- RetentionSummaryBadge in the "Previous conversations" sidebar:
tiered status (First contact / Active / Recurring / Sleeping /
At risk / Inactive) + counts of interactions, one-shots, Pix.
- Retention tab in Captain Reports: KpiCards, FlowCard, CohortMatrix
(12x13 heatmap with CSV export).
- Five new filters on the contacts list: recurring, last interaction,
days since, interactions count, reservations paid.
- Full pt_BR + en i18n under CAPTAIN_REPORTS.RETENTION.*
- Spec for InteractionCalculatorService covering gap behavior,
one-shot classification, internal-label exclusion, multi-conversation
grouping across the 30h window.
- Docs: docs/captain-retention-indicators.md with business rules,
column reference, endpoint shape, and backup SQL queries.
Consolida o trabalho desta branch de abril/2026 em um bloco pronto pra
testar em staging antes do merge pra main.
## Correções de memória semântica
- ExtractionService: Princípio Zero + Regra de Ouro (ação consumada vs intenção).
- Cenário Daniela_Reservas: Passo 0 de classificação (consulta/intenção/fora).
## Roleta da Sorte (end-to-end)
- Schema Supabase + 7 RPCs atômicas (server-side, idempotentes).
- Services: Offer, Redeem, WeeklyReport.
- Jobs: OfferRouletteJob (hook em ConfirmationService após Pix pago),
NotifyRevealed + Scheduler de fallback.
- Tool manual GenerateRoletaLinkTool + endpoint público /roleta/notify.
- Dashboard /captain/roleta com Resgate + Relatório + anomaly detection.
## Cenário Reclamacoes_Ouvidoria
- Triagem P1-P4, framework LAST, Three-level listening, Self-check.
- Sem compensação material, detecção de cliente frustrado eleva prioridade.
## Analytics
- Funil de conversão /captain/funnel: 5 etapas via regex, zero LLM.
- Detector de churn via ChurnOutreach* (cron dias úteis 10h-17h BRT).
## Trabalho pré-existente incluído
- Captain Executive Reports (ceo_digest, mattermost_delivery).
- get_reserva_preco_tool, Lifecycle ajustes, Reservations UI polimentos.
## Outros
- .gitignore: patterns pra credenciais.
- Migrations de scenarios idempotentes.
- i18n completa pt_BR+en pra roleta/funnel.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Replaces stub Settings.vue with full implementation: anti-spam guard
form (quiet hours, interval, pause-on-reply, opt-out label) and a
collapsible ConciergeUnitCard per unit (inbox selector, persona name,
knowledge base, key-value variables). Adds CONCIERGE_CONFIGURED /
CONCIERGE_NOT_CONFIGURED i18n keys to en + pt_BR.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Implements Task 13 — replaces the stub History.vue with a real paginated
table filtered by status, and adds DeliveryPreviewModal to show rendered_body.
Also extends i18n keys (TOTAL, PAGINATION, MODAL labels) in en + pt_BR.
Adds CAPTAIN_LIFECYCLE block (en + pt_BR) to captain.json with full
key set for Rules, Wizard, Settings, History and sidebar entry.
Also stages pre-existing uncommitted additions to captain.json from
prior work (KPI, PILLS, QUICK_DATE, CARD, ACTIONS extras for
CAPTAIN_RESERVATIONS) — those were already in the working tree and
belong to the same feature branch.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Arquitetura corrigida: templates agora pertencem à inbox (WhatsApp),
não à unidade PIX (que é uma config financeira, não de mensagens)
- Migration: troca FK captain_unit_id -> inbox_id (up/down explícito)
- Model: belongs_to :inbox; scope for_inbox
- Controller: escopo via account.inboxes.find(inbox_id)
- Rotas: move de captain/units/:id → inboxes/:id/notification_templates
- Scanner job: joins(:conversation).where(conversations: {inbox_id:})
- UI: página /captain/notifications com seletor de inbox no topo
(chips clicáveis, templates carregam por watch no selectedInboxId)
- i18n PT/EN: novas keys INBOX_LABEL, SELECT_INBOX_HINT, EMPTY
Sem o botão na tela de Units, não havia como chegar até a página
de templates de notificação (captain/units/:unitId/notifications).
Adiciona ícone de sino com rota correta + chave i18n PT/EN.
