Commit Graph

1014 Commits

Author SHA1 Message Date
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
Sivin Varghese
2c4e65d68e
chore: Hide assistant switcher on paywall screen (#12875) 2025-11-17 09:58:59 +05:30
Chatwoot Bot
32da4eec27
chore: Update translations (#12818) 2025-11-14 15:24:38 +05:30
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
28e16f7ee0
feat: allow selecting month range in overview reports (#12701)
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
2025-11-12 18:34:00 +05:30
Chatwoot Bot
e8a01ace41
chore: Update translations (#12794) 2025-11-07 10:21:33 +05:30
Pranav
01363042ce
fix: Handle login when there are no accounts (#12816) 2025-11-07 10:14:59 +05:30
Sivin Varghese
5bf39d20e5
feat: Update Captain navigation structure (#12761)
# Pull Request Template

## Description

This PR includes an update to the Captain navigation structure.

## Route Structure

```javascript
1. captain_assistants_responses_index    → /captain/:assistantId/faqs
2. captain_assistants_documents_index    → /captain/:assistantId/documents
3. captain_assistants_scenarios_index    → /captain/:assistantId/scenarios
4. captain_assistants_playground_index   → /captain/:assistantId/playground
5. captain_assistants_inboxes_index      → /captain/:assistantId/inboxes
6. captain_tools_index                   → /captain/tools
7. captain_assistants_settings_index     → /captain/:assistantId/settings
8. captain_assistants_guardrails_index   → /captain/:assistantId/settings/guardrails
9. captain_assistants_guidelines_index   → /captain/:assistantId/settings/guidelines
10. captain_assistants_index             → /captain/:navigationPath
```

**How it works:**

1. User clicks sidebar item → Routes to `captain_assistants_index` with
`navigationPath`
2. `AssistantsIndexPage` validates route and gets last active assistant,
if not redirects to assistant create page.
3. Routes to actual page: `/captain/:assistantId/:page`
4. Page loads with correct assistant context

Fixes
https://linear.app/chatwoot/issue/CW-5832/updating-captain-navigation

## Type of change

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

## How Has This Been Tested?




## Checklist:

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

---------

Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
2025-11-06 16:31:23 -08:00
Sojan Jose
f89d9a4401
feat: Bulk delete for contacts (#12778)
Introduces a new bulk action `delete` for contacts

ref: https://github.com/chatwoot/chatwoot/pull/12763

## Screens

<img width="1492" height="973" alt="Screenshot 2025-10-31 at 6 27 21 PM"
src="https://github.com/user-attachments/assets/30dab1bb-2c2c-4168-9800-44e0eb5f8e3a"
/>
<img width="1492" height="985" alt="Screenshot 2025-10-31 at 6 27 32 PM"
src="https://github.com/user-attachments/assets/5be610c4-b19e-4614-a164-103b22337382"
/>
2025-11-04 17:47:53 -08:00
Chatwoot Bot
e771d99552
chore: Update translations (#12748) 2025-11-03 15:45:32 +05:30
Sojan Jose
159c810117
feat: Bulk actions for contacts (#12763)
Introduces APIs and UI for bulk actions in contacts table. The initial
action available will be assign labels

Fixes: #8536 #12253 

## Screens

<img width="1350" height="747" alt="Screenshot 2025-10-29 at 4 05 08 PM"
src="https://github.com/user-attachments/assets/0792dff5-0371-4b2e-bdfb-cd32db773402"
/>
<img width="1345" height="717" alt="Screenshot 2025-10-29 at 4 05 19 PM"
src="https://github.com/user-attachments/assets/ae510404-c6de-4c15-a720-f6d10cdac25b"
/>

---------

Co-authored-by: Muhsin <muhsinkeramam@gmail.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-10-30 15:28:28 +05:30
Sivin Varghese
c31d693add
chore: Improvements in pending FAQs (#12755)
# Pull Request Template

## Description

**This PR includes:**

1. Added URL-based filter persistence for the responses pages, including
page and search parameters.
2. Introduced a new empty state variant for pending FAQs — without a
backdrop and with a “Clear Filters” option.
3. Made the actions, filter, and search row remain fixed at the top
while scrolling.

Fixes
https://linear.app/chatwoot/issue/CW-5852/improvements-in-pending-faqs

## Type of change

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

## How Has This Been Tested?

### Loom video
https://www.loom.com/share/1d9eee68c0684f0ab05e08b4ca1e0ce9


## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
2025-10-29 14:34:28 -07:00
Sivin Varghese
3e27e28848
chore: Update captain pending FAQ interface (#12752)
# Pull Request Template

## Description

**This PR includes,**
- Added new pending FAQs view with approve/edit/delete actions for each
response.
- Implemented banner notification showing pending FAQ count on main
approved responses page.
- Created dedicated route for pending FAQs review at
/captain/responses/pending.
- Added automatic pending count updates when switching assistants or
routes.
- Modified ResponseCard component to show action buttons instead of
dropdown in pending view.

