Commit Graph

807 Commits

Author SHA1 Message Date
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
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
gabrieljablonski
8d4a6b856a Merge branch main into chore/merge-upstream-4.7.0 2025-10-16 12:08:20 -03:00
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
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
Tanmay Deep Sharma
59f7c8aa55
perf: Contact optimisation fixes (#12016)
- Avoids the duplicate count queries for contact end point

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-09-25 18:59:55 +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
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
gabrieljablonski
18c672c204 Merge branch 'main' into chore/merge-upstream-4.6.0 2025-09-19 19:37:28 -03:00
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
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
Pranav
de4430ea5d
feat: Introduce allowed_domains for web widget (#12450)
We wanted to provide an option for users to specify the domains on which
they can show the website. The rest of the sites shouldn't see the
widget at all.

It's not possible generally through Origin because you can't get Origin
when loading via an iframe. What I've done is add frame ancestors for
the domains specified in allowed domains. I hope this solves most of the
problems.

This is added in a way that it won't affect existing widgets. Only If
they have configured allowed domains, it will start blocking. Otherwise,
it would follow the previous behavior without any changes.

This change supports called wild card domains as well. You can add a
comma‑separated list of domains, either wild card or regular domains.


---

To test, deploy to staging. Call the following API to update the
allowed_domains list.

```
URL: PATCH /api/v1/accounts/<account-id>/inboxes/<inbox-id>

Payload:
{
   "channel": { "allowed_domains": "*.chatwoot.dev,chatwoot.com" }
}

```



Fixes https://github.com/chatwoot/chatwoot/issues/1985
2025-09-17 10:01:27 +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
Shivam Mishra
79b93bed77
feat: SAML authentication controllers [CW-2958] (#12319) 2025-09-10 20:02:27 +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
Sivin Varghese
a4d2cb18f9
feat: Add INSTALLATION_NAME to global config (#12376)
# Pull Request Template

## Description

This PR fixes an issue where the widget and survey page did not show the
correct installation name in the “Powered by” label, and also updates
the Help Center to use the installation name.

Fixes
[CW-5580](https://linear.app/chatwoot/issue/CW-5580/widget-footer-shows-powered-by-chatwoot-after-45x-when-installation),
https://github.com/chatwoot/chatwoot/issues/12375#event-19521953660

## Type of change

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

## How Has This Been Tested?

### Screenshots

**Survey**
<img width="969" height="364" alt="image"
src="https://github.com/user-attachments/assets/094291cb-35dd-4654-ab12-97174c20be55"
/>

**Widget**
<img width="426" height="668" alt="image"
src="https://github.com/user-attachments/assets/7593bfbc-436f-4cc2-9be5-150178bafe30"
/>

**HC**
<img width="432" height="717" alt="image"
src="https://github.com/user-attachments/assets/106cfc25-409e-4e68-bddd-53b2d3e79400"
/>



## 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
- [ ] 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
2025-09-09 12:13:35 +05:30
Muhsin Keloth
8d12cf0c6b
chore: Upgrade Facebook API version from v17.0 to v18.0 (#12384)
Meta announced that Graph API v17.0 will reach end-of-life on September
12, 2025, requiring migration to v18.0 or higher. Updated the default
Facebook API version from v17.0 to v18.0 across configuration files in
response to Meta's deprecation notice.
2025-09-09 11:20:58 +05:30
Gabriel Jablonski
9f5c62c724
feat(baileys): add status method to fetch Baileys API version and availability (#104)
* feat(baileys): add status method to fetch Baileys API version and availability

* test: specs

* chore: raise error instead of returning error in version
2025-08-27 13:56:06 -03:00
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
gabrieljablonski
801033bd5f Merge branch 'main' into chore/merge-upstream-4.5.0 2025-08-20 11:20:31 -03:00
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
Gabriel Jablonski
99255c199f
feat: on whatsapp baileys check (#95)
* feat: on whatsapp baileys check

* chore: refactoring

* chore: refactoring
2025-08-18 12:41:06 -03:00
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
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
Sivin Varghese
8ea21eeefd
chore: Improve portal settings validation and error handling (#12134)
# Pull Request Template

## Description

This PR includes:

1. Previously, the URL fields accepted any value starting with `https`.
Added proper URL validation to ensure valid URLs are entered.
2. Fixed an issue where form save errors displayed `[object Object]` in
the toast due to inconsistent error formatting from the backend.


