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14 Commits
4.7.1
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fix/segmen
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aa538a3a51 | ||
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817e108ff5 | ||
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33542d0c54 | ||
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f37d22f13d | ||
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202ae903ac | ||
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6ab5cc367c | ||
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21559045ba | ||
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d7c57a7a48 | ||
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11b2ef4788 | ||
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6fefd51cce | ||
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65af826222 | ||
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12eb54c653 | ||
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5aa1427e64 |
@@ -30,4 +30,4 @@ export const rateLimitConfigs = {
|
||||
upload: { interval: 60, allowedPerInterval: 5, namespace: "storage:upload" }, // 5 per minute
|
||||
delete: { interval: 60, allowedPerInterval: 5, namespace: "storage:delete" }, // 5 per minute
|
||||
},
|
||||
};
|
||||
} as const;
|
||||
|
||||
@@ -1229,6 +1229,103 @@ describe("segmentFilterToPrismaQuery", () => {
|
||||
}
|
||||
});
|
||||
|
||||
test("number filter falls back to raw SQL when un-migrated rows exist", async () => {
|
||||
mockFindFirst.mockResolvedValue({ id: "unmigrated-row-1" });
|
||||
mockQueryRawUnsafe.mockResolvedValue([{ contactId: "mock-contact-1" }]);
|
||||
|
||||
const filters: TBaseFilters = [
|
||||
{
|
||||
id: "filter_1",
|
||||
connector: null,
|
||||
resource: {
|
||||
id: "attr_1",
|
||||
root: {
|
||||
type: "attribute" as const,
|
||||
contactAttributeKey: "age",
|
||||
},
|
||||
value: 25,
|
||||
qualifier: {
|
||||
operator: "greaterThan",
|
||||
},
|
||||
},
|
||||
},
|
||||
];
|
||||
|
||||
const result = await segmentFilterToPrismaQuery(mockSegmentId, filters, mockEnvironmentId);
|
||||
|
||||
expect(result.ok).toBe(true);
|
||||
if (result.ok) {
|
||||
const filterClause = result.data.whereClause.AND?.[1] as any;
|
||||
expect(filterClause.AND[0]).toEqual({
|
||||
OR: [
|
||||
{
|
||||
attributes: {
|
||||
some: {
|
||||
attributeKey: { key: "age" },
|
||||
valueNumber: { gt: 25 },
|
||||
},
|
||||
},
|
||||
},
|
||||
{ id: { in: ["mock-contact-1"] } },
|
||||
],
|
||||
});
|
||||
}
|
||||
|
||||
expect(mockFindFirst).toHaveBeenCalledWith({
|
||||
where: {
|
||||
attributeKey: {
|
||||
key: "age",
|
||||
environmentId: mockEnvironmentId,
|
||||
},
|
||||
valueNumber: null,
|
||||
},
|
||||
select: { id: true },
|
||||
});
|
||||
|
||||
expect(mockQueryRawUnsafe).toHaveBeenCalled();
|
||||
const sqlCall = mockQueryRawUnsafe.mock.calls[0];
|
||||
expect(sqlCall[0]).toContain('cak."environmentId" = $4');
|
||||
expect(sqlCall[4]).toBe(mockEnvironmentId);
|
||||
});
|
||||
|
||||
test("number filter uses clean Prisma query when backfill is complete", async () => {
|
||||
const filters: TBaseFilters = [
|
||||
{
|
||||
id: "filter_1",
|
||||
connector: null,
|
||||
resource: {
|
||||
id: "attr_1",
|
||||
root: {
|
||||
type: "attribute" as const,
|
||||
contactAttributeKey: "score",
|
||||
},
|
||||
value: 100,
|
||||
qualifier: {
|
||||
operator: "lessEqual",
|
||||
},
|
||||
},
|
||||
},
|
||||
];
|
||||
|
||||
const result = await segmentFilterToPrismaQuery(mockSegmentId, filters, mockEnvironmentId);
|
||||
|
||||
expect(result.ok).toBe(true);
|
||||
if (result.ok) {
|
||||
const filterClause = result.data.whereClause.AND?.[1] as any;
|
||||
expect(filterClause.AND[0]).toEqual({
|
||||
attributes: {
|
||||
some: {
|
||||
attributeKey: { key: "score" },
|
||||
valueNumber: { lte: 100 },
