Commit Graph

1076 Commits

Author SHA1 Message Date
Pranav
254d5dcf9a
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>
2025-10-21 16:36:37 -07:00
Chatwoot Bot
b4c4f328b2
chore: Update translations (#12625) 2025-10-21 21:29:25 +05:30
gabrieljablonski
8d4a6b856a Merge branch main into chore/merge-upstream-4.7.0 2025-10-16 12:08:20 -03:00
Sojan Jose
40577e6a50 Bump version to 4.7.0 2025-10-15 22:05:13 -07:00
Gabriel Jablonski
4fc80ba4ee
feat(zapi): Z-API integration (#115)
* feat(zapi): connect flow and UI updates

* fix(zapi): re-add manage connection section

* feat(zapi): reply

* feat: send message

* fix: qrcode job logic

* test: qr code job specs

* chore: concurrent index

* chore: whatsapp model minor

* test: message window service specs

* chore: service refactor

* test: zapi service

* chore: zapi beta

* chore: minor fixes

* test: incoming message specs

* chore: minor fixes

* feat: handle status transitions

* test: refactor spec

* test: refactor spec

* chore(z-api): use feature flag

* chore: fix migration name
2025-10-15 16:23:04 -03:00
Sojan Jose
38f16ba677
feat: Secure external credentials with database encryption (#12648)
## Changelog

- Added conditional Active Record encryption to every external
credential we store (SMTP/IMAP passwords, Twilio tokens,
Slack/OpenAI hook tokens, Facebook/Instagram tokens, LINE/Telegram keys,
Twitter secrets) so new writes are encrypted
whenever Chatwoot.encryption_configured? is true; legacy installs still
receive plaintext until their secrets are
    updated.
- Tuned encryption settings in config/application.rb to allow legacy
reads (support_unencrypted_data) and to extend
deterministic queries so lookups continue to match plaintext rows during
the rollout; added TODOs to retire the
    fallback once encryption becomes mandatory.
- Introduced an MFA-pipeline test suite
(spec/models/external_credentials_encryption_spec.rb) plus shared
examples to
verify each attribute encrypts at rest and that plaintext records
re-encrypt on update, with a dedicated Telegram case.
The existing MFA GitHub workflow now runs these tests using the
preconfigured encryption keys.

fixes:
https://linear.app/chatwoot/issue/CW-5453/encrypt-sensitive-credentials-stored-in-plain-text-in-database

## Testing Instructions

 1. Instance without encryption keys
- Unset ACTIVE_RECORD_ENCRYPTION_* vars (or run in an environment where
they’re absent).
      - Create at least one credentialed channel (e.g., Email SMTP).
- Confirm workflows still function (send/receive mail or a similar
sanity check).
- In the DB you should still see plaintext values—this confirms the
guard prevents encryption when keys are missing.
  2. Instance with encryption keys
      - Configure the three encryption env vars and restart.
- Pick a couple of representative integrations (e.g., Email SMTP +
Twilio SMS).
      - Legacy channel check:
- Use existing records created before enabling keys. Trigger their
workflow (send an email / SMS, or hit the
            webhook) to ensure they still authenticate.
- Inspect the raw column—value remains plaintext until changed.
      - Update legacy channel:
- Edit one legacy channel’s credential (e.g., change SMTP password).
- Verify the operation still works and the stored value is now encrypted
(raw column differs, accessor returns
            original).
      - New channel creation:
- Create a new channel of the same type; confirm functionality and that
the stored credential is encrypted from
            the start.

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-10-13 18:05:12 +05:30
Vishnu Narayanan
e7b01d80b3
chore: add script to throttle bulkreindex job creation and increase meta timeouts(#12626)
- scripts to throttle reindex job creation and monitor progress

```

RAILS_ENV=production POSTGRES_STATEMENT_TIMEOUT=6000s bundle exec rails runner script/bulk_reindex_messages.rb

RAILS_ENV=production bundle exec rails runner script/monitor_reindex.rb
```

---------
Co-authored-by: Pranav <pranavrajs@gmail.com>
2025-10-13 16:21:45 +05:30
Sojan Jose
ec9a82a017
feat: Open conversation when agent bot webhook fails (#12379)
# Changelog

When an agent bot webhook fails, we now flip any pending conversation
back to an open state so a human agent can pick
it up immediately. There will be an clear activity message giving the
team clear visibility into what went
wrong. This keeps customers from getting stuck in limbo when their
connected bot goes offline.

# Testing instructions 

1. Initial setup: Create an agent bot with a working webhook URL and
connect it to a test inbox. Send a message from a
contact (e.g., via the widget) so a conversation is created; it should
enter the Pending state while the bot handles
     the reply.
2. Introduce failure: Edit that agent bot and swap the webhook URL for a
dummy endpoint that will fail. Have the same
contact send another message in the existing conversation. Because the
webhook call now fails, the conversation should flip from Pending back
to Open, making it visible to agents. Also verify the activity message
3. New conversation check: With the dummy URL still in place, start a
brand-new conversation from a contact. When the
bot tries (and fails) to respond, confirm that the conversation appears
immediately as Open rather than remaining Pending. Also the activity
message is visible
4. Subsequent messages in open conversations will show no change

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-10-13 15:59:59 +05:30
Vinay Keerthi
170ea7691f
feat: Add company model and API with tests (#12548)
# Pull Request Template

## Description

* add Company model with validations for name, domain, description and
  avatar
* Add database migration fo
* Implement endpoints for company CRUD operations
* Add optional company relationship for contacts
* Add test for models, controllers, factories and policies
* Add authorization policies restricting delete to admins
* support JSON API responses
Please include a summary of the change and issue(s) fixed. Also, mention
relevant motivation, context, and any dependencies that this change
requires.

Fixes #(cw-5650)

## Type of change

Please delete options that are not relevant.

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

## How Has This Been Tested?

Tests are implemented using `RSpec`

```
$ bundle exec rails db:migrate
$ bundle exec rspec spec/models/company_spec.rb spec/controllers/api/v1/accounts/companies_controller_spec.rb
```

## 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
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
2025-10-08 07:53:43 -07:00
Chatwoot Bot
4b2ebb8877
chore: Update translations (#12598) 2025-10-07 19:17:38 +05:30
Pranav
829142c808
fix: Update max_turns config (#12604)
Pass max_turns in the run config than during the initialization.

---------

Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2025-10-07 11:21:18 +05:30
Shivam Mishra
3a71829b46
feat: Improve captain conversation handling (#12599)
Co-authored-by: Pranav <pranavrajs@gmail.com>
2025-10-06 10:51:58 -07:00
Sivin Varghese
0974aea300
chore: Increase custom filter limit from 50 to 1000 per user (#12603)
# Pull Request Template

## Description

This PR increases the custom filter limit from 50 to 1000 per user

## Type of change

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

## How Has This Been Tested?

### Screenshot

<img width="1264" height="71" alt="image"
src="https://github.com/user-attachments/assets/e12667bb-147c-4115-b8a8-9113fca471db"
/>



## 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
2025-10-06 10:41:26 -07:00
Shivam Mishra
9fb0dfa4a7
feat: Add UI for custom tools (#12585)
### Tools list

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

### Tools form 

<img width="2294" height="2202" alt="CleanShot 2025-10-03 at 20 43
05@2x"
src="https://github.com/user-attachments/assets/9f49aa09-75a1-4585-a09d-837ca64139b8"
/>

## Response

<img width="800" height="2144" alt="CleanShot 2025-10-03 at 20 45 56@2x"
src="https://github.com/user-attachments/assets/b0c3c899-6050-4c51-baed-c8fbec5aae61"
/>

---------

Co-authored-by: Pranav <pranavrajs@gmail.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
2025-10-06 09:05:54 -07:00
Muhsin Keloth
66cfef9298
feat: Add WhatsApp health monitoring and self-service registration completion (#12556)
Fixes
https://linear.app/chatwoot/issue/CW-5692/whatsapp-es-numbers-stuck-in-pending-due-to-premature-registration


###  Problem  
Multiple customers reported that their WhatsApp numbers remain stuck in
**Pending** in WhatsApp Manager even after successful onboarding.

