Commit Graph

82 Commits

Author SHA1 Message Date
gabrieljablonski
b3a51154d8 Merge branch main into chore/merge-upstream-4.8.0 2025-11-19 14:58:49 -03:00
Sojan Jose
bf806f0c28
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>
2025-11-17 14:03:08 -08:00
Lê Nam Khánh
fb1aa085cf
chore(docs): Fix typos in some files (#12817)
This PR fixes typos in the file file using codespell.
2025-11-07 07:57:37 -08:00
gabrieljablonski
8d4a6b856a Merge branch main into chore/merge-upstream-4.7.0 2025-10-16 12:08:20 -03:00
Gabriel Jablonski
4fc80ba4ee
feat(zapi): Z-API integration (#115)
* feat(zapi): connect flow and UI updates

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

* feat(zapi): reply

* feat: send message

* fix: qrcode job logic

* test: qr code job specs

* chore: concurrent index

* chore: whatsapp model minor

* test: message window service specs

* chore: service refactor

* test: zapi service

* chore: zapi beta

* chore: minor fixes

* test: incoming message specs

* chore: minor fixes

* feat: handle status transitions

* test: refactor spec

* test: refactor spec

* chore(z-api): use feature flag

* chore: fix migration name
2025-10-15 16:23:04 -03:00
Shivam Mishra
21366e1c3b
feat: allow quoted email thread in reply (#12545)
This PR adds the ability to include the thread history as a quoted text

## Preview


https://github.com/user-attachments/assets/c96a85e5-8ac8-4021-86ca-57509b4eea9f
2025-09-30 17:47:09 +05:30
gabrieljablonski
18c672c204 Merge branch 'main' into chore/merge-upstream-4.6.0 2025-09-19 19:37:28 -03:00
Vishnu Narayanan
9527ff6269
feat: Add support for labels in automations (#11658)
- Add support for using labels as an action event for automation
 - Fix duplicated conversation_updated event dispatch for labels
 

Fixes https://github.com/chatwoot/chatwoot/issues/8539 and multiple
issues around duplication related to label change events.
---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-09-18 14:17:54 +05:30
micahmills
b989ca6397
feat: Agent language settings (#11222)
# Pull Request Template

## Description

This Pull Request will provide a language selector in the Profile
Settings for each user, and allows them to change the UI language per
agent, defaulting back to the account locale.

Fixes # #678 This does PR addresses the Dashboard view but does not
change the language of the agents emails

## Type of change

Please delete options that are not relevant.
- [X ] New feature (non-breaking change which adds functionality)

## How Has This Been Tested?

1. Go to an Agents Profile settings page
2. Select a language from the Language drop down
3. the UI will update to the new i18n locale
4. navigate through the UI to make sure the appropriate language is
being used
5. Refresh the page to test that the locale persists


270

- [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
Checklist:.724.2708

---------

Co-authored-by: Sojan Jose <sojan@pepalo.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-09-09 14:27:36 +05:30
Sojan Jose
6bdd4f0670
feat(voice): Incoming voice calls [EE] (#12361)
This PR delivers the first slice of the voice channel: inbound call
handling. When a customer calls a configured voice
number, Chatwoot now creates a new conversation and shows a dedicated
call bubble in the UI. As the call progresses
(ringing, answered, completed), its status updates in real time in both
the conversation list and the call bubble, so
agents can instantly see what’s happening. This focuses on the inbound
flow and is part of breaking the larger voice
feature into smaller, functional, and testable units; further
enhancements will follow in subsequent PRs.

references: #11602 , #11481  

## Testing

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


## Screens

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

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

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



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

---------

Co-authored-by: Muhsin <muhsinkeramam@gmail.com>
2025-09-08 22:35:23 +05:30
Sivin Varghese
f801c1928d
chore: Default file limits for private notes and reset attachment on mode switch (#12310)
# Pull Request Template

## Description

This PR fixes the handling of attachments and file limits in reply
modes:

* Applies **default file size and type limits** for private notes
* **Resets attachments** automatically when switching reply modes


