Commit Graph

698 Commits

Author SHA1 Message Date
Aaron Lil Vazquez
83873d49ae
fix(meta): use dynamic installation name in vueapp.html.erb (#11799)
This PR updates the meta description in `vueapp.html.erb` to use the
dynamic installation name, replacing the previously hardcoded "Chatwoot"
brand.
**Motivation:** This change allows self-hosted instances to display
their own branding in meta descriptions, improving customization and SEO
for custom installations.


Co-authored-by: Sojan Jose <sojan@pepalo.com>
2025-08-22 12:07:36 +02:00
gabrieljablonski
801033bd5f Merge branch 'main' into chore/merge-upstream-4.5.0 2025-08-20 11:20:31 -03:00
Tanmay Deep Sharma
341487b93e
feat: Add assignment policies controllers with jbuilder views (#12199)
## Linear reference:
https://linear.app/chatwoot/issue/CW-4649/re-imagine-assignments

## Description
This PR introduces the foundation for Assignment V2 system by
implementing assignment policies and their association with inboxes.
Assignment policies allow configuring how conversations are distributed
among agents, with support for different assignment orders (round_robin
in community, balanced in enterprise) and conversation prioritization
strategies

Fixes # (issue)

## Type of change

Please delete options that are not relevant.

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

## How Has This Been Tested?

Test Coverage:
-  Controller specs for assignment policies CRUD operations
-  Enterprise-specific specs for balanced assignment order
-  Model specs for community/enterprise separation

Manual Testing:
1. Create assignment policy: POST
/api/v1/accounts/{id}/assignment_policies
2. List policies: GET /api/v1/accounts/{id}/assignment_policies
3. Assign policy to inbox: POST
/api/v1/accounts/{id}/assignment_policies/{id}/inboxes
4. View inbox policy: GET
/api/v1/accounts/{id}/inboxes/{id}/assignment_policy
5. Verify community edition ignores "balanced" assignment order
6. Verify enterprise edition supports both "round_robin" and "balanced"

- testing the flows after enterprise folder deletion

## Checklist:

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

---------

Co-authored-by: Pranav <pranavrajs@gmail.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
2025-08-18 19:15:21 -07:00
Cayo P. R. Oliveira
c6f9e814c2
feat: add customizable signature position and separator options (#78)
* feat: add customizable signature position and separator options

* fix: correct default value note for signatureSeparator and ensure reactivity

* fix: correct watcher boolean conversion and add immediate ui_settings updates

- Fix watchers to convert string props to boolean values for reactive refs
- Add immediate event handlers for switch changes to update ui_settings in real-time
- Ensure proper synchronization between switch states and user.ui_settings

Co-Authored-By: cayo@fazer.ai <cayoproliveira@gmail.com>

* fix: split signature content and ui_settings updates to resolve persistence bug

- Use updateUISettings store action for signature_position and signature_separator
- Keep updateProfile for message_signature content only
- Fixes FormData serialization issue that corrupted nested ui_settings object
- Add diagnostic logging to verify data flow

Co-Authored-By: cayo@fazer.ai <cayoproliveira@gmail.com>

* clean: remove diagnostic console logging from updateSignature method

- Remove temporary console.log statements added for verification
- Keep core implementation that splits signature content and ui_settings updates
- Keep console.error for proper error handling with eslint-disable comment
- Implementation now ready for production use

Co-Authored-By: cayo@fazer.ai <cayoproliveira@gmail.com>

* fix: updateUISettings call in updateSignature method

* chore: move signature application to send-time and add button highlighting (#79)

* fix: move signature application from editor manipulation to send-time

- Remove addSignature/removeSignature/toggleSignatureInEditor from WootWriter
- Remove signature logic from draft handling and canned response insertion
- Apply signatures only in getMessagePayload during message sending
- Add button highlighting for signature toggle when activated
- Prevents signature duplication and persistence in editor content
- Fixes signature position toggle bug

Co-Authored-By: cayo@fazer.ai <cayoproliveira@gmail.com>

* fix: escape signature separator to prevent markdown setext heading interpretation

- Escape '--' separator as '\--' in appendSignature to prevent H2 heading creation
- Update removeSignature to handle escaped separators correctly
- Fixes signature separator being rendered as markdown instead of plain text
- Refactor nested ternary to fix ESLint error

Co-Authored-By: cayo@fazer.ai <cayoproliveira@gmail.com>

* fix: prevent signature separator markdown interpretation in message processing

- Add fix_signature_separator_markdown method to escape '--' separators
- Update ensure_processed_message_content to fix separators before saving
- Prevents signature separators from being interpreted as setext headings
- Ensures correct message display in channels and email notifications

Co-Authored-By: cayo@fazer.ai <cayoproliveira@gmail.com>

* fix: update separator format to use \n--\n instead of escaping

- Change separator delimiter from '\--' to '\n--\n' format
- Update removeSignature function to handle new separator format correctly
- Simplify message processing since separators are already properly formatted
- Ensures consistent separator handling across frontend and backend

