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fd940d905b9e90cd2acd5ceea60967be246c656d
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951 Commits
Author SHA1 Message Date
Matthew Meszaros 3de01f25b3 feat: gate MCP and /ai/tools per tool for keys and tokens, with AI_AGENT on the web and playbook tools, and require use_ai for member sessions on /ai/tools 2026-10-04 05:21:18 -07:00
Matthew Meszaros 8cb5893e37 feat: keep accepting API keys and OAuth tokens in the realtime socket URL as a deprecated fallback for existing clients, preferring the x-warmbly-token header and keeping the value out of logs 2026-10-04 05:20:20 -07:00
Matthew Meszaros c178dadf81 feat: keep the key and blob brokers on NODE_BROKER_TOKEN only, and let an operator admit INTERNAL_API_TOKEN on the other node routes with NODE_ACCEPT_INTERNAL_TOKEN=true while nodes joined before the split upgrade 2026-10-04 05:18:01 -07:00
Matthew Meszaros a6e72f1a92 feat: keep linking and unlinking Warmbly Cloud and adopting the cloud workspace's mailboxes with the instance administrator, and let members with manage_emails read the link and put their own workspace's mailboxes on it 2026-10-04 05:17:20 -07:00
Matthew Meszaros cbf0667d8f feat: hold every API key to its creator's current workspace role on each gated route and AI tool, and stop a key, including on the realtime socket, once its creator leaves the workspace (api_key_holder_left) 2026-10-04 05:15:30 -07:00
Matthew Meszaros 5d4b0ad6e5 feat: hold the invite_member, update_member_role and rotate_webhook_secret AI tools to the same recent confirmation their REST routes require, answering reauth_required on /ai/tools and refusing them where no confirmed session exists 2026-10-04 05:14:30 -07:00
Matthew Meszaros aca1aff4d6 feat: count a completed sign-in as a fresh confirmation for the first five minutes of the session, so accounts with no password or second factor can confirm an action by signing in again 2026-10-04 05:13:23 -07:00
Matthew Meszaros b9b13344b4 feat: remember the refresh token each OAuth grant last rotated away from (migration 000261) and revoke the grant when that token is presented again, whether in a race or after the rotation finished 2026-10-04 03:49:13 -07:00
Matthew Meszaros 663c3013d1 feat: bind each Remie approval to its tool call and run it once, show every argument and the resolved send on dashboard and Slack approval cards, keep always-allow to settings managers with a revocable list and never for tools that start sending or change access, withhold secrets and unpermitted tool results from the assistant and shared conversations, gate /mcp, /ai/tools and the web and playbook tools on AI_AGENT or use_ai, and scope get_mailbox by organization 2026-10-04 03:45:02 -07:00
Matthew Meszaros a6b72299ae feat: store workspace invitation tokens only as SHA-256 digests (migration 000260 converts pending ones), mint a separate link token each time a manager copies an invite link so the emailed link keeps working, and resolve invitations by either digest 2026-10-04 03:37:41 -07:00
Matthew Meszaros 497f58bb5a feat: hold a mailbox-limited API key to explicit sender lists of its own mailboxes when it creates, edits or starts a campaign, and refuse it on /ai/tools and /mcp, which act across the workspace, with api_key_mailbox_limited 2026-10-04 03:24:25 -07:00
Matthew Meszaros 48c65611b5 feat: require view_contacts / READ_CONTACTS for an AI variable preview rendered against a named contact, matching test sends and template previews 2026-10-04 03:22:09 -07:00
Matthew Meszaros 137f7359ff feat: accept an A/B variant's step_id only when the step belongs to the campaign named in the path 2026-10-04 03:22:09 -07:00
Matthew Meszaros 1c555934a5 feat: authorize warmup ban status and warmup appeals by the caller's organization and its view_campaigns / manage_emails gates, so any member who manages mailboxes can appeal, answering 404 for a mailbox outside the workspace 2026-10-04 03:22:09 -07:00
Matthew Meszaros 6c36be44aa feat: require the actor to hold every permission a role edit, re-role or member removal takes away as well as every one it grants, matching role deletion, with the workspace owner holding all permissions 2026-10-04 03:22:09 -07:00
Matthew Meszaros 5f180f5c76 feat: hold an API key with allowed_email_accounts to its mailboxes across the unibox (list, thread, message, count and overview reads; compose with auto pick within the list, drafts, agent-draft approve and discard, seen, folder, labels and snooze writes), campaign sender pools, analytics account statuses and GET /analytics/accounts/:id, and store a compose draft's mailbox only when it belongs to the caller's organization 2026-10-04 03:22:09 -07:00
Matthew Meszaros 043d877b58 feat: let one organization per instance verify a custom tracking host across mailbox and campaign tracking domains (database trigger plus 409 tracking_domain_taken on save, verify, sending-domain apply and bulk setup; the sweep leaves a held host unverified), and re-verify tracking domains on the destination after a workspace import 2026-10-04 03:22:02 -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 eec8e1095e feat: escape Slack's reserved characters in every text field of the automation Slack card, quote backslashes and double quotes in the Close lead lookup, and route Salesforce automation and push writes only through the native Salesforce sync by removing the unused direct SOQL fallback 2026-10-04 03:04:03 -07:00