## 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/abad3e6a0383405ea5f31314c1494f2f?sid=38715fd0-e305-4a9b-8f4d-fc6a6e5c0833


## 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 Keloth <muhsinkeramam@gmail.com>
2025-08-27 11:56:07 +05:30
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
Sivin Varghese
39dfa35229
feat: Add channel-specific file upload rules and size limits (#12237) 2025-08-26 22:23:39 +05:30
gabrieljablonski
801033bd5f Merge branch 'main' into chore/merge-upstream-4.5.0 2025-08-20 11:20:31 -03:00
Clairton Rodrigo Heinzen
b711bfd2ca
feat: Add automation rule event conversation resolved (#9669)
# Description

add automation rule event conversation resolved

<img width="1552" alt="Captura de Tela 2024-06-22 às 21 25 39"
src="https://github.com/chatwoot/chatwoot/assets/471685/b3a64ebc-35c8-468c-a0e5-7974134a40f9">

---------

Co-authored-by: Sojan <sojan@pepalo.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-08-13 12:57:14 +05:30
Sivin Varghese
53fce7be03
fix: Conditionally fetch limits and assistants for enterprise/cloud (#12099)
# Pull Request Template

## Description

### Issue

The Community Edition (CE) dashboard was making API requests to
enterprise-only endpoints, causing 404 errors:

* `/enterprise/api/v1/accounts/1/limits`
* `/api/v1/accounts/1/captain/assistants?page=1`

### Solution

1. Added conditional checks to prevent these calls.
2. Remove unused component
`app/javascript/dashboard/components/app/UpgradeBanner.vue`

Fixes
[CW-4695](https://linear.app/chatwoot/issue/CW-4695/440-ce-dashboard-calls-enterprise-urls),
https://github.com/chatwoot/chatwoot/issues/12023

## 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

---------

Co-authored-by: Pranav <pranavrajs@gmail.com>
2025-08-04 15:06:58 -07:00
gabrieljablonski
4f0b5cd595 Merge branch 'main' into chatwoot/develop 2025-07-16 09:37:08 -03:00
Petterson
c553997af8
fix: Translate Priority and Messages types in Automations and Macros (#11741)
# Pull Request Template

## Description

With these fixes, I could improve some translations in portuguese, and
also I added some improvements to make some drowpdown values, that were
not translatable into translatable strings, into the Automations, Macros
and Custom Attributes page. I also fixed some typos.

Here are the main improvements.

- ~Fixed typo in portuguese into `Reports > Agents` page:~
~Before:

![image](https://github.com/user-attachments/assets/5a911108-76a6-4e54-82f1-1185c3e1981b)
After:

![image](https://github.com/user-attachments/assets/2a4fc5bf-3239-47b5-9113-ba66e0f44b9c)~

- Added the possibility to make the `Priority` and `Message types`
translatables in other languages, into Macros and Automations page. Also
added the same feature for Custom attributes page at `applies to` and
`type` fields:
Before:

![image](https://github.com/user-attachments/assets/d53b3e6d-be3e-4e02-9478-7d3121cc11cb)

![image](https://github.com/user-attachments/assets/28a7bffe-fe8b-43f6-8e30-9d62ab8adf14)

![image](https://github.com/user-attachments/assets/18a983c1-2db8-445d-a4cc-982beb88015a)

![image](https://github.com/user-attachments/assets/2be8b0f2-ed9e-4bac-aeb0-596533200da4)
After:

![image](https://github.com/user-attachments/assets/0fa904ae-7b48-4ce4-afb8-e0586c5624b7)

![image](https://github.com/user-attachments/assets/a524f119-9222-4e98-9cd7-2fca3303e8d5)

![image](https://github.com/user-attachments/assets/7062f277-e9c9-4473-980b-6ca2d6bdcefc)

![image](https://github.com/user-attachments/assets/0bb66f07-ee10-4833-b950-b9aa9441a312)

- ~Improve Bots page. In the Brazilian portuguese is very common and
widely used bots to refer to chatbots, using `robô` as a direct
translations sounds weird, `robô` is used more often when we are talking
about robots, not chatbots.
Before:

