Commit Graph
792 Commits
Author SHA1 Message Date
Matthew Meszaros ffd27bc46d fix: stop every out-of-office notice and bounce opening a high-priority CRM follow-up by classifying machine replies from their headers and gating the task on a per-intent setting, and give the Tasks page multi-select with select-all-matching, bulk status, priority and delete over new PATCH and DELETE /crm/tasks endpoints (issue #471) 2026-09-14 12:20:47 -07:00
Matthew Meszaros 8d790ede6c feat: send from any address Google has verified a Gmail mailbox to send as and import the signature its owner already wrote in Gmail, reading both through gmail.settings.basic at connect and on demand via GET/POST /emails/:id/identity, validating the choice against the provider's own list in the service and again inside the UPDATE, clearing it when the provider stops verifying it, and never applying it to warmup (#514) 2026-09-14 10:13:36 -07:00
Matthew Meszaros 13e9ce8e10 feat: hold a lead whose mailbox answers out of office until they are back, resuming at the return date it names, plus a manual per-contact pause in one campaign that unsubscribing and the suppression list were the only stand-ins for 2026-09-14 09:26:06 -07:00
Matthew Meszaros b9a98cef8f feat: rebuild the unified inbox as three columns with no metric strip, a flattened scope rail with one row language and bare counts, three-line conversation rows carrying an unread dot in the gutter instead of an avatar and bar, a subject-first thread header with icon-only actions, a filter popover that applies on the spot and shows each added filter as a removable chip that never repeats what the current view already fixes, and real loading throughout: a delayed progress bar over dimmed stale rows, row-shaped skeletons for first load, next page and the thread reader, and optimistic row removal so archive, delete and snooze land instantly 2026-09-14 08:26:03 -07:00
Matthew Meszaros c28f915648 feat: erase everything a disconnected mailbox leaves behind, revoking its OAuth grant at Google and deleting its stored message bodies through a durable retried queue, cascade the nine mailbox foreign keys that had none so warmup receipts, tampering events and provider message maps stop outliving the mailbox, clear thread labels and snoozes on conversations the delete emptied, make workspace deletion possible at all by cascading the four organization foreign keys with no delete action, and put Disconnect in the mailbox row menu and a Settings danger zone since it was only reachable from the selection bar (#506) 2026-09-14 07:55:01 -07:00
Matthew Meszaros d74d5e6836 fix: retire the warmup spam score, a counter that grew with volume rather than misbehaviour and that no band could act on (#508)
* fix: retire the warmup spam score, a ratchet that grew with volume rather than misbehaviour and that no band ever read, dropping the column from the pool row and the reputation ledger and explaining a pool finding with the band's own reason instead (#491)

* test: pin the advisor snapshot's pool columns against the scan, since the band's reason now reaches the finding through that select alone (#491)

* fix: hold a warmup sentence's score and reason with the sentence itself, keep the retired spam_score key on the published analytics payload as a deprecated zero, seed the sandbox with severity-shaped scores, and record the raw spam report when the warmup service is absent (#491)
2026-09-14 07:44:34 -07:00
Matthew Meszaros adfe4c17aa Self-hosted pool plan: a price the server resolves, and a checkout that reaches it (#494)
* feat: make the self-hosted pool plan buyable by resolving its Stripe price server-side behind a new /pool-link/offer and /pool-link/checkout pair, adding the plans.price_yearly column the yearly price id never had, and landing the instance's Unlimited button on a dialog that names the workspace and the billing period instead of a plans grid the non-public plan never appears in

