This PR updates the report pages for agents, inboxes, and teams by
replacing charts with aggregate values (under a feature flag). Users can
click on any item to view more details if needed. Most users seem to
prefer aggregate values, so this change will likely stay.
The PR also includes a few fixes:
- The summary reports now use the same logic for both the front-end and
CSV exports.
- Fixed an issue where a single quote was being added to values with
hyphens in CSV files. Now, ‘n/a’ is used when no value is available.
- Fixed a bug where the average value was calculated incorrectly when
multiple accounts were present.
These changes should make reports easier to use and more consistent.
### Agents:
<img width="1438" alt="Screenshot 2025-01-26 at 10 47 18 AM"
src="https://github.com/user-attachments/assets/bf2fcebc-6207-4701-9703-5c2110b7b8a0"
/>
### Inboxes
<img width="1438" alt="Screenshot 2025-01-26 at 10 47 10 AM"
src="https://github.com/user-attachments/assets/b83e1cf2-fd14-4e8e-8dcd-9033404a9f22"
/>
### Teams:
<img width="1436" alt="Screenshot 2025-01-26 at 10 47 01 AM"
src="https://github.com/user-attachments/assets/96b1ce07-f557-42ca-8143-546a111d6458"
/>
---------
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
This PR introduces support for an assistant filter on the documents page.
- Moved the existing assistant filter functionality to a standalone, reusable component.
- Updated the documents page and responses page to use the component
This PR introduces a review step for generated FAQs, allowing a human to
validate and approve them before use in customer interactions. While
hallucinations are minimal, this step ensures accurate and reliable FAQs
for Captain to use during LLM calls when responding to customers.
- Added a status field for the FAQ
- Allow the filter on the UI.
<img width="1072" alt="Screenshot 2025-01-15 at 6 39 26 PM"
src="https://github.com/user-attachments/assets/81dfc038-31e9-40e6-8a09-586ebc4e8384"
/>
Migration Guide: https://chwt.app/v4/migration
This PR imports all the work related to Captain into the EE codebase. Captain represents the AI-based features in Chatwoot and includes the following key components:
- Assistant: An assistant has a persona, the product it would be trained on. At the moment, the data at which it is trained is from websites. Future integrations on Notion documents, PDF etc. This PR enables connecting an assistant to an inbox. The assistant would run the conversation every time before transferring it to an agent.
- Copilot for Agents: When an agent is supporting a customer, we will be able to offer additional help to lookup some data or fetch information from integrations etc via copilot.
- Conversation FAQ generator: When a conversation is resolved, the Captain integration would identify questions which were not in the knowledge base.
- CRM memory: Learns from the conversations and identifies important information about the contact.
---------
Co-authored-by: Vishnu Narayanan <vishnu@chatwoot.com>
Co-authored-by: Sojan <sojan@pepalo.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
In admin settings, this Pr will add the UI for managing custom roles (
ref: https://github.com/chatwoot/chatwoot/pull/9995 ). It also handles
the routing logic changes to accommodate fine-tuned permissions.
---------
Co-authored-by: Pranav <pranavrajs@gmail.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>
Due to the pattern `**/specs/*.spec.js` defined in CircleCI, none of the
frontend spec in the folders such as
`specs/<domain-name>/getters.spec.js` were not executed in Circle CI.
This PR fixes the issue, along with the following changes:
- Use vitest instead of jest
- Remove jest dependancies
- Update tests to work with vitest
---------
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
This PR adds the following changes
1. Refactor `microsoft/callbacks_controller` to move common logic to
`oauth_callback_controller`, most of the logic is re-used for Google
2. Add UI components, `googleClient` and I18n entries for Google login
3. Add Google callback and inbox creation
4. Add a `joinUrl` utility along with specs (need to move it to utils)
5. Add `GoogleConcern`, `Google::AuthorizationsController` and
`Google::CallbacksController`
> Note: The UI is hidden for now, so we can merge this without any
hiccups, to enable it just revert the commit `05c18de`
### Preview
https://github.com/chatwoot/chatwoot/assets/18097732/1606d150-4561-49dc-838d-e0b00fe49ce3
### Linear Tickers
[CW-3370](https://linear.app/chatwoot/issue/CW-3370)
[CW-3371](https://linear.app/chatwoot/issue/CW-3371)
---------
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
* feat: Attachments view with key shortcuts and dynamically updates when user delete or sent new attachments
---------
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
* feat: include timezone offset in summary calculation
* fix: exlcude end in date range
* test: explicit end of day
* fix: test for report builder
* fix: reports.spec.js
---------
Co-authored-by: Tejaswini Chile <tejaswini@chatwoot.com>
* feat: init auditlogs ui
* chore: add api
* fix: action
* chore: add action,username,time
* feat: add pagination support
* chore: format time
* chore: refactor
* chore: refactor auditlogs api response
* chore: update icon
* chore: rubocop fixes
* Fixes the way meta is handled in store
* Fixes meta not appearing issue
---------
Co-authored-by: Sojan Jose <sojan@pepalo.com>
Co-authored-by: Nithin David Thomas <1277421+nithindavid@users.noreply.github.com>
