Primeira onda do roadmap de indicadores executivos do Grupo Nova. Mede
ADOÇÃO DO CANAL DIGITAL, não a operação total — banner explícito alerta
que reservas fechadas manualmente na recepção ainda não estão capturadas
(Onda 1B vai adicionar marcação manual via botão na conversa).
Backend:
- V2::Reports::ConversionFunnelBuilder — leads (novo/retorno/total),
reservas (criadas != draft, pagas in active/completed/confirmed),
taxas de conversão. Filtro opcional por inbox.
- V2::Reports::InboxBenchmarkingBuilder — uma linha por inbox com
brand_name (via Captain::UnitInbox -> Unit -> Brand)
- Endpoints GET /reports/conversion_funnel e /reports/inbox_benchmarking
- RSpec do ConversionFunnelBuilder
Frontend:
- Rota top-level Reports → Painel Diretoria
- DirectoryDashboard.vue: banner de adoção + filtros + cards + funil + tabela
benchmarking agrupada por marca com variação vs média
- API client getConversionFunnel + getInboxBenchmarking
- i18n EN + PT
Memórias suporte: feedback_metricas_adocao_canal.md + project_painel_diretoria_roadmap.md
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Engrenagem fechada e nomes que casam com o que a métrica mede:
Cards superiores (taxas):
- "Tempo de resolução" -> "Resolvidas pelo bot %"
Tooltip: bot resolveu sozinho (sem humano via Chatwoot ou WhatsApp) / total
- "Taxa de entrega" -> "Transferidas pra humano %"
Tooltip: agora soma auto (Jasmine chamou) + manual (humano respondeu sem
handoff explícito). Junto com a resolução, fecha ~100%.
Cards de detalhe (segunda linha, contagem absoluta):
- "Resolvidas pelo bot" — quantas o bot fechou sozinho
- "Transferência automática (Jasmine)" — bot_handoff explícito (loop, timeout,
max turns, intent)
- "Tomada manual (agente)" — humano respondeu (UI ou WhatsApp echo) SEM a
Jasmine ter chamado bot_handoff. Era o "bucket fantasma" antes.
Backend:
- BotMetricsBuilder.metrics inclui bot_resolutions_count, auto_handoffs_count,
manual_takeovers_count
- handoff_rate agora é (auto + manual) / total — daí a engrenagem fechar
- manual_takeovers_count: conversas com mensagem outgoing humana
(sender_type='User' OR NULL) MENOS as que tiveram conversation_bot_handoff
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Bugs originais (tabela Reports → Inbox → unidade específica → Novas × Retorno):
1. Backend recebia sempre inbox_id=1 — useFunctionGetter('inboxes/getInboxById', route.params.id)
passava string crua, não Ref reativa, então o getter ficava travado no ID inicial
2. UX: tab não mostrava qual unidade estava sendo filtrada
Correções:
- InboxReportsShow.vue: passa inboxIdParam computed pra useFunctionGetter (reativo agora)
- Passa inbox.name como prop pro InboxLeadsReport
- InboxLeadsReport.vue: header com título + label "Caixa de entrada: <nome>" no topo
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Mede por inbox/período: leads novos (1ª conversa do contato em qualquer
inbox da rede), retorno (conversa anterior resolved há >24h) e outras
(conversa anterior open ou resolved <24h). Categorias somadas batem com
o conversations_count nativo do report — bucket "outras" garante o
fechamento.
- Novo builder V2::Reports::InboxLeadsSummaryBuilder com CTE única
- Endpoint GET /api/v2/accounts/:id/reports/inbox_leads_summary
- Tabs no InboxReportsShow (Visão Geral | Novas × Retorno)
- Componente InboxLeadsReport com 3 metric cards + barras empilhadas
- API client + Pinia (state/getters/actions/mutations)
- i18n en + pt_BR
- RSpec do builder cobrindo classificação e isolamento por inbox
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Admin configura em Account Settings → Agents → Editar quais inboxes
disparam o banner agressivo (reopened + inatividade) pra cada agente.
- user.ui_settings.aggressive_alert_inbox_ids: null (todas) | [] (nenhuma) | [1,2,3]
- Filtro aplicado no actionCable.feedInactivityTracker, maybeTriggerAggressiveAlert
e no hydrate do AggressiveConversationBanner
- Backend aceita ui_settings no agents#update e serializa em _agent.json.jbuilder
- UI no EditAgent com toggle "todas inboxes" + multiselect
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Banner agressivo passa de uma notificação só ("status→open") pra
um sistema de escalada baseado em inatividade quando o cliente é
o último a falar.