* feat: apply the pool dialog's yearly default once per opening rather than on every offer result, so a background refetch cannot move the billing period out from under someone who already chose monthly
2026-09-13 21:22:12 -07:00
Matthew Meszaros 7300b3b021 feat: full PostHog coverage: identify the signed-in user and workspace in the dashboard and admin panel with autocapture, heatmaps, dead and rage clicks, web vitals, network timing, console capture and session replay masking only password fields, send server-side signup, trial and subscription events under the user id with the organization as a group, keep the marketing site and form pages cookieless while capturing everything stateless plus a form funnel, upload the form app's source maps, and add WARMBLY_POSTHOG_SESSION_REPLAY 2026-09-13 20:58:22 -07:00
Matthew Meszaros 6b6efca865 fix: campaign follow-ups opened a new conversation instead of replying in the contact's thread, so carry In-Reply-To/References and the Gmail threadId from the previous send, give every step a reply-in-thread switch, and let a threading step inherit the conversation's subject (issue #472) (#489) 2026-09-13 20:51:41 -07:00
Matthew Meszaros e49a7c4c3a feat: count only dispatched sends against a mailbox's sending profile, so deferral wake-ups and the campaign chain's next queued run stop spending the rolled daily plan (issue #469) (#475) 2026-09-13 06:47:42 -07:00
Matthew Meszaros 1c55b93afb Every shortcut the ? modal shows now runs, and both resize handles share one gesture (#487)
* fix: make the shortcuts modal and the key dispatcher one registry so a row that runs nothing cannot be written, wire j/k/gg/G/Enter/Escape and / to the screen that owns them instead of to store fields nobody wrote, unshadow g k, and give the assistant panel's resize handle the pointer capture, single store write, bounds and separator keyboard the unibox splitter already had

* fix: lock text selection for the assistant window's move and corner drags instead of cancelling their pointerdown, which took the compatibility mousedown with it and left every open popover on screen

* fix: keep a half-typed g sequence from swallowing a modifier combo, so g followed by Ctrl+K opens the command palette instead of navigating, and end the sequence when any other shortcut fires

* fix: word the inbox keyboard docs so they hold whichever way the conversation list is sorted

* fix: list the command palette combo at the end of the actions group in the shortcuts modal, where a modifier combo reads as a footnote rather than the first thing a bare-key list shows

* fix: release the page-wide selection lock from a window listener as well, so a floating-window drag interrupted by the panel unmounting cannot leave the whole app stuck at user-select none

* fix: drop the unused test-seam export from the shortcut action registry, which is the same unreferenced-helper shape this branch is deleting everywhere else
2026-09-13 05:28:34 -07:00
Matthew Meszaros 55d712579b feat: collapse the left navigation to an icon rail, drag the unibox conversation list against the thread, and remember the contact rail toggle instead of reopening it on every conversation (#479) 2026-09-13 01:09:29 -07:00
Matthew Meszaros 7f74664c72 fix: a granted plan unlocks nothing, and Turnstile never renders (#474)
* fix: let a granted plan unlock the dashboard, since the client decided paid from the Stripe status a managed subscription never touches, and replace the Turnstile size Cloudflare removed so the widget renders and can issue a token at all

* feat: tell people on a preview deployment that it is a public beta, once in a dialog and thereafter as a header pill they can reopen, driven by a config value rather than a hostname so one image stays reusable, and bind both Turnstile modals through onLoad because the component is not forwardRef and execution=execute never fires without the widget instance

* fix: keep the beta pill outside the desktop-only header group so the notice stays reopenable on a phone, and say in the docs that the value is baked into config.js at container start rather than read per load
2026-09-12 21:45:05 -07:00
Matthew Meszaros d8d929c3f0 fix: stop the contacts and campaign-leads table overflowing its panel on a long company name (#461)
Under auto table layout one long company name set its column's min-content and widened the table past the content panel, putting a horizontal scrollbar under the whole list; `truncate` on the `<td>` gave it nowrap with no width constraint and never rendered an ellipsis. Moves the table to table-fixed with a declared width per column and clipping in every cell, Name the one auto column so it takes all the slack, each free-text column truncating into a native tooltip that only appears where the text was actually cut off, and the column set restaged per breakpoint so the sized columns never sum past the panel at any width.

Also closes the pre-existing overflow at md/lg, where the Leads view's sized columns alone exceeded the panel regardless of content, and gives both status pills an accessible name below sm where the label had been display:none.

