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 list-view keyword trigger input parsed its value into the keywords
array on every keystroke (split/trim/filter(Boolean)) and re-rendered
from keywords.join(", "). Typing a comma produced a trailing empty
segment that filter(Boolean) dropped, so the comma was stripped the
instant it was typed — making it impossible to enter a second keyword.
Extract a KeywordsInput component that holds a local draft string and
only commits (parse + dedupe-empties + rejoin) on blur / Enter, mirroring
the automations builder's KeywordMatchConfig. Multi-keyword entry like
"support, help, hi" now works.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
The conversation/contact list on the Inbox renders inside a flex
column with a fixed height, with the list in a `<ScrollArea
className="flex-1">`. A flex child defaults to `min-height: auto`, so
the ScrollArea grew to fit every conversation rather than shrinking to
the remaining space. The list then overflowed its container and was
clipped by the parent's `overflow-hidden`, with no vertical scrollbar —
so contacts past the fold were unreachable (issue #229).
Add `min-h-0` to the ScrollArea so it can shrink below its content and
the viewport scrolls.
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 builder exposed several developer-facing fields that
made automations hard to configure from the UI (issue #216):
- Keyword Match parsed/trimmed on every keystroke, so typing a
comma-separated, multi-word list like "SEO, search engine
optimization" was impossible — the comma and trailing space were
stripped immediately.
- Tag Added / Add Tag / Remove Tag asked for a raw tag_id.
- Assign Conversation → Specific agent asked for a raw agent_id.
- Send Template asked for a manually typed template name + language.
Changes:
- Keyword input keeps a local draft and only parses into the keywords
array on blur / Enter, then re-displays the cleaned form.
- New tag / agent / template pickers select existing resources by name
while still storing ids / names internally, so the stored config
shape (and the engine/validation) is unchanged. Resources load once
at the builder root and are shared via context.
- Tags & approved templates load from Supabase (RLS-scoped, matching
the broadcast picker); members load from /api/account/members.
- Every picker falls back to its original raw input when its list is
empty (fresh account / older deployment), so automations stay
authorable. Saved-but-missing ids are preserved when editing.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
The pipeline board uses overflow-x-auto but hid the scrollbar on fine
pointers, assuming the full board always fits on lg+. That assumption
breaks once a pipeline has many stages: columns keep a 260px min-width,
so the row overflows the viewport and the rightmost stage gets clipped
with no scrollbar or affordance to reveal it (issue #214).
Scope the scrollbar-hiding to touch devices (where the snap/peek layout
already hints at more content) and show a thin, themed horizontal
scrollbar on desktop so the overflow is discoverable and usable.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
`flows.account_id` and `pipelines.account_id` are NOT NULL post-017 with
no DB default, so inserts omitting account_id fail with a not-null
violation (same class as #206 / #205).
- POST /api/flows: resolve the caller's profiles.account_id and stamp it
on both insert paths (template clone + blank/manual). Closes#210.
- Pipelines page: stamp account_id (from useAuth) on the auto-seed and
the manual "create pipeline" inserts — same bug, found while auditing
other account-scoped insert flows.
Audited every insert into the 15 NOT-NULL-account_id tables; all other
sites already stamp account_id. typecheck + 370 tests pass; lint clean.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
The `theme-boot` beforeInteractive script in layout.tsx rewrites
`data-theme` on <html> from localStorage before React hydrates, so for
any non-default theme the client DOM intentionally differs from the
server-rendered DEFAULT_THEME ("violet"). React then logged a hydration
mismatch on <html> on every load where the saved theme differed.
Add suppressHydrationWarning to the root <html>. It's scoped to that
element's own attributes (child mismatches still surface) and preserves
the documented localStorage-only/device-scoped theme design — unlike a
cookie-based SSR approach, which would change that behavior.
Verified in-browser (Next 16.2.6 / Turbopack): with a non-default theme
in localStorage, the reproduced "+ data-theme=violet / - data-theme=cobalt"
hydration error is gone; removing the prop brings it back (negative
control). typecheck, lint (0 errors), 370 tests pass.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
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>
The multi-user account-sharing surface (Members tab + invite/role
management APIs + /join redeem flow) is complete, so drop the
`account_sharing` beta flag that hid it during development. Mirrors
the Flows soft-GA in 0.2.0.
- settings: Members tab is now always rendered (no beta_features
check, no stale-link fallback). The `profiles.beta_features`
column itself stays for future betas.
- sidebar: the active-account strip no longer keys off the flag.
It now shows whenever the account name differs from the user's
own name — i.e. once you've renamed the account or joined a
shared one — preserving the original "don't duplicate a solo
user's name" behaviour without the flag.
- CHANGELOG/README: document Members as a shipped, all-users
feature.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
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>
Defense-in-depth for the request-derived branch of `getBaseUrl()`
in /api/account/invitations.
The threat model
- On a typical proxied deploy (Vercel / Hostinger / Cloudflare /
nginx with a fixed server_name), the proxy overwrites the
`Host` and `X-Forwarded-Host` headers with the deployment's
canonical hostname, so the request-derived path produces the
right URL. NEXT_PUBLIC_SITE_URL pinning is also unnecessary in
that case.
- On a *bare* deployment exposed to the public internet (no proxy
in front, no SITE_URL set), an attacker can POST directly to
/api/account/invitations with `Host: phishing.example` and
receive an invite URL pointing at their site. They'd still need
admin role on *some* account to call the endpoint, and they'd
need to set up `phishing.example/join/<token>` to actually
phish anyone — but the resolution chain shouldn't trust
un-validated client input by default.
The fix
- New env var `ALLOWED_INVITE_HOSTS` (comma-separated hostnames).
- When set, `getBaseUrl` validates each candidate host against
the list and falls through to wacrm.tech if neither matches.
