This PR adds service to automate account abuse detection. Currently
based on the signup name and URL, could potentially add more context
such as usage analysis, message metadata etc.
# Pull Request Template
## Description
This PR adds the ability to see the shared contact name in Telegram
channels.
## Type of change
- [x] New feature (non-breaking change which adds functionality)
## How Has This Been Tested?
**Loom video**
https://www.loom.com/share/cd318056ad4d44d4a1fc4b5d4ad38d60?sid=26d833ae-ded9-4cf0-9af7-81eecfa37f19
## 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
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Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
Fixes#10721
This PR addresses an issue where the data migration in the CE edition
was failing due to missing models. The change ensures that the migration
process runs only when the deployment is using the EE image.
Currently, it’s unclear whether an FAQ item is generated from a
document, derived from a conversation, or added manually.
This PR resolves the issue by providing visibility into the source of
each FAQ. Users can now see whether an FAQ was generated or manually
added and, if applicable, by whom.
- Move the document_id to a polymorphic relation (documentable).
- Updated the APIs to accommodate the change.
- Update the service to add corresponding references.
- Updated the specs.
<img width="1007" alt="Screenshot 2025-01-15 at 11 27 56 PM"
src="https://github.com/user-attachments/assets/7d58f798-19c0-4407-b3e2-748a919d14af"
/>
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Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
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>
Fixes https://github.com/chatwoot/chatwoot/issues/9935
Fixes https://github.com/chatwoot/chatwoot/issues/8213
The articles were grouped by category, with locale being a derived
attribute from the category. If a category was deleted, the article
wouldn't appear on the dashboard. However, due to a bug, it would show
up in the uncategorized section on the public portal, leaving agents
unable to edit or update the article.
To address this issue, I've added a locale attribute directly to the
article. This attribute is automatically set from the category or the
portal's default locale if not supplied. The API parameters now use this
attribute to filter articles. As a result, the dashboard will display
articles even if they're not associated with a category, improving the
overall workflow.
**Main updates:**
- Add locale attribute to the Article model. Add db migration to back
fill the data based on the above logic.
- Add a new scope search_by_locale and use it instead of
search_by_category_locale.
- Update the ERB template to include the locale filter.
- Move from `joins` to `left_outer_joins` to include the articles with
no categories.
---------
Co-authored-by: Sojan <sojan@pepalo.com>
- Adding a new index on (account_id,created_at,message_type) based on
our performance improvement exercise. This index significantly improves
the page load speeds of messaging reports.
Based on our recent performant optimisation exercises, We have identified a better indexing strategy for conversations and contacts. The previous index on last_activity_at for conversations significantly slowed down conversation filters. Similarly, the new index on Contacts will allow the page rendering to improve for accounts with many contacts.
fixes: https://linear.app/chatwoot/issue/CW-3300/db-improvements
This allows a user to add/update a custom regex and a cue while defining custom attributes(Only applicable for type- text).
While adding/editing custom attributes, the values are validated against the attribute definition regex, and if it is incorrect, a cue message or default error message is shown and restricts invalid values from being saved.
Fixes: #6866
A support request that came to Chatwoot Cloud revealed that the job was timed prematurely. The default timeout for Sidekiq queues was set as 25 minutes in sidekiq.yml file. The cache was not created properly for the accounts with more than 100k conversations.
This change removes the cache logic in the previous migration and creates a new migration with a new job which processes conversations in batch.
In the recent Slack integration update, we made changes to how hooks are handled. Now, hooks require an additional check to be enabled. By default, new hooks are created in a disabled state, which might lead to issues with the hooks not being executed as expected.
This migration updates the status attribute of hooks to have 'enabled' as the default value, ensuring that new hooks are enabled by default and can function properly.
* 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>
Fixes: chatwoot/product#796
This migration adds a trigram index to the tags table on the name column. This is used to speed up the search for tags by name, this is a heavy sub-query when generating reports where labels are involved.
Trigram indexes are used to speed up LIKE queries; they are not used for equality queries. This is because the index is not a btree index, it is a GIN index. This means that the index is not ordered and so cannot be used for equality queries.
Read more: https://www.postgresql.org/docs/current/pgtrgm.html
The index is created concurrently: https://thoughtbot.com/blog/how-to-create-postgres-indexes-concurrently-in
---------
Co-authored-by: Sojan <sojan@pepalo.com>
* feat: ignore bots in avg_first_response_time
* feat: ignore bots in avg_first_response count
* feat: add bot handoff event
* feat: add handoff event listener and reporting event
* fix: ignore agent bot in first response
* refactor: calculate first_response with last handoff
* refactor: method defn order
* test: new reporting events
* feat: Revert "feat: ignore bots in avg_first_response count"
This reverts commit de1977c219a2e7a9180dd02272244fe3b3f7ce89.
* feat: Revert "feat: ignore bots in avg_first_response_time"
This reverts commit bb9171945d5e3b2f6015f4f96dd1b76b3efb6987.
* fix: business hour calculation for first_reply
* fix: event_start_time for first_response
* feat: add migration to recompute first_responses
* refactor: separate mute helpers for conversation
* refactor: rename migration
* refactor: migration script
* fix: migration typo
* fix: typo in query
* feat: update schema.rb
* Revert "feat: update schema.rb"
This reverts commit 353ef355f2d956dd219907bb66982dc90ca5d896.
* feat: update schema
* refactor: update events as a batch job
* fix: ignore the event if value is negative
* feat: don't create a new hand-off if it's already present
* refactor: break the action into smaller chunks
* refactor: update reporting listener spec
Handle the case to ensure extra bot handoffs are not created for a give conversation
* fix: import error
---------
Co-authored-by: Vishnu Narayanan <vishnu@chatwoot.com>
- Adds the backend APIs required for Microsoft Email Channels
Co-authored-by: Pranav Raj S <pranav@chatwoot.com>
Co-authored-by: Sojan <sojan@pepalo.com>
- Add more feature flags for CRM, auto_resolution, and reports
- Add a SuperAdmin link in the sidebar if the user is a super-admin
- SuperAdmin could view all the features on an account irrespective of whether the feature is enabled.
Adds the ability to lock conversation to a single thread for Whatsapp and Sms Inboxes when using outbound messages.
demo: https://www.loom.com/share/c9e1e563c8914837a4139dfdd2503feffixes: #4975
Co-authored-by: Nithin David <1277421+nithindavid@users.noreply.github.com>
- Support rendering articles over frontend URL
- Support rendering articles over help center URL
- Support rendering help center home page in the custom domain root
fixes: #3853
- Introduced DISABLE_GRAVATAR Global Config, which will stop chatwoot from making API requests to gravatar
- Cleaned up avatar-related logic and centralized it into the avatarable concern
- Added specs for the missing cases
- Added migration for existing installations to move the avatar to attachment, rather than making the API that results in 404.
