Closes: https://github.com/fleetdm/fleet/issues/44066
Changes:
- updated the `update-or-create-contact-and-account` helper to:
- Save potential duplicate contacts with placeholder name values (`?
?`).
- Use the firstName and lastName values returned by the get-enriched
helper if a name is not provided.
- Update contacts with placeholder name values if a name is provided.
- Removed a domain from the lists of banned email domains.
<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit
* **New Features**
* Enhanced Salesforce contact creation with automatic name derivation
from enrichment data.
* Improved duplicate detection allowing new contacts to be created with
flexible matching rules.
* Automatic replacement of placeholder names with verified data during
contact updates.
* **Chores**
* Updated email domain blocklists configuration.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
Updating the contact source value for webinars and gated docs to match
the new sfdc values
<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit
* **Bug Fixes**
* Corrected CRM contact-source classification so webinar access requests
and whitepaper downloads are categorized separately from general contact
form submissions.
* **Chores**
* Expanded accepted contact-source values in the CRM integration to
include distinct labels for webinars and gated documents.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
Changes:
- Added support for a new article category: `webinar`.
- Added a template page for webinar articles.
- Added an additional route for webinar articles that users are taken to
to watch the webinar recording.
- Added `deliver-webinar-access-request`, an action that updates CRM
records when users fill out the form on the webinar template page.
- Updated the accepted `intentSignal` values in the
create-historical-event helper.
- Added an article for the "Beyond the hype, practical AI for device
management" webinar.
<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit
* **New Features**
* Public webinar pages (/webinars/:slug and /watch) with optional
embedded video and a new page template, script, and styles.
* Sidebar signup form (first name, last name, work email) with prefill
for signed-in users and improved scroll behavior.
* POST API to request webinar access: validates email domain, records a
webinar-request event, triggers background CRM sync, and returns a watch
view on success.
* Static-site build now recognizes webinar articles and enforces
embedded-video URL validation.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
---------
Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
Closes: https://github.com/fleetdm/confidential/issues/14516
Changes:
- Updated update-or-create-contact-and-account to set the number of
hosts on account records if it is provided.
- Updated the create-quote action to send details about the number of
hosts to the update-or-create-contact-and-account helper
Closes: https://github.com/fleetdm/confidential/issues/14516
Changes:
- Added inputs for individual platforms to the license form on
/new-license
- Updated contact descriptions set by the receive-from-stripe webhook
- Updated supported intentSignal values in the createHistoricalEvent
helper
- Updated the create-quote action to update contact descriptions and
create a historical event
Closes: https://github.com/fleetdm/fleet/issues/41797
Changes:
- Updated the `updateOrCreateContactAndAccount` helper to include a date
timestamp (YYYY-MM-DD) and prepend updates to contact descriptions to
the existing description value.
## Summary
- Adds `'Registered for a conference'` to the `intentSignal` `isIn`
array in three files:
- `website/api/helpers/salesforce/create-historical-event.js` — between
`'Signed up for Fleet event'` and `'Engaged with Fleetie at event'`
- `website/api/controllers/webhooks/receive-from-clay.js` — between
`'Signed up for Fleet event'` and `'Engaged with Fleetie at event'`
-
`website/api/helpers/salesforce/update-or-create-contact-and-account.js`
— added to the `isIn` array
- This replaces the incorrect approach in PR #41918, which added the
signal to the handbook markdown table instead of the code where intent
signals are validated.
---
Built for [Sam
Pfluger](https://fleetdm.slack.com/archives/D0AF8QFBVHB/p1773789580384389?thread_ts=1773788922.891409&cid=D0AF8QFBVHB)
by [Kilo for Slack](https://kilo.ai/features/slack-integration)
---------
Co-authored-by: kiloconnect[bot] <240665456+kiloconnect[bot]@users.noreply.github.com>
Co-authored-by: Sam Pfluger <108141731+Sampfluger88@users.noreply.github.com>
## Summary
Closes#41466
- Adds Anthropic Claude API support to the `prompt.js` AI helper,
detecting `claude-*` model names and routing to the Anthropic Messages
API (`https://api.anthropic.com/v1/messages`) with proper authentication
headers
- Switches both LLM calls in the query generator
(`get-llm-generated-sql.js`) from OpenAI models
(`gpt-4o-mini-2024-07-18` for schema filtration, `o3-mini-2025-01-31`
for SQL generation) to `claude-sonnet-4-6-20260218`
- Adds `anthropicSecret` config placeholder in `custom.js` (set via
`sails_custom__anthropicSecret` env var in production)
- Updates the query generator UI to reference "Anthropic" instead of
"OpenAI"
### Changes
| File | What changed |
|------|-------------|
| `website/api/helpers/ai/prompt.js` | Added Anthropic API branch
alongside existing OpenAI logic; system prompts use Anthropic's
top-level `system` parameter |
| `website/api/controllers/query-generator/get-llm-generated-sql.js` |
Both model references changed to `claude-sonnet-4-6-20260218` |
| `website/config/custom.js` | Added `anthropicSecret` config
placeholder |
| `website/views/pages/admin/query-generator.ejs` | Updated copy from
"OpenAI" to "Anthropic" |
### Deployment notes
The `sails_custom__anthropicSecret` environment variable must be set
with an Anthropic API key before deploying this change.