|
||||
},
|
||||
},
|
||||
});
|
||||
}
|
||||
|
||||
expect(mockFindFirst).toHaveBeenCalled();
|
||||
expect(mockQueryRawUnsafe).not.toHaveBeenCalled();
|
||||
});
|
||||
|
||||
// ==========================================
|
||||
// DATE FILTER TESTS
|
||||
// ==========================================
|
||||
|
||||
@@ -37,6 +37,7 @@ vi.mock("@formbricks/database", () => ({
|
||||
create: vi.fn(),
|
||||
delete: vi.fn(),
|
||||
update: vi.fn(),
|
||||
upsert: vi.fn(),
|
||||
findFirst: vi.fn(),
|
||||
},
|
||||
survey: {
|
||||
@@ -206,6 +207,73 @@ describe("Segment Service Tests", () => {
|
||||
vi.mocked(prisma.segment.create).mockRejectedValue(new Error("DB error"));
|
||||
await expect(createSegment(mockSegmentCreateInput)).rejects.toThrow(Error);
|
||||
});
|
||||
|
||||
test("should upsert a private segment without surveyId", async () => {
|
||||
const privateInput: TSegmentCreateInput = {
|
||||
...mockSegmentCreateInput,
|
||||
isPrivate: true,
|
||||
};
|
||||
const privateSegmentPrisma = { ...mockSegmentPrisma, isPrivate: true };
|
||||
vi.mocked(prisma.segment.upsert).mockResolvedValue(privateSegmentPrisma);
|
||||
const segment = await createSegment(privateInput);
|
||||
expect(segment).toEqual({ ...mockSegment, isPrivate: true });
|
||||
expect(prisma.segment.upsert).toHaveBeenCalledWith({
|
||||
where: {
|
||||
environmentId_title: {
|
||||
environmentId,
|
||||
title: privateInput.title,
|
||||
},
|
||||
},
|
||||
create: {
|
||||
environmentId,
|
||||
title: privateInput.title,
|
||||
description: undefined,
|
||||
isPrivate: true,
|
||||
filters: [],
|
||||
},
|
||||
update: {
|
||||
description: undefined,
|
||||
filters: [],
|
||||
},
|
||||
select: selectSegment,
|
||||
});
|
||||
expect(prisma.segment.create).not.toHaveBeenCalled();
|
||||
});
|
||||
|
||||
test("should upsert a private segment with surveyId", async () => {
|
||||
const privateInputWithSurvey: TSegmentCreateInput = {
|
||||
...mockSegmentCreateInput,
|
||||
isPrivate: true,
|
||||
surveyId,
|
||||
};
|
||||
const privateSegmentPrisma = { ...mockSegmentPrisma, isPrivate: true };
|
||||
vi.mocked(prisma.segment.upsert).mockResolvedValue(privateSegmentPrisma);
|
||||
const segment = await createSegment(privateInputWithSurvey);
|
||||
expect(segment).toEqual({ ...mockSegment, isPrivate: true });
|
||||
expect(prisma.segment.upsert).toHaveBeenCalledWith({
|
||||
where: {
|
||||
environmentId_title: {
|
||||
environmentId,
|
||||
title: privateInputWithSurvey.title,
|
||||
},
|
||||
},
|
||||
create: {
|
||||
environmentId,
|
||||
title: privateInputWithSurvey.title,
|
||||
description: undefined,
|
||||
isPrivate: true,
|
||||
filters: [],
|
||||
surveys: { connect: { id: surveyId } },
|
||||
},
|
||||
update: {
|
||||
description: undefined,
|
||||
filters: [],
|
||||
surveys: { connect: { id: surveyId } },
|
||||
},
|
||||
select: selectSegment,
|
||||
});
|
||||
expect(prisma.segment.create).not.toHaveBeenCalled();
|
||||
});
|
||||
});
|
||||
|
||||
describe("cloneSegment", () => {
|
||||
|
||||
@@ -136,28 +136,48 @@ export const createSegment = async (segmentCreateInput: TSegmentCreateInput): Pr
|
||||
|
||||
const { description, environmentId, filters, isPrivate, surveyId, title } = segmentCreateInput;
|
||||
|
||||
let data: Prisma.SegmentCreateArgs["data"] = {
|
||||
environmentId,
|
||||
title,
|
||||
description,
|
||||
isPrivate,
|
||||
filters,
|
||||
};
|
||||
|
||||
if (surveyId) {
|
||||
data = {
|
||||
...data,
|
||||
surveys: {
|
||||
connect: {
|
||||
id: surveyId,
|
||||
},
|
||||
},
|
||||
};
|
||||
}
|
||||
const surveyConnect = surveyId ? { surveys: { connect: { id: surveyId } } } : {};
|
||||
|
||||
try {
|
||||
// Private segments use upsert because auto-save may have already created a
|
||||
// default (empty-filter) segment via connectOrCreate before the user publishes.
