Files
leadchat/spec/jobs/send_reply_job_spec.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

113 lines
5.7 KiB
Ruby

require 'rails_helper'
RSpec.describe SendReplyJob do
subject(:job) { described_class.perform_later(message) }
let(:message) { create(:message) }
it 'enqueues the job' do
expect { job }.to have_enqueued_job(described_class)
.with(message)
.on_queue('high')
end
context 'when the job is triggered on a new message' do
let(:process_service) { double }
before do
allow(process_service).to receive(:perform)
end
it 'calls Facebook::SendOnFacebookService when its facebook message' do
stub_request(:post, /graph.facebook.com/)
facebook_channel = create(:channel_facebook_page)
facebook_inbox = create(:inbox, channel: facebook_channel)
message = create(:message, conversation: create(:conversation, inbox: facebook_inbox))
allow(Facebook::SendOnFacebookService).to receive(:new).with(message: message).and_return(process_service)
expect(Facebook::SendOnFacebookService).to receive(:new).with(message: message)
expect(process_service).to receive(:perform)
described_class.perform_now(message.id)
end
it 'calls ::Twitter::SendOnTwitterService when its twitter message' do
twitter_channel = create(:channel_twitter_profile)
twitter_inbox = create(:inbox, channel: twitter_channel)
message = create(:message, conversation: create(:conversation, inbox: twitter_inbox))
allow(Twitter::SendOnTwitterService).to receive(:new).with(message: message).and_return(process_service)
expect(Twitter::SendOnTwitterService).to receive(:new).with(message: message)
expect(process_service).to receive(:perform)
described_class.perform_now(message.id)
end
it 'calls ::Twilio::SendOnTwilioService when its twilio message' do
twilio_channel = create(:channel_twilio_sms)
message = create(:message, conversation: create(:conversation, inbox: twilio_channel.inbox))
allow(Twilio::SendOnTwilioService).to receive(:new).with(message: message).and_return(process_service)
expect(Twilio::SendOnTwilioService).to receive(:new).with(message: message)
expect(process_service).to receive(:perform)
described_class.perform_now(message.id)
end
it 'calls ::Telegram::SendOnTelegramService when its telegram message' do
telegram_channel = create(:channel_telegram)
message = create(:message, conversation: create(:conversation, inbox: telegram_channel.inbox))
allow(Telegram::SendOnTelegramService).to receive(:new).with(message: message).and_return(process_service)
expect(Telegram::SendOnTelegramService).to receive(:new).with(message: message)
expect(process_service).to receive(:perform)
described_class.perform_now(message.id)
end
it 'calls ::Line:SendOnLineService when its line message' do
line_channel = create(:channel_line)
message = create(:message, conversation: create(:conversation, inbox: line_channel.inbox))
allow(Line::SendOnLineService).to receive(:new).with(message: message).and_return(process_service)
expect(Line::SendOnLineService).to receive(:new).with(message: message)
expect(process_service).to receive(:perform)
described_class.perform_now(message.id)
end
it 'calls ::Whatsapp:SendOnWhatsappService when its whatsapp message' do
stub_request(:post, 'https://waba.360dialog.io/v1/configs/webhook')
whatsapp_channel = create(:channel_whatsapp, sync_templates: false)
message = create(:message, conversation: create(:conversation, inbox: whatsapp_channel.inbox))
allow(Whatsapp::SendOnWhatsappService).to receive(:new).with(message: message).and_return(process_service)
expect(Whatsapp::SendOnWhatsappService).to receive(:new).with(message: message)
expect(process_service).to receive(:perform)
described_class.perform_now(message.id)
end
it 'calls ::Sms::SendOnSmsService when its sms message' do
sms_channel = create(:channel_sms)
message = create(:message, conversation: create(:conversation, inbox: sms_channel.inbox))
allow(Sms::SendOnSmsService).to receive(:new).with(message: message).and_return(process_service)
expect(Sms::SendOnSmsService).to receive(:new).with(message: message)
expect(process_service).to receive(:perform)
described_class.perform_now(message.id)
end
it 'calls ::Instagram::Direct::SendOnInstagramService when its instagram message' do
instagram_channel = create(:channel_instagram)
message = create(:message, conversation: create(:conversation, inbox: instagram_channel.inbox))
allow(Instagram::SendOnInstagramService).to receive(:new).with(message: message).and_return(process_service)
expect(Instagram::SendOnInstagramService).to receive(:new).with(message: message)
expect(process_service).to receive(:perform)
described_class.perform_now(message.id)
end
it 'calls ::Instagram::Messenger::SendOnInstagramService when its an instagram_direct_message from facebook channel' do
stub_request(:post, /graph.facebook.com/)
facebook_channel = create(:channel_facebook_page)
facebook_inbox = create(:inbox, channel: facebook_channel)
conversation = create(:conversation,
inbox: facebook_inbox,
additional_attributes: { 'type' => 'instagram_direct_message' })
message = create(:message, conversation: conversation)
allow(Instagram::Messenger::SendOnInstagramService).to receive(:new).with(message: message).and_return(process_service)
expect(Instagram::Messenger::SendOnInstagramService).to receive(:new).with(message: message)
expect(process_service).to receive(:perform)
described_class.perform_now(message.id)
end
end
end