Commit Graph
562 Commits
Author SHA1 Message Date
Matthew Meszaros febe5bb0d7 feat: let the /connect code input accept a pasted ABCD-EFGH code by stripping the dash and lowercase through input-otp's pasteTransformer before its alphanumeric pattern check, which was rejecting the whole paste 2026-08-29 09:19:31 -07:00
Matthew Meszaros 41d52723b6 feat: rebuild the Warmbly Cloud /connect approval page on the auth screen's sky as a three step card (code, review, linked) with the OTP slot input for the ABCD-EFGH code, the requesting instance shown as an identity card with a live instance-to-cloud diagram, workspace choice as selectable rows instead of a native select, inline unknown-code recovery, and a way back to the instance once linked 2026-08-29 09:13:46 -07:00
Matthew Meszaros 315509d0da 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) 2026-08-29 08:48:13 -07:00
Matthew Meszaros d621d9b79b 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 2026-08-29 08:41:34 -07:00
Matthew Meszaros 152f626469 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 2026-08-29 08:34:22 -07:00
Matthew Meszaros c8a5da999b feat: drop the webhook step from onboarding (nobody wires a webhook on first sign-in) and make the self-hosted cloud step minimal: a two-line pitch that says it is about warmup, no button of its own, Get started requests the code and turns into Waiting for approval until the link lands, Skip for now stays 2026-08-29 08:21:46 -07:00
Matthew Meszaros b053a1ca80 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 2026-08-29 08:05:11 -07:00
Matthew Meszaros b75fdcf86c Merge remote-tracking branch 'origin/main' into feature/self-hosted-warmup-pool-access
# Conflicts:
#	internal/scheduler/warmup_scheduler.go
2026-08-29 07:10:38 -07:00
Matthew Meszaros 37b60b59d3 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 2026-08-29 07:09:04 -07:00
Matthew Meszaros 5821fc2a1c 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 2026-08-29 04:38:35 -07:00
Matthew Meszaros 9fd9e082ae feat: address Greptile on PR #260 by only linking meeting join_url values whose scheme is http or https in the contact timeline (both the meta Join link and the expanded detail), projecting the campaign's daily ramp advance in memory before the read-only next-send preview so a preview on a new UTC day budgets with the level the next scheduler pass will persist (with a unit test), and trimming the campaign-state model, preview and service comments to one-line invariants 2026-08-29 03:51:24 -07:00
Matthew Meszaros 896dc4fe3c feat: merge origin/main (campaign lead engagement filters, contact export org scoping) into the issue #255 branch, keeping both the engagement and the next-action sections of the campaigns guide 2026-08-29 03:40:13 -07:00
Matthew Meszaros a4739b63ec feat: add first-touch contact source attribution (migration 000106: contacts.source with a CHECK, source_detail, first_seen_at, existing rows stamped unknown) stamped at every creation site (dashboard manual/campaign, file import, Google Sheets sync, API key, AI assistant), write contact_created / campaign_added / campaign_removed / category_added / category_removed lifecycle events into contact_activities inside the same transactions as the links and merge them into the contact timeline, refactor FindNextRoutedPair's routing into a campaignRouter shared with a per-contact RouteContact and split CalculateNextCampaignTime into campaignSenders + placeCampaignSend so a read-only PreviewContactSend derives a contact's next step through the scheduler's own constraints, expose it as GET /contacts/:id/campaigns behind the contact service, render a per-campaign state panel, Campaigns/Lifecycle filter chips and expandable event rows in the Activity tab plus a Source section on Overview, cover it with TestLive* for the timeline events and the next-action preview (step wait, sending window, paused), and document it in the contacts, campaigns and API reference docs (issue #255) 2026-08-29 03:28:16 -07:00
Matthew Meszaros 27630eec0a feat: add website visitor tracking for issue #255 with migration 000106 (website_tracking_settings, website_visitors, website_page_hits, all registered in the orgtransfer spec), a consent-gated dependency-free tracking.js served by the Rust tracking service with a rate-limited, size-capped, prefetch-filtered POST /p ingest that forwards to a new backend internal page-hits endpoint for server-side user-agent and GeoIP enrichment, contact identification only through the click ticket the redirect appends to registered hosts, a per-workspace retention job, page_hit events with an expandable detail view in the contact Activity timeline, a Settings > Website tracking page for the snippet and consent, location and retention configuration, realtime PAGE_HIT fanout, and a website tracking guide plus endpoint, export and configuration docs 2026-08-29 03:25:50 -07:00
