Commit Graph

151 Commits

Author SHA1 Message Date
Rodribm10
2bf68e5be8 feat(captain-memory): add feature flag helpers on Account 2026-04-18 22:10:10 -03:00
Rodribm10
1c21b8d815 fix: guard landing host sync when inbox has no portal
Inboxes without portal_id were crashing with NoMethodError on save,
blocking landing host creation via UI for any inbox without a portal.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-17 22:49:35 -03:00
Rodrigo Borba
cdc5149866 Automate landing promotion sync to captain docs/faqs with cascade cleanup 2026-03-04 19:30:05 -03:00
Rodrigo Borba
46806fa635 fix(landing-page): resolve rubocop offenses for ai syncable 2026-03-03 22:25:19 -03:00
Rodrigo Borba
7e23e59782 feat: Implementa a sincronização automática de promoções do LandingHost para artigos de FAQ, permitindo a criação, atualização e arquivamento de conteúdo baseado em configurações de promoções. 2026-03-03 22:24:30 -03:00
Rodrigo Borba
05d87281cd feat: sync with enterprise unlock recipe - force premium, enable all features, and force extensions 2026-02-25 19:37:52 -03:00
Rodrigo Borba
0e7dc282c4 chore(style): fix rubocop offenses and update typing indicators 2026-02-25 15:06:58 -03:00
gabrieljablonski
9a4c5058f3 Merge branch 'main' into chore/merge-upstream-4.11.0 2026-02-17 23:05:26 -03:00
Tanmay Deep Sharma
f4538ae2c5
fix: Enforce team boundaries to prevent cross-team assignments (#13353)
## Description

Fixes a critical bug where conversations assigned to a team could be
auto-assigned to agents outside that team when all team members were at
capacity.

## Type of change

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

## 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]
> **Medium Risk**
> Changes core assignment selection for both legacy and v2 flows;
misconfiguration of `allow_auto_assign` or team membership could cause
conversations to remain unassigned.
> 
> **Overview**
> Prevents auto-assignment from crossing team boundaries by filtering
eligible agents to the conversation’s `team` members (and requiring
`team.allow_auto_assign`) in both the legacy `AutoAssignmentHandler`
path and the v2 `AutoAssignment::AssignmentService` (including the
Enterprise override).
> 
> Adds test coverage to ensure team-scoped conversations only assign to
team members, and are skipped when team auto-assign is disabled or no
team members are available; also updates the conversations controller
spec setup to include team membership.
> 
> <sup>Written by [Cursor
Bugbot](https://cursor.com/dashboard?tab=bugbot) for commit
67ed2bda0cd8ffd56c7e0253b86369dead2e6155. This will update automatically
on new commits. Configure
[here](https://cursor.com/dashboard?tab=bugbot).</sup>
<!-- /CURSOR_SUMMARY -->
2026-02-16 14:39:20 +05:30
Vishnu Narayanan
00ed074d72
fix: disable email transcript for free plans (#13509)
- Block email transcript functionality for accounts without a paid plan
to prevent SES abuse.
2026-02-11 21:21:36 +05:30
Vishnu Narayanan
c884cdefde
feat: add per-account daily rate limit for outbound emails (#13411)
Introduce a daily cap on non-channel outbound emails to prevent abuse.

Fixes https://linear.app/chatwoot/issue/CW-6418/ses-incident-jan-28

## Type of change

- [x] New feature (non-breaking change which adds functionality)
- [x] Breaking change (fix or feature that would cause existing
functionality not to work as expected)

## Summary
- Adds a Redis-based daily counter to rate limit outbound emails per
account, preventing email abuse
- Covers continuity emails (WebWidget/API), conversation transcripts,
and agent notifications
  - Email channel replies are excluded (paid feature, not abusable)
- Adds account suspension check in `ConversationReplyMailer` to block
already-queued emails for suspended accounts

  ## Limit Resolution Hierarchy
1. Per-account override (`account.limits['emails']`) — SuperAdmin
configurable
2. Enterprise plan-based (`ACCOUNT_EMAILS_PLAN_LIMITS`
InstallationConfig)
3. Global default (`ACCOUNT_EMAILS_LIMIT` InstallationConfig, default:
100)
  4. Fallback (`ChatwootApp.max_limit` — effectively unlimited)

  ## Enforcement Points
  | Path | Where | Behavior |
  |------|-------|----------|
| WebWidget/API continuity |
`SendEmailNotificationService#should_send_email_notification?` |
Silently skipped |
| Widget transcript | `Widget::ConversationsController#transcript` |
Returns 429 |
| API transcript | `ConversationsController#transcript` | Returns 429 |
| Agent notifications | `Notification::EmailNotificationService#perform`
| Silently skipped |
  | Email channel replies | Not rate limited | Paid feature |
| Suspended accounts | `ConversationReplyMailer` | Blocked at mailer
level |
2026-02-03 02:06:51 +05:30
Cayo P. R. Oliveira
f9d1146cb0
feat: mensagens agendadas (#198)
* feat:  Adds model for scheduling messages