![image](https://github.com/user-attachments/assets/3966cc11-51f4-4e1a-bc81-ada2795408e8)
After:

![image](https://github.com/user-attachments/assets/c9ec0ad5-974e-40d9-9542-031db99839e2)~

- Added multiselect both `no options` and `Select` placeholder
translatable strings:
Before:

![image](https://github.com/user-attachments/assets/545641d4-87ae-4305-8adc-3b73bbaf2ab1)

![image](https://github.com/user-attachments/assets/8800c001-abe7-41bb-bd68-feb5db13b8f0)
After:

![image](https://github.com/user-attachments/assets/46748652-28f2-4ae3-9d20-55db1015aaae)

- Added `.pnpm-store` to `.gitignore`, when I'm using docker, the pnpm
always creates this folder into my root directory, so I imagine the same
could happens with others, so I fixed it.


## Type of change

Please delete options that are not relevant.

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

I've added some translations for my language (brazilian portuguese), so
i just switched the languages between the original in EN to PT_BR.

## 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
- [ ] 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: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-07-08 12:40:40 +05:30
Sojan Jose
b7f2c151bf
feat: Voice channel creation Flow (#11775)
This PR introduces a new channel type for voice conversations.

ref: #11481 

## Changes

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

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
2025-06-25 14:21:03 -07:00
Muhsin Keloth
4303007786
feat: Enhance Linear integration UX with multi-issue support and improved placement (#11668)
Fixes
https://linear.app/chatwoot/issue/CW-4150/support-for-multiple-issues-linking-in-linear

This PR significantly improves the Linear integration user experience by
relocating the Linear integration from the conversation header to the
contact panel and adding support for multiple issue linking per
conversation.

  ### Key Changes

- **Relocated Linear integration**: Moved from conversation header to
contact panel for better organization and accessibility
- **Multi-issue support**: Added ability to link/create multiple Linear
issues for a single conversation
- **Integration CTA**: Added a dedicated call-to-action section for
users who haven't connected their Linear account yet
  - **UI/UX improvements**: Enhanced design consistency and user flow




<details>
<summary>Screenshots</summary>

  #### Multiple Issues Support


![link-multiple-issues](https://github.com/user-attachments/assets/b56cfa7d-6f98-42db-b4bb-361ae59d0eae)

  #### Integration CTA


![link-multiple-issues](https://github.com/user-attachments/assets/a895fcbe-780a-47f8-9fa4-3a2af8b243e1)

---------

Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.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>
Co-authored-by: Pranav <pranavrajs@gmail.com>
2025-06-10 15:40:02 -04:00
gabrieljablonski
fab34768e2 Merge branch 'main' into chore/merge-upstream 2025-06-04 12:37:59 -03:00
Shivam Mishra
e9a132a923
feat: auto resolve label option and fixes (#11541)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-06-04 14:53:24 +05:30
gabrieljablonski
0317803b7c Merge branch 'main' into chore/merge-upstream 2025-05-30 11:03:07 -03:00
Pranav
aad6d655d5
fix: Update design to fix the crowded header (#11633)
**Before:**

<img width="907" alt="Screenshot 2025-05-29 at 3 21 00 PM"
src="https://github.com/user-attachments/assets/7738f684-7e9f-40ff-ac49-d9b389eca99b"
/>

**After:**
<img width="903" alt="Screenshot 2025-05-29 at 3 20 33 PM"
src="https://github.com/user-attachments/assets/1213d832-59d8-4d04-be96-f711297a887d"
/>
2025-05-29 18:45:28 -06:00
Shivam Mishra
a0cc27faaf
feat: show articles in the list only if feature is enabled (#11607)
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-05-29 14:19:35 +05:30
Sivin Varghese
2ee63656e2
feat: Prevent saving preferences and status when impersonating (#11164)
This PR will prevent saving user preferences and online status when impersonating. Previously, these settings could be updated during impersonation, causing the user to see a different view or UI settings.