Co-Authored-By: cayo@fazer.ai <cayoproliveira@gmail.com>

* fix: update signature delimiter format to include extra new lines

* chore: remove comment about signature application logic

* refactor: remove unused method and comments related to signature separator markdown processing

* chore: simplify slash command detection by using updatedMessage directly

* refactor: remove signature logic from draft message handling

* refactor: simplify body empty check by removing signature manipulation logic

---------

Co-authored-by: Devin AI <158243242+devin-ai-integration[bot]@users.noreply.github.com>
Co-authored-by: cayo@fazer.ai <cayoproliveira@gmail.com>

* refactor: extract signature settings logic into a separate method

* fix: handle nil ui_settings in signature position and separator methods

* fix: update return value of findSignatureInBody to include position information

* fix: update signature handling in findSignatureInBody and related methods

* fix: adjust delimiter length handling in removeSignature function

* test: add cases for appending, removing, and replacing signatures with various separators

* test: add cases for signature position and separator handling

* test: add cases for updating signature position and separator in ui_settings

* fix: correct typo in comment for findSignatureInBody function

* refactor: simplify translation function calls in MessageSignature component

* chore: refactoring

* chore: refactor

* feat: switch -> select

* chore: refactor and undo changes

* chore: refactor and undo changes

* chore: refactor

* fix: remove old select component usage

* chore: remove useless style

---------

Co-authored-by: Devin AI <158243242+devin-ai-integration[bot]@users.noreply.github.com>
Co-authored-by: gabrieljablonski <contact@gabrieljablonski.com>
2025-08-17 23:01:41 -03:00
Petterson
81d8d3862d
feat: Add route to list accounts that belongs to a platform_app (#12140)
This PR creates a new route to list all accounts that a platform_app has access to.

Fixes: #12109
2025-08-11 21:23:05 +02:00
Petterson
fd28ed8d83
feat: add support to embedded whatsapp coexistence method (#12108)
This update adds support to the coexistence method to Embedded Whatsapp,
allowing users to add their existing whatsapp business number in order
to use it in both places(chatwoot and whatsapp business) at the same
time.

This update require some changes in the permissions for the Meta App, as
described in the Meta Oficial Docs, I'll leave this listed below:

- **history** — describes past messages the business customer has
sent/received
- **smb_app_state_sync** — describes the business customer's current and
new contacts
- **smb_message_echoes** — describes any new messages the business
customer sends with the WhatsApp Business app after having been
onboarded

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
Co-authored-by: Tanmay Deep Sharma <32020192+tds-1@users.noreply.github.com>
2025-08-08 18:28:50 +05:30
Tanmay Deep Sharma
d2583d32e9
feat: add reauth flow for wa embedded signup (#11940)
# Pull Request Template

## Description

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

## Type of change

Please delete options that are not relevant.

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

## How Has This Been Tested?

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


## Checklist:

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

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-08-08 01:48:45 +05:30
Sivin Varghese
d9900e50a0
feat(cloud): Add support for viewing status of SSL in custom domains (#12011)
# Pull Request Template

## Description

Fixes
[CW-4620](https://linear.app/chatwoot/issue/CW-4620/rethinking-custom-domains-in-chatwoot)

<img width="642" height="187" alt="Screenshot 2025-07-29 at 8 17 44 PM"
src="https://github.com/user-attachments/assets/ad2f5dac-4b27-4dce-93ca-6cbba74443fb"
/>


## Type of change

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

## How Has This Been Tested?



## Checklist:

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

---------

Co-authored-by: Vishnu Narayanan <iamwishnu@gmail.com>
Co-authored-by: Pranav <pranavrajs@gmail.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
2025-07-30 10:52:47 -07:00
gabrieljablonski
4f0b5cd595 Merge branch 'main' into chatwoot/develop 2025-07-16 09:37:08 -03:00
Sojan Jose
13b4fdb34c
chore: Add submenu for super admin settings (#11860)
- Improve how settings are rendered in Chatwoot Super admin panel
- Add google settings support 
- show setting for community edition

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

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

---------

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

## Description

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

Fixes #8465

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

## Type of change

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

## How Has This Been Tested?

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

## Checklist:

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

## What we have changed:

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

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

### Changes included:

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

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

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

---------

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

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

**Key Features:**

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


## Required Configuration

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

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


## How Has This Been Tested?

#### Backend Tests (RSpec):

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

#### Manual Test Cases:

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

## Related Screenshots:

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


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

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
2025-07-14 21:37:06 -07:00
Sivin Varghese
8c78573d9d
chore: Remove defer attribute from widget-loader script (#11887) 2025-07-08 15:31:33 +05:30
Pranav
3e993ead0f
feat: OG Image in Chatwoot Help Center (#11826)
_Note: This is only available for Cloud version of Chatwoot._



![image](https://github.com/user-attachments/assets/b7d61035-8682-4dbd-9460-4f8546ca6a98)
2025-07-03 12:41:12 -07:00
Shivam Mishra
b26862e3d8
feat: notion OAuth setup (#11765)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-06-26 19:16:06 +05:30
Muhsin Keloth
97efd36bc5
fix: Add missing CSAT URL in email reply templates (#11808)
As part of PR [#11622](https://github.com/chatwoot/chatwoot/pull/11622),
we intentionally hide CSAT survey URLs from agents in the dashboard to
avoid exposing those links internally. However, email replies being
external communications to contacts should still include the survey
URLs.

