Commit Graph

1594 Commits

Author SHA1 Message Date
Vinay Keerthi
1fbdd68222
feat: Add company auto-association for contacts (CW-5726 Part 2) (#12711)
## Description

Implements real-time company auto-association for contacts based on
email domains. This is **Part 2** of the company model production
rollout (CW-5726).

**Task:**
- When a contact is created with a business email, automatically create
and associate a company from the email domain
- When a contact is updated with an email for the first time (email was
previously nil), associate with a company
- Preserve existing company associations when email changes to avoid
user confusion
- Skip free email providers and disposable domains

**Dependencies:**
⚠️ Requires PR #12657 (Part 1: Backfill migration) to be merged first

**Linear ticket:**
[CW-5726](https://linear.app/chatwoot/issue/CW-5726/company-model-setting-it-up-on-production)

## Type of change

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

## How Has This Been Tested?

- Service specs: Tests business email detection, company creation,
association logic, edge cases (existing companies, free emails, nil
emails)
- Integration specs: Tests full callback flow for contact create/update
scenarios
- All tests passing: 10 examples, 0 failures
- RuboCop: 0 offenses

## 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] 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 (PR #12657 pending)

---------

Co-authored-by: Sojan Jose <sojan@pepalo.com>
2025-11-03 20:36:13 +05:30
Vinay Keerthi
ef54f07d5b
feat: Add company backfill migration for existing contacts (Part 1) (#12657)
## Description

Implements company backfill migration infrastructure for existing
contacts. This is **Part 1 of 2** for the company model production
rollout as described in
[CW-5726](https://linear.app/chatwoot/issue/CW-5726/company-model-setting-it-up-on-production).

Creates jobs and services to associate existing contacts with companies
based on their email domains, filtering out free email providers (gmail,
yahoo, etc.) and disposable addresses.
 

**What's included:**
- Business email detector service with ValidEmail2 (uses
`disposable_domain?` to avoid DNS lookups)
- Per-account batch job to process contacts for one account
- Orchestrator job to iterate all accounts
- Rake task: `bundle exec rake companies:backfill`

~~*NOTE*: I'm using a hard-coded approach to determine if something is a
"business" email by filtering out emails that are usually personal. I've
also added domains that are common to some of our customers' regions.
This should be simpler. I looked into `Valid_Email2` and I couldn't find
anything to dictate whether an email is a personal email or a business
one. I don't think the approach used in the frontend is valid here.~~
UPDATE: Using `email_provider_info` gem instead.


**Pending - Part 2 (separate PR):** Real-time company creation for new
contacts

## Type of change

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

## How Has This Been Tested?

```bash
# Run all new tests
bundle exec rspec spec/enterprise/services/companies/business_email_detector_service_spec.rb \\
                   spec/enterprise/jobs/migration/company_account_batch_job_spec.rb \\
                   spec/enterprise/jobs/migration/company_backfill_job_spec.rb

# Run RuboCop
bundle exec rubocop enterprise/app/services/companies/business_email_detector_service.rb \\
                     enterprise/app/jobs/migration/company_account_batch_job.rb \\
                     enterprise/app/jobs/migration/company_backfill_job.rb \\
                     lib/tasks/companies.rake
```

**Performance optimization:**
- Uses `disposable_domain?` instead of `disposable?` to avoid DNS MX
lookups (discovered via tcpdump analysis - `disposable?` was making
network calls for every email, causing 100x slowdown)

## 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: Sojan Jose <sojan@pepalo.com>
2025-11-03 20:03:47 +05:30
Sojan Jose
159c810117
feat: Bulk actions for contacts (#12763)
Introduces APIs and UI for bulk actions in contacts table. The initial
action available will be assign labels

Fixes: #8536 #12253 

## Screens

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

---------

Co-authored-by: Muhsin <muhsinkeramam@gmail.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-10-30 15:28:28 +05:30
Shivam Mishra
ce400a36d7
feat: Always process email content (#12734)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-10-30 13:36:39 +05:30
Sojan Jose
38af08534c
fix: Captain response builder not getting triggered (#12729)
## Summary
- Fix captain response builder not getting triggered for cases where
responses are created as completed.

## Testing Instructions 
- Test articles with firecrawl
- Test articles without firecrawl
- Test PDF documents

---------

Co-authored-by: Pranav <pranav@chatwoot.com>
2025-10-28 18:31:08 -07:00
Vinay Keerthi
ee1ea9576b
fix: Timezone offset reports broken by DST transition (#12747)
## Description

Fixes timezone offset parameter in V2 reports API that was broken by DST
transitions. The issue occurred when UK DST ended on October 26, 2025,
causing the test to fail starting October 27th.

~~**Initial diagnosis:** The root cause was that
`timezone_name_from_offset` used `zone.now.utc_offset` to match
timezones, which changes based on the current date's DST status rather
than the data being queried.~~

**Actual root cause:** The test was accidentally passing before DST
transition. During BST, `timezone_name_from_offset(0)` matched "Azores"
(UTC-1) instead of "Edinburgh" (UTC+0), and the -1 hour offset
coincidentally split midnight data into [1,5]. After DST ended, it
correctly matched "Edinburgh" (UTC+0), but this grouped all
conversations into one day [6], exposing that the test data was flawed.

The real issue: Test data created all 6 conversations starting at
midnight on a single day, which cannot produce a [1,5] split in true
UTC.

Fixes CW-5846

## Type of change

- [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?

**Test that was failing:**
```bash
bundle exec rspec spec/controllers/api/v2/accounts/reports_controller_spec.rb:25
```

**Changes:**
~~1. Fixed `timezone_name_from_offset` to use January 1st as reference
date instead of current date~~
~~2. Converted timezone string to `ActiveSupport::TimeZone` object for
`group_by_period` compatibility~~

**Revised approach:**
1. Freeze test time to January 2024 using `travel_to`, making timezone
matching deterministic and aligned with test data period
2. Start test conversations at 23:00 instead of midnight to properly
span two days and test timezone boundary grouping
3. Keep `zone.now.utc_offset` (correct behavior for real users during
DST)

**Why this works:**
- Test runs "in January 2024" → `zone.now.utc_offset` returns January
offsets consistently
- Offset `-8` correctly matches Pacific Standard Time (UTC-8 in January)
- Real users in PDT (summer) with offset `-7` → correctly match Pacific
Daylight Time
- No production impact, test is deterministic year-round

**Verification:**
- Test now passes consistently regardless of current DST status
- Timezone matching works correctly for real users during DST periods
- Reports correctly group data by timezone offset across all seasons

## 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: Shivam Mishra <scm.mymail@gmail.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-10-28 19:26:04 +05:30
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
Pranav
5891fd6f49
feat(ee): Add a service to fetch website content and prepare a persona of Captain Assistant (#12732)
This PR is the first of many to simplify the process of building an
assistant. The new flow will only require the user’s website. We’ll
automatically crawl it, identify the business name and what the business
does, and then generate a suggested assistant persona, complete with a
proposed name and description.

This service returns the following.
Example: tooljet.com
<img width="795" height="217" alt="Screenshot 2025-10-25 at 2 55 04 PM"
src="https://github.com/user-attachments/assets/9cb3594a-9c9c-4970-a0a1-4c9c8869c193"
/>

Example: replit.com
<img width="797" height="176" alt="Screenshot 2025-10-25 at 2 56 42 PM"
src="https://github.com/user-attachments/assets/6a1b4266-aab6-455f-a5e3-696d3a8243c9"
/>
2025-10-25 15:50:50 -07:00
Sojan Jose
9898ccee9e
chore: Enforce custom role permissions on conversation access (#12583)
## Summary
- ensure conversation lookup uses the permission filter before fetching
records
- add request specs covering custom role access to unassigned
conversations

## Testing
- bundle exec rspec
spec/enterprise/controllers/api/v1/accounts/conversations_controller_spec.rb

------
https://chatgpt.com/codex/tasks/task_e_68de1f62b9b883268a54882e608a8bb8
2025-10-22 20:23:37 -07:00
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
Pranav
368d7c4608
feat: Add support for HTML emails in outgoing messages (#12662)
This PR adds sending custom HTML content in outgoing email messages
through Chatwoot's Email channels, while maintaining backward
compatibility with existing markdown rendering.

