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wacrm/CHANGELOG.md
Arnas Donauskas 3dce1b56cd
feat(contacts): prevent duplicate phone numbers on create/import (#212) 
The same phone could become multiple contacts: only the WhatsApp
webhook de-duped, while manual create and CSV import inserted raw
un-normalized phones, and the DB had no uniqueness. That fragmented
conversations, deals, and tags across duplicates.

- Migration 022: generated `contacts.phone_normalized` (digits-only),
  a one-shot `merge_duplicate_contacts()` that collapses existing
  dupes into the oldest row (re-pointing conversations, deals, notes,
  tags, custom values, broadcast recipients — no data loss), then a
  UNIQUE (account_id, phone_normalized) index as the authoritative
  guarantee for every write path.
- Shared `src/lib/contacts/dedupe.ts`: findExistingContact (suffix
  prefilter + phonesMatch), isExactMatch, isUniqueViolation,
  dedupeByPhone. The webhook now reuses findExistingContact (and
  recovers from a unique-violation race instead of dropping the
  message).
- Contact form: on-blur duplicate check — hard-block + "view existing"
  link on an exact match, soft warning on a trunk-variant near-match;
  unique-violation backstop on submit.
- CSV import: de-dupes within the file and against existing contacts,
  reports "imported / skipped / failed", treats 23505 as skipped.
- Contact type gains account_id (was missing) + phone_normalized.
- Unit tests for the dedupe helpers.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-08 15:52:38 +03:00

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# Changelog
User-visible changes in `wacrm`. Self-hosters: when pulling an update,
check this file for any **migration required** notes and apply the
matching SQL files from `supabase/migrations/` against your Supabase
project before restarting the app.
Versions follow [Keep a Changelog](https://keepachangelog.com/en/1.1.0/).
Pre-1.0, `MINOR` bumps cover new modules; `PATCH` bumps cover bug fixes
and polish.
## [Unreleased]
Multi-user accounts ship. Every wacrm install is multi-tenant on the
database side: a single user's signup creates a fresh "account", and
every row is scoped to that account rather than to the user directly.
This release also opens the user-visible **Members** surface — invite
teammates by link, manage their roles, transfer ownership — to all
users. The `'account_sharing'` beta gate that hid it during
development is removed (mirrors the Flows soft-GA in 0.2.0). Existing
self-hosted instances keep working: every existing user is backfilled
as the sole owner of their own account and sees identical data, and a
solo owner who never invites anyone sees the same single-user app they
always did.
### Changed
- **Tenancy moves from per-user to per-account.** RLS on every
domain table (contacts, conversations, messages, broadcasts,
automations, flows, pipelines, templates, tags, …) now checks
account membership via a new SECURITY DEFINER helper
`is_account_member(account_id, min_role)` instead of
`auth.uid() = user_id`. The `user_id` columns stay on every row
for assignment / audit but no longer enforce isolation.
- **WhatsApp config is one-per-account, not one-per-user.** The
`whatsapp_config.UNIQUE(user_id)` constraint is replaced by
`UNIQUE(account_id)`.
- **`flow_runs` idempotency key swaps to `(account_id, contact_id)`**
so two accounts sharing a contact phone number can each run their
own flows independently.
- **The signup trigger (`handle_new_user`) now also creates a
personal account** and links the new profile to it as `owner`.
### Changed
- **Flow-media storage is now account-scoped.** Migration 016
pathed uploaded files under `auth.uid()/...`, which orphaned
flow media when a teammate left a shared account. New uploads
go under `account-<account_id>/...` and any account member
with the right role can edit them. Legacy paths remain
writable by the original uploader for backward compatibility.
- **Webhook contact lookup now pre-filters in SQL.** Previously
pulled every contact in an account just to JS-filter to one
row by phone — fine when account = one user, painful when
account = team. Pre-filter by phone suffix on the database
side; re-apply `phonesMatch` on the (typically 0-2 row)
candidate set.
### Migration required
- `supabase/migrations/020_account_sharing_followups.sql` —
composite partial indexes on `automations(account_id,
trigger_type) WHERE is_active` and `flows(account_id) WHERE
status='active'` for the engine dispatch hot path; updated
`flow-media` storage RLS to allow account-member writes under
the new path convention. Idempotent.
- **Role-aware UI gating across the app.** The inbox composer's
send button + textarea, the "New broadcast / automation / flow"
buttons, the "Add pipeline / deal" buttons, and the "Add /
Import contact" buttons are now disabled-with-tooltip for
viewers (and for agents on settings-class actions). Choice:
show-but-disable rather than hide, so the UI never feels
silently broken to a teammate looking at a feature they don't
yet have permission for.
