Commit Graph
473 Commits
Author SHA1 Message Date
Matthew Meszaros ec77a3e3d2 feat: key unibox snoozes by organization as well as user and thread (migration 000259 backfills from each thread's mailbox organization), scope every snooze read and write and the org-transfer scope to it, and resolve unibox list cursors only within the caller's organization or user 2026-10-04 03:22:09 -07:00
Matthew Meszaros 9d461ad40e feat: gate advisor apply and undo on view_analytics / READ_ANALYTICS and run the fix as the caller: a member under their org permissions, or an API key or OAuth grant under its own scope mask, with a fix for a mailbox outside the key's allowlist refused 2026-10-04 03:21:58 -07:00
Matthew Meszaros e852a106a9 feat: serve every node-only internal route (data keys, message map, sync lookups, worker config, fleet heartbeat) on NODE_BROKER_TOKEN and leave only tracked links, domain redirects, page hits and forms on INTERNAL_API_TOKEN, render nodes only the node token when one is set, and have the installer generate a distinct NODE_BROKER_TOKEN for new installs and its own UPDATER_TOKEN 2026-10-04 03:21:58 -07:00
Matthew Meszaros 1c29643ecb feat: re-apply the app and form write rules to workspace imports so imported OAuth apps get displayname-checked names, http(s) websites, valid redirect URIs and webhooks, only their workspace's own logos, and stay suspended when suspended at the source or imported under a developer block, imported forms keep only http(s) redirect URLs, valid designs and embed domains, and the hosted form page navigates only to http(s) redirect targets 2026-10-04 03:03:40 -07:00
Matthew Meszaros 43a9d004f2 feat: bound user-authored templates (range only over data fields, two-deep nesting, no template calls, 1 MiB output, capped compile cache) for campaign and automation rendering, accept only single addresses and single Message-IDs for to/cc/bcc/in_reply_to on every send path with invalid_recipient and invalid_message_id, refuse multi-line headers in the Gmail, Graph and SMTP writers, always apply a no-script CSP and drop non-http(s)/mailto/tel link targets in email previews, treat only single-slash paths as internal Remie links, accept integration OAuth callbacks only from the API origin, and follow only http(s) form redirects and app install links 2026-10-04 03:02:37 -07:00
Matthew Meszaros bf47984cd5 feat: cap every OAuth grant and API key at the delegating member's role (consent narrows scopes and reports the withheld ones, tokens re-check the member's current role at every gate and MCP tool, keys stay within their creator's permissions, mailboxes and IP allowlist), keep OAuth tokens off API key and OAuth app management, require a fresh sign-in to approve an app, revoke a grant whose refresh token is presented twice, count only unexpired grants as installs, seal app webhook secrets under the instance key, name the workspace and flag unverified apps on the consent screen, and let credential managers list and revoke every member's app authorizations 2026-10-04 02:59:10 -07:00
Matthew Meszaros 8bb60e9449 feat: accept only Salesforce domains as an org's API host and call it through the SSRF-guarded client, register the Warmbly Cloud link only on self-hosted instances behind the instance admin with a second factor and dial it through safehttp with fixed error text, keep automation signing secrets in the sealed connection config, answer integration service failures with fixed messages, add security headers to the forms, tracking and docs origins and TLS 1.2+ to the nginx template, compare the captcha bypass in constant time, require TLS 1.2 for IMAP probes, and drop the unused RSA helpers 2026-10-04 02:58:43 -07:00
Matthew Meszaros 610d511307 feat: answer every server-side failure in admin, internal, webhook, warmup routing, Stripe webhook, agent tool and MCP handlers with the fixed internal error and log the detail against the request id, keep correctable webhook and routing refusals as typed errors with their own messages, drop the request URL from MillionVerifier transport errors so the API key never reaches a log or response, and redact :code path parameters in the access log 2026-10-04 02:57:17 -07:00
Matthew Meszaros db4fc7b115 feat: require a recent confirmation for 2FA enrollment (a fresh sign-in for accounts with no password or factor), pool link approval, workspace export and import, member invites and role changes, webhook and OAuth app secret reveal and rotation, and the admin fleet join token, admin grant and workspace archive routes, with a confirm-it-is-you dialog and retry in the admin panel 2026-10-04 02:56:18 -07:00