Fixes https://linear.app/chatwoot/issue/CW-4163/impersonation-improvements
2025-05-20 17:34:30 -07:00
Gabriel Jablonski
ba14d51d23
Merge branch 'fazer-ai/main' into chore/merge-upstream 2025-05-18 11:43:18 -03:00
Shivam Mishra
b533980880
feat: Add support for minutes in auto resolve feature (#11269)
### Summary

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

###  Changes

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

###  Test plan

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

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-05-07 00:36:15 -07:00
Gabriel Jablonski
af4ca9d974
Merge branch 'fazer-ai/main' into chore/merge-upstream 2025-05-02 19:55:54 -03:00
Shivam Mishra
59bae616cf
feat: add UI for contact notes (#11358)
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-04-29 16:08:20 +05:30
gabrieljablonski
540f67aef6 Merge branch 'fazer-ai/main' into chore/merge-upstream 2025-04-25 16:57:00 -03:00
Muhsin Keloth
0a394e16ca
chore: Audit message characters across all channels (#11343)
- Audited message characters across all channels.
- Replaced `isAInstagramChannel` with `isAnInstagramChannel`
2025-04-21 14:46:51 +05:30
Sivin Varghese
72509f9e38
chore: Improve translation service with HTML and plain text support (#11305)
# Pull Request Template

## Description

This PR changes to translation to properly handle different content
types during translation.

### Changes

1. **Email translation with HTML support**
   - Properly detects and preserves HTML content from emails
   - Sets `mime_type` to 'text/html' when HTML content is present

2. **Email translation with plain text support**
   - Falls back to email text content when HTML is not available
- Sets `mime_type` to 'text/plain' when HTML is not available and
content type includes 'text/plain'

3. **Plain message with plain text support (Non email channels)**
   - Sets `mime_type` to 'text/plain' for non-email channels
- Fixes an issue where Markdown formatting was being lost due to
incorrect `mime_type`
   
**Note**: Translation for very long emails is not currently supported.

Fixes
https://linear.app/chatwoot/issue/CW-4244/translate-button-doesnt-work-in-email-channels

## Type of change

- [x] Bug fix (non-breaking change which fixes an issue)
- [x] New feature (non-breaking change which adds functionality)

## How Has This Been Tested?

**Loom video**

https://www.loom.com/share/8f8428ed2cfe415ea5cb6c547c070f00?sid=eab9fa11-05f8-4838-9181-334bee1023c4


## 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
2025-04-16 17:59:06 +05:30
Shivam Mishra
1140ca7a78
fix: stale report value shown if summary fetch breaks (#11270)
This pull request includes several changes to better show the report
metrics fetching status on the dashboard. This also prevents showing
stale data in case fetching summary fails due to timeout or other issue

The most important changes include adding a new fetching status state to
the store called `summaryFetchingStatus`, updating the
`useReportMetrics` composable, and modifying the `ChartStats` component
to handle different fetching statuses.

#### Loading
![CleanShot 2025-04-09 at 13 49
35@2x](https://github.com/user-attachments/assets/575c9905-0bf7-4a6e-8709-026896dd95f8)

#### Finished
![CleanShot 2025-04-09 at 13 49
43@2x](https://github.com/user-attachments/assets/ef7f8cb3-ca34-4627-a954-ba23f156d2ff)

#### Failed
<img width="1512" alt="image"
src="https://github.com/user-attachments/assets/d521a785-9299-4e59-94dc-561a7a84377e"
/>

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-04-15 20:18:06 +05:30
Pranav
50344a282b
fix: Return new Array instead of freezed object (#11283)
Users who have not changed the order of the sidebar items were not able
to change it as the object returned was created using Object.freeze

To reproduce: 

- Create a new user account, open a conversation, try changing the order
of the sidebar items.
2025-04-11 13:02:16 +05:30
Gabriel Jablonski
65430e4633
Merge branch 'fazer-ai/main' into chore/merge-upstream 2025-04-09 19:22:12 -03:00
Muhsin Keloth
d827e66453
feat: Instagram Inbox using Instagram Business Login (#11054)
This PR introduces basic minimum version of **Instagram Business
Login**, making Instagram inbox setup more straightforward by removing
the Facebook Page dependency. This update enhances user experience and
aligns with Meta’s recommended best practices.

