Commit Graph

157 Commits

Author SHA1 Message Date
Rodribm10
cf7338a6e2 chore: sync fazer-ai chatwoot 4.13.0 2026-05-06 06:24:46 -03:00
Codex CLI
1cbc9f1123 fix(captain): keep faq policy patch scoped 2026-05-04 13:21:38 +00:00
Codex CLI
689cc114f8 fix(captain): allow agents to manage FAQs 2026-05-04 13:16:47 +00:00
Codex CLI
d670c5644b fix(captain/reservations): prioritize confirmed bookings 2026-05-03 11:03:38 +00:00
Rodribm10
28e880d7b6 feat(captain/hermes-builder): aba Verificação com 22+ checks + reparo automático
UI nova dentro do Construtor (Hermes) — TabBar com Chat e Verificação.
Verificação roda HermesBuilder::Validator (DB+runtime) e exibe resultado
agrupado por categoria, com botão Refazer inline em FAIL/WARN reparáveis.

Backend (porta dos checks DB do CLI bin/hermes-validate):
- HermesBuilder::Validator com 22+ checks: engine, profile, port,
  secret, parent, unit, Brand, CaptainInbox sync (o bug que travou
  Juliana), pricing dry-run, Inter creds, typing/response_delay,
  registry MCP completo.
- HermesBuilder::Repairer com 4 handlers automáticos: set_engine_hermes,
  sync_captain_inbox_unit, set_default_typing_delay,
  set_default_response_delay.
- Endpoints novos: GET assistants, GET validate?slug=, POST repair.

Frontend:
- builder/Index.vue: wrapper com TabBar.
- builder/BuilderChat.vue: extraído do Index original.
- builder/BuilderVerification.vue: dropdown + Conferir agora + lista
  agrupada por categoria com badges + botão Refazer inline.

i18n: keys em pt_BR e en sob CAPTAIN_HERMES_BUILDER.VERIFY.*.

Filesystem/systemd checks ficam pro CLI hermes-validate (Rails container
não enxerga /root/.hermes/profiles do host).

Validado HTTP: GET /validate?slug=juliana_qnn1 → 28 PASS / 0 FAIL / 1 WARN.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-02 15:27:40 -03:00
Rodribm10
3182002bd9 feat(captain): engine column + DB-driven Hermes routing + Express pricing
Marca cada Captain::Assistant com engine ('captain_interno' | 'hermes')
e move o roteamento Hermes do env var pro banco — admin troca engine
re-apontando a inbox no painel, sem deploy. Mantém fallback pras env
vars antigas (CAPTAIN_HERMES_INBOX_IDS etc) durante a migração gradual,
pra não quebrar Valentina antes da re-associação.

Frontend: badge "Hermes" (âmbar) ou "Interno" (cinza) ao lado de cada
assistant no dropdown switcher e no card da listagem, com chaves i18n
em en + pt_BR.

Tabela de preço (pricing_tables.rb): adiciona unit Express (id=5) e
estende a estrutura pra aceitar preço por dia da semana
(mon_wed/thu_sun) — necessário pro Express, retrocompatível com Dolce
Amore (preço único).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-02 07:54:01 -03:00
Rodribm10
5f6aed05c9 fix(captain/hermes-builder): callback resolve session via last_session
Bug: Hermes nao propaga chat_id no metadata do callback. Callback
controller nao conseguia resolver qual session armazenar a resposta.
WARN "no session_key resolvable — ignorando" descartava todas as
respostas do Construtor.

Fix: HermesBuilder::Storage.remember_last_session() grava ultima
session por account quando admin chama /start ou /create. Callback
le essa key via last_session_for(account_id). MVP-safe pra 1 admin
por conta.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-01 22:53:43 -03:00
Rodribm10
041766b427 fix(captain/hermes-builder): namespace controller correto + botao iniciar
Bug: controller estava em enterprise/api/v1/accounts/captain/ com namespace
Enterprise:: — convencao Chatwoot eh enterprise/app/controllers/api/v1/...
direto, classe Api::V1::Accounts::Captain::HermesBuilderController. Sem
namespace Enterprise::. 404 acontecia porque rotas registravam Captain::
sem prefixo Enterprise::.

Move controller pro path correto. Remove diretorios vazios criados.