- **Sidebar surfaces the active account** above the user info
whenever the account name differs from your own — i.e. once
you've renamed the account or joined a shared one. A default
solo account is named after you, so the strip stays hidden to
avoid duplicating your name in the footer.
- **Members is open to all users.** The `account_sharing` beta
flag that hid the Settings → Members tab and the sidebar
account strip during development is gone; the multi-user
surface is now part of the standard app. (Same soft-GA move as
Flows in 0.2.0.)
### Fixed
- **Inbound WhatsApp messages now land in the shared inbox.** The
webhook + automations + flows engines used to route inbound
events by `user_id`, which after the 017 migration only matched
the WhatsApp config owner's automations / flows — teammates'
rules never fired. PR 8 of the multi-user series flips every
lookup to `account_id` so any member of the account sees the
inbound message and any teammate's automation or flow can react
to it. Also fixes incipient NOT NULL violations on
`automation_logs`, `automation_pending_executions`, `flow_runs`,
and `deals` — those tables gained `account_id NOT NULL` in 017
but the engines hadn't yet been updated to populate it.
### Added
- **Duplicate phone numbers are now prevented across contacts.** A
phone number can no longer become more than one contact in the same
account. Adding a contact whose number already exists is blocked
with a link to the existing record (and a softer warning for
near-matches that share their last 8 digits); CSV import de-dupes
within the file and against existing contacts, reporting
"X imported, Y duplicates skipped". The rule is enforced by a
database unique index on the normalized number, so the WhatsApp
webhook, the form, import, and any future path all agree. Existing
duplicates are merged into the oldest contact on upgrade (their
conversations, deals, notes, and tags are re-pointed, nothing is
lost). Closes #212.
- **Configurable default deal currency.** Each account can now pick
its default currency under **Settings → Deals** (admin+); the app
previously hardcoded USD throughout. New deals default to it, and
pipeline-stage totals, the dashboard "Open Deals Value" card, the
pipeline-value donut, and automation-created deals all use it.
Existing deals keep the currency they were saved with — totals are
shown in the account default with no exchange-rate conversion (one
currency per account). Full guide:
[Default currency](https://wacrm.tech/docs/settings#deals).
- **Members tab in Settings.** The user-facing surface for the
multi-user APIs below, available to everyone (no beta flag). From
Settings → **Members** an admin or owner can: see who's on the
account with their role and join date, invite teammates by
generating a one-time share link (pick the role + optional
expiry), revoke pending invites, change a member's role, remove a
member, and — as owner — transfer ownership. Recipients accept via
a public `/join/[token]` page. Full guide:
[Members docs](https://wacrm.tech/docs/members).
- **Account & member management API** — server-side endpoints
backing the Members tab. All routes are role-gated and
return Supabase-RLS-scoped data.
- `GET /api/account` — caller's account + role. Any member.
- `PATCH /api/account` — rename the account. Admin+.
- `GET /api/account/members` — list members. Email visible to
admin+ only; agents/viewers see name + avatar + role +
joined date.
- `PATCH /api/account/members/[userId]` — change a member's
role. Admin+. Owner promotion/demotion goes through the
transfer endpoint instead.
- `DELETE /api/account/members/[userId]` — remove a member.
Admin+. The removed user keeps their login and is moved to a
freshly-created personal account (mirror of the signup flow).
- `POST /api/account/transfer-ownership` — owner only. Atomic
swap with the named member.
- **Invitation API + redeem flow** — the no-email, link-only
invite path that powers the Members tab's "Invite member" button
and the `/join/[token]` accept page.
- `GET /api/account/invitations` — list outstanding (admin+).
- `POST /api/account/invitations` — create an invite, returns
the plaintext token + share URL **exactly once** (we store
only the SHA-256 hash on the row). Body
`{ role, expiresInDays?, label? }`. Admin+.
- `DELETE /api/account/invitations/[id]` — revoke (admin+).
- `GET /api/invitations/[token]/peek` — public, per-IP
rate-limited. Returns `{ ok, account_name, role, expires_at }`
or `{ ok: false, reason }` so the join page can render
"You're being invited to <Account> as <Role>".
- `POST /api/invitations/[token]/redeem` — authenticated.
Atomically moves the caller's profile to the inviter's
account and cleans up the orphan personal account. Refuses
with 409 if the caller's current account already contains
domain data (no silent data loss).
