56c5609ca0
297 Commits
| Author | SHA1 | Message | Date | |
|---|---|---|---|---|
gabrieljablonski
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9a4c5058f3 | Merge branch 'main' into chore/merge-upstream-4.11.0 | ||
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Aakash Bakhle
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dae4f3ee13
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fix: move llm call of captain outside transaction (#13559)
# Pull Request Template ## Description Please include a summary of the change and issue(s) fixed. Also, mention relevant motivation, context, and any dependencies that this change requires. Fixes: The LLM call was wrapped in a transaction. This is an anti-pattern and caused idle-connections which PG eventually terminated with `PQconsumeInput() FATAL: terminating connection due to idle-in-transaction timeout` This resulted in activity messages being missing in some conversations on captain handoff, failures queueing up for retry and captain responding long after conversation was marked open/snoozed. ## 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 and specs ## 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: Muhsin Keloth <muhsinkeramam@gmail.com> |
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Aakash Bakhle
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138840a23f
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fix: typo in metadata key in captain v2 (#13558)
# Pull Request Template ## Description ## Type of change typo fix ## 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 |
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Aakash Bakhle
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aa7e3c2d38
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feat: langfuse logging improvements (#13534)
Langfuse logging improvements ## Description Please include a summary of the change and issue(s) fixed. Also, mention relevant motivation, context, and any dependencies that this change requires. Fixes # (issue) For reply suggestion: the errors are being stored inside output field, but observations should be marked as errors. For assistant: add credit_used metadata to filter handoffs from ai-replies For langfuse tool call: add `observation_type=tool` ## 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="1028" height="57" alt="image" src="https://github.com/user-attachments/assets/70f6a36e-6c33-444c-a083-723c7c9e823a" /> after: <img width="872" height="69" alt="image" src="https://github.com/user-attachments/assets/1b6b6f5f-5384-4e9c-92ba-f56748fec6dd" /> `credit_used` to filter handoffs from AI replies that cause credit usage <img width="1082" height="672" alt="image" src="https://github.com/user-attachments/assets/90914227-553a-4c03-bc43-56b2018ac7c1" /> set `observation_type` to `tool` <img width="726" height="1452" alt="image" src="https://github.com/user-attachments/assets/e639cc9b-1c6c-4427-887e-23e5523bf64f" /> ## Checklist: - [x] My code follows the style guidelines of this project - [x] I have performed a self-review of my code - [x] I have commented on my code, particularly in hard-to-understand areas - [ ] I have made corresponding changes to the documentation - [x] My changes generate no new warnings - [ ] I have added tests that prove my fix is effective or that my feature works - [x] New and existing unit tests pass locally with my changes - [x] Any dependent changes have been merged and published in downstream modules |
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Aakash Bakhle
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3874383698
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feat: insrument captain v2 (#13439)
# Pull Request Template ## Description Instruments captain v2 ## 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. Local testing: <img width="864" height="510" alt="image" src="https://github.com/user-attachments/assets/855ebce5-e8b8-4d22-b0bb-0d413769a6ab" /> ## 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> |
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Sojan Jose
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61eaa098ae
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fix(messages): reduce audio transcription 400 retry noise (#13487)
## Summary This PR reduces duplicate failure noise for audio transcription jobs that fail with permanent HTTP 400 responses, and fixes a file-format edge case causing intermittent 400s. Sentry issue: [CHATWOOT-99E / 6660541334](https://chatwoot-p3.sentry.io/issues/6660541334/) ## Confirmed root cause For some attachments, the stored filename had no extension (example: `speech`, content type `audio/mpeg`). When the temporary transcription upload file was created without an extension, OpenAI returned: `Unrecognized file format` (HTTP 400). ## Scope of changes 1. `Messages::AudioTranscriptionJob` - Keeps `discard_on Faraday::BadRequestError` to avoid retry storms on permanent request errors. - Adds explicit Rails warning logs for discarded jobs with attachment/job/status context. 2. `Messages::AudioTranscriptionService` - Keeps guaranteed temp file cleanup via `ensure`. - Ensures temp upload files include an extension when the original filename has none, derived from blob `content_type`. - This addresses intermittent failures like extensionless `audio/mpeg` files. ## Reproduction Enable audio transcription for an account and process an audio attachment whose stored filename has no extension (for example `speech`) but valid audio content type (`audio/mpeg`). Before this fix, OpenAI transcription could return HTTP 400 `Unrecognized file format` for that attachment while similar attachments with extensions succeeded. ## Testing Ran: `bundle exec rubocop enterprise/app/jobs/messages/audio_transcription_job.rb enterprise/app/services/messages/audio_transcription_service.rb` Result: both modified files pass lint with no offenses. |
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Tanmay Deep Sharma
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f4538ae2c5
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fix: Enforce team boundaries to prevent cross-team assignments (#13353)
## Description Fixes a critical bug where conversations assigned to a team could be auto-assigned to agents outside that team when all team members were at capacity. ## Type of change - [ ] Bug fix (non-breaking change which fixes an issue) ## Checklist: - [ ] My code follows the style guidelines of this project - [ ] I have performed a self-review of my code - [ ] I have commented on my code, particularly in hard-to-understand areas - [ ] I have made corresponding changes to the documentation - [ ] My changes generate no new warnings - [ ] I have added tests that prove my fix is effective or that my feature works - [ ] New and existing unit tests pass locally with my changes - [ ] Any dependent changes have been merged and published in downstream modules <!-- CURSOR_SUMMARY --> --- > [!NOTE] > **Medium Risk** > Changes core assignment selection for both legacy and v2 flows; misconfiguration of `allow_auto_assign` or team membership could cause conversations to remain unassigned. > > **Overview** > Prevents auto-assignment from crossing team boundaries by filtering eligible agents to the conversation’s `team` members (and requiring `team.allow_auto_assign`) in both the legacy `AutoAssignmentHandler` path and the v2 `AutoAssignment::AssignmentService` (including the Enterprise override). > > Adds test coverage to ensure team-scoped conversations only assign to team members, and are skipped when team auto-assign is disabled or no team members are available; also updates the conversations controller spec setup to include team membership. > > <sup>Written by [Cursor Bugbot](https://cursor.com/dashboard?tab=bugbot) for commit 67ed2bda0cd8ffd56c7e0253b86369dead2e6155. This will update automatically on new commits. Configure [here](https://cursor.com/dashboard?tab=bugbot).</sup> <!-- /CURSOR_SUMMARY --> |
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Shivam Mishra
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2c2f0547f7
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fix: Captain not responding to campaign conversations (#13489)
