Commit Graph

295 Commits

Author SHA1 Message Date
gabrieljablonski
8fcef79847 Merge branch 'chatwoot/develop' into chore/merge-upstream-4.12.0 2026-03-20 00:27:45 -03:00
gabrieljablonski
d3ce2a4cf9 Merge branch 'main' into chore/merge-upstream-4.12.0 2026-03-19 23:24:55 -03:00
Cayo P. R. Oliveira
c6bfd1eed3
feat: schedule messages recurrence (#240)
* feat(scheduled-messages): add recurring scheduled messages

Implements the recurring scheduled messages feature allowing agents to
configure recurrence rules when scheduling messages, with automatic
creation of subsequent scheduled messages after each send.

Backend:
- RecurringScheduledMessage model with JSONB recurrence_rule validation
- RecurrenceCalculatorService for next occurrence date calculation
- RecurrenceDescriptionService for human-readable rule descriptions
- CreateNextOccurrenceService for auto-creating child ScheduledMessages
- RecurringScheduledMessagesController with CRUD operations
- RecurringScheduledMessagePolicy for authorization
- Modified SendScheduledMessageJob to handle recurrence after send
- Updated due_for_sending scope to exclude resolved conversations
- ActionCable events for real-time updates
- Activity message i18n (en + pt-BR)

Frontend:
- RecurrenceDropdown.vue with contextual shortcut options
- RecurrenceCustomModal.vue for custom recurrence configuration
- RecurringScheduledMessageItem.vue for sidebar display
- Integration into ScheduledMessageModal.vue
- Updated ScheduledMessages.vue with recurrence section and filtering
- Vuex store module for recurring scheduled messages
- API client for CRUD operations
- WebSocket handlers in actionCable.js
- recurrenceHelpers.js utility functions
- i18n keys for en and pt-BR

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* fix(recurring-messages): fix creation and edit visibility

- Fix API payload key mismatch (snake_case vs camelCase) in modal submit
- Add status: 'active' to recurring creation payload
- Fix strong params to permit recurrence_rule array fields (week_days)
- Cast string values from strong params to integers for JSONB validation
- Show RecurrenceDropdown when editing (remove isEditing gate)
- Populate recurrenceRule from scheduled message's recurring parent
- Include recurring_scheduled_message_id and recurrence_rule in
  scheduled message jbuilder response

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* fix(recurring-messages): fix dropdown toggle and locale tag errors

- Use DropdownItem :click prop instead of @click to use the injected
  closeMenu from DropdownContainer context (default slot doesn't
  expose toggle)
- Normalize locale from pt_BR to pt-BR for Intl.DateTimeFormat
  compatibility in RecurringScheduledMessageItem

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat(recurring-messages): add separator line and expandable history

- Add border separator between recurring messages section and
  pending/draft messages, matching the history section separator
- Replace static 'N enviadas' counter with clickable toggle that
  expands to show individual sent/failed child messages with
  status badges and formatted timestamps

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat(recurring-messages): add click-to-navigate on sent children

Make sent child messages in recurring message history clickable.
Clicking navigates to the actual message in the conversation using
the messageId query param, same pattern as ScheduledMessageItem.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat(recurring-messages): allow editing recurring messages

- Add edit button to RecurringScheduledMessageItem (active only)
- Transform recurring message into scheduledMessage-compatible shape
  with recurring_scheduled_message_id set, so the modal reuses
  the existing update path
- Handle edge case of removing recurrence from a recurring message
  (cancels series without trying to update a non-existent standalone)
- Sent history is preserved by the backend update action

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* fix(recurring-messages): show recurrence field without date selection

Remove v-if="scheduledDate" gate so the recurrence dropdown is
always visible in the modal. Falls back to today's date for
contextual shortcut labels when no date is selected yet.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* fix(recurring-messages): ensure recurrence visible on edit and add pending_scheduled_message to API

- Add pending_scheduled_message to recurring_scheduled_message jbuilder
  so REST API data matches WebSocket push_event_data
- Add fallback in openEditRecurringModal to find pending child from
  scheduled_messages array when pending_scheduled_message is absent
- Add same fallback in nextSendLabel computed

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* fix(scheduled-messages): add sections for Drafts and Pending messages in the UI

* refactor(scheduled-messages): merge RecurringScheduledMessageItem into ScheduledMessageItem

Consolidate the recurring message card into the existing
ScheduledMessageItem component instead of maintaining a separate
component. The unified component detects recurring messages via
recurrence_rule and conditionally shows:
- Recurrence description header with repeat icon
- Next send time label
- Expandable sent/failed children history with click-to-navigate
- Stop button (replaces delete) with confirmation modal
- Active/completed/cancelled status badges

Delete the now-unused RecurringScheduledMessageItem.vue.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* fix(scheduled-messages): use blue badge for active, keep green for sent

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* fix(scheduled-messages): remove draft and pending sections from UI and update recurrence title

* fix(recurring-messages): use Teleport for recurrence dropdown

Replace DropdownContainer with Teleport-based floating dropdown so
options render outside the modal. Fixes:
- Dropdown no longer enlarges the modal or causes scrolling
- Dropdown closes before Custom modal opens (no overlap)
- Auto-detects available space and opens above/below trigger

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* fix(recurring-messages): recalculate next date when recurrence rule changes

When editing a recurring message and changing the recurrence rule,
the pending occurrence date is now validated against the new rule.
If the user-provided date doesn't match (e.g. Thursday removed from
weekly days), the system computes the next valid date using
RecurrenceCalculatorService instead of blindly using the old date.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* fix(scheduled-messages): resolve deprecated onClose and disabled type warnings

- Replace :on-close prop with @close event on woot-modal components
- Cast hasTemplate computed to boolean to fix disabled prop type check

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* fix(scheduled-messages): replace remaining deprecated on-close props

- ScheduledMessages.vue delete confirm modal
- RecurrenceCustomModal.vue modal

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* fix(recurring-messages): address review feedback on PR #240

- Fix v-if/v-else bug hiding message list behind resolved warning
- Fix occurrences_sent incrementing on failed sends (skip_increment flag)
- Fix compute_next_valid_date using .min instead of .max
- Fix Vuex delete action to update state on cancel (not remove)
- Use atomic update_counters for occurrences_sent increment
- Add safe Date.iso8601 parsing with rescue in should_complete?
- Add null: false to occurrences_sent migration column
- Fix pt-BR accent: Recorrencia → Recorrências
- Use I18n.with_locale(account.locale) for all activity messages
- Fix N+1 in jbuilder partials (Ruby filtering + eager loading)
- Add interval >= 1 validation to RecurrenceCustomModal isValid
- Validate recurrence_rule presence when status is active
- Add ISO8601 date format validation for end_date
- Add unknown_agent i18n key for fallback

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* fix(recurring-messages): wrap create/update in transactions, clean pending on deactivation

- Wrap create and update flows in ActiveRecord transactions
- Move attachment purge after save! to prevent data loss on validation failure
- Destroy pending children when status transitions to non-active
- Fixes critical bug where stopping recurrence could leave armed pending messages

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* fix(recurring-messages): prevent monthly/yearly day-of-month drift

Store the original intended day in recurrence_rule JSONB as month_day
(for monthly) and year_day/year_month (for yearly). The calculator
now uses these stored values instead of @last_date.day, preventing
drift after short months cap the day (e.g., Jan 31 → Feb 28 → all
subsequent months stuck on 28).

Backend:
- RecurrenceCalculatorService: use rule[:month_day] for monthly and
  rule[:year_day]/rule[:year_month] for yearly calculations
- Controller: permit and cast the new integer keys

Frontend:
- recurrenceHelpers: yearly shortcuts include year_day/year_month
- RecurrenceCustomModal: emit month_day for monthly day_of_month
  rules and year_day/year_month for yearly rules

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* fix(recurring-messages): i18n description services, align due_for_sending scope

Backend:
- RecurrenceDescriptionService: replace hardcoded English with I18n.t()
  calls; accept locale parameter and use I18n.with_locale
- RecurringScheduledMessage model: pass account locale to description service
- ScheduledMessage: align due_for_sending? instance method with scope by
  checking conversation status (open/pending)

Frontend:
- buildRecurrenceDescription: use t() i18n function instead of manual
  isPt locale branching
- Add DESCRIPTION i18n keys to en/conversation.json and pt_BR/conversation.json
- Update RecurrenceDropdown and ScheduledMessageItem callers to pass t

i18n:
- Add recurring_scheduled_messages.description.* keys to en.yml and pt_BR.yml

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* fix(recurring-messages): keep pending child when deactivating recurrence

When editing a recurring message to disable recurrence while setting a
future send date, the pending child message is now preserved instead of
being destroyed. This allows a 'final send' without creating new
recurrences (the send job already guards with recurring&.active?).

Backend:
- Add update_pending_on_deactivation: updates pending child's
  scheduled_at or creates a final pending occurrence
- Replace destroy_all in update's non-active branch

Frontend:
- activeRecurringMessages now includes non-active recurring messages
  that still have a pending child (pending_scheduled_message)
- Stop button hidden for already-cancelled recurring messages
- inactiveRecurringMessages excludes messages with pending children

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* fix(recurring-messages): prevent removing recurrence from existing recurring message

Once a scheduled message has recurrence, the 'Does not repeat' option is
hidden from the RecurrenceDropdown when editing. This avoids edge cases
where deactivating recurrence leaves the message in an ambiguous display
state.

- RecurrenceDropdown: add hideNoRepeat prop, filter NO_REPEAT from shortcuts
- ScheduledMessageModal: pass hideNoRepeat when isEditingRecurring
- Revert update_pending_on_deactivation (no longer reachable from UI)

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* fix(recurring-messages): address CodeRabbit review feedback

- ScheduledMessage#push_event_data: expose recurring_scheduled_message_id
  in ActionCable payloads so frontend correctly classifies children
- RecurringScheduledMessagePolicy: add agent_bot? check for parity with
  ScheduledMessagePolicy
- RecurrenceCalculatorService: guard against nil/empty week_days
- Factory: bind inbox and account to conversation to prevent cross-account
  flakiness in specs

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* fix(recurring-messages): update schema to enforce non-null constraint on occurrences_sent

---------

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
Co-authored-by: gabrieljablonski <contact@gabrieljablonski.com>
2026-03-19 22:51:14 -03:00
Cayo P. R. Oliveira
8ffdc16faf
fix(schedule): enhance attachment handling in scheduled message modal (#239)
* fix(schedule): enhance attachment handling in scheduled message modal

* fix(schedule): enable attachment removal in scheduled message updates
2026-03-19 22:45:21 -03:00
Gabriel Jablonski
a996b920e8
feat: group conversations (#228)
* feat: add group and conversation types to contacts and conversations, and implement conversation group membership model

* chore: add factory and specs for conversation group member model

* chore: add group type checks and associations for contacts and conversations

* refactor: remove scopes from ConversationGroupMember model

* refactor: remove scopes from ConversationGroupMember model specs

* refactor: enhance conversation type migration with concurrent indexing

* feat: add is_active index and scopes to ConversationGroupMember model

* feat: implement GroupConversationHandler for managing group conversations

* feat: add group_type attribute to contact creation

* fix: update WHATSAPP_CHANNEL_REGEX to allow up to 20 digits to handle group jid

* feat: handle group JID format in remote_jid method

* chore: update group contact info when finding or creating group contact

* chore: refactor and implement contact message handling and message creation logic for baileys single contact conversation

* feat: implement group message handling and metadata fetching in WhatsApp service

* chore: add spec for group type handling in contact creation for individual and group contacts

* chore: add specs for test scopes in conversation group members

* chore: update documentation for sender phone extraction in group conversation handler

* chore: move GroupConversationHandler concern to correct dir

* chore: implement specs for recipient_id handling to individual and group contacts

* chore: add group message handling specs for incoming messages

* chore: enhance group message handling to prevent race conditions

* chore: add group_metadata method to with error handling

* chore: add test for sending messages to group recipients in WhatsappBaileysService

* chore: raise error for unsuccessful response in group_metadata method

* chore: adds tests for group metadata retrieval and error handling

* chore: refactor build_sender_contact_attributes to avoid double call methods

* chore: update error handling for attachment download failure in message creation

* chore: optimize update_contact_info method to use compact hash for updates

* chore: simplify find_or_create_sender_contact method return values

* chore: rename group and individual contact message handlers

* chore: remove pointless comments from group contact message handler methods

* chore: refine sender JID extraction logic to remove unnecessary checks

* chore: remove phone number in spec for group contact attributes

* chore: implement sync_group route

* chore: implement get group_members route

* fix: sync_group participants creation handling

* chore: update contact avatar handling in group message processing

* chore: move sync_group functionality for conversation model

* feat: add sync_group action to ConversationsController and route

* fix: set contact name to phone in group message processing

* chore: refine group member retrieval logic in sync_group service and view

* feat: implement group participants update handling

* feat: implement group updates handling and localization for group activities

* chore: add handling for group membership requests and icon changes

* chore: add authorization for sync_group action in ContactsController

* chore: add sync_group endpoint specs for contact management

* chore: add authorization for sync_group action in ConversationsController

* chore: add specs for sync_group endpoint in ConversationsController

* chore: refactor index action in GroupMembersController for improved conversation filtering

* chore: add request specs for group_members endpoint in ContactsController

* chore: add specs for sync_group method in Conversation model

* chore: add specs for sync_group method in Channel::Whatsapp model

* chore: remove comments in find_or_create_group_conversation method

* chore: add specs for Contacts::SyncGroupService to validate group contact behavior

* chore: add specs for Whatsapp::BaileysHandlers::GroupsUpdate to validate group updates

* chore: add specs for Whatsapp::BaileysHandlers::GroupParticipantsUpdate to handle group participant actions

* chore: add fallback for identifier when contact has no phone_number in SendOnWhatsappService

* chore: add specs for group membership request and icon change handling in MessagesUpsert

* chore: add specs for sync_group method to handle group metadata and participant updates

* chore: update sync_group method to retrieve group members and adjust JSON response

* chore: update conversation query to filter by group type in GroupMembersController

* chore: update conversation creation in group_members_controller_spec to specify conversation_type as group

* chore: update find_or_create_group_conversation to include pending conversations

* chore: refactor sync_group method and enhance specs for group conversation handling

* feat: add GroupEventHelper module for managing group activities and contacts

* chore: refactor group contact inbox and conversation creation methods in group handlers

* chore: remove unnecessary check for blank participant contacts in sync_group_members method

* feat: implement message receipt update handling for WhatsApp integration

* chore: resolve rubocop rule for update_last_seen_at method

* chore: update swagger with endpoints for syncing group information and listing group members

* chore: integrate Contacts::SyncGroupService in group members controller, enhance error handling and update swagger

* chore: include participant information in reaction and quoted message keys for send message in group conversations

* chore: enhance whatsapp_baileys_service with participant handling for message keys

* feat: add skill for writing RSpec tests in the project

* fix: update recipient_id logic to directly use contact identifier for group contacts

* chore: implement group stub message handling for membership requests and icon changes

* fix: update whatsapp inbox source_id validation regex spec

* chore: fix spec for contact syncing group

* chore: remove readTimestamp handling and related tests for message read updates in group

* Cayo oliveira/cu 86af01932/4 backend gerenciamento dos grupos (#221)

* feat: add is_active index and scopes to ConversationGroupMember model

* feat: implement GroupConversationHandler for managing group conversations

* feat: add group_type attribute to contact creation

* fix: update WHATSAPP_CHANNEL_REGEX to allow up to 20 digits to handle group jid

* feat: handle group JID format in remote_jid method

* chore: update group contact info when finding or creating group contact

* chore: refactor and implement contact message handling and message creation logic for baileys single contact conversation

* feat: implement group message handling and metadata fetching in WhatsApp service

* chore: add spec for group type handling in contact creation for individual and group contacts

* chore: add specs for test scopes in conversation group members

* chore: update documentation for sender phone extraction in group conversation handler

* chore: move GroupConversationHandler concern to correct dir

* chore: implement specs for recipient_id handling to individual and group contacts

* chore: add group message handling specs for incoming messages

* chore: enhance group message handling to prevent race conditions

* chore: add group_metadata method to with error handling

* chore: add test for sending messages to group recipients in WhatsappBaileysService

* chore: raise error for unsuccessful response in group_metadata method

* chore: adds tests for group metadata retrieval and error handling

* chore: refactor build_sender_contact_attributes to avoid double call methods

* chore: update error handling for attachment download failure in message creation

* chore: optimize update_contact_info method to use compact hash for updates

* chore: simplify find_or_create_sender_contact method return values

* chore: rename group and individual contact message handlers

* chore: remove pointless comments from group contact message handler methods

* chore: refine sender JID extraction logic to remove unnecessary checks

* chore: remove phone number in spec for group contact attributes

* chore: implement sync_group route

* chore: implement get group_members route

* fix: sync_group participants creation handling

* chore: update contact avatar handling in group message processing

* chore: move sync_group functionality for conversation model

* feat: add sync_group action to ConversationsController and route

* fix: set contact name to phone in group message processing

* chore: refine group member retrieval logic in sync_group service and view

* feat: implement group participants update handling

* feat: implement group updates handling and localization for group activities

* chore: add handling for group membership requests and icon changes

* chore: add authorization for sync_group action in ContactsController

* chore: add sync_group endpoint specs for contact management

* chore: add authorization for sync_group action in ConversationsController

* chore: add specs for sync_group endpoint in ConversationsController

* chore: refactor index action in GroupMembersController for improved conversation filtering

* chore: add request specs for group_members endpoint in ContactsController

* chore: add specs for sync_group method in Conversation model

* chore: add specs for sync_group method in Channel::Whatsapp model

* chore: remove comments in find_or_create_group_conversation method

* chore: add specs for Contacts::SyncGroupService to validate group contact behavior

* chore: add specs for Whatsapp::BaileysHandlers::GroupsUpdate to validate group updates

* chore: add specs for Whatsapp::BaileysHandlers::GroupParticipantsUpdate to handle group participant actions

* chore: add fallback for identifier when contact has no phone_number in SendOnWhatsappService

* chore: add specs for group membership request and icon change handling in MessagesUpsert

* chore: add specs for sync_group method to handle group metadata and participant updates

* chore: update sync_group method to retrieve group members and adjust JSON response

* chore: update conversation query to filter by group type in GroupMembersController

* chore: update conversation creation in group_members_controller_spec to specify conversation_type as group

* chore: update find_or_create_group_conversation to include pending conversations

* chore: refactor sync_group method and enhance specs for group conversation handling

* feat: add GroupEventHelper module for managing group activities and contacts

* chore: refactor group contact inbox and conversation creation methods in group handlers

* chore: remove unnecessary check for blank participant contacts in sync_group_members method

* chore: update swagger with endpoints for syncing group information and listing group members

* chore: integrate Contacts::SyncGroupService in group members controller, enhance error handling and update swagger

* fix: update recipient_id logic to directly use contact identifier for group contacts

* chore: implement group stub message handling for membership requests and icon changes

* fix: update whatsapp inbox source_id validation regex spec

* chore: fix spec for contact syncing group

* fix: optimize update_last_seen_at method to use update_columns

* feat: Implement full frontend and backend support for group conversations

- Added PRD for group conversations detailing frontend and backend requirements.
- Created new Baileys TypeScript definitions for group-related functions.
- Renamed `conversation_type` to `group_type` in the database and updated all references.
- Implemented API serialization for `group_type` in conversation and contact responses.
- Developed Vuex store module for managing group members.
- Created UI components for group management, including group creation, member management, and metadata editing.
- Integrated @mention functionality for group conversations and real-time updates via ActionCable.

