 Matthew Meszaros
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a3989f9d9c
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feat: turn automations into a lead-intake path so a Facebook, Instagram, LinkedIn or TikTok lead form pushed by Zapier, Make, n8n or any webhook becomes a tagged, campaign-enrolled contact without leaving Warmbly: add the warmbly.upsert_contact and warmbly.add_to_campaign built-in actions with templated field mapping, custom fields, tags, campaign and an if-exists policy, fire a rich contact.created event from the one contact write path (silent for file imports, sheet syncs and API batches over 100) and expose contact.created and form.submitted as automation triggers with condition fields, variables and sample data, carry an automation depth through events raised by an action so a flow that creates a contact cannot re-trigger itself past five hops, stamp automation-created contacts with the new automation source (migration 000129), share the campaign picker between the sheet sync wizard and the automation builder, document lead intake in the automations, Zapier, Make, contacts, forms, integrations, expressions and webhook pages plus a new n8n guide, mirror the new triggers and actions on the marketing automations page, and drop the 34 MB cli binary that was committed by mistake
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2026-09-06 00:36:05 -07:00 |
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Matthew Meszaros
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3bf8d4bdfa
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Merge remote-tracking branch 'origin/main' into feature/mailbox-fair-use-allowance
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2026-09-04 21:25:53 -07:00 |
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Matthew Meszaros
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3596a9770f
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feat: make mailboxes truly unlimited under a fair-use allowance of one mailbox per daily send the plan includes (15,000 on Business), drop the 200 hard cap and the 5-per-day connect throttle, open a request-more dialog with inline limit requests and plan upgrade when the allowance is reached, add bulk CSV mailbox import with live progress and a downloadable failed-rows file, reserve attachment storage atomically under a per-org lock so concurrent uploads cannot pass the quota (#326), report storage and the allowance on the billing usage meters, and honor approved daily-send overrides in the sender
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2026-09-04 21:00:26 -07:00 |
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Matthew Meszaros
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f68918d7f6
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Merge remote-tracking branch 'origin/main' into feature/warmbly-cli
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2026-09-04 20:14:46 -07:00 |
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Matthew Meszaros
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028689fd2e
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feat: device-code sign-in for the CLI, with a browser approval page at /cli that mints a scoped API key, self-revocation at DELETE /api-keys/self so a read-only credential can always end itself, and app_url plus websocket_url on /auth/config so a client can find the dashboard and the realtime gateway on a self-hosted layout
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2026-09-04 20:14:27 -07:00 |
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Matthew Meszaros
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5fd9aedb80
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Merge remote-tracking branch 'origin/main' into feature/plan-upgrade-paywall-modal
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2026-09-04 09:11:51 -07:00 |
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Matthew Meszaros
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d78e4423e4
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fix: address the review of the notifications work — bound detached alert delivery to a fixed pool that drops and logs rather than spawning a goroutine per event, never echo a transport error that embeds the webhook URL, treat an emptied channel target as cleared so switching transport cannot post Slack payloads to a Discord URL, emit user.registered for invited signups and the worker alert after a successful reassignment, format Stripe amounts by currency exponent, refuse an upgrade while the plan list is still loading instead of silently opening the portal, apply a fixed discount to the annual invoice rather than to each month, convert proration from minor units, contain focus in the nested enterprise dialog, hide the odometer wheels from assistive tech, and drop the last dedicated-IP row from the pricing matrix
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2026-09-04 06:33:20 -07:00 |
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Matthew Meszaros
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85f3dad215
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feat: send the files a step actually carries by honouring campaign_attachments.sequence_id in the send, test-send and preview paths instead of attaching every campaign file to every step, count them per step in the preflight content score, and refuse an upload naming another campaign's step
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2026-09-04 06:16:16 -07:00 |
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Matthew Meszaros
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81d6ba4520
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Merge remote-tracking branch 'origin/main' into feature/plan-upgrade-paywall-modal