UX: adiciona endpoint POST /start que envia comando-gatilho oculto pro
Construtor comecar fluxo socratico — admin nao precisa digitar primeira
mensagem. Vue mostra empty state com botao "Iniciar criacao" em vez de
exigir mensagem inicial.

i18n keys novas: START + EMPTY_STATE atualizado em pt_BR + en.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-01 22:06:04 -03:00
Rodribm10
40fd0c8f50 feat(captain/hermes-builder): UI Vue + endpoints pra chat com Construtor
Tela "Construtor" no painel Captain (acessivel em sidebar pra admins) que
permite criar novo agente Hermes via chat guiado com agente Construtor
(profile Hermes separado).

Backend (admin scope):
- POST /api/v1/accounts/:id/captain/hermes_builder — manda mensagem do
  admin pro gateway do Construtor (Hermes na porta 8646)
- GET — retorna historico da sessao (Rails.cache, TTL 4h)
- DELETE /reset — limpa sessao
- POST /webhooks/captain/builder_callback — recebe respostas async do
  Construtor via plugin captain-http-callback do Hermes
- HermesBuilder::Storage (Rails.cache) — persiste msgs por session_key
  (account_id + user_id) com role/content/created_at
- HermesBuilder::Dispatcher — encaminha pro webhook do Construtor com
  HMAC opcional via ENV HERMES_BUILDER_WEBHOOK_SECRET

Frontend:
- Pagina Vue HermesBuilder/Index.vue — chat simples com:
  * Lista de mensagens com bubbles user/construtor
  * Indicador "digitando..." enquanto aguarda resposta
  * Input com Enter pra enviar / Shift+Enter pra nova linha
  * Polling 2s pra novas msgs
  * Botao Limpar conversa
- API client em api/captain/hermesBuilder.js
- Rota captain_hermes_builder_index (admin only)
- Item no sidebar Captain "Construtor (Hermes)"
- i18n keys CAPTAIN.HERMES_BUILDER em pt_BR + en

UX flow:
  Admin abre tela → digita "olá" → Construtor pergunta nome → admin
  responde → marca, persona, tabela (com opcao copiar de existente),
  regras, FAQs, identidade → resumo → confirmar → Construtor chama
  save_agent_spec → JSON salvo em /tmp/agent-specs/<slug>.json pra
  revisao posterior. NAO cria filesystem do profile nem registros DB
  (etapa SEPARADA, prox sessao).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-01 21:00:41 -03:00
Rodribm10
34d42dfbbd feat: remove Notificações Automáticas + ajusta assinatura WhatsApp
1. Captain — remove feature Notificações Automáticas (captain_notification_templates)
   Feature órfã: 0 registros em prod, substituída pela Jornada do Cliente
   (Lifecycle). Sem dependências fora dela própria. Removido:
   - Vue: routes/settings/captain/notifications/ + entry no captain.routes.js
   - Sidebar: item "Notifications" do Captain menu
   - Store: modules captainNotificationTemplates + import no store/index
   - API: api/captain/notificationTemplates.js
   - Controller: api/v1/accounts/captain/notification_templates_controller
   - Model: Captain::NotificationTemplate
   - Job: enterprise/app/jobs/captain/notifications/
   - Routes: resources :notification_templates no config/routes.rb
   - i18n: chaves CAPTAIN_SETTINGS.NOTIFICATIONS + SIDEBAR.CAPTAIN_NOTIFICATIONS
     em pt_BR e en (captain.json + settings.json)

   Tabela captain_notification_templates mantida (0 rows, sem consumidores).
   Se quiser drop, criar migration separada depois.

2. WhatsApp — tira colchetes do prefixo de assinatura
   Era: *[ Jasmine(PrimeAL) ]*\ncontent
   Agora: *Jasmine(PrimeAL)*\ncontent
   Afeta wuzapi_service (outgoing) + incoming_message_wuzapi_service (echo)

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-23 15:34:45 -03:00
Gabriel Jablonski
55c7c435bc
fix(pwa): decouple installability from DISPLAY_MANIFEST branding flag (#272)
DISPLAY_MANIFEST previously gated the entire PWA manifest link and
theme-color meta, so white-label installs that set the flag to false
to hide Chatwoot branding also lost the mobile "Install app" prompt.

