Self-hostable CRM template for WhatsApp — shared inbox, contacts, sales pipelines, broadcasts, and no-code automations. Fork it, brand it, host it.
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Arnas Donauskas 0a1cf97d6b
feat(api): account + members management endpoints
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>
2026-05-31 15:00:27 +03:00
.github test: foundational Vitest suite for security + critical pure logic 2026-05-18 16:06:02 +03:00
public feat(inbox): WhatsApp-style doodle background in the chat area 2026-05-22 10:06:34 +03:00
src feat(api): account + members management endpoints 2026-05-31 15:00:27 +03:00
supabase/migrations feat(api): account + members management endpoints 2026-05-31 15:00:27 +03:00
.editorconfig chore: contributor experience — CoC, templates, Dependabot, editor configs 2026-04-20 21:16:21 +03:00
.env.local.example feat(templates): submit-to-Meta endpoint + component-based form builder 2026-05-29 15:34:58 +02:00
.gitignore fix(webhook): require META_APP_SECRET, fail closed 2026-04-20 18:54:52 +03:00
.prettierignore chore: contributor experience — CoC, templates, Dependabot, editor configs 2026-04-20 21:16:21 +03:00
.prettierrc chore: contributor experience — CoC, templates, Dependabot, editor configs 2026-04-20 21:16:21 +03:00
AGENTS.md Initial commit from Create Next App 2026-04-16 17:52:39 +03:00
CHANGELOG.md feat(api): account + members management endpoints 2026-05-31 15:00:27 +03:00
CLAUDE.md Initial commit from Create Next App 2026-04-16 17:52:39 +03:00
components.json feat: initial commit 2026-04-16 17:53:27 +03:00
CONTRIBUTING.md chore: rename product to "CRM Template for WhatsApp" 2026-05-06 11:52:11 +03:00
eslint.config.mjs Initial commit from Create Next App 2026-04-16 17:52:39 +03:00
LICENSE chore: OSS metadata + LICENSE + SECURITY + complete env example 2026-04-20 20:41:14 +03:00
next.config.ts security: baseline response headers (CSP report-only + OWASP set) 2026-04-20 19:24:41 +03:00
package-lock.json feat(dashboard): adopt Tremor for charts — first integration 2026-05-31 14:42:10 +03:00
package.json feat(dashboard): adopt Tremor for charts — first integration 2026-05-31 14:42:10 +03:00
postcss.config.mjs Initial commit from Create Next App 2026-04-16 17:52:39 +03:00
README.md docs: add Deploy on Hostinger button to README 2026-05-19 17:04:25 +03:00
tsconfig.json Initial commit from Create Next App 2026-04-16 17:52:39 +03:00
vitest.config.ts test: foundational Vitest suite for security + critical pure logic 2026-05-18 16:06:02 +03:00

wacrm — CRM Template for WhatsApp

Self-hostable CRM template for WhatsApp® — shared inbox, contacts, sales pipelines, broadcasts, and no-code automations. Fork it, brand it, host it.

Deploy on Hostinger

License: MIT CI Next.js 16 Supabase Stars

The marketing site and self-host docs live in a separate repo: ArnasDon/wacrm-site (wacrm.tech). This repo is the product — clone or fork it to run your own CRM.

What you get out of the box

  • Shared inbox on the official WhatsApp Business API — multiple agents working one number, per-conversation assignment, status, and notes.
  • Contacts + tags + custom fields, CSV import, deduplication.
  • Sales pipelines (Kanban) with deals linked to conversations.
  • Broadcasts with Meta-approved templates, delivery + read tracking, per-recipient variable substitution.
  • No-code automations — triggers on inbound messages, new contacts, keywords, or schedule; conditional branches, waits, tags, webhooks. Visual builder.
  • Real-time dashboard — response times, daily volume, pipeline value, cross-module activity feed.
  • Account management — email, password, avatar, global sign-out.

Why fork this?

This is a template, not a product. Forking means you get:

  • Full ownership — your code, your Supabase project, your domain, your data. No SaaS lock-in, no seat pricing, no trust dance.
  • Full customisation — add the fields your team needs, remove the modules you don't, redesign anything. The stack is boring on purpose (Next.js + Supabase + Tailwind) so the learning curve is short.
  • Zero ops to start — Hostinger Managed Node.js deploys a fork in a few clicks. No Docker, no Kubernetes, no infra team needed.
  • Real security primitives — token encryption (AES-256-GCM), RLS on every table, HMAC-verified webhooks, CSP, rate limiting, CI typecheck/build on every PR.

Not a framework. Not an SDK. A concrete, working CRM you can stand up in an afternoon and make yours.

Quick start

# Fork on GitHub first: https://github.com/ArnasDon/wacrm → Fork
git clone https://github.com/<your-username>/wacrm.git
cd wacrm
npm install
cp .env.local.example .env.local   # fill in Supabase + Meta creds
npm run dev

Open http://localhost:3000. You'll be redirected to /login (or /dashboard if already signed in).

Documentation

Full self-host documentation — Supabase migrations, WhatsApp Business API config, and production deploy — lives at wacrm.tech/docs (source: ArnasDon/wacrm-site).

Key pages:

Stack

  • App — Next.js 16 (App Router), React 19, TypeScript, Tailwind v4.
  • Data — Supabase (Postgres + Auth + Storage + RLS).
  • WhatsApp — Meta Cloud API (official WhatsApp Business API).

Contributing

This is a template, not a collaborative product — the expected flow is fork → customise → deploy, not upstream contribution. Bug reports and security issues are welcome; feature PRs often belong in your fork rather than here. Details in CONTRIBUTING.md and .github/SECURITY.md.

License

MIT. Fork it, brand it, host it.