Matthew Meszaros d67cdb8562 feat: add recipient-level engagement to the campaign Leads view by adding an engagement search filter (opened, not_opened, clicked, not_clicked, replied, not_replied, bounced) that composes with lead_status as AND and rejects unknown values with stable 400 codes, counting only human opens so machine opens never read as engagement, adding contacted/opened/clicked/replied_any totals to lead_counts, rendering Opened/Clicked/Replied columns and clickable server-backed status and engagement chips in the Leads table with matching Filters sheet sections, offering lead_status/lead_opened/lead_clicked/lead_replied export columns from a campaign, covering every filter value with a live Postgres test, and documenting the columns, filters, error codes and export fields (issue #250) 2026-08-29 03:12:02 -07:00
Matthew Meszaros d9b4220bf0 feat: drive the resting notice in the mailbox drawer off warmup_health presence, which is the pool row the rebalancer reads, instead of warmup_status, which stays present for paused or unentitled warmup, condense the new lifecycle and drawer comments to one line, and correct the mailboxes guide so it says a rest ends without a signal only when the mailbox leaves its pool, since pausing warmup keeps it there 2026-08-29 02:09:49 -07:00
Matthew Meszaros 3552fffae1 feat: stop stranding a resting mailbox whose warmup stopped by letting lifecycle.Decide run the rest clock on an unknown health signal and resume the mailbox after the 72h window instead of re-stamping probation on every tick, make POST /emails/:id/release the manual exit from resting with its own reason, add a Put back into campaigns action and warmup-aware copy to the resting notice in the mailbox drawer, and document the automatic and manual exits in the mailboxes guide, API reference and endpoint map (issue #243) 2026-08-29 02:04:18 -07:00
Matthew Meszaros 35e8f95f2a feat: make a release from the mailbox hold land where the rebalancer would put it by running lifecycle.Decide against the mailbox's current warmup health through a new GetLifecycleCandidate repository read, so an unhealthy mailbox goes straight to resting instead of sending cold for up to an hour before the hourly pass rests it again, report that outcome in the drawer toast and the API reference, and condense the new hold comments in the email service, backend wiring, repository, hook, client and drawer to the one-line form the repo convention asks for 2026-08-28 23:30:15 -07:00
Matthew Meszaros 5c832461b0 feat: wire the unreachable reserve send-lifecycle state to a real per-mailbox hold (POST /emails/:id/hold and /release behind manage_emails and WRITE_EMAILS, SetSendHold on the email service forcing the lifecycle past the rebalancer guard, a Hold from campaigns toggle on the mailbox drawer's Overview tab with the reserve notice rewritten to point at it, warmblyctl mailbox hold/release, and docs in the mailboxes guide, API reference and scope map), and drop the warming state nothing ever set from the model, the web type, the docs table and the DB check via migration 000104, which folds any legacy warming row back to active 2026-08-28 22:47:31 -07:00
Matthew Meszaros bb5809a035 Merge remote-tracking branch 'origin/main' into fix/issue-247-report 2026-08-28 22:12:18 -07:00
Matthew Meszaros 3d72c7386e feat: condense the explanatory comments on the signature editor DOM sync, the patchEmailLists cache helper and the org-scoped auth-check lookup to the one-line form the repo convention asks for 2026-08-28 22:09:18 -07:00
Matthew Meszaros 6da2c3dfaa feat: fix the three mailbox Settings bugs from #247: patch both cache shapes under ["emails", "list"] (paginated pages and the flat directory array) through one patchEmailLists helper so saving, removing, warmup lifecycle and tracking-domain writes no longer crash on undefined.map, stop rewriting the signature editor's contentEditable innerHTML on every keystroke so the caret stays where the user is typing, and scope the auth-check GET/POST handlers by organization instead of user id so the SPF/DKIM/DMARC check stops returning 404 2026-08-28 22:05:41 -07:00
Matthew Meszaros ec7b7bbed3 feat: count anchors and bare URLs together instead of taking the larger of the two, so three labeled links plus three written-out URLs no longer score a clean 100, clear the editor's pending flag when the draft is emptied mid-request since the cancelled request's finally can no longer do it, fail the preflight content check when a campaign's attachments cannot be read rather than scoring as if there were none and passing copy the send path then warns about, and condense the new comments to the one-line form the repo convention asks for 2026-08-28 21:59:53 -07:00
