Commit Graph

320 Commits

Author SHA1 Message Date
Muhsin Keloth
26ea87a6cb
fix: Extend phone number normalization to Twilio WhatsApp (#12655)
### Problem
WhatsApp Cloud channels already handle Brazil/Argentina phone number
format mismatches (PRs #12492, #11173), but Twilio WhatsApp channels
were creating duplicate contacts
  when:
  - Template sent to new format: `whatsapp:+5541988887777` (13 digits)
  - User responds from old format: `whatsapp:+554188887777` (12 digits)

### Solution

The solution extends the existing phone number normalization
infrastructure to support both WhatsApp providers while handling their
different payload formats:

  ### Provider Format Differences
  - **WhatsApp Cloud**: `wa_id: "919745786257"` (clean number)
- **Twilio WhatsApp**: `From: "whatsapp:+919745786257"` (prefixed
format)
  
  
 ### Test Coverage

#### Brazil Phone Number Tests
  **Case 1: New Format (13 digits with "9")**
- **Test 1**: No existing contact → Creates new contact with original
format
- **Test 2**: Contact exists in same format → Appends to existing
conversation

  **Case 2: Old Format (12 digits without "9")**
- **Test 3**: Contact exists in old format → Appends to existing
conversation
- **Test 4** *(Critical)*: Contact exists in new format, message in old
format → Finds existing contact, prevents duplicate
- **Test 5**: No contact exists → Creates new contact with incoming
format

#### Argentina Phone Number Tests
  **Case 3: With "9" after country code**
  - **Test 6**: No existing contact → Creates new contact
- **Test 7**: Contact exists in normalized format → Uses existing
contact

  **Case 4: Without "9" after country code**
  - **Test 8**: Contact exists in same format → Appends to existing
  - **Test 9**: No contact exists → Creates new contact

Fixes
https://linear.app/chatwoot/issue/CW-5565/inconsistencies-for-mobile-numbersargentina-brazil-and-mexico-numbers
2025-10-28 18:16:29 +05:30
Sojan Jose
eabdfc8168
chore(sidekiq): log ActiveJob class and job_id on dequeue (#12704)
## Context

Sidekiq logs only showed the Sidekiq wrapper class and JID, which wasn’t
helpful when debugging ActiveJobs.

## Changes

- Updated `ChatwootDequeuedLogger` to log the actual `ActiveJob class`
and `job_id` instead of the generic Sidekiq wrapper and JID.

> Example
> ```
> Dequeued ActionMailer::MailDeliveryJob
123e4567-e89b-12d3-a456-426614174000 from default
> ```

- Remove sidekiq worker and unify everything to `ActiveJob`
2025-10-22 20:20:37 -07:00
Pranav
254d5dcf9a
chore: Migrate mailers from the worker to jobs (#12331)
Previously, email replies were handled inside workers. There was no
execution logs. This meant if emails silently failed (as reported by a
customer), we had no way to trace where the issue happened, the only
assumption was “no error = mail sent.”

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

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

---------

Co-authored-by: Sojan Jose <sojan@pepalo.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2025-10-21 16:36:37 -07:00
Karim
cdd3b73fc9
fix: Duplicate contacts creating for Argentina numbers (#11173) 2025-10-13 11:07:07 +05:30
Aguinaldo Tupy
78ebdbbbd8
fix: Normalize URLs with spaces in WhatsApp template parameters (#12594)
This PR fixes URL parsing errors when WhatsApp template parameters
contain URLs with spaces or special characters. The solution adds proper
URL normalization using Addressable::URI before validation, which
automatically handles space encoding and special character
normalization.

Related with https://github.com/chatwoot/chatwoot/pull/12462

## Type of change

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

## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [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

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
2025-10-08 15:33:06 +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
b75ea7a762
feat: Use resolved contacts as base relation for filtering (#12520)
This PR has two changes to speed up contact filtering

### Updated Base Relation

Update the `base_relation` to use resolved contacts scope to improve
perf when filtering conversations. This narrows the search space
drastically, and what is usually a sequential scan becomes a index scan
for that `account_id`

ref: https://github.com/chatwoot/chatwoot/pull/9347
ref: https://github.com/chatwoot/chatwoot/pull/7175/

Result: https://explain.dalibo.com/plan/c8a8gb17f0275fgf#plan


## Selective filtering in Compose New Conversation

We also cost of filtering in compose new conversation dialog by reducing
the search space based on the search candidate. For instance, a search
term that obviously can’t be a phone, we exclude that from the filter.
Similarly we skip name lookups for email-shaped queries.