* feat: [US-001] - Rename conversation_type to group_type on conversations

- Add migration to rename column and indexes
- Update Conversation model enum to group_type
- Update GroupConversationHandler concern
- Update controllers (contacts, group_members)
- Update all backend specs

* chore: mark US-001 complete, update progress log, fix rubocop annotation

* feat: [US-002] - Serialize group_type fields in API responses

* feat: [US-003] - Add group_type filter to conversations index

* feat: [US-004] - Add group_type to filter_keys.yml and FilterService

* feat: US-005 - Backend group creation endpoint

- Add POST /api/v1/accounts/:account_id/groups endpoint
- Add Groups::CreateService to orchestrate Baileys group creation
- Extend WhatsappBaileysService and BaseService with group management methods
- Add routes for group members, metadata, invite, and join requests
- Returns 403 when agent lacks inbox access, 422 when provider is unavailable

* feat: US-006 - Backend add/remove members and role management endpoints

- Add create/destroy/update actions to GroupMembersController
- Delegate group management methods from Channel::Whatsapp to provider_service
- create adds members via Baileys and creates ConversationGroupMember records
- destroy removes a member by ID and sets is_active false
- update promotes/demotes a member and updates their role

* feat: US-007 - Backend group metadata update endpoint

- Add PATCH /contacts/:id/group_metadata endpoint
- Updates group subject via Baileys and syncs contact name
- Updates group description via Baileys and syncs additional_attributes.description
- Returns 422 when provider is unavailable

* feat: US-008 - Backend invite link management endpoints

- Add GET /contacts/:id/group_invite to retrieve current invite code/url
- Add POST /contacts/:id/group_invite/revoke to revoke and get new invite code/url
- Returns 422 when provider is unavailable

* feat: US-009 - Backend join request management endpoints

- Add GET /contacts/:id/group_join_requests to list pending join requests
- Add POST /contacts/:id/group_join_requests/handle to approve/reject requests
- Uses request_action param to avoid conflict with Rails reserved params[:action]
- Returns 422 when provider is unavailable

* feat: US-010 - Extend MentionService for contact mentions

- Extract mention://contact/ID/Name URIs from message content
- Store mentioned contact IDs in message.content_attributes[mentioned_contacts]
- Existing user/team mention handling unchanged

* feat: US-011 - Frontend API clients for all group endpoints

- Add app/javascript/dashboard/api/groupMembers.js
- Exports 11 methods: getGroupMembers, syncGroup, createGroup, updateGroupMetadata,
  addMembers, removeMembers, updateMemberRole, getInviteLink, revokeInviteLink,
  getPendingRequests, handleJoinRequest

* feat: US-012 - Frontend Vuex store module groupMembers

- Add groupMembers store module with fetch, sync, addMembers, removeMembers, updateMemberRole actions
- Add SET_GROUP_MEMBERS and SET_GROUP_MEMBERS_UI_FLAG mutation types
- Register module in store index

* feat: US-013 - Frontend i18n keys for group features

- Add groups.json with keys for group info, filter, creation modal, metadata editing, invite link, member management, join requests, and mention dropdown
- Register groups.json in i18n locale en/index.js

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* feat: US-014 - Frontend group_type filter in ConversationBasicFilter

- Add chatGroupTypeFilter state, getter, mutation, and action to conversations store
- Add getChatGroupTypeFilter getter
- Add group_type param to ConversationApi.get()
- Add Type filter section to ConversationBasicFilter with All/Individual/Group options
- Persist group_type to UI settings under conversations_filter_by.group_type
- Restore group_type from UI settings on page load
- Include groupType in conversationFilters and pass as group_type param to API

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* feat: US-013 - Frontend — i18n keys for group features (en + pt-BR)

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: [US-014] - Frontend — add group_type filter to ConversationBasicFilter

All implementation was already in place from prior work:
- ConversationBasicFilter.vue has Type section with All/Individual/Group options
- ChatList.vue handles group_type in conversationFilters and restores from UI settings
- Store has setChatGroupTypeFilter action, getChatGroupTypeFilter getter
- API maps groupType → group_type query param

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-015 - Frontend — add group_type to advanced filter system

- Add GROUP_TYPE to CONVERSATION_ATTRIBUTES in filterHelper.js
- Add group_type filter definition in provider.js (components-next)
- Add group_type to legacy advancedFilterItems/index.js and filterAttributeGroups
- Add group_type to automationHelper conditionFilterMaps
- Add group_type to customViewsHelper getValuesForFilter
- Add group_type options to ChatList setParamsForEditFolderModal
- Add GROUP_TYPE i18n key in en and pt_BR advancedFilters.json

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-016 - Frontend — GroupContactInfo basic display

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-017 - Frontend — GroupContactInfo sync button

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-018 - integrate GroupContactInfo in ContactPanel

- Import GroupContactInfo component
- Conditionally render GroupContactInfo when group_type === 'group'
- Keep ContactInfo for individual conversations (no regression)
- Dynamic sidebar title: 'Group' for groups, 'Contact' for individual
- contact_notes and contact_attributes accordion sections unchanged

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-019 - Frontend — group creation UI modal

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-020 - Frontend — member management UI in GroupContactInfo

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-021 - Frontend — group metadata editing UI

Add inline editing for group name, description, and avatar in GroupContactInfo:
- Click group name to edit inline, save on Enter/blur
- Click description to edit inline with textarea, save on blur
- Click avatar to open file picker for upload via contacts/update
- Loading states on all fields during save
- Success/error alerts for all operations
- updateGroupMetadata action added to groupMembers store

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-022 - Frontend — invite link management UI

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-023 - Frontend — join request management UI

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-024 - Frontend — group message bubbles: sender name with color

- Add sender name display above incoming message bubbles in group conversations
- Deterministic color per sender using AVATAR_COLORS palette (name.length % 6)
- Sender name hidden for consecutive messages from the same sender
- Individual conversation bubbles unchanged
- Pass groupWithPrevious and isGroupConversation props through MessageList → Message

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-025 - Frontend — group message bubbles: sender avatar

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: Add Ralph Wiggum AI agent script for managing tool execution and progress tracking

* feat: US-026 - Frontend — @mention dropdown for group conversations

- Create TagGroupMembers.vue component for group member mention suggestions
- Modify Editor.vue: add isGroupConversation/groupContactId props, render
  TagGroupMembers for group non-private context
- Modify ReplyBox.vue: compute isGroupConversation and groupContactId from
  currentChat, pass to WootMessageEditor
- @ mention plugin isAllowed now triggers for group conversations
- In individual conversations or private notes, existing behavior unchanged

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-027 - Frontend — mention rendering in group message bubbles

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-028 - Frontend ActionCable handler for contact.group_synced event

- Backend: Include group_members data in contact.group_synced ActionCable payload
- Frontend: Register contact.group_synced handler in ActionCableConnector
- Frontend: Add setGroupMembers action to groupMembers store for direct commits
- Tests: ActionCable handler spec + groupMembers store spec for new action

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: Update progress tracking for group conversations feature - mark tests as passing

* fix: sender click case mismatch and filter dropdown spacing

- Message.vue: use case-insensitive comparison for sender type check
  (Contact.push_event_data returns 'contact' but SENDER_TYPES.CONTACT is 'Contact')
- ConversationBasicFilter.vue: replace last:mt-4 with flex-col gap-4
  for consistent spacing between all three filter sections

* fix: four bugs found during manual testing review

- ContactPanel.vue: fix i18n key GROUP.INFO.SIDEBAR_TITLE → GROUP.SIDEBAR_TITLE
- groupMembers.js API: fix syncGroup HTTP method GET → POST to match backend route
- group_members_controller.rb: remove SyncGroupService from index action
- filterHelpers.js: add missing group_type case to getValueFromConversation

* docs: update progress with bug fix learnings

* chore: implement group creation functionality in UI components

* chore: add copy invite link functionality and update UI components

* feat: US-041 - Backend — ensure group_type is set on existing contacts and conversations

GroupConversationHandler#update_group_contact_info now sets group_type: :group
on contacts that are incorrectly typed as individual.

GroupConversationHandler#find_or_create_group_conversation updates existing
conversation's group_type to :group if it is currently :individual.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* chore: mark US-041 as complete

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-029 - i18n keys for You badge and group settings (en + pt-BR)

All i18n keys already existed from prior iterations. Verified presence
and updated PRD status.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-030 - fix Baileys API route/method mismatches

Fix on_whatsapp to dig('data') before accessing first element.
Update spec stubs to match { data: [...] } response envelope.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-031 - group_leave, group_setting_update, group_join_approval_mode methods

All methods, delegates, and error handling already implemented.
Verified specs pass.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-032 - persist group settings, invite code, and profile picture during sync

Add try_update_group_avatar to fetch and attach group profile picture
during sync_group. Update spec stubs for profile-picture-url endpoint.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-033 - GroupSettingsController with leave, update, toggle

Controller and routes already implemented. Verified rubocop passes.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-034 - remove inbox_contact_id from provider_config and jbuilder

Already removed in prior iterations. Verified no references remain.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-035 - refactor TagGroupMembers to phone_number matching

Already implemented. Verified excludePhoneNumber prop and filtering.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-036 - remove InboxContact.vue and settings tab

Already removed in prior iterations. Verified no references remain.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-037 - add You badge in GroupContactInfo member list

Already implemented with isOwnMember check and blue badge styling.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-038 - fix inline edit for group name and description

Already implemented with phone number normalization. Verified code.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-039 - group settings section UI with toggles

Already implemented. Settings toggles, API calls, and i18n verified.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-040 - leave group UI with confirmation and auto-resolve

Already implemented. Leave button, confirmation, and API call verified.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-050 - Create GroupMember model and migration

New group_members table with group_contact_id, contact_id, role, is_active.
Unique index on (group_contact_id, contact_id). Associations added to Contact.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-064 - Helper method to find channel from group contact

Add Contact#group_channel to decouple channel lookup from conversations.
Update GroupMembersController and GroupSettingsController to use it.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-052 - Update GroupConversationHandler to use GroupMember

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-057 - Update GroupMembersController to query GroupMember

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-058 - Update GroupSettingsController to not depend on conversations

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-060 - Update group_members jbuilder views

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-059 - Remove group_members association from Conversation model

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-051 - Remove ConversationGroupMember model and table

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* chore: mark all stories complete, update progress

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat(groups): real-time group panel, avatar refresh on icon change, editable name/description

- Add group_type to Conversations::EventDataPresenter#push_data and
  Contact#push_event_data so WebSocket events carry the field, enabling
  the frontend to switch to GroupContactInfo in real-time
- Update handle_icon_change_stub to call try_update_group_avatar with
  force: true, purging the cached avatar and fetching the new one
- Add force parameter to try_update_group_avatar to support re-fetching
- Remove isInboxAdmin gate from name/description editing in
  GroupContactInfo so any user can click to edit (server validates)

* fix(groups): rewrite SyncGroupService and simplify group metadata channel lookup

- Rewrite SyncGroupService to use contact.group_channel directly instead
  of iterating conversations; find or create a conversation for sync
- Simplify GroupMetadataController to use @contact.group_channel instead
  of querying conversations; remove local contact/attribute updates since
  the Baileys API handles persistence via webhook events

* feat(groups): resolve conversations when inbox phone leaves or is removed

- Add resolve_conversations_if_inbox_left to GroupParticipantsUpdate
- Resolves all open/pending conversations when the inbox phone number
  is removed from or leaves a group

* feat(groups): add paginated member list with infinite scroll

- Backend: add pagination to GroupMembersController (page/per_page,
  default 10, ordered admins first); add meta with pagination info
  to the jbuilder response
- Frontend: update groupMembers API to accept page param; add
  APPEND_GROUP_MEMBERS and SET_GROUP_MEMBERS_META mutations; implement
  paginated fetch with append and isFetchingMore flag in store

* feat(groups): support Ctrl+Click on group message sender to open in new tab

- navigateToGroupSender now accepts the event and checks for
  Ctrl/Cmd+Click to open the sender contact in a new tab

* chore(i18n): update leave group confirmation text in en and pt_BR

* fix(groups): handle phone format differences in You badge and admin detection

- Extract phonesMatch helper that compares last 8 digits as fallback,
  handling Brazilian 9th digit discrepancy (e.g. +5587988465072 vs
  +558788465072)
- Apply to both isOwnMember and isInboxAdmin computed properties

* feat(groups): auto-sync members on mount, show existing members immediately

- On mount, fetch existing DB members first so they display instantly
- Then silently attempt a background sync to refresh from WhatsApp
- If sync fails (e.g. WhatsApp disconnected), existing members remain
  displayed without any user-facing error

* fix(groups): pin own member on first page and return inbox phone in meta

The "You" badge was not appearing because the inbox's own member could be
missing from the first paginated page in large groups (admins sorted first).

Backend:
- Pin the inbox's own member at the top of page 1 regardless of sort order
- Return inbox_phone_number in the group members meta response
- Use last-8-digit SQL fallback for Brazilian 9th-digit phone mismatches

Frontend:
- Use meta.inbox_phone_number for the inboxPhone computed
- Fix declaration order to satisfy no-use-before-define lint rule

* fix(groups): fix member action dropdown clipped by overflow container

The promote/demote/remove dropdown menu was invisible because the member
list had `overflow-y-auto max-h-80`, clipping any absolutely-positioned
dropdown rendered inside it.

- Remove overflow container from member list; let the sidebar scroll
- Replace scroll-based infinite loading with IntersectionObserver on a
  sentinel element for cleaner pagination trigger
- All member action logic (promote, demote, remove) was already wired;
  the dropdown is now visible on hover

* fix(groups): keep member action dropdown visible when menu is open

The opacity-0/group-hover classes on the action menu wrapper caused the
DropdownMenu to become invisible as soon as the mouse left the row.
Now the wrapper stays fully opaque while the menu is active.

* fix(groups): move clickaway to member list wrapper to prevent instant close

v-on-clickaway was bound to every member's action div individually.
Clicking the three-dot button on one member fired closeMemberMenu from
all other members' clickaway handlers, closing the menu instantly.

Moved the directive to the single member list container instead.

* feat: add WhatsApp mention conversion (incoming + outgoing)

- New MentionConverterService for bidirectional mention handling
- Incoming: converts @phone/mentionedJid to mention://contact/ URIs
- Outgoing: extracts mention://contact/ URIs into WhatsApp mentions array
- Supports @everyone/todos group mentions
- WhatsApp renderer preserves mention display text instead of raw URI

* fix: preserve mention display text in WhatsApp renderer

mention:// URIs now render as display name text instead of the raw URL
when converting markdown to WhatsApp format

* feat: add @everyone mention option in group conversations

- Everyone item shown at top of mention dropdown
- Searchable by 'all', 'todos', 'everyone' keywords
- i18n keys added for en and pt-BR

* refactor: use Switch component for group settings toggles

- Add disabled prop to Switch component
- Replace custom toggle buttons in GroupContactInfo with Switch
- Loading spinner shown alongside toggle while toggling

* feat(whatsapp): add group sync status tracking (group_left, group_last_synced_at)

* feat(whatsapp): hide group management UI when group_left is true

* fix(groupMembers): include inbox phone number in group members state and sync event

* feat(whatsapp): wrap group settings and leave in Accordion component

* feat(groupMembers): handle group creator modification errors and update error messages

* feat(groupMembers): enhance invite link functionality and clean up UI state after copying

* refactor: remove sync_group functionality from conversations and related specs

* feat(GroupContactInfo): implement scroll-based loading for group members

* docs(swagger): add group API endpoints and remove conversation sync_group

- Remove dead conversation/{id}/sync_group swagger entry and file
- Update group_members.yml with pagination params, POST operation, and $ref schema
- Add swagger for: group_members_member (PATCH/DELETE), group_metadata,
  group_invite, group_invite_revoke, group_join_requests,
  group_join_requests_handle, group_settings, group_settings_leave,
  group_settings_toggle_join_approval, groups/create
- Add group_member schema definition
- Add Groups tag to application tag_groups
- Register all 12 group endpoints in paths/index.yml

* feat(WhatsappBaileysService): enhance mention handling by replacing @DisplayName with @lid/@phone in outgoing text

* feat(groups): move group sync to background job with 15-min cooldown

- Create Contacts::SyncGroupJob that checks group_last_synced_at
  before calling SyncGroupService (skips if < 15 min)
- Controller sync_group now enqueues the job and returns 202 Accepted
- Delete sync_group.json.jbuilder (no longer needed)
- Frontend sync action is fire-and-forget; results via ActionCable
- Auto-trigger sync on conversation select and panel mount
- Remove manual sync button from GroupContactInfo

* fix: show group members list even after leaving group\n\nKeep the members section visible in read-only mode when\ngroup_left is true. Admin actions (add member, promote,\ndemote, remove) remain hidden. Pending Join Requests and\nAdvanced Options also stay hidden.