- When unset, behavior is unchanged — the request-derived host
is trusted (preserves the "just works" experience for the
typical proxied case).
- Distinct console.warn for the rejection path vs the
no-Host-at-all path so operators can tell their allow-list is
actually catching something.
Documented in .env.local.example with a clear explanation of
when operators should set it (bare deploys + multi-tenant
hosting) and when they probably don't need to (the typical case
where NEXT_PUBLIC_SITE_URL already pins the host).
Severity: MEDIUM in the final review, downgraded in practice
because (a) the attack window is narrow, (b) requires admin
role + a phishing site, and (c) most deployments are behind a
proxy that strips the spoofable headers. Still worth the small
amount of code to give security-conscious operators the knob.
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>
Reported by @ArnasDon: a teammate accepting an invite landed in the
shared account but the WhatsApp Config tab still showed "not
connected." Inbox banner read "WhatsApp not connected" too.
Cause: PR 8 of the multi-user series converted the *webhook* and
the *automations/flows engines* to account-scoped lookups, but
left every user-facing API route + UI page still filtering by
`user_id`. Post-017 `whatsapp_config` and `message_templates` are
account-scoped (one row per account, with `account_id NOT NULL`),
so `.eq('user_id', user.id)` returned zero rows for any teammate
who didn't personally save the config — including everyone who
joined via invite.
This PR completes the conversion across the user-facing surface.
Surface (11 files)
- `src/components/settings/whatsapp-config.tsx` — read accountId
from `useAuth()`; trigger fetch on profile-ready, not just
user-ready; pass accountId through to the supabase query.
- `src/app/(dashboard)/inbox/page.tsx` — resolve account_id from
profiles, query whatsapp_config by account_id for the
connected-banner state.
- `src/app/api/whatsapp/config/route.ts` — GET/POST/DELETE all
resolve account_id from profile. The phone_number_id collision
check (service-role) now compares against `account_id`, not
`user_id` — two accounts still can't share a Meta number, two
teammates in one account share one row by design. INSERT
populates `account_id` (tenancy) + `user_id` (audit).
- `src/app/api/whatsapp/config/verify-registration/route.ts` —
same conversion.
- `src/app/api/whatsapp/send/route.ts` — conversation,
whatsapp_config, message_templates lookups all switch to
account_id; rate-limit key stays per-user.
- `src/app/api/whatsapp/react/route.ts` — conversation +
whatsapp_config switch to account_id.
- `src/app/api/whatsapp/broadcast/route.ts` — whatsapp_config +
message_templates + broadcasts switch to account_id.
- `src/app/api/whatsapp/media/[mediaId]/route.ts` — config
lookup switches to account_id.
- `src/app/api/whatsapp/templates/submit/route.ts` — config
lookup + every message_templates SELECT/upsert now uses
account_id. The upsert ROW gains `account_id` so the
NOT NULL constraint added by migration 017 stops rejecting
new templates (this was an incidental bug — every new
template post-017 would have been broken regardless of
multi-user).
- `src/app/api/whatsapp/templates/sync/route.ts` — same.
- `src/app/api/whatsapp/templates/[id]/route.ts` PATCH +
DELETE — same.
Pattern at every route:
const { data: profile } = await supabase
.from('profiles')
.select('account_id')
.eq('user_id', user.id)
.maybeSingle()
const accountId = profile?.account_id as string | undefined
if (!accountId) return 403
then every downstream `.eq('user_id', user.id)` → `.eq('account_id', accountId)`.
Known follow-up not in this PR
- `message_templates` still has its UNIQUE index on
`(user_id, name, language)` from migration 014; the submit
upsert's `onConflict` targets that same triple. As a result,
two teammates can still INSERT same-named templates without
conflicting. The fix needs a small migration (drop legacy
index, add `(account_id, name, language)` index, switch the
`onConflict` target) — TODO comment left in the route file so
it's not forgotten.
Verification
- `npm run lint` → 0 errors (same 19 pre-existing warnings)
- `npm run typecheck` → clean
- `npm test` → 366/366 pass
- `npm run build` → succeeds
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Pre-fix: `getBaseUrl()` in /api/account/invitations defaulted to
`https://wacrm.tech` whenever `NEXT_PUBLIC_SITE_URL` was unset.
wacrm.tech is the docs/marketing site (separate ArnasDon/wacrm-site
repo); it has no `/join/[token]` route. Any fork that didn't set the
env var got invite links pointing into the marketing site, which
404'd on click. Reported by @ArnasDon while testing the flow on
production.
Post-fix: `getBaseUrl(request)` resolves in this order:
1. `NEXT_PUBLIC_SITE_URL` — explicit operator config, still wins.
2. `X-Forwarded-Host` (+ `X-Forwarded-Proto`) — set by every
reverse proxy in front of the app (Hostinger Managed Node.js,
Vercel, Cloudflare). This is what makes invite links Just
Work in production without any env-var fiddling.
3. `Host` header + the request's protocol — bare deployments
without a proxy in front.
4. `https://wacrm.tech` last-resort fallback with a console.warn
so operators spot the misconfig in logs. Effectively
unreachable from a real browser; only triggers if there's no
Host header at all.
Also tightened `.env.local.example` so the variable's purpose
matches the new behavior: it's now only needed when the request-
derived origin would be wrong (cron jobs, background workers).
Day-to-day forks don't have to remember it.
Verification
- `npm run lint` → 0 errors (same 19 pre-existing warnings)
- `npm run typecheck` → clean (after `rm -rf .next` to clear
stale [locale]/* type stubs from the
i18n revert that landed on main)
- `npm test` → 366/366 pass
- `npm run build` → succeeds
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Re-applies PR #182's next-intl scaffold with defensive measures aimed
at the most-likely-but-unconfirmed causes of the 503 that hit prod
after that PR merged. PR #183 reverted #182 to restore service; this
branch carries the same i18n payload plus the safeguards below.