- Our system triggers a **registration call**
(`/<PHONE_NUMBER_ID>/register`) as soon as the number is OTP verified.
- In many cases, Meta hasn’t finished **display name
review/provisioning**, so the call fails with:

  ```
  code: 100, error_subcode: 2388001
  error_user_title: "Cannot Create Certificate"
error_user_msg: "Your display name could not be processed. Please edit
your display name and try again."
  ```

- This leaves the number stuck in Pending, no messaging can start until
we manually retry registration.
- Some customers have reported being stuck in this state for **7+
days**.

###  Root cause  
- We only check `code_verification_status = VERIFIED` before attempting
registration.
- We **don’t wait** for display name provisioning (`name_status` /
`platform_type`) to be complete.
- As a result, registration fails prematurely and the number never
transitions out of Pending.

### Solution  

#### 1. Health Status Monitoring  
- Build a backend service to fetch **real-time health data** from Graph
API:
  - `code_verification_status`  
  - `name_status` / `display_name_status`  
  - `platform_type`  
  - `throughput.level`  
  - `messaging_limit_tier`  
  - `quality_rating`  
- Expose health data via API
(`/api/v1/accounts/:account_id/inboxes/:id/health`).
- Display this in the UI as an **Account Health tab** with clear badges
and direct links to WhatsApp Manager.

#### 2. Smarter Registration Logic  
- Update `WebhookSetupService` to include a **dual-condition check**:  
  - Register if:  
    1. Phone is **not verified**, OR  
2. Phone is **verified but provisioning incomplete** (`platform_type =
NOT_APPLICABLE`, `throughput.level = NOT_APPLICABLE`).
- Skip registration if number is already provisioned.  
- Retry registration automatically when stuck.  
- Provide a UI banner with complete registration button so customers can
retry without manual support.

### Screenshot
<img width="2292" height="1344" alt="CleanShot 2025-09-30 at 16 01
03@2x"
src="https://github.com/user-attachments/assets/1c417d2a-b11c-475e-b092-3c5671ee59a7"
/>

---------

Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-10-02 11:25:48 +05:30
Shivam Mishra
21366e1c3b
feat: allow quoted email thread in reply (#12545)
This PR adds the ability to include the thread history as a quoted text

## Preview


https://github.com/user-attachments/assets/c96a85e5-8ac8-4021-86ca-57509b4eea9f
2025-09-30 17:47:09 +05:30
Chatwoot Bot
487209574c
chore: Update translations (#12535) 2025-09-29 11:16:22 +05:30
Chatwoot Bot
03d0688cc2
chore: Update translations (#12519)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-09-25 15:59:03 +05:30
Pranav
47bdb6d2bb
feat: Clean up email configuration for from and reply to emails (#12453)
We first added conversation continuity for the live chat widget, and
then carried the same logic over to email channels.

The problem was that this added a reply+conversationUUID@domain.com as
the reply-to for emails, which was unnecessary. For email channels, the
reply-to can just be the channel’s own email address.

That extra layer made things more complex than it needed to be. In this
PR, I’ve cleaned up the config so it’s simpler. The table below shows
how it’ll work going forward.

---

| Type | From Email | Reply To Email |
| -- | -- | -- |
| Standard IMAP, SMTP email channel | channel.email | channel.email |
| Google OAuth Email channel | channel.email | channel.email |
| Microsoft OAuth Email channel | channel.email | channel.email |
| Email forwarded to Chatwoot, brought their own SMTP | channel.email |
channel.email |
| Imap to fetch email, Use Chatwoot's SMTP | channel.email if verified
with Chatwoot's SMTP provider. Otherwise account support email |
channel.email |
| Email forwarded to Chatwoot, Use Chatwoot's SMTP | channel.email if
verified with Chatwoot's SMTP provider. Otherwise account support email
| channel.email |
| -- | --  | -- |
| Website Live Chat - Conversation Continuity Inbound Emails enabled|
Account Support Email | reply+{conversation-uuid}@{account_domain} |
| Website Live Chat - Conversation Continuity Inbound Emails disabled|
Account Support Email | Account Support Email |

Fixes https://github.com/chatwoot/chatwoot/issues/10614
Fixes https://github.com/chatwoot/chatwoot/issues/10521
Fixes https://github.com/chatwoot/chatwoot/issues/10300
Fixes https://github.com/chatwoot/chatwoot/issues/10091
Fixes https://github.com/chatwoot/chatwoot/issues/4890
Fixes https://github.com/chatwoot/chatwoot/issues/10676
Fixes https://github.com/chatwoot/chatwoot/issues/10756
Fixes https://github.com/chatwoot/chatwoot/issues/11515
Fixes https://github.com/chatwoot/chatwoot/issues/9471

---------

Co-authored-by: Sojan Jose <sojan@pepalo.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-09-24 11:36:53 -07:00
Pranav
eadbddaa9f
feat: Separate indexing with the search feature (#12503)
With this change, the indexing would be separate from the search, so you
need to enable indexing on the cloud and run it. It should start
indexing the messages to ElasticSearch/OpenSearch. Once indexing is
completed, we can turn on the feature for the customer.


Make sure that the following is done when you deploy.
Set POSTGRES_STATEMENT_TIMEOUT=600s before you run the indexing.

1. Make sure that the account with advanced_search has
advanced_search_indexing enabled
```rb
Account.feature_advanced_search.each do |account|
  account.enable_features(:advanced_search_indexing)
  account.save!
end
```

2. Enable indexing for all accounts with paid subscription.
```rb
Account.where("custom_attributes ->> 'plan_name' IN (?)", ['Enterprise', 'Startups', 'Business']).each do |account|
account.enable_features(:advanced_search_indexing)
  account.save!
end
```

3. Run indexing for all the messages.
```rb
Message.reindex
```

Co-authored-by: Vishnu Narayanan <iamwishnu@gmail.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-09-24 14:11:15 +05:30
Chatwoot Bot
68c070bcd9
chore: Update translations (#12506) 2025-09-24 10:47:31 +05:30
Shivam Mishra
2e108653ae
feat: allow SP initiated SAML (#12447)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-09-23 18:29:16 +05:30
Chatwoot Bot
df1f85a7f0
chore: Update translations (#12432)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-09-23 11:07:15 +05:30
Shivam Mishra
8764ade161
feat: add SKIP_INCOMING_BCC_PROCESSING as internal config (#12484)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-09-22 17:52:56 +05:30
gabrieljablonski
18c672c204 Merge branch 'main' into chore/merge-upstream-4.6.0 2025-09-19 19:37:28 -03:00
Sojan Jose
26a7e1b626 Bump version to 4.6.0 2025-09-19 13:43:21 +05:30
Tanmay Deep Sharma
239c4dcb91
feat: MFA (#12290)
## Linear:
- https://github.com/chatwoot/chatwoot/issues/486

## Description
This PR implements Multi-Factor Authentication (MFA) support for user
accounts, enhancing security by requiring a second form of verification
during login. The feature adds TOTP (Time-based One-Time Password)
authentication with QR code generation and backup codes for account
recovery.

