Commit Graph

69 Commits

Author SHA1 Message Date
Rodribm10
cfffea9c16 feat(captain): semantic memory fixes + roleta + reclamações + analytics
Consolida o trabalho desta branch de abril/2026 em um bloco pronto pra
testar em staging antes do merge pra main.

## Correções de memória semântica
- ExtractionService: Princípio Zero + Regra de Ouro (ação consumada vs intenção).
- Cenário Daniela_Reservas: Passo 0 de classificação (consulta/intenção/fora).

## Roleta da Sorte (end-to-end)
- Schema Supabase + 7 RPCs atômicas (server-side, idempotentes).
- Services: Offer, Redeem, WeeklyReport.
- Jobs: OfferRouletteJob (hook em ConfirmationService após Pix pago),
  NotifyRevealed + Scheduler de fallback.
- Tool manual GenerateRoletaLinkTool + endpoint público /roleta/notify.
- Dashboard /captain/roleta com Resgate + Relatório + anomaly detection.

## Cenário Reclamacoes_Ouvidoria
- Triagem P1-P4, framework LAST, Three-level listening, Self-check.
- Sem compensação material, detecção de cliente frustrado eleva prioridade.

## Analytics
- Funil de conversão /captain/funnel: 5 etapas via regex, zero LLM.
- Detector de churn via ChurnOutreach* (cron dias úteis 10h-17h BRT).

## Trabalho pré-existente incluído
- Captain Executive Reports (ceo_digest, mattermost_delivery).
- get_reserva_preco_tool, Lifecycle ajustes, Reservations UI polimentos.

## Outros
- .gitignore: patterns pra credenciais.
- Migrations de scenarios idempotentes.
- i18n completa pt_BR+en pra roleta/funnel.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-21 15:36:25 -03:00
Rodribm10
996704350b feat: Captain::Reservation callback cria nota interna automaticamente
Cobre ambos os caminhos (generate_pix_tool e PublicReservationsController):
toda reserva criada recebe um after_create_commit que posta uma mensagem
privada na conversa com os detalhes (suite, check-in, valores, ID).

Remove a criacao duplicada do PublicReservationsController.
2026-04-14 19:53:21 -03:00
Rodribm10
7c9411a0b0 feat: persiste metadados do cliente em custom_attributes + tool blindada
- Controller grava cpf/ultima_suite/ultima_permanencia/ultima_reserva_em/total_reservas
  em contact.custom_attributes (aparece no painel lateral do Chatwoot)
- GenerateReservationLinkTool exige marca/unidade/categoria/permanencia/checkin_at;
  retorna erro se Jasmine chamar sem esses dados
2026-04-14 13:26:02 -03:00
Rodribm10
6e1b80002e feat: adiciona label aguardando_pagamento ao criar reserva (fecha fase 2+3) 2026-04-14 10:24:37 -03:00
Rodribm10
9dabaaa505 fix: usa phone digits como source_id (whatsapp inbox exige E.164 sem +)
Smoke test revelou que o inbox do tipo whatsapp valida source_id com
regex ^\d{1,15}\z. Trocar UUID por telefone em digitos (phone_digits)
e normalizar phone_number pra +phone_digits antes de criar o contato.
2026-04-14 10:01:50 -03:00
Rodribm10
5ff3a70474 feat: implementa POST create (contact + conversa + reserva + pix) e GET status 2026-04-13 23:50:26 -03:00
Rodribm10
e9a5e734ff feat: rota + controller esqueleto PublicReservations com token auth 2026-04-13 23:49:11 -03:00
Rodrigo Borba
0e7dc282c4 chore(style): fix rubocop offenses and update typing indicators 2026-02-25 15:06:58 -03:00
gabrieljablonski
8d4a6b856a Merge branch main into chore/merge-upstream-4.7.0 2025-10-16 12:08:20 -03:00
Niranjan Patil
b28c08059f
fix: Incorrect contact access in conversations listing (#11797)
# Pull Request Template

## Description

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

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

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

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

## Type of change

Please delete options that are not relevant.

