Commit Graph
80 Commits
Author SHA1 Message Date
Matthew Meszaros e58921484d feat: rebuild mailbox import around column mapping and automatic host and sign-in detection (CSV, XLSX, pasted lists, saved mappings, retryable rows with fixes, migrations 000205-000206), connect whole Google Workspace domains and Microsoft 365 organizations through a proved administrator grant, import from inbox vendors (InboxKit, Zapmail, Mailforge, Infraforge, Maildoso, Cheap Inboxes, ScaledMail) with vendor-managed forwarding and DNS, add a sending domains page with per-domain tracking and verified root redirects, unify Add account into one Google and one Microsoft entry with per-method choices, mark per-mailbox Google sign-in as retiring with in-place moves to the admin grant or an app password, allow the loopback security mode in the credential columns (migration 000207), read semicolon-separated CSVs, and add a mock vendor API to the sandbox 2026-09-23 08:41:01 -07:00
Matthew Meszaros 1c734411a3 feat: keep warmup out of Unibox notifications and the unread badge: tie reply notifications to their unibox message (notifications.unibox_email_id, migrations 000202-000204) so they are removed with it and read when it is read, link them to the conversation, count the badge as unread Inbox conversations without snoozed ones and refetch it instead of incrementing, hold a live arrival from the sender of an unconfirmed warmup send until its id is known, and never send warmup without a token (#659) 2026-09-23 07:30:09 -07:00
Matthew Meszaros 331aeb4db3 Merge origin/main into feature/open-tracking-device-client 2026-09-23 02:06:04 -07:00
Matthew Meszaros f632a2fe6f feat: document that a click carries client_type app when a mail app made the request itself, in the timeline origin, the campaign surfaces breakdown and the OpenAPI schema 2026-09-22 22:39:59 -07:00
Matthew Meszaros 3cf743a0cd Merge remote-tracking branch 'origin/main' into fix/millionverifier-reverification-source 2026-09-22 22:17:04 -07:00
Matthew Meszaros 72272cfbe7 feat: queue a contact re-verify ahead of the backlog whatever its evidence or manual verdict while the current verdict stands, count MillionVerifier renewing subscription credits, let a paid verifier's fresh answer outrank mail older than 30 days, keep what each check said, and show Verified with MillionVerifier plus a live Re-verify button on the contact Deliverability card 2026-09-22 22:17:04 -07:00
Matthew Meszaros eca5416a6f Merge origin/main into feature/open-tracking-device-client 2026-09-22 22:16:51 -07:00
Matthew Meszaros d44fd38d90 feat: show the device and mail client behind every open and click (iPhone · Apple Mail app, Windows PC · Outlook app, Gmail · device hidden) from a new mailclient detector that recognises Gmail, Yahoo, Apple MPP, HEY, Fastmail and Seznam image proxies instead of reporting their fake browser and data-centre location, record app vs webmail and device_hidden on the open and click logs, backfill stored opens by the same rules, let the logs accept the scanner reason, and surface it on the contact timeline, a new How they read overview, the live campaign feed, recent activity, the campaign Device breakdown (surfaces), webhooks and realtime 2026-09-22 22:16:51 -07:00
Matthew Meszaros c75b3b3b0d Merge pull request #651 from warmbly/feature/import-existing-custom-fields
feat: map import columns onto the workspace's existing custom fields
2026-09-23 04:45:33 +00:00
Matthew Meszaros c35e05c9eb Merge pull request #652 from warmbly/feature/sending-window-timezone
feat: give each workspace a timezone that mailbox warmup and campaign sending windows follow by default, with a Timezones control centre on Settings > Profile and the first-email delay moved into campaign Settings
2026-09-23 03:42:59 +00:00
Matthew Meszaros 0e97ccc88d feat: make every warmbly CLI command send the body its endpoint binds (contact create, mailbox send and set-tracking, form set-domain, campaign test, task due dates, advisor snooze, warmup appeal, integration push, oauth-app scopes, corrected inbox and suppression examples, automations and webhook edit documented as full writes), pinned by a test that decodes each body strictly into the server struct, and let POST /v1/campaigns/:id/steps take the PATCH fields as an optional body so add-step no longer creates a blank step 2026-09-22 20:26:34 -07:00