## Type of change

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

## How Has This Been Tested?

- Added comprehensive RSpec tests for MFA controller functionality
- Tested MFA setup flow with QR code generation
- Verified OTP validation and backup code generation
- Tested login flow with MFA enabled/disabled

## Checklist:

- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [ ] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules

---------

Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-09-18 20:19:24 +05:30
Pranav
cc21016e6d
feat: Add support for customizing expiry of widget token (#12446)
This PR is part of https://github.com/chatwoot/chatwoot/pull/12259. It
adds a default expiry of 180 days for tokens issued on the widget. The
expiry can be customized based on customer requests and internal
security requirements.

Co-authored-by: Balasaheb Dubale <bdubale@entrata.com>
2025-09-16 12:41:05 +05:30
Muhsin Keloth
458ed1e26d
chore: Enable flexible whatsapp onboarding (Manual + Embedded Signup) options (#12344)
We recently introduced the WhatsApp Embedded Signup flow in Chatwoot to
simplify onboarding. However, we discovered two important limitations:
Some customers’ numbers are already linked to an Embedded Signup, which
blocks re-use. Tech providers cannot onboard their own numbers via
Embedded Signup.
As a result, we need to support both Manual and Embedded Signup flows to
cover all scenarios.

### Problem

- Current UI only offers the Embedded Signup option.
- Customers who need to reuse existing numbers (already connected to
WABA) or tech providers testing their own numbers get stuck.
- Manual flow exists but is no longer exposed in the UX

**Current Embedded Signup screen**
<img width="2564" height="1250" alt="CleanShot 2025-08-21 at 21 58
07@2x"
src="https://github.com/user-attachments/assets/c3de4cf1-cae6-4a0e-aa9c-5fa4e2249c0e"
/>

**Current Manual Setup screen**
<img width="2568" height="1422" alt="CleanShot 2025-08-21 at 22 00
25@2x"
src="https://github.com/user-attachments/assets/96408f97-3ffe-42d1-9019-a511e808f5ac"
/>


###  Solution

- Design a dual-path UX in the Create WhatsApp Inbox step that:
- Offers Embedded Signup (default/recommended) for new numbers and
businesses.
- Offers Manual Setup for advanced users, existing linked numbers, and
tech providers.

<img width="2030" height="1376" alt="CleanShot 2025-09-01 at 14 13
16@2x"
src="https://github.com/user-attachments/assets/6f17e5a2-a2fd-40fb-826a-c9ee778be795"
/>

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
2025-09-15 19:59:56 +05:30
Shivam Mishra
300d68f3f7
feat: SAML UI [CW-2958] (#12345)
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-09-15 19:33:54 +05:30
Chatwoot Bot
3ad2c33220
chore: Update translations (#12371)
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Pranav <pranavrajs@gmail.com>
2025-09-12 14:33:40 -07:00
Pranav
052b328a1f
fix: Use translations for name when sending emails (#12411)
Fix missing translation.
2025-09-11 13:09:07 +05:30
Shivam Mishra
79b93bed77
feat: SAML authentication controllers [CW-2958] (#12319) 2025-09-10 20:02:27 +05:30
Muhsin Keloth
8d12cf0c6b
chore: Upgrade Facebook API version from v17.0 to v18.0 (#12384)
Meta announced that Graph API v17.0 will reach end-of-life on September
12, 2025, requiring migration to v18.0 or higher. Updated the default
Facebook API version from v17.0 to v18.0 across configuration files in
response to Meta's deprecation notice.
2025-09-09 11:20:58 +05:30
Sojan Jose
6bdd4f0670
feat(voice): Incoming voice calls [EE] (#12361)
This PR delivers the first slice of the voice channel: inbound call
handling. When a customer calls a configured voice
number, Chatwoot now creates a new conversation and shows a dedicated
call bubble in the UI. As the call progresses
(ringing, answered, completed), its status updates in real time in both
the conversation list and the call bubble, so
agents can instantly see what’s happening. This focuses on the inbound
flow and is part of breaking the larger voice
feature into smaller, functional, and testable units; further
enhancements will follow in subsequent PRs.

references: #11602 , #11481  

## Testing

- Configure a Voice inbox in Chatwoot with your Twilio number.
- Place a call to that number.
- Verify a new conversation appears in the Voice inbox for the call.
- Open it and confirm a dedicated voice call message bubble is shown.
- Watch status update live (ringing/answered); hang up and see it change
to completed in both the bubble and conversation
list.
- to test missed call status, make sure to hangup the call before the
please wait while we connect you to an agent message plays


## Screens

<img width="400" alt="Screenshot 2025-09-03 at 3 11 25 PM"
src="https://github.com/user-attachments/assets/d6a1d2ff-2ded-47b7-9144-a9d898beb380"
/>

<img width="700" alt="Screenshot 2025-09-03 at 3 11 33 PM"
src="https://github.com/user-attachments/assets/c25e6a1e-a885-47f7-b3d7-c3e15eef18c7"
/>

<img width="700" alt="Screenshot 2025-09-03 at 3 11 57 PM"
src="https://github.com/user-attachments/assets/29e7366d-b1d4-4add-a062-4646d2bff435"
/>



<img width="442" height="255" alt="Screenshot 2025-09-04 at 11 55 01 PM"
src="https://github.com/user-attachments/assets/703126f6-a448-49d9-9c02-daf3092cc7f9"
/>

---------

Co-authored-by: Muhsin <muhsinkeramam@gmail.com>
2025-09-08 22:35:23 +05:30
Chatwoot Bot
f2cabd6c82
chore: Update translations (#12311) 2025-09-04 11:02:44 +05:30
Shivam Mishra
33058b5f3f
feat: add saml model & controller [CW-2958] (#12289)
This PR adds the foundation for account-level SAML SSO configuration in
Chatwoot Enterprise. It introduces a new `AccountSamlSettings` model and
management API that allows accounts to configure their own SAML identity
providers independently, this also includes the certificate generation
flow

The implementation includes a new controller
(`Api::V1::Accounts::SamlSettingsController`) that provides CRUD
operations for SAML configuration

The feature is properly gated behind the 'saml' feature flag and
includes administrator-only authorization via Pundit policies.
2025-09-03 13:30:42 -07:00
Pranav
f4643116df
feat: Run assignment every 15 minutes (#12334)
Currently, auto-assignment runs only during conversation creation or
update events. If no agents are online when new conversations arrive,
those conversations remain unassigned.

With this change, unassigned conversations will be automatically
assigned once agents become available. The job runs every 15 minutes and
uses a fair distribution threshold of 100 to prevent a large number of
conversations from being assigned to a single available agent. This will
be customizable later.
2025-08-29 15:10:56 -07:00
Muhsin Keloth
99997a701a
feat: Add twilio content templates (#12277)
Implements comprehensive Twilio WhatsApp content template support (Phase
1) enabling text, media, and quick reply templates with proper parameter
conversion, sync capabilities, and feature flag protection.

