- Reformatted code in `import-modal.tsx` for better readability, including consistent indentation and line breaks.
- Enhanced `parse-contact-csv.ts` and `parse-contact-csv.test.ts` with consistent string delimiters and improved whitespace handling.
- Updated comments for clarity and consistency across the import functionality.
- Ensured consistent use of single quotes for strings throughout the files.
The WhatsApp config POST handler hard-failed with a 400 whenever a
number needed registration (first save or number change) and no
6-digit two-step-verification PIN was supplied. Meta test numbers
(Developer Console) are pre-registered by Meta and expose no PIN to
set, so test-number users could never complete setup (issue #242).
The PIN-based /{phone_number_id}/register call only governs inbound
webhook routing for production numbers under a shared WABA (issue
#136) — it has nothing to do with credential validity or outbound
sends. So treat it as best-effort: when no PIN is supplied, skip
/register, save the (already Meta-verified) credentials as connected,
and leave registered_at null. The response now reports `registered`
accurately and adds `registration_skipped` so the UI can react.
UI: the save handler no longer falsely claims the number is "Live"
on a skipped registration — it points at the existing "Not
registered" banner, which already offers a PIN-retry path. The PIN
field is relabelled (optional) with copy explaining it's only for
production inbound routing and that test numbers have no PIN.
Fixes#242
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
- Updated `parseContactCsv` to include a flag for the presence of a company column in the CSV.
- Modified the import modal state management to handle the new company column, improving user experience during contact import.
- Enhanced the `ImportPreviewTags` component to conditionally render based on the presence of company data.
- Adjusted the UI to better display tag and company information in the import preview.
- Added `ImportPreviewTags` component to display tags with color coding in the import modal.
- Updated `parseContactCsv` to return an object containing both parsed rows and a flag indicating the presence of a tags column.
- Modified state management in the import modal to handle tags and their colors, improving user experience during contact import.
- Adjusted the import modal to conditionally render the tags column based on the presence of tags in the preview.
- Introduced `parseContactCsv` for improved CSV parsing, replacing the previous inline parsing logic.
- Added support for importing tags alongside contacts, allowing users to assign tags during the import process.
- Implemented `assignImportedContactTags` to handle tag assignments after contact creation.
- Updated the import result state to include the number of tags assigned and added relevant success and info notifications for users.
- Enhanced the import modal description to clarify the format for tag input in CSV files.
Custom-field definitions are account-wide config — a sibling of Tags,
Templates and Deals, all of which live under Settings. But the field
catalogue could only be managed via an admin-only button on the Contacts
page, so users looking under Settings found nothing (#238).
Surface it as a "Custom Fields" tab in Settings:
- Extract the manager's body into a reusable `CustomFieldsPanel`;
`CustomFieldsManager` keeps its dialog signature and now wraps the
panel, so the Contacts page is unchanged. Radix unmounts dialog
content on close, so the panel still refetches on each open.
- New `CustomFieldsSettings` renders the panel inline with a
settings-style header.
- Tab is admin+ gated (mirrors the Contacts gate); deep-linking to it
as a non-admin falls back to Profile. `custom_fields` RLS still
enforces writes server-side.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
The "Update Contact Field" automation action could only write the built-in
name/email/company columns. This wires up the existing custom_fields /
contact_custom_values tables so automations can read and update arbitrary
custom fields, and adds the missing UI to define them.
- Add a "Custom fields" manager dialog on the Contacts page (admin+ gated)
to create / rename / delete field definitions. Inserts carry account_id.
- Load account custom fields into the automation builder's ResourcesContext
and offer them in the Field dropdown, encoded as `custom:<id>`. A saved
field that's since been deleted is preserved as an "(unknown field)"
option so editing doesn't silently drop it.
- Engine: interpolate the value ({{ vars.* }} / {{ message.text }}) for all
fields, and for `custom:<id>` verify the field belongs to the automation's
account (defense in depth) before upserting into contact_custom_values.
- Tests: cover the custom-value upsert, variable interpolation, and
cross-account rejection.
Closes#235
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
The list-view keyword trigger input parsed its value into the keywords
array on every keystroke (split/trim/filter(Boolean)) and re-rendered
from keywords.join(", "). Typing a comma produced a trailing empty
segment that filter(Boolean) dropped, so the comma was stripped the
instant it was typed — making it impossible to enter a second keyword.
