Commit Graph

6 Commits

Author SHA1 Message Date
gabrieljablonski
540f67aef6 Merge branch 'fazer-ai/main' into chore/merge-upstream 2025-04-25 16:57:00 -03:00
Muhsin Keloth
0a394e16ca
chore: Audit message characters across all channels (#11343)
- Audited message characters across all channels.
- Replaced `isAInstagramChannel` with `isAnInstagramChannel`
2025-04-21 14:46:51 +05:30
Gabriel Jablonski
65430e4633
Merge branch 'fazer-ai/main' into chore/merge-upstream 2025-04-09 19:22:12 -03:00
Muhsin Keloth
d827e66453
feat: Instagram Inbox using Instagram Business Login (#11054)
This PR introduces basic minimum version of **Instagram Business
Login**, making Instagram inbox setup more straightforward by removing
the Facebook Page dependency. This update enhances user experience and
aligns with Meta’s recommended best practices.

Fixes
https://linear.app/chatwoot/issue/CW-3728/instagram-login-how-to-implement-the-changes


## Why Introduce Instagram as a Separate Inbox?


Currently, our Instagram integration requires linking an Instagram
account to a Facebook Page, making setup complex. To simplify this
process, Instagram now offers **Instagram Business Login**, which allows
users to authenticate directly with their Instagram credentials.

The **Instagram API with Instagram Login** enables businesses and
creators to send and receive messages without needing a Facebook Page
connection. While an Instagram Business or Creator account is still
required, this approach provides a more straightforward integration
process.

| **Existing Approach (Facebook Login for Business)** | **New Approach
(Instagram Business Login)** |
| --- | --- |
| Requires linking Instagram to a Facebook Page | No Facebook Page
required |
| Users log in via Facebook credentials | Users log in via Instagram
credentials |
| Configuration is more complex | Simpler setup |

Meta recommends using **Instagram Business Login** as the preferred
authentication method due to its easier configuration and improved
developer experience.

---

## Implementation Plan

The core messaging functionality is already in place, but the transition
to **Instagram Business Login** requires adjustments.

### Changes & Considerations

- **API Adjustments**: The Instagram API uses `graph.instagram`, whereas
Koala (our existing library) interacts with `graph.facebook`. We may
need to modify API calls accordingly.
- **Three Main Modules**:
  1. **Instagram Business Login** – Handle authentication flow.
2. **Permissions & Features** – Ensure necessary API scopes are granted.
  3. **Webhooks** – Enable real-time message retrieval.

![CleanShot 2025-03-10 at 21 32
28@2x](https://github.com/user-attachments/assets/1b019001-8d16-4e59-aca2-ced81e98f538)


---

## Instagram Login Flow

1. User clicks **"Create Inbox"** for Instagram.
2. App redirects to the [Instagram Authorization
URL](https://developers.facebook.com/docs/instagram-platform/instagram-api-with-instagram-login/business-login#embed-the-business-login-url).
3. After authentication, Instagram returns an authorization code.
5. The app exchanges the code for a **long-lived token** (valid for 60
days).
6. Tokens are refreshed periodically to maintain access.
7. Once completed, the app creates an inbox and redirects to the
Chatwoot dashboard.

---

## How to Test the Instagram Inbox

1. Create a new app on [Meta's Developer
Portal](https://developers.facebook.com/apps/).
2. Select **Business** as the app type and configure it.
3. Add the Instagram product and connect a business account.
4. Copy Instagram app ID and Instagram app secret
5. Add the Instagram app ID and Instagram app secret to your app config
via `{Chatwoot installation
url}/super_admin/app_config?config=instagram`
6. Configure Webhooks:
   - Callback URL: `{your_chatwoot_url}/webhooks/instagram`
   - Verify Token: `INSTAGRAM_VERIFY_TOKEN`
- Subscribe to `messages`, `messaging_seen`, and `message_reactions`
events.
7. Set up **Instagram Business Login**:
   - Redirect URL: `{your_chatwoot_url}/instagram/callback`
8. Test inbox creation via the Chatwoot dashboard.


## Troubleshooting & Common Errors

### Insufficient Developer Role Error

- Ensure the Instagram user is added as a developer:
- **Meta Dashboard → App Roles → Roles → Add People → Enter Instagram
ID**

### API Access Deactivated

- Ensure the **Privacy Policy URL** is valid and correctly set.