Níveis:
- 5 min sem resposta → AMARELO, sem som
- 15 min sem resposta → LARANJA, beep 1x + notificação do SO
- 28 min sem resposta → VERMELHO pulsante + som em loop infinito
- status→open (reabertura) → VERMELHO imediato
Por conversa, o banner mostra um item com nome do contato, inbox
e contexto ("reabriu agora" / "15 min sem resposta"). Headline
grande e explicação clara sobre como limpa.
Comportamento do × dismiss:
- Antes: apagava o alerta de vez. Agente podia "fingir que viu".
- Agora: esconde temporariamente. Volta quando escalar (próximo
threshold) ou nova mensagem. A única forma de LIMPAR de vez é
responder o cliente (tracker detecta msg outgoing do User ou
AgentBot e chama dismissForReply).
Permissões:
- account.settings.aggressive_alert_enabled (master switch admin)
- user.ui_settings.aggressive_alert_enabled (toggle do próprio agente)
- Default true pros dois; um false em qualquer bloqueia alertas.
Settings UI:
- Conta → General: novo card "Alerta agressivo (master switch)"
- Perfil do usuário: novo card "Receber alertas agressivos"
Arquivos:
- helper/aggressiveAlert.js: multi-level state, hide vs dismiss-for-reply
- helper/inactivityAlertTracker.js: timer único, thresholds declarativos
- helper/actionCable.js: hook em onMessageCreated (feed tracker) +
isAggressiveAlertEnabled() + limpa tracker em status_changed != open
- components/app/AggressiveConversationBanner.vue: variantes de cor,
headline grande, explanation, × temp-hide
- account.rb + accounts_controller.rb: store_accessor + permitted
- settings UI components (account + profile): switches auto-persist
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Banner persistente + som em loop + OS notification + title flash
+ vibração mobile quando conversa transiciona pra 'open' vindo de
pending/snoozed/resolved. Exige interação pra dismissar — atendente
não perde evento de reabertura.
- AggressiveConversationBanner.vue: banner full-width no topo,
dismissable, mostra nome do contato + inbox + status anterior
- aggressiveAlert.js: manager do som (loop infinito), title flash
(intervalo 1s), Notification API (requireInteraction: true),
navigator.vibrate (padrão 500-200-500-200-500)
- actionCable.onStatusChange: detecta transição pra 'open' e dispara
trigger via BUS_EVENTS (só se status anterior ≠ open, pra não
alertar conversa nova criada já em open)
- i18n pt_BR + en: chaves de notificação (title/body/dismiss)
- busEvents: AGGRESSIVE_ALERT_TRIGGER + AGGRESSIVE_ALERT_DISMISS
Camada 1 da feature. Camada 2 (escalation SMS/WhatsApp se não
dismissar em X segundos) fica pra outro PR.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
- RetentionSummaryBadge in the "Previous conversations" sidebar:
tiered status (First contact / Active / Recurring / Sleeping /
At risk / Inactive) + counts of interactions, one-shots, Pix.
- Retention tab in Captain Reports: KpiCards, FlowCard, CohortMatrix
(12x13 heatmap with CSV export).
- Five new filters on the contacts list: recurring, last interaction,
days since, interactions count, reservations paid.
- Full pt_BR + en i18n under CAPTAIN_REPORTS.RETENTION.*
- Spec for InteractionCalculatorService covering gap behavior,
one-shot classification, internal-label exclusion, multi-conversation
grouping across the 30h window.
- Docs: docs/captain-retention-indicators.md with business rules,
column reference, endpoint shape, and backup SQL queries.
Consolida o trabalho desta branch de abril/2026 em um bloco pronto pra
testar em staging antes do merge pra main.
## Correções de memória semântica
- ExtractionService: Princípio Zero + Regra de Ouro (ação consumada vs intenção).
- Cenário Daniela_Reservas: Passo 0 de classificação (consulta/intenção/fora).
## Roleta da Sorte (end-to-end)
- Schema Supabase + 7 RPCs atômicas (server-side, idempotentes).
- Services: Offer, Redeem, WeeklyReport.
- Jobs: OfferRouletteJob (hook em ConfirmationService após Pix pago),
NotifyRevealed + Scheduler de fallback.
- Tool manual GenerateRoletaLinkTool + endpoint público /roleta/notify.
- Dashboard /captain/roleta com Resgate + Relatório + anomaly detection.
## Cenário Reclamacoes_Ouvidoria
- Triagem P1-P4, framework LAST, Three-level listening, Self-check.
- Sem compensação material, detecção de cliente frustrado eleva prioridade.
## Analytics
- Funil de conversão /captain/funnel: 5 etapas via regex, zero LLM.
- Detector de churn via ChurnOutreach* (cron dias úteis 10h-17h BRT).
## Trabalho pré-existente incluído
- Captain Executive Reports (ceo_digest, mattermost_delivery).
- get_reserva_preco_tool, Lifecycle ajustes, Reservations UI polimentos.
