Commit Graph

130 Commits

Author SHA1 Message Date
Matthew Meszaros a7a43e0c4c feat: rename the campaign sequences resource to steps across the API and URL (/campaigns/:id/steps), the JSON fields (target_step_id, step_id/step_name/step_index, analytics steps[], create body steps), the web client/models/route segment/labels, the audit step entity type, and the wire-contract docs; internal Go type names and the Kafka avro schema stay 2026-06-12 09:38:11 +02:00
Matthew Meszaros 0fd3d03f55 feat: add org-wide team presence privacy columns (presence_show_online, presence_show_activity) with update plumbing and a PRESENCE_POLICY_UPDATED realtime event so a settings change re-gates connected sockets live 2026-06-12 05:59:01 +02:00
Matthew Meszaros 8547fe97eb feat: scope unibox MarkSeenBulk by organization so a non-owner member opening a thread clears the shared org-wide unread state instead of updating zero rows 2026-06-12 05:14:50 +02:00
Matthew Meszaros 4db027a342 feat: scope unibox GetByThread by organization instead of user_id so non-owner members see the full conversation they already see in the org-scoped inbox list, not an empty thread 2026-06-12 05:10:00 +02:00
Matthew Meszaros 6a3b8ac0eb fix: scope the unibox unread-count endpoint by organization_id so the sidebar Inbox badge counts the workspace's unread mail instead of always showing 0 for non-owner members 2026-06-11 18:05:18 +02:00
Matthew Meszaros 594c696bf6 fix: scope the unibox inbox list and overview by organization_id (via the workspace's email accounts) instead of the logged-in user_id, so every member sees the org's incoming mail; per-user thread labels and snoozes stay personal 2026-06-11 17:57:52 +02:00
Matthew Meszaros 21032a8fce fix: scope the contacts list by organization_id instead of user_id so all members see the workspace's contacts (and per-contact campaign badges); categories badge still user-scoped pending an organization_id column on categories 2026-06-11 17:52:36 +02:00
Matthew Meszaros 88e241d536 fix: scope the analytics dashboard (overall stats, recent activity, top campaigns, daily trend, account health) by organization_id instead of user_id, so every workspace member sees the org's analytics rather than an empty dashboard 2026-06-11 17:49:39 +02:00
Matthew Meszaros a21dc57e07 fix: scope campaign list/detail/count queries by organization_id instead of user_id, so all workspace members see the org's campaigns rather than only the creator 2026-06-11 17:47:04 +02:00
Matthew Meszaros 6ae5e52c4e fix: scope email-account list/detail queries by organization_id instead of the logged-in user_id, so every member of a workspace sees the org's mailboxes (not just the owner who connected them) 2026-06-11 17:43:56 +02:00
Matthew Meszaros 3c040649c0 fix: changing your password now revokes every other session (keeping the current device), matching the security promise in the sign-in alert and docs 2026-06-11 12:39:24 +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 39a9752d63 feat: real tokenized invite-accept link — public /invite landing page with safe preview (org, inviter, roles), accept-by-token plus the previously-broken accept-by-invitation-id, public preview + admin copy-link endpoints, login next-param redirect, and a Copy button that yields a working /invite?token link 2026-06-11 11:57:45 +02:00
Matthew Meszaros 19f66507b4 feat: fix multi-role review findings — atomic member+roles insert on invite accept (no partial-failure stranding), gate role deletion on the actor holding the role's permissions (blocks team-managers de-privileging admins), and hydrate+chip pending-invitation role sets 2026-06-11 11:32:57 +02:00
Matthew Meszaros 3473d09bcc feat: fix review findings in the roles redesign — GetMembers role_id column (members endpoint 500), TransferOwnership role_id hygiene, accept-time role re-resolution, race-free in-use delete guard covering invitations, assignment anti-escalation with self-role-change block, canManage-gated members UI, colored RolePills, fresh currentOrganization on refetch, dev JWT_SECRET wiring for make realtime, docs corrections 2026-06-11 10:45:21 +02:00
Matthew Meszaros edd4524007 feat: custom organization roles backend (organization_roles table with write-through member propagation, CRUD endpoints with anti-escalation and in-use guards, custom-role invites and assignment via role_id, audited as role entity) 2026-06-11 09:39:52 +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 fe96eff7b4 feat: audit-log coverage for teams, automations (typed entity), lead-sync sources, and manual meetings so the org activity trail and its realtime spine see every mutation 2026-06-11 07:47:29 +02:00
Matthew Meszaros a6acb97dea feat: key the worker-facing internal DEK endpoint by organization
The /api/v1/internal/dek route parameter is now :orgID to match the
org-scoped encryptedkeys store. Workers fetch the organization DEK for
the account they are operating on instead of a user DEK.
2026-06-10 17:16:07 +02:00
Matthew Meszaros 5954ac53c2 feat: add automation execution safeguards
Support chained automation execution from native actions, guard automation recursion depth, carry idempotency context through campaign-launched automations, allow team task assignment in backend action execution, and reject deletes while campaign steps still reference an automation.
2026-06-09 10:56:56 +02:00
Matthew Meszaros b2c5117eca feat: preview campaign templates
Adds the shared template helper function map, send-path spintax expansion, server-side template preview validation, and the campaign template preview endpoint.
2026-06-08 15:04:53 +02:00
Matthew Meszaros 4013b33008 feat: expose security notification APIs
Wires notification and two-factor services into the backend and consumer, adds the authenticated notification feed/preferences endpoints, and exposes the public 2FA login verification endpoint.
2026-06-08 15:04:47 +02:00
Matthew Meszaros 5f7ac801ba feat: execute automation graphs 2026-06-08 12:03:11 +02:00
Matthew Meszaros b28fc9e957 feat: expose automation APIs 2026-06-08 06:55:11 +02:00
Matthew Meszaros e6b2f233a1 feat: expand integration and meeting APIs 2026-06-08 06:25:40 +02:00
Matthew Meszaros 8773b7f7f3 feat: push contacts to integrations 2026-06-07 20:30:52 +02:00
Matthew Meszaros 051ae73fd2 feat: resolve named sender contacts 2026-06-07 07:54:02 +02:00
Matthew Meszaros 5f3940602f feat: add CRM task search summaries 2026-06-07 07:04:16 +02:00
Matthew Meszaros 62da3c3e3d feat: add organization teams API 2026-06-07 07:03:49 +02:00
Matthew Meszaros f4c738de06 feat: add customizable CRM task types 2026-06-07 06:18:01 +02:00
Matthew Meszaros 625b10a5c8 feat: add contact email lookup endpoint 2026-06-07 06:17:24 +02:00
Matthew Meszaros 0ac0ba80ca Merge remote-tracking branch 'origin/main' into feature/crm-system 2026-06-06 19:42:26 +02:00
Matthew Meszaros 050d09c961 feat: add cross-pipeline deals search surface
Replace the client-side, 100-row-capped deals board as the default view
with a server-driven cross-pipeline table so totals stop lying at scale.