We missed handling that specific case for email channels. All other
external channels like WhatsApp, Instagram, Telegram, etc., were already
working correctly and continue to include the survey URLs as intended.

---------

Co-authored-by: Pranav <pranav@chatwoot.com>
2025-06-26 01:19:58 +05:30
Vishnu Narayanan
293a29ec98
chore: refactor account deletion email (#11772)
- Refactor `Marked for deletion` to be `Deletion due at` in the compliance email
2025-06-20 13:05:14 +05:30
Sojan Jose
b4b2b0bdc2
feat: Hide installation identifier (#11722)
<img width="1779" alt="Screenshot 2025-06-12 at 7 21 59 PM"
src="https://github.com/user-attachments/assets/a4c54d7f-4f5f-4d72-a81b-be4d88066549"
/>




## Summary
- Hides installation identifier by default so that users don't
accidentally expose it in screenshots.
2025-06-17 15:45:40 -07:00
Shivam Mishra
ac3bce3932
fix: missing metrics and labels from label summary (#11718) 2025-06-12 17:58:56 +05:30
Sivin Varghese
6baca40597
chore: Display divider only when multiple portals are available (#11709) 2025-06-12 17:01:41 +05:30
Sivin Varghese
bf3b1676dd
fix: Broken header in public Help Center portal (#11704)
Fixes https://linear.app/chatwoot/issue/CW-4473/broken-header-in-help-center-portal
2025-06-11 15:07:24 -04:00
gabrieljablonski
b990ca9570 Merge branch 'main' into chore/merge-upstream 2025-06-09 19:49:48 -03:00
Sivin Varghese
3e73c1b4bc
feat: Add RTL support in public help center (#11692)
# Pull Request Template

## Description

This PR adds RTL support in public help center.

Fixes
https://linear.app/chatwoot/issue/CW-4459/support-for-rtl-in-public-help-center

## Type of change

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

## How Has This Been Tested?

### Loom video

https://www.loom.com/share/d48a26ec80e04545addca825882b4d79?sid=aa7a6b37-33bc-4f63-b1cc-54b27a7733cf

## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
2025-06-09 15:23:04 -04:00
Sivin Varghese
4c0d096e4d
feat: Add rich text support for widget welcome tagline (#11666)
# Pull Request Template

## Description

This PR adds rich text support for the widget welcome tagline, enabling
users to format the message using basic text styling (bold, italics,
links, etc.)
https://github.com/chatwoot/chatwoot/pull/11629#issuecomment-2932448975

## Type of change

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

## How Has This Been Tested?

### Screenshots
<img width="1100" alt="image"
src="https://github.com/user-attachments/assets/eef2bfd3-7bc9-4aea-b21d-078f6b29f334"
/>
<img width="448" alt="image"
src="https://github.com/user-attachments/assets/713c6b07-d0dc-4c8f-bfba-cd119a858375"
/>



## 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>
2025-06-05 14:13:46 -05:00
Sojan Jose
2f40f95f77
fix: broken link in admin account user list (#11661)
- Add a dummy link for account users page that redirect back to user
page
- move common account user form in user and account super admin pages to
a partial

fixes:  #10757
2025-06-04 21:37:05 -05:00
gabrieljablonski
0317803b7c Merge branch 'main' into chore/merge-upstream 2025-05-30 11:03:07 -03:00
Shivam Mishra
b3a76289cc
feat: use tracking pixel for article view count (#11559) 2025-05-29 17:01:38 +05:30
Sojan Jose
873cfa08d8
feat: Ability to reset api_access_token (#11565)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2025-05-29 14:42:13 +05:30
Shivam Mishra
b1120ae7fb
feat: allow searching articles in omnisearch (#11558)
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-05-28 13:50:50 +05:30
Sojan Jose
c2d8e2ad77
feat: move Slack config to installation settings (#11548)
- enable Slack Configuration via InstallationConfig
- list Slack integration in super admin settings
2025-05-23 01:07:35 -07:00
Vishnu Narayanan
d40a59f7fa
feat: automate account deletion (#11406)
- Automate the deletion of accounts that have requested deletion via
account settings.
- Add a Sidekiq job that runs daily to find accounts that have requested
deletion and have passed the 7-day window.
- This job deletes the account and then soft-deletes users if they do
not belong to any other account.
- This job also sends an email to the Chatwoot instance admin for
compliance purposes.
- The Chatwoot instance admin's email is configurable via the
`CHATWOOT_INSTANCE_ADMIN_EMAIL` global config.