Matthew Meszaros c1acded32c feat: place import columns no header matched with one TypeSafe Jev choice call per preview (headers, value kinds and field names only, never a cell; 0.70 confidence floor, one column per field, 4s fallback to the deterministic mapping), map a column of addresses to Email by its values, report inferred_columns on both import previews, mark them in the mapper, and document what is sent in data control 2026-09-22 20:22:40 -07:00
Matthew Meszaros 6cadcc725d feat: answer every public request-body bind failure with a 400 that names the problem (empty body, JSON syntax error with its byte offset, wrong JSON type for the body or a named field, missing or out-of-range fields by json key) instead of a blanket malformed-JSON message or a 500, accept a single contact object on POST /v1/contacts as the CLIs send it, and drop the API-key lookup cache whose 300ns TTL made it a Redis round trip that saved nothing 2026-09-22 20:21:41 -07:00
Matthew Meszaros 38f8382cf8 Merge remote-tracking branch 'origin/main' into feature/sending-window-timezone 2026-09-22 20:13:55 -07:00
Matthew Meszaros 45c045a5bb feat: give each workspace a timezone that mailbox warmup and campaign sending windows follow by default (organizations.timezone, migration 000198), let campaigns and mailboxes follow it or pin their own, add a Timezones control centre on Settings > Profile with inline per-campaign and per-mailbox zones, default new workspaces and the campaign wizard to the browser zone, expose effective_timezone on campaigns, and move the first-email delay from the Schedule tab and wizard into campaign Settings > First email 2026-09-22 20:13:55 -07:00
Matthew Meszaros 2bdbfe5f68 feat: list the workspace's existing custom fields in the contact import and Google Sheets column mapper (searchable, with inline create), auto-map headers to existing fields ignoring case and separators in one shared server-side suggester, flag new fields, near-duplicates and columns sharing a field, and document the matching 2026-09-22 20:07:57 -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 e1989f9116 Merge remote-tracking branch 'origin/main' into fix/password-change-session-revocation
# Conflicts:
#	internal/app/auth/reset_password.go
2026-09-21 04:56:50 -07:00
Matthew Meszaros eac3f6d615 Merge remote-tracking branch 'origin/main' into fix/sso-link-existing-password-account
# Conflicts:
#	docs/content/docs/guides/security.mdx
2026-09-21 04:28:20 -07:00
Matthew Meszaros db0f0c6132 feat: carry the caller's session into ReissueSession from the request instead of looking it up, evict every revoked session from the cache and write a revoked tombstone where the delete is refused, and answer a password change whose reissue failed with the distinct 409 password_changed_sign_in_again that the dashboard turns into a sign-out, documented in error-codes, the endpoint reference and OpenAPI 2026-09-21 04:23:46 -07:00
Matthew Meszaros a1b7a8ad9b feat: attach a parked federated identity only after the ban check and, on a 2FA account, only once the second factor passes by carrying it through the 2FA pending record into twofa.VerifyLogin, charge each sso_link password attempt atomically before the check, treat an identity a parallel challenge already linked as a re-login instead of a refusal, ask for no password when the identity cannot be linked, end an exhausted or expired challenge with sso_link_expired so the dashboard returns to the email step, and document the code in error-codes, the API reference and OpenAPI 2026-09-21 03:35:17 -07:00
Matthew Meszaros 9426c0da51 feat: validate every person, workspace and company name through internal/pkg/displayname on each write path (profile, onboarding, setup, IdP sign-in, org create and rename, org import, enterprise inquiry, admin testers, warmblyctl) with a 400 invalid_name code, render stored names in platform email through the same rules, mirror them in the web forms, check the org slug format, and document the rules in error-codes, security and AGENTS.md 2026-09-21 03:34:03 -07:00
Matthew Meszaros 0f60fd9b84 feat: attach a Google, Apple or OIDC identity to an existing password account only after that account's password is presented: resolveFederatedUser parks the sign-in as link_required with a single-use sso_link pending token, POST /auth/sso/link checks the password against the provider-asserted address on the sign-in failure budget and links then issues the session through finishLoginAs, the dashboard collects it on a new login step, and the API reference, endpoints list, security guide and OpenAPI spec describe the third login result 2026-09-21 03:25:29 -07:00