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2026-09-04 06:09:14 -07:00 |
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Matthew Meszaros
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7d8bb08fa0
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fix: Talk to sales now opens an enterprise inquiry form instead of a Stripe portal session a free-tier prospect has no customer for, and correct two clients that could never succeed: the portal sent no body against a required return_url and read a url key the endpoint never returns, and the enterprise inquiry sent name/email/company/message against a handler binding company_name/contact_name/contact_email
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2026-09-04 05:20:31 -07:00 |
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Matthew Meszaros
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19f8dfbc20
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feat: rebuild Billing > Overview as a real control panel with cancel and resume, live usage meters against server-enforced limits, a capability matrix, trial and past-due and pending-cancellation banners; price plan switches with a proration preview on the Plans tab; fix the cancel client that sent no body and always 400'd; stop the Payment tab claiming no card is on file
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2026-09-04 04:48:59 -07:00 |
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Matthew Meszaros
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ebc6de1f81
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feat: refetch the campaigns list on a slow cycle while the realtime socket is not connected, so send counts kept current by live invalidation cannot sit on their five-minute cache with no event coming to refresh them, and document what the header's connection dot means and what still refreshes while it is down
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2026-09-04 04:03:01 -07:00 |
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Matthew Meszaros
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483d6c2fe7
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Merge remote-tracking branch 'origin/main' into fix/issue-307-test-send-preview-from-name
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2026-09-04 03:34:35 -07:00 |
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Matthew Meszaros
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997aa2c748
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Merge remote-tracking branch 'origin/main' into fix/issue-307-test-send-preview-from-name
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2026-09-04 02:58:40 -07:00 |
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Matthew Meszaros
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aa55b31422
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feat: give the campaign step preview a contact and mailbox picker so it renders for a real lead with that sender's signature, the opt-out footer and the attachment list, add a Send test action that mails the saved step through the chosen mailbox, and document both in the sequences guide
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2026-09-04 02:58:36 -07:00 |
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Matthew Meszaros
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eb85224cc8
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Merge remote-tracking branch 'origin/main' into fix/contact-timeline-opaque-cursor
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2026-09-04 02:57:59 -07:00 |
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Matthew Meszaros
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ab0c756aa2
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feat: show a campaign's linked segments on the Leads tab as chips with live enrolled and held-out counts that filter the list, explain an empty list caused by an empty segment or hand-removed members and add them back in one click, add a scope-aware Export to campaign leads and segment members with a campaign-ready preset that carries lead status and engagement, write the links and the enrolment of PUT /campaigns/:id/segments in one transaction so a failed enrolment changes nothing instead of answering added 0, restart a completed campaign when a one-shot enrol adds leads, clear the manual-removal record when a contact is added by hand, count every link's members in one scan, audit sweep enrolments so open Leads tabs refresh, and document it in the campaigns and segments guides and the API reference
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2026-09-03 20:38:27 -07:00 |
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Matthew Meszaros
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8503ad4f37
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feat: page the dashboard contact timeline with the server's opaque cursor from pagination.next_cursor instead of deriving a bare timestamp from the last event, in the listContactTimeline client and the useContactTimeline infinite query
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2026-09-03 20:19:16 -07:00 |
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Matthew Meszaros
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5dbbaad5b5
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feat: add the pagination envelope with its opaque next_cursor to the dashboard's ContactTimelineResult type and note that the top-level has_more only mirrors it
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2026-09-03 20:19:16 -07:00 |
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Matthew Meszaros
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701dc404a2
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Merge remote-tracking branch 'origin/main' into fix/click-without-open-tracking