---------

Co-authored-by: Sojan Jose <sojan@pepalo.com>
2025-05-23 12:58:13 +05:30
Sojan Jose
8697a30dc5
feat: Ability to access user tokens via Platform API (#11537)
- Add Platform API for generating user tokens 
- Add the swagger documentation.

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
2025-05-22 11:30:04 +05:30
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
Sivin Varghese
d0611cb7f2
feat: Improve CSAT responses (#11485)
# Pull Request Template

## Description

This PR introduces basic customization options for the CSAT survey:

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

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

## Type of change

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

## How Has This Been Tested?

### Loom videos

**Website Channel (Widget)**

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

**Email Channel (Survey link)**

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

## Checklist:

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

---------

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

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-05-15 12:28:54 +05:30
Shivam Mishra
b533980880
feat: Add support for minutes in auto resolve feature (#11269)
### Summary

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

###  Changes

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

###  Test plan

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

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-05-07 00:36:15 -07:00
Gabriel Jablonski
af4ca9d974
Merge branch 'fazer-ai/main' into chore/merge-upstream 2025-05-02 19:55:54 -03:00
Sojan Jose
970e76ace8
feat: API Endpoints to update message status (#11387)
- Added an api endpoint for update message status ( available only for
api inboxes )
- Moved message status management to a service. 
- Handles case where read status arrive before delivered 

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

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-04-28 14:13:56 -07:00
gabrieljablonski
540f67aef6 Merge branch 'fazer-ai/main' into chore/merge-upstream 2025-04-25 16:57:00 -03:00
David Kubeš
ecc95478b9
feat: widget opened and closed events (#11240)
Fixes #9272

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-04-24 17:01:39 +05:30
Muhsin Keloth
0b156f6d4e
fix: Handle Instagram text and attachments as separate messages (#11315)
When we send text with attachments on Instagram, Instagram treats text
and attachments as separate messages. However, Chatwoot keeps them as a
single message. Since Instagram sends echo events for each message, this
can create duplicate messages in Chatwoot. To prevent this, we will send
text and attachments as separate messages.

---------

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

## Video 





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

---------

Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
2025-04-16 18:02:49 +05:30
Muhsin Keloth
ad17887898
feat: Add warnings for existing instagram messenger channels (#11303) 2025-04-16 12:54:41 +05:30
Sojan Jose
3da26ee025
feat: Move email attachments from links to file attachments (#11304)
Add ability to send files as attachments instead of links
Fixes: https://github.com/chatwoot/chatwoot/issues/1074


## Changes 
- `emaily_reply` : We will attach the small attachments as attachments
and large ones as links
- `reply_with_summary`, `conversation_transcript`,
`reply_with_out_summary` : We will change the attachment format to the
following instead of the previous `View the attachment here`

```
Attachments:
file_name
file_name2
```


---------

ref: https://github.com/chatwoot/chatwoot/pull/10318/files -> for fixing
: https://github.com/chatwoot/chatwoot/pull/9655#issuecomment-2183962550

---------

Co-authored-by: Marco Marinho <marcomarinho12@gmail.com>
Co-authored-by: Pranav <pranavrajs@gmail.com>
2025-04-15 23:43:12 -07:00
Sojan Jose
78a40114ef
feat: Use portal logo as favicon in helpcenter pages (#11289)
- Added favicon link to portal layout when logo is present
- Added tests to verify favicon behavior with and without logo
2025-04-14 19:59:56 -07:00
gabrieljablonski
010575e005 feat: update email templates to use user's name instead of email 2025-04-03 23:28:38 -03:00
Gabriel Jablonski
5b7fc9ae77 feat: add Resend email delivery method and configuration (#11)
* feat: add Resend email delivery method and configuration

* chore: simplify ResendProvider initialization by removing settings parameter

* test: update ResendProvider initialization in tests by removing unnecessary settings parameter

* chore: improvements
2025-04-03 23:28:38 -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
Cayo P. R. Oliveira
083bc27b1a feat: webhook inbox (#5)
* chore: exclude inbox_id from webhook update parameters

* feat: display inbox label in webhook settings

* feat: add inbox selection to webhook form

* feat: prevent updating inbox_id in webhook update

* feat: integrate MultiselectDropdown for inbox selection in webhook form

* feat: add inbox matching logic to webhook event delivery

* feat: remove unused inbox input placeholder from webhook form

* fix: MultiselectDropdown component submiting form

* feat: refine webhook parameters for create and update actions

* feat: disable URL input field when editing webhook

* chore: remove unnecessary parentheses

* chore: update webhook controller spec to ignore inbox_id and url updates

* fix: clean up JSON formatting

* fix: standardize inbox_id to inboxId in WebhookForm component

* refactor: replace LabelItem with InboxName component in WebhookRow

* chore: enhance MultiselectDropdown with button variant prop and update styling in WebhookForm