###  API Usage

**Endpoint:** `POST
/api/v1/accounts/{account_id}/conversations/{conversation_id}/messages`

```json
  {
   "content": "Fallback text content",
   "email_html_content": "<div><h1>Welcome!</h1><p>This is <strong>custom HTML</strong></p></div>"
  }
```

---------

Co-authored-by: Muhsin <muhsinkeramam@gmail.com>
2025-10-15 13:22:23 +05:30
Sojan Jose
38f16ba677
feat: Secure external credentials with database encryption (#12648)
## Changelog

- Added conditional Active Record encryption to every external
credential we store (SMTP/IMAP passwords, Twilio tokens,
Slack/OpenAI hook tokens, Facebook/Instagram tokens, LINE/Telegram keys,
Twitter secrets) so new writes are encrypted
whenever Chatwoot.encryption_configured? is true; legacy installs still
receive plaintext until their secrets are
    updated.
- Tuned encryption settings in config/application.rb to allow legacy
reads (support_unencrypted_data) and to extend
deterministic queries so lookups continue to match plaintext rows during
the rollout; added TODOs to retire the
    fallback once encryption becomes mandatory.
- Introduced an MFA-pipeline test suite
(spec/models/external_credentials_encryption_spec.rb) plus shared
examples to
verify each attribute encrypts at rest and that plaintext records
re-encrypt on update, with a dedicated Telegram case.
The existing MFA GitHub workflow now runs these tests using the
preconfigured encryption keys.

fixes:
https://linear.app/chatwoot/issue/CW-5453/encrypt-sensitive-credentials-stored-in-plain-text-in-database

## Testing Instructions

 1. Instance without encryption keys
- Unset ACTIVE_RECORD_ENCRYPTION_* vars (or run in an environment where
they’re absent).
      - Create at least one credentialed channel (e.g., Email SMTP).
- Confirm workflows still function (send/receive mail or a similar
sanity check).
- In the DB you should still see plaintext values—this confirms the
guard prevents encryption when keys are missing.
  2. Instance with encryption keys
      - Configure the three encryption env vars and restart.
- Pick a couple of representative integrations (e.g., Email SMTP +
Twilio SMS).
      - Legacy channel check:
- Use existing records created before enabling keys. Trigger their
workflow (send an email / SMS, or hit the
            webhook) to ensure they still authenticate.
- Inspect the raw column—value remains plaintext until changed.
      - Update legacy channel:
- Edit one legacy channel’s credential (e.g., change SMTP password).
- Verify the operation still works and the stored value is now encrypted
(raw column differs, accessor returns
            original).
      - New channel creation:
- Create a new channel of the same type; confirm functionality and that
the stored credential is encrypted from
            the start.

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-10-13 18:05:12 +05:30
Sojan Jose
ec9a82a017
feat: Open conversation when agent bot webhook fails (#12379)
# Changelog

When an agent bot webhook fails, we now flip any pending conversation
back to an open state so a human agent can pick
it up immediately. There will be an clear activity message giving the
team clear visibility into what went
wrong. This keeps customers from getting stuck in limbo when their
connected bot goes offline.

# Testing instructions 

1. Initial setup: Create an agent bot with a working webhook URL and
connect it to a test inbox. Send a message from a
contact (e.g., via the widget) so a conversation is created; it should
enter the Pending state while the bot handles
     the reply.
2. Introduce failure: Edit that agent bot and swap the webhook URL for a
dummy endpoint that will fail. Have the same
contact send another message in the existing conversation. Because the
webhook call now fails, the conversation should flip from Pending back
to Open, making it visible to agents. Also verify the activity message
3. New conversation check: With the dummy URL still in place, start a
brand-new conversation from a contact. When the
bot tries (and fails) to respond, confirm that the conversation appears
immediately as Open rather than remaining Pending. Also the activity
message is visible
4. Subsequent messages in open conversations will show no change

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-10-13 15:59:59 +05:30
Karim
cdd3b73fc9
fix: Duplicate contacts creating for Argentina numbers (#11173) 2025-10-13 11:07:07 +05:30
Muhsin Keloth
d8da1f5bf3
fix: Handle video file types in Slack file shares (#12630)
Fixes https://linear.app/chatwoot/issue/CW-5752/fix-nomethoderror-when-processing-video-files-in-slack-integration
#### Problem
When users shared video files (like MP4) through Slack, the `file_type`
method in `SlackMessageHelper` would return `nil` for unsupported file
types. This caused a `NoMethodError (undefined method 'to_sym' for nil)`
when the attachment was being processed, as the system expected a symbol
value for the `file_type` attribute.

#### Solution
- Added video file type support in the `file_type` method case statement
- Added `else` clause to default unknown file types to `:file` instead
of returning `nil`
- This ensures `file_type` always returns a symbol, preventing the
`to_sym` error
2025-10-09 21:05:53 +05:30
Vishnu Narayanan
7c5bb343c6
fix: Optimize message reindexing to reduce sidekiq job creation (#12618)
Changes searchkick callback behavior to check `should_index?` before
creating reindex jobs, preventing unnecessary job creation for messages
that don't need indexing (activity messages, unpaid accounts, etc.).

Previously, `callbacks: :async` created reindex jobs for all messages
(~5,100/min or 7.3M/day in production), which were then filtered by
`should_index?` inside the job worker - resulting in 98% wasted jobs,
Redis memory pressure, and avoidable p0 alerts.

Now, `should_index?` is checked before job creation via `after_commit`
callback, reducing job creation to actual incoming/outgoing messages
from paid accounts.

  Changes:
  - Disable automatic searchkick callbacks
  - Add manual `after_commit` callback with `should_index?` condition
  - Add specs to verify callback behavior

  Expected impact:
  - 98% reduction in sidekiq job creation (~7.3M → ~150K jobs/day)
  - Reduced redis memory usage
  - Same async indexing behavior for eligible messages
2025-10-09 16:04:50 +05:30
Vinay Keerthi
170ea7691f
feat: Add company model and API with tests (#12548)
# Pull Request Template

## Description

* add Company model with validations for name, domain, description and
  avatar
* Add database migration fo
* Implement endpoints for company CRUD operations
* Add optional company relationship for contacts
* Add test for models, controllers, factories and policies
* Add authorization policies restricting delete to admins
* support JSON API responses
Please include a summary of the change and issue(s) fixed. Also, mention
relevant motivation, context, and any dependencies that this change
requires.

Fixes #(cw-5650)

## 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?

Tests are implemented using `RSpec`

```
$ bundle exec rails db:migrate
$ bundle exec rspec spec/models/company_spec.rb spec/controllers/api/v1/accounts/companies_controller_spec.rb
```

## 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
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
2025-10-08 07:53:43 -07:00
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
Shivam Mishra
978f4c431a
feat: Add relay state for SAML SSO (#12597)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-10-07 20:32:29 +05:30
Pranav
829142c808
fix: Update max_turns config (#12604)
Pass max_turns in the run config than during the initialization.

---------

Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2025-10-07 11:21:18 +05:30
Shivam Mishra
3a71829b46
feat: Improve captain conversation handling (#12599)
Co-authored-by: Pranav <pranavrajs@gmail.com>
2025-10-06 10:51:58 -07:00
Sivin Varghese
0974aea300
chore: Increase custom filter limit from 50 to 1000 per user (#12603)
# Pull Request Template

## Description

This PR increases the custom filter limit from 50 to 1000 per user

## Type of change

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

## How Has This Been Tested?

### Screenshot

<img width="1264" height="71" alt="image"
src="https://github.com/user-attachments/assets/e12667bb-147c-4115-b8a8-9113fca471db"
/>



## 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
2025-10-06 10:41:26 -07:00
Shivam Mishra
9fb0dfa4a7
feat: Add UI for custom tools (#12585)
### Tools list

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

### Tools form 

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

## Response

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

---------

Co-authored-by: Pranav <pranavrajs@gmail.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
2025-10-06 09:05:54 -07:00
Shivam Mishra
8bbb8ba5a4
feat(ee): Captain custom http tools (#12584)
To test this out, use the following PR:
https://github.com/chatwoot/chatwoot/pull/12585

---------

Co-authored-by: Pranav <pranavrajs@gmail.com>
2025-10-06 07:53:15 -07:00
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
Sivin Varghese
109aaa2341
fix: Display proper conversation ID with click-to-open in SLA reports (#12570) 2025-10-02 08:18:54 +05:30
Phuong Nguyen
fcb91ab88a
fix: Auto resolution flaky spec (#11964)
The test was failing because Current.contact was not being cleared when
testing system auto-resolution. Added Current.contact = nil to ensure
the system auto-resolution message is triggered instead of contact
resolution.

🤖 Generated with [Claude Code](https://claude.ai/code)

# 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: Claude <noreply@anthropic.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-09-25 19:36:38 +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
Pranav
47bdb6d2bb
feat: Clean up email configuration for from and reply to emails (#12453)
We first added conversation continuity for the live chat widget, and
then carried the same logic over to email channels.

The problem was that this added a reply+conversationUUID@domain.com as
the reply-to for emails, which was unnecessary. For email channels, the
reply-to can just be the channel’s own email address.

That extra layer made things more complex than it needed to be. In this
PR, I’ve cleaned up the config so it’s simpler. The table below shows
how it’ll work going forward.