###  Features Implemented

  **Template Types Supported**

  - Basic Text Templates: Simple text with variables ({{1}}, {{2}})
  - Media Templates: Image/Video/Document templates with text variables
  - Quick Reply Templates: Interactive button templates
- Phase 2 (Future): List Picker, Call-to-Action, Catalog, Carousel,
Authentication templates

  **Template Synchronization**

- API Endpoint: POST
/api/v1/accounts/{account_id}/inboxes/{inbox_id}/sync_templates
  - Background Job: Channels::Twilio::TemplatesSyncJob
  - Storage: JSONB format in channel_twilio_sms.content_templates
  - Auto-categorization: UTILITY, MARKETING, AUTHENTICATION categories

 ###  Template Examples Tested


  #### Text template
```
  { "name": "greet", "language": "en" }
```
  #### Template with variables
```
  { "name": "order_status", "parameters": [{"type": "body", "parameters": [{"text": "John"}]}] }
```

  #### Media template with image
```
  { "name": "product_showcase", "parameters": [
    {"type": "header", "parameters": [{"image": {"link": "image.jpg"}}]},
    {"type": "body", "parameters": [{"text": "iPhone"}, {"text": "$999"}]}
  ]}
```
#### Preview

<img width="1362" height="1058" alt="CleanShot 2025-08-26 at 10 01
51@2x"
src="https://github.com/user-attachments/assets/cb280cea-08c3-44ca-8025-58a96cb3a451"
/>

<img width="1308" height="1246" alt="CleanShot 2025-08-26 at 10 02
02@2x"
src="https://github.com/user-attachments/assets/9ea8537a-61e9-40f5-844f-eaad337e1ddd"
/>

#### User guide

https://www.chatwoot.com/hc/user-guide/articles/1756195741-twilio-content-templates

---------

Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-08-29 16:13:25 +05:30
Pranav
0c2ab7f5e7
feat(ee): Setup advanced, performant message search (#12193)
We now support searching within the actual message content, email
subject lines, and audio transcriptions. This enables a faster, more
accurate search experience going forward. Unlike the standard message
search, which is limited to the last 3 months, this search has no time
restrictions.

The search engine also accounts for small variations in queries. Minor
spelling mistakes, such as searching for slck instead of Slack, will
still return the correct results. It also ignores differences in accents
and diacritics, so searching for Deja vu will match content containing
Déjà vu.


We can also refine searches in the future by criteria such as:
- Searching within a specific inbox
- Filtering by sender or recipient
- Limiting to messages sent by an agent


Fixes https://github.com/chatwoot/chatwoot/issues/11656
Fixes https://github.com/chatwoot/chatwoot/issues/10669
Fixes https://github.com/chatwoot/chatwoot/issues/5910



---

Rake tasks to reindex all the messages. 

```sh
bundle exec rake search:all
```

Rake task to reindex messages from one account only
```sh
bundle exec rake search:account ACCOUNT_ID=1
```
2025-08-28 10:10:28 +05:30
Gabriel Jablonski
f0063c271a
Merge branch 'main' into chore/merge-upstream-4.5.2 2025-08-27 13:12:09 -03:00
Tanmay Deep Sharma
1ba00075ce
feat: Add BE changes for captain pdf support for faq generation (#12113) 2025-08-27 20:31:22 +05:30
Chatwoot Bot
472493b9af
chore: Update translations (#12228)
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-08-27 11:59:13 +05:30
Muhsin Keloth
068538e3d6
feat: Setup posthog analytics (#12291)
- Replace June.so analytics with PostHog integration
- Maintain existing analytics API interface for seamless migration
- Remove all the June references

_June.so is shutting down their service, requiring migration to an
alternative analytics provider. PostHog was chosen as the replacement
due to its robust feature set and similar API structure._
2025-08-27 09:10:06 +05:30
Tanmay Deep Sharma
ad90deb709
feat: Add agent capacity controllers (#12200)
## Linear reference:
https://linear.app/chatwoot/issue/CW-4649/re-imagine-assignments

## Description
This PR introduces the foundation for Assignment V2 system by
implementing agent_capacity and their association with inboxes and
users.

## Type of change

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

## How Has This Been Tested?

Test Coverage:
-  Controller specs for assignment policies CRUD operations
-  Enterprise-specific specs for balanced assignment order
-  Model specs for community/enterprise separation

## Checklist:

- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [ ] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules

---------

Co-authored-by: Pranav <pranav@chatwoot.com>
2025-08-26 19:12:58 -07:00
Gabriel Jablonski
29a2474d05
fix: add checkout_timeout to database configuration (#101) 2025-08-25 19:17:25 -03:00
YashRaj
be721c2b50
feat: add config for embedding model (#12120)
This PR adds the ability to modify the embedding model used by Captain
AI.Previously, the embedding model was hardcoded which led to errors when
you used a different API provider which did not support that specific
embedding model.

Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2025-08-25 11:33:00 +05:30
Muhsin Keloth
7d6a43fc72
feat: Added the backend support for twilio content templates (#12272)
Added comprehensive Twilio WhatsApp content template support (Phase 1)
enabling text, media, and quick reply templates with proper parameter
conversion, sync capabilities.

 **Template Types Supported**
  - Basic Text Templates: Simple text with variables ({{1}}, {{2}})
  - Media Templates: Image/Video/Document templates with text variables
  - Quick Reply Templates: Interactive button templates
  
 Front end changes is available via #12277

---------

Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-08-24 10:05:15 +05:30
Sojan Jose
ae3ac33049 Bump version to 4.5.2 2025-08-20 21:44:30 +02:00
gabrieljablonski
f92b61681a Merge branch 'chatwoot/develop' into chore/merge-upstream-4.5.0 2025-08-20 12:08:17 -03:00
Sojan Jose
c6113852d7 Bump version to 4.5.1 2025-08-20 16:23:38 +02:00
gabrieljablonski
801033bd5f Merge branch 'main' into chore/merge-upstream-4.5.0 2025-08-20 11:20:31 -03:00
Chatwoot Bot
cae097c5fa
chore: Update translations (#12208) 2025-08-19 12:27:13 +05:30
Tanmay Deep Sharma
341487b93e
feat: Add assignment policies controllers with jbuilder views (#12199)
## Linear reference:
https://linear.app/chatwoot/issue/CW-4649/re-imagine-assignments

## Description
This PR introduces the foundation for Assignment V2 system by
implementing assignment policies and their association with inboxes.
Assignment policies allow configuring how conversations are distributed
among agents, with support for different assignment orders (round_robin
in community, balanced in enterprise) and conversation prioritization
strategies

Fixes # (issue)

## Type of change

Please delete options that are not relevant.

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

## How Has This Been Tested?

Test Coverage:
-  Controller specs for assignment policies CRUD operations
-  Enterprise-specific specs for balanced assignment order
-  Model specs for community/enterprise separation

Manual Testing:
1. Create assignment policy: POST
/api/v1/accounts/{id}/assignment_policies
2. List policies: GET /api/v1/accounts/{id}/assignment_policies
3. Assign policy to inbox: POST
/api/v1/accounts/{id}/assignment_policies/{id}/inboxes
4. View inbox policy: GET
/api/v1/accounts/{id}/inboxes/{id}/assignment_policy
5. Verify community edition ignores "balanced" assignment order
6. Verify enterprise edition supports both "round_robin" and "balanced"

- testing the flows after enterprise folder deletion

## Checklist:

- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [ ] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules

---------

Co-authored-by: Pranav <pranavrajs@gmail.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
2025-08-18 19:15:21 -07:00
Sojan Jose
eac292b11b Bump version to 4.5.0 2025-08-18 18:39:28 +02:00
Vishnu Narayanan
75119d4a08
fix: switch to datadog v2 gem (#12214)
# Pull Request Template

## Description
- The `0.48` version of the `ddtrace` gem was out of date, which was
causing the application to crash if `DD_AGENT_URL` was configured
- Switch to `datadog` gem, which is the currently maintained gem from DD


Ref: https://github.com/DataDog/dd-trace-rb/releases/tag/v2.0.0
2025-08-18 21:54:27 +05:30
Gabriel Jablonski
99255c199f
feat: on whatsapp baileys check (#95)
* feat: on whatsapp baileys check

* chore: refactoring

* chore: refactoring
2025-08-18 12:41:06 -03:00
Shivam Mishra
c6be04cdc1
feat: scenario agents & runner (#11944)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-08-14 12:39:21 +05:30
Pranav
14471cc20c
chore: Add bulgarian (bg) language (#12189)
Add bg to supported langauges
2025-08-13 10:23:25 -07:00
Petterson
81d8d3862d
feat: Add route to list accounts that belongs to a platform_app (#12140)
This PR creates a new route to list all accounts that a platform_app has access to.

