Commit Graph

823 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
Gabriel Jablonski
7f0748460e
feat: dashboard apps on sidebar (#146)
* feat: dashboard apps on sidebar

* fix: handle dashboard app not found

* chore: minor refactoring
2025-11-19 14:44:18 -03:00
Sojan Jose
5f2b2f4221
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>
2025-11-18 18:20:58 -08:00
Sojan Jose
77f492590e
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>
2025-11-17 21:55:12 -08:00
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
Vinay Keerthi
93374f4327
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
2025-11-17 16:09:36 +05:30
Tanmay Deep Sharma
c9823d9409
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>
2025-11-17 10:08:25 +05:30
Gabriel Jablonski
c041090675
feat(baileys): upgrade to v7 (#143)
* feat(baileys): upgrade to v7 (#139)

* feat(baileys): v7

* chore(zapi): match baileys changes

* test: fix send on whatsapp spec

* chore: simplify logic and minor fixes

* fix: ensure contact avatar updates when profile picture changes

* chore: add beta release workflow

* feat: enhance contact update logic to handle conflicts in inbox updates (#140)

* feat: update GitHub Actions workflow to trigger on release events and adjust GIT_REF handling

* fix: prevent unique constraint error when LID contact inbox already exists (#141)

* fix: prevent unique constraint error when LID contact inbox already exists

* feat(baileys): handle ephemeral messages
2025-11-13 20:42:08 -03:00
Gabriel Jablonski
bdcb1934c0
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
2025-11-13 13:28:15 +05:30
Shivam Mishra
4f09c2203c
feat: allow querying reporting events via the API (#12832) 2025-11-13 12:46:55 +05:30
Shivam Mishra
ec6c3b3571
feat: allow bots to handle campaigns when sender_id is nil (#12805) 2025-11-06 14:00:47 +05:30
Vinay Keerthi
d9b840f161
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>
2025-11-03 17:37:51 -08:00
Gabriel Jablonski
c234023a4a
feat(zapi): handle contact messages and ignore notifications (#124)
* chore: skip notification messages

* feat: contact card messages

* fix: notification message handling

* chore: reduce code duplication

* fix: improve contact name handling in attachment

* chore(zapi): promo banner with affiliate link (#126)

* chore(zapi): promo banner with affiliate link

* chore: remove useless comment

* chore(zapi): add note about hardcoded affiliate link

* feat: provider.event_received for raw provider events (#127)

* chore(zapi): promo banner with affiliate link

* chore: remove useless comment

* feat: provider.event_received for raw provider events

* feat: add provider_event_received handling in webhook listener

* feat(baileys): use senderLid as contact identifier (#128)

* chore(zapi): promo banner with affiliate link

* chore: remove useless comment

* feat: provider.event_received for raw provider events

* feat(baileys): use senderLid as contact identifier

* fix: simplify webhook_data method by removing unnecessary fields
2025-10-26 10:48:06 -03:00
Gabriel Jablonski
f12b77c550
fix(instagram): include identifier in contact attributes for contact inbox creation (#125) 2025-10-25 23:14:50 -03:00
Pranav
254d5dcf9a
chore: Migrate mailers from the worker to jobs (#12331)
Previously, email replies were handled inside workers. There was no
execution logs. This meant if emails silently failed (as reported by a
customer), we had no way to trace where the issue happened, the only
assumption was “no error = mail sent.”

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

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

---------

Co-authored-by: Sojan Jose <sojan@pepalo.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2025-10-21 16:36:37 -07:00
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
Gabriel Jablonski
9cd3edb497
fix: revert Twilio message creation using create! instead of create (#118) 2025-10-14 14:43:05 -03:00
Sojan Jose
38f16ba677
feat: Secure external credentials with database encryption (#12648)
## Changelog

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

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

## Testing Instructions

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

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-10-13 18:05:12 +05:30
Gabriel Jablonski
96d1003548
feat: add presence validation for account name (#117) 2025-10-10 10:30:48 -03:00
Vishnu Narayanan
7c5bb343c6
fix: Optimize message reindexing to reduce sidekiq job creation (#12618)
Changes searchkick callback behavior to check `should_index?` before
creating reindex jobs, preventing unnecessary job creation for messages
that don't need indexing (activity messages, unpaid accounts, etc.).

