Commit Graph

377 Commits

Author SHA1 Message Date
gabrieljablonski
6ab1898992 Merge branch 'main' into chore/merge-upstream-4.10 2026-01-16 14:01:53 -03:00
Sojan Jose
aee0740bcc Bump version to 4.10.0 2026-01-15 22:19:33 -08:00
Sojan Jose
9407cc2ad5 Merge branch 'hotfix/4.9.2' into develop 2026-01-12 09:15:23 -08:00
Sojan Jose
ff68c3a74f Bump version to 4.9.2 2026-01-12 09:14:25 -08:00
Shivam Mishra
34b42a1ce1
feat: add global config for captain settings (#13141)
Co-authored-by: aakashb95 <aakashbakhle@gmail.com>
Co-authored-by: Aakash Bakhle <48802744+aakashb95@users.noreply.github.com>
2026-01-12 19:54:19 +05:30
Vishnu Narayanan
ab83a663f0
chore: upgrade node to 24.x LTS (#13004)
Upgrade node to `24.12` LTS

FIxes https://github.com/chatwoot/chatwoot/issues/12546
Fixes https://linear.app/chatwoot/issue/CW-5707/nodejs-23-reached-eol
2026-01-12 18:10:23 +05:30
Sivin Varghese
a2e348df06
fix: Backslash issue with -- and improve autolink handling (#13208) 2026-01-12 11:22:44 +05:30
Pranav
837026c146
feat: Use amplitude for Cloud Analytics (#13217)
Migrates our analytics integration on Cloud from PostHog to Amplitude.
This change updates the core AnalyticsHelper class to use the Amplitude
SDK while maintaining the same tracking interface. Rest of all existing
analytics calls throughout the codebase continue to work without
modification.

**Changes:**
- Replace PostHog analytics with Amplitude SDK
- Rename ANALYTICS_TOKEN to CLOUD_ANALYTICS_TOKEN for clarity
- Fix bug in page() method signature that was causing malformed payloads
2026-01-09 09:32:09 -08:00
Sivin Varghese
92422f979d
chore: Replace plain editor with advanced editor (#13071)
# Pull Request Template

## Description

This PR reverts the plain text editor back to the **advanced editor**,
which was previously removed in
[https://github.com/chatwoot/chatwoot/pull/13058](https://github.com/chatwoot/chatwoot/pull/13058).
All channels now use the **ProseMirror editor**, with formatting applied
based on each channel’s configuration.

This PR also fixes issues where **new lines were not properly preserved
during Markdown serialization**, for both:

* `Enter or CMD/Ctrl+enter` (new paragraph)
* `Shift+Enter` (`hard_break`)

Additionally, it resolves related **[Sentry
issue](https://chatwoot-p3.sentry.io/issues/?environment=production&project=4507182691975168&query=is%3Aunresolved%20markdown&referrer=issue-list&statsPeriod=7d)**.

With these changes:

* Line breaks and spacing are now preserved correctly when saving canned
responses.
* When editing a canned response, the content retains the exact spacing
and formatting as saved in editor.
* Canned responses are now correctly converted to plain text where
required and displayed consistently in the canned response list.

### https://github.com/chatwoot/prosemirror-schema/pull/38

---

## 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: Muhsin Keloth <muhsinkeramam@gmail.com>
2026-01-08 15:17:54 +05:30
Sojan Jose
62376701da Bump version to 4.9.1 2025-12-22 18:55:42 -08:00
gabrieljablonski
549214e96d Merge branch main into chore/merge-upstream 2025-12-20 12:44:31 -03:00
Sojan Jose
6365a7ea53 Bump version to 4.9.0 2025-12-19 19:12:13 -08:00
Sojan Jose
c22a31c198
feat: Voice Channel (#11602)
Enables agents to initiate outbound calls and receive incoming calls
directly from the Chatwoot dashboard, with Twilio as the initial
provider.

Fixes:  #11481 

> This is an integration branch to ensure features works well and might
be often broken on down merges, we will be extracting the
functionalities via smaller PRs into develop

- [x] https://github.com/chatwoot/chatwoot/pull/11775
- [x] https://github.com/chatwoot/chatwoot/pull/12218
- [x] https://github.com/chatwoot/chatwoot/pull/12243
- [x] https://github.com/chatwoot/chatwoot/pull/12268
- [x] https://github.com/chatwoot/chatwoot/pull/12361
- [x]  https://github.com/chatwoot/chatwoot/pull/12782
- [x] #13064
- [ ] Ability for agents to join the inbound calls ( included in this PR
)

