 Matthew Meszaros
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53b932292b
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fix: address review findings on forms v2: the list aggregates query passed a Go int into a text concatenation so pgx could not encode it and starts, identified and the trend sparkline were always empty behind a silent degrade; the forms tables sat above campaigns in the org transfer order despite carrying a campaign_id foreign key, which would fail a full import; an imported forms domain inherited the destination workspace's stale verified flag; a form whose creator was offboarded stopped creating contacts because created_by is ON DELETE SET NULL, now falling back to the workspace owner; the forms mirror check never ran when only the web-side copy changed; and the bare metal guide asked for five DNS names while certbot requested a sixth
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2026-09-01 09:49:06 -07:00 |
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Matthew Meszaros
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290f1f00aa
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Merge remote-tracking branch 'origin/main' into feature/public-forms
# Conflicts:
# cmd/backend/main.go
# docs/content/docs/guides/workspace-export-import.mdx
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2026-09-01 09:29:53 -07:00 |
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Matthew Meszaros
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05d74dbe9f
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feat: forms v2, a full redesign of the hosted form and its builder: eight one-click themes, card/wide/split layouts with a brand cover panel, classic paged and Typeform-style focus modes split on a new page_break block, logo/cover/background uploads with size, fit and veil controls, an optional header bar that can span the page or sit with the form, a real HSV colour picker and font preview, per-contact personalized links that prefill and attribute without email verification, a render-token gate so the form JSON cannot be scraped without loading the page, funnel analytics with per-page drop-off and identified visitors, a leads-style forms list and responses table, and an organization custom forms domain verified by CNAME with hourly re-checks
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2026-09-01 09:27:28 -07:00 |
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Matthew Meszaros
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271b4b1625
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feat: coalesce org segment syncs instead of dropping them, so an import's pinned contacts reach their linked campaigns in the same request: SyncOrgLinkedCampaigns now records a follow-up when a request lands while a pass is running (ImportCommit writes segment membership after its chunked Add already started one, so that pass read the old membership and left the contacts to the 2-minute sweep), the per-org state moves from a sync.Map to a mutex-guarded map so running, queued and released are one atomic transition, and two hermetic tests cover the mid-pass coalesce and the idle re-run
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2026-09-01 04:19:59 -07:00 |
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Matthew Meszaros
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4385f6ec02
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feat: merge main and renumber the segment migrations after PR #283 took 000114 and 000115: campaign_segments becomes 000116 and campaign_lead_removals becomes 000117, since unibox_folders and mailbox_security_mode are already recorded in deployments' schema_migrations and ours are not, restoring a clean 000001-000117 sequence that check-migrations and golang-migrate both accept
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2026-09-01 04:06:13 -07:00 |
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Matthew Meszaros
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128e314103
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Merge remote-tracking branch 'origin/main' into fix/issue-277
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2026-09-01 04:03:37 -07:00 |
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Matthew Meszaros
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d6ddf1f170
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feat: fix implicit-TLS SMTP on 465 and IMAP STARTTLS on 143 behind a stored per-mailbox security mode that accepts any port, stop worker ID churn orphaning mailbox assignments via flock-claimed persistent worker ids, give the unibox a standard mail-folder sidebar (inbox/sent/drafts/archive/spam/trash) backed by a provider-derived folder column, and expose the AI tool registry over REST for non-MCP function-calling agents (#283)
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2026-09-01 03:53:19 -07:00 |
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Matthew Meszaros
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c2b0f93583
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feat: close the last silent-success window on the segment pin: the in-transaction segment_members insert now compares RowsAffected against the deduplicated segment list and rolls the create back with a 400 when a segment was deleted between the service's existence check and the write, plus a live repository test that a contact created with a segment is pinned as an include override while a sibling naming none stays out, and that a create naming a segment the organization does not have fails and leaves no contact behind
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2026-09-01 03:15:08 -07:00 |
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Matthew Meszaros
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103145e970
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feat: address the CodeRabbit review on the segment pin and campaign selection bar: the include override for a contact created inside a segment is now written inside the contact repository's own transaction (parsed and deduped alongside campaigns and categories, org-scoped, ON CONFLICT upsert) so a failed override write rolls the contact back instead of answering 200 with a membership that never happened, the service keeps only the pre-write existence check that turns an unknown segment into a 400, and the leads selection bar drops its bulk Delete inside a campaign so the destructive bulk action matches the row action and cannot delete workspace contacts from a Leads tab
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2026-09-01 03:07:39 -07:00 |
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Matthew Meszaros
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55307b0ad9
