Matthew Meszaros
7b93e48bd4
feat: make Archive mean something everywhere by keeping filed conversations out of every working unibox view except All mail and the Archive folder, read a mailbox address out of the raw From header so Awaiting reply stops missing every thread sent as "Name <addr>", file and mark read by thread id rather than by message id, and add per-row triage actions plus a multi-select selection bar to the conversation list
2026-09-20 07:16:35 -07:00
Matthew Meszaros
5b16a09b02
feat: write public objects without a canned ACL so a bucket whose ownership is owner-enforced still stores avatars, form assets, OAuth logos and email-body images, give the passkey login challenge its own per-IP budget separate from the one password sign-in draws on, and surface the API's own message at upload and passkey call sites instead of a generic sentence
2026-09-20 15:40:52 +02:00
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
dee54417a3
Merge pull request #612 from warmbly/feature/campaign-daily-send-view
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feat: add a Today's sending plan to the campaign overview and feed the sidebar meter and wizard estimate from the scheduler's own clamps (issue #606 )
2026-09-19 17:04:19 +00:00
Matthew Meszaros
ed50c278fa
feat: make view-preference writes partial so a sort click before the layout loads keeps the saved columns (PUT /me/views/:view coalesces on the bound parameter and returns the row in one query, with a live test), validate column ids against each view's known columns and sorts against the contacts search's, reject a malformed custom sort on the bulk select-all and export paths too, key the browser's layout cache by user as well as workspace, commit a drag reorder once on drop instead of once per crossed row, save a Name-only layout as ["name"] so it cannot read as the default, start text sorts ascending from the Sort menu as a header click does, and share the pickers' checkbox square as a ui primitive
2026-09-19 09:38:59 -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
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
e9d1a7e734
feat: reserve the per-account reauth attempt atomically before checking a password or 2FA code, keep the 2FA dialogs open while a request is in flight, move and trap focus in them, show a retry row when 2FA status fails to load, and drop Idempotency-Key from the recovery-code route with the reason documented
2026-09-19 08:36:59 -07:00
Matthew Meszaros
de10ca5216
feat: put 2FA disable and recovery-code regeneration behind the per-account reauth attempt budget and document it in the account API reference
2026-09-19 08:16:53 -07:00
Matthew Meszaros
274ff888a5
feat: rebuild two-factor setup in Settings > Security as a three-step wizard with a QR code, manual setup key and TOTP parameters, inline code errors, and recovery codes with download, copy and print; show enable date and remaining recovery codes, add POST /auth/2fa/recovery-codes to regenerate them, return two_fa_invalid_code on a mismatched code, and update the security guide, API reference, error codes and OpenAPI
2026-09-19 08:15:31 -07:00
Matthew Meszaros
464ec521ca
feat: present the $15 pool plan as the Warmup plan everywhere: rename the plan row (migration 000185), add it to the dashboard catalog so the header and billing overview name it, show the cloud tier in a self-hosted instance's header pill and a Plan section under Settings > Warmbly Cloud with upgrade and manage links to the cloud billing page, nudge on the mailboxes page only when the free pool is full, drop the self-host framing from the cloud's checkout dialog, paths panel and locked screen, rebuild the checkout dialog in the plan chooser's style, pitch Premium on deliverability from one shared benefit list, and update the billing and Warmbly Cloud guides and the pricing FAQ
2026-09-19 05:57:41 -07:00
Matthew Meszaros
acecd62c88
feat: scope mailbox disconnect and warmup lifecycle to the workspace rather than the member who connected the mailbox so an admin can act on every mailbox the list already shows them, evict a mailbox whose row is gone from every live worker when its provider errors arrive so a deleted mailbox stops calling the provider once a sync interval forever, subscribe before publishing the credential-validation job and classify a socket deadline as the retryable timeout it is, give the worker's validation reply its own budget so a slow mail host no longer loses a finished verdict, guard every global key handler against a keydown carrying no key, drop exceptions whose whole message is an object's default toString, make the Postgres pool size configurable, and record the CASA and security invariants in AGENTS.md
