Commit Graph
17 Commits
Author SHA1 Message Date
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 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 bbcf8725c3 feat: add warmbly placement CLI commands for overview, test, list, view, cancel, seed inboxes and campaign monitors, the list_placement_tests, get_placement_test and run_placement_test assistant tools, and the placement commands in the warmbly-cli skill 2026-09-25 20:56:02 -07:00
Matthew Meszaros 5a967cc3ce feat: let an IMAP mailbox exclude folders from sync (email_accounts.sync_skip_folders, migration 000196) so a folder another tool fills never reaches the unified inbox: the worker drops skipped folders and their subfolders before the walk, retires an already-synced one with its stored mail, and removes mail that later moves into one only when its Message-ID is found there; PUT /emails/:id/sync and the drawer's Sync card set the list, GET reports it with the server's folder list, warmbly mailbox skip-folders mirrors it, with docs, OpenAPI and error-code invalid_sync_folder 2026-09-22 05:15:49 -07:00
Matthew Meszaros 150dc7df6e feat: add a Today's sending plan to the campaign overview (GET /campaigns/:id/send-plan, derived through the scheduler's own gates: per-mailbox cap clamps, warmup graduation, health bands, other campaigns on the same mailbox, hours, spacing, window, plan allowance, new-lead cap and leads due, as a waterfall that adds up), feed the sidebar meter and the wizard estimate from the same clamps instead of summing configured caps, floor the campaign chain's next tick at the pool's spacing rather than one mailbox's whole gap, fold the compact Advisor strip to one line, add warmbly campaign plan and warmblyctl campaign plan, and document it (issue #606) 2026-09-19 09:31:46 -07:00
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 e18f2efc05 feat: hold an out-of-office contact in every campaign they are a lead of instead of only the one the auto-reply was attributed to, through a new HoldLeadEverywhere applying the same per-row guard so a member's own pause and a longer running hold both survive, and leaving completed campaigns alone (issue #518) 2026-09-14 21:54:05 -07:00
Matthew Meszaros 8d790ede6c feat: send from any address Google has verified a Gmail mailbox to send as and import the signature its owner already wrote in Gmail, reading both through gmail.settings.basic at connect and on demand via GET/POST /emails/:id/identity, validating the choice against the provider's own list in the service and again inside the UPDATE, clearing it when the provider stops verifying it, and never applying it to warmup (#514) 2026-09-14 10:13:36 -07:00
Matthew Meszaros 13e9ce8e10 feat: hold a lead whose mailbox answers out of office until they are back, resuming at the return date it names, plus a manual per-contact pause in one campaign that unsubscribing and the suppression list were the only stand-ins for 2026-09-14 09:26:06 -07:00
Matthew Meszaros 6466a8bf91 feat: tell the warmbly-api and warmbly-cli skills that a list cursor belongs to the ordering it came from, so an agent walking a list does not change the sort halfway through and get its next page rejected 2026-09-08 05:02:31 -07:00
Matthew Meszaros 23f88293c8 feat: document the warmbly CLI at docs.warmbly.com/api/cli with every install channel, the device flow in api/authentication, the new auth/cli and api-keys/self routes in the endpoint scope map, a warmbly-cli agent skill, and a note on warmblyctl saying which of the two CLIs a reader wants 2026-09-04 20:14:43 -07:00
Matthew Meszaros b0db8cc02b feat: chain the backup bundle cleanup behind a successful docker compose cp so a failed copy cannot delete the only backup, and tell a pinned image install to set WARMBLY_TAG before pulling by hand 2026-09-04 06:35:04 -07:00
Matthew Meszaros 77058a2cb4 feat: address the review on the installer branch by keeping the database password out of pg_dump's argv, excluding backup bundles from the blob root they are written into, tolerating blobs that change or vanish mid-archive, making the instance-settings bootstrap a single atomic insert, and validating the release tag before it is written into .env 2026-09-04 06:24:05 -07:00
Matthew Meszaros d68bbcd2ab feat: add a one-command self-host installer at warmbly.com/install.sh with an interactive data-control wizard, give docker-compose.yml image keys and per-store volume variables, add an image-mode updater, move engagement/form/audit retention into instance settings, and add warmblyctl backup/restore 2026-09-04 05:49:54 -07:00
Matthew Meszaros e143cb0628 feat: give warmblyctl an API-key half so agents and scripts can operate any Warmbly instance, ship in-repo agent skills that teach it, and cut the README quick start and self-hosting sections down to commands plus docs links (#135)
* feat: cut the README quick start and self-hosting sections down to the install command, one paragraph of what it does, and links out to the local development, first-run, deployment and warmblyctl docs pages, dropping the recovery if/then table, the MAIL_TRANSPORT invitation note and the dependency matrix that all duplicate those pages