* feat: Implement scheduled message handling and processing jobs

* feat: Add ScheduledMessagesController and associated specs for managing scheduled messages

* refactor: Simplify scheduled message job specs and improve metadata handling

* feat: Add ScheduledMessagePolicy for managing access to scheduled messages

* feat: Add routes for managing scheduled messages

* feat: Add scheduled message event handling and broadcasting

* feat: Add JSON views for scheduled messages creation, destruction, updating, and indexing

* feat: Update scheduled message status and dispatch update event after message creation

* feat: Ensure scheduled message updates trigger dispatch event

* feat: Add mutation types for managing scheduled messages

* feat: Add additionalAttributes prop to Message component and provider

* feat: Implement scheduled message handling in ActionCable and Vuex store

* feat: Add unit tests for scheduled messages actions and mutations

* feat: implement scheduled messages functionality

- Added support for scheduling messages in the conversation dashboard.
- Introduced new components: ScheduledMessageModal and ScheduledMessages for managing scheduled messages.
- Enhanced ReplyBottomPanel to include scheduling options.
- Updated Base.vue to handle scheduled message styling.
- Integrated Vuex store module for managing scheduled messages state.
- Added necessary translations for scheduled messages in English and Portuguese.

* feat: add pagination to scheduled messages index and update tests accordingly

* chore: update scheduled messages specs for future time validation and response status

* chore: enhance scheduled messages API with pagination and add skeleton loader component

* feat: add create_scheduled_message action to automation rule attributes

* feat: implement create_scheduled_message action and enhance attachment handling

* feat: add scheduled message functionality with UI components and localization

* test: enhance scheduledMessages mutations tests with meta handling and structure

* chore: update label to display file name upon successful upload in AutomationFileInput component

* feat: add initialAttachment prop to ScheduledMessageModal and update ReplyBox to pass attachment

* chore: prepend_mod_with to ScheduledMessagesController for better module handling

* fix: attachment visibility in ScheduledMessageItem component

* chore: enhance ScheduledMessage model with validations and reduce controller load

* refactor: simplify ScheduledMessagesAPI methods by removing unnecessary instance variable

* chore: update event emission for scheduled message creation in ReplyBox and ScheduledMessageModal

* refactor: update status configuration to use label keys

* chore: update date formatting in ScheduledMessageItem component

* refactor: collapse logic to checkOverflow and update related functionality

* chore: add author indication for current user in scheduled messages

* chore: enhance scheduled message metadata with author information and localization

* fix: send message shortcut

* chore: handle errors in scheduled message submission

* chore: update scheduled message modal to use combined date and time input

* chore: refactor scheduled messages handling to remove pagination and update related tests

* fix: ensure scheduled messages update status and dispatch on failure

* fix: update scheduled message due date logic and simplify sending checks

* refactor: rename build_message method for send_message

* fix: update scheduled message creation time and improve test reliability

* chore: ignore unnecessary check

* chore: add scheduled message metadata handling  in message builder, add scheduled message factorie and update specs

* refactor: use scheduled message factorie creation in specs

* chore: streamline error handling in scheduled message job and remove dispatch logic

* fix: change scheduled_messages association to destroy dependent records

* refactor: remove unused attributes from scheduled message payload builder

* chore: update scheduled message retrieval to use conversation association

* chore: correct cron format for scheduled messages job

* chore: remove migration for author_type in scheduled_messages

* feat: enhance scheduled messages management with delete confirmation and error handling

* chore: set cron poll interval to 10 seconds for improved scheduling precision

* feat: include additional_attributes in message JSON response

* feat: enhance scheduled message validation and localization support

* chore: update scheduled message display

* Merge branch 'main' into Cayo-Oliveira/CU-86aenh268/Mensagens-agendadas

* feat: add scheduled message indicators and validation for message length

* fix: remove unnecessary condition from line-clamp class binding

* feat: update scheduled messages localization and enhance content validation

* feat: update scheduled messages order, enhance scheduledAt computation, and add message association

* fix: reorder condition for Facebook channel message length computation

* fix:  change detection for attachments in scheduled messages

* fix: remove unnecessary colon from close-on-backdrop-click prop in ScheduledMessageModal

* chore: add error handling for scheduled message deletion and update localization for delete failure

* fix: enforce minimum delay of 1 minute for scheduled messages and update validation

* fix: remove unused private property and improve locale formatting for scheduled messages

* fix: adjust positioning of DropdownBody in ReplyBottomPanel and clean up schema foreign keys

* docs: add scheduled messages management APIs and payload definitions

---------

Co-authored-by: gabrieljablonski <contact@gabrieljablonski.com>
2026-01-30 22:08:16 -03:00
gabrieljablonski
6ab1898992 Merge branch 'main' into chore/merge-upstream-4.10 2026-01-16 14:01:53 -03:00
Tanmay Deep Sharma
d451615811
fix: prevent NoMethodError in mute helpers when contact is nil (#13277)
## Linear Ticket

https://linear.app/chatwoot/issue/CW-4569/nomethoderror-undefined-method-blocked-for-nil-nomethoderror