### Migration required
Apply against your Supabase project before deploying this version:
- `supabase/migrations/017_account_sharing.sql` — introduces the
`accounts` and `account_invitations` tables plus an
`account_role_enum` type; adds `account_id` to every
user-scoped table and backfills it; rewrites every RLS policy;
replaces the new-user trigger. Idempotent. **No data loss** —
every existing user is mapped to a freshly-created account
with role `owner` and every existing row of theirs is linked
to that account.
- `supabase/migrations/018_account_member_rpcs.sql` — adds three
`SECURITY DEFINER` RPCs (`set_member_role`,
`remove_account_member`, `transfer_account_ownership`) that
back the member-management API. They self-check the caller's
role and raise SQLSTATE `42501` / `22023` on forbidden / bad
input so the API layer can map cleanly to 403 / 400.
Idempotent.
- `supabase/migrations/019_invitation_rpcs.sql` — adds two
`SECURITY DEFINER` RPCs: `peek_invitation` (anonymous read by
token hash, returns a fixed-shape JSON envelope) and
`redeem_invitation` (authenticated atomic move + orphan
cleanup, with a domain-data safety check). Both bypass the
RLS that would otherwise block their reads/writes. Idempotent.
- `supabase/migrations/021_account_default_currency.sql` — adds
`accounts.default_currency` (`TEXT NOT NULL DEFAULT 'USD'`, with a
3-letter-code `CHECK`) backing the configurable default currency.
Idempotent; existing accounts backfill to `USD`. **Apply before
deploying** — the app now reads this column when loading the
account, so an un-migrated database breaks account loading.
- `supabase/migrations/022_contact_phone_dedup.sql` — adds the
generated `contacts.phone_normalized` column, **merges existing
duplicate contacts into the oldest** (re-pointing conversations,
deals, notes, tags, custom values, and broadcast recipients — no
data loss), then adds a `UNIQUE (account_id, phone_normalized)`
index. Idempotent. **Apply before deploying** — CSV import reads
`phone_normalized`, and the index is what enforces de-duplication
for every write path. The one-shot merge runs inside the migration.
## [0.2.2] — 2026-05-29
Flow nodes can now send media. Closes the most-requested gap from user
feedback after the v0.2.0 Flows launch — flows were text-only and
couldn't deliver an invoice, receipt, product photo, or short demo
video mid-conversation.
### Added
- **`send_media` flow node.** Send an image (PNG / JPEG / WebP), video
(MP4 / 3GP), or document (PDF, Word, Excel, PowerPoint, TXT) to the
customer from any point in a flow. Pick a file in the builder, it
uploads to the new `flow-media` Supabase Storage bucket, and Meta
fetches the public URL at send time. Optional caption (1024 char cap,
supports `{{vars.X}}` interpolation); documents also take an optional
filename shown in the recipient's chat. Auto-advances after send —
same suspend semantics as `send_message`.
([#156](https://github.com/ArnasDon/wacrm/pull/156))
### Migration required
Apply against your Supabase project before deploying this version:
- `supabase/migrations/016_flow_media.sql` — does two things:
1. Adds `'send_media'` to the `flow_nodes.node_type` CHECK
constraint. Without this the `send_media` node fails to save with
a constraint violation.
2. Creates the public `flow-media` Supabase Storage bucket (16 MB
file-size cap, image / video / document MIME allowlist) plus
per-user RLS policies (path prefix = `auth.uid()`). Without this
the builder's file picker fails on upload. Same shape as the
`avatars` bucket from migration 008 — the bucket is **public** so
Meta can fetch the URL without credentials.
The migration is idempotent and safe to re-run.
## [0.2.1] — 2026-05-26
Bug-fix release. Plugs a silent inbound-message drop that triggered
when two users on the same instance saved the same WhatsApp
`phone_number_id`.
### Fixed
- **Inbound WhatsApp messages no longer silently disappear** when two
users have claimed the same `phone_number_id`. Previously the
webhook used `.single()` to look up the owning config, which errors
`PGRST116` for both 0 rows *and* ≥2 rows — the second user's save
put the DB into the ≥2-row state and every inbound message was
dropped while the log misleadingly reported *"No config found for
phone_number_id"*. Three layers of fix: `POST /api/whatsapp/config`
now returns **409** when another user has already claimed the
number, the webhook lookup distinguishes 0 rows from ≥2 rows and
logs the conflicting `user_id`s, and a new DB constraint
(`UNIQUE(phone_number_id)`) prevents the bad state at the storage
layer. Reported in
[#136](https://github.com/ArnasDon/wacrm/issues/136), fixed in
[#143](https://github.com/ArnasDon/wacrm/pull/143).