---

| Type | From Email | Reply To Email |
| -- | -- | -- |
| Standard IMAP, SMTP email channel | channel.email | channel.email |
| Google OAuth Email channel | channel.email | channel.email |
| Microsoft OAuth Email channel | channel.email | channel.email |
| Email forwarded to Chatwoot, brought their own SMTP | channel.email |
channel.email |
| Imap to fetch email, Use Chatwoot's SMTP | channel.email if verified
with Chatwoot's SMTP provider. Otherwise account support email |
channel.email |
| Email forwarded to Chatwoot, Use Chatwoot's SMTP | channel.email if
verified with Chatwoot's SMTP provider. Otherwise account support email
| channel.email |
| -- | --  | -- |
| Website Live Chat - Conversation Continuity Inbound Emails enabled|
Account Support Email | reply+{conversation-uuid}@{account_domain} |
| Website Live Chat - Conversation Continuity Inbound Emails disabled|
Account Support Email | Account Support Email |

Fixes https://github.com/chatwoot/chatwoot/issues/10614
Fixes https://github.com/chatwoot/chatwoot/issues/10521
Fixes https://github.com/chatwoot/chatwoot/issues/10300
Fixes https://github.com/chatwoot/chatwoot/issues/10091
Fixes https://github.com/chatwoot/chatwoot/issues/4890
Fixes https://github.com/chatwoot/chatwoot/issues/10676
Fixes https://github.com/chatwoot/chatwoot/issues/10756
Fixes https://github.com/chatwoot/chatwoot/issues/11515
Fixes https://github.com/chatwoot/chatwoot/issues/9471

---------

Co-authored-by: Sojan Jose <sojan@pepalo.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-09-24 11:36:53 -07:00
Shivam Mishra
d3cd647e49
feat: SAML feedback changes [CW-5666] (#12511) 2025-09-24 16:07:07 +05:30
Pranav
eadbddaa9f
feat: Separate indexing with the search feature (#12503)
With this change, the indexing would be separate from the search, so you
need to enable indexing on the cloud and run it. It should start
indexing the messages to ElasticSearch/OpenSearch. Once indexing is
completed, we can turn on the feature for the customer.


Make sure that the following is done when you deploy.
Set POSTGRES_STATEMENT_TIMEOUT=600s before you run the indexing.

1. Make sure that the account with advanced_search has
advanced_search_indexing enabled
```rb
Account.feature_advanced_search.each do |account|
  account.enable_features(:advanced_search_indexing)
  account.save!
end
```

2. Enable indexing for all accounts with paid subscription.
```rb
Account.where("custom_attributes ->> 'plan_name' IN (?)", ['Enterprise', 'Startups', 'Business']).each do |account|
account.enable_features(:advanced_search_indexing)
  account.save!
end
```

3. Run indexing for all the messages.
```rb
Message.reindex
```

Co-authored-by: Vishnu Narayanan <iamwishnu@gmail.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-09-24 14:11:15 +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
Muhsin Keloth
44fab70048
feat: Add support for grouped file uploads in Slack (#12454)
Fixes
https://linear.app/chatwoot/issue/CW-5646/add-support-for-grouped-file-uploads-in-slack

Previously, when sending multiple attachments to Slack, we uploaded them
one by one. For example, sending 5 images would result in 5 separate
Slack messages. This created clutter and a poor user experience, since
Slack displayed each file as an individual message.
This PR updates the implementation to group all attachments from a
message and send them as a single Slack message. As a result,
attachments now appear together in one grouped block, providing a much
cleaner and more intuitive experience for users.

**Before:** 
Each file uploaded as a separate Slack message.
<img width="400" height="800" alt="before"
src="https://github.com/user-attachments/assets/c8c7f666-549b-428f-bd19-c94e39ed2513"
/>

**After:** 
All files from a single message grouped and displayed together in one
Slack message (similar to how Slack natively handles grouped uploads).
<img width="400" height="800" alt="after"
src="https://github.com/user-attachments/assets/0b1f22d5-4d37-4b84-905a-15e742317e72"
/>

**Changes**

- Upgraded Slack file upload implementation to use the new multiple
attachments API available in slack-ruby-client `v2.7.0`.
- Updated attachment handling to upload all files from a message in a
single API call.
- Enabled proper attachment grouping in Slack, ensuring related files
are presented together.
2025-09-24 11:31:06 +05:30
Sojan Jose
114c25cae8
feat: Auto confirm user email when super admin make changes (#12418)
- If super admin updates a user email from super admin panel , it will
be confirmed automatically if confirmed at is present
- Also unconfirmed emails will be visible for super admins on dashboard

fixes: https://github.com/chatwoot/chatwoot/issues/8958
2025-09-23 20:14:02 +05:30
Tanmay Deep Sharma
36cbd5745e
fix: Session controller to not generate auth tokens before mfa verification (#12487)
This PR is the fix for MFA changes, to not generate auth tokens without
MFA verification in case MFA is enabled for the account

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-09-23 19:13:47 +05:30
Shivam Mishra
2e108653ae
feat: allow SP initiated SAML (#12447)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-09-23 18:29:16 +05:30
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
Shivam Mishra
8764ade161
feat: add SKIP_INCOMING_BCC_PROCESSING as internal config (#12484)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-09-22 17:52:56 +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
Niranjan Patil
b28c08059f
fix: Incorrect contact access in conversations listing (#11797)
# Pull Request Template

## Description

This PR fixes the incorrect contact access in conversations listing API.
Cause:

- `undefined method 'conversations' for nil` error because `@contact` is
not initialized

Solution:
- Using `@contact_inbox` to access `@contact`
- `@contact_inbox` is properly set in the parent controller's
`set_contact_inbox` method

Fixes
https://linear.app/chatwoot/issue/CW-4185/incorrect-contact-access-pattern-in

## Type of change

Please delete options that are not relevant.

- [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
- [ ] 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

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-09-22 17:05:11 +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
Sojan Jose
98f4a6f797
chore: Ensure admin notification mailer specs are order agnostic (#12472)
## Summary
- update the admin notification base mailer spec to ignore ordering when
verifying administrator email addresses
- extend the channel and integrations admin notification mailer specs to
cover multiple administrators without relying on recipient order

------
https://chatgpt.com/codex/tasks/task_e_68cc7457cf788326a765f116ceab1732

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-09-19 16:37:57 +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
Shivam Mishra
8f4b252045
feat: allow searching captain responses [CW-5631] (#12463) 2025-09-18 14:44:56 +05:30
Vishnu Narayanan
9527ff6269
feat: Add support for labels in automations (#11658)
- Add support for using labels as an action event for automation
 - Fix duplicated conversation_updated event dispatch for labels
 

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

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-09-18 14:17:54 +05:30
Sojan Jose
44dc9ba18e
feat: Allow detaching help center widget (#12459)
## Summary
- allow help center portals to clear their associated web widget


Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-09-17 22:27:50 +05:30
Shivam Mishra
7bc7ae5bc4
feat: setup invite to handle SAML enabled account [CW-5613] (#12439) 2025-09-17 19:33:38 +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
Shivam Mishra
7a453f50f4
feat: update users on SAML setup and destroy [CW-2958][CW-5612] (#12346) 2025-09-15 21:20:22 +05:30
Muhsin Keloth
458ed1e26d
chore: Enable flexible whatsapp onboarding (Manual + Embedded Signup) options (#12344)
We recently introduced the WhatsApp Embedded Signup flow in Chatwoot to
simplify onboarding. However, we discovered two important limitations:
Some customers’ numbers are already linked to an Embedded Signup, which
blocks re-use. Tech providers cannot onboard their own numbers via
Embedded Signup.
As a result, we need to support both Manual and Embedded Signup flows to
cover all scenarios.

### Problem

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

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

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


###  Solution

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

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

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
2025-09-15 19:59:56 +05:30
Chatwoot Bot
3ad2c33220
chore: Update translations (#12371)
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Pranav <pranavrajs@gmail.com>
2025-09-12 14:33:40 -07:00
Pranav
16b98b6017
fix: Add account_id to the query to force using a better index (#12420)
I've added the account_id filter to the
`get_agent_ids_over_assignment_limit` method. This optimization will
help the query leverage the existing composite index
`conv_acid_inbid_stat_asgnid_idx (account_id, inbox_id, status,
assignee_id)` for better performance.