## Description
Fixes NoMethodError in ConversationMuteHelpers that occurs during
contact deletion race condition.
When a contact is deleted, there's a brief window (~50-150ms) where
contact_id becomes nil but conversations still exist. If ResolutionJob
runs during this window, the muted? method crashes trying to call
blocked? on nil.Fixes # (issue)

## Type of change

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

## How Has This Been Tested?

- Created orphaned conversations (contact_id = nil)
- Called muted?, mute!, unmute! - all return gracefully
- Verified async deletion still works correctly

## 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: Sojan Jose <sojan@pepalo.com>
2026-01-15 22:00:09 -08:00
Shivam Mishra
34b42a1ce1
feat: add global config for captain settings (#13141)
Co-authored-by: aakashb95 <aakashbakhle@gmail.com>
Co-authored-by: Aakash Bakhle <48802744+aakashb95@users.noreply.github.com>
2026-01-12 19:54:19 +05:30
gabrieljablonski
549214e96d Merge branch main into chore/merge-upstream 2025-12-20 12:44:31 -03:00
Mazen Khalil
ca5e112a8c
feat: TikTok channel (#12741)
fixes: #11834

This pull request introduces TikTok channel integration, enabling users
to connect and manage TikTok business accounts similarly to other
supported social channels. The changes span backend API endpoints,
authentication helpers, webhook handling, configuration, and frontend
components to support TikTok as a first-class channel.


**Key Notes**
* This integration is only compatible with TikTok Business Accounts
* Special permissions are required to access the TikTok [Business
Messaging
API](https://business-api.tiktok.com/portal/docs?id=1832183871604753).
* The Business Messaging API is region-restricted and is currently
unavailable to users in the EU.
* Only TEXT, IMAGE, and POST_SHARE messages are currently supported due
to limitations in the TikTok Business Messaging API
* A message will be successfully sent only if it contains text alone or
one image attachment. Messages with multiple attachments or those
combining text and attachments will fail and receive a descriptive error
status.
* Messages sent directly from the TikTok App will be synced into the
system
* Initiating a new conversation from the system is not permitted due to
limitations from the TikTok Business Messaging API.


**Backend: TikTok Channel Integration**

* Added `Api::V1::Accounts::Tiktok::AuthorizationsController` to handle
TikTok OAuth authorization initiation, returning the TikTok
authorization URL.
* Implemented `Tiktok::CallbacksController` to handle TikTok OAuth
callback, process authorization results, create or update channel/inbox,
and handle errors or denied scopes.
* Added `Webhooks::TiktokController` to receive and verify TikTok
webhook events, including signature verification and event dispatching.
* Created `Tiktok::IntegrationHelper` module for JWT-based token
generation and verification for secure TikTok OAuth state management.

**Configuration and Feature Flags**

* Added TikTok app credentials (`TIKTOK_APP_ID`, `TIKTOK_APP_SECRET`) to
allowed configs and app config, and registered TikTok as a feature in
the super admin features YAML.
[[1]](diffhunk://#diff-5e46e1d248631a1147521477d84a54f8ba6846ea21c61eca5f70042d960467f4R43)
[[2]](diffhunk://#diff-8bf37a019cab1dedea458c437bd93e34af1d6e22b1672b1d43ef6eaa4dcb7732R69)
[[3]](diffhunk://#diff-123164bea29f3c096b0d018702b090d5ae670760c729141bd4169a36f5f5c1caR74-R79)

