* fix: do not toggle typing status when typing private message
* feat: toggle typing status off when sending message
* Revert "fix: do not toggle typing status when typing private message"
This reverts commit 3c74b7c5df0960be37c3e8726c2538ae8ebc4d60.
* fix: ensure typing off event is triggered for all message types
* fix: add success status expectation for typing off events in message controller specs
* fix: ensure typing off event is dispatched correctly for both private and non-private messages
* chore: Hide "Learn More" button in feature spotlight for self-hosted (#12675)
* feat: single query for reporting event stats (#12664)
This PR collapses multiple queries fetching stats from a single table to
a single query
```sql
SELECT
user_id as user_id,
COUNT(CASE WHEN name = 'conversation_resolved' THEN 1 END) as resolved_count,
AVG(CASE WHEN name = 'conversation_resolved' THEN value END) as avg_resolution_time,
AVG(CASE WHEN name = 'first_response' THEN value END) as avg_first_response_time,
AVG(CASE WHEN name = 'reply_time' THEN value END) as avg_reply_time
FROM "reporting_events"
WHERE
"reporting_events"."account_id" = <account_id> AND
"reporting_events"."created_at" >= '2025-09-14 18:30:00' AND
"reporting_events"."created_at" < '2025-10-14 18:29:59'
GROUP BY "reporting_events"."user_id";
```
### Why this works?
Here's why this optimization is faster based on PostgreSQL internals:
- Single Table Scan vs Multiple Scans: Earlier we did 4 sequential scans
(or 4 index scans) of the same data, with the same where clause, now in
a single scan all 4 `CASE` expressions are evaluated in a single pass.
- Shared Buffer Cache Efficiency: PostgreSQL's shared buffer cache
stores recently accessed pages, with this, pages are loaded once and
re-used for all aggregation, earlier with separate queries we were
forced to re-read all from the disk each time
- Reduced planning and network overhead (4 vs 1 query)
### How is it tested
1. The specs all pass without making any changes
2. Verified the reports side by side after generating from report seeder
#### How to test
Generate seed data using the following command
```bash
ACCOUNT_ID=1 ENABLE_ACCOUNT_SEEDING=true bundle exec rake db:seed:reports_data
```
Once done download the reports, checkout to this branch and download the
reports again and compare them
* chore: Update translations (#12625)
* chore: Migrate mailers from the worker to jobs (#12331)
Previously, email replies were handled inside workers. There was no
execution logs. This meant if emails silently failed (as reported by a
customer), we had no way to trace where the issue happened, the only
assumption was “no error = mail sent.”
By moving email handling into jobs, we now have proper execution logs
for each attempt. This makes it easier to debug delivery issues and
would have better visibility when investigating customer reports.
Fixes
https://linear.app/chatwoot/issue/CW-5538/emails-are-not-sentdelivered-to-the-contact
---------
Co-authored-by: Sojan Jose <sojan@pepalo.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
* chore(deps-dev): bump vite from 5.4.20 to 5.4.21 (#12700)
Bumps [vite](https://github.com/vitejs/vite/tree/HEAD/packages/vite)
from 5.4.20 to 5.4.21.
<details>
<summary>Release notes</summary>
<p><em>Sourced from <a
href="https://github.com/vitejs/vite/releases">vite's
releases</a>.</em></p>
<blockquote>
<h2>v5.4.21</h2>
<p>Please refer to <a
href="https://github.com/vitejs/vite/blob/v5.4.21/packages/vite/CHANGELOG.md">CHANGELOG.md</a>
for details.</p>
</blockquote>
</details>
<details>
<summary>Changelog</summary>
<p><em>Sourced from <a
href="https://github.com/vitejs/vite/blob/v5.4.21/packages/vite/CHANGELOG.md">vite's
changelog</a>.</em></p>
<blockquote>
<h2><!-- raw HTML omitted -->5.4.21 (2025-10-20)<!-- raw HTML omitted
--></h2>
<ul>
<li>fix(dev): trim trailing slash before <code>server.fs.deny</code>
check (<a
href="https://github.com/vitejs/vite/tree/HEAD/packages/vite/issues/20968">#20968</a>)
(<a
href="https://github.com/vitejs/vite/tree/HEAD/packages/vite/issues/20970">#20970</a>)
(<a
href="cad1d31d06">cad1d31</a>),
closes <a
href="https://redirect.github.com/vitejs/vite/issues/20968">#20968</a>
<a
href="https://redirect.github.com/vitejs/vite/issues/20970">#20970</a></li>
<li>chore: update CHANGELOG (<a
href="ca88ed7398">ca88ed7</a>)</li>
</ul>
</blockquote>
</details>
<details>
<summary>Commits</summary>
<ul>
<li><a
href="adce3c22c6"><code>adce3c2</code></a>
release: v5.4.21</li>
<li><a
href="cad1d31d06"><code>cad1d31</code></a>
fix(dev): trim trailing slash before <code>server.fs.deny</code> check
(<a
href="https://github.com/vitejs/vite/tree/HEAD/packages/vite/issues/20968">#20968</a>)
(<a
href="https://github.com/vitejs/vite/tree/HEAD/packages/vite/issues/20970">#20970</a>)</li>
<li><a
href="ca88ed7398"><code>ca88ed7</code></a>
chore: update CHANGELOG</li>
<li>See full diff in <a
href="https://github.com/vitejs/vite/commits/v5.4.21/packages/vite">compare
view</a></li>
</ul>
</details>
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* chore: Update translations (#12708)
* chore(sidekiq): log ActiveJob class and job_id on dequeue (#12704)
## Context
Sidekiq logs only showed the Sidekiq wrapper class and JID, which wasn’t
helpful when debugging ActiveJobs.
## Changes
- Updated `ChatwootDequeuedLogger` to log the actual `ActiveJob class`
and `job_id` instead of the generic Sidekiq wrapper and JID.
> Example
> ```
> Dequeued ActionMailer::MailDeliveryJob
123e4567-e89b-12d3-a456-426614174000 from default
> ```
- Remove sidekiq worker and unify everything to `ActiveJob`
* chore: Enforce custom role permissions on conversation access (#12583)
## Summary
- ensure conversation lookup uses the permission filter before fetching
records
- add request specs covering custom role access to unassigned
conversations
## Testing
- bundle exec rspec
spec/enterprise/controllers/api/v1/accounts/conversations_controller_spec.rb
------
https://chatgpt.com/codex/tasks/task_e_68de1f62b9b883268a54882e608a8bb8
* fix: parameterize agent name (#12709)
* chore: Remove channel icons from the create inbox page (#12727)
# Pull Request Template
## Description
This PR removes the frame containing all channel icons from the “Create
Inbox” page.
## Type of change
- [x] Bug fix (non-breaking change which fixes an issue)
## How Has This Been Tested?
### Screenshots
**Before**
<img width="1314" height="1016" alt="image"
src="https://github.com/user-attachments/assets/2b773495-9ddb-48b4-b15d-9aef18259ce1"
/>
**After**
<img width="1314" height="979" alt="image"
src="https://github.com/user-attachments/assets/f4dc64cf-516c-4faf-a45c-2f7de05cc29b"
/>
## 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
- [ ] 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
* fix: Use gap-4 instead of margins to define space between elements (#12728)
We should avoid using margins to define space between elements, instead
use the gap utility.
The problem with this particular instance was that if Google auth was
turned off and SSO is available, there is a weird spacing at the top
caused by the margin from the SSO element.
This PR will fix that. It also introduces a gap between the divider and
the button, but that should be okay.
* feat(ee): Add a service to fetch website content and prepare a persona of Captain Assistant (#12732)
This PR is the first of many to simplify the process of building an
assistant. The new flow will only require the user’s website. We’ll
automatically crawl it, identify the business name and what the business
does, and then generate a suggested assistant persona, complete with a
proposed name and description.
This service returns the following.
