Commit Graph

1076 Commits

Author SHA1 Message Date
Rodribm10
26290c34a7 feat(captain): feature flag CAPTAIN_LLM_PROVIDER + ProviderConfig central
Adiciona o toggle openai_api | openai_codex_oauth. Por padrão mantém
comportamento legado (API key OpenAI tradicional). Quando mudamos pra
openai_codex_oauth, os clientes (RubyLLM + Agents gem) passam a
apontar para o proxy interno em http://localhost:3000/codex,
configurável via CAPTAIN_CODEX_PROXY_URL.

- Captain::Llm::ProviderConfig: single source of truth de api_key,
  api_base e model, baseado em CAPTAIN_LLM_PROVIDER
- config/initializers/ai_agents.rb refatorado
- lib/llm/config.rb refatorado
- 8 specs do ProviderConfig passando
- Fallback seguro: api_key dummy ('codex-oauth') quando usando proxy
  (o proxy ignora Authorization e usa OAuth interno)

NÃO mexe no Llm::LegacyBaseOpenAiService (PDF/Files API). Esse
continua sempre na API tradicional porque o endpoint Codex não
expõe Files API.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-22 15:29:52 -03:00
Rodribm10
928b1ec6b9 feat(captain): Codex OAuth auth module + proxy controller
Implementa Fases 1+2 do plano Captain Codex OAuth.

Fase 1 — Auth módulo:
- Migration captain_codex_credentials (tokens AR-encrypted)
- Model Captain::CodexCredential (singleton-ish com .current)
- Captain::Codex::AuthService com device flow completo:
  start_device_login, poll_once, exchange_for_credential,
  valid_access_token (auto-refresh), refresh!
- Rake task captain:codex:{login,status,refresh}
- Sidekiq job Captain::Codex::RefreshTokensJob rodando a cada 30min

Fase 2 — Proxy Chat Completions → Responses:
- Captain::Codex::Translator (chat ↔ responses, tools, tool_calls)
- Captain::Codex::Client (streaming SSE → agregado)
- Api::Internal::CodexProxyController expondo
  POST /codex/v1/chat/completions
- 10 specs do Translator passando

Próximo: Fase 3 (feature flag + fallback) e reconfiguração dos
clientes RubyLLM/Agents/ruby-openai pra apontarem pro proxy quando
CAPTAIN_LLM_PROVIDER=openai_codex_oauth.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-22 15:07:01 -03:00
Rodribm10
aed6d62640 feat(retention): summary KPIs + cohort endpoints
Exposes two JSON endpoints under /api/v1/accounts/:id/captain/reports:
- GET /retention — aggregate KPIs (active/recurring/sleeping/at-risk/
  churned, new vs returned in period, Pix generated/paid/conversion,
  retention rates at 30d and 90d)
- GET /retention/cohort — monthly cohort matrix, 12 months lookback,
  12 months of offset. Each cell is % of the cohort that interacted in
  month M+N. SQL-aggregated with DATE_TRUNC + DISTINCT so it is a
  single query even on large histories.
2026-04-22 09:59:21 -03:00
Rodribm10
f6488ce2de feat(retention): foundation for customer retention metrics
Lays the data + job foundation for tracking customer interactions,
recurrence, and Pix conversion on Contact. Design decisions negotiated
with Rodrigo (see docs to come):

Rules:
- Gap of 30h from last message defines separate interactions
- Qualified interaction = >=2 customer msgs + >=2 attendant msgs,
  both with textual content (>= 2 letters)
- One-shot consultation = >=1+1 but below the qualified threshold
  (tracked as secondary KPI)
- Excludes contacts labeled `equipe_interna`
- is_recurring = interactions_count >= 2
- pix_generated_count counts all PixCharges; reservations_paid_count
  only counts those with status = paid

Surface area:
- Migration adds denormalized stats to contacts + indexes for fast filtering
- Captain::ContactStats::InteractionCalculatorService computes the stats
  for a single contact (pure, no persistence)
- Captain::Retention::RecalculateContactStatsJob persists them for one
  contact (idempotent)
- Captain::Retention::RecalculateAllContactStatsJob runs daily at 3am BRT,
  enqueues per-contact jobs for everyone active in the last 120 days
- Event-driven refresh: CaptainListener#conversation_resolved enqueues
  recalc; Captain::PixCharge after_create/after_update enqueues recalc
  on status change