Extract a KeywordsInput component that holds a local draft string and
only commits (parse + dedupe-empties + rejoin) on blur / Enter, mirroring
the automations builder's KeywordMatchConfig. Multi-keyword entry like
"support, help, hi" now works.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
The conversation/contact list on the Inbox renders inside a flex
column with a fixed height, with the list in a `<ScrollArea
className="flex-1">`. A flex child defaults to `min-height: auto`, so
the ScrollArea grew to fit every conversation rather than shrinking to
the remaining space. The list then overflowed its container and was
clipped by the parent's `overflow-hidden`, with no vertical scrollbar —
so contacts past the fold were unreachable (issue #229).
Add `min-h-0` to the ScrollArea so it can shrink below its content and
the viewport scrolls.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
The same phone could become multiple contacts: only the WhatsApp
webhook de-duped, while manual create and CSV import inserted raw
un-normalized phones, and the DB had no uniqueness. That fragmented
conversations, deals, and tags across duplicates.
- Migration 022: generated `contacts.phone_normalized` (digits-only),
a one-shot `merge_duplicate_contacts()` that collapses existing
dupes into the oldest row (re-pointing conversations, deals, notes,
tags, custom values, broadcast recipients — no data loss), then a
UNIQUE (account_id, phone_normalized) index as the authoritative
guarantee for every write path.
- Shared `src/lib/contacts/dedupe.ts`: findExistingContact (suffix
prefilter + phonesMatch), isExactMatch, isUniqueViolation,
dedupeByPhone. The webhook now reuses findExistingContact (and
recovers from a unique-violation race instead of dropping the
message).
- Contact form: on-blur duplicate check — hard-block + "view existing"
link on an exact match, soft warning on a trunk-variant near-match;
unique-violation backstop on submit.
- CSV import: de-dupes within the file and against existing contacts,
reports "imported / skipped / failed", treats 23505 as skipped.
- Contact type gains account_id (was missing) + phone_normalized.
- Unit tests for the dedupe helpers.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Adds the Unreleased entry for the per-account default currency under
Added, plus a "Migration required" note for 021 with the
apply-before-deploy warning.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
deals.currency has no DB CHECK (only accounts.default_currency does),
so legacy rows, imports, or hand-edited data can hold a structurally
invalid code (e.g. "United States"). Intl.NumberFormat throws a
RangeError on such codes, which would crash any deal-card / contact
render that passes deal.currency straight through.
Guard formatCurrency with a try/catch that falls back to "CODE 1,234"
so a bad value degrades gracefully instead of taking down the view.
Add currency.test.ts locking in the defaults, the no-throw contract,
and formatCurrencyShort's symbol/fallback behavior.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
wacrm hardcoded USD across every deal-value formatter, the new-deal
form, and automation-created deals, making deal tracking unhelpful for
non-US self-hosted users. Add a per-account default currency.
- Migration 021: accounts.default_currency TEXT NOT NULL DEFAULT 'USD'
with a 3-letter-code CHECK. The existing admin-only accounts_update
RLS policy already gates writes.
- New src/lib/currency.ts: single source of truth (CURRENCIES list,
formatCurrency, formatCurrencyShort), replacing ~6 duplicated
USD-hardcoded helpers.
- useAuth exposes defaultCurrency (joined from accounts), falling back
to USD while loading / on pre-021 schemas.
- Settings → Deals tab to pick the currency (admin-only, read-only for
others to match RLS).
- Deal form defaults new deals to the account currency and sources its
dropdown from CURRENCIES; existing deals keep their saved currency.
- Pipeline board/analytics, dashboard "Open Deals Value", and the
pipeline donut format totals in the account currency. Individual
deal cards still show each deal's own currency.
- Automation create_deal sets the new deal's currency from the
account default instead of the static DB default.
One currency per account (no FX conversion) per the issue's
recommended first pass.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
The automation builder exposed several developer-facing fields that
made automations hard to configure from the UI (issue #216):
- Keyword Match parsed/trimmed on every keystroke, so typing a
comma-separated, multi-word list like "SEO, search engine
optimization" was impossible — the comma and trailing space were
stripped immediately.
- Tag Added / Add Tag / Remove Tag asked for a raw tag_id.
- Assign Conversation → Specific agent asked for a raw agent_id.