---------

Co-authored-by: Claude <noreply@anthropic.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
2025-12-19 12:41:33 -08:00
Pranav
bb8bafe3dc
feat(ce): Add Year in review feature (#13078)
<img width="1502" height="813" alt="Screenshot 2025-12-15 at 5 01 57 PM"
src="https://github.com/user-attachments/assets/ea721f00-403c-4adc-8410-5c0fa4ee4122"
/>
2025-12-15 17:24:45 -08:00
Sivin Varghese
863c033699
fix: Strip unsupported markdown formatting from canned responses (#13028)
# Pull Request Template

## Description

This PR fixes, 
1. **Issue with canned response insertion** - Canned responses with
formatting (bold, italic, code, lists, etc.) were not being inserted
into channels that don't support that formatting.
Now unsupported markdown syntax is automatically stripped based on the
channel's schema before insertion.
2. **Make image node optional** - Images are now stripped while paste.
9e269fca04
3. Enable **bold** and _italic_ for API channel

Fixes
https://linear.app/chatwoot/issue/CW-6091/editor-breaks-when-inserting-canned-response

## 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/9a5215dfef2949fcaa3871f51bdec4bb


## 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
2025-12-09 09:15:35 +05:30
Sivin Varghese
399c91adaa
feat: Standardize rich editor across all channels (#12600)
# Pull Request Template

## Description

This PR includes,

1. **Channel-specific formatting and menu options** for the rich reply
editor.
2. **Removal of the plain reply editor** and full **standardization** on
the rich reply editor across all channels.
3. **Fix for multiple canned responses insertion:**
* **Before:** The plain editor only allowed inserting canned responses
at the beginning of a message, making it impossible to combine multiple
canned responses in a single reply. This caused inconsistent behavior
across the app.
* **Solution:** Replaced the plain reply editor with the rich
(ProseMirror) editor to ensure a unified experience. Agents can now
insert multiple canned responses at any cursor position.
4. **Floating editor menu** for the reply box to improve accessibility
and overall user experience.
5. **New Strikethrough formatting option** added to the editor menu.

---

**Editor repo PR**:
https://github.com/chatwoot/prosemirror-schema/pull/36

Fixes https://github.com/chatwoot/chatwoot/issues/12517,
[CW-5924](https://linear.app/chatwoot/issue/CW-5924/standardize-the-editor),
[CW-5679](https://linear.app/chatwoot/issue/CW-5679/allow-inserting-multiple-canned-responses-in-a-single-message)

## Type of change

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

## How Has This Been Tested?

### Screenshot
**Dark**
<img width="850" height="345" alt="image"
src="https://github.com/user-attachments/assets/47748e6c-380f-44a3-9e3b-c27e0c830bd0"
/>

**Light**
<img width="850" height="345" alt="image"
src="https://github.com/user-attachments/assets/6746cf32-bf63-4280-a5bd-bbd42c3cbe84"
/>


## 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: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Vinay Keerthi <11478411+stonecharioteer@users.noreply.github.com>
2025-12-08 14:43:45 +05:30
Shivam Mishra
57904a56a0
chore: update vulnerable packages (#12996)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-12-04 15:28:12 +05:30
Sivin Varghese
f23d95e004
feat: Add Pinia support and relocate store factory (#12854)
Co-authored-by: Vinay Keerthi <11478411+stonecharioteer@users.noreply.github.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
2025-11-28 16:31:59 +05:30
Gabriel Jablonski
b03dfdb751
Chore/merge upstream 4.8.0 (#150)
* chore: Hide "Learn More" button in feature spotlight for self-hosted (#12675)

* feat: single query for reporting event stats (#12664)

This PR collapses multiple queries fetching stats from a single table to
a single query

```sql
SELECT 
  user_id as user_id,
  COUNT(CASE WHEN name = 'conversation_resolved' THEN 1 END) as resolved_count,
  AVG(CASE WHEN name = 'conversation_resolved' THEN value END) as avg_resolution_time,
  AVG(CASE WHEN name = 'first_response' THEN value END) as avg_first_response_time,
  AVG(CASE WHEN name = 'reply_time' THEN value END) as avg_reply_time 
FROM "reporting_events"
WHERE 
  "reporting_events"."account_id" = <account_id> AND 
  "reporting_events"."created_at" >= '2025-09-14 18:30:00' AND 
  "reporting_events"."created_at" < '2025-10-14 18:29:59'
GROUP BY "reporting_events"."user_id";
```

### Why this works?

Here's why this optimization is faster based on PostgreSQL internals:

- Single Table Scan vs Multiple Scans: Earlier we did 4 sequential scans
(or 4 index scans) of the same data, with the same where clause, now in
a single scan all 4 `CASE` expressions are evaluated in a single pass.
- Shared Buffer Cache Efficiency: PostgreSQL's shared buffer cache
stores recently accessed pages, with this, pages are loaded once and
re-used for all aggregation, earlier with separate queries we were
forced to re-read all from the disk each time
- Reduced planning and network overhead (4 vs 1 query)


### How is it tested

1. The specs all pass without making any changes
2. Verified the reports side by side after generating from report seeder

#### How to test

Generate seed data using the following command

```bash
ACCOUNT_ID=1 ENABLE_ACCOUNT_SEEDING=true bundle exec rake db:seed:reports_data
```

Once done download the reports, checkout to this branch and download the
reports again and compare them

* chore: Update translations (#12625)

* chore: Migrate mailers from the worker to jobs (#12331)

Previously, email replies were handled inside workers. There was no
execution logs. This meant if emails silently failed (as reported by a
customer), we had no way to trace where the issue happened, the only
assumption was “no error = mail sent.”

By moving email handling into jobs, we now have proper execution logs
for each attempt. This makes it easier to debug delivery issues and
would have better visibility when investigating customer reports.

Fixes
https://linear.app/chatwoot/issue/CW-5538/emails-are-not-sentdelivered-to-the-contact

---------

Co-authored-by: Sojan Jose <sojan@pepalo.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>

* chore(deps-dev): bump vite from 5.4.20 to 5.4.21 (#12700)

Bumps [vite](https://github.com/vitejs/vite/tree/HEAD/packages/vite)
from 5.4.20 to 5.4.21.
<details>
<summary>Release notes</summary>
<p><em>Sourced from <a
href="https://github.com/vitejs/vite/releases">vite's
releases</a>.</em></p>
<blockquote>
<h2>v5.4.21</h2>
<p>Please refer to <a
href="https://github.com/vitejs/vite/blob/v5.4.21/packages/vite/CHANGELOG.md">CHANGELOG.md</a>
for details.</p>
</blockquote>
</details>
<details>
<summary>Changelog</summary>
<p><em>Sourced from <a
href="https://github.com/vitejs/vite/blob/v5.4.21/packages/vite/CHANGELOG.md">vite's
changelog</a>.</em></p>
<blockquote>
<h2><!-- raw HTML omitted -->5.4.21 (2025-10-20)<!-- raw HTML omitted
--></h2>
<ul>
<li>fix(dev): trim trailing slash before <code>server.fs.deny</code>
check (<a
href="https://github.com/vitejs/vite/tree/HEAD/packages/vite/issues/20968">#20968</a>)
(<a
href="https://github.com/vitejs/vite/tree/HEAD/packages/vite/issues/20970">#20970</a>)
(<a
href="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>
<br />


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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>
2025-11-19 16:25:58 -03:00
Sojan Jose
e9edfcafbb Bump version to 4.8.0 2025-11-18 18:39:51 -08:00
Sivin Varghese
48ba273730
fix: Invalid image URL issue in Help Center articles (#12806) 2025-11-06 13:53:31 +05:30
dependabot[bot]
aea1585fa3
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>
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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
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</ul>
</details>
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2025-10-21 16:43:23 -07:00
gabrieljablonski
8d4a6b856a Merge branch main into chore/merge-upstream-4.7.0 2025-10-16 12:08:20 -03:00
Sojan Jose
40577e6a50 Bump version to 4.7.0 2025-10-15 22:05:13 -07:00
Sivin Varghese
0d721bc898
chore: UI improvement in auth screens (#12573)
# Pull Request Template

## Type of change

### Screenshots

**Before**
<img width="694" height="767" alt="image"
src="https://github.com/user-attachments/assets/4a92816a-c13e-4750-88fc-b05fd6d05db6"
/>

<img width="395" height="690" alt="image"
src="https://github.com/user-attachments/assets/eac0f15c-7c0f-4c20-942d-fbebdaec903e"
/>

<img width="506" height="753" alt="image"
src="https://github.com/user-attachments/assets/b14bbf5a-5e0a-4ca5-91e2-dcc93b22ac26"
/>


**After**
<img width="694" height="767" alt="image"
src="https://github.com/user-attachments/assets/6984c8af-0e98-4688-bda4-fc5ceb3227ca"
/>

<img width="411" height="682" alt="image"
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src="https://github.com/user-attachments/assets/2090d3ed-36ef-4684-8185-3a0e6b1b0c15"
/>