Matthew Meszaros 4ddcb24bcd feat: make the campaign content check actually fire, fixing a link cap that counted zero links on every HTML email because the URLs live in href attributes that tag-stripping discards, a preflight that scored wait and action nodes as copy and so failed every campaign using one at 55/100 because GetSequencesByCampaignID never selected the kind column, a content_warning log level of "warning" that never matched the dashboard's "warn" amber tier, an unvalidated min_content_score an API caller could set to 5000, attachments the send path scored but preflight ignored, and a docs claim of live editor scoring that was really a manual button 2026-08-28 21:54:29 -07:00
Matthew Meszaros 9f23c663c4 feat: give a cold mailbox a rotation lifecycle so a tired one can rest (#237)
* feat: give a cold mailbox a rotation lifecycle so a tired one can rest and come back, instead of running at full volume until a hard band trips: send_lifecycle is warming, active, resting or reserve and decides whether cold sender resolution offers the mailbox at all, which is a different axis from risk_band deciding which worker and IP host it, so a resting mailbox is still a clean-band mailbox that keeps its warmup traffic and its reputation; the hourly rebalancer rests a mailbox at throttled and worse but never at watch, since watch is defined as the band that changes nothing a customer can feel and leaving cold rotation is very much something they feel, and a rested mailbox returns only after three clean days so one good hour cannot bounce it back to full volume; reserve is the owner's hold and is never overridden, the default is active so no existing mailbox changes on deploy, and the state never travels in a workspace archive because it is this instance's decision about sending it watched

* feat: stop a query error re-admitting rested mailboxes, make probation measure healthy time, and rotate the candidate window so no mailbox starves: sendLifecycles returned a nil map on failure and an unresolved state reads as active, so one bad query quietly put every resting and reserved mailbox back into cold rotation, and the gate is now applied only when the states were actually read, with the skip logged rather than silent; ReadyToResume measured total time resting, so a mailbox that sat unhealthy for three days resumed on its first healthy tick having served no clean time, and an unhealthy evaluation now restarts the streak; and ordering candidates by send_lifecycle_since put every never-moved mailbox equal-first, so on an install with more than one page of them the same page was re-examined forever, which a checked-at stamp and its index fix
2026-08-28 12:08:52 -07:00
Matthew Meszaros 8ef6ee5545 feat: measure an uploaded list at import, and say what it looks like (#236)
* feat: refuse a launch whose list is known to be largely undeliverable

* feat: count the deliverable audience in SQL instead of subtracting two overlapping totals, surface the unverified advice, and stop a query error skipping the gate silently: a contact can be both suppressed and unsubscribed, so Total minus both removed it twice and inflated every share computed against the remainder, which for a fully overlapping list produced a negative deliverable clamped to zero; the unverified-list branch set a summary and remediation but neither Block nor Warn, and a preflight report only surfaces checks that did not pass, so that advice could never be displayed; and a failed audience query was treated as a pass, which is fail-open on a safety gate without even a log line saying the check did not run

* feat: measure an uploaded list at import time and report what it looks like

* feat: document the import assessment and show it in the wizard

* feat: count only sendable leads as invalid, and stop guessing which column held a malformed address: an invalid lead that was also suppressed sat in the numerator while Deliverable excluded it from the denominator, so a campaign whose sendable list was clean could project above 100% and be refused; every verification count now shares the deliverable predicate, and a row whose MAPPED address will not parse is recorded as malformed directly rather than scanning other cells for an at sign, which could pick up a notes field
2026-08-28 11:50:48 -07:00
Matthew Meszaros b019174910 feat: give an organization one fused abuse posture (#233)
* feat: give an organization one fused abuse posture, because every existing control watches a single subject and an actor slightly wrong on several axes sits under all of them: organizations gains risk_state, risk_score, risk_reason and an append-only risk_signals evidence blob, modelled on the warmup participant health machine that already works rather than a second vocabulary for the same idea; restricted cuts per-mailbox cold volume to a quarter and forces the free warmup pool so a risky tenant cannot spend the paid pool's shared reputation, suspended stops sending at the send gate, and watch deliberately changes nothing a customer can feel so evidence accumulates before anything is taken away; an operator's suspension outranks the derived band so a detector clearing cannot release a workspace a human suspended, transitions ride the audit spine to every teammate's dashboard, a banner says which limit is active and why rather than letting volume drop silently, and the posture never travels in a workspace archive since it is one platform's verdict reached from evidence the destination never saw

