Commit Graph

73 Commits

Author SHA1 Message Date
Abhishek Sonwal
73062cf06d feat(contacts): enhance import modal with tag preview and CSV parsing improvements
- 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.
2026-06-15 13:12:00 +05:30
Abhishek Sonwal
3a416832a7 feat(contacts): enhance CSV import functionality with tag assignment
- 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.
2026-06-15 13:00:18 +05:30
Arnas Donauskas
d477a7a429
feat(automations): support custom contact fields in Update Contact Field action
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>
2026-06-11 15:23:49 +03:00
Arnas Donauskas
3dce1b56cd
feat(contacts): prevent duplicate phone numbers on create/import (#212)
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>
2026-06-08 15:52:38 +03:00
Arnas Donauskas
c076b3cfe1
fix(currency): make formatCurrency total + add unit tests
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>
2026-06-08 15:10:56 +03:00
Arnas Donauskas
3abecb433b
feat(deals): make default deal currency configurable per account (#218)
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>
2026-06-08 13:59:48 +03:00
Arnas Donauskas
b4f18537bb
fix(automations): enforce tenant isolation on caller-supplied contactId
The automation engine executes steps via the service-role client, which
bypasses RLS. POST /api/automations/engine reads contact_id straight from
the request body, so an authenticated attacker could supply another
tenant's contact UUID and have the engine modify it (update_contact_field),
tag it, or read it back through a condition — bypassing the contacts RLS
policy. (GHSA-63cv-2c49-m5v3)

- Primary: verify the supplied contactId belongs to the dispatching
  account before any step runs; refuse silently otherwise.
- Defense in depth: scope the service-role contacts writes/reads
  (update_contact_field, contact_field condition) by account_id. Tag
  steps rely on the entry-point guard since contact_tags has no
  account_id column — documented inline.
- Add engine.test.ts covering the guard (PoC inverted), the happy path,
  and the account-scoped write.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-01 23:36:37 +03:00
Arnas Donauskas
01715c7d6d
feat(api): per-user rate limits on admin account endpoints
Addresses the L1 finding from the final security review. The six
admin-class write endpoints under /api/account had no rate
limits, so a compromised admin session (or a script run in a
loop) could spam invite creation / role flips / member removes
fast enough to flood the DB or audit logs.

Adds a new `RATE_LIMITS.adminAction` bucket — 30/min/user — and
wires it into:

  - POST   /api/account/invitations          → admin:inviteCreate
  - DELETE /api/account/invitations/[id]     → admin:inviteRevoke
  - PATCH  /api/account/members/[userId]     → admin:memberRole
  - DELETE /api/account/members/[userId]     → admin:memberRemove
  - POST   /api/account/transfer-ownership   → admin:transferOwnership
  - PATCH  /api/account                      → admin:rename

Each endpoint keys its own bucket so spamming one doesn't starve
another. 30/min is comfortably above any realistic human pace
(the Members tab is a clicks-only UI; a legit admin would
struggle to hit ten of these per minute by hand) while still
bounding accidental abuse.

The bucket joins the existing send / broadcast / react /
invitationPeek / invitationRedeem buckets in `RATE_LIMITS` —
same in-memory fixed-window limiter, same `rateLimitResponse`
helper for the 429 shape.

Severity in the final review: LOW. The admin-trust model means
this isn't blocking — but the cost of adding it is six
near-identical 4-line additions and zero net risk, so worth
landing for hardening.

Verification
- `npm run lint`      → 0 errors (same 19 pre-existing warnings)
- `npm run typecheck` → clean
- `npm test`          → 366/366 pass

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-06-01 15:05:49 +03:00
Arnas Donauskas
0ed07ee6c9
feat(webhook,engines): account-scoped routing
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>
2026-05-31 18:45:48 +03:00
Arnas Donauskas
b013861160
feat(api): invitation create + peek + redeem endpoints
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>
2026-05-31 17:32:46 +03:00
Arnas Donauskas
2a46d7deca
feat(auth): account-sharing server helpers + types
PR 2 of the multi-user accounts series. Pure helpers and types
that the upcoming API routes (account, members, invitations,
redeem) all depend on. No new API surface yet — this commit is
intentionally a self-contained library + tests so the next PR
can focus on routes without re-litigating the foundations.

What landed
- `src/lib/auth/roles.ts` — `AccountRole` type mirroring the
  Postgres enum, `roleRank` / `hasMinRole`, plus the capability
  predicates (`canManageMembers`, `canEditSettings`,
  `canSendMessages`, `canViewOnly`, `canDeleteAccount`,
  `canTransferOwnership`). Pure functions; no I/O.
- `src/lib/auth/invitations.ts` — token generation
  (`crypto.randomBytes(32).toString('base64url')`), SHA-256
  hashing for at-rest storage, `inviteUrl` builder, and
  `inviteExpiresAt` / `clampExpiryDays` for the redeem deadline.
  Pure; no Supabase.
- `src/lib/auth/account.ts` — server-only. `getCurrentAccount()`
  resolves caller's user + profile + account in one Supabase
  round trip; `requireRole(min)` wraps it with a minimum-role
  check. Custom `UnauthorizedError` / `ForbiddenError` classes
  and a `toErrorResponse(err)` helper that maps them to
  `NextResponse` 401/403 with a generic 500 fallback (no
  uncategorised error leakage on the wire).
- `src/types/index.ts` — extends `Profile` with `account_id` +
  `account_role`; adds `Account`, `AccountMember`, and
  `AccountInvitation` interfaces matching migration 017's
  shapes. The legacy `profile.role TEXT` column is annotated
  for future cleanup.

Tests
- `roles.test.ts` — 16-row hierarchy matrix + every predicate's
  boundaries. Includes a "matches the SQL helper's numeric
  mapping" check so the JS rank and Postgres `is_account_member`
  CASE can't silently drift.
- `invitations.test.ts` — token length / charset / uniqueness,
  hash determinism, a known SHA-256 vector (regression net
  against the hash function ever changing and orphaning every
  stored token_hash), URL formation edge cases, and the
  `clampExpiryDays` envelope (default / non-finite / negative /
  oversize).

Verification
- `npm run lint`      → 0 errors (same 20 pre-existing warnings).
- `npm run typecheck` → clean.
- `npm test`          → 366/366 pass (319 prior + 47 new).
- `npm run build`     → succeeds.

What's NOT in this PR
- No API routes yet — `/api/account/*` and `/api/invitations/*`
  land in PR 3 + 4 of the series.
- No UI changes — useAuth extension, Members tab, and Join page
  come later (PRs 5-7).
- No WhatsApp webhook account routing (PR 8).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-31 14:51:21 +03:00
Arnas Donauskas
dcdfff938d
feat(flows): canvas / mind-map view (PR 2b of 3 — full editing)
Closes the editing-affordance gap from PR 2a. The canvas is now in
full parity with the list view for everything that fits in a node
graph: connections, deletes, and adding nodes all work on-canvas.

Adds:

  - Per-slot Handle components on the custom node renderer. Single-
    outgoing types get one handle on the right edge; condition gets
    `true` / `false` handles; send_buttons and send_list render slot
    rows inside the card with one handle each, so the user can SEE
    which button or list row they're wiring. Every non-start node
    gets a target handle on the left.

  - Drag-to-connect (`onConnect`). Looks up the source node, dispatches
    the right config patch via the new `applyEdgeConnection(node,
    sourceHandle, target)` helper, and routes through updateNodeConfig.
    Rejects self-loops silently (a button whose target is its own node
    = infinite reprompt).

  - Keyboard delete on nodes (Backspace + Delete, both for cross-OS
    parity). Routes through removeNode, which now ALSO unlinks every
    inbound reference via the new `unlinkNodeReferences(nodes, key)`
    helper. No more dangling arrows after a delete — the validator
    previously flagged these as errors and the user had to chase them
    down manually.

  - Edge delete. Selecting an edge + Delete clears just that slot's
    next_node_key (rather than removing anything), via the same
    applyEdgeConnection helper passing "" as the target.

  - Floating "+ Add node" button (React-Flow Panel, bottom-right).
    Same dropdown as the list view; drops the new node at the visible
    viewport center via reactFlow.screenToFlowPosition.

New pure helpers in src/lib/flows/edges.ts (no React, fully unit-
tested — 18 new tests, 319 total passing):

  - outgoingSlots(node) — list of {id, label} per outgoing slot.
  - applyEdgeConnection(node, sourceHandle, targetKey) — config patch
    for a drag-to-connect, or null for unrecognised handles.
  - unlinkNodeReferences(nodes, deletedKey) — clears every direct +
    nested reference to deletedKey. Returns nodes-by-identity when
    no reference matches to avoid needless re-renders.

The hook's removeNode is the only consumer of unlinkNodeReferences
right now, which means LIST-view deletes also stop leaving dangling
refs — strict improvement for both views.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-29 20:32:59 +02:00
Arnas Donauskas
bc859bcbcd
feat(flows): canvas / mind-map view (PR 1 of 3 — read-only)
The second half of the user feedback that drove send_media: the
linear-list editor reads as a checklist, not a branching flow, which
made conversational structures hard to understand at a glance. This
introduces a canvas view alongside the list — boxes + arrows, drag-
zoom-pan, labeled edges per branch slot. Canvas is the new default;
the list stays as a fallback toggle (per-browser preference,
persisted to localStorage).