* fix: disable group name/description/avatar editing when group_left is true

* fix: remove @all mention and fix Enter key in group mention dropdown\n\n- Remove the @all/everyone special mention from TagGroupMembers since\n  no channel provider currently supports mentioning all participants\n- Fix Enter key sending message instead of inserting selected mention\n  in group conversations. The root cause was Editor.vue only emitting\n  toggleUserMention=true for private notes (isPrivate), leaving\n  ReplyBox unaware the group mention dropdown was open. Now also\n  emits for isGroupConversation.\n- Add TagGroupMembers spec covering filtering, exclusion, and emission"

* fix: address PR review feedback for group conversations

- Fix nil safety in group_invites and group_join_requests controllers
  by replacing group_conversation.inbox.channel with @contact.group_channel
- Add before_action guard in group_members_controller to validate
  contact is a group with identifier before create/update/destroy
- Persist metadata locally in group_metadata_controller after
  provider calls (subject -> name, description -> additional_attributes)
- Add server-side allow_group_creation? check in groups_controller
- Add word boundary to mention regex to prevent matching inside words
- Remove useless catch clauses in groupMembers store (try/finally only)
- Default groupType to [] in customViewsHelper to prevent crash
- Fix swagger parameter name mismatch (contact_id -> id) across
  all group endpoint YML files for consistency

* fix: address PR #228 review feedback - strong params, guards, and safety fixes

* fix: dispatch real-time events for Baileys group participant and metadata updates

Both group-participants.update and groups.update handlers were updating
backend data (GroupMember records, Contact attributes) but never
dispatching ActionCable events, leaving the frontend member list and
group metadata stale until manual sync.

Changes:
- Add dispatch_group_synced_event helper to GroupEventHelper concern
- Dispatch CONTACT_GROUP_SYNCED after participant add/remove/promote/demote
- Dispatch CONTACT_GROUP_SYNCED after group subject/description/settings changes
- Frontend: onContactGroupSynced also dispatches contacts/updateContact
  to refresh group name, description and settings in the sidebar

* fix: enhance member menu positioning and close behavior on sidebar scroll

* feat: implement group property updates and enhance toast notifications

* fix: update WhatsApp channel regex to allow optional hyphenated numbers

* feat: implement group admin functionalities including leave, update properties, and toggle join approval

* refactor: simplify group message handling by removing metadata fetching and syncing methods

* chore: remove raph files

* feat: update Portuguese translations for 'Read More' and 'Insert Read More' phrases

* feat: enhance group admin functionalities with join approval and member add modes

* feat: enhance group join request handling by adding removal of handled requests and updating pending join requests

* feat: restrict message sending in announcement mode groups

When a Baileys WhatsApp group has announcement mode enabled (announce=true),
only admin members can send messages. This adds:
- Frontend: disabled editor + banner for non-admin inbox in announcement groups
- Backend: validation in SendOnWhatsappService to reject messages
- Shared phone helper utility extracted from GroupContactInfo
- i18n keys for en and pt_BR

* feat: add group sync job enqueueing and improve avatar update handling

* feat: add functionality to reset invite link and confirm member addition restrictions

* feat: update group name extraction logic to handle nil values

* feat: add inbox admin status handling and update related components

* feat: remove group conversation resolution on leave action

* feat: enhance group sender avatar interaction with tooltip and cursor pointer

* feat: add force option to SyncGroupJob and update related specs

* feat: enhance invite link handling and avatar update logic in group conversations

* chore: remove prd.json

* fix: change group sender name display from block to inline-block for better layout

* feat: add group members loading check and fetch logic in MessagesView and ReplyBox components

* feat: allow id and firstUnreadId props to accept both Number and String types
feat: add vOnClickOutside import to Editor component
feat: enhance Portuguese translations for integrations and settings
fix: change button color in GroupContactInfo component from green to teal

* feat: soft-disabled group conversations with activity tracking

Groups start in a soft-disabled state by default when using Baileys.
Chatwoot still creates group conversations but does not process every
incoming message. Instead, Baileys accumulates group messages and sends
periodic groups.activity webhook events to update last_activity_at.

Backend:
- Add WHATSAPP_GROUPS_ENABLED env var and groups_enabled? class method
- Send groupsEnabled in Baileys connection setup
- Create groups.activity handler to update conversation last_activity_at
- Gate group message processing behind groups_enabled? check
- Expose groups_enabled via inbox API

Frontend:
- Add warning banner with CTA to app.fazer.ai on disabled group conversations
- Disable reply editor for non-private-note mode when groups disabled
- Add i18n strings for en and pt_BR

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: use method for groups disabled banner action to avoid window scope issue

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: broadcast conversation update after groups.activity event

update_columns bypasses ActiveRecord callbacks, so the ActionCable
broadcast was never triggered when last_activity_at changed. Dispatch
a CONVERSATION_UPDATED event explicitly so the sidebar updates in
real-time.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: show unread dot for soft-disabled group conversations with activity

Since soft-disabled groups don't create messages, unread_count is
always 0 and the standard badge won't show. Detect unread state by
comparing last_activity_at > agent_last_seen_at for these groups
and display a teal dot indicator instead of a count badge.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: clear unread dot when agent opens soft-disabled group conversation

The update_last_seen endpoint skipped updating agent_last_seen_at when
there were no unread messages (the throttle path). For soft-disabled
groups that never create messages, this meant the dot indicator could
never be cleared. Add an unseen_activity? check that bypasses the
throttle when last_activity_at > agent_last_seen_at.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: group avatar upload to provider and fix icon change sync

- Route avatar upload through GroupMetadataController to push to WhatsApp
  provider before saving locally
- Add update_group_picture to baileys service and base service
- Fix buildContactFormData crash when social_profiles is undefined
- Make try_update_group_avatar public so GROUP_CHANGE_ICON stub handler
  can call it from outside the service class

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: update specs for group conversations feature changes

- Add groupsEnabled param to setup_channel_provider and handle_channel_error WebMock stubs
- Add group-request-participants-list stub for sync_group tests
- Add group_type to push_event_data expected hash
- Set last_activity_at in throttle tests to prevent unseen_activity? bypass
- Update sync_group delegation expectation to include soft: false
- Stub groups_enabled? in group message handling tests
- Update WhatsApp source_id regex expectation for group contact IDs

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* chore: add settings file for additional directories configuration

* chore: undo unrelated changes

* chore: remove planning doc, fix migration version, fix swagger param consistency

- Remove planejamento-chat-interno.md (unrelated planning document)
- Fix CreateGroupMembers migration API version from 7.0 to 7.1
- Fix swagger.json: normalize group endpoint paths from {contact_id} to {id}
  to match YAML sources and existing contact sub-resource conventions

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: CayoPOliveira <cayoproliveira@gmail.com>
Co-authored-by: Cayo P. R. Oliveira <cayo@fazer.ai>
Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
2026-03-19 21:56:58 -03:00
Tanmay Deep Sharma
a452ce9e84
feat(whatsapp): add webhook registration and status endpoints (#13551)
## Description

Adds webhook configuration management for WhatsApp Cloud API channels,
allowing administrators to check webhook status and register webhooks
directly from Chatwoot without accessing Meta Business Manager.

## Type of change

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


## Screenshots

<img width="1130" height="676" alt="Screenshot 2026-03-05 at 7 04 18 PM"
src="https://github.com/user-attachments/assets/f5dcd9dd-8827-42c5-a52b-1024012703c2"
/>
<img width="1101" height="651" alt="Screenshot 2026-03-05 at 7 04 29 PM"
src="https://github.com/user-attachments/assets/e0bd59f9-2a90-4f24-87c0-b79f21e721ee"
/>



## 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: Muhsin Keloth <muhsinkeramam@gmail.com>
2026-03-16 12:48:16 +05:30
Sojan Jose
42a244369d
feat(help-center): enable drag-and-drop category reordering (#13706) 2026-03-05 12:53:38 +05:30
Sivin Varghese
89da4a2292
feat: compose form improvements (#13668) 2026-03-02 18:27:51 +05:30
Gabriel Jablonski
56c5609ca0
feat: add per-inbox signature management (#226)
* feat: add per-inbox signature management

- Introduced `InboxSignature` model to manage signatures specific to each inbox.
- Added API endpoints for fetching, creating, updating, and deleting inbox signatures.
- Updated UI components to support inbox-specific signatures, including overrides for signature position and separator.
- Implemented a new composable `useInboxSignatures` for managing inbox signatures in the frontend.
- Enhanced existing components to utilize inbox signatures, including the reply box and message signature settings.
- Added tests for the new inbox signatures functionality, ensuring proper behavior of the API and model validations.
- Updated translations for new UI elements related to inbox signatures.

* feat: implement inbox access validation and add related tests

* feat: enhance inbox signatures fetching and management logic
2026-02-26 19:53:03 -03:00
Muhsin Keloth
6be95e79f8
feat(csat): Add WhatsApp utility template analyzer with rewrite guidance (#13575)
CSAT templates for WhatsApp are submitted as Utility, but Meta may
reclassify them as Marketing based on content, which can significantly
increase messaging costs.
This PR introduces a Captain-powered CSAT template analyzer for
WhatsApp/Twilio WhatsApp that predicts utility fit, explains likely
risks, and suggests safer rewrites before submission. The flow is manual
(button-triggered), Captain-gated, and applies rewrites only on explicit
user action. It also updates UX copy to clearly set expectations: the
system submits as Utility, Meta makes the final categorization decision.

Fixes
https://linear.app/chatwoot/issue/CW-6424/ai-powered-whatsapp-template-classifier-for-csat-submissions


https://github.com/user-attachments/assets/8fd1d6db-2f91-447c-9771-3de271b16fd9
2026-02-24 15:11:04 +04:00
Gabriel Jablonski
ce39e54308
feat: add audio transcoding support for WhatsApp Cloud API (#220)
* 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
2026-02-22 16:21:50 -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
9a4c5058f3 Merge branch 'main' into chore/merge-upstream-4.11.0 2026-02-17 23:05:26 -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
Gabriel Jablonski
0de6001b97
feat: add message editing functionality with UI support (#195)
* feat: add message editing functionality with UI support

* feat: enhance message editing with content length validation and context menu adjustments
2026-01-24 23:25:11 -03:00
Shivam Mishra
6a482926b4
feat: new Captain Editor (#13235)
Co-authored-by: Aakash Bakhle <48802744+aakashb95@users.noreply.github.com>
Co-authored-by: Vishnu Narayanan <iamwishnu@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: aakashb95 <aakashbakhle@gmail.com>
2026-01-21 13:39:07 +05:30
gabrieljablonski
6ab1898992 Merge branch 'main' into chore/merge-upstream-4.10 2026-01-16 14:01:53 -03:00
Sivin Varghese
821a5b85c2
feat: Add conversations summary CSV export (#13110)
# Pull Request Template

## Description

This PR adds support for exporting conversation summary reports as CSV.
Previously, the Conversations report incorrectly showed an option to
download agent reports; this has now been fixed to export
conversation-level data instead.

Fixes
https://linear.app/chatwoot/issue/CW-6176/conversation-reports-export-button-exports-agent-reports-instead

## Type of change

- [x] Bug fix (non-breaking change which fixes an issue)
- [x] New feature (non-breaking change which adds functionality)

## How Has This Been Tested?

### Screenshot
<img width="1859" height="1154" alt="image"
src="https://github.com/user-attachments/assets/419d26f4-fda9-4782-aea6-55ffad0c37ab"
/>



## Checklist:

- [x] My code follows the style guidelines of this project
- [x] 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
- [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: Muhsin Keloth <muhsinkeramam@gmail.com>
2026-01-13 12:30:26 +04:00
Shivam Mishra
34b42a1ce1
feat: add global config for captain settings (#13141)
Co-authored-by: aakashb95 <aakashbakhle@gmail.com>
Co-authored-by: Aakash Bakhle <48802744+aakashb95@users.noreply.github.com>
2026-01-12 19:54:19 +05:30
Vinay Keerthi
59cbf57e20
feat: Advanced Search Backend (#12917)
## Description

Implements comprehensive search functionality with advanced filtering
capabilities for Chatwoot (Linear: CW-5956).

This PR adds:
1. **Time-based filtering** for contacts and conversations (SQL-based
search)
2. **Advanced message search** with multiple filters
(OpenSearch/Elasticsearch-based)
- **`from` filter**: Filter messages by sender (format: `contact:42` or
`agent:5`)
   - **`inbox_id` filter**: Filter messages by specific inbox
- **Time range filters**: Filter messages using `since` and `until`
parameters (Unix timestamps in seconds)
- **90-day limit enforcement**: Automatically limits searches to the
last 90 days to prevent performance issues

The implementation extends the existing `Enterprise::SearchService`
module for advanced features and adds time filtering to the base
`SearchService` for SQL-based searches.

## API Documentation

### Base URL
All search endpoints follow this pattern:
```
GET /api/v1/accounts/{account_id}/search/{resource}
```

### Authentication
All requests require authentication headers:
```
api_access_token: YOUR_ACCESS_TOKEN
```

---

## 1. Search All Resources

**Endpoint:** `GET /api/v1/accounts/{account_id}/search`

Returns results from all searchable resources (contacts, conversations,
messages, articles).

### Parameters
| Parameter | Type | Description | Required |
|-----------|------|-------------|----------|
| `q` | string | Search query | Yes |
| `page` | integer | Page number (15 items per page) | No |
| `since` | integer | Unix timestamp (contacts/conversations only) | No
|
| `until` | integer | Unix timestamp (contacts/conversations only) | No
|

### Example Request
```bash
curl -X GET "https://app.chatwoot.com/api/v1/accounts/1/search?q=customer" \
  -H "api_access_token: YOUR_ACCESS_TOKEN"
```

### Example Response
```json
{
  "payload": {
    "contacts": [...],
    "conversations": [...],
    "messages": [...],
    "articles": [...]
  }
}
```

---

## 2. Search Contacts

**Endpoint:** `GET /api/v1/accounts/{account_id}/search/contacts`

Search contacts by name, email, phone number, or identifier with
optional time filtering.

### Parameters
| Parameter | Type | Description | Required |
|-----------|------|-------------|----------|
| `q` | string | Search query | Yes |
| `page` | integer | Page number (15 items per page) | No |
| `since` | integer | Unix timestamp - filter by last_activity_at | No |
| `until` | integer | Unix timestamp - filter by last_activity_at | No |

### Example Requests

**Basic search:**
```bash
curl -X GET "https://app.chatwoot.com/api/v1/accounts/1/search/contacts?q=john" \
  -H "api_access_token: YOUR_ACCESS_TOKEN"
```

**Search contacts active in the last 7 days:**
```bash
SINCE=$(date -v-7d +%s)
curl -X GET "https://app.chatwoot.com/api/v1/accounts/1/search/contacts?q=john&since=${SINCE}" \
  -H "api_access_token: YOUR_ACCESS_TOKEN"
```

**Search contacts active between 30 and 7 days ago:**
```bash
SINCE=$(date -v-30d +%s)
UNTIL=$(date -v-7d +%s)
curl -X GET "https://app.chatwoot.com/api/v1/accounts/1/search/contacts?q=john&since=${SINCE}&until=${UNTIL}" \
  -H "api_access_token: YOUR_ACCESS_TOKEN"
```

### Example Response
```json
{
  "payload": {
    "contacts": [
      {
        "id": 42,
        "email": "john@example.com",
        "name": "John Doe",
        "phone_number": "+1234567890",
        "identifier": "user_123",
        "additional_attributes": {},
        "created_at": 1701234567
      }
    ]
  }
}
```

---

## 3. Search Conversations

**Endpoint:** `GET /api/v1/accounts/{account_id}/search/conversations`

Search conversations by display ID, contact name, email, phone number,
or identifier with optional time filtering.

