a14fd4ed83
303 Commits
| Author | SHA1 | Message | Date | |
|---|---|---|---|---|
Rodribm10
|
28e880d7b6 |
feat(captain/hermes-builder): aba Verificação com 22+ checks + reparo automático
UI nova dentro do Construtor (Hermes) — TabBar com Chat e Verificação. Verificação roda HermesBuilder::Validator (DB+runtime) e exibe resultado agrupado por categoria, com botão Refazer inline em FAIL/WARN reparáveis. Backend (porta dos checks DB do CLI bin/hermes-validate): - HermesBuilder::Validator com 22+ checks: engine, profile, port, secret, parent, unit, Brand, CaptainInbox sync (o bug que travou Juliana), pricing dry-run, Inter creds, typing/response_delay, registry MCP completo. - HermesBuilder::Repairer com 4 handlers automáticos: set_engine_hermes, sync_captain_inbox_unit, set_default_typing_delay, set_default_response_delay. - Endpoints novos: GET assistants, GET validate?slug=, POST repair. Frontend: - builder/Index.vue: wrapper com TabBar. - builder/BuilderChat.vue: extraído do Index original. - builder/BuilderVerification.vue: dropdown + Conferir agora + lista agrupada por categoria com badges + botão Refazer inline. i18n: keys em pt_BR e en sob CAPTAIN_HERMES_BUILDER.VERIFY.*. Filesystem/systemd checks ficam pro CLI hermes-validate (Rails container não enxerga /root/.hermes/profiles do host). Validado HTTP: GET /validate?slug=juliana_qnn1 → 28 PASS / 0 FAIL / 1 WARN. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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Rodribm10
|
041766b427 |
fix(captain/hermes-builder): namespace controller correto + botao iniciar
Bug: controller estava em enterprise/api/v1/accounts/captain/ com namespace Enterprise:: — convencao Chatwoot eh enterprise/app/controllers/api/v1/... direto, classe Api::V1::Accounts::Captain::HermesBuilderController. Sem namespace Enterprise::. 404 acontecia porque rotas registravam Captain:: sem prefixo Enterprise::. Move controller pro path correto. Remove diretorios vazios criados. UX: adiciona endpoint POST /start que envia comando-gatilho oculto pro Construtor comecar fluxo socratico — admin nao precisa digitar primeira mensagem. Vue mostra empty state com botao "Iniciar criacao" em vez de exigir mensagem inicial. i18n keys novas: START + EMPTY_STATE atualizado em pt_BR + en. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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Rodribm10
|
40fd0c8f50 |
feat(captain/hermes-builder): UI Vue + endpoints pra chat com Construtor
Tela "Construtor" no painel Captain (acessivel em sidebar pra admins) que permite criar novo agente Hermes via chat guiado com agente Construtor (profile Hermes separado). Backend (admin scope): - POST /api/v1/accounts/:id/captain/hermes_builder — manda mensagem do admin pro gateway do Construtor (Hermes na porta 8646) - GET — retorna historico da sessao (Rails.cache, TTL 4h) - DELETE /reset — limpa sessao - POST /webhooks/captain/builder_callback — recebe respostas async do Construtor via plugin captain-http-callback do Hermes - HermesBuilder::Storage (Rails.cache) — persiste msgs por session_key (account_id + user_id) com role/content/created_at - HermesBuilder::Dispatcher — encaminha pro webhook do Construtor com HMAC opcional via ENV HERMES_BUILDER_WEBHOOK_SECRET Frontend: - Pagina Vue HermesBuilder/Index.vue — chat simples com: * Lista de mensagens com bubbles user/construtor * Indicador "digitando..." enquanto aguarda resposta * Input com Enter pra enviar / Shift+Enter pra nova linha * Polling 2s pra novas msgs * Botao Limpar conversa - API client em api/captain/hermesBuilder.js - Rota captain_hermes_builder_index (admin only) - Item no sidebar Captain "Construtor (Hermes)" - i18n keys CAPTAIN.HERMES_BUILDER em pt_BR + en UX flow: Admin abre tela → digita "olá" → Construtor pergunta nome → admin responde → marca, persona, tabela (com opcao copiar de existente), regras, FAQs, identidade → resumo → confirmar → Construtor chama save_agent_spec → JSON salvo em /tmp/agent-specs/<slug>.json pra revisao posterior. NAO cria filesystem do profile nem registros DB (etapa SEPARADA, prox sessao). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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Rodribm10
|
d831ee4d33 |
feat(reports): Painel Diretoria — Onda 1A (leitura)
Primeira onda do roadmap de indicadores executivos do Grupo Nova. Mede ADOÇÃO DO CANAL DIGITAL, não a operação total — banner explícito alerta que reservas fechadas manualmente na recepção ainda não estão capturadas (Onda 1B vai adicionar marcação manual via botão na conversa). Backend: - V2::Reports::ConversionFunnelBuilder — leads (novo/retorno/total), reservas (criadas != draft, pagas in active/completed/confirmed), taxas de conversão. Filtro opcional por inbox. - V2::Reports::InboxBenchmarkingBuilder — uma linha por inbox com brand_name (via Captain::UnitInbox -> Unit -> Brand) - Endpoints GET /reports/conversion_funnel e /reports/inbox_benchmarking - RSpec do ConversionFunnelBuilder Frontend: - Rota top-level Reports → Painel Diretoria - DirectoryDashboard.vue: banner de adoção + filtros + cards + funil + tabela benchmarking agrupada por marca com variação vs média - API client getConversionFunnel + getInboxBenchmarking - i18n EN + PT Memórias suporte: feedback_metricas_adocao_canal.md + project_painel_diretoria_roadmap.md Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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Rodribm10
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e9b8b6e587 |
feat(reports): filtro por inbox no Relatório do Bot
Hoje as métricas e séries do BotReports agregam toda a conta — não dá pra ver "a Jasmine da PrimeAL está errando mais que a do Qnn01". Cada unidade tem prompt próprio, então um sintoma localizado precisa de medição localizada. Backend: - Inbox#has_many :reporting_events (relação inversa que faltava) - BotMetricsBuilder aceita inbox_id e filtra bot_conversations + base_reporting_events - bot_metrics endpoint passa inbox_id pelos params permitidos - count_report_builder já suporta scope=inbox; agora funciona pra bot_resolutions_count e bot_handoffs_count graças à relação acima Frontend: - BotReports.vue: ReportFilters com filter-type='inboxes' e dropdown ativo - Quando uma inbox é escolhida, requestPayload inclui inboxId/type/id e os fetches (BotMetrics + ReportContainer) passam o filtro - API client getBotMetrics aceita inboxId; getBotSummary aceita type+id - Sem inbox selecionada: comportamento antigo (agregação da conta) Bonus na rake task de retroativo: - rebuild_bot_resolved.rake: Message.unscope(:order) pra evitar conflito PG::InvalidColumnReference (DISTINCT + ORDER BY default scope) Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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Rodribm10
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3897db325e |
feat(reports): aba "Novas × Retorno" no Inbox Report
Mede por inbox/período: leads novos (1ª conversa do contato em qualquer inbox da rede), retorno (conversa anterior resolved há >24h) e outras (conversa anterior open ou resolved <24h). Categorias somadas batem com o conversations_count nativo do report — bucket "outras" garante o fechamento. - Novo builder V2::Reports::InboxLeadsSummaryBuilder com CTE única - Endpoint GET /api/v2/accounts/:id/reports/inbox_leads_summary - Tabs no InboxReportsShow (Visão Geral | Novas × Retorno) - Componente InboxLeadsReport com 3 metric cards + barras empilhadas - API client + Pinia (state/getters/actions/mutations) - i18n en + pt_BR - RSpec do builder cobrindo classificação e isolamento por inbox Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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Rodribm10
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34d42dfbbd |
feat: remove Notificações Automáticas + ajusta assinatura WhatsApp
1. Captain — remove feature Notificações Automáticas (captain_notification_templates)
Feature órfã: 0 registros em prod, substituída pela Jornada do Cliente
(Lifecycle). Sem dependências fora dela própria. Removido:
- Vue: routes/settings/captain/notifications/ + entry no captain.routes.js
- Sidebar: item "Notifications" do Captain menu
- Store: modules captainNotificationTemplates + import no store/index
- API: api/captain/notificationTemplates.js
- Controller: api/v1/accounts/captain/notification_templates_controller
- Model: Captain::NotificationTemplate
- Job: enterprise/app/jobs/captain/notifications/
- Routes: resources :notification_templates no config/routes.rb
- i18n: chaves CAPTAIN_SETTINGS.NOTIFICATIONS + SIDEBAR.CAPTAIN_NOTIFICATIONS
em pt_BR e en (captain.json + settings.json)
Tabela captain_notification_templates mantida (0 rows, sem consumidores).