Fixes
https://linear.app/chatwoot/issue/CW-5833/pending-faqs-in-a-different-ux

## Type of change

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

## How Has This Been Tested?

### Loom video
https://www.loom.com/share/5fe8f79b04cd4681b9360c48710b9373


## Checklist:

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

---------

Co-authored-by: Pranav <pranav@chatwoot.com>
2025-10-28 20:47:42 -07:00
Chatwoot Bot
f3176afc1c
chore: Update translations (#12722)
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-10-27 17:54:15 +05:30
Chatwoot Bot
9bd5f15450
chore: Update translations (#12708) 2025-10-22 14:10:48 +05:30
Chatwoot Bot
b4c4f328b2
chore: Update translations (#12625) 2025-10-21 21:29:25 +05:30
Shivam Mishra
f1f1ce644c
feat: Overview heatmap improvements (#12359)
This PR adds inbox filtering to the conversation traffic heatmap,
allowing users to analyze patterns for specific inboxes. Additionally,
it also adds a new resolution count heatmap that shows when support
teams are most active in resolving conversations, using a green color to
distinguish it from the blue conversation heatmap.

The PR also reorganizes heatmap components into a cleaner structure with
a shared `BaseHeatmapContainer` that handles common functionality like
date range selection, inbox filtering, and data fetching. This makes it
easy to add new heatmap metrics in the future - just create a wrapper
component specifying the metric type and color scheme.

<img width="1926" height="1670" alt="CleanShot 2025-10-13 at 14 01
35@2x"
src="https://github.com/user-attachments/assets/67822a34-6170-4d19-9e11-7ad4ded5c388"
/>

<img width="1964" height="1634" alt="CleanShot 2025-10-13 at 14 03
00@2x"
src="https://github.com/user-attachments/assets/e4613c08-64b8-4fa6-91d8-7510946dd75d"
/>


Unrelated change, the data seeder conversation resolution would not work
correctly, we've fixed it.

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-10-13 19:15:57 +05:30
Chatwoot Bot
4b2ebb8877
chore: Update translations (#12598) 2025-10-07 19:17:38 +05:30
Shivam Mishra
9fb0dfa4a7
feat: Add UI for custom tools (#12585)
### Tools list

<img width="2316" height="666" alt="CleanShot 2025-10-03 at 20 42 41@2x"
src="https://github.com/user-attachments/assets/ccbffd16-804d-4eb8-9c64-2d1cfd407e4e"
/>

### Tools form 

<img width="2294" height="2202" alt="CleanShot 2025-10-03 at 20 43
05@2x"
src="https://github.com/user-attachments/assets/9f49aa09-75a1-4585-a09d-837ca64139b8"
/>

## Response

<img width="800" height="2144" alt="CleanShot 2025-10-03 at 20 45 56@2x"
src="https://github.com/user-attachments/assets/b0c3c899-6050-4c51-baed-c8fbec5aae61"
/>

---------

Co-authored-by: Pranav <pranavrajs@gmail.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
2025-10-06 09:05:54 -07:00
Muhsin Keloth
a8aefa0c73
chore: Add account health missing translations (#12596)
# Pull Request Template

## Description

Please include a summary of the change and issue(s) fixed. Also, mention
relevant motivation, context, and any dependencies that this change
requires.
Fixes # (issue)

## Type of change

Please delete options that are not relevant.

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

## How Has This Been Tested?

Please describe the tests that you ran to verify your changes. Provide
instructions so we can reproduce. Please also list any relevant details
for your test configuration.


## Checklist:

- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [ ] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
2025-10-06 13:00:11 +05:30
Chatwoot Bot
b536f35fa7
chore: Update translations (#12580) 2025-10-06 10:00:26 +05:30
Chatwoot Bot
c29a08f0ca
chore: Update translations (#12555) 2025-10-02 18:24:12 +05:30
Muhsin Keloth
66cfef9298
feat: Add WhatsApp health monitoring and self-service registration completion (#12556)
Fixes
https://linear.app/chatwoot/issue/CW-5692/whatsapp-es-numbers-stuck-in-pending-due-to-premature-registration


###  Problem  
Multiple customers reported that their WhatsApp numbers remain stuck in
**Pending** in WhatsApp Manager even after successful onboarding.

- Our system triggers a **registration call**
(`/<PHONE_NUMBER_ID>/register`) as soon as the number is OTP verified.
- In many cases, Meta hasn’t finished **display name
review/provisioning**, so the call fails with:

  ```
  code: 100, error_subcode: 2388001
  error_user_title: "Cannot Create Certificate"
error_user_msg: "Your display name could not be processed. Please edit
your display name and try again."
  ```

- This leaves the number stuck in Pending, no messaging can start until
we manually retry registration.
- Some customers have reported being stuck in this state for **7+
days**.

###  Root cause  
- We only check `code_verification_status = VERIFIED` before attempting
registration.
- We **don’t wait** for display name provisioning (`name_status` /
`platform_type`) to be complete.
- As a result, registration fails prematurely and the number never
transitions out of Pending.

### Solution  

#### 1. Health Status Monitoring  
- Build a backend service to fetch **real-time health data** from Graph
API:
  - `code_verification_status`  
  - `name_status` / `display_name_status`  
  - `platform_type`  
  - `throughput.level`  
  - `messaging_limit_tier`  
  - `quality_rating`  
- Expose health data via API
(`/api/v1/accounts/:account_id/inboxes/:id/health`).
- Display this in the UI as an **Account Health tab** with clear badges
and direct links to WhatsApp Manager.

#### 2. Smarter Registration Logic  
- Update `WebhookSetupService` to include a **dual-condition check**:  
  - Register if:  
    1. Phone is **not verified**, OR  
2. Phone is **verified but provisioning incomplete** (`platform_type =
NOT_APPLICABLE`, `throughput.level = NOT_APPLICABLE`).
- Skip registration if number is already provisioned.  
- Retry registration automatically when stuck.  
- Provide a UI banner with complete registration button so customers can
retry without manual support.

