warmbly

errors_test.go

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

errors.go

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

registry.go

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

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

feat: correct mailbox sending metrics and workspace analytics across dashboard surfaces

2026-09-16 21:44:42 -07:00

tools_apikeys.go

feat: complete the ADA CASA v2.1.1 AL1 control set across authentication, sessions, access control, cryptography, input validation and configuration, adding a breached-password denylist and per-account login throttling, enforced multi-factor authentication on the admin panel, step-up confirmation before an action that mints a lasting credential, purpose-scoped session tokens, single-use TOTP steps, tenant verification on every cross-referenced identifier, security headers on every surface, encrypted webhook signing secrets, per-organization idempotency, PKCE and a minimal two-scope Gmail consent on the mailbox OAuth flow, bounded spreadsheet and archive decoding, a patched Go toolchain with govulncheck in CI, and the evidence pack under compliance/casa

2026-09-19 08:18:35 +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_campaign_access_test.go

feat: scope campaign analytics to an optional from/to send cohort (summary, step performance, engagement and the daily chart read the same UTC days, total_contacts and emails_pending stay campaign-wide, date_range reports the resolved period), count the whole last day in campaign compare and daily stats, add a 7d/30d/90d/all-time/custom period picker to the campaign overview and its share image, take the period in get_campaign_stats, the warmbly and warmblyctl CLIs and the Make and Zapier modules, close a date picker's calendar alone on Escape, and document it in the analytics guide, API reference, MCP table and OpenAPI

2026-09-26 22:42:19 -07:00

tools_campaign_period_test.go

feat: scope campaign analytics to an optional from/to send cohort (summary, step performance, engagement and the daily chart read the same UTC days, total_contacts and emails_pending stay campaign-wide, date_range reports the resolved period), count the whole last day in campaign compare and daily stats, add a 7d/30d/90d/all-time/custom period picker to the campaign overview and its share image, take the period in get_campaign_stats, the warmbly and warmblyctl CLIs and the Make and Zapier modules, close a date picker's calendar alone on Escape, and document it in the analytics guide, API reference, MCP table and OpenAPI

2026-09-26 22:42:19 -07:00

tools_campaigns.go

feat: rebuild the new campaign flow as Leads, Emails, Schedule and Review with a lead-list picker, the full step editor and a live launch plan, keep unlaunched campaigns as server drafts that reopen in the flow from the campaigns list and a Continue setup button, simulate POST /campaigns-estimate day by day under warmup graduation, warmup mail sharing the send spacing, other campaigns, health holds and follow-up waits, retire one-time emails (migration 000229 drops campaigns.kind, the list type filter and badge go), enlarge the step subject field, and lift the editor popovers above dialogs

2026-09-29 01:37:07 -07:00

tools_contacts.go

feat: keep every deal in the pipeline its stage belongs to on create and update, validate pipeline stage names and colours in the CRM service for every caller, bound the AI bulk contact edit to MaxContactBatchIDs parsed ids, and start placement tests for API-key callers only through the REST route that applies the key's mailbox limits

2026-10-04 03:02:15 -07:00

tools_crm.go

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

tools_forms.go

feat: shared TypeSafe client under internal/pkg/typesafe with inbox tagging phases 2 and 3 (hold, stop, task, suppress behind workspace switches, reversible ones on by default), labels seeded at workspace creation and by the follow-up sweep, premade inbox views (hot leads, needs a reply, follow up, declined, automated), typed reply classification and a reply_intent branch condition, an inbox agent draft gate, Advisor copy judgment with a cached editor re-check, warmup content lint, bounce cause classification that keeps a blocked address sendable, and per-form submission triage

2026-09-19 23:33:37 -07:00

tools_inbox_send.go

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

tools_inbox.go

feat: mark only a conversation's newest received message unread on Mark as unread, never a sent or draft copy, from the reader, the row menu, the selection bar, PATCH /unibox/seen and the mark_thread_seen AI tool, with the guide and API docs updated

2026-10-01 22:22:56 -07:00

tools_lead_surfaces_test.go

feat: expose forms, segments and the suppression list to agents by adding twenty-three tools to the shared registry, so an MCP client, a Hermes-style REST agent, the dashboard assistant and warmblyctl can all build an audience, publish a lead-capture form, link one to a campaign and manage who is unreachable, each gated on the same contact and campaign permissions its HTTP route already uses

2026-09-07 03:39:42 -07:00

tools_mailboxes.go

feat: offer the Advisor's campaign hold only while a mailbox is still sending cold, reseed warmup when an AI tool switches a mailbox on or starts warmup, and fix the mailbox switch's bulk selection, double clicks and revoked-mailbox hints

2026-09-30 21:02:00 -07:00

tools_placement.go

feat: keep every deal in the pipeline its stage belongs to on create and update, validate pipeline stage names and colours in the CRM service for every caller, bound the AI bulk contact edit to MaxContactBatchIDs parsed ids, and start placement tests for API-key callers only through the REST route that applies the key's mailbox limits

2026-10-04 03:02:15 -07:00

tools_segments.go

fix: a campaign's linked segments are its audience, so detaching one withdraws its leads (#510 ) (#523 )

2026-09-14 22:12:15 -07:00

tools_sequences.go

feat: restore workspace campaign access and enforce shared analytics permissions (#543 )

2026-09-16 03:31:01 -07:00

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_suppressions.go

feat: expose forms, segments and the suppression list to agents by adding twenty-three tools to the shared registry, so an MCP client, a Hermes-style REST agent, the dashboard assistant and warmblyctl can all build an audience, publish a lead-capture form, link one to a campaign and manage who is unreachable, each gated on the same contact and campaign permissions its HTTP route already uses

2026-09-07 03:39:42 -07:00

tools_team.go

feat: complete the ADA CASA v2.1.1 AL1 control set across authentication, sessions, access control, cryptography, input validation and configuration, adding a breached-password denylist and per-account login throttling, enforced multi-factor authentication on the admin panel, step-up confirmation before an action that mints a lasting credential, purpose-scoped session tokens, single-use TOTP steps, tenant verification on every cross-referenced identifier, security headers on every surface, encrypted webhook signing secrets, per-organization idempotency, PKCE and a minimal two-scope Gmail consent on the mailbox OAuth flow, bounded spreadsheet and archive decoding, a patched Go toolchain with govulncheck in CI, and the evidence pack under compliance/casa

2026-09-19 08:18:35 +02:00

tools_unibox.go

feat: make Archive mean something everywhere by keeping filed conversations out of every working unibox view except All mail and the Archive folder, read a mailbox address out of the raw From header so Awaiting reply stops missing every thread sent as "Name <addr>", file and mark read by thread id rather than by message id, and add per-row triage actions plus a multi-select selection bar to the conversation list

2026-09-20 07:16:35 -07:00

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: offer the Advisor's campaign hold only while a mailbox is still sending cold, reseed warmup when an AI tool switches a mailbox on or starts warmup, and fix the mailbox switch's bulk selection, double clicks and revoked-mailbox hints

2026-09-30 21:02:00 -07:00