PR 6 of the multi-user accounts series. First user-facing surface
for the feature — the Members tab in Settings.
What lands
- `src/components/settings/members-tab.tsx` — roster + pending
invitations. Every member can see the roster (read-only).
Admin+ gets an inline role-select dropdown (excluding the
owner row and self), a Remove button (same restrictions), and
the "Pending invitations" section with revoke.
- `src/components/settings/invite-member-dialog.tsx` — two-step
modal. Form (role + expiry + optional label) → result
(read-only URL with copy-to-clipboard + a "Send via WhatsApp"
deep link). The result step is dismissed-once: the plaintext
token is only ever shown here and never resurfaced, so the
copy carries a warning ("Save this link now").
- `src/app/(dashboard)/settings/page.tsx` — adds `members` to
the tab list, gated behind the existing
`profiles.beta_features.includes('account_sharing')` flag
(same column migration 011 added; flip it via Supabase Studio
on a per-profile basis to dogfood). When the flag is off the
tab trigger AND content render nothing — the page degrades
to the original 5-tab layout. A user landing on
`/settings?tab=members` without the flag is silently bounced
to `?tab=profile` rather than seeing an empty pane.
Why a feature flag at all
- Locked decision from the planning phase: ship the schema and
API unconditionally (they're structural, harmless to existing
single-user installs) but keep the *user-visible* invite
surface behind a flag until the full UI series ships (Join
page, sidebar gating, webhook account routing). Mirrors how
migration 011 / Flows beta worked.
Role-gating
- The tab is reachable by any member of an account. Inside the
tab, mutation controls (Invite member button, role dropdown,
Remove button, pending invitations section + revoke buttons)
are wrapped in `<RequireRole min="admin">` or hidden via
`useAuth().canManageMembers` from #172.
- Server-side RPCs (set_member_role, remove_account_member from
#170; invitation create/revoke from #171) double-check role
anyway — the client gate is UX, not security.
Owner row
- Non-editable. Inline role select and Remove button are hidden
on the owner's row across the board. Owner role changes go
through the (deferred) Transfer Ownership flow.
Self row
- "You" badge on the caller's own row. Role select and Remove
are hidden on it — admins can't accidentally demote or remove
themselves, even though the server RPC would also catch it.
Email visibility
- Admin+ sees teammate emails; agent/viewer sees name + avatar
+ role + joined date only. Implemented server-side by the
`/api/account/members` route in #170; the component just
renders `member.email` when present.
UI patterns
- Mirrors existing tag-manager / template-manager card +
divide-y list layout and the slate-900/slate-700/primary
color tokens from the dark-only theme.
- Dialogs follow the established `bg-slate-900 border-slate-700`
pattern. Destructive actions get the `bg-red-600 hover:bg-red-700`
treatment with `Loader2` spinner.
- "Send via WhatsApp" anchor uses `buttonVariants` directly
rather than `<Button asChild>` — the wacrm Button is the
Base UI ButtonPrimitive and has no Radix-style asChild.
- Base UI Select's `onValueChange` is
`(value: string | null) => void`; every consumer guards on
null. We don't expose a clear affordance, so null shouldn't
fire at runtime — but typescript requires the guard.
Verification
- `npm run lint` → 0 errors (same 19 pre-existing warnings)
- `npm run typecheck` → clean
- `npm test` → 366/366 pass
- `npm run build` → succeeds; /settings stays static (data
fetches happen client-side via useEffect)
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
PR 5 of the multi-user accounts series. Surfaces the account
+ role state from the profile row through useAuth so every UI
gate downstream can read it without its own fetch, and lands
two reusable patterns the upcoming Members tab / Join page /
sidebar gating PRs will all consume.
What's new in useAuth
- Profile SELECT now includes `account_id`, `account_role`, and
the joined `accounts(id, name)` via the existing `account_id`
FK. `!inner` mirrors the server-side `getCurrentAccount`
helper from PR #169.
- Context value adds `accountId`, `accountRole`, `account`
(`{id, name}` summary), and six derived booleans: `isOwner`,
`isAdmin`, `isAgent`, `isViewer`, plus the capability-level
`canManageMembers`, `canEditSettings`, `canSendMessages`.