Serve /manifest.json from a new dynamic controller that reflects
INSTALLATION_NAME, LOGO_THUMBNAIL and a new BRAND_COLOR config, and
keep the manifest link, theme-color and apple-mobile-web-app meta
emitted regardless of DISPLAY_MANIFEST. The flag now gates only the
Chatwoot-branded raster assets (favicons, apple-icon PNGs, ms-icon,
marketing meta description).
2026-04-22 14:33:38 -03:00
Rodribm10
cfffea9c16 feat(captain): semantic memory fixes + roleta + reclamações + analytics
Consolida o trabalho desta branch de abril/2026 em um bloco pronto pra
testar em staging antes do merge pra main.

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

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

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

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

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

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

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-21 15:36:25 -03:00
Rodribm10
8444209952 fix(captain-memory): always authorize index even when list is empty 2026-04-19 01:43:57 -03:00
Rodribm10
f7d4c41d07 feat(captain-memory): add MemoriesController with index/update/destroy/bulk_destroy 2026-04-19 01:41:09 -03:00
gabrieljablonski
112385fd9e Merge branch 'main' into chore/merge-4.13.0
Resolves 26 conflicts via manual review. Key decisions:

- signature: kept fork's send-time architecture (PR #79), discarded upstream's
  editor-manipulation functions
- WhatsApp incoming: combined fork's two-layer locking (source_id + contact
  phone) with upstream's blocked-contact drop. Fixed pre-existing regression
  where echoes were silently dropped
- InstallationConfig: upstream's simplified coder (validated against legacy
  YAML-in-jsonb data)
- schema.rb: regenerated, stripped kanban tables from other branches,
  restored f_unaccent SQL function
2026-04-17 16:23:47 -03:00
Rodribm10
0b195781c5 feat(lifecycle): REST endpoint for lifecycle deliveries audit log 2026-04-15 10:29:24 -03:00
Rodribm10
8690a49971 feat(lifecycle): REST endpoint for lifecycle config singleton 2026-04-15 10:23:42 -03:00
Rodribm10
7c17a7cb96 feat(lifecycle): REST endpoint for lifecycle rules CRUD
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-15 10:17:59 -03:00
Rodribm10
cb67a1063d fix(lifecycle): move stub controllers from non-enterprise to enterprise path
Os stubs de lifecycle criados na task anterior estavam em app/controllers/
causando futura colisão de redefinição de classe quando os controllers reais
forem implementados em enterprise/app/controllers/ (tasks 4-6). Move os 3
stubs para o enterprise path onde vivem todos os controllers Captain.

Routing spec: 7 examples, 0 failures

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-15 10:13:33 -03:00
Shivam Mishra
e5107604a0
feat: account enrichment using context.dev [UPM-27] (#13978)
## Account branding enrichment during signup

This PR does the following

### Replace Firecrawl with Context.dev

Switches the enterprise brand lookup from Firecrawl to Context.dev for
better data quality, built-in caching, and automatic filtering of
free/disposable email providers. The service interface changes from URL
to email input to match Context.dev's email endpoint. OSS still falls
back to basic HTML scraping with a normalized output shape across both
paths.

The enterprise path intentionally does not fall back to HTML scraping on
failure — speed matters more than completeness. We want the user on the
editable onboarding form fast, and a slow fallback scrape is worse than
letting them fill it in.

Requires `CONTEXT_DEV_API_KEY` in Super Admin → App Config. Without it,
falls back to OSS HTML scraping.

### Add job to enrich account details

After account creation, `Account::BrandingEnrichmentJob` looks up the
signup email and pre-fills the account name, colors, logos, social
links, and industry into `custom_attributes['brand_info']`.

The job signals completion via a short-lived Redis key (30s TTL) + an
ActionCable broadcast (`account.enrichment_completed`). The Redis key
lets the frontend distinguish "still running" from "finished with no
results."
2026-04-08 11:16:52 +05:30
Tanmay Deep Sharma
6f5ad8f372
fix: strip manually_managed_features from params in super admin account create (#13983)
## Summary

When a Super Admin creates a new account via the Administrate dashboard,
the `manually_managed_features` field (a virtual attribute stored in
`internal_attributes` JSON) is passed to `Account.new(...)`, raising
`ActiveModel::UnknownAttributeError`. The existing `update` action
already strips this param — this fix adds the same handling to `create`.