### Parameters
| Parameter | Type | Description | Required |
|-----------|------|-------------|----------|
| `q` | string | Search query | Yes |
| `page` | integer | Page number (15 items per page) | No |
| `since` | integer | Unix timestamp - filter by last_activity_at | No |
| `until` | integer | Unix timestamp - filter by last_activity_at | No |

### Example Requests

**Basic search:**
```bash
curl -X GET "https://app.chatwoot.com/api/v1/accounts/1/search/conversations?q=billing" \
  -H "api_access_token: YOUR_ACCESS_TOKEN"
```

**Search conversations active in the last 24 hours:**
```bash
SINCE=$(date -v-1d +%s)
curl -X GET "https://app.chatwoot.com/api/v1/accounts/1/search/conversations?q=billing&since=${SINCE}" \
  -H "api_access_token: YOUR_ACCESS_TOKEN"
```

**Search conversations from last month:**
```bash
SINCE=$(date -v-30d +%s)
UNTIL=$(date +%s)
curl -X GET "https://app.chatwoot.com/api/v1/accounts/1/search/conversations?q=billing&since=${SINCE}&until=${UNTIL}" \
  -H "api_access_token: YOUR_ACCESS_TOKEN"
```

### Example Response
```json
{
  "payload": {
    "conversations": [
      {
        "id": 123,
        "display_id": 45,
        "inbox_id": 1,
        "status": "open",
        "messages": [...],
        "meta": {...}
      }
    ]
  }
}
```

---

## 4. Search Messages (Advanced)

**Endpoint:** `GET /api/v1/accounts/{account_id}/search/messages`

Advanced message search with multiple filters powered by
OpenSearch/Elasticsearch.

### Prerequisites
- OpenSearch/Elasticsearch must be running (`OPENSEARCH_URL` env var
configured)
- Account must have `advanced_search` feature flag enabled
- Messages must be indexed in OpenSearch

### Parameters
| Parameter | Type | Description | Required |
|-----------|------|-------------|----------|
| `q` | string | Search query | Yes |
| `page` | integer | Page number (15 items per page) | No |
| `from` | string | Filter by sender: `contact:{id}` or `agent:{id}` |
No |
| `inbox_id` | integer | Filter by specific inbox ID | No |
| `since` | integer | Unix timestamp - searches from this time (max 90
days ago) | No |
| `until` | integer | Unix timestamp - searches until this time | No |

### Important Notes
- **90-Day Limit**: If `since` is not provided, searches default to the
last 90 days
- If `since` exceeds 90 days, returns `422` error: "Search is limited to
the last 90 days"
- All time filters use message `created_at` timestamp

### Example Requests

**Basic message search:**
```bash
curl -X GET "https://app.chatwoot.com/api/v1/accounts/1/search/messages?q=refund" \
  -H "api_access_token: YOUR_ACCESS_TOKEN"
```

**Search messages from a specific contact:**
```bash
curl -X GET "https://app.chatwoot.com/api/v1/accounts/1/search/messages?q=refund&from=contact:42" \
  -H "api_access_token: YOUR_ACCESS_TOKEN"
```

**Search messages from a specific agent:**
```bash
curl -X GET "https://app.chatwoot.com/api/v1/accounts/1/search/messages?q=refund&from=agent:5" \
  -H "api_access_token: YOUR_ACCESS_TOKEN"
```

**Search messages in a specific inbox:**
```bash
curl -X GET "https://app.chatwoot.com/api/v1/accounts/1/search/messages?q=refund&inbox_id=3" \
  -H "api_access_token: YOUR_ACCESS_TOKEN"
```

**Search messages from the last 7 days:**
```bash
SINCE=$(date -v-7d +%s)
curl -X GET "https://app.chatwoot.com/api/v1/accounts/1/search/messages?q=refund&since=${SINCE}" \
  -H "api_access_token: YOUR_ACCESS_TOKEN"
```

**Search messages between specific dates:**
```bash
SINCE=$(date -v-30d +%s)
UNTIL=$(date -v-7d +%s)
curl -X GET "https://app.chatwoot.com/api/v1/accounts/1/search/messages?q=refund&since=${SINCE}&until=${UNTIL}" \
  -H "api_access_token: YOUR_ACCESS_TOKEN"
```

**Combine all filters:**
```bash
SINCE=$(date -v-14d +%s)
curl -X GET "https://app.chatwoot.com/api/v1/accounts/1/search/messages?q=refund&from=contact:42&inbox_id=3&since=${SINCE}" \
  -H "api_access_token: YOUR_ACCESS_TOKEN"
```

**Attempt to search beyond 90 days (returns error):**
```bash
SINCE=$(date -v-120d +%s)
curl -X GET "https://app.chatwoot.com/api/v1/accounts/1/search/messages?q=refund&since=${SINCE}" \
  -H "api_access_token: YOUR_ACCESS_TOKEN"
```

### Example Response (Success)
```json
{
  "payload": {
    "messages": [
      {
        "id": 789,
        "content": "I need a refund for my purchase",
        "message_type": "incoming",
        "created_at": 1701234567,
        "conversation_id": 123,
        "inbox_id": 3,
        "sender": {
          "id": 42,
          "type": "contact"
        }
      }
    ]
  }
}
```

### Example Response (90-day limit exceeded)
```json
{
  "error": "Search is limited to the last 90 days"
}
```
**Status Code:** `422 Unprocessable Entity`

---

## 5. Search Articles

**Endpoint:** `GET /api/v1/accounts/{account_id}/search/articles`

Search help center articles by title or content.

### Parameters
| Parameter | Type | Description | Required |
|-----------|------|-------------|----------|
| `q` | string | Search query | Yes |
| `page` | integer | Page number (15 items per page) | No |

### Example Request
```bash
curl -X GET "https://app.chatwoot.com/api/v1/accounts/1/search/articles?q=installation" \
  -H "api_access_token: YOUR_ACCESS_TOKEN"
```

### Example Response
```json
{
  "payload": {
    "articles": [
      {
        "id": 456,
        "title": "Installation Guide",
        "slug": "installation-guide",
        "portal_slug": "help",
        "account_id": 1,
        "category_name": "Getting Started",
        "status": "published",
        "updated_at": 1701234567
      }
    ]
  }
}
```

---

## Technical Implementation

### SQL-Based Search (Contacts, Conversations, Articles)
- Uses PostgreSQL `ILIKE` queries by default
- Optional GIN index support via `search_with_gin` feature flag for
better performance
- Time filtering uses `last_activity_at` for contacts/conversations
- Returns paginated results (15 per page)

### Advanced Search (Messages)
- Powered by OpenSearch/Elasticsearch via Searchkick gem
- Requires `OPENSEARCH_URL` environment variable
- Requires `advanced_search` account feature flag
- Enforces 90-day lookback limit via
`Limits::MESSAGE_SEARCH_TIME_RANGE_LIMIT_DAYS`
- Validates inbox access permissions before filtering
- Returns paginated results (15 per page)

---

## Type of change

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

---

## How Has This Been Tested?

### Unit Tests
- **Contact Search Tests**: 3 new test cases for time filtering
(`since`, `until`, combined)
- **Conversation Search Tests**: 3 new test cases for time filtering
- **Message Search Tests**: 10+ test cases covering:
  - Individual filters (`from`, `inbox_id`, time range)
  - Combined filters
  - Permission validation for inbox access
  - Feature flag checks
  - 90-day limit enforcement
  - Error handling for exceeded time limits

### Test Commands
```bash
# Run all search controller tests
bundle exec rspec spec/controllers/api/v1/accounts/search_controller_spec.rb

# Run search service tests (includes enterprise specs)
bundle exec rspec spec/services/search_service_spec.rb
```

### Manual Testing Setup
A rake task is provided to create 50,000 test messages across multiple
inboxes:

```bash
# 1. Create test data
bundle exec rake search:setup_test_data

# 2. Start OpenSearch
mise elasticsearch-start

# 3. Reindex messages
rails runner "Message.search_index.import Message.all"

# 4. Enable feature flag
rails runner "Account.first.enable_features('advanced_search')"

# 5. Test via API or Rails console
```

---

## 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
- [x] I have made corresponding changes to the documentation (this PR
description)
- [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

---

## Additional Notes

### Requirements
- **OpenSearch/Elasticsearch**: Required for advanced message search
  - Set `OPENSEARCH_URL` environment variable
  - Example: `export OPENSEARCH_URL=http://localhost:9200`
- **Feature Flags**:
  - `advanced_search`: Account-level flag for message advanced search
- `search_with_gin` (optional): Account-level flag for GIN-based SQL
search

### Performance Considerations
- 90-day limit prevents expensive long-range queries on large datasets
- GIN indexes recommended for high-volume search on SQL-based resources
- OpenSearch/Elasticsearch provides faster full-text search for messages

### Breaking Changes
- None. All new parameters are optional and backward compatible.

### Frontend Integration
- Frontend PR tracking advanced search UI will consume these endpoints
- Time range pickers should convert JavaScript `Date` to Unix timestamps
(seconds)
- Date conversion: `Math.floor(date.getTime() / 1000)`

### Error Handling
- Invalid `from` parameter format is silently ignored (filter not
applied)
- Time range exceeding 90 days returns `422` with error message
- Missing `q` parameter returns `422` (existing behavior)
- Unauthorized inbox access is filtered out (no error, just excluded
from results)

---------

Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2026-01-07 15:30:49 +05:30
Muhsin Keloth
3e5b2979eb
feat: Add support for sending CSAT surveys via templates (Whatsapp Cloud) (#12787)
This PR enables sending CSAT surveys on WhatsApp using approved WhatsApp
message templates, ensuring survey delivery even after the 24-hour
session window.

The system now automatically creates, updates, and monitors WhatsApp
CSAT templates without manual intervention.

<img width="1664" height="1792" alt="approved"
src="https://github.com/user-attachments/assets/c6efd61e-1d01-4738-abb6-0afc0dace975"
/>

#### Why this change

Previously, WhatsApp CSAT messages failed outside the 24-hour customer
window.

With this update:

- CSAT surveys are delivered reliably using WhatsApp templates
- Template creation happens automatically in the background
- Users can modify survey content and recreate templates easily
- Clear UI states show template approval status

#### Screens & States

<details>
<summary>Default — No template configured yet</summary>
<img width="1662" height="1788" alt="default"
src="https://github.com/user-attachments/assets/ed26d71b-cf7c-4a26-a2af-da88772c847c"
/>
</details>
<details>
<summary>Pending — Template submitted, awaiting Meta approval</summary>
<img width="1658" height="1816" alt="pending"
src="https://github.com/user-attachments/assets/923b789b-d91b-4364-905d-e56a2b65331a"
/>
</details>
<details>
<summary>Approved — Survey will be sent when conversation
resolves</summary>
<img width="1664" height="1792" alt="approved"
src="https://github.com/user-attachments/assets/c6efd61e-1d01-4738-abb6-0afc0dace975"
/>
</details>
<details>
<summary>Rejected — Template rejected by Meta</summary>
<img width="1672" height="1776" alt="rejected"
src="https://github.com/user-attachments/assets/f69a9b0e-be27-4e67-a993-7b8149502c4f"
/>
</details>
<details>
<summary>Not Found — Template missing in Meta Platform</summary>
<img width="1660" height="1784" alt="not-exist"
src="https://github.com/user-attachments/assets/a2a4b4f7-b01a-4424-8fcb-3ed84256e057"
/>
</details>
<details>
<summary>Edit Template — Delete & recreate template on change</summary>
<img width="2342" height="1778" alt="edit-survey"
src="https://github.com/user-attachments/assets/0f999285-0341-4226-84e9-31f0c6446924"
/>
</details>

#### Test Cases


**1. First-time CSAT setup on WhatsApp inbox**

- Enable CSAT
- Enter message + button text
- Save
- Expected: Template created automatically, UI shows pending state

**2. CSAT toggle without changing text**

- Existing approved template
- Toggle CSAT OFF → ON (no text change)
- Expected: No confirmation alert, no template recreation

**3. Editing only survey rules**

- Modify labels or rule conditions only
- Expected: No confirmation alert, template remains unchanged

**4. Template text change**

- Change survey message or button text
- Save
- Expected:
    - Confirmation dialog shown
    - On confirm → previous template deleted, new one created
    - On cancel → revert to previous values

**5. Language change**

- Change template language (e.g., en → es)
- Expected: Confirmation dialog + new template on confirm

 **6. Sending survey**

- Template approved → always send template
- Template pending → send free-form within 24 hours only
- Template rejected/missing → fallback to free-form (if within window)
- Outside 24 hours & no approved template → activity log only

**7. Non-WhatsApp inbox**

- Enable CSAT for email/web inbox
- Expected: No template logic triggered


Fixes
https://linear.app/chatwoot/issue/CW-6188/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>
2026-01-06 11:46:00 +04:00
gabrieljablonski
549214e96d Merge branch main into chore/merge-upstream 2025-12-20 12:44:31 -03:00
Sojan Jose
c22a31c198
feat: Voice Channel (#11602)
Enables agents to initiate outbound calls and receive incoming calls
directly from the Chatwoot dashboard, with Twilio as the initial
provider.

Fixes:  #11481 

> This is an integration branch to ensure features works well and might
be often broken on down merges, we will be extracting the
functionalities via smaller PRs into develop

- [x] https://github.com/chatwoot/chatwoot/pull/11775
- [x] https://github.com/chatwoot/chatwoot/pull/12218
- [x] https://github.com/chatwoot/chatwoot/pull/12243
- [x] https://github.com/chatwoot/chatwoot/pull/12268
- [x] https://github.com/chatwoot/chatwoot/pull/12361
- [x]  https://github.com/chatwoot/chatwoot/pull/12782
- [x] #13064
- [ ] Ability for agents to join the inbound calls ( included in this PR
)

---------

Co-authored-by: Claude <noreply@anthropic.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
2025-12-19 12:41:33 -08:00
Mazen Khalil
ca5e112a8c
feat: TikTok channel (#12741)
fixes: #11834

This pull request introduces TikTok channel integration, enabling users
to connect and manage TikTok business accounts similarly to other
supported social channels. The changes span backend API endpoints,
authentication helpers, webhook handling, configuration, and frontend
components to support TikTok as a first-class channel.


**Key Notes**
* This integration is only compatible with TikTok Business Accounts
* Special permissions are required to access the TikTok [Business
Messaging
API](https://business-api.tiktok.com/portal/docs?id=1832183871604753).
* The Business Messaging API is region-restricted and is currently
unavailable to users in the EU.
* Only TEXT, IMAGE, and POST_SHARE messages are currently supported due
to limitations in the TikTok Business Messaging API
* A message will be successfully sent only if it contains text alone or
one image attachment. Messages with multiple attachments or those
combining text and attachments will fail and receive a descriptive error
status.
* Messages sent directly from the TikTok App will be synced into the
system
* Initiating a new conversation from the system is not permitted due to
limitations from the TikTok Business Messaging API.


**Backend: TikTok Channel Integration**

* Added `Api::V1::Accounts::Tiktok::AuthorizationsController` to handle
TikTok OAuth authorization initiation, returning the TikTok
authorization URL.
* Implemented `Tiktok::CallbacksController` to handle TikTok OAuth
callback, process authorization results, create or update channel/inbox,
and handle errors or denied scopes.
* Added `Webhooks::TiktokController` to receive and verify TikTok
webhook events, including signature verification and event dispatching.
* Created `Tiktok::IntegrationHelper` module for JWT-based token
generation and verification for secure TikTok OAuth state management.

**Configuration and Feature Flags**

* Added TikTok app credentials (`TIKTOK_APP_ID`, `TIKTOK_APP_SECRET`) to
allowed configs and app config, and registered TikTok as a feature in
the super admin features YAML.
[[1]](diffhunk://#diff-5e46e1d248631a1147521477d84a54f8ba6846ea21c61eca5f70042d960467f4R43)
[[2]](diffhunk://#diff-8bf37a019cab1dedea458c437bd93e34af1d6e22b1672b1d43ef6eaa4dcb7732R69)
[[3]](diffhunk://#diff-123164bea29f3c096b0d018702b090d5ae670760c729141bd4169a36f5f5c1caR74-R79)

**Frontend: TikTok Channel UI and Messaging Support**

* Added `TiktokChannel` API client for frontend TikTok authorization
requests.
* Updated channel icon mappings and tests to include TikTok
(`Channel::Tiktok`).
[[1]](diffhunk://#diff-b852739ed45def61218d581d0de1ba73f213f55570aa5eec52aaa08f380d0e16R16)
[[2]](diffhunk://#diff-3cd3ae32e94ef85f1f2c4435abf0775cc0614fb37ee25d97945cd51573ef199eR64-R69)
* Enabled TikTok as a supported channel in contact forms, channel
widgets, and feature toggles.
[[1]](diffhunk://#diff-ec59c85e1403aaed1a7de35971fe16b7033d5cd763be590903ebf8f1ca25a010R47)
[[2]](diffhunk://#diff-ec59c85e1403aaed1a7de35971fe16b7033d5cd763be590903ebf8f1ca25a010R69)
[[3]](diffhunk://#diff-725b90ca7e3a6837ec8291e9f57094f6a46b3ee00e598d16564f77f32cf354b0R26-R29)
[[4]](diffhunk://#diff-725b90ca7e3a6837ec8291e9f57094f6a46b3ee00e598d16564f77f32cf354b0R51-R54)
[[5]](diffhunk://#diff-725b90ca7e3a6837ec8291e9f57094f6a46b3ee00e598d16564f77f32cf354b0R68)
* Updated message meta logic to support TikTok-specific message statuses
(sent, delivered, read).
[[1]](diffhunk://#diff-e41239cf8dda36c1bd1066dbb17588ae8868e56289072c74b3a6d7ef5abdd696R23)
[[2]](diffhunk://#diff-e41239cf8dda36c1bd1066dbb17588ae8868e56289072c74b3a6d7ef5abdd696L63-R65)
[[3]](diffhunk://#diff-e41239cf8dda36c1bd1066dbb17588ae8868e56289072c74b3a6d7ef5abdd696L81-R84)
[[4]](diffhunk://#diff-e41239cf8dda36c1bd1066dbb17588ae8868e56289072c74b3a6d7ef5abdd696L103-R107)
* Added support for embedded message attachments (e.g., TikTok embeds)
with a new `EmbedBubble` component and updated message rendering logic.
[[1]](diffhunk://#diff-c3d701caf27d9c31e200c6143c11a11b9d8826f78aa2ce5aa107470e6fdb9d7fR31)
[[2]](diffhunk://#diff-047859f9368a46d6d20177df7d6d623768488ecc38a5b1e284f958fad49add68R1-R19)
[[3]](diffhunk://#diff-c3d701caf27d9c31e200c6143c11a11b9d8826f78aa2ce5aa107470e6fdb9d7fR316)
[[4]](diffhunk://#diff-cbc85e7c4c8d56f2a847d0b01cd48ef36e5f87b43023bff0520fdfc707283085R52)
* Adjusted reply policy and UI messaging for TikTok's 48-hour reply
window.
[[1]](diffhunk://#diff-0d691f6a983bd89502f91253ecf22e871314545d1e3d3b106fbfc76bf6d8e1c7R208-R210)
[[2]](diffhunk://#diff-0d691f6a983bd89502f91253ecf22e871314545d1e3d3b106fbfc76bf6d8e1c7R224-R226)

These changes collectively enable end-to-end TikTok channel support,
from configuration and OAuth flow to webhook processing and frontend
message handling.