### Invalid request: Request parameters are invalid: Invalid
redirect_uri

- Please configure the Frontend URL. The Frontend URL does not match the
authorization URL.
---


## To-Do List

- [x] Basic integration setup completed.  
- [x] Enable sending messages via [Messaging
API](https://developers.facebook.com/docs/instagram-platform/instagram-api-with-instagram-login/messaging-api).
- [x] Implement automatic webhook subscriptions on inbox creation.  
- [x] Handle **canceled authorization errors**.  
- [x] Handle all the errors
https://developers.facebook.com/docs/instagram-platform/instagram-graph-api/reference/error-codes
- [x] Dynamically fetch **account IDs** instead of hardcoding them.  
- [x] Prevent duplicate Instagram channel creation for the same account.
- [x] Use **Global Config** instead of environment variables.  
- [x] Explore **Human Agent feature** for message handling.  
- [x] Write and refine **test cases** for all scenarios.  
- [x] Implement **token refresh mechanism** (tokens expire after 60
days).
Fixes https://github.com/chatwoot/chatwoot/issues/10440

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2025-04-08 10:47:41 +05:30
Cayo P. R. Oliveira
acd1e56a28 feat: baileys provider for whatsapp (#7)
* feat: baileys provider and placeholder for link device modal

* chore: drop qrcode.vue in favor of just img tag

* chore: update modal props

* feat: setup channel provider connection

* chore: update .env.example with Baileys API default configuration

* feat: add support for Baileys provider in WhatsApp events processing

* chore: rename Baileys API default host variable to DEFAULT_BAILEYS_URL

* feat: add setup and disconnect methods for Baileys channel provider in inboxes controller that will be implemented

* feat: add CHANNEL_CONNECTION_UPDATE event and include it in broadcast data preparation

* refactor: simplify channel retrieval logic in WhatsappEventsJob

* refactor: revert CHANNEL_UPDATE_EVENTS constant from ActionCableBroadcastJob

* feat: add 'baileys' as a provider option in Whatsapp channel model

* feat: add provider_connection field to Whatsapp channel model and migration

* refactor: remove unnecessary  CHANNEL_CONNECTION_UPDATE event type

* feat: implement channel provider connection with baileys API

* feat: add inbox association to Whatsapp channel model and update webhook URL handling

* feat: enhance Baileys service to handle webhook multiple event types

* refactor: simplify webhook verification logic in Baileys service

* feat: add setup channel provider call, and refactor some logic

* chore: adapt logic to new API

* refactor: fix typo

* refactor: fix import

* refactor: fix typo

* chore: add fixme comment about race condition

* fix: remove double disconnect call

* feat: implement message processing for incoming WhatsApp messages

* refactor: streamline message type determination and improve readability

* chore: increase cache key granularity

provider connection info might be updated multiple times within 1 second, so updates might be lost due to cache key not being updated. changing cache key to milliseconds solves this

* feat: add `is-loading` to buttons

* feat: update send_message method to use 'to' parameter and improve error handling

* refactor: simplify test setup and update API key in specs

* chore: add setup and disconnect channel provider specs

* test: fix spec after increase cache key granularity

* feat: handle reconnecting state on modal

* style: centered error text

* feat: advanced options on create inbox

* feat: handle new reconnecting on backend

* refactor: update inbox controller specs and leave a FIXME note

* test: add specs for Whatsapp::IncomingMessageBaileysService

* feat: add baileys configuration page

* feat: link device button when disconnected on conversation

* chore: refactor .env.example

* feat: add TODO for unimplemented methods in IncomingMessageBaileysService

* fix: correct method name and update environment variable references in WhatsappBaileysService

* refactor: simplify channel lookup by removing redundant method and handling phone number check directly

* chore: add TODO for unimplemented event processing methods in IncomingMessageBaileysService

* fix: update environment variable references in WhatsappBaileysService tests

* chore(webhook): add pt-BR translations

* chore: add pt-br translations

* chore: inboxname component margin

* refactor: inboxname computed prop

* feat: enhance WhatsApp provider connection handling and message processing

* test: inbox controller

* chore: improve baileys connection and messages handling

* test: incoming message service baileys

* refactor: update provider config validation and improve test setup for WhatsApp Baileys service

* fix: ensure only text messages are sent and update message source ID

* fix: create message

* fix: only update message on success

* test: fix broken specs

* chore: raise error on unsupported message content type

* feat: hide provider connection data from non-admins

* fix: update advanced options

* chore: move class definition

* fix: issue with send_message not returning id

---------

Co-authored-by: gabrieljablonski <contact@gabrieljablonski.com>
2025-04-03 23:28:38 -03:00
Shivam Mishra
eef70b9bd7
feat: integrate new bubbles (#10550)
To test this, set the `useNextBubble` value to `true` in the
localstorage. Here's a quick command to run in the console

```js
localStorage.setItem('useNextBubble', true)
```

```js
localStorage.setItem('useNextBubble', false)
```

---------

Co-authored-by: Pranav <pranavrajs@gmail.com>
2024-12-19 18:41:55 +05:30