Closes #461.
2026-09-12 08:33:15 -07:00
Matthew Meszaros d456bc48c6 feat: fix the Warmbly Cloud pool link across both roles (#262): take an enrolled mailbox out of this instance's own warmup pool so local partners stop writing to it and their unverifiable warmup stops landing in the owner's unibox, recognise the cloud's warmup mail whose verify header did not survive delivery through a new warmup-deliveries lookup that ignores consumed_at because instance and cloud read the same mailbox, move the managed-mailbox access token route behind NODE_BROKER_TOKEN so the internet-facing tracking and forms services can no longer mint a live provider token, scope pause and resume to the caller's workspace, keep an enrolled mailbox listed once it goes inactive, release the cloud copy when the local mirror row cannot be written, refuse the one-time handshake when CREDENTIALS_ENCRYPTION_KEY is missing, blank an expired code's plaintext instance token, and stop errx answering 200 for a status outside its table 2026-09-12 06:58:25 -07:00
Matthew Meszaros c4aece241b feat: scope the tag, category and folder registries and unibox conversation labels to the organization instead of the creating user, so a teammate sees and can edit the labels the owner made, splitting a label two workspaces shared into one copy each and guarding every label write against ids from another workspace (#457) 2026-09-12 03:37:31 -07:00
Matthew Meszaros 47defafa09 feat: fix the six self-host defects reported in issue #439 (#456)
* feat: fix the six defects reported in issue #439 by mapping the IMAP UNAVAILABLE, INUSE and NONEXISTENT response codes to retry-level errors instead of a critical reconnect prompt, synthesising a stable no-msgid key so one message with no Message-ID header can no longer 400 the internal map endpoint and wedge every later sync pass with its cursors held, adding mailhtml.FromText and HasContent so an API or agent-created step with a plain body stops shipping the composer's empty div placeholder as its text/html part (derived on create and plain-only update, exposed as body_html on update_campaign_step, dropped at send and preview time, and refused at campaign start with empty_step_body), honouring sender_strategy='explicit' in ResolveCampaignSenderPool and ValidateCampaignReady so an emptied explicit pool parks the campaign instead of widening it to every mailbox in the workspace, making the paused_no_accounts auto-pause loud with an error log line, an error-level activity-feed entry and an org-scoped CAMPAIGN_PAUSED realtime pulse, gating the admin sign-in's Turnstile widget on GET /v1/auth/config so a self-host with CAPTCHA_PROVIDER=none is not locked out, and parsing NATS_URL down to its host:port so a credentialed bus URL no longer reports NATS down

* feat: act on the self-review of the issue #439 fixes by dropping the campaign wizard's own escapeHtml body_html builder, which entity-escaped the quotes in a conditional and made the template fail to parse at send time, and letting the backend's FromText render that part instead so wizard-written steps also get their bare URLs linked for click tracking, correcting the docs and openapi description that claimed an explicit sender pool never falls back when it still unions its tags as migration 000013 designed, extracting the duplicated blank-HTML-part guard into dropBlankHTMLPart shared by the send path and the preview, and recording why the no-msgid key keeps the folder name despite a RENAME changing it

