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>
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>
PR A of the post-review fix series. Addresses the two must-fix
backend findings (flow-media account scoping; webhook contact
lookup at scale) plus the two should-fix composite-index
additions, all in one migration + two TS files.
Migration 020 (`supabase/migrations/020_account_sharing_followups.sql`)
- Composite partial index `idx_automations_account_active_trigger`
on `automations(account_id, trigger_type) WHERE is_active`.
The 006-era partial index was account-blind so the planner had
to post-filter by account_id on every webhook dispatch. With
100+ admins in a shared account the post-filter step shows up
in query plans; this index answers all three predicates from
one lookup.
- Same shape for flows: `idx_flows_account_active` on
`flows(account_id) WHERE status='active'` — paired to the
`findEntryFlow` query in the runner.
- `flow-media` storage RLS rewritten to allow uploads / updates
/ deletes by any member of the account whose folder name
matches `account-<account_id>/...`. Legacy `<auth.uid()>/...`
paths remain writable by the original uploader so files
uploaded pre-020 don't break. Reads stay public (the bucket
was already public so Meta can fetch URLs without creds).
Webhook contact lookup (`src/app/api/whatsapp/webhook/route.ts`)
- The PR-8 conversion swapped `eq('user_id', userId)` for
`eq('account_id', accountId)` but kept "pull every row, filter
in JS" semantics. That was fine when account = one user but
scales linearly with the team size × per-user contact count.
- Now pre-filters in SQL by the phone's last-8-digit suffix
(mirroring `phonesMatch`'s trunk-prefix tolerance). The
trailing-suffix `like` can't use a B-tree index, but the
account_id filter on top of `idx_contacts_account` keeps
the scan to a small account-scoped subset. Re-applies the
strict `phonesMatch` check in JS on the candidate set for
correctness — typically 0-2 rows, basically free.
Flow-media upload path (`src/components/flows/forms/node-config-form.tsx`)
- Resolves the caller's `profile.account_id` before upload and
pathes the file under `account-<account_id>/...` to match the
new 020 RLS policy. Legacy `<user_id>/...` paths keep working
via the back-compat clause in the policy.
Verification
- `npm run lint` → 0 errors (same 19 pre-existing warnings)
- `npm run typecheck` → clean
- `npm test` → 366/366 pass
- `npm run build` → succeeds
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
PR 9 of the multi-user accounts series — the final piece. Visual
polish so non-owners see consistent disabled states across the
app and so every user always knows which account they're acting in.
Sidebar
- New account-name strip above the user dropdown, gated behind
the `account_sharing` beta flag (same flag the Members tab
from PR 6 reads). For solo users (the default) the account is
named after them, so showing it would just duplicate the user
name below — flag-gating keeps the original layout untouched
for single-user installs.
- When the caller's role is admin/agent/viewer (not owner), the
role is surfaced as a small uppercase chip alongside the
account name so they have an unambiguous signal of their
permission level without opening Settings.
- Nav items stay always-visible per the planning doc's
"show-but-disable" decision — hiding nav rows by role would
make the app feel broken.
Inbox composer
- Send button + Templates button + textarea are disabled for
viewers with a "Read-only — viewers can browse but not reply"
placeholder and tooltip. The existing session-expired branch
still wins when it applies (session-expired is the more
specific condition and surfaces template-only sending).
List-page create buttons
- broadcasts/page.tsx: "New Broadcast" CTA (header + empty
state).
- automations/page.tsx: "Create Automation" CTA.
- flows/page.tsx: "New flow" CTA (header + empty-state).
- contacts/page.tsx: "Add Contact" + "Import" CTAs.
- pipelines/page.tsx: "Add Pipeline" (gates on edit-settings —
pipelines are settings-class under the 017 RLS) and "Add
Deal" (gates on send-messages).
All use `useCan(...)` from PR 5. Disabled buttons get a tooltip
explaining why (`title="Read-only — your role can't ..."`).
Solo users see no visual change — single-owner accounts pass
every capability check.
