Commit Graph

73 Commits

Author SHA1 Message Date
Rodrigo Borba
0e7dc282c4 chore(style): fix rubocop offenses and update typing indicators 2026-02-25 15:06:58 -03:00
Gabriel Jablonski
3b8a38b153
feat: Implement existing template linking for CSAT surveys (#218)
* feat: Implement existing template linking for CSAT surveys

- Added functionality to link existing CSAT templates for WhatsApp channels.
- Introduced a new component for selecting existing templates.
- Updated the dashboard settings page to support template mode switching between creating new and using existing templates.
- Enhanced the CSAT template management service to handle linking existing templates and fetching available templates.
- Updated API routes to include linking and fetching available templates.
- Added tests for the new linking functionality and template availability checks.

* feat: Enhance CSAT template handling and validation across services and components

* feat: Refactor body variable extraction for CSAT templates and update related validations

* feat: Add linked_at field to CSAT template responses and update related handling

* feat: Add tests for ConversationDrop date formatting and CSAT template body variable handling
2026-02-18 18:00:29 -03:00
gabrieljablonski
6ab1898992 Merge branch 'main' into chore/merge-upstream-4.10 2026-01-16 14:01:53 -03:00
Muhsin Keloth
c483034a07
feat: Add support for sending CSAT surveys via templates (Whatsapp Twilio) (#13143)
Fixes
https://linear.app/chatwoot/issue/CW-6189/support-for-sending-csat-surveys-via-approved-whatsapp

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Vinay Keerthi <11478411+stonecharioteer@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
2026-01-13 16:32:02 +04:00
gabrieljablonski
549214e96d Merge branch main into chore/merge-upstream 2025-12-20 12:44:31 -03:00
Muhsin Keloth
2bd8e76886
feat: Add backend changes for whatsapp csat template (#12984)
This PR add the backend changes for the feature [sending CSAT surveys
via WhatsApp message templates
](https://github.com/chatwoot/chatwoot/pull/12787)

---------

Co-authored-by: Vinay Keerthi <11478411+stonecharioteer@users.noreply.github.com>
2025-12-11 16:36:37 +05:30
gabrieljablonski
8d4a6b856a Merge branch main into chore/merge-upstream-4.7.0 2025-10-16 12:08:20 -03:00
Muhsin Keloth
66cfef9298
feat: Add WhatsApp health monitoring and self-service registration completion (#12556)
Fixes
https://linear.app/chatwoot/issue/CW-5692/whatsapp-es-numbers-stuck-in-pending-due-to-premature-registration


###  Problem  
Multiple customers reported that their WhatsApp numbers remain stuck in
**Pending** in WhatsApp Manager even after successful onboarding.

- Our system triggers a **registration call**
(`/<PHONE_NUMBER_ID>/register`) as soon as the number is OTP verified.
- In many cases, Meta hasn’t finished **display name
review/provisioning**, so the call fails with:

  ```
  code: 100, error_subcode: 2388001
  error_user_title: "Cannot Create Certificate"
error_user_msg: "Your display name could not be processed. Please edit
your display name and try again."
  ```

- This leaves the number stuck in Pending, no messaging can start until
we manually retry registration.
- Some customers have reported being stuck in this state for **7+
days**.

###  Root cause  
- We only check `code_verification_status = VERIFIED` before attempting
registration.
- We **don’t wait** for display name provisioning (`name_status` /
`platform_type`) to be complete.
- As a result, registration fails prematurely and the number never
transitions out of Pending.

### Solution  

#### 1. Health Status Monitoring  
- Build a backend service to fetch **real-time health data** from Graph
API:
  - `code_verification_status`  
  - `name_status` / `display_name_status`  
  - `platform_type`  
  - `throughput.level`  
  - `messaging_limit_tier`  
  - `quality_rating`  
- Expose health data via API
(`/api/v1/accounts/:account_id/inboxes/:id/health`).
- Display this in the UI as an **Account Health tab** with clear badges
and direct links to WhatsApp Manager.