- All derived booleans memoise off `profile.account_role`, so
consumers can use them as React dep-array entries without
re-renders cascading on unrelated profile fields.
- The no-provider fallback returns every new field at its
least-privileged value (null / false) — UI gates fail closed
if a component is somehow rendered outside the AuthProvider.
`<RequireRole min="admin" fallback={…}>{children}</RequireRole>`
- Renders `children` iff `accountRole >= min`, else `fallback`.
- Treats `profileLoading` as "below threshold" so under-
privileged users never see a flash of gated content during
the initial profile fetch.
`useCan(action)` hook
- Typed action union: `manage-members` | `edit-settings` |
`send-messages` | `view-only` | `delete-account` |
`transfer-ownership`. Closed set lets the compiler catch
typos at every call site.
- Returns `false` while loading. The boolean alternative to
`<RequireRole>` — useful for `disabled={!useCan('edit-settings')}`
on buttons / inputs / tooltip copy without restructuring JSX.
Why no React-renderer tests
- The wacrm test convention is pure unit tests (`vitest` without
any React testing library). The role predicates that back
every new piece here are already covered by the test suite
added in PR #169 — the new code is thin glue, and adding a
React testing harness for it would be a much larger change
than this PR warrants.
Verification
- `npm run lint` → 0 errors. Warnings drop from 20 → 19
because the rewritten useEffect now
lists `fetchProfile` in its deps.
- `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>
Brings Tremor (Apache-2.0) in as the project's chart component
library and converts the response-time chart as the first
integration. Tremor is distributed copy-paste ("Tremor Raw") so
the components live under `src/components/tremor/`; the only
runtime peer dependency added is `recharts`. Two small local
adaptations to the vendored `BarChart`:
- `cx` (Tremor's `clsx`+`twMerge` helper) → our `cn` from
`@/lib/utils`, aliased locally to keep diff vs upstream minimal.
- `@remixicon/react` legend-slider icons →
`lucide-react`'s `ChevronLeft` / `ChevronRight`, since
`lucide-react` is already a project dep.
- `ChartTooltipProps.label` widened from `string` to
`string | number | undefined` to match recharts 3.x (Tremor's
source still types it for recharts 2.x).
Why Tremor and not a wider switch (Mantine, HeroUI):
- The dashboard ships ~700 lines of hand-rolled SVG across three
chart files — a focused charting library is the highest-ROI
addition without touching the wider component surface.
- Tremor is Tailwind-native and built on the same Radix/Base UI
layer as the existing `src/components/ui/*`, so it composes
rather than displaces.
- Apache-2.0 + copy-paste distribution means no upgrade lock-in.
What this PR does
- Adds `src/components/tremor/{bar-chart.tsx,chart-colors.ts,
get-y-axis-domain.ts,use-on-window-resize.ts}` (vendored from
tremorlabs/tremor with the adaptations above).
- Installs `recharts@^3.8.1` (React 19 + Next.js 16 compatible).
- Rewrites `src/components/dashboard/response-time-chart.tsx`:
drops 130 lines of bespoke SVG math (axis scaling, bar
positioning, grid lines, tooltip rendering), reuses the same
card/header/empty-state shell.
Deferred (own follow-up PRs)
- `pipeline-donut.tsx` — has user-customisable per-stage hex
colours; Tremor's palette would override them. Needs either a
small upstream patch or a `colors` override path.
- `conversations-chart.tsx` — area-chart conversion (largest of
the three, 341 lines).
- The previous hand-rolled bar chart drew a horizontal dashed
"target N minutes" reference line. Tremor BarChart doesn't
expose Recharts primitives, so for now the target is promoted
to a header pill (`target 5m`). On-chart reference line is a
follow-up — either via a positioned overlay or an upstream
`referenceLines` prop.
Verification
- `npm run lint` → 0 errors (same 20 pre-existing warnings).
- `npm run typecheck` → clean.
- `npm test` → 319/319 pass.