------------

# TikTok App Setup & Configuration
1. Grant access to the Business Messaging API
([Documentation](https://business-api.tiktok.com/portal/docs?id=1832184145137922))
2. Set the app authorization redirect URL to
`https://FRONTEND_URL/tiktok/callback`
3. Update the installation config with TikTok App ID and Secret
4. Create a Business Messaging Webhook configuration and set the
callback url to `https://FRONTEND_URL/webhooks/tiktok`
([Documentation](https://business-api.tiktok.com/portal/docs?id=1832190670631937))
. You can do this by calling
`Tiktok::AuthClient.update_webhook_callback` from rails console once you
finish Tiktok channel configuration in super admin ( will be automated
in future )
5. Enable TikTok channel feature in an account

---------

Co-authored-by: Sojan Jose <sojan@pepalo.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
2025-12-17 07:54:50 -08:00
Pranav
bb8bafe3dc
feat(ce): Add Year in review feature (#13078)
<img width="1502" height="813" alt="Screenshot 2025-12-15 at 5 01 57 PM"
src="https://github.com/user-attachments/assets/ea721f00-403c-4adc-8410-5c0fa4ee4122"
/>
2025-12-15 17:24:45 -08:00
Tanmay Deep Sharma
eb759255d8
perf: update the logic to purchase credits (#12998)
## Description

- Replaces Stripe Checkout session flow with direct card charging for AI
credit top-ups
- Adds a two-step confirmation modal (select package → confirm purchase)
for better UX
- Creates Stripe invoice directly and charges the customer's default
payment method immediately

## Type of change

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

## How Has This Been Tested?

- Using the specs
- UI manual test cases

<img width="945" height="580" alt="image"
src="https://github.com/user-attachments/assets/52bdad46-cd0e-4927-b13f-54c6b6353bcc"
/>

<img width="945" height="580" alt="image"
src="https://github.com/user-attachments/assets/231bc7e9-41ac-440d-a93d-cba45a4d3e3e"
/>


## 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: Shivam Mishra <scm.mymail@gmail.com>
2025-12-08 10:52:17 +05:30
Tanmay Deep Sharma
b269cca0bf
feat: Add AI credit topup flow for Stripe (#12988)
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
2025-12-02 17:53:44 -08:00
Sojan Jose
48627da0f9
feat: outbound voice call essentials (#12782)
- Enables outbound voice calls in voice channel . We are only caring
about wiring the logic to trigger outgoing calls to the call button
introduced in previous PRs. We will connect it to call component in
subsequent PRs

ref: #11602 

## Screens

<img width="2304" height="1202" alt="image"
src="https://github.com/user-attachments/assets/b91543a8-8d4e-4229-bd80-9727b42c7b0f"
/>

<img width="2304" height="1200" alt="image"
src="https://github.com/user-attachments/assets/1a1dad2a-8cb2-4aa2-9702-c062416556a7"
/>

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Vishnu Narayanan <vishnu@chatwoot.com>
2025-11-24 17:47:00 -08:00
Aakash Bakhle
e9c60aec04
feat: Add support for Langfuse LLM Tracing via OTEL (#12905)
This PR adds LLM instrumentation on langfuse for ai-editor feature

## Type of change
New feature (non-breaking change which adds functionality)

Needs langfuse account and env vars to be set

## How Has This Been Tested?

I configured personal langfuse credentials and instrumented the app,
traces can be seen in langfuse.
each conversation is one session. 
<img width="1683" height="714" alt="image"
src="https://github.com/user-attachments/assets/3fcba1c9-63cf-44b9-a355-fd6608691559"
/>
<img width="1446" height="172" alt="image"
src="https://github.com/user-attachments/assets/dfa6e98f-4741-4e04-9a9e-078d1f01e97b"
/>


## 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
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules

---------

Co-authored-by: aakashb95 <aakash@chatwoot.com>
Co-authored-by: Vishnu Narayanan <iamwishnu@gmail.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
2025-11-21 16:31:45 -08:00
Gabriel Jablonski
b03dfdb751
Chore/merge upstream 4.8.0 (#150)
* chore: Hide "Learn More" button in feature spotlight for self-hosted (#12675)

* feat: single query for reporting event stats (#12664)

This PR collapses multiple queries fetching stats from a single table to
a single query

```sql
SELECT 
  user_id as user_id,
  COUNT(CASE WHEN name = 'conversation_resolved' THEN 1 END) as resolved_count,
  AVG(CASE WHEN name = 'conversation_resolved' THEN value END) as avg_resolution_time,
  AVG(CASE WHEN name = 'first_response' THEN value END) as avg_first_response_time,
  AVG(CASE WHEN name = 'reply_time' THEN value END) as avg_reply_time 
FROM "reporting_events"
WHERE 
  "reporting_events"."account_id" = <account_id> AND 
  "reporting_events"."created_at" >= '2025-09-14 18:30:00' AND 
  "reporting_events"."created_at" < '2025-10-14 18:29:59'
GROUP BY "reporting_events"."user_id";
```

### Why this works?

Here's why this optimization is faster based on PostgreSQL internals:

- Single Table Scan vs Multiple Scans: Earlier we did 4 sequential scans
(or 4 index scans) of the same data, with the same where clause, now in
a single scan all 4 `CASE` expressions are evaluated in a single pass.
- Shared Buffer Cache Efficiency: PostgreSQL's shared buffer cache
stores recently accessed pages, with this, pages are loaded once and
re-used for all aggregation, earlier with separate queries we were
forced to re-read all from the disk each time
- Reduced planning and network overhead (4 vs 1 query)


### How is it tested

1. The specs all pass without making any changes
2. Verified the reports side by side after generating from report seeder

#### How to test

Generate seed data using the following command

```bash
ACCOUNT_ID=1 ENABLE_ACCOUNT_SEEDING=true bundle exec rake db:seed:reports_data
```

Once done download the reports, checkout to this branch and download the
reports again and compare them

* chore: Update translations (#12625)

* chore: Migrate mailers from the worker to jobs (#12331)

Previously, email replies were handled inside workers. There was no
execution logs. This meant if emails silently failed (as reported by a
customer), we had no way to trace where the issue happened, the only
assumption was “no error = mail sent.”

By moving email handling into jobs, we now have proper execution logs
for each attempt. This makes it easier to debug delivery issues and
would have better visibility when investigating customer reports.

Fixes
https://linear.app/chatwoot/issue/CW-5538/emails-are-not-sentdelivered-to-the-contact

---------

Co-authored-by: Sojan Jose <sojan@pepalo.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>

* chore(deps-dev): bump vite from 5.4.20 to 5.4.21 (#12700)

Bumps [vite](https://github.com/vitejs/vite/tree/HEAD/packages/vite)
from 5.4.20 to 5.4.21.
<details>
<summary>Release notes</summary>
<p><em>Sourced from <a
href="https://github.com/vitejs/vite/releases">vite's
releases</a>.</em></p>
<blockquote>
<h2>v5.4.21</h2>
<p>Please refer to <a
href="https://github.com/vitejs/vite/blob/v5.4.21/packages/vite/CHANGELOG.md">CHANGELOG.md</a>
for details.</p>
</blockquote>
</details>
<details>
<summary>Changelog</summary>
<p><em>Sourced from <a
href="https://github.com/vitejs/vite/blob/v5.4.21/packages/vite/CHANGELOG.md">vite's
changelog</a>.</em></p>
<blockquote>
<h2><!-- raw HTML omitted -->5.4.21 (2025-10-20)<!-- raw HTML omitted
--></h2>
<ul>
<li>fix(dev): trim trailing slash before <code>server.fs.deny</code>
check (<a
href="https://github.com/vitejs/vite/tree/HEAD/packages/vite/issues/20968">#20968</a>)
(<a
href="https://github.com/vitejs/vite/tree/HEAD/packages/vite/issues/20970">#20970</a>)
(<a
href="cad1d31d06">cad1d31</a>),
closes <a
href="https://redirect.github.com/vitejs/vite/issues/20968">#20968</a>
<a
href="https://redirect.github.com/vitejs/vite/issues/20970">#20970</a></li>
<li>chore: update CHANGELOG (<a
href="ca88ed7398">ca88ed7</a>)</li>
</ul>
</blockquote>
</details>
<details>
<summary>Commits</summary>
<ul>
<li><a
href="adce3c22c6"><code>adce3c2</code></a>
release: v5.4.21</li>
<li><a
href="cad1d31d06"><code>cad1d31</code></a>
fix(dev): trim trailing slash before <code>server.fs.deny</code> check
(<a
href="https://github.com/vitejs/vite/tree/HEAD/packages/vite/issues/20968">#20968</a>)
(<a
href="https://github.com/vitejs/vite/tree/HEAD/packages/vite/issues/20970">#20970</a>)</li>
<li><a
href="ca88ed7398"><code>ca88ed7</code></a>
chore: update CHANGELOG</li>
<li>See full diff in <a
href="https://github.com/vitejs/vite/commits/v5.4.21/packages/vite">compare
view</a></li>
</ul>
</details>
<br />


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* chore: Update translations (#12708)

* chore(sidekiq): log ActiveJob class and job_id on dequeue (#12704)

## Context

Sidekiq logs only showed the Sidekiq wrapper class and JID, which wasn’t
helpful when debugging ActiveJobs.

## Changes

- Updated `ChatwootDequeuedLogger` to log the actual `ActiveJob class`
and `job_id` instead of the generic Sidekiq wrapper and JID.

> Example
> ```
> Dequeued ActionMailer::MailDeliveryJob
123e4567-e89b-12d3-a456-426614174000 from default
> ```

- Remove sidekiq worker and unify everything to `ActiveJob`

* chore: Enforce custom role permissions on conversation access (#12583)

## Summary
- ensure conversation lookup uses the permission filter before fetching
records
- add request specs covering custom role access to unassigned
conversations

## Testing
- bundle exec rspec
spec/enterprise/controllers/api/v1/accounts/conversations_controller_spec.rb

------
https://chatgpt.com/codex/tasks/task_e_68de1f62b9b883268a54882e608a8bb8

* fix: parameterize agent name (#12709)

* chore: Remove channel icons from the create inbox page (#12727)

# Pull Request Template

## Description
This PR removes the frame containing all channel icons from the “Create
Inbox” page.

## Type of change

- [x] Bug fix (non-breaking change which fixes an issue)

## How Has This Been Tested?

### Screenshots

**Before**
<img width="1314" height="1016" alt="image"
src="https://github.com/user-attachments/assets/2b773495-9ddb-48b4-b15d-9aef18259ce1"
/>


**After**
<img width="1314" height="979" alt="image"
src="https://github.com/user-attachments/assets/f4dc64cf-516c-4faf-a45c-2f7de05cc29b"
/>



## Checklist:

- [x] My code follows the style guidelines of this project
- [x] 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
- [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

* fix: Use gap-4 instead of margins to define space between elements (#12728)

We should avoid using margins to define space between elements, instead
use the gap utility.

The problem with this particular instance was that if Google auth was
turned off and SSO is available, there is a weird spacing at the top
caused by the margin from the SSO element.

This PR will fix that. It also introduces a gap between the divider and
the button, but that should be okay.

* feat(ee): Add a service to fetch website content and prepare a persona of Captain Assistant (#12732)

This PR is the first of many to simplify the process of building an
assistant. The new flow will only require the user’s website. We’ll
automatically crawl it, identify the business name and what the business
does, and then generate a suggested assistant persona, complete with a
proposed name and description.

This service returns the following.
Example: tooljet.com
<img width="795" height="217" alt="Screenshot 2025-10-25 at 2 55 04 PM"
src="https://github.com/user-attachments/assets/9cb3594a-9c9c-4970-a0a1-4c9c8869c193"
/>

Example: replit.com
<img width="797" height="176" alt="Screenshot 2025-10-25 at 2 56 42 PM"
src="https://github.com/user-attachments/assets/6a1b4266-aab6-455f-a5e3-696d3a8243c9"
/>

* chore: Adds URL-based search and tab selection (#12663)

# Pull Request Template

## Description

This PR enables URL-based search and tab selection, allowing search
queries and active tabs to persist in the URL for easy sharing.

Fixes
[CW-5766](https://linear.app/chatwoot/issue/CW-5766/cannot-impersonate-an-account),
https://github.com/chatwoot/chatwoot/issues/12623

## Type of change

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

## How Has This Been Tested?

### Loom video

https://www.loom.com/share/422a1d61f3fe4278a88e352ef98d2b78?sid=35fabee7-652f-4e17-83bd-e066a3bb804c

## 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

* chore: Add tab params for inbox configuration (#12665)

# Pull Request Template

## Description

This PR enables active tabs in inbox settings to persist in the URL for
easy sharing.

## Type of change

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

## How Has This Been Tested?

### Loom video

https://www.loom.com/share/63820ecb17ea491a9082339f8bb457b6?sid=4fef1acd-b4fd-431f-855c-7647015a330f


## 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

---------

Co-authored-by: Muhsin <muhsinkeramam@gmail.com>

* feat: Changelog card components (#12673)

# Pull Request Template

## Description

This PR introduces a new changelog component that can be used in the
sidebar.

Fixes
https://linear.app/chatwoot/issue/CW-5776/changelog-card-ui-component

## Type of change

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

## How Has This Been Tested?

### Screencast



https://github.com/user-attachments/assets/42e77e82-388a-4fc9-9b37-f3d0ea1a9d7f







## 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

---------

Co-authored-by: Muhsin <muhsinkeramam@gmail.com>

* chore: Remove linear integration feature flag (#12716)

This PR removes the linear integration feature flag since the
integration is pretty much stable and we do display the Linear CTA for
users who aren't connected.
Fixes
https://linear.app/chatwoot/issue/CW-5819/remove-linear-feature-flag-from-front-end

* chore: Update translations (#12722)

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>

* perf: Add database index on conversations identifier (#12715)

**Problem**
Slack webhook processing was failing with 500 errors due to database
timeouts. The query `Conversation.where(identifier:
params[:event][:thread_ts]).first` was performing full table scans and
hitting PostgreSQL statement timeout.

**Solution**
Added database index on conversations.identifier and account_id.

* fix: Extend phone number normalization to Twilio WhatsApp (#12655)

### Problem
WhatsApp Cloud channels already handle Brazil/Argentina phone number
format mismatches (PRs #12492, #11173), but Twilio WhatsApp channels
were creating duplicate contacts
  when:
  - Template sent to new format: `whatsapp:+5541988887777` (13 digits)
  - User responds from old format: `whatsapp:+554188887777` (12 digits)

### Solution

The solution extends the existing phone number normalization
infrastructure to support both WhatsApp providers while handling their
different payload formats:

  ### Provider Format Differences
  - **WhatsApp Cloud**: `wa_id: "919745786257"` (clean number)
- **Twilio WhatsApp**: `From: "whatsapp:+919745786257"` (prefixed
format)
  
  
 ### Test Coverage

#### Brazil Phone Number Tests
  **Case 1: New Format (13 digits with "9")**
- **Test 1**: No existing contact → Creates new contact with original
format
- **Test 2**: Contact exists in same format → Appends to existing
conversation

  **Case 2: Old Format (12 digits without "9")**
- **Test 3**: Contact exists in old format → Appends to existing
conversation
- **Test 4** *(Critical)*: Contact exists in new format, message in old
format → Finds existing contact, prevents duplicate
- **Test 5**: No contact exists → Creates new contact with incoming
format

#### Argentina Phone Number Tests
  **Case 3: With "9" after country code**
  - **Test 6**: No existing contact → Creates new contact
- **Test 7**: Contact exists in normalized format → Uses existing
contact

  **Case 4: Without "9" after country code**
  - **Test 8**: Contact exists in same format → Appends to existing
  - **Test 9**: No contact exists → Creates new contact

Fixes
https://linear.app/chatwoot/issue/CW-5565/inconsistencies-for-mobile-numbersargentina-brazil-and-mexico-numbers

* fix: Timezone offset reports broken by DST transition (#12747)

## Description

Fixes timezone offset parameter in V2 reports API that was broken by DST
transitions. The issue occurred when UK DST ended on October 26, 2025,
causing the test to fail starting October 27th.