- Send Template asked for a manually typed template name + language.
Changes:
- Keyword input keeps a local draft and only parses into the keywords
array on blur / Enter, then re-displays the cleaned form.
- New tag / agent / template pickers select existing resources by name
while still storing ids / names internally, so the stored config
shape (and the engine/validation) is unchanged. Resources load once
at the builder root and are shared via context.
- Tags & approved templates load from Supabase (RLS-scoped, matching
the broadcast picker); members load from /api/account/members.
- Every picker falls back to its original raw input when its list is
empty (fresh account / older deployment), so automations stay
authorable. Saved-but-missing ids are preserved when editing.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
The pipeline board uses overflow-x-auto but hid the scrollbar on fine
pointers, assuming the full board always fits on lg+. That assumption
breaks once a pipeline has many stages: columns keep a 260px min-width,
so the row overflows the viewport and the rightmost stage gets clipped
with no scrollbar or affordance to reveal it (issue #214).
Scope the scrollbar-hiding to touch devices (where the snap/peek layout
already hints at more content) and show a thin, themed horizontal
scrollbar on desktop so the overflow is discoverable and usable.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
`flows.account_id` and `pipelines.account_id` are NOT NULL post-017 with
no DB default, so inserts omitting account_id fail with a not-null
violation (same class as #206 / #205).
- POST /api/flows: resolve the caller's profiles.account_id and stamp it
on both insert paths (template clone + blank/manual). Closes#210.
- Pipelines page: stamp account_id (from useAuth) on the auto-seed and
the manual "create pipeline" inserts — same bug, found while auditing
other account-scoped insert flows.
Audited every insert into the 15 NOT-NULL-account_id tables; all other
sites already stamp account_id. typecheck + 370 tests pass; lint clean.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
The `theme-boot` beforeInteractive script in layout.tsx rewrites
`data-theme` on <html> from localStorage before React hydrates, so for
any non-default theme the client DOM intentionally differs from the
server-rendered DEFAULT_THEME ("violet"). React then logged a hydration
mismatch on <html> on every load where the saved theme differed.
Add suppressHydrationWarning to the root <html>. It's scoped to that
element's own attributes (child mismatches still surface) and preserves
the documented localStorage-only/device-scoped theme design — unlike a
cookie-based SSR approach, which would change that behavior.
Verified in-browser (Next 16.2.6 / Turbopack): with a non-default theme
in localStorage, the reproduced "+ data-theme=violet / - data-theme=cobalt"
hydration error is gone; removing the prop brings it back (negative
control). typecheck, lint (0 errors), 370 tests pass.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Migration 017 made domain tables account-scoped: account_id is NOT NULL
and INSERT RLS is WITH CHECK (is_account_member(account_id, ...)). Several
client- and server-side create flows still inserted only user_id, so on a
fresh install they failed with 403 / "new row violates row-level security
policy" / not-null violations.
Resolve account_id from useAuth() (client) or the caller's profile (server)
and include it on every account-scoped insert:
- contacts: contact-form, import-modal, broadcast CSV upsert
- contact_notes: contact-sidebar, contact-detail-view
- tags: tag-manager
- broadcasts: broadcasts/new page, use-broadcast-sending
- deals: deal-form
- automations: POST /api/automations, POST /api/automations/[id]/duplicate
Each path also guards on a missing accountId with a clear message instead
of letting the insert fail opaquely.
pipelines/page.tsx and api/flows/route.ts are intentionally left to the
already-open PR #193, which fixes those same paths (and adds tests).
Verified: a full sweep of every account-scoped insert/upsert across src/
now includes account_id (except the two paths owned by #193). typecheck,
lint (0 errors), and 370 tests pass.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
The multi-user account-sharing surface (Members tab + invite/role
management APIs + /join redeem flow) is complete, so drop the
`account_sharing` beta flag that hid it during development. Mirrors
the Flows soft-GA in 0.2.0.
- settings: Members tab is now always rendered (no beta_features
check, no stale-link fallback). The `profiles.beta_features`
column itself stays for future betas.
- sidebar: the active-account strip no longer keys off the flag.
It now shows whenever the account name differs from the user's
own name — i.e. once you've renamed the account or joined a
shared one — preserving the original "don't duplicate a solo
user's name" behaviour without the flag.
- CHANGELOG/README: document Members as a shipped, all-users
feature.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
