Commit Graph

178 Commits

Author SHA1 Message Date
Arnas Donauskas
59dbf27f43 fix(automations): stop inbound runs being dropped and mislogged
Two defects that together produce the reported symptom — automation logs
that read `status: 'success'` with `steps_executed: []`.

1. The dispatch loop in the inbound webhook was fire-and-forget inside the
   route's `after()` block. `after()` only keeps the function alive for
   promises it can see, so the run could be frozen after the log row was
   inserted but before any step executed. This is the same failure mode as
   issue #301, recurring one level down — the comments on the AI auto-reply
   and `message.received` dispatches immediately below already spell out
   the invariant this violated. Now awaited; the per-iteration `.catch` is
   kept so one trigger type can't skip the rest of the loop.

2. `executeAutomation` seeded the log row with `status: 'success'` before
   running anything. A run that died mid-flight therefore left a permanent
   success with no steps, indistinguishable from an automation that
   genuinely had nothing to do. Seeded as `'failed'` instead, so the status
   only becomes success if execution actually reaches a terminal path. No
   migration needed — 'failed' is already in the column's CHECK constraint,
   and every terminal path overwrites it.

Two more points from the issue are deliberately not addressed here, as
both change existing behaviour and want a maintainer decision: switching
`contains` keyword matching to word boundaries (would alter which
automations fire for current users) and re-opening a closed conversation
on an inbound reply.

Refs #409.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-07-28 15:21:28 +03:00
Arnas Donauskas
8bbbe0a471
fix(settings): wrap useSearchParams pages in Suspense so nav works in prod
The settings page derived its active panel from `useSearchParams()` but
wasn't wrapped in a Suspense boundary. In Next 16 that fails the
production build ("missing Suspense with CSR bailout") and forces the
page to bail to full client-side rendering — shipping a settings screen
whose rail click handlers never wire up. Because the account-menu
Settings link targets `?tab=whatsapp`, users land on the WhatsApp panel
and can't navigate to any other section ("locked on WhatsApp").

Wrap the `useSearchParams` consumer in `<Suspense>` on the three
affected dashboard pages — settings, inbox, automations/new — mirroring
the split login/signup already use. Also add the missing
`Settings.sections.quick-replies` label, which was rendering as a raw
translation key in the settings rail.

Verified: production build now succeeds (previously errored out during
static generation); every settings rail section navigates correctly in a
production build.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-17 15:08:25 +03:00
Arnas Donauskas
5413dd634a
Merge pull request #393 from mooouuu/feat/tag-added-trigger
feat(automations): dispatch tag added triggers
2026-07-17 12:48:18 +03:00
Arnas Donauskas
96e60adecf
Merge pull request #396 from opastorello/fix/cron-timing-safe
fix: use timing-safe compare for cron secret
2026-07-17 12:48:10 +03:00
Arnas Donauskas
1110f1fb45
fix: full-page navigation after login so the session is applied (#365)
Login signed in client-side then soft-navigated with router.push into
/dashboard, a route the middleware gates on the Supabase session cookie.
The soft navigation can reach the protected route before the server
observes the freshly written cookies, so the middleware bounces it back
to /login -- which looks like the page "just refreshing" instead of
signing in. It surfaced over ngrok/HTTPS tunnels (added latency widens
the window) while staying hidden on localhost.

- login: navigate with window.location.href after signInWithPassword,
  mirroring the deliberate full reload the invite-accept flow already
  uses in join/[token]/page.tsx; drops the now-unused useRouter.
- next.config: allow-list common dev tunnel origins (ngrok, cloudflared,
  localtunnel) so Next 16 stops 403-ing dev-only resources over the
  tunnel, extendable via ALLOWED_DEV_ORIGINS.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-17 12:29:01 +03:00
Nicolas Pastorello
ed4ce6b52e fix: use timing-safe compare for cron secret
Match flows cron implementation (timingSafeEqual).
2026-07-16 13:03:21 -03:00
Mauricio Martinez
292f52f903 feat(automations): dispatch tag added triggers 2026-07-16 00:26:21 -06:00
Arnas Donauskas
faf0f740a4
fix: stop inbound chats fragmenting into duplicate conversations (#363)
An inbound message could create a second conversation for a contact
under a race (Meta retries a delivery, or a batch fans out to concurrent
after() runs). There was no UNIQUE index and no unique-violation
backstop on conversations, unlike contacts (migration 022). Worse, once
two conversations existed the `.single()` lookup errored on every later
message and the webhook created yet another conversation each time,
snowballing into a wall of duplicate chats.