PR 1 scope is intentionally read-only: render, don't edit. The
foundation is testable in isolation before adding drag-to-persist,
side-panel editing, and drag-to-connect (PR 2) and polish like
keyboard shortcuts, mobile fallback, and validator integration
(PR 3).

Pieces:
  - New @xyflow/react (~30 KB gz) + @dagrejs/dagre (auto-layout for
    pre-existing flows whose position_x / position_y are all zero —
    flow_nodes already reserved those columns in migration 010
    precisely for this).
  - Shared module src/components/flows/shared.tsx lifts NodeType,
    BuilderNode, NODE_META, summarizeNode, truncate so both views
    render nodes identically.
  - Pure helpers (no React, fully unit-tested):
      src/lib/flows/edges.ts   — derive labeled canvas edges per
                                 outgoing slot (button, list row,
                                 condition branch)
      src/lib/flows/layout.ts  — dagre wrapper + shouldAutoLayout
                                 guard so manually-positioned flows
                                 never get rearranged on open
  - FlowCanvas — client component, custom node renderer matching the
    list view's collapsed-card styling, MiniMap + Controls, attribution
    hidden.
  - FlowEditorShell — owns the Canvas / List toggle, conditionally
    mounts the right view.

21 new unit tests (layout + edges); existing 271 still pass.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-29 19:41:37 +02:00
Arnas Donauskas
62073d9915
feat(flows): add send_media node for image / video / document sends
Lets flows attach an image, video, or document (e.g. PDF invoice /
receipt) to a customer message — the most-requested gap in v1 was that
nodes were text-only. Single node with a `media_type` discriminator
rather than three node types: Meta's wire payload differs only in the
top-level key, so three types would triple the surface area (forms,
engine cases, menu entries) for no behavioural difference.

Files are uploaded directly from the builder to a new public
`flow-media` Supabase Storage bucket (per-user RLS, 16 MB cap, MIME
allowlist) and the resulting public URL is what Meta fetches at send
time. Same trade-off as the existing avatars bucket.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-29 19:11:29 +02:00
Arnas Donauskas
7bd112f61c
fix(whatsapp): register phone numbers on Meta + verify subscription state
Closes the silent-failure bug a user reported: when multiple phone
numbers are connected to the same WABA, only the first one actually
receives webhook events from Meta. The wacrm UI shows "Connected"
because the metadata probe succeeds, but Meta's activity log is
empty for every subsequent number.

Root cause
----------
The POST /api/whatsapp/config handler verified credentials with a
GET /{phone_number_id} probe and saved them to Supabase — but
never called Meta's two registration endpoints that actually wire
a number for inbound events:

  1. POST /{phone_number_id}/register
       Subscribes the number to THIS app's webhook. Requires a
       6-digit 2FA PIN the user previously set in Meta WhatsApp
       Manager → Two-step verification. Without it, Meta routes
       events for that number to whichever app last claimed it.

  2. POST /{waba_id}/subscribed_apps
       Subscribes the WABA itself to this app. Required once per
       WABA, but idempotent on Meta's side so we call on every
       save without harm.

The first number "worked" because someone (the user, Embedded
Signup, or Meta dashboard) had already done both calls for it
out-of-band. Every subsequent number silently failed.

What this PR does
-----------------
* New helpers in meta-api.ts: registerPhoneNumber (treats Meta's
  "already registered" 400 as success), subscribeWabaToApp
  (idempotent), getSubscribedApps (for the diagnostic).

* POST /api/whatsapp/config now:
    - Accepts an optional `pin` (6-digit, validated).
    - Calls subscribeWabaToApp on every save (idempotent).
    - Calls registerPhoneNumber on first save and whenever a PIN
      is supplied. Skipped when the same number is already
      registered locally and no fresh PIN is provided — re-running
      /register with a stale PIN would actually undo the active
      subscription.
    - Persists registered_at / subscribed_apps_at timestamps and
      last_registration_error for diagnostic surfacing.
    - Returns {success, registered, registration_error} so the UI
      can distinguish "creds valid" from "actually live".
    - Saves the row even when /register fails so the user can
      retry without re-entering everything.

* New diagnostic GET /api/whatsapp/config/verify-registration —
  hits Meta to confirm the saved number is reachable + the WABA
  is subscribed. Returns a per-check breakdown the UI renders.
  Solves the misleading-green-banner UX failure that caused the
  bug to go unnoticed in the first place.

* Migration 015 adds registered_at, subscribed_apps_at,
  last_registration_error to whatsapp_config. All nullable so
  existing rows survive — the UI labels them "registration status
  unknown" until the user clicks Verify or re-saves.

* whatsapp-config.tsx:
    - New PIN input with help text pointing to the exact Meta
      Manager setting and explaining why it's needed.
    - Two-tier status: existing "Credentials valid" alert (relabeled
      from "Connected" since it was misleadingly broad) PLUS a new
      Registration Status alert that flips emerald/amber based on
      the registered_at timestamp.
    - "Verify with Meta" button on the registration alert pings
      the diagnostic endpoint and renders the per-check result
      inline. Surfaces last_registration_error verbatim with a
      pointer to retry.
    - PIN clears from state after a successful save so it can't
      accidentally retrigger /register on the next save.

Tests + checks
--------------
* 9 new fetch-mock tests cover registerPhoneNumber (happy path,
  already-registered passthrough, PIN-required error verbatim,
  generic Meta error), subscribeWabaToApp (URL + bearer + error),
  getSubscribedApps (data, empty, error).
* 265/265 tests pass. Lint 0 errors. Typecheck clean. Build
  registers both /api/whatsapp/config and
  /api/whatsapp/config/verify-registration.

Out of scope
------------
* Multi-number-per-CRM-user (current schema is UNIQUE(user_id)
  so one CRM user = one number). The reported bug was
  multi-number-per-WABA across multiple CRM users, which this
  fully resolves.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-29 18:12:38 +02:00
Arnas Donauskas
c63a68c01e
chore(templates): polish pass from senior backend / FE / UX review
A focused cleanup PR that addresses the high-signal findings from
a self-review of PRs #148-153. Every change is local to the
templates surface; no schema or wire-format changes.

Safety
------
* Delete now goes through a confirmation Dialog (mirrors the
  existing tag-manager pattern). Copy explicitly tells the user
  when Meta will be hit, so a slip on the trash icon doesn't take
  the template off Meta as well as locally.
* AUTHENTICATION submit is now blocked by a persistent in-dialog
  banner + disabled submit button. The disappearing toast that
  used to fire on submit is gone — defensive `return` remains in
  handleSubmit as a second line of defense.
* updateButton uses a per-variant switch + ButtonPatch union
  instead of the partial-spread + `as TemplateButton` cast. Each
  variant's spread keeps its discriminant pinned; TS enforces
  exhaustiveness.
* New template-row-guard.ts surfaces malformed Supabase rows at
  the route boundary instead of letting buildSendComponents crash
  deep in the stack with an opaque TypeError.
* UUID regex check on /[id] PATCH+DELETE so non-UUID payloads
  return a clean 400 before hitting Supabase.

Submit-route cleanup
--------------------
* Two near-identical upsert blocks (error path + success path)
  collapsed into a buildUpsertRow + upsertTemplateRow helper.
  Adding a column now touches one place, not two.

UX copy + feedback
------------------
* Submit success toast sets the right expectation: "typical
  review time is 24 hours. Status updates automatically." Old
  copy just said "status will update once approved."
* Header media URL helper text is now actually useful: HTTPS
  requirement, ~24h lifetime, per-format size/format recommendations
  (JPEG/PNG ≥800×418 ≤5 MB for images, MP4 ≤16 MB for video, etc).
* Truncated-sync toast switches from `warning` (which auto-dismisses
  fast) to `error` with `duration: 10000` and concrete copy: "Synced
  the first 2000 templates only — your account has more. Sync again
  to continue."
* Edit and Resubmit buttons gain visible text labels alongside
  their icons + better aria-label/title pairs. A lone rotate icon
  wasn't self-explanatory.
* Broadcast picker drops the redundant "Approved" chip — every
  template in that list is APPROVED by filter, so the chip carried
  zero information. Unused templateStatusConfig import removed.

State + a11y
------------
* handleSubmit now awaits fetchTemplates BEFORE closing the dialog
  so re-opening immediately doesn't see a stale list.
* Header content / media URL / sample are preserved across format
  switches in the New Template form. The payload builder is already
  format-aware, so orphan values on hidden fields are harmless —
  and keeping them lets users switch formats to compare without
  losing typing.
* Button-type Select gains the same null-guard the header Select
  got in PR #148 (per @base-ui semantics, onValueChange can fire
  with null on deselect).
* Dynamic body-sample inputs get id + aria-label so each one is
  individually addressable (WCAG A — screen-reader announcement
  beat "edit text"). Header text + header sample inputs too.

Deliberately NOT here
---------------------
* The 940-line template-manager component is not split. It's
  cohesive (one feature surface) and splitting for size alone
  would be over-engineering.
* extractVariableIndices in the buttons loop is not memoized.
  Regex on a short URL string is sub-microsecond; a real profiler
  would never flag it.
* No JS heap secret-clearing for access tokens. Strings are
  immutable in JS — there's no way to actually clear one.