2026-09-19 12:49:46 +02:00
Matthew Meszaros
b09ec39907
Merge pull request #599 from warmbly/chore/casa-al1-security-assessment
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feat: complete the ADA CASA AL1 control set and ship the assessment evidence pack
2026-09-19 06:39:12 +00:00
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
6428e6b3e9
Merge pull request #594 from warmbly/feature/disable-google-oauth-new-mailboxes
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feat: route new Gmail mailboxes through a guided app-password connect instead of Google sign-in, behind BOX_GOOGLE_OAUTH_CONNECT, leaving existing OAuth mailboxes sending and re-authorizable
2026-09-19 06:11:15 +00:00
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
ee46cb49e8
feat: route new Gmail and Google Workspace mailboxes through a guided three-step app-password connect over smtp.gmail.com and imap.gmail.com instead of Google sign-in, behind BOX_GOOGLE_OAUTH_CONNECT (off by default) and announced to clients as gmail_oauth_connect on /auth/config, refusing a new gmail OAuth start with 403 mailbox_gmail_oauth_disabled in both the direct and Warmbly Cloud broker paths while leaving mailboxes already connected that way sending, syncing and re-authorizable
2026-09-18 22:06:09 -07:00
Matthew Meszaros
f99ee57484
feat: scope mailbox disconnect to the workspace instead of the connecting member, so a teammate with manage_emails no longer gets 404 on a mailbox the list shows them, delete by id in the repository on the strength of that check while the worker removal still names the owner the consumer's unibox cleanup is keyed on, and read the API's own reason off the normalised AppError in the accounts page so a refused disconnect says why instead of "The mailbox couldn't be disconnected" on every failure
2026-09-19 06:01:03 +02:00
Matthew Meszaros
cd964aafa8
feat: stop a deleted mailbox living on inside its worker, by returning the worker assignments a scheduled org or user deletion destroys so the erasure path can evict them the way the single-mailbox delete already does, and by treating an assignment lookup that finds no row as the mailbox being gone rather than a failed lookup, which tells every live worker to drop it; and clear the rest of error tracking by retrying a mailbox delete that loses a deadlock to its own cascade instead of failing the person who clicked Disconnect, answering a daily-usage read for a mailbox that no longer exists with 404 rather than a reported 500, and guarding the inner data field on three list reads plus serialising an empty pool-link list as [] rather than null
2026-09-18 12:42:43 +02:00
Matthew Meszaros
c1e45b194a
feat: merge latest main before worker capacity queueing
2026-09-17 06:26:07 -07:00
Matthew Meszaros
d6025ea4c0
feat: address worker capacity review findings with safe migrations and recovery reporting
2026-09-17 06:24:14 -07:00
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
bab9f86727
feat: correct worker capacity, mailbox distribution, observed IPv4, fleet pagination, and premium pool promotion
2026-09-17 04:15:05 -07:00
SUMAN JANA
2134c7a143
feat(analytics): report on mail written by hand, with opt-in open and click tracking per mailbox
2026-09-17 10:26:25 +00:00
Matthew Meszaros
0f5ca71155
feat: correct mailbox sending metrics and workspace analytics across dashboard surfaces
2026-09-16 21:44:42 -07:00
Matthew Meszaros
0d331cd528
Merge pull request #556 from warmbly/feat/tester-join-existing-workspace
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feat: a tester can join an existing workspace instead of always getting an empty one
2026-09-16 17:50:07 +00:00
Matthew Meszaros
03f813dd43
feat: let an admin create a tester account that joins an existing workspace with an explicitly chosen role instead of always minting an empty one, so an OAuth reviewer signing in lands in a workspace that shows the app doing real work
2026-09-16 19:37:32 +02:00
Matthew Meszaros
e0ddcd79d2
feat: register contact timeline live-test cleanup before fixture setup can fail
2026-09-16 10:36:37 -07:00
Matthew Meszaros
cf1429f571
feat: cover contact timeline access at the HTTP boundary and centralize campaign event tenant scoping
2026-09-16 10:27:18 -07:00
Matthew Meszaros
6762b4e491
feat: scope contact activity timelines to the selected organization so teammates can load contacts and campaigns created by other members
2026-09-16 08:20:31 -07:00
Matthew Meszaros
def0a5e5f1
feat: restore workspace campaign access and enforce shared analytics permissions ( #543 )
2026-09-16 03:31:01 -07:00
Matthew Meszaros
0a1ed6f04e