- findOrCreateConversation now resolves oldest-first with .limit(1)
  instead of .single(), so pre-existing duplicates converge, and catches
  23505 on insert to re-resolve the winning row.
- Same hardening applied to the public-API resolver (resolve-conversation).
- Migration 036 merges existing duplicate conversations into the oldest
  thread (re-pointing messages, reactions, deals, flow_runs,
  notifications, ai_usage_log — no data loss) then adds a
  UNIQUE (account_id, contact_id) index as the authoritative guarantee.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-10 12:27:46 +03:00
Arnas Donauskas
78b42dfba9 feat: WhatsApp interactive messages (reply buttons + lists)
Add full support for WhatsApp Cloud API interactive messages across the
inbox, automations, and a new quick-replies feature. Extends the
interactive plumbing that previously existed only for the Flows engine.

Sending
- send-message core handles `interactive` (reply buttons ≤3, list ≤10
  rows) via the existing Meta senders; validated server-side before send.
- Inbox composer gains a "+" menu → builder dialog with live WhatsApp-style
  preview + Meta char limits (button 20, list row 24, body 1024).
- Automation "Send Buttons" / "Send List" steps in the builder.
- Public v1 /messages accepts type=interactive.

Storage / round-trip
- migration 035: messages.interactive_payload JSONB + quick_replies table.
- Outbound interactive persists the structured payload (composer,
  automations, and Flows) so the thread re-renders the buttons/rows.

Receiving
- Bubble renders outbound interactive via the shared preview; inbound taps
  (button_reply/list_reply) keep the "chosen option" affordance.

Automations
- New `interactive_reply` trigger matches on tapped button/list IDs
  (exact), enabling chained multi-step menus.

Quick replies
- New account-scoped quick_replies (text or interactive snippets), managed
  in Settings and insertable from the composer; "Save as quick reply" in
  the builder.

Shared core in src/lib/whatsapp/interactive.ts + src/components/interactive/.
Includes unit tests for the validator, send-param validation, the
interactive_reply trigger match, and the new automation step/trigger
validation. typecheck + lint clean; full suite green.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-08 19:03:15 +03:00
Arnas Donauskas
2311b7ea35 Merge origin/main; internationalize new AI auto-reply UI
Brings in the i18n PR (#348) that landed on main and localizes the new
strings this branch added so nothing regresses the new next-intl
convention:
- ai-config.tsx: resolved import conflict; handoff-target picker strings
  moved to Settings.aiConfig (handoffTo / handoffToDesc / handoffQueue).
- message-bubble.tsx: "AI" badge + tooltip → Inbox.bubble
  (aiBadge / aiBadgeTitle).
- ai-thread-banner.tsx: take-over/resume banner + toasts → new
  Inbox.aiBanner namespace.

The AI Agents section (/agents playground, setup tabs, usage card) is
still English on main, so those strings are left as-is for a future
section-wide i18n pass.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-08 16:35:27 +03:00
Arnas Donauskas
077d203980
Merge pull request #348 from ivanmercedes/feat/i18n-dashboard-shell
feat(i18n): finalize localization for Dashboard, Inbox, Settings, and Automations
2026-07-08 15:39:18 +03:00
Arnas Donauskas
e132cc7a15 fix(ai): address code-review findings on auto-reply polish
Correctness:
- Resume AI now releases ANY assignment (not just the caller's own).
  A handoff-assigned thread previously stayed assigned after resume, so
  the eligibility gate silently kept the bot muted — Resume was a no-op.
- GET /api/ai/usage: guard days >= 1 (Number(null)===0 is finite, so the
  30-day default was unreachable and the window collapsed to 1 day).
- GET /api/ai/usage: align the query cutoff to the start of the oldest
  charted local day so rows in the oldest partial day no longer count in
  totals while missing from the daily series (totals now match the bars).
- ai-thread-banner: cache account AI-status per accountId and never cache
  a transient fetch failure — fixes cross-account leak and the banner
  staying hidden all session after one failed /api/ai/config call.
- /api/ai/draft: construct the service-role client inside a guard and
  fire-and-forget the usage log, so a missing service-role key (or any
  log failure) can't 500 an already-generated, already-billed draft.

