Commit Graph

353 Commits

Author SHA1 Message Date
gabrieljablonski
112385fd9e Merge branch 'main' into chore/merge-4.13.0
Resolves 26 conflicts via manual review. Key decisions:

- signature: kept fork's send-time architecture (PR #79), discarded upstream's
  editor-manipulation functions
- WhatsApp incoming: combined fork's two-layer locking (source_id + contact
  phone) with upstream's blocked-contact drop. Fixed pre-existing regression
  where echoes were silently dropped
- InstallationConfig: upstream's simplified coder (validated against legacy
  YAML-in-jsonb data)
- schema.rb: regenerated, stripped kanban tables from other branches,
  restored f_unaccent SQL function
2026-04-17 16:23:47 -03:00
Vishnu Narayanan
72b8a31f2d
fix: handle users being stuck on is_creating billing flow (#12750)
Fixes https://linear.app/chatwoot/issue/CW-5880/handle-customers-being-stuck-on-biling-page
2026-04-16 13:22:31 +05:30
Aakash Bakhle
5264de24b0
feat: migrations for document auto-sync [AI-141] (#14041)
# Pull Request Template

## Description

Add migrations for document auto-sync

Fixes # (issue)

## Type of change

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

## How Has This Been Tested?
locally

## 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
2026-04-15 17:56:10 +05:30
Muhsin Keloth
f422c83c26
feat: Add unified Call model for voice calling (#14026)
Adds a Call model to track voice call state across providers (Twilio,
WhatsApp). This replaces storing call data in
conversation.additional_attributes and provides a foundation for call
analytics multi-call-per-conversation support, and future voice
providers.

---------

Co-authored-by: Muhsin <12408980+muhsin-k@users.noreply.github.com>
2026-04-13 20:28:09 +04:00
Tanmay Deep Sharma
0592cccca9
fix: prevent lost custom_attributes updates from concurrent jsonb writes (#14040)
## Linear ticket
https://linear.app/chatwoot/issue/CW-6834/billing-upgrade-didnt-work

## Description
A `customer.subscription.updated` Stripe webhook for account 76162
returned 200 OK but did not persist the new `subscribed_quantity`. Root
cause: a race condition between the webhook handler and
`increment_response_usage` (Captain usage counter), both doing
read-modify-write on the `custom_attributes` JSONB column. The webhook
wrote `quantity: 6`, then a concurrent `save` from
`increment_response_usage` overwrote the entire hash with stale data —
restoring `quantity: 5`.

Fix: use atomic `jsonb_set` so usage counter updates only touch the
single key they care about, instead of rewriting the whole
`custom_attributes` hash. `increment_custom_attribute` also performs the
increment in SQL, making concurrent increments correct as well.

## Type of change

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

## How Has This Been Tested?

- New regression spec in `handle_stripe_event_service_spec.rb` that
simulates concurrent webhook + `increment_response_usage` and asserts
both `subscribed_quantity` and `captain_responses_usage` survive
- Existing account, billing, captain, and topup specs all pass locally

## 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
2026-04-13 19:03:37 +07:00
Aakash Bakhle
f13f3ba446
fix: log only on system api key failures (#13968)
Removes sentry flooding of unnecessary rubyllm logs of wrong API key.
Logs only system api key error since it would be P0.

---------

Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-09 18:04:52 +05:30
zip-fa
00837019b5
fix(captain): display handoff message to customer in V2 flow (#13885)
HandoffTool changes conversation status but only posts a private note.
ResponseBuilderJob now detects the tool flag and creates the public
handoff message that was previously only shown in V1.

# Pull Request Template

## Description

Captain V2 was silently forwarding conversations to humans without
showing a handoff message to the customer. The conversation appeared to
just stop
responding.

Root cause: In V2, HandoffTool calls bot_handoff! during agent
execution, which changes conversation status from pending to open. By
the time control returns
to ResponseBuilderJob#process_response, the conversation_pending? guard
returns early - skipping create_handoff_message entirely. The V1 flow
didn't have this
problem because AssistantChatService just returns a string token
(conversation_handoff) and lets ResponseBuilderJob handle everything.

