, run backfill as one cursor job that skips refused records, rebuild the HubSpot client after a reconnect, accept a single portalId on card requests, and remember the Warmbly property group only after it exists
2026-10-04 08:18:16 +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
Claude
a77f25ce4f
feat: bound campaign recipient selection via a cheap ordered-candidate enumeration plus chunked routedLeadsQuery hydration in FindRoutedPairs, with a campaign_leads(campaign_id,position,contact_id) index
2026-10-03 06:40:38 +00:00
Matthew Meszaros
39285173f1
feat: never move the follow-up changed-thread watermark past a page it failed to read, step past a failing page, thread or unreadable mailbox only after three failures spanning at least an hour, fence sweep state saves on the lease owner alone and log a takeover, clear a stale failure count once the walk moves on, and note that imported unibox rows keep their source ingested_at
2026-10-01 23:20:45 -07:00
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
b2310f5d4b
feat: renumber the inbox follow-up sweep migrations from 000243-000247 to 000245-000249 so they follow 000243_campaign_task_subject and 000244_unibox_rail_layout on main instead of colliding with them
2026-10-02 08:15:42 +02:00
Matthew Meszaros
244b2e6613
feat: renumber the unibox rail layout migration to 000244 after main took 000243
2026-10-01 22:59:25 -07:00
Matthew Meszaros
b8a8ec4743
Merge remote-tracking branch 'origin/main' into feat/unibox-rail-layout-per-member
2026-10-01 22:58:31 -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
945fadb260
Merge pull request #788 from warmbly/fix/ab-variant-thread-subject
...
feat: thread campaign follow-ups on the A/B arm each contact was actually sent by recording every send's rendered subject on campaign_tasks.subject (migration 000243) and reusing it verbatim in ThreadParentForLead, and list the opening step's variant subjects in the follow-up composer
2026-10-02 05:46:33 +00:00
Matthew Meszaros
bce968646f
feat: thread campaign follow-ups on the A/B arm each contact was actually sent by recording every send's rendered subject on campaign_tasks.subject (migration 000243) and reusing it verbatim in ThreadParentForLead, and list the opening step's variant subjects in the follow-up composer
2026-10-01 22:41:11 -07:00
Matthew Meszaros
8f89c36756
feat: refresh the open conversation for inbox events that name only a message id, give unibox refresh keys added just before a max-wait flush a trailing flush, cancel a shared unibox overview computation once its last caller leaves and bound it and GET /unibox/overview at 30s, include scheduled sends in the coalesced inbox refresh, and word the slow pgxpool acquire log as acquire time rather than saturation
2026-10-01 22:41:00 -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
dc2cffd786
feat: coalesce and dedupe unibox realtime refreshes in useRealtimeEvents, forward TanStack Query abort signals through every unibox client and the shared Request helper with cancellations kept out of error handling, share one organization-scoped unibox overview computation per second with in-flight dedup and write-time invalidation, bound interactive unibox reads at 30s including pool wait, and log slow pgxpool connection acquisitions
2026-10-01 22:25:53 -07:00
Matthew Meszaros
e920b61371
feat: clear a reported warmup send failure only on a confirmed delivery, word the not-loaded send failure as a possible cause, leave placement seeds out of the adopted-mailbox warmup repair, and describe send_failure as a failure reason in the API schema
2026-10-01 03:20:41 -07:00
Matthew Meszaros
a844c506a0
feat: make Warmbly Cloud warmup start and explain itself for linked mailboxes: apply the instance's warmup settings, start warmup on adopted mailboxes, read the warmup day mask Monday-first, report the last refused warmup send and the partner cap to the instance and dashboard, hand changed SMTP credentials to the cloud, refuse cleartext mailboxes at enrollment, and show cloud warmup with the warming animation and a clear Cloud marker
2026-10-01 03:01:36 -07:00
Matthew Meszaros
588591684b
feat: send a unibox template's HTML body as written by giving the compose and reply composers an HTML mode, keep that HTML in compose and reply drafts, and render the text part server-side for HTML-only sends
2026-09-30 20:46:22 -07:00
Matthew Meszaros
371eafd9da
feat: renumber the domain redirect serving migration to 000238 after main released 000237
2026-09-30 07:19:59 -07:00
Matthew Meszaros
d64adcc191
Merge remote-tracking branch 'origin/main' into feat/cloud-domain-redirects
2026-09-30 07:18:51 -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
75f764dc67
feat: require a verified Cloud Tasks token with a pinned audience on task webhooks, manage_settings on integration OAuth and a fresh membership check at every mailbox and integration OAuth finish, user verification for passkey sign-in, ended sessions before a password reset or ban reports success, and a revoked session when a rotated refresh token is replayed; remove the internal DEK delete route, log credential path parameters by name, hold remote images in received mail until the reader loads them, add Calendly and Cal.com signing keys with inbound URL rotation, keep automation signing secrets out of connection responses, and apply the password rules to the bootstrap password
2026-09-30 06:46:24 -07:00
Matthew Meszaros
d457ad86e3
feat: keep Warmbly Cloud's link-token answers from ever reaching the dashboard as a 401, stop a Cloud-served redirect Cloud refuses to take back, drop a new Cloud row its own check refused, store only reach values this schema knows when mirroring a newer Cloud, read an offer-less Cloud as not serving redirects, confirm bulk moves against the server actually sent, poll the Cloud offer once a minute, and probe without keep-alive connections
2026-09-30 06:21:29 -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
1f0c6ca6d6