#### 2. Smarter Registration Logic  
- Update `WebhookSetupService` to include a **dual-condition check**:  
  - Register if:  
    1. Phone is **not verified**, OR  
2. Phone is **verified but provisioning incomplete** (`platform_type =
NOT_APPLICABLE`, `throughput.level = NOT_APPLICABLE`).
- Skip registration if number is already provisioned.  
- Retry registration automatically when stuck.  
- Provide a UI banner with complete registration button so customers can
retry without manual support.

### Screenshot
<img width="2292" height="1344" alt="CleanShot 2025-09-30 at 16 01
03@2x"
src="https://github.com/user-attachments/assets/1c417d2a-b11c-475e-b092-3c5671ee59a7"
/>

---------

Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-10-02 11:25:48 +05:30
gabrieljablonski
18c672c204 Merge branch 'main' into chore/merge-upstream-4.6.0 2025-09-19 19:37:28 -03:00
Muhsin Keloth
7d6a43fc72
feat: Added the backend support for twilio content templates (#12272)
Added comprehensive Twilio WhatsApp content template support (Phase 1)
enabling text, media, and quick reply templates with proper parameter
conversion, sync capabilities.

 **Template Types Supported**
  - Basic Text Templates: Simple text with variables ({{1}}, {{2}})
  - Media Templates: Image/Video/Document templates with text variables
  - Quick Reply Templates: Interactive button templates
  
 Front end changes is available via #12277

---------

Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-08-24 10:05:15 +05:30
gabrieljablonski
801033bd5f Merge branch 'main' into chore/merge-upstream-4.5.0 2025-08-20 11:20:31 -03:00
Gabriel Jablonski
99255c199f
feat: on whatsapp baileys check (#95)
* feat: on whatsapp baileys check

* chore: refactoring

* chore: refactoring
2025-08-18 12:41:06 -03:00
Gabriel Jablonski
188119317e
chore: allow non-admin to call setup_channel_provider and add localization (#90)
* chore: allow non-admin to call `setup_channel_provider` and add localization

* feat: allow agents to setup channel provider for assigned inboxes and handle unauthorized access
2025-07-29 17:43:57 -03:00
Muhsin Keloth
ab1ba1c4c7
feat: Add manual WhatsApp templates sync with UI (#12007)
Fixes https://github.com/chatwoot/chatwoot/issues/9600

**Summary**
- Added manual WhatsApp templates sync functionality accessible via UI
- Added refresh button in both inbox settings and template picker modal
- Enhanced template picker to always show for WhatsApp Cloud channels
(even when empty)


**Preview**

<img width="1456" height="798" alt="CleanShot 2025-07-22 at 14 15 28@2x"
src="https://github.com/user-attachments/assets/8a04ff26-61fa-42ee-a1b8-5e06433ae6e0"
/>


<img width="2376" height="1574" alt="CleanShot 2025-07-22 at 14 19
24@2x"
src="https://github.com/user-attachments/assets/1c772034-04ff-484d-88dd-ca8123e93065"
/>

---------

Co-authored-by: iamsivin <iamsivin@gmail.com>
2025-07-23 12:22:51 +04:00
gabrieljablonski
4f0b5cd595 Merge branch 'main' into chatwoot/develop 2025-07-16 09:37:08 -03:00
Sojan Jose
b7f2c151bf
feat: Voice channel creation Flow (#11775)
This PR introduces a new channel type for voice conversations.

ref: #11481 

## Changes

- Add database migration for channel_voice table with phone_number and
provider_config
- Create Channel::Voice model with E.164 phone number validation and
Twilio config validation
- Add voice channel association to Account model
- Extend inbox helpers and types to support voice channels
- Add voice channel setup UI with Twilio configuration form
- Include voice channel in channel factory and list components
- Add API routes and store actions for voice channel creation
- Add comprehensive translations for voice channel management