Removing the phone number took the query times from 50 seconds to under
1 seconds

### Comparison

1. Only Email: https://explain.dalibo.com/plan/h91a6844a4438a6a 
2. Email + Name: https://explain.dalibo.com/plan/beg3aah05ch9ade0
3. Email + Name + Phone:
https://explain.dalibo.com/plan/c8a8gb17f0275fgf
2025-09-25 15:26:44 +05:30
Macoly Melo
e68522318b
feat: Enable lock to single thread settings for Telegram (#12367)
This PR implements the **"Lock to Single Conversation"** option for
Telegram inboxes, bringing it to parity with WhatsApp, SMS, and other
channels.

- When **enabled**: resolved conversations can be reopened (single
thread).
- When **disabled**: new messages from a resolved conversation create a
**new conversation**.
- Added **agent name display** in outgoing Telegram messages (formatted
as `Agent Name: message`).
- Updated frontend to display agent name above messages in the dashboard
(consistent with WhatsApp behavior).

This fixes [#8046](https://github.com/chatwoot/chatwoot/issues/8046).

## Type of change

Please delete options that are not relevant.

- [ ] 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?

- Unit tests added in
`spec/services/telegram/incoming_message_service_spec.rb`
- Scenarios covered:
  - Lock enabled → reopens resolved conversation
  - Lock disabled → creates new conversation if resolved
  - Lock disabled → appends to last open conversation
- Manual tests:
  1. Create a Telegram conversation
  2. Mark it as resolved
  3. Send a new message from same user
  4.  Expected: new conversation created (if lock disabled)


## 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
- [ ] 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

## Additional Documentation

For full technical details of this implementation, please refer to:  

[TELEGRAM_LOCK_TO_SINGLE_CONVERSATION_IMPLEMENTATION_EN.md](./TELEGRAM_LOCK_TO_SINGLE_CONVERSATION_IMPLEMENTATION_EN.md)

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-09-24 11:35:14 +05:30
Eduardo Policarpo
46b75e1b03
feat(whatsapp): add optional phone_number_id parameter to media retrieval API (#11823)
## Description

This pull request introduces an optional parameter, `phone_number_id`,
to the WhatsApp API call responsible for retrieving media. The addition
of this parameter allows for greater flexibility when interacting with
the WhatsApp API, as it can now accommodate scenarios where specifying a
particular phone number ID is necessary. This change is backward
compatible and does not affect existing functionality if the parameter
is not provided.

Fixes # (issue)

## Type of change

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

## How Has This Been Tested?

The changes were tested locally by invoking the WhatsApp media retrieval
API with and without the `phone_number_id` parameter. Both scenarios
were verified to ensure that:

- When `phone_number_id` is provided, the API call includes the
parameter and functions as expected.
- When `phone_number_id` is omitted, the API call continues to work as
before, maintaining backward compatibility.

No errors or warnings were observed during testing, and all relevant
unit tests passed successfully.

## 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>
2025-09-23 09:16:59 +05:30
Honza Sterba
8162473eb6
fix: Contact search by phone number (#10386)
# Pull Request Template

## Description

when filtering contacts by phone number a + is always added to the
begining of the query, this means that the filtering breaks if the
complete phone number with international code and + is entered

## Type of change

Please delete options that are not relevant.

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

## How Has This Been Tested?

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.

Updated automated tests
Tested manually with contact filtering 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>
2025-09-22 18:59:30 +05:30
mix5003
0e41263f9c
fix: Ensure messages go to correct conversation when receive multi user in 1 LINE webhook (#12322)
# Pull Request Template

## Description
Ensure messages go to correct conversation when receive multi user in 1
LINE webhook.
base on
[document](https://developers.line.biz/en/reference/messaging-api/#webhook-event-objects:~:text=There%20is%20not%20necessarily%20one%20user%20per%20webhook).
it said
```
There is not necessarily one user per webhook. 
A message event from person A and a follow event from person B may be in the same webhook.
```

this PR has 1 break changes.
In old version. when receive
[follow](https://developers.line.biz/en/reference/messaging-api/#follow-event)
event, it will create conversation with no messages.
After this PR. when receive follow event, it will not create
conversation, contact and messages

## Type of change

Please delete options that are not relevant.