No UI yet — that's the next layer.
2026-04-22 09:50:23 -03:00
Rodribm10
cfffea9c16 feat(captain): semantic memory fixes + roleta + reclamações + analytics
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>
2026-04-21 15:36:25 -03:00
Rodribm10
f7d4c41d07 feat(captain-memory): add MemoriesController with index/update/destroy/bulk_destroy 2026-04-19 01:41:09 -03:00
Rodribm10
2261b09b25 feat(captain-memory): add HardDeleteExpiredJob with daily cron (LGPD) 2026-04-19 01:09:28 -03:00
Rodribm10
b3077b2b26 feat(captain-memory): add AgingJob with TTL + LRU cap, weekly cron 2026-04-19 01:05:02 -03:00
Rodribm10
833e76856e feat(captain-memory): add SilenceDetectorJob with 10min cron 2026-04-19 00:55:15 -03:00
Rodribm10
fbc91e2fa8 feat(lifecycle): add REST routes for rules, config, deliveries, concierge
Wires 3 new captain namespace resources (lifecycle_rules, lifecycle_config,
lifecycle_deliveries) and a member action `patch :concierge` on units.
Includes stub controllers (to be expanded in Tasks 4-7) and passing routing spec.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-15 10:11:39 -03:00
Rodribm10
8ec1b652fa feat: tool GenerateReservationLink para jasmine gerar links prefill
Cria Captain::Tools::GenerateReservationLinkTool que constrói URL
pré-preenchida do reserva-1001 com dados coletados em conversa.
Registra entrada generate_reservation_link em tools.yml e documenta
RESERVA_1001_BASE_URL no .env.example.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-14 10:35:43 -03:00
Rodribm10
e9a5e734ff feat: rota + controller esqueleto PublicReservations com token auth 2026-04-13 23:49:11 -03:00
Rodrigo Borba
cdc5149866 Automate landing promotion sync to captain docs/faqs with cascade cleanup 2026-03-04 19:30:05 -03:00
Rodrigo Borba
fe24d381cd feat: configuração de landing pages por domínio e generalização da galeria 2026-03-03 11:19:41 -03:00
Rodrigo Borba
a0fcf37e33 feat(landing): add public LP flow, attribution labels, and report filters 2026-03-02 18:57:22 -03:00
Rodrigo Borba
98252e968a feat: add landing click attribution tracking and stats endpoint 2026-03-02 17:37:28 -03:00
Rodrigo Borba
118f52e239 feat: lead attribution tracking - landing page origin detection
- Cria modelo LeadClick para registrar cliques das landing pages
- Cria modelo LandingHost para mapear hostname → inbox_id
- Endpoint público POST /track/click para receber eventos de clique
- Leads::AttributionMatcherService para correlacionar clique com conversa
- Integração com IncomingMessageWuzapiService para atribuição automática
- API REST para gerenciar LandingHosts por inbox (index/create/destroy)
- UI: nova aba 'Landing Pages' nas configurações da caixa de entrada
- Dashboard API client dedicado (landingHosts.js)
- RuboCop: refatora shift_signature_name, TrackingController, AttributionMatcherService e WuzapiService
2026-03-02 14:40:35 -03:00
Rodrigo Borba
84fff38d94 refactor: move notification templates de units para inboxes
- 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
2026-03-01 22:17:27 -03:00
Rodrigo Borba
44908f32d1 feat: sistema de notificações de reserva com templates configuráveis
- 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
2026-03-01 21:53:11 -03:00
Rodrigo Borba
7108bb135e feat(captain): permite criacao manual de reserva via painel e conversa 2026-03-01 03:07:44 -03:00
Rodrigo Borba
6b214b38db feat: Adiciona configuração Active Storage proxy, refatora serviço de decriptografia WhatsApp para processar bytes diretamente e ajusta componentes de mídia. 2026-02-28 12:48:17 -03:00
Rodrigo Borba
972fc5c67b feat(captain): improve suite photo search accuracy with AI guidance
Melhorias na ferramenta send_suite_images para resolver confusão entre
categoria e número de suíte:

1. **Descrições de parâmetros mais claras**
   - suite_category: exemplos específicos (Hidromassagem, ALEXA, STILO)
   - suite_number: apenas números (101, 102, 103) - remove exemplos confusos