Efficiency:
- Don't await usage logging on the reply hot path (auto-reply + draft);
  logAiUsage swallows its own errors, so fire-and-forget is safe and
  removes a DB round-trip from the customer-facing send.

Reuse / consistency:
- usage route reuses date-utils (daysAgoStart/lastNDayKeys/localDayKey)
  and now buckets by LOCAL day like every other dashboard chart (was UTC).
- extract formatCompactNumber (shared with formatCurrencyShort); drop the
  hand-rolled month table in favour of date-fns; extract
  fetchAccountMembers/memberLabel and use them in the AI settings picker.

Resume still resets the per-conversation reply count (a deliberate,
manual, rate-limited re-engagement — documented in the handler).

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-08 15:35:41 +03:00
Arnas Donauskas
c736e7a43f feat(ai): add token-usage dashboard (AI Agents → Usage)
Surfaces the ai_usage_log data added in the previous commit:
- GET /api/ai/usage — admin-only aggregation (totals, per-mode,
  per-model, zero-filled daily series) over a 7/30/90-day window,
  mirroring the ai_usage_log SELECT policy
- AiUsageCard — stat tiles + daily token bar chart + by-model list,
  rendered under a new admin-only "Usage" tab on the AI Agents page

Counts only; no message content is stored or shown.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-08 14:31:36 +03:00
Arnas Donauskas
b0194dfc27 feat(ai): polish auto-reply — inbox controls, real handoff, usage logging
Makes the AI auto-reply bot visible and controllable from the inbox,
completes the handoff, and records token spend. Builds on the existing
lib/ai engine rather than replacing it.

Track A — user-facing
- messages.ai_generated flag → small "AI" badge on bot-generated bubbles
- "Take over" / "Resume AI" banner per conversation
  (POST /api/ai/autoreply/[id]) — take-over pauses + assigns to the agent
- handoff now assigns to a configurable target (agent or unassigned
  queue) and writes an internal note summarizing the exchange; the
  existing on_conversation_assigned trigger notifies the assignee
- Settings → AI: "Hand off to" target picker

Track B — observability + safety
- providers return normalized token usage; logged per run to ai_usage_log
  (admin-readable) from both auto-reply and draft
- account-wide auto-reply rate limit (30/min) on top of the
  per-conversation cap

Migration: 033_ai_reply_polish.sql (messages.ai_generated,
ai_configs.handoff_agent_id, conversations.ai_handoff_summary,
ai_usage_log). Tests + typecheck + lint pass (607 tests).

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-08 14:03:33 +03:00
Arnas Donauskas
03e851bea5
Merge pull request #351 from ArnasDon/fix/ghsa-34q7-fv77-625j-role-checks
fix(security): enforce agent role on service-role write routes (GHSA-34q7-fv77-625j)
2026-07-08 09:39:41 +03:00
Arnas Donauskas
1d7829e68a fix(security): enforce agent role on service-role write routes (GHSA-34q7-fv77-625j)
Flows and automations write routes verify only authentication/membership
(via the RLS client, whose *_select policies have no minimum role) and
then mutate with the service-role client, which bypasses the agent-gated
*_insert/update/delete RLS policies. A read-only `viewer` therefore had
full write power.

H3 (High): add requireRole('agent') to the flows write handlers —
PUT/DELETE (flows/[id]), activate (flows/[id]/activate), and create
(flows POST). GET/list stay open to viewers.