Previously, `callbacks: :async` created reindex jobs for all messages
(~5,100/min or 7.3M/day in production), which were then filtered by
`should_index?` inside the job worker - resulting in 98% wasted jobs,
Redis memory pressure, and avoidable p0 alerts.

Now, `should_index?` is checked before job creation via `after_commit`
callback, reducing job creation to actual incoming/outgoing messages
from paid accounts.

  Changes:
  - Disable automatic searchkick callbacks
  - Add manual `after_commit` callback with `should_index?` condition
  - Add specs to verify callback behavior

  Expected impact:
  - 98% reduction in sidekiq job creation (~7.3M → ~150K jobs/day)
  - Reduced redis memory usage
  - Same async indexing behavior for eligible messages
2025-10-09 16:04:50 +05:30
Vinay Keerthi
170ea7691f
feat: Add company model and API with tests (#12548)
# Pull Request Template

## Description

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

Fixes #(cw-5650)

## Type of change

Please delete options that are not relevant.

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

## How Has This Been Tested?

Tests are implemented using `RSpec`

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

## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [x] I have added tests that prove my fix is effective or that my
feature works
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
2025-10-08 07:53:43 -07:00
Sivin Varghese
606adffeeb
fix: I18n::MissingInterpolationArgument for assignee activity messages (#12617)
# Pull Request Template

## Description

This PR fixes the following error:
`I18n::MissingInterpolationArgument: missing interpolation argument
:assignee_name in "Asignado a %{assignee_name} por %{user_name}"
({user_name: "Marketing Telpronet"} given)
(I18n::MissingInterpolationArgument)`

**Issue**

In the Spanish locale, an `I18n::MissingInterpolationArgument` error
occurred during bulk assignee operations.
This happened because `assignee&.name` was returning `nil`, and the
`.compact` method removed the `assignee_name` key entirely from the
params.

<img width="1744" height="164" alt="image"
src="https://github.com/user-attachments/assets/3c15ed77-48c0-4938-a7fd-356bdb07da39"
/>


**Solution**

* Always include the `assignee_name` key with an empty string (`''`)
when its value is `nil`.
* Removed the `.compact` method call to ensure the interpolation key is
always present.


Fixes
https://linear.app/chatwoot/issue/CW-5747/i18nmissinginterpolationargument-missing-interpolation-argument

## 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: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-10-08 18:39:51 +05:30
Sivin Varghese
0974aea300
chore: Increase custom filter limit from 50 to 1000 per user (#12603)
# Pull Request Template

## Description

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

## Type of change

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

## How Has This Been Tested?

### Screenshot

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



## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
2025-10-06 10:41:26 -07:00
Pranav
47bdb6d2bb
feat: Clean up email configuration for from and reply to emails (#12453)
We first added conversation continuity for the live chat widget, and
then carried the same logic over to email channels.

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

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

---

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

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

---------

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


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

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

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

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

Co-authored-by: Vishnu Narayanan <iamwishnu@gmail.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-09-24 14:11:15 +05:30
gabrieljablonski
18c672c204 Merge branch 'main' into chore/merge-upstream-4.6.0 2025-09-19 19:37:28 -03:00
Tanmay Deep Sharma
239c4dcb91
feat: MFA (#12290)
## Linear:
- https://github.com/chatwoot/chatwoot/issues/486

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

## Type of change

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

## How Has This Been Tested?

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

## Checklist:

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

---------

Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-09-18 20:19:24 +05:30
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
Pranav
de4430ea5d
feat: Introduce allowed_domains for web widget (#12450)
We wanted to provide an option for users to specify the domains on which
they can show the website. The rest of the sites shouldn't see the
widget at all.

It's not possible generally through Origin because you can't get Origin
when loading via an iframe. What I've done is add frame ancestors for
the domains specified in allowed domains. I hope this solves most of the
problems.

This is added in a way that it won't affect existing widgets. Only If
they have configured allowed domains, it will start blocking. Otherwise,
it would follow the previous behavior without any changes.