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feat: fix the segment dialog UI and make a contact created inside a segment join it (issue #285): the add-to-campaign picker now shows a humanised, colour-toned campaign status instead of the raw PAUSED_NO_ACCOUNTS enum, its footer wraps instead of clipping the hint mid-sentence and the Add leads button no longer breaks across two lines, campaign status labels move to a shared components/app/campaigns/status module, the Segments, Categories and Segment pages plus every unmapped settings and onboarding route get a document title so they stop reading Page not found, and POST /contacts takes a segments array that pins the new contacts in as include overrides (validated before the write, best-effort after it) which the New contact dialog sends when opened from a segment page
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2026-09-01 02:57:30 -07:00 |
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Matthew Meszaros
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7b6830daa5
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feat: say segments out loud in the API scope catalog: the READ_CONTACTS and WRITE_CONTACTS descriptions served to the API key dialog (and the docs permission table) now name segments, since segment CRUD, previews, member overrides and enrolment ride on the contact scopes and the picker never said so
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2026-09-01 01:32:56 -07:00 |
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Matthew Meszaros
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5e87b1bbbf
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Merge remote-tracking branch 'origin/main' into feature/public-forms
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2026-09-01 01:17:54 -07:00 |
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Matthew Meszaros
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60c9e316d9
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feat: hosted lead-capture forms end to end: drag-and-drop builder with field settings, design panel, embed/share and submissions tabs in the dashboard, a public TanStack form app (forms/) served by the new standalone forms service (cmd/forms + internal/formserver) on FORMS_DOMAIN with per-form frame-ancestors CSP, honeypot/fill-time/Turnstile/per-IP submit protection and a same-origin JSON API proxying the backend internal API, form submissions creating contacts with categories and campaign enrollment plus realtime, audit, webhook and org-transfer coverage, migration 000114, seed forms, CI jobs, Dockerfile, systemd/nginx/compose manifests and docs
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2026-09-01 01:17:51 -07:00 |
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Matthew Meszaros
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8db032a656
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feat: address review on segment-campaign linking: a campaign_lead_removals table (migration 000115, orgtransfer-registered) records hand-removed leads so the automatic segment sync never re-adds them while a manual add or the one-shot enrol clears the record, PUT /campaigns/:id/segments rejects an omitted segment_ids so {} cannot detach everything, rows.Err checks on the four new link queries so a truncated read cannot commit as success, write-path enrolment syncs detached from the request goroutine with a per-org in-flight dedupe, per-campaign 30s deadlines in the sweep instead of one shared budget, and an error-with-retry state in the linked-segments dialog
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2026-09-01 00:33:42 -07:00 |
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Matthew Meszaros
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66a105fb9f
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feat: make segments a live campaign audience and round out lead management (issue #277): a campaign_segments link table with GET/PUT /campaigns/:id/segments (max 20, replace semantics), immediate enrolment of linked-segment members as leads plus targeted re-syncs on contact writes, segment edits, pin-ins and imports and a 2-minute backend sweep for drift, waking active campaigns and restarting completed ones through the full launch checks; a Segments manager dialog and toolbar button on the campaign Leads tab; Remove from campaign as the row action and a selection-bar bulk action so leads can leave a campaign without deleting the contact; campaign and segment pickers in the CSV import wizard backed by a new segment_ids import option that pins imported rows as include overrides; a delete guard naming linked campaigns; orgtransfer registration, live repo tests and docs for all of it
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2026-08-31 08:45:27 -07:00 |
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Matthew Meszaros
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773a3ecaf2
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Merge remote-tracking branch 'origin/main' into fix/account-reverification-button-missing
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2026-08-31 06:26:40 -07:00 |
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Matthew Meszaros
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c2f5cc4e9e
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feat: address review on the reconnect flow: a reauth whose repeat consent omits the refresh token now refuses (typed error) when the stored one cannot be read instead of sealing an empty string over it, and credential errors resolve only after the reactivation Update succeeds so a failed reactivation keeps the banner and its reconnect button
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2026-08-31 06:26:39 -07:00 |
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Matthew Meszaros
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70ca90a3e0
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feat: fix the reconnect reactivation 500 found in live testing: reconnectAccount now loads the row via GetByID itself because the org-scoped Get selects no user_id and the owner-scoped Update was handed an empty uuid; UpdateSMTPIMAPCredentials switches to GetByID with an explicit tenancy check, and the test stub's Get now mimics the real partial row
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2026-08-31 05:53:12 -07:00 |
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Matthew Meszaros
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6918ee06b0
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Merge remote-tracking branch 'origin/main' into fix/issue-273
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2026-08-31 05:49:38 -07:00 |
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Matthew Meszaros