Defensive changes vs PR #182:
1. **`outputFileTracingRoot: __dirname`** in next.config.ts.
Builds were warning that Next.js inferred the workspace root as
the parent GHWebhosting directory (because of a stray lockfile
there). With the wrong root, file tracing for the production
artifact can include the wrong files or skip ours. Pinning the
root to the wacrm directory silences the warning and makes tracing
deterministic across local / CI / Hostinger.
2. **`outputFileTracingIncludes: { "/**/*": ["./messages/**/*.json"] }`**.
Belt-and-suspenders: explicitly force the i18n message dictionaries
into the production artifact even if static-import tracing somehow
misses them in Hostinger's build environment.
3. **Static locale import map in `src/i18n/request.ts`**.
Replaces `import(\`../../messages/\${locale}.json\`)` with an
explicit `{ en: () => import(...), es: ..., lt: ... }` map.
Template-literal dynamic imports are well-supported by Turbopack's
tracer but the static form leaves zero room for the tracer to
skip a locale.
4. **Try/catch around the intl middleware call**.
If `intlMiddleware(request)` ever throws at runtime, fall through
to auth-only handling and log the error rather than 503-ing every
page request behind a single bad call.
5. **Try/catch around `LOADERS[locale]()`** with English fallback.
Same idea: a missing locale bundle at runtime returns English
content instead of crashing the render path.
6. **`engines.node: ">=20.10.0"`** (was `>=20.0.0`). Next 16.2's
actual minimum. Tells Hostinger's Node.js app picker not to land
us on a too-old subversion.
Verified locally:
- npm run lint → 0 errors (same 18 pre-existing warnings)
- npm run typecheck → clean
- npm run test → 366 passing
- npm run build → 62 prerendered pages across en/es/lt; workspace
root warning gone; messages bundled into `.next/server/chunks/ssr/
messages_{en,es,lt}_json_[json]_cjs_*.js`
- npm start probes:
/ → 307 → /en
/en/login → 200
/es/login → 200
/lt/login → 200
/en/dashboard → 307 → /en/login (signed out)
/api/whatsapp/templates → 401
If 503 reappears in prod after this lands, the local repro is clean,
so the next step is hPanel build/runtime logs.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Introduces an internationalization layer so wacrm can ship in multiple
languages — initially en (canonical), es, lt (untranslated mirrors of
en, ready for translators).
Foundation
- next-intl ^4.13 (Next 16 + React 19 compatible)
- src/i18n/{routing,navigation,request}.ts — locale config, locale-aware
Link/router/redirect, server-side message loader
- next.config.ts wired with `createNextIntlPlugin`
- src/app/* moved under src/app/[locale]/ (excluding /api and globals.css)
- [locale]/layout.tsx is now the root layout: <html lang={locale}>,
hasLocale guard, setRequestLocale, NextIntlClientProvider,
generateStaticParams for build-time prerendering of all locales
- middleware.ts composes next-intl's createMiddleware with the existing
Supabase auth check: intl middleware runs first to handle locale
prefix; auth redirects retain the active locale (e.g. signed-out user
on /es/dashboard → /es/login); intl cookies (NEXT_LOCALE) are carried
onto auth-issued responses so the sticky preference survives
Strings extracted (~80 keys across en/es/lt.json)
- common, nav (sidebar + header), roles (Owner/Admin/Agent/Viewer chips)
- auth.login, auth.signup, auth.forgotPassword (all forms + success states)
- join (all four UI states: loading, fail, accept, sign-up CTA + conflict modal)
- localeSwitcher
UI
- New `<LocaleSwitcher />` in the header — globe icon + locale dropdown
using next-intl's useLocale + locale-aware useRouter
Out of scope for this PR (intentional — keeps diff reviewable)
- Dashboard feature pages (dashboard, inbox, contacts, pipelines,
broadcasts, automations, flows, settings) and their components/
namespaces still have hardcoded English; they continue to render
fine because next/link redirects through the locale middleware
- Shared UI a11y strings (dialog close, etc.)
- Translating es.json / lt.json — they currently mirror en.json so the
app runs in any locale without crashes (English fallback)
- Renaming middleware.ts → proxy.ts per Next 16 deprecation
Verification
- npm run build → 62 static pages prerendered across en/es/lt
- npm run typecheck → clean
- npm run test → 366 passing
- npm run lint → 0 errors (18 pre-existing warnings untouched)
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
PR D — the final pass of the post-review fix series. Bundles the
seven visual / UX polish items the design review flagged.
P1 + P5 — sidebar account strip (`src/components/layout/sidebar.tsx`)
- Owner used to be invisible in the role-chip slot (the previous
check was `accountRole && accountRole !== "owner"`), so owners
looked indistinguishable from admins. Now the chip always
renders, with a per-role icon + colour pulled from a new
`ROLE_CHIP` table.
- Added `title={account.name}` on the truncated name so the full
account name is visible on hover when it's clipped (long names
+ narrow sidebars).
P2 + P3 + P10 — members tab (`members-tab.tsx`)
- **P2** — destructive Remove / Revoke buttons used a neutral
default that only turned red on hover. The destructive intent
was invisible until the user moused over. Both buttons now have
a red default state (`border-red-500/40 bg-red-500/10
text-red-300`) with a darker shade on hover.
- **P3** — role chips were all slate. Replaced with a per-role
colour scale: owner amber (scarce, immutable), admin primary
(significant), agent slate (operational default), viewer muted
slate (read-only). Mirrors the sidebar's `ROLE_CHIP` table so
the two surfaces don't drift; once the surface stabilises this
should hoist into a shared module.
