Matthew Meszaros
7f5cc010bb
feat: broadcast CRM pipeline and stage edits over live:patch and refresh the pipelines view instantly for teammates
2026-06-30 19:18:55 +02:00
Matthew Meszaros
a93868fc77
feat: broadcast CRM task create/update/delete over live:patch and refresh the tasks view instantly for teammates ahead of the audit refetch
2026-06-30 19:18:55 +02:00
Matthew Meszaros
06c7a3502b
feat: wire live cursors, live step drag, and persisted step positions seeded from x/y into the campaign sequence builder canvas
2026-06-30 10:06:49 +02:00
Matthew Meszaros
03453cc069
feat: wire live cursors, live card drag, and debounced drag-to-stick layout persistence into the automation builder canvas
2026-06-30 10:06:49 +02:00
Matthew Meszaros
db94ce0c47
feat: capture the ?ref= referral code in the web signup flow and thread it through registration
2026-06-28 05:10:04 +00:00
Matthew Meszaros
faad54b6a3
feat: add a redeemed promo codes table to the web billing settings page with its client, hook, and model
2026-06-28 05:10:04 +00:00
Matthew Meszaros
ae09a1646c
feat: build the dashboard referral settings page with its API clients, hooks, models, and route registration in web
2026-06-28 05:10:04 +00:00
Matthew Meszaros
38e9ca980f
fix: correct the dashboard /auth/me avatar and password endpoints, guard self-row actions on the members page, align the steps-page permission gate with the server, harden realtime event handling, and remove the dead admin roles client
2026-06-15 08:12:35 +02:00
Matthew Meszaros
a72addabeb
feat: add OAuth app webhook configuration with an event picker, signing-secret reveal and rotate, per-org installs, and a cross-org delivery log
2026-06-15 08:11:35 +02:00
Matthew Meszaros
d655ff4f59
feat: add the webhooks settings page with delivery observability, an onboarding setup step, and the webhook API client, hooks, and models
2026-06-15 08:11:35 +02:00
Matthew Meszaros
c5dfa5e4e7
feat: remove the HTTP-request action from campaign steps and automations in favor of signed webhooks, keep fire_event for custom payloads, and drop the now-unused outbound quota plumbing
2026-06-15 08:11:35 +02:00
Matthew Meszaros
fcafac4195
refactor: remove the campaign 'notify (webhook)' step type now that the HTTP request step covers outbound calls and there is no webhook setup surface
2026-06-14 10:48:06 +02:00
Matthew Meszaros
ab24d8bbc8
feat: add a 'Fire event' action and campaign step that publish custom events to the realtime gateway (no public URL), an HTTP-request campaign step, a configurable automation dry-run test with per-step toggles, and fix the false 'updated by a teammate' toast on your own save
2026-06-14 09:52:49 +02:00
Matthew Meszaros
e3c49fe571
feat: move the OAuth apps developer portal into Settings with a multi-step registration onboarding wizard (stepper, animated modal, logo upload) and an animated apps/authorized tab switch
2026-06-14 09:52:49 +02:00
Matthew Meszaros
b06a11315f
feat: add the OAuth 2.1 dashboard UI: an OAuth apps page (register apps with a scope picker, one-time client secret, rotate, delete, authorized-apps tab with revoke) and a standalone consent screen at /oauth/authorize, plus the API client, hooks, and sidebar entry
2026-06-13 14:07:21 +02:00
Matthew Meszaros
501b5009b4
feat: add an on-error branch to automation action nodes (try/catch routing, rose on-error handle, executor follows the error edge and treats the failure as handled instead of failing the run)
2026-06-13 13:15:41 +02:00
Matthew Meszaros
977daf8a01
feat: surface the inbound webhook trigger in the automations builder with a copyable per-automation webhook URL and caller-defined payload conditions
2026-06-13 13:08:04 +02:00
Matthew Meszaros
534928cfdd
feat: add a safe Set-variables (transform) automation node — computes named values from Go templates against the event + prior step output and writes them back for later steps to reuse, running the same sandboxed text/template engine as every other action value (no I/O, no arbitrary code execution)
2026-06-13 12:18:45 +02:00
Matthew Meszaros
dfdb304033