Co-authored-by: Aakash Bakhle <48802744+aakashb95@users.noreply.github.com> |
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Vishnu Narayanan
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00ed074d72
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fix: disable email transcript for free plans (#13509)
- Block email transcript functionality for accounts without a paid plan to prevent SES abuse. |
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Tanmay Deep Sharma
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7b512bd00e
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fix: V2 Assignment service enhancements (#13036)
## Linear Ticket: https://linear.app/chatwoot/issue/CW-6081/review-feedback ## Description Assignment V2 Service Enhancements - Enable Assignment V2 on plan upgrade - Fix UI issue with fair distribution policy display - Add advanced assignment feature flag and enhance Assignment V2 capabilities ## Type of change - [ ] Bug fix (non-breaking change which fixes an issue) ## How Has This Been Tested? This has been tested using the UI. ## Checklist: - [ ] My code follows the style guidelines of this project - [ ] I have performed a self-review of my code - [ ] I have commented on my code, particularly in hard-to-understand areas - [ ] I have made corresponding changes to the documentation - [ ] My changes generate no new warnings - [ ] I have added tests that prove my fix is effective or that my feature works - [ ] New and existing unit tests pass locally with my changes - [ ] Any dependent changes have been merged and published in downstream modules <!-- CURSOR_SUMMARY --> --- > [!NOTE] > **Medium Risk** > Changes auto-assignment execution paths, rate limiting defaults, and feature-flag gating (including premium plan behavior), which could affect which conversations get assigned and when. UI rewires inbox settings and policy flows, so regressions are possible around navigation/linking and feature visibility. > > **Overview** > **Adds a new premium `advanced_assignment` feature flag** and uses it to gate capacity/balanced assignment features in the UI (sidebar entry, settings routes, assignment-policy landing cards) and backend (Enterprise balanced selector + capacity filtering). `advanced_assignment` is marked premium, included in Business plan entitlements, and auto-synced in Enterprise accounts when `assignment_v2` is toggled. > > **Improves Assignment V2 policy UX** by adding an inbox-level “Conversation Assignment” section (behind `assignment_v2`) that can link/unlink an assignment policy, navigate to create/edit policy flows with `inboxId` query context, and show an inbox-link prompt after creating a policy. The policy form now defaults to enabled, disables the `balanced` option with a premium badge/message when unavailable, and inbox lists support click-to-navigate. > > **Tightens/adjusts auto-assignment behavior**: bulk assignment now requires `inbox.enable_auto_assignment?`, conversation ordering uses the attached `assignment_policy` priority, and rate limiting uses `assignment_policy` config with an infinite default limit while still tracking assignments. Tests and i18n strings are updated accordingly. > > <sup>Written by [Cursor Bugbot](https://cursor.com/dashboard?tab=bugbot) for commit 23bc03bf75ee4376071e4d7fc7cd564c601d33d7. This will update automatically on new commits. Configure [here](https://cursor.com/dashboard?tab=bugbot).</sup> <!-- /CURSOR_SUMMARY --> --------- Co-authored-by: Pranav <pranav@chatwoot.com> Co-authored-by: iamsivin <iamsivin@gmail.com> Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com> Co-authored-by: Shivam Mishra <scm.mymail@gmail.com> |
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Aakash Bakhle
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bd732f1fa9
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fix: search faqs in account language (#13428)
# Pull Request Template ## Description Reply suggestions uses `search_documentation`. While this is useful, there is a subtle bug, a user's message may be in a different language (say spanish) than the FAQs present (english). This results in embedding search in spanish and compared against english vectors, which results in poor retrieval and poor suggestions. Fixes # (issue) This PR fixes the above behaviour by making a small llm call translate the query before searching in the search documentation tool ## 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="894" height="157" alt="image" src="https://github.com/user-attachments/assets/83871ee5-511e-4432-8b99-39e803759f63" /> after: <img width="1149" height="294" alt="image" src="https://github.com/user-attachments/assets/f9617d7a-6d48-4ca1-ad1c-2181e16c1f3d" /> test on rails console: <img width="2094" height="380" alt="image" src="https://github.com/user-attachments/assets/159fdaa5-8808-49d2-be5d-304d69fa97f7" /> ## 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 |
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Sojan Jose
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053b7774dd
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fix: Render all account limit fields (#13435)
## Bug Explanation - The Super Admin limits form renders inputs by iterating the keys of `account.limits`. - When `account.limits` was present, `AccountLimitsField#to_s` returned only that hash (no defaults). - On save, `SuperAdmin::AccountsController` compacts the limits hash, removing blank keys. - Result: if only one key (e.g., `agents`) was saved, the other keys were missing from the hash and their fields disappeared on the next render. ## Fix - Always start from a defaults hash of all expected limit keys and merge in any saved overrides. - This keeps the UI stable and ensures all limit inputs remain visible even when the stored hash is partial. - Upgraded meta_request to `0.8.5` to stop a dev‑only `SystemStackError` caused by JSON‑encoding ActiveRecord::Transaction in Rails 7.2. No production behavior changes. ## Reproduction Steps 1. In Super Admin, edit an account and set only `agents` in the limits; leave other limit fields blank and save. 2. Re-open the same account in Super Admin. 3. Observe that only `agents` is rendered and other limit fields are missing. ## Testing - Tested on UI --------- Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com> |
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Vishnu Narayanan
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c884cdefde
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feat: add per-account daily rate limit for outbound emails (#13411)
Introduce a daily cap on non-channel outbound emails to prevent abuse. Fixes https://linear.app/chatwoot/issue/CW-6418/ses-incident-jan-28 ## Type of change - [x] New feature (non-breaking change which adds functionality) - [x] Breaking change (fix or feature that would cause existing functionality not to work as expected) ## Summary - Adds a Redis-based daily counter to rate limit outbound emails per account, preventing email abuse - Covers continuity emails (WebWidget/API), conversation transcripts, and agent notifications - Email channel replies are excluded (paid feature, not abusable) - Adds account suspension check in `ConversationReplyMailer` to block already-queued emails for suspended accounts ## Limit Resolution Hierarchy 1. Per-account override (`account.limits['emails']`) — SuperAdmin configurable 2. Enterprise plan-based (`ACCOUNT_EMAILS_PLAN_LIMITS` InstallationConfig) 3. Global default (`ACCOUNT_EMAILS_LIMIT` InstallationConfig, default: 100) 4. Fallback (`ChatwootApp.max_limit` — effectively unlimited) ## Enforcement Points | Path | Where | Behavior | |------|-------|----------| | WebWidget/API continuity | `SendEmailNotificationService#should_send_email_notification?` | Silently skipped | | Widget transcript | `Widget::ConversationsController#transcript` | Returns 429 | | API transcript | `ConversationsController#transcript` | Returns 429 | | Agent notifications | `Notification::EmailNotificationService#perform` | Silently skipped | | Email channel replies | Not rate limited | Paid feature | | Suspended accounts | `ConversationReplyMailer` | Blocked at mailer level | |
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Aakash Bakhle