Fixes https://linear.app/chatwoot/issue/CW-5389/help-center-bugs

## Type of change

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

## How Has This Been Tested?

### Loom video

https://www.loom.com/share/63ddca2c5e2e45c99b66153ed146524f?sid=fd25331b-6b67-4722-9b36-1213496a0741

## 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
- [ ] 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
2025-08-10 17:39:59 -07:00
Tanmay Deep Sharma
d2583d32e9
feat: add reauth flow for wa embedded signup (#11940)
# Pull Request Template

## Description

Please include a summary of the change and issue(s) fixed. Also, mention
relevant motivation, context, and any dependencies that this change
requires.
Fixes # (issue)

## Type of change

Please delete options that are not relevant.

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

## How Has This Been Tested?

Please describe the tests that you ran to verify your changes. Provide
instructions so we can reproduce. Please also list any relevant details
for your test configuration.


## Checklist:

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

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-08-08 01:48:45 +05:30
Muhsin Keloth
f984d745e7
feat: Integrate Twilio WhatsApp ProfileName for contact name resolution (#12122)
- Update existing contacts retroactively when ProfileName is available
- Only update contacts whose names exactly match their phone numbers
2025-08-07 12:53:39 +05:30
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
Gabriel Jablonski
188119317e
chore: allow non-admin to call setup_channel_provider and add localization (#90)
* chore: allow non-admin to call `setup_channel_provider` and add localization

* feat: allow agents to setup channel provider for assigned inboxes and handle unauthorized access
2025-07-29 17:43:57 -03:00
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
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
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
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
Sojan Jose
647a65d481
fix: Fetch all facebook pages during inbox creation (#11956)
## Summary
- fetch all Facebook pages during setup instead of only the first 25

fixes:  #3082

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-07-17 18:32:12 +05:30
gabrieljablonski
4f0b5cd595 Merge branch 'main' into chatwoot/develop 2025-07-16 09:37:08 -03:00
Sojan Jose
13b4fdb34c
chore: Add submenu for super admin settings (#11860)
- Improve how settings are rendered in Chatwoot Super admin panel
- Add google settings support 
- show setting for community edition

##  Settings page - community edition
<img width="1702" alt="Screenshot 2025-07-08 at 9 08 03 PM"
src="https://github.com/user-attachments/assets/0434f56f-ea74-44a8-a7b0-8e26fab88093"
/>

## Expanded settings
<img width="1675" alt="Screenshot 2025-07-03 at 2 17 16 AM"
src="https://github.com/user-attachments/assets/3aa1f888-c54a-4b58-896a-0d3e828fa176"
/>

---------

Co-authored-by: Sojan Jose <sojan@Sojans-MacBook-Pro.local>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-07-15 21:28:39 -07:00
Aman Kumar
0ea616a6ea
feat: WhatsApp campaigns (#11910)
# Pull Request Template

## Description

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

Fixes #8465

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

## Type of change

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

## How Has This Been Tested?

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

## Checklist:

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

## What we have changed:

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

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

### Changes included:

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

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

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

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
2025-07-16 09:04:02 +05:30
Tanmay Deep Sharma
61d10044a0
feat: Whatsapp embedded signup (#11612)
## Description

This PR introduces WhatsApp Embedded Signup functionality, enabling
users to connect their WhatsApp Business accounts through Meta's
streamlined OAuth flow without manual webhook configuration. This
significantly improves the user experience by automating the entire
setup process.

**Key Features:**

- Embedded signup flow using Facebook SDK and Meta's OAuth 2.0
- Automatic webhook registration and phone number configuration
- Enhanced provider selection UI with card-based design
- Real-time progress tracking during signup process
- Comprehensive error handling and user feedback


## Required Configuration

The following environment variables must be configured by administrators
before this feature can be used:
Super Admin Configuration (via
super_admin/app_config?config=whatsapp_embedded)