### Screenshot
<img width="2292" height="1344" alt="CleanShot 2025-09-30 at 16 01
03@2x"
src="https://github.com/user-attachments/assets/1c417d2a-b11c-475e-b092-3c5671ee59a7"
/>

---------

Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-10-02 11:25:48 +05:30
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
Chatwoot Bot
487209574c
chore: Update translations (#12535) 2025-09-29 11:16:22 +05:30
Shivam Kumar
7f1671c083
feat: Form validation message for password input (#11705)
Fixes https://github.com/chatwoot/chatwoot/issues/10914

# Pull Request Template

## Description

Please include a summary of the change and issue(s) fixed. Also, mention
relevant motivation, context, and any dependencies that this change
requires.
Fixes # (issue)

## Type of change

Please delete options that are not relevant.

- [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?

Please describe the tests that you ran to verify your changes. Provide
instructions so we can reproduce. Please also list any relevant details
for your test configuration.


## Checklist:

- [x ] 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>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
2025-09-29 11:12:04 +05:30
Chatwoot Bot
03d0688cc2
chore: Update translations (#12519)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-09-25 15:59:03 +05:30
Sojan Jose
2ba4780bda
feat: Add UI to manage web widget allowed domains (#12495)
## Summary
- add allowed domains controls in the web widget configuration page.

<img width="1064" height="699" alt="Screenshot 2025-09-23 at 8 52 21 PM"
src="https://github.com/user-attachments/assets/8afd60b6-c81d-4f52-9cbe-07e70ad003d2"
/>


fixes:
https://linear.app/chatwoot/issue/CW-5661/add-the-options-for-configure-allowed-domains-for-web-widget

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
2025-09-24 16:46:19 +05:30
Shivam Mishra
d3cd647e49
feat: SAML feedback changes [CW-5666] (#12511) 2025-09-24 16:07:07 +05:30
Chatwoot Bot
68c070bcd9
chore: Update translations (#12506) 2025-09-24 10:47:31 +05:30
Shivam Mishra
d762829519
feat: Allow creating contact notes (#12494)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-09-23 18:53:00 +05:30
Shivam Mishra
2e108653ae
feat: allow SP initiated SAML (#12447)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-09-23 18:29:16 +05:30
Chatwoot Bot
df1f85a7f0
chore: Update translations (#12432)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-09-23 11:07:15 +05:30
Tanmay Deep Sharma
4014a846f0
feat: Add the frontend support for MFA (#12372)
FE support for https://github.com/chatwoot/chatwoot/pull/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: iamsivin <iamsivin@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
2025-09-18 21:16:06 +05:30
Aguinaldo Tupy
f03a52bd77
feat: Add media_name support for WhatsApp templates document files (#12462)
## Description

This implementation adds support for the `media_name` parameter for
WhatsApp document templates, resolving the issue where documents appear
as "untitled" when sent via templates.

**Problem solved:** Documents sent via WhatsApp templates always
appeared as "untitled" because Chatwoot didn't process the `filename`
field required by the WhatsApp API.

**Solution:** Added support for the `media_name` parameter that maps to
the WhatsApp API's `filename` field.

## Type of change

- [x] New feature (non-breaking change which adds functionality)
- [x] This change requires a documentation update

## How Has This Been Tested?

Created and executed **7 comprehensive test scenarios**:

1.  Document without `media_name` (backward compatibility)
2.  Document with valid `media_name`
3.  Document with blank `media_name`
4.  Document with null `media_name`
5.  Image with `media_name` (ignored as expected)
6.  Video with `media_name` (ignored as expected)
7.  Blank URL (returns nil appropriately)

**All tests passed** and confirmed **100% backward compatibility**.

## Technical Implementation

**Backend Changes:**
- `PopulateTemplateParametersService`: Added `media_name` parameter
support
- `TemplateProcessorService`: Pass `media_name` to parameter builder
- `WhatsappCloudService`: Updated documentation with `media_name`
example

**Frontend Changes:**
- `WhatsAppTemplateParser.vue`: Added UI field for document filename
input
- `templateHelper.js`: Include `media_name` for document templates
- `whatsappTemplates.json`: Added translation key for document name
placeholder

**Key Features:**
- 🔄 **100% Backward Compatible** - Existing templates continue working
- 📝 **Document Filename Support** - Users can specify custom filenames
- 🎯 **Document-Only Feature** - Only affects document media types
-  **Comprehensive Testing** - All edge cases covered

## Expected Behavior

**Before:**
```ruby
# All documents appear as "untitled"
{
  type: 'document',
  document: { link: 'https://example.com/document.pdf' }
}
```

**After:**
```ruby
# With media_name - displays custom filename
{
  type: 'document',
  document: {
    link: 'https://example.com/document.pdf',
    filename: 'Invoice_2025.pdf'
  }
}

# Without media_name - works as before
{
  type: 'document',
  document: { link: 'https://example.com/document.pdf' }
}
```

## 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

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-09-18 15:25:31 +05:30
Shivam Mishra
8f4b252045
feat: allow searching captain responses [CW-5631] (#12463) 2025-09-18 14:44:56 +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
Sojan Jose
44dc9ba18e
feat: Allow detaching help center widget (#12459)
## Summary
- allow help center portals to clear their associated web widget


Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-09-17 22:27:50 +05:30
Muhsin Keloth
458ed1e26d
chore: Enable flexible whatsapp onboarding (Manual + Embedded Signup) options (#12344)
We recently introduced the WhatsApp Embedded Signup flow in Chatwoot to
simplify onboarding. However, we discovered two important limitations:
Some customers’ numbers are already linked to an Embedded Signup, which
blocks re-use. Tech providers cannot onboard their own numbers via
Embedded Signup.
As a result, we need to support both Manual and Embedded Signup flows to
cover all scenarios.

