feat(coexist): keep synced history out of AI context by default

apps/builder/__tests__/coexist-messenger-api.test.ts

@@ -74,7 +74,7 @@ describe("coexist APIs", () => {
     mockDisable.mockResolvedValue({ success: true })
   })
 
-  test("Messenger enabled:true delegates to coexistService.enable", async () => {
+  test("Messenger enabled:true delegates to coexistService.enable with aiReadsSyncedHistory defaulted to false", async () => {
     const result = await call(
       integrationMessengerCoexistAPIs.setCoexistMessengerAPI,
       { workspaceId: "ws-1", integrationId: "int-1", enabled: true },
@@ -86,10 +86,32 @@ describe("coexist APIs", () => {
       workspaceId: "ws-1",
       integrationId: "int-1",
       channel: "messenger",
+      aiReadsSyncedHistory: false,
     })
     expect(mockDisable).not.toHaveBeenCalled()
   })
 
+  test("Messenger enabled:true, aiReadsSyncedHistory:true delegates it through to coexistService.enable", async () => {
+    const result = await call(
+      integrationMessengerCoexistAPIs.setCoexistMessengerAPI,
+      {
+        workspaceId: "ws-1",
+        integrationId: "int-1",
+        enabled: true,
+        aiReadsSyncedHistory: true,
+      },
+      { context: stubContext },
+    )
+
+    expect(result).toEqual({ success: true })
+    expect(mockEnable).toHaveBeenCalledWith({
+      workspaceId: "ws-1",
+      integrationId: "int-1",
+      channel: "messenger",
+      aiReadsSyncedHistory: true,
+    })
+  })
+
   test("Messenger enabled:false delegates to coexistService.disable", async () => {
     const result = await call(
       integrationMessengerCoexistAPIs.setCoexistMessengerAPI,
@@ -105,7 +127,7 @@ describe("coexist APIs", () => {
     })
   })
 
-  test("Instagram endpoint delegates with channel instagram", async () => {
+  test("Instagram endpoint delegates with channel instagram and aiReadsSyncedHistory defaulted to false", async () => {
     const result = await call(
       integrationInstagramCoexistAPIs.setCoexistInstagramAPI,
       { workspaceId: "ws-1", integrationId: "ig-1", enabled: true },
@@ -117,6 +139,7 @@ describe("coexist APIs", () => {
       workspaceId: "ws-1",
       integrationId: "ig-1",
       channel: "instagram",
+      aiReadsSyncedHistory: false,
     })
   })
 