## 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
2025-10-03 15:31:58 +05:30
gabrieljablonski
18c672c204 Merge branch 'main' into chore/merge-upstream-4.6.0 2025-09-19 19:37:28 -03:00
Sojan Jose
26a7e1b626 Bump version to 4.6.0 2025-09-19 13:43:21 +05:30
dependabot[bot]
06fa541f19
chore(deps-dev): bump vite from 5.4.19 to 5.4.20 (#12407)
Bumps [vite](https://github.com/vitejs/vite/tree/HEAD/packages/vite)
from 5.4.19 to 5.4.20.
<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>v5.4.20</h2>
<p>Please refer to <a
href="ca88ed7398/packages/vite/CHANGELOG.md">CHANGELOG.md</a>
for details.</p>
</blockquote>
</details>
<details>
<summary>Changelog</summary>
<p><em>Sourced from <a
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changelog</a>.</em></p>
<blockquote>
<h2><!-- raw HTML omitted -->5.4.20 (2025-09-08)<!-- raw HTML omitted
--></h2>
<ul>
<li>fix: apply <code>fs.strict</code> check to HTML files (<a
href="https://github.com/vitejs/vite/tree/HEAD/packages/vite/issues/20736">#20736</a>)
(<a
href="482000f57f">482000f</a>),
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href="https://redirect.github.com/vitejs/vite/issues/20736">#20736</a></li>
</ul>
</blockquote>
</details>
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<summary>Commits</summary>
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<li><a
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release: v5.4.20</li>
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fix: apply <code>fs.strict</code> check to HTML files (<a
href="https://github.com/vitejs/vite/tree/HEAD/packages/vite/issues/20736">#20736</a>)</li>
<li>See full diff in <a
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2025-09-10 12:34:24 -07:00
Shivam Mishra
0e481a690c
fix: plain text with valid HTML not rendering [CW-5577] (#12369)
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-09-04 12:50:49 +05:30
Gabriel Jablonski
f0063c271a
Merge branch 'main' into chore/merge-upstream-4.5.2 2025-08-27 13:12:09 -03:00
Muhsin Keloth
b18341ea6e
feat: Add QR codes for WhatsApp, Messenger, and Telegram on inbox finish page (#12257)
Added QR code generation for multiple messaging platforms on the inbox
finish setup page. So users can scan QR codes to instantly test their
newly created channels.

**Supported Platforms**

  - **WhatsApp**: QR code for `https://wa.me/{phone_number}`
    - Supports both WhatsApp Cloud and Twilio WhatsApp inboxes
  - **Facebook Messenger**: QR code for `https://m.me/{page_id}`
    - All Facebook page inboxes
  - **Telegram**: QR code for `https://t.me/{bot_name}`
    - All Telegram bot inboxes

**How to test the changes**
You can test these changes by navigating to this URL
`{BASE_URL}/app/accounts/{account_id}/settings/inboxes/new/{inbox_id}/finish`
and simply replacing the inbox ID with one you've already created.

**Preview**

<img width="2432" height="1474" alt="CleanShot 2025-08-21 at 15 40
59@2x"
src="https://github.com/user-attachments/assets/4226133b-9793-48ca-bf79-903b7e003ef3"
/>

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
2025-08-27 11:53:03 +05:30
Muhsin Keloth
068538e3d6
feat: Setup posthog analytics (#12291)
- Replace June.so analytics with PostHog integration
- Maintain existing analytics API interface for seamless migration
- Remove all the June references