Tests: 256/256 pass (no new tests required — pure refactor +
copy + new UI elements). Lint 0 errors. Typecheck clean. Build
succeeds.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-29 17:50:11 +02:00
Arnas Donauskas
11475840e1
feat(templates): media headers + URL/copy-code button params on send
Closes the last hole left by PR 3 — until now, sendTemplateMessage
only emitted a body component, so templates with image/video/
document headers or URL-with-{{1}} buttons failed at send time
with Meta's "missing component" 400. After this PR, every
APPROVED template that wacrm can submit is also fully sendable.

New helper
----------

src/lib/whatsapp/template-send-builder.ts builds the per-send
Meta components array from a MessageTemplate row + caller-supplied
SendTimeParams. It's a different beast from template-components.ts
(which builds the SUBMISSION shape) because the send-time payload
has a different schema: header type-specific parameter objects,
button components with sub_type + index, body_text without a 2D
example wrapper, etc.

Auto-fills as much as possible from the template:

  * static IMAGE/VIDEO/DOCUMENT headers ride along using the row's
    header_media_url (or header_handle when present — preferred)
  * URL buttons without {{1}} need no per-send payload
  * QUICK_REPLY / PHONE_NUMBER buttons need nothing
  * COPY_CODE buttons fall back to the template's example so the
    most common "static promo code" case Just Works without UI

Variable-bearing fields require per-send values:

  * TEXT header with {{1}}        → messageParams.headerText
  * Body variables                 → messageParams.body[]
  * URL button with {{1}}          → messageParams.buttonParams[i]
  * COPY_CODE override             → messageParams.buttonParams[i]

19 unit tests assert the wire shape per scenario — header types,
URL button at correct index when QR buttons precede it, example
fallback, and the throw-with-specific-message paths.

sendTemplateMessage extension
-----------------------------

src/lib/whatsapp/meta-api.ts gains optional `template` +
`messageParams` args. When `template` is provided, the full
components array is built via the new helper. Legacy `params:
string[]` (body only) path is preserved as-is — old callers
behave identically. When both shapes are present, structured
messageParams.body wins.

Route + UI wiring
-----------------

POST /api/whatsapp/send and /api/whatsapp/broadcast now load the
template row by (user_id, name, language) and pass it through.
Broadcast loads once per request (not per recipient — avoids N+1).
Both accept `template_message_params` / per-recipient
`messageParams` from the client.

src/components/inbox/template-picker.tsx scans the selected
template for variable-bearing fields and renders an input per
need: header text variable, body variables (existing), URL
button suffixes. Per-button preview shows the final URL with
the substitution so the user sees what the recipient will see.
The callback shape changes to `(template, { body, headerText?,
buttonParams? })`; message-thread.tsx updated accordingly.

Out of scope
------------

Broadcast composer doesn't yet collect per-recipient header /
button params — the legacy body-only flow continues to work for
broadcasts. Templates with header / URL-button variables broadcast
fine if every recipient gets the same value via API call shape;
the UI for varying it per recipient lands in a follow-up.

This is the last PR of the Issue #147 overhaul sequence.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-29 16:38:15 +02:00
Arnas Donauskas
c7d780631b
feat(templates): webhook handler for real-time status / quality updates
Wires Meta's three template-lifecycle webhook events into the
existing /api/whatsapp/webhook route so APPROVED / REJECTED /
PAUSED transitions land locally without a manual Sync click.

Handled events
--------------

  message_template_status_update
    → flip status to the raw Meta enum (re-using normalizeStatus
      from PR 3 so PENDING_REVIEW collapses to PENDING etc.)
    → persist `reason` to rejection_reason on REJECTED so the
      red banner in template-manager shows what to fix
    → clear rejection_reason + submission_error on any other
      transition so a stale REJECTED message doesn't linger
      after re-approval

  message_template_quality_update
    → set quality_score (GREEN/YELLOW/RED). Unknown values land
      as NULL so the chip just disappears.

  message_template_components_update
    → info-log only for v1. Auto-persisting Meta's modified
      components would silently change what the user thought
      they submitted; instead we point them to "Sync from Meta"
      in the log line. A follow-up PR could surface a banner.

Lookup by meta_template_id (indexed in migration 014) — globally
unique per WABA, so no user_id filter needed. Unknown rows log a
warning instead of failing; >1 matches log a warning too in case
of cross-tenant drift.

New module
----------

src/lib/whatsapp/template-webhook.ts isolates the dispatch + each
handler. The route handler just calls
`handleTemplateWebhookChange(change, supabaseAdmin())` when
`isTemplateWebhookField(change.field)` matches, and the existing
messaging branches are short-circuited so a template event doesn't
try to read message-shaped fields off the value.

12 new tests cover: status APPROVED happy path, REJECTED with
reason, REJECTED missing reason → generic fallback, PENDING_REVIEW
normalization, missing meta_template_id no-op, unknown row warning,
quality score update, invalid quality value → NULL, components
update no-op, unknown field defensive no-op, and the field detector.

Setup requirement
-----------------

Subscribing to these fields is a one-time manual step in Meta App
Dashboard → WhatsApp → Configuration → Webhooks (no API for Cloud
API apps). Documented in a top-of-file comment block in
template-webhook.ts. Until it's done, status updates still arrive
via the manual "Sync from Meta" button — that fallback stays.

Out of scope (final PR in sequence):
  * sendTemplateMessage media + button param support (PR 6)

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-29 16:20:50 +02:00
Arnas Donauskas
a2100a3076
feat(templates): edit / resubmit / delete lifecycle endpoints
Adds the missing lifecycle operations so users can manage existing
templates without leaving wacrm.

API surface
-----------

PATCH /api/whatsapp/templates/[id]
  Edits (and re-submits) an existing Meta-side template. Used by
  the "Edit" action on APPROVED rows and "Resubmit" on REJECTED /
  PAUSED rows — same operation, different UI labels. Meta replaces
  components wholesale and flips status back to PENDING for
  re-review. Status guard rejects edits on PENDING / DISABLED /
  IN_APPEAL / PENDING_DELETION and on local-only (no
  meta_template_id) rows. Honors WHATSAPP_TEMPLATES_DRY_RUN.

DELETE /api/whatsapp/templates/[id]
  Calls Meta `DELETE /{waba_id}/message_templates?name=X&hsm_id=Y`
  when meta_template_id is set — hsm_id is critical, without it
  Meta deletes EVERY language variant of the same name. Treats
  Meta 404 as a no-op (template already gone). Always removes the
  local row.

New Meta helpers
----------------

src/lib/whatsapp/meta-api.ts gains editMessageTemplate and
deleteMessageTemplate following the established named-args +
throwMetaError pattern. Eleven new fetch-mock tests assert the
exact wire shape — especially that hsm_id always rides along when
provided, which is the difference between "delete one variant"
and "delete every variant."

UI changes
----------

src/components/settings/template-manager.tsx:
  * Edit (pencil) button visible for APPROVED rows
  * Resubmit (rotate) button visible for REJECTED / PAUSED rows
    — same flow as Edit, different label
  * Delete now calls the route handler (so Meta gets the call too)
    with a spinner during the in-flight request
  * Dialog pre-fills form from the row when opened in edit mode
  * Dialog title / CTA / description switch between "New Message
    Template" + "Submit for Approval" and "Edit Message Template"
    + "Save & Resubmit"
  * Name + language inputs are disabled in edit mode (Meta keys
    templates by id; changing either is effectively a new template)
  * Closing the dialog clears editingId so the next open starts
    fresh

Design decision
---------------

One PATCH endpoint instead of the two endpoints the plan called
for (PATCH for edit, POST for resubmit). The Meta call is the same
operation either way — the difference is UI semantics, handled in
the component. Cuts duplication; easy to split later if needed.

Out of scope (final PR remaining in the sequence):
  * Webhook handler for real-time status (PR 5)
  * sendTemplateMessage media + button param support (PR 6)

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-29 15:57:24 +02:00
Arnas Donauskas
3113738c7e
feat(templates): submit-to-Meta endpoint + component-based form builder
Closes the second half of #147. Users can now create a template in
wacrm and submit it to Meta for approval without leaving the app —
no more dummy local rows that fail with Meta error #132001 on send.

API surface
-----------

POST /api/whatsapp/templates/submit
  Auth → fetch whatsapp_config → validate payload → build Meta
  components → POST to /{waba_id}/message_templates → persist row
  with meta_template_id + status + sample_values +
  last_submitted_at. Per-field validators throw with specific
  messages before the network call, so misconfigured templates
  fail with "button #3 missing url" instead of a 400 from Meta.
  429s are detected and surfaced as "rate limit hit (100/hr)".

WHATSAPP_TEMPLATES_DRY_RUN=true short-circuits the Meta call and
issues a synthetic `dry-run-<uuid>` meta_template_id so CI and
local dev can exercise the full form without a real WABA.

