## 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>
Previously, attachments relied only on blob_id, which made it possible
to attach blobs across accounts by enumerating IDs. We now require both
blob_id and blob_key, add cross-account validation to prevent blob
reuse, and centralize the logic in a shared BlobOwnershipValidation
concern.
It also fixes a frontend bug where mixed-type action params (number +
string) were incorrectly dropped, causing attachment uploads to fail.
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>
Extracted the backend changes from
https://github.com/chatwoot/chatwoot/pull/13040
- Added the support for saving `conversation_required_attributes` in
account
- Delete `conversation_required_attributes` if custom attribute deleted.
Co-authored-by: Vinay Keerthi <11478411+stonecharioteer@users.noreply.github.com>
This PR add the backend changes for the feature [sending CSAT surveys
via WhatsApp message templates
](https://github.com/chatwoot/chatwoot/pull/12787)
---------
Co-authored-by: Vinay Keerthi <11478411+stonecharioteer@users.noreply.github.com>
* fix: do not toggle typing status when typing private message
* feat: toggle typing status off when sending message
* Revert "fix: do not toggle typing status when typing private message"
This reverts commit 3c74b7c5df0960be37c3e8726c2538ae8ebc4d60.
* fix: ensure typing off event is triggered for all message types
* fix: add success status expectation for typing off events in message controller specs
* fix: ensure typing off event is dispatched correctly for both private and non-private messages
* 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="cad1d31d06">cad1d31</a>),
closes <a
href="https://redirect.github.com/vitejs/vite/issues/20968">#20968</a>
<a
href="https://redirect.github.com/vitejs/vite/issues/20970">#20970</a></li>
<li>chore: update CHANGELOG (<a
href="ca88ed7398">ca88ed7</a>)</li>
</ul>
</blockquote>
</details>
<details>
<summary>Commits</summary>
<ul>
<li><a
href="adce3c22c6"><code>adce3c2</code></a>
release: v5.4.21</li>
<li><a
href="cad1d31d06"><code>cad1d31</code></a>
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>)</li>
<li><a
href="ca88ed7398"><code>ca88ed7</code></a>
chore: update CHANGELOG</li>
<li>See full diff in <a
href="https://github.com/vitejs/vite/commits/v5.4.21/packages/vite">compare
view</a></li>
</ul>
</details>
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* chore: Update translations (#12708)
* chore(sidekiq): log ActiveJob class and job_id on dequeue (#12704)
## Context
Sidekiq logs only showed the Sidekiq wrapper class and JID, which wasn’t
helpful when debugging ActiveJobs.
## Changes
- Updated `ChatwootDequeuedLogger` to log the actual `ActiveJob class`
and `job_id` instead of the generic Sidekiq wrapper and JID.
> Example
> ```
> Dequeued ActionMailer::MailDeliveryJob
123e4567-e89b-12d3-a456-426614174000 from default
> ```
- Remove sidekiq worker and unify everything to `ActiveJob`
* 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
* fix: parameterize agent name (#12709)
* chore: Remove channel icons from the create inbox page (#12727)
# Pull Request Template
## Description
This PR removes the frame containing all channel icons from the “Create
Inbox” page.
## Type of change
- [x] Bug fix (non-breaking change which fixes an issue)
## How Has This Been Tested?
### Screenshots
**Before**
<img width="1314" height="1016" alt="image"
src="https://github.com/user-attachments/assets/2b773495-9ddb-48b4-b15d-9aef18259ce1"
/>
**After**
<img width="1314" height="979" alt="image"
src="https://github.com/user-attachments/assets/f4dc64cf-516c-4faf-a45c-2f7de05cc29b"
/>
## 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
* fix: Use gap-4 instead of margins to define space between elements (#12728)
We should avoid using margins to define space between elements, instead
use the gap utility.
The problem with this particular instance was that if Google auth was
turned off and SSO is available, there is a weird spacing at the top
caused by the margin from the SSO element.
This PR will fix that. It also introduces a gap between the divider and
the button, but that should be okay.
* feat(ee): Add a service to fetch website content and prepare a persona of Captain Assistant (#12732)
This PR is the first of many to simplify the process of building an
assistant. The new flow will only require the user’s website. We’ll
automatically crawl it, identify the business name and what the business
does, and then generate a suggested assistant persona, complete with a
proposed name and description.
This service returns the following.
Example: tooljet.com
<img width="795" height="217" alt="Screenshot 2025-10-25 at 2 55 04 PM"
src="https://github.com/user-attachments/assets/9cb3594a-9c9c-4970-a0a1-4c9c8869c193"
/>
Example: replit.com
<img width="797" height="176" alt="Screenshot 2025-10-25 at 2 56 42 PM"
src="https://github.com/user-attachments/assets/6a1b4266-aab6-455f-a5e3-696d3a8243c9"
/>
* chore: Adds URL-based search and tab selection (#12663)
# Pull Request Template
## Description
This PR enables URL-based search and tab selection, allowing search
queries and active tabs to persist in the URL for easy sharing.
Fixes
[CW-5766](https://linear.app/chatwoot/issue/CW-5766/cannot-impersonate-an-account),
https://github.com/chatwoot/chatwoot/issues/12623
## Type of change
- [x] New feature (non-breaking change which adds functionality)
## How Has This Been Tested?
### Loom video
https://www.loom.com/share/422a1d61f3fe4278a88e352ef98d2b78?sid=35fabee7-652f-4e17-83bd-e066a3bb804c
## 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
* chore: Add tab params for inbox configuration (#12665)
# Pull Request Template
## Description
This PR enables active tabs in inbox settings to persist in the URL for
easy sharing.
## Type of change
- [x] New feature (non-breaking change which adds functionality)
## How Has This Been Tested?
### Loom video
https://www.loom.com/share/63820ecb17ea491a9082339f8bb457b6?sid=4fef1acd-b4fd-431f-855c-7647015a330f
## 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>
* 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>
* chore: Remove linear integration feature flag (#12716)
This PR removes the linear integration feature flag since the
integration is pretty much stable and we do display the Linear CTA for
users who aren't connected.
Fixes
https://linear.app/chatwoot/issue/CW-5819/remove-linear-feature-flag-from-front-end
* chore: Update translations (#12722)
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
* perf: Add database index on conversations identifier (#12715)
**Problem**
Slack webhook processing was failing with 500 errors due to database
timeouts. The query `Conversation.where(identifier:
params[:event][:thread_ts]).first` was performing full table scans and
hitting PostgreSQL statement timeout.
**Solution**
Added database index on conversations.identifier and account_id.
* fix: Extend phone number normalization to Twilio WhatsApp (#12655)
### Problem
WhatsApp Cloud channels already handle Brazil/Argentina phone number
format mismatches (PRs #12492, #11173), but Twilio WhatsApp channels
were creating duplicate contacts
when:
- Template sent to new format: `whatsapp:+5541988887777` (13 digits)
- User responds from old format: `whatsapp:+554188887777` (12 digits)
### Solution
The solution extends the existing phone number normalization
infrastructure to support both WhatsApp providers while handling their
different payload formats:
### Provider Format Differences
- **WhatsApp Cloud**: `wa_id: "919745786257"` (clean number)
- **Twilio WhatsApp**: `From: "whatsapp:+919745786257"` (prefixed
format)
### Test Coverage
#### Brazil Phone Number Tests
**Case 1: New Format (13 digits with "9")**
- **Test 1**: No existing contact → Creates new contact with original
format
- **Test 2**: Contact exists in same format → Appends to existing
conversation
**Case 2: Old Format (12 digits without "9")**
- **Test 3**: Contact exists in old format → Appends to existing
conversation
- **Test 4** *(Critical)*: Contact exists in new format, message in old
format → Finds existing contact, prevents duplicate
- **Test 5**: No contact exists → Creates new contact with incoming
format
#### Argentina Phone Number Tests
**Case 3: With "9" after country code**
- **Test 6**: No existing contact → Creates new contact
- **Test 7**: Contact exists in normalized format → Uses existing
contact
**Case 4: Without "9" after country code**
- **Test 8**: Contact exists in same format → Appends to existing
- **Test 9**: No contact exists → Creates new contact
Fixes
https://linear.app/chatwoot/issue/CW-5565/inconsistencies-for-mobile-numbersargentina-brazil-and-mexico-numbers
* fix: Timezone offset reports broken by DST transition (#12747)
## Description
Fixes timezone offset parameter in V2 reports API that was broken by DST
transitions. The issue occurred when UK DST ended on October 26, 2025,
causing the test to fail starting October 27th.