- `npm run build` → succeeds, dashboard remains a static route.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
A long reply quote was forcing the entire 3-panel inbox layout
wider, pushing the contact sidebar off-screen and making the page
horizontally scrollable. Two root causes (both correctly diagnosed
in the issue by @tekrexllp):
1. ReplyQuote applied `truncate` to the preview text, which sets
`white-space: nowrap`. Long previews became one impossibly-wide
line instead of wrapping.
2. The flex chain from MessageBubble outward (MessageActions →
middle-panel wrapper → page) had no `min-w-0` on its flex
children. Default `min-width: auto` means a flex child grows to
its content's natural width, so the long quote propagated all the
way up to the inbox-page flex container and pushed the contact
sidebar past the viewport.
Fix:
- ReplyQuote preview now uses `whitespace-pre-wrap break-words`
instead of `truncate`. The author label stays single-line (it's
a name, ellipsis is right for it). `overflow-hidden` on the
inner text container as belt-and-braces.
- MessageActions' .group/actions wrapper gets `min-w-0` so the
`max-w-[75%]` cap actually holds even with wide content.
- inbox/page.tsx middle-panel wrapper gets `min-w-0` so the
MessageThread can shrink below its natural content width when
the conversation list and contact sidebar are also flexing.
Audited the other 38 `truncate` usages across the codebase —
they're all on intentionally single-line content (contact names,
file paths, last-message previews in lists, headers, node
summaries) where ellipsis is the right behavior. ReplyQuote was
the only multi-line `truncate` misuse.
Reported and diagnosed by @tekrexllp in #165.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Closes the trilogy. Three high-value gaps from PRs 2a/2b addressed:
1. Canvas users couldn't save. The Header (with Save / Activate /
Pause / Delete buttons) lived inside FlowBuilder so canvas-only
users had to toggle to List to persist any edit. Lifted into a
new components/flows/header.tsx that consumes useFlowEditor()
and is mounted ONCE in FlowEditorShell, above both views.
2. Validator issues weren't clickable from canvas. The
ValidationPanel was also FlowBuilder-internal. Lifted into
components/flows/validation-panel.tsx + mounted in the shell,
pinned sticky-bottom in either view. Clicks now go through the
editor context's new requestFlash(key) — both views subscribe:
- List view derives an "expanded with flash" set + an effect
scrolls the row into view. The flash class is rendered when
the card's key matches context.flashKey.
- Canvas view's pan-on-flash effect calls
reactFlow.setCenter() to bring the node into the viewport,
and the card renders an amber ring while flashed.
The flash auto-clears in the context after 1600ms; rapid
clicks on different issues cancel the previous timeout.
3. Canvas was unusable on phones — handles are ~10px and live
finger-drags between them aren't a practical workflow. Added
a useMatchMedia('(max-width: 767px)') guard in the shell that
forces list view and hides the toggle below the breakpoint.
The user's preferred view is preserved (just shadowed) so it
comes back when they widen.
Plus minor cleanup: the canvas's empty-state used to direct users
to switch to List view to add a node, but the floating "+" button
shipped in PR 2b made that stale — now shows the same Add-node
dropdown inline.
flow-builder.tsx shrinks by another ~370 lines (Header + StatusBadge
+ ValidationPanel + IssueLine + the local flashedKey + jumpToNode
all moved or replaced by context subscription).
No new tests — the change is structural + UI-only. Existing 319
still pass; typecheck, lint, build all clean.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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>
Builds on PR 1's read-only canvas. This PR brings the canvas to ~75%
of list-view parity: drag-to-reposition (persisted) and click-to-edit
via a side panel that mounts the same per-node forms the list view
uses. Drag-to-connect + add/delete from canvas land in PR 2b.
Architecture (the bulk of the diff):
- Extracted the per-node forms (SendButtonsForm, SendListForm,
SendMediaForm, ConditionForm, SetTagForm + inline forms for the
smaller types) plus the shared field components (TextRow,
NextNodeRow, NodeKeySelect) from flow-builder.tsx into
src/components/flows/forms/. Both views now mount the SAME
NodeConfigForm dispatcher so behaviour can't drift between
"what the list editor shows" and "what the canvas side panel
shows".