* feat: address the CodeRabbit review on the issue #439 fixes by holding the admin sign-in's Turnstile widget unmounted until /v1/auth/config resolves so an instance with no route to Cloudflare cannot raise a widget error on a screen nobody submitted, failing StartCampaign closed when the sequence read errors rather than skipping both the malformed-template and empty-body refusals, giving TCPCheck the default port its protocol assumes so a portless NATS_URL is no longer reported down, leaving a URL that carries a merge field unanchored because the send path renders bodies with text/template and a quoted contact value would break out of the href, and correcting the sequences guide and the Campaign and CampaignUpdate openapi descriptions that named the wrong tag field
2026-09-12 03:13:38 -07:00
Matthew Meszaros dc9ce403de feat: stop one un-sendable lead parking a whole campaign and stop the contact drawer's next-action time walking forward on every refresh (issue #437): route up to config.CampaignPlacementCandidates due leads per pass instead of one, classify a placement refusal that belongs to a single lead (ESP-strict finding no mailbox for that recipient's provider, a bound lead inside its own mailbox's minimum gap or waiting for it to reopen, a recipient's send-time-optimized hours) as the new ErrLeadDeferred so the pass moves to the lead behind them and only defers the campaign when every candidate is refused, log the ESP-strict deferral once a day rather than once per refused lead per tick, and make PreviewContactSend a pure read that answers unchanged state identically on every call by running placement with the even-distribution, jitter, conflict-resolution, distribution-curve and sub-minute layers off, taking a behaviour profile's gap at its floor instead of drawing it, picking the mailbox deterministically instead of re-rolling rotation, reporting the next sending day's first open minute instead of a jittered twenty-four-hours-from-now, and reporting a due step's time as the campaign chain's own stored wakeup 2026-09-12 02:58:48 -07:00
Matthew Meszaros ea8d15374e Merge branch 'main' into feature/editor-image-links-and-buttons 2026-09-11 22:56:16 -07:00
Matthew Meszaros 1f1112fe93 feat: drop the AI edit's parked review selection when the popover closes, because a result that changes nothing commits no new value and so leaves the layout effect nothing to run on, and the range would then be worn by whatever unrelated edit commits next and yank the caret back into a rewrite the user had already dismissed 2026-09-11 22:42:50 -07:00
Matthew Meszaros f41eac289d Merge branch 'main' into fix/issue-432 2026-09-11 22:35:43 -07:00
Matthew Meszaros 4bf412c226 feat: decide the AI edit's No change signal from the value the composer will actually hold rather than from the model's answer, since a rewrite whose every added character falls past the body-length cap leaves the textarea exactly as it was and reporting Rewritten over an unchanged body is the one thing that signal exists to prevent 2026-09-11 22:30:32 -07:00
Matthew Meszaros ea321ebefb feat: put the AI edit's review selection back after React commits the value rather than before it, since React writes the textarea's value during commit and that write moves the cursor to the end, leaving the rewrite unselected and Undo's restored range never reaching the DOM, and strengthen the Undo test to assert the range a follow-up run targets instead of the restored value, which Undo sets regardless and which therefore pinned none of the behaviour the commit before it fixed 2026-09-11 22:22:55 -07:00
Matthew Meszaros af7256ac85 feat: address the third review pass on the Edit with AI fix by recording the range a rewrite replaced instead of working it back out of the lengths afterwards, because the composer's body cap can cut the tail off what was written and the old arithmetic then reconstructed a range that was never selected, so Again re-sent the wrong words and Undo restored the wrong selection, with a test mounting the real textarea host against a small cap to pin both 2026-09-11 21:33:46 -07:00
Matthew Meszaros 069ab15194 feat: address the second review pass on the Edit with AI fix by reading a markdown destination with balanced parentheses so a link the model normalises out of the angle-bracket form it was given comes back whole instead of truncated at the first paren with a stray one left in the copy, restoring only spaces and tabs around the model's answer so a selection that ran to the start of the next paragraph joins the two the way a paste would rather than gaining a blank paragraph nobody typed, and capping the completion at a flat 4096 tokens, above the 3072 it was and below the smallest completion limit in common use, because a request over a backend's own cap earns a 400 naming max_tokens that openAIProvider.adaptParams latches for the life of the process and degrades every later call 2026-09-11 21:21:40 -07:00