* feat: give warmblyctl an API-key half so agents and scripts can operate any Warmbly instance including the hosted one, adding a raw passthrough (warmblyctl api get/post/patch/put/delete <path> with --data taking a literal, - or @file, and --idempotency-key) plus eleven typed families (me, campaign, contact, mailbox, inbox, analytics, settings, webhook, apikey, template, crm) driven by one spec table that generates dispatch, flags, per-command help and the request, covering list/get/create/update/delete, sequence steps, sender pools, preflight/start/stop/test-email, contact notes/timeline/import/export, mailbox behavior/verify/send and the six warmup controls, unibox threads/reply/compose/seen/agent-drafts/scheduled sends, outreach settings, webhook secrets and deliveries, and API key self-service, authenticated with Bearer wmbly_ keys from WARMBLY_API_KEY against WARMBLY_API_URL falling back to API_PUBLIC_URL then the hosted service, printing the API's JSON untouched and surfacing the error envelope's code and request_id with Retry-After on 429, while the DB-direct operator commands and their trust model stay exactly as they were

* feat: ship two in-repo agent skills so AI assistants working against Warmbly discover the right warmblyctl half on their own, .claude/skills/warmbly-api teaching product operation over the API commands (key and URL setup including the seeded local dev key, the eleven command families, pagination and error-code and Idempotency-Key conventions, and a sending-safety section that names the six commands that put real mail on the wire and holds agents to preflight before start and the 50/day default cap) and .claude/skills/warmbly-ops teaching instance administration over the DB-direct commands (status --json as the contract to parse, the recovery command table, TTY versus -T piping, Redis-down behaviour, and org export/import handling including --dry-run first and the sensitivity of credential archives), each pointing at the other for what it does not cover, narrowing the .gitignore .claude/ rule to .claude/* with !.claude/skills/ so personal agent state stays local while the skills ship

* feat: document warmblyctl's new API half on the warmblyctl reference page, reframing the intro around the two halves and their two trust models and replacing the 'no HTTP surface and never will' line with the accurate claim that the CLI never serves HTTP while the API commands are a client of the already-gated public API, adding WARMBLY_API_KEY and WARMBLY_API_URL to the environment table with the API_PUBLIC_URL-then-hosted fallback, renaming The commands to The operator commands, and adding an API commands section covering key setup, the eleven command families, the raw /v1 passthrough with curl-style --data forms, the pagination, idempotency-key and Retry-After conventions, a warning callout naming the six commands that put real mail on the wire with preflight-before-start guidance, and a pointer to the shipped .claude/skills agent skills, plus API authentication and permissions links in See also

* feat: move the shipped agent skills from .claude/skills/ to a top-level skills/ directory so they follow the convention other repos use for distributable agent skills rather than living inside Claude Code's personal state directory, restoring the .gitignore .claude/ rule to its original form since nothing tracked lives under it anymore, and updating the warmblyctl reference's For AI agents section to name skills/ and show installing a skill by copying it into the agent's own skills directory or pointing the agent at SKILL.md directly

* feat: clear the Security Scan failure by lifting the two flagged indirect Go modules past their fixed versions, github.com/moby/go-archive from v0.2.0 to v0.3.0 for the CVE-2026-17106 tar path traversal and golang.org/x/mod from v0.37.0 to v0.40.0 for the CVE-2026-56864 and CVE-2026-56865 GOSUMDB and GOPROXY forgery pair, with the x/sys, x/text and x/tools bumps go mod tidy pulls along

* feat: take the Trivy dependency scan off the PR gate and restructure CI the way larger projects do, because a full-repo CVE scan on every pull request goes red the morning any dependency gets a new advisory regardless of what the PR touches, which is exactly how this branch failed on two indirect Go modules it never went near, moving the scan to its own security.yml running weekly, on demand, and on main pushes that change a dependency manifest, pinned to trivy-action 0.36.0 instead of @master, extracting the pnpm+Node+frozen-install boilerplate repeated across the web, admin and site jobs into a .github/actions/setup-pnpm composite action with the store cached per lockfile, and collapsing the CI Status rollup's ten hand-enumerated result checks that had to be edited in two places per new job into a single contains(needs.*.result, ...) expression over failure and cancelled, all validated with actionlint
2026-08-19 20:59:40 -07:00