Fixes: #12109
2025-08-11 21:23:05 +02:00
Vishnu Narayanan
6cab741392
fix: handle active storage preview error for password protected pdfs (#11888)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-08-11 12:41:37 +05:30
Chatwoot Bot
f3bc2476fc
chore: Update translations (#12073)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-08-11 12:29:22 +05:30
Petterson
fd28ed8d83
feat: add support to embedded whatsapp coexistence method (#12108)
This update adds support to the coexistence method to Embedded Whatsapp,
allowing users to add their existing whatsapp business number in order
to use it in both places(chatwoot and whatsapp business) at the same
time.

This update require some changes in the permissions for the Meta App, as
described in the Meta Oficial Docs, I'll leave this listed below:

- **history** — describes past messages the business customer has
sent/received
- **smb_app_state_sync** — describes the business customer's current and
new contacts
- **smb_message_echoes** — describes any new messages the business
customer sends with the WhatsApp Business app after having been
onboarded

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
Co-authored-by: Tanmay Deep Sharma <32020192+tds-1@users.noreply.github.com>
2025-08-08 18:28:50 +05:30
Shivam Mishra
b5f5c5c1bc
feat: add more tools (#12116)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-08-08 17:57:30 +05:30
Tanmay Deep Sharma
d2583d32e9
feat: add reauth flow for wa embedded signup (#11940)
# Pull Request Template

## Description

Please include a summary of the change and issue(s) fixed. Also, mention
relevant motivation, context, and any dependencies that this change
requires.
Fixes # (issue)

## Type of change

Please delete options that are not relevant.

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

## How Has This Been Tested?

Please describe the tests that you ran to verify your changes. Provide
instructions so we can reproduce. Please also list any relevant details
for your test configuration.


## Checklist:

- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [ ] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-08-08 01:48:45 +05:30
Sivin Varghese
d9900e50a0
feat(cloud): Add support for viewing status of SSL in custom domains (#12011)
# Pull Request Template

## Description

Fixes
[CW-4620](https://linear.app/chatwoot/issue/CW-4620/rethinking-custom-domains-in-chatwoot)

<img width="642" height="187" alt="Screenshot 2025-07-29 at 8 17 44 PM"
src="https://github.com/user-attachments/assets/ad2f5dac-4b27-4dce-93ca-6cbba74443fb"
/>


## Type of change

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

## How Has This Been Tested?



## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules

---------

Co-authored-by: Vishnu Narayanan <iamwishnu@gmail.com>
Co-authored-by: Pranav <pranavrajs@gmail.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
2025-07-30 10:52:47 -07:00
Shivam Mishra
441cc065ae
feat: add config for OpenAI endpoint (#12051)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-07-29 09:44:50 +05:30
Chatwoot Bot
0b74be82a3
chore: Update translations (#12037) 2025-07-28 17:33:49 +04:00
Muhsin Keloth
87313ecc35
fix: Add delay to instagram/messenger echo events to prevent duplicate messages (#12032)
- Add 2-second delay to Facebook Messenger echo event processing to
prevent race condition
- Add 2-second delay to Instagram echo event processing for consistency
- Prevent duplicate messages when echo events arrive before send message
API completes processing

---------

Co-authored-by: Sojan Jose <sojan@pepalo.com>
2025-07-24 21:11:02 +04:00
Pranav
420be64c45
chore: Automate SSL with Cloudflare (#12021)
This PR adds support for automatic SSL issuance using Cloudflare when a
custom domain is updated.

- Introduced a cloudflare configuration. If present, the system will
attempt to issue an SSL certificate via Cloudflare whenever a custom
domain is added or changed.
- SSL verification is handled using an HTTP challenge.
- The job will store the HTTP challenge response provided by Cloudflare
and serve it under the /.well-known/cf path automatically.

How to test:

- Create a Cloudflare zone for your domain and copy the Zone ID.
- Generate a Cloudflare API token with the required SSL certificate
permissions.
- Set the Fallback Origin under SSL -> Custom HostName to the Chatwoot
installation.
- Add or update a custom domain and verify that the SSL certificate is
automatically issued.

---------

Co-authored-by: Sojan Jose <sojan@pepalo.com>
2025-07-24 13:09:06 +04:00
Pranav
9acb0d86b5
fix: Disable enqueueing Avatar jobs if the URL is invalid (#12035)
- Add a new queue purgable
- Disable enqueuing the job if URL is invalid
2025-07-24 12:56:39 +04:00
Tanmay Deep Sharma
286e3a449d
feat: Introduce the crm_v2 feature flag for CRM changes (#12014)
Introduce crm_v2 feature flag for our upcoming optimisations for CRM

---------

Co-authored-by: Sojan Jose <sojan@pepalo.com>
2025-07-23 17:07:02 +04:00
Muhsin Keloth
ab1ba1c4c7
feat: Add manual WhatsApp templates sync with UI (#12007)
Fixes https://github.com/chatwoot/chatwoot/issues/9600

**Summary**
- Added manual WhatsApp templates sync functionality accessible via UI
- Added refresh button in both inbox settings and template picker modal
- Enhanced template picker to always show for WhatsApp Cloud channels
(even when empty)


**Preview**

<img width="1456" height="798" alt="CleanShot 2025-07-22 at 14 15 28@2x"
src="https://github.com/user-attachments/assets/8a04ff26-61fa-42ee-a1b8-5e06433ae6e0"
/>


<img width="2376" height="1574" alt="CleanShot 2025-07-22 at 14 19
24@2x"
src="https://github.com/user-attachments/assets/1c772034-04ff-484d-88dd-ca8123e93065"
/>

---------

Co-authored-by: iamsivin <iamsivin@gmail.com>
2025-07-23 12:22:51 +04:00
Shivam Mishra
b71a0da10d
feat: scenario tools [CW-4597] (#11908)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
2025-07-21 16:42:12 +05:30
Chatwoot Bot
bb9e3a5495
chore: Update translations (#11962)
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-07-17 21:50:55 -07:00
gabrieljablonski
4f0b5cd595 Merge branch 'main' into chatwoot/develop 2025-07-16 09:37:08 -03:00
Sojan Jose
090316a078 Bump version to 4.4.0 2025-07-16 00:09:26 -07:00
Shivam Mishra
fcd604dcde
chore: Make captain_integration_v2 an internal feature (#11953) 2025-07-16 10:09:46 +05:30
Sojan Jose
13b4fdb34c
chore: Add submenu for super admin settings (#11860)
- Improve how settings are rendered in Chatwoot Super admin panel
- Add google settings support 
- show setting for community edition

##  Settings page - community edition
<img width="1702" alt="Screenshot 2025-07-08 at 9 08 03 PM"
src="https://github.com/user-attachments/assets/0434f56f-ea74-44a8-a7b0-8e26fab88093"
/>

## Expanded settings
<img width="1675" alt="Screenshot 2025-07-03 at 2 17 16 AM"
src="https://github.com/user-attachments/assets/3aa1f888-c54a-4b58-896a-0d3e828fa176"
/>

---------

Co-authored-by: Sojan Jose <sojan@Sojans-MacBook-Pro.local>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-07-15 21:28:39 -07:00
Aman Kumar
0ea616a6ea
feat: WhatsApp campaigns (#11910)
# Pull Request Template

## Description

This PR adds support for WhatsApp campaigns to Chatwoot, allowing
businesses to reach their customers through WhatsApp. The implementation
includes backend support for WhatsApp template messages, frontend UI
components, and integration with the existing campaign system.