Matthew Meszaros e3f21146a4 feat: hold mailbox display names to the person naming rules by refusing a rename that breaks them with invalid_name, replacing one from SMTP/IMAP onboarding and import files with an address-derived name, and sending warmup under a displayable name with an address fallback 2026-10-04 03:03:52 -07:00
Matthew Meszaros 3d1e117ea6 feat: show campaign names in auto-pause and provider-refusal notifications through displayname.DisplayableOr with a neutral fallback, and leave an inbound reply's subject out of notification emails while the in-app feed keeps it 2026-10-04 03:03:52 -07:00
Matthew Meszaros 12563982cc feat: pass pool-link instance names and CLI device-code client names and hostnames through the workspace naming rules with displayname.CleanOr, falling back to Self-hosted instance and Warmbly CLI, keep only the machine label of a CLI hostname, and clip versions on rune boundaries 2026-10-04 03:03:52 -07:00
Matthew Meszaros 147491ed3c feat: disable imported webhook endpoints whose address fails the same https and public-host check a new endpoint must pass, and document it on the workspace export and import page 2026-10-04 03:03:40 -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 eff2c14a9d feat: make workspace import write only rows the destination workspace owns by checking every archive key and foreign key against each table's owner scope before a batch lands, scoping overwrite updates to the destination's own rows, warning in the archive check, and documenting the rule 2026-10-04 03:03:34 -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 f9a2e9af10 feat: state dependency floors, the Sentry HTTP client choice and auth cache budgets as the guarantees they hold, with no advisory identifiers or past behaviour in comments 2026-10-04 03:00:56 -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 59f6d72d3b feat: bump docs to next 16.3.8, site to patched devalue and http-cache-semantics, and realtime to mint 1.11.0, gate the security workflow on called Go vulnerabilities with a fixed version and on retired or upgradable Hex packages through scripts/govulncheck-gate.sh and scripts/hex-audit-gate.sh with a new Elixir audit job, and keep advisory ids and reachability notes out of .trivyignore, mix.exs and the site pnpm workspace 2026-10-04 02:57:17 -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 3a2d80b8bf feat: accept realtime API keys and OAuth tokens only in the x-warmbly-token handshake header with the ws ticket alone in the query string, filter token and key params from Phoenix connect logs, refuse realtime keys, OAuth tokens and pool link tokens held by a login-banned user or a suspended app with an uncached key check, and send the key as a header from warmbly events tail 2026-10-04 02:56:18 -07:00
Matthew Meszaros 33f99b97e5 feat: end every session on sign-out-everywhere through RevokeOtherSessions with cache eviction after commit, refuse refresh on a revoked session, close a user's realtime sockets on any session revocation via a SESSIONS_REVOKED event, and verify tokens without a purpose claim for no flow 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 23c57f35c2 Merge pull request #822 from warmbly/feature/integrations-page-redesign 
feat: turn Integrations into an app store with search, filters and app pages, add a link-only community directory, a new OAuth app registration dialog, per-app re-encoded logos and admin moderation for OAuth apps
 2026-10-04 08:27:13 +00:00
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 2983d3ca1e Merge pull request #823 from warmbly/feat/remie-assistant 
feat: Remie, the dashboard AI assistant: animated blob mark, floating panel, live run UI, and Advisor-driven suggestions and tips
 2026-10-04 07:59:05 +00:00
Matthew Meszaros 6565197a60 feat: close Remie tips through useClickOutside and put them away when a dialog opens, reset hover on close, read Advisor findings only under View analytics, keep a typed draft when a fix is handed to Remie, celebrate only runs that end without an error or a stop, group suggestions with the Advisor's groupFindings, count the tip day in local time, and scope the dev demo to its own approvals 2026-10-04 00:49:08 -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 7672924a72 feat: rename the dashboard assistant to Remie with an animated blue blob mark, open it as a floating window by default, show live runs with a shimmering status, elapsed timer, collapsible tool-step trace, streamed text with a blurred tail and a redesigned approval card, and add Remie suggestions and rate-limited tips built from open Advisor findings that Remie fixes through its own approvals 2026-10-04 00:36:27 -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 d112657cf2 feat: wire suppression, subscription and hold dependencies into the consumer's Salesforce service, give Salesforce token refreshes their own single-flight keyspace, release the outbox lease in memory after each terminal write so writeback notes land and only on rows with a logged Task, drop stale Salesforce import previews, keep keys from the import row menu from opening the edit dialog, and document the Salesforce callback URL and OAuth variables 2026-10-04 09:10:37 +02:00