* chore: simplify MultiselectDropdown wrapper in WebhookForm component

* chore: update selectedInbox initialization to null and reorder form fields

* refactor: simplify InboxName

* chore: add dark variant styling for buttons in SCSS

* test: add inbox filtering for webhook event triggers in WebhookListener

* test: refactor webhook controller spec to use a variable for URL and improve update expectations

* feat(webhook): all inboxes option

* chore: remove dark variant styling for buttons in SCSS

* fix: bad interaction multiselectdropdown inside label

* chore: invert if

* chore: rename to assignedInbox and drop inboxId

* refactor(WebhookForm): restore div separating fields from buttons

* test: improve description

---------

Co-authored-by: gabrieljablonski <contact@gabrieljablonski.com>
2025-04-03 23:28:38 -03:00
Cayo P. R. Oliveira
f6bdc40c24 feat: add name to webhook (#4)
* feat(migration): add name column to webhook table

* feat(webhooks): add name parameter to webhook params

* feat(webhooks): add example webhook name constant and input field to form

* fix(webhooks): add webhook name label and placeholder to multiple locales in the form

* feat(webhooks): display webhook name in the UI and include it in the API response

* Revert 'fix(webhooks): add webhook name label and placeholder to multiple locales in the form'

This reverts commit e547778a1c038c934e22ceb25935f541cb09e2cd.

* test(webhooks): add tests for creating and updating webhooks with name attribute

* chore(webhooks): add name property to webhook definitions in Swagger documentation

* chore(webhooks): remove unnecessary input touch event for webhook name field

* chore(webhooks): apply review changes requested

* chore(webhooks): revert auto lint changes in commit 18ec4cafeb72fd385b70f65f1873d7cfb65216a6
2025-04-03 23:28:38 -03:00
Sojan Jose
1a78a9243f
chore: Clean up report & knowledge base policies (#11234)
- Removes the portal_members table and all associated records
- Updates policies to use custom roles with knowledge_base_manage
permission
- Updates controllers, models, and views to work without portal
membership
- Adds tests for the new permission model
2025-04-03 16:00:32 -07:00
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
Muhsin Keloth
7a24672b66
feat: Added the ability to create Instagram channel (#11182)
This PR is part of https://github.com/chatwoot/chatwoot/pull/11054 to
make the review cycle easier.
2025-04-03 13:57:14 +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
Shivam Mishra
9cf2bd284b
feat: Support card message postback event as widget event (#11133)
Fixes https://github.com/chatwoot/chatwoot/issues/5956
Fixes https://github.com/chatwoot/chatwoot/issues/1895
2025-03-20 12:00:24 -07:00
Pranav
b34c526c51
feat(apps): Shopify Integration (#11101)
This PR adds native integration with Shopify. No more dashboard apps.
The support agents can view the orders, their status and the link to the
order page on the conversation sidebar.

This PR does the following: 
- Create an integration with Shopify (a new app is added in the
integrations tab)
- Option to configure it in SuperAdmin
- OAuth endpoint and the callbacks.
- Frontend component to render the orders. (We might need to cache it in
the future)
---------

Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-03-19 15:37:55 -07:00
Pranav
bf5e4a92dd
chore: Limit the number of articles retrieved by widget (#11095)
The UI displays only six articles, and this update introduces a per_page
parameter to control the number of articles returned per API call. The
value is capped between 1 and 100, with a default fallback if a lower
number is set.

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

**Changes:** 
- Add index to status, account_id, portal_id, views.
- Add per_page param in the API.
- Update the code in the frontend to fetch only 6
2025-03-15 14:10:12 -07:00
Pranav
46ec92c86e
fix: Improve performance of most hit APIs in widget (#11089)
- Cache campaigns for better performance
- Fix N+1 queries in inbox members
- Remove unused related articles
2025-03-14 17:37:36 -07:00
Pranav
22331fb626
fix: Paginate attachments API (#11044)
There are attachments with over 1000 attachments (unusual) in
production, and some of them timeout. This PR would limit the number of
attachments to 100 (which is sufficient for viewing the files in the
gallery, pagination on the UI can be added later).
2025-03-07 13:56:10 -08:00
Sojan Jose
c1f6d9f76f
feat: Add the ability to filter items in Super Admin panel (#11020) 2025-03-05 16:32:54 -08:00
Vishnu Narayanan
ed562832a6
feat: add ui element for secrets in superadmin (#11000)
- add secret type for installation_config in the super admin console
- hide tokens by default on the UI

Before
----
<img width="891" alt="image"
src="https://github.com/user-attachments/assets/1c51b3bb-47f9-49bf-bb0d-75b84d8d2eeb"
/>


After
----
<img width="958" alt="image"
src="https://github.com/user-attachments/assets/b7eca1ff-1cc0-4259-9977-6109eb38ad64"
/>

---------

Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2025-03-04 16:51:40 +05:30
Muhsin Keloth
ef24eef0b9
feat: move Linear config to installation_config (#10999)
This PR has the following changes

- Add `LINEAR_CLIENT_ID` and `LINEAR_CLIENT_SECRET` to installation
config
- Add Linear config to super_admin/features.yml
- Replace usage of ENV.fetch with GlobalConfigService.load for fetch
Client Id and Secret.
2025-02-28 14:20:27 +05:30
Sivin Varghese
b52b2b9a47
chore: Fix issue with compose conversation form (#10991) 2025-02-27 21:45:20 +05:30
Muhsin Keloth
12134f9391
feat: Linear OAuth 2.0 (#10851)
Fixes https://linear.app/chatwoot/issue/CW-3417/oauth-20-authentication
We are planning to publish the Chatwoot app in the Linear [integration
list](https://linear.app/docs/integration-directory). While we currently
use token-based authentication, Linear recommends OAuth2 authentication.
This PR implements OAuth2 support.