Example: tooljet.com
<img width="795" height="217" alt="Screenshot 2025-10-25 at 2 55 04 PM"
src="https://github.com/user-attachments/assets/9cb3594a-9c9c-4970-a0a1-4c9c8869c193"
/>
Example: replit.com
<img width="797" height="176" alt="Screenshot 2025-10-25 at 2 56 42 PM"
src="https://github.com/user-attachments/assets/6a1b4266-aab6-455f-a5e3-696d3a8243c9"
/>
* chore: Adds URL-based search and tab selection (#12663)
# Pull Request Template
## Description
This PR enables URL-based search and tab selection, allowing search
queries and active tabs to persist in the URL for easy sharing.
Fixes
[CW-5766](https://linear.app/chatwoot/issue/CW-5766/cannot-impersonate-an-account),
https://github.com/chatwoot/chatwoot/issues/12623
## Type of change
- [x] New feature (non-breaking change which adds functionality)
## How Has This Been Tested?
### Loom video
https://www.loom.com/share/422a1d61f3fe4278a88e352ef98d2b78?sid=35fabee7-652f-4e17-83bd-e066a3bb804c
## Checklist:
- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
* chore: Add tab params for inbox configuration (#12665)
# Pull Request Template
## Description
This PR enables active tabs in inbox settings to persist in the URL for
easy sharing.
## Type of change
- [x] New feature (non-breaking change which adds functionality)
## How Has This Been Tested?
### Loom video
https://www.loom.com/share/63820ecb17ea491a9082339f8bb457b6?sid=4fef1acd-b4fd-431f-855c-7647015a330f
## Checklist:
- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
---------
Co-authored-by: Muhsin <muhsinkeramam@gmail.com>
* feat: Changelog card components (#12673)
# Pull Request Template
## Description
This PR introduces a new changelog component that can be used in the
sidebar.
Fixes
https://linear.app/chatwoot/issue/CW-5776/changelog-card-ui-component
## Type of change
- [x] New feature (non-breaking change which adds functionality)
## How Has This Been Tested?
### Screencast
https://github.com/user-attachments/assets/42e77e82-388a-4fc9-9b37-f3d0ea1a9d7f
## Checklist:
- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
---------
Co-authored-by: Muhsin <muhsinkeramam@gmail.com>
* chore: Remove linear integration feature flag (#12716)
This PR removes the linear integration feature flag since the
integration is pretty much stable and we do display the Linear CTA for
users who aren't connected.
Fixes
https://linear.app/chatwoot/issue/CW-5819/remove-linear-feature-flag-from-front-end
* chore: Update translations (#12722)
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
* perf: Add database index on conversations identifier (#12715)
**Problem**
Slack webhook processing was failing with 500 errors due to database
timeouts. The query `Conversation.where(identifier:
params[:event][:thread_ts]).first` was performing full table scans and
hitting PostgreSQL statement timeout.
**Solution**
Added database index on conversations.identifier and account_id.
* fix: Extend phone number normalization to Twilio WhatsApp (#12655)
### Problem
WhatsApp Cloud channels already handle Brazil/Argentina phone number
format mismatches (PRs #12492, #11173), but Twilio WhatsApp channels
were creating duplicate contacts
when:
- Template sent to new format: `whatsapp:+5541988887777` (13 digits)
- User responds from old format: `whatsapp:+554188887777` (12 digits)
### Solution
The solution extends the existing phone number normalization
infrastructure to support both WhatsApp providers while handling their
different payload formats:
### Provider Format Differences
- **WhatsApp Cloud**: `wa_id: "919745786257"` (clean number)
- **Twilio WhatsApp**: `From: "whatsapp:+919745786257"` (prefixed
format)
### Test Coverage
#### Brazil Phone Number Tests
**Case 1: New Format (13 digits with "9")**
- **Test 1**: No existing contact → Creates new contact with original
format
- **Test 2**: Contact exists in same format → Appends to existing
conversation
**Case 2: Old Format (12 digits without "9")**
- **Test 3**: Contact exists in old format → Appends to existing
conversation
- **Test 4** *(Critical)*: Contact exists in new format, message in old
format → Finds existing contact, prevents duplicate
- **Test 5**: No contact exists → Creates new contact with incoming
format
#### Argentina Phone Number Tests
**Case 3: With "9" after country code**
- **Test 6**: No existing contact → Creates new contact
- **Test 7**: Contact exists in normalized format → Uses existing
contact
**Case 4: Without "9" after country code**
- **Test 8**: Contact exists in same format → Appends to existing
- **Test 9**: No contact exists → Creates new contact
Fixes
https://linear.app/chatwoot/issue/CW-5565/inconsistencies-for-mobile-numbersargentina-brazil-and-mexico-numbers
* fix: Timezone offset reports broken by DST transition (#12747)
## Description
Fixes timezone offset parameter in V2 reports API that was broken by DST
transitions. The issue occurred when UK DST ended on October 26, 2025,
causing the test to fail starting October 27th.
~~**Initial diagnosis:** The root cause was that
`timezone_name_from_offset` used `zone.now.utc_offset` to match
timezones, which changes based on the current date's DST status rather
than the data being queried.~~
**Actual root cause:** The test was accidentally passing before DST
transition. During BST, `timezone_name_from_offset(0)` matched "Azores"
(UTC-1) instead of "Edinburgh" (UTC+0), and the -1 hour offset
coincidentally split midnight data into [1,5]. After DST ended, it
correctly matched "Edinburgh" (UTC+0), but this grouped all
conversations into one day [6], exposing that the test data was flawed.
The real issue: Test data created all 6 conversations starting at
midnight on a single day, which cannot produce a [1,5] split in true
UTC.
Fixes CW-5846
## Type of change
- [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?
**Test that was failing:**
```bash
bundle exec rspec spec/controllers/api/v2/accounts/reports_controller_spec.rb:25
```
**Changes:**
~~1. Fixed `timezone_name_from_offset` to use January 1st as reference
date instead of current date~~
~~2. Converted timezone string to `ActiveSupport::TimeZone` object for
`group_by_period` compatibility~~
**Revised approach:**
1. Freeze test time to January 2024 using `travel_to`, making timezone
matching deterministic and aligned with test data period
2. Start test conversations at 23:00 instead of midnight to properly
span two days and test timezone boundary grouping
3. Keep `zone.now.utc_offset` (correct behavior for real users during
DST)
**Why this works:**
- Test runs "in January 2024" → `zone.now.utc_offset` returns January
offsets consistently
- Offset `-8` correctly matches Pacific Standard Time (UTC-8 in January)
- Real users in PDT (summer) with offset `-7` → correctly match Pacific
Daylight Time
- No production impact, test is deterministic year-round
**Verification:**
- Test now passes consistently regardless of current DST status
- Timezone matching works correctly for real users during DST periods
- Reports correctly group data by timezone offset across all seasons
## Checklist:
- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [x] Any dependent changes have been merged and published in downstream
modules
---------
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
* fix: Captain response builder not getting triggered (#12729)
## Summary
- Fix captain response builder not getting triggered for cases where
responses are created as completed.
## Testing Instructions
- Test articles with firecrawl
- Test articles without firecrawl
- Test PDF documents
---------
Co-authored-by: Pranav <pranav@chatwoot.com>
* chore: Update captain pending FAQ interface (#12752)
# Pull Request Template
## Description
**This PR includes,**
- Added new pending FAQs view with approve/edit/delete actions for each
response.
- Implemented banner notification showing pending FAQ count on main
approved responses page.
- Created dedicated route for pending FAQs review at
/captain/responses/pending.
- Added automatic pending count updates when switching assistants or
routes.
- Modified ResponseCard component to show action buttons instead of
dropdown in pending view.