apps/builder/__tests__/coexist-popup.test.tsx

@@ -0,0 +1,182 @@
+import type { ReactNode } from "react"
+import { act } from "react"
+import { createRoot, type Root } from "react-dom/client"
+import { afterEach, beforeEach, describe, expect, test, vi } from "vitest"
+
+// ---------------------------------------------------------------------------
+// Mocks
+// ---------------------------------------------------------------------------
+
+const { mockKyPost } = vi.hoisted(() => ({
+  mockKyPost: vi.fn(),
+}))
+
+/** Echoes the key back so assertions never depend on the English copy. */
+vi.mock("next-intl", () => ({
+  useTranslations: () => (key: string) => key,
+}))
+
+vi.mock("ky", () => ({
+  default: { post: mockKyPost },
+}))
+
+vi.mock("sonner", () => ({
+  toast: { error: vi.fn(), success: vi.fn() },
+}))
+
+vi.mock("@/lib/errors/client-handler", () => ({
+  clientErrorHandler: vi.fn(),
+}))
+
+vi.mock("@chatbotx.io/ui/components/ui/dialog", () => ({
+  Dialog: ({ children }: { children: ReactNode }) => <div>{children}</div>,
+  DialogContent: ({ children }: { children: ReactNode }) => (
+    <div>{children}</div>
+  ),
+  DialogDescription: ({ children }: { children: ReactNode }) => (
+    <div>{children}</div>
+  ),
+  DialogFooter: ({ children }: { children: ReactNode }) => (
+    <div>{children}</div>
+  ),
+  DialogHeader: ({ children }: { children: ReactNode }) => (
+    <div>{children}</div>
+  ),
+  DialogTitle: ({ children }: { children: ReactNode }) => <h1>{children}</h1>,
+}))
+
+// jsdom ships no ResizeObserver, and Radix measures the switch thumb through it.
+Object.assign(globalThis, {
+  ResizeObserver: class {
+    observe = vi.fn()
+    unobserve = vi.fn()
+    disconnect = vi.fn()
+  },
+})
+
+// jsdom ships no PointerEvent constructor; the Switch's click handler
+// re-dispatches one to drive its underlying <input type="checkbox">.
+if (typeof globalThis.PointerEvent === "undefined") {
+  class PointerEventPolyfill extends MouseEvent {
+    constructor(type: string, params: MouseEventInit = {}) {
+      super(type, params)
+    }
+  }
+  Object.assign(globalThis, { PointerEvent: PointerEventPolyfill })
+}
+
+const { CoexistPopup } = await import("@/features/shared/coexist-popup")
+
+// ---------------------------------------------------------------------------
+// Tests
+// ---------------------------------------------------------------------------
+
+describe("CoexistPopup", () => {
+  let container: HTMLDivElement
+  let root: Root
+  const onDone = vi.fn()
+
+  beforeEach(() => {
+    vi.clearAllMocks()
+    Object.assign(globalThis, { IS_REACT_ACT_ENVIRONMENT: true })
+    container = document.createElement("div")
+    document.body.append(container)
+    root = createRoot(container)
+    mockKyPost.mockReturnValue({
+      json: vi.fn().mockResolvedValue({ success: true }),
+    })
+
+    act(() => {
+      root.render(
+        <CoexistPopup
+          channel="whatsapp"
+          integrationId="int-1"
+          onDone={onDone}
+          workspaceId="ws-1"
+        />,
+      )
+    })
+  })
+
+  afterEach(() => {
+    act(() => {
+      root.unmount()
+    })
+    container.remove()
+  })
+
+  const switchEl = () =>
+    container.querySelector<HTMLButtonElement>('[role="switch"]')
+  const enableButton = () =>
+    Array.from(container.querySelectorAll("button")).find((button) =>
+      button.textContent?.includes("coexist.enable"),
+    )
+  const declineButton = () =>
+    Array.from(container.querySelectorAll("button")).find((button) =>
+      button.textContent?.includes("coexist.decline"),
+    )
+
+  test("renders the AI-reads-synced-history switch defaulted OFF (AI ignores synced history by default)", () => {
+    expect(switchEl()).not.toBeNull()
+    expect(switchEl()?.getAttribute("aria-checked")).toBe("false")
+  })
+
+  test("POSTs aiReadsSyncedHistory: false by default when confirming enable", async () => {
+    await act(async () => {
+      enableButton()?.click()
+      await Promise.resolve()
+    })
+
+    expect(mockKyPost).toHaveBeenCalledWith(
+      expect.any(String),
+      expect.objectContaining({
+        json: expect.objectContaining({
+          workspaceId: "ws-1",
+          integrationId: "int-1",
+          enabled: true,
+          aiReadsSyncedHistory: false,
+        }),
+      }),
+    )
+  })
+
+  test("POSTs aiReadsSyncedHistory: true after toggling the switch on", async () => {
+    act(() => {
+      switchEl()?.click()
+    })
+    expect(switchEl()?.getAttribute("aria-checked")).toBe("true")
+
+    await act(async () => {
+      enableButton()?.click()
+      await Promise.resolve()
+    })
+
+    expect(mockKyPost).toHaveBeenCalledWith(
+      expect.any(String),
+      expect.objectContaining({
+        json: expect.objectContaining({ aiReadsSyncedHistory: true }),
+      }),
+    )
+  })
+
+  test("POSTs aiReadsSyncedHistory in the decline body too (enabled: false)", async () => {
+    act(() => {
+      switchEl()?.click()
+    })
+
+    await act(async () => {
+      declineButton()?.click()
+      await Promise.resolve()
+    })
+
+    expect(mockKyPost).toHaveBeenCalledWith(
+      expect.any(String),
+      expect.objectContaining({
+        json: expect.objectContaining({
+          enabled: false,
+          aiReadsSyncedHistory: true,
+        }),
+      }),
+    )
+  })
+})

apps/builder/__tests__/coexist-whatsapp-api.test.ts

@@ -167,7 +167,12 @@ describe("setCoexistWhatsappAPI", () => {
 
     // Flag flipped on via the atomic UPDATE … RETURNING (one update on success).
     expect(db.update).toHaveBeenCalledTimes(1)
-    expect(dbUpdateBuilder.set).toHaveBeenCalledWith({ coexistEnabled: true })
+    // aiReadsSyncedHistory defaults to false (zod default) and is written on
+    // enable — the default advances the AI marker (AI ignores synced history).
+    expect(dbUpdateBuilder.set).toHaveBeenCalledWith({
+      coexistEnabled: true,
+      coexistAiReadsSyncedHistory: false,
+    })
 
