Adds a live presence layer so the Settings → Team members roster and the
inbox Assign dropdown show who is actively using the dashboard, idle, or
gone. Implements #269.
How it works
- New `member_presence` table + `touch_presence` SECURITY DEFINER RPC
(migration 024). Account-scoped SELECT RLS mirrors the read-only
roster; the RPC derives account_id server-side, never client-supplied.
- The active client heartbeats 'online'/'away' every ~30s; 'offline' is
derived by viewers from staleness, so a closed tab resolves to offline
without an unreliable unload write.
- Pure, unit-tested derivation/formatting in src/lib/presence.ts.
- `usePresence` reads the table, subscribes to Realtime (subscribe-then-
merge so events landing mid-fetch aren't clobbered), and re-derives
offline on a 15s tick.
- Roster: avatar badge + tooltip + "N online · N away · N offline"
summary, with an aria-label so AT/keyboard users get presence too.
Inbox Assign dropdown: matching dot before each teammate.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Creating a keyword_match automation with Match type left on the default
"Contains" failed activation with `match type must be "exact" or
"contains"` (path trigger.match_type). The dropdown showed "Contains"
via a display-only fallback, but the value was never written to the
config, so the saved payload omitted match_type entirely.
Both engines already treat a missing match_type as "contains"
(automations/engine.ts, flows/engine.ts), so the activation validator
was stricter than runtime. Two coordinated fixes:
- validate.ts: accept a missing match_type (defaults to "contains");
only an explicit, unrecognised value is rejected. Aligns the
validator with the engines and any non-UI client.
- automation-builder.tsx: seed match_type: "contains" on mount of
KeywordMatchConfig so the displayed default is actually persisted,
keeping the saved record explicit and self-describing.
Adds a regression test that a keyword_match config with no match_type
passes activation validation.
Fixes#271
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Creating a template with an image header failed because the code sent
`example.header_url` — Meta only accepts a Resumable-Upload media handle
(`example.header_handle`) at creation time, never a plain URL.
- Resumable Upload: new `uploadResumableMedia` (meta-api) implements the
two-step `/{app_id}/uploads` flow → media handle. Needs META_APP_ID.
- Handle derivation: `ensureImageHeaderHandle` fetches the header image
(uploaded file OR pasted URL) and turns it into a handle before submit.
Wired into both the submit and edit (PATCH) routes with actionable 400s
(missing META_APP_ID, unreachable URL, wrong type, >5 MB). This fixes
BOTH the new upload path and the previously-broken manual-URL path.
- Template builder: add an image file upload (account-scoped chat-media
bucket via uploadAccountMedia) with preview + JPEG/PNG + 5 MB validation,
alongside the URL field.
- Send-time fix: an approved image template now sends the public
header_media_url as `link`; the resumable header_handle is NO LONGER
used as a send media id (it's invalid for sends and would fail).
- META_APP_ID documented as required for image-header templates.
Scope: image headers (the issue). Helper is generic for video/document.
typecheck/lint/build green; 421 tests (10 new).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Photo/video/document/voice send has been validated in production, so it's
now available to every account. Removes the 'chat_media' beta gate:
- Composer always shows the attach menu + voice recorder (no
useBetaFeature check).
- Send route no longer 403s media kinds for non-opted-in accounts.
- Deletes the now-unused beta-features helper, the useBetaFeature hook,
and their test (added solely for this rollout; no other consumer).
The profiles.beta_features column (migration 011) is left in place for
future betas. typecheck/lint/build green; 411 tests pass.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Follow-up to #259. Voice notes are encoded to Ogg/Opus in the browser via
opus-recorder (small WASM encoder, lazy-loaded on record), so there's no
server-side transcode and nothing to provision on the host. The server
stores the .ogg like any other attachment; WhatsApp renders it as a voice
note.
- Composer: MediaRecorder + /api/whatsapp/transcode-audio replaced with
opus-recorder. Encoder worker vendored at public/opus/encoderWorker.min.js
(no install-time download to fail), ignored by eslint + prettier.