~~**Initial diagnosis:** The root cause was that
`timezone_name_from_offset` used `zone.now.utc_offset` to match
timezones, which changes based on the current date's DST status rather
than the data being queried.~~
**Actual root cause:** The test was accidentally passing before DST
transition. During BST, `timezone_name_from_offset(0)` matched "Azores"
(UTC-1) instead of "Edinburgh" (UTC+0), and the -1 hour offset
coincidentally split midnight data into [1,5]. After DST ended, it
correctly matched "Edinburgh" (UTC+0), but this grouped all
conversations into one day [6], exposing that the test data was flawed.
The real issue: Test data created all 6 conversations starting at
midnight on a single day, which cannot produce a [1,5] split in true
UTC.
Fixes CW-5846
## Type of change
- [x] Bug fix (non-breaking change which fixes an issue)
- [ ] New feature (non-breaking change which adds functionality)
- [ ] Breaking change (fix or feature that would cause existing
functionality not to work as expected)
- [ ] This change requires a documentation update
## How Has This Been Tested?
**Test that was failing:**
```bash
bundle exec rspec spec/controllers/api/v2/accounts/reports_controller_spec.rb:25
```
**Changes:**
~~1. Fixed `timezone_name_from_offset` to use January 1st as reference
date instead of current date~~
~~2. Converted timezone string to `ActiveSupport::TimeZone` object for
`group_by_period` compatibility~~
**Revised approach:**
1. Freeze test time to January 2024 using `travel_to`, making timezone
matching deterministic and aligned with test data period
2. Start test conversations at 23:00 instead of midnight to properly
span two days and test timezone boundary grouping
3. Keep `zone.now.utc_offset` (correct behavior for real users during
DST)
**Why this works:**
- Test runs "in January 2024" → `zone.now.utc_offset` returns January
offsets consistently
- Offset `-8` correctly matches Pacific Standard Time (UTC-8 in January)
- Real users in PDT (summer) with offset `-7` → correctly match Pacific
Daylight Time
- No production impact, test is deterministic year-round
**Verification:**
- Test now passes consistently regardless of current DST status
- Timezone matching works correctly for real users during DST periods
- Reports correctly group data by timezone offset across all seasons
## Checklist:
- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [x] Any dependent changes have been merged and published in downstream
modules
---------
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
* fix: Captain response builder not getting triggered (#12729)
## Summary
- Fix captain response builder not getting triggered for cases where
responses are created as completed.
## Testing Instructions
- Test articles with firecrawl
- Test articles without firecrawl
- Test PDF documents
---------
Co-authored-by: Pranav <pranav@chatwoot.com>
* chore: Update captain pending FAQ interface (#12752)
# Pull Request Template
## Description
**This PR includes,**
- Added new pending FAQs view with approve/edit/delete actions for each
response.
- Implemented banner notification showing pending FAQ count on main
approved responses page.
- Created dedicated route for pending FAQs review at
/captain/responses/pending.
- Added automatic pending count updates when switching assistants or
routes.
- Modified ResponseCard component to show action buttons instead of
dropdown in pending view.
Fixes
https://linear.app/chatwoot/issue/CW-5833/pending-faqs-in-a-different-ux
## Type of change
- [x] New feature (non-breaking change which adds functionality)
## How Has This Been Tested?
### Loom video
https://www.loom.com/share/5fe8f79b04cd4681b9360c48710b9373
## 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: Pranav <pranav@chatwoot.com>
* fix: Exclude authentication templates from WhatsApp template selection (#12753)
This PR add the changes for excluding the authentication templates from
the WhatsApp template selection in the frontend, as these templates are
not supported at the moment. Reference:
https://www.chatwoot.com/hc/user-guide/articles/1754940076-whatsapp-templates#what-is-not-supported
* feat: Template types components (#12714)
# Pull Request Template
## Description
Fixes
https://linear.app/chatwoot/issue/CW-5806/create-the-story-book-components-for-template-typestext-media-list
**Pending**
Need to standardize the structure to match the template/campaigns.
## Type of change
- [x] New feature (non-breaking change which adds functionality)
## How Has This Been Tested?
### Screenshots
<img width="669" height="179" alt="image"
src="https://github.com/user-attachments/assets/42efd292-8520-4b05-81ec-8bc526fc12db"
/>
<img width="646" height="304" alt="image"
src="https://github.com/user-attachments/assets/431dd964-006c-4877-a693-dae39b90df4c"
/>
<img width="646" height="380" alt="image"
src="https://github.com/user-attachments/assets/9052e31f-9292-4afb-8897-13931655fa00"
/>
<img width="646" height="272" alt="image"
src="https://github.com/user-attachments/assets/873d2488-e856-4a0d-8579-cc1bcc61cc8e"
/>
<img width="646" height="490" alt="image"
src="https://github.com/user-attachments/assets/14c2aa42-bf27-475f-aa70-fe59c1d00e9b"
/>
<img width="646" height="281" alt="image"
src="https://github.com/user-attachments/assets/1f42408e-03e8-4863-b4c7-715d13d67686"
/>
## 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
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
* fix: update omniauth to latest to resolve heroku deployment issues (#12749)
# Pull Request Template
## Description
Fixes https://github.com/chatwoot/chatwoot/issues/12553
Heroku build was failing due to `omniauth` version mismatch. Also, added
`NODE_OPTIONS=--max-old-space-size=4096` to handle OOM during Vite
build.
## Type of change
Please delete options that are not relevant.
- [x] Bug fix (non-breaking change which fixes an issue)
## How Has This Been Tested?
- Tested on heroku
## Checklist:
- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [x] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [x] Any dependent changes have been merged and published in downstream
modules
* chore: Improvements in pending FAQs (#12755)
# Pull Request Template
## Description
**This PR includes:**
1. Added URL-based filter persistence for the responses pages, including
page and search parameters.
2. Introduced a new empty state variant for pending FAQs — without a
backdrop and with a “Clear Filters” option.
3. Made the actions, filter, and search row remain fixed at the top
while scrolling.
Fixes
https://linear.app/chatwoot/issue/CW-5852/improvements-in-pending-faqs
## Type of change
- [x] New feature (non-breaking change which adds functionality)
## How Has This Been Tested?
### Loom video
https://www.loom.com/share/1d9eee68c0684f0ab05e08b4ca1e0ce9
## 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
* fix: run captain v2 outside the transaction (#12756)
* feat: Always process email content (#12734)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
* 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>
* feat: Enable opensearch on paid plans automatically (#12770)
- enable `advanced_search feature` on all paid plans automatically
ref: https://github.com/chatwoot/chatwoot/pull/12503
* chore: Make contacts bulk action bar sticky (#12773)
# Pull Request Template
## Description
This PR makes the contacts bulk action bar sticky while scrolling.