Matthew Meszaros 5bd8dbfab9 feat: bind Warmbly Cloud brokered mailbox sign-ins to PKCE, a single-use state and a cloud consent page naming the requesting instance and workspace that sets the browser cookie the callback requires, return only to the instance's registered address, add PKCE and an OIDC nonce to Workspace and Microsoft 365 admin-proof sign-ins, post OAuth callback codes only to a configured dashboard origin, cap CLI-approved keys to the approver's role behind a fresh sign-in, and accept only same-origin login next paths 2026-10-04 02:53:16 -07:00
Matthew Meszaros 9f7d45a1fb feat: charge every password, emailed-code and TOTP attempt atomically before comparing it (Redis INCR+expire script) with a per-account TOTP budget across challenges, put the signed-in password change on the reauth budget, set the per-account login limit to 50 per hour, give tester passwords an expiry (users.password_expires_at, migration 000257) and clear them plus every session on revoke, mint warmblyctl reset links with the password-reset purpose, expire fleet join tokens (7 days default, 30 max, reusable inside the window), derive captcha from the resolved Turnstile secret, refuse weak bootstrap argon2id hashes, make registration codes single-use, rate-limit the v1 invitation lookup, and draw RIDs and user codes without modulo bias 2026-10-04 02:52:22 -07:00
Matthew Meszaros f0ec39febd feat: scope automation and sequence unsubscribes to the caller's organization, require manage_settings to create, edit, enable or delete automations, run each integration action only on its own provider's connection (400 action_provider_mismatch), refuse org-permission gates when no organization service is wired, read /integrations/bookings like contacts, scope lead claims, research runs and CRM list cursors to the organization, and bind contact note edits to the contact in the path 2026-10-04 02:47:10 -07:00
Matthew Meszaros e1c4a91ad1 feat: confirm a Slack link only for the Warmbly member whose email matches the Slack account's confirmed profile email (read via users.info with the new users:read and users:read.email scopes, refused as slack_link_email_mismatch), show the Slack account's name and avatar on the link page and after linking, return the Slack connection in GET /integrations/slack/status only to manage_settings or use_integrations, scope agent-thread lookups by organization, and check a Draft a reply card's conversation belongs to the clicker's workspace before starting the assistant 2026-10-04 02:45:04 -07:00
Matthew Meszaros 4cfba5340a feat: verify every HubSpot app request by its v3 signature over the public backend URL, refuse card-fetch query values on the webhook and workflow action routes, take exactly one portalId, userId and userEmail on card routes and act as the matched accepted member holding the matching campaign and contact permissions, route a portal only to its single live HubSpot-mode workspace, delete mirrored deals and tasks only when HubSpot answers the record is gone, and scope the card's permitted fetch to the card routes 2026-10-04 02:42:12 -07:00
Matthew Meszaros d505508997 feat: audit OAuth app moderation and developer blocks under their own entity types, refuse logo removal on suspended apps, delete a replaced workspace-uploaded app logo once no other app shows it, confirm before revoking every token in the admin panel, open store cards on Space, retry a new logo URL after a failed one, toast only after the clipboard write succeeds, and freeze the listing form baseline while it is open 2026-10-04 01:20:28 -07:00
Matthew Meszaros bc9caba267 feat: validate OAuth app names through displayname and websites as http(s), clean dynamically registered client names and stop storing their logo_uri, refuse edits and logo uploads on suspended apps or blocked developers, scope logo deletion to the app's own images, keep hidden listings from being unpublished, count only installs from other aged workspaces toward the directory threshold, refresh integration popularity outside the lock, and count only live connections in the Integrations store 2026-10-04 01:10:39 -07:00
Matthew Meszaros 1a483cb27f Merge remote-tracking branch 'origin/main' into feature/integrations-page-redesign
# Conflicts:
#	internal/app/integration/service.go
#	web/src/app/app/integrations/page.tsx
#	web/src/hooks/useDocumentTitle.ts
2026-10-04 00:45:48 -07:00
