iachat/app/javascript/dashboard/store/modules
Gabriel Jablonski e032fc7774
feat(whatsapp): convert inbox between WhatsApp providers (#268)
* feat(whatsapp): allow converting inbox between WhatsApp providers

Adds a Convert flow to switch a WhatsApp inbox between the four
supported providers (default/360dialog, whatsapp_cloud, baileys, zapi)
without losing conversations, agents, or history.

- Channel::Whatsapp#convert_provider! runs inside a transaction:
  disconnects the old provider, clears provider_connection and
  message_templates, assigns the new provider/config, and triggers
  webhook setup plus template resync on the new service.
- New POST /api/v1/accounts/:id/inboxes/:id/convert_provider endpoint
  guarded by InboxPolicy#convert_provider? (admin only).
- UI adds a Convert button on the inbox Settings page with a
  type-to-confirm ConvertInboxModal that lists the effects before
  redirecting to a dedicated route reusing the WhatsApp provider
  wizard in convert mode (phone number locked, current provider
  hidden from the picker).

* chore(whatsapp): polish convert UI colors and expand specs

- Settings: use slate for the Convert trigger and ruby for the modal
  confirm to mirror the delete gate instead of the less conventional
  amber variant.
- Drop the redundant "current provider is hidden from the list"
  sentence from the convert wizard description.
- Add specs for the post-conversion webhook setup path (triggered and
  skipped branches) and the sync_templates error-rescue behaviour.

* fix: address CodeRabbit review on convert-provider flow

- Whitelist provider_config keys in the convert endpoint via permit
  rather than permit!, and default to an empty hash when omitted so
  the request no longer crashes.
- Pre-validate the new provider config before disconnecting the old
  session so a bad target config no longer terminates the existing
  provider; also keep the disconnect bound to the old provider_url.
- Guard ConvertInboxModal's submit handler so pressing Enter cannot
  bypass the type-to-confirm gate, and migrate it to <script setup>.
- Reject invalid ?provider= query values in convert mode so hidden
  providers (Twilio, the current provider) cannot be reached via URL.
- Await the inbox fetch in InboxConvert before running the route guard
  so directly opening the route for a non-WhatsApp inbox redirects.
- Remove the unreachable second CloudWhatsapp branch in Whatsapp.vue.

* fix: address second CodeRabbit round on convert-provider flow

- Unify provider picker validation so create mode also rejects
  unknown ?provider= values, with a single helper that accepts
  available providers plus the whatsapp_manual fallback.
- Simplify the pre-validation rollback in convert_provider!: the
  errors snapshot/merge dance was redundant because assign_attributes
  does not clear errors.
- Follow the repo convention of asserting on error.class.name so the
  rollback spec stays stable under reloading/parallel environments.
- Strengthen the controller success spec with provider_connection and
  message_templates cleanup invariants, and set Content-Type on the
  templates stub so HTTParty parses the empty data array correctly.

* fix: address third CodeRabbit round on convert-provider flow

- Add 360Dialog entry to the Whatsapp provider catalog, keep it hidden
  from the create picker (preserving the existing fork behavior) but
  expose it in the convert picker where it is a valid target. Restore
  URL reachability for ?provider=360dialog in create mode.
- Scope the WHATSAPP_MANUAL allowance to create mode only: the manual
  fallback flow is not reachable in convert mode.
- Redirect to the inboxes list in InboxConvert when the inbox is still
  absent after the store fetch, so the page no longer stays blank.
- Use an explicit allowlist of WhatsApp providers to gate the Convert
  button instead of negating Twilio, so adding a new WhatsApp channel
  type will not silently expose the flow.
- Bind the disabled provider display field with :value instead of
  v-model, since the underlying computed is getter-only.
- Add Content-Type: application/json to the templates stub in the
  model spec so HTTParty parses the empty data array.