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2025-02-27 18:15:53 +05:30
Sojan Jose
a9de672932
chore: Fix issue with new conversation editor (#10985)
https://github.com/chatwoot/chatwoot/pull/10888 introduced a bug in the
conversation editor since we were using the templates , email and phone
number payloads in contactable inboxes . temporary fix for this, we need
to rework this fix.
2025-02-26 16:35:47 -08:00
Sojan Jose
19cfd4be4c
chore: Clean up the feature presentation in super admin (#10949)
- improve styling of the feature toggle displayed in super admin

<img width="1540" alt="Screenshot 2025-02-21 at 4 47 58 PM"
src="https://github.com/user-attachments/assets/c111ff0d-c2ce-4609-832b-0ea631c97471"
/>

<img width="1451" alt="Screenshot 2025-02-21 at 4 48 11 PM"
src="https://github.com/user-attachments/assets/fe5df4ae-984b-4f9d-baba-9555935fbd55"
/>

---------

Co-authored-by: Pranav <pranavrajs@gmail.com>
2025-02-21 17:01:36 -08:00
Shivam Mishra
27f7e0921e
feat: hide tokens and password on contact inbox payloads (#10888)
Contact Inbox object contained unnecessary attributes which will be removed under this PR.
2025-02-20 21:22:12 -08:00
Pranav
4de1cd8c22
fix: Disable branding on help center if the feature is turned on (#10916)
Disable branding on help center as well if the feature is turned on the
account.
2025-02-16 17:42:02 -08:00
Sojan Jose
3b141fca28
chore: Add internal feature flags for Chatwoot Cloud (#10902)
This PR introduces internal feature flags for testing purposes. These
flags will not be displayed on regular instances to prevent customer
confusion.

Additionally, a new feature flag, `contact_chatwoot_support_team`, has
been added for Chatwoot Cloud. This flag disables contact support for
third-party onboarded accounts, as support will be handled by the
original affiliate team.

Co-authored-by: Pranav <pranav@chatwoot.com>
2025-02-15 16:21:46 -08:00
Sivin Varghese
f112e500e1
feat: Add the ability to block/unblock contact via contact details page (#10899) 2025-02-13 14:59:35 -08:00
Pranav
8faccba052
chore: Update the precision of the updated_at timestamp in conversation model (#10875)
Use to_f instead of to_i to preserve the millisecond precision in the UI.
2025-02-10 20:22:11 -08:00
Pranav
02000de905
chore: Add updated_at attribute to the conversation event (#10873)
This PR adds updated_at attribute to the conversation event.
2025-02-10 19:33:26 -08:00
Baptiste Fontaine
2a365bf19e
feat: show email subject in conversation search results (#10843)
# Pull Request Template

## Description

This addresses #10842. It exposes `additional_attributes` in the
conversations search endpoint, uses it in
`SearchResultConversationsList` to pass
`conversation.additional_attributes?.mail_subject` down to
`SearchResultConversationItem`, which in turn displays it.

Fixes #10842

## Type of change

Please delete options that are not relevant.

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

I have tested this locally by searching for conversations. See this
screenshot where I searched for "noreply":
![Screenshot from 2025-02-05
11-04-54](https://github.com/user-attachments/assets/689e3e99-c20b-48a7-9c3e-35d45ffeafc1)

I would love to add automated tests but I’m not sure how to do that.

## 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
- [x] 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>
2025-02-06 10:38:57 +05:30
Baptiste Fontaine
d5ecbba71f
fix: onboarding/index.html.erb unclosed HTML tags (#10838)
# Pull Request Template

## Description

This was not really an issue because HTML is permissive and auto-closes
these when the parent is closed, but it’s cleaner to do it.
It was also showing errors if you open the project in an IDE.

## Type of change

- Chore

## How Has This Been Tested?

## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [x] 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
- [x] Any dependent changes have been merged and published in downstream
modules

Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2025-02-06 09:43:38 +05:30
Sojan Jose
be8205657e
fix: Added authentication to FireCrawl API, remove unused RobinAI references (#10737)
- Fixed Firecrawl webhook payloads to ensure proper data handling and
delivery.
- Removed unused Robin AI code to improve codebase cleanliness and
maintainability.
- Implement authentication for the Firecrawl endpoint to improve
security. A key is generated to secure the webhook URLs from FireCrawl.

