Commit Graph

11 Commits

Author SHA1 Message Date
Sojan Jose
aee979ee0b
fix: add explicit remove assignment actions to macros and automations (#12172)
This updates macros and automations so agents can explicitly remove
assigned agents or teams, while keeping the existing `Assign -> None`
flow working for backward compatibility.

Fixes: #7551
Closes: #7551

## Why
The original macro change exposed unassignment only through `Assign ->
None`, which made macros behave differently from automations and left
the explicit remove actions inconsistent across the product. This keeps
the lower-risk compatibility path and adds the explicit remove actions
requested in review.

## What this change does
- Adds `Remove Assigned Agent` and `Remove Assigned Team` as explicit
actions in macros.
- Adds the same explicit remove actions in automations.
- Keeps `Assign Agent -> None` and `Assign Team -> None` working for
existing behavior and stored payloads.
- Preserves backward compatibility for existing macro and automation
execution payloads.
- Downmerges the latest `develop` and resolves the conflicts while
keeping both the new remove actions and current `develop` behavior.

## Validation
- Verified both remove actions are available and selectable in the macro
editor.
- Verified both remove actions are available and selectable in the
automation builder.
- Applied a disposable macro with `Remove Assigned Agent` and `Remove
Assigned Team` on a real conversation and confirmed both fields were
cleared.
- Applied a disposable macro with `Assign Agent -> None` and `Assign
Team -> None` on a real conversation and confirmed both fields were
still cleared.
2026-04-16 15:57:41 +05:30
Sojan Jose
45b6ea6b3f
feat: add automation condition to filter private notes (#12102)
## Summary

Adds a new automation condition to filter private notes.

This allows automation rules to explicitly include or exclude private
notes instead of relying on implicit behavior.

Fixes: #11208 

## Preview



https://github.com/user-attachments/assets/c40f6910-7bbf-4e59-aae5-ad408602927a
2026-04-13 10:40:46 +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
Shivam Mishra
9a1c54a82d
feat: disable automation rules if condition fails multiple times (#9017)
* feat: add email for disabling automation rule

* feat: disable automation rules and notify admin

* feat: reset error count after update

* feat: trigger invalid_condition_error if rule is invalid

* feat: setup error trackable concern

* refactor: use ErrorTrackable in Reauthorizable

* fix: optional argument

* feat: separate reauthorization_required_key

* test: update case to use ERROR_TRACKABLE_COUNT

* Revert "test: update case to use ERROR_TRACKABLE_COUNT"

This reverts commit f439847147556a02759a7597a7fcf1d66091cafc.

* Revert "feat: separate reauthorization_required_key"

This reverts commit f4514fce217b0a2f2c2bf701a15de0a8b47acbc4.

* Revert "fix: optional argument"

This reverts commit 93b4194ec3f10f67e2402388c966c071c4d3b4fd.

* Revert "refactor: use ErrorTrackable in Reauthorizable"

This reverts commit 513c2a522bc782e73ea4b0f5ae34ce01e70e042c.

* Revert "feat: setup error trackable concern"

This reverts commit 278683060cf422f60af5d5c77100aa5272141141.

* feat: use reauthorizable for automation rule

* feat: remove redis key

* test: fix method names

* chore: refactor

---------

Co-authored-by: Vishnu Narayanan <iamwishnu@gmail.com>
Co-authored-by: Sojan <sojan@pepalo.com>
2024-03-28 13:14:16 +05:30
Sojan Jose
7ab7bac6bf
chore: Enable the new Rubocop rules (#7122)
fixes: https://linear.app/chatwoot/issue/CW-1574/renable-the-disabled-rubocop-rules
2023-05-19 14:37:10 +05:30
Tejaswini Chile
ce807d3251
fix: Condition based backend validation (#6554) 2023-02-27 20:22:07 +05:30
Tejaswini Chile
826a735cdb
fix: Assign agent action changes (#5827) 2022-11-15 13:15:27 +05:30
Tejaswini Chile
6a4c0a1578
feat: Execute macro actions, for the conversation (#5066) 2022-07-26 12:41:22 +05:30
Sojan Jose
4187428729
chore: Update dependencies to the latest versions (#5033) 2022-07-15 09:51:59 +07:00
Tejaswini Chile
e06a6a7c55
Automation enhancement (#4087) 2022-03-21 13:12:27 +05:30
Tejaswini Chile
a0884310f4
feat: Save automation rules (#3359) 2022-01-10 12:41:59 +05:30