**Frontend: TikTok Channel UI and Messaging Support**

* Added `TiktokChannel` API client for frontend TikTok authorization
requests.
* Updated channel icon mappings and tests to include TikTok
(`Channel::Tiktok`).
[[1]](diffhunk://#diff-b852739ed45def61218d581d0de1ba73f213f55570aa5eec52aaa08f380d0e16R16)
[[2]](diffhunk://#diff-3cd3ae32e94ef85f1f2c4435abf0775cc0614fb37ee25d97945cd51573ef199eR64-R69)
* Enabled TikTok as a supported channel in contact forms, channel
widgets, and feature toggles.
[[1]](diffhunk://#diff-ec59c85e1403aaed1a7de35971fe16b7033d5cd763be590903ebf8f1ca25a010R47)
[[2]](diffhunk://#diff-ec59c85e1403aaed1a7de35971fe16b7033d5cd763be590903ebf8f1ca25a010R69)
[[3]](diffhunk://#diff-725b90ca7e3a6837ec8291e9f57094f6a46b3ee00e598d16564f77f32cf354b0R26-R29)
[[4]](diffhunk://#diff-725b90ca7e3a6837ec8291e9f57094f6a46b3ee00e598d16564f77f32cf354b0R51-R54)
[[5]](diffhunk://#diff-725b90ca7e3a6837ec8291e9f57094f6a46b3ee00e598d16564f77f32cf354b0R68)
* Updated message meta logic to support TikTok-specific message statuses
(sent, delivered, read).
[[1]](diffhunk://#diff-e41239cf8dda36c1bd1066dbb17588ae8868e56289072c74b3a6d7ef5abdd696R23)
[[2]](diffhunk://#diff-e41239cf8dda36c1bd1066dbb17588ae8868e56289072c74b3a6d7ef5abdd696L63-R65)
[[3]](diffhunk://#diff-e41239cf8dda36c1bd1066dbb17588ae8868e56289072c74b3a6d7ef5abdd696L81-R84)
[[4]](diffhunk://#diff-e41239cf8dda36c1bd1066dbb17588ae8868e56289072c74b3a6d7ef5abdd696L103-R107)
* Added support for embedded message attachments (e.g., TikTok embeds)
with a new `EmbedBubble` component and updated message rendering logic.
[[1]](diffhunk://#diff-c3d701caf27d9c31e200c6143c11a11b9d8826f78aa2ce5aa107470e6fdb9d7fR31)
[[2]](diffhunk://#diff-047859f9368a46d6d20177df7d6d623768488ecc38a5b1e284f958fad49add68R1-R19)
[[3]](diffhunk://#diff-c3d701caf27d9c31e200c6143c11a11b9d8826f78aa2ce5aa107470e6fdb9d7fR316)
[[4]](diffhunk://#diff-cbc85e7c4c8d56f2a847d0b01cd48ef36e5f87b43023bff0520fdfc707283085R52)
* Adjusted reply policy and UI messaging for TikTok's 48-hour reply
window.
[[1]](diffhunk://#diff-0d691f6a983bd89502f91253ecf22e871314545d1e3d3b106fbfc76bf6d8e1c7R208-R210)
[[2]](diffhunk://#diff-0d691f6a983bd89502f91253ecf22e871314545d1e3d3b106fbfc76bf6d8e1c7R224-R226)

These changes collectively enable end-to-end TikTok channel support,
from configuration and OAuth flow to webhook processing and frontend
message handling.


------------

# TikTok App Setup & Configuration
1. Grant access to the Business Messaging API
([Documentation](https://business-api.tiktok.com/portal/docs?id=1832184145137922))
2. Set the app authorization redirect URL to
`https://FRONTEND_URL/tiktok/callback`
3. Update the installation config with TikTok App ID and Secret
4. Create a Business Messaging Webhook configuration and set the
callback url to `https://FRONTEND_URL/webhooks/tiktok`
([Documentation](https://business-api.tiktok.com/portal/docs?id=1832190670631937))
. You can do this by calling
`Tiktok::AuthClient.update_webhook_callback` from rails console once you
finish Tiktok channel configuration in super admin ( will be automated
in future )
5. Enable TikTok channel feature in an account

---------

Co-authored-by: Sojan Jose <sojan@pepalo.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
2025-12-17 07:54:50 -08:00
Gabriel Jablonski
b03dfdb751
Chore/merge upstream 4.8.0 (#150)
* chore: Hide "Learn More" button in feature spotlight for self-hosted (#12675)

* feat: single query for reporting event stats (#12664)

This PR collapses multiple queries fetching stats from a single table to
a single query

```sql
SELECT 
  user_id as user_id,
  COUNT(CASE WHEN name = 'conversation_resolved' THEN 1 END) as resolved_count,
  AVG(CASE WHEN name = 'conversation_resolved' THEN value END) as avg_resolution_time,
  AVG(CASE WHEN name = 'first_response' THEN value END) as avg_first_response_time,
  AVG(CASE WHEN name = 'reply_time' THEN value END) as avg_reply_time 
FROM "reporting_events"
WHERE 
  "reporting_events"."account_id" = <account_id> AND 
  "reporting_events"."created_at" >= '2025-09-14 18:30:00' AND 
  "reporting_events"."created_at" < '2025-10-14 18:29:59'
GROUP BY "reporting_events"."user_id";
```

### Why this works?

Here's why this optimization is faster based on PostgreSQL internals:

- Single Table Scan vs Multiple Scans: Earlier we did 4 sequential scans
(or 4 index scans) of the same data, with the same where clause, now in
a single scan all 4 `CASE` expressions are evaluated in a single pass.
- Shared Buffer Cache Efficiency: PostgreSQL's shared buffer cache
stores recently accessed pages, with this, pages are loaded once and
re-used for all aggregation, earlier with separate queries we were
forced to re-read all from the disk each time
- Reduced planning and network overhead (4 vs 1 query)


### How is it tested

1. The specs all pass without making any changes
2. Verified the reports side by side after generating from report seeder

#### How to test

Generate seed data using the following command

```bash
ACCOUNT_ID=1 ENABLE_ACCOUNT_SEEDING=true bundle exec rake db:seed:reports_data
```

Once done download the reports, checkout to this branch and download the
reports again and compare them

* chore: Update translations (#12625)

* chore: Migrate mailers from the worker to jobs (#12331)

Previously, email replies were handled inside workers. There was no
execution logs. This meant if emails silently failed (as reported by a
customer), we had no way to trace where the issue happened, the only
assumption was “no error = mail sent.”