### Migration required
Apply against your Supabase project before deploying this version:
- `supabase/migrations/013_whatsapp_config_phone_number_id_unique.sql`
— adds `UNIQUE(phone_number_id)` to `whatsapp_config`. **Fails
loudly with a copy-pasteable resolution hint** if duplicate rows
already exist; auto-deduping would destroy encrypted tokens, so
the operator picks which row keeps the number. To check first:
```sql
SELECT phone_number_id, array_agg(user_id) AS owners, count(*) AS n
FROM whatsapp_config
GROUP BY phone_number_id
HAVING count(*) > 1;
```
If that returns rows, `DELETE` the duplicate row(s) you want to
drop, then re-run the migration.
### Note on multi-user setups
wacrm is intentionally **single-tenant per WhatsApp number**. RLS on
`conversations`/`messages` is `auth.uid() = user_id`, so a second
user physically cannot read messages routed to a different owner —
two users sharing one number was never supported. If you need
multiple humans handling the same inbox, run them under one shared
account.
## [0.2.0] — 2026-05-22
The **Flows** release. Adds a no-code, branching, button-driven WhatsApp
conversation engine that runs alongside Automations. Also ships a
5-theme color picker in Settings and opens Flows to all users.
### Added
#### Flows — branching chatbot conversations
- **Module + schema.** New `flows`, `flow_nodes`, `flow_runs`,
`flow_run_events` tables with partial unique indexes that enforce
one active run per contact. Widened `messages.content_type` CHECK
to accept `'interactive'`; added `interactive_reply_id` column so
the inbox can render button/list taps.
([#112](https://github.com/ArnasDon/wacrm/pull/112))
- **Runner engine.** `dispatchInboundToFlows` parses every inbound
webhook, decides whether the message is a reply on an active run
or a fresh trigger, advances the state machine, and reports back
to the webhook so consumed messages don't also fire automations.
Idempotent on Meta's `message_id`.
([#114](https://github.com/ArnasDon/wacrm/pull/114))
- **No-code builder UI** at `/flows`. Linear-list editor with
per-node config forms, live validator, draft/active/archived
status, and a 5-route REST API (`GET/POST /api/flows`,
`GET/PUT/DELETE /api/flows/[id]`, `POST /api/flows/[id]/activate`,
`GET /api/flows/[id]/runs`, `GET /api/flows/templates`).
([#115](https://github.com/ArnasDon/wacrm/pull/115))
- **Templates + v1.5 node types.** Three starter templates
(Welcome menu, FAQ bot, Lead capture) cloneable from the New-flow
dialog. Three new node types: `collect_input` (capture customer
text into a variable), `condition` (branch on var / tag / contact
field), `set_tag` (add or remove a tag). `{{vars.X}}` interpolation
in send_message + collect_input prompts. Per-flow run-history
viewer at `/flows/[id]/runs`.
([#117](https://github.com/ArnasDon/wacrm/pull/117))
- **Stale-run sweep cron** at `GET /api/flows/cron` — marks runs
past their configured timeout (default 24h) as `timed_out` so
abandoned conversations free up the contact for new triggers.
Reuses `AUTOMATION_CRON_SECRET`.
([#114](https://github.com/ArnasDon/wacrm/pull/114))
#### Color themes
- **5 color themes** (Violet default, Emerald, Cobalt, Amber, Rose)
selectable from a new **Appearance** tab in Settings. CSS variables
scoped under `html[data-theme="..."]`, applied at runtime via
`dataset.theme`, persisted to `localStorage`. Inline boot script in
`layout.tsx` replays the choice before first paint so there's no
flash of the default.
([#132](https://github.com/ArnasDon/wacrm/pull/132))
- **Theme tokenization sweep** — every previously hard-coded
`violet-*` Tailwind class replaced with `primary` tokens across
~49 files. Picking a non-violet theme now themes the whole app,
not just the chrome.
([#133](https://github.com/ArnasDon/wacrm/pull/133))
### Changed
#### Flows — soft-GA
- **Flows is now available to every authenticated user.** The
per-account beta gate is gone; the sidebar entry + page header
carry a small "Beta" chip as the only remaining signal.
([#134](https://github.com/ArnasDon/wacrm/pull/134))
- **Editor UX**:
- Internal `node_key` + per-button/row `reply_id` identifiers
hidden behind a per-node "Show advanced" disclosure.