- Removed the transcode route, the audio-transcode lib + tests, the
ffmpeg-static dep + ambient types, the FFMPEG_PATH env doc, and the
unused transcodeAudio rate limit.
- Added opus-recorder ambient types.
Still behind the 'chat_media' beta flag with per-kind size caps.
typecheck/lint/build green; 414 tests pass.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Media sends (photo/video/document/voice) are now opt-in per account via
the existing profiles.beta_features mechanism (migration 011 — same
pattern used to dogfood Flows before GA). No migration needed.
- New shared `hasBetaFeature` + `CHAT_MEDIA_BETA` ('chat_media') key, and
a `useBetaFeature` client hook mirroring useCan (false while loading).
- Composer: the attach menu, hidden file inputs, and voice recorder only
render when the flag is on; the hint indent reverts so non-beta users
see the unchanged text + template composer.
- Server: the send route rejects media kinds (403) and the transcode
route rejects (403) unless the caller's profile is opted in — so the
endpoints can't be driven ahead of the rollout. Text + templates stay
available to everyone.
Enable for one account via Supabase Studio:
UPDATE profiles SET beta_features = array_append(beta_features, 'chat_media')
WHERE email = 'someone@example.com';
Tests: hasBetaFeature null-safety + membership (419 total). typecheck/lint/build green.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Addresses senior-review findings on the media-send feature:
- Storage lifecycle: uploads are GC'd on the abandonment paths
(discarded draft, failed/errored send, unmount with a staged draft,
and replacing one draft with another) via a new deleteAccountMedia
helper. Previously every cancel/failure orphaned a public object.
- Per-kind size caps (image 5MB, video/audio/document 16MB) mirror
Meta's limits and are enforced BEFORE upload, so a too-large image no
longer uploads then fails at the Meta call.
- Voice notes auto-stop at a 5-min cap and always render as a voice note
(transcode anything that isn't already OGG/Opus — Safari MP4 included),
not just Chromium WebM.
- Send route rejects unknown message_type and captions over Meta's 1024
cap up front; transcode route guards its output size too.
- DraftPreview hoisted to a stable module-scope component so the caption
input no longer remounts (and drops focus) on each keystroke.
Tests: per-kind cap assertions added (418 total). typecheck/lint/build green.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Agents can now attach a photo/video/document or record a voice note in
the inbox composer and send it live in a 1:1 thread — previously media
could only be received from customers or sent via the Flows builder.
- 023_chat_media.sql: new account-scoped `chat-media` Storage bucket
(mirrors flow-media RLS from 020) plus Meta-accepted audio MIME types.
- meta-api: sendMediaMessage gains an `audio` kind (link-only — Meta
rejects caption/filename on audio; WhatsApp renders OGG/Opus as a
voice note).
- /api/whatsapp/send: media branch reusing the phone-variant retry loop.
- /api/whatsapp/transcode-audio: Node-runtime route remuxing the
WebM/Opus that Chromium's MediaRecorder produces to OGG/Opus via
ffmpeg-static (Firefox/Safari record accepted formats and skip it).
- composer: attach menu, file pickers, voice recorder + auto-transcode,
preview with caption; thread: optimistic handleSendMedia.
- shared uploadAccountMedia helper (flows form refactored onto it).
- next.config: allow microphone=(self) (was fully blocked) + CSP
media-src; document optional FFMPEG_PATH override.
Tests: meta-api audio payload shape, buildMediaPath, audio-transcode
helpers (14 new). typecheck/lint/build green.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
The sweep over-tokenized the neutral status badges in the three status
data modules to bg-muted/border-border, which broke
broadcast-status.test.ts ("each variant has the dark-theme class
triple") — it asserts every badge is bg-*/10 + text-* + border-*/20.
The badge system intentionally uses fixed palette colors at low opacity
(translucent fills are mode-tolerant). Restore the original slate fills
(so dark is identical and the triple contract holds) but keep
text-muted-foreground for the label, so neutral statuses stay legible in
light mode where a solid slate-400 would be too faint on white.