|
||||
// Without upsert the second create hits the (environmentId, title) unique constraint.
|
||||
if (isPrivate) {
|
||||
const segment = await prisma.segment.upsert({
|
||||
where: {
|
||||
environmentId_title: {
|
||||
environmentId,
|
||||
title,
|
||||
},
|
||||
},
|
||||
create: {
|
||||
environmentId,
|
||||
title,
|
||||
description,
|
||||
isPrivate,
|
||||
filters,
|
||||
...surveyConnect,
|
||||
},
|
||||
update: {
|
||||
description,
|
||||
filters,
|
||||
...surveyConnect,
|
||||
},
|
||||
select: selectSegment,
|
||||
});
|
||||
|
||||
return transformPrismaSegment(segment);
|
||||
}
|
||||
|
||||
const segment = await prisma.segment.create({
|
||||
data,
|
||||
data: {
|
||||
environmentId,
|
||||
title,
|
||||
description,
|
||||
isPrivate,
|
||||
filters,
|
||||
...surveyConnect,
|
||||
},
|
||||
select: selectSegment,
|
||||
});
|
||||
|
||||
|
||||
@@ -40,7 +40,10 @@ export const SurveyInline = (props: Omit<SurveyContainerProps, "containerId">) =
|
||||
isLoadingScript = true;
|
||||
try {
|
||||
const scriptUrl = props.appUrl ? `${props.appUrl}/js/surveys.umd.cjs` : "/js/surveys.umd.cjs";
|
||||
const response = await fetch(scriptUrl);
|
||||
const response = await fetch(
|
||||
scriptUrl,
|
||||
process.env.NODE_ENV === "development" ? { cache: "no-store" } : {}
|
||||
);
|
||||
|
||||
if (!response.ok) {
|
||||
throw new Error("Failed to load the surveys package");
|
||||
|
||||
@@ -4,12 +4,182 @@ description: "Formbricks Self-hosted version migration"
|
||||
icon: "arrow-right"
|
||||
---
|
||||
|
||||
## v4.7
|
||||
|
||||
Formbricks v4.7 introduces **typed contact attributes** with native `number` and `date` data types. This enables comparison-based segment filters (e.g. "signup date before 2025-01-01") that were previously not possible with string-only attribute values.
|
||||
|
||||
### What Happens Automatically
|
||||
|
||||
When Formbricks v4.7 starts for the first time, the data migration will:
|
||||
|
||||
1. Analyze all existing contact attribute keys and infer their data types (`text`, `number`, or `date`) based on the stored values
|
||||
2. Update the `ContactAttributeKey` table with the detected `dataType` for each key
|
||||
3. **If your instance has fewer than 1,000,000 contact attribute rows**: backfill the new `valueNumber` and `valueDate` columns inline. No manual action is needed.
|
||||
4. **If your instance has 1,000,000 or more contact attribute rows**: the value backfill is skipped to avoid hitting the migration timeout. You will need to run a standalone backfill script after the upgrade.
|
||||
|
||||
<Info>
|
||||
Most self-hosted instances have far fewer than 1,000,000 contact attribute rows (a typical setup with 100K
|
||||
contacts and 5-10 attributes each lands around 500K-1M rows). If you are below the threshold, the migration
|
||||
handles everything automatically and you can skip the manual backfill step below.
|
||||
</Info>
|
||||
|
||||
### Steps to Migrate
|
||||
|
||||
**1. Backup your Database**
|
||||
|
||||
<Tabs>
|
||||
<Tab title="Docker">
|
||||
Before running these steps, navigate to the `formbricks` directory where your `docker-compose.yml` file is located.
|
||||
|
||||
```bash
|
||||
docker exec formbricks-postgres-1 pg_dump -Fc -U postgres -d formbricks > formbricks_pre_v4.7_$(date +%Y%m%d_%H%M%S).dump
|
||||
```
|
||||
|
||||
<Info>
|
||||
If you run into "**No such container**", use `docker ps` to find your container name, e.g.