Why show-but-disable, not hide
- A viewer scanning the app should still see what's possible
in the product, both to understand what they can ask for an
upgrade for and to avoid the UI feeling silently broken
("the New button just disappeared?"). The tooltip carries
the explanation cheaply.
Verification
- `npm run lint` → 0 errors (same 19 pre-existing warnings)
- `npm run typecheck` → clean
- `npm test` → 366/366 pass
- `npm run build` → succeeds
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
PR 8 of the multi-user accounts series. Flips the WhatsApp webhook,
automations engine, and flows engine from per-user tenancy to
per-account so a shared inbox actually behaves like one.
Why this matters
- Pre-this-PR: an inbound message resolved the recipient by
whatsapp_config.user_id and dispatched only that user's
automations / flows. Teammates joining via an invite would see
the message in the shared inbox but their automations / flows
never fired.
- Also fixes incipient NOT NULL violations from migration 017.
That migration added `account_id NOT NULL` to automation_logs,
automation_pending_executions, flow_runs, and deals. Inserts in
the engines hadn't been updated yet — any production run would
500 with a column violation. This PR adds account_id to every
such insert.
Surface
- `src/app/api/whatsapp/webhook/route.ts`
- Resolves `config.account_id` AND `config.user_id` from the
matched whatsapp_config row. Passes accountId through every
downstream call. user_id is kept as `configOwnerUserId` and
used only for NOT NULL FK audit columns on contact /
conversation inserts.
- `findOrCreateContact` / `findOrCreateConversation` look up by
account_id and insert with both columns.
- `flagBroadcastReplyIfAny` matches broadcasts by account_id so
any teammate's broadcast is updated when a customer replies.
- `dispatchInboundToFlows` and `runAutomationsForTrigger` now
take `accountId` instead of `userId`.
- `src/lib/automations/engine.ts`
- `DispatchInput.userId` → `accountId`.
- `runAutomationsForTrigger` queries automations by account_id.
- `executeAutomation` inserts into automation_logs with both
account_id (tenancy) and user_id (audit, from automation row).
- `wait` step inserts into automation_pending_executions with
account_id.
- `create_deal` step inserts into deals with account_id.
- `assign_conversation` / `close_conversation` /
`resolveConversationId` filter by account_id.
- `resumePendingExecution` row shape now includes account_id;
cron passes it through.
- engineSendText / engineSendTemplate calls pass
`accountId: args.automation.account_id`.
- `src/lib/flows/engine.ts`
- `DispatchInboundInput.userId` is kept (audit) and
`accountId` is added (tenancy).
- `loadActiveRunForContact`, `isDuplicateInbound`,
`findEntryFlow` all query by account_id.
- `startNewRun` inserts into flow_runs with account_id.
- All `engineSend*` calls pass `accountId: run.account_id`.
- `src/lib/automations/meta-send.ts` + `src/lib/flows/meta-send.ts`
- All four engine senders (text, template, media, interactive
buttons/list) accept `accountId` and look up the contact +
whatsapp_config by account_id. user_id stays for inserts.
- `src/lib/flows/types.ts`
- `FlowRow`, `FlowRunRow`, `DispatchInboundInput` gain
`account_id` / `accountId`.
- `src/types/index.ts`
- `Automation` gains `account_id`. Doc note on the user_id
field clarifying it's audit-only post-multi-user.
- `src/app/api/automations/cron/route.ts`
- Pass account_id from the pending row to resumePendingExecution.
- `src/app/api/automations/engine/route.ts`
- Uses `getCurrentAccount()` from #169 to resolve the caller's
account, then dispatches with accountId.
- `CHANGELOG.md` — Fixed entry explaining the inbox / NOT NULL fix.
Backwards compatibility
- All affected tables already have account_id from migration 017.
This PR populates it on insert paths that hadn't been updated.
- The `user_id` columns are kept everywhere — they still identify
the agent / author for audit display. They just no longer
enforce tenancy.