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81307d5aea
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feat: search documentation tool for reply suggestions (#13340)
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com> |
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Aakash Bakhle
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77493c5d0f
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fix: captain assistant image comprehension (#13390)
# Pull Request Template ## Description Fixes # (issue) When we migrated to RubyLLM, images weren't being sent properly in RubyLLM format to the model, so it did not understand images. ## 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 + local testing Current behaviour on staging: <img width="772" height="1012" alt="image" src="https://github.com/user-attachments/assets/7b7d360f-dea4-48af-b20b-ee4c98a38a85" /> local testing with fix: <img width="792" height="1216" alt="image" src="https://github.com/user-attachments/assets/5ef82452-015e-4bda-a68f-884d00acb014" /> ## 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> |
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Muhsin Keloth
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04b2901e1f
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feat: Conversation workflows(EE) (#13040)
We are expanding Chatwoot’s automation capabilities by introducing **Conversation Workflows**, a dedicated section in settings where teams can configure rules that govern how conversations are closed and what information agents must fill before resolving. This feature helps teams enforce data consistency, collect structured resolution information, and ensure downstream reporting is accurate. Instead of having auto‑resolution buried inside Account Settings, we introduced a new sidebar item: - Auto‑resolve conversations (existing behaviour) - Required attributes on resolution (new) This groups all conversation‑closing logic into a single place. #### Required Attributes on Resolve Admins can now pick which custom conversation attributes must be filled before an agent can resolve a conversation. **How it works** - Admin selects one or more attributes from the list of existing conversation level custom attributes. - These selected attributes become mandatory during resolution. - List all the attributes configured via Required Attributes (Text, Number, Link, Date, List, Checkbox) - When an agent clicks Resolve Conversation: If attributes already have values → the conversation resolves normally. If attributes are missing → a modal appears prompting the agent to fill them. <img width="1554" height="1282" alt="CleanShot 2025-12-10 at 11 42 23@2x" src="https://github.com/user-attachments/assets/4cd5d6e1-abe8-4999-accd-d4a08913b373" /> #### Custom Attributes Integration On the Custom Attributes page, we will surfaced indicators showing how each attribute is being used. Each attribute will show badges such as: - Resolution → used in the required‑on‑resolve workflow - Pre‑chat form → already existing <img width="2390" height="1822" alt="CleanShot 2025-12-10 at 11 43 42@2x" src="https://github.com/user-attachments/assets/b92a6eb7-7f6c-40e6-bf23-6a5310f2d9c5" /> #### Admin Flow - Navigate to Settings → Conversation Workflows. - Under Required attributes on resolve, click Add Required Attribute. - Pick from the dropdown list of conversation attributes. - Save changes. Agents will now be prompted automatically whenever they resolve. <img width="2434" height="872" alt="CleanShot 2025-12-10 at 11 44 42@2x" src="https://github.com/user-attachments/assets/632fc0e5-767c-4a1c-8cf4-ffe3d058d319" /> #### NOTES - The Required Attributes on Resolve modal should only appear when values are missing. - Required attributes must block the resolution action until satisfied. - Bulk‑resolve actions should follow the same rules — any conversation missing attributes cannot be bulk‑resolved, rest will be resolved, show a notification that the resolution cannot be done. - API resolution does not respect the attributes. --------- Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com> Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com> Co-authored-by: iamsivin <iamsivin@gmail.com> Co-authored-by: Pranav <pranav@chatwoot.com> |
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Shivam Mishra
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6a482926b4
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feat: new Captain Editor (#13235)
Co-authored-by: Aakash Bakhle <48802744+aakashb95@users.noreply.github.com> Co-authored-by: Vishnu Narayanan <iamwishnu@gmail.com> Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com> Co-authored-by: iamsivin <iamsivin@gmail.com> Co-authored-by: aakashb95 <aakashbakhle@gmail.com> |
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Pranav
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b2ffad1998
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fix: Validate status and priority params in search conversations tool (#13295)
Co-authored-by: Claude Opus 4.5 <noreply@anthropic.com> |
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gabrieljablonski
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6ab1898992 | Merge branch 'main' into chore/merge-upstream-4.10 | ||
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Pranav
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a8b302d4cd
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feat(ee): Review Notes for CSAT Reports (#13289)
CSAT scores are helpful, but on their own they rarely tell the full story. A drop in rating can come from delayed timelines, unclear expectations, or simple misunderstandings, even when the issue itself was handled correctly. Review Notes for CSAT let admins/report manager roles add internal-only context next to each CSAT response. This makes it easier to interpret scores properly and focus on patterns and root causes, not just numbers. <img width="2170" height="1680" alt="image" src="https://github.com/user-attachments/assets/56df7fab-d0a7-4a94-95b9-e4c459ad33d5" /> ### Why this matters * Capture the real context behind individual CSAT ratings * Clarify whether a low score points to a genuine service issue or a process gap * Spot recurring themes across conversations and teams * Make CSAT reviews more useful for leadership reviews and retrospectives ### How Review Notes work **View CSAT responses** Open the CSAT report to see overall metrics, rating distribution, and individual responses. **Add a Review Note** For any CSAT entry, managers can add a Review Note directly below the customer’s feedback. **Document internal insights** Use Review Notes to capture things like: * Why a score was lower or higher than expected * Patterns you are seeing across similar cases * Observations around communication, timelines, or customer expectations Review Notes are visible only to administrators and people with report access only. We may expand visibility to agents in the future based on feedback. However, customers never see them. Each note clearly shows who added it and when, making it easy to review context and changes over time. |
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Aakash Bakhle
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bddf06907b
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fix: double counting in langfuse instrumentation (#13202) | ||
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Shivam Mishra
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34b42a1ce1
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feat: add global config for captain settings (#13141)
Co-authored-by: aakashb95 <aakashbakhle@gmail.com> Co-authored-by: Aakash Bakhle <48802744+aakashb95@users.noreply.github.com> |
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Shivam Mishra
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b099d3a1eb
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fix: PDF errors not loading in CI (#13236) | ||
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Vinay Keerthi
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005a22fd69
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feat: Add sorting by contacts count to companies list (#13012)