- [x] Bug fix (non-breaking change which fixes an issue)
- [ ] New feature (non-breaking change which adds functionality)
- [x] 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?
add test case.
and follow event test by delete conversation, and block and unblock line
account

## Checklist:

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

---------

Co-authored-by: mix5003 <mix5003@debian.debian>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
2025-09-22 17:05:25 +05:30
mix5003
b5deecc9f9
feat: Accept file attachment in line channel (#12321)
# Pull Request Template

## Description
This pull request allow LINE to receive files. 

## Type of change

Please delete options that are not relevant.

- [ ] 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?
add testcase. and test manually by myself.
in case you want to test in android, use native share method to share
files to LINE.
you can share more file types to LINE (native line share only send
image,video and audio).


## Checklist:

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

---------

Co-authored-by: mix5003 <mix5003@debian.debian>
Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-09-22 15:06:28 +05:30
Tanmay Deep Sharma
239c4dcb91
feat: MFA (#12290)
## Linear:
- https://github.com/chatwoot/chatwoot/issues/486

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

## Type of change

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

## How Has This Been Tested?

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

## Checklist:

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

---------

Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-09-18 20:19:24 +05:30
Vishnu Narayanan
9527ff6269
feat: Add support for labels in automations (#11658)
- Add support for using labels as an action event for automation
 - Fix duplicated conversation_updated event dispatch for labels
 

Fixes https://github.com/chatwoot/chatwoot/issues/8539 and multiple
issues around duplication related to label change events.
---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-09-18 14:17:54 +05:30
Pranav
cc21016e6d
feat: Add support for customizing expiry of widget token (#12446)
This PR is part of https://github.com/chatwoot/chatwoot/pull/12259. It
adds a default expiry of 180 days for tokens issued on the widget. The
expiry can be customized based on customer requests and internal
security requirements.

Co-authored-by: Balasaheb Dubale <bdubale@entrata.com>
2025-09-16 12:41:05 +05:30
Muhsin Keloth
7d6a43fc72
feat: Added the backend support for twilio content templates (#12272)
Added comprehensive Twilio WhatsApp content template support (Phase 1)
enabling text, media, and quick reply templates with proper parameter
conversion, sync capabilities.

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

---------

Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-08-24 10:05:15 +05:30
Tanmay Deep Sharma
6b42ff8d39
fix: setup webhook for create and update should be done after db commit (#12176)
## Reference
https://github.com/chatwoot/chatwoot/pull/12149#issuecomment-3178108388

## Description

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

## Type of change

Please delete options that are not relevant.

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

## How Has This Been Tested?

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


## Checklist:

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

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-08-13 20:53:31 +05:30
Muhsin Keloth
48fa7bf72b
fix: Handle nil processed_params for WhatsApp templates without params (#12177)
WhatsApp templates without parameters (body-only templates like
notifications, confirmations) were failing to send with the error:
ArgumentError (Unknown legacy format: NilClass). This affected all
parameter-less templates across marketing messages, notifications, and
utility templates.
2025-08-12 22:56:53 +05:30
Muhsin Keloth
dbb164a37d
fix: Improve WhatsApp template message error handling (#12168)
WhatsApp template message errors were not being properly handled because
the `@message instance` variable was only set in the `send_message`
method but not in `send_template`. When template sending failed, the
`handle_error` method couldn't update the message status due to the
missing @message reference, resulting in silent failures with no user
feedback.
2025-08-12 16:31:56 +05:30
Muhsin Keloth
fdcfed2cd7
feat: Add WhatsApp profile for contact name resolution (#12123)
Fixes https://linear.app/chatwoot/issue/CW-4397/whatsapp-contacts-name-update-after-responsd-to-template
2025-08-12 14:20:52 +05:30
Muhsin Keloth
28452b300d
chore: WhatsApp template message error handling for invalid templates (#12157) 2025-08-11 20:08:52 +05:30
Muhsin Keloth
6784eb9b3d
feat: Enhanced WhatsApp template support with media headers (#11997) 2025-08-11 18:49:05 +05:30
Sojan Jose
3214d06a83
fix: Error shouldn't halt the campaign for entire audience (#11980)
## Summary
- handle Twilio failures per contact when running one-off SMS campaigns
- rescue errors in WhatsApp and generic SMS one-off campaigns so they
continue
- add specs confirming campaigns continue sending when a single contact
fails