By moving email handling into jobs, we now have proper execution logs
for each attempt. This makes it easier to debug delivery issues and
would have better visibility when investigating customer reports.

Fixes
https://linear.app/chatwoot/issue/CW-5538/emails-are-not-sentdelivered-to-the-contact

---------

Co-authored-by: Sojan Jose <sojan@pepalo.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>

* chore(deps-dev): bump vite from 5.4.20 to 5.4.21 (#12700)

Bumps [vite](https://github.com/vitejs/vite/tree/HEAD/packages/vite)
from 5.4.20 to 5.4.21.
<details>
<summary>Release notes</summary>
<p><em>Sourced from <a
href="https://github.com/vitejs/vite/releases">vite's
releases</a>.</em></p>
<blockquote>
<h2>v5.4.21</h2>
<p>Please refer to <a
href="https://github.com/vitejs/vite/blob/v5.4.21/packages/vite/CHANGELOG.md">CHANGELOG.md</a>
for details.</p>
</blockquote>
</details>
<details>
<summary>Changelog</summary>
<p><em>Sourced from <a
href="https://github.com/vitejs/vite/blob/v5.4.21/packages/vite/CHANGELOG.md">vite's
changelog</a>.</em></p>
<blockquote>
<h2><!-- raw HTML omitted -->5.4.21 (2025-10-20)<!-- raw HTML omitted
--></h2>
<ul>
<li>fix(dev): trim trailing slash before <code>server.fs.deny</code>
check (<a
href="https://github.com/vitejs/vite/tree/HEAD/packages/vite/issues/20968">#20968</a>)
(<a
href="https://github.com/vitejs/vite/tree/HEAD/packages/vite/issues/20970">#20970</a>)
(<a
href="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>
<br />


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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>
2025-11-19 16:25:58 -03:00
Tanmay Deep Sharma
c9823d9409
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>
2025-11-17 10:08:25 +05:30
gabrieljablonski
8d4a6b856a Merge branch main into chore/merge-upstream-4.7.0 2025-10-16 12:08:20 -03:00
Sivin Varghese
606adffeeb
fix: I18n::MissingInterpolationArgument for assignee activity messages (#12617)
# Pull Request Template

## Description

This PR fixes the following error:
`I18n::MissingInterpolationArgument: missing interpolation argument
:assignee_name in "Asignado a %{assignee_name} por %{user_name}"
({user_name: "Marketing Telpronet"} given)
(I18n::MissingInterpolationArgument)`

**Issue**

In the Spanish locale, an `I18n::MissingInterpolationArgument` error
occurred during bulk assignee operations.
This happened because `assignee&.name` was returning `nil`, and the
`.compact` method removed the `assignee_name` key entirely from the
params.

<img width="1744" height="164" alt="image"
src="https://github.com/user-attachments/assets/3c15ed77-48c0-4938-a7fd-356bdb07da39"
/>


**Solution**

* Always include the `assignee_name` key with an empty string (`''`)
when its value is `nil`.
* Removed the `.compact` method call to ensure the interpolation key is
always present.


Fixes
https://linear.app/chatwoot/issue/CW-5747/i18nmissinginterpolationargument-missing-interpolation-argument

## 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

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-10-08 18:39:51 +05:30
gabrieljablonski
18c672c204 Merge branch 'main' into chore/merge-upstream-4.6.0 2025-09-19 19:37:28 -03:00
Vishnu Narayanan
9527ff6269
feat: Add support for labels in automations (#11658)
- Add support for using labels as an action event for automation
 - Fix duplicated conversation_updated event dispatch for labels
 

Fixes https://github.com/chatwoot/chatwoot/issues/8539 and multiple
issues around duplication related to label change events.
---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-09-18 14:17:54 +05:30
Muhsin Keloth
7554156abe
chore: Account switching issue in newly added accounts (#12403)
The system determines a user’s active account by checking the
`active_at` field in the `account_users` table and selecting the most
recently active account:

```ruby
def active_account_user
  account_users.order(active_at: :desc)&.first
end
```

This works fine when all accounts have a valid active_at timestamp.

**Problem**

When a user is added to a new account, the `active_at` value is NULL
(because the account has never been explicitly activated). Ordering by
active_at DESC produces inconsistent results across databases, since
handling of NULL values differs (sometimes treated as high, sometimes
low).

As a result:

- Mobile apps (critical impact): `/profile` returns the wrong account.
The UI keeps showing the old account even after switching, and
restarting does not fix it.
- Web app (accidentally works): Appears correct because the active
account is inferred from the browser URL, but the backend API is still
wrong.