Fixes
https://linear.app/chatwoot/issue/CW-3728/instagram-login-how-to-implement-the-changes


## Why Introduce Instagram as a Separate Inbox?


Currently, our Instagram integration requires linking an Instagram
account to a Facebook Page, making setup complex. To simplify this
process, Instagram now offers **Instagram Business Login**, which allows
users to authenticate directly with their Instagram credentials.

The **Instagram API with Instagram Login** enables businesses and
creators to send and receive messages without needing a Facebook Page
connection. While an Instagram Business or Creator account is still
required, this approach provides a more straightforward integration
process.

| **Existing Approach (Facebook Login for Business)** | **New Approach
(Instagram Business Login)** |
| --- | --- |
| Requires linking Instagram to a Facebook Page | No Facebook Page
required |
| Users log in via Facebook credentials | Users log in via Instagram
credentials |
| Configuration is more complex | Simpler setup |

Meta recommends using **Instagram Business Login** as the preferred
authentication method due to its easier configuration and improved
developer experience.

---

## Implementation Plan

The core messaging functionality is already in place, but the transition
to **Instagram Business Login** requires adjustments.

### Changes & Considerations

- **API Adjustments**: The Instagram API uses `graph.instagram`, whereas
Koala (our existing library) interacts with `graph.facebook`. We may
need to modify API calls accordingly.
- **Three Main Modules**:
  1. **Instagram Business Login** – Handle authentication flow.
2. **Permissions & Features** – Ensure necessary API scopes are granted.
  3. **Webhooks** – Enable real-time message retrieval.

![CleanShot 2025-03-10 at 21 32
28@2x](https://github.com/user-attachments/assets/1b019001-8d16-4e59-aca2-ced81e98f538)


---

## Instagram Login Flow

1. User clicks **"Create Inbox"** for Instagram.
2. App redirects to the [Instagram Authorization
URL](https://developers.facebook.com/docs/instagram-platform/instagram-api-with-instagram-login/business-login#embed-the-business-login-url).
3. After authentication, Instagram returns an authorization code.
5. The app exchanges the code for a **long-lived token** (valid for 60
days).
6. Tokens are refreshed periodically to maintain access.
7. Once completed, the app creates an inbox and redirects to the
Chatwoot dashboard.

---

## How to Test the Instagram Inbox

1. Create a new app on [Meta's Developer
Portal](https://developers.facebook.com/apps/).
2. Select **Business** as the app type and configure it.
3. Add the Instagram product and connect a business account.
4. Copy Instagram app ID and Instagram app secret
5. Add the Instagram app ID and Instagram app secret to your app config
via `{Chatwoot installation
url}/super_admin/app_config?config=instagram`
6. Configure Webhooks:
   - Callback URL: `{your_chatwoot_url}/webhooks/instagram`
   - Verify Token: `INSTAGRAM_VERIFY_TOKEN`
- Subscribe to `messages`, `messaging_seen`, and `message_reactions`
events.
7. Set up **Instagram Business Login**:
   - Redirect URL: `{your_chatwoot_url}/instagram/callback`
8. Test inbox creation via the Chatwoot dashboard.


## Troubleshooting & Common Errors

### Insufficient Developer Role Error

- Ensure the Instagram user is added as a developer:
- **Meta Dashboard → App Roles → Roles → Add People → Enter Instagram
ID**

### API Access Deactivated

- Ensure the **Privacy Policy URL** is valid and correctly set.