* fix: address fourth CodeRabbit round on convert-provider flow

- Reject no-op conversions that target the same provider as the one
  already configured, so the endpoint no longer wipes provider
  connection and message templates on a request that changes nothing.
- Call the provider service's disconnect directly so failures abort
  the conversion instead of being silently swallowed; otherwise the
  old external session could remain live while the inbox flips to
  the new provider.
- Cover both behaviors with specs.

* fix: address fifth CodeRabbit round on convert-provider flow

- Reset the Vuelidate state when closing ConvertInboxModal so reopening
  the gate does not surface stale validation errors.
- Call teardown_webhooks before converting away from whatsapp_cloud so
  the Meta webhook subscription is removed for embedded_signup channels,
  mirroring the destroy-time cleanup (manual-setup channels keep the
  existing no-op behavior). Swallow teardown failures so a flaky Meta
  call does not abort the swap.
- Switch the rollback specs to compare message_templates counts instead
  of the boolean be_present matcher so they remain meaningful if the
  fixture happens to have an empty templates list.

* fix: address sixth CodeRabbit round on convert-provider flow

- Derive the convert header's current-provider label from the shared
  PROVIDER_CATALOG so the picker and header stay in sync.
- Assert the full Cloud provider_config payload and the absence of the
  Baileys-only provider_url key on both the controller success spec
  and the model atomic-swap spec.
- In the sync-error spec, reload and assert that the record was
  actually flipped to the new provider before the sync rescue fires,
  so the test can't pass on a pre-save failure.

* test: pin 422 error payload on convert_provider negative paths

The unsupported-conversion and invalid-config specs only checked the
status code, so they would have stayed green if the 422 started coming
from a different branch. Pin the response body so each example actually
covers the failure case it names.

* fix(baileys): save custom host as provider_url, not url

The Baileys form was writing the custom endpoint to
provider_config['url'] while the backend reads
provider_config['provider_url']. That silently broke the custom-host
feature for newly created or converted Baileys inboxes: they always
fell back to BAILEYS_PROVIDER_DEFAULT_URL. Align the key on both ends.

* fix(whatsapp): skip second validation pass in convert_provider!

The transaction's save! was re-running validate_provider_config after
the old provider's session had already been disconnected, so a transient
Graph API failure on the second check could roll back the swap while
leaving the external session terminated — the exact inconsistency the
pre-flight valid? was meant to rule out.

Capture the validated provider_config snapshot after valid? (so fields
populated by before_validation callbacks like webhook_verify_token are
preserved) and switch the final persist to save!(validate: false) so the
earlier check stays authoritative.

* fix: normalize provider-conversion failures and pass accountId

- The convert_provider action only rescued ActiveRecord::RecordInvalid,
  so disconnect/teardown failures bubbled up as 500 with no stable
  payload. Catch StandardError, log the class + message, and return a
  422 with a generic user-facing message so the dashboard can surface
  the error consistently.
- Nested settings routes live under /accounts/:accountId, so the
  router push from Settings.vue must include accountId alongside
  inboxId. Mirrors how sibling pages navigate to settings_inbox_show.

* fix: report missing :provider as 400 and sync modal v-model

- The generic rescue StandardError on convert_provider was masking
  ActionController::ParameterMissing behind a misleading
  provider-conversion error message. Catch it explicitly before the
  generic rescue and return 400 with the parameter-missing message.
- ConvertInboxModal's closeModal now drives localShow to false so
  parents using v-model:show stay in sync on every close path,
  not only when the explicit onClose listener flips the flag.

* fix(whatsapp): serialize concurrent convert_provider calls with_lock

Without a per-record lock, two admin requests against the same inbox
could both pass the pre-flight validation, race the disconnect/save,
and then run setup_webhooks/sync_templates in arbitrary order, leaving
the persisted provider out of sync with the external configuration.

Wrap the whole convert flow in with_lock so the loser blocks until the
winner commits; the subsequent no-op guard then rejects a second
conversion request targeting the provider the first one just set.