New modules
-----------

src/lib/whatsapp/template-validators.ts
  Pure functions encoding Meta's caps: 1024-char body, 60-char
  footer/header, 25-char button text, 10 buttons max, 2 URL / 1
  PHONE_NUMBER / 1 COPY_CODE, QUICK_REPLY contiguity rule, URL
  example required when {{1}} is present, COPY_CODE example
  required, header media URL must be http(s), variables must be
  contiguous starting at {{1}}. 41 unit tests cover each rule.

src/lib/whatsapp/template-components.ts
  Translates our local row shape into Meta's components array
  (HEADER → BODY → FOOTER → BUTTONS, body_text examples as a 2D
  array per spec, header_handle preferred over header_url when
  both are present). Snapshot tests assert the wire shape.

src/lib/whatsapp/template-status-normalize.ts
  Single source of truth for upstream→local status mapping.
  Replaces the duplicated normalizer in sync/route.ts; the
  upcoming webhook handler will share it too.

src/lib/whatsapp/meta-api.ts
  New submitMessageTemplate() helper following the existing
  named-args + throwMetaError pattern.

Form rewrite
------------

src/components/settings/template-manager.tsx replaces the flat
form with a component-based builder:

  * Header: format select (None / Text / Image / Video / Document)
    + conditional inputs — text + variable-aware sample row for
    TEXT, URL paste for media (file upload slot ready for the
    Resumable Upload follow-up)
  * Body: textarea with live {{N}} extraction → sample-value rows
    auto-appear and shrink as variables are added/removed
  * Footer: 60-char capped input
  * Buttons editor: add up to 10, per-row type picker
    (Quick Reply / URL / Phone / Copy Code), conditional URL +
    example + phone + code fields, X to remove
  * Card display now surfaces rejection_reason / submission_error
    (red banner) and quality_score (GREEN/YELLOW/RED chip)
  * AUTHENTICATION shows a "create in Meta Manager + Sync" banner
    and disables Submit — that category has a different shape
    (fixed body, mandatory OTP button) and lands in a follow-up

Side effects
------------

  * Broadcast Step 1 picker (step1-choose-template.tsx) now
    filters to status='APPROVED' to match the inbox picker —
    selecting a non-approved template would 400 on send.
  * .env.local.example documents META_APP_ID (Resumable Upload
    follow-up) and WHATSAPP_TEMPLATES_DRY_RUN.

Out of scope (subsequent PRs):
  * Edit / resubmit / delete endpoints (PR 4)
  * Webhook handler for real-time status (PR 5)
  * sendTemplateMessage media + button param support (PR 6)
  * Resumable Upload + AUTHENTICATION builder (follow-up)

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-29 15:34:58 +02:00
Arnas Donauskas
aa4f34c94c
feat(templates): store raw Meta status enum + lay schema groundwork for submission
Switches message_templates.status from the local TitleCase set
(Draft|Pending|Approved|Rejected) to Meta's raw enum (DRAFT|PENDING|
APPROVED|REJECTED|PAUSED|DISABLED|IN_APPEAL|PENDING_DELETION) and
adds the columns the upcoming submit / edit / resubmit / webhook
flows need. No new user-facing behavior — this is groundwork.

Migration 014 also adds:

  * sample_values JSONB        Meta requires these for variable templates
  * meta_template_id TEXT      hsm_id for scoped edit/delete (avoids
                               nuking sibling-language variants)
  * rejection_reason TEXT      surfaced from webhook on REJECTED
  * quality_score TEXT         GREEN | YELLOW | RED, from webhook
  * header_handle TEXT         from Resumable Upload (media headers)
  * header_media_url TEXT      URL fallback for media headers (v1 path)
  * submission_error TEXT      last 4xx from Meta, for retry surface
  * last_submitted_at          rate-limit awareness (100 creates/hour)
  * buttons JSONB shape CHECK  permissive array-of-typed-objects guard
                               (strict per-type validation lives in API)
  * UNIQUE (user_id, name, language)
                               so sync upsert is atomic and prevents
                               duplicate language variants
  * idx on meta_template_id    fast webhook lookup

Sync route now:
  * persists Meta's status verbatim (PAUSED no longer collapses to
    REJECTED — these are different states with different recoverability)
  * parses BUTTONS components into the new discriminated-union shape
  * extracts sample_values from body.example.body_text + header.example
  * persists meta_template_id, quality_score, header_handle

Shared template-status.ts gives the manager / inbox picker / broadcast
picker one source of truth for labels + dark-theme badge classes.

Part of the Issue #147 overhaul plan (PR 2 of 6 in the sequence).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-29 12:12:01 +02:00
Arnas Donauskas
4e89b2b902
feat(flows): soft-GA — open to all users + Beta label
The Flows feature was previously gated on a per-account
`profiles.beta_features` opt-in: the sidebar entry was invisible
to non-beta accounts, every /api/flows route 404'd, the webhook
dispatcher was a no-op, and the agent-handoff pause was skipped.

This PR opens the surface to every authenticated user. A small
"Beta" chip in the sidebar nav + on the /flows page H1 keeps the
"young feature" signal without holding anyone out.

Removed:
- `src/lib/flows/feature-flag.ts` + its tests (-11 tests).
- The `requireFlowsBeta` / `requireFlowsBetaAndOwnership` helpers
  in the API routes — collapsed to plain `requireUser` / RLS
  ownership.
- The `isProfileFlowsEnabled` helper + branch in the webhook
  dispatcher — the runner takes the cheap "no_match" exit on
  accounts with no active flows (single indexed SELECT).
- The agent-handoff pause gate in /api/whatsapp/send — the UPDATE
  matches zero rows when no active run exists, also cheap.
- Client-side beta gates in the 3 flows pages (and the redundant
  `useAuth` + `profileLoading` plumbing they needed).
- The defensive message-bubble gate that would have rendered
  interactive replies as plain text for non-beta accounts.
- The `betaKey` field on the sidebar NavItem schema, replaced by a
  simpler boolean `beta` that purely drives the visual chip.

Kept:
- `profiles.beta_features` column. Generic mechanism for future
  beta gates; no current feature reads it. Comments in
  `src/types/index.ts` + `use-auth.tsx` updated to say so.
- The chip can be removed in a one-liner once the team's satisfied
  Flows has bedded in.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-22 17:16:58 +03:00
Arnas Donauskas
32022c13fe
feat(theme): sweep remaining violet-* → primary across all surfaces
PR #132 (color themes) only tokenized the high-visibility chrome.
Inbox / contacts / pipelines / broadcasts / automations / auth /
settings sub-forms still had ~150 hard-coded `violet-*` classes
across ~32 files, so picking a non-violet theme felt half-broken —
sidebar and header changed colour, but message bubbles, deal cards,
and the broadcast wizard all stayed violet.

This is the mechanical follow-up: replace every `violet-N(/N)?`
with `primary(/N)?` so the theme picker themes the whole app.

Two non-trivial swaps inside the pass:
- `text-white` on a `bg-primary` button → `text-primary-foreground`.
  Emerald and Amber define a *dark* `--primary-foreground` because
  their primaries are bright; `text-white` over those would tank
  contrast.
- `bg-primary hover:bg-primary` (hover identical to base — original
  code had this latent bug from `hover:bg-violet-500`) → adds `/90`
  on hover so the lift is visible.

Test update:
- `broadcast-status.test.ts` asserted shade numbers (`bg-X-N/10`).
  Relaxed the regex to also accept token form (`bg-X/10`) since
  brand-accent status badges now ride the active theme.

Files touched: 49. Lint clean (existing warnings only), 173/173
tests, typecheck + build green.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-22 17:00:32 +03:00
Arnas Donauskas
54a969c56d
feat(settings): color theme picker (5 themes)
Adds a new "Appearance" tab in Settings with 5 dark color themes
(Violet, Emerald, Cobalt, Amber, Rose). Pick a theme → applied
immediately and persisted to localStorage. Boot script in the root
layout replays the pick before first paint so there's no
flash-of-default on subsequent loads.

Implementation, ordered the way it's read:

1. `globals.css` — 5 `html[data-theme="..."]` blocks extracted
   verbatim from the design handoff at project/Color Themes.html.
   `:root` mirrors Violet so SSR / first-paint renders correctly
   even before the boot script runs. Three new tokens
   (`--primary-hover`, `--primary-soft`, `--primary-soft-2`) added
   to all themes — used by tinted-primary surfaces.

2. `src/lib/themes.ts` — single source of truth for the catalog
   (id, name, tagline, swatch). Adding a theme = append a CSS
   block + append an entry here.

3. `src/hooks/use-theme.tsx` — ThemeProvider client component. Reads
   what the boot script already applied, syncs across tabs via the
   `storage` event, persists to localStorage. Falls back to a no-op
   setter when used outside the provider.

4. `src/app/layout.tsx` — inline `beforeInteractive` script that
   reads localStorage and sets `documentElement.dataset.theme`
   before React hydrates. Knowledge of valid theme IDs comes from
   the THEME_IDS constant so adding a theme doesn't silently break
   the boot path. Wraps the tree in ThemeProvider.

5. `src/components/settings/appearance-panel.tsx` — picker UI. 5
   cards, swatch + name + tagline + a 4-tone preview strip. Active
   card carries a primary-tinted ring + "Active" chip.

6. `src/app/(dashboard)/settings/page.tsx` — new "appearance" tab
   alongside profile/whatsapp/templates/tags.

