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feat(contacts): import contacts from CSV exports and export to CSV - #88

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clbotdev merged 5 commits into
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issue-38-csv-import-export
Oct 19, 2026
Merged

clbotdev merged 5 commits into
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issue-38-csv-import-export

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Closes #38. Part of #79.

  • POST /contacts/import (MCP import_contacts): up to 1000 rows per request, upserted by email. A shared vocabulary in @sendlit/api-contract interprets source statuses (beehiiv Active/Paused/Inactive/Bounced/Pending/Needs approval, Mailchimp cleaned, …) and recognises common export headers. Statuses only get stricter: nobody is re-subscribed, suppressed addresses stay unsubscribed, bounced/complained rows are suppressed, paused contacts are tagged paused, pending ones skipped (or imported unsubscribed). Tags/custom fields merge, the earliest signup date wins, imports don't trigger sequences, subscribed contacts over the plan limit are skipped. The response lists created/updated/unchanged/suppressed counts and each skipped row with its reason.
  • GET /contacts/export (MCP export_contacts): CSV with status, tags, created_at, suppression reason and custom field columns; round-trips through the importer; formula-injection safe.
  • Contacts page: Import dialog (CSV parsed in the browser with papaparse, column mapping pre-filled, chunked upload with progress, report) and Export button.
  • Docs: contacts page.

Testing

  • Unit: beehiiv status mapping, never re-subscribe, merges and signup dates, plan limit, export columns/quoting, header and status vocabulary, export route ordering.
  • Browser E2E with a beehiiv-style CSV: columns mapped automatically (email, status, tier→tag, created_at, utm_source→custom field, names); report shows 4 created, 1 updated, 1 suppressed, 3 skipped with reasons; statuses, tags, names, custom fields and dates verified; an already-unsubscribed contact stays unsubscribed; Export downloads the CSV with statuses and suppression reasons; re-importing it changes nothing.

POST /sequences/:id/emails/:emailId/test (and the MCP tool
send_sequence_email_test) renders the email exactly like a real send,
through the delivery source the send would use, with a [Test] subject.
It defaults to the signed-in user, takes up to five addresses, skips
suppressed ones and is capped at 50 recipients per team per hour.

Tracking tokens carry a contact id that matches nobody and the
unsubscribe link uses a test token whose page explains it was a test.
The email records lastTestSentAt. The broadcast editor and the
full-screen email editor get a Send test dialog.

The per-recipient render pipeline moves to mail/campaign.ts so real and
test sends share it.

Refs #34, #79
Every send now carries a text/plain alternative generated from the final
HTML (links as "text (url)", bulleted lists, no images, styles or
preheader), or the caller's own text for transactional sends (new
optional `text`, stored on the row).

Marketing emails link a hosted web version from the managed footer, also
available as the {{ view_in_browser_url }} merge tag. GET /view/:token
serves it for the signed recipient with their merge data and no
tracking, as a sandboxed document. The editor default no longer starts
with a plain "View in browser" line that linked nowhere.

Refs #35, #79
sendMail had no replyTo, so a transactional send's stored Reply-To (and
the organization grant's) never reached the recipient. It is now sent,
and team ESPs get an optional reply-to (REST, MCP, the ESP dialog) used
for broadcasts, sequences, tests and transactional sends without their
own. Organization grants fall back to their ESP's reply-to.

Refs #47, #79
Each ESP gets an optional maxSendRate (messages per second); when unset,
Amazon SES ESPs default to 14/s and Resend to 2/s. sendMail reserves a
slot per ESP with a Redis GCRA script, so sends through one ESP are
spaced evenly across every worker and process. A send that would wait
more than 30s, or that the provider throttles (421/45x, SES
"Throttling"), is deferred: sequences reschedule the row without
counting a failed attempt and transactional jobs are moved to delayed
without using an attempt.

REST, MCP and the ESP dialog expose the rate. CI gets a Redis service
for the limiter test.

Refs #51, #79
POST /contacts/import (MCP import_contacts) upserts up to 1000 rows per
request by email. Each row's source status is interpreted with a shared
vocabulary (beehiiv Active/Paused/Inactive/Bounced/Pending, Mailchimp
cleaned, ...) and a status only gets stricter: nobody is re-subscribed,
suppressed addresses stay unsubscribed, bounced and complained rows are
suppressed, paused contacts are tagged. Tags and custom fields merge,
the earliest signup date wins, imports don't trigger sequences, and
subscribed contacts over the plan limit are skipped. The response counts
created/updated/unchanged/suppressed rows and lists skipped rows with
reasons.

GET /contacts/export (MCP export_contacts) returns CSV with status,
tags, created_at, suppression reason and custom field columns; it
round-trips through the importer. Cells are formula-injection safe.

The Contacts page gets an Import dialog (CSV parsed in the browser,
column mapping pre-filled from common export headers, chunked upload,
report) and an Export button.

Refs #38, #79
@clbotdev
clbotdev merged commit e8c48fc into main Oct 19, 2026
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CSV contact import and export

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