     // CoexistSyncRun insert with the init-row values.
     expect(db.insert).toHaveBeenCalledTimes(1)
@@ -188,6 +193,25 @@ describe("setCoexistWhatsappAPI", () => {
     expect(mockQueueAdd).not.toHaveBeenCalled()
   })
 
+  test("enabled:true, aiReadsSyncedHistory:true — writes coexistAiReadsSyncedHistory alongside coexistEnabled", async () => {
+    const result = await call(
+      procedure,
+      {
+        workspaceId: "ws-1",
+        integrationId: "int-1",
+        enabled: true,
+        aiReadsSyncedHistory: true,
+      },
+      { context: stubContext },
+    )
+
+    expect(result).toEqual({ success: true })
+    expect(dbUpdateBuilder.set).toHaveBeenCalledWith({
+      coexistEnabled: true,
+      coexistAiReadsSyncedHistory: true,
+    })
+  })
+
   test("enabled:false — flag-only: flips coexistEnabled, no run insert, no delete, no job", async () => {
     const result = await call(
       procedure,
@@ -208,6 +232,24 @@ describe("setCoexistWhatsappAPI", () => {
     expect(mockQueueAdd).not.toHaveBeenCalled()
   })
 
+  test("enabled:false (decline) — never writes coexistAiReadsSyncedHistory, even when the popup sent aiReadsSyncedHistory:true", async () => {
+    const result = await call(
+      procedure,
+      {
+        workspaceId: "ws-1",
+        integrationId: "int-1",
+        enabled: false,
+        aiReadsSyncedHistory: true,
+      },
+      { context: stubContext },
+    )
+
+    expect(result).toEqual({ success: true })
+    // The UPDATE runs BEFORE the `if (enabled)` branch — decline must never
+    // write coexistAiReadsSyncedHistory, regardless of what the popup sent.
+    expect(dbUpdateBuilder.set).toHaveBeenCalledWith({ coexistEnabled: false })
+  })
+
   test("enabled:true — surfaces failure reason and marks the run failed when smb_app_data fails", async () => {
     // smb_app_state_sync fails → handler returns the reason and marks the run.
     mockTriggerSmbAppDataSync
@@ -294,6 +336,40 @@ describe("i18n key presence (H12)", () => {
     ).toBeDefined()
   })
 
+  test("coexist.aiReadsSyncedHistoryLabel is defined in en.json and vi.json", () => {
+    expect(
+      (
+        enMessages as unknown as Record<string, unknown> & {
+          coexist: Record<string, unknown>
+        }
+      ).coexist.aiReadsSyncedHistoryLabel,
+    ).toBeDefined()
+    expect(
+      (
+        viMessages as unknown as Record<string, unknown> & {
+          coexist: Record<string, unknown>
+        }
+      ).coexist.aiReadsSyncedHistoryLabel,
+    ).toBeDefined()
+  })
+
+  test("coexist.aiReadsSyncedHistoryHelper is defined in en.json and vi.json", () => {
+    expect(
+      (
+        enMessages as unknown as Record<string, unknown> & {
+          coexist: Record<string, unknown>
+        }
+      ).coexist.aiReadsSyncedHistoryHelper,
+    ).toBeDefined()
+    expect(
+      (
+        viMessages as unknown as Record<string, unknown> & {
+          coexist: Record<string, unknown>
+        }
+      ).coexist.aiReadsSyncedHistoryHelper,
+    ).toBeDefined()
+  })
+
   test("whatsapp.fillRequiredFields is defined in en.json and vi.json", () => {
     expect(
       (

apps/builder/messages/ar.json

@@ -2945,6 +2945,8 @@
     "toggleHelper": "لا تنجح إعادة التفعيل إلا إذا كانت Meta لا تزال تحتفظ بالبيانات مؤقتًا (خلال 24 ساعة من الإعداد). وإلا، فاقطع الاتصال ثم أعده.",
     "toggleHelperMessenger": "لا تنجح إعادة التفعيل إلا إذا كانت Meta لا تزال تحتفظ بالبيانات مؤقتًا (خلال 24 ساعة من الإعداد). وإلا، فاقطع اتصال صفحة Messenger ثم أعده.",
     "toggleHelperWhatsapp": "لا تنجح إعادة التفعيل إلا إذا كانت Meta لا تزال تحتفظ بالبيانات مؤقتًا (خلال 24 ساعة من الإعداد). وإلا، فاقطع اتصال رقم WhatsApp ثم أعده.",
+    "aiReadsSyncedHistoryLabel": "يقرأ الذكاء الاصطناعي السجل المتزامن",
+    "aiReadsSyncedHistoryHelper": "عند الإيقاف، لا يرى الذكاء الاصطناعي سوى الرسائل الجديدة.",
     "success": {
       "enabled": "بدأت المزامنة. ستظهر جهات الاتصال والرسائل السابقة قريبًا.",
       "disabled": "تم تعطيل المزامنة."