## Outros
- .gitignore: patterns pra credenciais.
- Migrations de scenarios idempotentes.
- i18n completa pt_BR+en pra roleta/funnel.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Replaces stub Settings.vue with full implementation: anti-spam guard
form (quiet hours, interval, pause-on-reply, opt-out label) and a
collapsible ConciergeUnitCard per unit (inbox selector, persona name,
knowledge base, key-value variables). Adds CONCIERGE_CONFIGURED /
CONCIERGE_NOT_CONFIGURED i18n keys to en + pt_BR.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Implements Task 13 — replaces the stub History.vue with a real paginated
table filtered by status, and adds DeliveryPreviewModal to show rendered_body.
Also extends i18n keys (TOTAL, PAGINATION, MODAL labels) in en + pt_BR.
Adds CAPTAIN_LIFECYCLE block (en + pt_BR) to captain.json with full
key set for Rules, Wizard, Settings, History and sidebar entry.
Also stages pre-existing uncommitted additions to captain.json from
prior work (KPI, PILLS, QUICK_DATE, CARD, ACTIONS extras for
CAPTAIN_RESERVATIONS) — those were already in the working tree and
belong to the same feature branch.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Arquitetura corrigida: templates agora pertencem à inbox (WhatsApp),
não à unidade PIX (que é uma config financeira, não de mensagens)
- Migration: troca FK captain_unit_id -> inbox_id (up/down explícito)
- Model: belongs_to :inbox; scope for_inbox
- Controller: escopo via account.inboxes.find(inbox_id)
- Rotas: move de captain/units/:id → inboxes/:id/notification_templates
- Scanner job: joins(:conversation).where(conversations: {inbox_id:})
- UI: página /captain/notifications com seletor de inbox no topo
(chips clicáveis, templates carregam por watch no selectedInboxId)
- i18n PT/EN: novas keys INBOX_LABEL, SELECT_INBOX_HINT, EMPTY
Sem o botão na tela de Units, não havia como chegar até a página
de templates de notificação (captain/units/:unitId/notifications).
Adiciona ícone de sino com rota correta + chave i18n PT/EN.
- Adiciona check_in_at/duration_hours ao schema do tool CreateReservationIntent
para que a IA capture o horário EXATO de chegada informado pelo cliente
- Cria captain_notification_templates: label, content, timing_minutes,
timing_direction (before/after), active, position
- Implementa SendNotificationService com interpolação de variáveis
(guest_name, check_in_time, check_out_time, suite_name, unit_name)
- Implementa NotificationScannerJob (Sidekiq-cron a cada 5min) com
janela de tolerância de ±5min e idempotência via metadata JSONB
- API REST: /captain/units/:unit_id/notification_templates (CRUD)
- Store Vuex captainNotificationTemplates + API client
- UI: página de gestão de templates com editor inline e botão '+'
- Configura rota captain_settings_notifications
- i18n PT/EN para todas as strings novas
- Rubocop e ESLint: zero offenses
Replace unit+inbox combined dropdown with inbox-only select.
Add ALL_INBOXES i18n key in pt_BR and en. Units (Pix) are unrelated
to conversation reports.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Implementa a página Relatórios IA com geração de análises semanais
por IA baseadas nas conversas de cada unidade/caixa de entrada.
Funcionalidades:
- Página /settings/captain/reports com dois tabs (Insights IA / Operacional)
- Botão "Gerar Análise" que enfileira job Sidekiq
- Filtro por unidade ou caixa de entrada
- Exibe insights com status (pendente/processando/concluído/falhou)
- Mostra top_topics, ai_failures e period_summary
- Estado vazio com CTA para gerar primeiro relatório
Backend:
- InsightsController com endpoints index/show/generate
- GenerateInsightsJob que processa conversas com LLM
- ConversationInsightService com chunking e merge inteligente
- Migração para adicionar inbox_id à tabela captain_conversation_insights
- Link sidebar "Relatórios IA" em /settings/captain/reports
Frontend:
- Vuex store captainReports com actions/mutations/getters
- API client CaptainReportsAPI (getInsights, generateInsight)
- i18n en e pt_BR para CAPTAIN_REPORTS.*
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* feat: add audio transcoding support for WhatsApp Cloud API
- Introduced `Audio::TranscodeService` to handle audio transcoding to OGG/Opus format.
- Updated `Messages::MessageBuilder` to transcode audio attachments based on `transcode_audio` parameter.
- Enhanced `WhatsappCloudService` to normalize audio content types and send voice flag for recorded audio in OGG format.
- Added utility functions for audio conversion in JavaScript.
- Updated Dockerfile to include FFmpeg for audio processing.
- Added tests for audio transcoding and WhatsApp Cloud service interactions.