~~**Initial diagnosis:** The root cause was that
`timezone_name_from_offset` used `zone.now.utc_offset` to match
timezones, which changes based on the current date's DST status rather
than the data being queried.~~

**Actual root cause:** The test was accidentally passing before DST
transition. During BST, `timezone_name_from_offset(0)` matched "Azores"
(UTC-1) instead of "Edinburgh" (UTC+0), and the -1 hour offset
coincidentally split midnight data into [1,5]. After DST ended, it
correctly matched "Edinburgh" (UTC+0), but this grouped all
conversations into one day [6], exposing that the test data was flawed.

The real issue: Test data created all 6 conversations starting at
midnight on a single day, which cannot produce a [1,5] split in true
UTC.

Fixes CW-5846

## Type of change

- [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?

**Test that was failing:**
```bash
bundle exec rspec spec/controllers/api/v2/accounts/reports_controller_spec.rb:25
```

**Changes:**
~~1. Fixed `timezone_name_from_offset` to use January 1st as reference
date instead of current date~~
~~2. Converted timezone string to `ActiveSupport::TimeZone` object for
`group_by_period` compatibility~~

**Revised approach:**
1. Freeze test time to January 2024 using `travel_to`, making timezone
matching deterministic and aligned with test data period
2. Start test conversations at 23:00 instead of midnight to properly
span two days and test timezone boundary grouping
3. Keep `zone.now.utc_offset` (correct behavior for real users during
DST)

**Why this works:**
- Test runs "in January 2024" → `zone.now.utc_offset` returns January
offsets consistently
- Offset `-8` correctly matches Pacific Standard Time (UTC-8 in January)
- Real users in PDT (summer) with offset `-7` → correctly match Pacific
Daylight Time
- No production impact, test is deterministic year-round

**Verification:**
- Test now passes consistently regardless of current DST status
- Timezone matching works correctly for real users during DST periods
- Reports correctly group data by timezone offset across all seasons

## 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
- [x] Any dependent changes have been merged and published in downstream
modules

---------

Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>

* fix: Captain response builder not getting triggered (#12729)

## Summary
- Fix captain response builder not getting triggered for cases where
responses are created as completed.

## Testing Instructions 
- Test articles with firecrawl
- Test articles without firecrawl
- Test PDF documents

---------

Co-authored-by: Pranav <pranav@chatwoot.com>

* chore: Update captain pending FAQ interface (#12752)

# Pull Request Template

## Description

**This PR includes,**
- Added new pending FAQs view with approve/edit/delete actions for each
response.
- Implemented banner notification showing pending FAQ count on main
approved responses page.
- Created dedicated route for pending FAQs review at
/captain/responses/pending.
- Added automatic pending count updates when switching assistants or
routes.
- Modified ResponseCard component to show action buttons instead of
dropdown in pending view.

Fixes
https://linear.app/chatwoot/issue/CW-5833/pending-faqs-in-a-different-ux

## Type of change

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

## How Has This Been Tested?

### Loom video
https://www.loom.com/share/5fe8f79b04cd4681b9360c48710b9373


## 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

---------

Co-authored-by: Pranav <pranav@chatwoot.com>

* fix: Exclude authentication templates from WhatsApp template selection (#12753)

This PR add the changes for excluding the authentication templates from
the WhatsApp template selection in the frontend, as these templates are
not supported at the moment. Reference:
https://www.chatwoot.com/hc/user-guide/articles/1754940076-whatsapp-templates#what-is-not-supported

* feat: Template types components (#12714)

# Pull Request Template

## Description

Fixes
https://linear.app/chatwoot/issue/CW-5806/create-the-story-book-components-for-template-typestext-media-list

**Pending**
Need to standardize the structure to match the template/campaigns.


## Type of change

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

## How Has This Been Tested?

### Screenshots

<img width="669" height="179" alt="image"
src="https://github.com/user-attachments/assets/42efd292-8520-4b05-81ec-8bc526fc12db"
/>
<img width="646" height="304" alt="image"
src="https://github.com/user-attachments/assets/431dd964-006c-4877-a693-dae39b90df4c"
/>
<img width="646" height="380" alt="image"
src="https://github.com/user-attachments/assets/9052e31f-9292-4afb-8897-13931655fa00"
/>
<img width="646" height="272" alt="image"
src="https://github.com/user-attachments/assets/873d2488-e856-4a0d-8579-cc1bcc61cc8e"
/>
<img width="646" height="490" alt="image"
src="https://github.com/user-attachments/assets/14c2aa42-bf27-475f-aa70-fe59c1d00e9b"
/>
<img width="646" height="281" alt="image"
src="https://github.com/user-attachments/assets/1f42408e-03e8-4863-b4c7-715d13d67686"
/>



## Checklist:

- [x] My code follows the style guidelines of this project
- [x] 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
- [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

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>

* fix: update omniauth to latest to resolve heroku deployment issues (#12749)

# Pull Request Template

## Description

Fixes https://github.com/chatwoot/chatwoot/issues/12553

Heroku build was failing due to `omniauth` version mismatch. Also, added
`NODE_OPTIONS=--max-old-space-size=4096` to handle OOM during Vite
build.

## Type of change

Please delete options that are not relevant.

- [x] Bug fix (non-breaking change which fixes an issue)

## How Has This Been Tested?

- Tested on heroku

## 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
- [x] 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
- [x] Any dependent changes have been merged and published in downstream
modules

* chore: Improvements in pending FAQs (#12755)

# Pull Request Template

## Description

**This PR includes:**

1. Added URL-based filter persistence for the responses pages, including
page and search parameters.
2. Introduced a new empty state variant for pending FAQs — without a
backdrop and with a “Clear Filters” option.
3. Made the actions, filter, and search row remain fixed at the top
while scrolling.

Fixes
https://linear.app/chatwoot/issue/CW-5852/improvements-in-pending-faqs

## Type of change

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

## How Has This Been Tested?

### Loom video
https://www.loom.com/share/1d9eee68c0684f0ab05e08b4ca1e0ce9


## Checklist:

- [x] My code follows the style guidelines of this project
- [x] 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
- [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

* fix: run captain v2 outside the transaction (#12756)

* feat: Always process email content (#12734)

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>

* feat: Bulk actions for contacts (#12763)

Introduces APIs and UI for bulk actions in contacts table. The initial
action available will be assign labels

Fixes: #8536 #12253 

## Screens

<img width="1350" height="747" alt="Screenshot 2025-10-29 at 4 05 08 PM"
src="https://github.com/user-attachments/assets/0792dff5-0371-4b2e-bdfb-cd32db773402"
/>
<img width="1345" height="717" alt="Screenshot 2025-10-29 at 4 05 19 PM"
src="https://github.com/user-attachments/assets/ae510404-c6de-4c15-a720-f6d10cdac25b"
/>

---------

Co-authored-by: Muhsin <muhsinkeramam@gmail.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>

* feat: Enable opensearch on paid plans automatically (#12770)

- enable `advanced_search feature` on all paid plans automatically

ref: https://github.com/chatwoot/chatwoot/pull/12503

* chore: Make contacts bulk action bar sticky (#12773)

# Pull Request Template

## Description

This PR makes the contacts bulk action bar sticky while scrolling.

## Type of change

- [x] Bug fix (non-breaking change which fixes an issue)

## How Has This Been Tested?

### Screenshots
<img width="1080" height="300" alt="image"
src="https://github.com/user-attachments/assets/21f8f3c6-813e-4ef6-b40a-8dd14e6ffb26"
/>
<img width="1080" height="300" alt="image"
src="https://github.com/user-attachments/assets/bb939f1d-9a13-4f9f-953d-b9872c984b74"
/>



## Checklist:

- [x] My code follows the style guidelines of this project
- [x] 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
- [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

* chore: Add dependant destroy_async for sla events (#12774)

Added the destroy_async to prevent timeout during SLA policy deletion by
processing SLA events asynchronously.

* chore: Update translations (#12748)

* feat: Add company backfill migration for existing contacts (Part 1) (#12657)

## Description

Implements company backfill migration infrastructure for existing
contacts. This is **Part 1 of 2** for the company model production
rollout as described in
[CW-5726](https://linear.app/chatwoot/issue/CW-5726/company-model-setting-it-up-on-production).

Creates jobs and services to associate existing contacts with companies
based on their email domains, filtering out free email providers (gmail,
yahoo, etc.) and disposable addresses.
 

**What's included:**
- Business email detector service with ValidEmail2 (uses
`disposable_domain?` to avoid DNS lookups)
- Per-account batch job to process contacts for one account
- Orchestrator job to iterate all accounts
- Rake task: `bundle exec rake companies:backfill`

~~*NOTE*: I'm using a hard-coded approach to determine if something is a
"business" email by filtering out emails that are usually personal. I've
also added domains that are common to some of our customers' regions.
This should be simpler. I looked into `Valid_Email2` and I couldn't find
anything to dictate whether an email is a personal email or a business
one. I don't think the approach used in the frontend is valid here.~~
UPDATE: Using `email_provider_info` gem instead.


**Pending - Part 2 (separate PR):** Real-time company creation for new
contacts

## Type of change

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

## How Has This Been Tested?

```bash
# Run all new tests
bundle exec rspec spec/enterprise/services/companies/business_email_detector_service_spec.rb \\
                   spec/enterprise/jobs/migration/company_account_batch_job_spec.rb \\
                   spec/enterprise/jobs/migration/company_backfill_job_spec.rb

# Run RuboCop
bundle exec rubocop enterprise/app/services/companies/business_email_detector_service.rb \\
                     enterprise/app/jobs/migration/company_account_batch_job.rb \\
                     enterprise/app/jobs/migration/company_backfill_job.rb \\
                     lib/tasks/companies.rake
```

**Performance optimization:**
- Uses `disposable_domain?` instead of `disposable?` to avoid DNS MX
lookups (discovered via tcpdump analysis - `disposable?` was making
network calls for every email, causing 100x slowdown)

## 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: Sojan Jose <sojan@pepalo.com>

* feat: Add company auto-association for contacts (CW-5726 Part 2) (#12711)

## Description

Implements real-time company auto-association for contacts based on
email domains. This is **Part 2** of the company model production
rollout (CW-5726).

**Task:**
- When a contact is created with a business email, automatically create
and associate a company from the email domain
- When a contact is updated with an email for the first time (email was
previously nil), associate with a company
- Preserve existing company associations when email changes to avoid
user confusion
- Skip free email providers and disposable domains

**Dependencies:**
⚠️ Requires PR #12657 (Part 1: Backfill migration) to be merged first

**Linear ticket:**
[CW-5726](https://linear.app/chatwoot/issue/CW-5726/company-model-setting-it-up-on-production)

## Type of change

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

## How Has This Been Tested?

- Service specs: Tests business email detection, company creation,
association logic, edge cases (existing companies, free emails, nil
emails)
- Integration specs: Tests full callback flow for contact create/update
scenarios
- All tests passing: 10 examples, 0 failures
- RuboCop: 0 offenses

## 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
- [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 (PR #12657 pending)

---------

Co-authored-by: Sojan Jose <sojan@pepalo.com>

* fix: Optimize Message search_data to prevent OpenSearch field explosion (#12786)

## Description

Refactored the `Message#search_data` method to prevent exceeding
OpenSearch's 1000 field limit during reindex operations.

**Problem:** The previous implementation serialized entire ActiveRecord
objects (Inbox, Sender, Conversation) with all their JSONB fields,
causing dynamic field explosion in OpenSearch. This resulted in
`Searchkick::ImportError` with "Limit of total fields [1000] has been
exceeded".

**Solution:** Whitelisted only necessary fields for search and
filtering, and flattened JSONB `custom_attributes` into key-value pair
arrays to prevent unbounded field creation.

Linked to: CW-5861

## Type of change

- [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)
- [x] This change requires a documentation update

## How Has This Been Tested?

- Verified rubocop passes with no offenses
- Code review of search field usage from
`enterprise/app/services/enterprise/search_service.rb`
- Analyzed actual search queries to determine required indexed fields

**Still needed:**
- Full reindex test on staging/production environment
- Verify search functionality still works after reindex
- Confirm field count is under 1000 limit

## Changes Made

### Before
- Indexed 1000+ fields (entire AR objects with JSONB)
- `inbox` = full Inbox object (23+ fields + JSONB)
- `sender` = full Contact/User/AgentBot object (10+ fields + JSONB)
- `conversation` = full push_event_data
- Dynamic JSONB keys creating unlimited fields

### After
- ~35-40 controlled fields
- Whitelisted search fields: `content`, `attachment_transcribed_text`,
`email_subject`
- Filter fields: `account_id`, `inbox_id`, `conversation_id`,
`sender_id`, `sender_type`, etc.
- Flattened `custom_attributes`: `[{key, value, value_type}]` format
- Helper methods: `search_conversation_data`, `search_inbox_data`,
`search_sender_data`, `search_additional_data`

## 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
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules

## Post-merge Steps

After merging, the following steps are required:

1. **Reindex all messages:**
   ```bash
   bundle exec rails runner "Message.reindex"
   ```

2. **Verify field count:**
   ```bash
   bundle exec rails runner "
     client = Searchkick.client
     index_name = Message.searchkick_index.name
     mapping = client.indices.get_mapping(index: index_name)
     fields = mapping.dig(index_name, 'mappings', 'properties')
     puts 'Total fields: ' + fields.keys.count.to_s
   "
   ```

3. **Test search functionality** to ensure queries still work as
expected

---------

Co-authored-by: Vishnu Narayanan <iamwishnu@gmail.com>
Co-authored-by: Pranav <pranav@chatwoot.com>

* fix: Avoid introducing new attributes in search (#12791)

Fix `Limit of total fields [1000] has been exceeded`


https://linear.app/chatwoot/issue/CW-5861/searchkickimporterror-type-=-illegal-argument-exception-reason-=-limit#comment-6b6e41bd

* fix: Gate Sidekiq dequeue logger behind env (#12790)

## Summary
- wrap the dequeue middleware registration in a boolean env flag
- document the ENABLE_SIDEKIQ_DEQUEUE_LOGGER option in .env.example

* feat: Bulk delete for contacts (#12778)

Introduces a new bulk action `delete` for contacts

ref: https://github.com/chatwoot/chatwoot/pull/12763

## Screens

<img width="1492" height="973" alt="Screenshot 2025-10-31 at 6 27 21 PM"
src="https://github.com/user-attachments/assets/30dab1bb-2c2c-4168-9800-44e0eb5f8e3a"
/>
<img width="1492" height="985" alt="Screenshot 2025-10-31 at 6 27 32 PM"
src="https://github.com/user-attachments/assets/5be610c4-b19e-4614-a164-103b22337382"
/>

* fix: Video bubble click and play issue (#12764)

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>

* feat: Differentiate bot and user in the summary (#12801)

While generating the summary, use the appropriate sender type for the
message.

* fix: Invalid image URL issue in Help Center articles (#12806)

* feat: allow bots to handle campaigns when sender_id is nil (#12805)

* fix: Add empty line before signature in compose conversation editor (#12702)

Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>

* feat: Enhance button interactions (#12738)

* fix: Remove the same account validation for whatsapp channels (#12811)

## Description

Modified the phone number validation in Whatsapp::ChannelCreationService
to check for duplicate phone numbers across ALL accounts, not just
within the current account.

## Type of change

- [ ] Bug fix (non-breaking change which fixes an issue)

## How Has This Been Tested?

- Added test coverage for cross-account phone number validation
- Using actual UI flow 
<img width="1493" height="532" alt="image"
src="https://github.com/user-attachments/assets/67d2bb99-2eb9-4115-8d56-449e4785e0d8"
/>


## 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

* feat: Update Captain navigation structure (#12761)

# Pull Request Template

## Description

This PR includes an update to the Captain navigation structure.

## Route Structure

```javascript
1. captain_assistants_responses_index    → /captain/:assistantId/faqs
2. captain_assistants_documents_index    → /captain/:assistantId/documents
3. captain_assistants_scenarios_index    → /captain/:assistantId/scenarios
4. captain_assistants_playground_index   → /captain/:assistantId/playground
5. captain_assistants_inboxes_index      → /captain/:assistantId/inboxes
6. captain_tools_index                   → /captain/tools
7. captain_assistants_settings_index     → /captain/:assistantId/settings
8. captain_assistants_guardrails_index   → /captain/:assistantId/settings/guardrails
9. captain_assistants_guidelines_index   → /captain/:assistantId/settings/guidelines
10. captain_assistants_index             → /captain/:navigationPath
```

**How it works:**

1. User clicks sidebar item → Routes to `captain_assistants_index` with
`navigationPath`
2. `AssistantsIndexPage` validates route and gets last active assistant,
if not redirects to assistant create page.
3. Routes to actual page: `/captain/:assistantId/:page`
4. Page loads with correct assistant context

Fixes
https://linear.app/chatwoot/issue/CW-5832/updating-captain-navigation

## Type of change

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

## How Has This Been Tested?




## Checklist:

- [x] My code follows the style guidelines of this project
- [x] 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
- [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

---------

Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>

* fix: Handle login when there are no accounts (#12816)

* chore: Update translations (#12794)

* chore(docs): Fix typos in some files (#12817)

This PR fixes typos in the file file using codespell.

* refactor: strategy pattern for mailbox conversation finding (#12766)

Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>

* fix: Issue with processing variables in outgoing email content (#12799)

Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
Co-authored-by: Vinay Keerthi <11478411+stonecharioteer@users.noreply.github.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>

* fix: hide pdf citations in captain faq responses (#12839)

* fix: Use contact_id instead of sender_id for Instagram message locks (#12841)

Previously, the lock key for Instagram used sender_id, which for echo
messages (outgoing) would be the account's own ID. This caused all
outgoing messages to compete for the same lock, creating a bottleneck
during bulk messaging.