Se quiser drop, criar migration separada depois.
2. WhatsApp — tira colchetes do prefixo de assinatura
Era: *[ Jasmine(PrimeAL) ]*\ncontent
Agora: *Jasmine(PrimeAL)*\ncontent
Afeta wuzapi_service (outgoing) + incoming_message_wuzapi_service (echo)
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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Rodribm10
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6fa2f621fa |
feat(retention): UI layer — badge, filters, cohort matrix, KPI dashboard
- RetentionSummaryBadge in the "Previous conversations" sidebar: tiered status (First contact / Active / Recurring / Sleeping / At risk / Inactive) + counts of interactions, one-shots, Pix. - Retention tab in Captain Reports: KpiCards, FlowCard, CohortMatrix (12x13 heatmap with CSV export). - Five new filters on the contacts list: recurring, last interaction, days since, interactions count, reservations paid. - Full pt_BR + en i18n under CAPTAIN_REPORTS.RETENTION.* - Spec for InteractionCalculatorService covering gap behavior, one-shot classification, internal-label exclusion, multi-conversation grouping across the 30h window. - Docs: docs/captain-retention-indicators.md with business rules, column reference, endpoint shape, and backup SQL queries. |
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Rodribm10
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cfffea9c16 |
feat(captain): semantic memory fixes + roleta + reclamações + analytics
Consolida o trabalho desta branch de abril/2026 em um bloco pronto pra testar em staging antes do merge pra main. ## Correções de memória semântica - ExtractionService: Princípio Zero + Regra de Ouro (ação consumada vs intenção). - Cenário Daniela_Reservas: Passo 0 de classificação (consulta/intenção/fora). ## Roleta da Sorte (end-to-end) - Schema Supabase + 7 RPCs atômicas (server-side, idempotentes). - Services: Offer, Redeem, WeeklyReport. - Jobs: OfferRouletteJob (hook em ConfirmationService após Pix pago), NotifyRevealed + Scheduler de fallback. - Tool manual GenerateRoletaLinkTool + endpoint público /roleta/notify. - Dashboard /captain/roleta com Resgate + Relatório + anomaly detection. ## Cenário Reclamacoes_Ouvidoria - Triagem P1-P4, framework LAST, Three-level listening, Self-check. - Sem compensação material, detecção de cliente frustrado eleva prioridade. ## Analytics - Funil de conversão /captain/funnel: 5 etapas via regex, zero LLM. - Detector de churn via ChurnOutreach* (cron dias úteis 10h-17h BRT). ## Trabalho pré-existente incluído - Captain Executive Reports (ceo_digest, mattermost_delivery). - get_reserva_preco_tool, Lifecycle ajustes, Reservations UI polimentos. ## Outros - .gitignore: patterns pra credenciais. - Migrations de scenarios idempotentes. - i18n completa pt_BR+en pra roleta/funnel. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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Rodribm10
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2f7d8edd92 |
feat(captain-memory): add Contact Memory UI component + API client + i18n
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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Rodribm10
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b69053ae62 |
feat(lifecycle): API clients for rules/config/deliveries + concierge update
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> |
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Rodrigo Borba
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fe24d381cd | feat: configuração de landing pages por domínio e generalização da galeria | ||
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Rodrigo Borba
|
118f52e239 |
feat: lead attribution tracking - landing page origin detection
- Cria modelo LeadClick para registrar cliques das landing pages - Cria modelo LandingHost para mapear hostname → inbox_id - Endpoint público POST /track/click para receber eventos de clique - Leads::AttributionMatcherService para correlacionar clique com conversa - Integração com IncomingMessageWuzapiService para atribuição automática - API REST para gerenciar LandingHosts por inbox (index/create/destroy) - UI: nova aba 'Landing Pages' nas configurações da caixa de entrada - Dashboard API client dedicado (landingHosts.js) - RuboCop: refatora shift_signature_name, TrackingController, AttributionMatcherService e WuzapiService |
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Rodrigo Borba
|
84fff38d94 |
refactor: move notification templates de units para inboxes
- Arquitetura corrigida: templates agora pertencem à inbox (WhatsApp),
não à unidade PIX (que é uma config financeira, não de mensagens)
- Migration: troca FK captain_unit_id -> inbox_id (up/down explícito)
- Model: belongs_to :inbox; scope for_inbox
- Controller: escopo via account.inboxes.find(inbox_id)
- Rotas: move de captain/units/:id → inboxes/:id/notification_templates
- Scanner job: joins(:conversation).where(conversations: {inbox_id:})
- UI: página /captain/notifications com seletor de inbox no topo
(chips clicáveis, templates carregam por watch no selectedInboxId)
- i18n PT/EN: novas keys INBOX_LABEL, SELECT_INBOX_HINT, EMPTY
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Rodrigo Borba
|
44908f32d1 |
feat: sistema de notificações de reserva com templates configuráveis
- Adiciona check_in_at/duration_hours ao schema do tool CreateReservationIntent para que a IA capture o horário EXATO de chegada informado pelo cliente - Cria captain_notification_templates: label, content, timing_minutes, timing_direction (before/after), active, position - Implementa SendNotificationService com interpolação de variáveis (guest_name, check_in_time, check_out_time, suite_name, unit_name) - Implementa NotificationScannerJob (Sidekiq-cron a cada 5min) com janela de tolerância de ±5min e idempotência via metadata JSONB - API REST: /captain/units/:unit_id/notification_templates (CRUD) - Store Vuex captainNotificationTemplates + API client - UI: página de gestão de templates com editor inline e botão '+' - Configura rota captain_settings_notifications - i18n PT/EN para todas as strings novas - Rubocop e ESLint: zero offenses |
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Rodrigo Borba
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7108bb135e | feat(captain): permite criacao manual de reserva via painel e conversa | ||
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Rodrigo Borba
|
87bff8126c |
feat(captain): add AI reports page with insights generation
Implementa a página Relatórios IA com geração de análises semanais por IA baseadas nas conversas de cada unidade/caixa de entrada. Funcionalidades: - Página /settings/captain/reports com dois tabs (Insights IA / Operacional) - Botão "Gerar Análise" que enfileira job Sidekiq - Filtro por unidade ou caixa de entrada - Exibe insights com status (pendente/processando/concluído/falhou) - Mostra top_topics, ai_failures e period_summary - Estado vazio com CTA para gerar primeiro relatório Backend: - InsightsController com endpoints index/show/generate - GenerateInsightsJob que processa conversas com LLM - ConversationInsightService com chunking e merge inteligente - Migração para adicionar inbox_id à tabela captain_conversation_insights - Link sidebar "Relatórios IA" em /settings/captain/reports Frontend: - Vuex store captainReports com actions/mutations/getters - API client CaptainReportsAPI (getInsights, generateInsight) - i18n en e pt_BR para CAPTAIN_REPORTS.* Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> |
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Rodrigo Borba
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0e7dc282c4 | chore(style): fix rubocop offenses and update typing indicators | ||
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Gabriel Jablonski
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ce39e54308
|
feat: add audio transcoding support for WhatsApp Cloud API (#220)
* feat: add audio transcoding support for WhatsApp Cloud API - Introduced `Audio::TranscodeService` to handle audio transcoding to OGG/Opus format. - Updated `Messages::MessageBuilder` to transcode audio attachments based on `transcode_audio` parameter. - Enhanced `WhatsappCloudService` to normalize audio content types and send voice flag for recorded audio in OGG format. - Added utility functions for audio conversion in JavaScript. - Updated Dockerfile to include FFmpeg for audio processing. - Added tests for audio transcoding and WhatsApp Cloud service interactions. * feat: enhance audio handling with transcoding support and error management * feat: improve audio transcoding error handling and enhance audio recording features * feat: enhance audio transcoding process and error handling for better reliability * feat: update recorded audio handling to support boolean and array formats |
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Gabriel Jablonski
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3b8a38b153
|
feat: Implement existing template linking for CSAT surveys (#218)