- `WHATSAPP_APP_ID`: The Facebook App ID for WhatsApp Business API
integration
- `WHATSAPP_CONFIGURATION_ID`: The Configuration ID for WhatsApp
Embedded Signup flow (obtained from Meta Developer Portal)
- `WHATSAPP_APP_SECRET`: The App Secret for WhatsApp Embedded Signup
flow (required for token exchange)
![Screenshot 2025-06-09 at 11 21
08 AM](https://github.com/user-attachments/assets/1615fb0d-27fc-4d9e-b193-9be7894ea93a)


## How Has This Been Tested?

#### Backend Tests (RSpec):

- Authentication validation for embedded signup endpoints
- Authorization code validation and error handling
- Missing business parameter validation
- Proper response format for configuration endpoint
- Unauthorized access prevention

#### Manual Test Cases:

- Complete embedded signup flow (happy path)
- Provider selection UI navigation
- Facebook authentication popup handling
- Error scenarios (cancelled auth, invalid business data, API failures)
- Configuration presence/absence behavior

## Related Screenshots:

![Screenshot 2025-06-09 at 7 48
18 PM](https://github.com/user-attachments/assets/34001425-df11-4d78-9424-334461e3178f)
![Screenshot 2025-06-09 at 7 48
22 PM](https://github.com/user-attachments/assets/c09f4964-3aba-4c39-9285-d1e8e37d0e33)
![Screenshot 2025-06-09 at 7 48
32 PM](https://github.com/user-attachments/assets/a34d5382-7a91-4e1c-906e-dc2d570c864a)
![Screenshot 2025-06-09 at 10 43
05 AM](https://github.com/user-attachments/assets/a15840d8-8223-4513-82e4-b08f23c95927)
![Screenshot 2025-06-09 at 10 42
56 AM](https://github.com/user-attachments/assets/8c345022-38b5-44c4-aba2-0cda81389c69)


Fixes
https://linear.app/chatwoot/issue/CW-2131/spec-for-whatsapp-cloud-channels-sign-in-with-facebook

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
2025-07-14 21:37:06 -07:00
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
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
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
b26862e3d8
feat: notion OAuth setup (#11765)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-06-26 19:16:06 +05:30
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
Sivin Varghese
cc8866a84e
feat: Sync Popular Articles locale with widget locale (#11754)
# Pull Request Template

## Description

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

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


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

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

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

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

## Type of change

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

## How Has This Been Tested?

### Loom video

**Popular Articles**

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

**RTL improvements**

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

## Checklist:

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

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-06-24 19:52:44 +05:30
Shivam Mishra
f6dbbf0d90
refactor: use state-based authentication (#11690)
Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-06-18 17:39:06 +05:30
Muhsin Keloth
f4381e3b5d
feat: Add activity messages for linear actions (#11654) 2025-06-13 11:57:11 +05:30
Gabriel Jablonski
3cd273d2d0
chore: fix issues with specs and provider disconnect (#67)
* chore: fix issues with specs and provider disconnect

* test: add expects
2025-06-12 12:14:54 -03:00
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
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
gabrieljablonski
b990ca9570 Merge branch 'main' into chore/merge-upstream 2025-06-09 19:49:48 -03:00
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
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
Sojan Jose
2f40f95f77
fix: broken link in admin account user list (#11661)
- Add a dummy link for account users page that redirect back to user
page
- move common account user form in user and account super admin pages to
a partial

fixes:  #10757
2025-06-04 21:37:05 -05:00
raza-ak
513d954027
feat: Show active Contacts (#8243) 2025-06-04 21:52:13 +05:30
gabrieljablonski
fab34768e2 Merge branch 'main' into chore/merge-upstream 2025-06-04 12:37:59 -03:00
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
Cayo P. R. Oliveira
a3effacc21
Feat: improve read receipts (#56)
* feat: add store in additional_attributes to conversation model

* feat: set default mark_as_read to true in additional_attributes for conversation params

* fix: remove mark_as_read from additional_attributes in conversation

* refactor: move message read logic to mark_messages_as_read method in ConversationsController

* feat: add 'Mark messages as read' option to WhatsApp channel settings

* feat: add 'mark_as_read' option in factorie  for WhatsApp channel

* feat: integrate Checkbox component for 'mark as read' option in WhatsApp settings

* fix: ensure 'mark_as_read' option is included in channel creation payload

* feat: add 'Mark as read' settings for WhatsApp inbox, including UI and state management

* chore: remove redundant content update test from IncomingMessageBaileysService spec