- Lifted all editor state into a context/hook
(src/components/flows/flow-editor-state.tsx) with a
FlowEditorProvider that wraps both views in flow-editor-shell.
Single source of truth: toggling Canvas ⇄ List never resets
unsaved edits, and a drag on the canvas updates the same nodes
array the list view reads.
- flow-builder.tsx shrinks from ~2400 lines to ~900 (extracted
forms) and stops owning state (now consumes via useFlowEditor()).
List-only UI state — expanded cards, scroll refs, jump-to-node
flash — stays internal.
Canvas additions:
- onNodeDragStop writes the new position to context via
updateNodePosition (flips dirty; serialized in the existing PUT
/api/flows/[id] body — the route already accepts position_x /
position_y per migration 010).
- onNodeClick opens a controlled shadcn Sheet (right-side panel)
with the per-node form, plus "Set as entry" and "Delete node"
buttons. Esc / overlay / close button all close.
What's intentionally still NOT in this PR (PR 2b):
- Per-slot Handle components on the custom node renderer.
- Drag-to-connect handler that maps target → updated
next_node_key for the right slot.
- Floating "+" button to add nodes from canvas.
- Keyboard / context-menu delete.
Tests: 9 new pure-helper tests (uniqueNodeKey + defaultConfigFor
self-consistency). Hook integration tests are deferred — would
require @testing-library/react + jsdom infra. Existing 271 tests
still pass.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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>
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>
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>
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>
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>
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>
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>
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>
The header type Select uses value="none" as a sentinel (Radix disallows
value=""), but the Save handler passed it through verbatim to Supabase.
The DB CHECK constraint on message_templates.header_type only allows
text|image|video|document, so picking "None" raised a constraint
violation and the template never saved.
Normalize "none" (and any falsy value) to '' at the input boundary so
form.header_type is always either '' (→ null on save) or a valid type.
Closes#147 (the header-dropdown half — Meta submission is tracked separately).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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>
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>
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>
"No issues. Ready to activate." (and the equivalent error count)
sat at the very bottom of the editor. With even a handful of nodes
the panel was below the fold — the user had to scroll past every
node card to see whether they could activate.
Wrap the panel in a sticky-bottom container so the activate-readiness
status follows the user as they scroll. Shadow-xl gives it the lift
to read as "pinned" against the node list behind it.
Side fix while I was in there: the success-state panel used
bg-emerald-500/10 (10% emerald on whatever's behind). Fine when
nothing's behind, but sticky-positioned over a slate-900 node card
the green tint bled through ugly. Switched both states to a
bg-slate-950 base with the severity expressed in the border + text
color only — readable on any backdrop.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Editing 5 node configs and then refreshing the tab silently wiped them.
Activate also silently invoked Save first — useful, but invisible: users
had no way to know if pending edits had landed.
Adds:
- A `dirty` boolean flipped true on any user edit, false on a successful
PUT. Internal `state.status` changes from the activate API path use
raw setState and don't dirty the form.
- An "● Edited" amber chip next to the StatusBadge while dirty.
- A `beforeunload` listener that prompts the native confirm on
reload / tab-close / external-link click when dirty.
SPA navigation (sidebar, back button) isn't covered — Next 16's App
Router doesn't fire beforeunload on client-side routes. Worth a
follow-up but the accidental-refresh case is the noisier one.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
The validation panel sits at the bottom of the editor. When it surfaced
an error ("node X is missing next_node_key") the user had to scroll up,
find that node, expand it, find the broken field. Long feedback loop.