Fixes
https://linear.app/chatwoot/issue/CW-5833/pending-faqs-in-a-different-ux
## Type of change
- [x] New feature (non-breaking change which adds functionality)
## How Has This Been Tested?
### Loom video
https://www.loom.com/share/5fe8f79b04cd4681b9360c48710b9373
## Checklist:
- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
---------
Co-authored-by: Pranav <pranav@chatwoot.com>
* fix: Exclude authentication templates from WhatsApp template selection (#12753)
This PR add the changes for excluding the authentication templates from
the WhatsApp template selection in the frontend, as these templates are
not supported at the moment. Reference:
https://www.chatwoot.com/hc/user-guide/articles/1754940076-whatsapp-templates#what-is-not-supported
* feat: Template types components (#12714)
# Pull Request Template
## Description
Fixes
https://linear.app/chatwoot/issue/CW-5806/create-the-story-book-components-for-template-typestext-media-list
**Pending**
Need to standardize the structure to match the template/campaigns.
## Type of change
- [x] New feature (non-breaking change which adds functionality)
## How Has This Been Tested?
### Screenshots
<img width="669" height="179" alt="image"
src="https://github.com/user-attachments/assets/42efd292-8520-4b05-81ec-8bc526fc12db"
/>
<img width="646" height="304" alt="image"
src="https://github.com/user-attachments/assets/431dd964-006c-4877-a693-dae39b90df4c"
/>
<img width="646" height="380" alt="image"
src="https://github.com/user-attachments/assets/9052e31f-9292-4afb-8897-13931655fa00"
/>
<img width="646" height="272" alt="image"
src="https://github.com/user-attachments/assets/873d2488-e856-4a0d-8579-cc1bcc61cc8e"
/>
<img width="646" height="490" alt="image"
src="https://github.com/user-attachments/assets/14c2aa42-bf27-475f-aa70-fe59c1d00e9b"
/>
<img width="646" height="281" alt="image"
src="https://github.com/user-attachments/assets/1f42408e-03e8-4863-b4c7-715d13d67686"
/>
## 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
- [ ] 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: Muhsin Keloth <muhsinkeramam@gmail.com>
* fix: update omniauth to latest to resolve heroku deployment issues (#12749)
# Pull Request Template
## Description
Fixes https://github.com/chatwoot/chatwoot/issues/12553
Heroku build was failing due to `omniauth` version mismatch. Also, added
`NODE_OPTIONS=--max-old-space-size=4096` to handle OOM during Vite
build.
## Type of change
Please delete options that are not relevant.
- [x] Bug fix (non-breaking change which fixes an issue)
## How Has This Been Tested?
- Tested on heroku
## Checklist:
- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [x] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [x] Any dependent changes have been merged and published in downstream
modules
* chore: Improvements in pending FAQs (#12755)
# Pull Request Template
## Description
**This PR includes:**
1. Added URL-based filter persistence for the responses pages, including
page and search parameters.
2. Introduced a new empty state variant for pending FAQs — without a
backdrop and with a “Clear Filters” option.
3. Made the actions, filter, and search row remain fixed at the top
while scrolling.
Fixes
https://linear.app/chatwoot/issue/CW-5852/improvements-in-pending-faqs
## Type of change
- [x] New feature (non-breaking change which adds functionality)
## How Has This Been Tested?
### Loom video
https://www.loom.com/share/1d9eee68c0684f0ab05e08b4ca1e0ce9
## 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
- [ ] 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
* fix: run captain v2 outside the transaction (#12756)
* feat: Always process email content (#12734)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
* feat: Bulk actions for contacts (#12763)
Introduces APIs and UI for bulk actions in contacts table. The initial
action available will be assign labels
Fixes: #8536#12253
## Screens
<img width="1350" height="747" alt="Screenshot 2025-10-29 at 4 05 08 PM"
src="https://github.com/user-attachments/assets/0792dff5-0371-4b2e-bdfb-cd32db773402"
/>
<img width="1345" height="717" alt="Screenshot 2025-10-29 at 4 05 19 PM"
src="https://github.com/user-attachments/assets/ae510404-c6de-4c15-a720-f6d10cdac25b"
/>
---------
Co-authored-by: Muhsin <muhsinkeramam@gmail.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
* feat: Enable opensearch on paid plans automatically (#12770)
- enable `advanced_search feature` on all paid plans automatically
ref: https://github.com/chatwoot/chatwoot/pull/12503
* chore: Make contacts bulk action bar sticky (#12773)
# Pull Request Template
## Description
This PR makes the contacts bulk action bar sticky while scrolling.
## Type of change
- [x] Bug fix (non-breaking change which fixes an issue)
## How Has This Been Tested?
### Screenshots
<img width="1080" height="300" alt="image"
src="https://github.com/user-attachments/assets/21f8f3c6-813e-4ef6-b40a-8dd14e6ffb26"
/>
<img width="1080" height="300" alt="image"
src="https://github.com/user-attachments/assets/bb939f1d-9a13-4f9f-953d-b9872c984b74"
/>
## 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
- [ ] 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
* chore: Add dependant destroy_async for sla events (#12774)
Added the destroy_async to prevent timeout during SLA policy deletion by
processing SLA events asynchronously.
* chore: Update translations (#12748)
* feat: Add company backfill migration for existing contacts (Part 1) (#12657)
## Description
Implements company backfill migration infrastructure for existing
contacts. This is **Part 1 of 2** for the company model production
rollout as described in
[CW-5726](https://linear.app/chatwoot/issue/CW-5726/company-model-setting-it-up-on-production).
Creates jobs and services to associate existing contacts with companies
based on their email domains, filtering out free email providers (gmail,
yahoo, etc.) and disposable addresses.
**What's included:**
- Business email detector service with ValidEmail2 (uses
`disposable_domain?` to avoid DNS lookups)
- Per-account batch job to process contacts for one account
- Orchestrator job to iterate all accounts
- Rake task: `bundle exec rake companies:backfill`
~~*NOTE*: I'm using a hard-coded approach to determine if something is a
"business" email by filtering out emails that are usually personal. I've
also added domains that are common to some of our customers' regions.
This should be simpler. I looked into `Valid_Email2` and I couldn't find
anything to dictate whether an email is a personal email or a business
one. I don't think the approach used in the frontend is valid here.~~
UPDATE: Using `email_provider_info` gem instead.
**Pending - Part 2 (separate PR):** Real-time company creation for new
contacts
## Type of change
- [x] New feature (non-breaking change which adds functionality)
## How Has This Been Tested?
```bash
# Run all new tests
bundle exec rspec spec/enterprise/services/companies/business_email_detector_service_spec.rb \\
spec/enterprise/jobs/migration/company_account_batch_job_spec.rb \\
spec/enterprise/jobs/migration/company_backfill_job_spec.rb
# Run RuboCop
bundle exec rubocop enterprise/app/services/companies/business_email_detector_service.rb \\
enterprise/app/jobs/migration/company_account_batch_job.rb \\
enterprise/app/jobs/migration/company_backfill_job.rb \\
lib/tasks/companies.rake
```
**Performance optimization:**
- Uses `disposable_domain?` instead of `disposable?` to avoid DNS MX
lookups (discovered via tcpdump analysis - `disposable?` was making
network calls for every email, causing 100x slowdown)
## 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: Sojan Jose <sojan@pepalo.com>
* feat: Add company auto-association for contacts (CW-5726 Part 2) (#12711)
## Description
Implements real-time company auto-association for contacts based on
email domains. This is **Part 2** of the company model production
rollout (CW-5726).
**Task:**
- When a contact is created with a business email, automatically create
and associate a company from the email domain
- When a contact is updated with an email for the first time (email was
previously nil), associate with a company
- Preserve existing company associations when email changes to avoid
user confusion
- Skip free email providers and disposable domains
**Dependencies:**
⚠️ Requires PR #12657 (Part 1: Backfill migration) to be merged first
**Linear ticket:**
[CW-5726](https://linear.app/chatwoot/issue/CW-5726/company-model-setting-it-up-on-production)
## Type of change
- [x] New feature (non-breaking change which adds functionality)
## How Has This Been Tested?
- Service specs: Tests business email detection, company creation,
association logic, edge cases (existing companies, free emails, nil
emails)
- Integration specs: Tests full callback flow for contact create/update
scenarios
- All tests passing: 10 examples, 0 failures
- RuboCop: 0 offenses
## Checklist:
- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [x] 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 (PR #12657 pending)
---------
Co-authored-by: Sojan Jose <sojan@pepalo.com>
* fix: Optimize Message search_data to prevent OpenSearch field explosion (#12786)
## Description
Refactored the `Message#search_data` method to prevent exceeding
OpenSearch's 1000 field limit during reindex operations.
