 Matthew Meszaros
|
93b64e2afa
|
feat: add shared run time listing and arg resolving for ai agents
|
2026-07-21 17:35:11 +02:00 |
|
|
Matthew Meszaros
|
8055c2f05f
|
Merge remote-tracking branch 'origin/main' into self-host/local-stack
# Conflicts:
# cmd/backend/main.go
|
2026-07-20 11:53:21 +02:00 |
|
|
Matthew Meszaros
|
543d97f6f3
|
feat: wire the no-cloud providers into the consumer and worker
|
2026-07-20 09:56:29 +02:00 |
|
|
Matthew Meszaros
|
ed51b081e6
|
feat: wire the no-cloud providers and billing-off into the backend
|
2026-07-20 09:56:29 +02:00 |
|
|
Matthew Meszaros
|
a534ef1908
|
feat: notification email channel becomes digest-first: email-channel notifications queue as pending rows (migration 000076 adds group_key/email_state/email_due_at/email_attempts) with a due time from a new per-user email_digest cadence (instant/smart 15m/hourly/daily, security sign-ins always immediate), a 30s flush loop with SKIP LOCKED claims bundles a user's pending rows into one digest email and coalesces org-shared group_key events into a single email with every recipient in To, reading a notification in-app cancels its pending email, and NotifyOrg targets only members holding a permission (Slack fires once per group) with new producers: dead-worker downtime to manage_emails members (SetNX-deduped per incident), trial expiry to manage_billing members via new billing_alert category (replacing the direct owner email), and invitation accepts to manage_team members via new team_activity category
|
2026-07-20 07:16:25 +02:00 |
|
|
Matthew Meszaros
|
f7a1027367
|
feat: add workspace-shared assistant history: a manage_settings toggle on the organization (assistant_shared_history, off by default) makes every conversation visible to and continuable by every member with the use-AI permission — the service resolves a session to its owner's rows so open/continue/approve/delete all work cross-member while credits still charge the acting member, the org-wide listing joins owner names for attribution in the history rail, the workspace settings page gains the AI assistant section with the toggle and an explicit exposure warning, and the assistant guide's access and privacy sections describe both modes
|
2026-07-19 13:22:56 +02:00 |
|
|
Matthew Meszaros
|
cf58c6d1d2
|
feat: add the compose backend: POST /unibox/compose sends a brand-new outbound email with org-wide recipient suppression enforced and optional auto mailbox selection, GET /unibox/compose/candidates scores every active mailbox for a recipient (conversation affinity from unibox history plus queued email tasks, remaining daily budget from daily_email_counts, domain-auth health) with human-readable reasons, a recommended pick, contact resolution, and suppression state
|
2026-07-19 07:27:23 +02:00 |
|
|
Matthew Meszaros
|
c03cf37716
|
feat: seed the dev org as a mid-flight workspace: new internal/seed dev_org.go + dev_history.go give dev@warmbly.com 4 warmed premium-pool mailboxes, folders/tags/categories with real bindings (email_tags, campaign_folders, contact_categories, unibox thread labels), ~30 contacts with suppression states, an active 3-step campaign with 24 leads on a deterministic funnel and NOW()-relative sends including today, 14d campaign/warmup/daily stats rollups, a 13-message unified inbox that always resolves a dev-org sending mailbox, CRM pipeline with deals/tasks/notes/activity, reply templates, notifications, AI credit ledger history, and idempotent campaign logs
|
2026-07-18 12:00:24 +02:00 |
|
|
Matthew Meszaros
|
163d3057de
|
feat: add web-search and extended-thinking capabilities to the campaign switch AI decider — a per-step web lookup about the contact's company (query derived from contact fields only, results fenced as untrusted, +1 credit charged only when results land, wired through a new tasks SetAISearch) and a thinking toggle that routes to the stronger model tier with a 2048-token budget priced through usage metering, with editor toggles under Capabilities and sequences/ai-credits docs
|
2026-07-18 08:42:08 +02:00 |
|
|
Matthew Meszaros
|
053ca6a71d
|
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
|
2026-07-18 08:39:41 +02:00 |
|
|
Matthew Meszaros
|
273dd7ce33
|
feat: merge main (deliverability auth-state sweep, watch-band cold throttle, research roadmap) plus the 000067 email-auth-state migration renumber into the campaign AI step branch
|
2026-07-17 18:29:06 +02:00 |
|
|
Matthew Meszaros
|
d18c5ebe4a
|