### Invalid request: Request parameters are invalid: Invalid
redirect_uri

- Please configure the Frontend URL. The Frontend URL does not match the
authorization URL.
---


## To-Do List

- [x] Basic integration setup completed.  
- [x] Enable sending messages via [Messaging
API](https://developers.facebook.com/docs/instagram-platform/instagram-api-with-instagram-login/messaging-api).
- [x] Implement automatic webhook subscriptions on inbox creation.  
- [x] Handle **canceled authorization errors**.  
- [x] Handle all the errors
https://developers.facebook.com/docs/instagram-platform/instagram-graph-api/reference/error-codes
- [x] Dynamically fetch **account IDs** instead of hardcoding them.  
- [x] Prevent duplicate Instagram channel creation for the same account.
- [x] Use **Global Config** instead of environment variables.  
- [x] Explore **Human Agent feature** for message handling.  
- [x] Write and refine **test cases** for all scenarios.  
- [x] Implement **token refresh mechanism** (tokens expire after 60
days).
Fixes https://github.com/chatwoot/chatwoot/issues/10440

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2025-04-08 10:47:41 +05:30
Cayo P. R. Oliveira
7ee0ec2fdb fix: handle extended text message type of incoming message upsert (#9)
* feat: support extended text messages in WhatsApp incoming message service

* fix: correct isEditorHotKeyEnabled's spec

* ci: add baileys-api service to docker-compose configuration

* feat!: update validate_provider_config? endpoint

* feat: add Resend email delivery method and configuration (#11)

* feat: add Resend email delivery method and configuration

* chore: simplify ResendProvider initialization by removing settings parameter

* test: update ResendProvider initialization in tests by removing unnecessary settings parameter

* chore: improvements

* chore: add support for external frontend URL in environment configuration

* chore: ensure trailing slash

* ci: updated docker compose

* feat: update Resend email delivery method to use headers for sender and recipient

* feat: update email templates to use user's name instead of email

* fix: simplify extended text message structure in Baileys service spec

---------

Co-authored-by: gabrieljablonski <contact@gabrieljablonski.com>
Co-authored-by: Gabriel Jablonski <gabriel@fazer.ai>
2025-04-03 23:28:38 -03:00
gabrieljablonski
dd8ba35856 chore: change enter to default send 2025-04-03 23:28:38 -03:00
Cayo P. R. Oliveira
acd1e56a28 feat: baileys provider for whatsapp (#7)
* feat: baileys provider and placeholder for link device modal

* chore: drop qrcode.vue in favor of just img tag

* chore: update modal props

* feat: setup channel provider connection

* chore: update .env.example with Baileys API default configuration

* feat: add support for Baileys provider in WhatsApp events processing

* chore: rename Baileys API default host variable to DEFAULT_BAILEYS_URL

* feat: add setup and disconnect methods for Baileys channel provider in inboxes controller that will be implemented

* feat: add CHANNEL_CONNECTION_UPDATE event and include it in broadcast data preparation

* refactor: simplify channel retrieval logic in WhatsappEventsJob

* refactor: revert CHANNEL_UPDATE_EVENTS constant from ActionCableBroadcastJob

* feat: add 'baileys' as a provider option in Whatsapp channel model

* feat: add provider_connection field to Whatsapp channel model and migration

* refactor: remove unnecessary  CHANNEL_CONNECTION_UPDATE event type

* feat: implement channel provider connection with baileys API

* feat: add inbox association to Whatsapp channel model and update webhook URL handling

* feat: enhance Baileys service to handle webhook multiple event types

* refactor: simplify webhook verification logic in Baileys service

* feat: add setup channel provider call, and refactor some logic

* chore: adapt logic to new API

* refactor: fix typo

* refactor: fix import

* refactor: fix typo

* chore: add fixme comment about race condition

* fix: remove double disconnect call

* feat: implement message processing for incoming WhatsApp messages

* refactor: streamline message type determination and improve readability

* chore: increase cache key granularity

provider connection info might be updated multiple times within 1 second, so updates might be lost due to cache key not being updated. changing cache key to milliseconds solves this

* feat: add `is-loading` to buttons

* feat: update send_message method to use 'to' parameter and improve error handling

* refactor: simplify test setup and update API key in specs

* chore: add setup and disconnect channel provider specs

* test: fix spec after increase cache key granularity

* feat: handle reconnecting state on modal

* style: centered error text

* feat: advanced options on create inbox

* feat: handle new reconnecting on backend

* refactor: update inbox controller specs and leave a FIXME note

* test: add specs for Whatsapp::IncomingMessageBaileysService

* feat: add baileys configuration page

* feat: link device button when disconnected on conversation

* chore: refactor .env.example

* feat: add TODO for unimplemented methods in IncomingMessageBaileysService

* fix: correct method name and update environment variable references in WhatsappBaileysService