2. **Instruções explícitas no system prompt**
   - Seção [Galeria de Fotos] com regras claras
   - Prioriza suite_category quando ambíguo
   - Evita confirmações desnecessárias com cliente

3. **Mensagens de erro melhoradas**
   - Sugere buscar por categoria quando busca por número falha
   - Feedback mais útil para a IA

Resultado esperado:
- Cliente: "Me manda foto da suite Alexa"
- IA: busca por suite_category="Alexa" ✓ (sem pedir confirmação)

Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
2026-02-26 23:04:28 -03:00
Rodrigo Borba
0e7dc282c4 chore(style): fix rubocop offenses and update typing indicators 2026-02-25 15:06:58 -03:00
Gabriel Jablonski
72354a4459
fix: normalize audio/opus content type to audio/ogg for WhatsApp attachments (#223) 2026-02-24 22:01:18 -03:00
Gabriel Jablonski
2d4e851de7
chore: add S3-compatible storage configuration options to environment files (#219) 2026-02-21 18:18:00 -03:00
Gabriel Jablonski
3b8a38b153
feat: Implement existing template linking for CSAT surveys (#218)
* feat: Implement existing template linking for CSAT surveys

- Added functionality to link existing CSAT templates for WhatsApp channels.
- Introduced a new component for selecting existing templates.
- Updated the dashboard settings page to support template mode switching between creating new and using existing templates.
- Enhanced the CSAT template management service to handle linking existing templates and fetching available templates.
- Updated API routes to include linking and fetching available templates.
- Added tests for the new linking functionality and template availability checks.

* feat: Enhance CSAT template handling and validation across services and components

* feat: Refactor body variable extraction for CSAT templates and update related validations

* feat: Add linked_at field to CSAT template responses and update related handling

* feat: Add tests for ConversationDrop date formatting and CSAT template body variable handling
2026-02-18 18:00:29 -03:00
gabrieljablonski
9a4c5058f3 Merge branch 'main' into chore/merge-upstream-4.11.0 2026-02-17 23:05:26 -03:00
Sojan Jose
e8152642f2 Bump version to 4.11.0 2026-02-17 15:35:20 -08:00
Muhsin Keloth
e75e8a77f6
feat(shopify): Add mandatory compliance webhooks with HMAC verification (#13549)
Fixes
https://linear.app/chatwoot/issue/CW-6494/add-shopify-mandatory-compliance-webhooks-for-app-store-listing

Shopify requires all public apps to handle three GDPR compliance
webhooks before they can be listed on the App Store. Their automated
review checks for these endpoints and verifies that apps validate HMAC
signatures on incoming requests. We were failing both checks.

This PR adds a single webhook endpoint at `POST /webhooks/shopify` that
receives all three compliance events. When Shopify sends a webhook, it
signs the payload with our app's client secret and includes the
signature in the `X-Shopify-Hmac-SHA256` header. Our controller reads
the raw body, computes the expected HMAC-SHA256 digest, and rejects
mismatched requests with a 401.

Shopify identifies the event type through the `X-Shopify-Topic` header.
For `customers/data_request` and `customers/redact`, we simply
acknowledge with a 200—Chatwoot doesn't persist any Shopify customer
data. All order lookups happen as live API calls at query time. For
`shop/redact`, which Shopify sends after a merchant uninstalls the app,
we delete the integration hook for that shop domain and remove the
stored access token and configuration.


### How to test via Rails console
```
secret = GlobalConfigService.load('SHOPIFY_CLIENT_SECRET', nil)
body = '{"shop_domain":"test.myshopify.com"}'
valid_hmac = Base64.strict_encode64(OpenSSL::HMAC.digest('SHA256', secret, body))
```

  #### Test 1: No HMAC → 401
```
app.post '/webhooks/shopify', params: body, headers: { 'Content-Type' => 'application/json', 'X-Shopify-Topic' => 'customers/data_request' }
app.response.code  # => "401"
```
  ####  Test 2: Invalid HMAC → 401
```
app.post '/webhooks/shopify', params: body, headers: { 'Content-Type' => 'application/json', 'X-Shopify-Hmac-SHA256' => 'invalid', 'X-Shopify-Topic' => 'customers/data_request' }
app.response.code  # => "401"
```
  ####  Test 3: Valid HMAC, customers/data_request → 200
```
app.post '/webhooks/shopify', params: body, headers: { 'Content-Type' => 'application/json', 'X-Shopify-Hmac-SHA256' => valid_hmac, 'X-Shopify-Topic' => 'customers/data_request' }
app.response.code  # => "200"
```