**Root Cause**

- The ordering logic did not account for NULL `active_at`.
- New accounts without active_at sometimes get incorrectly prioritized
as the “active” account.

**Solution**

Explicitly ensure that accounts with NULL active_at are sorted after
accounts with real timestamps by using NULLS LAST:

```ruby
def active_account_user
  account_users.order(Arel.sql('active_at DESC NULLS LAST, id DESC'))&.first
end
```

- Accounts with actual `active_at` values will always be prioritized.
- New accounts (with NULL active_at) will be placed at the bottom until
the user explicitly activates them.
- Adding id DESC as a secondary ordering ensures consistent tie-breaking
when multiple accounts have the same `active_at`.
2025-09-10 14:12:22 +05:30
Muhsin Keloth
35d0a7f1a7
feat: Add liquid template support for WhatsApp template parameters (#12227)
Extends liquid template processing to WhatsApp `template_params`,
allowing dynamic variable substitution in template parameter values.

Users can now use liquid variables in WhatsApp template parameters:

```
{
  "template_params": {
    "name": "greet",
    "category": "MARKETING",
    "language": "en",
    "processed_params": {
      "body": {
        "customer_name": "{{contact.name}}",
        "customer_email": "{{contact.email | default: 'no-email@example.com'}}"
      }
    }
  }
}

```

When the message is saved, {{contact.name}} gets replaced with the
actual contact name.

Supported Variables

- {{contact.name}}, {{contact.email}}, {{contact.phone_number}}
- {{agent.name}}, {{agent.first_name}}
- {{account.name}}, {{inbox.name}}
- {{conversation.display_id}}
- Custom attributes: {{contact.custom_attribute.key_name}}
- Liquid filters: {{ contact.email | default: "fallback@example.com" }}
2025-08-21 16:44:51 +05:30
gabrieljablonski
0317803b7c Merge branch 'main' into chore/merge-upstream 2025-05-30 11:03:07 -03:00
Pranav
70c29f699c
fix(revert): "fix: Send CSAT survey only when agent can reply in conversati… (#11634)
…on (#11584)"

This reverts commit b5ebc47637.

# 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
2025-05-29 16:52:33 -06:00
Muhsin Keloth
b5ebc47637
fix: Send CSAT survey only when agent can reply in conversation (#11584)
Fixes https://github.com/chatwoot/chatwoot/issues/11569

 ## Problem
On platforms like WhatsApp and Facebook Messenger, customers cannot
reply to messages after 24 hours (or other channel-specific messaging
windows). Despite this limitation, the system continued sending CSAT
surveys to customers outside their messaging window, making it
impossible for them to respond.

  ## Solution
Added a check for `conversation.can_reply?` in the
`should_send_csat_survey?` method. This leverages the existing
`MessageWindowService` which already handles all channel-specific
messaging window logic.
2025-05-28 19:34:11 +05:30
Sivin Varghese
2ee63656e2
feat: Prevent saving preferences and status when impersonating (#11164)
This PR will prevent saving user preferences and online status when impersonating. Previously, these settings could be updated during impersonation, causing the user to see a different view or UI settings.

Fixes https://linear.app/chatwoot/issue/CW-4163/impersonation-improvements
2025-05-20 17:34:30 -07:00
Gabriel Jablonski
ba14d51d23
Merge branch 'fazer-ai/main' into chore/merge-upstream 2025-05-18 11:43:18 -03:00
Sojan Jose
84dae4e4a9
fix: Move the check for CaptainAssistant to enterprise (#11500) 2025-05-16 16:59:43 -07:00
Sojan Jose
eba24ce275
chore: Add activity message for conversation resolutions by Captain (#11492)
Currently, when Captain resolves a conversation, the same activity
message used for auto-resolution is shown. This has caused confusion for
users.
With this change, a distinct activity message will be displayed
specifically for resolutions performed by Captain, improving clarity.


Fixes
https://linear.app/chatwoot/issue/CW-4289/incorrect-activity-message-for-conversations-resolved-by-captain-auto#comment-d2991763

Co-authored-by: Pranav <pranav@chatwoot.com>
2025-05-16 11:57:07 -07:00
Pranav
bce1f58e86
chore: Update LLM formatter classes to include additional details (#11491)
This PR introduces support for optionally exposing more data during LLM
function calls. This will be useful as we expand Copilot’s capabilities.