- Adiciona check_in_at/duration_hours ao schema do tool CreateReservationIntent
para que a IA capture o horário EXATO de chegada informado pelo cliente
- Cria captain_notification_templates: label, content, timing_minutes,
timing_direction (before/after), active, position
- Implementa SendNotificationService com interpolação de variáveis
(guest_name, check_in_time, check_out_time, suite_name, unit_name)
- Implementa NotificationScannerJob (Sidekiq-cron a cada 5min) com
janela de tolerância de ±5min e idempotência via metadata JSONB
- API REST: /captain/units/:unit_id/notification_templates (CRUD)
- Store Vuex captainNotificationTemplates + API client
- UI: página de gestão de templates com editor inline e botão '+'
- Configura rota captain_settings_notifications
- i18n PT/EN para todas as strings novas
- Rubocop e ESLint: zero offenses
Replace unit+inbox combined dropdown with inbox-only select.
Add ALL_INBOXES i18n key in pt_BR and en. Units (Pix) are unrelated
to conversation reports.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Implementa a página Relatórios IA com geração de análises semanais
por IA baseadas nas conversas de cada unidade/caixa de entrada.
Funcionalidades:
- Página /settings/captain/reports com dois tabs (Insights IA / Operacional)
- Botão "Gerar Análise" que enfileira job Sidekiq
- Filtro por unidade ou caixa de entrada
- Exibe insights com status (pendente/processando/concluído/falhou)
- Mostra top_topics, ai_failures e period_summary
- Estado vazio com CTA para gerar primeiro relatório
Backend:
- InsightsController com endpoints index/show/generate
- GenerateInsightsJob que processa conversas com LLM
- ConversationInsightService com chunking e merge inteligente
- Migração para adicionar inbox_id à tabela captain_conversation_insights
- Link sidebar "Relatórios IA" em /settings/captain/reports
Frontend:
- Vuex store captainReports com actions/mutations/getters
- API client CaptainReportsAPI (getInsights, generateInsight)
- i18n en e pt_BR para CAPTAIN_REPORTS.*
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* feat: add audio transcoding support for WhatsApp Cloud API
- Introduced `Audio::TranscodeService` to handle audio transcoding to OGG/Opus format.
- Updated `Messages::MessageBuilder` to transcode audio attachments based on `transcode_audio` parameter.
- Enhanced `WhatsappCloudService` to normalize audio content types and send voice flag for recorded audio in OGG format.
- Added utility functions for audio conversion in JavaScript.
- Updated Dockerfile to include FFmpeg for audio processing.
- Added tests for audio transcoding and WhatsApp Cloud service interactions.
* feat: enhance audio handling with transcoding support and error management
* feat: improve audio transcoding error handling and enhance audio recording features
* feat: enhance audio transcoding process and error handling for better reliability
* feat: update recorded audio handling to support boolean and array formats
* feat: Implement existing template linking for CSAT surveys
- Added functionality to link existing CSAT templates for WhatsApp channels.
- Introduced a new component for selecting existing templates.
- Updated the dashboard settings page to support template mode switching between creating new and using existing templates.
- Enhanced the CSAT template management service to handle linking existing templates and fetching available templates.
- Updated API routes to include linking and fetching available templates.
- Added tests for the new linking functionality and template availability checks.
* feat: Enhance CSAT template handling and validation across services and components
* feat: Refactor body variable extraction for CSAT templates and update related validations
* feat: Add linked_at field to CSAT template responses and update related handling
* feat: Add tests for ConversationDrop date formatting and CSAT template body variable handling
# Pull Request Template
## Description
This PR adds support for removing labels from the conversation card
context menu. Assigned labels now show a checkmark, and clicking an
already-selected label will remove it.
Fixes
https://linear.app/chatwoot/issue/CW-6400/allow-removing-labels-directly-from-the-right-click-menuhttps://github.com/chatwoot/chatwoot/issues/13367
## Type of change
- [x] New feature (non-breaking change which adds functionality)
## How Has This Been Tested?
**Screencast**
https://github.com/user-attachments/assets/4e3a6080-a67d-4851-9d10-d8dbf3ceeb04
## Checklist:
- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
## Linear Ticket:
https://linear.app/chatwoot/issue/CW-6081/review-feedback
## Description
Assignment V2 Service Enhancements
- Enable Assignment V2 on plan upgrade
- Fix UI issue with fair distribution policy display
- Add advanced assignment feature flag and enhance Assignment V2
capabilities
## Type of change
- [ ] Bug fix (non-breaking change which fixes an issue)
## How Has This Been Tested?
This has been tested using the UI.