####  Test 4: Valid HMAC, customers/redact → 200
```
app.post '/webhooks/shopify', params: body, headers: { 'Content-Type' => 'application/json', 'X-Shopify-Hmac-SHA256' => valid_hmac, 'X-Shopify-Topic' => 'customers/redact' }
app.response.code  # => "200"
```

#### Test 5: Valid HMAC, shop/redact → 200 (deletes hook)
```  
# First check if a hook exists for this domain:
Integrations::Hook.where(app_id: 'shopify', reference_id: 'test.myshopify.com').count
app.post '/webhooks/shopify', params: body, headers: { 'Content-Type' => 'application/json', 'X-Shopify-Hmac-SHA256' => valid_hmac, 'X-Shopify-Topic' => 'shop/redact' }
app.response.code  # => "200"
```

---------

Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2026-02-17 16:52:13 +05:30
João Pedro Baza Garcia Rodrigues
4d362da9f0
fix: Prevent user enumeration on password reset endpoint (#13528)
## Description

The current password reset endpoint returns different HTTP status codes
and messages depending on whether the email exists in the system (200
for existing emails, 404 for non-existing ones). This allows attackers
to enumerate valid email addresses via the password reset form.

## Changes

### `app/controllers/devise_overrides/passwords_controller.rb`
- Removed the `if/else` branch that returned different responses based
on email existence
- Now always returns a generic `200 OK` response with the same message
regardless of whether the email exists
- Uses safe navigation operator (`&.`) to send reset instructions only
if the user exists

### `config/locales/en.yml`
- Consolidated `reset_password_success` and `reset_password_failure`
into a single generic `reset_password` key
- New message does not reveal whether the email exists in the system

## Security Impact
- **Before**: An attacker could determine if an email was registered by
observing the HTTP status code (200 vs 404) and response message
- **After**: All requests receive the same 200 response with a generic
message, preventing user enumeration

This follows [OWASP guidelines for authentication error
messages](https://cheatsheetseries.owasp.org/cheatsheets/Authentication_Cheat_Sheet.html#authentication-responses).

Fixes #13527
2026-02-13 13:45:40 +05:30
Tanmay Deep Sharma
7b512bd00e
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>
2026-02-11 12:24:45 +05:30
Shivam Mishra
04e747cc02
chore: temporarily disable ProcessStaleContactsJob (#13462)
We've been seeing orphan conversations (conversations whose contact has
been deleted) on high-frequency accounts. These orphans cause 500 errors
when the API attempts to render conversation data, since the jbuilder
partials expect a valid contact association.

The `ProcessStaleContactsJob` triggers `RemoveStaleContactsService`,
which uses `delete_all` to remove contacts. While the query only selects
contacts without conversations, `delete_all` bypasses ActiveRecord
callbacks and does not re-verify at deletion time. We suspect this
creates a window where a new conversation can be created for a contact
between query evaluation and the actual delete, leaving the conversation
orphaned.

**This is unverified — disabling the job is the experiment to confirm or
rule out this theory.**

This PR disables the job for a monitoring period. If orphan
conversations stop appearing, we'll have confirmation and can work on a
proper fix for the service. If they continue, we'll investigate other
deletion paths.

Stale contacts will accumulate while the job is disabled, but this is a
controlled tradeoff — they are inert records with no user-facing impact,
and can be cleaned up in bulk once we re-enable or fix the job.
2026-02-06 13:27:51 +05:30
Gabriel Jablonski
3c47ea3d43
fix: prevent deletion of scheduled messages that have been sent or failed (#212)
* fix: prevent deletion of scheduled messages that have been sent or failed

* fix: update error message for deletion of processed scheduled messages
2026-02-05 18:42:46 -03:00
Muhsin Keloth
8eaea7c72e
feat: Add standalone outgoing messages count API endpoint (#13419)
This PR adds a new standalone `GET
/api/v2/accounts/:id/reports/outgoing_messages_count` endpoint that
returns outgoing message counts grouped by agent, team, inbox, or label.
2026-02-04 19:36:50 +05:30
Sojan Jose
9eb3ee44a8 Revert "chore: Upgrade Rails to 7.2.2 and update Gemfile dependencies (#11037)"
This reverts commit ef6ba8aabd.
2026-02-03 21:09:42 -08:00
Sojan Jose
ef6ba8aabd
chore: Upgrade Rails to 7.2.2 and update Gemfile dependencies (#11037)
Upgrade rails to 7.2.2 so that we can proceed with the rails 8 upgrade
afterwards
 