---------

Co-authored-by: Pranav <pranavrajs@gmail.com>
2025-01-22 18:14:25 -08:00
Pranav
d070743383
feat(ee): Add Captain features (#10665)
Migration Guide: https://chwt.app/v4/migration

This PR imports all the work related to Captain into the EE codebase. Captain represents the AI-based features in Chatwoot and includes the following key components:

- Assistant: An assistant has a persona, the product it would be trained on. At the moment, the data at which it is trained is from websites. Future integrations on Notion documents, PDF etc. This PR enables connecting an assistant to an inbox. The assistant would run the conversation every time before transferring it to an agent.
- Copilot for Agents: When an agent is supporting a customer, we will be able to offer additional help to lookup some data or fetch information from integrations etc via copilot.
- Conversation FAQ generator: When a conversation is resolved, the Captain integration would identify questions which were not in the knowledge base.
- CRM memory: Learns from the conversations and identifies important information about the contact.

---------

Co-authored-by: Vishnu Narayanan <vishnu@chatwoot.com>
Co-authored-by: Sojan <sojan@pepalo.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-01-14 16:15:47 -08:00
Muhsin Keloth
b5f4e8155b
chore: Configure iOS universal linking (#10651)
- Moved `apple-app-site-association` to
`.well-known/apple-app-site-association`
https://docs.expo.dev/linking/ios-universal-links/#create-aasa-file
- Updated the paths pattern to accept conversation links only.
2025-01-08 21:25:11 +05:30
Sivin Varghese
3c93cdb8b2
feat(v4): Update Inbox view card design (#10599) 2025-01-07 21:11:54 +05:30
Sivin Varghese
d902bb1d6f
fix: Remove duplicate contactable inbox in the conversation form (#10554)
---------

Co-authored-by: Pranav <pranavrajs@gmail.com>
2024-12-06 12:31:01 -08:00
Sivin Varghese
3edc0542cc
fix: Fix issue with profile picture not updating (#10532)
This PR resolves the issue with updating the profile picture in the profile settings.

**Cause of issue**
The issue can be reproduced with the old `ProfileAvatar.vue` component.
While the exact reason is unclear, it seems related to cases where the
file might be `null`.

**Solution**
Replaced the old `ProfileAvatar.vue` with `Avatar.vue` and tested it. It
works fine. I’ve attached a loom video below.

Fixes https://linear.app/chatwoot/issue/CW-3768/profile-picture-bug

Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Pranav <pranavrajs@gmail.com>
2024-12-04 15:02:29 -08:00
Sivin Varghese
a3855a8d1d
feat(v4): Update the help center portal design (#10296)
Co-authored-by: Pranav <pranavrajs@gmail.com>
2024-10-23 22:09:36 -07:00
Shivam Mishra
fce4d5e26e
feat: Show re-auth flag only for legacy Gmail and OAuth channels (#10189) 2024-10-02 00:51:02 -07:00
Shivam Mishra
42f6621afb
feat: Vite + vue 3 💚 (#10047)
Fixes https://github.com/chatwoot/chatwoot/issues/8436
Fixes https://github.com/chatwoot/chatwoot/issues/9767
Fixes https://github.com/chatwoot/chatwoot/issues/10156
Fixes https://github.com/chatwoot/chatwoot/issues/6031
Fixes https://github.com/chatwoot/chatwoot/issues/5696
Fixes https://github.com/chatwoot/chatwoot/issues/9250
Fixes https://github.com/chatwoot/chatwoot/issues/9762

---------

Co-authored-by: Pranav <pranavrajs@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2024-10-02 00:36:30 -07:00
Shivam Mishra
a0dddae289
feat: let users re auth legacy google inboxes (#10179)
This PR allows migration of legacy GMail inbox users to new OAuth based
inbox

## How to test?

1. Create an inbox from the seed data and set it's IMAP address to
`imap.gmail.com` from the UI
2. Open `rails console` and run the following

   ```
   inbox = Inbox.find(100) # use your inbox id here
   channel = inbox.channel
   channel.update(email: 'hello@chatwoot.com')
   channel.prompt_reauthorization!
   ```
3. This will show the prompt on the UI. Once you click on Reauthorize,
it should open Google Auth. Reauthroize with the same email address as
used in the inbox and it should start working as usual

### Setting up ENV

```sh
GOOGLE_OAUTH_CLIENT_ID=<some-hash>.apps.googleusercontent.com
GOOGLE_OAUTH_CLIENT_SECRET=<client-secret>
GOOGLE_OAUTH_CALLBACK_URL="http://localhost:3000/omniauth/google_oauth2/callback"
```
2024-09-30 21:48:52 +05:30
Pranav
d79d9e8b46
fix: Include uncategorized articles in the all article section to allow edit/delete (#10153)
Fixes https://github.com/chatwoot/chatwoot/issues/9935
Fixes https://github.com/chatwoot/chatwoot/issues/8213

The articles were grouped by category, with locale being a derived
attribute from the category. If a category was deleted, the article
wouldn't appear on the dashboard. However, due to a bug, it would show
up in the uncategorized section on the public portal, leaving agents
unable to edit or update the article.