* feat: update 'Mark as read' label to 'Read receipts' and replace Checkbox with Switch component in WhatsApp settings

* fix: handle potential nil value for 'mark_as_read' in provider config

* feat: refactor provider config to streamline channel creation with 'mark_as_read' option

* feat: add test for MESSAGE_READ event dispatch in update_last_seen action

* fix: update subheader for 'Mark as read' setting to read receipt behavior in WhatsApp

* feat: update mark_messages_as_read behavior to handle false value in provider config

* chore: update label for 'Mark as read' option

* feat: update update_last_seen to send WhatsApp read receipt for WhatsApp channels

* test: remove MESSAGE_READ event dispatch tests in wrong file

* feat: enhance update_last_seen behavior for WhatsApp channel to conditionally dispatch messages.read event

* feat: update update_last_seen to dispatch messages.read event

* test: refactor update_last_seen tests

* chore: refactor to ensure provider_service responds to read_messages before ensure the mark_as_read provider config

* test: enhance #read_messages with provider config mark_as_read expected behaviors

* chore: clarify test names and remove useless expect

---------

Co-authored-by: gabrieljablonski <contact@gabrieljablonski.com>
2025-06-03 23:28:15 -03:00
gabrieljablonski
0317803b7c Merge branch 'main' into chore/merge-upstream 2025-05-30 11:03:07 -03:00
Cayo P. R. Oliveira
76deea996d
chore: refactor incoming_message_baileys_service using composition and fix some failure points (#53)
* feat: implement connection update handling for Baileys

* feat: add message update handling for Baileys integration

* feat: implement message processing and handling for Baileys integration

* fix: clear message source ID from Redis when contact is not found

* fix: raise error when attachment file is not found during media handling

* refactor: reorganize includes in incoming_message_baileys_service

* feat: add helper methods for message handling in Baileys integration

* feat: include IncomingMessageServiceHelpers in MessagesUpdate module

* refactor: replace IncomingMessageServiceHelpers with BaileysHandlers::Helpers in connection_update, messages_update, and messages_upsert modules

* fix: mark message as unsupported when attachment file is not found

* refactor: remove unnecessary namespace for includes in IncomingMessageBaileysService

* refactor: add private visibility to methods in connection_update, helpers, messages_update, and messages_upsert modules

* refactor: preserve original message in handle_edited_content method

* fix: attachment error handling

* feat: implement conversation creation logic in set_conversation method

* refactor: remove unused error handling for attachment not found in messages update and upsert

* feat: update last seen timestamps in conversation on message status update

* feat: log warning for unsupported message update status in Baileys service

* chore: merge

---------

Co-authored-by: gabrieljablonski <contact@gabrieljablonski.com>
2025-05-29 10:56:39 -03:00
Shivam Mishra
b3a76289cc
feat: use tracking pixel for article view count (#11559) 2025-05-29 17:01:38 +05:30
Sojan Jose
873cfa08d8
feat: Ability to reset api_access_token (#11565)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2025-05-29 14:42:13 +05:30
Shivam Mishra
b1120ae7fb
feat: allow searching articles in omnisearch (#11558)
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-05-28 13:50:50 +05:30
Sojan Jose
c2d8e2ad77
feat: move Slack config to installation settings (#11548)
- enable Slack Configuration via InstallationConfig
- list Slack integration in super admin settings
2025-05-23 01:07:35 -07:00
Cayo P. R. Oliveira
21133c3383
feat: mark unread conversations (#49)
* feat: add MESSAGES_UNREAD event and implement unread action in ConversationsController

* feat: rename MESSAGES_UNREAD event to CONVERSATION_UNREAD and update unread action in ConversationsController

* feat: implement send_unread_conversation method and update conversation_unread event handling

* feat: add test for dispatching conversation.unread event in ConversationsController

* feat: add conversation_unread event handling in ChannelListener

* feat: add send_unread_conversation method and corresponding tests in Whatsapp channel

* feat: add logging for nil last_message in send_unread_conversation method

* feat: add send_unread_conversation to error handling methods

* feat: implement send_unread_conversation method with logging for nil last_message

* fix: add nil check and logging for last_message in send_unread_conversation method

* fix: update conversation_unread method to call unread_conversation instead of send_unread_conversation