feat: execute campaign AI steps in the scheduler path — one metered completion per contact (SetAI-wired provider + credits with per-step idempotency and refund-on-failure) that labels progress, fills contact custom fields which feed the chosen actions' templates, runs AI-picked pre-configured actions with per-decision campaign logging and tag/label choice resolution, grounds decisions in campaign history and the newest inbound reply via LatestInboundFromContact, and hands instant chains back to the scheduler at AI nodes
|
2026-07-17 16:26:23 +00:00 |
|
|
Matthew Meszaros
|
cd5e1e9cf7
|
Merge pull request #72 from warmbly/research/warmup-abuse-cold-effectiveness
feat: deliverability research + observe-only SPF/DKIM/DMARC auth state and watch-band cold throttle
|
2026-07-17 05:29:58 +02:00 |
|
|
Matthew Meszaros
|
d0e8bc1c97
|
feat: add one-command MCP OAuth connect on api.warmbly.com/v1/mcp — RFC 7591 dynamic client registration for public PKCE clients (dcr.go), RFC 9728 protected-resource metadata + WWW-Authenticate challenge via MCPAuthMiddleware, /v1/mcp now accepts an API key or OAuth token, public-client auth with no secret and mandatory PKCE reusing the existing OAuth 2.1 server (nullable-org clients, migration 000066), executable-redirect-scheme hardening on the open register endpoint, plus mcp/oauth/authentication/endpoints docs
|
2026-07-16 08:57:19 +02:00 |
|
|
Matthew Meszaros
|
29e3bb3a64
|
feat: drop the legacy OPENAI_*/ANTHROPIC_API_KEY/AI_LOCAL_MODEL env fallbacks (no prod deployments exist): AI_PROVIDER/AI_API_KEY/AI_MODEL/AI_BASE_URL/AI_FREE are the only AI vars, empty provider means openai, the anthropic preset and writing client key off AI_API_KEY, and the warmup Batch generator runs only when the selected provider is OpenAI
|
2026-07-16 06:39:06 +02:00 |
|
|
Matthew Meszaros
|
917451b105
|
feat: select the AI provider via AI_PROVIDER + AI_* vars in the backend and consumer (legacy OPENAI_*/ANTHROPIC_API_KEY still honored as fallbacks), logging a clear message when the provider is misconfigured
|
2026-07-16 06:14:19 +02:00 |
|
|
Matthew Meszaros
|
d94bd70f88
|
feat: wire AI_LOCAL_MODEL into the backend and consumer provider config and pass the agent voice preamble into the dashboard agent service
|
2026-07-15 18:51:51 +02:00 |
|
|
Matthew Meszaros
|
78ff73e45c
|
feat: ground inbox-agent reply drafts in the counterpart contact's CRM record - the inbox agent now folds the replying contact's name, company, and known custom fields into the draft prompt (mirroring the manual unibox reply draft) via an optional ContactReader wired from repository.ContactRepository in both the backend and consumer, best-effort so a lookup miss just drops the grounding, so suggested replies reference what Warmbly already knows about the person
|
2026-07-14 07:29:56 +02:00 |
|
|
Matthew Meszaros
|
56de65380b
|
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)
|
2026-07-14 06:13:27 +02:00 |
|
|
Matthew Meszaros
|
a067bf5922
|
feat: AI action nodes in automations - ai_classify/ai_extract/ai_generate run one generation.Provider completion per node over the event data and merge the result back as a variable (ai_class, output_keys[], ai_text) so downstream conditions branch on it, charging 1 credit per node with a run_id+node_id idempotency key, refund on provider failure, out-of-credits fails only that node while the run continues, and a per-automation ai_credit_failures counter (migration 000064) auto-pauses a flow after 20 consecutive credit misses; classify/extract run deterministic (temperature 0), dry-run executes AI nodes for real and is charged but never touches the auto-pause lifecycle, provider + credit ledger wired into both backend and consumer integration services, plus the reply-classifier Layer 3 ported off its bespoke OpenAI client onto the platform provider via an injected ModelClassifyFunc (platform-paid, deterministic), a CompletionRequest.Temperature primitive threaded through the OpenAI and Anthropic providers, the flow builder palette/config panels/validation for the three AI steps, and a new AI-steps-in-automations guide
|
2026-07-14 05:30:55 +02:00 |
|
|
Matthew Meszaros
|
2aec6745fa
|
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
|
2026-07-13 20:05:24 +02:00 |
|
|
Matthew Meszaros
|
a2f50b6572
|
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
|
2026-07-13 19:46:25 +02:00 |
|
|
Matthew Meszaros
|
f48d51bf16
|
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
|
2026-07-13 19:34:11 +02:00 |
|
|
Matthew Meszaros
|
7f425c1624
|
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
