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We recently introduced the WhatsApp Embedded Signup flow in Chatwoot to simplify onboarding. However, we discovered two important limitations: Some customers’ numbers are already linked to an Embedded Signup, which blocks re-use. Tech providers cannot onboard their own numbers via Embedded Signup. As a result, we need to support both Manual and Embedded Signup flows to cover all scenarios. ### Problem - Current UI only offers the Embedded Signup option. - Customers who need to reuse existing numbers (already connected to WABA) or tech providers testing their own numbers get stuck. - Manual flow exists but is no longer exposed in the UX **Current Embedded Signup screen** <img width="2564" height="1250" alt="CleanShot 2025-08-21 at 21 58 07@2x" src="https://github.com/user-attachments/assets/c3de4cf1-cae6-4a0e-aa9c-5fa4e2249c0e" /> **Current Manual Setup screen** <img width="2568" height="1422" alt="CleanShot 2025-08-21 at 22 00 25@2x" src="https://github.com/user-attachments/assets/96408f97-3ffe-42d1-9019-a511e808f5ac" /> ### Solution - Design a dual-path UX in the Create WhatsApp Inbox step that: - Offers Embedded Signup (default/recommended) for new numbers and businesses. - Offers Manual Setup for advanced users, existing linked numbers, and tech providers. <img width="2030" height="1376" alt="CleanShot 2025-09-01 at 14 13 16@2x" src="https://github.com/user-attachments/assets/6f17e5a2-a2fd-40fb-826a-c9ee778be795" /> --------- Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com> Co-authored-by: iamsivin <iamsivin@gmail.com>
78 lines
2.3 KiB
Ruby
78 lines
2.3 KiB
Ruby
class Api::V1::Accounts::Whatsapp::AuthorizationsController < Api::V1::Accounts::BaseController
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before_action :fetch_and_validate_inbox, if: -> { params[:inbox_id].present? }
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# POST /api/v1/accounts/:account_id/whatsapp/authorization
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# Handles both initial authorization and reauthorization
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# If inbox_id is present in params, it performs reauthorization
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def create
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validate_embedded_signup_params!
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channel = process_embedded_signup
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render_success_response(channel.inbox)
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rescue StandardError => e
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render_error_response(e)
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end
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private
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def process_embedded_signup
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service = Whatsapp::EmbeddedSignupService.new(
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account: Current.account,
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params: params.permit(:code, :business_id, :waba_id, :phone_number_id).to_h.symbolize_keys,
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inbox_id: params[:inbox_id]
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)
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service.perform
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end
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def fetch_and_validate_inbox
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@inbox = Current.account.inboxes.find(params[:inbox_id])
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validate_reauthorization_required
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end
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def validate_reauthorization_required
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return if @inbox.channel.reauthorization_required? || can_upgrade_to_embedded_signup?
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render json: {
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success: false,
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message: I18n.t('inbox.reauthorization.not_required')
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}, status: :unprocessable_entity
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end
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def can_upgrade_to_embedded_signup?
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channel = @inbox.channel
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return false unless channel.provider == 'whatsapp_cloud'
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true
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end
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def render_success_response(inbox)
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response = {
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success: true,
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id: inbox.id,
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name: inbox.name,
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channel_type: 'whatsapp'
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}
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response[:message] = I18n.t('inbox.reauthorization.success') if params[:inbox_id].present?
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render json: response
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end
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def render_error_response(error)
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Rails.logger.error "[WHATSAPP AUTHORIZATION] Embedded signup error: #{error.message}"
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Rails.logger.error error.backtrace.join("\n")
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render json: {
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success: false,
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error: error.message
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}, status: :unprocessable_entity
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end
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def validate_embedded_signup_params!
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missing_params = []
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missing_params << 'code' if params[:code].blank?
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missing_params << 'business_id' if params[:business_id].blank?
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missing_params << 'waba_id' if params[:waba_id].blank?
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return if missing_params.empty?
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raise ArgumentError, "Required parameters are missing: #{missing_params.join(', ')}"
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end
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end
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