This change supports called wild card domains as well. You can add a
comma‑separated list of domains, either wild card or regular domains.


---

To test, deploy to staging. Call the following API to update the
allowed_domains list.

```
URL: PATCH /api/v1/accounts/<account-id>/inboxes/<inbox-id>

Payload:
{
   "channel": { "allowed_domains": "*.chatwoot.dev,chatwoot.com" }
}

```



Fixes https://github.com/chatwoot/chatwoot/issues/1985
2025-09-17 10:01:27 +05:30
Sojan Jose
de5fb7a405
chore: remove unused telegram bot model (#12417)
## Summary
- remove unused TelegramBot model and its association
- drop obsolete telegram_bots table
2025-09-11 22:25:26 +05:30
Shivam Mishra
79b93bed77
feat: SAML authentication controllers [CW-2958] (#12319) 2025-09-10 20:02:27 +05:30
Muhsin Keloth
7554156abe
chore: Account switching issue in newly added accounts (#12403)
The system determines a user’s active account by checking the
`active_at` field in the `account_users` table and selecting the most
recently active account:

```ruby
def active_account_user
  account_users.order(active_at: :desc)&.first
end
```

This works fine when all accounts have a valid active_at timestamp.

**Problem**

When a user is added to a new account, the `active_at` value is NULL
(because the account has never been explicitly activated). Ordering by
active_at DESC produces inconsistent results across databases, since
handling of NULL values differs (sometimes treated as high, sometimes
low).

As a result:

- Mobile apps (critical impact): `/profile` returns the wrong account.
The UI keeps showing the old account even after switching, and
restarting does not fix it.
- Web app (accidentally works): Appears correct because the active
account is inferred from the browser URL, but the backend API is still
wrong.

**Root Cause**

- The ordering logic did not account for NULL `active_at`.
- New accounts without active_at sometimes get incorrectly prioritized
as the “active” account.

**Solution**

Explicitly ensure that accounts with NULL active_at are sorted after
accounts with real timestamps by using NULLS LAST:

```ruby
def active_account_user
  account_users.order(Arel.sql('active_at DESC NULLS LAST, id DESC'))&.first
end
```

- Accounts with actual `active_at` values will always be prioritized.
- New accounts (with NULL active_at) will be placed at the bottom until
the user explicitly activates them.
- Adding id DESC as a secondary ordering ensures consistent tie-breaking
when multiple accounts have the same `active_at`.
2025-09-10 14:12:22 +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
Gabriel Jablonski
3dac94e058
fix(article): enforce maximum length for content validation (#109)
* fix(article): enforce maximum length for content validation

* fix(article): update content length validation to allow up to 65535 characters
2025-09-04 21:45:29 -03:00
Gabriel Jablonski
eaf2f99520
feat: whatsapp cloud service typing status and read messages (#106) 2025-09-02 15:20:13 -03:00
Pranav
0c2ab7f5e7
feat(ee): Setup advanced, performant message search (#12193)
We now support searching within the actual message content, email
subject lines, and audio transcriptions. This enables a faster, more
accurate search experience going forward. Unlike the standard message
search, which is limited to the last 3 months, this search has no time
restrictions.

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


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


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



---

Rake tasks to reindex all the messages. 

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

Rake task to reindex messages from one account only
```sh
bundle exec rake search:account ACCOUNT_ID=1
```
2025-08-28 10:10:28 +05:30
Gabriel Jablonski
f0063c271a
Merge branch 'main' into chore/merge-upstream-4.5.2 2025-08-27 13:12:09 -03:00
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
Gabriel Jablonski
16f5c2c62d
fix: update notification setting to clear selected email flags (#100)
* fix: update notification setting to clear selected email flags

* test: fix spec
2025-08-25 18:11:29 -03:00
Muhsin Keloth
7d6a43fc72
feat: Added the backend support for twilio content templates (#12272)
Added comprehensive Twilio WhatsApp content template support (Phase 1)
enabling text, media, and quick reply templates with proper parameter
conversion, sync capabilities.