|
2026-07-13 18:46:43 +02:00 |
|
|
Matthew Meszaros
|
6ad2f13a39
|
feat: shared AI tool registry (internal/app/aitools) that runs 16 permission-gated tools as the invoking user over existing service-layer calls - Registry+Invocation enforce org-permission bits (JWT) or API-key bits per tool, ToolDefs binds handlers into the provider agent loop and Call powers direct MCP invocation; tools cover contacts (search/get/update/add_tag/remove_tag), CRM (create_task/create_deal), campaigns (list/stats/create_campaign_draft), unibox (list_threads/get_thread/draft_reply, gated on CanUseUnibox, draft never sends), create_automation_draft (disabled), and web search_web + fetch_url (webhook SSRF validator + safehttp dial-block + 2MB cap + html-to-text + 15min Redis cache + rune-safe truncation); every write audits via AuditService.LogAction so the spine refreshes teammates, registry built once in main and exposed on the handler for M3/M8
|
2026-07-13 18:15:58 +02:00 |
|
|
Matthew Meszaros
|
e07c33d3cd
|
feat: provider-agnostic LLM agent-loop layer (OpenAI-first, Anthropic self-host connector) with RunAgent tool-use loop, approval/resume contract, pluggable web search, and extracted voice-rules builder - generation.Provider.RunAgent executes Go tool handlers over a resumable transcript with a read-auto/write-approve gate, openAIProvider drives it via a lean HTTP client retargetable with OPENAI_BASE_URL for any OpenAI-compatible endpoint and also serves the writing assistant, anthropicProvider mirrors it with tool_use/tool_result multi-turn plus hosted web_search, NewProvider prefers OPENAI_API_KEY, SearchClient supports Serper/SearXNG with a clean not-configured error, and BuildVoiceRules extracts the humanizer prompt for reuse; refreshed stale model ids to sonnet-4-6 and haiku-4-5
|
2026-07-13 17:52:09 +02:00 |
|
|
Matthew Meszaros
|
5d6ed2a068
|
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
|
2026-07-13 17:40:20 +02:00 |
|
|
Matthew Meszaros
|
b9a99f91a9
|
Merge pull request #67 from warmbly/feature/ios-realtime-steps-preview
iOS realtime parity, richer sequence preview, and mobile push notifications
|
2026-07-13 16:15:18 +02:00 |
|
|
Matthew Meszaros
|
d6b7885e8b
|
feat: mobile push notifications end to end - APNs provider-token client, device_tokens table with session-scoped register/delete endpoints, a push channel in notification preferences (web + iOS toggles), and Redis-backed immediate-then-digest batching (first event pushes now, bursts summarize when the 5h window closes) wired in backend and consumer, with iOS registration/badge sync and docs for the channel, endpoints, and APNS_* deploy env
|
2026-07-13 16:11:15 +02:00 |
|
|
Matthew Meszaros
|
262d25779c
|
feat: realtime admin dashboard + diagnosability - new Elixir admin:platform channel (JWT-only, gated on users.admin_permissions) mirrors every platform event, the admin app connects through a /getaway-tokenized Phoenix socket client with a throttled react-query invalidation spine, a Live Events firehose page streams the platform with filters/pause/JSON expand, a System Status page runs parallel infra probes (postgres/redis/kafka/schema-registry/realtime/tracking via /admin/system/status), and the worker logs viewer gains follow mode, line-count selection, and copy
|
2026-07-12 09:00:10 +02:00 |
|
|
Matthew Meszaros
|
48ec53d781
|
feat: add the sandbox seeder and simulator (cmd/sandbox, internal/sandbox) - seeds the Sunrise Labs showcase org (paid plan, six live mailboxes with sealed mailpit/dovecot credentials, active tracked campaigns, pre-verified contacts, warmup pool membership) and repairs every fixture smtp_imap account and .test contact; the simulator plays the internet by polling mailpit, appending mail into dovecot inboxes for the real IMAP sync to pick up, hitting tracking pixels and click tickets, and replying as hash-stable contact personas with correct In-Reply-To threading
|
2026-07-11 17:31:42 +02:00 |
|
|
Matthew Meszaros
|
6bc2073379
|
feat: honor CODEC_PROVIDER=json across backend and consumer (previously worker-only) and round-trip untyped event bodies into their typed payloads in both dispatchers - the worker command/result envelopes carry any-typed bodies that Avro cannot serialize, so worker messaging only works on the JSON codec; also wires the credentials encrypter into both mains
|
2026-07-11 17:31:02 +02:00 |
|
|
Matthew Meszaros
|
a20ba926cb
|