- **P10** — pending invitations section now opens with a one-line
hint: "The plaintext invite URL is only shown once at creation
for security — to re-share, revoke the invite below and create
a new one." Pre-fix, admins kept looking for a "copy link"
button on the pending rows; the design decision (don't store
plaintext) is now self-explanatory.
- Cleanup: removed the now-unused `ROLE_LABELS` constant
(subsumed by `ROLE_CHIP[role].label`).
P4 — amber "Save this link now" callout contrast
- Pre-fix: `bg-amber-500/10 + text-amber-200` on slate-900 was
borderline for WCAG AAA body-text contrast.
- Post-fix: `bg-amber-500/15`, border bumped to `/50`, strong
intro promoted to `amber-100` so the urgent copy reads with
proper weight against the dark backdrop.
P7 — Try-again button on join page server_error
- Pre-fix: the only recourse for a server_error peek was to
follow "Create a new account" / "Sign in" links — both lose
the invite token.
- Post-fix: extracted the peek+auth fetch as `loadPeekAndAuth`,
call it from a new "Try again" primary button on the
server_error card. Other failure reasons (not_found / used /
expired) are terminal for this token so they keep the
signup/sign-in escape hatches; only server_error gets retry.
Verification
- `npm run lint` → 0 errors (same 19 pre-existing warnings)
- `npm run typecheck` → clean
- `npm test` → 366/366 pass
- `npm run build` → succeeds
Closes out the post-review fix series. Combined with PRs A
(#178, backend perf), B (#179, UI blocking), and C (#180,
front-end correctness), every item from the consolidated review
report is addressed.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
PR C of the post-review fix series. Bundles six related front-end
correctness / portability fixes. No behavior change for happy-path
users — these are belt-and-braces against edge cases.
S1 — useCan exhaustiveness (`src/hooks/use-can.ts`)
- Add a `default` branch with `const _: never = action` so adding
a new `CanAction` without a case fails the typecheck instead of
silently returning `undefined` at runtime.
S2 + P8 — GatedButton helper (`src/components/ui/gated-button.tsx`)
- `<Button disabled title="...">` doesn't render a tooltip in
Safari or older Firefox: those browsers don't fire mouse events
on disabled controls, so the title never surfaces. Viewers on
those browsers saw silently-disabled CTAs with no explanation.
- New `<GatedButton canAct={...} gateReason="...">` wraps the
Button in a non-disabled `<span>` that owns the `title`. The
span receives mouseover everywhere; the tooltip works.
- Also subsumes the duplicated `READ_ONLY_TITLE = "..."` constants
across 5 list pages. `gateReason` is the verb phrase that
completes "Read-only — your role can't <gateReason>".
- Migrated call sites: broadcasts / automations / flows / contacts
/ pipelines list pages + inbox composer (Send + Templates
buttons). The composer's textarea keeps its inline title since
the GatedButton pattern only applies to buttons.
S6 — Revert optimistic role-change on error (`members-tab.tsx`)
- Pre-fix: PATCH failure showed a toast and left the local
member-row state with the new role. Next interaction
(re-toggling to the same role) was a no-op via the
`member.role === nextRole` guard at the top, so the row
appeared stuck. Now we capture `previousRole` before the
optimistic flip and revert on both 4xx and network failure.
S7 — Sidebar flag check matches settings (`sidebar.tsx`)
- Pre-fix: sidebar's `accountSharingEnabled` didn't guard on
`profileLoading`, so the account-name strip briefly was hidden
during the initial profile fetch then popped in. Settings page
did this guard correctly. Now they match.
S8 — Referrer-Policy: no-referrer on /join (`join/layout.tsx`)
- The plaintext invite token lives in the URL path. Belt-and-
braces against any future external resource on the join page
leaking the token via the Referer header. Set via Next 16's
`metadata` export → `<meta name="referrer" content="no-referrer">`.
Also marks the route `noindex, nofollow` so a join URL can't end
up in search results.
P9 — Client-side label length validation (`invite-member-dialog.tsx`)
- Server caps `label` at 80 chars and returns 400 on overflow.
Add a `MAX_LABEL_LEN` constant on the client, point both the
`<Input maxLength>` and the pre-submit check at it. Catches the
paste-then-submit path where a paste lands an over-limit string
in state before the keystroke-level cap engages.
Verification
- `npm run lint` → 0 errors (same 19 pre-existing warnings)
- `npm run typecheck` → clean (the new `never` cast catches typos)
- `npm test` → 366/366 pass
- `npm run build` → succeeds
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
PR B of the post-review fix series. Closes the three user-blocking
UI gaps the design / UX review flagged.
M3 — Charlie's 409 redeem dead-end (join page)
- Pre-fix: a user with existing data clicking an invite saw a
3-second toast then the Accept button re-enabled. The same
retry would 409 forever.
- Post-fix: 409 status is detected explicitly and surfaces a
blocking dialog with an explanation + "Sign out & use a
different email" action. The action calls supabase.signOut()
then reloads the page; the page rebuilds on the signed-out
branch with the "Create account & join" CTA. The invite token
stays in the URL through the reload so the recovery is one
click. Non-409 errors still take the regular toast path.
- Files: `src/app/join/[token]/page.tsx` — new state
`conflictMessage`, new handler `handleSignOutAndRetry`, new
Dialog component in the auth-in render branch.
M4 — WhatsApp share message includes the account name
- Pre-fix: "Join our wacrm account using this link…" — generic,
no team context. In multi-team contexts the recipient
couldn't tell which team they were being invited to.
- Post-fix: "Join <Account Name> on wacrm using this link…".
The account name is snapshotted into the `CreatedInvite`
result at creation time so a later rename can't retroactively
rewrite the wa.me message.