* feat: make the suspension actually stop sending, and emit the audit transitions the PR claimed: emailsend.SendEmail is only the manual and API path, so campaign and warmup sends went nowhere near the gate and a suspended workspace kept sending on its schedule, while the restricted multiplier floored every mailbox at one a day which quietly turned suspension into a trickle rather than a stop; the campaign scheduler now defers the whole campaign with a reason and the warmup task skips as org-suspended, since warmup is outbound mail from the same domains; separately the band change emitted no audit entry at all despite the entity type and the frontend spine entry both existing, so no banner moved for a teammate and there was no trail of who was restricted when, and only a real transition is logged so a detector re-recording the same finding cannot fill the feed; one of my own live tests also asserted how far out a slot lands, which depends on the hour the suite runs, and now asserts the property it was about

* chore: drop a test that belongs to the signup-risk change and reached this branch by mistake, where the type it exercises does not exist
2026-08-28 11:20:19 -07:00
Matthew Meszaros b9cce2fbdc feat: ease a graduating mailbox into cold volume (#231)
* feat: ease a graduating mailbox into cold volume instead of handing it the full cap the day it joins a campaign: cold sending read warmup HEALTH but never whether the mailbox had actually warmed enough, so one at its 40/day warmup ceiling could send 50 cold the next morning, which is the post-warmup spike providers penalise; effectiveCap gains a min() term that starts the mailbox at 5, 10 or 20 a day by how long it warmed and adds 5 per clean day toward its own cap, freezing on a spam placement through the same union-of-freezes the warmup ramp uses, anchored by a new cold_ramp_started_at stamped idempotently on the first cold send and reset on org import because it raises a ceiling the destination never watched being earned; mailboxes that never warmed are not gated, since capping senders who never opted into warmup is a different decision from smoothing the transition out of it

* feat: anchor the graduation ramp on a CONFIRMED send, and make the hold the drawer reports the hold the scheduler applies: stamping cold_ramp_started_at at dispatch started the clock on a send the worker then failed, so a mailbox climbed on days it had not proven anything, and the stamp moves to the worker's EMAIL_SENT; separately the drawer computed its hold over every placement while ColdCeiling only counts placements after the first cold send, so a placement predating the ramp read as paused while the scheduler kept climbing, and both now go through one ColdHeldUntil

* fix: restore the Callout closing tag my conflict resolution dropped, which types:check and lint both pass and only pnpm build catches
2026-08-28 10:47:03 -07:00
Matthew Meszaros ca5acb5aaf feat: score campaign copy as sent, not just as written (#229)
* feat: score campaign copy where it actually matters, on the message the recipient receives rather than only the template in the editor: warmlint.Score already ran at save time through /templates/score, but nothing checked the copy after merge fields, spintax, A/B selection and AI blocks resolved, which is exactly where a clean template becomes Hi comma or picks the one spammy spintax branch; the send path now scores the rendered message and writes one campaign-feed warning per step per day rather than one per recipient, RunPreflight gains the same check across every step, warmlint gains image-heavy, many-images and attachment heuristics, and the whole thing is advisory behind Settings > Sending > Content checks; the launch dialog also finally calls POST /campaigns/:id/preflight, whose report had no UI at all and so never reached the person about to send

* feat: fix three defects the review found in the content lint: a preflight run that could not read the campaign's steps left the worst score at 100 and reported the check as PASSED, which is the one outcome a check that did not run must never produce, so it now reports failed with the reason; the send-time path read organization settings while preflight read campaign-effective ones, so a campaign that turned the check off or moved its floor was still warned, and EffectiveSettings is now exposed and used by both; and the check-then-insert dedupe let concurrent recipients of the same low-scoring step each find nothing and each write, so it becomes one advisory-locked conditional insert proven by twelve racers producing exactly one feed entry