M2 (Medium): same gate on automations POST, the engine trigger
(automations/engine, which sends outbound WhatsApp), and the [id]
mutation handlers (PATCH/DELETE/duplicate). The cron route is unchanged —
it is gated by the x-cron-secret shared secret, not user auth.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-08 09:35:20 +03:00
Ivan Mercedes
7cb019081b feat(i18n): translate settings page titles 2026-07-07 19:57:36 -04:00
Ivan Mercedes
caf0f3660e feat(i18n): complete internationalization of flow builder components 2026-07-07 19:43:26 -04:00
Ivan Mercedes
d518d54520 i18n: Localize AutomationBuilder component and fix typing 2026-07-07 17:51:09 -04:00
Ivan Mercedes
92e5789837 feat(i18n): localize Broadcasts module and wizard
- Add 'Broadcasts' namespace to en.json for all messaging flows
- Localize broadcast list and detail views (stats, recipient tables, funnel)
- Localize 4-step Broadcast creation wizard (Choose Template, Select Audience, Personalize, Schedule)
- Refactor status configuration to use translation keys instead of hardcoded labels
- Pass full typechecking across all wizard components
2026-07-07 17:29:45 -04:00
Ivan Mercedes
8b1d75456f feat(i18n): localize pipelines module and components
- Added Pipelines namespace to messages/en.json encompassing page, board, card, form, settings, and analytics.
- Migrated PipelinesPage empty states, dropdowns, and pipeline creation dialogues.
- Localized pipeline-board and deal-card UI strings and badges (Won/Lost).
- Translated deal-form inputs, dynamic tooltips, select options, and error toasts.
- Localized pipeline-settings including the sortable stage management rows and delete confirmations.
- Migrated pipeline-analytics metrics and detailed statistical tooltips.
- Resolved typecheck dependencies to ensure the t function is correctly passed to nested sortable components.
2026-07-07 17:14:48 -04:00
Ivan Mercedes
dcfd66792b feat: internationalize contact 2026-07-07 17:02:02 -04:00
Ivan Mercedes
57a914d547 feat(i18n): translate inbox module and components
- Add Inbox namespace to en.json dictionary
- Localize InboxPage and WhatsApp connection banners
- Translate ConversationList, search placeholders, and filters
- Localize MessageThread, session timers, and agent assignment dropdowns
- Translate MessageComposer, attachment menus, and AI draft hints
- Update MessageBubble, MessageActions, ReplyQuote, and TemplatePicker
- Verify strict typing for next-intl hooks across all inbox files
2026-07-07 15:09:24 -04:00
Ivan Mercedes
afa136245b feat(i18n): translate dashboard overview components
- Added `Dashboard` namespace to English dictionary.

- Translated metric cards, quick actions, and activity feed.

- Localized charts (conversations, pipeline donut, response time) and empty states.
2026-07-07 14:31:01 -04:00
Arnas Donauskas
79565c1fbe
Merge pull request #328 from ivanmercedes/feat/i18n-support
feat: integrate next-intl for i18n support
2026-07-07 12:57:04 +03:00
Arnas Donauskas
10d31bcfc8 feat: AI Agents sidebar section (setup + playground)
Promotes the AI assistant out of Settings into a first-class "AI Agents"
sidebar area.

- Sidebar: new "AI Agents" item → /agents.
- /agents page with two tabs:
  - Playground — a test chat (POST /api/ai/playground) that runs the
    real auto-reply path (KB retrieval + provider, auto_reply prompt,
    multi-turn, shows handoff). loadAiConfig gains requireActive so you
    can test before enabling.
  - Setup — the existing provider/key + knowledge-base config, relocated.
- Removed the AI section from Settings (settings-sections + page); same
  account config, new home. No migration.