**Before:**
```sql
HashAggregate (cost=224238.12..224256.27 rows=484 width=4)
Group Key: assignee_id
Filter: (count(*) >= 10)
-> Index Scan using index_conversations_on_inbox_id on conversations (cost=0.44..223963.67 rows=54891 width=4)
Index Cond: (inbox_id = ???)
Filter: (status = 0)
```

**After:**
```sql
GroupAggregate (cost=0.44..5688.30 rows=476 width=4)
Group Key: assignee_id
Filter: (count(*) >= 10)
-> Index Only Scan using conv_acid_inbid_stat_asgnid_idx on conversations (cost=0.44..5640.81 rows=5928 width=4)
Index Cond: ((account_id = ??) AND (inbox_id = ??) AND (status = 0))
```
2025-09-11 22:27:38 -07:00
Sojan Jose
de5fb7a405
chore: remove unused telegram bot model (#12417)
## Summary
- remove unused TelegramBot model and its association
- drop obsolete telegram_bots table
2025-09-11 22:25:26 +05:30
Sojan Jose
55315089cf
fix(delete_object_job): pre-purge heavy associations before destroy to prevent timeout (#12408)
Deleting large Accounts/Inboxes with object.destroy! can time out and
create heavy destroy_async fan-out; this change adds a simple pre-purge
that batch-destroys heavy associations first .

```
Account: conversations, contacts
Inbox: conversations, contact_inboxes
```

We use find_in_batches(5000), then proceeds with destroy!, reducing DB
pressure and race conditions while preserving callbacks and leaving the
behavior for non heavy models unchanged. The change is also done in a
way to easily add additional objects or relations to the list.


fixes:
https://linear.app/chatwoot/issue/CW-3106/inbox-deletion-process-update-the-flow
2025-09-11 18:43:36 +05:30
Tanmay Deep Sharma
e5b8dc251f
fix: Assignment V2 controller fix (#12415) 2025-09-11 19:32:33 +07:00
Sojan Jose
81b401c998
fix: Add URL validation and rate limiting for contact avatar sync (#11979)
- Implement 1-minute rate limiting for contacts to prevent bombardment
- Add URL hash comparison to sync only when avatar URL changes
2025-09-10 20:08:06 +05:30
Shivam Mishra
79b93bed77
feat: SAML authentication controllers [CW-2958] (#12319) 2025-09-10 20:02:27 +05:30
Muhsin Keloth
7554156abe
chore: Account switching issue in newly added accounts (#12403)
The system determines a user’s active account by checking the
`active_at` field in the `account_users` table and selecting the most
recently active account:

```ruby
def active_account_user
  account_users.order(active_at: :desc)&.first
end
```

This works fine when all accounts have a valid active_at timestamp.

**Problem**

When a user is added to a new account, the `active_at` value is NULL
(because the account has never been explicitly activated). Ordering by
active_at DESC produces inconsistent results across databases, since
handling of NULL values differs (sometimes treated as high, sometimes
low).

As a result:

- Mobile apps (critical impact): `/profile` returns the wrong account.
The UI keeps showing the old account even after switching, and
restarting does not fix it.
- Web app (accidentally works): Appears correct because the active
account is inferred from the browser URL, but the backend API is still
wrong.

**Root Cause**

- The ordering logic did not account for NULL `active_at`.
- New accounts without active_at sometimes get incorrectly prioritized
as the “active” account.

**Solution**

Explicitly ensure that accounts with NULL active_at are sorted after
accounts with real timestamps by using NULLS LAST:

```ruby
def active_account_user
  account_users.order(Arel.sql('active_at DESC NULLS LAST, id DESC'))&.first
end
```

- Accounts with actual `active_at` values will always be prioritized.
- New accounts (with NULL active_at) will be placed at the bottom until
the user explicitly activates them.
- Adding id DESC as a secondary ordering ensures consistent tie-breaking
when multiple accounts have the same `active_at`.
2025-09-10 14:12:22 +05:30
micahmills
b989ca6397
feat: Agent language settings (#11222)
# Pull Request Template

## Description

This Pull Request will provide a language selector in the Profile
Settings for each user, and allows them to change the UI language per
agent, defaulting back to the account locale.

Fixes # #678 This does PR addresses the Dashboard view but does not
change the language of the agents emails

## Type of change

Please delete options that are not relevant.
- [X ] New feature (non-breaking change which adds functionality)

## How Has This Been Tested?

1. Go to an Agents Profile settings page
2. Select a language from the Language drop down
3. the UI will update to the new i18n locale
4. navigate through the UI to make sure the appropriate language is
being used
5. Refresh the page to test that the locale persists


270

- [X] My code follows the style guidelines of this project
- [X] I have performed a self-review of my code
- [X] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [X] My changes generate no new warnings
- [X] I have added tests that prove my fix is effective or that my
feature works
- [X] New and existing unit tests pass locally with my changes
- [X] Any dependent changes have been merged and published in downstream
modules
Checklist:.724.2708

---------

Co-authored-by: Sojan Jose <sojan@pepalo.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-09-09 14:27:36 +05:30
Sojan Jose
6bdd4f0670
feat(voice): Incoming voice calls [EE] (#12361)
This PR delivers the first slice of the voice channel: inbound call
handling. When a customer calls a configured voice
number, Chatwoot now creates a new conversation and shows a dedicated
call bubble in the UI. As the call progresses
(ringing, answered, completed), its status updates in real time in both
the conversation list and the call bubble, so
agents can instantly see what’s happening. This focuses on the inbound
flow and is part of breaking the larger voice
feature into smaller, functional, and testable units; further
enhancements will follow in subsequent PRs.

references: #11602 , #11481  

## Testing

- Configure a Voice inbox in Chatwoot with your Twilio number.
- Place a call to that number.
- Verify a new conversation appears in the Voice inbox for the call.
- Open it and confirm a dedicated voice call message bubble is shown.
- Watch status update live (ringing/answered); hang up and see it change
to completed in both the bubble and conversation
list.
- to test missed call status, make sure to hangup the call before the
please wait while we connect you to an agent message plays


## Screens

<img width="400" alt="Screenshot 2025-09-03 at 3 11 25 PM"
src="https://github.com/user-attachments/assets/d6a1d2ff-2ded-47b7-9144-a9d898beb380"
/>

<img width="700" alt="Screenshot 2025-09-03 at 3 11 33 PM"
src="https://github.com/user-attachments/assets/c25e6a1e-a885-47f7-b3d7-c3e15eef18c7"
/>

<img width="700" alt="Screenshot 2025-09-03 at 3 11 57 PM"
src="https://github.com/user-attachments/assets/29e7366d-b1d4-4add-a062-4646d2bff435"
/>



<img width="442" height="255" alt="Screenshot 2025-09-04 at 11 55 01 PM"
src="https://github.com/user-attachments/assets/703126f6-a448-49d9-9c02-daf3092cc7f9"
/>

---------

Co-authored-by: Muhsin <muhsinkeramam@gmail.com>
2025-09-08 22:35:23 +05:30
Shivam Mishra
76c110e60e
fix: resolution count does not have account scope (#12370) 2025-09-04 18:04:00 +05:30
Shivam Mishra
33058b5f3f
feat: add saml model & controller [CW-2958] (#12289)
This PR adds the foundation for account-level SAML SSO configuration in
Chatwoot Enterprise. It introduces a new `AccountSamlSettings` model and
management API that allows accounts to configure their own SAML identity
providers independently, this also includes the certificate generation
flow

The implementation includes a new controller
(`Api::V1::Accounts::SamlSettingsController`) that provides CRUD
operations for SAML configuration

The feature is properly gated behind the 'saml' feature flag and
includes administrator-only authorization via Pundit policies.
2025-09-03 13:30:42 -07:00
Shivam Mishra
ef4e287f0d
fix: wrong resolution count in timeseries reports (#12261)
There was a fundamental difference in how resolution counts were
calculated between the agent summary and timeseries reports, causing
confusion for users when the numbers didn't match.

The agent summary report counted all `conversation_resolved` events
within a time period by querying the `reporting_events` table directly.
However, the timeseries report had an additional constraint that
required the conversation to currently be in resolved status
(`conversations.status = 1`). This meant that if an agent resolved a
conversation that was later reopened, the resolution action would be
counted in the summary but not in the timeseries.

This fix aligns both reports to count resolution events rather than
conversations in resolved state. When an agent resolves a conversation,
they should receive credit for that action regardless of what happens to
the conversation afterward. The same logic now applies to bot
resolutions as well.

The change removes the `conversations: { status: :resolved }` condition
from both `scope_for_resolutions_count` and
`scope_for_bot_resolutions_count` methods in CountReportBuilder, and
updates the corresponding test expectations to reflect that all
resolution events are counted.


## About timezone

When a timezone is specified via `timezone_offset` parameter, the
reporting system:

1. Converts timestamps to the target timezone before grouping
2. Groups data by local day/week/month boundaries in that timezone, but
the primary boundaries are sent by the frontend and used as-is
3. Returns timestamps representing midnight in the target timezone

This means the same events can appear in different day buckets depending
on the timezone used. For summary reports, it works fine, since the user
only needs the total count between two timestamps and the frontend sends
the timestamps adjusted for timezone.