* feat: Implement existing template linking for CSAT surveys - Added functionality to link existing CSAT templates for WhatsApp channels. - Introduced a new component for selecting existing templates. - Updated the dashboard settings page to support template mode switching between creating new and using existing templates. - Enhanced the CSAT template management service to handle linking existing templates and fetching available templates. - Updated API routes to include linking and fetching available templates. - Added tests for the new linking functionality and template availability checks. * feat: Enhance CSAT template handling and validation across services and components * feat: Refactor body variable extraction for CSAT templates and update related validations * feat: Add linked_at field to CSAT template responses and update related handling * feat: Add tests for ConversationDrop date formatting and CSAT template body variable handling |
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gabrieljablonski
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9a4c5058f3 | Merge branch 'main' into chore/merge-upstream-4.11.0 | ||
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Cayo P. R. Oliveira
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f9d1146cb0
|
feat: mensagens agendadas (#198)
* feat: Adds model for scheduling messages * feat: Implement scheduled message handling and processing jobs * feat: Add ScheduledMessagesController and associated specs for managing scheduled messages * refactor: Simplify scheduled message job specs and improve metadata handling * feat: Add ScheduledMessagePolicy for managing access to scheduled messages * feat: Add routes for managing scheduled messages * feat: Add scheduled message event handling and broadcasting * feat: Add JSON views for scheduled messages creation, destruction, updating, and indexing * feat: Update scheduled message status and dispatch update event after message creation * feat: Ensure scheduled message updates trigger dispatch event * feat: Add mutation types for managing scheduled messages * feat: Add additionalAttributes prop to Message component and provider * feat: Implement scheduled message handling in ActionCable and Vuex store * feat: Add unit tests for scheduled messages actions and mutations * feat: implement scheduled messages functionality - Added support for scheduling messages in the conversation dashboard. - Introduced new components: ScheduledMessageModal and ScheduledMessages for managing scheduled messages. - Enhanced ReplyBottomPanel to include scheduling options. - Updated Base.vue to handle scheduled message styling. - Integrated Vuex store module for managing scheduled messages state. - Added necessary translations for scheduled messages in English and Portuguese. * feat: add pagination to scheduled messages index and update tests accordingly * chore: update scheduled messages specs for future time validation and response status * chore: enhance scheduled messages API with pagination and add skeleton loader component * feat: add create_scheduled_message action to automation rule attributes * feat: implement create_scheduled_message action and enhance attachment handling * feat: add scheduled message functionality with UI components and localization * test: enhance scheduledMessages mutations tests with meta handling and structure * chore: update label to display file name upon successful upload in AutomationFileInput component * feat: add initialAttachment prop to ScheduledMessageModal and update ReplyBox to pass attachment * chore: prepend_mod_with to ScheduledMessagesController for better module handling * fix: attachment visibility in ScheduledMessageItem component * chore: enhance ScheduledMessage model with validations and reduce controller load * refactor: simplify ScheduledMessagesAPI methods by removing unnecessary instance variable * chore: update event emission for scheduled message creation in ReplyBox and ScheduledMessageModal * refactor: update status configuration to use label keys * chore: update date formatting in ScheduledMessageItem component * refactor: collapse logic to checkOverflow and update related functionality * chore: add author indication for current user in scheduled messages * chore: enhance scheduled message metadata with author information and localization * fix: send message shortcut * chore: handle errors in scheduled message submission * chore: update scheduled message modal to use combined date and time input * chore: refactor scheduled messages handling to remove pagination and update related tests * fix: ensure scheduled messages update status and dispatch on failure * fix: update scheduled message due date logic and simplify sending checks * refactor: rename build_message method for send_message * fix: update scheduled message creation time and improve test reliability * chore: ignore unnecessary check * chore: add scheduled message metadata handling in message builder, add scheduled message factorie and update specs * refactor: use scheduled message factorie creation in specs * chore: streamline error handling in scheduled message job and remove dispatch logic * fix: change scheduled_messages association to destroy dependent records * refactor: remove unused attributes from scheduled message payload builder * chore: update scheduled message retrieval to use conversation association * chore: correct cron format for scheduled messages job * chore: remove migration for author_type in scheduled_messages * feat: enhance scheduled messages management with delete confirmation and error handling * chore: set cron poll interval to 10 seconds for improved scheduling precision * feat: include additional_attributes in message JSON response * feat: enhance scheduled message validation and localization support * chore: update scheduled message display * Merge branch 'main' into Cayo-Oliveira/CU-86aenh268/Mensagens-agendadas * feat: add scheduled message indicators and validation for message length * fix: remove unnecessary condition from line-clamp class binding * feat: update scheduled messages localization and enhance content validation * feat: update scheduled messages order, enhance scheduledAt computation, and add message association * fix: reorder condition for Facebook channel message length computation * fix: change detection for attachments in scheduled messages * fix: remove unnecessary colon from close-on-backdrop-click prop in ScheduledMessageModal * chore: add error handling for scheduled message deletion and update localization for delete failure * fix: enforce minimum delay of 1 minute for scheduled messages and update validation * fix: remove unused private property and improve locale formatting for scheduled messages * fix: adjust positioning of DropdownBody in ReplyBottomPanel and clean up schema foreign keys * docs: add scheduled messages management APIs and payload definitions --------- Co-authored-by: gabrieljablonski <contact@gabrieljablonski.com> |
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Gabriel Jablonski
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0de6001b97
|
feat: add message editing functionality with UI support (#195)
* feat: add message editing functionality with UI support * feat: enhance message editing with content length validation and context menu adjustments |
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Shivam Mishra
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6a482926b4
|
feat: new Captain Editor (#13235)
Co-authored-by: Aakash Bakhle <48802744+aakashb95@users.noreply.github.com> Co-authored-by: Vishnu Narayanan <iamwishnu@gmail.com> Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com> Co-authored-by: iamsivin <iamsivin@gmail.com> Co-authored-by: aakashb95 <aakashbakhle@gmail.com> |
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gabrieljablonski
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6ab1898992 | Merge branch 'main' into chore/merge-upstream-4.10 | ||
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Sivin Varghese
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821a5b85c2
|
feat: Add conversations summary CSV export (#13110)
# Pull Request Template ## Description This PR adds support for exporting conversation summary reports as CSV. Previously, the Conversations report incorrectly showed an option to download agent reports; this has now been fixed to export conversation-level data instead. Fixes https://linear.app/chatwoot/issue/CW-6176/conversation-reports-export-button-exports-agent-reports-instead ## 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? ### Screenshot <img width="1859" height="1154" alt="image" src="https://github.com/user-attachments/assets/419d26f4-fda9-4782-aea6-55ffad0c37ab" /> ## 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: Muhsin Keloth <muhsinkeramam@gmail.com> |
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Shivam Mishra
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34b42a1ce1
|
feat: add global config for captain settings (#13141)
Co-authored-by: aakashb95 <aakashbakhle@gmail.com> Co-authored-by: Aakash Bakhle <48802744+aakashb95@users.noreply.github.com> |
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Vinay Keerthi
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59cbf57e20
|
feat: Advanced Search Backend (#12917)
## Description
Implements comprehensive search functionality with advanced filtering
capabilities for Chatwoot (Linear: CW-5956).