Tests +6 (query, loadAiConfig requireActive). 593 pass; typecheck, lint,
build green.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-02 18:20:18 +03:00
Arnas Donauskas
5dbc786fdc
Merge pull request #333 from ArnasDon/feat/ai-knowledge-base
feat: AI knowledge base (RAG grounding) — retarget to main
2026-07-02 17:50:18 +03:00
Arnas Donauskas
020dc2ae11 fix(ai-kb): address code-review findings
- Security: REVOKE ALL FROM PUBLIC + GRANT EXECUTE (authenticated,
  service_role) on the match RPCs so anon can't read a KB by supplying
  an account_id (mirrors migrations 018/025).
- Ingest: store chunks even when embedding fails (insert first, rethrow
  after) so a doc stays lexically searchable; the "lexical still works"
  warning is now truthful.
- Retrieval: short-circuit on an empty KB (cheap COUNT) to avoid a paid
  query embedding + 2 RPCs on every draft/auto-reply.
- Migration: HNSW instead of IVFFlat (robust on small/growing tables);
  language-neutral 'simple' FTS config (was 'english'); semantic RPC
  takes text and casts ::vector(1536) to remove PostgREST bind ambiguity.
- Embeddings key: distinguish corrupt-from-absent (loadEmbeddingsKey
  returns {key,corrupt}); log on decrypt failure; reindex now reports
  failure instead of false success; POST/PATCH warn on keyword-only save.
- embedTexts: fail loud when the provider omits result indices (was
  silently misaligning chunks with vectors).

Tests: +3 (empty-KB guard, embed-failure-still-indexes, missing-index).
587 pass; typecheck/lint/build green.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-02 17:20:38 +03:00
Arnas Donauskas
ce1fa4705d feat: AI knowledge base (RAG grounding)
Grounds the AI assistant (0.5.0) in the account's own content so it can
answer instead of handing off.

- Hybrid retrieval: Postgres full-text search for every account; optional
  semantic search (pgvector + OpenAI text-embedding-3-small) when an
  embeddings key is set. Semantic-primary, topped up with FTS.
- src/lib/ai: chunk, embeddings, knowledge (ingest + retrieve), query;
  buildSystemPrompt gains a knowledge block; config carries an
  (optional) embeddings key.
- Wired into /api/ai/draft and the auto-reply bot (best-effort — never
  blocks a reply).
- KB API (/api/ai/knowledge CRUD + /reindex) and a Settings → AI
  Assistant knowledge-base manager + embeddings-key field.
- Migration 030: pgvector, ai_knowledge_documents, ai_knowledge_chunks
  (fts + embedding), match RPCs, ai_configs.embeddings_api_key.

Migration required: supabase/migrations/030_ai_knowledge.sql.
Stacked on feat/ai-reply-assistant (#329).

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-02 17:06:09 +03:00
Ivan Mercedes
50d71b1ed6 feat: add fallback logic for missing locale dictionaries and update NextIntlClientProvider configuration 2026-07-02 08:42:37 -04:00
Arnas Donauskas
1f24b1ff48
Merge pull request #329 from ArnasDon/feat/ai-reply-assistant
feat: AI reply assistant (bring-your-own-key)
2026-07-02 12:58:39 +03:00
Arnas Donauskas
2748028c1d feat: AI reply assistant (bring-your-own-key)
Adds an AI reply assistant powered by the account's own OpenAI or
Anthropic key (stored AES-256-GCM-encrypted; no per-seat AI fee).

- AI-drafted replies in the inbox composer (✨ button, agent+), via
  read-only POST /api/ai/draft.
- Optional auto-reply bot on inbound messages that no Flow consumed and
  no agent owns, with a per-conversation cap and clean [[HANDOFF]] to a
  human. Stands down when a message-level automation would also reply.
- Settings → AI Assistant (admin+): provider/model, key, business
  context, toggles, and a Test-key button that verifies before saving.
- Provider layer (src/lib/ai) with OpenAI + Anthropic adapters behind
  one interface; migration 029 (ai_configs + per-conversation columns +
  atomic claim_ai_reply_slot RPC).

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-02 12:56:04 +03:00
Ivan Mercedes
8327c0906d feat(i18n): setup next-intl and migrate login page
This introduces the base i18n setup using next-intl without routing. It adds the default messages/en.json and sets up the app layout and next.config.ts to consume the locale from the environment. The login page has been migrated as a first example.
2026-07-01 17:46:00 -04:00
Chris Eldon
c5f2544ff9 fix: gated button add your first contact
(cherry picked from commit 90fd9bc4cc5b8270c44a8c8d1cbc864f38eb6e97)
2026-07-01 23:33:04 +07:00
Arnas Donauskas
c0f390c401 feat(api): outbound event webhooks — /api/v1/webhooks (#245)
Completes the public API roadmap (#245): register HTTPS endpoints to be
POSTed to when things happen in an account, so automations can react to
inbound activity instead of polling.