## Testing Locally

Run the following command, this will erase all data for that account and
put in 1000 conversations over last 3 months, parameters of this can be
tweaked in `Seeders::Reports::ReportDataSeeder`

I'd suggest updating the values to generate data over 30 days, with
10000 conversations, it will take it's sweet time to run but then the
data will be really rich, great for testing.

```
ACCOUNT_ID=2 ENABLE_ACCOUNT_SEEDING=true bundle exec rake db:seed:reports_data
```

Pro Tip: Don't run the app when the seeder is active, we manually create
the reporting events anyway. So once done just use `redis-cli FLUSHALL`
to clear all sidekiq jobs. Will be easier on the system

Use the following scripts to test it

- https://gist.github.com/scmmishra/1263a922f5efd24df8e448a816a06257
- https://gist.github.com/scmmishra/ca0b861fa0139e2cccdb72526ea844b2
- https://gist.github.com/scmmishra/5fe73d1f48f35422fd1fd142ea3498f3
- https://gist.github.com/scmmishra/3b7b1f9e2ff149007170e5c329432f45
- https://gist.github.com/scmmishra/f245fa2f44cd973e5d60aac64f979162

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-09-03 15:47:16 +05:30
Pranav
e863a52262
chore: Update account deletion email copy (#12317)
Update the email copies for account deletion emails 

## Manual Deletion 

<img width="1378" height="678" alt="Screenshot 2025-08-29 at 2 41 40 PM"
src="https://github.com/user-attachments/assets/63d7ad97-ad51-4a8b-9ef3-d427fa467f8a"
/>

## Inactive Deletion

<img width="2946" height="1808" alt="image"
src="https://github.com/user-attachments/assets/bb50d08c-8701-4f93-af29-0b1d948a4009"
/>

---------

Co-authored-by: Cursor Agent <cursoragent@cursor.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
2025-08-31 16:01:41 +02:00
Sojan Jose
0a9edd4c3b
ci(circleci): switch coverage reporting to Qlty orb (#12337) 2025-08-31 00:39:34 +05:30
Pranav
f4643116df
feat: Run assignment every 15 minutes (#12334)
Currently, auto-assignment runs only during conversation creation or
update events. If no agents are online when new conversations arrive,
those conversations remain unassigned.

With this change, unassigned conversations will be automatically
assigned once agents become available. The job runs every 15 minutes and
uses a fair distribution threshold of 100 to prevent a large number of
conversations from being assigned to a single available agent. This will
be customizable later.
2025-08-29 15:10:56 -07:00
Sojan Jose
9145658597
chore: Refactor UTM params to stay compliant with standards (#12312)
We were using UTM params on various branding urls which weren't
compliant to standard utm params and hence were ignored by analytics
tooling. this PR ensures that the params stays compliant with defined
standard

ref: https://en.wikipedia.org/wiki/UTM_parameters

## Changes 

- updated utm tags on widget and survey urls
- added utm on helpcenter branding

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-08-29 11:46:52 -07:00
Pranav
0c2ab7f5e7
feat(ee): Setup advanced, performant message search (#12193)
We now support searching within the actual message content, email
subject lines, and audio transcriptions. This enables a faster, more
accurate search experience going forward. Unlike the standard message
search, which is limited to the last 3 months, this search has no time
restrictions.

The search engine also accounts for small variations in queries. Minor
spelling mistakes, such as searching for slck instead of Slack, will
still return the correct results. It also ignores differences in accents
and diacritics, so searching for Deja vu will match content containing
Déjà vu.


We can also refine searches in the future by criteria such as:
- Searching within a specific inbox
- Filtering by sender or recipient
- Limiting to messages sent by an agent


Fixes https://github.com/chatwoot/chatwoot/issues/11656
Fixes https://github.com/chatwoot/chatwoot/issues/10669
Fixes https://github.com/chatwoot/chatwoot/issues/5910



---

Rake tasks to reindex all the messages. 

```sh
bundle exec rake search:all
```

Rake task to reindex messages from one account only
```sh
bundle exec rake search:account ACCOUNT_ID=1
```
2025-08-28 10:10:28 +05:30
Tanmay Deep Sharma
1ba00075ce
feat: Add BE changes for captain pdf support for faq generation (#12113) 2025-08-27 20:31:22 +05:30
Tanmay Deep Sharma
ad90deb709
feat: Add agent capacity controllers (#12200)
## Linear reference:
https://linear.app/chatwoot/issue/CW-4649/re-imagine-assignments

## Description
This PR introduces the foundation for Assignment V2 system by
implementing agent_capacity and their association with inboxes and
users.

## Type of change

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

## How Has This Been Tested?

Test Coverage:
-  Controller specs for assignment policies CRUD operations
-  Enterprise-specific specs for balanced assignment order
-  Model specs for community/enterprise separation

## 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>
2025-08-26 19:12:58 -07:00
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
Pranav
7f56cd92f8
chore: Update the prompts to include language of the account for FAQs (#12280)
There were customer reported issues with FAQs which were generated in a
different langauge than what they were expecting. The reason behind this
was that the language of the account was not considered in the prompt
provided. If the language of the content was say Spanish, and the
account locale was english. The output was not predicable. The output
depends on the model and the execution time.

This PR would update the prompt to behave consistently with the account
locale. Even though the content provided is in a different language, it
would generate FAQs in the account locale.

Changes:
- Updated the prompt to include a detailed expectation of the FAQs
quality along with the language
- Added specs for the services where the prompt generator is called.

Tested the prompt using Phoenix playground across GPT 5, GPT 4.1, GPT
4.0. The reasoning setting for GPT 5 needs to be low so that it doesn't
generate random questions like "What was this updated?"
2025-08-22 10:03:52 -07:00
Sojan Jose
d48503bdcf
feat(voice): Improved voice call creation flow [EE] (#12268)
This PR improves the voice call creation flow by simplifying
configuration and automating setup with Twilio APIs.

references: #11602 , #11481 

## Key changes

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


## Test Cases
- Provisioning
- Create a new voice inbox → verify that Twilio app provisioning happens
automatically.
  - Verify twiML callback 
- Webhook configuration
- Check that both voice number callback and status callback URLs are
auto-populated in Twilio.
- Disabled features
- Confirm that business hours and help center options are
hidden/disabled for voice inbox.
- Configuration tab
- Open the voice inbox configuration tab → verify that the displayed
Twilio URLs match what’s set in Twilio.
2025-08-22 13:38:23 +02:00
Muhsin Keloth
35d0a7f1a7
feat: Add liquid template support for WhatsApp template parameters (#12227)
Extends liquid template processing to WhatsApp `template_params`,
allowing dynamic variable substitution in template parameter values.

Users can now use liquid variables in WhatsApp template parameters:

```
{
  "template_params": {
    "name": "greet",
    "category": "MARKETING",
    "language": "en",
    "processed_params": {
      "body": {
        "customer_name": "{{contact.name}}",
        "customer_email": "{{contact.email | default: 'no-email@example.com'}}"
      }
    }
  }
}

```

When the message is saved, {{contact.name}} gets replaced with the
actual contact name.

Supported Variables

- {{contact.name}}, {{contact.email}}, {{contact.phone_number}}
- {{agent.name}}, {{agent.first_name}}
- {{account.name}}, {{inbox.name}}
- {{conversation.display_id}}
- Custom attributes: {{contact.custom_attribute.key_name}}
- Liquid filters: {{ contact.email | default: "fallback@example.com" }}
2025-08-21 16:44:51 +05:30
Tanmay Deep Sharma
341487b93e
feat: Add assignment policies controllers with jbuilder views (#12199)
## Linear reference:
https://linear.app/chatwoot/issue/CW-4649/re-imagine-assignments

## Description
This PR introduces the foundation for Assignment V2 system by
implementing assignment policies and their association with inboxes.
Assignment policies allow configuring how conversations are distributed
among agents, with support for different assignment orders (round_robin
in community, balanced in enterprise) and conversation prioritization
strategies

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?

Test Coverage:
-  Controller specs for assignment policies CRUD operations
-  Enterprise-specific specs for balanced assignment order
-  Model specs for community/enterprise separation

Manual Testing:
1. Create assignment policy: POST
/api/v1/accounts/{id}/assignment_policies
2. List policies: GET /api/v1/accounts/{id}/assignment_policies
3. Assign policy to inbox: POST
/api/v1/accounts/{id}/assignment_policies/{id}/inboxes
4. View inbox policy: GET
/api/v1/accounts/{id}/inboxes/{id}/assignment_policy
5. Verify community edition ignores "balanced" assignment order
6. Verify enterprise edition supports both "round_robin" and "balanced"

- testing the flows after enterprise folder deletion

## 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 <pranavrajs@gmail.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
2025-08-18 19:15:21 -07:00
Shivam Mishra
c6be04cdc1
feat: scenario agents & runner (#11944)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-08-14 12:39:21 +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
Shivam Mishra
a88fef2e1d
fix: incorrect first response time for reopened conversations (#12058)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-08-13 16:39:43 +05:30
Clairton Rodrigo Heinzen
b711bfd2ca
feat: Add automation rule event conversation resolved (#9669)
# Description

add automation rule event conversation resolved

<img width="1552" alt="Captura de Tela 2024-06-22 às 21 25 39"
src="https://github.com/chatwoot/chatwoot/assets/471685/b3a64ebc-35c8-468c-a0e5-7974134a40f9">

---------

Co-authored-by: Sojan <sojan@pepalo.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-08-13 12:57:14 +05:30
Vishnu Narayanan
9a7318a9db
fix: cw-5411 handle unrepresentable image attachments (#12178)
# Pull Request Template

## Description

Fixes
https://linear.app/chatwoot/issue/CW-5411/actionviewtemplateerror-activestorageunrepresentableerror

###  Problem
API endpoints return 500 errors when conversations contain image
attachments that can't be processed by ActiveStorage (e.g., files with
non-ASCII filenames, corrupted images, or malicious XSS filenames).