feat: send each mailbox's reply-to as a Reply-To header on campaign, unibox, test and placement mail (never warmup), record it on every campaign send attempt (tasks.reply_to, migration 000236) and credit a reply landing in that shared reply inbox to the campaign and its sending mailbox across reply attribution, the sync priority lane and copied-contact replies, show the sending mailbox on thread messages, recent activity and the reply webhook, start unibox and inbox-agent replies from the mailbox that emailed the contact, flag an untracked reply-to in mailbox settings, let the sandbox simulator answer Reply-To, and document the shared reply inbox ( #756 )
2026-09-30 05:33:34 -07:00
Matthew Meszaros
b2d6d100dd
feat: relay unibox Archive, Delete and Move to inbox to the mailbox itself through a new MESSAGE_FOLDER worker command (Gmail label batchModify, Outlook well-known folder moves with the message map re-keyed around each Graph id change, IMAP MOVE after locating each message by Message-ID), answered by relayed UPDATE_FOLDER events that write only provider_folder and the moved handles, relaying every row a filing moved so an Undo right after Archive still reaches the mailbox, with a per-mailbox Mirror Archive and Delete switch (email_accounts.relay_folder_moves, migration 000235, on by default), warmup receipts, drafts and non-Gmail sent copies left in place, and the unibox, mailboxes, API, events and OpenAPI docs updated
2026-09-30 04:41:03 -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
d3fc3133da
feat: renumber the placement_renders migration from 000230 to 000234 so it follows 000233 on main instead of colliding with the released 000230_campaign_lead_cc
2026-09-30 08:20:39 +02:00
Matthew Meszaros
0ce8a6ee79
feat: claim each held warmup spam move with a lease, fix its verdict before applying any effect and complete it only after every sender and recipient write succeeds, so consumer replicas never charge a strike that disagrees with the recorded verdict and a failed write re-applies the same verdict
2026-09-30 07:08:40 +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
e76cdc6f3a
Merge remote-tracking branch 'origin/main' into fix/recent-posthog-errors-2
2026-09-29 20:13:29 +02:00
Matthew Meszaros
d998619455
feat: renumber the placement batch migration to 000232 after main took 000230 and 000231 for lead CC, and require that version in the batch live tests
2026-09-29 10:53:12 -07:00
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
ca66b25d8d
feat: register the release's bus schemas from the booting backend and hold the fleet on its current release until the backend runs the new one and the schema registry accepts them, check every published schema against a recorded snapshot in CI (make schemas) so a change the registry would refuse fails before merge, pin a FORWARD or FULL registry subject to BACKWARD on refusal, bound advisor narration so the run still lands, store unlabelled 8-bit mail with its invalid UTF-8 replaced, treat a pending or credential-less passkey ceremony as a cancellation, and drop link-scanner rejections from site error tracking
2026-09-29 19:20:07 +02:00
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
e5eb3b0ff1
feat: re-decide a withdrawn warmup tampering hold on the strikes left in the seven days before it was imposed (on the pool row, or the reputation ledger for a mailbox out of every pool), stamp an old strike verified only when a worker answers its search and ask again after six hours, retry a removal check for a mailbox still loading, redeliver a failed strike, search IMAP folders in one session hold, and share the Message-ID search helpers
2026-09-29 04:57:45 -07:00
Matthew Meszaros
c5a981d86c
feat: record a warmup deletion strike only after the worker searches the mailbox and finds the message in the trash or gone, so a move reported as a removal (Graph, a provider filter, a mailbox rule, a second Warmbly instance, our own filing) is never charged, withdraw strikes whose message is still in the mailbox and lift the pause or block they imposed, recheck deletion strikes recorded before the search once via warmup_tampering_events.verified_at (000229), and clarify the tampering reasons and warmup guide
2026-09-29 04:28:34 -07:00
Matthew Meszaros
a749a8e353
feat: hold Warmbly Cloud's warmup standing on a linked self-hosted instance, syncing each enrolled mailbox's health into cloud_link_mailboxes so campaign gates, send plans, lifecycle, risk pacing, account health and the Advisor enforce a cloud quarantine, block or throttle, fire the usual health webhooks and realtime events, and carry a hold into the local pool on unenroll
2026-09-28 08:46:40 -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
62fac73c3d
feat: write a paid placement test before charging it and roll it back on a refused charge, take the agreed price as max_credits, refuse hand-picked seeds the sender's day cannot cover or that are not connected by name, refund only what a monthly reset has not expired and net refunds out of spend limits, bound the refund pass with a partial index, and re-filter a cloud panel's seeds by provider
2026-09-27 21:16:12 -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
55c5bdcf61
feat: let inbox tagging confirm an out-of-office return date by asking whether the phrase the parser read it from says when the sender is back, send the hold to the workspace fallback on a clear no below 0.40, store the date asked about in a new inbox_tag_results.return_date column (migration 000223), and show the date and answer on the tagging review page
2026-09-27 20:28:44 -07:00
Matthew Meszaros
c4f0ffffc2
feat: keep a throttled warmup mailbox in the pool by stamping blocked_at only for a quarantine or block in UpdateParticipantHealth, clear it from throttled rows in migration 000222 so partner selection and the admin pool counts stop treating a throttle as a block, and run the warmup health sweep on consumer boot so a release that changes the rules re-judges every mailbox at once
2026-09-27 10:09:01 +02:00
Matthew Meszaros
Claude