- Migration 028: account-scoped webhook_endpoints (secret stored
  AES-GCM-encrypted) + an atomic record_webhook_failure() function.
- Scope webhooks:manage; management API GET/POST /api/v1/webhooks and
  GET/PATCH/DELETE /api/v1/webhooks/{id} (secret returned once).
- Events message.received / conversation.created / message.status_updated
  dispatched from the inbound webhook handler's after() block.
- Signed delivery (X-Wacrm-Signature = HMAC-SHA256 over t.body), single
  best-effort attempt, auto-disable after consecutive failures.
- Versioned 0.4.0; docs/public-api.md Webhooks section; CHANGELOG.

Fixes from the adversarial code review of this diff:
- SSRF: block private/loopback/link-local (incl. cloud metadata) targets
  at delivery time + redirect:'manual' so a public URL can't bounce
  internal (src/lib/webhooks/ssrf.ts).
- Status mirror UPDATE no longer uses .select().maybeSingle() (message_id
  is non-unique); account resolved via a bounded limit(1) read.
- Atomic failure counter via SQL RPC (was a racy read-modify-write).
- conversation.created emitted before the reaction short-circuit.
- Per-delivery id added for receiver dedupe; docs state at-least-once /
  unordered delivery.
- Signature verify tolerates hex case / header whitespace.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-01 14:53:18 +03:00
Arnas Donauskas
8cb5792823 feat(api): public REST API v1 — messages, contacts, conversations, broadcasts (#245)
Complete the public API roadmap on top of the existing key-auth layer
(#290). Re-lands POST /api/v1/messages (lost when the stacked #291 never
reached main) by extracting the dashboard send route's core into
`sendMessageToConversation`, then adds:

- Contacts: GET/POST /api/v1/contacts, GET/PATCH /api/v1/contacts/{id}
- Conversations: GET list + /{id} + /{id}/messages
- Broadcasts: POST /api/v1/broadcasts + GET /{id} (persist rows, fan out
  in after(), poll for status)

All list endpoints share one keyset-pagination contract
({ data, meta: { next_cursor } }). No migration required — scopes and
tables already exist. Versioned as 0.3.0 (folded into [Unreleased]);
docs/public-api.md updated; outbound webhooks left as the sole roadmap
item. API stays v1 (additive).

Includes fixes from an adversarial code review: cursor validation
against filter injection, broadcast counts deferred to the DB aggregate
trigger, terminal broadcast status reflects failures, duplicate-phone
de-dup, up-front send-param validation (no orphan conversations),
PATCH null-clear semantics, error-checked tag sync, bounded tag filter,
unified audit-user attribution, and a maxDuration on the broadcast
fan-out.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-01 14:10:19 +03:00
Arnas Donauskas
41815acc88
Merge pull request #324 from ArnasDon/feat/inbox-tag-company-filter
feat(inbox): filter conversations by contact tags and company
2026-07-01 13:06:14 +03:00
Arnas Donauskas
f8aaac131b feat(inbox): filter conversations by contact tags and company
Adds contact-based filters to the Inbox conversation list (issue #272):

- Multi-select tag filter with OR logic (a conversation matches if its
  contact has any selected tag), consistent with Broadcast audiences.
- Company filter (exact match) over companies present in the inbox.
- Filters stack with the existing status filter and search; active
  selections show as removable chips with a clear-all control.

Tags are hydrated via a shared CONVERSATION_SELECT embed and normalized
onto contact.tags, so the realtime hydrate path keeps new conversations
matching an active filter. Filtering logic lives in a pure, unit-tested
matchesContactFilters helper.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-01 13:03:53 +03:00
AlexTPaul
cd863cf9ee feat(notifications): implement account-based notification retrieval and update logic 2026-06-30 11:16:20 +05:30
Alex Titus Paul
cf842fcee2
Merge branch 'ArnasDon:main' into main 2026-06-30 10:44:07 +05:30
Arnas Donauskas
19e35accb6
feat(contacts): send an approved template to a single contact (#296)
Adds a "Send template" action to the contact detail view so the
business can initiate (or re-open) a WhatsApp conversation with one
known contact by sending an approved template — without the awkward
single-recipient broadcast workaround.