### Problem

- Current UI only offers the Embedded Signup option.
- Customers who need to reuse existing numbers (already connected to
WABA) or tech providers testing their own numbers get stuck.
- Manual flow exists but is no longer exposed in the UX

**Current Embedded Signup screen**
<img width="2564" height="1250" alt="CleanShot 2025-08-21 at 21 58
07@2x"
src="https://github.com/user-attachments/assets/c3de4cf1-cae6-4a0e-aa9c-5fa4e2249c0e"
/>

**Current Manual Setup screen**
<img width="2568" height="1422" alt="CleanShot 2025-08-21 at 22 00
25@2x"
src="https://github.com/user-attachments/assets/96408f97-3ffe-42d1-9019-a511e808f5ac"
/>


###  Solution

- Design a dual-path UX in the Create WhatsApp Inbox step that:
- Offers Embedded Signup (default/recommended) for new numbers and
businesses.
- Offers Manual Setup for advanced users, existing linked numbers, and
tech providers.

<img width="2030" height="1376" alt="CleanShot 2025-09-01 at 14 13
16@2x"
src="https://github.com/user-attachments/assets/6f17e5a2-a2fd-40fb-826a-c9ee778be795"
/>

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
2025-09-15 19:59:56 +05:30
Shivam Mishra
300d68f3f7
feat: SAML UI [CW-2958] (#12345)
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-09-15 19:33:54 +05:30
Chatwoot Bot
3ad2c33220
chore: Update translations (#12371)
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Pranav <pranavrajs@gmail.com>
2025-09-12 14:33:40 -07:00
Sivin Varghese
ca579bd62a
feat: Agent capacity policy Create/Edit pages (#12424)
# Pull Request Template

## Description

Fixes
https://linear.app/chatwoot/issue/CW-5573/feat-createedit-agent-capacity-policy-page

## Type of change

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

## How Has This Been Tested?

### Loom video

https://www.loom.com/share/8de9e3c5d8824cd998d242636540dd18?sid=1314536f-c8d6-41fd-8139-cae9bf94f942

### Screenshots

**Light mode**
<img width="1666" height="1225" alt="image"
src="https://github.com/user-attachments/assets/7e6d83a4-ce02-47a7-91f6-87745f8f5549"
/>
<img width="1666" height="1225" alt="image"
src="https://github.com/user-attachments/assets/7dd1f840-2e25-4365-aa1d-ed9dac13385a"
/>

**Dark mode**
<img width="1666" height="1225" alt="image"
src="https://github.com/user-attachments/assets/0c787095-7146-4fb3-a61a-e2232973bcba"
/>
<img width="1666" height="1225" alt="image"
src="https://github.com/user-attachments/assets/481c21fd-03b5-4c1f-b59e-7f8c8017f9ce"
/>


## Checklist:

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

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-09-12 18:42:55 +05:30
Sivin Varghese
59ba91473a
feat: Agent capacity policy index page with CRUD actions (#12409) 2025-09-12 16:22:42 +05:30
Sivin Varghese
257df30589
feat: Agent assignment policy Create/Edit pages (#12400) 2025-09-10 20:02:11 +05:30
Sivin Varghese
55633ab063
feat: Agent assignment policy index page with CRUD actions (#12373)
# Pull Request Template

## Description

This PR incudes new Agent assignment policy index page with CRUD
actions.

Fixes
https://linear.app/chatwoot/issue/CW-5570/feat-assignment-policy-index-page-with-actions

## Type of change

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

## How Has This Been Tested?

### Loom

https://www.loom.com/share/17ab5ceca4854f179628a3b53f347e5a?sid=cb64e881-57fd-4ae1-921b-7648653cca33

### Screenshots

**Light mode**
<img width="1428" height="888" alt="image"
src="https://github.com/user-attachments/assets/fdbb83e9-1f4f-4432-9e8a-4a8f1b810d31"
/>


**Dark mode**
<img width="1428" height="888" alt="image"
src="https://github.com/user-attachments/assets/f1fb38b9-1150-482c-ba62-3fe63ee1c7d4"
/>
<img width="726" height="495" alt="image"
src="https://github.com/user-attachments/assets/90a6ad55-9ab6-4adb-93a7-2327f5f09c79"
/>


## 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>
2025-09-10 12:07:21 +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
ce1690eeb1
feat: Agent assignment index page (#12364) 2025-09-04 12:02:35 +05:30
Chatwoot Bot
f2cabd6c82
chore: Update translations (#12311) 2025-09-04 11:02:44 +05:30
Tanmay Deep Sharma
2f3b4ad215
feat: add FE changes for captain pdf support for faq generation (#12115)
Linked PR
https://github.com/chatwoot/chatwoot/pull/12113

## Linear Link
https://linear.app/chatwoot/issue/CW-4515/upload-pdfs-to-captain

## Description

This PR adds support for PDF file uploads to the Captain document
knowledge base system. The feature enables users to upload PDF files
directly to the knowledge base for FAQ generation and document
processing, expanding beyond the existing URL-based document ingestion.