feat: add the HTTP request / webhook node to the automation builder — method/url/headers/body/output-key editor, registered in the action picker with a globe glyph, surfacing how to read the response in later steps and branch on {{.response.ok}}
2026-06-13 12:07:04 +02:00
Matthew Meszaros
aed4a06190
feat: unify pagination by making the offset-based CRM deals/tasks search and meetings endpoints expose the same opaque next_cursor and {total, next_cursor, has_more} envelope as every keyset list (offset hidden inside the token), updating web clients, the OpenAPI spec, and the reference docs
2026-06-13 10:47:17 +02:00
Matthew Meszaros
587eae774e
feat: serve the entire customer API (auth + resources) only under /v1 with no unversioned alias, and repoint the web and admin clients to the versioned base accordingly
2026-06-13 07:18:23 +02:00
Matthew Meszaros
71abb12a38
feat: stop campaigns silently stalling on a transient scheduler error by retrying instead of completing the task, end past-end-date campaigns cleanly, record scheduler failures to the campaign log, add a campaign-chain reconciler, and surface failures live in the dashboard activity panel
2026-06-13 06:27:01 +02:00
Matthew Meszaros
13e7663b03
feat: add the label_email action to the web action models — the campaign label_ids field plus the automation NATIVE_ACTIONS/labels/needs entries and a triggerCarriesThread reply-trigger gate
2026-06-12 16:44:29 +02:00
Matthew Meszaros
aba0878833
feat: replace the per-node amber if-dot with a single output dot that opens a drag-drop create menu (email, action, or condition) on release, and add a Condition router node (kind wait) you can chain into nested decision trees
2026-06-12 09:51:11 +02:00
Matthew Meszaros
a7a43e0c4c
feat: rename the campaign sequences resource to steps across the API and URL (/campaigns/:id/steps), the JSON fields (target_step_id, step_id/step_name/step_index, analytics steps[], create body steps), the web client/models/route segment/labels, the audit step entity type, and the wire-contract docs; internal Go type names and the Kafka avro schema stay
2026-06-12 09:38:11 +02:00
Matthew Meszaros
6e9f2b4807
feat: add a Team presence section to workspace settings with admin-gated Show who's online and Show activity toggles, and make ToggleRow support a controlled persisted mode
2026-06-12 05:59:01 +02:00
Matthew Meszaros
a0221dd312
feat: show one clear, app-wide 'you don't have permission' popup whenever a write action (edit/save/delete) is denied with 403, naming the missing permission or plan, instead of silent failures and generic error toasts across the dashboard
2026-06-11 18:30:53 +02:00
Matthew Meszaros
5bcc2baaa8
feat: implement the coming-soon security features — logged-in change-password (verify current, policy-checked, POST /me/password) with a real dialog, and new-device sign-in alerts (security notification category fired from the token service on an unrecognized OS+browser, delivered in-app and by email), removing the comingSoon stub helper and updating docs
2026-06-11 12:30:44 +02:00
Matthew Meszaros
160dc0bc76
feat: implement the coming-soon notification delivery channels — Email (SES/SMTP to the account email) and Slack (posts to the org's connected workspace via a new integration NotifySlack), wired in both backend and consumer with per-channel gating, real toggles replacing the coming-soon labels, and updated docs
2026-06-11 12:21:48 +02:00
Matthew Meszaros
39a9752d63
feat: real tokenized invite-accept link — public /invite landing page with safe preview (org, inviter, roles), accept-by-token plus the previously-broken accept-by-invitation-id, public preview + admin copy-link endpoints, login next-param redirect, and a Copy button that yields a working /invite?token link
2026-06-11 11:57:45 +02:00
Matthew Meszaros
8540f7db15
feat: members can hold multiple roles — join tables for member/invitation role sets (migration 000044) with effective permissions as the bitwise OR recomputed on every assignment and role edit/delete, role_ids in invite/update APIs, multi-select checkbox role picker with colored chips in roster and invite flow, freely deletable roles