Matthew Meszaros 1bdd1da800 feat: address the CodeRabbit review on the Edit with AI fix by leaving the caret after text written at a collapsed position instead of in front of it (an insertion maps to itself unless the position associates rightwards, so continuing to type went before the insert), splitting the model's blocks one separator at a time so a blank paragraph the author used as spacing survives a rewrite instead of being swallowed by a greedy newline run, carrying a link destination that holds a paren or a space through in markdown's angle-bracket form rather than dropping the link, putting the author's boundary whitespace back on the model's trimmed answer in both hosts so a selection ending on a space does not glue the rewrite to the next word and "did anything change?" compares exactly what was written, and sizing the completion cap from the passage's own rune count so an 8000-rune CJK body is not truncated by a cap chosen for English 2026-09-11 20:23:53 -07:00
Matthew Meszaros 63440e9abb feat: pick a button's label colour by comparing both contrast ratios instead of testing luminance against a threshold, move the sky, emerald and amber swatches to the shade where a white label clears 4.5:1, and clamp the floating node bar inside every viewport edge rather than only the right one 2026-09-11 20:16:07 -07:00
Matthew Meszaros 6501cb599c feat: fix the "Edit with AI" rewrite in the campaign body and the unibox composer for issue #432 by running /generation/edit on a new generation.BuildEditRules system prompt through AIProvider.Complete instead of the cold-outreach writer prompt that redefined the model's role, capped it at 80 words and imposed a five-part email skeleton on every instruction, raising the completion cap so a full-body rewrite is no longer truncated at 1024 tokens and counting the request limits in runes rather than bytes, carrying merge variables, AI blocks, conditionals, form links and link destinations through the round trip in web/src/components/app/ai/richTextPassage.ts instead of deleting every atom node via doc.textBetween, replacing the passage with paste semantics so a phrase rewritten inside a sentence stops splitting its paragraph into three, saying "No change" when the model hands the passage back untouched, and clamping the floating AI card to the surface it is editing so it no longer draws outside the step drawer over the flow canvas 2026-09-11 20:04:32 -07:00
Matthew Meszaros 3ee636e2e6 Merge branch 'main' into feature/editor-image-links-and-buttons 2026-09-11 20:01:18 -07:00
Matthew Meszaros 7ff9f4d2c6 feat: let a campaign body image carry a link and add a call-to-action button to the editor toolbar, both rendered as mail-safe markup (an anchor-wrapped img, a one-cell table whose cell holds the colour and padding for Outlook's Word engine), with the plain-text half now keeping every link destination 2026-09-11 20:01:16 -07:00
Matthew Meszaros 53d25baa29 feat: read the step performance hover as 'Opens: 1 · 20.0% of 5 sent' instead of the mis-pluralised '1 opens', by labelling each StepMetric cell with its capitalised metric name and putting the count after the colon 2026-09-11 08:57:52 -07:00
Matthew Meszaros 5087023e48 feat: give every campaign step its own open, click, reply and bounce rate in Step performance, computed against that step's own sends, with the automated share of its opens and clicks carried alongside them through GetSequenceStats, the campaign analytics API, the get_campaign_stats AI tool and the docs 2026-09-11 08:56:03 -07:00
Matthew Meszaros 9698052569 Merge branch 'main' into feat/cleanmylist-verification 2026-09-11 06:03:55 -07:00
Matthew Meszaros 27c5df5072 feat: refuse a redirect that downgrades a verification request from https to http in both provider clients, since Go keeps the Authorization header across a redirect that stays on the same host and the pasted API key would go on the wire in the clear, and label the verification action from the connection id rather than the active provider, because a degraded connection reports the built-in checker while still being a connection to manage 2026-09-11 05:26:33 -07:00
Matthew Meszaros 9f61d070d4 feat: give the unibox thread header a way back out of a filing mistake, with Undo on the Archive and Delete toasts, Move to inbox while reading the Trash or Archive folder, and the actions disabled while one is in flight, plus stop the invite page offering Accept before it knows which account the browser is signed in as 2026-09-11 03:23:23 -07:00
SUMAN JANA 727ddb1482 feat: wire the unibox thread header's Mark as unread, Archive and Delete to a new PATCH /unibox/folder, add an Add as contact action for senders outside the CRM, and replace six private From-header parsers with one shared lib/helper/emailAddress that also understands the parenthesised form the IMAP sync stores, which left the reply composer's seeded To failing its own validator 2026-09-11 03:10:18 -07:00
SUMAN JANA 73f6bff2ed feat: stop a browser signed in as someone else from being offered Accept on an invite it cannot accept, comparing the signed-in address with the invited one on the invite page and offering Switch account instead, and naming both addresses in the backend's 403 so the cause is visible 2026-09-11 03:10:18 -07:00