Closes -> https://linear.app/chatwoot/issue/INF-66
Related Sentry ->
https://chatwoot-p3.sentry.io/issues/7168237533/?project=6382945&referrer=Linear

## Type of change

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

## How to reproduce

1. Log in as Super Admin
2. Navigate to Accounts → New
3. Fill in the form (with or without manually managed features selected)
4. Submit → `ActiveModel::UnknownAttributeError: unknown attribute
'manually_managed_features' for Account`

## What changed

- Added a `create` override in
`Enterprise::SuperAdmin::AccountsController` that strips
`manually_managed_features` from params before calling `super`, then
persists them via `InternalAttributesService` after the account is
saved.
2026-04-02 19:58:43 +05:30
Aakash Bakhle
8daf6cf6cb
feat: captain custom tools v1 (#13890)
# Pull Request Template

## Description

Adds custom tool support to v1

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


## 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.

<img width="1816" height="958" alt="CleanShot 2026-03-24 at 11 37 33@2x"
src="https://github.com/user-attachments/assets/2777a953-8b65-4a2d-88ec-39f395b3fb47"
/>

<img width="378" height="488" alt="CleanShot 2026-03-24 at 11 38 18@2x"
src="https://github.com/user-attachments/assets/f6973c99-efd0-40e4-90fe-4472a2f63cea"
/>

<img width="1884" height="1452" alt="CleanShot 2026-03-24 at 11 38
32@2x"
src="https://github.com/user-attachments/assets/9fba4fc4-0c33-46da-888a-52ec6bad6130"
/>



## Checklist:

- [x] 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: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2026-04-02 12:40:11 +05:30
Sivin Varghese
4517c50227
feat: support bulk select and delete for documents (#13907) 2026-03-26 19:48:12 +05:30
Aakash Bakhle
14df7b3bc1
fix: ai-assist 404 on CE (#13891)
# Pull Request Template

## Description

Relocate controller from enterprise/ to app/ and add
Api::V1::Accounts::Captain::TasksController.prepend_mod_with for EE
overrides.

Fixes: Ai assist giving 404 on CE

## Type of change

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

## 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.

before:
<img width="482" height="130" alt="image"
src="https://github.com/user-attachments/assets/f51dc28a-ac54-45c4-9015-6f956fdf5057"
/>

after:
<img width="458" height="182" alt="image"
src="https://github.com/user-attachments/assets/eb86a679-5482-4157-9f4e-f3e9953d8649"
/>


## Checklist:

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

Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2026-03-24 16:58:11 +05:30
Aakash Bakhle
290dd3abf5
feat: allow captain to access contact attributes (#13850)
# Pull Request Template

## Description

Captain v1 does not have access to contact attributes. Added a toggle to
let user choose if they want contact information available to Captain.

## Type of change

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

## 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.

Specs and locally
<img width="1924" height="740" alt="CleanShot 2026-03-19 at 18 48 19@2x"
src="https://github.com/user-attachments/assets/353cfeaa-cd58-40eb-89e7-d660a1dc1185"
/>

![Uploading CleanShot 2026-03-19 at 18.53.26@2x.png…]()


## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [x] Any dependent changes have been merged and published in downstream
modules
2026-03-20 16:15:06 +05:30
gabrieljablonski
8fcef79847 Merge branch 'chatwoot/develop' into chore/merge-upstream-4.12.0 2026-03-20 00:27:45 -03:00
gabrieljablonski
d3ce2a4cf9 Merge branch 'main' into chore/merge-upstream-4.12.0 2026-03-19 23:24:55 -03:00
Shivam Mishra
550b408656
fix: restrict existing user sign-in to account members (#13793)
SAML sign-in now only links an existing user when that user already
belongs to the account that initiated SSO. New users can still be
created for SAML-enabled accounts, and invited members can continue to
sign in through their IdP, but SAML will no longer auto-attach an
unrelated existing user record during login.

**What changed**
- Added an account-membership check before SAML reuses an existing user
by email.
- Kept first-time SAML user creation unchanged for valid new users.
- Added builder and request specs covering the allowed and rejected
login paths.
2026-03-13 12:22:25 +05:30
Aakash Bakhle
87f5af4caa
fix: playground captain v2 scenarios (#13747)
# Pull Request Template

## Description

Playground now uses v2. It was only wired to use v1. Traces get `source:
playground` on langfuse when playground has been used.