- Files: `src/components/settings/invite-member-dialog.tsx` —
read `account` from `useAuth()`, thread `accountName` through
`CreatedInvite`, update `whatsappShareUrl` copy.
S3 — Members tab roster mobile reflow
- Pre-fix: the member row used a single flex-row with a fixed-
width 128px role Select and a 36px Remove button. On a 375px
viewport the name + email got crushed to ~50px.
- Post-fix: at base width the row stacks vertically — identity
(avatar + name + email) on top, actions (role + Remove) below.
At sm+ it returns to the original inline layout. The joined-
date column stays desktop-only.
- Files: `src/components/settings/members-tab.tsx` — `flex-col`
base, `sm:flex-row sm:items-center` for desktop. Actions
wrapped in their own flex container so the role Select and
Remove button cluster together on both breakpoints.
Verification
- `npm run lint` → 0 errors (same 19 pre-existing warnings)
- `npm run typecheck` → clean
- `npm test` → 366/366 pass
- `npm run build` → succeeds
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
PR A of the post-review fix series. Addresses the two must-fix
backend findings (flow-media account scoping; webhook contact
lookup at scale) plus the two should-fix composite-index
additions, all in one migration + two TS files.
Migration 020 (`supabase/migrations/020_account_sharing_followups.sql`)
- Composite partial index `idx_automations_account_active_trigger`
on `automations(account_id, trigger_type) WHERE is_active`.
The 006-era partial index was account-blind so the planner had
to post-filter by account_id on every webhook dispatch. With
100+ admins in a shared account the post-filter step shows up
in query plans; this index answers all three predicates from
one lookup.
- Same shape for flows: `idx_flows_account_active` on
`flows(account_id) WHERE status='active'` — paired to the
`findEntryFlow` query in the runner.
- `flow-media` storage RLS rewritten to allow uploads / updates
/ deletes by any member of the account whose folder name
matches `account-<account_id>/...`. Legacy `<auth.uid()>/...`
paths remain writable by the original uploader so files
uploaded pre-020 don't break. Reads stay public (the bucket
was already public so Meta can fetch URLs without creds).
Webhook contact lookup (`src/app/api/whatsapp/webhook/route.ts`)
- The PR-8 conversion swapped `eq('user_id', userId)` for
`eq('account_id', accountId)` but kept "pull every row, filter
in JS" semantics. That was fine when account = one user but
scales linearly with the team size × per-user contact count.
- Now pre-filters in SQL by the phone's last-8-digit suffix
(mirroring `phonesMatch`'s trunk-prefix tolerance). The
trailing-suffix `like` can't use a B-tree index, but the
account_id filter on top of `idx_contacts_account` keeps
the scan to a small account-scoped subset. Re-applies the
strict `phonesMatch` check in JS on the candidate set for
correctness — typically 0-2 rows, basically free.
Flow-media upload path (`src/components/flows/forms/node-config-form.tsx`)
- Resolves the caller's `profile.account_id` before upload and
pathes the file under `account-<account_id>/...` to match the
new 020 RLS policy. Legacy `<user_id>/...` paths keep working
via the back-compat clause in the policy.
Verification
- `npm run lint` → 0 errors (same 19 pre-existing warnings)
- `npm run typecheck` → clean
- `npm test` → 366/366 pass
- `npm run build` → succeeds
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
PR 9 of the multi-user accounts series — the final piece. Visual
polish so non-owners see consistent disabled states across the
app and so every user always knows which account they're acting in.
Sidebar
- New account-name strip above the user dropdown, gated behind
the `account_sharing` beta flag (same flag the Members tab
from PR 6 reads). For solo users (the default) the account is
named after them, so showing it would just duplicate the user
name below — flag-gating keeps the original layout untouched
for single-user installs.
- When the caller's role is admin/agent/viewer (not owner), the
role is surfaced as a small uppercase chip alongside the
account name so they have an unambiguous signal of their
permission level without opening Settings.
- Nav items stay always-visible per the planning doc's
"show-but-disable" decision — hiding nav rows by role would
make the app feel broken.
Inbox composer
- Send button + Templates button + textarea are disabled for
viewers with a "Read-only — viewers can browse but not reply"
placeholder and tooltip. The existing session-expired branch
still wins when it applies (session-expired is the more
specific condition and surfaces template-only sending).
List-page create buttons
- broadcasts/page.tsx: "New Broadcast" CTA (header + empty
state).
- automations/page.tsx: "Create Automation" CTA.
- flows/page.tsx: "New flow" CTA (header + empty-state).
- contacts/page.tsx: "Add Contact" + "Import" CTAs.
- pipelines/page.tsx: "Add Pipeline" (gates on edit-settings —
pipelines are settings-class under the 017 RLS) and "Add
Deal" (gates on send-messages).
All use `useCan(...)` from PR 5. Disabled buttons get a tooltip
explaining why (`title="Read-only — your role can't ..."`).
Solo users see no visual change — single-owner accounts pass
every capability check.
Why show-but-disable, not hide
- A viewer scanning the app should still see what's possible
in the product, both to understand what they can ask for an
upgrade for and to avoid the UI feeling silently broken
("the New button just disappeared?"). The tooltip carries
the explanation cheaply.
Verification
- `npm run lint` → 0 errors (same 19 pre-existing warnings)
- `npm run typecheck` → clean
- `npm test` → 366/366 pass
- `npm run build` → succeeds
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
PR 8 of the multi-user accounts series. Flips the WhatsApp webhook,
automations engine, and flows engine from per-user tenancy to
per-account so a shared inbox actually behaves like one.
Why this matters
- Pre-this-PR: an inbound message resolved the recipient by
whatsapp_config.user_id and dispatched only that user's
automations / flows. Teammates joining via an invite would see
the message in the shared inbox but their automations / flows
never fired.
