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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.
7554ce7cd8
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>
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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.