---
Built for
[mikermcneil](https://fleetdm.slack.com/archives/D0AFASLRHNU/p1773278374183489?thread_ts=1773271495.702919&cid=D0AFASLRHNU)
by [Kilo for Slack](https://kilo.ai/features/slack-integration)
---------
Co-authored-by: kiloconnect[bot] <240665456+kiloconnect[bot]@users.noreply.github.com>
Co-authored-by: Eric <eashaw@sailsjs.com>
Changes:
- Updated `build-static-content` to support a new article category:
`whitepaper`
- Added a new article template page: `basic-whitepaper.ejs`.
- Added `deliver-whitepaper-download-request`, an action that
creates/updates a contact and account in the CRM and creates a
historical event when a user submits a form to download a whitepaper.
- Updated the "News" link in the website's header navigation to be
"Resources / Blog", and changed the link to /articles
- Added a link to the whitepapers category page (/whitepapers) to the
side bar navigation on article category pages
- Added a whitepaper article: "Modern endpoint management: Managing
devices as code"
Closes: https://github.com/fleetdm/confidential/issues/13687
Changes:
- Added a new script: `send-trial-usage-information-to-crm`, A script
that reports the latest usage information for Render trial Fleet
instances created and assigned to users by the website.
- Updated the updateOrCreateContactAndAccount helper to accept a
`trialInstanceUsageDetails` input and set provided values on contact
records.
Closes: https://github.com/fleetdm/confidential/issues/14391
Changes:
- Updated the attribution cookie set in the website's custom hook to
include the value of a user's `gclid` query parameter (if it is set)
- Updated the updateOrCreateContactAndAccount helper to set this value
on created Contact records.
Changes:
- upgraded the version of jsforce used by the website (`1.11.1` »
`3.10.14`)
- Updated the error handling in the updateOrCreateContactAndAccount
helper to work with the updated version of jsforce
Closes: https://github.com/fleetdm/fleet/issues/38375
Changes:
- Added a new intent signal value to the create-historical-event helper
- Updated the signup action to create a historical event when new users
sign up.
Closes: https://github.com/fleetdm/confidential/issues/13968
Changes:
- Updated the `deliver-gitops-workshop-request` action to create a
historical event record
- Added a new intent signal to the create historical event helper
Closes: https://github.com/fleetdm/fleet/issues/39332
Changes:
- Updated the get-enriched helper to not use a provided email address if
the domain is included in the `bannedEmailDomainsForWebsiteSubmissions`
config value, and to not attempt to parse `null` website values returned
from coresignal
Changes:
- Added a landing page that has links to upcoming citops workshops, and
a link to a form where users can request a GitOps workshop.
- Updated the contact page to display a GitOps workshop request form for
users who are linked to it from the GitOps workshop landing page.
- Added `deliver-gitops-workshop-request`, an action that sends details
of GitOps workshop request submissions to Salesforce.
- Added a new helper that creates campaign member objects in Salesforce.
- Added two new config variables used to get event details from the
Eventbrite API.
Changes:
- Updated the accepted `intentSingal` values in the receive-from-clay
webhook and the createHistoricalEvent helper to match the picklist
values in Salesforce
- updated a "most recent/source channel details" value set in the
updateOrCreateContactAndAccount helper to match the picklist value in
Salesforce.
Closes: https://github.com/fleetdm/fleet/issues/38500
Changes:
- Added support for a `relatedCampaign` input to the receive-from-clay
webhook.
- Updated the `create-historical-event` helper to set `relatedCampaign`
on new historical event records (if provided)
Changes:
- Updated the "Source channel detail" and "Most recent channel detail"
values set in the update-or-create-contact-and-account helper to match
the updated accepted values
https://github.com/fleetdm/confidential/issues/13605
Changes:
- Updated the website's custom hook to set a `marketingAttribution`
cookie.
- Updated places where we use the update-or-create-contact-and-account
helper to pass in a requesting user's marketingAttribution cookie.
- Updated the update-or-create-contact-and-account helper to process
values from the marketingAttribution cookie.