- POST /crm/deals/search: faceted filter body (query, status, pipeline,
  stage, owner, campaign, value range, close-date range), whitelisted
  sort, offset pagination, and Contact/Stage/campaign hydrated via JOIN.
- POST /crm/deals/summary: COUNT + SUM(value) per status and per stage
  over the same filter, with a mixed-currency guard, so header and board
  column totals are true server aggregates.
- DealsTable: cross-pipeline default view (infinite scroll, server
  filters/sort, honest summary stats) with a Table|Board toggle; the
  kanban stays as the single-pipeline working view.
- Deal attribution: campaign_id + source_mailbox_id columns + indexes
  (migration 000022) as groundwork for revenue lineage.
2026-06-06 19:42:20 +02:00
Matthew Meszaros 86d7d1f7d3 feat: expose unibox thread label api
Add read and replace endpoints for conversation labels, wire service methods, and route sender/category filtering through the thread-collapsed search path.
2026-06-06 19:37:19 +02:00
Matthew Meszaros da82993846 feat: add campaign workflow backend support
Add sequence action-node storage and execution, template conditional rendering, lead progress state, profile updates, webhook fan-out throttling, and supporting repository fixes.
2026-06-06 07:49:52 +02:00
Matthew Meszaros 49f1b28bd1 feat: add campaign lead order api
Wire campaign lead ordering through handlers, service methods, and campaign routes.
2026-06-05 15:44:26 +02:00
Matthew Meszaros e92ec7c661 feat: add ai writing credit backend
Add an organization credit ledger with idempotent consumption, plan credit grants, Anthropic/OpenAI writing providers, and a gated generation endpoint for campaign writing assistance.
2026-06-05 06:03:32 +02:00
Matthew Meszaros 3c440a9f0c feat: add campaign attachment endpoints
Persist campaign attachment metadata, enforce attachment storage quotas, and expose list, upload, and delete routes backed by object storage.
2026-06-05 06:03:13 +02:00
Matthew Meszaros d6f055da19 feat: add lead sync backend 2026-06-04 11:49:55 +02:00
Matthew Meszaros e1e02c5c18 feat: add campaign send controls backend 2026-06-04 08:53:23 +02:00
Matthew Meszaros 1afe453eb0 feat: add deliverability controls
Add seed inbox-placement testing with admin management, placement result polling, and seed mailbox persistence.