* test: harden convert_provider policy + controller failure specs

- Pass accountId explicitly in InboxConvert redirects so the route
  navigation mirrors how Settings.vue reaches settings_inbox_convert.
- Add a spec that assigns the agent to the inbox and still expects 401,
  so a future regression in InboxPolicy#convert_provider? can no longer
  slip past on the show policy alone.
- Add a spec that stubs convert_provider! to raise StandardError and
  asserts the controller's generic-failure 422 payload, pinning the
  dashboard contract for provider-side failures.

* test: pin convert_provider success response payload

Parse the rendered body and assert provider + provider_config so the
spec catches regressions where the DB is updated correctly but the
serialized response drifts (dashboard store commits response.data).

* fix(whatsapp): reset teardown guard after pre-conversion webhook cleanup

teardown_webhooks memoizes @webhook_teardown_initiated = true to prevent
double execution during destroy. Calling it from convert_provider!
leaves that flag set, so a subsequent destroy! or follow-up conversion
on the same instance would skip webhook removal silently. Reset the
flag in an ensure block so the destroy-time guard stays scoped to
destroy only.

* fix: include accountId in post-conversion redirect params

* test: pin same-provider convert returns 422

* fix(whatsapp): reset template columns when post-conversion sync fails

* fix(convert): enforce provider allowlist in InboxConvert route guard

* test: broaden Cloud templates stub to match account-scoped path

* test(whatsapp): cover cloud to baileys conversion branch
2026-04-18 20:57:27 -03:00
..
contacts Merge branch 'main' into chore/merge-4.13.0 2026-04-17 16:23:47 -03:00
conversations Merge branch 'main' into chore/merge-4.13.0 2026-04-17 16:23:47 -03:00
helpCenterArticles fix: Prevent article editor from resetting content while typing (#14014) 2026-04-14 16:48:38 +04:00
helpCenterCategories feat(help-center): enable drag-and-drop category reordering (#13706) 2026-03-05 12:53:38 +05:30
helpCenterPortals feat(cloud): Add support for viewing status of SSL in custom domains (#12011) 2025-07-30 10:52:47 -07:00
inboxes feat: Voice channel creation Flow (#11775) 2025-06-25 14:21:03 -07:00
internalChat feat(internal-chat): implement internal chat system for agents (#247) 2026-04-11 13:50:15 -03:00
notifications feat: Display notification count in sidebar inbox item (#12324) 2025-09-01 15:55:09 +05:30
specs Merge branch 'main' into chore/merge-4.13.0 2026-04-17 16:23:47 -03:00
teams feat(v4): Update the report pages to show aggregate values (#10766) 2025-01-28 09:19:18 +05:30
accounts.js feat: Add AI credit topup flow for Stripe (#12988) 2025-12-02 17:53:44 -08:00
agentBots.js feat: sign webhooks for API channel and agentbots (#13892) 2026-04-06 15:28:25 +05:30
agentCapacityPolicies.js feat: Agent capacity policy Create/Edit pages (#12424) 2025-09-12 18:42:55 +05:30
agents.js feat(v4): Update the report pages to show aggregate values (#10766) 2025-01-28 09:19:18 +05:30
assignmentPolicies.js feat: Agent assignment policy Create/Edit pages (#12400) 2025-09-10 20:02:11 +05:30
attributes.js fix: Update contact details page errors (#10536) 2024-12-04 13:58:53 -08:00
auditlogs.js feat: audit logs UI (#6803) 2023-04-17 19:11:05 +05:30