What changed:

1. AgentRunnerService now surfaces the handoff_tool_called flag (already
tracked internally for usage metadata) in its response hash.
2. ResponseBuilderJob#handoff_requested? detects handoffs from both V1
(response token) and V2 (tool flag).
3. ResponseBuilderJob#process_response checks handoff_requested? before
the conversation_pending? guard, so V2 handoffs are processed even when
the status has
already changed.
4. ResponseBuilderJob#process_action('handoff') captures
conversation_pending? before calling bot_handoff! and uses that snapshot
to guard both bot_handoff!
and the OOO message - preventing double-execution when V2's HandoffTool
already ran them.

New V2 handoff flow:
AgentRunnerService
  → agent calls HandoffTool (creates private note, calls bot_handoff!)
  → returns response with handoff_tool_called: true

ResponseBuilderJob#process_response
  → handoff_requested? detects the flag
  → process_action('handoff')
    → create_handoff_message (public message for customer)
    → bot_handoff! skipped (conversation_pending? is false)
    → OOO skipped (conversation_pending? is false)

Fixes #13881

## Type of change

Please delete options that are not relevant.

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

## How Has This Been Tested?

- Update existing response_builder_job_spec.rb covering the V2 handoff
path, V2 normal response path, and V1 regression
- Updated existing agent_runner_service_spec.rb expectations for the new
handoff_tool_called key and added a context for when the flag is true

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

---------

Co-authored-by: Aakash Bakhle <48802744+aakashb95@users.noreply.github.com>
Co-authored-by: aakashb95 <aakashbakhle@gmail.com>
2026-04-08 17:30:07 +05:30
Shivam Mishra
e5107604a0
feat: account enrichment using context.dev [UPM-27] (#13978)
## Account branding enrichment during signup

This PR does the following

### Replace Firecrawl with Context.dev

Switches the enterprise brand lookup from Firecrawl to Context.dev for
better data quality, built-in caching, and automatic filtering of
free/disposable email providers. The service interface changes from URL
to email input to match Context.dev's email endpoint. OSS still falls
back to basic HTML scraping with a normalized output shape across both
paths.

The enterprise path intentionally does not fall back to HTML scraping on
failure — speed matters more than completeness. We want the user on the
editable onboarding form fast, and a slow fallback scrape is worse than
letting them fill it in.

Requires `CONTEXT_DEV_API_KEY` in Super Admin → App Config. Without it,
falls back to OSS HTML scraping.

### Add job to enrich account details

After account creation, `Account::BrandingEnrichmentJob` looks up the
signup email and pre-fills the account name, colors, logos, social
links, and industry into `custom_attributes['brand_info']`.

The job signals completion via a short-lived Redis key (30s TTL) + an
ActionCable broadcast (`account.enrichment_completed`). The Redis key
lets the frontend distinguish "still running" from "finished with no
results."
2026-04-08 11:16:52 +05:30
Shivam Mishra
95463230cb
feat: sign webhooks for API channel and agentbots (#13892)
Account webhooks sign outgoing payloads with HMAC-SHA256, but agent bot
and API inbox webhooks were delivered unsigned. This PR adds the same
signing to both.

Each model gets a dedicated `secret` column rather than reusing the
agent bot's `access_token` (for API auth back into Chatwoot) or the API
inbox's `hmac_token` (for inbound contact identity verification). These
serve different trust boundaries and shouldn't be coupled — rotating a
signing secret shouldn't invalidate API access or contact verification.

The existing `Webhooks::Trigger` already signs when a secret is present,
so the backend change is just passing `secret:` through to the jobs.
Shared token logic is extracted into a `WebhookSecretable` concern
included by `Webhook`, `AgentBot`, and `Channel::Api`. The frontend
reuses the existing `AccessToken` component for secret display. Secrets
are admin-only and excluded from enterprise audit logs.

### How to test

Point an agent bot or API inbox webhook URL at a request inspector. Send
a message and verify `X-Chatwoot-Signature` and `X-Chatwoot-Timestamp`
headers are present. Reset the secret from settings and confirm
subsequent deliveries use the new value.

---------

Co-authored-by: Sojan Jose <sojan@pepalo.com>
2026-04-06 15:28:25 +05:30
Tanmay Deep Sharma
5fd3d5e036
feat: allow zero conversation limit capacity policy (#13964)
## Description

Two improvements to Agent Capacity Policy:

**1. Support exclusion via zero conversation limit**
Allow `conversation_limit` to be `0` on inbox capacity limits. Agents
with a zero limit are excluded from auto-assignment for that inbox while
remaining members for manual assignment.