- Also fixes incipient NOT NULL violations from migration 017.
That migration added `account_id NOT NULL` to automation_logs,
automation_pending_executions, flow_runs, and deals. Inserts in
the engines hadn't been updated yet — any production run would
500 with a column violation. This PR adds account_id to every
such insert.
Surface
- `src/app/api/whatsapp/webhook/route.ts`
- Resolves `config.account_id` AND `config.user_id` from the
matched whatsapp_config row. Passes accountId through every
downstream call. user_id is kept as `configOwnerUserId` and
used only for NOT NULL FK audit columns on contact /
conversation inserts.
- `findOrCreateContact` / `findOrCreateConversation` look up by
account_id and insert with both columns.
- `flagBroadcastReplyIfAny` matches broadcasts by account_id so
any teammate's broadcast is updated when a customer replies.
- `dispatchInboundToFlows` and `runAutomationsForTrigger` now
take `accountId` instead of `userId`.
- `src/lib/automations/engine.ts`
- `DispatchInput.userId` → `accountId`.
- `runAutomationsForTrigger` queries automations by account_id.
- `executeAutomation` inserts into automation_logs with both
account_id (tenancy) and user_id (audit, from automation row).
- `wait` step inserts into automation_pending_executions with
account_id.
- `create_deal` step inserts into deals with account_id.
- `assign_conversation` / `close_conversation` /
`resolveConversationId` filter by account_id.
- `resumePendingExecution` row shape now includes account_id;
cron passes it through.
- engineSendText / engineSendTemplate calls pass
`accountId: args.automation.account_id`.
- `src/lib/flows/engine.ts`
- `DispatchInboundInput.userId` is kept (audit) and
`accountId` is added (tenancy).
- `loadActiveRunForContact`, `isDuplicateInbound`,
`findEntryFlow` all query by account_id.
- `startNewRun` inserts into flow_runs with account_id.
- All `engineSend*` calls pass `accountId: run.account_id`.
- `src/lib/automations/meta-send.ts` + `src/lib/flows/meta-send.ts`
- All four engine senders (text, template, media, interactive
buttons/list) accept `accountId` and look up the contact +
whatsapp_config by account_id. user_id stays for inserts.
- `src/lib/flows/types.ts`
- `FlowRow`, `FlowRunRow`, `DispatchInboundInput` gain
`account_id` / `accountId`.
- `src/types/index.ts`
- `Automation` gains `account_id`. Doc note on the user_id
field clarifying it's audit-only post-multi-user.
- `src/app/api/automations/cron/route.ts`
- Pass account_id from the pending row to resumePendingExecution.
- `src/app/api/automations/engine/route.ts`
- Uses `getCurrentAccount()` from #169 to resolve the caller's
account, then dispatches with accountId.
- `CHANGELOG.md` — Fixed entry explaining the inbox / NOT NULL fix.
Backwards compatibility
- All affected tables already have account_id from migration 017.
This PR populates it on insert paths that hadn't been updated.
- The `user_id` columns are kept everywhere — they still identify
the agent / author for audit display. They just no longer
enforce tenancy.
Verification
- `npm run lint` → 0 errors (same 19 pre-existing warnings)
- `npm run typecheck` → clean (had 4 errors mid-refactor; all
resolved by the call-site updates)
- `npm test` → 366/366 pass (engine tests are pure unit
tests over helper functions; not affected)
- `npm run build` → succeeds
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
PR 7 of the multi-user accounts series. Closes the invite loop —
PR 6 lets admins generate links, this PR is what the recipient
sees when they click one.
What lands
- `src/app/join/layout.tsx` — minimal centered dark shell. Sits
outside both `(auth)` and `(dashboard)` route groups because
the page is hybrid: it renders for anonymous AND signed-in
visitors. Reusing either neighbouring layout would funnel one
audience through the wrong middleware redirect.
- `src/app/join/[token]/page.tsx` — client component. Calls
/api/invitations/[token]/peek + supabase.auth.getUser() in
parallel on mount and routes through four UI states:
peek | auth | render
--------------|--------------|----------------------------------
loading | — | spinner
ok:false (any)| — | friendly error + signup/signin CTAs
ok:true | signed out | "Sign up & join" + "Sign in" links
ok:true | signed in | "Accept invitation" button → redeem
Redeem is intentionally manual — auto-accepting on mount would
race with the signup → email-verification → return flow and
hide what's being accepted from the visitor.
AuthContext doesn't reach this route group (AuthProvider lives
inside (dashboard)), so we call Supabase directly here the same
way /login and /signup already do.
After a successful accept, the page does a full reload to
/dashboard (not router.push) so AuthProvider re-fetches the
profile with the new account_id and account_role.
- `src/app/(auth)/signup/page.tsx`:
- Reads `?invite=<token>` via useSearchParams.
- Passes emailRedirectTo: `${origin}/join/<token>` to
supabase.auth.signUp so the verification email returns the
user to the redeem step.
- Re-skins the card header for invite signups ("Create account
& join", different icon).
- Preserves the token through the "Sign in" link and the
"Back to sign in" button on the success screen.
- Default export now wraps the form in `<Suspense>` — Next 16
refuses to prerender pages calling useSearchParams without
it.
- `src/app/(auth)/login/page.tsx`:
- Reads `?invite=<token>`.
- On successful sign-in, routes to /join/<token> instead of
/dashboard.
- Re-skins the card header for invite logins.
- Preserves the token through the "Create account" link.
- Default export wrapped in `<Suspense>` for the same prerender
reason.