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

---------

Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-08-24 10:05:15 +05:30
Sivin Varghese
655db56be9
chore: Increase Category index per-page limit to 1000 (#12282)
# Pull Request Template

## Description

This PR increases the per-page limit for the Category index endpoint
from 25 to 1000.

Fixes
[CW-5486](https://linear.app/chatwoot/issue/CW-5486/you-cannot-work-with-more-than-25-help-center-categories)
https://github.com/chatwoot/chatwoot/issues/12274

## Type of change

## How Has This Been Tested?

### Loom video

https://www.loom.com/share/431fb48491a44578851621fc4607c4dd?sid=81198d89-e8c0-4fb9-b93f-8b4dbf524a46


## 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
2025-08-22 12:41:38 -07:00
Muhsin Keloth
35d0a7f1a7
feat: Add liquid template support for WhatsApp template parameters (#12227)
Extends liquid template processing to WhatsApp `template_params`,
allowing dynamic variable substitution in template parameter values.

Users can now use liquid variables in WhatsApp template parameters:

```
{
  "template_params": {
    "name": "greet",
    "category": "MARKETING",
    "language": "en",
    "processed_params": {
      "body": {
        "customer_name": "{{contact.name}}",
        "customer_email": "{{contact.email | default: 'no-email@example.com'}}"
      }
    }
  }
}

```

When the message is saved, {{contact.name}} gets replaced with the
actual contact name.

Supported Variables

- {{contact.name}}, {{contact.email}}, {{contact.phone_number}}
- {{agent.name}}, {{agent.first_name}}
- {{account.name}}, {{inbox.name}}
- {{conversation.display_id}}
- Custom attributes: {{contact.custom_attribute.key_name}}
- Liquid filters: {{ contact.email | default: "fallback@example.com" }}
2025-08-21 16:44:51 +05:30
Sojan Jose
3038e672f8
chore(annotations): sync model annotations with current schema (#12245)
- Update Schema Information headers for AssignmentPolicy, Campaign,
Notification
- Reflect schema change for Campaign.template_params (not null with
default)
- Keep annotations consistent to avoid drift
2025-08-20 20:23:42 +02:00
gabrieljablonski
1debfab5ec fix: double callback destroy 2025-08-20 12:34:46 -03:00
gabrieljablonski
801033bd5f Merge branch 'main' into chore/merge-upstream-4.5.0 2025-08-20 11:20:31 -03:00
Tanmay Deep Sharma
341487b93e
feat: Add assignment policies controllers with jbuilder views (#12199)
## Linear reference:
https://linear.app/chatwoot/issue/CW-4649/re-imagine-assignments

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

Fixes # (issue)

## Type of change

Please delete options that are not relevant.

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

## How Has This Been Tested?

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

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

- testing the flows after enterprise folder deletion

## Checklist:

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

---------

Co-authored-by: Pranav <pranavrajs@gmail.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
2025-08-18 19:15:21 -07:00
Gabriel Jablonski
99255c199f
feat: on whatsapp baileys check (#95)
* feat: on whatsapp baileys check

* chore: refactoring

* chore: refactoring
2025-08-18 12:41:06 -03:00
Cayo P. R. Oliveira
c6f9e814c2
feat: add customizable signature position and separator options (#78)
* feat: add customizable signature position and separator options

* fix: correct default value note for signatureSeparator and ensure reactivity

* fix: correct watcher boolean conversion and add immediate ui_settings updates

- Fix watchers to convert string props to boolean values for reactive refs
- Add immediate event handlers for switch changes to update ui_settings in real-time
- Ensure proper synchronization between switch states and user.ui_settings

Co-Authored-By: cayo@fazer.ai <cayoproliveira@gmail.com>

* fix: split signature content and ui_settings updates to resolve persistence bug

- Use updateUISettings store action for signature_position and signature_separator
- Keep updateProfile for message_signature content only
- Fixes FormData serialization issue that corrupted nested ui_settings object
- Add diagnostic logging to verify data flow

Co-Authored-By: cayo@fazer.ai <cayoproliveira@gmail.com>

* clean: remove diagnostic console logging from updateSignature method

- Remove temporary console.log statements added for verification
- Keep core implementation that splits signature content and ui_settings updates
- Keep console.error for proper error handling with eslint-disable comment
- Implementation now ready for production use