feat: add native Apple/Google sign-in to the backend - POST /auth/apple and /auth/google exchange provider-signed ID tokens for sessions, GET /auth/providers exposes configured providers for app discovery, with a JWKS-verifying idtoken package, auth config, stable error codes, and API/security docs
|
2026-07-07 05:56:35 +02:00 |
|
|
Matthew Meszaros
|
cb13c65d5d
|
feat: load active mailboxes onto their assigned workers via a backend reconciler and immediately on onboarding, decrypting each account's credentials into the AddWorkerEmail payload, fixing gmail/outlook/smtp accounts that were assigned but never loaded
|
2026-07-04 08:07:49 +02:00 |
|
|
Matthew Meszaros
|
52c5f224fa
|
feat: rebuild the provider oauth2 config locally on the worker so delegated mailbox tokens refresh, and ship BOX_ google/outlook client credentials to provisioned workers through the orchestrator env
|
2026-07-04 08:07:49 +02:00 |
|
|
Matthew Meszaros
|
eb0a5654fd
|
feat: persist the opaque per-folder Graph delta cursor in a new email_delta_links table via a repository and a GRAPH_DELTA_UPDATE consumer handler wired into the consumer service
|
2026-07-04 08:07:49 +02:00 |
|
|
Matthew Meszaros
|
ffe823cfa8
|
feat: persist and surface per-mailbox SPF/DKIM/DMARC authentication state via an hourly observe-only consumer sweep, threaded through the mailbox list/detail API and documented in the deliverability guide and mailboxes API reference
|
2026-07-01 02:32:23 +00:00 |
|
|
Matthew Meszaros
|
f49816a7b1
|
feat: construct and bidirectionally wire the referral service into the backend bootstrap
|
2026-06-28 05:09:50 +00:00 |
|
|
Matthew Meszaros
|
c5dfa5e4e7
|
feat: remove the HTTP-request action from campaign steps and automations in favor of signed webhooks, keep fire_event for custom payloads, and drop the now-unused outbound quota plumbing
|
2026-06-15 08:11:35 +02:00 |
|
|
Matthew Meszaros
|
660d717456
|
feat: register the webhook and oauth-app-webhook routes and wire the delivery worker, audit-to-webhook bridge, and app domain resolver into the backend
|
2026-06-15 08:11:20 +02:00 |
|
|
Matthew Meszaros
|
8c175d4221
|
feat: add an OAuth 2.1 authorization server (migration 000047 apps/codes/grants, app registration CRUD, authorization-code-with-PKCE authorize+token+refresh-rotation+revoke endpoints, RFC 8414 discovery, bearer-token validation wired into the auth middleware reusing the API-permission gates, scopes mapped to API permission bits)
|
2026-06-13 13:56:39 +02:00 |
|
|
Matthew Meszaros
|
20935ef061
|
feat: add a nil-safe per-org daily outbound-action quota (Redis daily counter, anti-abuse ceiling on the HTTP-request automation node, wired in both backend and consumer, fail-open) to bound webhook relay abuse
|
2026-06-13 13:41:20 +02:00 |
|
|
Matthew Meszaros
|
7901e9a92c
|
feat: wire the Pub/Sub realtime provisioning, the instant-branch automation runner, and the campaign-chain reconciler into the backend and consumer binaries
|
2026-06-13 06:27:06 +02:00 |
|
|
Matthew Meszaros
|
ba89a932cd
|
feat: run the label_email action on reply — campaign instant and scheduled paths via advanced LabelThread/LabelLatestThreadForContact, automations via execNativeAction reading thread_id and _user_id from the reply payload — and move the native-actions adapter to a shared package wired into the consumer too so reply/bounce/warmup automation actions stop silently failing
|
2026-06-12 16:44:16 +02:00 |
|
|
Matthew Meszaros
|
ba3ab98e1e
|
feat: bridge realtime events over Redis pub/sub when Google Pub/Sub is unconfigured (RedisBus publisher in backend/consumer plus Realtime.Redis.EventSubscriber and a shared EventBroadcaster) so dashboard live updates and presence-driven collaboration actually fire in local dev
|
2026-06-12 04:49:58 +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
|
8732805934
|
feat: replace signed click redirects with server-side link tickets (tracked_links store, internal resolver API, opaque /c/<id> URLs, layered anti-probe caches with miss budget and circuit breaker) removing TRACKING_LINK_SECRET entirely
|
2026-06-11 09:30:21 +02:00 |
|
|
Matthew Meszaros
|
2c5e8b2cbd
|
feat: make TRACKING_LINK_SECRET a required boot-time secret on backend and tracking service with no unsigned mode and no rotation grace, so rotating the key revokes old links immediately
|
2026-06-11 09:00:04 +02:00 |
|
|
Matthew Meszaros
|
abdfd05c34
|
feat: org-scope realtime events (inbox, campaign, tracking, account health) and emit EMAIL_SENT/EMAIL_REPLIED/EMAIL_DELETED pulses so the whole team's dashboard updates live
|
2026-06-11 07:43:57 +02:00 |
|