|
||||
`formbricks_postgres_1`.
|
||||
</Info>
|
||||
</Tab>
|
||||
<Tab title="Kubernetes">
|
||||
If you are using the **in-cluster PostgreSQL** deployed by the Helm chart:
|
||||
|
||||
```bash
|
||||
kubectl exec -n formbricks formbricks-postgresql-0 -- pg_dump -Fc -U formbricks -d formbricks > formbricks_pre_v4.7_$(date +%Y%m%d_%H%M%S).dump
|
||||
```
|
||||
|
||||
<Info>
|
||||
If your PostgreSQL pod has a different name, run `kubectl get pods -n formbricks` to find it.
|
||||
</Info>
|
||||
|
||||
If you are using a **managed PostgreSQL** service (e.g. AWS RDS, Cloud SQL), use your provider's backup/snapshot feature or run `pg_dump` directly against the external host.
|
||||
</Tab>
|
||||
</Tabs>
|
||||
|
||||
**2. Upgrade to Formbricks v4.7**
|
||||
|
||||
<Tabs>
|
||||
<Tab title="Docker">
|
||||
```bash
|
||||
# Pull the latest version
|
||||
docker compose pull
|
||||
|
||||
# Stop the current instance
|
||||
docker compose down
|
||||
|
||||
# Start with Formbricks v4.7
|
||||
docker compose up -d
|
||||
```
|
||||
</Tab>
|
||||
<Tab title="Kubernetes">
|
||||
```bash
|
||||
helm upgrade formbricks oci://ghcr.io/formbricks/helm-charts/formbricks \
|
||||
-n formbricks \
|
||||
--set deployment.image.tag=v4.7.0
|
||||
```
|
||||
|
||||
<Info>
|
||||
The Helm chart includes a migration Job that automatically runs Prisma schema migrations as a
|
||||
PreSync hook before the new pods start. No manual migration step is needed.
|
||||
</Info>
|
||||
</Tab>
|
||||
</Tabs>
|
||||
|
||||
**3. Check the Migration Logs**
|
||||
|
||||
After Formbricks starts, check the logs to see whether the value backfill was completed or skipped:
|
||||
|
||||
<Tabs>
|
||||
<Tab title="Docker">
|
||||
```bash
|
||||
docker compose logs formbricks | grep -i "backfill"
|
||||
```
|
||||
</Tab>
|
||||
<Tab title="Kubernetes">
|
||||
```bash
|
||||
# Check the application pod logs
|
||||
kubectl logs -n formbricks -l app.kubernetes.io/name=formbricks --tail=200 | grep -i "backfill"
|
||||
```
|
||||
|
||||
If the Helm migration Job ran, you can also inspect its logs:
|
||||
|
||||
```bash
|
||||
kubectl logs -n formbricks job/formbricks-migration
|
||||
```
|
||||
</Tab>
|
||||
</Tabs>
|
||||
|
||||
If you see a message like `Skipping value backfill (X rows >= 1000000 threshold)`, proceed to step 4. Otherwise, the migration is complete and no further action is needed.
|
||||
|
||||
**4. Run the Backfill Script (large datasets only)**
|
||||
|
||||
If the migration skipped the value backfill, run the standalone backfill script inside the running Formbricks container:
|
||||
|
||||
<Tabs>
|
||||
<Tab title="Docker">
|
||||
```bash
|
||||
docker exec formbricks node packages/database/dist/scripts/backfill-attribute-values.js
|
||||
```
|
||||
|
||||
<Info>Replace `formbricks` with your actual container name if it differs. Use `docker ps` to find it.</Info>
|
||||
</Tab>
|
||||
<Tab title="Kubernetes">
|
||||
```bash
|
||||
kubectl exec -n formbricks deploy/formbricks -- node packages/database/dist/scripts/backfill-attribute-values.js
|
||||
```
|
||||
|
||||
<Info>
|
||||
If your Formbricks deployment has a different name, run `kubectl get deploy -n formbricks` to find it.
|
||||
</Info>
|
||||
</Tab>
|
||||
</Tabs>
|
||||
|
||||
The script will output progress as it runs:
|
||||
|
||||
```
|
||||
========================================
|
||||
Attribute Value Backfill Script
|
||||
========================================
|
||||
|
||||
Fetching number-type attribute keys...