## Type of change
- [x] Bug fix (non-breaking change which fixes an issue)
## How Has This Been Tested?
### Screenshots
<img width="1080" height="300" alt="image"
src="https://github.com/user-attachments/assets/21f8f3c6-813e-4ef6-b40a-8dd14e6ffb26"
/>
<img width="1080" height="300" alt="image"
src="https://github.com/user-attachments/assets/bb939f1d-9a13-4f9f-953d-b9872c984b74"
/>
## 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
* chore: Add dependant destroy_async for sla events (#12774)
Added the destroy_async to prevent timeout during SLA policy deletion by
processing SLA events asynchronously.
* chore: Update translations (#12748)
* feat: Add company backfill migration for existing contacts (Part 1) (#12657)
## Description
Implements company backfill migration infrastructure for existing
contacts. This is **Part 1 of 2** for the company model production
rollout as described in
[CW-5726](https://linear.app/chatwoot/issue/CW-5726/company-model-setting-it-up-on-production).
Creates jobs and services to associate existing contacts with companies
based on their email domains, filtering out free email providers (gmail,
yahoo, etc.) and disposable addresses.
**What's included:**
- Business email detector service with ValidEmail2 (uses
`disposable_domain?` to avoid DNS lookups)
- Per-account batch job to process contacts for one account
- Orchestrator job to iterate all accounts
- Rake task: `bundle exec rake companies:backfill`
~~*NOTE*: I'm using a hard-coded approach to determine if something is a
"business" email by filtering out emails that are usually personal. I've
also added domains that are common to some of our customers' regions.
This should be simpler. I looked into `Valid_Email2` and I couldn't find
anything to dictate whether an email is a personal email or a business
one. I don't think the approach used in the frontend is valid here.~~
UPDATE: Using `email_provider_info` gem instead.
**Pending - Part 2 (separate PR):** Real-time company creation for new
contacts
## Type of change
- [x] New feature (non-breaking change which adds functionality)
## How Has This Been Tested?
```bash
# Run all new tests
bundle exec rspec spec/enterprise/services/companies/business_email_detector_service_spec.rb \\
spec/enterprise/jobs/migration/company_account_batch_job_spec.rb \\
spec/enterprise/jobs/migration/company_backfill_job_spec.rb
# Run RuboCop
bundle exec rubocop enterprise/app/services/companies/business_email_detector_service.rb \\
enterprise/app/jobs/migration/company_account_batch_job.rb \\
enterprise/app/jobs/migration/company_backfill_job.rb \\
lib/tasks/companies.rake
```
**Performance optimization:**
- Uses `disposable_domain?` instead of `disposable?` to avoid DNS MX
lookups (discovered via tcpdump analysis - `disposable?` was making
network calls for every email, causing 100x slowdown)
## Checklist:
- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
---------
Co-authored-by: Sojan Jose <sojan@pepalo.com>
* feat: Add company auto-association for contacts (CW-5726 Part 2) (#12711)
## Description
Implements real-time company auto-association for contacts based on
email domains. This is **Part 2** of the company model production
rollout (CW-5726).
**Task:**
- When a contact is created with a business email, automatically create
and associate a company from the email domain
- When a contact is updated with an email for the first time (email was
previously nil), associate with a company
- Preserve existing company associations when email changes to avoid
user confusion
- Skip free email providers and disposable domains
**Dependencies:**
⚠️ Requires PR #12657 (Part 1: Backfill migration) to be merged first
**Linear ticket:**
[CW-5726](https://linear.app/chatwoot/issue/CW-5726/company-model-setting-it-up-on-production)
## Type of change
- [x] New feature (non-breaking change which adds functionality)
## How Has This Been Tested?
- Service specs: Tests business email detection, company creation,
association logic, edge cases (existing companies, free emails, nil
emails)
- Integration specs: Tests full callback flow for contact create/update
scenarios
- All tests passing: 10 examples, 0 failures
- RuboCop: 0 offenses
## Checklist:
- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [x] My changes generate no new warnings
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules (PR #12657 pending)
---------
Co-authored-by: Sojan Jose <sojan@pepalo.com>
* fix: Optimize Message search_data to prevent OpenSearch field explosion (#12786)
## Description
Refactored the `Message#search_data` method to prevent exceeding
OpenSearch's 1000 field limit during reindex operations.
**Problem:** The previous implementation serialized entire ActiveRecord
objects (Inbox, Sender, Conversation) with all their JSONB fields,
causing dynamic field explosion in OpenSearch. This resulted in
`Searchkick::ImportError` with "Limit of total fields [1000] has been
exceeded".
**Solution:** Whitelisted only necessary fields for search and
filtering, and flattened JSONB `custom_attributes` into key-value pair
arrays to prevent unbounded field creation.
Linked to: CW-5861
## Type of change
- [x] Bug fix (non-breaking change which fixes an issue)
- [ ] New feature (non-breaking change which adds functionality)
- [ ] Breaking change (fix or feature that would cause existing
functionality not to work as expected)
- [x] This change requires a documentation update
## How Has This Been Tested?
- Verified rubocop passes with no offenses
- Code review of search field usage from
`enterprise/app/services/enterprise/search_service.rb`
- Analyzed actual search queries to determine required indexed fields
**Still needed:**
- Full reindex test on staging/production environment
- Verify search functionality still works after reindex
- Confirm field count is under 1000 limit
## Changes Made
### Before
- Indexed 1000+ fields (entire AR objects with JSONB)
- `inbox` = full Inbox object (23+ fields + JSONB)
- `sender` = full Contact/User/AgentBot object (10+ fields + JSONB)
- `conversation` = full push_event_data
- Dynamic JSONB keys creating unlimited fields
### After
- ~35-40 controlled fields
- Whitelisted search fields: `content`, `attachment_transcribed_text`,
`email_subject`
- Filter fields: `account_id`, `inbox_id`, `conversation_id`,
`sender_id`, `sender_type`, etc.
- Flattened `custom_attributes`: `[{key, value, value_type}]` format
- Helper methods: `search_conversation_data`, `search_inbox_data`,
`search_sender_data`, `search_additional_data`
## 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
## Post-merge Steps
After merging, the following steps are required:
1. **Reindex all messages:**
```bash
bundle exec rails runner "Message.reindex"
```
2. **Verify field count:**
```bash
bundle exec rails runner "
client = Searchkick.client
index_name = Message.searchkick_index.name
mapping = client.indices.get_mapping(index: index_name)
fields = mapping.dig(index_name, 'mappings', 'properties')
puts 'Total fields: ' + fields.keys.count.to_s
"
```
3. **Test search functionality** to ensure queries still work as
expected
---------
Co-authored-by: Vishnu Narayanan <iamwishnu@gmail.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
* fix: Avoid introducing new attributes in search (#12791)
Fix `Limit of total fields [1000] has been exceeded`
https://linear.app/chatwoot/issue/CW-5861/searchkickimporterror-type-=-illegal-argument-exception-reason-=-limit#comment-6b6e41bd
* fix: Gate Sidekiq dequeue logger behind env (#12790)
## Summary
- wrap the dequeue middleware registration in a boolean env flag
- document the ENABLE_SIDEKIQ_DEQUEUE_LOGGER option in .env.example
* feat: Bulk delete for contacts (#12778)
Introduces a new bulk action `delete` for contacts
ref: https://github.com/chatwoot/chatwoot/pull/12763
## Screens
<img width="1492" height="973" alt="Screenshot 2025-10-31 at 6 27 21 PM"
src="https://github.com/user-attachments/assets/30dab1bb-2c2c-4168-9800-44e0eb5f8e3a"
/>
<img width="1492" height="985" alt="Screenshot 2025-10-31 at 6 27 32 PM"
src="https://github.com/user-attachments/assets/5be610c4-b19e-4614-a164-103b22337382"
/>
* fix: Video bubble click and play issue (#12764)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
* feat: Differentiate bot and user in the summary (#12801)
While generating the summary, use the appropriate sender type for the
message.