## Checklist:
- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [ ] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
<!-- CURSOR_SUMMARY -->
---
> [!NOTE]
> **Medium Risk**
> Changes auto-assignment execution paths, rate limiting defaults, and
feature-flag gating (including premium plan behavior), which could
affect which conversations get assigned and when. UI rewires inbox
settings and policy flows, so regressions are possible around
navigation/linking and feature visibility.
>
> **Overview**
> **Adds a new premium `advanced_assignment` feature flag** and uses it
to gate capacity/balanced assignment features in the UI (sidebar entry,
settings routes, assignment-policy landing cards) and backend
(Enterprise balanced selector + capacity filtering).
`advanced_assignment` is marked premium, included in Business plan
entitlements, and auto-synced in Enterprise accounts when
`assignment_v2` is toggled.
>
> **Improves Assignment V2 policy UX** by adding an inbox-level
“Conversation Assignment” section (behind `assignment_v2`) that can
link/unlink an assignment policy, navigate to create/edit policy flows
with `inboxId` query context, and show an inbox-link prompt after
creating a policy. The policy form now defaults to enabled, disables the
`balanced` option with a premium badge/message when unavailable, and
inbox lists support click-to-navigate.
>
> **Tightens/adjusts auto-assignment behavior**: bulk assignment now
requires `inbox.enable_auto_assignment?`, conversation ordering uses the
attached `assignment_policy` priority, and rate limiting uses
`assignment_policy` config with an infinite default limit while still
tracking assignments. Tests and i18n strings are updated accordingly.
>
> <sup>Written by [Cursor
Bugbot](https://cursor.com/dashboard?tab=bugbot) for commit
23bc03bf75ee4376071e4d7fc7cd564c601d33d7. This will update automatically
on new commits. Configure
[here](https://cursor.com/dashboard?tab=bugbot).</sup>
<!-- /CURSOR_SUMMARY -->
---------
Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
* feat(scheduled-messages): add WhatsApp templates
* fix: update inboxId prop type to accept both Number and String; localize template labels in conversation.json
When businesses use WhatsApp Business App (co-existence mode) or
Instagram App or TikTok alongside Chatwoot, messages sent from the
native apps were not synced properly back to Chatwoot. This left agents
with an incomplete conversation history and no visibility into responses
sent outside the dashboard. Additionally, if these echo messages did
arrive, they appeared as "Sent by: Bot" in the UI since they had no
sender, making it confusing for agents.
This PR subscribes to WhatsApp `smb_message_echoes` webhook events and
routes them through the existing service with an `outgoing_echo` flag,
mirroring how Instagram already handles echoes. On the Instagram side,
echo messages now also carry the `external_echo` content attribute and
`delivered` status.
On the frontend, messages with `externalEcho` are distinguished from bot
messages showing a "Native app" avatar and an advisory note encouraging
agents to reply from Chatwoot to maintain the service window.
<img width="1518" height="524" alt="CleanShot 2026-01-29 at 13 37 57@2x"
src="https://github.com/user-attachments/assets/5aa0b552-6382-441f-96aa-9a62ca716e4a"
/>
Fixes
https://linear.app/chatwoot/issue/CW-4204/display-messages-not-sent-from-chatwoot-in-case-of-outgoing-echo
Fixes
https://linear.app/chatwoot/issue/PLA-33/incoming-from-me-messages-from-whatsapp-business-app-are-not-falling
* chore: update scheduled messages author association to nullable and adjust related specs
* chore: update sender handling for WhatsApp messages and add external sender name
* feat: Adds model for scheduling messages
* feat: Implement scheduled message handling and processing jobs
* feat: Add ScheduledMessagesController and associated specs for managing scheduled messages
* refactor: Simplify scheduled message job specs and improve metadata handling
* feat: Add ScheduledMessagePolicy for managing access to scheduled messages
* feat: Add routes for managing scheduled messages
* feat: Add scheduled message event handling and broadcasting
* feat: Add JSON views for scheduled messages creation, destruction, updating, and indexing
* feat: Update scheduled message status and dispatch update event after message creation
* feat: Ensure scheduled message updates trigger dispatch event
* feat: Add mutation types for managing scheduled messages
* feat: Add additionalAttributes prop to Message component and provider
* feat: Implement scheduled message handling in ActionCable and Vuex store
* feat: Add unit tests for scheduled messages actions and mutations
* feat: implement scheduled messages functionality
- Added support for scheduling messages in the conversation dashboard.
