Files
chatwoot/app/builders/contact_inbox_with_contact_builder.rb
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

111 lines
3.6 KiB
Ruby

# This Builder will create a contact and contact inbox with specified attributes.
# If an existing identified contact exisits, it will be returned.
# for contact inbox logic it uses the contact inbox builder
class ContactInboxWithContactBuilder
pattr_initialize [:inbox!, :contact_attributes!, :source_id, :hmac_verified]
def perform
find_or_create_contact_and_contact_inbox
# in case of race conditions where contact is created by another thread
# we will try to find the contact and create a contact inbox
rescue ActiveRecord::RecordNotUnique
find_or_create_contact_and_contact_inbox
end
def find_or_create_contact_and_contact_inbox
@contact_inbox = inbox.contact_inboxes.find_by(source_id: source_id) if source_id.present?
return @contact_inbox if @contact_inbox
ActiveRecord::Base.transaction(requires_new: true) do
build_contact_with_contact_inbox
end
update_contact_avatar(@contact) unless @contact.avatar.attached?
@contact_inbox
end
private
def build_contact_with_contact_inbox
@contact = find_contact || create_contact
@contact_inbox = create_contact_inbox
end
def account
@account ||= inbox.account
end
def create_contact_inbox
ContactInboxBuilder.new(
contact: @contact,
inbox: @inbox,
source_id: @source_id,
hmac_verified: hmac_verified
).perform
end
def update_contact_avatar(contact)
::Avatar::AvatarFromUrlJob.perform_later(contact, contact_attributes[:avatar_url]) if contact_attributes[:avatar_url]
end
def create_contact
account.contacts.create!(
name: contact_attributes[:name] || ::Haikunator.haikunate(1000),
phone_number: contact_attributes[:phone_number],
email: contact_attributes[:email],
identifier: contact_attributes[:identifier],
additional_attributes: contact_attributes[:additional_attributes],
custom_attributes: contact_attributes[:custom_attributes]
)
end
def find_contact
contact = find_contact_by_identifier(contact_attributes[:identifier])
contact ||= find_contact_by_email(contact_attributes[:email])
contact ||= find_contact_by_phone_number(contact_attributes[:phone_number])
contact ||= find_contact_by_instagram_source_id(source_id) if instagram_channel?
contact
end
def instagram_channel?
inbox.channel_type == 'Channel::Instagram'
end
# There might be existing contact_inboxes created through Channel::FacebookPage
# with the same Instagram source_id. New Instagram interactions should create fresh contact_inboxes
# while still reusing contacts if found in Facebook channels so that we can create
# new conversations with the same contact.
def find_contact_by_instagram_source_id(instagram_id)
return if instagram_id.blank?
existing_contact_inbox = ContactInbox.joins(:inbox)
.where(source_id: instagram_id)
.where(
'inboxes.channel_type = ? AND inboxes.account_id = ?',
'Channel::FacebookPage',
account.id
).first
existing_contact_inbox&.contact
end
def find_contact_by_identifier(identifier)
return if identifier.blank?
account.contacts.find_by(identifier: identifier)
end
def find_contact_by_email(email)
return if email.blank?
account.contacts.from_email(email)
end
def find_contact_by_phone_number(phone_number)
return if phone_number.blank?
account.contacts.find_by(phone_number: phone_number)
end
end