Changes included:
- Add support for ArticleLlmFormatter
- Add missing specs for ContactLLMFormatter and ArticleLLMFormatter
- Add additional spec for ConversationLLMFormatter based on config
2025-05-15 17:47:37 -07:00
Shivam Mishra
b533980880
feat: Add support for minutes in auto resolve feature (#11269)
### Summary

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

###  Changes

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

###  Test plan

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

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-05-07 00:36:15 -07:00
gabrieljablonski
540f67aef6 Merge branch 'fazer-ai/main' into chore/merge-upstream 2025-04-25 16:57:00 -03:00
Muhsin Keloth
e0097ab102
chore: Centralize outgoing message reply restrictions for all the channels (#11279) 2025-04-12 08:52:12 +05:30
Gabriel Jablonski
659c3e7c2f chore: apply Rails/SaveBang cop (#15)
* chore: apply Rails/SaveBang cop

* fix: correct locale validation in category model spec

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

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

* chore: update modal props

* feat: setup channel provider connection

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

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

* chore: rename Baileys API default host variable to DEFAULT_BAILEYS_URL

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

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

* refactor: simplify channel retrieval logic in WhatsappEventsJob

* refactor: revert CHANNEL_UPDATE_EVENTS constant from ActionCableBroadcastJob

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

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

* refactor: remove unnecessary  CHANNEL_CONNECTION_UPDATE event type

* feat: implement channel provider connection with baileys API

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

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

* refactor: simplify webhook verification logic in Baileys service

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

* chore: adapt logic to new API

* refactor: fix typo

* refactor: fix import

* refactor: fix typo

* chore: add fixme comment about race condition

* fix: remove double disconnect call

* feat: implement message processing for incoming WhatsApp messages

* refactor: streamline message type determination and improve readability

* chore: increase cache key granularity

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

* feat: add `is-loading` to buttons

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

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

* chore: add setup and disconnect channel provider specs

* test: fix spec after increase cache key granularity

* feat: handle reconnecting state on modal

* style: centered error text

* feat: advanced options on create inbox

* feat: handle new reconnecting on backend

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

* test: add specs for Whatsapp::IncomingMessageBaileysService

* feat: add baileys configuration page

* feat: link device button when disconnected on conversation

* chore: refactor .env.example

* feat: add TODO for unimplemented methods in IncomingMessageBaileysService

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

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

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

* fix: update environment variable references in WhatsappBaileysService tests

* chore(webhook): add pt-BR translations

* chore: add pt-br translations

* chore: inboxname component margin

* refactor: inboxname computed prop

* feat: enhance WhatsApp provider connection handling and message processing

* test: inbox controller

* chore: improve baileys connection and messages handling

* test: incoming message service baileys

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

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

* fix: create message

* fix: only update message on success

* test: fix broken specs

* chore: raise error on unsupported message content type

* feat: hide provider connection data from non-admins

* fix: update advanced options

* chore: move class definition

* fix: issue with send_message not returning id

---------

Co-authored-by: gabrieljablonski <contact@gabrieljablonski.com>
2025-04-03 23:28:38 -03:00
Gabriel Jablonski
52a55827c3 chore: lint files (#2)
* 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
2025-04-03 23:28:38 -03:00
Muhsin Keloth
246deab684
feat: Instagram reauthorization (#11221)
This PR is part of https://github.com/chatwoot/chatwoot/pull/11054 to
make the review cycle easier.
2025-04-03 14:30:48 +05:30
Pranjal Kushwaha
0dc2af3c78
feat: Ability to delete account for administrators (#1874)
## Description

Add account delete option in the user account settings.

Fixes #1555 

## Type of change

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


![image](https://user-images.githubusercontent.com/40784971/110349673-edcc5200-8058-11eb-8ded-a31d15aa0759.png)

![image](https://user-images.githubusercontent.com/40784971/110349778-0c324d80-8059-11eb-9291-abfbffedde5e.png)


## Checklist:

- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my own 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: Sojan Jose <sojan@pepalo.com>
Co-authored-by: Sojan Jose <sojan.official@gmail.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-04-03 10:41:39 +05:30
Sivin Varghese
c35edc9c49
chore(i18n): Improvements in automation and macros (#11231)
# Pull Request Template

## Description

This PR includes,
1. **Sort Accounts List** – Orders the accounts list alphabetically for
better organization.
2. **Add Missing Translations in Automation** – Includes missing
translations for actions, events, and conditions dropdown.
3. **Fix Missing Translation in Macros** – Adds missing translations in
the macros action select dropdown.
4. Translate "Automation System" Username – Ensures the "Automation
System" username is properly translated.

Fixes: https://linear.app/chatwoot/issue/CW-4198/issues-[converso]

## 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
- [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
2025-04-02 15:48:42 -07:00
Shivam Mishra
3a4249da11
feat: Add support for multi-language support for Captain (#11068)
This PR implements the following features

- FAQs from conversations will be generated in account language
- Contact notes will be generated in account language
- Copilot chat will respond in user language, unless the agent asks the
question in a different language

## Changes
### Copilot Chat

- Update the prompt to include an instruction for the language, the bot
will reply in asked language, but will default to account language
- Update the `ChatService` class to include pass the language to
`SystemPromptsService`

### FAQ and Contact note generation

- Update contact note generator and conversation generator to include
account locale
- Pass the account locale to `SystemPromptsService`


<details><summary>Screenshots</summary>

#### FAQs being generated in system langauge

![CleanShot 2025-03-12 at 13 32
30@2x](https://github.com/user-attachments/assets/84685bd8-3785-4432-aff3-419f60d96dd3)