## Type of change

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

## 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.

locally and specs
<img width="1806" height="1276" alt="image"
src="https://github.com/user-attachments/assets/41ef4eb3-52b1-4b8e-9a4f-e8510c90cb39"
/>


## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [x] Any dependent changes have been merged and published in downstream
modules
2026-03-11 14:05:16 +05:30
Rodrigo Borba
84fff38d94 refactor: move notification templates de units para inboxes
- Arquitetura corrigida: templates agora pertencem à inbox (WhatsApp),
  não à unidade PIX (que é uma config financeira, não de mensagens)
- Migration: troca FK captain_unit_id -> inbox_id (up/down explícito)
- Model: belongs_to :inbox; scope for_inbox
- Controller: escopo via account.inboxes.find(inbox_id)
- Rotas: move de captain/units/:id → inboxes/:id/notification_templates
- Scanner job: joins(:conversation).where(conversations: {inbox_id:})
- UI: página /captain/notifications com seletor de inbox no topo
  (chips clicáveis, templates carregam por watch no selectedInboxId)
- i18n PT/EN: novas keys INBOX_LABEL, SELECT_INBOX_HINT, EMPTY
2026-03-01 22:17:27 -03:00
Rodrigo Borba
44908f32d1 feat: sistema de notificações de reserva com templates configuráveis
- Adiciona check_in_at/duration_hours ao schema do tool CreateReservationIntent
  para que a IA capture o horário EXATO de chegada informado pelo cliente
- Cria captain_notification_templates: label, content, timing_minutes,
  timing_direction (before/after), active, position
- Implementa SendNotificationService com interpolação de variáveis
  (guest_name, check_in_time, check_out_time, suite_name, unit_name)
- Implementa NotificationScannerJob (Sidekiq-cron a cada 5min) com
  janela de tolerância de ±5min e idempotência via metadata JSONB
- API REST: /captain/units/:unit_id/notification_templates (CRUD)
- Store Vuex captainNotificationTemplates + API client
- UI: página de gestão de templates com editor inline e botão '+'
- Configura rota captain_settings_notifications
- i18n PT/EN para todas as strings novas
- Rubocop e ESLint: zero offenses
2026-03-01 21:53:11 -03:00
Rodrigo Borba
7108bb135e feat(captain): permite criacao manual de reserva via painel e conversa 2026-03-01 03:07:44 -03:00
Rodrigo Borba
c1b8534ea7 feat: Adiciona prompt orquestrador configurável para assistentes Captain com editor UI. 2026-02-27 11:57:59 -03:00
Rodrigo Borba
c022f4ce5d feat(units): allow one Pix unit to link to multiple inboxes (N:N) 2026-02-26 21:33:23 -03:00
Rodrigo Borba
0e7dc282c4 chore(style): fix rubocop offenses and update typing indicators 2026-02-25 15:06:58 -03:00
Sojan Jose
2ab117e8eb
feat(cloud-billing): cancel subscriptions at period end on deletion mark (#13580)
## How to reproduce
In Chatwoot Cloud, mark an account for deletion from account settings
while the account has an active Stripe subscription. Before this change,
deletion marking did not explicitly mark subscriptions to stop renewing
at period end.

## What changed
This PR adds `Enterprise::Billing::CancelCloudSubscriptionsService` and
calls it from the delete action path in
`Enterprise::Api::V1::AccountsController`. The service lists only active
Stripe subscriptions for the customer and sets `cancel_at_period_end:
true` when needed. The account deletion schedule remains unchanged
(existing static 7-day behavior), and Stripe deleted-event fallback
behavior remains unchanged.

## How this was tested
Added and updated specs:
-
`spec/enterprise/services/enterprise/billing/cancel_cloud_subscriptions_service_spec.rb`
-
`spec/enterprise/controllers/enterprise/api/v1/accounts_controller_spec.rb`

Executed:
- `bundle exec rspec
spec/enterprise/services/enterprise/billing/cancel_cloud_subscriptions_service_spec.rb`
- `bundle exec rspec
spec/enterprise/controllers/enterprise/api/v1/accounts_controller_spec.rb:363`
2026-02-19 11:40:06 +05:30
gabrieljablonski
9a4c5058f3 Merge branch 'main' into chore/merge-upstream-4.11.0 2026-02-17 23:05:26 -03:00
Muhsin Keloth
04b2901e1f
feat: Conversation workflows(EE) (#13040)
We are expanding Chatwoot’s automation capabilities by
introducing **Conversation Workflows**, a dedicated section in settings
where teams can configure rules that govern how conversations are closed
and what information agents must fill before resolving. This feature
helps teams enforce data consistency, collect structured resolution
information, and ensure downstream reporting is accurate.