**2. Fix exclusion rules duration input**
- Default changed from `10` to `null` so time-based exclusion isn't
applied unless explicitly set.
- Minimum lowered from 10 to 1 minute.
- `DurationInput` updated to handle `null` values correctly.

## 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)

## How Has This Been Tested?

- Added model and capacity service specs for zero-limit exclusion
behavior.
- Tested manually via UI flows 

## 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>
2026-04-06 11:39:14 +05:30
Gabriel Jablonski
053e684261
feat(mailer): add i18n support for transactional emails with pt-BR (#255)
* feat(mailer): add i18n support for all transactional emails with pt-BR translations

- Create Liquid i18n filter (LiquidFilters::I18nFilter) exposing I18n.t() as `t` filter
  with interpolation support via positional args
- Replace hardcoded English strings in all 26 Liquid email templates with i18n keys
- Replace hardcoded English strings in all 5 Devise ERB email templates (OSS + enterprise)
  with t() calls, using raw output (<%==) to prevent HTML-encoding of apostrophes
- Translate all mailer subjects to use I18n.t() for locale-aware rendering
- Add comprehensive pt-BR translations for all transactional emails
- Add SSO-specific i18n keys for enterprise confirmation instructions
- Fix ApplicationRecord#to_drop to walk STI hierarchy (e.g. SuperAdmin -> UserDrop)

* fix: address CodeRabbit review feedback

- Use _html suffix for Devise translation keys to prevent XSS while
  keeping apostrophes unencoded (Rails escapes interpolations automatically)
- Replace hardcoded English in SLA templates with full_body i18n keys
- Fix _target="blank" typo to target="_blank" in attachment links
- Add i18n for tiktok_disconnect subject and create liquid template
- Extract brand_name to private method in AccountNotificationMailer

* fix: address round 2 review feedback

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

---------

Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-03 15:48:52 -03:00
gabrieljablonski
0b6bc691ad revert: undo mailer i18n commits for PR-based rework 2026-04-03 13:49:06 -03:00
gabrieljablonski
ca765f5645 fix(mailer): update enterprise Devise template and fix HTML escaping in email translations
- Add i18n to enterprise confirmation_instructions.html.erb (SAML/SSO support)
- Add SSO-specific translation keys (en + pt_BR)
- Use raw output (<%==) in Devise ERB templates to prevent apostrophe HTML-encoding
2026-04-03 13:43:49 -03:00
Gabriel Jablonski
60839b9dd6
feat(mailer): add i18n support for all transactional emails with pt-BR translations (#254)
- Create Liquid i18n filter (LiquidFilters::I18nFilter) exposing I18n.t() as `t` filter
- Replace hardcoded English strings in all 26 Liquid email templates with i18n keys
- Replace hardcoded English strings in all 4 Devise ERB email templates with t() calls
- Translate all mailer subjects to use I18n.t() for locale-aware rendering
- Add comprehensive pt-BR translations for all transactional emails
- Fix ApplicationRecord#to_drop to walk STI hierarchy (SuperAdmin -> User)
2026-04-03 13:32:34 -03:00
Tanmay Deep Sharma
6f5ad8f372
fix: strip manually_managed_features from params in super admin account create (#13983)
## Summary

When a Super Admin creates a new account via the Administrate dashboard,
the `manually_managed_features` field (a virtual attribute stored in
`internal_attributes` JSON) is passed to `Account.new(...)`, raising
`ActiveModel::UnknownAttributeError`. The existing `update` action
already strips this param — this fix adds the same handling to `create`.

