 Matthew Meszaros
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c53225e6f3
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feat: undo send in the dashboard: instant compose and reply sends feed a new outbox store and an amber header pill counting down to the server scheduled_at with inline Cancel plus a portaled dropdown listing every pending send with per-row cancel, cancelling a compose reopens the docked composer from a full draft seed and cancelling a reply navigates to the thread and reopens the reply composer prefilled via a restore handoff, 404 collapses to Already sent, and the profile settings page gains an autosaved Undo window NumberInput (5-120s) wired to PUT /auth/me/send-preferences patching the cached /auth/me user
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2026-07-19 18:56:55 +02:00 |
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Matthew Meszaros
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5fae462bb2
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feat: bulk tag mailboxes from the list's selection bar: a Tags popover with an Add/Remove segmented toggle, tag search, checkbox rows with colored dots, an inline Create-tag row (POSTs /tags cycling the editor's palette and updates the profile cache), and an apply button that hits the new PATCH /emails/tags bulk endpoint, invalidates the emails queries, and keeps the row selection for chaining
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2026-07-19 16:13:58 +02:00 |
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Matthew Meszaros
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68e3ca6b6b
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feat: extend the per-member AI limit to all three windows: member_limit_daily and member_limit_weekly join the monthly ceiling on org_ai_settings, MemberSpentInWindows sums the acting member's debits per window in one query, checkSpendLimits enforces day/week/month member ceilings with window-specific 429 messages, and the billing card's Per-member limits row grows the same three fields as the workspace caps
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2026-07-19 13:22:56 +02:00 |
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Matthew Meszaros
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458234cd5d
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feat: add clear-all assistant history: DELETE /ai/sessions wipes every conversation the member owns in the workspace (transcripts cascade, count returned, audited as an ai_session delete with clear_history metadata), the history rail gains a Clear history footer action behind the in-app confirm that also closes all session-backed tabs, and the assistant guide documents access gating, per-member limits, privacy, and both delete paths
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2026-07-19 11:05:18 +02:00 |
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Matthew Meszaros
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f4014b8b73
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feat: add a per-member monthly AI credit limit to the org spend controls: new member_limit_monthly on org_ai_settings flows through the settings repo, PATCH endpoint, and billing UI (its own Per-member limit field on the AI usage card), and checkSpendLimits enforces it by summing the acting member's debits this calendar month via the ledger's actor attribution (new MemberSpentSince query on the partial index from migration 000073), returning a 429-mapped member-limit error while unattributed scheduled work stays exempt
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2026-07-19 11:05:18 +02:00 |
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Matthew Meszaros
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bacbf5552f
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feat: upgrade the assistant's full-screen history rail: conversations group under Today/Yesterday/This week/Earlier sections, a search field filters them by title, each row gets a hover (always-visible on touch) delete action behind the in-app confirm that also closes the conversation's open tab and invalidates the list, the New chat button shows its Alt+N kbd chip, and the guide documents deletion and search
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2026-07-19 10:50:33 +02:00 |
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Matthew Meszaros
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6f8db3ae05
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feat: de-template the cold-email humanizer (drop the quotable example asks and subject that models parroted verbatim, add a VARIATION section mandating a fresh skeleton per email and capping punchy standalone lines at one) and add compose drafts: autosaved per-user working copies (client-generated ids, idempotent PUT on a 1.2s debounce, migration 000072) with Saving/Saved in the window header, close-keeps-draft instead of the discard confirm, delete on send or when emptied, and a Drafts list under the rail Compose button to resume or delete, documented in the guide and endpoints scope map
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2026-07-19 08:52:56 +02:00 |
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Matthew Meszaros
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6ce5ebe900
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feat: make compose AI drafting grounded and agentic: POST /unibox/compose/draft assembles the recipient's contact 360, the full correspondence history with the address, and the org voice profile into the prompt (2-credit minimum, reason compose_draft, usage settle, refund on provider failure), and when the purpose is genuinely unknowable the model returns a clarifying question instead of inventing a pitch; the draft bar gains a question phase (answer inline and it writes), the review card reports exactly what the draft was grounded in, and the composer nudges to Settings > Workspace with a link when no voice profile is set; docs cover the endpoint, credits row, and guide behavior
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2026-07-19 08:37:39 +02:00 |
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Matthew Meszaros
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44bfe7840f
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feat: add the compose web API layer (candidates + send clients, hooks with unibox invalidation, address/direction params on unibox search), a global useComposeStore zustand store so any surface can open the composer, and configurable draft row label/cost on TextareaAICaret so compose can say Draft this email with AI instead of the reply wording
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2026-07-19 07:38:48 +02:00 |
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Matthew Meszaros
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1823f03a80
