Commit Graph

6353 Commits

Author SHA1 Message Date
Sojan
a954e1eaca Merge branch 'release/4.1.0' 2025-04-16 23:10:46 -07:00
Sojan
59e0499616 Bump version to 4.1.0 2025-04-16 23:10:13 -07:00
Sojan Jose
de8fdb1377
chore: Move Instagram channel feature to GA (#11323)
- Move instagram channel from  `internal` to  general availability
2025-04-17 11:23:45 +05:30
Sojan Jose
fe20b61bc4
chore: Enable chatwoot_v4 feature flag by default for accounts (#11321)
- Updates ACCOUNT_LEVEL_FEATURE_DEFAULTS installation config to enable
chatwoot_v4
- Enables chatwoot_v4 for all existing accounts in batches of 100
- Clears GlobalConfig cache after update
2025-04-17 08:53:37 +05:30
Sojan Jose
49715ebf2b
chore: deprecate report_v4 feature flag and remove gating logic (#11320)
- deprecated report_v4 feature flag
- remove the gating logic so new reports is available by default
- make search_with_gin an internal feature flag
2025-04-17 08:52:56 +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
Sivin Varghese
72509f9e38
chore: Improve translation service with HTML and plain text support (#11305)
# Pull Request Template

## Description

This PR changes to translation to properly handle different content
types during translation.

### Changes

1. **Email translation with HTML support**
   - Properly detects and preserves HTML content from emails
   - Sets `mime_type` to 'text/html' when HTML content is present

2. **Email translation with plain text support**
   - Falls back to email text content when HTML is not available
- Sets `mime_type` to 'text/plain' when HTML is not available and
content type includes 'text/plain'

3. **Plain message with plain text support (Non email channels)**
   - Sets `mime_type` to 'text/plain' for non-email channels
- Fixes an issue where Markdown formatting was being lost due to
incorrect `mime_type`
   
**Note**: Translation for very long emails is not currently supported.

Fixes
https://linear.app/chatwoot/issue/CW-4244/translate-button-doesnt-work-in-email-channels

## Type of change

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

## How Has This Been Tested?

**Loom video**

https://www.loom.com/share/8f8428ed2cfe415ea5cb6c547c070f00?sid=eab9fa11-05f8-4838-9181-334bee1023c4


## 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
2025-04-16 17:59:06 +05:30
Muhsin Keloth
c6d4bc5632
fix: Old Instagram inbox warnings (#11318)
We have added warnings for existing Instagram messenger inboxes via
https://github.com/chatwoot/chatwoot/pull/11303. There is an issue with
finding the correct Instagram/messenger inbox. This PR will fixes that
issue.
2025-04-16 16:30:32 +05:30
Shivam Mishra
5c00880857
fix: email expand color (#11314)
#### Before

![CleanShot 2025-04-16 at 12 40
57@2x](https://github.com/user-attachments/assets/da3a9acc-c7a9-496f-96b7-74e02cb479f4)

![CleanShot 2025-04-16 at 12 42
00@2x](https://github.com/user-attachments/assets/55cf40aa-1867-4062-acee-7d95b7d4a0bc)


#### After

![CleanShot 2025-04-16 at 12 40
36@2x](https://github.com/user-attachments/assets/a8ec4b03-a501-4f56-be7a-bddf7912ba1b)

![CleanShot 2025-04-16 at 12 42
16@2x](https://github.com/user-attachments/assets/fe47f492-69ab-4a0c-8dd7-979485742d9b)
2025-04-16 13:13:07 +05:30
Sivin Varghese
4da92bbc12
chore: Update PDF file text color from ruby to slate (#11313)
# Pull Request Template

## Description

This PR includes updating the PDF text color from Ruby to Slate for
improved readability

## How Has This Been Tested?

### Screenshots
**Before**

| Dark Mode | Light Mode |
| ------------- | ------------- |
| <img width="258" alt="image"
src="https://github.com/user-attachments/assets/6124c69d-8bf1-47f3-9a06-eeb21dbedbb2"
/> | <img width="258" alt="image"
src="https://github.com/user-attachments/assets/d0f2b90b-6796-45ae-a02a-05c07246d25c"
/> |


**After**

| Dark Mode | Light Mode |
| ------------- | ------------- |
| <img width="258" alt="image"
src="https://github.com/user-attachments/assets/c0285062-83b6-49d5-bdb0-2aebf977cf74"
/> | <img width="258" alt="image"
src="https://github.com/user-attachments/assets/6b153d45-ee8d-42ac-a863-0fa8b294a21b"
/> |


## 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
2025-04-16 13:05:36 +05:30
Muhsin Keloth
ad17887898
feat: Add warnings for existing instagram messenger channels (#11303) 2025-04-16 12:54:41 +05:30
Sivin Varghese
458bf1803e
fix: Emoji rendering issue with <textarea/> in chrome (#11312)
# Pull Request Template

## Description

This PR resolves a Chrome-specific rendering bug where emojis in the
`<textarea>` of the reply box display a shadow or different color tone
when placed at the start of the input without a leading space.