2026-08-28 10:29:39 -07:00
Matthew Meszaros bc9978dab3 feat: feed per-provider placement back into warmup partner routing (#228)
* feat: feed each sender's per-provider spam placement back into warmup partner selection, so a mailbox failing only at Microsoft stops being handed Microsoft partners instead of waiting for an aggregate band to trip: pickWeightedPartner weighted on inverse domain frequency and routing rules alone, while PoolSpamPlacementsByProvider's segmentation only ever reached the admin overview; the new per-sender query keys on who RUNS the recipient's mail via models.ClassifyProvider rather than email_accounts.provider, because that enum collapses every custom host into smtp_imap which is exactly the bucket the signal matters in, and the weight multiplies by 1/(1+4*rate) with a five-send floor so a failing provider is downweighted but never excluded, since a sender that stops mailing a provider can never discover it recovered

* feat: stop failed warmup sends flattering a provider's junk rate, and stop a re-admitted partner sidestepping the penalty: a warmup_tokens row is written before the send leaves, so counting every token put failed sends in the denominator and understated the rate exactly when the sender was doing worst; the send count now joins tasks on status = completed, and GetPoolParticipantProviders is read unfiltered because that map only resolves a candidate's provider and never decides eligibility, so a just-unblocked partner missing from it scored an unpenalized 1.0

* feat: move the campaign content-lint work off this branch, where it landed by mistake: the pre-send scoring, its preflight check and the warmlint image and attachment heuristics belong to the content-lint change and are unrelated to per-provider partner routing, so this branch now carries only the routing signal it is about
2026-08-28 10:20:35 -07:00
Matthew Meszaros 7a8406e35a feat: close the warmup ramp loop with an early-signal hold (#227)
* feat: close the warmup ramp loop so an early spam placement holds the mailbox instead of letting it climb into the wall: every band in evaluateMetrics needs a sample floor before it can trip (20 warmup sends in 7 days, 100 delivered in 30), which a mailbox in its first fortnight never reaches, so one landing in junk on day three kept adding an email a day until it had sent enough to be judged; a placement inside 48h now cuts the day about a quarter and holds the ramp where it stood, and the resume subtracts the frozen days rather than catching them up because climbing three steps in one morning is the spike the hold exists to prevent; the ramp arithmetic moves into internal/app/warmupramp so the mailbox drawer reports the target the scheduler will actually act on instead of its own private copy, and says which signal cut it and when it resumes

* feat: fix three defects the review found in the warmup ramp hold: the ramp is now elapsed days minus frozen days rather than a level held at the newest placement, because MAX(created_at) meant a second placement arriving mid-hold RAISED the held level and a mailbox landing in junk repeatedly ramped up; the early-signal cut and the health band are resolved in one shared warmupramp.Resolve so the scheduler's health gate and the dashboard's ungated copy can no longer disagree about the same mailbox; and the hold is reported for the whole 72h freeze instead of only the 48h cut window, so a mailbox between the two no longer shows a ramp that has stopped climbing with nothing to explain it
2026-08-28 10:06:19 -07:00
Matthew Meszaros b83a1a3ce5 feat: make send-time optimization actually schedule sends (#226)
* feat: make send-time optimization actually schedule sends, instead of being a documented setting with no caller: advanced.OptimizeSendTime had zero call sites anywhere in the codebase, so an org that enabled send_time_optimization through PATCH /outreach/settings changed nothing about when its campaign mail left, and the API reference said so in a callout; the campaign scheduler now resolves the recipient's timezone from the contact's timezone custom field, then the country-code suffix of its email domain, then the org fallback, and holds the slot until that clock reaches a preferred hour, raising hardFloor so the task handler reschedules rather than sending immediately, the snap is forward-only and never crosses the campaign end date, the default flips to off so no existing workspace silently re-times its sends, and Settings > Sending gives the block its first UI