- `src/middleware.ts`:
- When an authenticated user hits /login?invite=<t> or
/signup?invite=<t>, redirect to /join/<t> instead of the
default /dashboard. Without this, a forwarded invite link
landing on an already-signed-in browser would silently drop
on /dashboard and the visitor would never see the accept
prompt.
- Both pre-existing redirect cases (no invite present, OR
/forgot-password with an invite — which doesn't make sense)
fall through to /dashboard as before. The search string is
cleared on both paths so we don't leak the invite token
into the dashboard URL bar.
Verification
- `npm run lint` → 0 errors (same 19 pre-existing warnings)
- `npm run typecheck` → clean
- `npm test` → 366/366 pass
- `npm run build` → succeeds:
ƒ /join/[token] — dynamic (peek + auth fetch)
○ /login — static, hydrates the form
○ /signup — static, hydrates the form
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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>
PR 4 of the multi-user accounts series. Lands the link-only
invitation flow — admin generates a shareable URL, copies it,
sends it via any channel. No email service needed.
API surface
- GET /api/account/invitations — list pending (admin+)
- POST /api/account/invitations — create (admin+)
- DELETE /api/account/invitations/[id] — revoke (admin+)
- GET /api/invitations/[token]/peek — public, rate-limited per-IP
- POST /api/invitations/[token]/redeem — authenticated, rate-limited per-IP
Token lifecycle
- POST returns the plaintext token + share URL exactly ONCE in
the response. We store only the SHA-256 hash. There is no
endpoint that resurfaces it; if the admin dismisses the dialog
without copying, the only recourse is to revoke and re-issue.
- Peek and redeem take the plaintext token in the URL path, hash
it in TS via `hashInviteToken`, and look up by `token_hash`.
Two new SECURITY DEFINER RPCs back the cross-RLS work
(migration 019):
- `peek_invitation` — anonymous read. Returns a uniform JSON
envelope: `{ ok, account_name, role, expires_at }` or
`{ ok: false, reason: not_found|used|expired }`. The route
forwards verbatim so the join page can branch cleanly.
- `redeem_invitation` — authenticated. Locks the invite row
`FOR UPDATE`, validates expiry/usage, refuses if the caller is
already in a shared account OR their personal account has any
domain rows (checked across all 11 user-creatable parent
tables), then atomically moves profile.account_id +
account_role, stamps the invitation accepted, and deletes the
orphan personal account. Single transaction.
Error contract
- 22023 (invalid_parameter_value) → 400 — not_found / used / expired
- 42501 (insufficient_privilege) → 401 — caller not authenticated
- 23505 (unique_violation, reused) → 409 — caller's account has data,
or they're already a
member of the inviter's
account / another shared
account
Rate limiting
- Two new buckets in `RATE_LIMITS`: invitationPeek (30/min/IP)
and invitationRedeem (10/min/IP). Belt-and-braces against
token enumeration even though 256-bit entropy makes it
theoretical. Uses the existing fixed-window in-memory limiter.
Why no peek-then-redeem two-step on the server
- Peek is read-only and idempotent; redeem locks `FOR UPDATE` so
two concurrent redemptions can't both win. The peek result is
cosmetic ("show me what I'm joining"); the actual write
happens entirely inside the redeem RPC's transaction, so a
TOCTOU between peek and redeem just means the user sees the
same `{ ok: false, reason }` on the next render.
Verification
- `npm run lint` → 0 errors (same 20 pre-existing warnings)
- `npm run typecheck` → clean
- `npm test` → 366/366 pass
- `npm run build` → succeeds; the 4 new routes register as ƒ
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
PR 3 of the multi-user accounts series. Lands the server-side
endpoints the upcoming Members tab UI will call. Built on the
helpers from #169 (`requireRole`, `getCurrentAccount`,
`toErrorResponse`).
API surface
- GET /api/account — caller's account + role
- PATCH /api/account — rename (admin+)
- GET /api/account/members — roster; email visible to admin+ only
- PATCH /api/account/members/[userId] — change role (admin+)
- DELETE /api/account/members/[userId] — remove (admin+)
- POST /api/account/transfer-ownership — atomic owner handoff (owner)
Member-role writes can't ride on the regular `profiles_update` RLS
policy (which only allows self-edits — admins can't modify a
teammate's row that way). The three SECURITY DEFINER RPCs in the
new migration are the scoped escape hatches:
- `set_member_role(p_user_id, p_new_role)` — admin+ only. Blocks
promotion to / demotion from owner (use transfer instead) and
self-targeting.
- `remove_account_member(p_user_id)` — admin+ only. Creates a
fresh personal account for the removed user and reassigns
their profile as its 'owner' — mirror of the signup flow, so
they keep their login and just "start over". Blocks removing
the owner or self.
- `transfer_account_ownership(p_new_owner_user_id)` — owner only.
Atomically demotes current owner → admin, promotes target →
owner, and points accounts.owner_user_id at the new owner.
Demote-first ordering means the temporary "zero owners" state
is never visible.
Error contract
- Each RPC raises with SQLSTATE 42501 (forbidden) or 22023 (bad
input) and a human-readable RAISE message. The route handlers
map these onto 403 / 400 respectively; anything else collapses
to a generic 500.
- The TS guards (e.g. `requireRole('owner')` on the transfer
route, `isAccountRole(role)` on the PATCH route) are
belt-and-braces — they fail fast before the Supabase round
trip but the RPCs would catch the same violations regardless.
Field visibility
- `GET /api/account/members` returns `email` only when the
caller is admin+. Agents and viewers see name + avatar + role
+ joined date — matches the planning decision so a viewer
can't harvest the team's email list.