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5abfb69882
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feat: address Greptile review on #282: re-measure useFlipPlacement/useFlipAlignment on window resize so an open popover keeps a valid side when the toolbar reflows, and trim the unibox body-key and hook comments down to their one-line invariants
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2026-08-31 05:36:24 -07:00 |
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Matthew Meszaros
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c28179e61f
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feat: raise the campaigns ramp_start/ramp_ceiling DB CHECK constraints to 5000 (migration 000113) so raised API bounds cannot 500 on the constraint, validate the effective ramp pair against stored values on partial updates, and fix the campaign/mailbox guides on the effective cap and the 600s gap throughput bound
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2026-08-31 05:31:13 -07:00 |
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Matthew Meszaros
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896fc60f4d
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feat: add the missing mailbox re-verification flow (issue #274): POST /emails/onboarding/oauth/reauth/:id re-runs the provider consent for an existing Gmail/Outlook mailbox (login_hint preselect, same-address check, token rewrite keeping the stored refresh token) and PUT /emails/onboarding/smtp-imap/:id replaces SMTP/IMAP credentials after live validation; both resolve the credential-class error rows and reactivate the mailbox onto its worker, the drawer's Needs attention banner gains Re-authorize and Update credentials buttons, and the mailboxes guide documents reconnecting
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2026-08-31 05:29:35 -07:00 |
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Matthew Meszaros
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760cb5651c
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feat: fix issue 273: read unibox message bodies from the key the worker actually writes (users/<owner>/emails/<mailbox>/<message>.emsg via config.StorageEndpointEmailBody) instead of the never-written emails/<owner>/<id> key, so opened messages render the full stored plain+HTML body with its line breaks instead of degrading to the collapsed one-line snippet with the truncated-message notice; thread the mailbox account id through GetBody, GetByID and the body-text search backfill, drop the dead PutBody/GetEmailKey, and in the contact activity detail stop content escaping the drawer: measured left/right alignment for the date-range popover (new useFlipAlignment hook) and wrap-anywhere on expanded detail values so long URLs cannot widen the grid past the card
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2026-08-31 03:54:59 -07:00 |
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Matthew Meszaros
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d7a17a0149
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feat: make the per-mailbox daily campaign cap configurable up to 5000 (issue #276): raise campaign_limit, campaign daily_limit and ramp start/ceiling validation to config.LimitMax, warn in the dashboard above 100/day, and update aitools, zapier and docs copy to match
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2026-08-31 03:50:36 -07:00 |
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Matthew Meszaros
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7a7c6051bc
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Merge remote-tracking branch 'origin/main' into feature/contact-segments
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2026-08-30 02:07:56 -07:00 |
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Matthew Meszaros
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03c71603bf
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feat: count undeliverable leads by running the campaign router with the verification gate ignored, so a lead whose flow already ended (STOP branch, no outgoing connection, every step attempted) is not counted and a finished campaign completes instead of parking at paused_undeliverable
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2026-08-30 00:14:44 -07:00 |
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Matthew Meszaros
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3bd9325bee
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feat: address review on segments: gate the add-to-campaign and from-segment actions behind the manage-campaigns permission on the segment page, the segments list and the campaign Leads tab so the dashboard never offers an enrolment the API would refuse, trim the segment package and migration comments to the one invariant they carry, and drop the em dash from the editor comment
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2026-08-30 00:11:19 -07:00 |
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Matthew Meszaros
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52916ab60d
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feat: verification evidence engine and Greptile fixes for #264: contact_verification_evidence ledger (migration 000111) fed by clean deliveries, human opens, clicks, replies and recipient-naming bounces from the send, tracking, reply and bounce paths, a decaying score that lets real mail outrank a probe and a newer bounce outrank older engagement, verification_confidence on every contact with a reasons list and animated Deliverability card in the contact drawer, per-organization probe breakers, undeliverable counts that ignore finished leads, tighter wiring comments, and docs
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2026-08-29 23:49:33 -07:00 |
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Matthew Meszaros
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51ce95b9bc
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feat: add live Postgres tests for the segment compiler covering every field family, all/any matching, manual overrides, nested segments, the contact-side view, search by segment_ids and idempotent campaign enrolment
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2026-08-29 23:45:05 -07:00 |
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Matthew Meszaros
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daf946fc45
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feat: add the add_to_segment and remove_from_segment sequence action steps, executed on both the scheduled campaign path and the instant reply path, wired into the backend and consumer
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2026-08-29 23:45:05 -07:00 |
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Matthew Meszaros