Introduces a new event type for GitHub contributions to the
fleetdm/fleet repository across webhook controller and Salesforce helper
modules. This enables tracking and handling of user contributions in
addition to existing GitHub events.
Added 'GitHub - Stared fleetdm/fleet' and 'GitHub - Forked
fleetdm/fleet' to the activity type arrays in webhook and Salesforce
helper modules to track new forms of user engagement.
Related to: https://github.com/fleetdm/fleet/issues/33266
Changes:
- Added a new helper
`sails.helpers.androidProxy.getIsEnterpriseManagedByFleet`. This helper
returns `true` if a provided Android Enterprise ID is present in the
list of all Android Enterprises managed by Fleet, or `false` if it is
not in the list.
- Updated `create-android-enrollment-token`,
`create-android-signup-url`, and `modify-android-policies` to return a
404 response to the requesting Fleet instance if their Android
Enterprise is not managed by Fleet.
Related to: https://github.com/fleetdm/confidential/issues/11892
Changes:
- Updated the update-or-create-contact-and-account helper to use the
prompt helper to get a global domain for a company, and to use that
global domain when searching for and creating new account records.
Related to https://github.com/fleetdm/confidential/issues/12052
Changes:
- updated the get-enriched helper to use the coresignal's new search API
endpoints
- Updated the `intercept()`s in the get-enriched helper to log warnings
if an error is returned by the coresignal API
Fixes#30483
<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit
* **New Features**
* Added a new webhook endpoint to track GitHub Projects v2 item status
changes and record engineering metrics.
* Integrated with Google BigQuery for storing and analyzing issue status
transition data.
* **Chores**
* Introduced a new POST API route for receiving GitHub Projects v2 item
events.
* Added configuration options for GitHub webhook secrets and Google
Cloud service account keys (commented out for future use).
* Added a new dependency for Google BigQuery integration.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
---------
Co-authored-by: Eric <eashaw@sailsjs.com>
Changes:
- Created a new database model: `MicrosoftComplianceTenant`. A model
that stores information about complaince tenants
- Added `/policies/is-cloud-customer`: a policy that blocks requests to
microsoft proxy endpoints if a `MS API KEY` header is missing or does
not match a new config variable
(`sails.custom.config.cloudCustomerCompliancePartnerSharedSecret`)
- Added `microsoft-proxy/create-compliance-partner-tenant`: an action
that creates a database record for a new compliance tenant and generates
an API key that is used to authenticate future requests to microsoft
proxy endpoints for an entra tenant.
- Added `microsoft-proxy/get-compliance-partner-settings`: an action
that returns information about Fleet's complaince partner entra
application and the entra tenant's admin consent status (whether or not
a tenant's entra admin has granted permissions to Fleet's compliance
partner application)
- Added `microsoft-proxy/get-tenants-admin-consent-status`: an action
that updates the admin consent status of a compliance tenant record.
- Added `microsoft-proxy/setup-compliance-partner-tenant`: an action
that provisions a compliance tenant, creates a complaince policy for
macOS devices assigns the created policy to the built-in "All users"
user group on the tenants entra instance.
- Added `microsoft-proxy/update-one-devices-compliance-status`: an
action that receives information about a device on a compliance tenant's
Fleet instance, sends that information to their Entra instance, and
returns the messsage ID returned by the asynchronus Entra API.
- Added `microsoft-proxy/get-one-compliance-status-result`: an action
that returns the result of a compliance status update from the Entra
API.
- Added `sails.helpers.microsoft-proxy.get-access-token-and-api-urls` A
helper that gets an access token for a tenant's entra instance and the
URLs of the API endpoints the microsoft proxy actions use for a tenant.
- Added `scripts/send-entra-heartbeat-requests` A script that will run
daily to keep all microsoft compliance integrations provisioned.
-
---------
Co-authored-by: Lucas Rodriguez <lucas@fleetdm.com>
Closes: https://github.com/fleetdm/confidential/issues/10697
Changes:
- Updated the update-or-create-contact-and-account helper to handle
duplicate record errors returned from the CRM. It will now use the first
duplicate record returned by the CRM and update it so it will be
correctly matched on subsequent runs of the helper.
Closes: https://github.com/fleetdm/confidential/issues/10718
Related to: https://github.com/fleetdm/confidential/issues/10719
Changes:
- Created a new helper
(`sails.helpers.salesforce.createHistoricalEvent`) to create Historical
event records in our CRM.
- Updated the custom hook, receive-from-clay webhook, and
create-or-update-one-newsletter-subscription action to create historical
event records using the new helper.
Changes:
- Added a new supported contactSource value to the
`update-or-create-contact-and-account` helper: `LinkedIn - Liked the
LinkedIn company page`
Eric