Commit Graph

98 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
fb6fec167b
chore: general improvements (#204)
* chore: update scheduled messages author association to nullable and adjust related specs

* chore: update sender handling for WhatsApp messages and add external sender name
2026-02-01 14:25:06 -03:00
Cayo P. R. Oliveira
f9d1146cb0
feat: mensagens agendadas (#198)
* feat:  Adds model for scheduling messages

* feat: Implement scheduled message handling and processing jobs

* feat: Add ScheduledMessagesController and associated specs for managing scheduled messages

* refactor: Simplify scheduled message job specs and improve metadata handling

* feat: Add ScheduledMessagePolicy for managing access to scheduled messages

* feat: Add routes for managing scheduled messages

* feat: Add scheduled message event handling and broadcasting

* feat: Add JSON views for scheduled messages creation, destruction, updating, and indexing

* feat: Update scheduled message status and dispatch update event after message creation

* feat: Ensure scheduled message updates trigger dispatch event

* feat: Add mutation types for managing scheduled messages

* feat: Add additionalAttributes prop to Message component and provider

* feat: Implement scheduled message handling in ActionCable and Vuex store

* feat: Add unit tests for scheduled messages actions and mutations

* feat: implement scheduled messages functionality

- Added support for scheduling messages in the conversation dashboard.
- Introduced new components: ScheduledMessageModal and ScheduledMessages for managing scheduled messages.
- Enhanced ReplyBottomPanel to include scheduling options.
- Updated Base.vue to handle scheduled message styling.
- Integrated Vuex store module for managing scheduled messages state.
- Added necessary translations for scheduled messages in English and Portuguese.

* feat: add pagination to scheduled messages index and update tests accordingly

* chore: update scheduled messages specs for future time validation and response status

* chore: enhance scheduled messages API with pagination and add skeleton loader component

* feat: add create_scheduled_message action to automation rule attributes

* feat: implement create_scheduled_message action and enhance attachment handling

* feat: add scheduled message functionality with UI components and localization

* test: enhance scheduledMessages mutations tests with meta handling and structure

* chore: update label to display file name upon successful upload in AutomationFileInput component

* feat: add initialAttachment prop to ScheduledMessageModal and update ReplyBox to pass attachment

* chore: prepend_mod_with to ScheduledMessagesController for better module handling

* fix: attachment visibility in ScheduledMessageItem component

* chore: enhance ScheduledMessage model with validations and reduce controller load

* refactor: simplify ScheduledMessagesAPI methods by removing unnecessary instance variable

* chore: update event emission for scheduled message creation in ReplyBox and ScheduledMessageModal

* refactor: update status configuration to use label keys

* chore: update date formatting in ScheduledMessageItem component

* refactor: collapse logic to checkOverflow and update related functionality

* chore: add author indication for current user in scheduled messages

* chore: enhance scheduled message metadata with author information and localization

* fix: send message shortcut

* chore: handle errors in scheduled message submission

* chore: update scheduled message modal to use combined date and time input

* chore: refactor scheduled messages handling to remove pagination and update related tests

* fix: ensure scheduled messages update status and dispatch on failure

* fix: update scheduled message due date logic and simplify sending checks

* refactor: rename build_message method for send_message

* fix: update scheduled message creation time and improve test reliability

* chore: ignore unnecessary check

* chore: add scheduled message metadata handling  in message builder, add scheduled message factorie and update specs

* refactor: use scheduled message factorie creation in specs

* chore: streamline error handling in scheduled message job and remove dispatch logic

* fix: change scheduled_messages association to destroy dependent records

* refactor: remove unused attributes from scheduled message payload builder

* chore: update scheduled message retrieval to use conversation association

* chore: correct cron format for scheduled messages job

* chore: remove migration for author_type in scheduled_messages

* feat: enhance scheduled messages management with delete confirmation and error handling

* chore: set cron poll interval to 10 seconds for improved scheduling precision

* feat: include additional_attributes in message JSON response

* feat: enhance scheduled message validation and localization support

* chore: update scheduled message display

* Merge branch 'main' into Cayo-Oliveira/CU-86aenh268/Mensagens-agendadas

* feat: add scheduled message indicators and validation for message length

* fix: remove unnecessary condition from line-clamp class binding

* feat: update scheduled messages localization and enhance content validation

* feat: update scheduled messages order, enhance scheduledAt computation, and add message association

* fix: reorder condition for Facebook channel message length computation

* fix:  change detection for attachments in scheduled messages

* fix: remove unnecessary colon from close-on-backdrop-click prop in ScheduledMessageModal

