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
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
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
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
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
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
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
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
e87cd7e8e9
feat: fix unibox seen updates
2026-06-07 19:35:12 +02:00
Matthew Meszaros
4e015e7efd
feat: add CRM task search clients
2026-06-07 07:04:21 +02:00
Matthew Meszaros
c10c4000e7
feat: add teams API hooks
2026-06-07 07:03:56 +02:00
Matthew Meszaros
49ac868956
feat: add CRM task type API hooks
2026-06-07 06:18:06 +02:00
Matthew Meszaros
64bf23500d
feat: add contact email lookup client
2026-06-07 06:17:28 +02:00
Matthew Meszaros
0ac0ba80ca
Merge remote-tracking branch 'origin/main' into feature/crm-system
2026-06-06 19:42:26 +02:00
Matthew Meszaros
050d09c961
feat: add cross-pipeline deals search surface
...
Replace the client-side, 100-row-capped deals board as the default view
with a server-driven cross-pipeline table so totals stop lying at scale.
- POST /crm/deals/search: faceted filter body (query, status, pipeline,
stage, owner, campaign, value range, close-date range), whitelisted
sort, offset pagination, and Contact/Stage/campaign hydrated via JOIN.
- POST /crm/deals/summary: COUNT + SUM(value) per status and per stage
over the same filter, with a mixed-currency guard, so header and board
column totals are true server aggregates.
- DealsTable: cross-pipeline default view (infinite scroll, server
filters/sort, honest summary stats) with a Table|Board toggle; the
kanban stays as the single-pipeline working view.
- Deal attribution: campaign_id + source_mailbox_id columns + indexes
(migration 000022) as groundwork for revenue lineage.
2026-06-06 19:42:20 +02:00
Matthew Meszaros
815665d6e2
feat: add unibox label client hooks
...
Add frontend request helpers and query hooks for thread labels, plus typed search and overview support for category-scoped Unibox data.
2026-06-06 19:37:19 +02:00
Matthew Meszaros
aa4f43b284
feat: wire settings profile updates
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Persist profile and workspace setting edits, show live billing usage, and remove the unused bulk email API helper.
2026-06-06 07:50:26 +02:00
Matthew Meszaros
161d668a8f
feat: add campaign sequence api clients
...
Add frontend models, clients, and React Query hooks for step A/B variants, attachments, branching conditions, and AI writing generation.
2026-06-05 06:04:00 +02:00
Matthew Meszaros
7fe63a98eb
feat: add lead sync frontend clients
2026-06-04 11:50:09 +02:00
Matthew Meszaros
ef58d64988
feat: add campaign send control settings
2026-06-04 08:53:56 +02:00
Matthew Meszaros
2ad67762d4
feat: add dashboard analytics visuals
2026-06-04 08:53:42 +02:00
Matthew Meszaros
24422ed427
feat: add campaign template scoring
...
Add an advisory content score endpoint that reuses warmup linting heuristics for campaign templates.
Surface the score in the sequence editor so users can check subject and body deliverability before sending.
2026-06-03 06:27:07 +02:00
Matthew Meszaros
e81f6d54cf
feat: add mailbox deliverability checks
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Add an email auth-check endpoint and dashboard panel for SPF, DKIM, and DMARC validation.
Expose warmup content segment editing on mailboxes so segment-aware warmup content can be selected intentionally.
2026-06-03 06:26:23 +02:00
Matthew Meszaros
15ef9d4994
feat: add warmup content controls
...
Add warmup content generation and admin review surfaces, plus mailbox warmup appeal/status APIs.
Track warmup engagement and tampering signals so unsafe mailboxes can be handled by the warmup flow.
2026-06-03 05:05:53 +02:00
Matthew Meszaros
83eae84d49
feat: merge main into warmup branch
...
Resolve the main-branch conflict in realtime event publishing by keeping both warmup account-health and audit-created events. Renumber the warmup migrations after the current main migration tail.
2026-06-01 11:36:04 +02:00
Matthew Meszaros
a04d7450bc
feat: guard warmup reconciliation by access
...
Make the warmup task reconciler re-check account state and org warmup access before scheduling replacement tasks. Remove pool membership for accounts whose org can no longer use warmup to avoid repeated no-access task churn.
2026-06-01 11:19:44 +02:00
Matthew Meszaros
fc18b8e470
Merge pull request #23 from warmbly/feature/passkey-login-experience-2
2026-06-01 09:15:21 +02:00
Matthew Meszaros
218af13dd9
feat: add session management
...
Add authenticated session listing and revocation APIs, track the auth provider on sessions, and expose active session controls in account security settings.
2026-06-01 05:53:49 +02:00
Matthew Meszaros
4500aeba0f
feat: add integration oauth connections
...
Adds OAuth-backed integration connection management across the API, repository, event dispatch, migrations, docs, and dashboard UI.
Includes realtime invalidation and small dashboard type compatibility fixes needed for the web typecheck gate.
2026-06-01 04:25:14 +02:00
Matthew Meszaros
87f9bf58b0
feat: add Safari-ready passkey login
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Add passkey enrollment and login wiring, including a Safari-safe explicit login path that prefetches the WebAuthn challenge before the click and calls the credential ceremony immediately from the user gesture.
2026-06-01 03:09:17 +02:00
Matthew Meszaros
545dcea940
feat: show scheduled replies in threads
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Add a thread_id filter for scheduled Unibox sends and expose a per-thread hook for the dashboard.
Render queued sends inline in ThreadView with cancellation, refreshing the thread, scheduled list, and overview caches after cancel.
2026-05-31 05:19:39 +00:00
Matthew Meszaros
70bfa39163
feat: update unibox scheduled UI
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Add scheduled-send scope, queued-send review and cancel flows, richer reply composer controls, snooze picker polish, and API client models for the new Unibox endpoints.
2026-05-31 04:26:46 +00:00
Matthew Meszaros
bf40834557
feat: update unibox experience
2026-05-30 16:37:50 +00:00
Matthew Meszaros
4663333d2c
feat: update billing and email settings
2026-05-30 15:45:10 +00:00
Matthew Meszaros
b146417b50
chore: dashboard and plans
2026-05-29 16:42:05 +00:00