Root Cause: Commit 6cab74139 removed the representable? safety check
from thumb_url, causing `ActiveStorage::UnrepresentableError` to bubble
up and crash the API when it encountered a malformed image file.

Fix: Rescue `thumb_url` method to catch UnrepresentableError and return
an empty string while logging problematic names for future debugging.

This ensures the messages/attachments api does not break due to a single
corrupted image file.

## Type of change

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

## How Has This Been Tested?

- Added specs

## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [x] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [x] Any dependent changes have been merged and published in downstream
modules
2025-08-12 19:26:58 -07:00
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
Sojan Jose
ad4ec9e93b
fix: Flaky Instagram webhook specs (#12170)
### Summary

Fixed flaky Instagram webhook specs that failed intermittently in cloud
environments due to shared let blocks creating conflicting inboxes. The
Instagram channel factory already creates an inbox automatically, but
tests were adding extra ones in shared contexts.
Moved channel/inbox creation to isolated test contexts to prevent race
conditions between Facebook Page and Instagram Direct tests.

### Testing

```
for i in {1..30}; do 
  echo "=== Run $i ==="
  RAILS_ENV=test bundle exec rspec spec/jobs/webhooks/instagram_events_job_spec.rb --fail-fast || break
done
```

Previously, intermittent failures could be reproduced locally. With
these changes, tests achieve ~100% pass rate.
2025-08-12 20:12:18 +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
Petterson
81d8d3862d
feat: Add route to list accounts that belongs to a platform_app (#12140)
This PR creates a new route to list all accounts that a platform_app has access to.

Fixes: #12109
2025-08-11 21:23:05 +02:00
Sojan Jose
c31325e982
fix: resolve mutex conflicts in Instagram webhook specs (#12154)
This PR fixes flaky test failures in the Instagram webhook specs that
were caused by Redis mutex lock conflicts when
   tests ran in parallel.

 ### The Problem:
The InstagramEventsJob uses a Redis mutex with a key based on sender_id
and ig_account_id to prevent race
conditions. However, all test factories were using the same hardcoded
sender_id: 'Sender-id-1', causing multiple
test instances to compete for the same mutex lock when running in
parallel.

 ### The Solution:
- Updated all Instagram event factories to generate unique sender IDs
using SecureRandom.hex(4)
- Modified test stubs and expectations to work with dynamic sender IDs
instead of hardcoded values
- Ensured each test instance gets its own unique mutex key, eliminating
lock contention
2025-08-11 23:31:25 +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
Shivam Mishra
fcc6e2b8b2
feat: Add feature_citation toggle for Captain assistants (#12052)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-08-11 13:06:20 +05:30
Vishnu Narayanan
6cab741392
fix: handle active storage preview error for password protected pdfs (#11888)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-08-11 12:41:37 +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
Shivam Mishra
b5f5c5c1bc
feat: add more tools (#12116)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-08-08 17:57:30 +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
Vishnu Narayanan
462ab5241c
perf: fix notifications duplicate query and add composite index (#12110)
Database CPU utilization was spiking due to expensive notification COUNT
queries. Analysis revealed two critical issues:

1. Missing database index: Notification count queries were performing
table scans without proper indexing
2. Duplicate WHERE clauses: SQL queries contained redundant read_at IS
NULL conditions, causing unnecessary query complexity

 ### Root Cause Analysis

  The expensive queries were:
```
  -- 41.61 calls/sec with duplicate condition
  SELECT COUNT(*) FROM "notifications"
  WHERE "notifications"."user_id" = $1
    AND "notifications"."account_id" = $2
    AND "notifications"."snoozed_until" IS NULL
    AND "notifications"."read_at" IS NULL
    AND "notifications"."read_at" IS NULL  -- Duplicate!
```
This was caused by a logic error in NotificationFinder#unread_count
introduced in commit cd06b2b33 (PR #8907). The method assumed
@notifications contained all notifications, but @notifications was
already filtered to unread notifications in most cases.

###  The Default Query Flow:

1. Frontend calls: NotificationsAPI.getUnreadCount() →
/notifications/unread_count
  2. No parameters sent, so params = {}
  3. NotificationFinder setup:
    - find_all_notifications: WHERE user_id = ? AND account_id = ?
    - filter_snoozed_notifications: WHERE snoozed_until IS NULL
- filter_read_notifications: WHERE read_at IS NULL (because
type_included?('read') is false)
  4. unread_count called: Adds another WHERE read_at IS NULL
----
### Solution

  1. Added Missing Database Index
  - Index: (user_id, account_id, snoozed_until, read_at)
  2. Fixed Duplicate WHERE Clause Logic
2025-08-07 15:59:40 +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
Pranav
661e905dbd
fix: Skip HookJob for inactive or irrelevant hooks (#12093)
On Aug 2, we had a P0 because of a sudden spike in Sidekiq jobs. The
queue went up to 100k jobs and workers scaled from 400 threads to 1000+.
Most of the jobs were HookJobs, and a large chunk of them were for
Linear but they weren’t doing anything useful.

Turns out, whenever there’s an update on a contact or conversation, we
were triggering all account-level hooks without checking if the event
was relevant. So if someone did a bulk import or ran an update, it would
enqueue a huge number of unnecessary jobs.

This PR adds two checks before enqueuing:
- Whether the hook is active
- Whether the event is relevant for that hook
2025-08-04 19:08:45 -07:00
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
Pranav
51b9fd8eca
fix: Disable IMAP inboxes that requires authorization (#12092)
This PR disables queueing IMAP sync jobs for emails channels that 
- are in free plan if on Chatwoot cloud.
- requires authorization
2025-08-01 16:32:29 -07:00
Pranav
5ab913f7b5
chore: Add a condition to handle bounced email (#11873)
Add bounced emails to the conversation thread.
Fix Gmail bounce detection by checking the X-Failed-Recipients header.

Currently, bounced emails are rejected as auto-replies, which causes
support agents to miss important delivery failure context. This PR
ensures bounced messages are correctly added to the thread, preserving
visibility for the support team.
2025-08-01 14:43:46 +05:30
Sivin Varghese
d9900e50a0
feat(cloud): Add support for viewing status of SSL in custom domains (#12011)
# Pull Request Template

## Description

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

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


## Type of change

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

## How Has This Been Tested?



## Checklist:

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

---------

Co-authored-by: Vishnu Narayanan <iamwishnu@gmail.com>
Co-authored-by: Pranav <pranavrajs@gmail.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
2025-07-30 10:52:47 -07:00
Sivin Varghese
df4de508e7
feat: New Scenarios page (#11975) 2025-07-30 19:34:27 +05:30
Shivam Mishra
75c57ad039
feat: use captain endpoint config in legacy OpenAI base service (#12060)
This PR migrates the legacy OpenAI integration (where users provide
their own API keys) from using hardcoded `https://api.openai.com`
endpoints to use the configurable `CAPTAIN_OPEN_AI_ENDPOINT` from the
captain configuration. This ensures consistency across all OpenAI
integrations in the platform.

## Changes

- Updated `lib/integrations/openai_base_service.rb` to use captain
endpoint config
- Updated `enterprise/app/models/enterprise/concerns/article.rb` to use
captain endpoint config
- Removed unused `enterprise/lib/chat_gpt.rb` class
- Added tests for endpoint configuration behavior
2025-07-30 08:58:27 +04:00
Shivam Mishra
6475a6a593
feat: add references header to reply emails (#11719)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
2025-07-29 15:54:14 +05:30
Shivam Mishra
441cc065ae
feat: add config for OpenAI endpoint (#12051)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-07-29 09:44:50 +05:30
Victor Eduardo
cbc2807296
fix: Creates contact when Instagram returns No matching Instagram user (#11496)
# Creates contact when Instagram returns `No matching Instagram user`

## Description

The error occurs when Facebook tries to validate the Facebook App
created to authorize Instagram integration.
The Facebook's agent uses a Bot to make tests on the App where is not a
valid user via API, returning `{"error"=>{"message"=>"No matching
Instagram user", "type"=>"IGApiException", "code"=>9010}}`.
Then Facebook rejects the request saying this app is still not ready
once the integration with Instagram didn't work.
We can safely create an unknown contact, making this integration work.