## Description Adds the ability to sort companies by the number of contacts they have (contacts_count) in ascending or descending order. This is part of the Chatwoot 5.0 release requirements for the companies feature. The implementation uses a scope-based approach consistent with other sorting implementations in the codebase (e.g., contacts sorting by last_activity_at). ## Type of change - [x] New feature (non-breaking change which adds functionality) ## Available Sorting Options After this change, the Companies API supports the following sorting options: | Sort Field | Type | Ascending | Descending | |------------|------|-----------|------------| | `name` | string | `?sort=name` | `?sort=-name` | | `domain` | string | `?sort=domain` | `?sort=-domain` | | `created_at` | datetime | `?sort=created_at` | `?sort=-created_at` | | `contacts_count` | integer (scope) | `?sort=contacts_count` | `?sort=-contacts_count` | **Note:** Prefix with `-` for descending order. Companies with NULL contacts_count will appear last (NULLS LAST). ## CURL Examples **Sort by contacts count (ascending):** ```bash curl -X GET 'https://app.chatwoot.com/api/v1/accounts/{account_id}/companies?sort=contacts_count' \ -H 'api_access_token: YOUR_API_TOKEN' ``` **Sort by contacts count (descending):** ```bash curl -X GET 'https://app.chatwoot.com/api/v1/accounts/{account_id}/companies?sort=-contacts_count' \ -H 'api_access_token: YOUR_API_TOKEN' ``` **Sort by name (ascending):** ```bash curl -X GET 'https://app.chatwoot.com/api/v1/accounts/{account_id}/companies?sort=name' \ -H 'api_access_token: YOUR_API_TOKEN' ``` **Sort by created_at (descending):** ```bash curl -X GET 'https://app.chatwoot.com/api/v1/accounts/{account_id}/companies?sort=-created_at' \ -H 'api_access_token: YOUR_API_TOKEN' ``` **With pagination:** ```bash curl -X GET 'https://app.chatwoot.com/api/v1/accounts/{account_id}/companies?sort=-contacts_count&page=2' \ -H 'api_access_token: YOUR_API_TOKEN' ``` ## How Has This Been Tested? - Added RSpec tests for both ascending and descending sort - All 24 existing specs pass - Manually tested the sorting functionality with test data **Test configuration:** - Ruby 3.4.4 - Rails 7.1.5.2 - PostgreSQL (test database) **To reproduce:** 1. Run `bundle exec rspec spec/enterprise/controllers/api/v1/accounts/companies_controller_spec.rb` 2. All tests should pass (24 examples, 0 failures) ## Checklist: - [x] My code follows the style guidelines of this project - [x] I have performed a self-review of my code - [x] My changes generate no new warnings - [x] I have added tests that prove my fix is effective or that my feature works - [x] New and existing unit tests pass locally with my changes ## Technical Details **Backend changes:** - Controller: Added `sort_on :contacts_count` with scope-based sorting - Model: Added `order_on_contacts_count` scope using `Arel::Nodes::SqlLiteral` and `sanitize_sql_for_order` with `NULLS LAST` for consistent NULL handling - Specs: Added 2 new tests for ascending/descending sort validation **Files changed:** - `enterprise/app/controllers/api/v1/accounts/companies_controller.rb` - `enterprise/app/models/company.rb` - `spec/enterprise/controllers/api/v1/accounts/companies_controller_spec.rb` **Note:** This PR only includes the backend implementation. Frontend changes (sort menu UI + i18n) will follow in a separate commit. --------- Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com> Co-authored-by: iamsivin <iamsivin@gmail.com> Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com> Co-authored-by: Pranav <pranav@chatwoot.com> |
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Pranav
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837026c146
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feat: Use amplitude for Cloud Analytics (#13217)
Migrates our analytics integration on Cloud from PostHog to Amplitude. This change updates the core AnalyticsHelper class to use the Amplitude SDK while maintaining the same tracking interface. Rest of all existing analytics calls throughout the codebase continue to work without modification. **Changes:** - Replace PostHog analytics with Amplitude SDK - Rename ANALYTICS_TOKEN to CLOUD_ANALYTICS_TOKEN for clarity - Fix bug in page() method signature that was causing malformed payloads |
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Aakash Bakhle
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dcc72ee63c
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fix: consistent instrumentation with conversation.display_id (#13194) | ||
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Vinay Keerthi
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59cbf57e20
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feat: Advanced Search Backend (#12917)
## Description
Implements comprehensive search functionality with advanced filtering
capabilities for Chatwoot (Linear: CW-5956).
This PR adds:
1. **Time-based filtering** for contacts and conversations (SQL-based
search)
2. **Advanced message search** with multiple filters
(OpenSearch/Elasticsearch-based)
- **`from` filter**: Filter messages by sender (format: `contact:42` or
`agent:5`)
- **`inbox_id` filter**: Filter messages by specific inbox
- **Time range filters**: Filter messages using `since` and `until`
parameters (Unix timestamps in seconds)
- **90-day limit enforcement**: Automatically limits searches to the
last 90 days to prevent performance issues
The implementation extends the existing `Enterprise::SearchService`
module for advanced features and adds time filtering to the base
`SearchService` for SQL-based searches.
## API Documentation
### Base URL
All search endpoints follow this pattern:
```
GET /api/v1/accounts/{account_id}/search/{resource}
```
### Authentication
All requests require authentication headers:
```
api_access_token: YOUR_ACCESS_TOKEN
```
---
## 1. Search All Resources
**Endpoint:** `GET /api/v1/accounts/{account_id}/search`
Returns results from all searchable resources (contacts, conversations,
messages, articles).
### Parameters
| Parameter | Type | Description | Required |
|-----------|------|-------------|----------|
| `q` | string | Search query | Yes |
| `page` | integer | Page number (15 items per page) | No |
| `since` | integer | Unix timestamp (contacts/conversations only) | No
|
| `until` | integer | Unix timestamp (contacts/conversations only) | No
|
### Example Request
```bash
curl -X GET "https://app.chatwoot.com/api/v1/accounts/1/search?q=customer" \
-H "api_access_token: YOUR_ACCESS_TOKEN"
```
### Example Response
```json
{
"payload": {
"contacts": [...],
"conversations": [...],
"messages": [...],
"articles": [...]
}
}
```
---
## 2. Search Contacts
**Endpoint:** `GET /api/v1/accounts/{account_id}/search/contacts`
Search contacts by name, email, phone number, or identifier with
optional time filtering.
### Parameters
| Parameter | Type | Description | Required |
|-----------|------|-------------|----------|
| `q` | string | Search query | Yes |
| `page` | integer | Page number (15 items per page) | No |
| `since` | integer | Unix timestamp - filter by last_activity_at | No |
| `until` | integer | Unix timestamp - filter by last_activity_at | No |
### Example Requests
**Basic search:**
```bash
curl -X GET "https://app.chatwoot.com/api/v1/accounts/1/search/contacts?q=john" \
-H "api_access_token: YOUR_ACCESS_TOKEN"
```
**Search contacts active in the last 7 days:**
```bash
SINCE=$(date -v-7d +%s)
curl -X GET "https://app.chatwoot.com/api/v1/accounts/1/search/contacts?q=john&since=${SINCE}" \
-H "api_access_token: YOUR_ACCESS_TOKEN"
```
**Search contacts active between 30 and 7 days ago:**
```bash
SINCE=$(date -v-30d +%s)
UNTIL=$(date -v-7d +%s)
curl -X GET "https://app.chatwoot.com/api/v1/accounts/1/search/contacts?q=john&since=${SINCE}&until=${UNTIL}" \
-H "api_access_token: YOUR_ACCESS_TOKEN"
```
### Example Response
```json
{
"payload": {
"contacts": [
{
"id": 42,
"email": "john@example.com",
"name": "John Doe",
"phone_number": "+1234567890",
"identifier": "user_123",
"additional_attributes": {},
"created_at": 1701234567
}
]
}
}
```
---
## 3. Search Conversations
**Endpoint:** `GET /api/v1/accounts/{account_id}/search/conversations`
Search conversations by display ID, contact name, email, phone number,
or identifier with optional time filtering.