apps/builder/messages/da.json

@@ -2945,6 +2945,8 @@
     "toggleHelper": "Re-enabling kun works hvis Meta har buffered data (within 24 timer af onboarding). Otherwise afbryd og forbind igen.",
     "toggleHelperMessenger": "Re-enabling kun works hvis Meta har buffered data (within 24 timer af onboarding). Otherwise afbryd og forbind igen den Messenger page.",
     "toggleHelperWhatsapp": "Re-enabling kun works hvis Meta har buffered data (within 24 timer af onboarding). Otherwise afbryd og forbind igen den WhatsApp nummer.",
+    "aiReadsSyncedHistoryLabel": "AI læser synket historik",
+    "aiReadsSyncedHistoryHelper": "Når slået fra, ser AI kun nye beskeder.",
     "success": {
       "enabled": "Synkroniser started. Historical kontakter og beskeder vil appear shortly.",
       "disabled": "Synkroniser deaktiveret."

apps/builder/messages/de.json

@@ -2945,6 +2945,8 @@
     "toggleHelper": "Eine erneute Aktivierung funktioniert nur, wenn Meta Daten gepuffert hat (innerhalb von 24 Stunden nach dem Onboarding). Andernfalls trennen und erneut verbinden.",
     "toggleHelperMessenger": "Eine erneute Aktivierung funktioniert nur, wenn Meta Daten gepuffert hat (innerhalb von 24 Stunden nach dem Onboarding). Andernfalls die Messenger-Seite trennen und erneut verbinden.",
     "toggleHelperWhatsapp": "Eine erneute Aktivierung funktioniert nur, wenn Meta Daten gepuffert hat (innerhalb von 24 Stunden nach dem Onboarding). Andernfalls die WhatsApp-Nummer trennen und erneut verbinden.",
+    "aiReadsSyncedHistoryLabel": "KI liest Synchronverlauf",
+    "aiReadsSyncedHistoryHelper": "Wenn aus, sieht die KI nur neue Nachrichten.",
     "success": {
       "enabled": "Synchronisierung gestartet. Historische Kontakte und Nachrichten werden in Kürze angezeigt.",
       "disabled": "Synchronisierung deaktiviert."

apps/builder/messages/en.json

@@ -3041,6 +3041,8 @@
     "toggleHelper": "Re-enabling only works if Meta has buffered data (within 24 hours of onboarding). Otherwise disconnect and reconnect.",
     "toggleHelperMessenger": "Re-enabling only works if Meta has buffered data (within 24 hours of onboarding). Otherwise disconnect and reconnect the Messenger page.",
     "toggleHelperWhatsapp": "Re-enabling only works if Meta has buffered data (within 24 hours of onboarding). Otherwise disconnect and reconnect the WhatsApp number.",
+    "aiReadsSyncedHistoryLabel": "AI reads synced history",
+    "aiReadsSyncedHistoryHelper": "When off, AI only sees new messages.",
     "success": {
       "enabled": "Sync started. Historical contacts and messages will appear shortly.",
       "disabled": "Sync disabled."

apps/builder/messages/es.json

@@ -2945,6 +2945,8 @@
     "toggleHelper": "Re-enabling only works si Meta tiene buffered datos (within 24 horas de onboarding). Otherwise Desconectar y reconnect.",
     "toggleHelperMessenger": "Re-enabling only works si Meta tiene buffered datos (within 24 horas de onboarding). Otherwise Desconectar y reConectar el Messenger página.",
     "toggleHelperWhatsapp": "Re-enabling only works si Meta tiene buffered datos (within 24 horas de onboarding). Otherwise Desconectar y reConectar el WhatsApp number.",
+    "aiReadsSyncedHistoryLabel": "La IA lee el historial sincronizado",
+    "aiReadsSyncedHistoryHelper": "Si está desactivado, la IA solo ve mensajes nuevos.",
     "success": {
       "enabled": "Sync started. Historical contactoos y mensajes se appear shortly.",
       "disabled": "Sync desactivado."