* refactor: rename send_unread_conversation to unread_conversation and update method implementation

* refactor: rename send_unread_conversation to send_unread_messages and update implementation to handle multiple messages

* refactor: rename send_read_messages to read_messages and send_unread_messages to unread_message for clarity

* refactor: rename send_read_messages to read_messages and send_unread_messages to unread_message for clarity

* refactor: rename send_read_messages to read_messages for consistency
2025-05-22 11:52:03 -03:00
Daniel Jimenez
4b417ce9e7
feat: Update swagger to openapi 3.0.4, update request payloads with examples (#11374) 2025-05-22 14:26:44 +07:00
Sojan Jose
8697a30dc5
feat: Ability to access user tokens via Platform API (#11537)
- Add Platform API for generating user tokens 
- Add the swagger documentation.

---------

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

---------

Co-authored-by: Sojan Jose <sojan@pepalo.com>
2025-05-20 20:45:39 -07:00
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
Sivin Varghese
ccb3672ff8
fix: Status not updating when creating a Linear issue (#11523) 2025-05-20 16:04:56 +05:30
Gabriel Jablonski
ba14d51d23
Merge branch 'fazer-ai/main' into chore/merge-upstream 2025-05-18 11:43:18 -03:00
Sivin Varghese
d0611cb7f2
feat: Improve CSAT responses (#11485)
# Pull Request Template

## Description

This PR introduces basic customization options for the CSAT survey:

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

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

## Type of change

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

## How Has This Been Tested?

### Loom videos

**Website Channel (Widget)**

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

**Email Channel (Survey link)**

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

## Checklist:

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

---------

Co-authored-by: Pranav <pranavrajs@gmail.com>
2025-05-16 14:18:52 +05:30
Tanmay Deep Sharma
e9cda40b71
fix: Twilio multiple attachment fix (#11452) 2025-05-16 08:56:37 +05:30
Sojan Jose
a4c7b73888
fix: Manage Twilio SMS channel via inbox API (#11457)
- Currently Chatwoot manages Twilio Inbox creation in a separate
controller , We want to move this to inboxes api so that we have a
unified API for inbox related changes

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-05-15 12:28:54 +05:30
Pranav
a57dfe4478
fix: Allow resource access without filter type in custom_filters API (#11445)
The custom filters API previously required a filter_type attribute, even
when accessing a resource by its ID, which isn’t necessary. This PR
removes that condition.

Fixes https://github.com/chatwoot/chatwoot/issues/11384
2025-05-08 20:12:05 -07:00
Pranav
27430752b5
feat: Allow agent bots to update custom attributes in accessible conversations (#11447)
Previously, agent bots weren’t allowed to edit custom attributes in
conversations. But with AI, it’s now more feasible to return accurate
and useful attributes. Since there’s no strong reason to block this,
this PR enables bots to update custom attributes.

Fixes https://github.com/chatwoot/chatwoot/issues/11378
2025-05-08 20:11:02 -07:00
Cayo P. R. Oliveira
c6e505e924
feat: mark message as read (#43)
* feat: implement send_read_messages method for WhatsApp channel

* feat: implement messages_read event handling and dispatch for conversations

* feat: enhance messages_read handling to include last_seen_at and conversation context

* feat: update last_seen handling to reference agent_last_seen_at for messages read event

* chore: fix rebase

* feat: update error handling

* feat: update send_read_messages to mark received messages as not sent by the user

* test: controller spec

* test: channel listener

* test: channel and provider

---------

Co-authored-by: gabrieljablonski <contact@gabrieljablonski.com>
2025-05-08 11:07:57 -03:00
Shivam Mishra
c87b2109a9
feat: allow auto resolve waiting option (#11436) 2025-05-08 12:52:17 +05:30
Shivam Mishra
b533980880
feat: Add support for minutes in auto resolve feature (#11269)
### Summary

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

###  Changes

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

###  Test plan

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

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-05-07 00:36:15 -07:00
Gabriel Jablonski
19ad42a580
feat: dispatch to channel listener on availability change (#42) 2025-05-06 20:01:05 -03:00
Gabriel Jablonski
0f4587c740
Merge branch 'fazer-ai/main' into chore/merge-upstream 2025-05-06 16:50:51 -03:00
Pranav
7cf051aba0
fix: Show campaigns only if the feature is enabled (#11420)
If the feature is disabled (manually or due to plan changes), the
customer cannot disable the existing campaigns. This PR would fix that.