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2026-09-03 05:22:05 -07:00 |
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Matthew Meszaros
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bb35de0455
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feat: address review on self-hosted updates: the updater no longer re-locks its mutex when a job finishes (every job used to deadlock at completion and freeze the status API), the backend caches the updater view so the member version pill, the health checks and the admin poll share one read and an absent updater is reported as not running rather than broken, the bare-metal upgrade builds unprivileged and hands off to a root-owned fixed-path installer that refuses symlinks so sudoers allows one command instead of install/cp/rm/chown/chmod/systemctl/ln, the installer fails when the backend does not come back, the seed image gets the version build args, the dashboard gates the update action on manage_settings and stops polling a backend that answers 404, and revived timestamps are typed as Date
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2026-09-03 05:04:30 -07:00 |
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Matthew Meszaros
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b2ea1f1961
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feat: add self-hosted update awareness and one-click updates: every binary is stamped with its version and commit, the backend polls GitHub Releases and a new host-side updater (cmd/updater, compose profile or systemd unit) reports the checkout's commit distance, the admin panel's top bar shows a version pill that turns into an update indicator and opens a dialog with confirmation, live step progress and log, restart tracking and result, the dashboard header shows the same pill to every member of a self-hosted instance with the full update flow for platform admins, Setup and health gains update_available and updater_unreachable checks, warmblyctl status prints the version, make upgrade and scripts/upgrade-bare-metal.sh cover the by-hand paths, and docs gain an Updates page plus configuration, health, deployment and API reference updates
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2026-09-03 05:04:30 -07:00 |
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Matthew Meszaros
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31dabea0a4
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feat: rebuild the click-without-open fix on top of the per-link click attribution from #298: a person's click now also counts as an open and a burst that withdraws the click withdraws the open it implied unless a real open is on record, routing readers ignore machine opens as the docs promised, every open gets its own log row and every open and click records the mail client or proxy, browser, device, OS, country, region and city (migration 000124: origin columns on email_link_clicks plus an email_opens table), the tracking service publishes only the address's network in a nullable client_ip field which the consumer resolves with GeoLite and drops, the contact Activity tab shows each open and the origin of opens and clicks, the campaign overview gains a who-engaged-from-where breakdown exposed as engagement in campaign analytics, live open and click events carry occurred_at, client and location, the leads table explains why an open is not always counted, both logs are pruned daily after a year, email_opens joins the export registry, the consumer reads GEODB_PATH optionally, and the guides and API references are updated (fixes #294)
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2026-09-03 03:49:44 -07:00 |
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Matthew Meszaros
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579b0ac04c
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feat: merge main into the unsubscribe branch again, carrying the UTM campaign columns alongside unsubscribe_mode in every campaign scanner, keeping unsubscribe links out of the moved link tracker and its UTM tagging, and renumbering the opt-out migration to 000124 because main released 000123 for link clicks
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2026-09-03 03:43:47 -07:00 |
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Matthew Meszaros
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78c4021053
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Merge remote-tracking branch 'origin/main' into feat/link-click-attribution
# Conflicts:
# docs/content/docs/api/reference/campaigns.mdx
# docs/content/docs/guides/campaigns.mdx
# internal/repository/pg_campaign.go
# internal/repository/pg_campaign_lifecycle.go
# web/src/components/app/campaigns/NewCampaignDialog.tsx
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2026-09-03 03:14:19 -07:00 |
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Matthew Meszaros
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9485503e03
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feat: merge main into the unsubscribe branch, keeping the new campaigns.kind column alongside unsubscribe_mode in every campaign scanner and renumbering the opt-out migration to 000123 because main took 000122 for campaign kind
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2026-09-03 01:56:38 -07:00 |
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Matthew Meszaros
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5eb92c601c
