Commit Graph

593 Commits

Author SHA1 Message Date
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
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
Muhsin Keloth
01acbe3cda
feat: Add user attribution to Linear integration with actor authorization (#11774)
- Add `actor=app` parameter to Linear OAuth authorization URL for
consistent app-level authorization
https://linear.app/developers/oauth-actor-authorization
- Implement user attribution for Linear issue creation and linking using
`createAsUser` and `displayIconUrl` parameters
- Enhance Linear integration to properly attribute actions to specific
Chatwoot agents

**Note**
- The displayIconUrl parameter is being sent correctly to Linear's
GraphQL API (verified through testing), but there is an issues with icon
is not attaching properly.
- We might need to disconnect the integration connect again.
2025-07-01 16:49:26 +05:30
Muhsin Keloth
14ba73fc63
fix: Revoke Linear OAuth token when integration is deleted (#11838)
When users delete the Linear integration from their Chatwoot dashboard,
the access token remains valid in Linear's system. This causes the
integration to still appear as connected in Linear's UI, even though
it's been removed from Chatwoot. Users need to manually disconnect from
Linear's side to fully remove the integration.


https://www.loom.com/share/5c102cbdf02e49bcb7a6fa6d409b531a?sid=0c664250-c867-4fc8-b44d-e1c1165337a7
2025-07-01 13:31:02 +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
Sivin Varghese
cc8866a84e
feat: Sync Popular Articles locale with widget locale (#11754)
# Pull Request Template

## Description

This PR includes the following improvements:
* **Popular Articles Locale Selection based on Widget Locale**
  * Implements priority-based locale matching:
    * Exact locale match (e.g., "fr" === "fr")
    * Base language match (e.g., "fr" when selected is "fr_CA")
    * Variant match (e.g., "fr_BE" when selected is "fr")
* Removes default locale fallback - if no locale match is found, popular
articles section is hidden.
    
* Fixed **API** filter issue where the locale parameter was previously
ignored

* Hides Popular Articles section completely when no locale match is
found and Only shows relevant articles in the user's language


* **RTL Direction Handling Improvements**
* Now directly reads the `lang` attribute from HTML element `<html
lang="en">` instead of relying on `.locale-switcher` and sets direction
attribute based on language.

* Adds `data-dir-applied` attribute to prevent overlapping direction
settings between global helpers and components (eg case: Insert article
in editor dashboard)

* Update `IframeLoader.vue` to Composition API and improve the **dir**
logic

Fixes 
1.
[CW-4505](https://linear.app/chatwoot/issue/CW-4505/popular-articles-not-displayed-based-on-user-locale-in-live-chat),
https://github.com/chatwoot/chatwoot/issues/11745
2. RTL direction is not working in widget article view after merging
this PR https://github.com/chatwoot/chatwoot/pull/11692

## Type of change

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

## How Has This Been Tested?

### Loom video

**Popular Articles**

https://www.loom.com/share/7cecbaaa77eb48e19263398b6ba8ddef?sid=a2452b8e-7d7e-46a3-b5c8-aed5ab5bc801

**RTL improvements**

https://www.loom.com/share/3ccad77174a0412097e802641df5f3e0?sid=e10ac57f-5c49-4084-84d3-5ad58aee54fa

## 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>
2025-06-24 19:52:44 +05:30
Shivam Mishra
f6dbbf0d90
refactor: use state-based authentication (#11690)
Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-06-18 17:39:06 +05:30
Sojan Jose
16dbcabaac
feat: Enable super admin deletion of agent bots (#11748)
## Summary
- Allow super admins to remove agent bots
2025-06-17 15:41:29 -07:00
Muhsin Keloth
f4381e3b5d
feat: Add activity messages for linear actions (#11654) 2025-06-13 11:57:11 +05:30
Alex808r
0d05a07aa7
fix: Prevent display_name reset when updating password (#10374)
Fixes #10372

---------
Co-authored-by: Pranav <pranavrajs@gmail.com>
2025-06-11 19:05:30 -04:00
Pranav
4a83e70158
fix: Avoid throwing 406 for non-json requests (#11701)
Users get confused between app routes and API routes. Instead of hitting
/api, they append /app in the API call, which ends up calling the
dashboard controller and throws an error. To fix this, we added a check
to throw a 406 Not Acceptable for non-HTML requests. But Meta requires
Accept: \*/\* to return 200 for the integration to be accepted.

This change will only throw an error for JSON requests.