Fixes
https://linear.app/chatwoot/issue/CW-3691/fix-disable-campaigns-on-plan-downgrade
2025-05-05 19:41:28 -07:00
Gabriel Jablonski
62ef2113d5
feat: toggle typing status on channel provider (#39)
* feat: toggle typing status on channel provider

* refactor: general refactorings

* fix: check if channel implements method

* test: channel listener specs

* test: channel spec

* test: baileys service spec
2025-05-03 00:39:39 -03:00
Gabriel Jablonski
af4ca9d974
Merge branch 'fazer-ai/main' into chore/merge-upstream 2025-05-02 19:55:54 -03:00
Sojan Jose
970e76ace8
feat: API Endpoints to update message status (#11387)
- Added an api endpoint for update message status ( available only for
api inboxes )
- Moved message status management to a service. 
- Handles case where read status arrive before delivered 

fixes: #10314 , #9962
2025-04-29 15:33:11 -07:00
Shivam Mishra
1a2e6dc4ee
feat: integrate LeadSquared CRM (#11284) 2025-04-29 09:14:00 +05:30
Sojan Jose
c63b583f90
chore: improve plan-based feature handling with plan hierarchy (#11335)
- Refactor HandleStripeEventService to better manage features by plan
- Add constants for features available in each plan tier (Startup,
Business, Enterprise)
- Add channel_instagram to Startup plan features
- Improve downgrade handling to properly disable higher-tier features
- Clean up and optimize tests for maintainability
- Add comprehensive test coverage for plan upgrades and downgrades

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-04-28 14:13:56 -07:00
gabrieljablonski
540f67aef6 Merge branch 'fazer-ai/main' into chore/merge-upstream 2025-04-25 16:57:00 -03:00
Cayo P. R. Oliveira
8fc14186e0
feat: process Baileys attachments, fix contact name creation, and handle unsupported messages (#26)
* fix: return not_found status for missing messages in WhatsApp webhook

* feat: enhance message handling to support image attachments

* chore: Handle incoming whatsapp baileys service attachments and implement specs for images and videos

* fix: add file_content_type method to incoming baileys messages

* chore: specs for stickers, audio and files

* fix: handle media attachment errors

* chore: convert file_content_type to string when attaching media

* fix: add handling for attachment not found error in incoming message service

* chore: refactor file_content_type method and simplify filename method

* chore: update media attachment tests

* feat: baileys unsupported message alert (#27)

* feat: create alert message for unsupported message types

* chore: fail message when try send not supported type in baileys

* chore: add tests for unsupported message handling in Baileys service

* chore: correct spelling

* chore: NIT in spec name

* chore: remove unnecessary message reload in unsupported message type test

* feat: baileys support to send attachments (#28)

* feat: enhance message sending logic with support for attachments and interactive messages

* fix: update message format to use messageContent for text messages

* feat: attachment message sending

* fix: use strict encoding for attachment file download

* chore: streamline message sending logic and remove unused error classes

* chore: remove type from message sending logic

* chore: update message sending specs

* chore: raise MessageNotSentError instead of updating message status to failed

* chore: change baileys contact name preferences (#30)

* refactor: improve contact name handling and extraction from JID

* test: enhance message handling to update contact names based on pushName and verifiedBizName

* chore: update contact name condition to match phone number from JID

* chore: correct method name typo

* chore: correct variable names for phone number consistency in tests

* chore: update message payload structure and improve error handling in send_message

* test: re-add testing for error handling

* feat: enhance contact name handling and add self-message detection

* fix: ensure presence check for verified business name in contact name retrieval

* test: improve specs

---------

Co-authored-by: gabrieljablonski <contact@gabrieljablonski.com>

---------

Co-authored-by: gabrieljablonski <contact@gabrieljablonski.com>
Co-authored-by: Gabriel Jablonski <gabriel@fazer.ai>

---------

Co-authored-by: gabrieljablonski <contact@gabrieljablonski.com>
Co-authored-by: Gabriel Jablonski <gabriel@fazer.ai>

* fix: try to disconnect baileys before destroy inbox (#29)