 # Changelog
- `.circleci/config.yml` — align CI DB setup with GitHub Actions
(`db:create` + `db:schema:load`) to avoid trigger-dependent prep steps.
- `.rubocop.yml` — add `rubocop-rspec_rails` and disable new cops that
don't match existing spec style.
- `AGENTS.md` — document that specs should run without `.env` (rename
temporarily when present).
- `Gemfile` — upgrade to Rails 7.2, switch Azure storage gem, pin
`commonmarker`, bump `sidekiq-cron`, add `rubocop-rspec_rails`, and
relax some gem pins.
- `Gemfile.lock` — dependency lockfile updates from the Rails 7.2 and
gem changes.
- `app/controllers/api/v1/accounts/integrations/linear_controller.rb` —
stringify params before passing to the Linear service to keep key types
stable.
- `app/controllers/super_admin/instance_statuses_controller.rb` — use
`MigrationContext` API for migration status in Rails 7.2.
- `app/models/installation_config.rb` — add commentary on YAML
serialization and future JSONB migration (no behavior change).
- `app/models/integrations/hook.rb` — ensure hook type is set on create
only and guard against missing app.
- `app/models/user.rb` — update enum syntax for Rails 7.2 deprecation,
serialize OTP backup codes with JSON, and use Ruby `alias`.
- `app/services/crm/leadsquared/setup_service.rb` — stringify hook
settings keys before merge to keep JSON shape consistent.
- `app/services/macros/execution_service.rb` — remove macro-specific
assignee activity workaround; rely on standard assignment handlers.
- `config/application.rb` — load Rails 7.2 defaults.
- `config/storage.yml` — update Azure Active Storage service name to
`AzureBlob`.
- `db/migrate/20230515051424_update_article_image_keys.rb` — use
credentials `secret_key_base` with fallback to legacy secrets.
- `docker/Dockerfile` — add `yaml-dev` and `pkgconf` packages for native
extensions (Ruby 3.4 / psych).
- `lib/seeders/reports/message_creator.rb` — add parentheses for clarity
in range calculation.
- `package.json` — pin Vite version and bump `vite-plugin-ruby`.
- `pnpm-lock.yaml` — lockfile changes from JS dependency updates.
- `spec/builders/v2/report_builder_spec.rb` — disable transactional
fixtures; truncate tables per example via Rails `truncate_tables` so
after_commit callbacks run with clean isolation; keep builder spec
metadata minimal.
- `spec/builders/v2/reports/label_summary_builder_spec.rb` — disable
transactional fixtures + truncate tables via Rails `truncate_tables`;
revert to real `resolved!`/`open!`/`resolved!` flow for multiple
resolution events; align date range to `Time.zone` to avoid offset gaps;
keep builder spec metadata minimal.
- `spec/controllers/api/v1/accounts/macros_controller_spec.rb` — assert
`assignee_id` instead of activity message to avoid transaction-timing
flakes.
- `spec/services/telegram/incoming_message_service_spec.rb` — reference
the contact tied to the created conversation instead of
`Contact.all.first` to avoid order-dependent failures when other specs
leave data behind.
-
`spec/mailers/administrator_notifications/shared/smtp_config_shared.rb`
— use `with_modified_env` instead of stubbing mailer internals.
- `spec/services/account/sign_up_email_validation_service_spec.rb` —
compare error `class.name` for parallel/reload-safe assertions.
2026-02-03 14:29:26 -08:00
Gabriel Jablonski
614b887110
feat: enhance scheduled message + improved automations (#208)
* feat: enhance scheduled message delay handling

* fix: update scheduled message delay validation

* feat: message templates + liquid variables

* feat: enhance validation and handling for scheduled messages and attachments

* test: add validation for scheduled message creation and enhance Liquid variable processing

* chore: define constants for scheduled message delay limits and update validations