Matthew Meszaros 4bc2417618 Merge remote-tracking branch 'origin/main' into feature/integrations-page-redesign
# Conflicts:
#	docs/content/docs/api/error-codes.mdx
#	docs/content/docs/guides/integrations.mdx
#	web/src/app/app/integrations/page.tsx
2026-10-04 00:32:54 -07:00
Matthew Meszaros 7555f641a5 feat: turn Integrations into an app store with sidebar views, search, sorting and filters, list community apps by link until featured or widely installed, redesign the OAuth app registration dialog, store app logos re-encoded per app like the workspace logo, and add admin suspension, token revocation and developer blocks for OAuth apps 2026-10-04 00:31:52 -07:00
Matthew Meszaros 6b7e254e56 feat: add native Salesforce sync with Lead and Contact matching and links, a leased activity outbox that logs sends, replies, bounces, opt-outs and meetings as Tasks, Lead Status and Email Opt Out writeback, a pull loop with CRM pause rules, list view and Campaign imports, sandbox and My Domain OAuth that refreshes expired sessions, a Salesforce settings page with contact and inbox cards in web, and docs 2026-10-04 08:54:27 +02:00
Matthew Meszaros 900806f328 feat: make HubSpot sync jobs lease-safe with per-claim tokens and one-at-a-time claims, log each email once across retries with the interested-reply outcome as its own job, move merged HubSpot contacts in a transaction, run backfill as one cursor job that skips refused records, rebuild the HubSpot client after a reconnect, accept a single portalId on card requests, and remember the Warmbly property group only after it exists 2026-10-04 08:18:16 +02:00
Matthew Meszaros 37e91fc89f feat: add HubSpot CRM mode where HubSpot deals, pipelines, tasks, notes and owners are mirrored and written through, sends and replies log as HubSpot emails, exit rules hold campaigns, list import, sync health, setup wizard in web, HubSpot app project with record card and workflow action, and docs 2026-10-04 07:47:51 +02:00
Matthew Meszaros 8883a1df6b feat: connect Microsoft 365 organizations through Microsoft's v2.0 admin consent page followed by a sign-in on the same state, read the approving admin's directory role from the Graph token as well as the ID token, return an organization-wide approval link for single-mailbox Outlook sign-in (admin_consent_url) and show it in the connect panel, and document publisher verification and the admin approval path 2026-10-03 20:17:38 +02:00
Matthew Meszaros 4957214431 feat: redesign the Integrations page with search, category chips, recommended and popularity-ranked integrations, add a community app directory where OAuth apps are published unverified by link and verified in a new admin review queue, with docs and OpenAPI 2026-10-03 09:24:34 -07:00
Matthew Meszaros 61d16dfe9a feat: add Warmbly for Slack with the AI assistant in DMs, mentions and the assistant pane, unified inbox threads with reply, AI draft and lead actions, per-category notification routing and DMs, account linking, dashboard Slack settings, manifest and docs 2026-10-03 15:35:11 +02:00
Claude 3288238cc0 feat: paginate and batch GET /analytics/accounts so account status reads are bounded per page and the overflow past 1000 mailboxes is reachable via cursor 2026-10-03 06:46:20 +00:00
Matthew Meszaros b8a8ec4743 Merge remote-tracking branch 'origin/main' into feat/unibox-rail-layout-per-member 2026-10-01 22:58:31 -07:00
Matthew Meszaros 8f89c36756 feat: refresh the open conversation for inbox events that name only a message id, give unibox refresh keys added just before a max-wait flush a trailing flush, cancel a shared unibox overview computation once its last caller leaves and bound it and GET /unibox/overview at 30s, include scheduled sends in the coalesced inbox refresh, and word the slow pgxpool acquire log as acquire time rather than saturation 2026-10-01 22:41:00 -07:00
Matthew Meszaros 54a05027cc feat: save the unibox scope rail's favorites, row and section order and hidden rows to the member's account per workspace through a unibox_rail view with a validated layout on /me/views, synced from the dashboard store so every device shows the same rail while folds and widths stay per browser 2026-10-01 22:37:23 -07:00
Matthew Meszaros dc2cffd786 feat: coalesce and dedupe unibox realtime refreshes in useRealtimeEvents, forward TanStack Query abort signals through every unibox client and the shared Request helper with cancellations kept out of error handling, share one organization-scoped unibox overview computation per second with in-flight dedup and write-time invalidation, bound interactive unibox reads at 30s including pool wait, and log slow pgxpool connection acquisitions 2026-10-01 22:25:53 -07:00