Instead of having auto‑resolution buried inside Account Settings, we
introduced a new sidebar item:
- Auto‑resolve conversations (existing behaviour)
- Required attributes on resolution (new)

This groups all conversation‑closing logic into a single place.

#### Required Attributes on Resolve

Admins can now pick which custom conversation attributes must be filled
before an agent can resolve a conversation.

**How it works**

- Admin selects one or more attributes from the list of existing
conversation level custom attributes.
- These selected attributes become mandatory during resolution.
- List all the attributes configured via Required Attributes (Text,
Number, Link, Date, List, Checkbox)
- When an agent clicks Resolve Conversation:
If attributes already have values → the conversation resolves normally.
If attributes are missing → a modal appears prompting the agent to fill
them.

<img width="1554" height="1282" alt="CleanShot 2025-12-10 at 11 42
23@2x"
src="https://github.com/user-attachments/assets/4cd5d6e1-abe8-4999-accd-d4a08913b373"
/>


#### Custom Attributes Integration

On the Custom Attributes page, we will surfaced indicators showing how
each attribute is being used.

Each attribute will show badges such as:

- Resolution → used in the required‑on‑resolve workflow

- Pre‑chat form → already existing

<img width="2390" height="1822" alt="CleanShot 2025-12-10 at 11 43
42@2x"
src="https://github.com/user-attachments/assets/b92a6eb7-7f6c-40e6-bf23-6a5310f2d9c5"
/>


#### Admin Flow

- Navigate to Settings → Conversation Workflows.
- Under Required attributes on resolve, click Add Required Attribute.
- Pick from the dropdown list of conversation attributes.
- Save changes.

Agents will now be prompted automatically whenever they resolve.

<img width="2434" height="872" alt="CleanShot 2025-12-10 at 11 44 42@2x"
src="https://github.com/user-attachments/assets/632fc0e5-767c-4a1c-8cf4-ffe3d058d319"
/>



#### NOTES
- The Required Attributes on Resolve modal should only appear when
values are missing.
- Required attributes must block the resolution action until satisfied.
- Bulk‑resolve actions should follow the same rules — any conversation
missing attributes cannot be bulk‑resolved, rest will be resolved, show
a notification that the resolution cannot be done.
- API resolution does not respect the attributes.

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
2026-01-27 11:36:20 +04:00
Shivam Mishra
6a482926b4
feat: new Captain Editor (#13235)
Co-authored-by: Aakash Bakhle <48802744+aakashb95@users.noreply.github.com>
Co-authored-by: Vishnu Narayanan <iamwishnu@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: aakashb95 <aakashbakhle@gmail.com>
2026-01-21 13:39:07 +05:30
gabrieljablonski
6ab1898992 Merge branch 'main' into chore/merge-upstream-4.10 2026-01-16 14:01:53 -03:00
Pranav
a8b302d4cd
feat(ee): Review Notes for CSAT Reports (#13289)
CSAT scores are helpful, but on their own they rarely tell the full
story. A drop in rating can come from delayed timelines, unclear
expectations, or simple misunderstandings, even when the issue itself
was handled correctly.

Review Notes for CSAT let admins/report manager roles add internal-only
context next to each CSAT response. This makes it easier to interpret
scores properly and focus on patterns and root causes, not just numbers.


<img width="2170" height="1680" alt="image"
src="https://github.com/user-attachments/assets/56df7fab-d0a7-4a94-95b9-e4c459ad33d5"
/>


### Why this matters

* Capture the real context behind individual CSAT ratings
* Clarify whether a low score points to a genuine service issue or a
process gap
* Spot recurring themes across conversations and teams
* Make CSAT reviews more useful for leadership reviews and
retrospectives

### How Review Notes work

**View CSAT responses**
Open the CSAT report to see overall metrics, rating distribution, and
individual responses.

**Add a Review Note**
For any CSAT entry, managers can add a Review Note directly below the
customer’s feedback.

**Document internal insights**
Use Review Notes to capture things like:

* Why a score was lower or higher than expected
* Patterns you are seeing across similar cases
* Observations around communication, timelines, or customer expectations

Review Notes are visible only to administrators and people with report
access only. We may expand visibility to agents in the future based on
feedback. However, customers never see them.