Verification
- `npm run lint` → 0 errors (same 20 pre-existing warnings)
- `npm run typecheck` → clean
- `npm test` → 366/366 pass
- `npm run build` → succeeds; the 4 new routes register as ƒ
(dynamic — they all use `next/headers`
cookies via the SSR client)
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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>
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>
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 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 webhook routes inbound messages by phone_number_id and uses
`.single()` to find the owning config. If two users save the same
phone_number_id, `.single()` errors PGRST116 ("multiple rows") and every
inbound message is silently dropped while the log misleadingly reports
"No config found".
Three layers of fix:
- POST /api/whatsapp/config now rejects with 409 when another user has
already claimed the phone_number_id. The check uses a service-role
client because RLS hides the conflicting row from the saving user.
- Webhook lookup no longer uses `.single()`. It distinguishes 0 rows
(true "no config") from ≥2 rows (duplicate claim) so logs name the
real cause and list conflicting user_ids.
- Migration 013 adds UNIQUE(phone_number_id) to whatsapp_config so the
same can't happen via direct DB writes or a race. Fails loudly with a
copy-pasteable resolution hint if duplicates already exist, rather
than auto-deduping (which would destroy tokens).
Closes#136.
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>
PR #129 added `max-w-3xl` to the create-flow DialogContent thinking
it would widen the modal. It was a no-op. shadcn's DialogContent has
`sm:max-w-sm` baked into its default classes, and Tailwind-merge
treats `max-w-*` (base) and `sm:max-w-*` (sm-prefixed) as different
variants — both survive, and at every real desktop breakpoint the
sm-scoped 384px wins.
So the modal stayed at 384px regardless. Template cards continued to
look squished because the dialog never actually grew.
Override at the sm: variant directly. Use 4xl (896px) — gives each of
the three template cards roughly 270px of breathing room, enough for
the description to wrap to 4-5 lines instead of 10+.
Left a comment at the call site so the next person doesn't repeat
the same mistake.
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>
The dialog was max-w-2xl with sm:grid-cols-3, leaving each template
card ~150px wide. With p-3 padding and line-clamp-3 the descriptions
truncated to four-word fragments — the gallery looked squished even
on desktop.
- Dialog: max-w-2xl → max-w-3xl
- Grid: stack on mobile, 2-col on sm, 3-col on lg (matches the
flow-card list grid elsewhere in the page).
- Card: p-3 → p-4, gap-2 → gap-2.5, h-4 icon → h-5.
- Drop the line-clamp on the description — at the new width it fits.
- Move the "X nodes" footer above a top-border so it reads as
metadata, not part of the description.
- Add a divider above the "Or start blank" section so the two
paths feel like distinct choices.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
use-auth's `loading` flips false as soon as the session settles —
the profile fetch is fire-and-forget so the page renders quickly
with just the user object. The flows pages, though, gate access on
`isFlowsEnabled(profile.beta_features)`. During the gap between
session-ready and profile-ready they saw `{ loading: false,
profile: null }` and read it as "not opted in", redirecting a
legitimate beta user back to /dashboard.
Expose a separate `profileLoading` boolean from the auth context
that stays true until fetchProfile settles (success, missing row,
or error). Pages that branch on `profile.*` gate on it; chrome
that only needs the user object keeps using `loading` as before.
Three call sites updated: /flows, /flows/[id], /flows/[id]/runs.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
The `/api/flows/cron` route gated on `supplied !== expected`, which
compares strings byte-by-byte with early exit on first mismatch.
An attacker who can hit the endpoint could in principle recover the
secret one byte at a time by measuring response-time deltas. With
a high-entropy 64-char secret this is mostly theoretical, but the
upgrade is a one-liner.
Switch to crypto.timingSafeEqual with a length pre-check (the
function throws on mismatched lengths; the length itself isn't
sensitive when the expected value is set by the operator).
Not touching the equivalent line in /api/automations/cron in this
PR — one fix per branch keeps the diff easy to review and revert.
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>
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>
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>
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>
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 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>
The badge used to linger for the duration of the
click → unread-reset effect → server UPDATE → realtime UPDATE → setState
round-trip — long enough to be noticeable, and visible indefinitely if
the realtime UPDATE was ever dropped. There was also a brief flicker
when a customer sent a new message while the user was already viewing
the thread: the webhook bumps unread_count on the server, the realtime
UPDATE arrives at the client and overwrites the local 0 with a positive
value for the ~100ms it takes the reset effect's server UPDATE to
round-trip back.
Fix in two places:
1. handleSelectConversation (and the deep-link auto-select path)
optimistically zero the list copy's unread_count immediately. We
deliberately do *not* touch activeConversation.unread_count — the
reset effect inside MessageThread keys off that value to decide
whether to fire the server UPDATE, so zeroing it locally would
silently skip the persist.
2. handleConversationEvent UPDATE suppresses the incoming unread_count
for the currently-active conv. Non-active convs take the value
as-is; the active one stays at 0 until the user navigates away.
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>
Closes#104.
Supabase Realtime payloads only carry the row's own columns — the
`contact:contacts(*)` join the initial fetch uses is absent. A
freshly-inserted conversation arrived in state with `contact: undefined`,
displaying "Unknown" and a blank contact sidebar. When the
message-INSERT for that conversation arrived before the conv-INSERT
event had landed in state, the preview update was a silent no-op and
the conversation appeared stuck on "No messages yet" until something
else triggered a refetch (typically the user sending a reply, which is
why replying made the missing inbound messages "suddenly appear").
Add a deduped `hydrateConversation(id)` helper that fetches the row
with the contact joined and merges it into state. Call it from:
- conv-INSERT realtime handler — to backfill the contact join
- message-INSERT handler when the conv isn't in state yet
- conv-UPDATE handler when the row is missing (self-heal for any
realtime event ever dropped)
Existing fields in state win on merge: a realtime UPDATE may have
patched last_message_text / unread_count to fresher values than the
single-row read returns, and we don't want to clobber them.
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>
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>