* feat: enhance audio handling with transcoding support and error management
* feat: improve audio transcoding error handling and enhance audio recording features
* feat: enhance audio transcoding process and error handling for better reliability
* feat: update recorded audio handling to support boolean and array formats
* 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
# Pull Request Template
## Description
This PR adds support for removing labels from the conversation card
context menu. Assigned labels now show a checkmark, and clicking an
already-selected label will remove it.
Fixes
https://linear.app/chatwoot/issue/CW-6400/allow-removing-labels-directly-from-the-right-click-menuhttps://github.com/chatwoot/chatwoot/issues/13367
## Type of change
- [x] New feature (non-breaking change which adds functionality)
## How Has This Been Tested?
**Screencast**
https://github.com/user-attachments/assets/4e3a6080-a67d-4851-9d10-d8dbf3ceeb04
## 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
- [ ] 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
## Linear Ticket:
https://linear.app/chatwoot/issue/CW-6081/review-feedback
## Description
Assignment V2 Service Enhancements
- Enable Assignment V2 on plan upgrade
- Fix UI issue with fair distribution policy display
- Add advanced assignment feature flag and enhance Assignment V2
capabilities
## Type of change
- [ ] Bug fix (non-breaking change which fixes an issue)
## How Has This Been Tested?
This has been tested using the UI.
## 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
<!-- CURSOR_SUMMARY -->
---
> [!NOTE]
> **Medium Risk**
> Changes auto-assignment execution paths, rate limiting defaults, and
feature-flag gating (including premium plan behavior), which could
affect which conversations get assigned and when. UI rewires inbox
settings and policy flows, so regressions are possible around
navigation/linking and feature visibility.
>
> **Overview**
> **Adds a new premium `advanced_assignment` feature flag** and uses it
to gate capacity/balanced assignment features in the UI (sidebar entry,
settings routes, assignment-policy landing cards) and backend
(Enterprise balanced selector + capacity filtering).
`advanced_assignment` is marked premium, included in Business plan
entitlements, and auto-synced in Enterprise accounts when
`assignment_v2` is toggled.
>
> **Improves Assignment V2 policy UX** by adding an inbox-level
“Conversation Assignment” section (behind `assignment_v2`) that can
link/unlink an assignment policy, navigate to create/edit policy flows
with `inboxId` query context, and show an inbox-link prompt after
creating a policy. The policy form now defaults to enabled, disables the
`balanced` option with a premium badge/message when unavailable, and
inbox lists support click-to-navigate.
>
> **Tightens/adjusts auto-assignment behavior**: bulk assignment now
requires `inbox.enable_auto_assignment?`, conversation ordering uses the
attached `assignment_policy` priority, and rate limiting uses
`assignment_policy` config with an infinite default limit while still
tracking assignments. Tests and i18n strings are updated accordingly.
>
> <sup>Written by [Cursor
Bugbot](https://cursor.com/dashboard?tab=bugbot) for commit
23bc03bf75ee4376071e4d7fc7cd564c601d33d7. This will update automatically
on new commits. Configure
[here](https://cursor.com/dashboard?tab=bugbot).</sup>
<!-- /CURSOR_SUMMARY -->
---------
Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
* feat(scheduled-messages): add WhatsApp templates
* fix: update inboxId prop type to accept both Number and String; localize template labels in conversation.json
When businesses use WhatsApp Business App (co-existence mode) or
Instagram App or TikTok alongside Chatwoot, messages sent from the
native apps were not synced properly back to Chatwoot. This left agents
with an incomplete conversation history and no visibility into responses
sent outside the dashboard. Additionally, if these echo messages did
arrive, they appeared as "Sent by: Bot" in the UI since they had no
sender, making it confusing for agents.
This PR subscribes to WhatsApp `smb_message_echoes` webhook events and
routes them through the existing service with an `outgoing_echo` flag,
mirroring how Instagram already handles echoes. On the Instagram side,
echo messages now also carry the `external_echo` content attribute and
`delivered` status.
On the frontend, messages with `externalEcho` are distinguished from bot
messages showing a "Native app" avatar and an advisory note encouraging
agents to reply from Chatwoot to maintain the service window.
<img width="1518" height="524" alt="CleanShot 2026-01-29 at 13 37 57@2x"
src="https://github.com/user-attachments/assets/5aa0b552-6382-441f-96aa-9a62ca716e4a"
/>
Fixes
https://linear.app/chatwoot/issue/CW-4204/display-messages-not-sent-from-chatwoot-in-case-of-outgoing-echo
Fixes
https://linear.app/chatwoot/issue/PLA-33/incoming-from-me-messages-from-whatsapp-business-app-are-not-falling
* chore: update scheduled messages author association to nullable and adjust related specs
* chore: update sender handling for WhatsApp messages and add external sender name