The fix introduces contact_instagram_id method that correctly identifies
the contact's ID regardless of message direction:
- For echo messages (outgoing): uses recipient.id (the contact)
- For incoming messages: uses sender.id (the contact)

This ensures each conversation has a unique lock, allowing parallel
processing of webhooks while maintaining race condition protection
within individual conversations.

Fixes lock acquisition errors in Sidekiq when processing bulk Instagram
messages.

Fixes
https://linear.app/chatwoot/issue/CW-5931/p0-mutexapplicationjoblockacquisitionerror-failed-to-acquire-lock-for

## Type of change

- [x] Bug fix (non-breaking change which fixes an issue)

* fix: label tags for contactable inboxes (#12838)

* chore: Improve captain layout (#12820)

* feat: allow selecting month range in overview reports (#12701)

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>

* fix: respect status parameter when creating articles via API (#12846)

## Description

The Articles API was ignoring the `status` parameter when creating new
articles. All articles were forced to be drafts due to a hardcoded
`@article.draft!` call in the controller, even when users explicitly
sent `status: 1` (published) in their API request.

This PR removes the hardcoded draft enforcement and allows the status
parameter to be respected while maintaining backward compatibility.

Fixes #12063

## Type of change

- [x] Bug fix (non-breaking change which fixes an issue)

## How Has This Been Tested?

**Before:**
- API POST with `status: 1` → Created as draft (ignored parameter)
- API POST without status → Created as draft

**After:**
- API POST with `status: 1` → Created as published 
- API POST without status → Created as draft (backward compatible) 
- UI creates articles → Still creates as draft (UI doesn't send status)


**Tests run:**
```bash
bundle exec rspec spec/controllers/api/v1/accounts/articles_controller_spec.rb
# 17 examples, 0 failures
```

Updated tests:
1. Changed 2 existing tests that were verifying the broken behavior
(expecting draft when published was sent)
2. Added new test to verify articles default to draft when status is not
provided
3. All existing tests pass, confirming backward compatibility

## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [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

Co-authored-by: Sojan Jose <sojan@pepalo.com>

* feat: allow querying reporting events via the API (#12832)

* feat(webhooks): add name to webhook (#12641)

## Description

When working with webhooks, it's easy to lose track of which URL is
which. Adding a `name` (optional) column to the webhook model is a
straight-forward solution to make it significantly easier to identify
webhooks.

## Type of change

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

## How Has This Been Tested?

Model and controller specs, and also running in production over several
months without any issues.

| Before | After |
| --- | --- |
| <img width="949" height="990" alt="image copy 3"
src="https://github.com/user-attachments/assets/6b33c072-7d16-4a9c-a129-f9c0751299f5"
/> | <img width="806" height="941" alt="image"
src="https://github.com/user-attachments/assets/77f3cb3a-2eb0-41ac-95bf-d02915589690"
/> |
| <img width="1231" height="650" alt="image copy 2"
src="https://github.com/user-attachments/assets/583374af-96e0-4436-b026-4ce79b7f9321"
/> | <img width="1252" height="650" alt="image copy"
src="https://github.com/user-attachments/assets/aa81fb31-fd18-4e21-a40e-d8ab0dc76b4e"
/> |


## 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
- [x] 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
- [x] Any dependent changes have been merged and published in downstream
modules

* perf: speed up docker builds (#12859)

- Use separate keys to avoid cache overwrites across different
architecture builds


https://linear.app/chatwoot/issue/CW-5945/perf-speed-up-docker-builds

### 25 mins  ---> 5mins


## before

<img width="971" height="452" alt="image"
src="https://github.com/user-attachments/assets/535cebd6-6c16-48d1-a62d-ffb6f2fc9b08"
/>


## after
<img width="940" height="428" alt="image"
src="https://github.com/user-attachments/assets/359eb313-4bb5-4e0e-9492-a8ad48645159"
/>

* chore: Update missing places with new colors (#12862)

# Pull Request Template

## Description

This PR updates the colors in places that were missed during the color
update migration.

## Type of change

- [x] Bug fix (non-breaking change which fixes an issue)


## Checklist:

- [x] My code follows the style guidelines of this project
- [x] 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
- [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

* fix: Brand installation name not showing (#12861)

# Pull Request Template

## Description

Fixes
https://linear.app/chatwoot/issue/CW-5946/fix-brand-installation-name-issue-in-dyte

## Type of change

- [x] Bug fix (non-breaking change which fixes an issue)


## Checklist:

- [x] My code follows the style guidelines of this project
- [x] 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
- [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

* fix: migrate from deprecated annotate gem to annotaterb (#12845)

## Description

The `annotate` gem has been deprecated and users are experiencing
annotation errors with the new Rails 7 `serialize` syntax. This PR
migrates to `annotaterb`, the actively maintained fork.

Users reported errors when running `make db`:
```
Unable to annotate app/models/installation_config.rb: no implicit conversion of Hash into String  
Unable to annotate app/models/installation_config.rb: no implicit conversion of nil into Array
```

This PR updates the Gemfile and rake configuration to use `annotaterb`
instead.

Fixes #11673

## Type of change

- [x] Bug fix (non-breaking change which fixes an issue)

## How Has This Been Tested?

Tested locally with the following steps:
1. Run `bundle install` - successfully installed annotaterb 4.20.0
2. Run `RAILS_ENV=development bundle exec rails db:chatwoot_prepare` -
completed without annotation errors
3. Run `RAILS_ENV=development bundle exec rails annotate_rb:models` -
successfully annotated all models including InstallationConfig
4. Verified InstallationConfig model annotations are present and correct

## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] My changes generate no new warnings
- [x] New and existing unit tests pass locally with my changes

* chore: disable worker MemoryHigh throttling in systemd unit (#12871)

- set MemoryHigh to infinity in deployment/chatwoot-worker.1.service so
the worker is throttled only by the existing
    MemoryMax hard limit
- prevents cgroup reclaim from slowing Sidekiq under transient spikes
while still keeping the hard stop at 1.5 GB

* chore: Update translations (#12818)

* fix: revert annotaterb migration due to persistent annotation errors (#12881)

## Description

This PR reverts the migration from the `annotate` gem to `annotaterb`
introduced in PR #12845. The annotation errors reported in #11673
persist with both gems, and the old `annotate` gem handles the errors
more gracefully by continuing to process other models instead of
crashing.

**Testing reveals both gems fail with the same underlying issue:**

**Old annotate gem (3.2.0):**
```
Unable to annotate app/models/installation_config.rb: no implicit conversion of Hash into String
Unable to annotate app/models/installation_config.rb: no implicit conversion of nil into Array
Model files unchanged.
```
(Logs error but continues processing)

**New annotaterb gem (4.20.0):**
```
❯ bundle exec annotaterb models
ruby/3.4.4/lib/ruby/gems/3.4.0/gems/reline-0.3.6/lib/reline/terminfo.rb:2: warning: ruby/3.4.4/lib/ruby/3.4.0/fiddle.rb was loaded from the standard library, but will no longer be part of the default gems starting from Ruby 3.5.0.
You can add fiddle to your Gemfile or gemspec to silence this warning.
Also please contact the author of reline-0.3.6 to request adding fiddle into its gemspec.
Annotating models
bundler: failed to load command: annotaterb (ruby/3.4.4/bin/annotaterb)
ruby/3.4.4/lib/ruby/3.4.0/psych/parser.rb:62:in 'Psych::Parser#_native_parse': no implicit conversion of Hash into String (TypeError)

      _native_parse @handler, yaml, path
                    ^^^^^^^^^^^^^^^^^^^^
        from ruby/3.4.4/lib/ruby/3.4.0/psych/parser.rb:62:in 'Psych::Parser#parse'
        from ruby/3.4.4/lib/ruby/3.4.0/psych.rb:457:in 'Psych.parse_stream'
        from ruby/3.4.4/lib/ruby/3.4.0/psych.rb:401:in 'Psych.parse'
        from ruby/3.4.4/lib/ruby/3.4.0/psych.rb:325:in 'Psych.safe_load'
        from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/activerecord-7.1.5.2/lib/active_record/coders/yaml_column.rb:37:in 'ActiveRecord::Coders::YAMLColumn::SafeCoder#load'
        from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/activerecord-7.1.5.2/lib/active_record/coders/column_serializer.rb:37:in 'ActiveRecord::Coders::ColumnSerializer#load'
        from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/activerecord-7.1.5.2/lib/active_record/type/serialized.rb:22:in 'ActiveRecord::Type::Serialized#deserialize'
        from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/activemodel-7.1.5.2/lib/active_model/attribute.rb:175:in 'ActiveModel::Attribute::FromDatabase#type_cast'
        from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/activemodel-7.1.5.2/lib/active_model/attribute.rb:43:in 'ActiveModel::Attribute#value'
        from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/activemodel-7.1.5.2/lib/active_model/attribute_set.rb:37:in 'block in ActiveModel::AttributeSet#to_hash'
        from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/activesupport-7.1.5.2/lib/active_support/core_ext/enumerable.rb:78:in 'block in Enumerable#index_with'
        from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/activesupport-7.1.5.2/lib/active_support/core_ext/enumerable.rb:78:in 'Array#each'
        from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/activesupport-7.1.5.2/lib/active_support/core_ext/enumerable.rb:78:in 'Enumerable#index_with'
        from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/activemodel-7.1.5.2/lib/active_model/attribute_set.rb:37:in 'ActiveModel::AttributeSet#to_hash'
        from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/activerecord-7.1.5.2/lib/active_record/model_schema.rb:499:in 'ActiveRecord::ModelSchema::ClassMethods#column_defaults'
        from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/annotaterb-4.20.0/lib/annotate_rb/model_annotator/model_wrapper.rb:68:in 'AnnotateRb::ModelAnnotator::ModelWrapper#column_defaults'
        from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/annotaterb-4.20.0/lib/annotate_rb/model_annotator/model_wrapper.rb:139:in 'block in AnnotateRb::ModelAnnotator::ModelWrapper#built_attributes'
        from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/annotaterb-4.20.0/lib/annotate_rb/model_annotator/model_wrapper.rb:136:in 'Array#map'
        from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/annotaterb-4.20.0/lib/annotate_rb/model_annotator/model_wrapper.rb:136:in 'AnnotateRb::ModelAnnotator::ModelWrapper#built_attributes'
        from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/annotaterb-4.20.0/lib/annotate_rb/model_annotator/column_annotation/annotation_builder.rb:15:in 'AnnotateRb::ModelAnnotator::ColumnAnnotation::AnnotationBuilder#build'
        from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/annotaterb-4.20.0/lib/annotate_rb/model_annotator/annotation/annotation_builder.rb:52:in 'block in AnnotateRb::ModelAnnotator::Annotation::AnnotationBuilder::Annotation#columns'
        from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/annotaterb-4.20.0/lib/annotate_rb/model_annotator/annotation/annotation_builder.rb:51:in 'Array#map'
        from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/annotaterb-4.20.0/lib/annotate_rb/model_annotator/annotation/annotation_builder.rb:51:in 'AnnotateRb::ModelAnnotator::Annotation::AnnotationBuilder::Annotation#columns'
        from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/annotaterb-4.20.0/lib/annotate_rb/model_annotator/annotation/annotation_builder.rb:26:in 'AnnotateRb::ModelAnnotator::Annotation::AnnotationBuilder::Annotation#body'
        from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/annotaterb-4.20.0/lib/annotate_rb/model_annotator/annotation/annotation_builder.rb:35:in 'AnnotateRb::ModelAnnotator::Annotation::AnnotationBuilder::Annotation#build'
        from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/annotaterb-4.20.0/lib/annotate_rb/model_annotator/annotation/annotation_builder.rb:71:in 'AnnotateRb::ModelAnnotator::Annotation::AnnotationBuilder#build'
        from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/annotaterb-4.20.0/lib/annotate_rb/model_annotator/project_annotator.rb:43:in 'AnnotateRb::ModelAnnotator::ProjectAnnotator#build_instructions_for_file'
        from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/annotaterb-4.20.0/lib/annotate_rb/model_annotator/project_annotator.rb:17:in 'block in AnnotateRb::ModelAnnotator::ProjectAnnotator#annotate'
        from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/annotaterb-4.20.0/lib/annotate_rb/model_annotator/project_annotator.rb:13:in 'Array#map'
        from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/annotaterb-4.20.0/lib/annotate_rb/model_annotator/project_annotator.rb:13:in 'AnnotateRb::ModelAnnotator::ProjectAnnotator#annotate'
        from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/annotaterb-4.20.0/lib/annotate_rb/model_annotator/annotator.rb:21:in 'AnnotateRb::ModelAnnotator::Annotator#do_annotations'
        from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/annotaterb-4.20.0/lib/annotate_rb/model_annotator/annotator.rb:8:in 'AnnotateRb::ModelAnnotator::Annotator.do_annotations'
        from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/annotaterb-4.20.0/lib/annotate_rb/commands/annotate_models.rb:17:in 'AnnotateRb::Commands::AnnotateModels#call'
        from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/annotaterb-4.20.0/lib/annotate_rb/runner.rb:38:in 'AnnotateRb::Runner#run'
        from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/annotaterb-4.20.0/lib/annotate_rb/runner.rb:11:in 'AnnotateRb::Runner.run'
        from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/annotaterb-4.20.0/exe/annotaterb:18:in '<top (required)>'
        from ruby/3.4.4/bin/annotaterb:25:in 'Kernel#load'
        from ruby/3.4.4/bin/annotaterb:25:in '<top (required)>'
        from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/bundler-2.5.16/lib/bundler/cli/exec.rb:58:in 'Kernel.load'
        from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/bundler-2.5.16/lib/bundler/cli/exec.rb:58:in 'Bundler::CLI::Exec#kernel_load'
        from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/bundler-2.5.16/lib/bundler/cli/exec.rb:23:in 'Bundler::CLI::Exec#run'
        from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/bundler-2.5.16/lib/bundler/cli.rb:455:in 'Bundler::CLI#exec'
        from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/bundler-2.5.16/lib/bundler/vendor/thor/lib/thor/command.rb:28:in 'Bundler::Thor::Command#run'
        from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/bundler-2.5.16/lib/bundler/vendor/thor/lib/thor/invocation.rb:127:in 'Bundler::Thor::Invocation#invoke_command'
        from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/bundler-2.5.16/lib/bundler/vendor/thor/lib/thor.rb:527:in 'Bundler::Thor.dispatch'
        from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/bundler-2.5.16/lib/bundler/cli.rb:35:in 'Bundler::CLI.dispatch'
        from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/bundler-2.5.16/lib/bundler/vendor/thor/lib/thor/base.rb:584:in 'Bundler::Thor::Base::ClassMethods#start'
        from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/bundler-2.5.16/lib/bundler/cli.rb:29:in 'Bundler::CLI.start'
        from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/bundler-2.5.16/exe/bundle:28:in 'block in <top (required)>'
        from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/bundler-2.5.16/lib/bundler/friendly_errors.rb:117:in 'Bundler.with_friendly_errors'
        from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/bundler-2.5.16/exe/bundle:20:in '<top (required)>'
        from ruby/3.4.4/bin/bundle:25:in 'Kernel#load'
        from ruby/3.4.4/bin/bundle:25:in '<main>'


```
(Crashes immediately, stops all processing)

**Root cause:** The `InstallationConfig` model uses YAML serialization
(`serialize :serialized_value, coder: YAML`) on a JSONB database column.
When annotation tools read column defaults, PostgreSQL returns JSONB as
a Hash, but YAML expects a String, causing the type error.

The migration to annotaterb doesn't solve the problem - both gems
encounter the same error. The old gem is preferable as it continues
working despite the error.

Reverts #12845
Related to #11673

## Type of change

- [x] Bug fix (non-breaking change which fixes an issue)

## How Has This Been Tested?

1. Reverted commit 559d1b657
2. Ran `bundle install` to reinstall annotate gem v3.2.0
3. Ran `RAILS_ENV=development bundle exec annotate` 
- Result: Logs errors for InstallationConfig but completes successfully
4. Re-applied the annotaterb changes and tested `bundle exec annotaterb
models`
   - Result: Crashes with full stack trace and stops processing

## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] My changes generate no new warnings
- [x] New and existing unit tests pass locally with my changes


---
*Edited to truncate environment-specific info from error dump*

* chore: Hide assistant switcher on paywall screen (#12875)

* feat: Assignment service (v2) (#12320)

## Linear Link

 
## Description

This PR introduces a new robust auto-assignment system for conversations
in Chatwoot. The system replaces the existing round-robin assignment
with a more sophisticated service-based architecture that supports
multiple assignment strategies, rate limiting, and Enterprise features
like capacity-based assignment and balanced distribution.