* feat: stop the recipient-hour gate deferring a send forever, and fix the window parser that silently disabled every campaign schedule: recipientSlot now searches for a moment BOTH calendars accept and yields when they never meet, because raising a hard floor at an hour the sender cannot serve made every tick re-derive it, defer, wake in the sender's window and defer again; separately parseTimeOfDay accepted only the 15:04 layout while start_time, end_time, warmup_start_time and warmup_end_time are Postgres time columns pgx renders as 09:00:00.000000, so every read parsed to 0 and effectiveWindows read that as unconstrained, leaving both the campaign sending window and its day-of-week gate off for every campaign on the legacy fields and pinning warmup to its 08:00-20:00 fallbacks; Settings > Sending also gains the MANAGE_SETTINGS gate a direct visit needs
2026-08-28 09:46:39 -07:00
Matthew Meszaros 029bc27bfd feat: bind a browser sign-in to the browser that started it, so a handoff link cannot be forwarded: one-time state proves the callback answers a request this server made, not one THIS browser made, so anyone could run the flow against their own Google or OIDC account and send the resulting URL to someone else, whose browser would then hold the sender's session (RFC 9700 4.7.1); begin now mints a binding secret that never reaches the provider and never appears in a URL, the callback carries it into the handoff, and the exchange refuses a collection that cannot present it with sso_wrong_browser, while the comments this PR added are condensed to the constraint they exist to state 2026-08-28 01:44:39 -07:00
Matthew Meszaros 299634777b feat: make the contacts and campaign leads bulk-action bar visible the moment rows are selected, instead of parking it below the fold: the bar was absolutely positioned inside a wrapper that grows with the table, so on a campaign's Leads tab selecting leads appeared to do nothing until you scrolled past every row; it is fixed to the viewport now, which is what the floating selection bar was always meant to be 2026-08-28 01:33:08 -07:00
Matthew Meszaros 9ab42cfd65 feat: build the browser half of social sign-in, which was never wired: GOOGLE_CLIENT_ID was read at boot and made the login screen render a Google button, but the button opened a popup at /auth/google/login which no route served, and authService.GoogleAuth/AppleAuth had no caller anywhere in the codebase; internal/app/socialauth now runs Google and Apple through the flow generic OIDC already used (one-time state, PKCE, nonce, id_token verified against the provider JWKS, identity keyed on issuer and subject, JIT provisioning, the ban and 2FA gates), the redirect URI defaults to API_PUBLIC_URL/v1/auth/<provider>/callback and is logged at boot because registering the dashboard origin instead is the mistake that produces a valid OAuth client and a dead button, /auth/config advertises only providers the backend can actually complete, the SSO landing page no longer swallows a two_fa_required response, and OIDC_PROVIDER_NAME finally reaches the button it documents 2026-08-28 01:33:08 -07:00
Matthew Meszaros bd435a2687 feat: tell the worker to drop a mailbox the customer disabled or disconnected, the two paths #217 left out: emailService.Update now publishes REMOVE_EMAIL when a status leaves active (and re-ships the mailbox when it returns to active instead of waiting on the reconciler), Delete publishes it before the row goes and refuses to delete when it cannot, since after the row there is no assignment left to read; delete also stopped failing outright, because tasks and warmup_admin_actions referenced email_accounts with no delete action so disconnecting anything that had ever warmed up or sent a step raised a foreign key violation (migration 000098), read the mailbox through an org-scoped query while passing a user id so the warmup pool cleanup, realtime event and webhook never ran, and never refunded the worker's account count or load score 2026-08-28 00:40:39 -07:00
Matthew Meszaros e189320d28 Merge remote-tracking branch 'origin/main' into fix/issue-207-reported-defects 2026-08-27 03:56:42 -07:00
Matthew Meszaros fc42f55f70 feat: give the dashboard content panel a Suspense boundary and a scroll reset in AppShell, because router navigations run inside a transition so any page that suspends without a boundary of its own commits an empty panel that only a reload recovers, and because the shell scrolls an inner div that nothing put back to the top between routes, and pin both plus the campaign tab bar swapping Overview, Leads and Steps with a test that mounts the real shell around the real campaign routes 2026-08-27 03:46:05 -07:00
Matthew Meszaros 7d3ef6e1f8 feat: gate the Google Sheets sync wizard's Continue on the same mappingProblem check the file importer uses, so a saved sync source with an unusable custom-field name is caught on the mapping screen rather than by the API when the source is written 2026-08-27 03:45:59 -07:00
