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Self-hostable CRM template for WhatsApp — shared inbox, contacts, sales pipelines, broadcasts, and no-code automations. Fork it, brand it, host it.
0ed07ee6c9
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>
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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.
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:
- Getting started
- Supabase setup
- WhatsApp setup
- Environment variables
- Deploy on Hostinger
- Architecture
- Troubleshooting
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.