* chore: correct scheduled message delay constants for consistency

* feat: enhance scheduled message validation and processing for templates
2026-02-03 15:42:31 -03:00
Vishnu Narayanan
c884cdefde
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 |
2026-02-03 02:06:51 +05:30
Cayo P. R. Oliveira
f9d1146cb0
feat: mensagens agendadas (#198)
* feat:  Adds model for scheduling messages

* feat: Implement scheduled message handling and processing jobs

* feat: Add ScheduledMessagesController and associated specs for managing scheduled messages

* refactor: Simplify scheduled message job specs and improve metadata handling

* feat: Add ScheduledMessagePolicy for managing access to scheduled messages

* feat: Add routes for managing scheduled messages

* feat: Add scheduled message event handling and broadcasting

* feat: Add JSON views for scheduled messages creation, destruction, updating, and indexing

* feat: Update scheduled message status and dispatch update event after message creation

* feat: Ensure scheduled message updates trigger dispatch event

* feat: Add mutation types for managing scheduled messages

* feat: Add additionalAttributes prop to Message component and provider

* feat: Implement scheduled message handling in ActionCable and Vuex store

* feat: Add unit tests for scheduled messages actions and mutations

* feat: implement scheduled messages functionality

- Added support for scheduling messages in the conversation dashboard.
- Introduced new components: ScheduledMessageModal and ScheduledMessages for managing scheduled messages.
- Enhanced ReplyBottomPanel to include scheduling options.
- Updated Base.vue to handle scheduled message styling.
- Integrated Vuex store module for managing scheduled messages state.
- Added necessary translations for scheduled messages in English and Portuguese.

* feat: add pagination to scheduled messages index and update tests accordingly

* chore: update scheduled messages specs for future time validation and response status

* chore: enhance scheduled messages API with pagination and add skeleton loader component

* feat: add create_scheduled_message action to automation rule attributes

* feat: implement create_scheduled_message action and enhance attachment handling

* feat: add scheduled message functionality with UI components and localization

* test: enhance scheduledMessages mutations tests with meta handling and structure

* chore: update label to display file name upon successful upload in AutomationFileInput component

* feat: add initialAttachment prop to ScheduledMessageModal and update ReplyBox to pass attachment

* chore: prepend_mod_with to ScheduledMessagesController for better module handling

* fix: attachment visibility in ScheduledMessageItem component

* chore: enhance ScheduledMessage model with validations and reduce controller load

* refactor: simplify ScheduledMessagesAPI methods by removing unnecessary instance variable

* chore: update event emission for scheduled message creation in ReplyBox and ScheduledMessageModal

* refactor: update status configuration to use label keys

* chore: update date formatting in ScheduledMessageItem component

* refactor: collapse logic to checkOverflow and update related functionality

* chore: add author indication for current user in scheduled messages

* chore: enhance scheduled message metadata with author information and localization

* fix: send message shortcut

* chore: handle errors in scheduled message submission

* chore: update scheduled message modal to use combined date and time input

* chore: refactor scheduled messages handling to remove pagination and update related tests

* fix: ensure scheduled messages update status and dispatch on failure

* fix: update scheduled message due date logic and simplify sending checks

* refactor: rename build_message method for send_message

* fix: update scheduled message creation time and improve test reliability

* chore: ignore unnecessary check

* chore: add scheduled message metadata handling  in message builder, add scheduled message factorie and update specs

* refactor: use scheduled message factorie creation in specs

* chore: streamline error handling in scheduled message job and remove dispatch logic

* fix: change scheduled_messages association to destroy dependent records

* refactor: remove unused attributes from scheduled message payload builder

* chore: update scheduled message retrieval to use conversation association

* chore: correct cron format for scheduled messages job

* chore: remove migration for author_type in scheduled_messages

* feat: enhance scheduled messages management with delete confirmation and error handling

* chore: set cron poll interval to 10 seconds for improved scheduling precision

* feat: include additional_attributes in message JSON response

* feat: enhance scheduled message validation and localization support

* chore: update scheduled message display

* Merge branch 'main' into Cayo-Oliveira/CU-86aenh268/Mensagens-agendadas

* feat: add scheduled message indicators and validation for message length

* fix: remove unnecessary condition from line-clamp class binding

* feat: update scheduled messages localization and enhance content validation

* feat: update scheduled messages order, enhance scheduledAt computation, and add message association

* fix: reorder condition for Facebook channel message length computation

* fix:  change detection for attachments in scheduled messages

* fix: remove unnecessary colon from close-on-backdrop-click prop in ScheduledMessageModal

* chore: add error handling for scheduled message deletion and update localization for delete failure

* fix: enforce minimum delay of 1 minute for scheduled messages and update validation

* fix: remove unused private property and improve locale formatting for scheduled messages

* fix: adjust positioning of DropdownBody in ReplyBottomPanel and clean up schema foreign keys

* docs: add scheduled messages management APIs and payload definitions

---------

Co-authored-by: gabrieljablonski <contact@gabrieljablonski.com>
2026-01-30 22:08:16 -03:00
Pranav
5ec77aca64
feat: Add first response time distribution report endpoint (#13400)
The index is already added in production.