Matthew Meszaros e25b31f992 Merge pull request #772 from warmbly/fix/unibox-template-html-body
feat: send a unibox template's HTML body as written by giving the compose and reply composers an HTML mode, keep that HTML in compose and reply drafts, and render the text part server-side for HTML-only sends
2026-10-01 04:22:11 +00:00
Matthew Meszaros f41b377f0c feat: offer the Advisor's campaign hold only while a mailbox is still sending cold, reseed warmup when an AI tool switches a mailbox on or starts warmup, and fix the mailbox switch's bulk selection, double clicks and revoked-mailbox hints 2026-09-30 21:02:00 -07:00
Matthew Meszaros 588591684b feat: send a unibox template's HTML body as written by giving the compose and reply composers an HTML mode, keep that HTML in compose and reply drafts, and render the text part server-side for HTML-only sends 2026-09-30 20:46:22 -07:00
Matthew Meszaros 7ea17c0150 feat: let a switched-off mailbox be switched back on from its row menu, warmup menu, drawer, settings and the selection bar, and make the Advisor's stop-cold-sending fixes hold the mailbox from campaigns instead of switching it off 2026-09-30 20:45:42 -07:00
Matthew Meszaros d64adcc191 Merge remote-tracking branch 'origin/main' into feat/cloud-domain-redirects 2026-09-30 07:18:51 -07:00
Matthew Meszaros 7b526be901 feat: write a Cloud-served root redirect here before asking Warmbly Cloud (one workspace per domain, enforced by a unique index), roll it back on Cloud's refusal and keep it pending through an outage, release Cloud redirects no workspace here has any more from the sweep, resend a target Cloud holds stale, stop a mirrored redirect only on Cloud's definite refusals, read a proxy gateway error as transient and order the certificate and port verdicts correctly, validate linked domains with the shared hostname check, share one proxy name map, and trim comments 2026-09-30 06:59:55 -07:00
Matthew Meszaros 75f764dc67 feat: require a verified Cloud Tasks token with a pinned audience on task webhooks, manage_settings on integration OAuth and a fresh membership check at every mailbox and integration OAuth finish, user verification for passkey sign-in, ended sessions before a password reset or ban reports success, and a revoked session when a rotated refresh token is replayed; remove the internal DEK delete route, log credential path parameters by name, hold remote images in received mail until the reader loads them, add Calendly and Cal.com signing keys with inbound URL rotation, keep automation signing secrets out of connection responses, and apply the password rules to the bootstrap password 2026-09-30 06:46:24 -07:00
Matthew Meszaros 41d43f64be feat: check that a verified root redirect actually reaches visitors by opening the domain over http and https and naming what answered instead (Traefik, nginx, Caddy, a rewritten Host header, a missing certificate, a closed port) with per-proxy fix steps in the sending domain drawer, and let a self-hosted instance linked to Warmbly Cloud have Cloud serve and certify its redirects (connect in place from the redirect tab, the bulk dialog or a page banner), with Cloud-side linked-instance redirect endpoints under a per-instance limit, migration 000237, labelled tracking answers and a 503 when the redirect lookup is unavailable, and the sending domains, Warmbly Cloud, data control, install, OpenAPI, API and error code docs updated 2026-09-30 06:04:00 -07:00
Matthew Meszaros 045d13d281 feat: let segment membership writes take the same contact selection limits as every other bulk action, raise select-all to 250,000 contacts and explicit id batches to 10,000, check the research batch cap in the dashboard before confirming, and document the new limits in the guides, error codes and OpenAPI spec 2026-09-30 06:13:14 +02:00
Matthew Meszaros 4b0446042a Merge pull request #750 from warmbly/feature/batch-inbox-placement-tests
feat: run one inbox placement test across many sending mailboxes as a placement batch, with server-side sender scopes, sampling, bounded concurrent execution, fleet grouping and coverage
2026-09-29 17:59:48 +00:00
Matthew Meszaros d162f0aaf6 Merge pull request #748 from warmbly/fix/gmail-archive-unibox-inbox-sync