To address this issue, I've added a locale attribute directly to the
article. This attribute is automatically set from the category or the
portal's default locale if not supplied. The API parameters now use this
attribute to filter articles. As a result, the dashboard will display
articles even if they're not associated with a category, improving the
overall workflow.

**Main updates:** 
- Add locale attribute to the Article model. Add db migration to back
fill the data based on the above logic.
- Add a new scope search_by_locale and use it instead of
search_by_category_locale.
- Update the ERB template to include the locale filter.
- Move from `joins` to `left_outer_joins` to include the articles with
no categories.

---------

Co-authored-by: Sojan <sojan@pepalo.com>
2024-09-23 23:39:03 -07:00
Sojan Jose
58e78621ba
chore: Custom Roles to manage permissions [ UI ] (#9865)
In admin settings, this Pr will add the UI for managing custom roles (
ref: https://github.com/chatwoot/chatwoot/pull/9995 ). It also handles
the routing logic changes to accommodate fine-tuned permissions.

---------

Co-authored-by: Pranav <pranavrajs@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2024-09-17 11:40:11 -07:00
Muhsin Keloth
5d52e4e0a6
revert: "fix: message_type inconsistency across message end points" (#10119)
Reverts chatwoot/chatwoot#10108
2024-09-16 20:00:11 +05:30
Muhsin Keloth
05b8486538
fix: message_type inconsistency across message end points (#10108)
The `before_type_cast` method sometimes returns a string for
`message_type`, creating inconsistencies in different payloads. This
pull request will remove all `before_type_cast` usage and replace it
with `to_i` methods.
2024-09-16 16:14:35 +05:30
Sojan Jose
b61ad6e41a
feat: Add APIs to manage custom roles in Chatwoot (#9995)
Co-authored-by: Pranav <pranavrajs@gmail.com>
2024-08-23 17:18:28 +05:30
Pranav
77b718c22c
fix: Remove user.permissions, resolve it from accounts (#9990)
Remove the `user.permissions` field and resolve the permissions directly
from the accounts array in the user. This change ensures that the cache
or previous values from the last active account don't affect the
permissions.

In this PR: 
- Remove user.permissions usage, replace it with getUserPermissions
method.
- Remove json.permissions from user.json.jbuilder
2024-08-21 11:36:26 +05:30
Sojan Jose
46621b0983
chore: Add permissions to auth data (#9695)
This API change sets the foundation for an upcoming frontend update, transitioning from a role-based model to a permission-based model. This new approach will determine eligibility for various actions and UI elements based on specific permissions rather than roles, enhancing flexibility and security in user access management.
2024-06-28 12:52:48 -07:00
Shivam Mishra
650fee58a6
feat: add Google Email fetch and OAuth token refresh service (#9603)
This PR adds the following changes

1. Add `Imap::GoogleFetchEmailService` and
`Google::RefreshOauthTokenService`. The
`Google::RefreshOauthTokenService` uses
`OmniAuth::Strategies::GoogleOauth2` which is already added as a packge
2. Update `Inboxes::FetchImapEmailsJob` to handle Google inboxes
3. Add SMTP settings for Google in `ConversationReplyMailerHelper` to
allow sending emails


## Preview

#### Incoming emails

![CleanShot 2024-06-06 at 17 17
22@2x](https://github.com/chatwoot/chatwoot/assets/18097732/9d7d70d1-68e3-4c16-b1ca-e5a2e6f890e8)

#### Outgoing email

![CleanShot 2024-06-06 at 17 18
05@2x](https://github.com/chatwoot/chatwoot/assets/18097732/1b4abf0e-e311-493e-bdc8-386886afbb25)

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2024-06-11 14:22:03 +05:30
Sivin Varghese
9689bbf0dd
feat: Adds the ability to disable the "new message notification" popup (#9594) 2024-06-11 08:14:58 +05:30
Shivam Mishra
6c682a6869
feat: add reauthorization banner for Facebook (#9553) 2024-05-30 09:41:04 +05:30
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
Shivam Mishra
616e3a8092
feat: allow setting dashboard scripts from super_admin (#9514)
This PR allows setting scripts for `vueapp.html.erb` via super admin
config. This PR has the following changes

1. Allow `DASHBOARD_SCRIPTS` in internal config
2. Remove existing scripts from `vueapp.html.erb`
3. Add scripts from `GlobalConfig` to `vueapp.html.erb`

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2024-05-23 14:30:41 +05:30
Shivam Mishra
f6650b5025
feat: move Azure config to installation_config (#9481)
This PR has the following changes

1. Add `AZURE_APP_ID` and `AZURE_APP_SECRET` to installation config
2. Add Microsoft config to `super_admin/features.yml`
3. Replace usage of `ENV.fetch` with `GlobalConfigService.load` for
fetch App ID and Secret
2024-05-20 11:52:42 +05:30