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923 Commits 1 Branch 8 Tags
aba0878833ba3d9fa93d9cda827624dcf696ca90
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121 Commits
Author SHA1 Message Date
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 c724ba59ec feat: expose integration action metadata 2026-06-07 20:30:41 +02:00
Matthew Meszaros e87cd7e8e9 feat: fix unibox seen updates 2026-06-07 19:35:12 +02:00
Matthew Meszaros bd5356c7ff feat: add CRM task team controls 2026-06-07 19:34:56 +02:00
Matthew Meszaros 9e4c9515bd feat: model instant branch options 2026-06-07 17:24:51 +02:00
Matthew Meszaros 650b7d6400 feat: add CRM deal sequence editor actions 2026-06-07 11:50:00 +02:00
Matthew Meszaros 87dc3b2647 feat: add reply intent branch editor 2026-06-07 11:49:52 +02:00
Matthew Meszaros c5135857e8 feat: refresh contact queries after deal changes 2026-06-07 11:07:29 +02:00
Matthew Meszaros 1286074ba8 feat: refresh contact queries after note changes 2026-06-07 11:07:24 +02:00
Matthew Meszaros 791165ad5e feat: refresh CRM task queries on create 2026-06-07 07:54:17 +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 f9bc1dc40f feat: expose organization member display fields 2026-06-07 07:03:25 +02:00
Matthew Meszaros 03ddc2b6d8 feat: add unibox contact context panel 2026-06-07 06:18:38 +02:00
Matthew Meszaros 99d6a20c1b feat: add create task sequence action UI 2026-06-07 06:18:32 +02:00
Matthew Meszaros 484aea9597 feat: show task types on CRM tasks 2026-06-07 06:18:17 +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 2f5e0208f5 feat: refresh unibox labels after category delete 
Invalidate Unibox search and overview caches after category deletion so cascaded thread-label removals are reflected immediately in the dashboard.
 2026-06-06 19:37:19 +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 ce8181de0e feat: show campaign lead progress 
Surface per-lead campaign progress in the embedded Leads table with status pills, current step, activity dates, and a compact progress strip.
 2026-06-06 07:50:18 +02:00