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feat: give every campaign email a working opt-out: a reply-to-opt-out line by default or an unsubscribe link (workspace setting under Settings > Sending with a per-campaign override and a {{.UnsubscribeLink}} variable), signed per-recipient unsubscribe links served on the API origin so the List-Unsubscribe header no longer points at a dead warmbly.com page, a confirm page on GET with RFC 8058 one-click on POST and a resubscribe button, reply opt-out detection through the whole-word compliance lexicon with quoted history stripped, a first-class suppression list (Contacts tab, GET/POST/DELETE /suppressions with address and domain entries, audited removal, contact drawer action), the contact Subscribed flag enforced in campaign routing, migration 000122 with a shared recipient_suppressed() predicate, and docs for all of it
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2026-09-03 01:52:40 -07:00 |
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Matthew Meszaros
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1cb2b65cd7
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Merge remote-tracking branch 'origin/main' into feat/link-click-attribution
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2026-09-03 01:42:44 -07:00 |
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Matthew Meszaros
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24b7e26fbb
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feat: add the one-time email campaign preset from #288: campaigns.kind column with sequence and one_time values and a kind field on POST /campaigns, GET /campaigns?kind= and an one_time count on /campaigns-overview, a POST /campaigns-estimate endpoint projecting deduplicated segment recipients against the mailbox pool's per-day capacity and finish date, a wizard type picker whose one-time flow runs Basics, Email, Audience, Sending and Send with send-now or scheduled start and the estimate panel and then creates, links segments and starts the campaign, a guard refusing a second email step on a one-time campaign, draft/scheduled/sending/sent wording with a One-time badge and Type filter in the campaigns list, kind on the AI create_campaign_draft tool, honouring text_only in the send and test-email paths so plain-text campaigns ship no HTML part or tracking, and the campaigns, segments, API reference and endpoint docs
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2026-09-03 01:42:00 -07:00 |
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Matthew Meszaros
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3601147c7c
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feat: address review on the avatar persistence fix: avatar object keys carry a random nonce next to the millisecond epoch so two uploads in the same millisecond cannot share an immutably cached URL, the org avatar hooks capture the target workspace id when the mutation starts and patch the org pointer, list and current-org caches only for that id so a mid-flight workspace switch cannot stamp the avatar onto the wrong org, and the API docs describe the stored file deletion on remove as best effort
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2026-09-03 01:15:10 -07:00 |
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Matthew Meszaros
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f579497c81
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feat: make profile and workspace avatar changes survive a refresh: user avatar upload and remove go through the user service so the cached /auth/me copy is dropped instead of serving the old avatar for 30 minutes, the org list mapper carries avatar_url into the persisted workspace pointer it previously discarded, the avatar mutation hooks patch the cached user, org pointer and org queries with the server's answer before invalidating, all four handlers delete the replaced or removed object under our own avatars/ prefix with millisecond keys so quick replacements cannot collide on an immutable URL, the org avatar removal is audited, the uploader copy stops promising WebP and GIF, and the API docs note that remove deletes the stored file (fixes #295)
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2026-09-03 01:06:36 -07:00 |
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Matthew Meszaros
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99be92f159
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feat: attribute every campaign click to the exact link with a per-link click log (email_link_clicks) behind the contact activity timeline, campaign live feed, recent activity and the email_clicked webhook, add per-campaign automatic UTM tagging (utm_tracking with source, medium and campaign overrides, utm_content from the link text) applied at send time to the stored ticket destination, and classify opens and clicks as machine when they arrive within ten seconds of dispatch or when several links of one email are followed within five seconds, so scanner clicks are logged but never count as engagement, fire automations or send webhooks
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2026-09-03 01:05:34 -07:00 |
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Matthew Meszaros
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290f1f00aa
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Merge remote-tracking branch 'origin/main' into feature/public-forms
# Conflicts:
# cmd/backend/main.go
# docs/content/docs/guides/workspace-export-import.mdx
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2026-09-01 09:29:53 -07:00 |
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Matthew Meszaros
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05d74dbe9f