Closes -> https://linear.app/chatwoot/issue/INF-66
Related Sentry ->
https://chatwoot-p3.sentry.io/issues/7168237533/?project=6382945&referrer=Linear

## Type of change

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

## How to reproduce

1. Log in as Super Admin
2. Navigate to Accounts → New
3. Fill in the form (with or without manually managed features selected)
4. Submit → `ActiveModel::UnknownAttributeError: unknown attribute
'manually_managed_features' for Account`

## What changed

- Added a `create` override in
`Enterprise::SuperAdmin::AccountsController` that strips
`manually_managed_features` from params before calling `super`, then
persists them via `InternalAttributesService` after the account is
saved.
2026-04-02 19:58:43 +05:30
Aakash Bakhle
8daf6cf6cb
feat: captain custom tools v1 (#13890)
# Pull Request Template

## Description

Adds custom tool support to v1

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


## 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.

<img width="1816" height="958" alt="CleanShot 2026-03-24 at 11 37 33@2x"
src="https://github.com/user-attachments/assets/2777a953-8b65-4a2d-88ec-39f395b3fb47"
/>

<img width="378" height="488" alt="CleanShot 2026-03-24 at 11 38 18@2x"
src="https://github.com/user-attachments/assets/f6973c99-efd0-40e4-90fe-4472a2f63cea"
/>

<img width="1884" height="1452" alt="CleanShot 2026-03-24 at 11 38
32@2x"
src="https://github.com/user-attachments/assets/9fba4fc4-0c33-46da-888a-52ec6bad6130"
/>



## Checklist:

- [x] 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: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2026-04-02 12:40:11 +05:30
Aakash Bakhle
b4b5de9b46
fix: conservative hand_off prompt on auto-resolution (#13953)
# Pull Request Template

## Description

The initial version of prompt deciding to resolve or hand-off to human
agents was too conservative especially in cases where a link or an
action was told to customer. If the customer didn't respond, Captain was
told to hand it off to the agent, but customer may actually have solved
the issue. If not, they can come back and continue the conversation.

Removed two lines about the same and now we should not see needless
handoffs.

## Type of change

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

## 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.
locally

## 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
2026-03-31 11:10:12 +05:30
Shivam Mishra
7651c18b48
feat: firecrawl branding api [UPM-15] (#13903)
Adds `WebsiteBrandingService` (OSS) with an Enterprise override using
Firecrawl v2 to extract branding and business data from a URL for
onboarding auto-fill.

OSS version uses HTTParty + Nokogiri to extract:
- Business name (og:site_name or title)
- Language (html lang)
- Favicon
- Social links from `<a>` tags

Enterprise version makes a single Firecrawl call to fetch:
- Structured JSON (name, language, industry via LLM)
- Branding (favicon, primary color)
- Page links

Falls back to OSS if Firecrawl is unavailable or fails.

Social handles (WhatsApp, Facebook, Instagram, Telegram, TikTok, LINE)
are parsed deterministically via a shared `SocialLinkParser`.

> We use links for socials, since the LLM extraction was unreliable,
mostly returned empty, and hallucinated in some rare scenarios

## How to test

```ruby
# OSS (no Firecrawl key needed)
WebsiteBrandingService.new('chatwoot.com').perform

# Enterprise (requires CAPTAIN_FIRECRAWL_API_KEY)
WebsiteBrandingService.new('notion.so').perform
WebsiteBrandingService.new('postman.com').perform
```

Verify the returned hash includes business_name, language,
industry_category, social_handles, and branding with
favicon/primary_color.

<img width="908" height="393" alt="image"
src="https://github.com/user-attachments/assets/e3696887-d366-485a-89a0-8e1a9698a788"
/>
2026-03-30 11:32:03 +05:30
Tanmay Deep Sharma
04acc16609
fix: skip pay call if invoice already paid after finalize (#13924)
## Description

When a customer downgrades from Enterprise to Business, they may retain
unused Stripe credit balance. During an AI credits topup,
Stripe::Invoice.finalize_invoice auto-applies that credit balance to the
invoice. If the credit balance fully covers the invoice amount, Stripe
marks it as paid immediately upon finalization. Calling
Stripe::Invoice.pay on an already-paid invoice throws an error, breaking
the topup flow.
This fix retrieves the invoice status after finalization and skips the
pay call if Stripe has already settled it via credits.

## Type of change

Please delete options that are not relevant.

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

## How Has This Been Tested?

Tested against Stripe test mode with the following scenarios:

- Full credit balance payment: Customer has enough Stripe credit balance
to cover the entire invoice. Invoice is marked paid after
finalize_invoice — pay is correctly skipped. Credits are fulfilled
successfully.
- Partial credit balance payment: Customer has some Stripe credit
balance but not enough to cover the full amount. Invoice remains open
after finalization — pay is called and charges the remaining amount to
the default payment method. Credits are fulfilled successfully.
- Zero credit balance (normal payment): Customer has no Stripe credit
balance. Invoice remains open after finalization — pay charges the full
amount. Credits are fulfilled successfully.