Fixes #8465

Fixes https://linear.app/chatwoot/issue/CW-3390/whatsapp-campaigns

## Type of change

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

## How Has This Been Tested?

- Tested WhatsApp campaign creation UI flow
- Verified backend API endpoints for campaign creation
- Tested campaign service integration with WhatsApp templates
- Validated proper filtering of WhatsApp campaigns in the store

## 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

## What we have changed:

We have added support for WhatsApp campaigns as requested in the
discussion.
Ref: https://github.com/orgs/chatwoot/discussions/8465

**Note:** This implementation doesn't exactly match the maintainer's
specification and variable support is missing. This is an initial
implementation that provides the core WhatsApp campaign functionality.

### Changes included:

**Backend:**
- Added `template_params` column to campaigns table (migration + schema)
- Created `Whatsapp::OneoffCampaignService` for WhatsApp campaign
execution
- Updated campaign model to support WhatsApp inbox types
- Added template_params support to campaign controller and API

**Frontend:**
- Added WhatsApp campaign page, dialog, and form components
- Updated campaign store to filter WhatsApp campaigns separately
- Added WhatsApp-specific routes and empty state
- Updated i18n translations for WhatsApp campaigns
- Modified sidebar to include WhatsApp campaigns navigation

This provides a foundation for WhatsApp campaigns that can be extended
with variable support and other enhancements in future iterations.

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
2025-07-16 09:04:02 +05:30
Vishnu Narayanan
6b8dd3c86a
chore: move UpdateMessageStatus to deferred queue (#11943)
-  move `UpdateMessageStatus` to `deferred` queue below `scheduled_jobs`

---------

Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-07-16 08:19:00 +05:30
Tanmay Deep Sharma
61d10044a0
feat: Whatsapp embedded signup (#11612)
## Description

This PR introduces WhatsApp Embedded Signup functionality, enabling
users to connect their WhatsApp Business accounts through Meta's
streamlined OAuth flow without manual webhook configuration. This
significantly improves the user experience by automating the entire
setup process.

**Key Features:**

- Embedded signup flow using Facebook SDK and Meta's OAuth 2.0
- Automatic webhook registration and phone number configuration
- Enhanced provider selection UI with card-based design
- Real-time progress tracking during signup process
- Comprehensive error handling and user feedback


## Required Configuration

The following environment variables must be configured by administrators
before this feature can be used:
Super Admin Configuration (via
super_admin/app_config?config=whatsapp_embedded)

- `WHATSAPP_APP_ID`: The Facebook App ID for WhatsApp Business API
integration
- `WHATSAPP_CONFIGURATION_ID`: The Configuration ID for WhatsApp
Embedded Signup flow (obtained from Meta Developer Portal)
- `WHATSAPP_APP_SECRET`: The App Secret for WhatsApp Embedded Signup
flow (required for token exchange)
![Screenshot 2025-06-09 at 11 21
08 AM](https://github.com/user-attachments/assets/1615fb0d-27fc-4d9e-b193-9be7894ea93a)


## How Has This Been Tested?

#### Backend Tests (RSpec):

- Authentication validation for embedded signup endpoints
- Authorization code validation and error handling
- Missing business parameter validation
- Proper response format for configuration endpoint
- Unauthorized access prevention

#### Manual Test Cases:

- Complete embedded signup flow (happy path)
- Provider selection UI navigation
- Facebook authentication popup handling
- Error scenarios (cancelled auth, invalid business data, API failures)
- Configuration presence/absence behavior

## Related Screenshots:

![Screenshot 2025-06-09 at 7 48
18 PM](https://github.com/user-attachments/assets/34001425-df11-4d78-9424-334461e3178f)
![Screenshot 2025-06-09 at 7 48
22 PM](https://github.com/user-attachments/assets/c09f4964-3aba-4c39-9285-d1e8e37d0e33)
![Screenshot 2025-06-09 at 7 48
32 PM](https://github.com/user-attachments/assets/a34d5382-7a91-4e1c-906e-dc2d570c864a)
![Screenshot 2025-06-09 at 10 43
05 AM](https://github.com/user-attachments/assets/a15840d8-8223-4513-82e4-b08f23c95927)
![Screenshot 2025-06-09 at 10 42
56 AM](https://github.com/user-attachments/assets/8c345022-38b5-44c4-aba2-0cda81389c69)


Fixes
https://linear.app/chatwoot/issue/CW-2131/spec-for-whatsapp-cloud-channels-sign-in-with-facebook

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
2025-07-14 21:37:06 -07:00
Shivam Mishra
93f18315cc
feat: add Captain::Scenario Model and API [CW-4597] (#11907)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-07-14 16:12:38 +05:30
Chatwoot Bot
d89fa09359
chore: Update translations (#11903)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-07-14 14:52:57 +05:30
Sivin Varghese
18eb53acf4
feat: New Assistants Edit Page (#11920)
# Pull Request Template

## Description

Fixes https://linear.app/chatwoot/issue/CW-4602/assistants-edit-page

### Screenshots
<img width="1650" height="890" alt="image"
src="https://github.com/user-attachments/assets/f9834cd3-9cf3-4173-8d33-1aad04d8991e"
/>
<img width="1650" height="890" alt="image"
src="https://github.com/user-attachments/assets/a628328a-fdfd-4ee7-86b5-2a1945e0c114"
/>

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-07-12 17:02:10 +05:30
Chatwoot Bot
e4ba80e2f0
chore: Update translations (#11893) 2025-07-07 14:34:25 -07:00
Pranav
3e993ead0f
feat: OG Image in Chatwoot Help Center (#11826)
_Note: This is only available for Cloud version of Chatwoot._



![image](https://github.com/user-attachments/assets/b7d61035-8682-4dbd-9460-4f8546ca6a98)
2025-07-03 12:41:12 -07:00
Pranav
58da92a252
chore: Disable copilot usage after the response count is over (#11845)
Disable copilot if the response usage is over.
2025-06-30 19:06:25 -07:00
Shivam Mishra
b26862e3d8
feat: notion OAuth setup (#11765)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-06-26 19:16:06 +05:30
Sojan Jose
b7f2c151bf
feat: Voice channel creation Flow (#11775)
This PR introduces a new channel type for voice conversations.

ref: #11481 

## Changes

- Add database migration for channel_voice table with phone_number and
provider_config
- Create Channel::Voice model with E.164 phone number validation and
Twilio config validation
- Add voice channel association to Account model
- Extend inbox helpers and types to support voice channels
- Add voice channel setup UI with Twilio configuration form
- Include voice channel in channel factory and list components
- Add API routes and store actions for voice channel creation
- Add comprehensive translations for voice channel management

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
2025-06-25 14:21:03 -07:00
Muhsin Keloth
578e2ee8db
fix: Respect messaging window constraints for auto-resolve messages (#11757) 2025-06-19 21:30:49 +05:30
Sojan
89bcef4623 Bump version to 4.3.0 2025-06-17 17:28:31 -07:00
Chatwoot Bot
25a0c9ed91
chore: Update translations (#11724) 2025-06-17 17:13:31 -07:00
Sojan Jose
16dbcabaac
feat: Enable super admin deletion of agent bots (#11748)
## Summary
- Allow super admins to remove agent bots
2025-06-17 15:41:29 -07:00
Muhsin Keloth
f4381e3b5d
feat: Add activity messages for linear actions (#11654) 2025-06-13 11:57:11 +05:30
Shivam Mishra
ac3bce3932
fix: missing metrics and labels from label summary (#11718) 2025-06-12 17:58:56 +05:30
João Gabriel Franco
d52f4267ba
feat: Add i18n on whatsapp list button (#10852)
Fixes #10862