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
2025-06-25 14:21:03 -07:00
Gabriel Jablonski
3cd273d2d0
chore: fix issues with specs and provider disconnect (#67)
* chore: fix issues with specs and provider disconnect

* test: add expects
2025-06-12 12:14:54 -03:00
Gabriel Jablonski
ba14d51d23
Merge branch 'fazer-ai/main' into chore/merge-upstream 2025-05-18 11:43:18 -03:00
Sivin Varghese
d0611cb7f2
feat: Improve CSAT responses (#11485)
# Pull Request Template

## Description

This PR introduces basic customization options for the CSAT survey:

* **Display Type**: Option to use star ratings instead of emojis.
* **Message Text**: Customize the survey message (up to 200 characters).
* **Survey Rules**: Send surveys based on labels — trigger when a
conversation has or doesn't have a specific label.

Fixes
https://linear.app/chatwoot/document/improve-csat-responses-a61cf30e054e

## Type of change

- [x] New feature (non-breaking change which adds functionality)

## How Has This Been Tested?

### Loom videos

**Website Channel (Widget)**

https://www.loom.com/share/7f47836cde7940ae9d17b7997d060a18?sid=aad2ad0a-140a-4a09-8829-e01fa2e102c5

**Email Channel (Survey link)**

https://www.loom.com/share/e92f4c4c0f73417ba300a25885e093ce?sid=4bb006f0-1c2a-4352-a232-8bf684e3d757

## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules

---------

Co-authored-by: Pranav <pranavrajs@gmail.com>
2025-05-16 14:18:52 +05:30
Cayo P. R. Oliveira
acd1e56a28 feat: baileys provider for whatsapp (#7)
* feat: baileys provider and placeholder for link device modal

* chore: drop qrcode.vue in favor of just img tag

* chore: update modal props

* feat: setup channel provider connection

* chore: update .env.example with Baileys API default configuration

* feat: add support for Baileys provider in WhatsApp events processing

* chore: rename Baileys API default host variable to DEFAULT_BAILEYS_URL

* feat: add setup and disconnect methods for Baileys channel provider in inboxes controller that will be implemented

* feat: add CHANNEL_CONNECTION_UPDATE event and include it in broadcast data preparation

* refactor: simplify channel retrieval logic in WhatsappEventsJob

* refactor: revert CHANNEL_UPDATE_EVENTS constant from ActionCableBroadcastJob

* feat: add 'baileys' as a provider option in Whatsapp channel model

* feat: add provider_connection field to Whatsapp channel model and migration

* refactor: remove unnecessary  CHANNEL_CONNECTION_UPDATE event type

* feat: implement channel provider connection with baileys API

* feat: add inbox association to Whatsapp channel model and update webhook URL handling

* feat: enhance Baileys service to handle webhook multiple event types

* refactor: simplify webhook verification logic in Baileys service

* feat: add setup channel provider call, and refactor some logic

* chore: adapt logic to new API

* refactor: fix typo

* refactor: fix import

* refactor: fix typo

* chore: add fixme comment about race condition

* fix: remove double disconnect call

* feat: implement message processing for incoming WhatsApp messages

* refactor: streamline message type determination and improve readability

* chore: increase cache key granularity

provider connection info might be updated multiple times within 1 second, so updates might be lost due to cache key not being updated. changing cache key to milliseconds solves this

* feat: add `is-loading` to buttons

* feat: update send_message method to use 'to' parameter and improve error handling

* refactor: simplify test setup and update API key in specs

* chore: add setup and disconnect channel provider specs

* test: fix spec after increase cache key granularity

* feat: handle reconnecting state on modal

* style: centered error text

* feat: advanced options on create inbox

* feat: handle new reconnecting on backend

* refactor: update inbox controller specs and leave a FIXME note

* test: add specs for Whatsapp::IncomingMessageBaileysService

* feat: add baileys configuration page

* feat: link device button when disconnected on conversation

* chore: refactor .env.example

* feat: add TODO for unimplemented methods in IncomingMessageBaileysService

* fix: correct method name and update environment variable references in WhatsappBaileysService