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14a21bf9bd
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feat: expose the segments API (list, fields, preview, create, get, patch, delete, members, member lookup, overrides, add-to-campaign) and GET /contacts/:id/segments behind contact permissions, wire the service into the backend and audit each mutation on the realtime spine
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2026-08-29 23:45:05 -07:00 |
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Matthew Meszaros
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87b3a00aa2
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feat: add the segment service with create/update validation, nested reference and loop checks, delete refusal when another segment depends on it, preview, member overrides, campaign enrolment that wakes the campaign, and the field catalog with the org's custom fields
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2026-08-29 23:45:05 -07:00 |
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Matthew Meszaros
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1eb3dbe481
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feat: let the contacts search and export accept segment_ids so any contact query can be scoped to a segment, and label add/remove-segment steps in the lead progress view
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2026-08-29 23:45:05 -07:00 |
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Matthew Meszaros
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2308bd814a
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feat: add the segment repository: CRUD with per-org name uniqueness and cap, live member counts, preview count, manual override writes and lookups, reference detection, contact-side membership view, overrides listing and one-step campaign enrolment that logs activities
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2026-08-29 23:45:05 -07:00 |
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Matthew Meszaros
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0f66807546
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feat: compile a segment definition into a bound-parameter WHERE fragment over contacts, covering text, enum, bool, date, number, category, campaign and nested-segment conditions plus manual include/exclude overrides, with cycle and depth guards
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2026-08-29 23:45:05 -07:00 |
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Matthew Meszaros
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fd80c56136
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feat: add the segment model with the typed condition DSL, the filterable field catalog, operator sets per field kind, validation and normalization of every condition, and the segment audit entity type
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2026-08-29 23:45:05 -07:00 |
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Matthew Meszaros
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3391f6a4ec
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feat: add the segments and segment_members tables (migration 000110) and register both in the workspace export/import spec under the Contacts group
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2026-08-29 23:45:05 -07:00 |
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Matthew Meszaros
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a02ff7c936
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feat: address verification overhaul for #264: MillionVerifier as a pay-as-you-go integration plugin with org-sealed key and automatic fallback to the built-in check, built-in prober gains domain cache, Microsoft/Yahoo fingerprinting, MX fallback, disposable/role sub-statuses and a self-check breaker, imports and POST /contacts accept verification results in any known provider vocabulary with auto-detected columns, verdict provenance and expiry columns (migration 000110), campaigns park at paused_undeliverable with re-verify/send-anyway instead of finishing, POST/GET /contacts/verification bulk actions and overview, launch gate override via acknowledge_list_risk, animated verification marks, banner and settings card in the dashboard, and docs
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2026-08-29 23:11:22 -07:00 |
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Matthew Meszaros
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44b2c18906
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feat: address review on cloud-managed mailboxes: the consumer now asks the cloud to vouch for a warmup token in a mailbox it warms (GET /pool-link/instance/mailboxes/:id/warmup-tokens/:token) and files anything unverified as ordinary mail instead of dropping on a sender-controlled header, disconnect keeps local mirrors and the link until the cloud confirms the instance is released so managed mailboxes cannot be stranded, and long narrative comments are cut to one line
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2026-08-29 10:07:36 -07:00 |
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Matthew Meszaros
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2a831e9783
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feat: let a linked self-hosted instance sign Google and Microsoft mailboxes in through Warmbly Cloud's own OAuth apps and send with cloud-brokered access tokens: the cloud runs the consent (pool_link_mailboxes.managed, brokered state in Redis, the existing /addresses/*/callback completes it and redirects to the instance's /cloud-oauth/done), keeps the refresh grant, mints short-lived tokens at /pool-link/instance/mailboxes/:id/token and refuses them for revoked links, removed, inactive or blocked mailboxes; the instance mirrors such mailboxes without a credential (cloud_link_mailboxes.managed), ships them to the worker as brokered so goog/msgraph init on a token source that pulls from /api/v1/internal/cloud-link/token/:id, lets the consumer ignore cloud warmup tokens for enrolled mailboxes, and can adopt mailboxes connected directly on the workspace; Add account shows the cloud path and the adoptable list, and the Warmbly Cloud guide documents the model
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2026-08-29 09:50:52 -07:00 |
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Matthew Meszaros
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315509d0da
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feat: replace the purple lock card with a full-screen plan chooser on the auth screen's sky (warm 10 mailboxes free, self-host and link, or choose a plan), give the hosted Accounts page a two-path panel (connect a mailbox here, or self-host for free and link the instance) that collapses to a usage strip once mailboxes exist, drop indigo from the access dialog, describe the free plan honestly in the catalog, and default the transactional email footer to the real company details (Mindroot Ltd, 16543299, 71-75 Shelton Street)