This PR adds:
1. **Time-based filtering** for contacts and conversations (SQL-based
search)
2. **Advanced message search** with multiple filters
(OpenSearch/Elasticsearch-based)
- **`from` filter**: Filter messages by sender (format: `contact:42` or
`agent:5`)
- **`inbox_id` filter**: Filter messages by specific inbox
- **Time range filters**: Filter messages using `since` and `until`
parameters (Unix timestamps in seconds)
- **90-day limit enforcement**: Automatically limits searches to the
last 90 days to prevent performance issues
The implementation extends the existing `Enterprise::SearchService`
module for advanced features and adds time filtering to the base
`SearchService` for SQL-based searches.
## API Documentation
### Base URL
All search endpoints follow this pattern:
```
GET /api/v1/accounts/{account_id}/search/{resource}
```
### Authentication
All requests require authentication headers:
```
api_access_token: YOUR_ACCESS_TOKEN
```
---
## 1. Search All Resources
**Endpoint:** `GET /api/v1/accounts/{account_id}/search`
Returns results from all searchable resources (contacts, conversations,
messages, articles).
### Parameters
| Parameter | Type | Description | Required |
|-----------|------|-------------|----------|
| `q` | string | Search query | Yes |
| `page` | integer | Page number (15 items per page) | No |
| `since` | integer | Unix timestamp (contacts/conversations only) | No
|
| `until` | integer | Unix timestamp (contacts/conversations only) | No
|
### Example Request
```bash
curl -X GET "https://app.chatwoot.com/api/v1/accounts/1/search?q=customer" \
-H "api_access_token: YOUR_ACCESS_TOKEN"
```
### Example Response
```json
{
"payload": {
"contacts": [...],
"conversations": [...],
"messages": [...],
"articles": [...]
}
}
```
---
## 2. Search Contacts
**Endpoint:** `GET /api/v1/accounts/{account_id}/search/contacts`
Search contacts by name, email, phone number, or identifier with
optional time filtering.
### Parameters
| Parameter | Type | Description | Required |
|-----------|------|-------------|----------|
| `q` | string | Search query | Yes |
| `page` | integer | Page number (15 items per page) | No |
| `since` | integer | Unix timestamp - filter by last_activity_at | No |
| `until` | integer | Unix timestamp - filter by last_activity_at | No |
### Example Requests
**Basic search:**
```bash
curl -X GET "https://app.chatwoot.com/api/v1/accounts/1/search/contacts?q=john" \
-H "api_access_token: YOUR_ACCESS_TOKEN"
```
**Search contacts active in the last 7 days:**
```bash
SINCE=$(date -v-7d +%s)
curl -X GET "https://app.chatwoot.com/api/v1/accounts/1/search/contacts?q=john&since=${SINCE}" \
-H "api_access_token: YOUR_ACCESS_TOKEN"
```
**Search contacts active between 30 and 7 days ago:**
```bash
SINCE=$(date -v-30d +%s)
UNTIL=$(date -v-7d +%s)
curl -X GET "https://app.chatwoot.com/api/v1/accounts/1/search/contacts?q=john&since=${SINCE}&until=${UNTIL}" \
-H "api_access_token: YOUR_ACCESS_TOKEN"
```
### Example Response
```json
{
"payload": {
"contacts": [
{
"id": 42,
"email": "john@example.com",
"name": "John Doe",
"phone_number": "+1234567890",
"identifier": "user_123",
"additional_attributes": {},
"created_at": 1701234567
}
]
}
}
```
---
## 3. Search Conversations
**Endpoint:** `GET /api/v1/accounts/{account_id}/search/conversations`
Search conversations by display ID, contact name, email, phone number,
or identifier with optional time filtering.
### Parameters
| Parameter | Type | Description | Required |
|-----------|------|-------------|----------|
| `q` | string | Search query | Yes |
| `page` | integer | Page number (15 items per page) | No |
| `since` | integer | Unix timestamp - filter by last_activity_at | No |
| `until` | integer | Unix timestamp - filter by last_activity_at | No |
### Example Requests
**Basic search:**
```bash
curl -X GET "https://app.chatwoot.com/api/v1/accounts/1/search/conversations?q=billing" \
-H "api_access_token: YOUR_ACCESS_TOKEN"
```
**Search conversations active in the last 24 hours:**
```bash
SINCE=$(date -v-1d +%s)
curl -X GET "https://app.chatwoot.com/api/v1/accounts/1/search/conversations?q=billing&since=${SINCE}" \
-H "api_access_token: YOUR_ACCESS_TOKEN"
```
**Search conversations from last month:**
```bash
SINCE=$(date -v-30d +%s)
UNTIL=$(date +%s)
curl -X GET "https://app.chatwoot.com/api/v1/accounts/1/search/conversations?q=billing&since=${SINCE}&until=${UNTIL}" \
-H "api_access_token: YOUR_ACCESS_TOKEN"
```
### Example Response
```json
{
"payload": {
"conversations": [
{
"id": 123,
"display_id": 45,
"inbox_id": 1,
"status": "open",
"messages": [...],
"meta": {...}
}
]
}
}
```
---
## 4. Search Messages (Advanced)
**Endpoint:** `GET /api/v1/accounts/{account_id}/search/messages`
Advanced message search with multiple filters powered by
OpenSearch/Elasticsearch.