* refactor: simplify channel lookup by removing redundant method and handling phone number check directly

* chore: add TODO for unimplemented event processing methods in IncomingMessageBaileysService

* fix: update environment variable references in WhatsappBaileysService tests

* chore(webhook): add pt-BR translations

* chore: add pt-br translations

* chore: inboxname component margin

* refactor: inboxname computed prop

* feat: enhance WhatsApp provider connection handling and message processing

* test: inbox controller

* chore: improve baileys connection and messages handling

* test: incoming message service baileys

* refactor: update provider config validation and improve test setup for WhatsApp Baileys service

* fix: ensure only text messages are sent and update message source ID

* fix: create message

* fix: only update message on success

* test: fix broken specs

* chore: raise error on unsupported message content type

* feat: hide provider connection data from non-admins

* fix: update advanced options

* chore: move class definition

* fix: issue with send_message not returning id

---------

Co-authored-by: gabrieljablonski <contact@gabrieljablonski.com>
2025-04-03 23:28:38 -03:00
Tejaswini Chile
71837bedf9
feat: Ability to customise the email sender name [CW-1629] (#7345) 2023-07-04 20:46:01 +05:30
Vishnu Narayanan
f963e00731
fix: capture user and ip details on Inbox delete (#7395)
Fixes: https://linear.app/chatwoot/issue/CW-1772/ip-address-and-user-details-are-missing-in-some-of-the-logs

Co-authored-by: Sojan <sojan@pepalo.com>
2023-06-27 19:49:24 +05:30
Sojan Jose
e3f4be97c0
fix: Reauthorize when channel settings updated (#7134)
Fixes: https://linear.app/chatwoot/issue/CW-1803/bug-inbox-doesnt-update-reauthorisation-required-automattically
2023-05-19 22:04:34 +05:30
Tejaswini Chile
e3193dcabc
feat: Link help center portal to an Inbox (#6903) 2023-04-24 12:49:52 +05:30
Tejaswini Chile
4f936aada5
[CW-1342]: Inbox deletion in background job (#6708) 2023-03-20 13:46:07 +05:30
Pranav Raj S
949ddf68ba
chore: Refactor the notification service for participants (#6461) 2023-02-15 14:14:56 -08:00
Sojan Jose
b05d06a28a
feat: Ability to lock to single conversation (#5881)
Adds the ability to lock conversation to a single thread for Whatsapp and Sms Inboxes when using outbound messages.

demo: https://www.loom.com/share/c9e1e563c8914837a4139dfdd2503fef

fixes: #4975

Co-authored-by: Nithin David <1277421+nithindavid@users.noreply.github.com>
2022-11-25 13:01:04 +03:00
Aswin Dev P.S
9015d83679
chore: Fix sentry issues (#4863)
Fix sentry issues.

Fixes #4815, #4814, #4811, #4809
2022-06-15 16:20:19 +05:30
Sojan Jose
713fdb44ee
feat (ee): APIs to configure an auto assignment limit for inboxes (#4672)
Co-authored-by: Pranav Raj S <pranav@chatwoot.com>
2022-06-13 20:18:38 +05:30
Pranav Raj S
56cd9bc0b8
chore: Add Assignable Agents API (#4722) 2022-05-23 19:24:07 +05:30
Jordan Brough
c2647a1f27
chore: Use "destroy!" instead of "destroy" when not checking the return value (#4259) 2022-03-24 13:28:25 +05:30
Sojan Jose
467f3b9191
chore: Disable fetching new emails after mailbox error (#4176)
- Disabled email fetch job if credentials for the channel isn't working
- notify customers when the email channel isn't working