- broadcast-status: draft / recipient pending
- template-status: DRAFT / PENDING_DELETION
- trigger-meta: time_based / fallback
All 400 tests pass.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Introduce a light/dark MODE axis orthogonal to the existing accent
themes. Neutral surface tokens now live in html[data-mode="light|dark"]
blocks; accent tokens (--primary*, --ring, --chart-1, --sidebar-primary*)
stay in html[data-theme] blocks, so any accent works in either mode.
- globals.css: split neutrals (mode) from accent (theme); add light
palette; dark values unchanged (dark stays the default).
- lib/themes.ts: Mode type, DEFAULT_MODE=dark, MODE_STORAGE_KEY, isMode.
- use-theme.tsx: provider owns mode/setMode/toggleMode + cross-tab sync.
- layout.tsx: boot script applies persisted mode before first paint
(no flash); colorScheme "dark light".
- mode-toggle.tsx (header sun/moon) + themed-toaster.tsx (mode-aware).
- appearance-panel.tsx: light/dark control + updated copy.
- Tokenize hardcoded neutral colors (slate/white/gray) -> semantic
tokens across the app so every surface flips with mode. Flow canvas
and message-bubble timestamps made mode-aware too.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
- Reformatted code in `import-modal.tsx` for better readability, including consistent indentation and line breaks.
- Enhanced `parse-contact-csv.ts` and `parse-contact-csv.test.ts` with consistent string delimiters and improved whitespace handling.
- Updated comments for clarity and consistency across the import functionality.
- Ensured consistent use of single quotes for strings throughout the files.
- Updated `parseContactCsv` to include a flag for the presence of a company column in the CSV.
- Modified the import modal state management to handle the new company column, improving user experience during contact import.
- Enhanced the `ImportPreviewTags` component to conditionally render based on the presence of company data.
- Adjusted the UI to better display tag and company information in the import preview.
- Added `ImportPreviewTags` component to display tags with color coding in the import modal.
- Updated `parseContactCsv` to return an object containing both parsed rows and a flag indicating the presence of a tags column.
- Modified state management in the import modal to handle tags and their colors, improving user experience during contact import.
- Adjusted the import modal to conditionally render the tags column based on the presence of tags in the preview.
- Introduced `parseContactCsv` for improved CSV parsing, replacing the previous inline parsing logic.
- Added support for importing tags alongside contacts, allowing users to assign tags during the import process.
- Implemented `assignImportedContactTags` to handle tag assignments after contact creation.
- Updated the import result state to include the number of tags assigned and added relevant success and info notifications for users.
- Enhanced the import modal description to clarify the format for tag input in CSV files.
The "Update Contact Field" automation action could only write the built-in
name/email/company columns. This wires up the existing custom_fields /
contact_custom_values tables so automations can read and update arbitrary
custom fields, and adds the missing UI to define them.
- Add a "Custom fields" manager dialog on the Contacts page (admin+ gated)
to create / rename / delete field definitions. Inserts carry account_id.
- Load account custom fields into the automation builder's ResourcesContext
and offer them in the Field dropdown, encoded as `custom:<id>`. A saved
field that's since been deleted is preserved as an "(unknown field)"
option so editing doesn't silently drop it.
- Engine: interpolate the value ({{ vars.* }} / {{ message.text }}) for all
fields, and for `custom:<id>` verify the field belongs to the automation's
account (defense in depth) before upserting into contact_custom_values.
- Tests: cover the custom-value upsert, variable interpolation, and
cross-account rejection.
Closes#235
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
The 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>
deals.currency has no DB CHECK (only accounts.default_currency does),
so legacy rows, imports, or hand-edited data can hold a structurally
invalid code (e.g. "United States"). Intl.NumberFormat throws a
RangeError on such codes, which would crash any deal-card / contact
render that passes deal.currency straight through.
Guard formatCurrency with a try/catch that falls back to "CODE 1,234"
so a bad value degrades gracefully instead of taking down the view.