### Prerequisites
- OpenSearch/Elasticsearch must be running (`OPENSEARCH_URL` env var
configured)
- Account must have `advanced_search` feature flag enabled
- Messages must be indexed in OpenSearch
### Parameters
| Parameter | Type | Description | Required |
|-----------|------|-------------|----------|
| `q` | string | Search query | Yes |
| `page` | integer | Page number (15 items per page) | No |
| `from` | string | Filter by sender: `contact:{id}` or `agent:{id}` |
No |
| `inbox_id` | integer | Filter by specific inbox ID | No |
| `since` | integer | Unix timestamp - searches from this time (max 90
days ago) | No |
| `until` | integer | Unix timestamp - searches until this time | No |
### Important Notes
- **90-Day Limit**: If `since` is not provided, searches default to the
last 90 days
- If `since` exceeds 90 days, returns `422` error: "Search is limited to
the last 90 days"
- All time filters use message `created_at` timestamp
### Example Requests
**Basic message search:**
```bash
curl -X GET "https://app.chatwoot.com/api/v1/accounts/1/search/messages?q=refund" \
-H "api_access_token: YOUR_ACCESS_TOKEN"
```
**Search messages from a specific contact:**
```bash
curl -X GET "https://app.chatwoot.com/api/v1/accounts/1/search/messages?q=refund&from=contact:42" \
-H "api_access_token: YOUR_ACCESS_TOKEN"
```
**Search messages from a specific agent:**
```bash
curl -X GET "https://app.chatwoot.com/api/v1/accounts/1/search/messages?q=refund&from=agent:5" \
-H "api_access_token: YOUR_ACCESS_TOKEN"
```
**Search messages in a specific inbox:**
```bash
curl -X GET "https://app.chatwoot.com/api/v1/accounts/1/search/messages?q=refund&inbox_id=3" \
-H "api_access_token: YOUR_ACCESS_TOKEN"
```
**Search messages from the last 7 days:**
```bash
SINCE=$(date -v-7d +%s)
curl -X GET "https://app.chatwoot.com/api/v1/accounts/1/search/messages?q=refund&since=${SINCE}" \
-H "api_access_token: YOUR_ACCESS_TOKEN"
```
**Search messages between specific dates:**
```bash
SINCE=$(date -v-30d +%s)
UNTIL=$(date -v-7d +%s)
curl -X GET "https://app.chatwoot.com/api/v1/accounts/1/search/messages?q=refund&since=${SINCE}&until=${UNTIL}" \
-H "api_access_token: YOUR_ACCESS_TOKEN"
```
**Combine all filters:**
```bash
SINCE=$(date -v-14d +%s)
curl -X GET "https://app.chatwoot.com/api/v1/accounts/1/search/messages?q=refund&from=contact:42&inbox_id=3&since=${SINCE}" \
-H "api_access_token: YOUR_ACCESS_TOKEN"
```
**Attempt to search beyond 90 days (returns error):**
```bash
SINCE=$(date -v-120d +%s)
curl -X GET "https://app.chatwoot.com/api/v1/accounts/1/search/messages?q=refund&since=${SINCE}" \
-H "api_access_token: YOUR_ACCESS_TOKEN"
```
### Example Response (Success)
```json
{
"payload": {
"messages": [
{
"id": 789,
"content": "I need a refund for my purchase",
"message_type": "incoming",
"created_at": 1701234567,
"conversation_id": 123,
"inbox_id": 3,
"sender": {
"id": 42,
"type": "contact"
}
}
]
}
}
```
### Example Response (90-day limit exceeded)
```json
{
"error": "Search is limited to the last 90 days"
}
```
**Status Code:** `422 Unprocessable Entity`
---
## 5. Search Articles
**Endpoint:** `GET /api/v1/accounts/{account_id}/search/articles`
Search help center articles by title or content.
### Parameters
| Parameter | Type | Description | Required |
|-----------|------|-------------|----------|
| `q` | string | Search query | Yes |
| `page` | integer | Page number (15 items per page) | No |
### Example Request
```bash
curl -X GET "https://app.chatwoot.com/api/v1/accounts/1/search/articles?q=installation" \
-H "api_access_token: YOUR_ACCESS_TOKEN"
```
### Example Response
```json
{
"payload": {
"articles": [
{
"id": 456,
"title": "Installation Guide",
"slug": "installation-guide",
"portal_slug": "help",
"account_id": 1,
"category_name": "Getting Started",
"status": "published",
"updated_at": 1701234567
}
]
}
}
```
---
## Technical Implementation
### SQL-Based Search (Contacts, Conversations, Articles)
- Uses PostgreSQL `ILIKE` queries by default
- Optional GIN index support via `search_with_gin` feature flag for
better performance
- Time filtering uses `last_activity_at` for contacts/conversations
- Returns paginated results (15 per page)
### Advanced Search (Messages)
- Powered by OpenSearch/Elasticsearch via Searchkick gem
- Requires `OPENSEARCH_URL` environment variable
- Requires `advanced_search` account feature flag
- Enforces 90-day lookback limit via
`Limits::MESSAGE_SEARCH_TIME_RANGE_LIMIT_DAYS`
- Validates inbox access permissions before filtering
- Returns paginated results (15 per page)
---
## Type of change
- [x] New feature (non-breaking change which adds functionality)
- [x] Enhancement (improves existing functionality)
---
## How Has This Been Tested?
### Unit Tests
- **Contact Search Tests**: 3 new test cases for time filtering
(`since`, `until`, combined)
- **Conversation Search Tests**: 3 new test cases for time filtering
- **Message Search Tests**: 10+ test cases covering:
- Individual filters (`from`, `inbox_id`, time range)
- Combined filters
- Permission validation for inbox access
- Feature flag checks
- 90-day limit enforcement
- Error handling for exceeded time limits
### Test Commands
```bash
# Run all search controller tests
bundle exec rspec spec/controllers/api/v1/accounts/search_controller_spec.rb
# Run search service tests (includes enterprise specs)
bundle exec rspec spec/services/search_service_spec.rb
```
### Manual Testing Setup
A rake task is provided to create 50,000 test messages across multiple
inboxes:
```bash
# 1. Create test data
bundle exec rake search:setup_test_data
# 2. Start OpenSearch
mise elasticsearch-start
# 3. Reindex messages
rails runner "Message.search_index.import Message.all"
# 4. Enable feature flag
rails runner "Account.first.enable_features('advanced_search')"
# 5. Test via API or Rails console
```
---
## 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 (this PR
description)
- [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
---
## Additional Notes
### Requirements
- **OpenSearch/Elasticsearch**: Required for advanced message search
- Set `OPENSEARCH_URL` environment variable
- Example: `export OPENSEARCH_URL=http://localhost:9200`
- **Feature Flags**:
- `advanced_search`: Account-level flag for message advanced search
- `search_with_gin` (optional): Account-level flag for GIN-based SQL
search
### Performance Considerations
- 90-day limit prevents expensive long-range queries on large datasets
- GIN indexes recommended for high-volume search on SQL-based resources
- OpenSearch/Elasticsearch provides faster full-text search for messages
### Breaking Changes
- None. All new parameters are optional and backward compatible.