7. Key-surface tokenization — replaced hard-coded `violet-*` with
   `primary` tokens on the high-visibility surfaces so the theme
   switch feels real: sidebar logo + active nav + unread dot +
   avatar fallback, header avatar, dashboard-shell loading
   spinner, Flows header icon + entry-node picker icon + entry
   badge + flash ring, Flows list page (template card hover,
   FlowCard icon), Flows editor + runs "back" links, Settings tabs
   active state.

NOT touched (intentional follow-ups):
- Per-node-type colors in flow-builder.tsx NODE_META — those are a
  deliberate per-type rainbow, not a brand accent.
- The inbox/contacts/pipelines surfaces — many `violet-*` usages
  there. Sweep is a contained follow-up; the user explicitly
  scoped this PR to "tokens + tab + key surfaces".

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-22 16:48:40 +03:00
Arnas Donauskas
dcaba6e612
Merge remote-tracking branch 'origin/main' into feat/flows-drop-reread-and-limit
# Conflicts:
#	src/lib/flows/engine.ts
2026-05-22 15:56:39 +03:00
Arnas Donauskas
56ec96d50d
perf(flows): drop wasted re-read after reprompt reset + defensive limit(1)
Two small things noticed in review:

1. handleReplyForActiveRun did UPDATE reprompt_count=0 → SELECT *
   the whole row → use it. The re-read existed because the
   collect_input capture branch wrote `vars` to the DB without
   mirroring the change to the local `run` object — so the next
   advance step would interpolate stale vars otherwise.

   Mirror the UPDATE in-memory instead. Also skip the reset UPDATE
   when reprompt_count is already 0 (the common case after a
   successful collect_input — that branch already zeroed it).

2. loadActiveRunForContact used .maybeSingle() which throws on >1
   row. The partial unique index makes that impossible by design,
   but a migration glitch or manual SQL could produce one and would
   crash dispatch for that contact's webhook forever. Switch to
   .order().limit(1) so the runner picks the newest and lets the
   cron sweep clean up duplicates if any ever appear.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-22 15:48:09 +03:00
Arnas Donauskas
8ffb043303
Merge pull request #125 from ArnasDon/feat/flows-preload-nodes
perf(flows): preload all flow_nodes once per dispatch
2026-05-22 15:46:38 +03:00
Arnas Donauskas
dc58f71925
perf(flows): preload all flow_nodes once per dispatch
The advance loop called loadNode() on every iteration — one DB
round trip per node visited. A flow with 5 chained auto-advance
nodes (send_message → condition → set_tag → send_message → end)
cost 5 sequential round trips synchronous in the webhook hot path.
At ~50ms each that's 250ms before the customer sees anything.

Switch to a single upfront SELECT into a Map<node_key, FlowNodeRow>
keyed on the flow_id, passed through advanceFromNodeKey and
handleReplyForActiveRun. The advance loop is now in-memory and the
hot path costs one round trip regardless of chain length.

node_not_found semantics are preserved: missing keys still end the
run with that reason, same as the old per-node lookup.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-22 15:44:40 +03:00
Arnas Donauskas
4b368139f3
Merge pull request #124 from ArnasDon/feat/flows-atomic-execution-count
fix(flows): atomic execution_count increment via SECURITY DEFINER RPC
2026-05-22 15:42:38 +03:00
Arnas Donauskas
e83538678a
fix(flows): atomic execution_count increment via SECURITY DEFINER RPC
startNewRun read flows.execution_count from a cached row and wrote
`cached + 1`. Two concurrent webhooks starting runs on the same flow
for different contacts both read N and both write N+1 — one count
permanently lost.

Mirrors the automations engine's solution (migration 007): a tiny
SECURITY DEFINER function that does the increment server-side, locked
to the service role. The engine's call becomes a single RPC.

The counter is best-effort: if the RPC fails we log + continue rather
than failing the run for a stat error.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-22 15:39:00 +03:00
Arnas Donauskas
8ac764e3b8
fix(flows): redact customer text from reply_received event payload
The `reply_received` event was persisting `text: message.text` verbatim
into flow_run_events.payload. A customer prompted "what's your card
number?" by a collect_input node would leave the PAN sitting in the
events table forever, surfaced via the runs viewer to anyone with
access.

Switch to `text_length` only. The `node_entered` event already records
`captured_length` for the same reason after a successful capture; this
makes the asymmetry symmetric.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-22 15:35:42 +03:00
Arnas Donauskas
ed15493f95
feat(flows): templates + v1.5 nodes (collect_input/condition/set_tag) + run-history viewer (PR 4/4)
Final feature PR before GA cleanup. Closes the gap between "flow
runner works" (PR 2) and "users have everything they need to build
real automation" — three new node types, plain-text sends actually
sending, three starter templates, a run-history page for debugging.

What landed:

  1. engineSendText helper (src/lib/flows/meta-send.ts) — wraps
     sendTextMessage with the phone-variant retry + DB persistence
     pattern. Unblocks send_message + collect_input nodes that
     previously auto-advanced without sending.

  2. Three new node types in the engine:
     - collect_input: sends a prompt, suspends, captures the next
       text reply into flow_runs.vars[var_key], advances. Supports
       {{vars.X}} interpolation in downstream prompts + handoff
       notes.
     - condition: branches on subject (var / tag / contact_field)
       with operators (equals / contains / present / absent).
       Auto-advancing, no Meta call. Pure predicate logic exported
       as evaluateConditionPredicate with 7 new unit tests.
     - set_tag: upsert/delete on contact_tags then advance. Non-
       fatal on write failure — logged + advances anyway so a tag
       glitch doesn't strand the customer.

  3. Real send_message — calls engineSendText, logs the result,
     handles errors by ending the run with status='failed'. Same
     {{vars.X}} interpolation.

  4. Three starter templates (src/lib/flows/templates.ts):
     - Welcome menu (the owner's brief example)
     - FAQ bot (keyword → list → answers → end)
     - Lead capture (first_inbound → collect_input chain → handoff
       with vars in the note)
     POST /api/flows now accepts {template_slug} to clone a
     template into a fresh draft. GET /api/flows/templates exposes
     the gallery shape (no nodes payload — fetched on actual clone).

  5. Builder UI extensions:
     - NODE_META + config sub-forms for collect_input, condition,
       set_tag.
     - Template gallery on the /flows New-flow dialog (loads from
       /api/flows/templates, falls back gracefully if absent).
     - "Runs" button in the editor header → /flows/[id]/runs.

  6. Run-history viewer at /flows/[id]/runs — newest-first list of
     the 50 most recent runs, with expandable per-run event
     timeline (started, node_entered, message_sent,
     reply_received, fallback_fired, handoff, timeout, error,
     completed). Useful for debugging "why didn't my flow advance?"
     from the brief's use case.

  7. Validator updates: new error rules for each new node type
     (prompt_text required, var_key alphanumeric, operator valid,
     true_next/false_next exist, etc.). outgoingEdges helper now
     covers collect_input/condition/set_tag for reachability.

All gated behind isFlowsEnabled(profile). Non-beta accounts see no
change. Run-history API is also 404 for non-beta.

Validation: 173/173 tests pass (added 7 new for the predicate);
typecheck + lint + build all clean.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-22 14:27:01 +03:00
Arnas Donauskas
4871d7aa06
feat(flows): no-code builder UI + flows API + validator (PR 3/4)
Ships the surface that lets opted-in beta accounts build, save, and
activate WhatsApp conversation flows entirely from the web UI — no
SQL fixtures needed. Sidebar gets a "Flows" entry (hidden for
non-beta accounts), the /flows list page surfaces existing flows,
/flows/[id] is the linear-list editor.

Wraps the runner from PR 2 with everything a real user needs to
build the welcome-menu example end-to-end.

What landed:

  1. `src/lib/flows/validate.ts` — pure validator. Checks entry
     node exists, all next_node_key refs resolve, no unreachable
     nodes, Meta-limit violations (button title ≤20, ≤3 buttons,
     ≤10 list rows, ≤24 chars per list row). 24 unit tests.

  2. `src/app/api/flows/route.ts` — GET (list user's flows),
     POST (create draft).

  3. `src/app/api/flows/[id]/route.ts` — GET (load with nodes),
     PUT (replace name + trigger + nodes; delete-then-insert),
     DELETE (cascade clean-up).

  4. `src/app/api/flows/[id]/activate/route.ts` — status toggle.
     Activation runs the validator; returns 422 + the full issue
     list when blocked.

  5. `src/app/(dashboard)/flows/page.tsx` — list of cards, "New
     flow" dialog, delete with confirm.

  6. `src/app/(dashboard)/flows/[id]/page.tsx` — editor shell
     that loads data and hands it to FlowBuilder.

  7. `src/components/flows/flow-builder.tsx` — the editor itself.
     Header with name + save/activate/pause/delete; trigger
     panel; entry-node picker; node list with expandable per-node
     config forms (start, send_buttons, send_list, send_message,
     handoff, end); bottom validation panel that mirrors what the
     server's activate endpoint would reject.

  8. `src/components/layout/sidebar.tsx` — Flows entry between
     Automations and Settings, rendered only when isFlowsEnabled.