fixes:  https://github.com/chatwoot/chatwoot/issues/9000

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-08-11 12:03:48 +05:30
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
Muhsin Keloth
f984d745e7
feat: Integrate Twilio WhatsApp ProfileName for contact name resolution (#12122)
- Update existing contacts retroactively when ProfileName is available
- Only update contacts whose names exactly match their phone numbers
2025-08-07 12:53:39 +05:30
Muhsin Keloth
855dd590ab
fix: Use WhatsApp profile name for contacts created via Twilio (#12105)
- Use `ProfileName` parameter from Twilio WhatsApp webhooks when
creating contacts
- Fall back to formatted phone number for regular SMS contacts
2025-08-05 13:55:24 +05:30
Pranav
7e70f7a68a
fix: Disable automations on auto-reply emails (#12101)
The term "sorcerer’s apprentice mode" is defined as a bug in a protocol
where, under some circumstances, the receipt of a message causes
multiple messages to be sent, each of which, when received, triggers the
same bug. - RFC3834

Reference: https://github.com/chatwoot/chatwoot/pull/9606

This PR:
- Adds an auto_reply attribute to message.
- Adds an auto_reply attribute to conversation. 
- Disable conversation_created / conversation_opened event if auto_reply
is set.
- Disable message_created event if auto_reply is set.

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-08-05 13:17:06 +05:30
Muhsin Keloth
60a1e9b15d
fix: Populate meta field for whatsApp shared contacts (#12097)
Fixes https://github.com/chatwoot/chatwoot/issues/11999
2025-08-04 14:50:45 -07:00
Shivam Mishra
c09e875c83
feat: skip inbox filter if the user has access to all inboxes (#12043) 2025-07-25 15:29:10 +05:30
Tanmay Deep Sharma
8262123481
feat: Remove subscription on WhatsApp inbox delete (#11977)
- remove webhook subscription while deleting a whatsapp inbox created
via embedded signup

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-07-24 14:04:19 +04:00
Shivam Mishra
e5ee6027b4
feat: don't add inbox condition for admins in search (#12028) 2025-07-23 16:30:07 +04:00
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
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
mix5003
19d8f6bac5
fix: input_select styles in Line channel (#11805) 2025-07-02 12:33:29 +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
Muhsin Keloth
b1893c7d96
fix: Support location messages in Twilio WhatsApp integration (#11830)
Fixes location messages not appearing in conversations when sent via
Twilio. Location messages were being filtered out due to empty body
content and missing parameter handling.

![CleanShot 2025-06-27 at 20 48
12](https://github.com/user-attachments/assets/b5a75796-6937-49bc-b689-7d04f4ea5d09)
2025-06-30 11:35:32 +05:30
Tanmay Deep Sharma
a2857cac38
feat: Expose custom attributes in conversation to Captain (#11769)
# Pull Request Template

## Linear Link

https://linear.app/chatwoot/issue/CW-4480/expose-custom-attributes-in-conversation-to-captain-so-that-it-can

## Description

Expose custom attributes in conversation to Captain so that it can
provide more information

## Type of change

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

## How Has This Been Tested?

![Screenshot 2025-06-19 at 9 50
45 AM](https://github.com/user-attachments/assets/5216e116-bd89-4d0c-b6a6-416b082638f7)
![Screenshot 2025-06-19 at 9 50
40 AM](https://github.com/user-attachments/assets/a81cb4ad-973b-405c-b188-295d1acce814)



## 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
2025-06-20 10:58:00 -07:00
ruslan
b87b7972c1
feat(channel): add support for Telegram Business bots (#10181) (#11663)
Added support for Telegram Business bots. Telegram webhooks from such bots include the business_message field, which we transform into a standard message for Chatwoot. This PR also modifies how we handle replies, attachments, and image uploads when working with Telegram Business bots.

demo: https://drive.google.com/file/d/1Yz82wXBVRtb-mxjXogkUju4hlJbt3qyh/view?usp=sharing&t=4

Fixes #10181
2025-06-16 20:35:23 -07:00
Muhsin Keloth
f4381e3b5d
feat: Add activity messages for linear actions (#11654) 2025-06-13 11:57:11 +05:30
João Gabriel Franco
d52f4267ba
feat: Add i18n on whatsapp list button (#10852)
Fixes #10862

---------

Co-authored-by: Pranav <pranav@chatwoot.com>
2025-06-11 22:19:36 -04:00
Michael Choi
68bfbc7eb0
feat: Add liquid processing for SMS campaigns (#10981)
Liquid template processing for SMS campaigns
fixes: https://github.com/chatwoot/chatwoot/issues/10980

Co-authored-by: Sojan Jose <sojan@pepalo.com>
2025-06-11 13:16:44 -04:00
Muhsin Keloth
7a67799f35
fix: Send CSAT survey only when agent can reply in conversation (#11637) 2025-06-11 22:45:32 +05:30
Uchkun Rakhimov
c0d9533b3a
feat: add support for telegram circular video messages (#11504)
This PR adds support for handling Telegram's video_note messages (circular video messages), which are commonly used for short voice-style video replies in messaging.