Each note clearly shows who added it and when, making it easy to review
context and changes over time.
2026-01-15 19:53:57 -08:00
Vinay Keerthi
005a22fd69
feat: Add sorting by contacts count to companies list (#13012)
## Description

Adds the ability to sort companies by the number of contacts they have
(contacts_count) in ascending or descending order. This is part of the
Chatwoot 5.0 release requirements for the companies feature.

The implementation uses a scope-based approach consistent with other
sorting implementations in the codebase (e.g., contacts sorting by
last_activity_at).

## Type of change

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

## Available Sorting Options

After this change, the Companies API supports the following sorting
options:

| Sort Field | Type | Ascending | Descending |
|------------|------|-----------|------------|
| `name` | string | `?sort=name` | `?sort=-name` |
| `domain` | string | `?sort=domain` | `?sort=-domain` |
| `created_at` | datetime | `?sort=created_at` | `?sort=-created_at` |
| `contacts_count` | integer (scope) | `?sort=contacts_count` |
`?sort=-contacts_count` |

**Note:** Prefix with `-` for descending order. Companies with NULL
contacts_count will appear last (NULLS LAST).

## CURL Examples

**Sort by contacts count (ascending):**
```bash
curl -X GET 'https://app.chatwoot.com/api/v1/accounts/{account_id}/companies?sort=contacts_count' \
  -H 'api_access_token: YOUR_API_TOKEN'
```

**Sort by contacts count (descending):**
```bash
curl -X GET 'https://app.chatwoot.com/api/v1/accounts/{account_id}/companies?sort=-contacts_count' \
  -H 'api_access_token: YOUR_API_TOKEN'
```

**Sort by name (ascending):**
```bash
curl -X GET 'https://app.chatwoot.com/api/v1/accounts/{account_id}/companies?sort=name' \
  -H 'api_access_token: YOUR_API_TOKEN'
```

**Sort by created_at (descending):**
```bash
curl -X GET 'https://app.chatwoot.com/api/v1/accounts/{account_id}/companies?sort=-created_at' \
  -H 'api_access_token: YOUR_API_TOKEN'
```

**With pagination:**
```bash
curl -X GET 'https://app.chatwoot.com/api/v1/accounts/{account_id}/companies?sort=-contacts_count&page=2' \
  -H 'api_access_token: YOUR_API_TOKEN'
```

## How Has This Been Tested?

- Added RSpec tests for both ascending and descending sort
- All 24 existing specs pass
- Manually tested the sorting functionality with test data

**Test configuration:**
- Ruby 3.4.4
- Rails 7.1.5.2
- PostgreSQL (test database)

**To reproduce:**
1. Run `bundle exec rspec
spec/enterprise/controllers/api/v1/accounts/companies_controller_spec.rb`
2. All tests should pass (24 examples, 0 failures)

## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] My changes generate no new warnings
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes

## Technical Details

**Backend changes:**
- Controller: Added `sort_on :contacts_count` with scope-based sorting
- Model: Added `order_on_contacts_count` scope using
`Arel::Nodes::SqlLiteral` and `sanitize_sql_for_order` with `NULLS LAST`
for consistent NULL handling
- Specs: Added 2 new tests for ascending/descending sort validation

**Files changed:**
- `enterprise/app/controllers/api/v1/accounts/companies_controller.rb`
- `enterprise/app/models/company.rb`
-
`spec/enterprise/controllers/api/v1/accounts/companies_controller_spec.rb`

**Note:** This PR only includes the backend implementation. Frontend
changes (sort menu UI + i18n) will follow in a separate commit.

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
2026-01-09 15:20:08 -08:00
Pranav
837026c146
feat: Use amplitude for Cloud Analytics (#13217)
Migrates our analytics integration on Cloud from PostHog to Amplitude.
This change updates the core AnalyticsHelper class to use the Amplitude
SDK while maintaining the same tracking interface. Rest of all existing
analytics calls throughout the codebase continue to work without
modification.