Fixes #11697
Fixes https://github.com/chatwoot/chatwoot/issues/11251
Fixes https://github.com/chatwoot/chatwoot/issues/11205
2025-06-10 15:12:32 -04:00
Sojan Jose
10363e77ad
chore: Add region option to Dialogflow integration (#11510)
## Summary
- support region option when configuring Dialogflow integration
- connect to region endpoint when set
- use session identification based on the region

Fixes: https://github.com/chatwoot/chatwoot/issues/4129
2025-06-05 20:01:17 -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
Shivam Mishra
b3a76289cc
feat: use tracking pixel for article view count (#11559) 2025-05-29 17:01:38 +05:30
Sojan Jose
873cfa08d8
feat: Ability to reset api_access_token (#11565)
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>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2025-05-29 14:42:13 +05:30
Shivam Mishra
b1120ae7fb
feat: allow searching articles in omnisearch (#11558)
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-05-28 13:50:50 +05:30
Sojan Jose
c2d8e2ad77
feat: move Slack config to installation settings (#11548)
- enable Slack Configuration via InstallationConfig
- list Slack integration in super admin settings
2025-05-23 01:07:35 -07:00
Sojan Jose
8697a30dc5
feat: Ability to access user tokens via Platform API (#11537)
- Add Platform API for generating user tokens 
- Add the swagger documentation.

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
2025-05-22 11:30:04 +05:30
Vishnu Narayanan
df7401f71c
fix: account email validation during signup (#11307)
- Refactor email validation logic to be a service
- Use the service for both email/pass signup and Google SSO
- fix account email validation during signup
- Use `blocked_domain` setting for both email/pass signup and Google
Sign In [`BLOCKED_DOMAIN` via GlobalConfig]
- add specs for `account_builder`
- add specs for the new service

---------

Co-authored-by: Sojan Jose <sojan@pepalo.com>
2025-05-20 20:45:39 -07:00
Sivin Varghese
ccb3672ff8
fix: Status not updating when creating a Linear issue (#11523) 2025-05-20 16:04:56 +05:30
Sivin Varghese
d0611cb7f2
feat: Improve CSAT responses (#11485)
# Pull Request Template

## Description

This PR introduces basic customization options for the CSAT survey:

* **Display Type**: Option to use star ratings instead of emojis.
* **Message Text**: Customize the survey message (up to 200 characters).
* **Survey Rules**: Send surveys based on labels — trigger when a
conversation has or doesn't have a specific label.

Fixes
https://linear.app/chatwoot/document/improve-csat-responses-a61cf30e054e

## Type of change

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

## How Has This Been Tested?

### Loom videos

**Website Channel (Widget)**

https://www.loom.com/share/7f47836cde7940ae9d17b7997d060a18?sid=aad2ad0a-140a-4a09-8829-e01fa2e102c5

**Email Channel (Survey link)**

https://www.loom.com/share/e92f4c4c0f73417ba300a25885e093ce?sid=4bb006f0-1c2a-4352-a232-8bf684e3d757

## 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: Pranav <pranavrajs@gmail.com>
2025-05-16 14:18:52 +05:30
Sojan Jose
a4c7b73888
fix: Manage Twilio SMS channel via inbox API (#11457)
- Currently Chatwoot manages Twilio Inbox creation in a separate
controller , We want to move this to inboxes api so that we have a
unified API for inbox related changes

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-05-15 12:28:54 +05:30
Pranav
27430752b5
feat: Allow agent bots to update custom attributes in accessible conversations (#11447)
Previously, agent bots weren’t allowed to edit custom attributes in
conversations. But with AI, it’s now more feasible to return accurate
and useful attributes. Since there’s no strong reason to block this,
this PR enables bots to update custom attributes.

Fixes https://github.com/chatwoot/chatwoot/issues/11378
2025-05-08 20:11:02 -07:00
Shivam Mishra
c87b2109a9
feat: allow auto resolve waiting option (#11436) 2025-05-08 12:52:17 +05:30
Shivam Mishra
b533980880
feat: Add support for minutes in auto resolve feature (#11269)
### Summary

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

###  Changes

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

###  Test plan

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

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-05-07 00:36:15 -07:00
Pranav
7cf051aba0
fix: Show campaigns only if the feature is enabled (#11420)
If the feature is disabled (manually or due to plan changes), the
customer cannot disable the existing campaigns. This PR would fix that.