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feat: forms v2, a full redesign of the hosted form and its builder: eight one-click themes, card/wide/split layouts with a brand cover panel, classic paged and Typeform-style focus modes split on a new page_break block, logo/cover/background uploads with size, fit and veil controls, an optional header bar that can span the page or sit with the form, a real HSV colour picker and font preview, per-contact personalized links that prefill and attribute without email verification, a render-token gate so the form JSON cannot be scraped without loading the page, funnel analytics with per-page drop-off and identified visitors, a leads-style forms list and responses table, and an organization custom forms domain verified by CNAME with hourly re-checks
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2026-09-01 09:27:28 -07:00 |
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Matthew Meszaros
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128e314103
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Merge remote-tracking branch 'origin/main' into fix/issue-277
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2026-09-01 04:03:37 -07:00 |
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Matthew Meszaros
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d6ddf1f170
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feat: fix implicit-TLS SMTP on 465 and IMAP STARTTLS on 143 behind a stored per-mailbox security mode that accepts any port, stop worker ID churn orphaning mailbox assignments via flock-claimed persistent worker ids, give the unibox a standard mail-folder sidebar (inbox/sent/drafts/archive/spam/trash) backed by a provider-derived folder column, and expose the AI tool registry over REST for non-MCP function-calling agents (#283)
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2026-09-01 03:53:19 -07:00 |
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Matthew Meszaros
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55307b0ad9
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feat: fix the segment dialog UI and make a contact created inside a segment join it (issue #285): the add-to-campaign picker now shows a humanised, colour-toned campaign status instead of the raw PAUSED_NO_ACCOUNTS enum, its footer wraps instead of clipping the hint mid-sentence and the Add leads button no longer breaks across two lines, campaign status labels move to a shared components/app/campaigns/status module, the Segments, Categories and Segment pages plus every unmapped settings and onboarding route get a document title so they stop reading Page not found, and POST /contacts takes a segments array that pins the new contacts in as include overrides (validated before the write, best-effort after it) which the New contact dialog sends when opened from a segment page
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2026-09-01 02:57:30 -07:00 |
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Matthew Meszaros
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5e87b1bbbf
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Merge remote-tracking branch 'origin/main' into feature/public-forms
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2026-09-01 01:17:54 -07:00 |
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Matthew Meszaros
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60c9e316d9
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feat: hosted lead-capture forms end to end: drag-and-drop builder with field settings, design panel, embed/share and submissions tabs in the dashboard, a public TanStack form app (forms/) served by the new standalone forms service (cmd/forms + internal/formserver) on FORMS_DOMAIN with per-form frame-ancestors CSP, honeypot/fill-time/Turnstile/per-IP submit protection and a same-origin JSON API proxying the backend internal API, form submissions creating contacts with categories and campaign enrollment plus realtime, audit, webhook and org-transfer coverage, migration 000114, seed forms, CI jobs, Dockerfile, systemd/nginx/compose manifests and docs
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2026-09-01 01:17:51 -07:00 |
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Matthew Meszaros
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66a105fb9f
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feat: make segments a live campaign audience and round out lead management (issue #277): a campaign_segments link table with GET/PUT /campaigns/:id/segments (max 20, replace semantics), immediate enrolment of linked-segment members as leads plus targeted re-syncs on contact writes, segment edits, pin-ins and imports and a 2-minute backend sweep for drift, waking active campaigns and restarting completed ones through the full launch checks; a Segments manager dialog and toolbar button on the campaign Leads tab; Remove from campaign as the row action and a selection-bar bulk action so leads can leave a campaign without deleting the contact; campaign and segment pickers in the CSV import wizard backed by a new segment_ids import option that pins imported rows as include overrides; a delete guard naming linked campaigns; orgtransfer registration, live repo tests and docs for all of it
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2026-08-31 08:45:27 -07:00 |
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Matthew Meszaros
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896fc60f4d
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feat: add the missing mailbox re-verification flow (issue #274): POST /emails/onboarding/oauth/reauth/:id re-runs the provider consent for an existing Gmail/Outlook mailbox (login_hint preselect, same-address check, token rewrite keeping the stored refresh token) and PUT /emails/onboarding/smtp-imap/:id replaces SMTP/IMAP credentials after live validation; both resolve the credential-class error rows and reactivate the mailbox onto its worker, the drawer's Needs attention banner gains Re-authorize and Update credentials buttons, and the mailboxes guide documents reconnecting
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2026-08-31 05:29:35 -07:00 |