## Type of change

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

## How Has This Been Tested?

- Unit Tests
- Manually via UI



## 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

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
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>
2025-09-02 19:01:16 +05:30
Sivin Varghese
b0112a2869
feat: Update Inbox/Team creation UI (#12305) 2025-09-02 14:11:38 +05:30
Sivin Varghese
8606aa1310
feat: Ability to filter contact based on labels (#12343)
# Pull Request Template

## Description

This PR add the ability to filter contact based on labels.

Fixes
https://linear.app/chatwoot/issue/CW-4001/feat-ability-to-filter-contact-based-on-labels

## Type of change

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

## How Has This Been Tested?

### Loom video

https://www.loom.com/share/f3d58d0fcee844b7817325a9a19929d3?sid=075b9448-7e6d-4180-af3c-9466fbf2138b


## 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
2025-09-02 12:35:18 +05:30
Sivin Varghese
c53e750be0
feat: Display banner and handoff for bot-managed chats (#12292) 2025-09-01 13:22:55 +05:30
Muhsin Keloth
99997a701a
feat: Add twilio content templates (#12277)
Implements comprehensive Twilio WhatsApp content template support (Phase
1) enabling text, media, and quick reply templates with proper parameter
conversion, sync capabilities, and feature flag protection.

###  Features Implemented

  **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
- Phase 2 (Future): List Picker, Call-to-Action, Catalog, Carousel,
Authentication templates

  **Template Synchronization**

- API Endpoint: POST
/api/v1/accounts/{account_id}/inboxes/{inbox_id}/sync_templates
  - Background Job: Channels::Twilio::TemplatesSyncJob
  - Storage: JSONB format in channel_twilio_sms.content_templates
  - Auto-categorization: UTILITY, MARKETING, AUTHENTICATION categories

 ###  Template Examples Tested


  #### Text template
```
  { "name": "greet", "language": "en" }
```
  #### Template with variables
```
  { "name": "order_status", "parameters": [{"type": "body", "parameters": [{"text": "John"}]}] }
```

  #### Media template with image
```
  { "name": "product_showcase", "parameters": [
    {"type": "header", "parameters": [{"image": {"link": "image.jpg"}}]},
    {"type": "body", "parameters": [{"text": "iPhone"}, {"text": "$999"}]}
  ]}
```
#### Preview

<img width="1362" height="1058" alt="CleanShot 2025-08-26 at 10 01
51@2x"
src="https://github.com/user-attachments/assets/cb280cea-08c3-44ca-8025-58a96cb3a451"
/>

<img width="1308" height="1246" alt="CleanShot 2025-08-26 at 10 02
02@2x"
src="https://github.com/user-attachments/assets/9ea8537a-61e9-40f5-844f-eaad337e1ddd"
/>

#### User guide

https://www.chatwoot.com/hc/user-guide/articles/1756195741-twilio-content-templates

---------

Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-08-29 16:13:25 +05:30
Chatwoot Bot
472493b9af
chore: Update translations (#12228)
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-08-27 11:59:13 +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
Sojan Jose
d48503bdcf
feat(voice): Improved voice call creation flow [EE] (#12268)
This PR improves the voice call creation flow by simplifying
configuration and automating setup with Twilio APIs.

references: #11602 , #11481 

## Key changes

- Removed the requirement for twiml_app_sid – provisioning is now
automated through APIs.
- Auto-configured webhook URLs for:
  - Voice number callbacks
  - Status callbacks
  -  twiML callbacks
- Disabled business hours, help center, and related options until voice
inbox is fully supported.
- Added a configuration tab in the voice inbox to display the required
Twilio URLs (to make verification easier in Twilio console).


## Test Cases
- Provisioning
- Create a new voice inbox → verify that Twilio app provisioning happens
automatically.
  - Verify twiML callback 
- Webhook configuration
- Check that both voice number callback and status callback URLs are
auto-populated in Twilio.
- Disabled features
- Confirm that business hours and help center options are
hidden/disabled for voice inbox.
- Configuration tab
- Open the voice inbox configuration tab → verify that the displayed
Twilio URLs match what’s set in Twilio.
2025-08-22 13:38:23 +02:00
Sojan Jose
7fe94dc1a2
feat(voice): Call button on Contacts with inbox picker (#12218)
## Description
This introduces a reusable Call button used in the Contacts details
header (between Block contact and Send message) and
in the conversation contact panel. The button shows only when the
account has at least one Voice inbox and the contact
has a phone number. If multiple Voice inboxes are present, clicking
opens a picker modal; otherwise, a “Calling is under
development” toast is shown

> Actual wiring to functionality will available in follow up PRs

references: #11602 , #11481 

## Screens 

<img width="250" alt="Screenshot 2025-08-18 at 8 33 02 PM"
src="https://github.com/user-attachments/assets/d7a09a9d-8eff-4461-a75f-27854540c2a0"
/>
<img width="250" alt="Screenshot 2025-08-18 at 8 32 31 PM"
src="https://github.com/user-attachments/assets/682ae66e-dd5f-4750-9c30-0a210e120250"
/>
<img width="250" alt="Screenshot 2025-08-18 at 8 32 40 PM"
src="https://github.com/user-attachments/assets/7de0d753-eefc-4b7f-942b-ecca1964fcd7"
/>


## Test Cases

- Enable voice feature and create inboxes and test the cases for both
contact details view and contact card view in conversation
  - Details: 0 Voice inboxes → no Call button.
- Details: 1+ Voice inboxes, no phone number for contact → no Call
button.
- Details: 1 Voice inbox + phone number for contact → button visible;
click → toast.
- Details: >1 Voice inboxes + phone number for contact → click → modal →
choose → toast.