## 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
2026-03-30 10:37:28 +05:30
Tanmay Deep Sharma
9efd554693
fix: resolve V2 capacity bypass in team assignment (#13904)
## Description

When Assignment V2 is enabled, the V2 capacity policies
(AgentCapacityPolicy / InboxCapacityLimit) are not respected during
team-based assignment paths. The system falls back to the legacy V1
max_assignment_limit, and since V1 is deprecated and typically
unconfigured in V2 setups, agents receive unlimited assignments
regardless of their V2 capacity.

Root cause: Inbox class directly defined
member_ids_with_assignment_capacity, which shadowed the
Enterprise::InboxAgentAvailability module override in Ruby's method
resolution order (MRO). This made the V2 capacity check unreachable
(dead code) for any code path using member_ids_with_assignment_capacity.

## Type of change

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

## How Has This Been Tested?

⏺ Before the fix
1. Enable assignment_v2 + advanced_assignment on account
2. Create AgentCapacityPolicy with InboxCapacityLimit = 1 for an inbox
3. Assign the policy to an agent (e.g., John)
4. Create 1 open conversation assigned to John (now at capacity)
5. Create a new unassigned conversation in the same inbox
6. Assign a team (containing John) to that conversation
7. Result: John gets assigned despite being at capacity
⏺ After the fix
Same steps 1–6.
7. Result: John is NOT assigned — conversation stays unassigned (no
agents with capacity available)


## 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
2026-03-27 15:38:17 +05:30
Vishnu Narayanan
4381be5f3e
feat: disable helpcenter on hacker plans (#12068)
This change blocks Help Center access for default/Hacker-plan accounts
and closes the downgrade gap that could leave `help_center` enabled
after a subscription falls back to the default cloud plan.

Fixes: none
Closes: none

## Why

Default-plan accounts should not be able to access the Help Center, but
the downgrade fallback path only reset the plan name and did not
reconcile premium feature flags. That meant some accounts could keep
`help_center` enabled even after landing back on the Hacker/default
plan.

## What this change does

- blocks Help Center portal and article access for default/Hacker-plan
accounts
- reconciles premium feature flags when a subscription falls back to the
default cloud plan, so `help_center` is disabled immediately instead of
waiting for a later webhook
- preserves existing account `custom_attributes` during Stripe customer
recreation instead of overwriting them
- adds Enterprise coverage for the default-plan access checks on hosted
and custom-domain Help Center routes
- fixes the public access check to use the resolved portal object so
blocked requests return the intended response instead of raising an
error

## Validation

1. Create or use an account on the default/Hacker cloud plan with an
active portal.
2. Visit the portal home page and a published article on both the
Chatwoot-hosted URL and a configured custom domain.
3. Confirm the Help Center is blocked for that account.
4. Downgrade a paid account back to the default/Hacker plan through the
Stripe webhook flow.
5. Confirm `help_center` is disabled right after the downgrade fallback
is processed and the account can no longer access the Help Center.

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
2026-03-26 23:48:46 -07:00
Sivin Varghese
4517c50227
feat: support bulk select and delete for documents (#13907) 2026-03-26 19:48:12 +05:30
Aakash Bakhle
14df7b3bc1
fix: ai-assist 404 on CE (#13891)
# Pull Request Template

## Description

Relocate controller from enterprise/ to app/ and add
Api::V1::Accounts::Captain::TasksController.prepend_mod_with for EE
overrides.

Fixes: Ai assist giving 404 on CE

## Type of change

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

## 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.

before:
<img width="482" height="130" alt="image"
src="https://github.com/user-attachments/assets/f51dc28a-ac54-45c4-9015-6f956fdf5057"
/>

after:
<img width="458" height="182" alt="image"
src="https://github.com/user-attachments/assets/eb86a679-5482-4157-9f4e-f3e9953d8649"
/>


## 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>
2026-03-24 16:58:11 +05:30
Aakash Bakhle
3c0d55f87a
fix: handoff only if conversation pending (#13882)
# Pull Request Template

## Description

- Skip handoff when the conversation is no longer pending. 
- Fetch conversation status with Conversation.uncached to avoid stale
query cache when checking pending state.