Fixes: #11503

Co-authored-by: Sojan Jose <sojan@pepalo.com>
2025-06-10 17:31:28 -04:00
mix5003
c710cbe370
feat: Add message support for input_select type in Facebook (#11627) 2025-06-10 16:15:11 +05:30
mix5003
cf1d0de294
feat: Add message support for input_select type in LINE (#11628)
# Pull Request Template

## Description

Added input_select message type support for LINE

## Type of change

Please delete options that are not relevant.

- [ ] 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?

add testcase. and test manually by myself


## 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
- [ ] 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>
2025-06-10 15:10:51 +05:30
Shivam Mishra
02c4863d95
feat: improve article search ranking (#11640) 2025-06-03 12:01:17 +05:30
Pranav
70c29f699c
fix(revert): "fix: Send CSAT survey only when agent can reply in conversati… (#11634)
…on (#11584)"

This reverts commit b5ebc47637.

# 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
2025-05-29 16:52:33 -06:00
Muhsin Keloth
b5ebc47637
fix: Send CSAT survey only when agent can reply in conversation (#11584)
Fixes https://github.com/chatwoot/chatwoot/issues/11569

 ## Problem
On platforms like WhatsApp and Facebook Messenger, customers cannot
reply to messages after 24 hours (or other channel-specific messaging
windows). Despite this limitation, the system continued sending CSAT
surveys to customers outside their messaging window, making it
impossible for them to respond.

  ## Solution
Added a check for `conversation.can_reply?` in the
`should_send_csat_survey?` method. This leverages the existing
`MessageWindowService` which already handles all channel-specific
messaging window logic.
2025-05-28 19:34:11 +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
Shivam Mishra
3ce026e2bc
feat: save timezone from leadsquared API (#11583) 2025-05-28 09:46:59 +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
Vishnu Narayanan
d40a59f7fa
feat: automate account deletion (#11406)
- Automate the deletion of accounts that have requested deletion via
account settings.
- Add a Sidekiq job that runs daily to find accounts that have requested
deletion and have passed the 7-day window.
- This job deletes the account and then soft-deletes users if they do
not belong to any other account.
- This job also sends an email to the Chatwoot instance admin for
compliance purposes.
- The Chatwoot instance admin's email is configurable via the
`CHATWOOT_INSTANCE_ADMIN_EMAIL` global config.

---------

Co-authored-by: Sojan Jose <sojan@pepalo.com>
2025-05-23 12:58:13 +05:30
Shivam Mishra
deeb6d4e3f
fix: Ignore private notes from the last 5 min when determining if an out of office message should be sent (#11552)
A while back, we added a UX enhancement that disabled sending the OOO
message when an agent had replied to the conversation in the last 5
minutes.

https://github.com/chatwoot/chatwoot/pull/11073

This would not send a "we will be back" message even if that reply was a
private note. This would break for bots that posted private notes, and
even for agents who need to just add a note and not actually reply to
the email.
2025-05-22 08:50:28 -07:00
Shivam Mishra
99de5f4257
fix: phone number handling in leadsquared (#11527)
Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-05-22 13:34:27 +05:30
Sojan Jose
bc42aec68e
chore: upgrade ruby version to 3.4.4 (#11524)
- Chore upgrade ruby version to 3.4.4 before we migrate to rails 7.2
over #11037
2025-05-21 19:40:07 +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
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
Tanmay Deep Sharma
e9cda40b71
fix: Twilio multiple attachment fix (#11452) 2025-05-16 08:56:37 +05:30
Pranav
bce1f58e86
chore: Update LLM formatter classes to include additional details (#11491)
This PR introduces support for optionally exposing more data during LLM
function calls. This will be useful as we expand Copilot’s capabilities.