feat: resolve scanner ASNs from a GeoLite2-ASN database so the catalogue's asn: entries match without a Cloudflare transform rule, ship the Proofpoint, Mimecast and Cisco ASNs enabled behind a new probable certainty that widens the consumer's machine window instead of deciding the verdict, make the tracking event dedupe claim one coalesced operation, and report an ASN database that opened cleanly but resolves nothing ( #440 )
2026-09-15 01:48:45 -07:00
Matthew Meszaros
dd98187231
fix: shorten recipient unsubscribe links to 22-character, 128-bit stored tickets ( #498 ) ( #525 )
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* 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
Tung Lam
dd4234980b
fix: reconcile expunged IMAP drafts so a Gmail autosave replacement stops leaving duplicate copies in a thread, by diffing each drafts folder's live UID set against the rows the backend holds for that UIDVALIDITY generation and removing the ones the server no longer reports, only in drafts and only when the selected generation still matches the listing (issue #516 )
2026-09-15 00:00:20 -07:00
Matthew Meszaros
50711a8e66
fix: a campaign's linked segments are its audience, so detaching one withdraws its leads ( #510 ) ( #523 )
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* fix: make a campaign's linked segments the audience rather than an accumulator, so detaching one withdraws the leads it enrolled instead of leaving the old list mixed in with the new, tracked by a new campaign_leads.source that keeps a hand-picked lead, an overlapping segment's member and anyone the campaign has already emailed out of the withdrawal, and reported back as withdrawn/contacted counts the dialog confirms and explains (issue #510 )
* fix: serialize the linked-segment sweep against a link replacement by taking the same campaign lock, so a sweep that read the old set cannot re-enrol the audience the replacement just withdrew, and word the dialog's confirm and toast so the campaign, not the segment, is what has already emailed a lead
* fix: stop the one-shot segment enrol from re-stamping leads that are already in the campaign, since the Leads tab's Add back runs through it and pinning a whole linked audience as hand-picked because one held-out member was restored is the accumulation this change exists to end
* fix: lock the leads a detachment is about to withdraw before deciding, because a send is reserved by stamping campaign_contact_progress and only then locking the lead row, so a reservation committing mid-pass was invisible to the delete's snapshot and could withdraw a lead whose first email had already gone; and report the already-emailed count on every toast branch, since a detach where the whole audience had been emailed changed no count and said nothing after confirming a removal
* fix: add the campaign_leads.source check constraint NOT VALID, which still enforces every insert and update while skipping a full scan of the largest table in the product under ACCESS EXCLUSIVE to learn that a one-statement-old column holds its own default everywhere
2026-09-14 22:12:15 -07:00
Matthew Meszaros
ffd27bc46d
fix: stop every out-of-office notice and bounce opening a high-priority CRM follow-up by classifying machine replies from their headers and gating the task on a per-intent setting, and give the Tasks page multi-select with select-all-matching, bulk status, priority and delete over new PATCH and DELETE /crm/tasks endpoints (issue #471 )
2026-09-14 12:20:47 -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
adfe4c17aa
Self-hosted pool plan: a price the server resolves, and a checkout that reaches it ( #494 )
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* feat: make the self-hosted pool plan buyable by resolving its Stripe price server-side behind a new /pool-link/offer and /pool-link/checkout pair, adding the plans.price_yearly column the yearly price id never had, and landing the instance's Unlimited button on a dialog that names the workspace and the billing period instead of a plans grid the non-public plan never appears in
* feat: apply the pool dialog's yearly default once per opening rather than on every offer result, so a background refetch cannot move the billing period out from under someone who already chose monthly
2026-09-13 21:22:12 -07:00
Matthew Meszaros
6b6efca865
fix: campaign follow-ups opened a new conversation instead of replying in the contact's thread, so carry In-Reply-To/References and the Gmail threadId from the previous send, give every step a reply-in-thread switch, and let a threading step inherit the conversation's subject (issue #472 ) ( #489 )
2026-09-13 20:51:41 -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
43dcbde06c
feat: tester accounts, creatable from the admin panel ( #483 )