### Parameters
| Parameter | Type | Description | Required |
|-----------|------|-------------|----------|
| `q` | string | Search query | Yes |
| `page` | integer | Page number (15 items per page) | No |
| `since` | integer | Unix timestamp - filter by last_activity_at | No |
| `until` | integer | Unix timestamp - filter by last_activity_at | No |
### Example Requests
**Basic search:**
```bash
curl -X GET "https://app.chatwoot.com/api/v1/accounts/1/search/conversations?q=billing" \
-H "api_access_token: YOUR_ACCESS_TOKEN"
```
**Search conversations active in the last 24 hours:**
```bash
SINCE=$(date -v-1d +%s)
curl -X GET "https://app.chatwoot.com/api/v1/accounts/1/search/conversations?q=billing&since=${SINCE}" \
-H "api_access_token: YOUR_ACCESS_TOKEN"
```
**Search conversations from last month:**
```bash
SINCE=$(date -v-30d +%s)
UNTIL=$(date +%s)
curl -X GET "https://app.chatwoot.com/api/v1/accounts/1/search/conversations?q=billing&since=${SINCE}&until=${UNTIL}" \
-H "api_access_token: YOUR_ACCESS_TOKEN"
```
### Example Response
```json
{
"payload": {
"conversations": [
{
"id": 123,
"display_id": 45,
"inbox_id": 1,
"status": "open",
"messages": [...],
"meta": {...}
}
]
}
}
```
---
## 4. Search Messages (Advanced)
**Endpoint:** `GET /api/v1/accounts/{account_id}/search/messages`
Advanced message search with multiple filters powered by
OpenSearch/Elasticsearch.
### Prerequisites
- OpenSearch/Elasticsearch must be running (`OPENSEARCH_URL` env var
configured)
- Account must have `advanced_search` feature flag enabled
- Messages must be indexed in OpenSearch
### Parameters
| Parameter | Type | Description | Required |
|-----------|------|-------------|----------|
| `q` | string | Search query | Yes |
| `page` | integer | Page number (15 items per page) | No |
| `from` | string | Filter by sender: `contact:{id}` or `agent:{id}` |
No |
| `inbox_id` | integer | Filter by specific inbox ID | No |
| `since` | integer | Unix timestamp - searches from this time (max 90
days ago) | No |
| `until` | integer | Unix timestamp - searches until this time | No |
### Important Notes
- **90-Day Limit**: If `since` is not provided, searches default to the
last 90 days
- If `since` exceeds 90 days, returns `422` error: "Search is limited to
the last 90 days"
- All time filters use message `created_at` timestamp
### Example Requests
**Basic message search:**
```bash
curl -X GET "https://app.chatwoot.com/api/v1/accounts/1/search/messages?q=refund" \
-H "api_access_token: YOUR_ACCESS_TOKEN"
```
**Search messages from a specific contact:**
```bash
curl -X GET "https://app.chatwoot.com/api/v1/accounts/1/search/messages?q=refund&from=contact:42" \
-H "api_access_token: YOUR_ACCESS_TOKEN"
```
**Search messages from a specific agent:**
```bash
curl -X GET "https://app.chatwoot.com/api/v1/accounts/1/search/messages?q=refund&from=agent:5" \
-H "api_access_token: YOUR_ACCESS_TOKEN"
```
**Search messages in a specific inbox:**
```bash
curl -X GET "https://app.chatwoot.com/api/v1/accounts/1/search/messages?q=refund&inbox_id=3" \
-H "api_access_token: YOUR_ACCESS_TOKEN"
```
**Search messages from the last 7 days:**
```bash
SINCE=$(date -v-7d +%s)
curl -X GET "https://app.chatwoot.com/api/v1/accounts/1/search/messages?q=refund&since=${SINCE}" \
-H "api_access_token: YOUR_ACCESS_TOKEN"
```
**Search messages between specific dates:**
```bash
SINCE=$(date -v-30d +%s)
UNTIL=$(date -v-7d +%s)
curl -X GET "https://app.chatwoot.com/api/v1/accounts/1/search/messages?q=refund&since=${SINCE}&until=${UNTIL}" \
-H "api_access_token: YOUR_ACCESS_TOKEN"
```
**Combine all filters:**
```bash
SINCE=$(date -v-14d +%s)
curl -X GET "https://app.chatwoot.com/api/v1/accounts/1/search/messages?q=refund&from=contact:42&inbox_id=3&since=${SINCE}" \
-H "api_access_token: YOUR_ACCESS_TOKEN"
```
**Attempt to search beyond 90 days (returns error):**
```bash
SINCE=$(date -v-120d +%s)
curl -X GET "https://app.chatwoot.com/api/v1/accounts/1/search/messages?q=refund&since=${SINCE}" \
-H "api_access_token: YOUR_ACCESS_TOKEN"
```
### Example Response (Success)
```json
{
"payload": {
"messages": [
{
"id": 789,
"content": "I need a refund for my purchase",
"message_type": "incoming",
"created_at": 1701234567,
"conversation_id": 123,
"inbox_id": 3,
"sender": {
"id": 42,
"type": "contact"
}
}
]
}
}
```
### Example Response (90-day limit exceeded)
```json
{
"error": "Search is limited to the last 90 days"
}
```
**Status Code:** `422 Unprocessable Entity`
---
## 5. Search Articles
**Endpoint:** `GET /api/v1/accounts/{account_id}/search/articles`
Search help center articles by title or content.