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

## Checklist:

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

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-09-22 17:05:11 +05:30
gabrieljablonski
18c672c204 Merge branch 'main' into chore/merge-upstream-4.6.0 2025-09-19 19:37:28 -03:00
Sivin Varghese
a4d2cb18f9
feat: Add INSTALLATION_NAME to global config (#12376)
# Pull Request Template

## Description

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

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

## Type of change

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

## How Has This Been Tested?

### Screenshots

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

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

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



## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
2025-09-09 12:13:35 +05:30
gabrieljablonski
4f0b5cd595 Merge branch 'main' into chatwoot/develop 2025-07-16 09:37:08 -03:00
Pranav
3e993ead0f
feat: OG Image in Chatwoot Help Center (#11826)
_Note: This is only available for Cloud version of Chatwoot._



![image](https://github.com/user-attachments/assets/b7d61035-8682-4dbd-9460-4f8546ca6a98)
2025-07-03 12:41:12 -07:00
Sivin Varghese
cc8866a84e
feat: Sync Popular Articles locale with widget locale (#11754)
# Pull Request Template

## Description

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

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


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

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

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

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

## Type of change

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

## How Has This Been Tested?

### Loom video

**Popular Articles**

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

**RTL improvements**

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

## Checklist:

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

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-06-24 19:52:44 +05:30
gabrieljablonski
0317803b7c Merge branch 'main' into chore/merge-upstream 2025-05-30 11:03:07 -03:00
Shivam Mishra
b3a76289cc
feat: use tracking pixel for article view count (#11559) 2025-05-29 17:01:38 +05:30
Gabriel Jablonski
62ef2113d5
feat: toggle typing status on channel provider (#39)
* feat: toggle typing status on channel provider

* refactor: general refactorings

* fix: check if channel implements method

* test: channel listener specs

* test: channel spec

* test: baileys service spec
2025-05-03 00:39:39 -03:00
Gabriel Jablonski
659c3e7c2f chore: apply Rails/SaveBang cop (#15)
* chore: apply Rails/SaveBang cop

* fix: correct locale validation in category model spec

* fix: update save methods to avoid Rails/SaveBang cop violations
2025-04-03 23:29:24 -03:00
Pranav
bf5e4a92dd
chore: Limit the number of articles retrieved by widget (#11095)
The UI displays only six articles, and this update introduces a per_page
parameter to control the number of articles returned per API call. The
value is capped between 1 and 100, with a default fallback if a lower
number is set.

This change is necessary due to high website traffic, where excessive
payloads are returned without adding value.

**Changes:** 
- Add index to status, account_id, portal_id, views.
- Add per_page param in the API.
- Update the code in the frontend to fetch only 6
2025-03-15 14:10:12 -07:00
Pranav
a513f152ed
fix: Extend the locale without variant check for article locales as well (#11021)
We allow users to select locale variants when creating the help center
(e.g., pt_BR or en_UK). However, the selected variant may not always be
available for translation in the app. In such cases, we need to fall
back to either the base language or the default locale.

While this fallback logic was implemented for the portal locale, it was
missing for article locales.

This PR fixes that issue.
2025-03-06 18:24:46 -08:00
Pranav
d070743383
feat(ee): Add Captain features (#10665)
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>
2025-01-14 16:15:47 -08:00
Sivin Varghese
a3855a8d1d
feat(v4): Update the help center portal design (#10296)
Co-authored-by: Pranav <pranavrajs@gmail.com>
2024-10-23 22:09:36 -07:00
Pranav
b9ff164041
fix: Remove draft articles from the help center search (#10116)
Limit the API to return only the published articles in public help
center API.

Fixes https://github.com/chatwoot/chatwoot/issues/10026
2024-09-16 15:47:44 +05:30
Shivam Mishra
78f94511ff
feat: add sitemap for help center (#9280)
* feat: start sitemap

* feat: add base url and last mod to sitemap

* fix: typo

* test: sitemap generation

* test: add draft articles

* fix: escape dots in regex matching

* feat: perpend protocol to the url

* feat: use ChatwootApp.help_center_root

* feat: don't parse the URL

* fix: function declaration
2024-04-26 21:36:39 +05:30
Sojan Jose
42a457ff5d
feat: Use embeddings in help center search (#9227) 2024-04-15 16:35:23 -07:00
Shivam Mishra
bd97226c95
fix: Locale not correct in root url when accessing help center with custom domain (#9110)
- Ensuring that SwitchLocale concern handles the case of custom domain for portals and set locale according to that

Co-authored-by: Sojan Jose <sojan@pepalo.com>
2024-03-19 18:48:59 +05:30
CristianDuta
ebae547a60
feat: Add ability to resolve API channel conversations (#8348)
- Create a new endpoint to fetch a single conversation in client apis
- Create a new endpoint to resolve a single conversation in client apis
- Update swagger API definition to include missing endpoints