Matthew Meszaros 4d0f0fb6b6 feat: hold an exhausted verification account that publishes no balance for a cooldown instead of re-deriving its health from an account check that cannot see exhaustion, since CleanMyList answers GET /v1/jobs identically whether or not there is allowance left, so the minute-long lookup cache retired every observed 402 and put the whole next batch back on doomed paid calls while Settings reported the service as healthy, and refuse a second verification connection while one is connected rather than letting creation order silently move every check onto a different bill 2026-09-11 02:57:08 -07:00
Matthew Meszaros 170c33780a feat: pass ui_host to PostHog in the dashboard, admin panel and marketing site from its own environment variable so a proxied api_host stops breaking toolbar and session-replay links, which the SDK builds against whatever it sends events to and which a reverse proxy does not serve, defaulting to us.posthog.com so an install that does not proxy is unaffected 2026-09-11 11:34:02 +02:00
Chris Edington 59122e6c8a feat: add CleanMyList contact verification with API key setup and built-in fallback 2026-09-10 20:06:29 +01:00
Matthew Meszaros a84ab48729 Merge branch 'main' into feature/posthog-error-tracking 2026-09-10 10:25:21 -07:00
Matthew Meszaros 84a0ca0b29 feat: correct the noteStep guidance comment to match what the callers actually pass, a bounded route pattern rather than a fixed phrase, so the rule a future caller reads is the rule the trail is built on 2026-09-10 19:16:13 +02:00
Matthew Meszaros ced741e352 feat: make PostHog the default error tracker across every runtime while keeping Sentry fully supported alongside or instead of it, by turning internal/observability/errs into a two-sink fan-out with a local-log fallback, adding $exception capture to the Go services, the Rust tracking service, the Elixir realtime service and the dashboard, admin and form apps, reporting gin panics with their route, request id, workspace and user, attaching that identity plus a route and failed-request trail to browser exceptions, and wiring POSTHOG_ERROR_TRACKING, the node join env, compose, source-map upload and the docs to match 2026-09-10 19:11:32 +02:00
Matthew Meszaros d51de7db3a feat: address the CodeRabbit review by quoting a fragment in the copy's own casing rather than the model's retyping of it, extracting the case-fold offset map into internal/pkg/casefold so the AI half gets the same Unicode safety the rules half has, giving a trigger term a span in each half it appears in instead of losing the second one to deduplication, scanning subject links before body anchors so the display cap cannot drop the subject's own, requiring WRITE_TEMPLATES on the credit-spending analyze route so a read-only key cannot spend the workspace balance, refusing to tell a customer their credits came back when the refund is what failed, and no longer letting a stale analysis retire the newer rules request that was about to replace it 2026-09-10 09:50:28 -07:00
Matthew Meszaros f468f44e1d feat: let a content-check issue's field carry the location instead of repeating it in the message, so the launch dialog and campaign feed stop reading 'Body: 3 spam-trigger term(s) found in subject/body', and say 'Subject and body' for an issue whose fragments straddle both halves rather than dropping the location entirely, with the editor labelling each quoted word on such an issue 2026-09-10 09:28:00 -07:00
Matthew Meszaros ade18d1650 feat: leave an AI finding's field empty when the model labelled neither half and nothing in the finding could be anchored in the copy, instead of defaulting it to the body and rendering a badge that sends the writer to the wrong box on the one panel whose whole purpose is saying which box to open 2026-09-10 09:28:00 -07:00
Matthew Meszaros 331db196d8 feat: locate every content-check issue in the subject or the body with the exact fragments that caused it and a one-line fix, add POST /templates/analyze running the configured LLM over a campaign template for located spam findings quoted verbatim from the copy plus a rewritten subject and an overall score, verify every model quote against the draft so an invented sentence is dropped rather than shown, pin the analysis temperature so re-checking unchanged copy returns the same number, and give the editor panel a Re-check button that re-runs both passes and reports the movement since the last check 2026-09-10 09:28:00 -07:00
Matthew Meszaros bbe9d9055a feat: let web and admin be served from a static host by teaching each app's own entrypoint to render config.js wherever WARMBLY_CONFIG_OUT points, so one definition of the runtime key set serves both the container that renders it at start and a build:pages script that renders it into dist, ship a _redirects in each so a deep link stops 404ing without nginx try_files, and add scripts/check-pages-build.sh to make lint because a malformed config.js reads fine in a diff and leaves the app blank at runtime 2026-09-10 18:03:00 +02:00
Matthew Meszaros 378e1d15ee feat: build the custom-field record from entries so a contact field named __proto__ is a real key instead of silently setting the prototype and dropping out of what gets saved, and count a row the user has typed a value into but not named as unsaved work, so leaving the panel on it asks rather than discarding it while Save stays disabled because there is nothing to send 2026-09-10 06:54:58 -07:00
Matthew Meszaros cd051c7150 Merge branch 'main' into fix/issue-415-contact-panel-rebase 2026-09-10 05:42:35 -07:00