## Type of change

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

## How Has This Been Tested?

- Unit test cases
- Test conversations getting assigned on status change to open
- Test the job directly via rails console

## 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]
> Adds a new service-based auto-assignment system with scheduled jobs,
rate limiting, enterprise capacity/balanced selection, and wiring via
inbox/handler; includes Redis helpers and comprehensive tests.
> 
> - **Auto-assignment v2 (core services)**:
> - Add `AutoAssignment::AssignmentService` with bulk assignment,
configurable conversation priority, RR selection, and per-agent rate
limiting via `AutoAssignment::RateLimiter`.
>   - Add `AutoAssignment::RoundRobinSelector` for agent selection.
> - **Jobs & scheduling**:
> - Add `AutoAssignment::AssignmentJob` (per-inbox bulk assign;
env-based limit) and `AutoAssignment::PeriodicAssignmentJob` (batch over
accounts/inboxes).
> - Schedule periodic run in `config/schedule.yml`
(`periodic_assignment_job`).
> - **Model/concerns wiring**:
> - Include `InboxAgentAvailability` in `Inbox`; add
`Inbox#auto_assignment_v2_enabled?`.
> - Update `AutoAssignmentHandler` to trigger v2 job when
`auto_assignment_v2_enabled?`, else fallback to legacy.
> - **Enterprise extensions**:
> - Add `Enterprise::InboxAgentAvailability` (capacity-aware filtering)
and `Enterprise::Concerns::Inbox` association `inbox_capacity_limits`.
> - Extend service via `Enterprise::AutoAssignment::AssignmentService`
(policy-driven config, capacity filtering, exclusion rules) and add
selectors/services: `BalancedSelector`, `CapacityService`.
> - **Infrastructure**:
> - Enhance `Redis::Alfred` with `expire`, key scan/count, and extended
ZSET helpers (`zadd`, `zcount`, `zcard`, `zrangebyscore`).
> - **Tests**:
> - Add specs for jobs, core service, rate limiter, RR selector, and
enterprise features (capacity, balanced selection, exclusions).
> 
> <sup>Written by [Cursor
Bugbot](https://cursor.com/dashboard?tab=bugbot) for commit
0ebe187c8aea73765b0122a44b18d6f465c2477f. This will update automatically
on new commits. Configure
[here](https://cursor.com/dashboard?tab=bugbot).</sup>
<!-- /CURSOR_SUMMARY -->

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>

* fix: Change contact_inboxes.source_id to text column (#12882)

## Description

Fixes CW-5961 where IMAP email processing failed with
`ActiveRecord::RecordInvalid: Validation failed: Source is too long
(maximum is 255 characters)` error.

This changes the `contact_inboxes.source_id` column from `string` (255
character limit) to `text` (unlimited) to accommodate long email message
IDs that were causing validation failures.

Fixes CW-5961

## Type of change

- [x] Bug fix (non-breaking change which fixes an issue)

## How Has This Been Tested?

- Added spec test validating `source_id` values longer than 255
characters (300 chars)
- All existing `contact_inbox_spec.rb` tests pass (7 examples, 0
failures)
- Migration applied successfully with reversible up/down methods
- Verified `source_id` column type changed to `text` with `null: false`
constraint preserved

## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [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

* feat: allow configuring attachment upload limit (#12835)

## Summary
- add a configurable MAXIMUM_FILE_UPLOAD_SIZE installation setting and
surface it through super admin and global config payloads
- apply the configurable limit to attachment validations and shared
upload helpers on dashboard and widget
- introduce a reusable helper with unit tests for parsing the limit and
extend attachment specs for configurability


------
[Codex
Task](https://chatgpt.com/codex/tasks/task_e_6912644786b08326bc8dee9401af6d0a)

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>

* feat: Customizable webhook timeout configuration (#12777)

## Summary
- Ability to configure the webhook timeout for Chatwoot self hosted
installations

fixes: https://github.com/chatwoot/chatwoot/issues/12754

* feat: Control the allowed login methods via Super Admin (#12892)

- Control the allowed authentication methods for a chatwoot installation
via super admin configs. [SAML, Google Auth etc]
------
[Codex
Task](https://chatgpt.com/codex/tasks/task_e_6917d503b6e48326a261672c1de91462)

---------

Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>

* chore: Update translations (#12876)

* feat: Backend - Companies API endpoint with pagination and search (#12840)

## Description

Adds API endpoint to list companies with pagination, search, and
sorting.

Fixes
https://linear.app/chatwoot/issue/CW-5930/add-backend-routes-to-get-companies-result
Parent issue:
https://linear.app/chatwoot/issue/CW-5928/add-companies-tab-to-dashboard

## Type of change

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

## How Has This Been Tested?

Added comprehensive specs to
`spec/enterprise/controllers/api/v1/accounts/companies_controller_spec.rb`:
- Pagination (25 per page, multiple pages)
- Search by name and domain (case-insensitive)
- Counter cache for contacts_count
- Account scoping
- Authorization

To reproduce:
```bash
bundle exec rspec spec/enterprise/controllers/api/v1/accounts/companies_controller_spec.rb
bundle exec rubocop enterprise/app/controllers/api/v1/accounts/companies_controller.rb
```

## Checklist:

- [x] My code follows the style guidelines of this project
- [x] 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
- [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: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>

* feat: Companies page (#12842)

# Pull Request Template

## Description

This PR introduces a new Companies section in the Chatwoot dashboard. It
lists all companies associated with the account and includes features
such as **search**, **sorting**, and **pagination** to enable easier
navigation and efficient management.

Fixes
https://linear.app/chatwoot/issue/CW-5928/add-companies-tab-to-dashboard

## Type of change

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

## How Has This Been Tested?

### Screenshot
<img width="1619" height="1200" alt="image"
src="https://github.com/user-attachments/assets/21f0a666-c3d6-4dec-bd02-1e38e0cd9542"
/>



## 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

---------

Co-authored-by: Vinay Keerthi <11478411+stonecharioteer@users.noreply.github.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>

* feat: Add Amazon SES inbound email support (#12893)

## Summary
- add AWS ActionMailbox SES gems
- document SES as incoming email provider
- note SES option in configuration

## Testing
- `bundle exec rubocop config/initializers/mailer.rb
config/environments/production.rb Gemfile`


------
[Codex
Task](https://chatgpt.com/codex/tasks/task_e_68bbb7d482288326b8f04bb795af0322)

---------

Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Vinay Keerthi <11478411+stonecharioteer@users.noreply.github.com>

* feat: hide email forwarding address if INBOUND_EMAIL_DOMAIN is not configured (#12768)

#### Summary

- Improved email inbox setup flow to handle cases where inbound email
forwarding is not configured on the installation
- Added conditional display of email forwarding address based on
MAILER_INBOUND_EMAIL_DOMAIN environment variable availability
- Enhanced user messaging to guide users toward configuring SMTP/IMAP
settings when forwarding is unavailable

#### Changes

**Backend (app/views/api/v1/models/_inbox.json.jbuilder)**
- Added forwarding_enabled boolean flag to inbox API response based on
MAILER_INBOUND_EMAIL_DOMAIN presence
- Made forward_to_email conditional - only included when forwarding is
enabled

  **Frontend - Inbox Creation Flow**
- Created new EmailInboxFinish.vue component to handle email inbox setup
completion
  - Shows different messages based on whether forwarding is enabled:
- With forwarding: displays forwarding address and encourages SMTP/IMAP
configuration
- Without forwarding: warns that SMTP/IMAP configuration is required for
emails to be processed
- Added link to configuration page for easy access to SMTP/IMAP settings

<img width="988" height="312" alt="Screenshot 2025-11-18 at 3 27 27 PM"
src="https://github.com/user-attachments/assets/928aff78-df73-49fa-9a26-dbbd1297b26a"
/>

<img width="765" height="489" alt="Screenshot 2025-11-18 at 3 24 46 PM"
src="https://github.com/user-attachments/assets/6a182c7d-087f-4e88-92a5-30f147a567a7"
/>


Fixes
https://linear.app/chatwoot/issue/CW-5881/hide-forwaring-email-section-if-inbound-email-domain-is-not-configured


## Type of change

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

## How Has This Been Tested?

- Tested locally

## 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>

* feat: APIs to assign agents_bots as assignee in conversations (#12836)

## Summary
- add an assignee_agent_bot_id column as an initital step to prototype
this before fully switching to polymorphic assignee
- update assignment APIs and conversation list / show endpoints to
reflect assignee as agent bot
- ensure webhook payloads contains agent bot assignee


[Codex
Task](https://chatgpt.com/codex/tasks/task_e_6912833377e48326b6641b9eee32d50f)

---------

Co-authored-by: Pranav <pranav@chatwoot.com>

* Bump version to 4.8.0

* chore: remove migration

---------

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
Co-authored-by: Chatwoot Bot <92152627+chatwoot-bot@users.noreply.github.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
Co-authored-by: Muhsin <muhsinkeramam@gmail.com>
Co-authored-by: Vinay Keerthi <11478411+stonecharioteer@users.noreply.github.com>
Co-authored-by: Vishnu Narayanan <iamwishnu@gmail.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Tanmay Deep Sharma <32020192+tds-1@users.noreply.github.com>
Co-authored-by: Lê Nam Khánh <55955273+khanhkhanhlele@users.noreply.github.com>
2025-11-19 16:25:58 -03:00
Sojan Jose
5f2b2f4221
feat: APIs to assign agents_bots as assignee in conversations (#12836)
## Summary
- add an assignee_agent_bot_id column as an initital step to prototype
this before fully switching to polymorphic assignee
- update assignment APIs and conversation list / show endpoints to
reflect assignee as agent bot
- ensure webhook payloads contains agent bot assignee


[Codex
Task](https://chatgpt.com/codex/tasks/task_e_6912833377e48326b6641b9eee32d50f)

---------

Co-authored-by: Pranav <pranav@chatwoot.com>
2025-11-18 18:20:58 -08:00
Sivin Varghese
e33f28dc33
feat: Companies page (#12842)
# Pull Request Template

## Description

This PR introduces a new Companies section in the Chatwoot dashboard. It
lists all companies associated with the account and includes features
such as **search**, **sorting**, and **pagination** to enable easier
navigation and efficient management.

Fixes
https://linear.app/chatwoot/issue/CW-5928/add-companies-tab-to-dashboard

## Type of change

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

## How Has This Been Tested?

### Screenshot
<img width="1619" height="1200" alt="image"
src="https://github.com/user-attachments/assets/21f0a666-c3d6-4dec-bd02-1e38e0cd9542"
/>



## 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

---------

Co-authored-by: Vinay Keerthi <11478411+stonecharioteer@users.noreply.github.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2025-11-18 15:29:15 +05:30
Sivin Varghese
1f0b56b96e
feat: Changelog card components (#12673)
# Pull Request Template

## Description

This PR introduces a new changelog component that can be used in the
sidebar.

Fixes
https://linear.app/chatwoot/issue/CW-5776/changelog-card-ui-component

## Type of change

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

## How Has This Been Tested?

### Screencast



https://github.com/user-attachments/assets/42e77e82-388a-4fc9-9b37-f3d0ea1a9d7f







## 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

---------

Co-authored-by: Muhsin <muhsinkeramam@gmail.com>
2025-10-27 14:39:49 +05:30
gabrieljablonski
8d4a6b856a Merge branch main into chore/merge-upstream-4.7.0 2025-10-16 12:08:20 -03:00
Shivam Mishra
9fb0dfa4a7
feat: Add UI for custom tools (#12585)
### Tools list

<img width="2316" height="666" alt="CleanShot 2025-10-03 at 20 42 41@2x"
src="https://github.com/user-attachments/assets/ccbffd16-804d-4eb8-9c64-2d1cfd407e4e"
/>

### Tools form 

<img width="2294" height="2202" alt="CleanShot 2025-10-03 at 20 43
05@2x"
src="https://github.com/user-attachments/assets/9f49aa09-75a1-4585-a09d-837ca64139b8"
/>

## Response

<img width="800" height="2144" alt="CleanShot 2025-10-03 at 20 45 56@2x"
src="https://github.com/user-attachments/assets/b0c3c899-6050-4c51-baed-c8fbec5aae61"
/>

---------

Co-authored-by: Pranav <pranavrajs@gmail.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
2025-10-06 09:05:54 -07:00
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
Tanmay Deep Sharma
4014a846f0
feat: Add the frontend support for MFA (#12372)
FE support for https://github.com/chatwoot/chatwoot/pull/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: iamsivin <iamsivin@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
2025-09-18 21:16:06 +05:30
Shivam Mishra
8f4b252045
feat: allow searching captain responses [CW-5631] (#12463) 2025-09-18 14:44:56 +05:30
Shivam Mishra
300d68f3f7
feat: SAML UI [CW-2958] (#12345)
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-09-15 19:33:54 +05:30
Sivin Varghese
59ba91473a
feat: Agent capacity policy index page with CRUD actions (#12409) 2025-09-12 16:22:42 +05:30
Sivin Varghese
55633ab063
feat: Agent assignment policy index page with CRUD actions (#12373)
# Pull Request Template

## Description

This PR incudes new Agent assignment policy index page with CRUD
actions.

Fixes
https://linear.app/chatwoot/issue/CW-5570/feat-assignment-policy-index-page-with-actions

## Type of change

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

## How Has This Been Tested?

### Loom

https://www.loom.com/share/17ab5ceca4854f179628a3b53f347e5a?sid=cb64e881-57fd-4ae1-921b-7648653cca33

### Screenshots

**Light mode**
<img width="1428" height="888" alt="image"
src="https://github.com/user-attachments/assets/fdbb83e9-1f4f-4432-9e8a-4a8f1b810d31"
/>


**Dark mode**
<img width="1428" height="888" alt="image"
src="https://github.com/user-attachments/assets/f1fb38b9-1150-482c-ba62-3fe63ee1c7d4"
/>
<img width="726" height="495" alt="image"
src="https://github.com/user-attachments/assets/90a6ad55-9ab6-4adb-93a7-2327f5f09c79"
/>


## 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

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-09-10 12:07:21 +05:30
gabrieljablonski
801033bd5f Merge branch 'main' into chore/merge-upstream-4.5.0 2025-08-20 11:20:31 -03:00
Tanmay Deep Sharma
d2583d32e9
feat: add reauth flow for wa embedded signup (#11940)
# Pull Request Template

## Description

Please include a summary of the change and issue(s) fixed. Also, mention
relevant motivation, context, and any dependencies that this change
requires.
Fixes # (issue)

## Type of change

Please delete options that are not relevant.

- [ ] 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?

Please describe the tests that you ran to verify your changes. Provide
instructions so we can reproduce. Please also list any relevant details
for your test configuration.


## 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: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-08-08 01:48:45 +05:30
Sivin Varghese
d9900e50a0
feat(cloud): Add support for viewing status of SSL in custom domains (#12011)
# Pull Request Template

## Description

Fixes
[CW-4620](https://linear.app/chatwoot/issue/CW-4620/rethinking-custom-domains-in-chatwoot)

<img width="642" height="187" alt="Screenshot 2025-07-29 at 8 17 44 PM"
src="https://github.com/user-attachments/assets/ad2f5dac-4b27-4dce-93ca-6cbba74443fb"
/>


## Type of change

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

## How Has This Been Tested?



## 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: Vishnu Narayanan <iamwishnu@gmail.com>
Co-authored-by: Pranav <pranavrajs@gmail.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
2025-07-30 10:52:47 -07:00
Sivin Varghese
df4de508e7
feat: New Scenarios page (#11975) 2025-07-30 19:34:27 +05:30
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
Tanmay Deep Sharma
61d10044a0
feat: Whatsapp embedded signup (#11612)
## Description

This PR introduces WhatsApp Embedded Signup functionality, enabling
users to connect their WhatsApp Business accounts through Meta's
streamlined OAuth flow without manual webhook configuration. This
significantly improves the user experience by automating the entire
setup process.

**Key Features:**

- Embedded signup flow using Facebook SDK and Meta's OAuth 2.0
- Automatic webhook registration and phone number configuration
- Enhanced provider selection UI with card-based design
- Real-time progress tracking during signup process
- Comprehensive error handling and user feedback


## Required Configuration

The following environment variables must be configured by administrators
before this feature can be used:
Super Admin Configuration (via
super_admin/app_config?config=whatsapp_embedded)

- `WHATSAPP_APP_ID`: The Facebook App ID for WhatsApp Business API
integration
- `WHATSAPP_CONFIGURATION_ID`: The Configuration ID for WhatsApp
Embedded Signup flow (obtained from Meta Developer Portal)
- `WHATSAPP_APP_SECRET`: The App Secret for WhatsApp Embedded Signup
flow (required for token exchange)
![Screenshot 2025-06-09 at 11 21
08 AM](https://github.com/user-attachments/assets/1615fb0d-27fc-4d9e-b193-9be7894ea93a)


## How Has This Been Tested?

#### Backend Tests (RSpec):

- Authentication validation for embedded signup endpoints
- Authorization code validation and error handling
- Missing business parameter validation
- Proper response format for configuration endpoint
- Unauthorized access prevention

#### Manual Test Cases:

- Complete embedded signup flow (happy path)
- Provider selection UI navigation
- Facebook authentication popup handling
- Error scenarios (cancelled auth, invalid business data, API failures)
- Configuration presence/absence behavior

## Related Screenshots:

![Screenshot 2025-06-09 at 7 48
18 PM](https://github.com/user-attachments/assets/34001425-df11-4d78-9424-334461e3178f)
![Screenshot 2025-06-09 at 7 48
22 PM](https://github.com/user-attachments/assets/c09f4964-3aba-4c39-9285-d1e8e37d0e33)
![Screenshot 2025-06-09 at 7 48
32 PM](https://github.com/user-attachments/assets/a34d5382-7a91-4e1c-906e-dc2d570c864a)
![Screenshot 2025-06-09 at 10 43
05 AM](https://github.com/user-attachments/assets/a15840d8-8223-4513-82e4-b08f23c95927)
![Screenshot 2025-06-09 at 10 42
56 AM](https://github.com/user-attachments/assets/8c345022-38b5-44c4-aba2-0cda81389c69)


Fixes
https://linear.app/chatwoot/issue/CW-2131/spec-for-whatsapp-cloud-channels-sign-in-with-facebook

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
2025-07-14 21:37:06 -07:00
Shivam Mishra
b26862e3d8
feat: notion OAuth setup (#11765)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-06-26 19:16:06 +05:30