Migration 017 made domain tables account-scoped: account_id is NOT NULL
and INSERT RLS is WITH CHECK (is_account_member(account_id, ...)). Several
client- and server-side create flows still inserted only user_id, so on a
fresh install they failed with 403 / "new row violates row-level security
policy" / not-null violations.
Resolve account_id from useAuth() (client) or the caller's profile (server)
and include it on every account-scoped insert:
- contacts: contact-form, import-modal, broadcast CSV upsert
- contact_notes: contact-sidebar, contact-detail-view
- tags: tag-manager
- broadcasts: broadcasts/new page, use-broadcast-sending
- deals: deal-form
- automations: POST /api/automations, POST /api/automations/[id]/duplicate
Each path also guards on a missing accountId with a clear message instead
of letting the insert fail opaquely.
pipelines/page.tsx and api/flows/route.ts are intentionally left to the
already-open PR #193, which fixes those same paths (and adds tests).
Verified: a full sweep of every account-scoped insert/upsert across src/
now includes account_id (except the two paths owned by #193). typecheck,
lint (0 errors), and 370 tests pass.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Activating an automation with obviously-broken config (add_tag step
with empty tag_id, send_message with empty text, keyword_match
trigger with no keywords, etc.) used to succeed — and then every
dispatch produced a cryptic failed log row that users often missed.
- New validate.ts centralises the checks (mirrors engine.ts's
runtime guards one layer earlier so failures surface at save time).
Returns { path, message } issues so the UI can point users at the
exact problem.
- POST /api/automations rejects with 400 when is_active === true and
the merged config fails validation.
- PATCH /api/automations/[id] computes the post-patch "effective"
state (merging body fields over the existing row, loading current
steps if body.steps isn't provided) and applies the same gate.
Drafts (is_active=false) remain free to be incomplete so users can
still save progress mid-build.
- Builder surfaces the first issue in a toast with path as the
description, so users don't need DevTools to find what to fix.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Replaces the /automations placeholder with a full feature:
- Migration 006 adds automations, automation_steps, automation_logs,
and automation_pending_executions with RLS matching existing tables.
- List page with active/inactive switch, quick-start templates,
duplicate, delete, and View Logs actions.
- Full-screen vertical flow builder with Trigger + Action + Condition
(Yes/No branches) + Wait cards. Inline edit forms, up/down reorder,
dotted-grid canvas.
- Execution engine (src/lib/automations/engine.ts) dispatched from the
WhatsApp webhook for new_message_received, new_contact_created, and
keyword_match. Wait steps enqueue to automation_pending_executions;
/api/automations/cron drains them behind AUTOMATION_CRON_SECRET.
- Logs viewer with per-step checkmarks and expandable detail.
Existing files touched only in webhook/route.ts (fire-and-forget
trigger dispatch) and types/index.ts (appended automation types).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