Adds a new reporting API that returns conversation counts grouped by
channel type and first response time buckets (0-1h, 1-4h, 4-8h, 8-24h,
24h+).

- GET /api/v2/accounts/:id/reports/first_response_time_distribution
- Uses SQL aggregation to handle large datasets efficiently
- Adds composite index on reporting_events for query performance

Tested on production workload.
Request: GET
`/api/v2/accounts/1/reports/first_response_time_distribution?since=<since>&until=<until>`
Response payload:
```
{
    "Channel::WebWidget": {
      "0-1h": 120,
      "1-4h": 85,
      "4-8h": 32,
      "8-24h": 12,
      "24h+": 3
    },
    "Channel::Email": {
      "0-1h": 12,
      "1-4h": 28,
      "4-8h": 45,
      "8-24h": 35,
      "24h+": 10
    },
    "Channel::FacebookPage": {
      "0-1h": 50,
      "1-4h": 30,
      "4-8h": 15,
      "8-24h": 8,
      "24h+": 2
    }
  }
```

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2026-01-30 22:22:27 +04:00
Muhsin Keloth
6f45af605c
feat: Add inbox-label matrix report endpoint (#13394)
This PR added new API endpoint GET
/api/v2/accounts/:account_id/reports/inbox_label_matrix that returns
conversation counts grouped by inbox and label in a matrix format.
Supports optional filtering by date range, inbox_ids, and label_ids.

---------

Co-authored-by: Pranav <pranav@chatwoot.com>
2026-01-29 13:32:59 -08:00
Tanmay Deep Sharma
a32565d72b
fix: velma connection limit (#13395)
## Description 
Make the $velma Redis connection pool size configurable via
`REDIS_VELMA_SIZE` environment variable (default: 5, matching current
behavior)
The $velma pool is used exclusively by Rack::Attack for rate limiting
and was the only Redis pool with a hardcoded size

## Fixes

Under high traffic, the hardcoded $velma pool (size: 5) causes
connection contention. Every HTTP request passes through Rack::Attack
middleware, which requires a $velma Redis connection. When
`WEB_CONCURRENCY=2` and `RAILS_MAX_THREADS=10` (20 concurrent threads),
the 4:1 thread-to-connection ratio causes threads to queue for up to 1
second (the pool timeout), resulting in intermittent request latency
spikes during traffic bursts.

The $alfred pool was already configurable via REDIS_ALFRED_SIZE — this
change brings $velma to parity.


## 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]
> **Low Risk**
> Low risk: changes only Redis connection pool sizing for Rack::Attack;
misconfiguration could cause rate-limiting Redis contention or extra
connections but no data/auth logic changes.
> 
> **Overview**
> Makes the `velma` Redis connection pool (used by Rack::Attack)
configurable via a new `REDIS_VELMA_SIZE` env var, replacing the
previously hardcoded pool size.
> 
> Documents `REDIS_VELMA_SIZE` in `.env.example` alongside the existing
`REDIS_ALFRED_SIZE` setting.
> 
> <sup>Written by [Cursor
Bugbot](https://cursor.com/dashboard?tab=bugbot) for commit
dcbc946f2e1d7356dc743178ca46cdf12cb25c78. This will update automatically
on new commits. Configure
[here](https://cursor.com/dashboard?tab=bugbot).</sup>
<!-- /CURSOR_SUMMARY -->

---------

Co-authored-by: Vishnu Narayanan <iamwishnu@gmail.com>
2026-01-29 20:53:41 +05:30
Vishnu Narayanan
0ca98bc84f
feat: add lightweight /health endpoint (#13386)
The existing /api health check endpoint creates a new Redis connection
on every request and checks both Redis and Postgres availability. During
peak traffic, this creates unnecessary load and can cause cascading
failures when either service is slow - instances get marked unhealthy,
traffic shifts to remaining instances, which then also fail health
checks.