feat: file Gmail mail where Gmail moves it (archive, delete, spam, back to inbox) via an UPDATE_FOLDER event resolved against provider_folder, repair rows already stranded in the unibox Inbox with a six-hourly Gmail folder reconciliation, and close the open unibox conversation on a scope change with a close button in the reader header
2026-09-29 17:57:41 +00:00
Matthew Meszaros 80ecadb1e6 Merge remote-tracking branch 'origin/main' into feature/batch-inbox-placement-tests 2026-09-29 10:51:41 -07:00
Matthew Meszaros 3290360333 feat: keep the Gmail folder reconciliation going past a message Gmail refuses, list the inbox by label, remove rows Gmail no longer has, retry a failed pass after 15 minutes, report each Gmail move once per tick, answer the internal listing with a fixed error, and keep the conversation open when widening to All mail 2026-09-29 10:40:34 -07:00
Matthew Meszaros d99a09825f feat: run one inbox placement test across many sending mailboxes as a placement batch (issue #736): server-side sender scopes (a campaign's senders or the whole workspace, filtered by provider, domain, tag and untested days) and sampling (random, percent stratified by provider or domain, per domain, per provider) snapshotted at creation, a runner that starts senders under per-workspace and instance-wide concurrency and a start rate with defer or skip for unavailable mailboxes, aggregate placement by sending domain, sending provider and recipient provider, fleet coverage, cancel, credits agreed per batch, org transfer, operator settings in the admin panel, dashboard pages and dialog, CLI commands, agent tools, OpenAPI and docs 2026-09-29 10:19:46 -07:00
Matthew Meszaros 0ed98a8c55 feat: copy up to two colleagues on every email a campaign sends one lead (campaign_lead_cc, migrations 000230-000231) with a drawer CC editor that suggests same-company contacts, hold a copied contact's own lead so nobody gets two threads, count a copy's reply as the lead's, opt out every copy on a link unsubscribe, drop a bounced or refused copy without bouncing the lead, skip suppressed campaign CC and BCC addresses, and document the endpoints, CLI, skills and OpenAPI 2026-09-29 09:53:27 -07:00
Matthew Meszaros e2f319cfd8 feat: file Gmail mail where Gmail moves it (archive, delete, spam, back to inbox) via an UPDATE_FOLDER event resolved against provider_folder, repair rows already stranded in the unibox Inbox with a six-hourly Gmail folder reconciliation, and close the open unibox conversation on a scope change with a close button in the reader header 2026-09-29 09:43:13 -07:00
Matthew Meszaros f88ecd7b4c feat: rebuild the new campaign flow as Leads, Emails, Schedule and Review with a lead-list picker, the full step editor and a live launch plan, keep unlaunched campaigns as server drafts that reopen in the flow from the campaigns list and a Continue setup button, simulate POST /campaigns-estimate day by day under warmup graduation, warmup mail sharing the send spacing, other campaigns, health holds and follow-up waits, retire one-time emails (migration 000229 drops campaigns.kind, the list type filter and badge go), enlarge the step subject field, and lift the editor popovers above dialogs 2026-09-29 01:37:07 -07:00
Matthew Meszaros 4c1fc9604b Merge pull request #729 from warmbly/fix/cloud-warmup-standing-gates
feat: hold Warmbly Cloud's warmup standing on a linked self-hosted instance so campaign gates, pacing, lifecycle and account health enforce a cloud quarantine, block or throttle
2026-09-28 17:58:49 +00:00
Matthew Meszaros b3518dd775 feat: resolve the unibox contact panel's sender through the thread's campaign send when the reply comes from an address that is not a contact (alias, second domain, forward, or another workspace mailbox), via thread_id and account_id on GET /contacts/lookup with a match field, gated on unibox access and the API key mailbox allowlist, show a Replied from line and keep a loaded contact on a failed refetch, skip every workspace mailbox when picking the other party, apply the same match to Pause follow-ups when answering the sender, and document it 2026-09-28 09:03:19 -07:00
Matthew Meszaros a749a8e353 feat: hold Warmbly Cloud's warmup standing on a linked self-hosted instance, syncing each enrolled mailbox's health into cloud_link_mailboxes so campaign gates, send plans, lifecycle, risk pacing, account health and the Advisor enforce a cloud quarantine, block or throttle, fire the usual health webhooks and realtime events, and carry a hold into the local pool on unenroll 2026-09-28 08:46:40 -07:00