_June.so is shutting down their service, requiring migration to an
alternative analytics provider. PostHog was chosen as the replacement
due to its robust feature set and similar API structure._
2025-08-27 09:10:06 +05:30
Sivin Varghese
39dfa35229
feat: Add channel-specific file upload rules and size limits (#12237) 2025-08-26 22:23:39 +05:30
Sojan Jose
ae3ac33049 Bump version to 4.5.2 2025-08-20 21:44:30 +02:00
gabrieljablonski
f92b61681a Merge branch 'chatwoot/develop' into chore/merge-upstream-4.5.0 2025-08-20 12:08:17 -03:00
Sojan Jose
c6113852d7 Bump version to 4.5.1 2025-08-20 16:23:38 +02:00
gabrieljablonski
801033bd5f Merge branch 'main' into chore/merge-upstream-4.5.0 2025-08-20 11:20:31 -03:00
Sojan Jose
eac292b11b Bump version to 4.5.0 2025-08-18 18:39:28 +02:00
dependabot[bot]
b434279422
chore(deps): bump vue-i18n from 9.14.3 to 9.14.5 (#11960)
Bumps
[vue-i18n](https://github.com/intlify/vue-i18n/tree/HEAD/packages/vue-i18n)
from 9.14.3 to 9.14.5.
<details>
<summary>Release notes</summary>
<p><em>Sourced from <a
href="https://github.com/intlify/vue-i18n/releases">vue-i18n's
releases</a>.</em></p>
<blockquote>
<h2>v9.14.5</h2>
<!-- raw HTML omitted -->
<h2>What's Changed</h2>
<h3>🔒 Security Fixes</h3>
<ul>
<li>fix: DOM-based XSS via tag attributes for escape parameter by <a
href="https://github.com/kazupon"><code>@​kazupon</code></a> in <a
href="https://redirect.github.com/intlify/vue-i18n/pull/2230">intlify/vue-i18n#2230</a></li>
</ul>
<p><strong>Full Changelog</strong>: <a
href="https://github.com/intlify/vue-i18n/compare/v9.14.4...v9.14.5">https://github.com/intlify/vue-i18n/compare/v9.14.4...v9.14.5</a></p>
<h2>v9.14.4</h2>
<!-- raw HTML omitted -->
<h2>What's Changed</h2>
<h3>🐛 Bug Fixes</h3>
<ul>
<li>fix: cannot resolve the ast messages which has json path for v9 by
<a href="https://github.com/kazupon"><code>@​kazupon</code></a> in <a
href="https://redirect.github.com/intlify/vue-i18n/pull/2162">intlify/vue-i18n#2162</a></li>
</ul>
<p><strong>Full Changelog</strong>: <a
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2025-07-30 10:53:59 -07:00
Sivin Varghese
d9900e50a0
feat(cloud): Add support for viewing status of SSL in custom domains (#12011)
# Pull Request Template

## Description

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

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


## Type of change

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

## How Has This Been Tested?



## Checklist:

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

---------

Co-authored-by: Vishnu Narayanan <iamwishnu@gmail.com>
Co-authored-by: Pranav <pranavrajs@gmail.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
2025-07-30 10:52:47 -07:00
Sivin Varghese
df4de508e7
feat: New Scenarios page (#11975) 2025-07-30 19:34:27 +05:30
Muhsin Keloth
1230d1f251
chore: Added support for inbox variables (#11952) 2025-07-30 11:07:18 +04:00
gabrieljablonski
4f0b5cd595 Merge branch 'main' into chatwoot/develop 2025-07-16 09:37:08 -03:00
Sojan Jose
090316a078 Bump version to 4.4.0 2025-07-16 00:09:26 -07:00
Muhsin Keloth
a6cc3617c0
feat: Add the ability to mention team in private message (#11758)
This PR allows agents to mention entire teams in private messages using
`@team_name` syntax. When a team is mentioned, all team members with
inbox access are automatically notified. The scheme changes can be found
[here](https://github.com/chatwoot/prosemirror-schema/pull/34).

---------

Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
2025-07-02 19:57:59 +05:30
Sojan
89bcef4623 Bump version to 4.3.0 2025-06-17 17:28:31 -07:00
Sivin Varghese
53e2585275
feat: Show conversation count for filters/folders in header (#11698)
# Pull Request Template

## Description

Fixes
https://linear.app/chatwoot/issue/CW-4467/show-the-conversation-count-at-the-top-for-filters-and-folders

## Type of change

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

## How Has This Been Tested?

### Screenshots
<img width="637" alt="image"
src="https://github.com/user-attachments/assets/8c167130-f41a-45ce-a70e-bba99d74050f"
/>
<img width="637" alt="image"
src="https://github.com/user-attachments/assets/769bc488-e4d9-40fb-9760-62434761617b"
/>




## 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
2025-06-10 13:59:25 -04:00
gabrieljablonski
b990ca9570 Merge branch 'main' into chore/merge-upstream 2025-06-09 19:49:48 -03:00
Shivam Mishra
27bce50210
fix: Incorrect date parsing in matchesFilter (#11679)
The `matchesFilter` is a utility that checks the incoming payload
against a filter and returns `true` or `false`.
For the `greater_than` and `less_than` filter specifically, the date
parsing would fail when the timestamp was a 10 digit number.

This PR solves this by adding a `coerceToDate` method that tries to
parse the given value to a Date object as correctly as possible before
comparing.

Ref: https://github.com/chatwoot/utils/pull/53
2025-06-05 19:38:56 -05:00
gabrieljablonski
0317803b7c Merge branch 'main' into chore/merge-upstream 2025-05-30 11:03:07 -03:00