Matthew Meszaros c11660a685 feat: make the contact import wizard catch a bad column mapping before the upload instead of after: picking "Use as custom field" pre-fills the name from the column header so "Company Mobile" needs no typing at all, a name the API would refuse is flagged inline on the field, Continue is blocked with the specific reason rather than only on a missing email column, a "Keep N more as custom fields" action claims every unrecognised header in one click instead of a dropdown per column, and the result step says "1,000 of 1,500" when the API truncated the error list 2026-08-27 03:45:55 -07:00
Matthew Meszaros 3fafe276a9 feat: mirror the server's custom-field name rule in web importShared with normalizeCustomKey, isValidCustomKey, suggestCustomKey (which turns a spreadsheet header such as "Revenue ($)" into a name the API accepts) and mappingProblem, which returns the first reason a column mapping cannot be committed in the same order the server checks it, plus unit tests pinning the two rules together 2026-08-27 03:45:50 -07:00
Matthew Meszaros 995ca1697b feat: teach the shared TextInput primitive an invalid flag that paints our own red hairline and sets aria-invalid plus a title for the reason, so a rejected value is shown in the dashboard's theme rather than a browser default, and declare errors_truncated on the ImportResult client type 2026-08-27 03:45:46 -07:00
Matthew Meszaros bb1f96ba79 feat: shorten the new socket lifecycle comments in SocketProvider, RealtimeManager and their channel tests to the one-line constraint-stating form CLAUDE.md asks for, since the implementation narrative they carried is already in the PR description and the regression tests 2026-08-27 03:10:36 -07:00
Matthew Meszaros dc1746aa2d feat: fix the dashboard socket layer's channel bookkeeping so a topic held by two surfaces survives one of them unmounting and a workspace switch actually leaves the old organization's channel: leaveChannel deleted the whole channelsRef entry, and that entry owns the handler map, so every other subscribeToChannel registration on that topic died with it and the unsubscribe closures they held pointed at an orphaned Set, meaning the first component out silently deafened the second; it now refcounts holders in holdersRef (incremented before joinChannel's already-joined bail-out, so the second surface to ask for a live topic is actually counted) and only the last holder out leaves, resets the entry in place instead of dropping it while subscribers remain, discards it from the unsubscribe closure once nothing is listening and nobody holds the join, sends phx_leave only for a channel that was really joined or joining, and drops the pointless 'leaving' state flip that was set and nulled in the same tick and read by nothing; refcounting alone would have been actively harmful, because RealtimeManager's org effect joined with no cleanup and re-ran on every isConnected false->true cycle, so the count climbed on every reconnect and never returned to zero and switching workspaces would decrement without leaving and keep feeding the client the previous organization's events, so that effect is now balanced with a cleanup matching the user-channel effect above it and prevOrgIdRef is gone, which also fixes a latent defect of its own where switching organizations while the socket was down left the old topic in desiredTopicsRef and rejoinChannels brought the abandoned workspace back on reconnect; covered by 11 new tests over the fake-socket rig, including a real RealtimeManager mounted against the real provider, and each combination of half-fixes fails the matrix 2026-08-27 02:53:33 -07:00
Matthew Meszaros 42ddb78e60 feat: make the realtime service survive a client that spams channel joins, and stop both clients from being that client: ws_join is now spent per phx_join in a shared RealtimeWeb.ChannelGuard that every channel runs BEFORE its Auth lookup (it was only ever spent on the socket handshake, so an established socket could issue unlimited joins and each one cost a Postgres query), handshakes move to their own ws_connect bucket so a reconnect storm cannot eat the budget a client needs to rejoin with, the retry_after_ms hint now points at the next window instead of shrinking as overage grew, every channel's join rejection carries the numeric code the API reference already promised (plus 4005 for a malformed topic), BulkChannel only pushes an event to the user who owns the operation instead of to anyone who guesses the id, and the web and admin clients treat a rate_limited join as transient (wait out the hint, keep the socket) while backing off per-channel rejoins on a decaying schedule rather than reconnecting on the 120ms floor forever; adds an ExUnit suite for realtime and a vitest suite for admin, both wired into CI 2026-08-26 21:14:34 -07:00
joao-crm f82e3c3402 feat: stop the realtime socket tearing down and rejoining a channel on every render, which made one open campaign page issue about 400 channel joins per second and saturate the realtime service: the provider's context value is now memoised instead of an inline object literal, and useChannel/useChannelEvent depend on the stable joinChannel/leaveChannel/subscribeToChannel callbacks and on params BY VALUE rather than on the whole context, so channelStates re-rendering the provider no longer re-runs the effect that owns the subscription 2026-08-27 03:05:15 +00:00