Every API route + page is gated server-side by isFlowsEnabled —
non-beta accounts get 404 (not 403) so the routes don't even hint
at existing. UI gate is for snappy redirect; security is at the
API layer.

Validation: 166/166 tests pass (added 24 validator tests);
typecheck + lint + build all clean.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-22 13:57:38 +03:00
Arnas Donauskas
d0b50f4e61
feat(flows): runner engine + webhook integration + agent-handoff + cron sweep (PR 2/4)
Brings the Flows feature alive end-to-end for beta-opted-in accounts.
Still no UI — flows are defined via direct SQL inserts in v1; the
no-code builder lands in PR 3. Everything in this PR is gated behind
`isFlowsEnabled(profile)` so non-beta accounts behave identically to
before.

What landed:

  1. `src/lib/flows/types.ts` — DB row + discriminated-union node
     config types, plus the `ParsedInbound` shape and a
     `DEFAULT_FALLBACK_POLICY`.

  2. `src/lib/flows/fallback.ts` — pure policy resolver. Decides
     whether an unknown reply triggers a reprompt (up to N times),
     a handoff, or end. 11 unit tests.

  3. `src/lib/flows/engine.ts` — `dispatchInboundToFlows()` entry
     point. Loads the active run (if any), checks idempotency via
     `flow_run_events`, advances the run through a synchronous
     auto-advance loop that suspends only at nodes that need
     customer input. Each suspending node calls
     `engineSendInteractive{Buttons,List}` and persists the new
     current_node_key via an optimistic UPDATE with a precondition
     on the OLD key — concurrent inbounds collide cleanly.
     11 unit tests for the pure-logic helpers.

  4. `src/app/api/whatsapp/webhook/route.ts` — invokes the runner
     between the broadcast-reply flag and the automation dispatch.
     When the runner consumes the inbound (started a flow, advanced
     one, applied a fallback), suppresses `new_message_received`
     and `keyword_match` automation triggers — the customer is
     navigating the bot menu, not throwing a keyword. Relationship
     triggers (new_contact_created, first_inbound_message) still
     fire regardless.

  5. `src/app/api/whatsapp/send/route.ts` — after a successful
     agent message, marks any active flow run for that contact as
     `paused_by_agent`. Best-effort: a write failure is logged but
     doesn't block the send response.

  6. `src/app/api/flows/cron/route.ts` — sweeps active runs whose
     `last_advanced_at` is older than the flow's
     `fallback_policy.on_timeout_hours` (default 24h). Marks them
     `timed_out` and writes a `flow_run_events.timeout` row. Re-uses
     `AUTOMATION_CRON_SECRET` so operators don't have to provision
     a second secret.

Test surface in this PR:
  - 142/142 tests pass (added 22 new unit tests across fallback +
    engine pure logic)
  - typecheck clean
  - 0 new lint errors
  - build clean

Manual end-to-end verification arrives via the SQL fixture in the
PR description (a 3-node Welcome → buttons → handoff flow).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-22 13:36:39 +03:00
Arnas Donauskas
dc245d5914
feat(flows): foundation for interactive WhatsApp messages (PR 1/4)
Foundation for the upcoming WhatsApp chatbot flow builder. No runner,
no UI yet — just the plumbing that lets the codebase SEND interactive
messages (button replies + lists) and RECEIVE the taps as structured
message rows. Plan: ~/.claude/plans/understood-research-such-functionality-binary-lake.md

## What's in this PR

### Migration 010_flows.sql
- New tables: flows, flow_nodes, flow_runs, flow_run_events
- Linchpin partial unique index on flow_runs(user_id, contact_id) WHERE status='active' — at most one active run per contact, makes concurrent webhook deliveries idempotent at the DB layer
- Widens messages.content_type CHECK to allow 'interactive'
- New messages.interactive_reply_id column for the tapped button/row id
- RLS on every table; flow_runs added to supabase_realtime publication
- Idempotent throughout — matches the 009_message_actions.sql template

### Interactive Meta senders (src/lib/whatsapp/meta-api.ts)
- sendInteractiveButtons: type='interactive', interactive.type='button', up to 3 reply buttons
- sendInteractiveList: type='interactive', interactive.type='list', up to 10 rows across sections
- Limits exported as INTERACTIVE_LIMITS so flow validation can share the constants
- All Meta caps validated BEFORE the network call (button title ≤20 chars, list row title ≤24 chars, ≤10 total rows, no duplicate row ids, body ≤1024 chars, etc.) — misconfigured flows fail at save time instead of as a customer-facing 400 mid-conversation

### Webhook (src/app/api/whatsapp/webhook/route.ts)
- Extends WhatsAppMessage interface with `interactive?: { type, button_reply?, list_reply? }`
- parseMessageContent returns a new `interactiveReplyId` field; refactored to use a shared `empty` base so every return site picks up the new field without 9 explicit copies
- New `case 'interactive'`: uses the tapped option's TITLE as content_text (so the inbox bubble reads "Existing customer", not a UUID) and stashes the id separately
- 'interactive' added to ALLOWED_CONTENT_TYPES so the messages insert no longer coerces it to 'text'

### Inbox bubble (src/components/inbox/message-bubble.tsx)
- New `case "interactive"` in MessageContent renders the tap with a small "↩ Button reply" affordance so agents reading the inbox can tell at a glance that this was a tap rather than the customer typing the same words

### Types (src/types/index.ts)
- ContentType union extended with 'interactive'
- Message.interactive_reply_id field

### Engine helpers (src/lib/flows/)
- admin-client.ts: thin service-role client wrapper, mirrors automations/admin-client.ts
- meta-send.ts: engineSendInteractiveButtons / engineSendInteractiveList — adapts the Meta senders for service-role use, persists messages with sender_type='bot' content_type='interactive', uses the same phone-variant retry as automations/meta-send.ts. Unused in PR #1; ready for the runner in PR #2

### Tests
- 13 new vitest cases in meta-api.test.ts covering Meta's limit validation + payload-shape assertions for both interactive senders

## Validation
- npm test → 102/102 (was 89; 13 new)
- npm run lint → 0 errors
- npm run typecheck → clean
- npm run build → clean

## What's NOT in this PR
- The runner (dispatchInboundToFlows) — PR #2
- Builder UI / API surface — PR #3
- collect_input / condition / set_tag nodes + templates — PR #4
- react-flow canvas + http_fetch — v2 (PR #5)

## Risks tracked from the plan
- messages.content_type CHECK widening: grep'd every consumer; message-bubble.tsx, reply-quote.tsx, send/route.ts, automations/meta-send.ts all handle the new variant correctly (or accept it as a defaulted fallthrough)
- engineSendText / engineSendInteractive share ~80% of code; deliberately not pre-factored yet — let both stabilize, extract a shared base in PR #2 once the shape settles

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-22 13:12:27 +03:00
Arnas Donauskas
9c4a46d990
feat(beta): per-account beta_features flag on profiles, gating Flows
Scaffolding for the upcoming WhatsApp Flows feature. The whole Flows
stack (interactive button/list send + parse, server-side runner, no-
code builder, templates) will land across the next ~4 PRs *behind*
this gate so the owner can dogfood the feature on their own account
before exposing it to teammates or downstream pullers of the OSS.

What this lands:

  1. `profiles.beta_features TEXT[] NOT NULL DEFAULT ARRAY[]::TEXT[]`
     — generic opt-in column, lives on the existing profiles table.
     Empty by default for every existing row.

  2. `src/lib/flows/feature-flag.ts` — `isFlowsEnabled(profile)`
     predicate + `BETA_FEATURE_FLOWS` constant. Single source of
     truth for the gate; later PRs import this in every guarded
     surface (sidebar nav, /flows page, /api/flows routes, webhook
     dispatcher).

  3. `Profile.beta_features` added to the shared TS type and the
     auth hook's local copy. Auth hook loads the column and
     defaults it to `[]` defensively if the DB read returns null.

  4. 11 unit tests covering null/undefined/empty/mismatched cases,
     including case sensitivity (only lowercase `'flows'` opts in)
     and defensive guards against malformed input.

How the owner enables it for their own account, once merged:

    UPDATE profiles
    SET beta_features = array_append(beta_features, 'flows')
    WHERE user_id = '<their-auth-uid>';

How we ship it to everyone, when ready: grep-and-delete the
`isFlowsEnabled()` callsites in one cleanup PR.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-22 12:57:33 +03:00
Arnas Donauskas
339b1fe94f
feat(inbox): reactions, reply-to, and copy on chat messages
Adds three WhatsApp-standard affordances to the inbox: per-message
emoji reactions, reply-with-quote, and copy-text. Bubbles stay pure
presenters — actions layer on by composition (MessageActions wraps
MessageBubble). Hover toolbar on desktop, long-press (onContextMenu)
on touch.