## 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?

There's automated test to cover.

## 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
- [ ] 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>
2025-07-28 13:49:13 +04:00
Shivam Mishra
c09e875c83
feat: skip inbox filter if the user has access to all inboxes (#12043) 2025-07-25 15:29:10 +05:30
Muhsin Keloth
87313ecc35
fix: Add delay to instagram/messenger echo events to prevent duplicate messages (#12032)
- Add 2-second delay to Facebook Messenger echo event processing to
prevent race condition
- Add 2-second delay to Instagram echo event processing for consistency
- Prevent duplicate messages when echo events arrive before send message
API completes processing

---------

Co-authored-by: Sojan Jose <sojan@pepalo.com>
2025-07-24 21:11:02 +04:00
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
Pranav
420be64c45
chore: Automate SSL with Cloudflare (#12021)
This PR adds support for automatic SSL issuance using Cloudflare when a
custom domain is updated.

- Introduced a cloudflare configuration. If present, the system will
attempt to issue an SSL certificate via Cloudflare whenever a custom
domain is added or changed.
- SSL verification is handled using an HTTP challenge.
- The job will store the HTTP challenge response provided by Cloudflare
and serve it under the /.well-known/cf path automatically.

How to test:

- Create a Cloudflare zone for your domain and copy the Zone ID.
- Generate a Cloudflare API token with the required SSL certificate
permissions.
- Set the Fallback Origin under SSL -> Custom HostName to the Chatwoot
installation.
- Add or update a custom domain and verify that the SSL certificate is
automatically issued.

---------

Co-authored-by: Sojan Jose <sojan@pepalo.com>
2025-07-24 13:09:06 +04:00
Pranav
9acb0d86b5
fix: Disable enqueueing Avatar jobs if the URL is invalid (#12035)
- Add a new queue purgable
- Disable enqueuing the job if URL is invalid
2025-07-24 12:56:39 +04:00
Tanmay Deep Sharma
286e3a449d
feat: Introduce the crm_v2 feature flag for CRM changes (#12014)
Introduce crm_v2 feature flag for our upcoming optimisations for CRM

---------

Co-authored-by: Sojan Jose <sojan@pepalo.com>
2025-07-23 17:07:02 +04:00
Shivam Mishra
e5ee6027b4
feat: don't add inbox condition for admins in search (#12028) 2025-07-23 16:30:07 +04:00
Muhsin Keloth
ab1ba1c4c7
feat: Add manual WhatsApp templates sync with UI (#12007)
Fixes https://github.com/chatwoot/chatwoot/issues/9600

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


**Preview**

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


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

---------

Co-authored-by: iamsivin <iamsivin@gmail.com>
2025-07-23 12:22:51 +04:00
Shivam Mishra
b71a0da10d
feat: scenario tools [CW-4597] (#11908)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
2025-07-21 16:42:12 +05:30
Muhsin Keloth
99ec18c95b
feat: Add support for multiple attachments in Slack (#11958) 2025-07-17 09:38:46 +05:30
Sojan Jose
45d4d3660c
feat: Add private note action to automations (#11926)
## Summary
- allow AutomationRule to accept `add_private_note` action
- support `add_private_note` in automation action service
- expose private note action in frontend constants and i18n
- test new automation rule action

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


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

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

## Description

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

Fixes #8465

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

## Type of change

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

## How Has This Been Tested?

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

## Checklist:

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

## What we have changed:

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

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

### Changes included:

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

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

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

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
2025-07-16 09:04:02 +05:30
Vishnu Narayanan
6b8dd3c86a
chore: move UpdateMessageStatus to deferred queue (#11943)
-  move `UpdateMessageStatus` to `deferred` queue below `scheduled_jobs`

---------

Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-07-16 08:19:00 +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
Shivam Mishra
4378506a35
feat: add response guidelines and guardrails field (#11911)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-07-15 08:56:03 +05:30
Shivam Mishra
93f18315cc
feat: add Captain::Scenario Model and API [CW-4597] (#11907)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-07-14 16:12:38 +05:30
Tanmay Deep Sharma
5b9f997fa0
feat: Add the support for images in Captain (#11850) 2025-07-11 23:28:46 +07:00
Shivam Mishra
30a3a35281
feat: remove colon and semicolons when sanitizing inbox name (#11889) 2025-07-08 09:41:40 +05:30
Pranav
b72848513f
fix: Show billing upgrade page if there is a mismatch in the user count (#11886)
Disable features/show billing upgrade for accounts with more users than
the one in the license.

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-07-06 19:30:27 -07:00
Pranav
3e993ead0f
feat: OG Image in Chatwoot Help Center (#11826)
_Note: This is only available for Cloud version of Chatwoot._



![image](https://github.com/user-attachments/assets/b7d61035-8682-4dbd-9460-4f8546ca6a98)
2025-07-03 12:41:12 -07:00
Muhsin Keloth
4e4aa7f580
fix: Handle emoji and special characters in mention notifications (#11857)
Fixes notification display issues when user or team names contain emojis
and special characters. Previously, mention notifications would show
URL-encoded characters instead of properly formatted names with emojis.

  **Before:**
Notification: "John Doe: Hey @%F0%9F%91%8D%20customer%20support please
check this"

  **After:**
  Notification: "John Doe: Hey @👍 customer support please check this"
2025-07-03 11:32:13 +05:30
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
Vishnu Narayanan
20dc4f169c
fix: Do not enforce max_limits if inbox_auto_assignment is disabled (#11849)
# Pull Request Template

## Description

The `auto_assignment` max_limits were being enforced even if the inbox
level `auto_assign` feature was disabled. This was because the
enterprise method was not verifying the feature status before returning
the available agents.

## Type of change

Please delete options that are not relevant.

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


## How Has This Been Tested?
- Tested locally
- Added Specs

## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [x] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [x] Any dependent changes have been merged and published in downstream
modules
2025-07-01 15:10:39 -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
Muhsin Keloth
2573f37d90
chore: Replace content with outgoing_content in webhook data (#11829)
The API channels don't receive CSAT survey URLs in webhook payloads since `webhook_data` uses content instead of outgoing_content.
2025-07-01 12:04:35 +05:30
Pranav
58da92a252
chore: Disable copilot usage after the response count is over (#11845)
Disable copilot if the response usage is over.
2025-06-30 19:06:25 -07:00
Muhsin Keloth
a657b45bd1
feat(revert): "feat: captain image support" (#11841)
Reverts chatwoot/chatwoot#11730
2025-07-01 00:12:07 +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
Shivam Mishra
b7f3f72b9c
fix: Reply time calculation for re-opened conversations (#11787)
This PR fixes the reply time calculation for reopened conversations.
Previously, when a customer sent a message to reopen a resolved
conversation, the reply time metric would be calculated incorrectly
because the `waiting_since` timestamp was not properly set before the
reply event was dispatched. This would create a case where you'd have
reporting events like the following

```
[[33955732, "reply_time", 19.0],
 [33955847, "reply_time", 24.0],
 [33955666, "reply_time", 89.0],
 [33955530, "conversation_bot_handoff", 4.0],
 [33955567, "first_response", 42.0],
 [33955745, "reply_time", 21.0],
 [33955934, "reply_time", 49.0],
 [33955906, "reply_time", 121.0],
 [33987938, "conversation_resolved", 26285.0],
 [35571005, "reply_time", 985492.0]]
```
Note the `reply_time` after `conversation_resolved`

The fix ensures that `waiting_since` is correctly updated when
conversations are reopened, either through incoming messages or manual
status changes, resulting in accurate reply time metrics that measure
only the time from the customer's new message to the agent's response.

## Type of change

Please delete options that are not relevant.

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

## How Has This Been Tested?

The changes have been tested with comprehensive specs that verify:

1. **Reply time calculation after conversation reopening** - Ensures
correct timestamps are used when calculating reply times for reopened
conversations
2. **Waiting since updates on status changes** - Verifies that
`waiting_since` is properly set when conversation status changes from
resolved to open
3. **Test the happy path** - Happy path is tested to ensure the
`reply_time` and `first_response_time` is correctly calculated

Test instructions:
1. Create a conversation with the last message from a customer and
resolve it
2. Have an agent reopen it and reply to it
4. When an agent replies, verify that the agent reply_time event is not
created for this message

To fix any existing data, I've written a small script:
https://gist.github.com/scmmishra/fdf458863f2d971978327bbfd5232d0c

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-06-27 10:48:07 +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
Tanmay Deep Sharma
811eb66615
feat: Add support for image files in Captain (#11730)
# Pull Request Template

## Linear links:
-
https://linear.app/chatwoot/issue/CW-4479/if-image-is-sent-by-the-customer-send-it-to-openai

## Description

This pull request adds “Captain image support” to Chatwoot. It
introduces multimodal message handling so that when a customer sends an
image, Captain can forward the file to OpenAI’s vision endpoint,
generate a caption/analysis
## Type of change

Please delete options that are not relevant.