* fix: ensure proper disconnection of Baileys provider on channel destruction

* test: add callback tests for disconnecting channel provider in Whatsapp spec

* refactor: simplify condition for disconnecting Baileys provider on channel destruction

* refactor: enhance disconnect_channel_provider specs for Baileys provider

* test: verify channel destruction does not call disconnect_channel_provider

---------

Co-authored-by: gabrieljablonski <contact@gabrieljablonski.com>

---------

Co-authored-by: gabrieljablonski <contact@gabrieljablonski.com>
Co-authored-by: Gabriel Jablonski <gabriel@fazer.ai>
2025-04-25 16:39:17 -03:00
Muhsin Keloth
0b156f6d4e
fix: Handle Instagram text and attachments as separate messages (#11315)
When we send text with attachments on Instagram, Instagram treats text
and attachments as separate messages. However, Chatwoot keeps them as a
single message. Since Instagram sends echo events for each message, this
can create duplicate messages in Chatwoot. To prevent this, we will send
text and attachments as separate messages.

---------

Co-authored-by: Pranav <pranav@chatwoot.com>
2025-04-16 20:46:47 +05:30
Sojan Jose
630826baed
feat: Implement UI for Agent Bots in settings and remove CSML support (#11276)
- Add agent bots management UI in settings with avatar upload
- Enable agent bot configuration for all inbox types
- Implement proper CRUD operations with webhook URL support
- Fix agent bots menu item visibility in settings sidebar
- Remove all CSML-related code and features
- Add migration to convert existing CSML bots to webhook bots
- Simplify agent bot model and services to focus on webhook bots
- Improve UI to differentiate between system bots and account bots

## Video 





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

---------

Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
2025-04-16 18:02:49 +05:30
Vishnu Narayanan
befdfb0ae6
fix: use stricter validation to restrict gmail signups (#11285)
- use stricter validation to restrict gmail signups
2025-04-12 10:52:49 +05:30
Gabriel Jablonski
65430e4633
Merge branch 'fazer-ai/main' into chore/merge-upstream 2025-04-09 19:22:12 -03:00
Cayo P. R. Oliveira
25670564eb
feat: add message update processing in IncomingMessageBaileysService (#20)
* feat: add message update processing in IncomingMessageBaileysService

* feat: implement message update handling in IncomingMessageBaileysService

* feat: add MessageNotFoundError for handling invalid update messages in IncomingMessageBaileysService

* chore: specs for message.update events and bug fixes

* chore: refactor message update handling in IncomingMessageBaileysService

* chore: nit remove redundant comment

* chore: enhance logging for unsupported message update statuses in IncomingMessageBaileysService and disabled metrics

* chore: message status update logic with transition checks

* chore: update status mapping for PENDING to sent in status_mapper

* chore: update status_mapper comments and fix case statement for status codes

* fix: logging for unsupported message updates in update_message_content method

* test: add specs for unsupported status transitions in messages.update event

* refactor: ensure message status is reloaded before assertion in messages.update event spec

* refactor: status variable in status_mapper method

* refactor: rename status_transition_allowed method to status_transition_allowed?

* refactor: streamline message creation in specs by using let! for setup

* feat: process webhook whatsapp await response (#21)

* feat: enhance WhatsApp webhook processing and error responses handling

* chore: correct spelling of 'WhatsApp' in webhook controller specs

* refactor: rename webhook processing method and improve error handling

* chore: update error handling in WhatsApp controller specs for specific exceptions

* refactor: remove handling for StandardError in WhatsApp controller specs

* refactor: simplify perform_whatsapp_events_job method

* chore: update response status from not_found to bad_request for invalid message

* refactor: update expectations for job processing in WhatsApp controller specs
2025-04-09 19:14:38 -03:00
Bruno Shiohei
91cd42583e
fix: Removing repetitive name parameter in AgentsController (#11259)
Co-authored-by: Sojan Jose <sojan@pepalo.com>
2025-04-09 08:53:13 +05:30
Muhsin Keloth
d827e66453
feat: Instagram Inbox using Instagram Business Login (#11054)
This PR introduces basic minimum version of **Instagram Business
Login**, making Instagram inbox setup more straightforward by removing
the Facebook Page dependency. This update enhances user experience and
aligns with Meta’s recommended best practices.