### Parameters
| Parameter | Type | Description | Required |
|-----------|------|-------------|----------|
| `q` | string | Search query | Yes |
| `page` | integer | Page number (15 items per page) | No |
### Example Request
```bash
curl -X GET "https://app.chatwoot.com/api/v1/accounts/1/search/articles?q=installation" \
-H "api_access_token: YOUR_ACCESS_TOKEN"
```
### Example Response
```json
{
"payload": {
"articles": [
{
"id": 456,
"title": "Installation Guide",
"slug": "installation-guide",
"portal_slug": "help",
"account_id": 1,
"category_name": "Getting Started",
"status": "published",
"updated_at": 1701234567
}
]
}
}
```
---
## Technical Implementation
### SQL-Based Search (Contacts, Conversations, Articles)
- Uses PostgreSQL `ILIKE` queries by default
- Optional GIN index support via `search_with_gin` feature flag for
better performance
- Time filtering uses `last_activity_at` for contacts/conversations
- Returns paginated results (15 per page)
### Advanced Search (Messages)
- Powered by OpenSearch/Elasticsearch via Searchkick gem
- Requires `OPENSEARCH_URL` environment variable
- Requires `advanced_search` account feature flag
- Enforces 90-day lookback limit via
`Limits::MESSAGE_SEARCH_TIME_RANGE_LIMIT_DAYS`
- Validates inbox access permissions before filtering
- Returns paginated results (15 per page)
---
## Type of change
- [x] New feature (non-breaking change which adds functionality)
- [x] Enhancement (improves existing functionality)
---
## How Has This Been Tested?
### Unit Tests
- **Contact Search Tests**: 3 new test cases for time filtering
(`since`, `until`, combined)
- **Conversation Search Tests**: 3 new test cases for time filtering
- **Message Search Tests**: 10+ test cases covering:
- Individual filters (`from`, `inbox_id`, time range)
- Combined filters
- Permission validation for inbox access
- Feature flag checks
- 90-day limit enforcement
- Error handling for exceeded time limits
### Test Commands
```bash
# Run all search controller tests
bundle exec rspec spec/controllers/api/v1/accounts/search_controller_spec.rb
# Run search service tests (includes enterprise specs)
bundle exec rspec spec/services/search_service_spec.rb
```
### Manual Testing Setup
A rake task is provided to create 50,000 test messages across multiple
inboxes:
```bash
# 1. Create test data
bundle exec rake search:setup_test_data
# 2. Start OpenSearch
mise elasticsearch-start
# 3. Reindex messages
rails runner "Message.search_index.import Message.all"
# 4. Enable feature flag
rails runner "Account.first.enable_features('advanced_search')"
# 5. Test via API or Rails console
```
---
## Checklist
- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [x] I have made corresponding changes to the documentation (this PR
description)
- [x] My changes generate no new warnings
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
---
## Additional Notes
### Requirements
- **OpenSearch/Elasticsearch**: Required for advanced message search
- Set `OPENSEARCH_URL` environment variable
- Example: `export OPENSEARCH_URL=http://localhost:9200`
- **Feature Flags**:
- `advanced_search`: Account-level flag for message advanced search
- `search_with_gin` (optional): Account-level flag for GIN-based SQL
search
### Performance Considerations
- 90-day limit prevents expensive long-range queries on large datasets
- GIN indexes recommended for high-volume search on SQL-based resources
- OpenSearch/Elasticsearch provides faster full-text search for messages
### Breaking Changes
- None. All new parameters are optional and backward compatible.
### Frontend Integration
- Frontend PR tracking advanced search UI will consume these endpoints
- Time range pickers should convert JavaScript `Date` to Unix timestamps
(seconds)
- Date conversion: `Math.floor(date.getTime() / 1000)`
### Error Handling
- Invalid `from` parameter format is silently ignored (filter not
applied)
- Time range exceeding 90 days returns `422` with error message
- Missing `q` parameter returns `422` (existing behavior)
- Unauthorized inbox access is filtered out (no error, just excluded
from results)
---------
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
|
||
|
Tanmay Deep Sharma
|
d408f664cb
|
fix: add linear integration for the startup plan (#13136)
Co-authored-by: tanmay <tanmay-chatwoot@tanmays-MacBook-Pro.local> |
||
|
gabrieljablonski
|
6d9a344186 | chore: fix linting | ||
|
gabrieljablonski
|
549214e96d | Merge branch main into chore/merge-upstream | ||
|
Sojan Jose
|
d2ba9a2ad3
|
feat(enterprise): add voice conference API (#13064)
The backend APIs for the voice call channel ref: #11602 |
||
|
Aakash Bakhle
|
3fce56c98f
|
fix: captain template message conflict (#13048)
Co-authored-by: aakashb95 <aakash@chatwoot.com> Co-authored-by: Shivam Mishra <scm.mymail@gmail.com> Co-authored-by: Vishnu Narayanan <iamwishnu@gmail.com> |
||
|
Aakash Bakhle
|
1de8d3e56d
|
feat: legacy features to ruby llm (#12994) | ||
|
Shivam Mishra
|
0d8e249fe4
|
feat: include chatwoot metadata with each tool call (#12907) | ||
|
Muhsin Keloth
|
20fa5eeaa5
|
fix: Prevent SLA deletion timeouts by moving to async job (#12944)
This PR fixes the HTTP 500 timeout errors occurring when deleting SLA
policies that have large volumes of historical data.
The fix moves the deletion workflow to asynchronous background
processing using the existing `DeleteObjectJob`.
By offloading heavy cascaded deletions (applied SLAs, SLA events,
conversation nullifications) from the request cycle, the API can now
return immediately while the cleanup continues in the background
avoiding the `Rack::Timeout::RequestTimeoutException`. This ensures that
SLA policies can be deleted reliably, regardless of data size.
### Problem
Deleting an SLA policy via `DELETE
/api/v1/accounts/{account_id}/sla_policies/{id}` fails consistently with
`Rack::Timeout::RequestTimeoutException (15s)` for policies with large
amounts of related data.
Because the current implementation performs all dependent deletions
**synchronously**, Rails processes:
- `has_many :applied_slas, dependent: :destroy` (thousands)
- Each `AppliedSla#destroy` → triggers destruction of many `SlaEvent`
records
- `has_many :conversations, dependent: :nullify` (thousands)
This processing far exceeds the Rack timeout window and consistently
triggers HTTP 500 errors for users.
### Solution
This PR applies the same pattern used successfully in Inbox deletion.
**Move deletion to async background jobs**
- Uses `DeleteObjectJob` for centralized, reliable cleanup.
- Allows the DELETE API call to respond immediately.