|
||||
Found 12 number-type keys. Backfilling valueNumber...
|
||||
Number backfill progress: 10/12 keys (48230 rows updated)
|
||||
Number backfill progress: 12/12 keys (52104 rows updated)
|
||||
|
||||
Fetching date-type attribute keys...
|
||||
Found 5 date-type keys. Backfilling valueDate...
|
||||
Date backfill progress: 5/5 keys (31200 rows updated)
|
||||
|
||||
========================================
|
||||
Backfill Complete!
|
||||
========================================
|
||||
valueNumber rows updated: 52104
|
||||
valueDate rows updated: 31200
|
||||
Duration: 42.3s
|
||||
========================================
|
||||
```
|
||||
|
||||
Key characteristics of the backfill script:
|
||||
|
||||
- **Safe to run while Formbricks is live** -- it does not lock the entire table or wrap work in a long transaction
|
||||
- **Idempotent** -- it only updates rows where the typed columns are still `NULL`, so you can safely run it multiple times
|
||||
- **Resumable** -- each batch commits independently, so if the process is interrupted you can re-run it and it picks up where it left off
|
||||
- **No timeout risk** -- unlike the migration, this script runs outside the migration transaction and has no time limit
|
||||
|
||||
**5. Verify the Upgrade**
|
||||
|
||||
- Access your Formbricks instance at the same URL as before
|
||||
- If you use contact segments with number or date filters, verify they return the expected results
|
||||
- Check that existing surveys and response data are intact
|
||||
|
||||
---
|
||||
|
||||
## v4.0
|
||||
|
||||
<Warning>
|
||||
**Important: Migration Required**
|
||||
|
||||
Formbricks 4 introduces additional requirements for self-hosting setups and makes a dedicated Redis cache as well as S3-compatible file storage mandatory.
|
||||
Formbricks 4 introduces additional requirements for self-hosting setups and makes a dedicated Redis cache as well as S3-compatible file storage mandatory.
|
||||
|
||||
</Warning>
|
||||
|
||||
Formbricks 4.0 is a **major milestone** that sets up the technical foundation for future iterations and feature improvements. This release focuses on modernizing core infrastructure components to improve reliability, scalability, and enable advanced features going forward.
|
||||
@@ -17,9 +187,11 @@ Formbricks 4.0 is a **major milestone** that sets up the technical foundation fo
|
||||
### What's New in Formbricks 4.0
|
||||
|
||||
**🚀 New Enterprise Features:**
|
||||
|
||||
- **Quotas Management**: Advanced quota controls for enterprise users
|
||||
|
||||
**🏗️ Technical Foundation Improvements:**
|
||||
|
||||
- **Enhanced File Storage**: Improved file handling with better performance and reliability
|
||||
- **Improved Caching**: New caching functionality improving speed, extensibility and reliability
|
||||
- **Database Optimization**: Removal of unused database tables and fields for better performance
|
||||
@@ -39,7 +211,8 @@ These services are already included in the updated one-click setup for self-host
|
||||
We know this represents more moving parts in your infrastructure and might even introduce more complexity in hosting Formbricks, and we don't take this decision lightly. As Formbricks grows into a comprehensive Survey and Experience Management platform, we've reached a point where the simple, single-service approach was holding back our ability to deliver the reliable, feature-rich product our users demand and deserve.
|
||||
|
||||
By moving to dedicated, professional-grade services for these critical functions, we're building the foundation needed to deliver:
|
||||
- **Enterprise-grade reliability** with proper redundancy and backup capabilities
|
||||
|
||||
- **Enterprise-grade reliability** with proper redundancy and backup capabilities
|
||||
- **Advanced features** that require sophisticated caching and file processing
|
||||
- **Better performance** through optimized, dedicated services
|
||||
- **Future scalability** to support larger deployments and more complex use cases without the need to maintain two different approaches
|
||||
@@ -52,7 +225,7 @@ Additional migration steps are needed if you are using a self-hosted Formbricks
|
||||
|
||||
### One-Click Setup
|
||||
|
||||
For users using our official one-click setup, we provide an automated migration using a migration script:
|
||||
For users using our official one-click setup, we provide an automated migration using a migration script:
|
||||
|
||||
```bash
|
||||
# Download the latest script
|
||||
@@ -67,11 +240,11 @@ chmod +x migrate-to-v4.sh
|
||||
```
|
||||
|
||||
This script guides you through the steps for the infrastructure migration and does the following:
|
||||
|
||||
- Adds a Redis service to your setup and configures it
|
||||
- Adds a MinIO service (open source S3-alternative) to your setup, configures it and migrates local files to it
|
||||
- Pulls the latest Formbricks image and updates your instance
|
||||
|
||||
|
||||
### Manual Setup
|
||||
|
||||
If you use a different setup to host your Formbricks instance, you need to make sure to make the necessary adjustments to run Formbricks 4.0.