Fixes
https://linear.app/chatwoot/issue/CW-3691/fix-disable-campaigns-on-plan-downgrade
2025-05-05 19:41:28 -07:00
Sojan Jose
970e76ace8
feat: API Endpoints to update message status (#11387)
- Added an api endpoint for update message status ( available only for
api inboxes )
- Moved message status management to a service. 
- Handles case where read status arrive before delivered 

fixes: #10314 , #9962
2025-04-29 15:33:11 -07:00
Shivam Mishra
1a2e6dc4ee
feat: integrate LeadSquared CRM (#11284) 2025-04-29 09:14:00 +05:30
Sojan Jose
630826baed
feat: Implement UI for Agent Bots in settings and remove CSML support (#11276)
- Add agent bots management UI in settings with avatar upload
- Enable agent bot configuration for all inbox types
- Implement proper CRUD operations with webhook URL support
- Fix agent bots menu item visibility in settings sidebar
- Remove all CSML-related code and features
- Add migration to convert existing CSML bots to webhook bots
- Simplify agent bot model and services to focus on webhook bots
- Improve UI to differentiate between system bots and account bots

## Video 





https://github.com/user-attachments/assets/3f4edbb7-b758-468c-8dd6-a9537b983f7d

---------

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: Pranav <pranav@chatwoot.com>
2025-04-16 18:02:49 +05:30
Sojan Jose
78a40114ef
feat: Use portal logo as favicon in helpcenter pages (#11289)
- Added favicon link to portal layout when logo is present
- Added tests to verify favicon behavior with and without logo
2025-04-14 19:59:56 -07:00
Vishnu Narayanan
befdfb0ae6
fix: use stricter validation to restrict gmail signups (#11285)
- use stricter validation to restrict gmail signups
2025-04-12 10:52:49 +05:30
Muhsin Keloth
d827e66453
feat: Instagram Inbox using Instagram Business Login (#11054)
This PR introduces basic minimum version of **Instagram Business
Login**, making Instagram inbox setup more straightforward by removing
the Facebook Page dependency. This update enhances user experience and
aligns with Meta’s recommended best practices.

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


## Why Introduce Instagram as a Separate Inbox?


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

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

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

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

---

## Implementation Plan

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

### Changes & Considerations

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

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


---

## Instagram Login Flow

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

---

## How to Test the Instagram Inbox

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


## Troubleshooting & Common Errors

### Insufficient Developer Role Error

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

### API Access Deactivated

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

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

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


## To-Do List

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

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2025-04-08 10:47:41 +05:30
Sojan Jose
1a78a9243f
chore: Clean up report & knowledge base policies (#11234)
- Removes the portal_members table and all associated records
- Updates policies to use custom roles with knowledge_base_manage
permission
- Updates controllers, models, and views to work without portal
membership
- Adds tests for the new permission model
2025-04-03 16:00:32 -07:00
Muhsin Keloth
7a24672b66
feat: Added the ability to create Instagram channel (#11182)
This PR is part of https://github.com/chatwoot/chatwoot/pull/11054 to
make the review cycle easier.
2025-04-03 13:57:14 +05:30
Shivam Mishra
51ad80a61e
chore: Add validations to campaign model
- Add validations to campaign model ensuring that the associated inbox belongs to one with in the campaign account.
2025-03-19 17:29:08 -07:00
Pranav
b34c526c51
feat(apps): Shopify Integration (#11101)
This PR adds native integration with Shopify. No more dashboard apps.
The support agents can view the orders, their status and the link to the
order page on the conversation sidebar.

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

Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-03-19 15:37:55 -07:00
Pranav
bf5e4a92dd
chore: Limit the number of articles retrieved by widget (#11095)
The UI displays only six articles, and this update introduces a per_page
parameter to control the number of articles returned per API call. The
value is capped between 1 and 100, with a default fallback if a lower
number is set.

This change is necessary due to high website traffic, where excessive
payloads are returned without adding value.

**Changes:** 
- Add index to status, account_id, portal_id, views.
- Add per_page param in the API.
- Update the code in the frontend to fetch only 6
2025-03-15 14:10:12 -07:00
Sojan Jose
586dc800bb
chore: Move Twilio event processing to background job (#11094)
- Twilio events were being processed synchronously, leading to slow API
responses.
- This change moves Twilio event processing to a background job to
improve performance and align with how other events (e.g., WhatsApp) are
handled.