([#118](https://github.com/ArnasDon/wacrm/pull/118))
- `send_list` nodes can have multiple sections.
([#119](https://github.com/ArnasDon/wacrm/pull/119))
- Collapsed node cards show a 1-line content preview per node
type (text excerpt, button titles, condition summary, etc.).
([#120](https://github.com/ArnasDon/wacrm/pull/120))
- Validation issues are clickable: jump to + flash the offending
node.
([#121](https://github.com/ArnasDon/wacrm/pull/121))
- Unsaved-changes "● Edited" indicator + `beforeunload` reload
guard.
([#122](https://github.com/ArnasDon/wacrm/pull/122))
- New-flow dialog actually widens to fit the 3 template cards
(was capped at 384px by a baked-in `sm:max-w-sm` from shadcn).
([#129](https://github.com/ArnasDon/wacrm/pull/129),
[#131](https://github.com/ArnasDon/wacrm/pull/131))
- Validation panel pinned to the viewport bottom so
activate-readiness follows the user as they scroll through nodes.
([#130](https://github.com/ArnasDon/wacrm/pull/130))
#### Engine reliability
- **Atomic `execution_count` increment** via SECURITY DEFINER RPC —
prevents lost counts when two webhooks start runs concurrently.
Mirrors the automations engine pattern.
([#124](https://github.com/ArnasDon/wacrm/pull/124))
- **Preload all flow_nodes once per dispatch** — one SELECT per
inbound instead of one per advance-loop iteration. A 5-node
auto-advance chain now costs 1 round trip, not 5.
([#125](https://github.com/ArnasDon/wacrm/pull/125))
- **Wasted re-read dropped** after reprompt reset; `loadActiveRun`
switched to defensive `.limit(1)` so a migration glitch producing
duplicates can't crash dispatch.
([#126](https://github.com/ArnasDon/wacrm/pull/126))
### Security
- **PII redacted from `reply_received` event payload** — customer
text is no longer persisted to `flow_run_events.payload`; only
the length is. A `collect_input` prompt asking "what's your card
number?" used to leave the PAN sitting in the events table.
([#123](https://github.com/ArnasDon/wacrm/pull/123))
- **Constant-time cron-secret compare** on `/api/flows/cron`
(`crypto.timingSafeEqual`) to close a theoretical
timing-side-channel on the `x-cron-secret` header check.
([#127](https://github.com/ArnasDon/wacrm/pull/127))
### Fixed
- **`/flows` no longer spuriously redirects to `/dashboard`** when
navigating in. Root cause: `useAuth` flipped `loading: false`
before the profile fetch resolved. `use-auth` now exposes a
separate `profileLoading` boolean.
([#128](https://github.com/ArnasDon/wacrm/pull/128))
### Migration required
Apply, in order, against your Supabase project:
1. `supabase/migrations/010_flows.sql` — Flows core tables, indexes,
RLS policies, and the `messages` schema widening.
2. `supabase/migrations/011_profile_beta_features.sql` — adds the
`profiles.beta_features` column. Surviving for future betas;
Flows no longer reads it.
3. `supabase/migrations/012_flows_increment_counter.sql` — atomic
counter RPC. Without this the engine still runs but
`flows.execution_count` is racy.
Each migration is idempotent — safe to re-run if you're not sure
whether you applied a previous one.
### Removed
- **`src/lib/flows/feature-flag.ts`** + its tests. Flows is open to
all users; the `profiles.beta_features` column itself survives
for future beta gates.
([#134](https://github.com/ArnasDon/wacrm/pull/134))
---
## [0.1.1] — 2026-05-19
### Added
- Chat actions in the inbox: emoji reactions, reply-with-quote, and
copy-text on individual messages. Hover on desktop, long-press on
touch. Outbound reactions and replies forward to WhatsApp via the
Cloud API; inbound reactions and swipe-replies from customers
arrive through the webhook and appear in real time.
### Migration required
- Apply `supabase/migrations/009_message_actions.sql` to your
Supabase project. It adds `messages.reply_to_message_id` and the
new `message_reactions` table (with RLS and realtime). The
migration is idempotent — safe to re-run.
### Changed
- The webhook no longer stores inbound customer reactions as fake
text messages. They are written to `message_reactions` instead,
so any custom queries that counted reactions as messages will
need updating.
---
## [0.1.0]
Initial template release. Core CRM: inbox, contacts, pipelines,
broadcasts, automations (with a Wait-step cron drain), WhatsApp
Cloud API integration, Supabase auth + RLS.
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