---------

Co-authored-by: Pranav <pranav@chatwoot.com>
2025-06-11 22:19:36 -04:00
Chatwoot Bot
c8f5633d9d
chore: Update translations (#11708) 2025-06-11 18:43:15 -04:00
Sivin Varghese
bf3b1676dd
fix: Broken header in public Help Center portal (#11704)
Fixes https://linear.app/chatwoot/issue/CW-4473/broken-header-in-help-center-portal
2025-06-11 15:07:24 -04:00
Muhsin Keloth
7a67799f35
fix: Send CSAT survey only when agent can reply in conversation (#11637) 2025-06-11 22:45:32 +05:30
Shivam Mishra
35f06f30e7
feat: label reports overview (#11194)
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-06-11 14:35:46 +05:30
Chatwoot Bot
9b8c8a3850
chore: Update translations (#11574) 2025-06-10 10:10:52 -04:00
gabrieljablonski
b990ca9570 Merge branch 'main' into chore/merge-upstream 2025-06-09 19:49:48 -03:00
Sojan Jose
10363e77ad
chore: Add region option to Dialogflow integration (#11510)
## Summary
- support region option when configuring Dialogflow integration
- connect to region endpoint when set
- use session identification based on the region

Fixes: https://github.com/chatwoot/chatwoot/issues/4129
2025-06-05 20:01:17 -05:00
Sojan Jose
273c277d47
feat: Add conversation delete feature (#11677)
<img width="1240" alt="Screenshot 2025-06-05 at 12 39 04 AM"
src="https://github.com/user-attachments/assets/0071cd23-38c3-4638-946e-f1fbd11ec845"
/>


## Changes

Give the admins an option to delete conversation via the context menu

- enable conversation deletion in routes and controller
- expose delete API on conversations
- add delete option in conversation context menu and integrate with card
and list
- implement store action and mutation for delete
- update i18n with new strings

fixes: https://github.com/chatwoot/chatwoot/issues/947

---------

Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Pranav <pranavrajs@gmail.com>
2025-06-05 15:53:17 -05:00
Sojan Jose
2f40f95f77
fix: broken link in admin account user list (#11661)
- Add a dummy link for account users page that redirect back to user
page
- move common account user form in user and account super admin pages to
a partial

fixes:  #10757
2025-06-04 21:37:05 -05:00
gabrieljablonski
fab34768e2 Merge branch 'main' into chore/merge-upstream 2025-06-04 12:37:59 -03:00
Sojan Jose
b70d2c0ebe
chore: Improvements for codespace (#11667)
- move to vite build instead of dev for codespaces
- disable miniprofiler
2025-06-04 00:21:23 -05:00
Pranav
bae958334d
feat: Update UI for Copilot (#11561)
- Updated UI for copilot
2025-06-02 22:02:03 -05:00
gabrieljablonski
0317803b7c Merge branch 'main' into chore/merge-upstream 2025-05-30 11:03:07 -03:00
Shivam Mishra
f064b09776
feat: move embedding config to a yaml file (#11611)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-05-30 16:26:40 +05:30
Sojan Jose
8bbf6c75e3
chore: Improvements to codespaces (#11635)
- Remove the deprecated extensions
- Install claude code in base image 
- Fix rails deprecation warning
2025-05-29 21:18:02 -06:00
Pranav
70c29f699c
fix(revert): "fix: Send CSAT survey only when agent can reply in conversati… (#11634)
…on (#11584)"

This reverts commit b5ebc47637.

# Pull Request Template

## Description

Please include a summary of the change and issue(s) fixed. Also, mention
relevant motivation, context, and any dependencies that this change
requires.
Fixes # (issue)

## Type of change

Please delete options that are not relevant.

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

## How Has This Been Tested?

Please describe the tests that you ran to verify your changes. Provide
instructions so we can reproduce. Please also list any relevant details
for your test configuration.


## Checklist:

- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [ ] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
2025-05-29 16:52:33 -06:00
Shivam Mishra
b3a76289cc
feat: use tracking pixel for article view count (#11559) 2025-05-29 17:01:38 +05:30
Sojan Jose
873cfa08d8
feat: Ability to reset api_access_token (#11565)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2025-05-29 14:42:13 +05:30
Sojan Jose
fdd35ff549
chore: Update Codespaces (#11621)
- Fix issues with the current Chatwoot development codespaces
- Switch from webpacket to vite 
- Add additional configs to make the development easier with codespaces
- toggles v4 feature true as default
2025-05-29 01:45:00 -06:00
Muhsin Keloth
b5ebc47637
fix: Send CSAT survey only when agent can reply in conversation (#11584)
Fixes https://github.com/chatwoot/chatwoot/issues/11569

 ## Problem
On platforms like WhatsApp and Facebook Messenger, customers cannot
reply to messages after 24 hours (or other channel-specific messaging
windows). Despite this limitation, the system continued sending CSAT
surveys to customers outside their messaging window, making it
impossible for them to respond.

  ## Solution
Added a check for `conversation.can_reply?` in the
`should_send_csat_survey?` method. This leverages the existing
`MessageWindowService` which already handles all channel-specific
messaging window logic.
2025-05-28 19:34:11 +05:30
Shivam Mishra
b1120ae7fb
feat: allow searching articles in omnisearch (#11558)
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-05-28 13:50:50 +05:30
Shivam Mishra
3ce026e2bc
feat: save timezone from leadsquared API (#11583) 2025-05-28 09:46:59 +05:30
Sojan Jose
f73c5ef0b8
chore: Add short_description translations for integration apps (#11562)
- Add short_description translations for integration apps (dyte, slack,
dialogflow, google_translate, openai, linear, shopify)
- Remove fallback logic in NewHook.vue since I18n.t() returns
translation key string when missing (making fallback ineffective)
2025-05-23 01:25:13 -07:00
Sojan Jose
c2d8e2ad77
feat: move Slack config to installation settings (#11548)
- enable Slack Configuration via InstallationConfig
- list Slack integration in super admin settings
2025-05-23 01:07:35 -07:00
Vishnu Narayanan
d40a59f7fa
feat: automate account deletion (#11406)
- Automate the deletion of accounts that have requested deletion via
account settings.
- Add a Sidekiq job that runs daily to find accounts that have requested
deletion and have passed the 7-day window.
- This job deletes the account and then soft-deletes users if they do
not belong to any other account.
- This job also sends an email to the Chatwoot instance admin for
compliance purposes.
- The Chatwoot instance admin's email is configurable via the
`CHATWOOT_INSTANCE_ADMIN_EMAIL` global config.

---------

Co-authored-by: Sojan Jose <sojan@pepalo.com>
2025-05-23 12:58:13 +05:30
Pranav
8c0885e1d2
feat: Add support for realtime-events in copilot-threads and copilot-messages (#11557)
- Add API support for creating a thread
- Add API support for creating a message
- Remove uuid from thread (no longer required, we will use existing
websocket connection to send messages)
- Update message_type to a column (user, assistant, assistant_thinking)
2025-05-22 22:25:05 -07:00
Sojan Jose
8697a30dc5
feat: Ability to access user tokens via Platform API (#11537)
- Add Platform API for generating user tokens 
- Add the swagger documentation.