* feat: sort by position
* chore: whitespace change
* feat: add border bottom color to list item
* feat: allow dragging articles
* feat: add migration to reorder all articles
* feat: add onsort method
* feat: finish UI sorting
* feat: show 50 per page in articles list
* feat: add article sorting methods
* feat: patch up reorder action with the API
* refactor: better naming
* chore: add comments
* feat: attach position to article before create
* feat: move article to end if moved between categories
* chore: add comments
* chore: update version
* fix: don't change position if previous category was nil
* fix: condition to trigger update on category change
* refactor: store new_position
* refactor: use grid instead of table
* feat: add snug spacing
* feat: add grab-icon
* feat: add grab icon to list
* refactor: show draggable only for category page
* feat: add update_positions as a class method
---------
Co-authored-by: Nithin David Thomas <1277421+nithindavid@users.noreply.github.com>
* feat: genearte report in a grid
* refactor: update API usage
* refactor: separate generate method
* refactor: abstract transform_data
* feat: annotate with comments
* feat: add explicit timezone
* feat: download data only in user timezone
* fix: dates included in heatmap
* feat: add heatmap component
* feat: add heatmap component
* feat: add dummy heatmap
* refactor: compact tiles
* feat: allow hour
* feat: wire up heatmap query
* feat: allow arbritrary number of weeks
* feat: update position of the widget
* chore: update heatmap title
* refactor: move traffic heatmap to overview
* chore: add comment for perf
* feat: add reconcile logic for heatmap fetching
Fetching the data for the last 6 days all the time is wasteful
So we fetch only the data for today and reconcile it with the data we already have
* refactor: re-org code for new utils
* feat: add translations
* feat: translate days of the week
* chore: update chatwoot utils
* feat: add markers to heatmap
* refactor: update class names
* refactor: move flatten as a separate method
* test: Heatmap Helpers
* chore: add comments
* refactor: method naming
* refactor: use heatmap-level mixin
* refactor: cleanup css
* chore: remove log
* refactor: reports.js to use object instead of separate params
* refactor: report store to use new API design
* refactor: rename HeatmapHelper -> ReportsDataHelper
* refactor: separate clampDataBetweenTimeline
* feat: add tests
* fix: group by hour
* feat: add scroll for smaller screens
* refactor: add base data to reconcile with
* fix: tests
* fix: overflow only on smaller screens
* feat: translate tooltip
* refactor: simplify reconcile
* chore: add docs
* chore: remoev heatmap from account report
* feat: let Heatmap handle loading state
* chore: Apply suggestions from code review
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
* feat: update css
* refactor: color assignment to range
* feat: add short circuit
* Update app/javascript/dashboard/routes/dashboard/settings/reports/components/Heatmap.vue
---------
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Nithin David Thomas <1277421+nithindavid@users.noreply.github.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
* Added one more endpoint to attach tempfile and get logo
* Added one more endpoint to attach tempfile and get logo
* spec fixes
* Upload file for articles irrespective of the association
* Upload file for articles irrespective of the association
* Add multiple images with different keys
* feat: Adds image attachment for help center articles
* Adds validation for file upload
* Fixes space above image after adding to doc
* chore: Removed svg from file upload type
* Update app/javascript/dashboard/components/widgets/WootWriter/FullEditor.vue
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
* Update app/javascript/dashboard/components/widgets/WootWriter/FullEditor.vue
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
* Removes caption for the image
* Fixes woot prosemirror package version
* Update yarn.lock
* Update yarn.lock
---------
Co-authored-by: Tejaswini Chile <tejaswini@chatwoot.com>
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>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
Co-authored-by: Pranav Raj S <pranav@chatwoot.com>
Co-authored-by: Nithin David Thomas <1277421+nithindavid@users.noreply.github.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
* Add more actions
* Complete sidebar store integration
* Complete portal list store integration
* Fixed the specs
* Added missing specs
* Add comment
* Code cleanup
* Fixed all the spec issues
* Add portal and article API specs
* Add category name in article list
* Add more locales
* Code beautification
* Exclude locale from codeclimate ci
* feat: Category store integration
* chore: Minor fixes
* chore: API call fixes
* chore: Minor fixes
* chore: Minor fixes
* chore: Adds the ability for get articles based on categories
* chore: minor fixes
* chore: Minor fixes
* chore: fixes specs and minor improvements
* chore: Review fixes
* chore: Minor fixes
* chore: Review fixes
* chore: Review fixes
* chore: Spacing fixes
* Code cleanup
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Added the ability to update the contact's avatar via API and Dashboard.
- Contact create and update APIs can now accept avatar attachment parameters [form data].
- Contact create and update endpoints can now accept the avatar_url parameter.[json]
- API endpoint to remove a contact avatar.
- Updated Contact create/edit UI components with avatar support
Fixes: #3428