## Type of change

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

## 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.

Difficult to reproduce locally, but seen a couple of conversations where
bot hands off an extra time or Captain re-generates usually due to a
retry on FaradayTimeoutError but at perform time, the conversation
status is stale so it appears as if Captain responded in an open
conversation.

## 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
2026-03-23 17:09:58 +05:30
Aakash Bakhle
4af3e830fc
fix: conversation completion prompt to auto-resolve gibberish/no-intent messages after inactivity (#13875)
# Pull Request Template

## Description

For our account, the conversation completion evaluator was proving to be
too conservative. This resulted in queue noise.
This PR adds a line to handle gibberish/single worded messages with no
further context.

## Type of change

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

## 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.

<img width="3012" height="978" alt="CleanShot 2026-03-23 at 11 44 55@2x"
src="https://github.com/user-attachments/assets/328195e8-6ea0-4c3a-9049-ee80196eecad"
/>

<img width="2202" height="866" alt="CleanShot 2026-03-23 at 11 47 15@2x"
src="https://github.com/user-attachments/assets/8d51cff4-b18f-4582-9455-8119ec7eff3a"
/>


## 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
2026-03-23 12:18:23 +05:30
Aakash Bakhle
290dd3abf5
feat: allow captain to access contact attributes (#13850)
# Pull Request Template

## Description

Captain v1 does not have access to contact attributes. Added a toggle to
let user choose if they want contact information available to Captain.

## Type of change

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

## 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.

Specs and locally
<img width="1924" height="740" alt="CleanShot 2026-03-19 at 18 48 19@2x"
src="https://github.com/user-attachments/assets/353cfeaa-cd58-40eb-89e7-d660a1dc1185"
/>

![Uploading CleanShot 2026-03-19 at 18.53.26@2x.png…]()


## 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
2026-03-20 16:15:06 +05:30
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
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
Gabriel Jablonski
05e0d355dd
fix(captain): prevent clamp ArgumentError when captain limits are negative (#242)
When creating an inbox, `usage_limits` eagerly computes captain limits
even though only the `:inboxes` value is needed. If `total_count` in
`get_captain_limits` resolves to a negative number, `clamp(0, negative)`
raises `ArgumentError: min argument must be less than or equal to max
argument`, causing a 500 on inbox creation.

Ensure `total_count` is floored at 0 so the clamp range is always valid.

Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-19 20:51:04 -03:00
Aakash Bakhle
38dbda9378
fix: reverse order of api_key for bg task (#13826)
# Pull Request Template

## Description

we were getting 403, 401 errors on `translate_query` on langfuse and
sentry
This happened because, we use the customer's openai key if they have
BYOK
But translation is something they never opt in so we should not use
their quota for it.
This PR addresses the issue.

## Type of change

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

## 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.

locally

## 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
2026-03-17 17:36:40 +05:30
Aakash Bakhle
ac93290c9a
fix: skip captain auto-open for templates (#13802)
# Pull Request Template

## Description

WhatsApp template messages are treated as outgoing human messages so
conversations are automatically marked Open, preventing Captain from
responding. #13673

This PR fixes the behaviour for template messages, so that captain can
respond to them.

## Type of change


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

## 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:

- [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
2026-03-16 18:54:12 +05:30
Aakash Bakhle
a90ffe6264
feat: Add force legacy auto-resolve flag (#13804)
# Pull Request Template

## Description

Add account setting and store_accessor for
`captain_force_legacy_auto_resolve`.
Enterprise job now skips LLM evaluation when this flag is true and falls
back to legacy time-based resolution. Add spec to cover the fallback.


## Type of change

We recently rolled out Captain deciding if a conversation is resolved or
not. While it is an improvement for majority of customers, some still
prefer the old way of auto-resolving based on inactivity. This PR adds a
check.

## 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.

legacy_auto_resolve = true

<img width="1282" height="848" alt="CleanShot 2026-03-13 at 19 55 55@2x"
src="https://github.com/user-attachments/assets/dfdcc5d5-6d21-462b-87a6-a5e1b1290a8b"
/>


legacy_auto_resolve = false
<img width="1268" height="864" alt="CleanShot 2026-03-13 at 20 00 50@2x"
src="https://github.com/user-attachments/assets/f4719ec6-922a-4c3b-bc45-7b29eaced565"
/>



## 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
2026-03-13 15:04:58 -07:00
Aakash Bakhle
8aa49f69d2
fix: prefer system API key for completion service (#13799)
# Pull Request Template

## Description

Add an api_key override so internal conversation completions prefers
using the system API key and do not consume customer OpenAI credits.
## 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?