**Problem:** The previous implementation serialized entire ActiveRecord
objects (Inbox, Sender, Conversation) with all their JSONB fields,
causing dynamic field explosion in OpenSearch. This resulted in
`Searchkick::ImportError` with "Limit of total fields [1000] has been
exceeded".
**Solution:** Whitelisted only necessary fields for search and
filtering, and flattened JSONB `custom_attributes` into key-value pair
arrays to prevent unbounded field creation.
Linked to: CW-5861
## Type of change
- [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)
- [x] This change requires a documentation update
## How Has This Been Tested?
- Verified rubocop passes with no offenses
- Code review of search field usage from
`enterprise/app/services/enterprise/search_service.rb`
- Analyzed actual search queries to determine required indexed fields
**Still needed:**
- Full reindex test on staging/production environment
- Verify search functionality still works after reindex
- Confirm field count is under 1000 limit
## Changes Made
### Before
- Indexed 1000+ fields (entire AR objects with JSONB)
- `inbox` = full Inbox object (23+ fields + JSONB)
- `sender` = full Contact/User/AgentBot object (10+ fields + JSONB)
- `conversation` = full push_event_data
- Dynamic JSONB keys creating unlimited fields
### After
- ~35-40 controlled fields
- Whitelisted search fields: `content`, `attachment_transcribed_text`,
`email_subject`
- Filter fields: `account_id`, `inbox_id`, `conversation_id`,
`sender_id`, `sender_type`, etc.
- Flattened `custom_attributes`: `[{key, value, value_type}]` format
- Helper methods: `search_conversation_data`, `search_inbox_data`,
`search_sender_data`, `search_additional_data`
## 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
## Post-merge Steps
After merging, the following steps are required:
1. **Reindex all messages:**
```bash
bundle exec rails runner "Message.reindex"
```
2. **Verify field count:**
```bash
bundle exec rails runner "
client = Searchkick.client
index_name = Message.searchkick_index.name
mapping = client.indices.get_mapping(index: index_name)
fields = mapping.dig(index_name, 'mappings', 'properties')
puts 'Total fields: ' + fields.keys.count.to_s
"
```
3. **Test search functionality** to ensure queries still work as
expected
---------
Co-authored-by: Vishnu Narayanan <iamwishnu@gmail.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
* fix: Avoid introducing new attributes in search (#12791)
Fix `Limit of total fields [1000] has been exceeded`
https://linear.app/chatwoot/issue/CW-5861/searchkickimporterror-type-=-illegal-argument-exception-reason-=-limit#comment-6b6e41bd
* fix: Gate Sidekiq dequeue logger behind env (#12790)
## Summary
- wrap the dequeue middleware registration in a boolean env flag
- document the ENABLE_SIDEKIQ_DEQUEUE_LOGGER option in .env.example
* feat: Bulk delete for contacts (#12778)
Introduces a new bulk action `delete` for contacts
ref: https://github.com/chatwoot/chatwoot/pull/12763
## Screens
<img width="1492" height="973" alt="Screenshot 2025-10-31 at 6 27 21 PM"
src="https://github.com/user-attachments/assets/30dab1bb-2c2c-4168-9800-44e0eb5f8e3a"
/>
<img width="1492" height="985" alt="Screenshot 2025-10-31 at 6 27 32 PM"
src="https://github.com/user-attachments/assets/5be610c4-b19e-4614-a164-103b22337382"
/>
* fix: Video bubble click and play issue (#12764)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
* feat: Differentiate bot and user in the summary (#12801)
While generating the summary, use the appropriate sender type for the
message.
* fix: Invalid image URL issue in Help Center articles (#12806)
* feat: allow bots to handle campaigns when sender_id is nil (#12805)
* fix: Add empty line before signature in compose conversation editor (#12702)
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
* feat: Enhance button interactions (#12738)
* fix: Remove the same account validation for whatsapp channels (#12811)
## Description
Modified the phone number validation in Whatsapp::ChannelCreationService
to check for duplicate phone numbers across ALL accounts, not just
within the current account.
## Type of change
- [ ] Bug fix (non-breaking change which fixes an issue)
## How Has This Been Tested?
- Added test coverage for cross-account phone number validation
- Using actual UI flow
<img width="1493" height="532" alt="image"
src="https://github.com/user-attachments/assets/67d2bb99-2eb9-4115-8d56-449e4785e0d8"
/>
## 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
* feat: Update Captain navigation structure (#12761)
# Pull Request Template
## Description
This PR includes an update to the Captain navigation structure.
## Route Structure
```javascript
1. captain_assistants_responses_index → /captain/:assistantId/faqs
2. captain_assistants_documents_index → /captain/:assistantId/documents
3. captain_assistants_scenarios_index → /captain/:assistantId/scenarios
4. captain_assistants_playground_index → /captain/:assistantId/playground
5. captain_assistants_inboxes_index → /captain/:assistantId/inboxes
6. captain_tools_index → /captain/tools
7. captain_assistants_settings_index → /captain/:assistantId/settings
8. captain_assistants_guardrails_index → /captain/:assistantId/settings/guardrails
9. captain_assistants_guidelines_index → /captain/:assistantId/settings/guidelines
10. captain_assistants_index → /captain/:navigationPath
```
**How it works:**
1. User clicks sidebar item → Routes to `captain_assistants_index` with
`navigationPath`
2. `AssistantsIndexPage` validates route and gets last active assistant,
if not redirects to assistant create page.
3. Routes to actual page: `/captain/:assistantId/:page`
4. Page loads with correct assistant context
Fixes
https://linear.app/chatwoot/issue/CW-5832/updating-captain-navigation
## 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
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
---------
Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
* fix: Handle login when there are no accounts (#12816)
* chore: Update translations (#12794)
* chore(docs): Fix typos in some files (#12817)
This PR fixes typos in the file file using codespell.
* refactor: strategy pattern for mailbox conversation finding (#12766)
Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
* fix: Issue with processing variables in outgoing email content (#12799)
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
Co-authored-by: Vinay Keerthi <11478411+stonecharioteer@users.noreply.github.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
* fix: hide pdf citations in captain faq responses (#12839)
* fix: Use contact_id instead of sender_id for Instagram message locks (#12841)
Previously, the lock key for Instagram used sender_id, which for echo
messages (outgoing) would be the account's own ID. This caused all
outgoing messages to compete for the same lock, creating a bottleneck
during bulk messaging.
The fix introduces contact_instagram_id method that correctly identifies
the contact's ID regardless of message direction:
- For echo messages (outgoing): uses recipient.id (the contact)
- For incoming messages: uses sender.id (the contact)
This ensures each conversation has a unique lock, allowing parallel
processing of webhooks while maintaining race condition protection
within individual conversations.
Fixes lock acquisition errors in Sidekiq when processing bulk Instagram
messages.
Fixes
https://linear.app/chatwoot/issue/CW-5931/p0-mutexapplicationjoblockacquisitionerror-failed-to-acquire-lock-for
## Type of change
- [x] Bug fix (non-breaking change which fixes an issue)
* fix: label tags for contactable inboxes (#12838)
* chore: Improve captain layout (#12820)
* feat: allow selecting month range in overview reports (#12701)
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
* fix: respect status parameter when creating articles via API (#12846)
## Description
The Articles API was ignoring the `status` parameter when creating new
articles. All articles were forced to be drafts due to a hardcoded
`@article.draft!` call in the controller, even when users explicitly
sent `status: 1` (published) in their API request.