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
2025-05-22 11:30:04 +05:30
Shivam Mishra
9bd7daeaf8
feat: Allow CORS api access (#11546) 2025-05-22 10:13:15 +05:30
Sojan Jose
abe22c8649
fix: Rack-attack disable double Redis pooling (#11545)
Rails 7.1 ships with connection-pooling enabled by default for
`RedisCacheStore` (see rails/rails#45235).
Because we already wrap our Redis clients in our own `ConnectionPool`
($alfred / $velma), the upgrade resulted in a double-wrapped object and
runtime errors such as:

NoMethodError: undefined method `get` for an instance of ConnectionPool

This patch:

* Passes `pool: false` when instantiating `RedisCacheStore` in
`config/initializers/rack_attack.rb`, telling Rails to use the pool we
supply instead of building its own.
* Adds an inline comment explaining the rationale.
* Adds a TODO in `config/initializers/01_redis.rb` suggesting a future
simplification: switch to plain Redis clients and let Rails manage the
pool.

Reference docs:
* rails/rails#45235 – “Enable connection pooling by default for
MemCacheStore and RedisCacheStore” -
https://github.com/rails/rails/pull/45235
* Rails 7.1 Caching Guide – 2.1.1 “Connection Pool Options” (use `pool:
false`) [Ruby on Rails
Guides](https://guides.rubyonrails.org/v7.1/caching_with_rails.html)
2025-05-21 20:00:11 -07:00
Sojan
98a50d12e0 Bump version to 4.2.0 2025-05-20 00:11:50 -07:00
Gabriel Jablonski
ba14d51d23
Merge branch 'fazer-ai/main' into chore/merge-upstream 2025-05-18 11:43:18 -03:00
Chatwoot Bot
f0e8cf4ffe
chore(i18n): Update translations (#11501)
Co-authored-by: Pranav <pranavrajs@gmail.com>
2025-05-16 20:14:50 -07:00
Pranav
cbdac45824
feat: Improve Captain interactions, activity messages (#11493)
Show captain messages under the name of the assistant which generated
the message.

- Add support for `Captain::Assistant` sender type
- Add push_event_data for captain_assistants
- Add activity message handler for captain_assistants
- Update UI to show captain messages under the name of the assistant
- Fix the issue where openAI errors when image is sent
- Add support for custom name of the assistant

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-05-16 19:27:57 -07:00
Sojan Jose
eba24ce275
chore: Add activity message for conversation resolutions by Captain (#11492)
Currently, when Captain resolves a conversation, the same activity
message used for auto-resolution is shown. This has caused confusion for
users.
With this change, a distinct activity message will be displayed
specifically for resolutions performed by Captain, improving clarity.


Fixes
https://linear.app/chatwoot/issue/CW-4289/incorrect-activity-message-for-conversations-resolved-by-captain-auto#comment-d2991763

Co-authored-by: Pranav <pranav@chatwoot.com>
2025-05-16 11:57:07 -07:00
Pranav
4f4ef0389b
feat: Add support for persistent copilot threads and messages (#11489)
The agents can see the previous conversations with the copilot if needed
with this change. We would have to cleanup the data after a while. For
now, that is not considered.

This PR adds:
- A new model for copilot_threads (intentionally named thread instead of
conversation to avoid confusion), copilot_messages
- Add the controller to fetch previous threads and messages.
2025-05-15 17:37:04 -07:00
gabrieljablonski
3e5a42e5bc chore: allow trailing slash on FRONTEND_URL 2025-05-13 17:45:25 -03:00
Chatwoot Bot
142bae5fa4
chore: Update translations (#11458) 2025-05-10 19:21:34 -07:00
gabrieljablonski
04137ab932 chore: remove unused keys on BE locale 2025-05-09 12:28:28 -03:00
Shivam Mishra
6766b706c1
feat: Add support for typing events in webhooks (#11423)
Added support for typing events in webhooks. Two new events are now
available: `conversation_typing_on` and `conversation_typing_off`.


<img width="746" alt="Screenshot 2025-05-08 at 4 50 24 PM"
src="https://github.com/user-attachments/assets/62da7b38-de0f-42c5-84f4-066e653da331"
/>

---------

Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Pranav <pranavrajs@gmail.com>
2025-05-08 17:28:35 -07:00
ElvioRibeiro
c73f8aefc5
feat: Allow support for trusted IPs to disable throttling (#11226)
Co-authored-by: Pranav <pranav@chatwoot.com>
2025-05-08 16:10:30 -07:00
Chatwoot Bot
823c3df27f
chore: Update translations (#11432) 2025-05-08 15:45:53 -07:00
Shivam Mishra
b533980880
feat: Add support for minutes in auto resolve feature (#11269)
### Summary

- Converts conversation auto-resolution duration from days to minutes
for more
granular control
- Updates validation to allow values from 10 minutes (minimum) to 999
days (maximum)
- Implements smart messaging to show appropriate time units in activity
messages

###  Changes

- Created migration to convert existing durations from days to minutes
(x1440)
- Updated conversation resolver to use minutes instead of days
- Added dynamic translation key selection based on duration value
- Updated related specs and documentation
- Added support for displaying durations in days, hours, or minutes
based on value

###  Test plan

- Verify account validation accepts new minute-based ranges
- Confirm existing account settings are correctly migrated
- Test auto-resolution works properly with minute values
- Ensure proper time unit display in activity messages

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-05-07 00:36:15 -07:00
Vishnu Narayanan
968aa39a9e
chore: move stalecontacts job to different sidekiq queue (#11427)
- move stale contacts job to `housekeeping` queue below `low`
2025-05-07 00:31:58 -07:00
gabrieljablonski
add11d29c1 chore: drop FRONTEND_URL_EXTERNAL var 2025-05-02 20:44:10 -03:00
Gabriel Jablonski
af4ca9d974
Merge branch 'fazer-ai/main' into chore/merge-upstream 2025-05-02 19:55:54 -03:00
Vishnu Narayanan
f3a807c6f0
chore: enable stale contact removal job on chatwoot cloud (#11390)
- enable stale contact/contact inboxes removal job on chatwoot cloud
2025-05-02 13:36:30 +05:30
Chatwoot Bot
55316ea0a0
chore: Update translations (#11404) 2025-05-01 16:10:29 -07:00
Chatwoot Bot
251abd02b0
chore: Update translations (#11400) 2025-04-30 15:34:11 -07:00
Pranav
fb6409508b
feat: Allow customizing the responses, flows in Captain (#11385)
- Ability to provide custom instructions to captain

<img width="1107" alt="Screenshot 2025-04-28 at 6 11 43 PM"
src="https://github.com/user-attachments/assets/f94cbccc-b4d8-48fd-b6b9-55524129bc50"
/>
2025-04-29 15:42:15 -07:00
Sojan Jose
970e76ace8
feat: API Endpoints to update message status (#11387)
- Added an api endpoint for update message status ( available only for
api inboxes )
- Moved message status management to a service. 
- Handles case where read status arrive before delivered 

fixes: #10314 , #9962
2025-04-29 15:33:11 -07:00
Shivam Mishra
1a2e6dc4ee
feat: integrate LeadSquared CRM (#11284) 2025-04-29 09:14:00 +05:30
Sojan Jose
c63b583f90
chore: improve plan-based feature handling with plan hierarchy (#11335)
- Refactor HandleStripeEventService to better manage features by plan
- Add constants for features available in each plan tier (Startup,
Business, Enterprise)
- Add channel_instagram to Startup plan features
- Improve downgrade handling to properly disable higher-tier features
- Clean up and optimize tests for maintainability
- Add comprehensive test coverage for plan upgrades and downgrades

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-04-28 14:13:56 -07:00
gabrieljablonski
34becba25f chore: use FRONTEND_URL_EXTERNAL env var as default url options host 2025-04-25 23:18:47 -03:00