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* feat: excuse one named account from the emailed login code, so a vendor reviewer who cannot read this instance's mail can sign in without turning codes off for everyone, with the reason recorded beside it and every run of warmblyctl status naming the accounts that hold one
* feat: create and manage tester accounts from the admin panel, so letting a reviewer in is a form rather than a shell, with the password shown once and every live exemption listed on one page because forgetting one is the way this goes wrong
* fix: give tester management its own permission bit rather than borrowing ban_users, create the account and its exemption in one transaction so no invisible orphan survives a failure, require an accountable operator on the CLI grant, stop a halted row scan reading as the whole exempt list, and show a failed query as an error instead of as no testers
* chore: re-run CI after the aggregator tripped on a cancelled job from the branch update, with every underlying job green
* chore: retrigger CI, the previous run sat queued indefinitely while other branches ran
* feat: roll back a half-created tester when its workspace step fails and backfill the manage-testers bit onto admins already holding every other permission, so the address is not left taken by an unusable account and the new routes are not 403 for the existing admin
* feat: make the 000151 manage-testers backfill one-way, because clearing bit 22 on the way down would also revoke it from an admin granted it explicitly afterwards and the up migration would not restore that
2026-09-13 03:07:10 -07:00
Matthew Meszaros
017f4cf60f
feat: plans an operator can grant, visible in the admin panel ( #467 )
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* feat: add operator-granted plans so a workspace can be paid without Stripe, surfaced in the admin panel as a badge, a filter and a card carrying who granted it and why, because the only alternative was writing a fake stripe subscription id into the database
* fix: hold a granted plan beside the paid one rather than over it so a Stripe workspace returns to the plan it pays for when the grant ends, route entitlement lookups through EffectivePlanID, separate a repository failure from an unknown plan, end a grant at local end of day, and drop an index that served no query
2026-09-12 09:45:31 -07:00
Matthew Meszaros
d456bc48c6
feat: fix the Warmbly Cloud pool link across both roles ( #262 ): take an enrolled mailbox out of this instance's own warmup pool so local partners stop writing to it and their unverifiable warmup stops landing in the owner's unibox, recognise the cloud's warmup mail whose verify header did not survive delivery through a new warmup-deliveries lookup that ignores consumed_at because instance and cloud read the same mailbox, move the managed-mailbox access token route behind NODE_BROKER_TOKEN so the internet-facing tracking and forms services can no longer mint a live provider token, scope pause and resume to the caller's workspace, keep an enrolled mailbox listed once it goes inactive, release the cloud copy when the local mirror row cannot be written, refuse the one-time handshake when CREDENTIALS_ENCRYPTION_KEY is missing, blank an expired code's plaintext instance token, and stop errx answering 200 for a status outside its table
2026-09-12 06:58:25 -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
b0050507e4
fix: tell a joining node a tag that exists, falling back to the published prod tag instead of a latest this project has never published, and drop the WORKER_IMAGE docs left behind by the removed push-based provisioning ( #455 )
2026-09-12 01:00:11 -07:00
Matthew Meszaros
f41eac289d
Merge branch 'main' into fix/issue-432
2026-09-11 22:35:43 -07:00
Matthew Meszaros
069ab15194
feat: address the second review pass on the Edit with AI fix by reading a markdown destination with balanced parentheses so a link the model normalises out of the angle-bracket form it was given comes back whole instead of truncated at the first paren with a stray one left in the copy, restoring only spaces and tabs around the model's answer so a selection that ran to the start of the next paragraph joins the two the way a paste would rather than gaining a blank paragraph nobody typed, and capping the completion at a flat 4096 tokens, above the 3072 it was and below the smallest completion limit in common use, because a request over a backend's own cap earns a 400 naming max_tokens that openAIProvider.adaptParams latches for the life of the process and degrades every later call
2026-09-11 21:21:40 -07:00
Matthew Meszaros
SUMAN JANA
Tung Lam