- Introduced new components: ScheduledMessageModal and ScheduledMessages for managing scheduled messages.
- Enhanced ReplyBottomPanel to include scheduling options.
- Updated Base.vue to handle scheduled message styling.
- Integrated Vuex store module for managing scheduled messages state.
- Added necessary translations for scheduled messages in English and Portuguese.
* feat: add pagination to scheduled messages index and update tests accordingly
* chore: update scheduled messages specs for future time validation and response status
* chore: enhance scheduled messages API with pagination and add skeleton loader component
* feat: add create_scheduled_message action to automation rule attributes
* feat: implement create_scheduled_message action and enhance attachment handling
* feat: add scheduled message functionality with UI components and localization
* test: enhance scheduledMessages mutations tests with meta handling and structure
* chore: update label to display file name upon successful upload in AutomationFileInput component
* feat: add initialAttachment prop to ScheduledMessageModal and update ReplyBox to pass attachment
* chore: prepend_mod_with to ScheduledMessagesController for better module handling
* fix: attachment visibility in ScheduledMessageItem component
* chore: enhance ScheduledMessage model with validations and reduce controller load
* refactor: simplify ScheduledMessagesAPI methods by removing unnecessary instance variable
* chore: update event emission for scheduled message creation in ReplyBox and ScheduledMessageModal
* refactor: update status configuration to use label keys
* chore: update date formatting in ScheduledMessageItem component
* refactor: collapse logic to checkOverflow and update related functionality
* chore: add author indication for current user in scheduled messages
* chore: enhance scheduled message metadata with author information and localization
* fix: send message shortcut
* chore: handle errors in scheduled message submission
* chore: update scheduled message modal to use combined date and time input
* chore: refactor scheduled messages handling to remove pagination and update related tests
* fix: ensure scheduled messages update status and dispatch on failure
* fix: update scheduled message due date logic and simplify sending checks
* refactor: rename build_message method for send_message
* fix: update scheduled message creation time and improve test reliability
* chore: ignore unnecessary check
* chore: add scheduled message metadata handling in message builder, add scheduled message factorie and update specs
* refactor: use scheduled message factorie creation in specs
* chore: streamline error handling in scheduled message job and remove dispatch logic
* fix: change scheduled_messages association to destroy dependent records
* refactor: remove unused attributes from scheduled message payload builder
* chore: update scheduled message retrieval to use conversation association
* chore: correct cron format for scheduled messages job
* chore: remove migration for author_type in scheduled_messages
* feat: enhance scheduled messages management with delete confirmation and error handling
* chore: set cron poll interval to 10 seconds for improved scheduling precision
* feat: include additional_attributes in message JSON response
* feat: enhance scheduled message validation and localization support
* chore: update scheduled message display
* Merge branch 'main' into Cayo-Oliveira/CU-86aenh268/Mensagens-agendadas
* feat: add scheduled message indicators and validation for message length
* fix: remove unnecessary condition from line-clamp class binding
* feat: update scheduled messages localization and enhance content validation
* feat: update scheduled messages order, enhance scheduledAt computation, and add message association
* fix: reorder condition for Facebook channel message length computation
* fix: change detection for attachments in scheduled messages
* fix: remove unnecessary colon from close-on-backdrop-click prop in ScheduledMessageModal
* chore: add error handling for scheduled message deletion and update localization for delete failure
* fix: enforce minimum delay of 1 minute for scheduled messages and update validation
* fix: remove unused private property and improve locale formatting for scheduled messages
* fix: adjust positioning of DropdownBody in ReplyBottomPanel and clean up schema foreign keys
* docs: add scheduled messages management APIs and payload definitions
---------
Co-authored-by: gabrieljablonski <contact@gabrieljablonski.com>
## Summary
- Add `has_more` to contacts search API response to enable infinite
scroll without expensive count queries
- Set `count` to the number of items in the current page instead of
total count
- Implement "Load more" button for contacts search results
- Keep existing contacts visible while loading additional pages
## Changes
### Backend
- Add `fetch_contacts_with_has_more` method that fetches N+1 records to
determine if more pages exist
- Return `has_more` in search endpoint meta response
- Set `count` to current page size instead of total count
### Frontend
- Add `APPEND_CONTACTS` mutation for appending contacts without clearing
existing ones
- Update search action to support `append` parameter
- Add `ContactsLoadMore` component with loading state
- Update `ContactsListLayout` to support infinite scroll mode
- Update `ContactsIndex` to use infinite scroll for search view
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>