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


## Why Introduce Instagram as a Separate Inbox?


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

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

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

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

---

## Implementation Plan

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

### Changes & Considerations

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

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


---

## Instagram Login Flow

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

---

## How to Test the Instagram Inbox

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


## Troubleshooting & Common Errors

### Insufficient Developer Role Error

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

### API Access Deactivated

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

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

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


## To-Do List

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

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2025-04-08 10:47:41 +05:30
Gabriel Jablonski
659c3e7c2f chore: apply Rails/SaveBang cop (#15)
* chore: apply Rails/SaveBang cop

* fix: correct locale validation in category model spec

* fix: update save methods to avoid Rails/SaveBang cop violations
2025-04-03 23:29:24 -03:00
Cayo P. R. Oliveira
acd1e56a28 feat: baileys provider for whatsapp (#7)
* feat: baileys provider and placeholder for link device modal

* chore: drop qrcode.vue in favor of just img tag

* chore: update modal props

* feat: setup channel provider connection

* chore: update .env.example with Baileys API default configuration

* feat: add support for Baileys provider in WhatsApp events processing

* chore: rename Baileys API default host variable to DEFAULT_BAILEYS_URL

* feat: add setup and disconnect methods for Baileys channel provider in inboxes controller that will be implemented

* feat: add CHANNEL_CONNECTION_UPDATE event and include it in broadcast data preparation

* refactor: simplify channel retrieval logic in WhatsappEventsJob

* refactor: revert CHANNEL_UPDATE_EVENTS constant from ActionCableBroadcastJob

* feat: add 'baileys' as a provider option in Whatsapp channel model

* feat: add provider_connection field to Whatsapp channel model and migration

* refactor: remove unnecessary  CHANNEL_CONNECTION_UPDATE event type

* feat: implement channel provider connection with baileys API

* feat: add inbox association to Whatsapp channel model and update webhook URL handling

* feat: enhance Baileys service to handle webhook multiple event types

* refactor: simplify webhook verification logic in Baileys service

* feat: add setup channel provider call, and refactor some logic

* chore: adapt logic to new API

* refactor: fix typo

* refactor: fix import

* refactor: fix typo

* chore: add fixme comment about race condition

* fix: remove double disconnect call

* feat: implement message processing for incoming WhatsApp messages

* refactor: streamline message type determination and improve readability

* chore: increase cache key granularity

provider connection info might be updated multiple times within 1 second, so updates might be lost due to cache key not being updated. changing cache key to milliseconds solves this

* feat: add `is-loading` to buttons

* feat: update send_message method to use 'to' parameter and improve error handling

* refactor: simplify test setup and update API key in specs

* chore: add setup and disconnect channel provider specs

* test: fix spec after increase cache key granularity

* feat: handle reconnecting state on modal

* style: centered error text

* feat: advanced options on create inbox

* feat: handle new reconnecting on backend

* refactor: update inbox controller specs and leave a FIXME note

* test: add specs for Whatsapp::IncomingMessageBaileysService

* feat: add baileys configuration page

* feat: link device button when disconnected on conversation

* chore: refactor .env.example

* feat: add TODO for unimplemented methods in IncomingMessageBaileysService

* fix: correct method name and update environment variable references in WhatsappBaileysService

* refactor: simplify channel lookup by removing redundant method and handling phone number check directly

* chore: add TODO for unimplemented event processing methods in IncomingMessageBaileysService

* fix: update environment variable references in WhatsappBaileysService tests

* chore(webhook): add pt-BR translations

* chore: add pt-br translations

* chore: inboxname component margin

* refactor: inboxname computed prop

* feat: enhance WhatsApp provider connection handling and message processing

* test: inbox controller

* chore: improve baileys connection and messages handling

* test: incoming message service baileys

* refactor: update provider config validation and improve test setup for WhatsApp Baileys service

* fix: ensure only text messages are sent and update message source ID

* fix: create message

* fix: only update message on success

* test: fix broken specs

* chore: raise error on unsupported message content type

* feat: hide provider connection data from non-admins

* fix: update advanced options

* chore: move class definition

* fix: issue with send_message not returning id

---------

Co-authored-by: gabrieljablonski <contact@gabrieljablonski.com>
2025-04-03 23:28:38 -03:00