The new /health endpoint:
  - Returns immediately with 200 {"status":"woot"}
  - Skips all middleware and authentication
  - No Redis or Postgres dependency
- Suitable for health checks that only need to verify the web server is
responding
2026-01-29 00:24:01 +05:30
Muhsin Keloth
6cd1b37981
feat: Tiktok API version configurable via Super Admin (#13381)
Extracted hardcoded TikTok API version (`v1.3`) into a configurable
`TIKTOK_API_VERSION` setting, consistent with how Instagram and WhatsApp
handle API versions.

Fixes
https://linear.app/chatwoot/issue/CW-6408/tiktok-api-version-configurable-via-super-admin
2026-01-28 19:46:48 +04:00
Tanmay Deep Sharma
d166ae73bc
feat: add cron job to remove orphan conversations (#13335)
## Description

This PR includes cron job to delete the orphans

## 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]
> Introduces a scheduled cleanup for conversations missing `contact` or
`inbox`.
> 
> - Adds `Internal::RemoveOrphanConversationsService` to batch-delete
orphan conversations (scoped by optional `account`, within a
configurable `days` window) with progress logging
> - New `Internal::RemoveOrphanConversationsJob` that invokes the
service; scheduled via `config/schedule.yml` to run every 12 hours on
`housekeeping` queue
> - Refactors rake task `chatwoot:ops:cleanup_orphan_conversations` to
use the service and report `total_deleted` after confirmation
> 
> <sup>Written by [Cursor
Bugbot](https://cursor.com/dashboard?tab=bugbot) for commit
59a24715cc59f048d08db3f588cde6fa036f3166. 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>
2026-01-28 19:25:20 +05:30
Tanmay Deep Sharma
b870a48734
perf: limit the number of notifications per user to 300 (#13234)
## Linear issue


https://linear.app/chatwoot/issue/CW-6289/limit-the-number-of-notifications-per-user-to-300

## Description

Limits the number of notifications per user to 300 by introducing an
async trim job that runs after each notification creation. This prevents
unbounded notification growth that was causing DB CPU spikes.

## Type of change

- [ ] Bug fix (non-breaking change which fixes an issue)
- [ ] This change requires a documentation update

## How Has This Been Tested?

- Added unit tests for TrimUserNotificationsJob

## 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]
> Implements a dedicated purge job to control notification volume and
scheduling.
> 
> - Introduces `Notification::RemoveOldNotificationJob` (queue:
`purgable`) to delete notifications older than 1 month and trim each
user to the 300 most recent (deterministic by `created_at DESC, id
DESC`)
> - Adds daily cron (`remove_old_notification_job` at 22:30 UTC, queue
`purgable`) in `config/schedule.yml`
> - Removes ad-hoc triggering of the purge from
`TriggerScheduledItemsJob`
> - Adds/updates specs covering enqueue queue, old-notification
deletion, per-user trimming, and combined behavior
> 
> <sup>Written by [Cursor
Bugbot](https://cursor.com/dashboard?tab=bugbot) for commit
9ea2b48e36df96cd15d4119d1dd7dcf5250695de. This will update automatically
on new commits. Configure
[here](https://cursor.com/dashboard?tab=bugbot).</sup>
<!-- /CURSOR_SUMMARY -->

---------

Co-authored-by: Vishnu Narayanan <iamwishnu@gmail.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2026-01-28 17:35:13 +05:30
Muhsin Keloth
04b2901e1f
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>
2026-01-27 11:36:20 +04:00
Gabriel Jablonski
0de6001b97
feat: add message editing functionality with UI support (#195)
* feat: add message editing functionality with UI support

* feat: enhance message editing with content length validation and context menu adjustments
2026-01-24 23:25:11 -03:00
Shivam Mishra
6a482926b4
feat: new Captain Editor (#13235)
Co-authored-by: Aakash Bakhle <48802744+aakashb95@users.noreply.github.com>
Co-authored-by: Vishnu Narayanan <iamwishnu@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: aakashb95 <aakashbakhle@gmail.com>
2026-01-21 13:39:07 +05:30
Sojan Jose
ecd4892a23 Bump version to 4.10.1 2026-01-20 08:43:11 -08:00