|
||||
@@ -87,6 +260,7 @@ You need to configure the `REDIS_URL` environment variable and point it to your
|
||||
To use file storage (e.g., file upload questions, image choice questions, custom survey backgrounds, etc.), you need to have S3-compatible file storage set up and connected to Formbricks.
|
||||
|
||||
Formbricks supports multiple storage providers (among many other S3-compatible storages):
|
||||
|
||||
- AWS S3
|
||||
- Digital Ocean Spaces
|
||||
- Hetzner Object Storage
|
||||
@@ -101,6 +275,7 @@ Please make sure to set up a storage bucket with one of these solutions and then
|
||||
S3_BUCKET_NAME: formbricks-uploads
|
||||
S3_ENDPOINT_URL: http://minio:9000 # not needed for AWS S3
|
||||
```
|
||||
|
||||
#### Upgrade Process
|
||||
|
||||
**1. Backup your Database**
|
||||
@@ -112,8 +287,8 @@ docker exec formbricks-postgres-1 pg_dump -Fc -U postgres -d formbricks > formbr
|
||||
```
|
||||
|
||||
<Info>
|
||||
If you run into "**No such container**", use `docker ps` to find your container name,
|
||||
e.g. `formbricks_postgres_1`.
|
||||
If you run into "**No such container**", use `docker ps` to find your container name, e.g.
|
||||
`formbricks_postgres_1`.
|
||||
</Info>
|
||||
|
||||
**2. Upgrade to Formbricks 4.0**
|
||||
@@ -134,6 +309,7 @@ docker compose up -d
|
||||
**3. Automatic Database Migration**
|
||||
|
||||
When you start Formbricks 4.0 for the first time, it will **automatically**:
|
||||
|
||||
- Detect and apply required database schema updates
|
||||
- Remove unused database tables and fields
|
||||
- Optimize the database structure for better performance
|
||||
|
||||
@@ -1,41 +1,94 @@
|
||||
---
|
||||
title: "Rate Limiting"
|
||||
description: "Rate limiting for Formbricks"
|
||||
description: "Current request rate limits in Formbricks"
|
||||
icon: "timer"
|
||||
---
|
||||
|
||||
To protect the platform from abuse and ensure fair usage, rate limiting is enforced by default on an IP-address basis. If a client exceeds the allowed number of requests within the specified time window, the API will return a `429 Too Many Requests` status code.
|
||||
Formbricks applies request rate limits to protect against abuse and keep API usage fair.
|
||||
|
||||
## Default Rate Limits
|
||||
Rate limits are scoped by identifier, depending on the endpoint:
|
||||
|
||||
The following rate limits apply to various endpoints:
|
||||
- IP hash (for unauthenticated/client-side routes and public actions)
|
||||
- API key ID (for authenticated API calls)
|
||||
- User ID (for authenticated session-based calls and server actions)
|
||||
- Organization ID (for follow-up email dispatch)
|
||||
|
||||
| **Endpoint** | **Rate Limit** | **Time Window** |
|
||||
| ----------------------- | -------------- | --------------- |
|
||||
| `POST /login` | 30 requests | 15 minutes |
|
||||
| `POST /signup` | 30 requests | 60 minutes |
|
||||
| `POST /verify-email` | 10 requests | 60 minutes |
|
||||
| `POST /forgot-password` | 5 requests | 60 minutes |
|
||||
| `GET /client-side-api` | 100 requests | 1 minute |
|
||||
| `POST /share` | 100 requests | 60 minutes |
|
||||
When a limit is exceeded, the API returns `429 Too Many Requests`.