### Frontend Integration
- Frontend PR tracking advanced search UI will consume these endpoints
- Time range pickers should convert JavaScript `Date` to Unix timestamps
(seconds)
- Date conversion: `Math.floor(date.getTime() / 1000)`
### Error Handling
- Invalid `from` parameter format is silently ignored (filter not
applied)
- Time range exceeding 90 days returns `422` with error message
- Missing `q` parameter returns `422` (existing behavior)
- Unauthorized inbox access is filtered out (no error, just excluded
from results)
---------
Co-authored-by: iamsivin <iamsivin@gmail.com>
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>
|
||
|
Muhsin Keloth
|
3e5b2979eb
|
feat: Add support for sending CSAT surveys via templates (Whatsapp Cloud) (#12787)
This PR enables sending CSAT surveys on WhatsApp using approved WhatsApp message templates, ensuring survey delivery even after the 24-hour session window. The system now automatically creates, updates, and monitors WhatsApp CSAT templates without manual intervention. <img width="1664" height="1792" alt="approved" src="https://github.com/user-attachments/assets/c6efd61e-1d01-4738-abb6-0afc0dace975" /> #### Why this change Previously, WhatsApp CSAT messages failed outside the 24-hour customer window. With this update: - CSAT surveys are delivered reliably using WhatsApp templates - Template creation happens automatically in the background - Users can modify survey content and recreate templates easily - Clear UI states show template approval status #### Screens & States <details> <summary>Default — No template configured yet</summary> <img width="1662" height="1788" alt="default" src="https://github.com/user-attachments/assets/ed26d71b-cf7c-4a26-a2af-da88772c847c" /> </details> <details> <summary>Pending — Template submitted, awaiting Meta approval</summary> <img width="1658" height="1816" alt="pending" src="https://github.com/user-attachments/assets/923b789b-d91b-4364-905d-e56a2b65331a" /> </details> <details> <summary>Approved — Survey will be sent when conversation resolves</summary> <img width="1664" height="1792" alt="approved" src="https://github.com/user-attachments/assets/c6efd61e-1d01-4738-abb6-0afc0dace975" /> </details> <details> <summary>Rejected — Template rejected by Meta</summary> <img width="1672" height="1776" alt="rejected" src="https://github.com/user-attachments/assets/f69a9b0e-be27-4e67-a993-7b8149502c4f" /> </details> <details> <summary>Not Found — Template missing in Meta Platform</summary> <img width="1660" height="1784" alt="not-exist" src="https://github.com/user-attachments/assets/a2a4b4f7-b01a-4424-8fcb-3ed84256e057" /> </details> <details> <summary>Edit Template — Delete & recreate template on change</summary> <img width="2342" height="1778" alt="edit-survey" src="https://github.com/user-attachments/assets/0f999285-0341-4226-84e9-31f0c6446924" /> </details> #### Test Cases **1. First-time CSAT setup on WhatsApp inbox** - Enable CSAT - Enter message + button text - Save - Expected: Template created automatically, UI shows pending state **2. CSAT toggle without changing text** - Existing approved template - Toggle CSAT OFF → ON (no text change) - Expected: No confirmation alert, no template recreation **3. Editing only survey rules** - Modify labels or rule conditions only - Expected: No confirmation alert, template remains unchanged **4. Template text change** - Change survey message or button text - Save - Expected: - Confirmation dialog shown - On confirm → previous template deleted, new one created - On cancel → revert to previous values **5. Language change** - Change template language (e.g., en → es) - Expected: Confirmation dialog + new template on confirm **6. Sending survey** - Template approved → always send template - Template pending → send free-form within 24 hours only - Template rejected/missing → fallback to free-form (if within window) - Outside 24 hours & no approved template → activity log only **7. Non-WhatsApp inbox** - Enable CSAT for email/web inbox - Expected: No template logic triggered Fixes https://linear.app/chatwoot/issue/CW-6188/support-for-sending-csat-surveys-via-approved-whatsapp --------- Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com> Co-authored-by: Vinay Keerthi <11478411+stonecharioteer@users.noreply.github.com> Co-authored-by: iamsivin <iamsivin@gmail.com> |
||
|
gabrieljablonski
|
549214e96d | Merge branch main into chore/merge-upstream | ||
|
Sojan Jose
|
c22a31c198
|
feat: Voice Channel (#11602)
Enables agents to initiate outbound calls and receive incoming calls directly from the Chatwoot dashboard, with Twilio as the initial provider. Fixes: #11481 > This is an integration branch to ensure features works well and might be often broken on down merges, we will be extracting the functionalities via smaller PRs into develop - [x] https://github.com/chatwoot/chatwoot/pull/11775 - [x] https://github.com/chatwoot/chatwoot/pull/12218 - [x] https://github.com/chatwoot/chatwoot/pull/12243 - [x] https://github.com/chatwoot/chatwoot/pull/12268 - [x] https://github.com/chatwoot/chatwoot/pull/12361 - [x] https://github.com/chatwoot/chatwoot/pull/12782 - [x] #13064 - [ ] Ability for agents to join the inbound calls ( included in this PR ) --------- Co-authored-by: Claude <noreply@anthropic.com> 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: Pranav <pranav@chatwoot.com> |
||
|
Mazen Khalil
|
ca5e112a8c
|
feat: TikTok channel (#12741)
fixes: #11834 This pull request introduces TikTok channel integration, enabling users to connect and manage TikTok business accounts similarly to other supported social channels. The changes span backend API endpoints, authentication helpers, webhook handling, configuration, and frontend components to support TikTok as a first-class channel. **Key Notes** * This integration is only compatible with TikTok Business Accounts * Special permissions are required to access the TikTok [Business Messaging API](https://business-api.tiktok.com/portal/docs?id=1832183871604753). * The Business Messaging API is region-restricted and is currently unavailable to users in the EU. * Only TEXT, IMAGE, and POST_SHARE messages are currently supported due to limitations in the TikTok Business Messaging API * A message will be successfully sent only if it contains text alone or one image attachment. Messages with multiple attachments or those combining text and attachments will fail and receive a descriptive error status. * Messages sent directly from the TikTok App will be synced into the system * Initiating a new conversation from the system is not permitted due to limitations from the TikTok Business Messaging API. **Backend: TikTok Channel Integration** * Added `Api::V1::Accounts::Tiktok::AuthorizationsController` to handle TikTok OAuth authorization initiation, returning the TikTok authorization URL. * Implemented `Tiktok::CallbacksController` to handle TikTok OAuth callback, process authorization results, create or update channel/inbox, and handle errors or denied scopes. * Added `Webhooks::TiktokController` to receive and verify TikTok webhook events, including signature verification and event dispatching. * Created `Tiktok::IntegrationHelper` module for JWT-based token generation and verification for secure TikTok OAuth state management. **Configuration and Feature Flags** * Added TikTok app credentials (`TIKTOK_APP_ID`, `TIKTOK_APP_SECRET`) to allowed configs and app config, and registered TikTok as a feature in the super admin features YAML. [[1]](diffhunk://#diff-5e46e1d248631a1147521477d84a54f8ba6846ea21c61eca5f70042d960467f4R43) [[2]](diffhunk://#diff-8bf37a019cab1dedea458c437bd93e34af1d6e22b1672b1d43ef6eaa4dcb7732R69) [[3]](diffhunk://#diff-123164bea29f3c096b0d018702b090d5ae670760c729141bd4169a36f5f5c1caR74-R79) **Frontend: TikTok Channel UI and Messaging Support** * Added `TiktokChannel` API client for frontend TikTok authorization requests. * Updated channel icon mappings and tests to include TikTok (`Channel::Tiktok`). [[1]](diffhunk://#diff-b852739ed45def61218d581d0de1ba73f213f55570aa5eec52aaa08f380d0e16R16) [[2]](diffhunk://#diff-3cd3ae32e94ef85f1f2c4435abf0775cc0614fb37ee25d97945cd51573ef199eR64-R69) * Enabled TikTok as a supported channel in contact forms, channel widgets, and feature toggles. [[1]](diffhunk://#diff-ec59c85e1403aaed1a7de35971fe16b7033d5cd763be590903ebf8f1ca25a010R47) [[2]](diffhunk://#diff-ec59c85e1403aaed1a7de35971fe16b7033d5cd763be590903ebf8f1ca25a010R69) [[3]](diffhunk://#diff-725b90ca7e3a6837ec8291e9f57094f6a46b3ee00e598d16564f77f32cf354b0R26-R29) [[4]](diffhunk://#diff-725b90ca7e3a6837ec8291e9f57094f6a46b3ee00e598d16564f77f32cf354b0R51-R54) [[5]](diffhunk://#diff-725b90ca7e3a6837ec8291e9f57094f6a46b3ee00e598d16564f77f32cf354b0R68) * Updated