**Solution:** Removed the border-radius from the textarea in the Reply
box component, which resolves the rendering issue in Chrome

**Cause:** This appears to be a Chrome rendering bug related to how
border-radius is handled on form elements, especially with emojis. The
exact cause is unclear, but there is some known issue
[Chromium Issue 40333458](https://issues.chromium.org/issues/40333458)
[Related Chromium
Duplicates](https://issues.chromium.org/issues/40333458/dupes)

## Type of change

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

## How Has This Been Tested?

### Screen recording

**Before**


https://github.com/user-attachments/assets/618de129-5631-4c7c-ab0b-7188b83c6bf1

**After**


https://github.com/user-attachments/assets/bb3adcbe-e603-4792-a8fd-51501d284c78





## 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
2025-04-16 12:21:28 +05:30
Sojan Jose
ebef021e94
chore: Increase the timeout to support slow SMTP servers (#10318)
Converting
https://github.com/chatwoot/chatwoot/issues/7802#issuecomment-2171005257
to a PR

Co-authored-by: Nickson Yap <hi@nickson.me>
2025-04-16 12:15:49 +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
Shivam Mishra
1140ca7a78
fix: stale report value shown if summary fetch breaks (#11270)
This pull request includes several changes to better show the report
metrics fetching status on the dashboard. This also prevents showing
stale data in case fetching summary fails due to timeout or other issue

The most important changes include adding a new fetching status state to
the store called `summaryFetchingStatus`, updating the
`useReportMetrics` composable, and modifying the `ChartStats` component
to handle different fetching statuses.

#### Loading
![CleanShot 2025-04-09 at 13 49
35@2x](https://github.com/user-attachments/assets/575c9905-0bf7-4a6e-8709-026896dd95f8)

#### Finished
![CleanShot 2025-04-09 at 13 49
43@2x](https://github.com/user-attachments/assets/ef7f8cb3-ca34-4627-a954-ba23f156d2ff)

#### Failed
<img width="1512" alt="image"
src="https://github.com/user-attachments/assets/d521a785-9299-4e59-94dc-561a7a84377e"
/>

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-04-15 20:18:06 +05:30
Sivin Varghese
79fc5bb555
fix: Display error message on empty response from Captain (#11302) 2025-04-15 13:20:06 +05:30
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
Sivin Varghese
a1f61f0e21
fix: Hide message status for failed and deleted messages (#11294)
# Pull Request Template

## Description

This PR fixes the issue where a clock with animation is shown inside the
message bubble for failed and deleted messages. The message status is
now hidden for such messages.

## 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?

### Before
**Failed message bubble**
<img width="223" alt="image"
src="https://github.com/user-attachments/assets/bb4d7a34-4a1c-495a-9a3d-21d065bba020"
/>

**Deleted message bubble**
<img width="223" alt="image"
src="https://github.com/user-attachments/assets/ece8e2ff-c6d7-4fa7-b11c-04748bf9ea2d"
/>


### After
**Failed message bubble**
<img width="223" alt="image"
src="https://github.com/user-attachments/assets/6a6d81eb-52d9-48c3-bbc1-810b19770d61"
/>

**Deleted message bubble**
<img width="223" alt="image"
src="https://github.com/user-attachments/assets/828b553a-c88a-4a9e-9773-d75d76a9d0fd"
/>


## 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
2025-04-14 15:56:16 +05:30
Vishnu Narayanan
befdfb0ae6
fix: use stricter validation to restrict gmail signups (#11285)
- use stricter validation to restrict gmail signups
2025-04-12 10:52:49 +05:30
Muhsin Keloth
e0097ab102
chore: Centralize outgoing message reply restrictions for all the channels (#11279) 2025-04-12 08:52:12 +05:30
Muhsin Keloth
bdcb080e40
feat: Handle instagram test service (#11244)
This PR will handle the Instagram test events. We are using the last
created Instagram channel as the test channel since we don't have any
other channels for testing purposes at the time of Meta approval.