* fix: Invalid image URL issue in Help Center articles (#12806)
* feat: allow bots to handle campaigns when sender_id is nil (#12805)
* fix: Add empty line before signature in compose conversation editor (#12702)
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
* feat: Enhance button interactions (#12738)
* fix: Remove the same account validation for whatsapp channels (#12811)
## Description
Modified the phone number validation in Whatsapp::ChannelCreationService
to check for duplicate phone numbers across ALL accounts, not just
within the current account.
## Type of change
- [ ] Bug fix (non-breaking change which fixes an issue)
## How Has This Been Tested?
- Added test coverage for cross-account phone number validation
- Using actual UI flow
<img width="1493" height="532" alt="image"
src="https://github.com/user-attachments/assets/67d2bb99-2eb9-4115-8d56-449e4785e0d8"
/>
## 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
* feat: Update Captain navigation structure (#12761)
# Pull Request Template
## Description
This PR includes an update to the Captain navigation structure.
## Route Structure
```javascript
1. captain_assistants_responses_index → /captain/:assistantId/faqs
2. captain_assistants_documents_index → /captain/:assistantId/documents
3. captain_assistants_scenarios_index → /captain/:assistantId/scenarios
4. captain_assistants_playground_index → /captain/:assistantId/playground
5. captain_assistants_inboxes_index → /captain/:assistantId/inboxes
6. captain_tools_index → /captain/tools
7. captain_assistants_settings_index → /captain/:assistantId/settings
8. captain_assistants_guardrails_index → /captain/:assistantId/settings/guardrails
9. captain_assistants_guidelines_index → /captain/:assistantId/settings/guidelines
10. captain_assistants_index → /captain/:navigationPath
```
**How it works:**
1. User clicks sidebar item → Routes to `captain_assistants_index` with
`navigationPath`
2. `AssistantsIndexPage` validates route and gets last active assistant,
if not redirects to assistant create page.
3. Routes to actual page: `/captain/:assistantId/:page`
4. Page loads with correct assistant context
Fixes
https://linear.app/chatwoot/issue/CW-5832/updating-captain-navigation
## 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
- [ ] 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: Pranav <pranav@chatwoot.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
* fix: Handle login when there are no accounts (#12816)
* chore: Update translations (#12794)
* chore(docs): Fix typos in some files (#12817)
This PR fixes typos in the file file using codespell.
* refactor: strategy pattern for mailbox conversation finding (#12766)
Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
* fix: Issue with processing variables in outgoing email content (#12799)
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
Co-authored-by: Vinay Keerthi <11478411+stonecharioteer@users.noreply.github.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
* fix: hide pdf citations in captain faq responses (#12839)
* fix: Use contact_id instead of sender_id for Instagram message locks (#12841)
Previously, the lock key for Instagram used sender_id, which for echo
messages (outgoing) would be the account's own ID. This caused all
outgoing messages to compete for the same lock, creating a bottleneck
during bulk messaging.
The fix introduces contact_instagram_id method that correctly identifies
the contact's ID regardless of message direction:
- For echo messages (outgoing): uses recipient.id (the contact)
- For incoming messages: uses sender.id (the contact)
This ensures each conversation has a unique lock, allowing parallel
processing of webhooks while maintaining race condition protection
within individual conversations.
Fixes lock acquisition errors in Sidekiq when processing bulk Instagram
messages.
Fixes
https://linear.app/chatwoot/issue/CW-5931/p0-mutexapplicationjoblockacquisitionerror-failed-to-acquire-lock-for
## Type of change
- [x] Bug fix (non-breaking change which fixes an issue)
* fix: label tags for contactable inboxes (#12838)
* chore: Improve captain layout (#12820)
* feat: allow selecting month range in overview reports (#12701)
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
* fix: respect status parameter when creating articles via API (#12846)
## Description
The Articles API was ignoring the `status` parameter when creating new
articles. All articles were forced to be drafts due to a hardcoded
`@article.draft!` call in the controller, even when users explicitly
sent `status: 1` (published) in their API request.
This PR removes the hardcoded draft enforcement and allows the status
parameter to be respected while maintaining backward compatibility.
Fixes#12063
## Type of change
- [x] Bug fix (non-breaking change which fixes an issue)
## How Has This Been Tested?
**Before:**
- API POST with `status: 1` → Created as draft (ignored parameter)
- API POST without status → Created as draft
**After:**
- API POST with `status: 1` → Created as published ✅
- API POST without status → Created as draft (backward compatible) ✅
- UI creates articles → Still creates as draft (UI doesn't send status)
✅
**Tests run:**
```bash
bundle exec rspec spec/controllers/api/v1/accounts/articles_controller_spec.rb
# 17 examples, 0 failures
```
Updated tests:
1. Changed 2 existing tests that were verifying the broken behavior
(expecting draft when published was sent)
2. Added new test to verify articles default to draft when status is not
provided
3. All existing tests pass, confirming backward compatibility
## Checklist:
- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [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
Co-authored-by: Sojan Jose <sojan@pepalo.com>
* feat: allow querying reporting events via the API (#12832)
* feat(webhooks): add name to webhook (#12641)
## Description
When working with webhooks, it's easy to lose track of which URL is
which. Adding a `name` (optional) column to the webhook model is a
straight-forward solution to make it significantly easier to identify
webhooks.
## Type of change
- [x] New feature (non-breaking change which adds functionality)
## How Has This Been Tested?
Model and controller specs, and also running in production over several
months without any issues.
| Before | After |
| --- | --- |
| <img width="949" height="990" alt="image copy 3"
src="https://github.com/user-attachments/assets/6b33c072-7d16-4a9c-a129-f9c0751299f5"
/> | <img width="806" height="941" alt="image"
src="https://github.com/user-attachments/assets/77f3cb3a-2eb0-41ac-95bf-d02915589690"
/> |
| <img width="1231" height="650" alt="image copy 2"
src="https://github.com/user-attachments/assets/583374af-96e0-4436-b026-4ce79b7f9321"
/> | <img width="1252" height="650" alt="image copy"
src="https://github.com/user-attachments/assets/aa81fb31-fd18-4e21-a40e-d8ab0dc76b4e"
/> |
## Checklist:
- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [x] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [x] Any dependent changes have been merged and published in downstream
modules
* perf: speed up docker builds (#12859)
- Use separate keys to avoid cache overwrites across different
architecture builds
https://linear.app/chatwoot/issue/CW-5945/perf-speed-up-docker-builds
### 25 mins ---> 5mins
## before
<img width="971" height="452" alt="image"
src="https://github.com/user-attachments/assets/535cebd6-6c16-48d1-a62d-ffb6f2fc9b08"
/>
## after
<img width="940" height="428" alt="image"
src="https://github.com/user-attachments/assets/359eb313-4bb5-4e0e-9492-a8ad48645159"
/>
* chore: Update missing places with new colors (#12862)
# Pull Request Template
## Description
This PR updates the colors in places that were missed during the color
update migration.