fixes: https://github.com/chatwoot/chatwoot/issues/4174
2022-03-22 12:14:17 +05:30
Muhsin Keloth
f405572e5c
Revert "feat: Custom fields in pre-chat form (#4135)" (#4182)
This reverts commit e730804b48.
2022-03-15 16:54:33 +05:30
Muhsin Keloth
e730804b48
feat: Custom fields in pre-chat form (#4135)
Fixes: #2744
2022-03-14 15:06:56 +05:30
Sojan Jose
eb0da2026f
chore: Bundle update (#4038)
- address the nokogiri security issues
2022-02-22 16:06:04 +05:30
Sojan Jose
3d73d8935a
feat: Add the ability for a super admin to define account limits (#3946)
Fixes: #3773
2022-02-14 15:55:08 +05:30
Sojan Jose
cf10f3d03b
chore: Provider APIs for SMS Channel - Bandwidth (#3889)
fixes: #3888
2022-02-03 15:22:13 -08:00
Aswin Dev P.S
7ee7062843
feat: Toggle to disallow users to send messages after a conversation is resolved (#3605) 2022-01-11 00:32:03 -08:00
Tejaswini Chile
76e8acd3c6
Fix: Editable attrs presence check for the channel class (#3630) 2021-12-20 19:38:38 +05:30
Tejaswini Chile
9984edd3ef
Feat: Manage conversation for tweets based on the tweet flag (#3353)
Add tweet conversation only if tweets are enabled.

Fixes #1961
2021-12-16 00:24:50 +05:30
Aswin Dev P.S
24e6a92297
feat: IMAP Email Channel (#3298)
This change allows the user to configure both IMAP and SMTP for an email inbox. IMAP enables the user to see emails in Chatwoot. And user can use SMTP to reply to an email conversation.

Users can use the default settings to send and receive emails for email inboxes if both IMAP and SMTP are disabled.

Fixes #2520
2021-11-19 11:52:27 +05:30
Sojan Jose
69f55a25b6
chore: Minor API fixes (#3290)
- Log whether web-hook was successful
- Inbox update shouldn't need channel params
2021-10-28 15:26:20 +05:30
Sojan Jose
bd7aeba484
chore: Provider API prototype (#3112)
Enabling Support for Whatsapp via 360Dialog as a prototype for the provider APIs. 

Co-authored-by: Pranav Raj S <pranav@chatwoot.com>
2021-10-05 23:35:06 +05:30
Sojan Jose
2396b59f11
chore: API fixes (#3014)
- Minor API fixes
- Configuration screen for LINE inbox
2021-09-14 22:44:53 +05:30
Sojan Jose
22d1c8baf2
Chore: Inbox Members API improvements (#3008)
- New Inbox Member APIs
- Return JSON errors for Platform APIs
2021-09-14 11:55:02 +05:30
Sojan Jose
0a38632f14
feat: Line Channel (#2904)
- Ability to configure line bots as a channel in chatwoot
- Receive a message sent to the line bot in chatwoot
- Ability to reply to line users from chatwoot

fixes: #2738
2021-09-11 01:31:17 +05:30
Sojan Jose
671c5c931f
feat: Telegram Channel (#2901)
- Ability to configure telegram bots as a channel in chatwoot
- Receive a message sent to the telegram bot in chatwoot
- Ability to reply to telegram users from chatwoot
- Receive attachment messages in chatwoot

fixes: #1843
2021-09-10 00:00:52 +05:30
Sojan Jose
2ebd38c3b7
Chore: API Improvements (#2956)
- API to fetch info of a single inbox
- Document passing custom_attributes in the API
- Ability to filter contacts with contact identifier in search API
2021-09-04 17:56:46 +05:30
Aswin Dev P.S
1ff9939a80
feat: Ability to remove inbox avatar (#2885)
* Delete inbox avatar

1) New API endpoint added for deleting inbox avatar.
2) Delete avatar button in the inbox settings page.

Co-authored-by: Sojan Jose <sojan@pepalo.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2021-08-31 15:12:05 +05:30
Muhsin Keloth
48127e00d7
feat: Enable/disable CSAT in web widget settings (#2531) 2021-07-05 11:07:02 +05:30