**Chunk large datasets**
- Records are processed in **batches of 5,000** to reduce DB load and
avoid job timeouts.
|
||
|
Tanmay Deep Sharma
|
3051da1e44
|
fix: add renewal identification for credit flow (#12999) | ||
|
Tanmay Deep Sharma
|
eb759255d8
|
perf: update the logic to purchase credits (#12998)
## Description - Replaces Stripe Checkout session flow with direct card charging for AI credit top-ups - Adds a two-step confirmation modal (select package → confirm purchase) for better UX - Creates Stripe invoice directly and charges the customer's default payment method immediately ## Type of change - [ ] New feature (non-breaking change which adds functionality) ## How Has This Been Tested? - Using the specs - UI manual test cases <img width="945" height="580" alt="image" src="https://github.com/user-attachments/assets/52bdad46-cd0e-4927-b13f-54c6b6353bcc" /> <img width="945" height="580" alt="image" src="https://github.com/user-attachments/assets/231bc7e9-41ac-440d-a93d-cba45a4d3e3e" /> ## Checklist: - [ ] My code follows the style guidelines of this project - [ ] I have performed a self-review of my code - [ ] I have commented on my code, particularly in hard-to-understand areas - [ ] I have made corresponding changes to the documentation - [ ] My changes generate no new warnings - [ ] I have added tests that prove my fix is effective or that my feature works - [ ] New and existing unit tests pass locally with my changes - [ ] Any dependent changes have been merged and published in downstream modules --------- Co-authored-by: Shivam Mishra <scm.mymail@gmail.com> |
||
|
Sojan Jose
|
cc86b8c7f1
|
fix: stream attachment handling in workers (#12870)
We’ve been watching Sidekiq workers climb from ~600 MB at boot to 1.4–1.5 GB after an hour whenever attachment-heavy jobs run. This PR is an experiment to curb that growth by streaming attachments instead of loading the whole blob into Ruby: reply-mailer inline attachments, Telegram uploads, and audio transcriptions now read/write in chunks. If this keeps RSS stable in production we’ll keep it; otherwise we’ll roll it back and keep digging |
||
|
Shivam Mishra
|
a971ff00f8
|
fix: ruby_llm version conflicts with ai-agents (#13011)
Co-authored-by: aakashb95 <aakash@chatwoot.com> |
||
|
Aakash Bakhle
|
eed2eaceb0
|
feat: Migrate ruby llm captain (#12981)
Co-authored-by: aakashb95 <aakash@chatwoot.com> Co-authored-by: Shivam Mishra <scm.mymail@gmail.com> |
||
|
Tanmay Deep Sharma
|
b269cca0bf
|
feat: Add AI credit topup flow for Stripe (#12988)
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com> Co-authored-by: Pranav <pranav@chatwoot.com> |
||
|
Aakash Bakhle
|
1ef945de7b
|
feat: Instrument captain (#12949)
Co-authored-by: aakashb95 <aakash@chatwoot.com> |
||
|
Aakash Bakhle
|
3ded13c8d5
|
chore(revert): switch label suggestions back gpt 4 mini (#12959)
Co-authored-by: aakashb95 <aakash@chatwoot.com> Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com> |
||
|
Aakash Bakhle
|
fa07b9158a
|
fix: switch label suggestions to gpt-5-nano (#12945) | ||
|
Sojan Jose
|
48627da0f9
|
feat: outbound voice call essentials (#12782)
- Enables outbound voice calls in voice channel . We are only caring about wiring the logic to trigger outgoing calls to the call button introduced in previous PRs. We will connect it to call component in subsequent PRs ref: #11602 ## Screens <img width="2304" height="1202" alt="image" src="https://github.com/user-attachments/assets/b91543a8-8d4e-4229-bd80-9727b42c7b0f" /> <img width="2304" height="1200" alt="image" src="https://github.com/user-attachments/assets/1a1dad2a-8cb2-4aa2-9702-c062416556a7" /> --------- Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com> Co-authored-by: iamsivin <iamsivin@gmail.com> Co-authored-by: Vishnu Narayanan <vishnu@chatwoot.com> |
||
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Aakash Bakhle
|
e9c60aec04
|
feat: Add support for Langfuse LLM Tracing via OTEL (#12905)
This PR adds LLM instrumentation on langfuse for ai-editor feature ## Type of change New feature (non-breaking change which adds functionality) Needs langfuse account and env vars to be set ## How Has This Been Tested? I configured personal langfuse credentials and instrumented the app, traces can be seen in langfuse. each conversation is one session. <img width="1683" height="714" alt="image" src="https://github.com/user-attachments/assets/3fcba1c9-63cf-44b9-a355-fd6608691559" /> <img width="1446" height="172" alt="image" src="https://github.com/user-attachments/assets/dfa6e98f-4741-4e04-9a9e-078d1f01e97b" /> ## Checklist: - [x ] My code follows the style guidelines of this project - [ x] I have performed a self-review of my code - [ x] I have commented on my code, particularly in hard-to-understand areas - [ ] I have made corresponding changes to the documentation - [ x] My changes generate no new warnings - [ ] I have added tests that prove my fix is effective or that my feature works - [ ] New and existing unit tests pass locally with my changes - [ ] Any dependent changes have been merged and published in downstream modules --------- Co-authored-by: aakashb95 <aakash@chatwoot.com> Co-authored-by: Vishnu Narayanan <iamwishnu@gmail.com> Co-authored-by: Pranav <pranav@chatwoot.com> |
||
|
Gabriel Jablonski
|
b03dfdb751
|
Chore/merge upstream 4.8.0 (#150)
* chore: Hide "Learn More" button in feature spotlight for self-hosted (#12675) * feat: single query for reporting event stats (#12664) This PR collapses multiple queries fetching stats from a single table to a single query ```sql SELECT user_id as user_id, COUNT(CASE WHEN name = 'conversation_resolved' THEN 1 END) as resolved_count, AVG(CASE WHEN name = 'conversation_resolved' THEN value END) as avg_resolution_time, AVG(CASE WHEN name = 'first_response' THEN value END) as avg_first_response_time, AVG(CASE WHEN name = 'reply_time' THEN value END) as avg_reply_time FROM "reporting_events" WHERE "reporting_events"."account_id" = <account_id> AND "reporting_events"."created_at" >= '2025-09-14 18:30:00' AND "reporting_events"."created_at" < '2025-10-14 18:29:59' GROUP BY "reporting_events"."user_id"; ``` ### Why this works? Here's why this optimization is faster based on PostgreSQL internals: - Single Table Scan vs Multiple Scans: Earlier we did 4 sequential scans (or 4 index scans) of the same data, with the same where clause, now in a single scan all 4 `CASE` expressions are evaluated in a single pass. - Shared Buffer Cache Efficiency: PostgreSQL's shared buffer cache stores recently accessed pages, with this, pages are loaded once and re-used for all aggregation, earlier with separate queries we were forced to re-read all from the disk each time - Reduced planning and network overhead (4 vs 1 query) ### How is it tested 1. The specs all pass without making any changes 2. Verified the reports side by side after generating from report seeder #### How to test Generate seed data using the following command ```bash ACCOUNT_ID=1 ENABLE_ACCOUNT_SEEDING=true bundle exec rake db:seed:reports_data ``` Once done download the reports, checkout to this branch and download the reports again and compare them * chore: Update translations (#12625) * chore: Migrate mailers from the worker to jobs (#12331) Previously, email replies were handled inside workers. There was no execution logs. This meant if emails silently failed (as reported by a customer), we had no way to trace where the issue happened, the only assumption was “no error = mail sent.” By moving email handling into jobs, we now have proper execution logs for each attempt. This makes it easier to debug delivery issues and would have better visibility when investigating customer reports. Fixes https://linear.app/chatwoot/issue/CW-5538/emails-are-not-sentdelivered-to-the-contact --------- Co-authored-by: Sojan Jose <sojan@pepalo.com> Co-authored-by: Shivam Mishra <scm.mymail@gmail.com> * chore(deps-dev): bump vite from 5.4.20 to 5.4.21 (#12700) Bumps [vite](https://github.com/vitejs/vite/tree/HEAD/packages/vite) from 5.4.20 to 5.4.21. <details> <summary>Release notes</summary> <p><em>Sourced from <a href="https://github.com/vitejs/vite/releases">vite's releases</a>.