## Type of change
- [x] Bug fix (non-breaking change which fixes an issue)
## Checklist:
- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [ ] 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
* fix: Brand installation name not showing (#12861)
# Pull Request Template
## Description
Fixes
https://linear.app/chatwoot/issue/CW-5946/fix-brand-installation-name-issue-in-dyte
## Type of change
- [x] Bug fix (non-breaking change which fixes an issue)
## Checklist:
- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [ ] 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
* fix: migrate from deprecated annotate gem to annotaterb (#12845)
## Description
The `annotate` gem has been deprecated and users are experiencing
annotation errors with the new Rails 7 `serialize` syntax. This PR
migrates to `annotaterb`, the actively maintained fork.
Users reported errors when running `make db`:
```
Unable to annotate app/models/installation_config.rb: no implicit conversion of Hash into String
Unable to annotate app/models/installation_config.rb: no implicit conversion of nil into Array
```
This PR updates the Gemfile and rake configuration to use `annotaterb`
instead.
Fixes#11673
## Type of change
- [x] Bug fix (non-breaking change which fixes an issue)
## How Has This Been Tested?
Tested locally with the following steps:
1. Run `bundle install` - successfully installed annotaterb 4.20.0
2. Run `RAILS_ENV=development bundle exec rails db:chatwoot_prepare` -
completed without annotation errors
3. Run `RAILS_ENV=development bundle exec rails annotate_rb:models` -
successfully annotated all models including InstallationConfig
4. Verified InstallationConfig model annotations are present and correct
## Checklist:
- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] My changes generate no new warnings
- [x] New and existing unit tests pass locally with my changes
* chore: disable worker MemoryHigh throttling in systemd unit (#12871)
- set MemoryHigh to infinity in deployment/chatwoot-worker.1.service so
the worker is throttled only by the existing
MemoryMax hard limit
- prevents cgroup reclaim from slowing Sidekiq under transient spikes
while still keeping the hard stop at 1.5 GB
* chore: Update translations (#12818)
* fix: revert annotaterb migration due to persistent annotation errors (#12881)
## Description
This PR reverts the migration from the `annotate` gem to `annotaterb`
introduced in PR #12845. The annotation errors reported in #11673
persist with both gems, and the old `annotate` gem handles the errors
more gracefully by continuing to process other models instead of
crashing.
**Testing reveals both gems fail with the same underlying issue:**
**Old annotate gem (3.2.0):**
```
Unable to annotate app/models/installation_config.rb: no implicit conversion of Hash into String
Unable to annotate app/models/installation_config.rb: no implicit conversion of nil into Array
Model files unchanged.
```
(Logs error but continues processing)
**New annotaterb gem (4.20.0):**
```
❯ bundle exec annotaterb models
ruby/3.4.4/lib/ruby/gems/3.4.0/gems/reline-0.3.6/lib/reline/terminfo.rb:2: warning: ruby/3.4.4/lib/ruby/3.4.0/fiddle.rb was loaded from the standard library, but will no longer be part of the default gems starting from Ruby 3.5.0.
You can add fiddle to your Gemfile or gemspec to silence this warning.
Also please contact the author of reline-0.3.6 to request adding fiddle into its gemspec.
Annotating models
bundler: failed to load command: annotaterb (ruby/3.4.4/bin/annotaterb)
ruby/3.4.4/lib/ruby/3.4.0/psych/parser.rb:62:in 'Psych::Parser#_native_parse': no implicit conversion of Hash into String (TypeError)
_native_parse @handler, yaml, path
^^^^^^^^^^^^^^^^^^^^
from ruby/3.4.4/lib/ruby/3.4.0/psych/parser.rb:62:in 'Psych::Parser#parse'
from ruby/3.4.4/lib/ruby/3.4.0/psych.rb:457:in 'Psych.parse_stream'
from ruby/3.4.4/lib/ruby/3.4.0/psych.rb:401:in 'Psych.parse'
from ruby/3.4.4/lib/ruby/3.4.0/psych.rb:325:in 'Psych.safe_load'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/activerecord-7.1.5.2/lib/active_record/coders/yaml_column.rb:37:in 'ActiveRecord::Coders::YAMLColumn::SafeCoder#load'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/activerecord-7.1.5.2/lib/active_record/coders/column_serializer.rb:37:in 'ActiveRecord::Coders::ColumnSerializer#load'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/activerecord-7.1.5.2/lib/active_record/type/serialized.rb:22:in 'ActiveRecord::Type::Serialized#deserialize'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/activemodel-7.1.5.2/lib/active_model/attribute.rb:175:in 'ActiveModel::Attribute::FromDatabase#type_cast'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/activemodel-7.1.5.2/lib/active_model/attribute.rb:43:in 'ActiveModel::Attribute#value'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/activemodel-7.1.5.2/lib/active_model/attribute_set.rb:37:in 'block in ActiveModel::AttributeSet#to_hash'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/activesupport-7.1.5.2/lib/active_support/core_ext/enumerable.rb:78:in 'block in Enumerable#index_with'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/activesupport-7.1.5.2/lib/active_support/core_ext/enumerable.rb:78:in 'Array#each'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/activesupport-7.1.5.2/lib/active_support/core_ext/enumerable.rb:78:in 'Enumerable#index_with'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/activemodel-7.1.5.2/lib/active_model/attribute_set.rb:37:in 'ActiveModel::AttributeSet#to_hash'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/activerecord-7.1.5.2/lib/active_record/model_schema.rb:499:in 'ActiveRecord::ModelSchema::ClassMethods#column_defaults'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/annotaterb-4.20.0/lib/annotate_rb/model_annotator/model_wrapper.rb:68:in 'AnnotateRb::ModelAnnotator::ModelWrapper#column_defaults'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/annotaterb-4.20.0/lib/annotate_rb/model_annotator/model_wrapper.rb:139:in 'block in AnnotateRb::ModelAnnotator::ModelWrapper#built_attributes'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/annotaterb-4.20.0/lib/annotate_rb/model_annotator/model_wrapper.rb:136:in 'Array#map'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/annotaterb-4.20.0/lib/annotate_rb/model_annotator/model_wrapper.rb:136:in 'AnnotateRb::ModelAnnotator::ModelWrapper#built_attributes'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/annotaterb-4.20.0/lib/annotate_rb/model_annotator/column_annotation/annotation_builder.rb:15:in 'AnnotateRb::ModelAnnotator::ColumnAnnotation::AnnotationBuilder#build'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/annotaterb-4.20.0/lib/annotate_rb/model_annotator/annotation/annotation_builder.rb:52:in 'block in AnnotateRb::ModelAnnotator::Annotation::AnnotationBuilder::Annotation#columns'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/annotaterb-4.20.0/lib/annotate_rb/model_annotator/annotation/annotation_builder.rb:51:in 'Array#map'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/annotaterb-4.20.0/lib/annotate_rb/model_annotator/annotation/annotation_builder.rb:51:in 'AnnotateRb::ModelAnnotator::Annotation::AnnotationBuilder::Annotation#columns'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/annotaterb-4.20.0/lib/annotate_rb/model_annotator/annotation/annotation_builder.rb:26:in 'AnnotateRb::ModelAnnotator::Annotation::AnnotationBuilder::Annotation#body'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/annotaterb-4.20.0/lib/annotate_rb/model_annotator/annotation/annotation_builder.rb:35:in 'AnnotateRb::ModelAnnotator::Annotation::AnnotationBuilder::Annotation#build'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/annotaterb-4.20.0/lib/annotate_rb/model_annotator/annotation/annotation_builder.rb:71:in 