Add currency.test.ts locking in the defaults, the no-throw contract,
and formatCurrencyShort's symbol/fallback behavior.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
wacrm hardcoded USD across every deal-value formatter, the new-deal
form, and automation-created deals, making deal tracking unhelpful for
non-US self-hosted users. Add a per-account default currency.
- Migration 021: accounts.default_currency TEXT NOT NULL DEFAULT 'USD'
with a 3-letter-code CHECK. The existing admin-only accounts_update
RLS policy already gates writes.
- New src/lib/currency.ts: single source of truth (CURRENCIES list,
formatCurrency, formatCurrencyShort), replacing ~6 duplicated
USD-hardcoded helpers.
- useAuth exposes defaultCurrency (joined from accounts), falling back
to USD while loading / on pre-021 schemas.
- Settings → Deals tab to pick the currency (admin-only, read-only for
others to match RLS).
- Deal form defaults new deals to the account currency and sources its
dropdown from CURRENCIES; existing deals keep their saved currency.
- Pipeline board/analytics, dashboard "Open Deals Value", and the
pipeline donut format totals in the account currency. Individual
deal cards still show each deal's own currency.
- Automation create_deal sets the new deal's currency from the
account default instead of the static DB default.
One currency per account (no FX conversion) per the issue's
recommended first pass.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
The automation 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>
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>
PR 8 of the multi-user accounts series. Flips the WhatsApp webhook,
automations engine, and flows engine from per-user tenancy to
per-account so a shared inbox actually behaves like one.
Why this matters
- Pre-this-PR: an inbound message resolved the recipient by
whatsapp_config.user_id and dispatched only that user's
automations / flows. Teammates joining via an invite would see
the message in the shared inbox but their automations / flows
never fired.
- Also fixes incipient NOT NULL violations from migration 017.
That migration added `account_id NOT NULL` to automation_logs,
automation_pending_executions, flow_runs, and deals. Inserts in
the engines hadn't been updated yet — any production run would
500 with a column violation. This PR adds account_id to every
such insert.
Surface
- `src/app/api/whatsapp/webhook/route.ts`
- Resolves `config.account_id` AND `config.user_id` from the
matched whatsapp_config row. Passes accountId through every
downstream call. user_id is kept as `configOwnerUserId` and
used only for NOT NULL FK audit columns on contact /
conversation inserts.
- `findOrCreateContact` / `findOrCreateConversation` look up by
account_id and insert with both columns.
- `flagBroadcastReplyIfAny` matches broadcasts by account_id so
any teammate's broadcast is updated when a customer replies.
- `dispatchInboundToFlows` and `runAutomationsForTrigger` now
take `accountId` instead of `userId`.
- `src/lib/automations/engine.ts`
- `DispatchInput.userId` → `accountId`.
- `runAutomationsForTrigger` queries automations by account_id.
- `executeAutomation` inserts into automation_logs with both
account_id (tenancy) and user_id (audit, from automation row).
- `wait` step inserts into automation_pending_executions with
account_id.
- `create_deal` step inserts into deals with account_id.
- `assign_conversation` / `close_conversation` /
`resolveConversationId` filter by account_id.
- `resumePendingExecution` row shape now includes account_id;
cron passes it through.
- engineSendText / engineSendTemplate calls pass
`accountId: args.automation.account_id`.
- `src/lib/flows/engine.ts`
- `DispatchInboundInput.userId` is kept (audit) and
`accountId` is added (tenancy).
- `loadActiveRunForContact`, `isDuplicateInbound`,
`findEntryFlow` all query by account_id.
- `startNewRun` inserts into flow_runs with account_id.
- All `engineSend*` calls pass `accountId: run.account_id`.
- `src/lib/automations/meta-send.ts` + `src/lib/flows/meta-send.ts`
- All four engine senders (text, template, media, interactive
buttons/list) accept `accountId` and look up the contact +
whatsapp_config by account_id. user_id stays for inserts.