This PR removes the hardcoded draft enforcement and allows the status
parameter to be respected while maintaining backward compatibility.
Fixes#12063
## Type of change
- [x] Bug fix (non-breaking change which fixes an issue)
## How Has This Been Tested?
**Before:**
- API POST with `status: 1` → Created as draft (ignored parameter)
- API POST without status → Created as draft
**After:**
- API POST with `status: 1` → Created as published ✅
- API POST without status → Created as draft (backward compatible) ✅
- UI creates articles → Still creates as draft (UI doesn't send status)
✅
**Tests run:**
```bash
bundle exec rspec spec/controllers/api/v1/accounts/articles_controller_spec.rb
# 17 examples, 0 failures
```
Updated tests:
1. Changed 2 existing tests that were verifying the broken behavior
(expecting draft when published was sent)
2. Added new test to verify articles default to draft when status is not
provided
3. All existing tests pass, confirming backward compatibility
## Checklist:
- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] My changes generate no new warnings
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
Co-authored-by: Sojan Jose <sojan@pepalo.com>
* feat: allow querying reporting events via the API (#12832)
* feat(webhooks): add name to webhook (#12641)
## Description
When working with webhooks, it's easy to lose track of which URL is
which. Adding a `name` (optional) column to the webhook model is a
straight-forward solution to make it significantly easier to identify
webhooks.
## Type of change
- [x] New feature (non-breaking change which adds functionality)
## How Has This Been Tested?
Model and controller specs, and also running in production over several
months without any issues.
| Before | After |
| --- | --- |
| <img width="949" height="990" alt="image copy 3"
src="https://github.com/user-attachments/assets/6b33c072-7d16-4a9c-a129-f9c0751299f5"
/> | <img width="806" height="941" alt="image"
src="https://github.com/user-attachments/assets/77f3cb3a-2eb0-41ac-95bf-d02915589690"
/> |
| <img width="1231" height="650" alt="image copy 2"
src="https://github.com/user-attachments/assets/583374af-96e0-4436-b026-4ce79b7f9321"
/> | <img width="1252" height="650" alt="image copy"
src="https://github.com/user-attachments/assets/aa81fb31-fd18-4e21-a40e-d8ab0dc76b4e"
/> |
## Checklist:
- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [x] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [x] Any dependent changes have been merged and published in downstream
modules
* perf: speed up docker builds (#12859)
- Use separate keys to avoid cache overwrites across different
architecture builds
https://linear.app/chatwoot/issue/CW-5945/perf-speed-up-docker-builds
### 25 mins ---> 5mins
## before
<img width="971" height="452" alt="image"
src="https://github.com/user-attachments/assets/535cebd6-6c16-48d1-a62d-ffb6f2fc9b08"
/>
## after
<img width="940" height="428" alt="image"
src="https://github.com/user-attachments/assets/359eb313-4bb5-4e0e-9492-a8ad48645159"
/>
* chore: Update missing places with new colors (#12862)
# Pull Request Template
## Description
This PR updates the colors in places that were missed during the color
update migration.
## Type of change
- [x] Bug fix (non-breaking change which fixes an issue)
## 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
- [ ] 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
* fix: Brand installation name not showing (#12861)
# Pull Request Template
## Description
Fixes
https://linear.app/chatwoot/issue/CW-5946/fix-brand-installation-name-issue-in-dyte
## Type of change
- [x] Bug fix (non-breaking change which fixes an issue)
## 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
- [ ] 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
* fix: migrate from deprecated annotate gem to annotaterb (#12845)
## Description
The `annotate` gem has been deprecated and users are experiencing
annotation errors with the new Rails 7 `serialize` syntax. This PR
migrates to `annotaterb`, the actively maintained fork.
Users reported errors when running `make db`:
```
Unable to annotate app/models/installation_config.rb: no implicit conversion of Hash into String
Unable to annotate app/models/installation_config.rb: no implicit conversion of nil into Array
```
This PR updates the Gemfile and rake configuration to use `annotaterb`
instead.
Fixes#11673
## Type of change
- [x] Bug fix (non-breaking change which fixes an issue)
## How Has This Been Tested?
Tested locally with the following steps:
1. Run `bundle install` - successfully installed annotaterb 4.20.0
2. Run `RAILS_ENV=development bundle exec rails db:chatwoot_prepare` -
completed without annotation errors
3. Run `RAILS_ENV=development bundle exec rails annotate_rb:models` -
successfully annotated all models including InstallationConfig
4. Verified InstallationConfig model annotations are present and correct
## Checklist:
- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] My changes generate no new warnings
- [x] New and existing unit tests pass locally with my changes
* chore: disable worker MemoryHigh throttling in systemd unit (#12871)
- set MemoryHigh to infinity in deployment/chatwoot-worker.1.service so
the worker is throttled only by the existing
MemoryMax hard limit
- prevents cgroup reclaim from slowing Sidekiq under transient spikes
while still keeping the hard stop at 1.5 GB
* chore: Update translations (#12818)
* fix: revert annotaterb migration due to persistent annotation errors (#12881)
## Description
This PR reverts the migration from the `annotate` gem to `annotaterb`
introduced in PR #12845. The annotation errors reported in #11673
persist with both gems, and the old `annotate` gem handles the errors
more gracefully by continuing to process other models instead of
crashing.
**Testing reveals both gems fail with the same underlying issue:**
**Old annotate gem (3.2.0):**
```
Unable to annotate app/models/installation_config.rb: no implicit conversion of Hash into String
Unable to annotate app/models/installation_config.rb: no implicit conversion of nil into Array
Model files unchanged.
```
(Logs error but continues processing)
**New annotaterb gem (4.20.0):**
```
❯ bundle exec annotaterb models
ruby/3.4.4/lib/ruby/gems/3.4.0/gems/reline-0.3.6/lib/reline/terminfo.rb:2: warning: ruby/3.4.4/lib/ruby/3.4.0/fiddle.rb was loaded from the standard library, but will no longer be part of the default gems starting from Ruby 3.5.0.
You can add fiddle to your Gemfile or gemspec to silence this warning.
Also please contact the author of reline-0.3.6 to request adding fiddle into its gemspec.