---------

Co-authored-by: Pranav <pranav@chatwoot.com>
2025-03-15 13:51:08 -07:00
Sojan Jose
29158e32fe
chore: Logger for non-existent WhatsApp channels (#11064)
- Add a warning logger for cases where we are getting webhook events for
inactive numbers.
- Add config to discard events for inactive numbers so that the meta
will stop sending events

---------

Co-authored-by: Pranav <pranav@chatwoot.com>
2025-03-12 15:50:38 -07:00
Sojan Jose
6040e50265
chore: Ability to filter conversations with priority (#10967)
- Ability to filter conversation with priority

---------

Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-03-03 16:38:22 +05:30
Pranav
80c87da8c9
feat: Add new APIs for live reports with team filter (#10994)
This PR is part of the larger #10849 implementation and introduces a new
Live Reports API to provide real-time conversation metrics.

The /live_reports/conversation_metrics endpoint returns account-level or
team-level conversation statistics, including open, pending, unattended,
and unassigned conversation counts.

The /live_reports/grouped_conversation_metrics endpoint accepts a group
parameter, either team_id or assignee_id, and returns open and
unattended conversation counts based on the specified grouping.
2025-02-27 16:11:04 -08:00
Muhsin Keloth
12134f9391
feat: Linear OAuth 2.0 (#10851)
Fixes https://linear.app/chatwoot/issue/CW-3417/oauth-20-authentication
We are planning to publish the Chatwoot app in the Linear [integration
list](https://linear.app/docs/integration-directory). While we currently
use token-based authentication, Linear recommends OAuth2 authentication.
This PR implements OAuth2 support.

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2025-02-27 18:15:53 +05:30
Sojan Jose
43a4aa2366
feat: Ability to delete platform app from super admin (#10966)
- Add the ability to delete platform app from super admin.
2025-02-24 16:56:56 -08:00
Shivam Mishra
c88447c11f
feat: invalidate cache after inbox members or team members update (#10869)
At the moment, when updating the inbox members, or team members the
account cache used for IndexedDB is not invalidated. This can cause
inconsistencies in the UI. This PR fixes this by adding explicit
invalidation after performing the member changes

### Summary of changes

1. Added a new method `add_members` and `remove_members` to both `team`
and `inbox` models. The change was necessary for two reasons
- Since the individual `add_member` and `remove_member` is called in a
loop, it's wasteful to run the cache invalidation in the method.
- Moving the account cache invalidation call in the controller pollutes
the controller business logic
2. Updated tests across the board

### More improvements

We can make a concern called `Memberable` with usage like
`memberable_with :inbox_members`, that can encapsulate the functionality

---

Related: https://github.com/chatwoot/chatwoot/issues/10578
2025-02-20 21:28:38 -08:00
Shivam Mishra
27f7e0921e
feat: hide tokens and password on contact inbox payloads (#10888)
Contact Inbox object contained unnecessary attributes which will be removed under this PR.
2025-02-20 21:22:12 -08:00
Tarush Nagpal
11a7414dc0
feat: Upgrade Dyte apis to v2 (#10706)
# Pull Request Template

## Description

Dyte V1 API's are soon going to be deprecated, hence making sure we
update Chatwoot before that happens

Fixes #10704

## 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. Open a new or existing conversation from the inbox
2. Press the video call icon on the message composer
3. Verify that the message dialog shows up with the join video call
button
4. Verify that clicking on join call does join the call

## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] My changes generate no new warnings
- [ ] New and existing unit tests pass locally with my changes (Unable
to run this locally)

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-02-19 14:47:48 -08:00
Pranav
ccf890d855
fix: Handle JSON requests in DashboardController (#10910)
This is the error that is triggering a P0 incident in Chatwoot. 

```
DashboardController#index is missing a template for this request format and variant. request.formats: ["application/json"] request.variant: []
```

The user is calling `/app/accounts/api/v1/accounts/<account-id>/inboxes`. The URL is wrong, the requests are routed to dashboard controller as it starts with `/app/accounts`. The dashboard controller is not handling JSON requests and it creates errors. There are 312k errors over the last 2 years. Close to 50k during last 3 days.

This fix would return not_acceptable response to the attempts.
2025-02-15 09:32:50 -08:00
Sojan Jose
3fb77fe806
chore: Resolve flaky spec for Contact country sorting (#10810)
We have been encountering errors in the community pipeline for the
contacts sort by country spec. Upon investigation, it was discovered
that the spec assumes the country code is used for sorting. However, the
sorting actually relies on the country attribute.

The payload from a previous spec run indicates that none of the contact
objects include the country attribute. This fix addresses the issue by
aligning the spec with the actual implementation logic.