* refactor: simplify channel lookup by removing redundant method and handling phone number check directly

* chore: add TODO for unimplemented event processing methods in IncomingMessageBaileysService

* fix: update environment variable references in WhatsappBaileysService tests

* chore(webhook): add pt-BR translations

* chore: add pt-br translations

* chore: inboxname component margin

* refactor: inboxname computed prop

* feat: enhance WhatsApp provider connection handling and message processing

* test: inbox controller

* chore: improve baileys connection and messages handling

* test: incoming message service baileys

* refactor: update provider config validation and improve test setup for WhatsApp Baileys service

* fix: ensure only text messages are sent and update message source ID

* fix: create message

* fix: only update message on success

* test: fix broken specs

* chore: raise error on unsupported message content type

* feat: hide provider connection data from non-admins

* fix: update advanced options

* chore: move class definition

* fix: issue with send_message not returning id

---------

Co-authored-by: gabrieljablonski <contact@gabrieljablonski.com>
2025-04-03 23:28:38 -03:00
Pranav
b34c526c51
feat(apps): Shopify Integration (#11101)
This PR adds native integration with Shopify. No more dashboard apps.
The support agents can view the orders, their status and the link to the
order page on the conversation sidebar.

This PR does the following: 
- Create an integration with Shopify (a new app is added in the
integrations tab)
- Option to configure it in SuperAdmin
- OAuth endpoint and the callbacks.
- Frontend component to render the orders. (We might need to cache it in
the future)
---------

Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-03-19 15:37:55 -07:00
Sivin Varghese
bbfcdb3d42
chore: Improvements in image attachment viewer (#11040)
This PR includes improvements in image attachment/gallery viewer:

1. Added double-click zoom functionality (depreciated click to zoom)
2. Implemented scroll zoom based on cursor position
3. Increase the zoom scale
4. Improved layout and styling for better usability

Fixes
https://linear.app/chatwoot/issue/CW-4127/zoom-images-from-a-specific-location


## How Has This Been Tested?

Loom video

https://www.loom.com/share/b21e00db3bc74231a90202eb6eb2fb5a?sid=a0651bf1-0952-430b-a5a9-83bf0858e059

---------

Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2025-03-18 14:01:18 +05:30
Sivin Varghese
a8001ccabc
fix: Translate "None" option in automation select (#11076)
# Pull Request Template

## Description

This PR includes a translation update for the "None" option in the
automation select for both agents and teams

## 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
- [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
2025-03-13 16:44:46 -07:00
Sivin Varghese
d96ac59cca
fix: Translate "None" option in agent assignment dropdown (#11060)
# Pull Request Template

## Description

This PR includes a translation update for the "None" option in the agent
assignment multi-select dropdown.

Fixes
https://linear.app/chatwoot/issue/CW-4140/none-option-in-assign-agent-multi-select-is-not-translated

## Type of change

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

## How Has This Been Tested?

**Test cases**
1. Check in conversation sidebar
2. Check in command bar
3. Check in participation dropdown


## 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
2025-03-11 14:49:27 -07:00
Sivin Varghese
2556de1f38
feat: Support bigger font size in dashboard (#10974)
# Pull Request Template

## Description

Fixes
https://linear.app/chatwoot/issue/CW-4091/accessibility-improvement-support-bigger-font-size-for-the-dashboard

## Type of change

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

## How Has This Been Tested?

### **Loom video**

https://www.loom.com/share/1ab781859fa748a5ad54aacbacd127b4?sid=a7dd9164-a6de-462f-bff7-1b25e9c55b4f

## 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
2025-02-27 12:10:33 +05:30
Shivam Mishra
161024db9d
feat: Add visibility checks for installation types (#10773)
This pull request includes multiple changes to the sidebar and route
metas to configure visibility of features on the dashboard.