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feat: live usage-based credit feedback — every fresh debit publishes BILLING_CREDITS_CHANGED through the creditwatch monitor so the header meter counts down in real time (AnimatedNumber tween, plus client-side invalidation on write/edit/draft success), generation responses now return the real credits_charged and tokens_used from the usage settle and every AI surface shows the true cost instead of flat labels, and the composer AI became overlay-based: the draft bar floats over the body instead of pushing layout, a sky sheen sweeps the input while the model writes, and the selection being rewritten is painted with pulsing highlight rects that grow as the rewrite types in
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2026-07-18 16:30:05 +02:00 |
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Matthew Meszaros
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5178acd874
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feat: in-composer AI writing experience — select text in the unibox reply textarea or the campaign TipTap editor and a floating Edit-with-AI pill opens quick actions (improve, shorten, expand, fix grammar, friendlier, more formal) plus free instructions backed by a new fenced /generation/edit endpoint (1 credit, idempotent, refund on failure, prompt-injection fencing around the passage), rewrites type themselves in with undo/again/done review, and Draft reply now runs through an inline draft bar with staged shimmer status and Keep/Adjust/Retry/Discard instead of a toast
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2026-07-18 11:55:37 +02:00 |
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Matthew Meszaros
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053ca6a71d
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feat: usage-based AI credit system — every AI call reserves its flat minimum then settles the real token cost per model (light 1500/standard 400 tokens per credit, drain-to-zero overage settle wired into writing assistant, reply drafts, dashboard agent, inbox agent, research, automation nodes, and campaign switches), org spend controls in a new org_ai_settings table (day/week/month hard limits enforced in Consume, low-balance alert threshold, auto top-up config), a credit-watch monitor hook that fires BILLING_CREDITS_LOW realtime alerts once per day and buys the configured pack off-session via a new Stripe AutoTopUpCredits (idempotent on the PaymentIntent, bounded per month, Redis-locked), GET /subscription/credits/usage + GET/PATCH settings endpoints, and an AI usage & spend controls billing card (spend vs limits, 30-day chart, per-feature and per-model breakdowns, limits/reminder/auto-top-up form) with a realtime low-credit toast
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2026-07-18 08:39:41 +02:00 |
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Matthew Meszaros
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684152d699
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feat: add the agent transcript client and hydrated turn and block types used to rehydrate a reopened assistant conversation
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2026-07-15 17:54:16 +02:00 |
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Matthew Meszaros
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56de65380b
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feat: inbox agent that drafts a suggested unibox reply on inbound human replies for human approve/edit/discard - paid + per-org opt-in (organizations.inbox_agent_enabled) feature where the consumer's reply hook, on a non-automated reply, detaches a goroutine (panic-contained, never blocks ingest) that checks entitlement, dedupes via ai_thread_drafts partial unique indexes (one pending per thread, unique source_message_id), pre-checks balance, grounds a reply in the thread history + org voice + skills via generation.Provider.Complete, reserves a draft row then charges 5 credits (idempotency inbox_agent:<draft.ID>, row unwound on a fresh context if the charge fails so no unpaid draft lingers), and emits an org-scoped AI_DRAFT_READY event gated on access_unibox; the agent never sends - only a human POST to /unibox/agent-drafts/:id/approve sends through the normal reply path, claiming pending->approved before send with an approved->pending revert on send failure, alongside list + discard endpoints; plus the unibox awaiting_agent_draft badge + agent_drafts search scope, an AgentDraftCard in the thread view with inline-editable approve-and-send/discard, the workspace settings opt-in toggle, CanUseInboxAgent paid gate, migration 000065, and docs (inbox-agent guide, endpoints, realtime)
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2026-07-14 06:13:27 +02:00 |
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Matthew Meszaros
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2aec6745fa
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feat: connect external MCP servers whose tools the AI assistant can use - ai_mcp_servers table with bearer tokens sealed by the org DEK cipher (never returned) and SSRF-validated https urls, a dependency-free streamable-HTTP JSON-RPC client (initialize/tools/list/tools/call over safehttp dial-time IP blocking with SSE+JSON handling and body caps), an mcp service that discovers tools on connect and contributes only enabled servers' tools to the dashboard agent as namespaced mcp_<server>_<tool> defs that are always write-class and never auto-allowed, a registry DynamicToolSource hook so per-org tools join the agent's tool set and resume executes them through ToolDefs, /ai/connections CRUD gated on manage_settings with an mcp_server audit entity and spine, a Connections settings page to add servers and review/enable discovered tools, and docs
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2026-07-13 20:05:24 +02:00 |
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Matthew Meszaros
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a2f50b6572
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feat: org AI skills (playbooks) that every AI feature loads and follows - ai_skills table (org-scoped, unique name per org, 32KB content cap) with a skills service exposing CRUD plus an enabled-skills preamble injected into the dashboard agent, contact research, and reply-draft prompts and a load_skill read-tool that returns a playbook's full content by name, /ai/skills CRUD gated on manage_settings (JWT) or the AI_AGENT scope (API) with an ai_skill audit entity and spine entry, an AI skills settings page (list rows opening a right-side drawer with name, one-line description, enable toggle, and a markdown body), and docs with two example playbooks
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2026-07-13 19:46:25 +02:00 |
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Matthew Meszaros
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f48d51bf16
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feat: AI contact research agent that gathers cited web findings per contact with sync and background-batch runs - contact_research_runs table plus a strict save_research schema (every signal and public_artifact must carry a url, confidence high/medium/low, signals<=5 hooks<=3, reject-and-reprompt once then fail), a text/template runtime prompt injecting org voice, contact record, objective, and 5-search/6-fetch budgets, a research service that drives search_web/fetch_url through the provider loop and charges 2 credits on save (billable even for nothing_found, refund-free since charged only on save, balance and abuse-cap pre-checked so a capped org never does free work), POST/GET /contacts/:id/research plus a 500-cap /contacts/research/batch draining through a bounded pool of 4 workers over FOR-UPDATE-SKIP-LOCKED claims (no new Kafka), an org-scoped AI_RESEARCH_PROGRESS realtime event gated to view_contacts, APIPermAIResearch bit 23, a ContactEdit Research tab and a ContactsTable bulk Research action, and docs; also org-scopes every credit and research idempotency key so a client-supplied Idempotency-Key can never replay across tenants