Changes included:
- Add support for ArticleLlmFormatter
- Add missing specs for ContactLLMFormatter and ArticleLLMFormatter
- Add additional spec for ConversationLLMFormatter based on config
2025-05-15 17:47:37 -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
Muhsin Keloth
e0097ab102
chore: Centralize outgoing message reply restrictions for all the channels (#11279) 2025-04-12 08:52:12 +05:30
Muhsin Keloth
bdcb080e40
feat: Handle instagram test service (#11244)
This PR will handle the Instagram test events. We are using the last
created Instagram channel as the test channel since we don't have any
other channels for testing purposes at the time of Meta approval.



https://github.com/user-attachments/assets/98302b7a-d72c-4950-9660-861a5e08d55f

---------

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>
2025-04-11 19:11:29 +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
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
Pranav
8bf2081aff
feat: Add webhook event support for macros (#11235)
Fixes https://github.com/chatwoot/chatwoot/issues/5968

We will not support custom payload in V1.
2025-04-02 20:26:55 -07:00
Sojan Jose
ca83a27e95
chore(refactor): Improve conversation permission filtering (#11166)
1. Add permission filter service to separate permission filtering logic
from conversation queries
2. Implement hierarchical permissions with cleaner logic:
   - conversation_manage gives access to all conversations
- conversation_unassigned_manage gives access to unassigned and user's
conversations
- conversation_participating_manage gives access only to user's
conversations

---------

Co-authored-by: Pranav <pranav@chatwoot.com>
2025-03-31 19:30:02 -07:00
Pranav
9fb3053007
fix: Add support for named parameter templates in WhatsApp (#11198)
The expected payload on WhatsApp Cloud API is the following. 
```json
{ 
  "template": {
    "name": "TEMPLATE_NAME",
    "language": {
      "code": "LANGUAGE_AND_LOCALE_CODE"
    },
    "components": [
         "<NAMED_PARAMETER_INPUT>",
         "<POSITIONAL_PARAMETER_INPUT>"
     ]
  }
}
```
Named templates expect a `parameter_name`

```json
{
   "type": "body",
    "parameters": [
      {
        "type": "text",
        "parameter_name": "customer_name",
        "text": "John"
      },
      {
        "type": "text",
        "parameter_name": "order_id",
        "text": "9128312831"
      }        
    ]
}
```

In this PR, we would check if the template is a name template, then we
would send the `parameter_name` as well.

Reference: https://github.com/chatwoot/chatwoot/issues/10886
2025-03-28 14:07:03 -07:00
Vishnu Narayanan
0175714d65
feat: add job to remove stale contacts and contact_inboxes (#11186)
- Add a job to remove stale contacts and contact_inboxes across all accounts

Stale anonymous contact is defined as 
- have no identification (email, phone_number, and identifier are NULL)
- have no conversations
- are older than 30 days

---------

Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2025-03-28 12:18:39 +05:30
Shivam Mishra
50efd28d16
feat: Add support for frontend filtering of conversations (#11111)
This pull request includes significant changes to the filtering logic
for conversations in the frontend, here's a summary of the changes

This includes adding a `matchesFilters` method that evaluates a
conversation against the applied filters. It does so by first evaluating
all the conditions, and later converting the results into a JSONLogic
object that can be evaluated according to Postgres operator precedence

### Alignment Specs

To ensure the frontend and backend implementations always align, we've
added tests on both sides with same cases, for anyone fixing any
regressions found in the frontend implementation, they need to ensure
the existing tests always pass.

Test Case | JavaScript Spec | Ruby Spec | Match?
-- | -- | -- | --
**A AND B OR C** | Present | Present | Yes
Matches when all conditions are true | Present | Present | Yes
Matches when first condition is false but third is true | Present |
Present | Yes
Matches when first and second conditions are false but third is true |
Present | Present | Yes
Does not match when all conditions are false | Present | Present | Yes
**A OR B AND C** | Present | Present | Yes
Matches when first condition is true | Present | Present | Yes
Matches when second and third conditions are true | Present | Present |
Yes
**A AND B OR C AND D** | Present | Present | Yes
Matches when first two conditions are true | Present | Present | Yes
Matches when last two conditions are true | Present | Present | Yes
**Mixed Operators (A AND (B OR C) AND D)** | Present | Present | Yes
Matches when all conditions in the chain are true | Present | Present |
Yes
Does not match when the last condition is false | Present | Present |
Yes

---------

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>
2025-03-24 19:39:04 -07:00
Muhsin Keloth
41d6f9a200
chore: Add cache to improve widget performance (#11163)
- Add dynamic importing for routes.
- Added caching for `campaign`, `articles` and `inbox_members` API end
points.