Matthew Meszaros 7626aaefe4 feat: end every session on a password change, the calling one included, and answer POST /auth/me/password with the token pair of a fresh session for that device; the dashboard stores the new pair, and the endpoint reference, security guide and OpenAPI document the response 2026-09-21 03:18:27 -07:00
Matthew Meszaros 3ea6118a27 feat: redeliver a warmup retention delete when the mailbox is not loaded on the worker, drop the stored body when the IMAP message is already gone on a redelivery while returning a search failure rather than treating it as absence, and encode the accepted warmup_retention_days range (0, or 3 to 3650) in both OpenAPI schemas 2026-09-21 01:21:28 -07:00
Matthew Meszaros 0a5e7947b4 feat: return a failed warmup retention delete from the worker so the bus redelivers it up to five times, re-key a Graph message in the map on every move so the sender copy's body can be dropped, never expunge a whole IMAP folder for one message (UID EXPUNGE, else MOVE to Trash, else refuse), build the two retention indexes concurrently in their own migrations 000193 and 000194, keep the dashboard stepper off 1 and 2 days, and describe retention as applying wherever the placement files warmup mail 2026-09-21 01:11:22 -07:00
Matthew Meszaros 1513419a2a feat: delete warmup mail from each mailbox once past a per-mailbox retention window (email_accounts.warmup_retention_days, else retention.warmup_mail_days, default 30) via a consumer sweep that retires the receipt and sender copy and a worker delete action that trashes on Gmail, deletes on Graph, expunges on IMAP and drops the stored body, prune per-message warmup records after retention.warmup_event_days, and count a warmup deletion as tampering only within 24 hours of arrival and never for a retired message, judging Gmail's Trash label on the same rule 2026-09-21 00:52:02 -07:00
Matthew Meszaros d6384d3c0e feat: make cross-tier warmup an exchange so a proven free mailbox writes back to the paying mailboxes that wrote to it, favour the inbox owed the most on every draw, cap what any inbox receives per day inside WarmupPartnerCandidates so a thin tier is neither starved nor flooded, and surface received counts in the mailbox drawer, warmup analytics and the API (#633) 2026-09-20 09:42:53 -07:00
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 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
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 89daae3f29 feat: make the send plan count a lead bound to a spent mailbox as waiting for it (leads.waiting_on_sender), charge a behaviour profile's spent budget and hourly ceiling to the plan rather than to hours or spacing, fold a foreign-timezone mailbox's 8pm close into its pacing, report the UTC budget day and keep the waterfall adding up when a cap was lowered after sends, read the pool's sends today in one query and cache the plan and workspace capacity for a few seconds, share one cold-ramp notice builder between the drawer and the plan, let the wizard estimate survive a counter miss, and stop a malformed plan payload from taking the campaign overview down 2026-09-19 09:45:03 -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 530b184748 Merge pull request #607 from warmbly/feature/two-factor-setup-flow
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 15:48:03 +00:00
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 a1d3f3f3f1 feat: open a message details panel in the unibox from the recipient line, sender and an info icon, showing every From, Reply-To, To, Cc and Bcc address, sent and received times in the reader's zone, the mailbox, folder, size, Message-ID and In-Reply-To with one-click copy; summarise all recipients on the header line; add email_id and folder to GET /unibox/:id and document both 2026-09-19 08:22:14 -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 e37c5053c2 feat: make warmup refunds atomic, count confirmed partner diversity in local and cloud mailbox views, and document cloud-safe mailbox deletion 2026-09-17 21:15:28 -07:00
Matthew Meszaros 177a0817c4 Merge remote-tracking branch 'origin/main' into fix/closiqode-reported-issues 2026-09-17 21:00:48 -07:00
Matthew Meszaros 68c3676717 feat: keep warmup out of the customer's own mailbox and off their deliverability record: Gmail foldering now removes INBOX and SENT instead of only labelling, sent copies and reply-backs are filed in both directions, filing is configurable per mailbox (folder/inbox/archive via warmup_placement + warmup_folder, migration 000177), IMAP relocates a moved message by Message-ID so read/important stop no-opping, and a warmup send's bounce notice no longer lands in the unibox or suppresses a pool partner 2026-09-17 20:46:03 -07:00