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2026-08-29 08:48:13 -07:00 |
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Matthew Meszaros
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d621d9b79b
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feat: sign a new account in as part of registration: createAccount returns the user, both the verification-free and the code-confirm paths mint a session through finishLoginAs (2FA challenge included), /auth/register/confirm answers with that session instead of 204, and the dashboard drops into the workspace right after signing up instead of bouncing to the sign-in form
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2026-08-29 08:41:34 -07:00 |
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Matthew Meszaros
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152f626469
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feat: remove the free trial: a new hosted workspace starts on the free plan with no time limit, may hold up to 10 mailboxes (connected directly or through a linked self-hosted instance) and warm them in the free pool, and everything else (campaigns, inbox, contacts, CRM, integrations, API keys, audit) sits behind a Starter lock in the sidebar and a SubscriptionGate overlay until a plan is active; the pool-link allowance now counts every mailbox in the workspace, and the marketing site and guide say free workspace instead of 14-day trial
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2026-08-29 08:34:22 -07:00 |
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Matthew Meszaros
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b053a1ca80
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feat: surface the Warmbly Cloud link where self-hosters already are: a skippable last onboarding step with the shared link card, a connect banner and dialog on the Mailboxes page, a Cloud badge plus the cloud's daily count and warm/pause/resume/remove items in each row's warmup menu, a cloud block in the mailbox drawer that replaces the local controls for enrolled mailboxes, the coverage notice pointing at the dialog instead of the marketing site, reads on /cloud-link open to any member and per-mailbox enrollment gated on manage mailboxes, and the guide updated for the new entry points
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2026-08-29 08:05:11 -07:00 |
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Matthew Meszaros
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3bdb0fb82d
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feat: address the Greptile review on the pool link: require https for the cloud URL (loopback exempt for local development) since the instance token and mailbox passwords travel on it, remove the cloud copy when the local enrollment row cannot be written so a mailbox never warms in both places, delete the local enrollment row before the cloud one and restore it if the cloud call fails so a mailbox is never left with no warmup anywhere, and trim the new multi-line comments to the one-line style
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2026-08-29 07:17:10 -07:00 |
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Matthew Meszaros
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b75fdcf86c
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Merge remote-tracking branch 'origin/main' into feature/self-hosted-warmup-pool-access
# Conflicts:
# internal/scheduler/warmup_scheduler.go
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2026-08-29 07:10:38 -07:00 |
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Matthew Meszaros
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37b60b59d3
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feat: let a self-hosted instance warm its mailboxes in the hosted pool: device-code link approved at /connect, instance-token API that enrolls SMTP/IMAP mailboxes as warmup-only accounts (no history import, non-warmup mail dropped), free for 10 mailboxes and unlimited on the seeded $15 pool plan, tier fallback to proven healthy mailboxes when a pool runs thin, local warmup stands down for enrolled mailboxes, Settings > Warmbly Cloud step flow and linked-instances page, docs guide, marketing copy, and fix SetWarmupLifecycle re-reading the row with an org-scoped lookup so every warmup start/pause returned 404
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2026-08-29 07:09:04 -07:00 |
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Matthew Meszaros
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e84d47c492
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feat: drop a page hit instead of storing it under the wrong contact when tying a browser to a ticket fails after a lost identification race (attach now fails closed and the edge retries), and make the edge dedupe an atomic request-owned claim so a failed concurrent forward can only release its own entry and never a successful request's
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2026-08-29 05:20:26 -07:00 |
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Matthew Meszaros
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5821fc2a1c
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feat: merge origin/main into the website tracking branch after PR #260 landed 000106_contact_source, renumber the website tracking migration to 000107, and fold the page_hit timeline type, its query source and its Website filter, meta line and expandable details into the reworked contact Activity tab and models from the contact-activity PR
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2026-08-29 04:38:35 -07:00 |
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Matthew Meszaros
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8daefbe8c4
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feat: address the Greptile review on website tracking by believing forwarded-IP headers only from TRACKING_TRUSTED_PROXIES (socket peer otherwise, proxy-appended last X-Forwarded-For entry, applied to pixel, click and page-hit paths), making IdentifyVisitor report whether it claimed the row so a lost identification race re-reads the visitor and splits onto a fresh record instead of attributing the hit to the wrong contact, forgetting the edge dedupe entry when a forward to the backend fails so the retry is counted, and trimming the new Go and Rust comments to the one-line style
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2026-08-29 04:16:28 -07:00 |
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