---------

Co-authored-by: Pranav <pranavrajs@gmail.com>
2025-03-24 16:04:49 -07:00
Pranav
d355801555
fix: Do not allow sending messages if merged contact has a duplicate session (#11152)
In this PR https://github.com/chatwoot/chatwoot/pull/11139, if there is
an attempt to create a duplication session for the contact in the same
inbox, we will anonymize the old session.

This PR would prevent sending messages to the older sessions. The
support agents will have to create a new conversation to continue
messages with customer.
2025-03-21 18:04:46 -07:00
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
Shivam Mishra
4c26fe5d57
feat: use gin index for message search (#11107)
This PR updates the search implementation to better utilize the GIN
indexes. The option is toggled behind a feature flag for us to test it
internally before making it available publicly
2025-03-19 12:56:23 +05:30
Pranav
ae694da6c1
chore: Disable sending outgoing messages if the conversation is active (#11073)
At 5 PM, when business hours officially end, an automatic out-of-office
message is sent to customers. However, this creates a poor experience if
an agent is actively chatting with the customer. This update ensures
that the out-of-office message is only sent if no agent message has been
sent in the last 5 minutes. If the customer reaches out again after 5
minutes, the out-of-office message will be triggered.
2025-03-12 19:22:44 -07:00
Shivam Mishra
8d85a02ca9
feat: handle Channel errors (#11015)
This PR adds missing error handlers for the following channels and cases

1. WhatsApp - Generic Handlers for both Cloud and 360Dialog (Deprecated)
2. Instagram - Handler for a case where there is an HTTP error instead
of an `:error` in the 200 response
3. Facebook - Errors from the two sentry issues
([Net::OpenTimeout](https://chatwoot-p3.sentry.io/issues/6164805227) &
[JSON::ParserError](https://chatwoot-p3.sentry.io/issues/5903200786))
4. SMS: Generic handlers for Bandwidth SMS

#### Checklist

- [x] Bandwidth SMS
- [x] Whatsapp Cloud + 360 Dialog
- [x] Twilio SMS
- [x] Line
- [x] Telegram
- [x] Instagram
- [x] Facebook
- [x] GMail
- [x] 365 Mail
- [x] SMTP Mail

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-03-06 20:09:47 +05:30
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
Sojan Jose
e97489f534
chore: Disable email notifications for unconfirmed users (#10964)
- disable email notifications if the user hasn't confirmed the email yet, as there is potential chance for the emails to bounce
2025-02-24 12:14:40 -08:00
Sivin Varghese
dc728faafb
feat: Adds support for telegram contact sharing (#10841)
# Pull Request Template

## Description

This PR adds support for displaying shared contacts in a Telegram
channel.

**NB:** Tested with both old and new bubbles. 
Multiple numbers for a single contact are not supported at this time,
but multiple contacts are supported.
In the future, we can add support for displaying contact names as well.

## Type of change

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

## How Has This Been Tested?

**Loom video**

https://www.loom.com/share/95efadace3194887bc0663c53e7c08bc?sid=a5c27176-3dd8-456c-80b9-c63dbb89dca1


## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
2025-02-06 14:23:08 +05:30
Pranav
1b1ba3f8dd
fix: Update the photo/video caption when an update event is received (#10804)
The update ensures proper handling of text updates in photo/video
messages by accounting for the caption attribute in addition to the text
attribute. This change enables consistent processing across both
messages.

Fixes https://github.com/chatwoot/chatwoot/issues/10760

Note: TIL, you can update the video/photo you’ve sent on Telegram, not
just the text. Currently, we’re not handling this. To support it, we
need to parse the payload and update the attachments accordingly. This
could be taken as a followup.
2025-02-03 12:44:10 -08:00
Sojan Jose
c75ed1ef69
fix: Prevent duplicate notifications for mentions (#10675)
This PR addresses an issue where mention_notification was being
overwritten by assigned_conversation_new_message notifications.
Similarly, participating_conversation_new_message was taking priority
over assigned_conversation_new_message.

The fix ensures that additional notifications are not created in these
scenarios by establishing a priority order for notifications as follows:

1. mention_notification
2. assigned_conversation_new_message
3. participating_conversation_new_message

This change maintains consistency and prevents redundant notifications.

----

Note: In the older implementation of notifications in Chatwoot,
notification objects were created only if the user had subscribed to a
specific notification type. With the new inbox_view model, we are
changing this approach to create notification objects in all cases. This
PR updates the services to remove reliance on notification preferences,
simplifying the logic.