message meta logic to support TikTok-specific message statuses (sent, delivered, read). [[1]](diffhunk://#diff-e41239cf8dda36c1bd1066dbb17588ae8868e56289072c74b3a6d7ef5abdd696R23) [[2]](diffhunk://#diff-e41239cf8dda36c1bd1066dbb17588ae8868e56289072c74b3a6d7ef5abdd696L63-R65) [[3]](diffhunk://#diff-e41239cf8dda36c1bd1066dbb17588ae8868e56289072c74b3a6d7ef5abdd696L81-R84) [[4]](diffhunk://#diff-e41239cf8dda36c1bd1066dbb17588ae8868e56289072c74b3a6d7ef5abdd696L103-R107) * Added support for embedded message attachments (e.g., TikTok embeds) with a new `EmbedBubble` component and updated message rendering logic. [[1]](diffhunk://#diff-c3d701caf27d9c31e200c6143c11a11b9d8826f78aa2ce5aa107470e6fdb9d7fR31) [[2]](diffhunk://#diff-047859f9368a46d6d20177df7d6d623768488ecc38a5b1e284f958fad49add68R1-R19) [[3]](diffhunk://#diff-c3d701caf27d9c31e200c6143c11a11b9d8826f78aa2ce5aa107470e6fdb9d7fR316) [[4]](diffhunk://#diff-cbc85e7c4c8d56f2a847d0b01cd48ef36e5f87b43023bff0520fdfc707283085R52) * Adjusted reply policy and UI messaging for TikTok's 48-hour reply window. [[1]](diffhunk://#diff-0d691f6a983bd89502f91253ecf22e871314545d1e3d3b106fbfc76bf6d8e1c7R208-R210) [[2]](diffhunk://#diff-0d691f6a983bd89502f91253ecf22e871314545d1e3d3b106fbfc76bf6d8e1c7R224-R226) These changes collectively enable end-to-end TikTok channel support, from configuration and OAuth flow to webhook processing and frontend message handling. ------------ # TikTok App Setup & Configuration 1. Grant access to the Business Messaging API ([Documentation](https://business-api.tiktok.com/portal/docs?id=1832184145137922)) 2. Set the app authorization redirect URL to `https://FRONTEND_URL/tiktok/callback` 3. Update the installation config with TikTok App ID and Secret 4. Create a Business Messaging Webhook configuration and set the callback url to `https://FRONTEND_URL/webhooks/tiktok` ([Documentation](https://business-api.tiktok.com/portal/docs?id=1832190670631937)) . You can do this by calling `Tiktok::AuthClient.update_webhook_callback` from rails console once you finish Tiktok channel configuration in super admin ( will be automated in future ) 5. Enable TikTok channel feature in an account --------- Co-authored-by: Sojan Jose <sojan@pepalo.com> Co-authored-by: iamsivin <iamsivin@gmail.com> |
||
|
Pranav
|
bb8bafe3dc
|
feat(ce): Add Year in review feature (#13078)
<img width="1502" height="813" alt="Screenshot 2025-12-15 at 5 01 57 PM" src="https://github.com/user-attachments/assets/ea721f00-403c-4adc-8410-5c0fa4ee4122" /> |
||
|
Tanmay Deep Sharma
|
eb759255d8
|
perf: update the logic to purchase credits (#12998)
## Description - Replaces Stripe Checkout session flow with direct card charging for AI credit top-ups - Adds a two-step confirmation modal (select package → confirm purchase) for better UX - Creates Stripe invoice directly and charges the customer's default payment method immediately ## Type of change - [ ] New feature (non-breaking change which adds functionality) ## How Has This Been Tested? - Using the specs - UI manual test cases <img width="945" height="580" alt="image" src="https://github.com/user-attachments/assets/52bdad46-cd0e-4927-b13f-54c6b6353bcc" /> <img width="945" height="580" alt="image" src="https://github.com/user-attachments/assets/231bc7e9-41ac-440d-a93d-cba45a4d3e3e" /> ## 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: Shivam Mishra <scm.mymail@gmail.com> |
||
|
Tanmay Deep Sharma
|
b269cca0bf
|
feat: Add AI credit topup flow for Stripe (#12988)
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com> Co-authored-by: Pranav <pranav@chatwoot.com> |
||
|
Sojan Jose
|
48627da0f9
|
feat: outbound voice call essentials (#12782)
- Enables outbound voice calls in voice channel . We are only caring about wiring the logic to trigger outgoing calls to the call button introduced in previous PRs. We will connect it to call component in subsequent PRs ref: #11602 ## Screens <img width="2304" height="1202" alt="image" src="https://github.com/user-attachments/assets/b91543a8-8d4e-4229-bd80-9727b42c7b0f" /> <img width="2304" height="1200" alt="image" src="https://github.com/user-attachments/assets/1a1dad2a-8cb2-4aa2-9702-c062416556a7" /> --------- Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com> Co-authored-by: iamsivin <iamsivin@gmail.com> Co-authored-by: Vishnu Narayanan <vishnu@chatwoot.com> |
||
|
Aakash Bakhle
|
e9c60aec04
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feat: Add support for Langfuse LLM Tracing via OTEL (#12905)
This PR adds LLM instrumentation on langfuse for ai-editor feature ## Type of change New feature (non-breaking change which adds functionality) Needs langfuse account and env vars to be set ## How Has This Been Tested? I configured personal langfuse credentials and instrumented the app, traces can be seen in langfuse. each conversation is one session. <img width="1683" height="714" alt="image" src="https://github.com/user-attachments/assets/3fcba1c9-63cf-44b9-a355-fd6608691559" /> <img width="1446" height="172" alt="image" src="https://github.com/user-attachments/assets/dfa6e98f-4741-4e04-9a9e-078d1f01e97b" /> ## 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 --------- Co-authored-by: aakashb95 <aakash@chatwoot.com> Co-authored-by: Vishnu Narayanan <iamwishnu@gmail.com> Co-authored-by: Pranav <pranav@chatwoot.com> |
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Gabriel Jablonski
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b03dfdb751
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Chore/merge upstream 4.8.0 (#150)
* chore: Hide "Learn More" button in feature spotlight for self-hosted (#12675) * feat: single query for reporting event stats (#12664) This PR collapses multiple queries fetching stats from a single table to a single query ```sql SELECT user_id as user_id, COUNT(CASE WHEN name = 'conversation_resolved' THEN 1 END) as resolved_count, AVG(CASE WHEN name = 'conversation_resolved' THEN value END) as avg_resolution_time, AVG(CASE WHEN name = 'first_response' THEN value END) as avg_first_response_time, AVG(CASE WHEN name = 'reply_time' THEN value END) as avg_reply_time FROM "reporting_events" WHERE "reporting_events"."account_id" = <account_id> AND "reporting_events"."created_at" >= '2025-09-14 18:30:00' AND "reporting_events"."created_at" < '2025-10-14 18:29:59' GROUP BY "reporting_events"."user_id"; ``` ### Why this works? Here's why this optimization is faster based on PostgreSQL internals: - Single Table Scan vs Multiple Scans: Earlier we did 4 sequential scans (or 4 index scans) of the same data, with the same where clause, now in a single scan all 4 `CASE` expressions are evaluated in a single pass. - Shared Buffer Cache Efficiency: PostgreSQL's shared buffer cache stores recently accessed pages, with this, pages are loaded once and re-used for all aggregation, earlier with separate queries we were forced to re-read all from the disk each time - Reduced planning and network overhead (4 vs 1 query) ### How is it tested 1. The specs all pass without making any changes 2. Verified the reports side by side after generating from report seeder #### How to test Generate seed data using the following command ```bash ACCOUNT_ID=1 ENABLE_ACCOUNT_SEEDING=true bundle exec rake db:seed:reports_data ``` Once done download the reports, checkout to this branch and download the reports again and compare them * chore: Update translations (#12625) * 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> * chore(deps-dev): bump vite from 5.4.20 to 5.4.21 (#12700) Bumps [vite](https://github.com/vitejs/vite/tree/HEAD/packages/vite) from 5.4.20 to 5.4.21. <details> <summary>Release notes</summary> <p><em>Sourced from <a href="https://github.com/vitejs/vite/releases">vite's releases</a>.</em></p> <blockquote> <h2>v5.4.21</h2> <p>Please refer to <a href="https://github.com/vitejs/vite/blob/v5.4.21/packages/vite/CHANGELOG.md">CHANGELOG.md</a> for details.</p> </blockquote> </details> <details> <summary>Changelog</summary> <p><em>Sourced from <a href="https://github.com/vitejs/vite/blob/v5.4.21/packages/vite/CHANGELOG.md">vite's changelog</a>.</em></p> <blockquote> <h2><!-- raw HTML omitted -->5.4.21 (2025-10-20)<!-- raw HTML omitted --></h2> <ul> <li>fix(dev): trim trailing slash before <code>server.fs.deny</code> check (<a href="https://github.com/vitejs/vite/tree/HEAD/packages/vite/issues/20968">#20968</a>) (<a href="https://github.com/vitejs/vite/tree/HEAD/packages/vite/issues/20970">#20970</a>) (<a href=" |