2026-06-11 11:24:19 +02:00
Matthew Meszaros
3473d09bcc
feat: fix review findings in the roles redesign — GetMembers role_id column (members endpoint 500), TransferOwnership role_id hygiene, accept-time role re-resolution, race-free in-use delete guard covering invitations, assignment anti-escalation with self-role-change block, canManage-gated members UI, colored RolePills, fresh currentOrganization on refetch, dev JWT_SECRET wiring for make realtime, docs corrections
2026-06-11 10:45:21 +02:00
Matthew Meszaros
091b39f34e
feat: roles become workspace data — seed editable Admin/Manager/Viewer rows per org (migration 000043 with member backfill), require role_id for invites and role changes, add role colors with a shared colored RoleSelect dropdown in the roster and invite flow, and rebuild Roles & access around real roles with an Owner reference column
2026-06-11 10:18:45 +02:00
Matthew Meszaros
0b253337fc
feat: integrate custom roles across Roles & access settings (manager replaces the coming-soon placeholder, custom roles join the permission matrix and summary cards, permission-aware canManage gating via the org context bitmask)
2026-06-11 10:08:46 +02:00
Matthew Meszaros
63b2b046f9
feat: custom roles dashboard UI (roles manager with built-in reference rows, permission-checkbox editor with start-from presets, custom roles in member role picker and invite flow, realtime spine refresh)
2026-06-11 09:45:23 +02:00
Matthew Meszaros
014cbe79fa
feat: label machine opens (Apple MPP prefetch, UA-less fetchers) with human-open upgrade semantics, exclude them from open-triggered automations, and surface the auto-open count in workspace and campaign analytics (migration 000040)
2026-06-11 08:33:09 +02:00
Matthew Meszaros
599e359381
feat: improve automation builder actions
...
Add the run-another-automation native action to the builder, richer action visuals, task assignment fields, disabled-target warnings, and unsaved-change tracking for the automation editor.
2026-06-09 10:57:16 +02:00
Matthew Meszaros
0ee199e6ce
feat: support team task assignment in campaigns
...
Use the shared assignee/team picker in campaign action steps, persist task_assigned_team_id, and make run-automation campaign steps surface disabled and trigger-mismatch warnings.
2026-06-09 10:57:07 +02:00
Matthew Meszaros
3236ffc459
feat: expand product docs and automation references
...
Restructure the docs navigation into product-focused pages, add automation expression reference content, and refresh related template and personalization surfaces.
2026-06-09 09:07:56 +02:00
Matthew Meszaros
b83dc8ac14
feat: edit automation expressions
...
Adds frontend model support and builder controls for free-form automation condition expressions.
2026-06-08 15:05:43 +02:00
Matthew Meszaros
9d41619ba9
feat: add template preview client
...
Adds typed frontend API access for rendering campaign templates through the server preview endpoint.
2026-06-08 15:05:34 +02:00
Matthew Meszaros
ffc7940d37
feat: add two factor client APIs
...
Adds typed frontend API helpers for 2FA status, enrollment, disable, login verification, and the login-confirm challenge response.
2026-06-08 15:05:21 +02:00
Matthew Meszaros
55a02b6441
feat: add notification client APIs
...
Adds typed frontend client calls, hooks, and models for notification preferences, feed reads, and read-state mutations.
2026-06-08 15:05:09 +02:00
Matthew Meszaros
ce406079bc
feat: add deliverability dashboard
2026-06-08 12:04:08 +02:00
Matthew Meszaros
3bc8193139
feat: show campaign ab winners
2026-06-08 12:04:03 +02:00
Matthew Meszaros
99ce8dd223
feat: launch automations from campaigns
2026-06-08 12:03:58 +02:00
Matthew Meszaros
d5032383cd
feat: add automation graph client models
2026-06-08 12:03:41 +02:00
Matthew Meszaros
f08464ce10
feat: add automation api bindings
2026-06-08 06:55:24 +02:00
Matthew Meszaros
82e753735c
feat: add integration and meetings dashboard
2026-06-08 06:25:44 +02:00
Matthew Meszaros
8773b7f7f3
feat: push contacts to integrations
2026-06-07 20:30:52 +02:00
Matthew Meszaros