|
||||
|
||||
If a request exceeds the defined rate limit, the server will respond with:
|
||||
## Management API Rate Limits
|
||||
|
||||
These are the current limits for Management APIs:
|
||||
|
||||
| **Route Group** | **Limit** | **Window** | **Identifier** |
|
||||
| --- | --- | --- | --- |
|
||||
| `/api/v1/management/*` (except `/api/v1/management/storage`), `/api/v1/webhooks/*`, `/api/v1/integrations/*`, `/api/v1/management/me` | 100 requests | 1 minute | API key ID or session user ID |
|
||||
| `/api/v2/management/*` (and other v2 authenticated routes that use `authenticatedApiClient`) | 100 requests | 1 minute | API key ID |
|
||||
| `POST /api/v1/management/storage` | 5 requests | 1 minute | API key ID or session user ID |
|
||||
|
||||
## All Enforced Limits
|
||||
|
||||
| **Config** | **Limit** | **Window** | **Identifier** | **Used For** |
|
||||
| --- | --- | --- | --- | --- |
|
||||
| `auth.login` | 10 requests | 15 minutes | IP hash | Email/password login flow (`/api/auth/callback/credentials`) |
|
||||
| `auth.signup` | 30 requests | 60 minutes | IP hash | Signup server action |
|
||||
| `auth.forgotPassword` | 5 requests | 60 minutes | IP hash | Forgot password server action |
|
||||
| `auth.verifyEmail` | 10 requests | 60 minutes | IP hash | Email verification callback + resend verification action |
|
||||
| `api.v1` | 100 requests | 1 minute | API key ID or session user ID | v1 management, webhooks, integrations, and `/api/v1/management/me` |
|
||||
| `api.v2` | 100 requests | 1 minute | API key ID | v2 authenticated API wrapper (`authenticatedApiClient`) |
|
||||
| `api.client` | 100 requests | 1 minute | IP hash | v1 client API routes (except `/api/v1/client/og` and storage upload override), plus v2 routes that re-use those v1 handlers |
|
||||
| `storage.upload` | 5 requests | 1 minute | IP hash or authenticated ID | Client storage upload and management storage upload |
|
||||
| `storage.delete` | 5 requests | 1 minute | API key ID or session user ID | `DELETE /storage/[environmentId]/[accessType]/[fileName]` |
|
||||
| `actions.emailUpdate` | 3 requests | 60 minutes | User ID | Profile email update action |
|
||||
| `actions.surveyFollowUp` | 50 requests | 60 minutes | Organization ID | Survey follow-up email processing |
|
||||
| `actions.sendLinkSurveyEmail` | 10 requests | 60 minutes | IP hash | Link survey email send action |
|
||||
| `actions.licenseRecheck` | 5 requests | 1 minute | User ID | Enterprise license recheck action |
|
||||
|
||||
## Current Endpoint Exceptions
|
||||
|
||||
The following routes are currently not rate-limited by the server-side limiter:
|
||||
|
||||
- `GET /api/v1/client/og` (explicitly excluded)
|
||||
- `POST /api/v2/client/[environmentId]/responses`
|
||||
- `POST /api/v2/client/[environmentId]/displays`
|
||||
- `GET /api/v2/health`
|
||||
|
||||
## 429 Response Shape
|
||||
|
||||
v1-style endpoints return:
|
||||
|
||||
```json
|
||||
{
|
||||
"code": 429,
|
||||
"error": "Too many requests, Please try after a while!"
|
||||
"code": "too_many_requests",
|
||||
"message": "Maximum number of requests reached. Please try again later.",
|
||||
"details": {}
|
||||
}
|
||||
```
|
||||
|
||||
v2-style endpoints return:
|
||||
|
||||
```json
|
||||
{
|
||||
"error": {
|
||||
"code": 429,
|
||||
"message": "Too Many Requests"
|
||||
}
|
||||
}
|
||||
```
|
||||
|
||||
## Disabling Rate Limiting
|
||||
|
||||
For self-hosters, rate limiting can be disabled if necessary. However, we **strongly recommend keeping rate limiting enabled in production environments** to prevent abuse.
|
||||
For self-hosters, rate limiting can be disabled if necessary. We strongly recommend keeping it enabled in production.
|
||||
|
||||
To disable rate limiting, set the following environment variable:
|
||||
Set:
|
||||
|
||||
```bash
|
||||
RATE_LIMITING_DISABLED=1
|
||||
```
|
||||
|
||||
After making this change, restart your server to apply the new setting.
|
||||
After changing this value, restart the server.