Verification
- `npm run lint` → 0 errors (same 19 pre-existing warnings)
- `npm run typecheck` → clean (had 4 errors mid-refactor; all
resolved by the call-site updates)
- `npm test` → 366/366 pass (engine tests are pure unit
tests over helper functions; not affected)
- `npm run build` → succeeds
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
PR 4 of the multi-user accounts series. Lands the link-only
invitation flow — admin generates a shareable URL, copies it,
sends it via any channel. No email service needed.
API surface
- GET /api/account/invitations — list pending (admin+)
- POST /api/account/invitations — create (admin+)
- DELETE /api/account/invitations/[id] — revoke (admin+)
- GET /api/invitations/[token]/peek — public, rate-limited per-IP
- POST /api/invitations/[token]/redeem — authenticated, rate-limited per-IP
Token lifecycle
- POST returns the plaintext token + share URL exactly ONCE in
the response. We store only the SHA-256 hash. There is no
endpoint that resurfaces it; if the admin dismisses the dialog
without copying, the only recourse is to revoke and re-issue.
- Peek and redeem take the plaintext token in the URL path, hash
it in TS via `hashInviteToken`, and look up by `token_hash`.
Two new SECURITY DEFINER RPCs back the cross-RLS work
(migration 019):
- `peek_invitation` — anonymous read. Returns a uniform JSON
envelope: `{ ok, account_name, role, expires_at }` or
`{ ok: false, reason: not_found|used|expired }`. The route
forwards verbatim so the join page can branch cleanly.
- `redeem_invitation` — authenticated. Locks the invite row
`FOR UPDATE`, validates expiry/usage, refuses if the caller is
already in a shared account OR their personal account has any
domain rows (checked across all 11 user-creatable parent
tables), then atomically moves profile.account_id +
account_role, stamps the invitation accepted, and deletes the
orphan personal account. Single transaction.
Error contract
- 22023 (invalid_parameter_value) → 400 — not_found / used / expired
- 42501 (insufficient_privilege) → 401 — caller not authenticated
- 23505 (unique_violation, reused) → 409 — caller's account has data,
or they're already a
member of the inviter's
account / another shared
account
Rate limiting
- Two new buckets in `RATE_LIMITS`: invitationPeek (30/min/IP)
and invitationRedeem (10/min/IP). Belt-and-braces against
token enumeration even though 256-bit entropy makes it
theoretical. Uses the existing fixed-window in-memory limiter.
Why no peek-then-redeem two-step on the server
- Peek is read-only and idempotent; redeem locks `FOR UPDATE` so
two concurrent redemptions can't both win. The peek result is
cosmetic ("show me what I'm joining"); the actual write
happens entirely inside the redeem RPC's transaction, so a
TOCTOU between peek and redeem just means the user sees the
same `{ ok: false, reason }` on the next render.
Verification
- `npm run lint` → 0 errors (same 20 pre-existing warnings)
- `npm run typecheck` → clean
- `npm test` → 366/366 pass
- `npm run build` → succeeds; the 4 new routes register as ƒ
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
PR 3 of the multi-user accounts series. Lands the server-side
endpoints the upcoming Members tab UI will call. Built on the
helpers from #169 (`requireRole`, `getCurrentAccount`,
`toErrorResponse`).
API surface
- GET /api/account — caller's account + role
- PATCH /api/account — rename (admin+)
- GET /api/account/members — roster; email visible to admin+ only
- PATCH /api/account/members/[userId] — change role (admin+)
- DELETE /api/account/members/[userId] — remove (admin+)
- POST /api/account/transfer-ownership — atomic owner handoff (owner)
Member-role writes can't ride on the regular `profiles_update` RLS
policy (which only allows self-edits — admins can't modify a
teammate's row that way). The three SECURITY DEFINER RPCs in the
new migration are the scoped escape hatches:
- `set_member_role(p_user_id, p_new_role)` — admin+ only. Blocks
promotion to / demotion from owner (use transfer instead) and
self-targeting.