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-08-19 15:42:01 +05:30
Chatwoot Bot
cae097c5fa
chore: Update translations (#12208) 2025-08-19 12:27:13 +05:30
Muhsin Keloth
67d7ee0185
feat: Add full change log to profile (#12215)
**Preview**
<img width="400" height="600" alt="CleanShot 2025-08-18 at 19 48 37@2x"
src="https://github.com/user-attachments/assets/28983793-adf4-4145-bb80-573e21cf5a0d"
/>
2025-08-18 21:40:13 +05:30
Chatwoot Bot
ee773f31eb
chore: Update translations (#12167)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-08-14 15:30:00 +05:30
Pranav
14471cc20c
chore: Add bulgarian (bg) language (#12189)
Add bg to supported langauges
2025-08-13 10:23:25 -07:00
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
Muhsin Keloth
5c560c7628
feat: WhatsApp enhanced templates front end changes (#12117)
Part of the https://github.com/chatwoot/chatwoot/pull/11997

Co-authored-by: Sojan Jose <sojan@pepalo.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
2025-08-12 18:53:19 +05:30
Chatwoot Bot
693309202e
chore: Update translations (#12148) 2025-08-12 07:10:11 +05:30
Shivam Mishra
fcc6e2b8b2
feat: Add feature_citation toggle for Captain assistants (#12052)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-08-11 13:06:20 +05:30
Chatwoot Bot
f3bc2476fc
chore: Update translations (#12073)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-08-11 12:29:22 +05:30
Sivin Varghese
8ea21eeefd
chore: Improve portal settings validation and error handling (#12134)
# Pull Request Template

## Description

This PR includes:

1. Previously, the URL fields accepted any value starting with `https`.
Added proper URL validation to ensure valid URLs are entered.
2. Fixed an issue where form save errors displayed `[object Object]` in
the toast due to inconsistent error formatting from the backend.


Fixes https://linear.app/chatwoot/issue/CW-5389/help-center-bugs

## Type of change

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

## How Has This Been Tested?

### Loom video

https://www.loom.com/share/63ddca2c5e2e45c99b66153ed146524f?sid=fd25331b-6b67-4722-9b36-1213496a0741

## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
2025-08-10 17:39:59 -07:00
Petterson
fd28ed8d83
feat: add support to embedded whatsapp coexistence method (#12108)
This update adds support to the coexistence method to Embedded Whatsapp,
allowing users to add their existing whatsapp business number in order
to use it in both places(chatwoot and whatsapp business) at the same
time.

This update require some changes in the permissions for the Meta App, as
described in the Meta Oficial Docs, I'll leave this listed below:

- **history** — describes past messages the business customer has
sent/received
- **smb_app_state_sync** — describes the business customer's current and
new contacts
- **smb_message_echoes** — describes any new messages the business
customer sends with the WhatsApp Business app after having been
onboarded

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
Co-authored-by: Tanmay Deep Sharma <32020192+tds-1@users.noreply.github.com>
2025-08-08 18:28:50 +05:30
Tanmay Deep Sharma
d2583d32e9
feat: add reauth flow for wa embedded signup (#11940)
# Pull Request Template

## Description

Please include a summary of the change and issue(s) fixed. Also, mention
relevant motivation, context, and any dependencies that this change
requires.
Fixes # (issue)

## Type of change

Please delete options that are not relevant.

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

## How Has This Been Tested?

Please describe the tests that you ran to verify your changes. Provide
instructions so we can reproduce. Please also list any relevant details
for your test configuration.


## Checklist:

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

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-08-08 01:48:45 +05:30
Sivin Varghese
270f26e471
chore: Add new tab and copy link to conversation context menu (#12089)
# Pull Request Template

## Description

This PR includes the following enhancements to the conversation card
context menu:

1. **Added "Open in New Tab" and "Copy Conversation Link" options.**
* "Open in New Tab" allows users to quickly open a conversation in a
separate browser tab.
* "Copy Conversation Link" copies the conversation URL to the clipboard
for easy sharing.

2. **Enabled the context menu in Previous Conversations card** with
support for these two options.

Fixes
https://linear.app/chatwoot/issue/CW-4722/cannot-open-previous-conversations-in-a-new-tab

## 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/37b45d23c6804db292568d093b645ac0?sid=c3105971-f938-41bd-9f52-0f00d419d1b3


## Checklist:

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

---------

Co-authored-by: Pranav <pranav@chatwoot.com>
2025-08-04 15:22:20 -07:00
Sivin Varghese
d9900e50a0
feat(cloud): Add support for viewing status of SSL in custom domains (#12011)
# Pull Request Template

## Description

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

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


## Type of change

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

## How Has This Been Tested?



## Checklist:

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

---------

Co-authored-by: Vishnu Narayanan <iamwishnu@gmail.com>
Co-authored-by: Pranav <pranavrajs@gmail.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
2025-07-30 10:52:47 -07:00
Sivin Varghese
df4de508e7
feat: New Scenarios page (#11975) 2025-07-30 19:34:27 +05:30
Chatwoot Bot
62b36d4aec
chore: Update translations (#12056) 2025-07-30 10:06:32 +04:00
Chatwoot Bot
0b74be82a3
chore: Update translations (#12037) 2025-07-28 17:33:49 +04:00
Muhsin Keloth
ab1ba1c4c7
feat: Add manual WhatsApp templates sync with UI (#12007)
Fixes https://github.com/chatwoot/chatwoot/issues/9600