Each node-scoped IssueLine becomes a button: click it and the editor
expands the offending node, scrolls it into view, and briefly rings
its border so the eye lands on the right card. Trigger-scoped issues
stay non-interactive (the trigger panel is already at the top of the
page).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
A flow with 8 send_message nodes used to show 8 identical-looking pills
in the editor — the only way to tell them apart was to expand each
one. Adds a one-line summary below the meta label when the card is
collapsed:
- send_message → first 80 chars of text
- send_buttons → text + button titles
- send_list → text + option count
- collect_input → prompt + target var
- condition → "var.email == 'support@…'"
- set_tag → "Add tag 1f8c…"
- handoff → first 80 chars of note
Empty nodes (just added, no fields set) keep the old compact look so
you can tell at a glance what still needs configuration.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
The data model and the runner already supported multiple sections in a
WhatsApp interactive list, but the builder UI exposed no way to add one
— it only let you add rows within the single default section. So users
couldn't build a categorized menu (Billing / Support / Sales) without
editing the DB directly.
Adds an "Add section" button below the sections list (capped at the
WhatsApp spec's 10) and a per-section remove button (shown when more
than one section exists).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Node key and per-button/row reply IDs are auto-generated and consumed
only by the runner — exposing them in the main form read as developer
leakage. Move them behind a per-node "Show advanced" toggle so the
default UI shows only customer-facing fields. Power users who need
stable IDs for analytics can still get them.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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>
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>
Wraps the new `case 'interactive'` rendering with `isFlowsEnabled(profile)`
from the beta-features module that landed in #113. Non-beta accounts
fall back to the plain-text rendering for `content_type='interactive'`
rows — they get the option title as text, no special "↩ Button reply"
affordance.
Why this gate exists even though the case is unreachable today:
- No code path on this branch produces `content_type='interactive'`
rows. The flow runner that does is upcoming (PR #2), and it'll be
behind the same gate.
- But: if a stray interactive row ever shows up in a non-beta
account (manual SQL insert, data import, future bug), we'd rather
the account see boring plain text than UI for a feature they
haven't opted into.
- The cost is ~3 LoC and one hook call. Pure paranoia insurance.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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>
Adds a subtle, repeating SVG pattern behind the message thread and the
"select a conversation" empty state — same visual language WhatsApp uses
in their own chat UI, themed for a CRM (message bubble, phone, mail,
calendar, lightbulb, briefcase, trophy, dollar sign, percent, etc).
Asset: public/inbox-doodle.svg, 6 KB, 240×240 tile that repeats
seamlessly. Icon shapes are taken verbatim from lucide-react (already
a dependency, every other icon in the UI uses it) so the doodle reads
as part of the same visual system, not a separate clip-art import.
Stroke is slate-500 at 22% opacity over bg-slate-950 — visible but
not competing with message text.
Wiring: a single DOODLE_BG_CLASSES constant in message-thread.tsx
applied to both the empty-state and active-thread containers, so they
can't drift. The header keeps bg-slate-900 (solid) and the composer
keeps its own background, so the doodle only shows in the actual
message scroll area — exactly like WhatsApp.
No JS, no perf hit beyond a one-off 6 KB asset fetch that's then
browser-cached forever (it's served from /public with Next's default
caching).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
A small icon button (lucide RefreshCw) in the message-thread header,
sitting just left of the Status dropdown. Clicking it bumps the
parent's `resyncToken` — the same channel that already drives the
WS-reconnect and tab-visibility-resume refetches. So the button goes
through the existing dedupe + fetch plumbing in ConversationList and
MessageThread; no parallel code path to keep in sync.
The icon spins for 700ms as click feedback (the refetch itself is
fire-and-forget — the children just refire their fetch effects). The
button is gated behind the optional `onRefresh` prop, so existing
callers of MessageThread (and tests, if any are added later) keep
working unchanged.
Useful when the agent suspects realtime missed something — or just
wants to be sure the list and thread reflect the latest DB state.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Addresses #106 (issue stays open until the reporter confirms in prod).
#105's `let foundInList = false; setState(p => { foundInList = ...; ... })`
pattern is broken: setState updaters run during reconciliation, *after*
the synchronous handler returns, so `foundInList` reads `false` in the
same tick and `hydrateConversation()` fires on every code path the
flag was meant to gate. Every incoming message and every conversation
UPDATE (read receipts, status flips, agent assignment) triggered a
redundant DB fetch, queuing HTTP behind realtime WS frames on the same
supabase client and starving the channel — which surfaced as exactly
what #106 reports: messages that never arrive, threads stuck on "No
messages yet", events landing out of order.