Matthew Meszaros 0a8c3314d0 feat: stop one undeliverable address from wedging a whole campaign, and stop the pre-send verifier from inventing the verdict that caused it: campaign routing in FindNextRoutedPair now excludes contacts whose address verification refused them (invalid, or risky with the campaign's send-to-risky toggle off) because the pre-send gates in campaign_task.go skip those without recording progress, so the finder re-served the same lead every tick and the campaign never reached the healthy leads behind it; the SMTP prober no longer reads every 5xx reply to RCPT TO as a dead mailbox, since Postfix defers HELO/sender/policy rejections to RCPT time and the old default greeting of localhost made them arrive as 504 5.5.2 Helo command rejected against the recipient, so a 5xx now becomes invalid only when the reply names the recipient and degrades to unknown otherwise; the HELO name falls back to the APP_URL host and the probe is skipped outright without a public FQDN; migration 000095 resets the verdicts the corrected classifier would no longer reach so poisoned contacts are re-verified; and skipped leads now report as undeliverable in the Leads view and in the campaign completion log instead of sitting at Queued forever 2026-08-26 06:03:20 -07:00
Matthew Meszaros 8953b2a132 chore: delete repository junk that was never referenced by anything: the paseo worktree-tool config, the root .astro type output an astro run from the repo root left behind, the empty schema.sql, the stray root package.json plus pnpm-lock.yaml from an accidental pnpm add motion (every frontend tree owns its own manifest and lockfile, and CI only ever reads those), the zero-byte cmd/consumer/envsample, the empty web CampaignSearchProvider.tsx, six Go files holding nothing but a package clause, and models.WMailAdd which had no callers; root .gitignore now covers each of them so they cannot drift back in 2026-08-26 04:55:45 -07:00
Matthew Meszaros d396f53fc4 feat: add Delete and Duplicate campaign actions to the dashboard (issue #185): every campaign row and the detail header get a ⋯ menu (Edit, Duplicate, Start/Pause, Delete) plus a Delete card at the bottom of Settings, all permission-gated with a confirm that spells out what goes; DELETE /campaigns/:id is now organization-scoped instead of user_id-scoped so teammates can delete, runs in one transaction that also deletes the campaign's pending tasks and cancels a wakeup tick claimed at that moment (campaign_tasks only nulls its link, so those rows kept firing), removes attachment objects and publishes CAMPAIGN_DELETED so a teammate's open detail page is sent back to the list; new POST /campaigns/:id/duplicate copies the campaign row as a draft with steps and their branch graph rewired onto new step ids, tags, folders, senders with rotation reset, A/B variants, advanced settings and attachments (quota-checked, blobs undone if the copy fails) and none of the leads, progress, logs, counters, ramp level, guardrail trip or past dates, naming it (copy)/(copy N) inside the 50 byte cap without splitting runes; a claimed campaign tick whose campaign vanished now ends the chain instead of staying active forever; covered by TestLiveCampaignLifecycle* against real SQL, RemapBranchTargets and duplicateName unit tests and a react-query vitest for the list cache, with API reference, endpoint map and campaigns guide updated 2026-08-25 08:54:51 -07:00
Matthew Meszaros 560776619c feat: fix adding a contact to a campaign so the lead is actually created and shows up on the campaign Leads tab: contact writes matched campaign membership on campaigns.user_id, so a member adding a contact to a campaign a teammate created selected no rows and the API answered 200 having done nothing, and GetDetail rendered the contact 360 through the same filter so existing memberships read as empty; Update, Add and the GetDetail badge subselect now scope on organization_id, the membership diff runs as one statement per direction with UUID-validated ids, and the response always re-reads membership so an unrelated field edit no longer returns campaigns:null; on the dashboard the Leads tab is a ["contacts","list"] search scoped to one campaign, and useUpdateContactsBulk patched rows under a ["campaigns","list"] key that holds no contacts and invalidated nothing, so the cached lead-less result survived its 5 minute staleTime and only a search (a new query key) appeared to find the contact, so every contact mutation hook now invalidates ["contacts"] and ["campaigns"] from onSuccess, covered by TestLiveContact* against real SQL and a react-query test that fails on the old hooks 2026-08-25 07:55:15 -07:00