Data model (migration 009):
- messages.reply_to_message_id (self-FK, ON DELETE SET NULL) so replies
  survive a deleted parent
- message_reactions table — one row per (message, actor) with a unique
  constraint, conversation_id denormalised so Supabase Realtime can
  filter without a join
- RLS scoped via conversation ownership; service-role bypass for the
  webhook

API:
- /api/whatsapp/send accepts reply_to_message_id, resolves the parent's
  Meta message_id and forwards it as context.message_id
- /api/whatsapp/react (new) sends Meta reaction payloads and mirrors
  the upsert/delete into message_reactions
- Webhook stops storing inbound reactions as fake text messages and
  instead upserts/deletes message_reactions; inbound replies (context.id)
  resolve to internal UUID and populate reply_to_message_id

UI:
- MessageActions hover toolbar with inline 6-emoji Popover (static set;
  no emoji-picker library)
- ReplyQuote shared between the in-bubble quote and the composer chip
- MessageReactions pill row with click-to-toggle
- Thread subscribes to message_reactions filtered by conversation_id;
  optimistic upsert with rollback on failure

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-19 16:17:26 +03:00
Arnas Donauskas
db11f76226
test: foundational Vitest suite for security + critical pure logic
Adds the first test layer to the repo. Vitest is wired into the
existing CI workflow between typecheck and build so every PR gets the
same gating before merge. No source code under test was modified; this
PR only adds the test framework + tests.

Coverage focuses on the highest-impact pure modules — security-critical
crypto/HMAC, the phone-number pipeline every outbound message touches,
the rate-limiter that protects send/broadcast, automation activation
validation, and dashboard date math. 89 tests across 7 files; full run
is ~300ms.

Modules covered:
- lib/whatsapp/encryption — GCM round-trip, tamper detection (auth tag,
  ciphertext, IV length, auth-tag length), legacy CBC compat, format
  detection, malformed input
- lib/whatsapp/webhook-signature — valid/invalid HMAC, missing header,
  wrong prefix, length-mismatch guard, fail-closed when secret unset
- lib/whatsapp/phone-utils — sanitize, normalize, phonesMatch with
  trunk-prefix tail fallback, isValidE164 boundaries (7–15 digits,
  non-zero start), phoneVariants insert/remove with dedupe,
  isRecipientNotAllowedError detection
- lib/rate-limit — first-request math, exact-limit boundary, per-key
  isolation, window expiry with fake timers, 429 response shape,
  Retry-After clamp
- lib/automations/validate — every step type's required fields, wait
  amount/unit boundaries, webhook URL validation (missing / non-http /
  malformed), assign_conversation mode branching, recursive condition
  walking with stable dot-paths, unknown step types
- lib/broadcast-status — known status lookups, pulse flag, dark-theme
  class shape, fallback for unknown strings
- lib/dashboard/date-utils — startOfLocalDay, daysAgoStart, localDayKey
  zero-padding, lastNDayKeys (1, N, month crossing), Monday-first DOW

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-18 16:06:02 +03:00
Arnas Donauskas
15a05eb280
Extract marketing site to ArnasDon/wacrm-site
Forks of this repo no longer inherit the wacrm.tech landing page
and docs — those move to the dedicated marketing-site repo at
https://github.com/ArnasDon/wacrm-site (deployed to wacrm.tech).

Changes here:
- Replace src/app/page.tsx with a redirect to /dashboard.
  Middleware already handles the unauth → /login bounce, so this
  works for both auth states.
- Drop src/app/{docs,opengraph-image.tsx,robots.ts,sitemap.ts}.
- Drop src/components/{landing,docs,seo} and src/lib/{seo,docs}.
- Drop the top-level docs/ markdown — moved to wacrm-site/docs.
- Slim src/app/layout.tsx metadata down to product chrome
  (no public OG cards, robots: noindex).
- Drop `marked` from dependencies; refresh package-lock.
- Refocus README on self-hosting; point readers at wacrm.tech/docs.

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-18 12:21:13 +03:00
Arnas Donauskas
1f2849df75
Merge remote-tracking branch 'origin/main' into chore/whatsapp-trademark-symbol
# Conflicts:
#	README.md
#	docs/README.md
#	docs/automations-and-cron.md
#	docs/supabase-setup.md
#	docs/whatsapp-setup.md
#	src/app/opengraph-image.tsx
#	src/components/landing/hero.tsx
#	src/lib/seo/site-config.ts
2026-05-06 13:50:03 +03:00
Arnas Donauskas
4bb157c705
Merge remote-tracking branch 'origin/main' into chore/hostinger-accent-palette
# Conflicts:
#	src/app/icon.tsx
#	src/components/docs/shell.tsx
#	src/components/landing/footer.tsx
#	src/components/landing/nav.tsx
2026-05-06 13:35:46 +03:00
Arnas Donauskas
e46844d527
chore: add WhatsApp® on first mention across user-facing surfaces
Per Meta's brand-use guidance for third-party products, the registered
trademark symbol (®) should appear on the FIRST mention of "WhatsApp"
on each user-facing page. Subsequent mentions on the same page are
left plain.

Surfaces touched (one-per-page first mention):
- Landing hero badge ("Built on the official WhatsApp® Business API").
- src/lib/seo/site-config.ts: SITE_TAGLINE and SITE_DESCRIPTION
  (rendered into <title> and <meta description> on every page).
- src/app/opengraph-image.tsx: hero text in social-share image.
- Settings, Inbox connection banner, Automations page subtitle.
- README.md tagline.
- All public docs pages (docs/README.md, docs/whatsapp-setup.md,
  docs/getting-started.md, docs/supabase-setup.md,
  docs/environment-variables.md, docs/deployment-hostinger.md,
  docs/automations-and-cron.md, docs/architecture.md,
  docs/troubleshooting.md).

Out of scope: SITE_KEYWORDS (the meta-keywords array isn't
user-rendered text — putting ® on every keyword would look broken in
the meta tag).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-06 12:13:26 +03:00
Arnas Donauskas
77dfa4f165
chore: switch accent palette to Hostinger violet, drop emerald green
The legal brief on third-party trademark use says: avoid the WhatsApp
teal/green palette and any visual treatment that could read as a
WhatsApp/Meta product. Emerald-500 was used as the primary brand colour
across hero, CTAs, sidebar, charts, badges, and the favicon — close
enough in hue to WhatsApp's signature green to muddy the line.

Swapping to Tailwind violet (which matches the Hostinger brand purple
#7c3aed) makes the visual identity unambiguously ours.

Scope:
- Mechanical Tailwind class swap: emerald-* → violet-* across src/.
- src/app/globals.css: --primary, --ring, --sidebar-primary, --sidebar-ring,
  --chart-1 oklch tokens swapped from emerald (oklch 0.696 0.17 162) to
  Hostinger-aligned violet (oklch 0.526 0.247 293).
- src/app/icon.tsx: favicon background #10b981 → #7c3aed.
- src/app/opengraph-image.tsx: badge bg, accent text, gradient.
- src/components/landing/hero.tsx + cta-banner.tsx: radial-gradient hex.
- src/components/landing/mock/analytics-mock.tsx: marketing chart line.
- src/components/dashboard/conversations-chart.tsx + response-time-chart.tsx:
  "Outgoing" series colour. Distinguishable from "Incoming" blue at a
  glance; we can revisit the chart pair later for stronger colourblind
  contrast (separate concern).
- README.md: license badge colour parameter.

Out of scope:
- src/components/settings/tag-manager.tsx still offers "Emerald" as one
  of the user-pickable contact-tag colours alongside Blue / Yellow / Red
  / etc. — that's a user data choice, not a brand mark.

Contrast check: white text on #7c3aed measures ~4.78:1 (WCAG AA passing
for normal body text). Violet-400 (#a78bfa) on slate-950 measures ~10:1
for accent text, well clear of AA.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-06 11:57:12 +03:00
Arnas Donauskas
faee4eea44
chore: rename product to "CRM Template for WhatsApp"
Drops the "WaCRM" branded name across user-facing surfaces in favour
of a descriptive name. Branded names that imply WhatsApp ownership or
sponsorship are a trademark fair-use risk; a relationship-based name
("CRM Template for WhatsApp") sidesteps that.

Scope:
- Brand text in nav, sidebar, footer, docs shell, mock window chrome.
- SITE_NAME / SITE_DESCRIPTION / legalName in src/lib/seo/site-config.ts.
- README, CONTRIBUTING, docs/, .github/ templates and policies.
- package.json description.
- Auth pages, settings copy, FAQ, code comments.

Out of scope (intentionally — these are infra renames the project
owner should drive separately so links and the package lockfile stay
consistent):
- The github.com/ArnasDon/wacrm repo URL.
- The wacrm.tech domain / homepage field.
- The package.json "name" field.
- The Hostinger application name and Meta system-user name in deploy
  docs (existing-deployment instructions).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-06 11:52:11 +03:00
Arnas Donauskas
a9df9cd3bf
docs: drop alternative-hosts page, keep Hostinger as the only path
The template is about shipping on Hostinger. Offering Vercel / Railway
/ raw VPS / Docker alongside it blurs that story and creates support
surface for hosts we don't actually test against.

- Delete docs/deployment-alternatives.md.
- README Deploy list drops the "Alternative hosts" bullet.
- docs/README.md reading-order drops step 6 and renumbers.
- docs/architecture.md drops its trailing "Next step" pointer to
  the removed page.
- src/lib/docs/content.ts drops the deployment-alternatives entry;
  remaining pages renumbered to 5..8.

Verified: /docs sidebar now lists 8 pages,
/docs/deployment-alternatives → 404.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-20 21:51:10 +03:00
Arnas Donauskas
7cd0f46369
docs: README polish + architecture + alt hosts
Finishes the template-readiness sequence. All docs — nothing runtime.