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Sojan Jose
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5f2b2f4221
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feat: APIs to assign agents_bots as assignee in conversations (#12836)
## Summary - add an assignee_agent_bot_id column as an initital step to prototype this before fully switching to polymorphic assignee - update assignment APIs and conversation list / show endpoints to reflect assignee as agent bot - ensure webhook payloads contains agent bot assignee [Codex Task](https://chatgpt.com/codex/tasks/task_e_6912833377e48326b6641b9eee32d50f) --------- Co-authored-by: Pranav <pranav@chatwoot.com> |
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Sivin Varghese
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e33f28dc33
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feat: Companies page (#12842)
# Pull Request Template ## Description This PR introduces a new Companies section in the Chatwoot dashboard. It lists all companies associated with the account and includes features such as **search**, **sorting**, and **pagination** to enable easier navigation and efficient management. Fixes https://linear.app/chatwoot/issue/CW-5928/add-companies-tab-to-dashboard ## Type of change - [x] New feature (non-breaking change which adds functionality) ## How Has This Been Tested? ### Screenshot <img width="1619" height="1200" alt="image" src="https://github.com/user-attachments/assets/21f0a666-c3d6-4dec-bd02-1e38e0cd9542" /> ## Checklist: - [x] My code follows the style guidelines of this project - [x] I have performed a self-review of my code - [x] I have commented on my code, particularly in hard-to-understand areas - [ ] I have made corresponding changes to the documentation - [x] My changes generate no new warnings - [ ] I have added tests that prove my fix is effective or that my feature works - [x] New and existing unit tests pass locally with my changes - [ ] Any dependent changes have been merged and published in downstream modules --------- Co-authored-by: Vinay Keerthi <11478411+stonecharioteer@users.noreply.github.com> Co-authored-by: Shivam Mishra <scm.mymail@gmail.com> |
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Sivin Varghese
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1f0b56b96e
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feat: Changelog card components (#12673)
# Pull Request Template ## Description This PR introduces a new changelog component that can be used in the sidebar. Fixes https://linear.app/chatwoot/issue/CW-5776/changelog-card-ui-component ## Type of change - [x] New feature (non-breaking change which adds functionality) ## How Has This Been Tested? ### Screencast https://github.com/user-attachments/assets/42e77e82-388a-4fc9-9b37-f3d0ea1a9d7f ## Checklist: - [x] My code follows the style guidelines of this project - [x] I have performed a self-review of my code - [x] I have commented on my code, particularly in hard-to-understand areas - [ ] I have made corresponding changes to the documentation - [x] My changes generate no new warnings - [ ] I have added tests that prove my fix is effective or that my feature works - [x] New and existing unit tests pass locally with my changes - [ ] Any dependent changes have been merged and published in downstream modules --------- Co-authored-by: Muhsin <muhsinkeramam@gmail.com> |
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gabrieljablonski
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8d4a6b856a | Merge branch main into chore/merge-upstream-4.7.0 | ||
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Shivam Mishra
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9fb0dfa4a7
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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> |
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Muhsin Keloth
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66cfef9298
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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> |
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gabrieljablonski
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18c672c204 | Merge branch 'main' into chore/merge-upstream-4.6.0 | ||
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Tanmay Deep Sharma
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4014a846f0
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feat: Add the frontend support for MFA (#12372)
FE support for https://github.com/chatwoot/chatwoot/pull/12290 ## Linear: - https://github.com/chatwoot/chatwoot/issues/486 ## Description This PR implements Multi-Factor Authentication (MFA) support for user accounts, enhancing security by requiring a second form of verification during login. The feature adds TOTP (Time-based One-Time Password) authentication with QR code generation and backup codes for account recovery. ## Type of change - [ ] New feature (non-breaking change which adds functionality) ## How Has This Been Tested? - Added comprehensive RSpec tests for MFA controller functionality - Tested MFA setup flow with QR code generation - Verified OTP validation and backup code generation - Tested login flow with MFA enabled/disabled ## Checklist: - [ ] My code follows the style guidelines of this project - [ ] I have performed a self-review of my code - [ ] I have commented on my code, particularly in hard-to-understand areas - [ ] I have made corresponding changes to the documentation - [ ] My changes generate no new warnings - [ ] I have added tests that prove my fix is effective or that my feature works - [ ] New and existing unit tests pass locally with my changes - [ ] Any dependent changes have been merged and published in downstream modules --------- Co-authored-by: Pranav <pranav@chatwoot.com> Co-authored-by: iamsivin <iamsivin@gmail.com> Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com> Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com> Co-authored-by: Sojan Jose <sojan@pepalo.com> |
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Shivam Mishra
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8f4b252045
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feat: allow searching captain responses [CW-5631] (#12463) | ||
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Shivam Mishra
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300d68f3f7
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feat: SAML UI [CW-2958] (#12345)
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com> Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com> |
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Sivin Varghese
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59ba91473a
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feat: Agent capacity policy index page with CRUD actions (#12409) | ||
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Sivin Varghese
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55633ab063
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feat: Agent assignment policy index page with CRUD actions (#12373)
# Pull Request Template ## Description This PR incudes new Agent assignment policy index page with CRUD actions. Fixes https://linear.app/chatwoot/issue/CW-5570/feat-assignment-policy-index-page-with-actions ## Type of change - [x] New feature (non-breaking change which adds functionality) ## How Has This Been Tested? ### Loom https://www.loom.com/share/17ab5ceca4854f179628a3b53f347e5a?sid=cb64e881-57fd-4ae1-921b-7648653cca33 ### Screenshots **Light mode** <img width="1428" height="888" alt="image" src="https://github.com/user-attachments/assets/fdbb83e9-1f4f-4432-9e8a-4a8f1b810d31" /> **Dark mode** <img width="1428" height="888" alt="image" src="https://github.com/user-attachments/assets/f1fb38b9-1150-482c-ba62-3fe63ee1c7d4" /> <img width="726" height="495" alt="image" src="https://github.com/user-attachments/assets/90a6ad55-9ab6-4adb-93a7-2327f5f09c79" /> ## Checklist: - [x] My code follows the style guidelines of this project - [x] I have performed a self-review of my code - [x] I have commented on my code, particularly in hard-to-understand areas - [ ] I have made corresponding changes to the documentation - [x] My changes generate no new warnings - [ ] I have added tests that prove my fix is effective or that my feature works - [x] New and existing unit tests pass locally with my changes - [ ] Any dependent changes have been merged and published in downstream modules --------- Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com> |