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

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errors.go

feat: expand aitools Deps with mailbox, send, compose, warmup, sequence, org, api-key, webhook, subscription, and suppression services and register the new tool groups

2026-07-22 17:05:24 +02:00

registry.go

feat: add a JWTOnly gate to the aitools registry so tools whose HTTP route has no API-key scope are hidden from API-key and MCP callers

2026-07-22 17:05:24 +02:00

schema.go

feat: shared AI tool registry (internal/app/aitools) that runs 16 permission-gated tools as the invoking user over existing service-layer calls - Registry+Invocation enforce org-permission bits (JWT) or API-key bits per tool, ToolDefs binds handlers into the provider agent loop and Call powers direct MCP invocation; tools cover contacts (search/get/update/add_tag/remove_tag), CRM (create_task/create_deal), campaigns (list/stats/create_campaign_draft), unibox (list_threads/get_thread/draft_reply, gated on CanUseUnibox, draft never sends), create_automation_draft (disabled), and web search_web + fetch_url (webhook SSRF validator + safehttp dial-block + 2MB cap + html-to-text + 15min Redis cache + rune-safe truncation); every write audits via AuditService.LogAction so the spine refreshes teammates, registry built once in main and exposed on the handler for M3/M8

2026-07-13 18:15:58 +02:00

tools_advisor.go

feat: add the Advisor, continuous sending checks surfaced on the row they are about (#86)

2026-07-30 17:15:09 +02:00

tools_analytics.go

fix: scope account analytics by org id not user id

2026-07-21 17:34:59 +02:00

tools_apikeys.go

feat: add API key and webhook management agent tools gated on manage-api-keys and manage-settings

2026-07-22 17:05:37 +02:00

tools_automation.go

feat: add automation agent tools to list, read, update, enable or disable, and delete automations while preserving the node graph

2026-07-22 17:05:37 +02:00

tools_billing.go

feat: add JWT-only team, org-settings, voice-profile, and read-only billing agent tools that API keys and MCP cannot reach

2026-07-22 17:05:37 +02:00

tools_campaigns.go

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

tools_contacts.go

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

tools_crm.go

feat: add full CRM agent tools covering deals, tasks, task types, notes, pipelines, and stages end to end

2026-07-22 17:05:24 +02:00

tools_inbox_send.go

feat: add send_reply and compose_email agent tools as RiskSend with a recipient-suppression gate, so the assistant can send with per-action approval and never over MCP

2026-07-22 17:05:37 +02:00

tools_inbox.go

feat: add unified-inbox agent tools for mark-seen, thread labels, snooze, and scheduled-send review and cancel

2026-07-22 17:05:24 +02:00

tools_mailboxes.go

feat: make a custom tracking domain verifiable instead of permanently "Pending DNS": the CNAME target is now this install's TRACKING_DOMAIN rather than a hardcoded t.warmbly.com that resolves nowhere, matching is exact on the label boundary (or on shared addresses, so a provider-flattened CNAME stops reading as no record at all) instead of strings.Contains, and every outcome carries the reason plus what DNS actually returned, including when the tracking host the customer is told to point at has no record of its own; a pasted URL is normalized to its host and a malformed one is rejected up front instead of saved and left pending forever; only a VERIFIED mailbox domain is used at send time with the shared host as the fallback and a campaign-feed entry saying why; pixels and click tickets are built from the configured host, and with none configured mail ships untracked rather than carrying links to another deployment's tracking service; adds GET /emails/:id/track and POST /emails/:id/track/verify plus an hourly re-resolution sweep so a record that propagates later starts being used and one that breaks stops routing links; and scopes the tracking-domain write by organization like the read, which also fixes GET /emails/:id passing a user id to an org-scoped query and 404ing for every caller

2026-08-24 09:02:29 -07:00

tools_sequences.go

feat: add campaign sequence-step agent tools to list, add, update, and delete steps

2026-07-22 17:05:24 +02:00

tools_settings.go

feat: add JWT-only team, org-settings, voice-profile, and read-only billing agent tools that API keys and MCP cannot reach

2026-07-22 17:05:37 +02:00

tools_skills.go

feat: org AI skills (playbooks) that every AI feature loads and follows - ai_skills table (org-scoped, unique name per org, 32KB content cap) with a skills service exposing CRUD plus an enabled-skills preamble injected into the dashboard agent, contact research, and reply-draft prompts and a load_skill read-tool that returns a playbook's full content by name, /ai/skills CRUD gated on manage_settings (JWT) or the AI_AGENT scope (API) with an ai_skill audit entity and spine entry, an AI skills settings page (list rows opening a right-side drawer with name, one-line description, enable toggle, and a markdown body), and docs with two example playbooks

2026-07-13 19:46:25 +02:00

tools_team.go

feat: add JWT-only team, org-settings, voice-profile, and read-only billing agent tools that API keys and MCP cannot reach

2026-07-22 17:05:37 +02:00

tools_unibox.go

Fix truncated, unformatted and mis-encoded email content in the unibox (#137)

2026-08-21 18:45:09 +02:00

tools_web.go

feat: shared AI tool registry (internal/app/aitools) that runs 16 permission-gated tools as the invoking user over existing service-layer calls - Registry+Invocation enforce org-permission bits (JWT) or API-key bits per tool, ToolDefs binds handlers into the provider agent loop and Call powers direct MCP invocation; tools cover contacts (search/get/update/add_tag/remove_tag), CRM (create_task/create_deal), campaigns (list/stats/create_campaign_draft), unibox (list_threads/get_thread/draft_reply, gated on CanUseUnibox, draft never sends), create_automation_draft (disabled), and web search_web + fetch_url (webhook SSRF validator + safehttp dial-block + 2MB cap + html-to-text + 15min Redis cache + rune-safe truncation); every write audits via AuditService.LogAction so the spine refreshes teammates, registry built once in main and exposed on the handler for M3/M8

2026-07-13 18:15:58 +02:00

tools_webhooks.go

feat: add API key and webhook management agent tools gated on manage-api-keys and manage-settings

2026-07-22 17:05:37 +02:00

tools.go

feat: add the Advisor, continuous sending checks surfaced on the row they are about (#86)

2026-07-30 17:15:09 +02:00