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.

specs and locally

## 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
2026-03-13 13:10:10 +05:30
Shivam Mishra
550b408656
fix: restrict existing user sign-in to account members (#13793)
SAML sign-in now only links an existing user when that user already
belongs to the account that initiated SSO. New users can still be
created for SAML-enabled accounts, and invited members can continue to
sign in through their IdP, but SAML will no longer auto-attach an
unrelated existing user record during login.

**What changed**
- Added an account-membership check before SAML reuses an existing user
by email.
- Kept first-time SAML user creation unchanged for valid new users.
- Added builder and request specs covering the allowed and rejected
login paths.
2026-03-13 12:22:25 +05:30
Aakash Bakhle
d6d38cdd7d
feat: captain decides if conversation should be resolved or kept open (#13336)
# Pull Request Template

## Description

captain decides if conversation should be resolved or open

Fixes
https://linear.app/chatwoot/issue/AI-91/make-captain-resolution-time-configurable

Update: Added 2 entries in reporting events:
`conversation_captain_handoff` and `conversation_captain_resolved`

## Type of change

Please delete options that are not relevant.

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

LLM call decides that conversation is resolved, drops a private note
<img width="1228" height="438" alt="image"
src="https://github.com/user-attachments/assets/fb2cf1e9-4b2b-458b-a1e2-45c53d6a0158"
/>

LLM call decides conversation is still open as query was not resolved
<img width="1215" height="573" alt="image"
src="https://github.com/user-attachments/assets/2d1d5322-f567-487e-954e-11ab0798d11c"
/>


## 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: Sojan Jose <sojan@pepalo.com>
2026-03-13 10:03:58 +05:30
Aakash Bakhle
87f5af4caa
fix: playground captain v2 scenarios (#13747)
# Pull Request Template

## Description

Playground now uses v2. It was only wired to use v1. Traces get `source:
playground` on langfuse when playground has been used.

## Type of change

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

## 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.

locally and specs
<img width="1806" height="1276" alt="image"
src="https://github.com/user-attachments/assets/41ef4eb3-52b1-4b8e-9a4f-e8510c90cb39"
/>


## 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
2026-03-11 14:05:16 +05:30
Aakash Bakhle
dbe35252bc
fix: Use handoff_key for scenarios (#13755)
# Pull Request Template

## Description

Ensure agent function names stay within OpenAI's 64-char limit
(ai-agents prepends "handoff_to_").

Add HANDOFF_TITLE_SLUG_MAX_LENGTH and
handoff_key generation: persisted records use `scenario_{id}_agent`; new
records use a truncated title slug.
Assistant scenario keys and agent_name now reference the generated
handoff key.

fixes :

`Invalid 'messages[9].tool_calls[0].function.name': string too long.
Expected a string with maximum length 64, but got a string with length
95 instead.`

## Type of change


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

## 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.

Tested locally
<img width="1806" height="1044" alt="image"
src="https://github.com/user-attachments/assets/40cd7a3d-3d97-43a8-bd56-d3f5d63abbda"
/>

## 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>
2026-03-11 14:01:25 +05:30
Vinay Keerthi
059506b1db
feat: Add automatic favicon fetching for companies (#13013)
## Summary

This Enterprise-only feature automatically fetches a favicon for
companies created with a domain, and adds a batch task to backfill
missing avatars for existing companies. The flow only targets companies
that do not already have an attached avatar, so existing avatars are
left untouched.