'AnnotateRb::ModelAnnotator::Annotation::AnnotationBuilder#build'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/annotaterb-4.20.0/lib/annotate_rb/model_annotator/project_annotator.rb:43:in 'AnnotateRb::ModelAnnotator::ProjectAnnotator#build_instructions_for_file'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/annotaterb-4.20.0/lib/annotate_rb/model_annotator/project_annotator.rb:17:in 'block in AnnotateRb::ModelAnnotator::ProjectAnnotator#annotate'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/annotaterb-4.20.0/lib/annotate_rb/model_annotator/project_annotator.rb:13:in 'Array#map'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/annotaterb-4.20.0/lib/annotate_rb/model_annotator/project_annotator.rb:13:in 'AnnotateRb::ModelAnnotator::ProjectAnnotator#annotate'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/annotaterb-4.20.0/lib/annotate_rb/model_annotator/annotator.rb:21:in 'AnnotateRb::ModelAnnotator::Annotator#do_annotations'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/annotaterb-4.20.0/lib/annotate_rb/model_annotator/annotator.rb:8:in 'AnnotateRb::ModelAnnotator::Annotator.do_annotations'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/annotaterb-4.20.0/lib/annotate_rb/commands/annotate_models.rb:17:in 'AnnotateRb::Commands::AnnotateModels#call'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/annotaterb-4.20.0/lib/annotate_rb/runner.rb:38:in 'AnnotateRb::Runner#run'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/annotaterb-4.20.0/lib/annotate_rb/runner.rb:11:in 'AnnotateRb::Runner.run'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/annotaterb-4.20.0/exe/annotaterb:18:in '<top (required)>'
from ruby/3.4.4/bin/annotaterb:25:in 'Kernel#load'
from ruby/3.4.4/bin/annotaterb:25:in '<top (required)>'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/bundler-2.5.16/lib/bundler/cli/exec.rb:58:in 'Kernel.load'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/bundler-2.5.16/lib/bundler/cli/exec.rb:58:in 'Bundler::CLI::Exec#kernel_load'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/bundler-2.5.16/lib/bundler/cli/exec.rb:23:in 'Bundler::CLI::Exec#run'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/bundler-2.5.16/lib/bundler/cli.rb:455:in 'Bundler::CLI#exec'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/bundler-2.5.16/lib/bundler/vendor/thor/lib/thor/command.rb:28:in 'Bundler::Thor::Command#run'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/bundler-2.5.16/lib/bundler/vendor/thor/lib/thor/invocation.rb:127:in 'Bundler::Thor::Invocation#invoke_command'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/bundler-2.5.16/lib/bundler/vendor/thor/lib/thor.rb:527:in 'Bundler::Thor.dispatch'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/bundler-2.5.16/lib/bundler/cli.rb:35:in 'Bundler::CLI.dispatch'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/bundler-2.5.16/lib/bundler/vendor/thor/lib/thor/base.rb:584:in 'Bundler::Thor::Base::ClassMethods#start'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/bundler-2.5.16/lib/bundler/cli.rb:29:in 'Bundler::CLI.start'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/bundler-2.5.16/exe/bundle:28:in 'block in <top (required)>'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/bundler-2.5.16/lib/bundler/friendly_errors.rb:117:in 'Bundler.with_friendly_errors'
from ruby/3.4.4/lib/ruby/gems/3.4.0/gems/bundler-2.5.16/exe/bundle:20:in '<top (required)>'
from ruby/3.4.4/bin/bundle:25:in 'Kernel#load'
from ruby/3.4.4/bin/bundle:25:in '<main>'
```
(Crashes immediately, stops all processing)
**Root cause:** The `InstallationConfig` model uses YAML serialization
(`serialize :serialized_value, coder: YAML`) on a JSONB database column.
When annotation tools read column defaults, PostgreSQL returns JSONB as
a Hash, but YAML expects a String, causing the type error.
The migration to annotaterb doesn't solve the problem - both gems
encounter the same error. The old gem is preferable as it continues
working despite the error.
Reverts #12845
Related to #11673
## Type of change
- [x] Bug fix (non-breaking change which fixes an issue)
## How Has This Been Tested?
1. Reverted commit 559d1b657
2. Ran `bundle install` to reinstall annotate gem v3.2.0
3. Ran `RAILS_ENV=development bundle exec annotate`
- Result: Logs errors for InstallationConfig but completes successfully
4. Re-applied the annotaterb changes and tested `bundle exec annotaterb
models`
- Result: Crashes with full stack trace and stops processing
## Checklist:
- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] My changes generate no new warnings
- [x] New and existing unit tests pass locally with my changes
---
*Edited to truncate environment-specific info from error dump*
* chore: Hide assistant switcher on paywall screen (#12875)
* feat: Assignment service (v2) (#12320)
## Linear Link
## Description
This PR introduces a new robust auto-assignment system for conversations
in Chatwoot. The system replaces the existing round-robin assignment
with a more sophisticated service-based architecture that supports
multiple assignment strategies, rate limiting, and Enterprise features
like capacity-based assignment and balanced distribution.
## Type of change
- [ ] New feature (non-breaking change which adds functionality)
## How Has This Been Tested?
- Unit test cases
- Test conversations getting assigned on status change to open
- Test the job directly via rails console
## 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
<!-- CURSOR_SUMMARY -->
---
> [!NOTE]
> Adds a new service-based auto-assignment system with scheduled jobs,
rate limiting, enterprise capacity/balanced selection, and wiring via
inbox/handler; includes Redis helpers and comprehensive tests.
>
> - **Auto-assignment v2 (core services)**:
> - Add `AutoAssignment::AssignmentService` with bulk assignment,
configurable conversation priority, RR selection, and per-agent rate
limiting via `AutoAssignment::RateLimiter`.
> - Add `AutoAssignment::RoundRobinSelector` for agent selection.
> - **Jobs & scheduling**:
> - Add `AutoAssignment::AssignmentJob` (per-inbox bulk assign;
env-based limit) and `AutoAssignment::PeriodicAssignmentJob` (batch over
accounts/inboxes).
> - Schedule periodic run in `config/schedule.yml`
(`periodic_assignment_job`).
> - **Model/concerns wiring**:
> - Include `InboxAgentAvailability` in `Inbox`; add
`Inbox#auto_assignment_v2_enabled?`.
> - Update `AutoAssignmentHandler` to trigger v2 job when
`auto_assignment_v2_enabled?`, else fallback to legacy.
> - **Enterprise extensions**:
> - Add `Enterprise::InboxAgentAvailability` (capacity-aware filtering)
and `Enterprise::Concerns::Inbox` association `inbox_capacity_limits`.
> - Extend service via `Enterprise::AutoAssignment::AssignmentService`
(policy-driven config, capacity filtering, exclusion rules) and add
selectors/services: `BalancedSelector`, `CapacityService`.
> - **Infrastructure**:
> - Enhance `Redis::Alfred` with `expire`, key scan/count, and extended
ZSET helpers (`zadd`, `zcount`, `zcard`, `zrangebyscore`).
> - **Tests**:
> - Add specs for jobs, core service, rate limiter, RR selector, and
enterprise features (capacity, balanced selection, exclusions).
>
> <sup>Written by [Cursor
Bugbot](https://cursor.com/dashboard?tab=bugbot) for commit
0ebe187c8aea73765b0122a44b18d6f465c2477f. This will update automatically
on new commits. Configure
[here](https://cursor.com/dashboard?tab=bugbot).</sup>
<!-- /CURSOR_SUMMARY -->
---------
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
* fix: Change contact_inboxes.source_id to text column (#12882)
## Description
Fixes CW-5961 where IMAP email processing failed with
`ActiveRecord::RecordInvalid: Validation failed: Source is too long
(maximum is 255 characters)` error.