* chore: add error handling for scheduled message deletion and update localization for delete failure

* fix: enforce minimum delay of 1 minute for scheduled messages and update validation

* fix: remove unused private property and improve locale formatting for scheduled messages

* fix: adjust positioning of DropdownBody in ReplyBottomPanel and clean up schema foreign keys

* docs: add scheduled messages management APIs and payload definitions

---------

Co-authored-by: gabrieljablonski <contact@gabrieljablonski.com>
2026-01-30 22:08:16 -03:00
gabrieljablonski
6ab1898992 Merge branch 'main' into chore/merge-upstream-4.10 2026-01-16 14:01:53 -03:00
Pranav
a8b302d4cd
feat(ee): Review Notes for CSAT Reports (#13289)
CSAT scores are helpful, but on their own they rarely tell the full
story. A drop in rating can come from delayed timelines, unclear
expectations, or simple misunderstandings, even when the issue itself
was handled correctly.

Review Notes for CSAT let admins/report manager roles add internal-only
context next to each CSAT response. This makes it easier to interpret
scores properly and focus on patterns and root causes, not just numbers.


<img width="2170" height="1680" alt="image"
src="https://github.com/user-attachments/assets/56df7fab-d0a7-4a94-95b9-e4c459ad33d5"
/>


### Why this matters

* Capture the real context behind individual CSAT ratings
* Clarify whether a low score points to a genuine service issue or a
process gap
* Spot recurring themes across conversations and teams
* Make CSAT reviews more useful for leadership reviews and
retrospectives

### How Review Notes work

**View CSAT responses**
Open the CSAT report to see overall metrics, rating distribution, and
individual responses.

**Add a Review Note**
For any CSAT entry, managers can add a Review Note directly below the
customer’s feedback.

**Document internal insights**
Use Review Notes to capture things like:

* Why a score was lower or higher than expected
* Patterns you are seeing across similar cases
* Observations around communication, timelines, or customer expectations

Review Notes are visible only to administrators and people with report
access only. We may expand visibility to agents in the future based on
feedback. However, customers never see them.

Each note clearly shows who added it and when, making it easy to review
context and changes over time.
2026-01-15 19:53:57 -08:00
gabrieljablonski
8d4a6b856a Merge branch main into chore/merge-upstream-4.7.0 2025-10-16 12:08:20 -03:00
Vinay Keerthi
170ea7691f
feat: Add company model and API with tests (#12548)
# Pull Request Template

## Description

* add Company model with validations for name, domain, description and
  avatar
* Add database migration fo
* Implement endpoints for company CRUD operations
* Add optional company relationship for contacts
* Add test for models, controllers, factories and policies
* Add authorization policies restricting delete to admins
* support JSON API responses
Please include a summary of the change and issue(s) fixed. Also, mention
relevant motivation, context, and any dependencies that this change
requires.

Fixes #(cw-5650)

## Type of change

Please delete options that are not relevant.

- [x] Bug fix (non-breaking change which fixes an issue)
- [ ] New feature (non-breaking change which adds functionality)
- [ ] Breaking change (fix or feature that would cause existing
functionality not to work as expected)
- [ ] This change requires a documentation update

## How Has This Been Tested?

Tests are implemented using `RSpec`

```
$ bundle exec rails db:migrate
$ bundle exec rspec spec/models/company_spec.rb spec/controllers/api/v1/accounts/companies_controller_spec.rb
```

## 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
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
2025-10-08 07:53:43 -07:00
gabrieljablonski
18c672c204 Merge branch 'main' into chore/merge-upstream-4.6.0 2025-09-19 19:37:28 -03:00
Tanmay Deep Sharma
239c4dcb91
feat: MFA (#12290)
## Linear:
- https://github.com/chatwoot/chatwoot/issues/486

## Description
This PR implements Multi-Factor Authentication (MFA) support for user
accounts, enhancing security by requiring a second form of verification
during login. The feature adds TOTP (Time-based One-Time Password)
authentication with QR code generation and backup codes for account
recovery.