Add pre-send email verification, invalid-recipient skipping, warmup-health campaign gating, and RFC 8058 one-click unsubscribe headers/endpoints.
2026-06-03 16:47:53 +02:00
Matthew Meszaros 2009780beb feat: add warmup batch generation
Add OpenAI Batch API support for warmup content generation, including job metadata, polling, cancellation, and completed-batch ingestion.

Share the generation prompt between sync and batch modes and humanize/lint generated threads before storing them in the warmup content library.
2026-06-03 11:14:33 +02:00
Matthew Meszaros 24422ed427 feat: add campaign template scoring
Add an advisory content score endpoint that reuses warmup linting heuristics for campaign templates.

Surface the score in the sequence editor so users can check subject and body deliverability before sending.
2026-06-03 06:27:07 +02:00
Matthew Meszaros e81f6d54cf feat: add mailbox deliverability checks
Add an email auth-check endpoint and dashboard panel for SPF, DKIM, and DMARC validation.

Expose warmup content segment editing on mailboxes so segment-aware warmup content can be selected intentionally.
2026-06-03 06:26:23 +02:00
Matthew Meszaros 15ef9d4994 feat: add warmup content controls
Add warmup content generation and admin review surfaces, plus mailbox warmup appeal/status APIs.

Track warmup engagement and tampering signals so unsafe mailboxes can be handled by the warmup flow.
2026-06-03 05:05:53 +02:00
Matthew Meszaros eac99628bb feat: enforce worker pool assignment safety
Reserve dedicated worker allocation for the control plane, auto-promote spare capacity when needed, and keep risky or quarantined mailboxes off clean shared workers.
2026-06-02 16:38:49 +02:00
Matthew Meszaros bc435747ea feat: expand admin management queries
Add richer backend models, handlers, services, and repository queries for admin campaigns, discounts, outreach, organizations, limit requests, and provisioning surfaces.
2026-06-02 15:54:29 +02:00
Matthew Meszaros 2430095197 feat: move infrastructure state off dynamodb
Remove DynamoDB-backed storage paths, add Postgres/HTTP repositories for mailbox state maps, wire the internal message-map API, and add provisioning runner/migration plumbing.
2026-06-02 15:54:12 +02:00
Matthew Meszaros 3837cd3898 feat: bound auth login network waits
Add request and mail-delivery timeouts around auth flows so login requests cannot hang indefinitely when notification delivery stalls.

Allow the local admin dev origin through default CORS and update context-aware lint fixes so the repository lint gate passes.
2026-06-01 16:56:24 +02:00
Matthew Meszaros 559d05a458 feat: use dot-separated event-bus topic names for Kafka compatibility 2026-06-01 12:49:24 +02:00