This changes the `contact_inboxes.source_id` column from `string` (255
character limit) to `text` (unlimited) to accommodate long email message
IDs that were causing validation failures.
Fixes CW-5961
## Type of change
- [x] Bug fix (non-breaking change which fixes an issue)
## How Has This Been Tested?
- Added spec test validating `source_id` values longer than 255
characters (300 chars)
- All existing `contact_inbox_spec.rb` tests pass (7 examples, 0
failures)
- Migration applied successfully with reversible up/down methods
- Verified `source_id` column type changed to `text` with `null: false`
constraint preserved
## Checklist:
- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [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
* feat: allow configuring attachment upload limit (#12835)
## Summary
- add a configurable MAXIMUM_FILE_UPLOAD_SIZE installation setting and
surface it through super admin and global config payloads
- apply the configurable limit to attachment validations and shared
upload helpers on dashboard and widget
- introduce a reusable helper with unit tests for parsing the limit and
extend attachment specs for configurability
------
[Codex
Task](https://chatgpt.com/codex/tasks/task_e_6912644786b08326bc8dee9401af6d0a)
---------
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
* feat: Customizable webhook timeout configuration (#12777)
## Summary
- Ability to configure the webhook timeout for Chatwoot self hosted
installations
fixes: https://github.com/chatwoot/chatwoot/issues/12754
* feat: Control the allowed login methods via Super Admin (#12892)
- Control the allowed authentication methods for a chatwoot installation
via super admin configs. [SAML, Google Auth etc]
------
[Codex
Task](https://chatgpt.com/codex/tasks/task_e_6917d503b6e48326a261672c1de91462)
---------
Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
* chore: Update translations (#12876)
* feat: Backend - Companies API endpoint with pagination and search (#12840)
## Description
Adds API endpoint to list companies with pagination, search, and
sorting.
Fixes
https://linear.app/chatwoot/issue/CW-5930/add-backend-routes-to-get-companies-result
Parent issue:
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?
Added comprehensive specs to
`spec/enterprise/controllers/api/v1/accounts/companies_controller_spec.rb`:
- Pagination (25 per page, multiple pages)
- Search by name and domain (case-insensitive)
- Counter cache for contacts_count
- Account scoping
- Authorization
To reproduce:
```bash
bundle exec rspec spec/enterprise/controllers/api/v1/accounts/companies_controller_spec.rb
bundle exec rubocop enterprise/app/controllers/api/v1/accounts/companies_controller.rb
```
## 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: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
* 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>
* feat: Add Amazon SES inbound email support (#12893)
## Summary
- add AWS ActionMailbox SES gems
- document SES as incoming email provider
- note SES option in configuration
## Testing
- `bundle exec rubocop config/initializers/mailer.rb
config/environments/production.rb Gemfile`
------
[Codex
Task](https://chatgpt.com/codex/tasks/task_e_68bbb7d482288326b8f04bb795af0322)
---------
Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Vinay Keerthi <11478411+stonecharioteer@users.noreply.github.com>
* feat: hide email forwarding address if INBOUND_EMAIL_DOMAIN is not configured (#12768)
#### Summary
- Improved email inbox setup flow to handle cases where inbound email
forwarding is not configured on the installation
- Added conditional display of email forwarding address based on
MAILER_INBOUND_EMAIL_DOMAIN environment variable availability
- Enhanced user messaging to guide users toward configuring SMTP/IMAP
settings when forwarding is unavailable
#### Changes
**Backend (app/views/api/v1/models/_inbox.json.jbuilder)**
- Added forwarding_enabled boolean flag to inbox API response based on
MAILER_INBOUND_EMAIL_DOMAIN presence
- Made forward_to_email conditional - only included when forwarding is
enabled
**Frontend - Inbox Creation Flow**
- Created new EmailInboxFinish.vue component to handle email inbox setup
completion
- Shows different messages based on whether forwarding is enabled:
- With forwarding: displays forwarding address and encourages SMTP/IMAP
configuration
- Without forwarding: warns that SMTP/IMAP configuration is required for
emails to be processed
- Added link to configuration page for easy access to SMTP/IMAP settings
<img width="988" height="312" alt="Screenshot 2025-11-18 at 3 27 27 PM"
src="https://github.com/user-attachments/assets/928aff78-df73-49fa-9a26-dbbd1297b26a"
/>
<img width="765" height="489" alt="Screenshot 2025-11-18 at 3 24 46 PM"
src="https://github.com/user-attachments/assets/6a182c7d-087f-4e88-92a5-30f147a567a7"
/>
Fixes
https://linear.app/chatwoot/issue/CW-5881/hide-forwaring-email-section-if-inbound-email-domain-is-not-configured
## Type of change
- [x] New feature (non-breaking change which adds functionality)
## How Has This Been Tested?
- Tested locally
## 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>
* 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>
* Bump version to 4.8.0
* chore: remove migration
---------
Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
Co-authored-by: Chatwoot Bot <92152627+chatwoot-bot@users.noreply.github.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
Co-authored-by: Muhsin <muhsinkeramam@gmail.com>
Co-authored-by: Vinay Keerthi <11478411+stonecharioteer@users.noreply.github.com>
Co-authored-by: Vishnu Narayanan <iamwishnu@gmail.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Tanmay Deep Sharma <32020192+tds-1@users.noreply.github.com>
Co-authored-by: Lê Nam Khánh <55955273+khanhkhanhlele@users.noreply.github.com>
## 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>
## Summary
- add a configurable MAXIMUM_FILE_UPLOAD_SIZE installation setting and
surface it through super admin and global config payloads
- apply the configurable limit to attachment validations and shared
upload helpers on dashboard and widget
- introduce a reusable helper with unit tests for parsing the limit and
extend attachment specs for configurability
------
[Codex
Task](https://chatgpt.com/codex/tasks/task_e_6912644786b08326bc8dee9401af6d0a)
---------
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
## Description
When working with webhooks, it's easy to lose track of which URL is
which. Adding a `name` (optional) column to the webhook model is a
straight-forward solution to make it significantly easier to identify
webhooks.
## Type of change
- [x] New feature (non-breaking change which adds functionality)
## How Has This Been Tested?
Model and controller specs, and also running in production over several
months without any issues.
| Before | After |
| --- | --- |
| <img width="949" height="990" alt="image copy 3"
src="https://github.com/user-attachments/assets/6b33c072-7d16-4a9c-a129-f9c0751299f5"
/> | <img width="806" height="941" alt="image"
src="https://github.com/user-attachments/assets/77f3cb3a-2eb0-41ac-95bf-d02915589690"
/> |
| <img width="1231" height="650" alt="image copy 2"
src="https://github.com/user-attachments/assets/583374af-96e0-4436-b026-4ce79b7f9321"
/> | <img width="1252" height="650" alt="image copy"
src="https://github.com/user-attachments/assets/aa81fb31-fd18-4e21-a40e-d8ab0dc76b4e"
/> |
## Checklist:
- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [x] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [x] Any dependent changes have been merged and published in downstream
modules
## Description
The Articles API was ignoring the `status` parameter when creating new
articles. All articles were forced to be drafts due to a hardcoded
`@article.draft!` call in the controller, even when users explicitly
sent `status: 1` (published) in their API request.
This PR removes the hardcoded draft enforcement and allows the status
parameter to be respected while maintaining backward compatibility.