## Type of change

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

## How Has This Been Tested?

- Added comprehensive RSpec tests for MFA controller functionality
- Tested MFA setup flow with QR code generation
- Verified OTP validation and backup code generation
- Tested login flow with MFA enabled/disabled

## Checklist:

- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [ ] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [ ] 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 <pranav@chatwoot.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-09-18 20:19:24 +05:30
Shivam Mishra
79b93bed77
feat: SAML authentication controllers [CW-2958] (#12319) 2025-09-10 20:02:27 +05:30
Cayo P. R. Oliveira
c6f9e814c2
feat: add customizable signature position and separator options (#78)
* feat: add customizable signature position and separator options

* fix: correct default value note for signatureSeparator and ensure reactivity

* fix: correct watcher boolean conversion and add immediate ui_settings updates

- Fix watchers to convert string props to boolean values for reactive refs
- Add immediate event handlers for switch changes to update ui_settings in real-time
- Ensure proper synchronization between switch states and user.ui_settings

Co-Authored-By: cayo@fazer.ai <cayoproliveira@gmail.com>

* fix: split signature content and ui_settings updates to resolve persistence bug

- Use updateUISettings store action for signature_position and signature_separator
- Keep updateProfile for message_signature content only
- Fixes FormData serialization issue that corrupted nested ui_settings object
- Add diagnostic logging to verify data flow

Co-Authored-By: cayo@fazer.ai <cayoproliveira@gmail.com>

* clean: remove diagnostic console logging from updateSignature method

- Remove temporary console.log statements added for verification
- Keep core implementation that splits signature content and ui_settings updates
- Keep console.error for proper error handling with eslint-disable comment
- Implementation now ready for production use

Co-Authored-By: cayo@fazer.ai <cayoproliveira@gmail.com>

* fix: updateUISettings call in updateSignature method

* chore: move signature application to send-time and add button highlighting (#79)

* fix: move signature application from editor manipulation to send-time

- Remove addSignature/removeSignature/toggleSignatureInEditor from WootWriter
- Remove signature logic from draft handling and canned response insertion
- Apply signatures only in getMessagePayload during message sending
- Add button highlighting for signature toggle when activated
- Prevents signature duplication and persistence in editor content
- Fixes signature position toggle bug

Co-Authored-By: cayo@fazer.ai <cayoproliveira@gmail.com>

* fix: escape signature separator to prevent markdown setext heading interpretation

- Escape '--' separator as '\--' in appendSignature to prevent H2 heading creation
- Update removeSignature to handle escaped separators correctly
- Fixes signature separator being rendered as markdown instead of plain text
- Refactor nested ternary to fix ESLint error

Co-Authored-By: cayo@fazer.ai <cayoproliveira@gmail.com>

* fix: prevent signature separator markdown interpretation in message processing

- Add fix_signature_separator_markdown method to escape '--' separators
- Update ensure_processed_message_content to fix separators before saving
- Prevents signature separators from being interpreted as setext headings
- Ensures correct message display in channels and email notifications

Co-Authored-By: cayo@fazer.ai <cayoproliveira@gmail.com>

* fix: update separator format to use \n--\n instead of escaping

- Change separator delimiter from '\--' to '\n--\n' format
- Update removeSignature function to handle new separator format correctly
- Simplify message processing since separators are already properly formatted
- Ensures consistent separator handling across frontend and backend

Co-Authored-By: cayo@fazer.ai <cayoproliveira@gmail.com>

* fix: update signature delimiter format to include extra new lines

* chore: remove comment about signature application logic

* refactor: remove unused method and comments related to signature separator markdown processing

* chore: simplify slash command detection by using updatedMessage directly

* refactor: remove signature logic from draft message handling

* refactor: simplify body empty check by removing signature manipulation logic

---------

Co-authored-by: Devin AI <158243242+devin-ai-integration[bot]@users.noreply.github.com>
Co-authored-by: cayo@fazer.ai <cayoproliveira@gmail.com>

* refactor: extract signature settings logic into a separate method

* fix: handle nil ui_settings in signature position and separator methods

* fix: update return value of findSignatureInBody to include position information

* fix: update signature handling in findSignatureInBody and related methods

* fix: adjust delimiter length handling in removeSignature function

* test: add cases for appending, removing, and replacing signatures with various separators

* test: add cases for signature position and separator handling

* test: add cases for updating signature position and separator in ui_settings

* fix: correct typo in comment for findSignatureInBody function

* refactor: simplify translation function calls in MessageSignature component

* chore: refactoring

* chore: refactor

* feat: switch -> select

* chore: refactor and undo changes

* chore: refactor and undo changes

* chore: refactor

* fix: remove old select component usage

* chore: remove useless style

---------

Co-authored-by: Devin AI <158243242+devin-ai-integration[bot]@users.noreply.github.com>
Co-authored-by: gabrieljablonski <contact@gabrieljablonski.com>
2025-08-17 23:01:41 -03:00
Sojan Jose
bc42aec68e
chore: upgrade ruby version to 3.4.4 (#11524)
- Chore upgrade ruby version to 3.4.4 before we migrate to rails 7.2
over #11037
2025-05-21 19:40:07 +05:30
Gabriel Jablonski
52a55827c3 chore: lint files (#2)
* chore: lint files