|
||||
|
||||
## Operational Notes
|
||||
|
||||
- Redis/Valkey is required for robust rate limiting (`REDIS_URL`).
|
||||
- If Redis is unavailable at runtime, rate-limiter checks currently fail open (requests are allowed through without enforcement).
|
||||
- Authentication failure audit logging uses a separate throttle (`shouldLogAuthFailure()`) and is intentionally **fail-closed**: when Redis is unavailable or errors occur, audit log entries are **skipped entirely** rather than written without throttle control. This prevents spam while preserving the hash-integrity chain required for compliance. In other words, if Redis is down, no authentication-failure audit logs will be recorded—requests themselves are still allowed (fail-open rate limiting above), but the audit trail for those failures will not be written.
|
||||
|
||||
@@ -16,8 +16,6 @@ The Churn Survey is among the most effective ways to identify weaknesses in your
|
||||
|
||||
* Follow-up to prevent bad reviews
|
||||
|
||||
* Coming soon: Make survey mandatory
|
||||
|
||||
## Overview
|
||||
|
||||
To run the Churn Survey in your app you want to proceed as follows:
|
||||
@@ -80,13 +78,6 @@ Whenever a user visits this page, matches the filter conditions above and the re
|
||||
|
||||
Here is our complete [Actions manual](/xm-and-surveys/surveys/website-app-surveys/actions/) covering [No-Code](/xm-and-surveys/surveys/website-app-surveys/actions#setting-up-no-code-actions) and [Code](/xm-and-surveys/surveys/website-app-surveys/actions#setting-up-code-actions) Actions.
|
||||
|
||||
<Note>
|
||||
Pre-churn flow coming soon We’re currently building full-screen survey
|
||||
pop-ups. You’ll be able to prevent users from closing the survey unless they
|
||||
respond to it. It’s certainly debatable if you want that but you could force
|
||||
them to click through the survey before letting them cancel 🤷
|
||||
</Note>
|
||||
|
||||
### 5. Select Action in the “When to ask” card
|
||||
|
||||

|
||||
|
||||
@@ -46,13 +46,7 @@ _Want to change the button color? Adjust it in the project settings!_
|
||||
|
||||
Save, and move over to the **Audience** tab.
|
||||
|
||||
### 3. Pre-segment your audience (coming soon)
|
||||
|
||||
<Note>
|
||||
### Filter by Attribute Coming Soon
|
||||
|
||||
We're working on pre-segmenting users by attributes. This manual will be updated in the coming days.
|
||||
</Note>
|
||||
### 3. Pre-segment your audience
|
||||
|
||||
Pre-segmentation isn't needed for this survey since you likely want to target all users who cancel their trial. You can use a specific user action, like clicking **Cancel Trial**, to show the survey only to users trying your product.
|
||||
|
||||
@@ -62,13 +56,13 @@ How you trigger your survey depends on your product. There are two options:
|
||||
|
||||
- **Trigger by Page view:** If you have a page like `/trial-cancelled` for users who cancel their trial subscription, create a user action with the type "Page View." Select "Limit to specific pages" and apply URL filters with these settings:
|
||||
|
||||

|
||||

|
||||
|
||||
Whenever a user visits this page, the survey will be displayed ✅
|
||||
|
||||
- **Trigger by Button Click:** In a different case, you have a “Cancel Trial" button in your app. You can setup a user Action with the `Inner Text`:
|
||||
|
||||

|
||||

|
||||
|
||||
Please have a look at our complete [Actions manual](/xm-and-surveys/surveys/website-app-surveys/actions) if you have questions.
|
||||
|
||||
|
||||
@@ -54,13 +54,7 @@ In the button settings you have to make sure it is set to “External URL”. In
|
||||
|
||||
Save, and move over to the “Audience” tab.
|
||||
|
||||
### 3. Pre-segment your audience (coming soon)
|
||||
|
||||
<Note>
|
||||
## Filter by attribute coming soon. We're working on pre-segmenting users by
|
||||
|
||||
attributes. We will update this manual in the next few days.
|
||||
</Note>
|
||||
### 3. Pre-segment your audience
|
||||
|
||||
Once you clicked over to the “Audience” tab you can change the settings. In the **Who To Send** card, select “Filter audience by attribute”. This allows you to only show the prompt to a specific segment of your user base.
|
||||
|
||||
|
||||
Reference in New Issue
Block a user