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2026-07-13 19:34:11 +02:00 |
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Matthew Meszaros
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8d208d8c41
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feat: org voice profile grounding every AI writing surface plus context-grounded unibox reply drafts - organizations gains product_description/icp_notes/voice_profile (000059) with a manage_settings workspace settings section, generation.BuildVoiceRules and BuildReplyRules fold the humanizer rules and org grounding into every prompt, WritingGenerator.GenerateWriting now takes a VoiceContext and a provider.Complete primitive powers single completions, POST /unibox/reply/draft assembles thread history plus the counterpart contact (custom fields and campaigns) plus the voice profile into a reply-tuned prompt that charges 2 credits with refund-on-failure and a client idempotency key and never sends, a Draft reply button fills the composer, and docs cover the voice profile and AI reply drafts
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2026-07-13 19:04:57 +02:00 |
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Matthew Meszaros
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7f425c1624
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feat: dashboard-wide AI assistant with streamed tool-use runs, per-action approvals, and per-iteration credits - agent_sessions/agent_messages/ai_tool_policies migration, aiagent service runs the M2 registry through the provider loop over a resumable jsonb transcript, streams text/tool-step/approval/done events over SSE, gates write tools behind approve/deny/always-allow (send always per-action) and charges 1 credit per iteration (budget 20, refund on provider failure, out-of-credits 402 insufficient_credits, cap 429 usage_cap_exceeded) with a resume-safe idempotency namespace, provider PreIteration budget hook, /ai/sessions endpoints (cursor list + two SSE runs) gated by membership with tools bound to the member's org-permission bits, APIPermAIAgent bit 22, ai_session audit entity + spine, and a right-side resizable panel (Cmd+I / sparkle button) with streamed text, collapsible tool steps, inline approval and draft-artifact deep-link cards, stop, new chat, and a credits/budget meter; tenancy enforced at the SQL layer and docs for the assistant, endpoints, permissions, and error codes
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2026-07-13 18:46:43 +02:00 |
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Matthew Meszaros
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5d6ed2a068
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feat: AI credit economy with monthly plan grants, non-expiring purchased top-ups, and Stripe billing - two-pool credit_ledger (monthly allowance reset each cycle on invoice.paid, purchased pool via checkout mode=payment fulfilled webhook-only), consume drains monthly-then-purchased, 3 fixed top-up packs, /subscription/credits balance+checkout+paginated transactions gated on manage_billing, one-time trial grant, billing credits card with balance ring and pack buttons, credit_purchase/credit_grant audit entities and spine, wired plan.monthly_credits through pg_plan reads/writes, retry-safe webhook idempotency, and an AI credits guide
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2026-07-13 17:40:20 +02:00 |
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Matthew Meszaros
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06c7a3502b
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feat: wire live cursors, live step drag, and persisted step positions seeded from x/y into the campaign sequence builder canvas
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2026-06-30 10:06:49 +02:00 |
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Matthew Meszaros
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03453cc069
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feat: wire live cursors, live card drag, and debounced drag-to-stick layout persistence into the automation builder canvas
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2026-06-30 10:06:49 +02:00 |
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Matthew Meszaros
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faad54b6a3
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feat: add a redeemed promo codes table to the web billing settings page with its client, hook, and model
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2026-06-28 05:10:04 +00:00 |
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Matthew Meszaros
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ae09a1646c
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feat: build the dashboard referral settings page with its API clients, hooks, models, and route registration in web
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2026-06-28 05:10:04 +00:00 |
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Matthew Meszaros
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38e9ca980f
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fix: correct the dashboard /auth/me avatar and password endpoints, guard self-row actions on the members page, align the steps-page permission gate with the server, harden realtime event handling, and remove the dead admin roles client
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2026-06-15 08:12:35 +02:00 |
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Matthew Meszaros
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a72addabeb
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feat: add OAuth app webhook configuration with an event picker, signing-secret reveal and rotate, per-org installs, and a cross-org delivery log
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2026-06-15 08:11:35 +02:00 |
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Matthew Meszaros
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d655ff4f59
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feat: add the webhooks settings page with delivery observability, an onboarding setup step, and the webhook API client, hooks, and models
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2026-06-15 08:11:35 +02:00 |
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Matthew Meszaros
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ab24d8bbc8
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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
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2026-06-14 09:52:49 +02:00 |
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Matthew Meszaros