Annotating models
bundler: failed to load command: annotaterb (ruby/3.4.4/bin/annotaterb)
ruby/3.4.4/lib/ruby/3.4.0/psych/parser.rb:62:in 'Psych::Parser#_native_parse': no implicit conversion of Hash into String (TypeError)
_native_parse @handler, yaml, path
^^^^^^^^^^^^^^^^^^^^
from ruby/3.4.4/lib/ruby/3.4.0/psych/parser.rb:62:in 'Psych::Parser#parse'
from ruby/3.4.4/lib/ruby/3.4.0/psych.rb:457:in 'Psych.parse_stream'
from ruby/3.4.4/lib/ruby/3.4.0/psych.rb:401:in 'Psych.parse'
from ruby/3.4.4/lib/ruby/3.4.0/psych.rb:325:in 'Psych.safe_load'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/activerecord-7.1.5.2/lib/active_record/coders/yaml_column.rb:37:in 'ActiveRecord::Coders::YAMLColumn::SafeCoder#load'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/activerecord-7.1.5.2/lib/active_record/coders/column_serializer.rb:37:in 'ActiveRecord::Coders::ColumnSerializer#load'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/activerecord-7.1.5.2/lib/active_record/type/serialized.rb:22:in 'ActiveRecord::Type::Serialized#deserialize'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/activemodel-7.1.5.2/lib/active_model/attribute.rb:175:in 'ActiveModel::Attribute::FromDatabase#type_cast'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/activemodel-7.1.5.2/lib/active_model/attribute.rb:43:in 'ActiveModel::Attribute#value'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/activemodel-7.1.5.2/lib/active_model/attribute_set.rb:37:in 'block in ActiveModel::AttributeSet#to_hash'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/activesupport-7.1.5.2/lib/active_support/core_ext/enumerable.rb:78:in 'block in Enumerable#index_with'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/activesupport-7.1.5.2/lib/active_support/core_ext/enumerable.rb:78:in 'Array#each'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/activesupport-7.1.5.2/lib/active_support/core_ext/enumerable.rb:78:in 'Enumerable#index_with'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/activemodel-7.1.5.2/lib/active_model/attribute_set.rb:37:in 'ActiveModel::AttributeSet#to_hash'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/activerecord-7.1.5.2/lib/active_record/model_schema.rb:499:in 'ActiveRecord::ModelSchema::ClassMethods#column_defaults'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/annotaterb-4.20.0/lib/annotate_rb/model_annotator/model_wrapper.rb:68:in 'AnnotateRb::ModelAnnotator::ModelWrapper#column_defaults'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/annotaterb-4.20.0/lib/annotate_rb/model_annotator/model_wrapper.rb:139:in 'block in AnnotateRb::ModelAnnotator::ModelWrapper#built_attributes'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/annotaterb-4.20.0/lib/annotate_rb/model_annotator/model_wrapper.rb:136:in 'Array#map'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/annotaterb-4.20.0/lib/annotate_rb/model_annotator/model_wrapper.rb:136:in 'AnnotateRb::ModelAnnotator::ModelWrapper#built_attributes'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/annotaterb-4.20.0/lib/annotate_rb/model_annotator/column_annotation/annotation_builder.rb:15:in 'AnnotateRb::ModelAnnotator::ColumnAnnotation::AnnotationBuilder#build'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/annotaterb-4.20.0/lib/annotate_rb/model_annotator/annotation/annotation_builder.rb:52:in 'block in AnnotateRb::ModelAnnotator::Annotation::AnnotationBuilder::Annotation#columns'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/annotaterb-4.20.0/lib/annotate_rb/model_annotator/annotation/annotation_builder.rb:51:in 'Array#map'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/annotaterb-4.20.0/lib/annotate_rb/model_annotator/annotation/annotation_builder.rb:51:in 'AnnotateRb::ModelAnnotator::Annotation::AnnotationBuilder::Annotation#columns'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/annotaterb-4.20.0/lib/annotate_rb/model_annotator/annotation/annotation_builder.rb:26:in 'AnnotateRb::ModelAnnotator::Annotation::AnnotationBuilder::Annotation#body'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/annotaterb-4.20.0/lib/annotate_rb/model_annotator/annotation/annotation_builder.rb:35:in 'AnnotateRb::ModelAnnotator::Annotation::AnnotationBuilder::Annotation#build'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/annotaterb-4.20.0/lib/annotate_rb/model_annotator/annotation/annotation_builder.rb:71:in 'AnnotateRb::ModelAnnotator::Annotation::AnnotationBuilder#build'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/annotaterb-4.20.0/lib/annotate_rb/model_annotator/project_annotator.rb:43:in 'AnnotateRb::ModelAnnotator::ProjectAnnotator#build_instructions_for_file'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/annotaterb-4.20.0/lib/annotate_rb/model_annotator/project_annotator.rb:17:in 'block in AnnotateRb::ModelAnnotator::ProjectAnnotator#annotate'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/annotaterb-4.20.0/lib/annotate_rb/model_annotator/project_annotator.rb:13:in 'Array#map'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/annotaterb-4.20.0/lib/annotate_rb/model_annotator/project_annotator.rb:13:in 'AnnotateRb::ModelAnnotator::ProjectAnnotator#annotate'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/annotaterb-4.20.0/lib/annotate_rb/model_annotator/annotator.rb:21:in 'AnnotateRb::ModelAnnotator::Annotator#do_annotations'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/annotaterb-4.20.0/lib/annotate_rb/model_annotator/annotator.rb:8:in 'AnnotateRb::ModelAnnotator::Annotator.do_annotations'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/annotaterb-4.20.0/lib/annotate_rb/commands/annotate_models.rb:17:in 'AnnotateRb::Commands::AnnotateModels#call'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/annotaterb-4.20.0/lib/annotate_rb/runner.rb:38:in 'AnnotateRb::Runner#run'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/annotaterb-4.20.0/lib/annotate_rb/runner.rb:11:in 'AnnotateRb::Runner.run'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/annotaterb-4.20.0/exe/annotaterb:18:in '<top (required)>'
from ruby/3.4.4/bin/annotaterb:25:in 'Kernel#load'
from ruby/3.4.4/bin/annotaterb:25:in '<top (required)>'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/bundler-2.5.16/lib/bundler/cli/exec.rb:58:in 'Kernel.load'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/bundler-2.5.16/lib/bundler/cli/exec.rb:58:in 'Bundler::CLI::Exec#kernel_load'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/bundler-2.5.16/lib/bundler/cli/exec.rb:23:in 'Bundler::CLI::Exec#run'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/bundler-2.5.16/lib/bundler/cli.rb:455:in 'Bundler::CLI#exec'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/bundler-2.5.16/lib/bundler/vendor/thor/lib/thor/command.rb:28:in 'Bundler::Thor::Command#run'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/bundler-2.5.16/lib/bundler/vendor/thor/lib/thor/invocation.rb:127:in 'Bundler::Thor::Invocation#invoke_command'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/bundler-2.5.16/lib/bundler/vendor/thor/lib/thor.rb:527:in 'Bundler::Thor.dispatch'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/bundler-2.5.16/lib/bundler/cli.rb:35:in 'Bundler::CLI.dispatch'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/bundler-2.5.16/lib/bundler/vendor/thor/lib/thor/base.rb:584:in 'Bundler::Thor::Base::ClassMethods#start'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/bundler-2.5.16/lib/bundler/cli.rb:29:in 'Bundler::CLI.start'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/bundler-2.5.16/exe/bundle:28:in 'block in <top (required)>'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/bundler-2.5.16/lib/bundler/friendly_errors.rb:117:in 'Bundler.with_friendly_errors'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/bundler-2.5.16/exe/bundle:20:in '<top (required)>'
from ruby/3.4.4/bin/bundle:25:in 'Kernel#load'
from ruby/3.4.4/bin/bundle:25:in '<main>'
```
(Crashes immediately, stops all processing)
**Root cause:** The `InstallationConfig` model uses YAML serialization
(`serialize :serialized_value, coder: YAML`) on a JSONB database column.
When annotation tools read column defaults, PostgreSQL returns JSONB as
a Hash, but YAML expects a String, causing the type error.
The migration to annotaterb doesn't solve the problem - both gems
encounter the same error. The old gem is preferable as it continues
working despite the error.
Reverts #12845
Related to #11673
## Type of change
- [x] Bug fix (non-breaking change which fixes an issue)
## How Has This Been Tested?
1. Reverted commit 559d1b657
2. Ran `bundle install` to reinstall annotate gem v3.2.0
3. Ran `RAILS_ENV=development bundle exec annotate`
- Result: Logs errors for InstallationConfig but completes successfully
4. Re-applied the annotaterb changes and tested `bundle exec annotaterb
models`
- Result: Crashes with full stack trace and stops processing
## Checklist:
- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] My changes generate no new warnings
- [x] New and existing unit tests pass locally with my changes
---
*Edited to truncate environment-specific info from error dump*
* chore: Hide assistant switcher on paywall screen (#12875)
* feat: Assignment service (v2) (#12320)
## Linear Link
## Description
This PR introduces a new robust auto-assignment system for conversations
in Chatwoot. The system replaces the existing round-robin assignment
with a more sophisticated service-based architecture that supports
multiple assignment strategies, rate limiting, and Enterprise features
like capacity-based assignment and balanced distribution.
## Type of change
- [ ] New feature (non-breaking change which adds functionality)
## How Has This Been Tested?
- Unit test cases
- Test conversations getting assigned on status change to open
- Test the job directly via rails console
## Checklist:
- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [ ] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
<!-- CURSOR_SUMMARY -->
---
> [!NOTE]
> Adds a new service-based auto-assignment system with scheduled jobs,
rate limiting, enterprise capacity/balanced selection, and wiring via
inbox/handler; includes Redis helpers and comprehensive tests.