* chore: suppress warning

* chore: disable suggest extensions

* chore: do not stage changes in pre-commit

* chore: remove git add from FE lint and `-a` flag from rubocop on husky
2025-04-03 23:28:38 -03:00
Sojan Jose
1a78a9243f
chore: Clean up report & knowledge base policies (#11234)
- Removes the portal_members table and all associated records
- Updates policies to use custom roles with knowledge_base_manage
permission
- Updates controllers, models, and views to work without portal
membership
- Adds tests for the new permission model
2025-04-03 16:00:32 -07:00
Ryan Kon
762a39330a
fix: use safe nav when downcasing email in from_email (#9139)
Use safe nav when downcasing email in from_email
2024-03-21 18:44:04 +05:30
Shivam Mishra
106319406b
fix: remove rubocop rule (#8985)
* fix: remove rubocop rule

* chore: remove ignore comment

* chore: remove ignore comment
2024-02-22 13:36:15 +05:30
Shivam Mishra
c031cb19d2
fix: downcase email before finding (#8921)
* fix: downcase email when finding

* feat: add `from_email` class

* refactor: use `from_email`

* feat: add rule to disallow find_by email directly

* chore:  remove redundant test

Since the previous imlpmentation didn't do a case-insentive search, a new user would be created, and the error would be raised at the DB layer. With the new changes, this test case is redundant

* refactor: use from_email
2024-02-21 18:51:00 +05:30
Sojan Jose
7776b74126
chore: Apply fixes for items in rubocop_todo [CW-1806] (#8864)
This PR addresses several items listed in our rubocop_todo by implementing the necessary corrections and enhancements. As a result, we are now able to remove the rubocop_todo file entirely, streamlining our codebase and ensuring adherence to our coding standards.

fixes: https://linear.app/chatwoot/issue/CW-1806/chore-rubocop-audit
2024-02-07 13:36:04 +04:00
Shivam Mishra
07ea9694a3
feat: new accounts controller for signup+onboarding (#8804)
* feat: add v2 accounts controller

* feat: allow empty account and user name

* feat: ensure  and  is present for v1 signup

* test: remove validation checks

* chore: apply suggestions

* chore: revert en.yml formatting

* chore: line at EOF

* fix: routes

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2024-02-02 16:10:45 +05:30
Sojan Jose
0805f362d3
chore: Validation for purchased pricing_plan_quantity (#8809)
- Add validations based on purchased pricing_plan_quantity
- Modify the Dashboard to support the new error message
2024-01-30 11:26:07 +04:00
Muhsin Keloth
818424259f
chore: Get all notification API improvments (#8549)
Co-authored-by: Sojan Jose <sojan@chatwoot.com>
2024-01-17 09:02:18 +05:30
Vishnu Narayanan
123fc73394
feat: add audit trail for sign_in and sign_out (#7158)
* feat: add audit_trail for sign_in event

* chore: ignore unrelated User model columns for auditing

* chore: fix prepend call for webhook/automation rule

* chore: add spec for sign_in event

* chore: refactor sign_in auditlog method to enterprise namespace

* feat: add sign_out audit trail

* feat: review comments
2023-05-25 14:27:30 +05:30
Tejaswini Chile
54a809ea54
fix: Case insensitive email match (#6760)
Fixes: https://linear.app/chatwoot/issue/CW-1354/email-id-case-sensitive

Co-authored-by: Sojan <sojan@pepalo.com>
2023-03-28 15:23:41 +05:30
Shivam Mishra
7be2ef3292
feat: Google OAuth for login & signup (#6346)
This PR adds Google OAuth for all existing users, allowing users to log in or sign up via their Google account.