## Demo 



https://github.com/user-attachments/assets/d050334e-769f-4e46-b6e7-f7423727a192



## What changed

- Added `Avatar::AvatarFromFaviconJob` to build a Google favicon URL
from the company domain and fetch it through `Avatar::AvatarFromUrlJob`
- Triggered favicon fetching from `Company` with `after_create_commit`
- Added `Companies::FetchAvatarsJob` to batch existing companies that
are missing avatars
- Added `companies:fetch_missing_avatars` under `enterprise/lib/tasks`
- Kept the company-specific implementation inside the Enterprise
boundary
- Stubbed the new favicon request in unrelated specs that now hit this
callback indirectly
- Updated a couple of CI-sensitive specs that were failing due to
callback side effects / reload-safe exception assertions

## How to verify

1. Create a company in Enterprise with a valid domain and no avatar.
2. Confirm that a favicon-based avatar gets attached shortly after
creation.
3. Create another company with a domain and an avatar already attached.
4. Confirm that the existing avatar is not replaced.
5. Run `companies:fetch_missing_avatars`.
6. Confirm that existing companies without avatars get one, while
companies that already have avatars remain unchanged.

## Notes

- This change does not refresh or overwrite existing company avatars
- Favicon fetching only runs for companies with a present domain
- The branch includes the latest `develop`

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
2026-03-05 18:51:28 -08:00
Aakash Bakhle
fd69b4c8f2
fix: captain json parsing (#13708)
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2026-03-05 15:43:21 +05:30
Sojan Jose
42a244369d
feat(help-center): enable drag-and-drop category reordering (#13706) 2026-03-05 12:53:38 +05:30
Aakash Bakhle
8cfbb75128
fix: add missing V1 guardrails to V2 assistant prompt (#13701)
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2026-03-03 17:36:49 +05:30
Aakash Bakhle
374d2258c7
fix: captain talking over support agent (#13673) 2026-03-03 16:13:34 +05:30
Aakash Bakhle
c08fa631a9
feat: Add temporary account setting to disable Captain auto-resolve (#13680)
Add a temporary `captain_disable_auto_resolve` boolean setting on
accounts to prevent Captain from resolving conversations. Guards both
the scheduled resolution job and the assistant's resolve tool.

---------

Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-27 09:37:00 -08:00
eloijrseganfredo
14b4c83dc6
fix: Prevent AudioTranscriptionJob from crashing on OpenAI 401 error (#13653)
Describe the bug
In v4.8.0, when an audio message is received, the system enqueues
Messages::AudioTranscriptionJob even if OpenAI and Captain are disabled.
This causes a Faraday::UnauthorizedError (401) which crashes the Sidekiq
job and breaks the pipeline for that message.

To Reproduce
Disable OpenAI/Captain integrations.

Send an audio message to an inbox.

Check Sidekiq logs and observe the 401 crash in
AudioTranscriptionService.

What this PR does
Adds a rescue Faraday::UnauthorizedError block inside
AudioTranscriptionService#perform. Instead of crashing the worker, it
logs a warning and gracefully exits, allowing the job to complete
successfully.

Note: This fixes the backend crash. However, there is still a frontend
reactivity issue where the audio player UI requires an F5 to load the
media, which has been reported in Issue #11013.

---------

Co-authored-by: Eloi Junior Seganfredo <eloi@seganfredo.local>
Co-authored-by: Aakash Bakhle <48802744+aakashb95@users.noreply.github.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2026-02-27 14:12:03 +04:00
Shivam Mishra
df92fd12cb
fix: bot handoff should set waiting time (#13417)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2026-02-27 15:31:49 +05:30
Tanmay Deep Sharma
9ca03c1af3
chore: make all the deprecated feature flag reclaimable (#13646)
## Docs

https://www.notion.so/chatwoot/Redeeming-a-depreciated-feature-flag-313a5f274c9280f381cdd811eab42019?source=copy_link

## Description
Marks 8 unused feature flags as deprecated: true in features.yml,
freeing their bit slots for future reuse.
Removes dead code references from JS constants, help URLs, and
enterprise billing config.

## Type of change

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

## How Has This Been Tested?

- Simulated the "claim a slot" workflow 

## 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
2026-02-26 18:01:13 +05:30
Shivam Mishra
c218eff5ec
feat: add per-webhook secret with backfill migration (#13573) 2026-02-26 17:26:12 +05:30
Shivam Mishra
7c60ad9e28
feat: include contact verified status with each tool call (#13663)
Co-authored-by: aakashb95 <aakashbakhle@gmail.com>
2026-02-26 16:16:33 +05:30
Aakash Bakhle
efe49f7da4
fix: captain liquid render file system (#13647) 2026-02-25 20:19:34 +05:30