>
> - **Auto-assignment v2 (core services)**:
> - Add `AutoAssignment::AssignmentService` with bulk assignment,
configurable conversation priority, RR selection, and per-agent rate
limiting via `AutoAssignment::RateLimiter`.
> - Add `AutoAssignment::RoundRobinSelector` for agent selection.
> - **Jobs & scheduling**:
> - Add `AutoAssignment::AssignmentJob` (per-inbox bulk assign;
env-based limit) and `AutoAssignment::PeriodicAssignmentJob` (batch over
accounts/inboxes).
> - Schedule periodic run in `config/schedule.yml`
(`periodic_assignment_job`).
> - **Model/concerns wiring**:
> - Include `InboxAgentAvailability` in `Inbox`; add
`Inbox#auto_assignment_v2_enabled?`.
> - Update `AutoAssignmentHandler` to trigger v2 job when
`auto_assignment_v2_enabled?`, else fallback to legacy.
> - **Enterprise extensions**:
> - Add `Enterprise::InboxAgentAvailability` (capacity-aware filtering)
and `Enterprise::Concerns::Inbox` association `inbox_capacity_limits`.
> - Extend service via `Enterprise::AutoAssignment::AssignmentService`
(policy-driven config, capacity filtering, exclusion rules) and add
selectors/services: `BalancedSelector`, `CapacityService`.
> - **Infrastructure**:
> - Enhance `Redis::Alfred` with `expire`, key scan/count, and extended
ZSET helpers (`zadd`, `zcount`, `zcard`, `zrangebyscore`).
> - **Tests**:
> - Add specs for jobs, core service, rate limiter, RR selector, and
enterprise features (capacity, balanced selection, exclusions).
>
> <sup>Written by [Cursor
Bugbot](https://cursor.com/dashboard?tab=bugbot) for commit
0ebe187c8aea73765b0122a44b18d6f465c2477f. This will update automatically
on new commits. Configure
[here](https://cursor.com/dashboard?tab=bugbot).</sup>
<!-- /CURSOR_SUMMARY -->
---------
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
* fix: Change contact_inboxes.source_id to text column (#12882)
## Description
Fixes CW-5961 where IMAP email processing failed with
`ActiveRecord::RecordInvalid: Validation failed: Source is too long
(maximum is 255 characters)` error.
This changes the `contact_inboxes.source_id` column from `string` (255
character limit) to `text` (unlimited) to accommodate long email message
IDs that were causing validation failures.
Fixes CW-5961
## Type of change
- [x] Bug fix (non-breaking change which fixes an issue)
## How Has This Been Tested?
- Added spec test validating `source_id` values longer than 255
characters (300 chars)
- All existing `contact_inbox_spec.rb` tests pass (7 examples, 0
failures)
- Migration applied successfully with reversible up/down methods
- Verified `source_id` column type changed to `text` with `null: false`
constraint preserved
## Checklist:
- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] My changes generate no new warnings
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
* feat: allow configuring attachment upload limit (#12835)
## Summary
- add a configurable MAXIMUM_FILE_UPLOAD_SIZE installation setting and
surface it through super admin and global config payloads
- apply the configurable limit to attachment validations and shared
upload helpers on dashboard and widget
- introduce a reusable helper with unit tests for parsing the limit and
extend attachment specs for configurability
------
[Codex
Task](https://chatgpt.com/codex/tasks/task_e_6912644786b08326bc8dee9401af6d0a)
---------
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
* feat: Customizable webhook timeout configuration (#12777)
## Summary
- Ability to configure the webhook timeout for Chatwoot self hosted
installations
fixes: https://github.com/chatwoot/chatwoot/issues/12754
* feat: Control the allowed login methods via Super Admin (#12892)
- Control the allowed authentication methods for a chatwoot installation
via super admin configs. [SAML, Google Auth etc]
------
[Codex
Task](https://chatgpt.com/codex/tasks/task_e_6917d503b6e48326a261672c1de91462)
---------
Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
* chore: Update translations (#12876)
* feat: Backend - Companies API endpoint with pagination and search (#12840)
## Description
Adds API endpoint to list companies with pagination, search, and
sorting.
Fixes
https://linear.app/chatwoot/issue/CW-5930/add-backend-routes-to-get-companies-result
Parent issue:
https://linear.app/chatwoot/issue/CW-5928/add-companies-tab-to-dashboard
## Type of change
- [x] New feature (non-breaking change which adds functionality)
## How Has This Been Tested?
Added comprehensive specs to
`spec/enterprise/controllers/api/v1/accounts/companies_controller_spec.rb`:
- Pagination (25 per page, multiple pages)
- Search by name and domain (case-insensitive)
- Counter cache for contacts_count
- Account scoping
- Authorization
To reproduce:
```bash
bundle exec rspec spec/enterprise/controllers/api/v1/accounts/companies_controller_spec.rb
bundle exec rubocop enterprise/app/controllers/api/v1/accounts/companies_controller.rb
```
## Checklist:
- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
---------
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
* feat: Companies page (#12842)
# Pull Request Template
## Description
This PR introduces a new Companies section in the Chatwoot dashboard. It
lists all companies associated with the account and includes features
such as **search**, **sorting**, and **pagination** to enable easier
navigation and efficient management.
Fixes
https://linear.app/chatwoot/issue/CW-5928/add-companies-tab-to-dashboard
## Type of change
- [x] New feature (non-breaking change which adds functionality)
## How Has This Been Tested?
### Screenshot
<img width="1619" height="1200" alt="image"
src="https://github.com/user-attachments/assets/21f0a666-c3d6-4dec-bd02-1e38e0cd9542"
/>
## Checklist:
- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
---------
Co-authored-by: Vinay Keerthi <11478411+stonecharioteer@users.noreply.github.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
* feat: Add Amazon SES inbound email support (#12893)
## Summary
- add AWS ActionMailbox SES gems
- document SES as incoming email provider
- note SES option in configuration
## Testing
- `bundle exec rubocop config/initializers/mailer.rb
config/environments/production.rb Gemfile`
------
[Codex
Task](https://chatgpt.com/codex/tasks/task_e_68bbb7d482288326b8f04bb795af0322)
---------
Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Vinay Keerthi <11478411+stonecharioteer@users.noreply.github.com>
* feat: hide email forwarding address if INBOUND_EMAIL_DOMAIN is not configured (#12768)
#### Summary
- Improved email inbox setup flow to handle cases where inbound email
forwarding is not configured on the installation
- Added conditional display of email forwarding address based on
MAILER_INBOUND_EMAIL_DOMAIN environment variable availability
- Enhanced user messaging to guide users toward configuring SMTP/IMAP
settings when forwarding is unavailable
#### Changes
**Backend (app/views/api/v1/models/_inbox.json.jbuilder)**
- Added forwarding_enabled boolean flag to inbox API response based on
MAILER_INBOUND_EMAIL_DOMAIN presence
- Made forward_to_email conditional - only included when forwarding is
enabled
**Frontend - Inbox Creation Flow**
- Created new EmailInboxFinish.vue component to handle email inbox setup
completion
- Shows different messages based on whether forwarding is enabled:
- With forwarding: displays forwarding address and encourages SMTP/IMAP
configuration
- Without forwarding: warns that SMTP/IMAP configuration is required for
emails to be processed
- Added link to configuration page for easy access to SMTP/IMAP settings
<img width="988" height="312" alt="Screenshot 2025-11-18 at 3 27 27 PM"
src="https://github.com/user-attachments/assets/928aff78-df73-49fa-9a26-dbbd1297b26a"
/>
<img width="765" height="489" alt="Screenshot 2025-11-18 at 3 24 46 PM"
src="https://github.com/user-attachments/assets/6a182c7d-087f-4e88-92a5-30f147a567a7"
/>
Fixes
https://linear.app/chatwoot/issue/CW-5881/hide-forwaring-email-section-if-inbound-email-domain-is-not-configured
## Type of change
- [x] New feature (non-breaking change which adds functionality)