Here's a summary of the changes

1. Added `installationTypes`, field to routes `meta`, this works along
side `permissions` and `featureFlags`
This allows us to decide weather a particular feature is accessible on a
particular type. For instance, the Billing pages should only be
available on Cloud
2. Updated `usePolicy` and `policy.vue` to use the new
`installationTypes` config
3. Updated Sidebar related components to remove `showOnlyOnCloud` to use
the new policy updates.

Testing the PR

Here's the matrix of cases:
https://docs.google.com/spreadsheets/d/15AAJntJZoyudaby77BOnRcC4435FGuT7PXbUXoTyU50/edit?usp=sharing

---------

Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
Co-authored-by: Pranav <pranavrajs@gmail.com>
2025-02-21 14:48:31 -08:00
Pranav
0a2fd7b1f4
feat: Allow users to see heatmap for last 30 days (#10848)
<img width="989" alt="Screenshot 2025-02-05 at 6 34 12 PM"
src="https://github.com/user-attachments/assets/ae811842-23f7-4bbc-8a42-7cbe4849d287"
/>

View heatmaps for last 30 days based on the filter.
2025-02-19 14:54:15 -08:00
Shivam Mishra
ef7bf66476
feat: Add frontend changes for Captain limits (#10749)
This PR introduces several improvements to the Captain AI dashboard
section:

- New billing page, with new colors, layout and meters for Captain usage
- Updated the base paywall component to use new colors
- Updated PageLayout.vue, it's more generic and can be used for other
pages as well
   - Use flags to toggle empty state and loading state
- Add prop for `featureFlag` to show the paywall slot based on feature
enabled on account
- Update `useAccount` to add a `isCloudFeatureEnabled`
- **Removed feature flag checks from captain route definitions**, so the
captain entry will always be visible on the sidebar
- Add banner to Captain pages for the following cases
   - Responses usage is over 80%
   - Documents limit is fully exhausted


### Screenshots

<details><summary>Free plan</summary>
<p>

![CleanShot 2025-01-22 at 18 37
11@2x](https://github.com/user-attachments/assets/17d3ddba-9095-4e81-9b6f-45b5f69e6a3f)
![CleanShot 2025-01-22 at 18 37
04@2x](https://github.com/user-attachments/assets/df9bb0a6-085f-45da-97d4-74cbcc33fc7e)


</p>
</details> 

<details><summary>Paid plan</summary>
<p>

![CleanShot 2025-01-22 at 18 36
45@2x](https://github.com/user-attachments/assets/a7ccf9d4-143b-49e4-8149-83c7a7985023)

![CleanShot 2025-01-22 at 20 23
57@2x](https://github.com/user-attachments/assets/c6ce35ba-e537-486d-85c8-4cc2d4e76438)


</p>
</details>

---------

Co-authored-by: Sojan Jose <sojan@pepalo.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-01-24 09:21:09 -08:00
Shivam Mishra
1ccfb4e3db
fix: sentry issues (#10695)
1. Ensure audio player ref is accessible before triggering calls
([Sentry](https://chatwoot-p3.sentry.io/issues/6221981610))
2. Use correct default for attachments, this was incorrectly set to
`null` in a previous PR
([Sentry](https://chatwoot-p3.sentry.io/issues/5966738120))
3. Fix `lastNonActivityMessage` is not present
([Sentry](https://chatwoot-p3.sentry.io/issues/6116038455))
4. Fix `Alt+J` & `Alt+K` shortcuts not working
([Sentry](https://chatwoot-p3.sentry.io/issues/6075125384))

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-01-16 15:49:48 +05:30
Shivam Mishra
eef70b9bd7
feat: integrate new bubbles (#10550)
To test this, set the `useNextBubble` value to `true` in the
localstorage. Here's a quick command to run in the console

```js
localStorage.setItem('useNextBubble', true)
```

```js
localStorage.setItem('useNextBubble', false)
```

---------

Co-authored-by: Pranav <pranavrajs@gmail.com>
2024-12-19 18:41:55 +05:30