https://github.com/user-attachments/assets/98302b7a-d72c-4950-9660-861a5e08d55f

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2025-04-11 19:11:29 +05:30
Pranav
50344a282b
fix: Return new Array instead of freezed object (#11283)
Users who have not changed the order of the sidebar items were not able
to change it as the object returned was created using Object.freeze

To reproduce: 

- Create a new user account, open a conversation, try changing the order
of the sidebar items.
2025-04-11 13:02:16 +05:30
Muhsin Keloth
65cd0717e6
fix: Handle Instagram echo events (#11275)
This PR fixes the issue with message creation when someone sends
messages from the Instagram app instead of the Chatwoot dashboard.
2025-04-10 12:58:38 +05:30
Gabriel Jablonski
d0eb84dbed
chore: merge upstream (#25) 2025-04-09 19:37:55 -03:00
gabrieljablonski
4935563b60 chore: apply rubocop 2025-04-09 19:25:21 -03:00
Gabriel Jablonski
65430e4633
Merge branch 'fazer-ai/main' into chore/merge-upstream 2025-04-09 19:22:12 -03:00
Gabriel Jablonski
17e2029017
fix: allow composing message when using baileys inbox (#23)
* fix: allow composing message for baileys inbox

* fix: match compose format for phone number as contact name
2025-04-09 19:15:22 -03:00
Cayo P. R. Oliveira
25670564eb
feat: add message update processing in IncomingMessageBaileysService (#20)
* feat: add message update processing in IncomingMessageBaileysService

* feat: implement message update handling in IncomingMessageBaileysService

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

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

* chore: refactor message update handling in IncomingMessageBaileysService

* chore: nit remove redundant comment

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

* chore: message status update logic with transition checks

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

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

* fix: logging for unsupported message updates in update_message_content method

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

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

* refactor: status variable in status_mapper method

* refactor: rename status_transition_allowed method to status_transition_allowed?

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

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

* feat: enhance WhatsApp webhook processing and error responses handling

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

* refactor: rename webhook processing method and improve error handling

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

* refactor: remove handling for StandardError in WhatsApp controller specs

* refactor: simplify perform_whatsapp_events_job method

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

* refactor: update expectations for job processing in WhatsApp controller specs
2025-04-09 19:14:38 -03:00
Shivam Mishra
73dcf539ed
feat: allow role based filtering on the frontend (#11246)
This pull request introduces frontend role filtering to allStatusChat
getter. The key changes include the addition of a new helper function to
get the user's role, updates to the conversation filtering logic to
incorporate role and permissions, and the addition of unit tests for the
new filtering logic.

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-04-09 11:46:20 -07:00
Sivin Varghese
35d9dc925f
chore: Remove sorting by phone_number from contact list (#11271) 2025-04-09 18:41:18 +05:30
Sivin Varghese
2d14f27d5b
chore: Update date range picker with new theme colors (#11267) 2025-04-09 16:03:53 +05:30
Sivin Varghese
70a65e2c34
fix: Prevent mentions menu from triggering on reply mode change (#11264)
# Pull Request Template

## Description

**Issue:** When typing "@" in reply mode and then switching to private
note mode, the user mentions menu remains visible and cannot be
dismissed.

**Cause:** The Prose Mirror suggestion plugin for "@" was active in both
reply modes (normal and private). When triggered in normal reply mode
and then switching to private note mode, the menu would remain open and
couldn't be dismissed.

**Solution**
```
createSuggestionPlugin({
  trigger: '@',
  showMenu: showUserMentions,
  searchTerm: mentionSearchKey,
  isAllowed: () => props.isPrivate, // Only allow @ mentions in private note mode
}),
```
1. By setting `isAllowed: () => props.isPrivate`, the @ mention trigger
will only activate when in private note mode
2. In normal reply mode, the plugin won't activate at all since
`isAllowed` returns false
3. This prevents the menu from being triggered in the wrong context and
fix the scenario where the menu gets stuck.