README.md
  Rewrites the landing page of the repo to actually sell what it is
  to someone finding the repo cold on GitHub search.
  - Shields.io badges: MIT, CI status, Next.js 16, Supabase, GitHub
    stars.
  - "What you get out of the box" bullet list — inbox, contacts,
    pipelines, broadcasts, automations, dashboard, account
    management — so the feature surface is visible before the reader
    scrolls.
  - "Why fork this?" section: full ownership, full customisation,
    zero ops to start, real security primitives. Frames WaCRM as a
    template, not an SDK.
  - Docs section reorganised into Setup / Deploy / Reference to
    match the in-app /docs viewer and docs/README.md.
  - Contributing section rewrites the stale "Pull requests welcome"
    line to match the fork-first framing from PR #73.

docs/architecture.md  (new)
  One-page tour for forkers: stack table, full folder layout,
  two ASCII request-lifecycle diagrams (inbound webhook + outbound
  send), security primitives rundown, and a "where to change things"
  index that maps common customisation tasks to source files. This
  is the thing I wish I'd had the first time I opened a forked
  template.

docs/deployment-alternatives.md  (new)
  Short blocks for Vercel, Railway, raw VPS, and Docker. Each covers
  env-var setup, cron strategy (Vercel cron without custom headers
  is a footgun worth calling out), and trade-offs. Keeps Hostinger
  as the primary recommendation — this page is for people whose
  constraints rule it out.

docs/README.md
  - Reading order grouped as Setup / Deploy / Reference, adding the
    two new pages.
  - Stack-at-a-glance updated: encryption is AES-256-GCM, not CBC
    (the PR #71 change that earlier docs hadn't caught up to).

src/lib/docs/content.ts
  Registers the two new markdown files in the ORDER map so they
  appear in the in-app /docs sidebar under the Reference section,
  with prev/next pagination wiring.

Verified: /docs, /docs/architecture, /docs/deployment-alternatives,
and /docs/getting-started all return 200 from the dev server.
Sidebar shows 9 pages grouped Setup / Deploy / Reference with the
new entries. Typecheck clean.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-20 21:43:42 +03:00
Arnas Donauskas
e570e1a8f2
security: switch WhatsApp token encryption from AES-CBC to AES-GCM
CBC without a MAC is unauthenticated — anyone who can write rows to
whatsapp_config can flip bits in the stored access_token or
verify_token without the decrypt throwing. You'd silently get garbled
bytes; worst case, if the mutation happens to produce a valid token,
messages go out under a spoofed account. GCM appends a 16-byte
authentication tag; any tampering fails the decrypt.

## What changed

src/lib/whatsapp/encryption.ts
  - encrypt() now emits AES-256-GCM ciphertexts with a 12-byte IV,
    formatted as `<iv>:<ciphertext>:<authTag>` (three colons).
  - decrypt() auto-detects format by splitting on `:`:
      3 parts → GCM, validated via auth tag.
      2 parts → legacy CBC, read-only compatibility path.
    Callers are unchanged; same signature, same return type.
  - isLegacyFormat() exposes the format check so hot paths can
    opportunistically upgrade old rows.
  - IV length is validated on decrypt (12 for GCM, 16 for CBC) to
    fail fast on corrupted input.

## Self-healing existing rows

Two call sites opportunistically upgrade a legacy row to GCM after a
successful decrypt — fire-and-forget, no latency impact on the request
path, idempotent under concurrent writes.

  - src/app/api/whatsapp/send/route.ts (hot path)
      After decrypting access_token, if it was CBC, we schedule an
      UPDATE that writes a fresh GCM ciphertext back to the same row.
      The first send after deploy upgrades the token; subsequent
      sends are no-ops because isLegacyFormat returns false.

  - src/app/api/whatsapp/webhook/route.ts (subscribe handshake)
      When a config's verify_token matches the inbound
      hub.verify_token, we upgrade it in place if it was legacy.
      Runs during Meta's webhook re-subscription events, which
      happen on config changes and periodic refreshes.

No schema migration required — the DB column holds whatever string
encrypt() produces. Operators who want to force an upgrade for a
particular user can clear and re-save the WhatsApp settings form.

## Verified (tsx smoke test)
  - GCM roundtrip works (plaintext in → same plaintext out).
  - Legacy CBC decrypt works on 2-part format.
  - isLegacyFormat distinguishes new/legacy correctly.
  - Bit-flipped GCM ciphertext throws on decrypt.
  - Forged auth tag throws on decrypt.
  - Same plaintext produces different ciphertexts across calls
    (IV randomness).

## Rollback

Revert this file. Existing GCM rows would then fail to decrypt
because the previous encrypt.ts has no branch for the 3-part format.
Safer rollback: keep the decrypt branches, revert only the encrypt()
body to CBC — but since GCM roundtrips cleanly and the PR's bug
surface is small (pure crypto utility), a straight revert should only
matter if a forker had time between merging this PR and reverting to
accumulate GCM rows.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-20 20:25:48 +03:00
Arnas Donauskas
1f295a831a
security: rate-limit send and broadcast per user
A fork running WaCRM publicly had no server-side guard on the
WhatsApp send endpoints — a compromised session or an aggressive UI
loop could call /api/whatsapp/send or /broadcast as fast as the
network allowed and blow through Meta's per-number quota (or worse,
get the number suspended).

This PR adds a minimal in-memory fixed-window rate limiter keyed by
user id.

Budgets (tuned for a template default — forkers can edit):
  - /api/whatsapp/send      60 per minute per user  (1/s sustained)
  - /api/whatsapp/broadcast  5 per minute per user  (campaign dispatch
                                                    rate, not fan-out)

Behaviour:
  - Check runs right after the Supabase auth check; unauthenticated
    calls 401 as before and never consume a bucket entry.
  - When a user exceeds the budget the route returns 429 with
    Retry-After, X-RateLimit-Limit, X-RateLimit-Remaining,
    X-RateLimit-Reset headers.
  - Send and broadcast buckets are independent; two users are
    independent.

Design trade-off:
  The limiter lives in a process-local Map. On a single Hostinger
  Managed Node.js instance — the template's default deployment —
  that's the whole limit. On a horizontally-scaled deploy (multiple
  regions, serverless fan-out) each instance has its own Map and the
  effective rate is N * limit. Swap src/lib/rate-limit.ts for a
  Redis/Upstash/Durable-Objects backend if you scale past one
  instance; keep the checkRateLimit return shape and the call sites
  don't move.

Memory is self-cleaning: a 1-in-1000 opportunistic sweep drops
expired keys without a background timer, so the Map stays bounded
without running anything outside the request path.

Smoke test (tsx):
  - 7 broadcasts → 5 ok, 2 denied.
  - Different user → independent bucket.
  - Same user, different route → independent bucket.
  - Retry-after = 60s.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-20 19:48:30 +03:00
Arnas Donauskas
be7edfd180
fix(webhook): require META_APP_SECRET, fail closed
The webhook signature verifier used to fall open with a warning log
when META_APP_SECRET was unset — a deliberate soft-rollout choice that
is unsafe for a public template. A forker who forgets the env var
would be running a fully spoofable webhook: anyone knowing the URL
could POST fabricated status updates and drift broadcast counts.

Now:
- `verifyMetaWebhookSignature` returns false when the secret is missing
  and logs at error level, so the route responds 401 to every POST
  until the operator configures it.
- Docs mark META_APP_SECRET as **required**:
  - docs/environment-variables.md lists it under Required, not
    Recommended.
  - docs/whatsapp-setup.md §6 is now "Signature verification (required)".
  - docs/troubleshooting.md updated accordingly.
- .env.local.example lists the var with guidance on where to find it.

Also fixes a pre-existing gitignore bug: `.env*` was swallowing
`.env.local.example`, which meant forkers running
`cp .env.local.example .env.local` from the getting-started guide
hit "no such file". Added a negation for `*.example`.

Upgrade note for existing deploys: set META_APP_SECRET (Meta → App
Settings → Basic → App Secret) before updating, or inbound webhooks
will 401 until it's configured.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-20 18:54:52 +03:00
Arnas Donauskas
45fd2a9845
feat(docs): in-app docs viewer at /docs
Renders every file in docs/*.md as a proper documentation site styled
like Stripe / Vercel / Linear docs: sticky header, grouped left sidebar
(Setup / Deploy / Operate), dark prose with inline code pills, syntax
-ready code blocks, responsive table styling, and prev/next pagination.

- src/lib/docs/content.ts — parses md with marked and decorates the
  HTML with Tailwind utility classes via post-processing regex. Also
  rewrites inter-doc `./other.md` links to `/docs/other` and extracts
  an h2/h3 TOC for future use.
- src/app/docs/layout.tsx + src/components/docs/shell.tsx — shared
  frame with docs-scoped header (GitHub, Home, Get started), collapsing
  sidebar on mobile.
- src/app/docs/page.tsx — grouped index cards per section.
- src/app/docs/[slug]/page.tsx — individual doc + prev/next nav.
- Adds "Docs" to landing nav, footer, and a "Read the full
  documentation" CTA under the open-source cards.
- Adds `marked` dependency.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-19 21:28:36 +03:00