Here’s an example payload from the previous spec run for reference:
<img width="1063" alt="Screenshot 2025-01-31 at 6 17 44 PM"
src="https://github.com/user-attachments/assets/df9b26e8-c5d0-432a-9d2a-16f76cb66967"
/>
2025-02-03 16:54:13 +05:30
Pranav
d070743383
feat(ee): Add Captain features (#10665)
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>
2025-01-14 16:15:47 -08:00
Muhsin Keloth
b5f4e8155b
chore: Configure iOS universal linking (#10651)
- Moved `apple-app-site-association` to
`.well-known/apple-app-site-association`
https://docs.expo.dev/linking/ios-universal-links/#create-aasa-file
- Updated the paths pattern to accept conversation links only.
2025-01-08 21:25:11 +05:30
Pranav
4fd9bddb9d
feat(v4): Add API to fetch aggregate reports for inboxes (#10604)
The Inbox Overview section is being updated to offer a more detailed
report, showing an overall view of the account grouped by inboxes. To
view detailed reports and access specific graphs for individual inboxes,
click on the inbox name to navigate to its dedicated report page.

---------

Co-authored-by: Sojan Jose <sojan@pepalo.com>
2024-12-19 14:47:19 -08:00
Shivam Mishra
b34dac7bbe
feat: validate query conditions (#10595)
Query conditions can take in arbitrary values, this can cause SQL
errors. This PR fixes it
2024-12-17 17:16:37 +05:30
Pranav
10a0333980
feat(ee): Add copilot integration (v1) to the conversation sidebar (#10566) 2024-12-10 15:36:48 -08:00
Sivin Varghese
3edc0542cc
fix: Fix issue with profile picture not updating (#10532)
This PR resolves the issue with updating the profile picture in the profile settings.

**Cause of issue**
The issue can be reproduced with the old `ProfileAvatar.vue` component.
While the exact reason is unclear, it seems related to cases where the
file might be `null`.

**Solution**
Replaced the old `ProfileAvatar.vue` with `Avatar.vue` and tested it. It
works fine. I’ve attached a loom video below.

Fixes https://linear.app/chatwoot/issue/CW-3768/profile-picture-bug

Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Pranav <pranavrajs@gmail.com>
2024-12-04 15:02:29 -08:00
Honza Sterba
76a4140224
fix: Feature flags are not be stored on account creation (#10387)
when creating an account via the platform API the feature flags do not get stored

Co-authored-by: Sojan Jose <sojan@pepalo.com>
2024-11-20 21:39:17 +08:00
Shivam Mishra
97d7b9d754
feat(ee): Setup @chatwoot/captain NPM library (#10389)
--- 
Co-authored-by: Sojan <sojan@pepalo.com>
Co-authored-by: Pranav <pranavrajs@gmail.com>
2024-11-11 17:39:09 -08:00
Sivin Varghese
a3855a8d1d
feat(v4): Update the help center portal design (#10296)
Co-authored-by: Pranav <pranavrajs@gmail.com>
2024-10-23 22:09:36 -07:00
Shivam Mishra
f18ed01eb7
feat: use of imap login as default if present (#10249)
When moving form using Gmail Legacy auth to using OAuth, we need the
email address that will be used to connect. This is because we need to
store this email address in the cache and reuse when we get the callback
to find the associated inbox.

However there are cases where the imap login might be
`support@company.com` and the email used to communicate will be
`contact@company.com` (Probably an alias) In that case, we need to send
the correct email address to Chatwoot when re-authenticating

At the moment, we used the inbox email. This PR adds a check that
defaults to to `imap_login` if that is available and imap is enabled

This PR also fixes an unrelated problem where the email inbox creation
flow was not working

---

Tested it, it is working correctly

![CleanShot 2024-10-09 at 14 23
47@2x](https://github.com/user-attachments/assets/0e2cb6c8-1224-4b45-b34a-7b19611249bc)
2024-10-09 15:01:11 +05:30
Pranav
d79d9e8b46
fix: Include uncategorized articles in the all article section to allow edit/delete (#10153)
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>
2024-09-23 23:39:03 -07:00
Sojan Jose
fba73c7186
chore: Fix issue with deleting interactive messages (#10123)
- fix issue with deleting interactive messages
2024-09-16 21:05:39 -07:00
Muhsin Keloth
467700499b
fix: message_type in widget conversation create end point (#10120)
The `before_type_cast` method sometimes returns a string for
`message_type`, creating inconsistencies in conversation create API
response.
2024-09-16 22:34:09 +05:30
Muhsin Keloth
5d52e4e0a6
revert: "fix: message_type inconsistency across message end points" (#10119)
Reverts chatwoot/chatwoot#10108
2024-09-16 20:00:11 +05:30
Muhsin Keloth
05b8486538
fix: message_type inconsistency across message end points (#10108)
The `before_type_cast` method sometimes returns a string for
`message_type`, creating inconsistencies in different payloads. This
pull request will remove all `before_type_cast` usage and replace it
with `to_i` methods.
2024-09-16 16:14:35 +05:30
Pranav
b9ff164041
fix: Remove draft articles from the help center search (#10116)
Limit the API to return only the published articles in public help
center API.