Fixes: #6329

Co-authored-by: Cristian Duta <Cristian.Duta@ti8m.ch>
2024-02-21 17:41:20 +05:30
Nithin David Thomas
c29a9ad062
feat: Updates branding logo and name in public portal footer (#8745)
- Use white-label settings for Chatwoot Help Center

Co-authored-by: Sojan <sojan@pepalo.com>
2024-01-19 13:37:24 +04:00
Sivin Varghese
2d1f70eb79
feat: Update public portal colors with new design (#8230) 2023-11-23 08:16:52 +05:30
Sivin Varghese
78398ee800
feat: Updated public portal header design (#8089)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2023-11-08 17:56:59 -08:00
Muhsin Keloth
af7631d9f1
chore: Update MarkMessagesAsReadJob to accept delivered status (#8319) 2023-11-08 13:44:57 -08:00
Nithin David Thomas
3b84b0fc47
feat: Creates 404 page for public portal [CW-2727] (#8293)
Co-authored-by: Sojan Jose <sojan@pepalo.com>
2023-11-04 04:59:44 +05:30
Muhsin Keloth
24fbab94c3
chore: Refactor MarkMessagesAsReadJob based on conversation id and time stamp (#8217)
- Mark all messages as read by providing the conversation ID and timestamp.
- For Instagram, ensure all previous messages that weren't marked as failed are now marked as read. This is because the read events are only triggered for the most recent message and not for any previous ones.
2023-10-27 15:21:39 -07:00
Muhsin Keloth
04c874fe35
feat: Add delivery reports for API channel (#8116) 2023-10-18 10:11:13 +05:30
Nithin David Thomas
b71a580573
feat: Adds dark theme support for public portal [CW-2525] (#7979)
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2023-10-04 11:56:00 +05:30
Sojan Jose
336af1ac9a
chore: Create client API conversations with custom attributes (#8040)
- Update client API create conversations endpoint to accept custom attributes as well.
2023-10-03 22:18:35 -07:00
Pranav Raj S
c16b801562
chore: Update the filter for articles in the widget (#7961) 2023-09-21 19:40:46 +05:30
Nithin David Thomas
a8009c7b39
fix: Allow Iframes requests on portal controller (#7858) 2023-09-06 14:25:03 +05:30
Sojan Jose
846f520ad2
feat: toggle typing and update last seen endpoints for client apis (#7621)
- Add toggle_typing endpoint for client APIs
- Adds update last seen endpoint for client APIs 

Fixes: #7581
2023-07-26 20:40:48 +03:00
Pranav Raj S
a6a0e78bbe
feat: Sort articles based on views (#7599) 2023-07-24 20:27:43 -07:00
Pranav Raj S
fa7bbdb0b3
feat: Add support for plain design help center layout (#7598) 2023-07-25 05:13:52 +05:30
Nithin David Thomas
d2aa19579e
feat: Adds support for superscript in help center articles (#7279)
- Adds support for superscript when rendering article markdown
- Chatwoot Markdown Render to render markdown everywhere

Co-authored-by: Sojan <sojan@pepalo.com>
2023-06-14 15:39:00 +05:30
Pranav Raj S
b1a4907ede
fix: around_action not yielding is params are present (#7259) 2023-06-06 14:55:08 -07:00
Sojan Jose
7ab7bac6bf
chore: Enable the new Rubocop rules (#7122)
fixes: https://linear.app/chatwoot/issue/CW-1574/renable-the-disabled-rubocop-rules
2023-05-19 14:37:10 +05:30
Tejaswini Chile
847d7ea082
feat: Add support to uncategorized articles (#6912) 2023-05-02 15:35:26 +05:30
Tejaswini Chile
8f4d4798c2
feat: Backend changes for article and categories ordering (#6655) 2023-03-13 17:39:07 +05:30
CristianDuta
c20410f3f4
feat: Ability to update CSAT over Client APIs (#6470)
This PR allows updating CSAT over Client APIs.

ref: #6328

Co-authored-by: Cristian Duta <Cristian.Duta@ti8m.ch>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
2023-03-08 18:42:49 +05:30
Pranav Raj S
69a1c4527f
fix: Fix i18n issues with help center (#6559) 2023-02-27 17:45:57 -08:00
Pranav Raj S
b141fc1289
fix: Fetch categories by locale (#6557) 2023-02-27 09:12:14 -08:00