auth.js fix: Prevent display_name reset when updating password (#10374) 2025-06-11 19:05:30 -04:00
automations.js feat: Update the design for automation (#10002) 2024-08-22 16:22:54 +05:30
bulkActions.js feat: Adds support for all snooze option in bulk actions (#9361) 2024-05-09 19:27:31 +05:30
campaigns.js feat: WhatsApp campaigns (#11910) 2025-07-16 09:04:02 +05:30
cannedResponse.js feat: Update the design for canned responses (#9903) 2024-08-07 09:43:47 -07:00
contactConversations.js feat(v4): Add new contact details screen (#10504) 2024-12-03 21:29:47 -08:00
contactLabels.js feat: Vite + vue 3 💚 (#10047) 2024-10-02 00:36:30 -07:00
contactNotes.js feat(v4): Add new contact details screen (#10504) 2024-12-03 21:29:47 -08:00
conversationLabels.js feat: Vite + vue 3 💚 (#10047) 2024-10-02 00:36:30 -07:00
conversationMetadata.js feat: Vite + vue 3 💚 (#10047) 2024-10-02 00:36:30 -07:00
conversationPage.js feat: Vite + vue 3 💚 (#10047) 2024-10-02 00:36:30 -07:00
conversationSearch.js feat: Advanced Search Backend (#12917) 2026-01-07 15:30:49 +05:30
conversationStats.js chore: add script to throttle bulkreindex job creation and increase meta timeouts(#12626) 2025-10-13 16:21:45 +05:30
conversationTypingStatus.js feat(whatsapp): show contact typing and recording indicators via baileys presence (#264) 2026-04-13 11:38:11 -03:00
conversationWatchers.js feat: Vite + vue 3 💚 (#10047) 2024-10-02 00:36:30 -07:00
csat.js feat(ee): Review Notes for CSAT Reports (#13289) 2026-01-15 19:53:57 -08:00
customRole.js chore: Custom Roles to manage permissions [ UI ] (#9865) 2024-09-17 11:40:11 -07:00
customViews.js feat: Improve Contact list (#10522) 2024-12-02 18:23:41 -08:00
dashboardApps.js feat: dashboard apps on sidebar (#146) 2025-11-19 14:44:18 -03:00
draftMessages.js feat: Vite + vue 3 💚 (#10047) 2024-10-02 00:36:30 -07:00
groupMembers.js feat: group conversations (#228) 2026-03-19 21:56:58 -03:00
groupMembers.spec.js feat: group conversations (#228) 2026-03-19 21:56:58 -03:00
inboxAssignableAgents.js feat: Vite + vue 3 💚 (#10047) 2024-10-02 00:36:30 -07:00
inboxes.js feat(whatsapp): convert inbox between WhatsApp providers (#268) 2026-04-18 20:57:27 -03:00
inboxMembers.js Chore: Inbox Members API improvements (#3008) 2021-09-14 11:55:02 +05:30
integrations.js feat: Vite + vue 3 💚 (#10047) 2024-10-02 00:36:30 -07:00
labels.js feat: Refactor reports filters (#13443) 2026-02-06 18:22:30 +05:30
macros.js feat: Add API module and Vuex store for Macros (#5603) 2022-10-11 22:54:17 -07:00
recurringScheduledMessages.js feat: schedule messages recurrence (#240) 2026-03-19 22:51:14 -03:00
reports.js feat: Add conversations summary CSV export (#13110) 2026-01-13 12:30:26 +04:00
scheduledMessages.js feat: mensagens agendadas (#198) 2026-01-30 22:08:16 -03:00
sla.js feat: add option to delete and disable edits for SLA (#9108) 2024-03-15 12:21:32 +05:30
SLAReports.js feat: Download SLA reports (#9201) 2024-04-08 20:51:34 -07:00
summaryReports.js fix: add loading and silent retry to summary reports (#13455) 2026-02-06 19:53:46 +05:30
teamMembers.js feat: Vite + vue 3 💚 (#10047) 2024-10-02 00:36:30 -07:00
userNotificationSettings.js feat: Vite + vue 3 💚 (#10047) 2024-10-02 00:36:30 -07:00
webhooks.js feat: add per-webhook secret with backfill migration (#13573) 2026-02-26 17:26:12 +05:30