Fixes#12063
## Type of change
- [x] Bug fix (non-breaking change which fixes an issue)
## How Has This Been Tested?
**Before:**
- API POST with `status: 1` → Created as draft (ignored parameter)
- API POST without status → Created as draft
**After:**
- API POST with `status: 1` → Created as published ✅
- API POST without status → Created as draft (backward compatible) ✅
- UI creates articles → Still creates as draft (UI doesn't send status)
✅
**Tests run:**
```bash
bundle exec rspec spec/controllers/api/v1/accounts/articles_controller_spec.rb
# 17 examples, 0 failures
```
Updated tests:
1. Changed 2 existing tests that were verifying the broken behavior
(expecting draft when published was sent)
2. Added new test to verify articles default to draft when status is not
provided
3. All existing tests pass, confirming backward compatibility
## Checklist:
- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [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
Co-authored-by: Sojan Jose <sojan@pepalo.com>
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>
## 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>
## Summary
- allow help center portals to clear their associated web widget
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
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>
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>
## 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>
# 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
# 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>
# 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>
* 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
# 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>
## 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)
## 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:
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>
- 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.
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
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>
<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>
* 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>
* 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
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>
# 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>
- 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>
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
* 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>
### 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>
- 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
- 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>
* 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>
* chore: exclude inbox_id from webhook update parameters
* feat: display inbox label in webhook settings
* feat: add inbox selection to webhook form
* feat: prevent updating inbox_id in webhook update
* feat: integrate MultiselectDropdown for inbox selection in webhook form
* feat: add inbox matching logic to webhook event delivery
* feat: remove unused inbox input placeholder from webhook form
* fix: MultiselectDropdown component submiting form
* feat: refine webhook parameters for create and update actions
* feat: disable URL input field when editing webhook
* chore: remove unnecessary parentheses
* chore: update webhook controller spec to ignore inbox_id and url updates
* fix: clean up JSON formatting
* fix: standardize inbox_id to inboxId in WebhookForm component
* refactor: replace LabelItem with InboxName component in WebhookRow
* chore: enhance MultiselectDropdown with button variant prop and update styling in WebhookForm
* chore: simplify MultiselectDropdown wrapper in WebhookForm component
* chore: update selectedInbox initialization to null and reorder form fields
* refactor: simplify InboxName
* chore: add dark variant styling for buttons in SCSS
* test: add inbox filtering for webhook event triggers in WebhookListener
* test: refactor webhook controller spec to use a variable for URL and improve update expectations
* feat(webhook): all inboxes option
* chore: remove dark variant styling for buttons in SCSS
* fix: bad interaction multiselectdropdown inside label
* chore: invert if
* chore: rename to assignedInbox and drop inboxId
* refactor(WebhookForm): restore div separating fields from buttons
* test: improve description
---------
Co-authored-by: gabrieljablonski <contact@gabrieljablonski.com>
* chore: lint files
* chore: suppress warning
* chore: disable suggest extensions
* chore: do not stage changes in pre-commit
* chore: remove git add from FE lint and `-a` flag from rubocop on husky
* feat(migration): add name column to webhook table
* feat(webhooks): add name parameter to webhook params
* feat(webhooks): add example webhook name constant and input field to form
* fix(webhooks): add webhook name label and placeholder to multiple locales in the form
* feat(webhooks): display webhook name in the UI and include it in the API response
* Revert 'fix(webhooks): add webhook name label and placeholder to multiple locales in the form'
This reverts commit e547778a1c038c934e22ceb25935f541cb09e2cd.
* test(webhooks): add tests for creating and updating webhooks with name attribute
* chore(webhooks): add name property to webhook definitions in Swagger documentation
* chore(webhooks): remove unnecessary input touch event for webhook name field
* chore(webhooks): apply review changes requested
* chore(webhooks): revert auto lint changes in commit 18ec4cafeb72fd385b70f65f1873d7cfb65216a6
- Removes the portal_members table and all associated records
- Updates policies to use custom roles with knowledge_base_manage
permission
- Updates controllers, models, and views to work without portal
membership
- Adds tests for the new permission model
1. Add permission filter service to separate permission filtering logic
from conversation queries
2. Implement hierarchical permissions with cleaner logic:
- conversation_manage gives access to all conversations
- conversation_unassigned_manage gives access to unassigned and user's
conversations
- conversation_participating_manage gives access only to user's
conversations
---------
Co-authored-by: Pranav <pranav@chatwoot.com>
- Add dynamic importing for routes.
- Added caching for `campaign`, `articles` and `inbox_members` API end
points.
---------
Co-authored-by: Pranav <pranavrajs@gmail.com>
In this PR https://github.com/chatwoot/chatwoot/pull/11139, if there is
an attempt to create a duplication session for the contact in the same
inbox, we will anonymize the old session.
This PR would prevent sending messages to the older sessions. The
support agents will have to create a new conversation to continue
messages with customer.
This PR adds native integration with Shopify. No more dashboard apps.
The support agents can view the orders, their status and the link to the
order page on the conversation sidebar.
This PR does the following:
- Create an integration with Shopify (a new app is added in the
integrations tab)
- Option to configure it in SuperAdmin
- OAuth endpoint and the callbacks.
- Frontend component to render the orders. (We might need to cache it in
the future)
---------
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>
There are attachments with over 1000 attachments (unusual) in
production, and some of them timeout. This PR would limit the number of
attachments to 100 (which is sufficient for viewing the files in the
gallery, pagination on the UI can be added later).
This PR is part of the larger #10849 implementation and introduces a new
Live Reports API to provide real-time conversation metrics.
The /live_reports/conversation_metrics endpoint returns account-level or
team-level conversation statistics, including open, pending, unattended,
and unassigned conversation counts.
The /live_reports/grouped_conversation_metrics endpoint accepts a group
parameter, either team_id or assignee_id, and returns open and
unattended conversation counts based on the specified grouping.
Fixes https://linear.app/chatwoot/issue/CW-3417/oauth-20-authentication
We are planning to publish the Chatwoot app in the Linear [integration
list](https://linear.app/docs/integration-directory). While we currently
use token-based authentication, Linear recommends OAuth2 authentication.
This PR implements OAuth2 support.
---------
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
At the moment, when updating the inbox members, or team members the
account cache used for IndexedDB is not invalidated. This can cause
inconsistencies in the UI. This PR fixes this by adding explicit
invalidation after performing the member changes
### Summary of changes
1. Added a new method `add_members` and `remove_members` to both `team`
and `inbox` models. The change was necessary for two reasons
- Since the individual `add_member` and `remove_member` is called in a
loop, it's wasteful to run the cache invalidation in the method.
- Moving the account cache invalidation call in the controller pollutes
the controller business logic
2. Updated tests across the board
### More improvements
We can make a concern called `Memberable` with usage like
`memberable_with :inbox_members`, that can encapsulate the functionality
---
Related: https://github.com/chatwoot/chatwoot/issues/10578
Migration Guide: https://chwt.app/v4/migration
This PR imports all the work related to Captain into the EE codebase. Captain represents the AI-based features in Chatwoot and includes the following key components:
- Assistant: An assistant has a persona, the product it would be trained on. At the moment, the data at which it is trained is from websites. Future integrations on Notion documents, PDF etc. This PR enables connecting an assistant to an inbox. The assistant would run the conversation every time before transferring it to an agent.
- Copilot for Agents: When an agent is supporting a customer, we will be able to offer additional help to lookup some data or fetch information from integrations etc via copilot.
- Conversation FAQ generator: When a conversation is resolved, the Captain integration would identify questions which were not in the knowledge base.
- CRM memory: Learns from the conversations and identifies important information about the contact.
---------
Co-authored-by: Vishnu Narayanan <vishnu@chatwoot.com>
Co-authored-by: Sojan <sojan@pepalo.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