Fixes https://github.com/chatwoot/chatwoot/issues/10026
2024-09-16 15:47:44 +05:30
Sojan Jose
8d8ec23aa1
chore: [Snyk] Security upgrade rspec-rails from 6.1.4 to 6.1.5 (#10066)
![snyk-top-banner](https://github.com/andygongea/OWASP-Benchmark/assets/818805/c518c423-16fe-447e-b67f-ad5a49b5d123)

### Snyk has created this PR to fix 1 vulnerabilities in the rubygems
dependencies of this project.

#### Snyk changed the following file(s):

- `Gemfile`



<details>
<summary>⚠️ <b>Warning</b></summary>

```
Failed to update the Gemfile.lock, please update manually before merging.
```

</details>



#### Vulnerabilities that will be fixed with an upgrade:

|  | Issue | Score | 

:-------------------------:|:-------------------------|:-------------------------
![medium
severity](https://res.cloudinary.com/snyk/image/upload/w_20,h_20/v1561977819/icon/m.png
'medium severity') | Web Cache Poisoning
<br/>[SNYK-RUBY-RACK-1061917](https://snyk.io/vuln/SNYK-RUBY-RACK-1061917)
| &nbsp;&nbsp;**616**&nbsp;&nbsp;




---

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---------

Co-authored-by: snyk-bot <snyk-bot@snyk.io>
2024-09-16 09:44:07 +05:30
Muhsin Keloth
528b984a8d
feat: Extend upload API end point to support external images (#10062) 2024-09-05 10:42:54 +05:30
Muhsin Keloth
429d281501
fix: Handle OpenAI API errors (#9560) 2024-08-22 10:24:13 +05:30
Pranav
77b718c22c
fix: Remove user.permissions, resolve it from accounts (#9990)
Remove the `user.permissions` field and resolve the permissions directly
from the accounts array in the user. This change ensures that the cache
or previous values from the last active account don't affect the
permissions.

In this PR: 
- Remove user.permissions usage, replace it with getUserPermissions
method.
- Remove json.permissions from user.json.jbuilder
2024-08-21 11:36:26 +05:30
Pranav
8696a4c135
chore: Use installation config URL for captain app URL (#9874)
Use `InstallationConfig.where(name: 'CAPTAIN_APP_URL')` instead of
`ENV.fetch('CAPTAIN_APP_URL', '')`
2024-08-02 13:17:55 +05:30
Sojan Jose
829bb842fd
feat: Generate SSO URL in Chatwoot, move Captain to primary tab (#9871)
- Generate SSO URL in Chatwoot, move Captain to the primary tab

Co-authored-by: Pranav <pranavrajs@gmail.com>
2024-08-01 19:22:34 -07:00
Sojan Jose
0331815cc5
feat: Integration with Captain (alpha) (#9834)
- Integration with captain (alpha)

Co-authored-by: Pranav <pranavrajs@gmail.com>
2024-07-25 14:24:04 -07:00
Sojan Jose
46621b0983
chore: Add permissions to auth data (#9695)
This API change sets the foundation for an upcoming frontend update, transitioning from a role-based model to a permission-based model. This new approach will determine eligibility for various actions and UI elements based on specific permissions rather than roles, enhancing flexibility and security in user access management.
2024-06-28 12:52:48 -07:00
Shivam Mishra
da4b75a3af
feat: add Google login flow and inbox creation (#9580)
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>
2024-06-07 16:37:46 +05:30
Shivam Mishra
eafd3ae44d
feat: new re-authorization flow for Microsoft (#9510)
This PR adds a cleaner re-authorization flow to Microsoft. This PR has
the following changes

1. Use `reauthorization_required` value for Microsoft Channel
2. Refactor `InboxReconnectionRequired` to reuse the `banner` component
3. Refactor `microsoft/Reauthorize.vue` to reuse
`InboxReconnectionRequired` component
4. Update `reauthorizable.rb` to update cache keys if the model has an
inbox
5. Update `microsoft/callbacks_controller.rb` to handle the
reauthorization case with a redirect to the inbox settings page if the
inbox already exists at the time of authorization.