Co-Authored-By: cayo@fazer.ai <cayoproliveira@gmail.com>

* fix: updateUISettings call in updateSignature method

* chore: move signature application to send-time and add button highlighting (#79)

* fix: move signature application from editor manipulation to send-time

- Remove addSignature/removeSignature/toggleSignatureInEditor from WootWriter
- Remove signature logic from draft handling and canned response insertion
- Apply signatures only in getMessagePayload during message sending
- Add button highlighting for signature toggle when activated
- Prevents signature duplication and persistence in editor content
- Fixes signature position toggle bug

Co-Authored-By: cayo@fazer.ai <cayoproliveira@gmail.com>

* fix: escape signature separator to prevent markdown setext heading interpretation

- Escape '--' separator as '\--' in appendSignature to prevent H2 heading creation
- Update removeSignature to handle escaped separators correctly
- Fixes signature separator being rendered as markdown instead of plain text
- Refactor nested ternary to fix ESLint error

Co-Authored-By: cayo@fazer.ai <cayoproliveira@gmail.com>

* fix: prevent signature separator markdown interpretation in message processing

- Add fix_signature_separator_markdown method to escape '--' separators
- Update ensure_processed_message_content to fix separators before saving
- Prevents signature separators from being interpreted as setext headings
- Ensures correct message display in channels and email notifications

Co-Authored-By: cayo@fazer.ai <cayoproliveira@gmail.com>

* fix: update separator format to use \n--\n instead of escaping

- Change separator delimiter from '\--' to '\n--\n' format
- Update removeSignature function to handle new separator format correctly
- Simplify message processing since separators are already properly formatted
- Ensures consistent separator handling across frontend and backend

Co-Authored-By: cayo@fazer.ai <cayoproliveira@gmail.com>

* fix: update signature delimiter format to include extra new lines

* chore: remove comment about signature application logic

* refactor: remove unused method and comments related to signature separator markdown processing

* chore: simplify slash command detection by using updatedMessage directly

* refactor: remove signature logic from draft message handling

* refactor: simplify body empty check by removing signature manipulation logic

---------

Co-authored-by: Devin AI <158243242+devin-ai-integration[bot]@users.noreply.github.com>
Co-authored-by: cayo@fazer.ai <cayoproliveira@gmail.com>

* refactor: extract signature settings logic into a separate method

* fix: handle nil ui_settings in signature position and separator methods

* fix: update return value of findSignatureInBody to include position information

* fix: update signature handling in findSignatureInBody and related methods

* fix: adjust delimiter length handling in removeSignature function

* test: add cases for appending, removing, and replacing signatures with various separators

* test: add cases for signature position and separator handling

* test: add cases for updating signature position and separator in ui_settings

* fix: correct typo in comment for findSignatureInBody function

* refactor: simplify translation function calls in MessageSignature component

* chore: refactoring

* chore: refactor

* feat: switch -> select

* chore: refactor and undo changes

* chore: refactor and undo changes

* chore: refactor

* fix: remove old select component usage

* chore: remove useless style

---------

Co-authored-by: Devin AI <158243242+devin-ai-integration[bot]@users.noreply.github.com>
Co-authored-by: gabrieljablonski <contact@gabrieljablonski.com>
2025-08-17 23:01:41 -03:00
Tanmay Deep Sharma
6b42ff8d39
fix: setup webhook for create and update should be done after db commit (#12176)
## Reference
https://github.com/chatwoot/chatwoot/pull/12149#issuecomment-3178108388

## Description

setup_webhook was done before the save, and hence the meta webhook
validation might fail because of a race condition where the facebook
validation is done before we saving the entry to the database.

## Type of change

Please delete options that are not relevant.

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

## How Has This Been Tested?

- New inbox creation, webhook validation
- Existing inbox update, webhook validation
- 
<img width="614" height="674" alt="image"
src="https://github.com/user-attachments/assets/be223945-deed-475a-82e5-3ae9c54a13fa"
/>


## Checklist:

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

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-08-13 20:53:31 +05:30