**Summary**
- Added manual WhatsApp templates sync functionality accessible via UI
- Added refresh button in both inbox settings and template picker modal
- Enhanced template picker to always show for WhatsApp Cloud channels
(even when empty)


**Preview**

<img width="1456" height="798" alt="CleanShot 2025-07-22 at 14 15 28@2x"
src="https://github.com/user-attachments/assets/8a04ff26-61fa-42ee-a1b8-5e06433ae6e0"
/>


<img width="2376" height="1574" alt="CleanShot 2025-07-22 at 14 19
24@2x"
src="https://github.com/user-attachments/assets/1c772034-04ff-484d-88dd-ca8123e93065"
/>

---------

Co-authored-by: iamsivin <iamsivin@gmail.com>
2025-07-23 12:22:51 +04:00
Chatwoot Bot
bb9e3a5495
chore: Update translations (#11962)
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-07-17 21:50:55 -07:00
Sivin Varghese
64ba23688b
feat: New GuardRails and Response Guidelines edit page (#11932) 2025-07-16 21:52:25 +05:30
Sojan Jose
45d4d3660c
feat: Add private note action to automations (#11926)
## Summary
- allow AutomationRule to accept `add_private_note` action
- support `add_private_note` in automation action service
- expose private note action in frontend constants and i18n
- test new automation rule action

## Testing
- `pnpm eslint
app/javascript/dashboard/routes/dashboard/settings/automation/constants.js`
- `bundle exec rubocop app/services/automation_rules/action_service.rb
app/models/automation_rule.rb
spec/services/automation_rules/action_service_spec.rb`
- `bundle exec rspec
spec/services/automation_rules/action_service_spec.rb`


------
https://chatgpt.com/codex/tasks/task_e_6870c5f7b8b88326a9bd60b2ba710ccd

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-07-16 09:57:35 +05:30
Aman Kumar
0ea616a6ea
feat: WhatsApp campaigns (#11910)
# Pull Request Template

## Description

This PR adds support for WhatsApp campaigns to Chatwoot, allowing
businesses to reach their customers through WhatsApp. The implementation
includes backend support for WhatsApp template messages, frontend UI
components, and integration with the existing campaign system.

Fixes #8465

Fixes https://linear.app/chatwoot/issue/CW-3390/whatsapp-campaigns

## Type of change

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

## How Has This Been Tested?

- Tested WhatsApp campaign creation UI flow
- Verified backend API endpoints for campaign creation
- Tested campaign service integration with WhatsApp templates
- Validated proper filtering of WhatsApp campaigns in the store

## Checklist:

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

## What we have changed:

We have added support for WhatsApp campaigns as requested in the
discussion.
Ref: https://github.com/orgs/chatwoot/discussions/8465

**Note:** This implementation doesn't exactly match the maintainer's
specification and variable support is missing. This is an initial
implementation that provides the core WhatsApp campaign functionality.

### Changes included:

**Backend:**
- Added `template_params` column to campaigns table (migration + schema)
- Created `Whatsapp::OneoffCampaignService` for WhatsApp campaign
execution
- Updated campaign model to support WhatsApp inbox types
- Added template_params support to campaign controller and API

**Frontend:**
- Added WhatsApp campaign page, dialog, and form components
- Updated campaign store to filter WhatsApp campaigns separately
- Added WhatsApp-specific routes and empty state
- Updated i18n translations for WhatsApp campaigns
- Modified sidebar to include WhatsApp campaigns navigation

This provides a foundation for WhatsApp campaigns that can be extended
with variable support and other enhancements in future iterations.

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
2025-07-16 09:04:02 +05:30
Tanmay Deep Sharma
61d10044a0
feat: Whatsapp embedded signup (#11612)
## Description

This PR introduces WhatsApp Embedded Signup functionality, enabling
users to connect their WhatsApp Business accounts through Meta's
streamlined OAuth flow without manual webhook configuration. This
significantly improves the user experience by automating the entire
setup process.

**Key Features:**

- Embedded signup flow using Facebook SDK and Meta's OAuth 2.0
- Automatic webhook registration and phone number configuration
- Enhanced provider selection UI with card-based design
- Real-time progress tracking during signup process
- Comprehensive error handling and user feedback


## Required Configuration

The following environment variables must be configured by administrators
before this feature can be used:
Super Admin Configuration (via
super_admin/app_config?config=whatsapp_embedded)

- `WHATSAPP_APP_ID`: The Facebook App ID for WhatsApp Business API
integration
- `WHATSAPP_CONFIGURATION_ID`: The Configuration ID for WhatsApp
Embedded Signup flow (obtained from Meta Developer Portal)
- `WHATSAPP_APP_SECRET`: The App Secret for WhatsApp Embedded Signup
flow (required for token exchange)
![Screenshot 2025-06-09 at 11 21
08 AM](https://github.com/user-attachments/assets/1615fb0d-27fc-4d9e-b193-9be7894ea93a)


## How Has This Been Tested?

#### Backend Tests (RSpec):

- Authentication validation for embedded signup endpoints
- Authorization code validation and error handling
- Missing business parameter validation
- Proper response format for configuration endpoint
- Unauthorized access prevention

#### Manual Test Cases:

- Complete embedded signup flow (happy path)
- Provider selection UI navigation
- Facebook authentication popup handling
- Error scenarios (cancelled auth, invalid business data, API failures)
- Configuration presence/absence behavior