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Matthew Meszaros
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7a7c6051bc
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Merge remote-tracking branch 'origin/main' into feature/contact-segments
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2026-08-30 02:07:56 -07:00 |
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Matthew Meszaros
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52916ab60d
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feat: verification evidence engine and Greptile fixes for #264: contact_verification_evidence ledger (migration 000111) fed by clean deliveries, human opens, clicks, replies and recipient-naming bounces from the send, tracking, reply and bounce paths, a decaying score that lets real mail outrank a probe and a newer bounce outrank older engagement, verification_confidence on every contact with a reasons list and animated Deliverability card in the contact drawer, per-organization probe breakers, undeliverable counts that ignore finished leads, tighter wiring comments, and docs
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2026-08-29 23:49:33 -07:00 |
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Matthew Meszaros
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15dface385
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feat: add the Add to segment and Remove from segment action nodes to the campaign sequence canvas with a segment picker
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2026-08-29 23:45:06 -07:00 |
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Matthew Meszaros
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d831aba034
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feat: add segment_ids to the dashboard contact search model and route segment audit events and contact changes to the segments queries on the realtime spine
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2026-08-29 23:45:05 -07:00 |
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Matthew Meszaros
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960f42b846
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feat: add the dashboard segment model, API client and react-query hooks for segments, fields, preview, overrides, member modes, contact-side membership and campaign enrolment
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2026-08-29 23:45:05 -07:00 |
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Matthew Meszaros
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a02ff7c936
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feat: address verification overhaul for #264: MillionVerifier as a pay-as-you-go integration plugin with org-sealed key and automatic fallback to the built-in check, built-in prober gains domain cache, Microsoft/Yahoo fingerprinting, MX fallback, disposable/role sub-statuses and a self-check breaker, imports and POST /contacts accept verification results in any known provider vocabulary with auto-detected columns, verdict provenance and expiry columns (migration 000110), campaigns park at paused_undeliverable with re-verify/send-anyway instead of finishing, POST/GET /contacts/verification bulk actions and overview, launch gate override via acknowledge_list_risk, animated verification marks, banner and settings card in the dashboard, and docs
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2026-08-29 23:11:22 -07:00 |
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Matthew Meszaros
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2a831e9783
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feat: let a linked self-hosted instance sign Google and Microsoft mailboxes in through Warmbly Cloud's own OAuth apps and send with cloud-brokered access tokens: the cloud runs the consent (pool_link_mailboxes.managed, brokered state in Redis, the existing /addresses/*/callback completes it and redirects to the instance's /cloud-oauth/done), keeps the refresh grant, mints short-lived tokens at /pool-link/instance/mailboxes/:id/token and refuses them for revoked links, removed, inactive or blocked mailboxes; the instance mirrors such mailboxes without a credential (cloud_link_mailboxes.managed), ships them to the worker as brokered so goog/msgraph init on a token source that pulls from /api/v1/internal/cloud-link/token/:id, lets the consumer ignore cloud warmup tokens for enrolled mailboxes, and can adopt mailboxes connected directly on the workspace; Add account shows the cloud path and the adoptable list, and the Warmbly Cloud guide documents the model
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2026-08-29 09:50:52 -07:00 |
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Matthew Meszaros
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d621d9b79b
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feat: sign a new account in as part of registration: createAccount returns the user, both the verification-free and the code-confirm paths mint a session through finishLoginAs (2FA challenge included), /auth/register/confirm answers with that session instead of 204, and the dashboard drops into the workspace right after signing up instead of bouncing to the sign-in form
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2026-08-29 08:41:34 -07:00 |
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Matthew Meszaros
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b75fdcf86c
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Merge remote-tracking branch 'origin/main' into feature/self-hosted-warmup-pool-access
# Conflicts:
# internal/scheduler/warmup_scheduler.go
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2026-08-29 07:10:38 -07:00 |
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