## Type of change

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

## How Has This Been Tested?

### Loom video

**Before**

https://www.loom.com/share/5333f0c6498d4a9ea4d220b1de1b608c?sid=1425f24f-2c6f-4ff5-aab3-23c3203d2e05

**After**

https://www.loom.com/share/9f183c76d6a94b618a7c2aaed280b780?sid=19ef08b8-2b70-434b-ad5a-267410212e11

## 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
2025-04-09 15:25:46 +05:30
dependabot[bot]
7fe888fa51
chore(deps-dev): Bump vite from 5.4.15 to 5.4.17 (#11263)
Bumps [vite](https://github.com/vitejs/vite/tree/HEAD/packages/vite)
from 5.4.15 to 5.4.17.
<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>v5.4.17</h2>
<p>Please refer to <a
href="https://github.com/vitejs/vite/blob/v5.4.17/packages/vite/CHANGELOG.md">CHANGELOG.md</a>
for details.</p>
<h2>v5.4.16</h2>
<p>Please refer to <a
href="https://github.com/vitejs/vite/blob/v5.4.16/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/v5.4.17/packages/vite/CHANGELOG.md">vite's
changelog</a>.</em></p>
<blockquote>
<h2><!-- raw HTML omitted -->5.4.17 (2025-04-03)<!-- raw HTML omitted
--></h2>
<ul>
<li>fix: backport <a
href="https://github.com/vitejs/vite/tree/HEAD/packages/vite/issues/19782">#19782</a>,
fs check with svg and relative paths (<a
href="https://github.com/vitejs/vite/tree/HEAD/packages/vite/issues/19784">#19784</a>)
(<a
href="84b2b46ed1">84b2b46</a>),
closes <a
href="https://redirect.github.com/vitejs/vite/issues/19782">#19782</a>
<a
href="https://redirect.github.com/vitejs/vite/issues/19784">#19784</a></li>
</ul>
<h2><!-- raw HTML omitted -->5.4.16 (2025-03-31)<!-- raw HTML omitted
--></h2>
<ul>
<li>fix: backport <a
href="https://github.com/vitejs/vite/tree/HEAD/packages/vite/issues/19761">#19761</a>,
fs check in transform middleware (<a
href="https://github.com/vitejs/vite/tree/HEAD/packages/vite/issues/19762">#19762</a>)
(<a
href="b627c50d35">b627c50</a>),
closes <a
href="https://redirect.github.com/vitejs/vite/issues/19761">#19761</a>
<a
href="https://redirect.github.com/vitejs/vite/issues/19762">#19762</a></li>
</ul>
</blockquote>
</details>
<details>
<summary>Commits</summary>
<ul>
<li><a
href="0a2518a98d"><code>0a2518a</code></a>
release: v5.4.17</li>
<li><a
href="84b2b46ed1"><code>84b2b46</code></a>
fix: backport <a
href="https://github.com/vitejs/vite/tree/HEAD/packages/vite/issues/19782">#19782</a>,
fs check with svg and relative paths (<a
href="https://github.com/vitejs/vite/tree/HEAD/packages/vite/issues/19784">#19784</a>)</li>
<li><a
href="712cb71aa0"><code>712cb71</code></a>
release: v5.4.16</li>
<li><a
href="b627c50d35"><code>b627c50</code></a>
fix: backport <a
href="https://github.com/vitejs/vite/tree/HEAD/packages/vite/issues/19761">#19761</a>,
fs check in transform middleware (<a
href="https://github.com/vitejs/vite/tree/HEAD/packages/vite/issues/19762">#19762</a>)</li>
<li>See full diff in <a
href="https://github.com/vitejs/vite/commits/v5.4.17/packages/vite">compare
view</a></li>
</ul>
</details>
<br />


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Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
2025-04-09 08:55:10 +05:30
Bruno Shiohei
91cd42583e
fix: Removing repetitive name parameter in AgentsController (#11259)
Co-authored-by: Sojan Jose <sojan@pepalo.com>
2025-04-09 08:53:13 +05:30
Bruno Shiohei
4304e06748
fix: Updating the Ubuntu version to run the tests (#11260)
In my previous PR I got some errors that when checking it is possible to
conclude that the version of ubuntu 20.04 in the Github Actions images
to run the tests is no longer supported.

![image](https://github.com/user-attachments/assets/f637e8da-3d15-43a1-8800-6c2785faf70c)

Possible to check at this url:
https://github.com/actions/runner-images/issues/11101

## What's changed
Changing the Ubuntu version in the image to run the tests.
Old version: 20.04
New version: 22.04

## BEFORE:

![image](https://github.com/user-attachments/assets/bd2dfdcd-3913-425e-a57c-504c7604d70a)

## NOW:

![image](https://github.com/user-attachments/assets/437ef89b-89d0-4e58-8e3c-ee3073dad417)
2025-04-08 16:36:06 -07:00
Sivin Varghese
e2d88dc1b8
fix: styles in ProseMirror URL prompt modal (#11256) 2025-04-08 12:38:28 +05:30
Sivin Varghese
d7590d0548
fix: Rendering issue with Pre-chat message (#11255) 2025-04-08 11:49:23 +05:30
Muhsin Keloth
d827e66453
feat: Instagram Inbox using Instagram Business Login (#11054)
This PR introduces basic minimum version of **Instagram Business
Login**, making Instagram inbox setup more straightforward by removing
the Facebook Page dependency. This update enhances user experience and
aligns with Meta’s recommended best practices.