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

## How Has This Been Tested?

<img width="891" alt="image"
src="https://github.com/user-attachments/assets/c7cc98ed-cc44-4865-a53a-83d129e2fe2c"
/>



## 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>
2025-06-25 19:16:09 -07:00
Pranav
257cd07ee6
fix: Check if there are any subscriptions before we create a default subscription (#11813)
Avoid creating duplicate subscriptions.
2025-06-25 18:53:36 -07:00
Sojan Jose
b7f2c151bf
feat: Voice channel creation Flow (#11775)
This PR introduces a new channel type for voice conversations.

ref: #11481 

## Changes

- Add database migration for channel_voice table with phone_number and
provider_config
- Create Channel::Voice model with E.164 phone number validation and
Twilio config validation
- Add voice channel association to Account model
- Extend inbox helpers and types to support voice channels
- Add voice channel setup UI with Twilio configuration form
- Include voice channel in channel factory and list components
- Add API routes and store actions for voice channel creation
- Add comprehensive translations for voice channel management

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
2025-06-25 14:21:03 -07:00
Muhsin Keloth
97efd36bc5
fix: Add missing CSAT URL in email reply templates (#11808)
As part of PR [#11622](https://github.com/chatwoot/chatwoot/pull/11622),
we intentionally hide CSAT survey URLs from agents in the dashboard to
avoid exposing those links internally. However, email replies being
external communications to contacts should still include the survey
URLs.

We missed handling that specific case for email channels. All other
external channels like WhatsApp, Instagram, Telegram, etc., were already
working correctly and continue to include the survey URLs as intended.

---------

Co-authored-by: Pranav <pranav@chatwoot.com>
2025-06-26 01:19:58 +05:30
Tanmay Deep Sharma
c42dd8a23e
feat: captain should be able to access private notes (#11768)
# Pull Request Template

## Linear task: 

https://linear.app/chatwoot/issue/CW-4482/captain-should-be-able-to-access-private-notes-only-on-copilot

## Description

Captain should be able to access private notes (only on copilot)

## Type of change

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

## How Has This Been Tested?


![image](https://github.com/user-attachments/assets/b25cf81f-85eb-4adb-a1eb-57e1156b9b9e)


![image](https://github.com/user-attachments/assets/20051b31-cbce-41d9-84d9-13bc71687323)


## 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>
2025-06-24 19:00:20 -07:00
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
Pranav
ea4477ccde
fix: Update ActiveStorage::FileNotFoundError error and fix the captain condition in audio transcription (#11779)
Update the error to `ActiveStorage::FileNotFoundError`. Fix the
condition to enable audio transcription and added a spec for it.
2025-06-20 13:20:55 -07:00
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
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
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
Shivam Mishra
ac3bce3932
fix: missing metrics and labels from label summary (#11718) 2025-06-12 17:58:56 +05:30
Sojan Jose
288df3a399
fix: Flaky Instagram unsend message test (#11712)
- Use direct message object reference instead of re-querying through
inbox
- Add message.reload after unsend operation to get updated state
- Remove unnecessary inbox reload that could cause timing issues
- Remove redundant assertions for better test atomicity

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-06-12 02:05:34 -04:00
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
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
Muhsin Keloth
f627dbe42d
feat: hide CSAT survey URLs from agents in dashboard (#11622) 2025-06-11 23:39:47 +05:30
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
Shivam Mishra
35f06f30e7
feat: label reports overview (#11194)
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-06-11 14:35:46 +05:30
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
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
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
25f947223d
feat: sanitize inbox name (#11597)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-06-09 14:46:12 +05:30
Pranav
9b43a0f72b
fix: Retry job if file not found (#11683)
Removed StandardError rescue blocks and added retry_on for
ResponseBuilderJob and AudioTranscriptionJob
2025-06-05 22:53:11 -05:00
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
Pranav
8bc00f707b
feat(ee): Add transcription support for audio messages (#11670)
<img width="419" alt="Screenshot 2025-06-03 at 4 25 37 PM"
src="https://github.com/user-attachments/assets/4b6ddd11-9b91-4981-a571-83746cc4d40b"
/>


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

---------

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


## Changes

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

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

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

---------

Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Pranav <pranavrajs@gmail.com>
2025-06-05 15:53:17 -05:00
Shivam Mishra
e9a132a923
feat: auto resolve label option and fixes (#11541)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-06-04 14:53:24 +05:30
Shivam Mishra
02c4863d95
feat: improve article search ranking (#11640) 2025-06-03 12:01:17 +05:30
Pranav
bae958334d
feat: Update UI for Copilot (#11561)
- Updated UI for copilot
2025-06-02 22:02:03 -05:00
Shivam Mishra
f064b09776
feat: move embedding config to a yaml file (#11611)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-05-30 16:26:40 +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
Sojan Jose
3548948c92
fix: Allow users with report_manage permission to access CSAT reports (#11625)
- Extended CsatSurveyResponsePolicy to support report_manage permission
- Added enterprise extension module following existing pattern
- Users with report_manage custom role can now access CSAT index,
metrics, and download
- Added comprehensive tests for both base and enterprise policy behavior
2025-05-29 12:09:03 -06:00
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
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
443214e9a0
feat: add support for bunny CDN videos (#11601)
Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-05-28 13:50:43 +05:30
Shivam Mishra
3ce026e2bc
feat: save timezone from leadsquared API (#11583) 2025-05-28 09:46:59 +05:30
Pranav
3a0b5f387d
fix: Update specs, add background response job implementation for copilot threads (#11600)
- Enable jobs by default when a copilot thread or a message is created.
- Rename thread_id to copilot_thread_id to keep it consistent with the
model name
- Add a spec for search_linear_issues service
2025-05-27 14:10:27 -06:00
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
Pranav
03c0a7c62e
feat: Add support for more tool, standardize copilot chat service (#11560) 2025-05-23 01:07:07 -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
Pranav
8c0885e1d2
feat: Add support for realtime-events in copilot-threads and copilot-messages (#11557)
- Add API support for creating a thread
- Add API support for creating a message
- Remove uuid from thread (no longer required, we will use existing
websocket connection to send messages)
- Update message_type to a column (user, assistant, assistant_thinking)
2025-05-22 22:25:05 -07:00
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
a3bf753f4c
feat: add embed for wistia (#11547)
Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
2025-05-22 19:09:03 +05:30
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
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
Muhsin Keloth
8565341682
fix: Prevent creating duplicate messages via Instagram echo events (#11535)
Fixes
https://linear.app/chatwoot/issue/CW-4383/copilot-resolution-message-creating-duplicate-conversations-due-to
and
https://linear.app/chatwoot/issue/CW-4287/instagram-channel-missing-existing-source-id-check

When the copilot/system resolves a conversation with a system resolve
message (with `lock_to_single_conversation` disabled), echo events were
creating new conversations instead of using existing ones. This occurred
because we were checking the echo_id in the new conversation rather than
in the resolved conversation. This PR fixes the issue by checking if the
message exists anywhere in the system instead of checking within a
particular conversation.
2025-05-22 11:02:28 +05:30
Pranav
dc7f1597e5
feat: Add support for additional tools in Copilot (#11531)
- Added GetConversation, GetContact, GetArticle, SearchContacts,
SearchArticles
- Update SearchConversations to handle the permissions properly.
2025-05-21 15:49:35 -07:00
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
Pranav
a07f2a7c1b
feat: Add support for search_conversations in copilot (#11520)
Earlier, we were manually checking if a user was an agent and filtering
their conversations based on inboxes. This logic should have been part
of the conversation permissions service.

This PR moves the check to the right place and updates the logic
accordingly.

Other updates:
- Add support for search_conversations service for copilot.
- Use PermissionFilterService in contacts/conversations, conversations,
copilot search_conversations.

---------

Co-authored-by: Sojan <sojan@pepalo.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-05-20 19:22:17 -07:00
Muhsin Keloth
27ec791353
fix: Display message content for CSAT messages in non-widget inboxes (#11528)
We made so many improvements for CSAT via https://github.com/chatwoot/chatwoot/pull/11485. However, we missed showing message content in the dashboard for CSAT URLs created in non-widget inboxes. This PR fixes the issue by ensuring that CSAT-configured messages are passed along with CSAT responses, otherwise defaulting to the translation.
2025-05-20 15:39:18 -07:00
Sivin Varghese
ccb3672ff8
fix: Status not updating when creating a Linear issue (#11523) 2025-05-20 16:04:56 +05:30