The /api/whatsapp/send route now accepts `contact_id` as an
alternative to `conversation_id`: it verifies the contact is in the
caller's account, find-or-creates the contact's conversation
server-side, then runs the existing send path (phone-variant retry,
template send-builder, message + conversation persistence, flow
pause). The contact view reuses the existing inbox TemplatePicker for
template selection + variable/header/button input, keeping Meta
compliance unchanged (approved templates only).

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-29 17:11:02 +03:00
Arnas Donauskas
11d1c622d0
fix(webhook): run inbound processing in after() so it survives serverless freeze
The POST handler ack'd Meta with 200 and then ran processWebhook() as a
detached promise. On Vercel the function can be frozen/terminated the moment
the response is sent, so those DB writes were not guaranteed to complete.

This dropped a non-deterministic subset of inbound messages: the contact and
conversation rows (written first) landed, but the message insert (written
after) often did not — leaving conversations that appear in the inbox with an
empty thread, with no durable logs to explain it (issue #301).

Move the work into next/server `after()`, which keeps the function alive until
the callback resolves (within the route's maxDuration) while still ack'ing Meta
fast enough to avoid retry-driven duplicate inserts. Add maxDuration=60 for
headroom since processing can fan out to per-media Meta verification calls.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-26 17:34:44 +03:00
Arnas Donauskas
33942dc8ac
fix(broadcasts): collect header media URL for image/video templates (#298)
Templates with an IMAGE/VIDEO/DOCUMENT header could not be broadcast:
the wizard never offered a place to provide the header media URL, so
the send either shipped the template's stale stored URL or — when none
was stored — threw "image header requires a media link or id at send
time", failing the whole broadcast. The send path already supported
`messageParams.headerMediaUrl`; only the UI/hook never collected it.

- step3-personalize: show a required "Header media" URL field (with
  http(s) validation and an image preview) when the selected template
  has a media header; seed it from the template's stored sample URL and
  block Next until a valid URL is provided.
- new-broadcast page: thread headerMediaUrl through wizard state.
- use-broadcast-sending: pass it as messageParams.headerMediaUrl to the
  broadcast API for media-header templates.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-25 17:17:18 +03:00
Arnas Donauskas
456321a2f2
feat(api): public API groundwork — scoped API keys + /api/v1/me
Adds the machine-to-machine auth layer the public REST API needs so
external scripts and automations can drive wacrm (issue #245). This is
the groundwork release; data endpoints land one at a time on top of it.

- Migration 026: account-scoped `api_keys` table. SHA-256 hash at rest
  (plaintext shown once), display `key_prefix`, `scopes[]`, RLS via
  `is_account_member` (members read, admin+ manage).
- `src/lib/api-keys/`: key gen/hash (wacrm_live_ prefix, timing-safe),
  scope vocabulary, service-role auth-path store.
- `requireApiKey(request, scope?)` (src/lib/auth/api-context.ts):
  bearer parse -> hash lookup -> liveness -> per-key rate limit ->
  scopes-only authz. Returns a service-role-scoped account context.
- `/api/v1` envelope ({data} / {error:{code,message}}) + GET /api/v1/me
  reference endpoint that exercises the whole stack.
- Dashboard: admin+ key management routes + Settings -> API keys tab.
- Docs (docs/public-api.md), CHANGELOG, README, .env note.

Checks: typecheck clean, lint 0 errors, full suite green (+27 tests).

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-23 15:35:43 +03:00
Arnas Donauskas
b066182b03
feat(contacts): filter contacts by tags on the Contacts page
Adds a "Filter by tags" popover (OR across selected tags) next to the
search box, with active-tag chips and clear-all. Resolves #270.

Filtering is resolved server-side via the filter_contacts_by_tags RPC so
pagination and the total count stay accurate even when a tag covers many
contacts (avoids PostgREST's row/IN-clause caps). A fetch-sequence guard
prevents out-of-order responses from rendering stale rows, and stale tag
selections are pruned when the tag list refreshes.