**Changes:**
- Replace PostHog analytics with Amplitude SDK
- Rename ANALYTICS_TOKEN to CLOUD_ANALYTICS_TOKEN for clarity
- Fix bug in page() method signature that was causing malformed payloads
2026-01-09 09:32:09 -08:00
gabrieljablonski
549214e96d Merge branch main into chore/merge-upstream 2025-12-20 12:44:31 -03:00
Sojan Jose
d2ba9a2ad3
feat(enterprise): add voice conference API (#13064)
The backend APIs for the voice call channel 
ref: #11602
2025-12-15 15:11:59 -08:00
Aakash Bakhle
1de8d3e56d
feat: legacy features to ruby llm (#12994) 2025-12-11 14:17:28 +05:30
Muhsin Keloth
20fa5eeaa5
fix: Prevent SLA deletion timeouts by moving to async job (#12944)
This PR fixes the HTTP 500 timeout errors occurring when deleting SLA
policies that have large volumes of historical data.
The fix moves the deletion workflow to asynchronous background
processing using the existing `DeleteObjectJob`.
By offloading heavy cascaded deletions (applied SLAs, SLA events,
conversation nullifications) from the request cycle, the API can now
return immediately while the cleanup continues in the background
avoiding the `Rack::Timeout::RequestTimeoutException`. This ensures that
SLA policies can be deleted reliably, regardless of data size.


### Problem
Deleting an SLA policy via `DELETE
/api/v1/accounts/{account_id}/sla_policies/{id}` fails consistently with
`Rack::Timeout::RequestTimeoutException (15s)` for policies with large
amounts of related data.

Because the current implementation performs all dependent deletions
**synchronously**, Rails processes:

- `has_many :applied_slas, dependent: :destroy` (thousands)
- Each `AppliedSla#destroy` → triggers destruction of many `SlaEvent`
records
- `has_many :conversations, dependent: :nullify` (thousands)

This processing far exceeds the Rack timeout window and consistently
triggers HTTP 500 errors for users.

### Solution

This PR applies the same pattern used successfully in Inbox deletion.

**Move deletion to async background jobs**

- Uses `DeleteObjectJob` for centralized, reliable cleanup.
- Allows the DELETE API call to respond immediately.

**Chunk large datasets**

- Records are processed in **batches of 5,000** to reduce DB load and
avoid job timeouts.
2025-12-10 12:28:47 +05:30
Tanmay Deep Sharma
eb759255d8
perf: update the logic to purchase credits (#12998)
## Description

- Replaces Stripe Checkout session flow with direct card charging for AI
credit top-ups
- Adds a two-step confirmation modal (select package → confirm purchase)
for better UX
- Creates Stripe invoice directly and charges the customer's default
payment method immediately

## Type of change

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

## How Has This Been Tested?

- Using the specs
- UI manual test cases

<img width="945" height="580" alt="image"
src="https://github.com/user-attachments/assets/52bdad46-cd0e-4927-b13f-54c6b6353bcc"
/>

<img width="945" height="580" alt="image"
src="https://github.com/user-attachments/assets/231bc7e9-41ac-440d-a93d-cba45a4d3e3e"
/>


## 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: Shivam Mishra <scm.mymail@gmail.com>
2025-12-08 10:52:17 +05:30
Tanmay Deep Sharma
b269cca0bf
feat: Add AI credit topup flow for Stripe (#12988)
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
2025-12-02 17:53:44 -08:00
Sojan Jose
48627da0f9
feat: outbound voice call essentials (#12782)
- Enables outbound voice calls in voice channel . We are only caring
about wiring the logic to trigger outgoing calls to the call button
introduced in previous PRs. We will connect it to call component in
subsequent PRs

ref: #11602 

## Screens

<img width="2304" height="1202" alt="image"
src="https://github.com/user-attachments/assets/b91543a8-8d4e-4229-bd80-9727b42c7b0f"
/>

<img width="2304" height="1200" alt="image"
src="https://github.com/user-attachments/assets/1a1dad2a-8cb2-4aa2-9702-c062416556a7"
/>

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Vishnu Narayanan <vishnu@chatwoot.com>
2025-11-24 17:47:00 -08:00