Webhooks + API for automating conversation flows and knowledge base management#27
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Mar 13, 2026
GeorgiZhelev
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- feat(convex): add automation api and webhook scaffolding
- feat(convex): refine automation api and webhook scaffolding
- Make API and webhooks more robust
- add automation API CRUD for articles & collections (2.1b)
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Review Summary by QodoAutomation API and webhook system with full CRUD operations, event delivery, and credential management
WalkthroughsDescription• **Comprehensive automation API and webhook system** with full CRUD operations for conversations, messages, visitors, tickets, articles, collections, and outbound messages • **Webhook delivery system** with HMAC-SHA256 signing, exponential backoff retry logic (5 attempts), and manual replay functionality • **API credential management** with secure osk_ prefixed credentials, SHA-256 hashing, scope-based access control, and audit logging • **Authentication and rate limiting** via withAutomationAuth middleware with workspace-level (120 req/min) and credential-level (60 req/min) limits • **Conversation claim management** for external automation with 5-minute lease expiration, renewal support, and escalation/release operations • **Event emission system** that triggers webhook deliveries for matching subscriptions with cursor-based pagination and filtering • **AI agent automation claim suppression** to prevent responses when conversation is claimed by external automation • **Article and collection write operations** refactored into reusable core helpers with embedding management and status transitions • **Database schema** for automation credentials, events, webhooks, deliveries, conversation claims, and idempotency keys • **HTTP API routes** exposing 40+ endpoints under /api/v1/ namespace with proper error handling and validation • **Webhook secret encryption** using AES-GCM with environment-based key management • **Comprehensive test coverage** including CRUD operations, security, idempotency, rate limiting, pagination, and event emission • **React hooks and UI components** for managing credentials, webhooks, and delivery logs in settings • **Cron jobs** for expiring stale claims and cleaning up expired idempotency keys • **Audit logging** with 24 new automation-related action types Diagramflowchart LR
A["API Credentials<br/>osk_ prefix<br/>SHA-256 hash"] -->|withAutomationAuth| B["Rate Limiting<br/>120/min workspace<br/>60/min credential"]
B -->|validates| C["HTTP Routes<br/>40+ endpoints<br/>/api/v1/"]
C -->|CRUD ops| D["Resources<br/>Conversations<br/>Messages<br/>Tickets<br/>Articles"]
D -->|emits| E["Automation Events<br/>Cursor pagination<br/>Filtering"]
E -->|triggers| F["Webhook Subscriptions<br/>Event filtering<br/>Resource types"]
F -->|delivers| G["Webhook Worker<br/>HMAC-SHA256<br/>Exponential backoff<br/>5 retries"]
H["Conversation Claims<br/>5-min lease<br/>Renewal support"] -->|suppresses| I["AI Agent<br/>Claim detection<br/>Graceful handling"]
J["Article/Collection<br/>Core Helpers<br/>Embedding mgmt"] -->|refactored| D
File Changes1. packages/convex/tests/automationFixes.test.ts
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Code Review by Qodo
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![qodo-code-review[bot]](https://avatars.githubusercontent.com/in/484649?s=60&v=4){kind=small}
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| // 1. Check workspace-level rate limit first (120 req/min) | ||
| const wsRateLimit = await ctx.db | ||
| .query("automationWorkspaceRateLimits") | ||
| .withIndex("by_workspace", (q) => q.eq("workspaceId", args.workspaceId)) | ||
| .first(); | ||
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| if (wsRateLimit) { | ||
| if (now > wsRateLimit.windowStart + RATE_LIMIT_WINDOW_MS) { | ||
| await ctx.db.patch(wsRateLimit._id, { windowStart: now, count: 1 }); | ||
| } else if (wsRateLimit.count >= WORKSPACE_RATE_LIMIT) { | ||
| const retryAfter = Math.ceil((wsRateLimit.windowStart + RATE_LIMIT_WINDOW_MS - now) / 1000); | ||
| return { allowed: false, retryAfter }; | ||
| } else { | ||
| await ctx.db.patch(wsRateLimit._id, { count: wsRateLimit.count + 1 }); | ||
| } | ||
| } else { | ||
| await ctx.db.insert("automationWorkspaceRateLimits", { | ||
| workspaceId: args.workspaceId, | ||
| windowStart: now, | ||
| count: 1, | ||
| }); | ||
| } |
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3. Workspace rate-limit bypass 🐞 Bug ⛯ Reliability
checkRateLimit can create multiple automationWorkspaceRateLimits rows for the same workspace under concurrent first requests, and later requests read an arbitrary .first() row. This makes workspace-level rate limiting unreliable and can allow exceeding the intended per-workspace cap.
Agent Prompt
### Issue description
Workspace-level rate limiting can be bypassed because `checkRateLimit` inserts a new `automationWorkspaceRateLimits` doc when none exists; under concurrency, multiple docs can be created, and later `.first()` reads only one of them.
### Issue Context
Convex indexes do not enforce uniqueness. If multiple rows exist for the same workspace, the code does not reconcile them.
### Fix Focus Areas
- packages/convex/convex/lib/automationAuth.ts[141-175]
- packages/convex/convex/schema/automationTables.ts[106-110]
### Implementation direction
- Make the rate-limit row a true singleton per workspace:
- create it at workspace provisioning time (preferred), or
- store counters on the `workspaces` document itself, or
- add a dedicated singleton table keyed by workspace with a conflict-inducing update path.
- If existing duplicates are possible, add reconciliation/cleanup logic (pick one canonical row and delete/merge others).
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Author
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False positive. Same Convex serializable OCC reasoning applies here: the mutation reads the workspace-scoped index range before inserting, so a concurrent insert into that range causes a retry rather than two committed cold-start rows
Dev to Main - repair git history and update setup script (and agent skills)
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