- `remove_account_member(p_user_id)` — admin+ only. Creates a
fresh personal account for the removed user and reassigns
their profile as its 'owner' — mirror of the signup flow, so
they keep their login and just "start over". Blocks removing
the owner or self.
- `transfer_account_ownership(p_new_owner_user_id)` — owner only.
Atomically demotes current owner → admin, promotes target →
owner, and points accounts.owner_user_id at the new owner.
Demote-first ordering means the temporary "zero owners" state
is never visible.
Error contract
- Each RPC raises with SQLSTATE 42501 (forbidden) or 22023 (bad
input) and a human-readable RAISE message. The route handlers
map these onto 403 / 400 respectively; anything else collapses
to a generic 500.
- The TS guards (e.g. `requireRole('owner')` on the transfer
route, `isAccountRole(role)` on the PATCH route) are
belt-and-braces — they fail fast before the Supabase round
trip but the RPCs would catch the same violations regardless.
Field visibility
- `GET /api/account/members` returns `email` only when the
caller is admin+. Agents and viewers see name + avatar + role
+ joined date — matches the planning decision so a viewer
can't harvest the team's email list.
Verification
- `npm run lint` → 0 errors (same 20 pre-existing warnings)
- `npm run typecheck` → clean
- `npm test` → 366/366 pass
- `npm run build` → succeeds; the 4 new routes register as ƒ
(dynamic — they all use `next/headers`
cookies via the SSR client)
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Turns every wacrm install multi-tenant on the database side. A single
user's signup now creates an `accounts` row, links the profile to it
as `owner`, and every domain row is scoped via a new `account_id`
column instead of `user_id`.
Why now: the next handful of PRs add the invite/members user surface
(gated by the `account_sharing` beta flag); that surface needs RLS to
already speak "membership" rather than "ownership". Doing the schema
flip in isolation keeps the diff reviewable and lets the follow-up
PRs stay focused on TS/UI.
What the migration does:
- Introduces `account_role_enum` + `accounts` + `account_invitations`.
- Adds `account_id` to every parent tenant table (16 tables incl.
profiles) and `account_role` to profiles.
- Backfills one account per existing user, then sets NOT NULL.
- Replaces every `auth.uid() = user_id` RLS policy with a membership
check via a SECURITY DEFINER `is_account_member(account_id, min)`
helper. Three tiers: viewers read, agents write operational data,
admins write settings-class tables (whatsapp_config, templates,
pipelines, tags, custom_fields).
- Swaps `whatsapp_config.UNIQUE(user_id)` → `UNIQUE(account_id)` and
`flow_runs` active-run idempotency key to `(account_id, contact_id)`.
- Replaces `handle_new_user` so new signups bootstrap their own
account atomically.
Backwards compatibility: every existing user is the sole `owner` of
their freshly-created account, every existing row is linked to it,
and the legacy `user_id` columns stay (still used for assignment /
audit, no longer for isolation). Net behavioural change on its own:
zero.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
New users / self-hosters pulling this version need to apply migration
016 before deploying — the entry flags it under "Migration required"
and explains exactly what it does (CHECK constraint + storage bucket
+ RLS policies) so the operator knows why each piece exists.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
PATCH bump for the bug fix in #143 (closes#136). Surfaces the
required migration (013_whatsapp_config_phone_number_id_unique.sql)
and the diagnostic SQL self-hosters should run before applying it,
plus a note that wacrm is single-tenant per WhatsApp number by
design.
Versions the prior `## Unreleased` chat-actions block as 0.1.1 (it
shipped with migration 009 a few days back) and adds 0.2.0 covering
the Flows feature, color themes, and the various engine + UX work
that landed alongside.
Also bumps package.json: 0.1.0 → 0.2.0.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Self-hosters pulling updates have no signal today that a new release
needs a Supabase migration applied — they only find out when /react
starts returning 500s in prod. CHANGELOG.md fixes that for v-current
(chat actions, requires migration 009) and gives future entries a home.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