</em></p> <blockquote> <h2>v5.4.21</h2> <p>Please refer to <a href="https://github.com/vitejs/vite/blob/v5.4.21/packages/vite/CHANGELOG.md">CHANGELOG.md</a> for details.</p> </blockquote> </details> <details> <summary>Changelog</summary> <p><em>Sourced from <a href="https://github.com/vitejs/vite/blob/v5.4.21/packages/vite/CHANGELOG.md">vite's changelog</a>.</em></p> <blockquote> <h2><!-- raw HTML omitted -->5.4.21 (2025-10-20)<!-- raw HTML omitted --></h2> <ul> <li>fix(dev): trim trailing slash before <code>server.fs.deny</code> check (<a href="https://github.com/vitejs/vite/tree/HEAD/packages/vite/issues/20968">#20968</a>) (<a href="https://github.com/vitejs/vite/tree/HEAD/packages/vite/issues/20970">#20970</a>) (<a href=" |
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|
Vinay Keerthi
|
58ca82c720
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feat: Backend - Companies API endpoint with pagination and search (#12840)
## Description Adds API endpoint to list companies with pagination, search, and sorting. Fixes https://linear.app/chatwoot/issue/CW-5930/add-backend-routes-to-get-companies-result Parent issue: https://linear.app/chatwoot/issue/CW-5928/add-companies-tab-to-dashboard ## Type of change - [x] New feature (non-breaking change which adds functionality) ## How Has This Been Tested? Added comprehensive specs to `spec/enterprise/controllers/api/v1/accounts/companies_controller_spec.rb`: - Pagination (25 per page, multiple pages) - Search by name and domain (case-insensitive) - Counter cache for contacts_count - Account scoping - Authorization To reproduce: ```bash bundle exec rspec spec/enterprise/controllers/api/v1/accounts/companies_controller_spec.rb bundle exec rubocop enterprise/app/controllers/api/v1/accounts/companies_controller.rb ``` ## Checklist: - [x] My code follows the style guidelines of this project - [x] I have performed a self-review of my code - [ ] I have commented on my code, particularly in hard-to-understand areas - [ ] I have made corresponding changes to the documentation - [x] My changes generate no new warnings - [x] I have added tests that prove my fix is effective or that my feature works - [x] New and existing unit tests pass locally with my changes - [ ] Any dependent changes have been merged and published in downstream modules --------- Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com> Co-authored-by: iamsivin <iamsivin@gmail.com> Co-authored-by: Shivam Mishra <scm.mymail@gmail.com> Co-authored-by: Sojan Jose <sojan@pepalo.com> |
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Sojan Jose
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77f492590e
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feat: Control the allowed login methods via Super Admin (#12892)
- Control the allowed authentication methods for a chatwoot installation via super admin configs. [SAML, Google Auth etc] ------ [Codex Task](https://chatgpt.com/codex/tasks/task_e_6917d503b6e48326a261672c1de91462) --------- Co-authored-by: Pranav <pranav@chatwoot.com> Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com> |
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Tanmay Deep Sharma
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c9823d9409
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feat: Assignment service (v2) (#12320)
## Linear Link ## Description This PR introduces a new robust auto-assignment system for conversations in Chatwoot. The system replaces the existing round-robin assignment with a more sophisticated service-based architecture that supports multiple assignment strategies, rate limiting, and Enterprise features like capacity-based assignment and balanced distribution. ## Type of change - [ ] New feature (non-breaking change which adds functionality) ## How Has This Been Tested? - Unit test cases - Test conversations getting assigned on status change to open - Test the job directly via rails console ## Checklist: - [ ] My code follows the style guidelines of this project - [ ] I have performed a self-review of my code - [ ] I have commented on my code, particularly in hard-to-understand areas - [ ] I have made corresponding changes to the documentation - [ ] My changes generate no new warnings - [ ] I have added tests that prove my fix is effective or that my feature works - [ ] New and existing unit tests pass locally with my changes - [ ] Any dependent changes have been merged and published in downstream modules <!-- CURSOR_SUMMARY --> --- > [!NOTE] > Adds a new service-based auto-assignment system with scheduled jobs, rate limiting, enterprise capacity/balanced selection, and wiring via inbox/handler; includes Redis helpers and comprehensive tests. > > - **Auto-assignment v2 (core services)**: > - Add `AutoAssignment::AssignmentService` with bulk assignment, configurable conversation priority, RR selection, and per-agent rate limiting via `AutoAssignment::RateLimiter`. > - Add `AutoAssignment::RoundRobinSelector` for agent selection. > - **Jobs & scheduling**: > - Add `AutoAssignment::AssignmentJob` (per-inbox bulk assign; env-based limit) and `AutoAssignment::PeriodicAssignmentJob` (batch over accounts/inboxes). > - Schedule periodic run in `config/schedule.yml` (`periodic_assignment_job`). > - **Model/concerns wiring**: > - Include `InboxAgentAvailability` in `Inbox`; add `Inbox#auto_assignment_v2_enabled?`. > - Update `AutoAssignmentHandler` to trigger v2 job when `auto_assignment_v2_enabled?`, else fallback to legacy. > - **Enterprise extensions**: > - Add `Enterprise::InboxAgentAvailability` (capacity-aware filtering) and `Enterprise::Concerns::Inbox` association `inbox_capacity_limits`. > - Extend service via `Enterprise::AutoAssignment::AssignmentService` (policy-driven config, capacity filtering, exclusion rules) and add selectors/services: `BalancedSelector`, `CapacityService`. > - **Infrastructure**: > - Enhance `Redis::Alfred` with `expire`, key scan/count, and extended ZSET helpers (`zadd`, `zcount`, `zcard`, `zrangebyscore`). > - **Tests**: > - Add specs for jobs, core service, rate limiter, RR selector, and enterprise features (capacity, balanced selection, exclusions). > > <sup>Written by [Cursor Bugbot](https://cursor.com/dashboard?tab=bugbot) for commit 0ebe187c8aea73765b0122a44b18d6f465c2477f. This will update automatically on new commits. Configure [here](https://cursor.com/dashboard?tab=bugbot).</sup> <!-- /CURSOR_SUMMARY --> --------- Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com> Co-authored-by: Shivam Mishra <scm.mymail@gmail.com> |