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


## Why Introduce Instagram as a Separate Inbox?


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

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

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

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

---

## Implementation Plan

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

### Changes & Considerations

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

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


---

## Instagram Login Flow

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

---

## How to Test the Instagram Inbox

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


## Troubleshooting & Common Errors

### Insufficient Developer Role Error

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

### API Access Deactivated

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

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

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


## To-Do List

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

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2025-04-08 10:47:41 +05:30
Gabriel Jablonski
22c8ea8265
refactor: replace woot-button with NextButton in various components for consistency (#22) 2025-04-06 13:12:42 -03:00
Muhsin Keloth
ae0b68147e
chore: Reply window fixes (#11242)
- Fixed the can reply window links.
- Added the supported file types for Instagram.
2025-04-04 13:03:41 +05:30
Gabriel Jablonski
659c3e7c2f chore: apply Rails/SaveBang cop (#15)
* chore: apply Rails/SaveBang cop

* fix: correct locale validation in category model spec

* fix: update save methods to avoid Rails/SaveBang cop violations
2025-04-03 23:29:24 -03:00
Cayo P. R. Oliveira
e0708ca6f8 fix: handle new contact without push name (#13)
* fix: resolve bug for contact name when user stats a new conversation with a new contact

* chore: update specs to cover the bug resolution

* chore: correct variable name

* chore: simplify update contact name handling

* chore: ensure pushName is always a string and leave a comment to keep an eye if always pushName will be present

* fix: update contact name access

* chore: identify and permit only direct users jid types (#14)

* fix: add jid_type method to classify message sender types and prevent processing for non-user jids

* chore: update jid parsing to correctly extract phone number and improve message type detection

* chore: add spec to ensure no conversation is created for non-user messages

* chore: update jid shape comment

* chore: refactor jid_type method

* chore: update message_type logic for classify text messages when is a extendedTextMessage

* refactor: update spec that no conversation is created for non-user messages

* fix: use update! method for contact name update

* chore: add note on distinguishing broadcast and status JIDs in Baileys

* chore: add note on Baileys internal function for JID classification
2025-04-03 23:28:38 -03:00
Gabriel Jablonski
02732b3db6 chore: enable ActiveRecord logging in Rails console for better debugging (#16) 2025-04-03 23:28:38 -03:00
Gabriel Jablonski
e930820f68 ci: update workflow to trigger on fazer-ai/main branch and remove from PRs (#17)
* ci: update workflow to trigger on fazer-ai/main branch and remove from PRs

* ci: update workflows to trigger on fazer-ai/main branch and enable manual dispatch
2025-04-03 23:28:38 -03:00
Cayo P. R. Oliveira
7ee0ec2fdb fix: handle extended text message type of incoming message upsert (#9)
* feat: support extended text messages in WhatsApp incoming message service

* fix: correct isEditorHotKeyEnabled's spec

* ci: add baileys-api service to docker-compose configuration

* feat!: update validate_provider_config? endpoint

* 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

* chore: add support for external frontend URL in environment configuration

* chore: ensure trailing slash

* ci: updated docker compose

* feat: update Resend email delivery method to use headers for sender and recipient

* feat: update email templates to use user's name instead of email

* fix: simplify extended text message structure in Baileys service spec

---------

Co-authored-by: gabrieljablonski <contact@gabrieljablonski.com>
Co-authored-by: Gabriel Jablonski <gabriel@fazer.ai>
2025-04-03 23:28:38 -03:00
gabrieljablonski
010575e005 feat: update email templates to use user's name instead of email 2025-04-03 23:28:38 -03:00
gabrieljablonski
217cecae9e feat: update Resend email delivery method to use headers for sender and recipient 2025-04-03 23:28:38 -03:00
gabrieljablonski
a119641c21 ci: updated docker compose 2025-04-03 23:28:38 -03:00
gabrieljablonski
3325539edf chore: ensure trailing slash 2025-04-03 23:28:38 -03:00