## Related Screenshots:

![Screenshot 2025-06-09 at 7 48
18 PM](https://github.com/user-attachments/assets/34001425-df11-4d78-9424-334461e3178f)
![Screenshot 2025-06-09 at 7 48
22 PM](https://github.com/user-attachments/assets/c09f4964-3aba-4c39-9285-d1e8e37d0e33)
![Screenshot 2025-06-09 at 7 48
32 PM](https://github.com/user-attachments/assets/a34d5382-7a91-4e1c-906e-dc2d570c864a)
![Screenshot 2025-06-09 at 10 43
05 AM](https://github.com/user-attachments/assets/a15840d8-8223-4513-82e4-b08f23c95927)
![Screenshot 2025-06-09 at 10 42
56 AM](https://github.com/user-attachments/assets/8c345022-38b5-44c4-aba2-0cda81389c69)


Fixes
https://linear.app/chatwoot/issue/CW-2131/spec-for-whatsapp-cloud-channels-sign-in-with-facebook

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
2025-07-14 21:37:06 -07:00
Chatwoot Bot
d89fa09359
chore: Update translations (#11903)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-07-14 14:52:57 +05:30
Sivin Varghese
18eb53acf4
feat: New Assistants Edit Page (#11920)
# Pull Request Template

## Description

Fixes https://linear.app/chatwoot/issue/CW-4602/assistants-edit-page

### Screenshots
<img width="1650" height="890" alt="image"
src="https://github.com/user-attachments/assets/f9834cd3-9cf3-4173-8d33-1aad04d8991e"
/>
<img width="1650" height="890" alt="image"
src="https://github.com/user-attachments/assets/a628328a-fdfd-4ee7-86b5-2a1945e0c114"
/>

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-07-12 17:02:10 +05:30
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
Chatwoot Bot
e4ba80e2f0
chore: Update translations (#11893) 2025-07-07 14:34:25 -07:00
Pranav
b72848513f
fix: Show billing upgrade page if there is a mismatch in the user count (#11886)
Disable features/show billing upgrade for accounts with more users than
the one in the license.

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-07-06 19:30:27 -07:00
Muhsin Keloth
a6cc3617c0
feat: Add the ability to mention team in private message (#11758)
This PR allows agents to mention entire teams in private messages using
`@team_name` syntax. When a team is mentioned, all team members with
inbox access are automatically notified. The scheme changes can be found
[here](https://github.com/chatwoot/prosemirror-schema/pull/34).

---------

Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
2025-07-02 19:57:59 +05:30
Pranav
ef591f848a
chore: Add open conversation option (#11828)
Added conversation_status, assignee_id, team_id, and priority to the
message_created event to allow users to build automations based on
conversation details. Also introduced a new open_conversation action.

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-07-02 10:01:50 +05:30
Sivin Varghese
d7c10b4f2a
chore: Add "Coming Soon" overlay to voice channel selector (#11835)
# Pull Request Template

###  Screenshots

**Dark**
<img width="867" alt="image"
src="https://github.com/user-attachments/assets/74f6da33-1fa1-4472-84b8-5d097f4a00e1"
/>

**Light**
<img width="867" alt="image"
src="https://github.com/user-attachments/assets/5e6d5a4c-cd95-462b-baea-ff3ac333153c"
/>

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-06-30 14:30:09 +05:30
Shivam Mishra
b26862e3d8
feat: notion OAuth setup (#11765)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-06-26 19:16:06 +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
Sivin Varghese
92c51a10de
chore: Update captain FAQ bulk action UI (#11780) 2025-06-24 16:33:42 +05:30
Chatwoot Bot
25a0c9ed91
chore: Update translations (#11724) 2025-06-17 17:13:31 -07:00
Chatwoot Bot
c8f5633d9d
chore: Update translations (#11708) 2025-06-11 18:43:15 -04:00
Chatwoot Bot
459c22054a
chore: Update translations (#11702) 2025-06-11 12:12:15 -04:00
Shivam Mishra
35f06f30e7
feat: label reports overview (#11194)
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-06-11 14:35:46 +05:30
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
Chatwoot Bot
9b8c8a3850
chore: Update translations (#11574) 2025-06-10 10:10:52 -04:00
Pranav
8bc00f707b
feat(ee): Add transcription support for audio messages (#11670)
<img width="419" alt="Screenshot 2025-06-03 at 4 25 37 PM"
src="https://github.com/user-attachments/assets/4b6ddd11-9b91-4981-a571-83746cc4d40b"
/>


Fixes https://github.com/chatwoot/chatwoot/issues/10182

---------

Co-authored-by: Sojan Jose <sojan@pepalo.com>
2025-06-05 18:29:37 -05:00
Sojan Jose
273c277d47
feat: Add conversation delete feature (#11677)
<img width="1240" alt="Screenshot 2025-06-05 at 12 39 04 AM"
src="https://github.com/user-attachments/assets/0071cd23-38c3-4638-946e-f1fbd11ec845"
/>


## Changes

Give the admins an option to delete conversation via the context menu

- enable conversation deletion in routes and controller
- expose delete API on conversations
- add delete option in conversation context menu and integrate with card
and list
- implement store action and mutation for delete
- update i18n with new strings

fixes: https://github.com/chatwoot/chatwoot/issues/947

---------

Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Pranav <pranavrajs@gmail.com>
2025-06-05 15:53:17 -05:00