Note: requires migration 025_filter_contacts_by_tags.sql to be applied.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-22 15:38:05 +03:00
Arnas Donauskas
054c9e4e47
feat(team): member presence (online / away / offline) on the roster
Adds a live presence layer so the Settings → Team members roster and the
inbox Assign dropdown show who is actively using the dashboard, idle, or
gone. Implements #269.

How it works
- New `member_presence` table + `touch_presence` SECURITY DEFINER RPC
  (migration 024). Account-scoped SELECT RLS mirrors the read-only
  roster; the RPC derives account_id server-side, never client-supplied.
- The active client heartbeats 'online'/'away' every ~30s; 'offline' is
  derived by viewers from staleness, so a closed tab resolves to offline
  without an unreliable unload write.
- Pure, unit-tested derivation/formatting in src/lib/presence.ts.
- `usePresence` reads the table, subscribes to Realtime (subscribe-then-
  merge so events landing mid-fetch aren't clobbered), and re-derives
  offline on a 15s tick.
- Roster: avatar badge + tooltip + "N online · N away · N offline"
  summary, with an aria-label so AT/keyboard users get presence too.
  Inbox Assign dropdown: matching dot before each teammate.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-22 14:37:29 +03:00
AlexTPaul
ab6a511d31 feat: Notifications 2026-06-22 13:12:28 +05:30
Arnas Donauskas
9b32954d1a
feat(inbox): collapsible contact sidebar on desktop
Add a desktop-only toggle in the message-thread header to show/hide the
contact sidebar (tags, deals, notes). On smaller laptops the always-on
panel crowds the message thread; agents who only want to read and reply
can now reclaim that horizontal space.

The page owns the open/closed state and conditionally renders the
sidebar; the thread renders the toggle button and reflects the state.
The choice is persisted to localStorage (device-scoped, like the theme
prefs) so it survives reloads. To avoid a hydration mismatch we default
to open on the server and reconcile from storage in an effect after
mount. Mobile is unchanged — the sidebar is never a permanent panel
there and the toggle is hidden below lg.

Closes #258

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-19 14:06:02 +03:00
Arnas Donauskas
1de99be73a
fix(settings): full-bleed layout so the page fills wide screens
The Settings page was the only dashboard route capped at
max-w-[1040px] mx-auto, so it floated centered with large empty
gutters on wide monitors while every other page is full-bleed.

Remove the cap so the page fills the available width like the rest of
the app, and spend the space where it helps readability:
- Overview status tiles go 3-up on xl (from 2-up).
- Templates list goes 2-up on xl.
- Form-heavy panels (Profile, Login & security, Deals) keep a readable
  max-w-2xl; Fields & tags and Appearance use max-w-3xl — so inputs
  don't stretch edge-to-edge on large displays.
- Grid uses minmax(0,1fr) to avoid blowout from long content.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-18 15:30:41 +03:00
Arnas Donauskas
a45cbe6822
feat(settings): redesign Settings into a grouped rail + Overview landing
Replace the flat 8-tab Settings page with a cleaner information
architecture: a grouped left rail (Account / Workspace) plus a new
Overview landing with live status tiles. Related concerns are merged —
"Login & security" (password + sessions) and "Fields & tags" (tags +
custom fields).

- New shell: settings-sections (section model + legacy ?tab= mapping,
  tags/custom-fields -> fields), settings-rail, settings-overview
  (live counts + identity), security-panel, fields-and-tags-panel,
  settings-panel-head, settings-chip, role-meta (shared role chip
  metadata, de-duped from members-tab).
- Restyle the light panels to the mockup; reframe the heavy panels
  (WhatsApp, Templates) with the shared panel header, internals intact.
- Tokens: add --card-2 (light+dark) and @theme mappings for
  primary-hover/soft/soft-2 so the redesign stays fully tokenized.
- ?tab= remains the URL source of truth, keeping existing sidebar/header
  deep-links working.

Overview decouples the slow WhatsApp Meta health-ping from the cheap
count queries so a flaky ping never blanks the whole landing; template
counts use head-only count queries.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-18 15:08:33 +03:00