## How Has This Been Tested?

- [x] Local Instance
- [ ] Staging Instance
- [x] Unit tests

## Pending Tasks

- [ ] ~Success Toast~ will do this in a follow-up PR with the screen

## Demo

The following video shows the whole process of creation and
re-authorization of the Microsoft channel


https://www.loom.com/share/e5cd9bd4439c4741b0dcfe66d67f88b3?sid=100f3642-43e4-46b3-8123-88a5dd9d8509

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2024-05-23 16:03:40 +05:30
Pranav
87d92f73d4
feat: Improve Report API performance (#9476)
- Re-write the methods for clarity
- Remove the dependency on the ReportHelper class.
- Remove n+1 queries in the average metric time series data.
2024-05-22 17:34:24 -07:00
Muhsin Keloth
023b3ad507
feat: Add APIs for linear integration (#9346) 2024-05-22 13:37:58 +05:30
Sojan Jose
d54492f7b5
chore: Add debug statement in spec (#9466)
- Add a debug statement to check the failed specs
2024-05-14 14:19:02 -07:00
Shivam Mishra
2ef767d60f
feat: exporting contacts takes the filters into account (#9347)
- This PR allows contacts to be exported using the current filter in CRM view

Co-authored-by: Sojan Jose <sojan@pepalo.com>
2024-05-07 20:18:36 -07:00
jderecho
0d7773d88f
feat: Draft through API for Cross-Device Support (#8018)
- Add APIs for cross-device message drafts

ref: #6890
2024-05-02 18:42:18 -07:00
Shivam Mishra
78f94511ff
feat: add sitemap for help center (#9280)
* feat: start sitemap

* feat: add base url and last mod to sitemap

* fix: typo

* test: sitemap generation

* test: add draft articles

* fix: escape dots in regex matching

* feat: perpend protocol to the url

* feat: use ChatwootApp.help_center_root

* feat: don't parse the URL

* fix: function declaration
2024-04-26 21:36:39 +05:30
Shivam Mishra
bce2a07d03
feat: do not send contact details to the widget (#9223)
* refactor: use has_email instead of email

* feat: remove usage of details directly in forms

* test: update payload

* test: fix transcript test

* refactor: use computed hasEmail

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2024-04-12 15:30:07 +05:30
Red
9013450e00
fix: Fixes 9012 Cancelling Google OAuth signup redirects user to /auth/sign_in (#9022)
Overriding new_user_session action to avoid rendering error directly in webpage
2024-04-10 12:12:48 +05:30
Sojan Jose
18bfda35b3
chore: Fix agent API returning 500 error (#9193)
- We were using the @user object in the view, which wasn't available when using api_access_token.
- Also replaced the object to @agent and added additional specs to confirm the right object

fixes: https://linear.app/chatwoot/issue/CW-3185/agent-create-api-throwing-500-response
ref: https://discord.com/channels/647412545203994635/1219928138163949568/1219928138163949568
2024-04-04 19:44:47 +05:30
Pranav
f78f278e2f
fix: Update validations for filter service (#8239)
- Refactor filter service for better readability and maintenance
- Add validations for the following:
   - If an invalid attribute is passed, a custom exception InvalidAttribute will be thrown.
   - If an invalid operator is passed, a custom exception InvalidOperator will be thrown.
   - If an invalid value (currently checking only null check), a custom exception InvalidValue will be thrown.

Fixes: https://linear.app/chatwoot/issue/CW-2702/activerecordstatementinvalid-pginvalidtextrepresentation-error-invalid
Fixes: https://linear.app/chatwoot/issue/CW-2703/activerecordstatementinvalid-pginvaliddatetimeformat-error-invalid
Fixes:  https://linear.app/chatwoot/issue/CW-2700/activerecordstatementinvalid-pgsyntaxerror-error-syntax-error-at-or


Co-authored-by: Sojan <sojan@pepalo.com>
2024-03-20 16:29:36 +05:30
Sojan Jose
3dae3ff3ad
feat: Conversation update API for sla_policy_id (#8973)
- Add an endpoint for updating conversation attributes (priority / sla_policy_id )
- Swagger spec
- minor chores around the conversation API/spec

Fixes: https://linear.app/chatwoot/issue/CW-2100/feat-backend-api-to-update-the-sla-of-a-conversation
2024-03-14 17:22:32 +05:30
Sojan Jose
881d4bf644
feat: Add backend APIs for the bot metrics (#9031)
Co-authored-by: Pranav <pranav@chatwoot.com>
2024-03-01 08:20:20 -08:00
Sojan Jose
ae4c8d818f
feat: Ability to block contacts permanently (#8922)
Co-authored-by: Pranav <pranav@chatwoot.com>
2024-02-21 14:18:42 -08:00
Shivam Mishra
c031cb19d2
fix: downcase email before finding (#8921)
* fix: downcase email when finding