---------

Co-authored-by: Pranav Raj S <pranav@chatwoot.com>
Co-authored-by: Fayaz Ahmed <15716057+fayazara@users.noreply.github.com>
Co-authored-by: Sojan <sojan@pepalo.com>
2023-02-16 11:12:02 +05:30
Pranav Raj S
7044eda281
chore: Add controllers for conversation participants (#6462)
Co-authored-by: Aswin Dev P.S <aswindevps@gmail.com>
Co-authored-by: Sojan Jose <sojan@chatwoot.com>
2023-02-15 16:33:31 -08:00
Tejaswini Chile
48373628a1
fix: Macros authorizations (#5779)
Macros policy update.

ref: #5730
2022-11-07 17:46:00 -08:00
smartdev58
e34e975776
chore: ability to delete user in super admin console
fixes: #4164
2022-10-18 01:05:28 -07:00
Tejaswini Chile
0cee42a9f9
feat: Macros CRUD api (#5047) 2022-07-19 17:37:00 +05:30
Tejaswini Chile
ae59d0a343
feat: CRUD operation for associated articles to current article (#4912) 2022-07-04 20:29:44 +05:30
Tejaswini Chile
ae72757d23
feat: APIs for Articles (#4777)
Fixes: #4802
2022-06-13 15:56:49 +05:30
Pranav Raj S
b9aa4444b3
feat: Allow users to create dashboard apps to give agents more context (#4761) 2022-06-01 11:13:10 +05:30
Tejaswini Chile
938fb887c4
feat: Portal endpoint (#4633) 2022-05-16 13:59:59 +05:30
Muhsin Keloth
1dd0c7249c
fix: Unread notification count in multiple accounts (#4373)
Fixes: #4367
2022-04-04 14:34:01 +05:30
Muhsin Keloth
ccf52a620b
feat: Update notifications and unread count in real time (#4261) 2022-03-28 20:01:23 +05:30
Sojan Jose
9f8e442333
chore: Improve n+1 queries (#4202)
Fixes the n+1 queries that get triggered while accessing agents endpoint
2022-03-17 15:57:32 +05:30
Pranav Raj S
2591a04c0b
chore: Remove message_signature_enabled from users (#3982) 2022-02-15 12:10:53 +05:30
Tejaswini Chile
8821106da9
Fix: Added the backend validation for name (#3878)
- Added the backend validation for name
- Add message size constraint
2022-02-02 14:21:17 -08:00
Tejaswini Chile
e99ea0b582
feat: Email signature API support (#3874) 2022-02-02 19:37:33 +05:30
Sojan Jose
34e8ad9dc5
feat: Unify user and super admin credentials (#3830)
Fixes: #3061, #3489
2022-01-25 16:58:49 -08:00
Aswin Dev P.S
5ee209c079
chore: Fix user email re-confirmation flow (#3581)
Users can change their email from profile settings. They will be logged out immediately. Users can log in again with the updated email without verifying the same. This is a security problem.

So this change enforce the user to reconfirm the email after changing it. Users can log in with the updated email only after the confirmation.

Fixes: https://huntr.dev/bounties/7afd04b4-232e-4907-8a3c-acf8bd4b5b22/
2021-12-16 19:32:49 +05:30
Pranav Raj S
2be71e73dc
feat: Add a view for mentions (#3505)
- Added a new table mentions for saving user mentions
- Added a filter conversation_type in the API
- Added a view to see the mentions
2021-12-09 11:20:14 +05:30
Akhil G Krishnan
b81a9f2010
Chore: Replaced dependent destroy with dependent destroy_async in all models (#3249) 2021-11-18 10:32:29 +05:30
Sojan Jose
3b53ca157c
chore: fix the failing user destroy for admin (#3223)
- fix the invitee association on the user
- handle Instagram events with inbox missing
2021-10-16 00:11:53 +05:30
Sojan Jose
c54aae21ff
chore: Move agent availability to Account level (#3074)
- Move agent availability to the account level
2021-10-07 13:21:46 +05:30
Brandon Wilson
571fefd7cd
fix: Selected agent profile picture in agent multi select (#2949) 2021-09-13 13:43:19 +05:30
Sojan Jose
ad83d1bb71
feat: Platform API improvements (#2900)
- Platform APIs to add and update custom attributes to users
- Platform APIs to delete accounts
- Platform APIs to delete users
2021-09-02 18:29:45 +05:30
Mrunal Selokar
e0535168a0
chore: Removing duplicate callback to create auth token (#2624)
Removed after create callback in user model to create a new access token. This is already being taken care of by AccessTokenable module.

Fixes #2620
2021-07-15 15:24:38 +05:30
Sojan Jose
dd9d5e410c
feat: Add CSAT response APIs (#2503)
Co-authored-by: Pranav Raj S <pranav@chatwoot.com>
2021-06-29 20:59:41 +05:30
Pranav Raj S
30832d8a34
feat: Add APIs to create custom views on the dashboard (#2498) 2021-06-29 19:29:57 +05:30
Muhsin Keloth
3d748aa8d4
chore: Add contact note model (#2462) 2021-06-21 15:16:26 +05:30