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e3c49fe571
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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
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2026-06-14 09:52:49 +02:00 |
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Matthew Meszaros
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b06a11315f
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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
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2026-06-13 14:07:21 +02:00 |
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Matthew Meszaros
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aed4a06190
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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
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2026-06-13 10:47:17 +02:00 |
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Matthew Meszaros
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587eae774e
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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
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2026-06-13 07:18:23 +02:00 |
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Matthew Meszaros
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71abb12a38
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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
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2026-06-13 06:27:01 +02:00 |
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Matthew Meszaros
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a7a43e0c4c
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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
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2026-06-12 09:38:11 +02:00 |
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Matthew Meszaros
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a0221dd312
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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
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2026-06-11 18:30:53 +02:00 |
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Matthew Meszaros
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5bcc2baaa8
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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
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2026-06-11 12:30:44 +02:00 |
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Matthew Meszaros
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39a9752d63
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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
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2026-06-11 11:57:45 +02:00 |
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Matthew Meszaros
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8540f7db15
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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
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2026-06-11 11:24:19 +02:00 |
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Matthew Meszaros
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091b39f34e
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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
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2026-06-11 10:18:45 +02:00 |
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Matthew Meszaros
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0b253337fc
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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)
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2026-06-11 10:08:46 +02:00 |
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Matthew Meszaros
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63b2b046f9
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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)
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2026-06-11 09:45:23 +02:00 |
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Matthew Meszaros
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9d41619ba9
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feat: add template preview client
Adds typed frontend API access for rendering campaign templates through the server preview endpoint.
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2026-06-08 15:05:34 +02:00 |
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Matthew Meszaros
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ffc7940d37
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feat: add two factor client APIs
Adds typed frontend API helpers for 2FA status, enrollment, disable, login verification, and the login-confirm challenge response.
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2026-06-08 15:05:21 +02:00 |
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Matthew Meszaros
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55a02b6441
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feat: add notification client APIs
Adds typed frontend client calls, hooks, and models for notification preferences, feed reads, and read-state mutations.
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2026-06-08 15:05:09 +02:00 |
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Matthew Meszaros
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ce406079bc
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feat: add deliverability dashboard
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2026-06-08 12:04:08 +02:00 |
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Matthew Meszaros
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3bc8193139
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feat: show campaign ab winners
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2026-06-08 12:04:03 +02:00 |
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Matthew Meszaros
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d5032383cd
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feat: add automation graph client models
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2026-06-08 12:03:41 +02:00 |
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Matthew Meszaros
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f08464ce10
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feat: add automation api bindings
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2026-06-08 06:55:24 +02:00 |
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Matthew Meszaros
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82e753735c
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feat: add integration and meetings dashboard
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2026-06-08 06:25:44 +02:00 |
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Matthew Meszaros
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8773b7f7f3
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feat: push contacts to integrations
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2026-06-07 20:30:52 +02:00 |
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