Commit Graph
85 Commits
Author SHA1 Message Date
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
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
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
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
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
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