Matthew Meszaros 8ee1c50a1b feat: make a failed SMTP send name the step and the cause behind it instead of one bare SERVER_UNREACHABLE sentinel, give a refused warmup send its day back so sent_today can no longer climb past the target while the cap frees the slot, revoke a mailbox's Warmbly Cloud enrollment when it is deleted so the pool stops holding its password, and prefer warmup partners outside the sender's own workspace while showing the partner diversity a mailbox is actually getting (#574, #575) 2026-09-17 20:02:37 -07:00
Matthew Meszaros 95885fa714 fix: save a contact's edited email address (#511) (#521)
* fix: save a contact's edited email address by giving models.UpdateContact the Email field the dashboard was already sending, normalizing it to a bare lowercased address, refusing one another contact in the workspace holds with a 409 contact_email_taken instead of letting the unique index 500, and dropping the verification verdict plus the delivery evidence that belonged to the old mailbox (issue #511)

* fix: reset a contact's verification evidence behind a watermark the delivery-credit job honours, clear the cached esp_provider the old domain produced, write a case-only edit in place instead of answering 200 and changing nothing, and normalize the address on create and import too so the two paths cannot disagree about what an address is

* fix: refuse a verification observation whose campaign step provably left before the contact's address was edited, so a hard bounce or an open for the old mailbox arriving afterwards cannot mark the corrected address invalid or valid, read the credit watermark against dispatched_at rather than the sent_at a worker result stamps later, and answer a racing address collision with the documented 409 instead of the unique index's 500

* fix: build the deliverability evidence step from the resolved campaign task so both halves name one real row, drop the email format hint from the OpenAPI schema now that the endpoint also accepts a display-name address, and drain the shared delivery-credit backlog in the live test instead of assuming one pass reaches this contact
2026-09-14 23:05:16 -07:00
Matthew Meszaros 619eb2729a fix: read a mailbox's Gmail send-as addresses from the worker holding it rather than from the backend, which was decrypting a mailbox credential in the control plane and showing Google a second client address for a mailbox whose mail moves through a worker, by round-tripping a new MAILBOX_IDENTITY command answered on the process channel like a credential validation, leaving the OAuth handshake as the one place the control plane still calls the provider (#522) 2026-09-14 21:28:07 -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 c28f915648 feat: erase everything a disconnected mailbox leaves behind, revoking its OAuth grant at Google and deleting its stored message bodies through a durable retried queue, cascade the nine mailbox foreign keys that had none so warmup receipts, tampering events and provider message maps stop outliving the mailbox, clear thread labels and snoozes on conversations the delete emptied, make workspace deletion possible at all by cascading the four organization foreign keys with no delete action, and put Disconnect in the mailbox row menu and a Settings danger zone since it was only reachable from the selection bar (#506) 2026-09-14 07:55:01 -07:00
Matthew Meszaros d74d5e6836 fix: retire the warmup spam score, a counter that grew with volume rather than misbehaviour and that no band could act on (#508)
* fix: retire the warmup spam score, a ratchet that grew with volume rather than misbehaviour and that no band ever read, dropping the column from the pool row and the reputation ledger and explaining a pool finding with the band's own reason instead (#491)

* test: pin the advisor snapshot's pool columns against the scan, since the band's reason now reaches the finding through that select alone (#491)

* fix: hold a warmup sentence's score and reason with the sentence itself, keep the retired spam_score key on the published analytics payload as a deprecated zero, seed the sandbox with severity-shaped scores, and record the raw spam report when the warmup service is absent (#491)
2026-09-14 07:44:34 -07:00
Matthew Meszaros 6fafb8bd6a fix: honour a warmup routing rule of weight 0 as an exclusion, dropping the pair before the draw and refusing it on the reply-back, so a pool of one can no longer smuggle an excluded partner past a weighting (#501) (#504) 2026-09-14 03:36:04 -07:00