----

Caveat: Since we don’t create extra notifications for new messages if a
mention_notification already exists, a user subscribed to
new_message_notification push/email notifications but not to
mention_notification will not receive notifications in these cases.
2025-01-13 11:20:31 +05:30
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
Vishnu Narayanan
9a405d65ba
fix: RemoveStaleRedisKeys service (#10562)
Fixes issues with RemoveStaleRedisKeys service

Co-authored-by: Sojan <sojan@pepalo.com>
2024-12-11 03:38:25 +08:00
caspar
8773929c0e
fix: Fix line sticker URL to prevent certain images from failing to d… (#10416)
This commit fixes the issue with Line stickers URLs to prevent certain
images from failing to display. The problem was due to the use of
incorrect URLs. The original URLs pointed to the `iphone` variant, which
failed to load properly in some cases. The fix updates the URLs to use
the `android` variant, ensuring all images are displayed correctly.

### Example:  
- Original (failing URL):  

`https://stickershop.line-scdn.net/stickershop/v1/sticker/17/iphone/sticker.png`
- Fixed (working URL):  

`https://stickershop.line-scdn.net/stickershop/v1/sticker/17/android/sticker.png`


## How Has This Been Tested?

1. Verified the updated URLs by loading multiple Line sticker images to
ensure they display correctly.
2. Tested in both local and production-like environments to confirm the
fix resolves the issue.
3. Reviewed logs to ensure no additional errors are generated related to
Line sticker URLs.
2024-11-15 17:27:58 +04:00
Clairton Rodrigo Heinzen
96f4f50d2d
feat: Add the ability to un-assign teams using automation (#9668)
Co-authored-by: Pranav <pranavrajs@gmail.com>
2024-06-26 12:40:36 -07:00
Pranav
ee2844877c
fix: Add catch for additional webpush errors (#9662)
Webpush gem throws errors such as `WebPush::ExpiredSubscription`,
`WebPush::InvalidSubscription`, `WebPush::Unauthorized`. We handled only
ExpiredSubscription.

If the SDK threw any other errors, it would pause sending the
notification to all other devices for that user. This change would
update the logic to remove the expired subscription and handle the rest
of the errors gracefully.

Fixes
https://linear.app/chatwoot/issue/CW-3399/webpushinvalidsubscription-host-fcmgoogleapiscom-nethttpnotfound-404
2024-06-21 14:58:36 -07:00
Muhsin Keloth
9046730206
feat: FCM HTTP v1 API changes (#9629)
Fixes https://linear.app/chatwoot/issue/CW-3210/legacy-firebase-changes
2024-06-18 10:38:06 +05:30
Shivam Mishra
650fee58a6
feat: add Google Email fetch and OAuth token refresh service (#9603)
This PR adds the following changes

1. Add `Imap::GoogleFetchEmailService` and
`Google::RefreshOauthTokenService`. The
`Google::RefreshOauthTokenService` uses
`OmniAuth::Strategies::GoogleOauth2` which is already added as a packge
2. Update `Inboxes::FetchImapEmailsJob` to handle Google inboxes
3. Add SMTP settings for Google in `ConversationReplyMailerHelper` to
allow sending emails


## Preview

#### Incoming emails

![CleanShot 2024-06-06 at 17 17
22@2x](https://github.com/chatwoot/chatwoot/assets/18097732/9d7d70d1-68e3-4c16-b1ca-e5a2e6f890e8)

#### Outgoing email

![CleanShot 2024-06-06 at 17 18
05@2x](https://github.com/chatwoot/chatwoot/assets/18097732/1b4abf0e-e311-493e-bdc8-386886afbb25)

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2024-06-11 14:22:03 +05:30
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
Sojan Jose
ac93af6028
feat: Support document file uploads on telegram channel (#9266) 2024-05-02 14:05:14 -07:00
Pranav
77db0d0701
feat: Add configurable interval for IMAP sync (#9302) 2024-04-25 18:58:20 -07:00
Pranav
e8fe3c7c05
fix: Terminate IMAP connection after the job is complete (#9225) 2024-04-11 15:47:43 -07:00
Sojan Jose
1303469087
feat: Ability filter blocked contacts (#9048)
- This PR introduces the ability to filter blocked contacts from the contacts filter UI
2024-03-20 18:11:50 +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
Sivin Varghese
476077ab84
fix: Update location component to avoid overflow, handle location title from Telegram payload (#9113)
Co-authored-by: Pranav <pranav@chatwoot.com>
2024-03-14 22:53:43 -07:00