- `src/lib/flows/types.ts`
- `FlowRow`, `FlowRunRow`, `DispatchInboundInput` gain
`account_id` / `accountId`.
- `src/types/index.ts`
- `Automation` gains `account_id`. Doc note on the user_id
field clarifying it's audit-only post-multi-user.
- `src/app/api/automations/cron/route.ts`
- Pass account_id from the pending row to resumePendingExecution.
- `src/app/api/automations/engine/route.ts`
- Uses `getCurrentAccount()` from #169 to resolve the caller's
account, then dispatches with accountId.
- `CHANGELOG.md` — Fixed entry explaining the inbox / NOT NULL fix.
Backwards compatibility
- All affected tables already have account_id from migration 017.
This PR populates it on insert paths that hadn't been updated.
- The `user_id` columns are kept everywhere — they still identify
the agent / author for audit display. They just no longer
enforce tenancy.
Verification
- `npm run lint` → 0 errors (same 19 pre-existing warnings)
- `npm run typecheck` → clean (had 4 errors mid-refactor; all
resolved by the call-site updates)
- `npm test` → 366/366 pass (engine tests are pure unit
tests over helper functions; not affected)
- `npm run build` → succeeds
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
PR 4 of the multi-user accounts series. Lands the link-only
invitation flow — admin generates a shareable URL, copies it,
sends it via any channel. No email service needed.
API surface
- GET /api/account/invitations — list pending (admin+)
- POST /api/account/invitations — create (admin+)
- DELETE /api/account/invitations/[id] — revoke (admin+)
- GET /api/invitations/[token]/peek — public, rate-limited per-IP
- POST /api/invitations/[token]/redeem — authenticated, rate-limited per-IP
Token lifecycle
- POST returns the plaintext token + share URL exactly ONCE in
the response. We store only the SHA-256 hash. There is no
endpoint that resurfaces it; if the admin dismisses the dialog
without copying, the only recourse is to revoke and re-issue.
- Peek and redeem take the plaintext token in the URL path, hash
it in TS via `hashInviteToken`, and look up by `token_hash`.
Two new SECURITY DEFINER RPCs back the cross-RLS work
(migration 019):
- `peek_invitation` — anonymous read. Returns a uniform JSON
envelope: `{ ok, account_name, role, expires_at }` or
`{ ok: false, reason: not_found|used|expired }`. The route
forwards verbatim so the join page can branch cleanly.
- `redeem_invitation` — authenticated. Locks the invite row
`FOR UPDATE`, validates expiry/usage, refuses if the caller is
already in a shared account OR their personal account has any
domain rows (checked across all 11 user-creatable parent
tables), then atomically moves profile.account_id +
account_role, stamps the invitation accepted, and deletes the
orphan personal account. Single transaction.
Error contract
- 22023 (invalid_parameter_value) → 400 — not_found / used / expired
- 42501 (insufficient_privilege) → 401 — caller not authenticated
- 23505 (unique_violation, reused) → 409 — caller's account has data,
or they're already a
member of the inviter's
account / another shared
account
Rate limiting
- Two new buckets in `RATE_LIMITS`: invitationPeek (30/min/IP)
and invitationRedeem (10/min/IP). Belt-and-braces against
token enumeration even though 256-bit entropy makes it
theoretical. Uses the existing fixed-window in-memory limiter.
Why no peek-then-redeem two-step on the server
- Peek is read-only and idempotent; redeem locks `FOR UPDATE` so
two concurrent redemptions can't both win. The peek result is
cosmetic ("show me what I'm joining"); the actual write
happens entirely inside the redeem RPC's transaction, so a
TOCTOU between peek and redeem just means the user sees the
same `{ ok: false, reason }` on the next render.
Verification
- `npm run lint` → 0 errors (same 20 pre-existing warnings)
- `npm run typecheck` → clean
- `npm test` → 366/366 pass
- `npm run build` → succeeds; the 4 new routes register as ƒ
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
PR 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>
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>
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>
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>
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 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>
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>
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>
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>
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>
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>
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>
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>
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>
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>
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>