## How Has This Been Tested?
- Tested locally
## 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>
* feat: APIs to assign agents_bots as assignee in conversations (#12836)
## Summary
- add an assignee_agent_bot_id column as an initital step to prototype
this before fully switching to polymorphic assignee
- update assignment APIs and conversation list / show endpoints to
reflect assignee as agent bot
- ensure webhook payloads contains agent bot assignee
[Codex
Task](https://chatgpt.com/codex/tasks/task_e_6912833377e48326b6641b9eee32d50f)
---------
Co-authored-by: Pranav <pranav@chatwoot.com>
* Bump version to 4.8.0
* chore: remove migration
---------
Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
Co-authored-by: Chatwoot Bot <92152627+chatwoot-bot@users.noreply.github.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
Co-authored-by: Muhsin <muhsinkeramam@gmail.com>
Co-authored-by: Vinay Keerthi <11478411+stonecharioteer@users.noreply.github.com>
Co-authored-by: Vishnu Narayanan <iamwishnu@gmail.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Tanmay Deep Sharma <32020192+tds-1@users.noreply.github.com>
Co-authored-by: Lê Nam Khánh <55955273+khanhkhanhlele@users.noreply.github.com>
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>
## 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>
## Summary
- allow help center portals to clear their associated web widget
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
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>
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>
## 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>
# Pull Request Template
## Description
This PR includes:
1. Previously, the URL fields accepted any value starting with `https`.
Added proper URL validation to ensure valid URLs are entered.
2. Fixed an issue where form save errors displayed `[object Object]` in
the toast due to inconsistent error formatting from the backend.
Fixes https://linear.app/chatwoot/issue/CW-5389/help-center-bugs
## Type of change
- [x] Bug fix (non-breaking change which fixes an issue)
## How Has This Been Tested?
### Loom video
https://www.loom.com/share/63ddca2c5e2e45c99b66153ed146524f?sid=fd25331b-6b67-4722-9b36-1213496a0741
## 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
- [ ] 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
# 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>
# 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>
* chore: allow non-admin to call `setup_channel_provider` and add localization
* feat: allow agents to setup channel provider for assigned inboxes and handle unauthorized access
# 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>
## 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)
## 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:
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>
- Add `actor=app` parameter to Linear OAuth authorization URL for
consistent app-level authorization
https://linear.app/developers/oauth-actor-authorization
- Implement user attribution for Linear issue creation and linking using
`createAsUser` and `displayIconUrl` parameters
- Enhance Linear integration to properly attribute actions to specific
Chatwoot agents
**Note**
- The displayIconUrl parameter is being sent correctly to Linear's
GraphQL API (verified through testing), but there is an issues with icon
is not attaching properly.
- We might need to disconnect the integration connect again.
When users delete the Linear integration from their Chatwoot dashboard,
the access token remains valid in Linear's system. This causes the
integration to still appear as connected in Linear's UI, even though
it's been removed from Chatwoot. Users need to manually disconnect from
Linear's side to fully remove the integration.
https://www.loom.com/share/5c102cbdf02e49bcb7a6fa6d409b531a?sid=0c664250-c867-4fc8-b44d-e1c1165337a7
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>
<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>
* feat: add store in additional_attributes to conversation model
* feat: set default mark_as_read to true in additional_attributes for conversation params
* fix: remove mark_as_read from additional_attributes in conversation
* refactor: move message read logic to mark_messages_as_read method in ConversationsController
* feat: add 'Mark messages as read' option to WhatsApp channel settings
* feat: add 'mark_as_read' option in factorie for WhatsApp channel
* feat: integrate Checkbox component for 'mark as read' option in WhatsApp settings
* fix: ensure 'mark_as_read' option is included in channel creation payload
* feat: add 'Mark as read' settings for WhatsApp inbox, including UI and state management
* chore: remove redundant content update test from IncomingMessageBaileysService spec
* feat: update 'Mark as read' label to 'Read receipts' and replace Checkbox with Switch component in WhatsApp settings
* fix: handle potential nil value for 'mark_as_read' in provider config
* feat: refactor provider config to streamline channel creation with 'mark_as_read' option
* feat: add test for MESSAGE_READ event dispatch in update_last_seen action
* fix: update subheader for 'Mark as read' setting to read receipt behavior in WhatsApp
* feat: update mark_messages_as_read behavior to handle false value in provider config
* chore: update label for 'Mark as read' option
* feat: update update_last_seen to send WhatsApp read receipt for WhatsApp channels
* test: remove MESSAGE_READ event dispatch tests in wrong file
* feat: enhance update_last_seen behavior for WhatsApp channel to conditionally dispatch messages.read event
* feat: update update_last_seen to dispatch messages.read event
* test: refactor update_last_seen tests
* chore: refactor to ensure provider_service responds to read_messages before ensure the mark_as_read provider config
* test: enhance #read_messages with provider config mark_as_read expected behaviors
* chore: clarify test names and remove useless expect
---------
Co-authored-by: gabrieljablonski <contact@gabrieljablonski.com>
* feat: add MESSAGES_UNREAD event and implement unread action in ConversationsController
* feat: rename MESSAGES_UNREAD event to CONVERSATION_UNREAD and update unread action in ConversationsController
* feat: implement send_unread_conversation method and update conversation_unread event handling
* feat: add test for dispatching conversation.unread event in ConversationsController
* feat: add conversation_unread event handling in ChannelListener
* feat: add send_unread_conversation method and corresponding tests in Whatsapp channel
* feat: add logging for nil last_message in send_unread_conversation method
* feat: add send_unread_conversation to error handling methods
* feat: implement send_unread_conversation method with logging for nil last_message
* fix: add nil check and logging for last_message in send_unread_conversation method
* fix: update conversation_unread method to call unread_conversation instead of send_unread_conversation
* refactor: rename send_unread_conversation to unread_conversation and update method implementation
* refactor: rename send_unread_conversation to send_unread_messages and update implementation to handle multiple messages
* refactor: rename send_read_messages to read_messages and send_unread_messages to unread_message for clarity
* refactor: rename send_read_messages to read_messages and send_unread_messages to unread_message for clarity
* refactor: rename send_read_messages to read_messages for consistency
Earlier, we were manually checking if a user was an agent and filtering
their conversations based on inboxes. This logic should have been part
of the conversation permissions service.
This PR moves the check to the right place and updates the logic
accordingly.
Other updates:
- Add support for search_conversations service for copilot.
- Use PermissionFilterService in contacts/conversations, conversations,
copilot search_conversations.
---------
Co-authored-by: Sojan <sojan@pepalo.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
# Pull Request Template
## Description
This PR introduces basic customization options for the CSAT survey:
* **Display Type**: Option to use star ratings instead of emojis.
* **Message Text**: Customize the survey message (up to 200 characters).
* **Survey Rules**: Send surveys based on labels — trigger when a
conversation has or doesn't have a specific label.
Fixes
https://linear.app/chatwoot/document/improve-csat-responses-a61cf30e054e
## Type of change
- [x] New feature (non-breaking change which adds functionality)
## How Has This Been Tested?
### Loom videos
**Website Channel (Widget)**
https://www.loom.com/share/7f47836cde7940ae9d17b7997d060a18?sid=aad2ad0a-140a-4a09-8829-e01fa2e102c5
**Email Channel (Survey link)**
https://www.loom.com/share/e92f4c4c0f73417ba300a25885e093ce?sid=4bb006f0-1c2a-4352-a232-8bf684e3d757
## 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: Pranav <pranavrajs@gmail.com>
- Currently Chatwoot manages Twilio Inbox creation in a separate
controller , We want to move this to inboxes api so that we have a
unified API for inbox related changes
---------
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Gabriel Jablonski