#### Copilot responding in system language

![CleanShot 2025-03-12 at 13 47
03@2x](https://github.com/user-attachments/assets/38383293-4228-47bd-b74a-773e9a194f90)


</details>

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
2025-03-19 18:25:33 -07:00
Pranav
10a0333980
feat(ee): Add copilot integration (v1) to the conversation sidebar (#10566) 2024-12-10 15:36:48 -08:00
Clairton Rodrigo Heinzen
96f4f50d2d
feat: Add the ability to un-assign teams using automation (#9668)
Co-authored-by: Pranav <pranavrajs@gmail.com>
2024-06-26 12:40:36 -07:00
Shivam Mishra
eafd3ae44d
feat: new re-authorization flow for Microsoft (#9510)
This PR adds a cleaner re-authorization flow to Microsoft. This PR has
the following changes

1. Use `reauthorization_required` value for Microsoft Channel
2. Refactor `InboxReconnectionRequired` to reuse the `banner` component
3. Refactor `microsoft/Reauthorize.vue` to reuse
`InboxReconnectionRequired` component
4. Update `reauthorizable.rb` to update cache keys if the model has an
inbox
5. Update `microsoft/callbacks_controller.rb` to handle the
reauthorization case with a redirect to the inbox settings page if the
inbox already exists at the time of authorization.

## How Has This Been Tested?

- [x] Local Instance
- [ ] Staging Instance
- [x] Unit tests

## Pending Tasks

- [ ] ~Success Toast~ will do this in a follow-up PR with the screen

## Demo

The following video shows the whole process of creation and
re-authorization of the Microsoft channel


https://www.loom.com/share/e5cd9bd4439c4741b0dcfe66d67f88b3?sid=100f3642-43e4-46b3-8123-88a5dd9d8509

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2024-05-23 16:03:40 +05:30
Sojan Jose
9a8442fe0e
chore: Handle conversation participation creation race condition error (#9449)
We observed some race condition errors in the conversation participation listener while trying to create a conversation participation assignment. This PR handles this error and also adds additional debug information for future.

fixes: https://linear.app/chatwoot/issue/CW-3296/activerecordrecordnotunique-pguniqueviolation-error-duplicate-key

## Changelog

- handles `ActiveRecord::RecordNotUnique, ActiveRecord::RecordInvald` errors so that they won't pollute sentry
- Adds a debug statement to log the cases
- Add previous_changes into the dispatcher so that we know the exact attribute changes which trigger `assignee_changed, team_changed` events ( would be handy in future )
2024-05-10 12:21:23 -07:00
Sojan Jose
f6d7f3b665
fix: assignee_changed callback not getting triggered during conversation creation (#9334)
The reload method in our callback was refreshing the object and hence the saved_change_to_assignee_id? Method wasn't working in the following callbacks.

This impacted the listeners subscribing to the event `ASSIGNEE_CHANGE`, `TEAM_CHANGE` etc
2024-05-06 11:48:17 -07:00
Sivin Varghese
e49ef773d8
feat: UI to show the SLA threshold in chat screen (#9146)
- UI will show the breach in the conversation list.
- UI will show the breach in the conversation header.

Fixes: https://linear.app/chatwoot/issue/CW-3146/update-the-ui-to-show-the-breach-in-the-conversation-list
Fixes: https://linear.app/chatwoot/issue/CW-3144/ui-update-to-show-the-breachgoing-to-breach
2024-04-04 15:46:46 +05:30
Shivam Mishra
9a1c54a82d
feat: disable automation rules if condition fails multiple times (#9017)
* feat: add email for disabling automation rule

* feat: disable automation rules and notify admin

* feat: reset error count after update

* feat: trigger invalid_condition_error if rule is invalid

* feat: setup error trackable concern

* refactor: use ErrorTrackable in Reauthorizable

* fix: optional argument

* feat: separate reauthorization_required_key

* test: update case to use ERROR_TRACKABLE_COUNT

* Revert "test: update case to use ERROR_TRACKABLE_COUNT"

This reverts commit f439847147556a02759a7597a7fcf1d66091cafc.

* Revert "feat: separate reauthorization_required_key"

This reverts commit f4514fce217b0a2f2c2bf701a15de0a8b47acbc4.

* Revert "fix: optional argument"

This reverts commit 93b4194ec3f10f67e2402388c966c071c4d3b4fd.

* Revert "refactor: use ErrorTrackable in Reauthorizable"

This reverts commit 513c2a522bc782e73ea4b0f5ae34ce01e70e042c.

* Revert "feat: setup error trackable concern"

This reverts commit 278683060cf422f60af5d5c77100aa5272141141.

* feat: use reauthorizable for automation rule

* feat: remove redis key

* test: fix method names

* chore: refactor

---------

Co-authored-by: Vishnu Narayanan <iamwishnu@gmail.com>
Co-authored-by: Sojan <sojan@pepalo.com>
2024-03-28 13:14:16 +05:30