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 2e911d5e5a
fix(multi-user): share whatsapp_config + templates by account
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>
2026-06-01 14:01:46 +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 fix(multi-user): share whatsapp_config + templates by account 2026-06-01 14:01:46 +03:00
supabase/migrations perf(db,webhook): backend follow-ups from the multi-user review 2026-05-31 19:18:58 +03:00
.editorconfig chore: contributor experience — CoC, templates, Dependabot, editor configs 2026-04-20 21:16:21 +03:00
.env.local.example fix(invite): derive invite-URL origin from the request, not wacrm.tech 2026-06-01 09:16:14 +03:00
.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 perf(db,webhook): backend follow-ups from the multi-user review 2026-05-31 19:18:58 +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 Revert "feat(i18n): re-attempt next-intl with hardened artifact tracing" 2026-05-31 21:05:34 +03:00
package-lock.json Revert "feat(i18n): re-attempt next-intl with hardened artifact tracing" 2026-05-31 21:05:34 +03:00
package.json Revert "feat(i18n): re-attempt next-intl with hardened artifact tracing" 2026-05-31 21:05:34 +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.