* feat: add `from_email` class

* refactor: use `from_email`

* feat: add rule to disallow find_by email directly

* chore:  remove redundant test

Since the previous imlpmentation didn't do a case-insentive search, a new user would be created, and the error would be raised at the DB layer. With the new changes, this test case is redundant

* refactor: use from_email
2024-02-21 18:51:00 +05:30
CristianDuta
ebae547a60
feat: Add ability to resolve API channel conversations (#8348)
- Create a new endpoint to fetch a single conversation in client apis
- Create a new endpoint to resolve a single conversation in client apis
- Update swagger API definition to include missing endpoints

Fixes: #6329

Co-authored-by: Cristian Duta <Cristian.Duta@ti8m.ch>
2024-02-21 17:41:20 +05:30
Muhsin Keloth
e6cf8c39b7
feat: Update last_snoozed_at after the un-snooze notification (#8943) 2024-02-20 18:55:39 +05:30
Muhsin Keloth
c5c0845151
feat: Add labels, status and priority in notification push_event_data (#8972) 2024-02-20 17:17:25 +05:30
Liam
5d9fb55370
feat: Export contact improvements (#8895)
This pull request enhances the export contacts feature by adding a confirmation step before exporting. Previously, clicking the export button would trigger the export action without confirmation.

Additionally, it ensures that only the intended recipient receives the export email, addressing the previous behaviour where all administrators received it.

Fixes: #8504

Co-authored-by: Sojan Jose <sojan@pepalo.com>
2024-02-20 17:11:03 +05:30
Nithin David Thomas
721a2f5052
feat: API changes to support multi step user signup (#8933)
-API Changes to support the new onboarding flow 

Co-authored-by: Sojan <sojan@pepalo.com>
2024-02-20 16:48:51 +05:30
Sojan Jose
94892e7168
chore: Fix flaky spec relying on unguaranteed order (#8956) 2024-02-16 12:11:39 -08:00
Pranav Raj S
1ce5cbe275
feat: Add endpoints to retrieve summary of team/agents over a period of time (#8916)
- Internal APIs to prototype reporting improvements.
2024-02-13 15:44:40 +05:30
Shivam Mishra
e662336eaf
feat: handle already invited user (#8912) 2024-02-13 08:51:42 +05:30
Shivam Mishra
657843960c
feat: account onboarding with clearbit (#8857)
* feat: add clearbit lookup

* chore: fix typo in .env.example

* refactor: split lookup to reduce cognitive complexity

* feat: add more fields to lookup

* feat: extend accounts controller

* feat: save extra data to custom_attributes

* feat: allow v2 update with custom_attributes

* feat: add update route

* refactor: reduce complexity

* feat: move update to v1 controller

* test: add locale test

* feat: remove update from routes

* test: update API for custom attributes

* test: all custom attributes

* fix: v2 tests

* test: enterprise accounts controller

* fix: clearbit payload

* fix: with modified env

* feat: allow custom attributes updates to profile

* refactor: reduce complexity

* feat: allow clearbit api key in installation config

* refactor: move clearbit to internal

* feat: allow clearbit

* chore: add display_title for June

* feat: allow more internal options

* refactor: use globalconfig to fetch clearbit token

* test: move response body to a factory

* refactor: update ops

* chore: remove clearbit from .env.example

* chore: apply suggestions from code review

Co-authored-by: sojan-official <sojan@chatwoot.com>

---------

Co-authored-by: sojan-official <sojan@chatwoot.com>
2024-02-12 23:21:42 +05:30
giquieu
227d99934e
feat: Agent bot cant assign conversations to teams (#8015)
Implemented so that the API can process priority and agent/team changes per Agent Bot.

Fixes:  #7474

Co-authored-by: Sojan Jose <sojan@pepalo.com>
2024-02-12 15:51:22 +05:30
Vishnu Narayanan
5036b28e45
chore: fix git_sha in instance health (#8893)
- Fix git-hash in super admin instance health page for Heroku installations
- Fix git boundary not set error for docker/heroku deployments which remove .git directory
2024-02-12 14:33:15 +05:30
Shivam Mishra
a9ec3ae098
test: ensure that timestamp is in correct range (#8868)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2024-02-07 13:35:31 +05:30