The fix:
1. Synchronous known-IDs ref. `knownConvIdsRef` mirrors the conv ids
currently in state, kept in sync via a useEffect on `conversations`.
Event handlers check it synchronously to decide between a cheap
in-place patch and a hydrate refetch — no more closure-flag pattern.
2. Reconnect + visibility resync. Realtime is best-effort: events sent
while the WS was disconnected or while the tab was background-throttled
are gone. A `resyncToken` state bumped on (a) `isConnected` false→true
transitions after the initial connect and (b) tab visibility →
visible drives `ConversationList` and `MessageThread` to refire their
fetch effects. The reactions effect in MessageThread is split into
fetch + channel-subscribe so a resync only refetches the rows
without tearing down and rebuilding the realtime channel.
3. Keep the conv-INSERT hydrate. Still the right fix for #104 (realtime
payloads never carry the `contact` join); now it only fires when the
conversation is genuinely unknown to state.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Two follow-ups to the chat-actions PR:
1. Action toolbar was revealing across the whole message row, not just
over the bubble. The `group/actions` div in MessageActions wrapped
the bubble's full-width `flex w-full justify-end/start` row, so
anywhere in that row triggered group-hover. Moved row alignment +
max-w-[75%] cap onto MessageActions and reduced MessageBubble to a
content-sized stack. Hover area now matches the bubble shape.
2. Agent reactions weren't appearing locally. `handleAddReaction` was
wrapped in `useCallback` with a `[]` dep array, so it captured the
first-render `postReaction` — whose own closure held a stale
`reactions = []`, stale `conversation`, and stale `user`. Every
optimistic update replaced the reactions list with `[onlyMyTemp]`
and the API POST may have hit a null conversation. Dropped both
wrappers; postReaction is now called directly from JSX and uses a
functional `setReactions((prev) => ...)` so each call sees fresh
state. Toggle semantics for pill-click are computed at the call site
where `msgReactions` and `user?.id` are already in scope. Realtime
INSERT now swaps a matching optimistic temp row instead of stacking
a duplicate.
Also: reject `temp-*` message IDs with a friendly toast so users can't
react to a bubble that hasn't reached Meta yet.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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>
The Pro-badged Schedule for Later tile in step 4 was a non-interactive
div — no handler, no scheduling backend, and no Pro tier in the product.
Send Immediately was the only path that did anything, so the picker
itself was decorative. Remove the section (and the now-unused timing
state / Clock / Lock imports). The wizard still completes Send
Immediately end-to-end via the existing Send Broadcast button below.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
handleOpenTemplates flipped templateModalOpen but nothing rendered when
true, so both composer template buttons were dead. Add a TemplatePicker
dialog that lists Approved templates, prompts for any {{N}} variables,
then sends through the existing /api/whatsapp/send route with
message_type=template. The rendered body is stored as content_text so
the thread bubble and conversation preview show the actual message.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Replace the no-op Assign button in the thread header with a dropdown that
reads/writes conversations.assigned_agent_id. Lists profiles visible
under RLS (single-tenant today, ready for shared workspaces) and offers
Unassign when the conversation is already claimed.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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>
Per Meta's brand-use guidance for third-party products, sites that
reference WhatsApp must include a clear non-affiliation disclaimer in
the footer. Adds the standard line:
"WhatsApp® is a registered trademark of Meta Platforms, Inc.
Hostinger is not affiliated with, endorsed by, or sponsored by
Meta Platforms, Inc."
Placed in:
- src/components/landing/footer.tsx — marketing footer (every public
landing page).
- src/components/docs/shell.tsx — public docs pages had no footer at
all; added a slim one carrying the same disclaimer.
Out of scope:
- Authed dashboard pages don't have a footer (full-screen workspace
layout). The trademark-fair-use risk is concentrated on public
surfaces — crawlers, visitors who haven't signed up, social shares.
Skipping the dashboard keeps the workspace layout intact and the
disclaimer where it does the most work.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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>