Commit Graph

6103 Commits

Author SHA1 Message Date
gabrieljablonski
d154edf8ea feat: add utility analyzer messages for improved classification 2026-03-19 23:59:18 -03:00
gabrieljablonski
d3ce2a4cf9 Merge branch 'main' into chore/merge-upstream-4.12.0 2026-03-19 23:24:55 -03:00
Cayo P. R. Oliveira
c6bfd1eed3
feat: schedule messages recurrence (#240)
* feat(scheduled-messages): add recurring scheduled messages

Implements the recurring scheduled messages feature allowing agents to
configure recurrence rules when scheduling messages, with automatic
creation of subsequent scheduled messages after each send.

Backend:
- RecurringScheduledMessage model with JSONB recurrence_rule validation
- RecurrenceCalculatorService for next occurrence date calculation
- RecurrenceDescriptionService for human-readable rule descriptions
- CreateNextOccurrenceService for auto-creating child ScheduledMessages
- RecurringScheduledMessagesController with CRUD operations
- RecurringScheduledMessagePolicy for authorization
- Modified SendScheduledMessageJob to handle recurrence after send
- Updated due_for_sending scope to exclude resolved conversations
- ActionCable events for real-time updates
- Activity message i18n (en + pt-BR)

Frontend:
- RecurrenceDropdown.vue with contextual shortcut options
- RecurrenceCustomModal.vue for custom recurrence configuration
- RecurringScheduledMessageItem.vue for sidebar display
- Integration into ScheduledMessageModal.vue
- Updated ScheduledMessages.vue with recurrence section and filtering
- Vuex store module for recurring scheduled messages
- API client for CRUD operations
- WebSocket handlers in actionCable.js
- recurrenceHelpers.js utility functions
- i18n keys for en and pt-BR

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* fix(recurring-messages): fix creation and edit visibility

- Fix API payload key mismatch (snake_case vs camelCase) in modal submit
- Add status: 'active' to recurring creation payload
- Fix strong params to permit recurrence_rule array fields (week_days)
- Cast string values from strong params to integers for JSONB validation
- Show RecurrenceDropdown when editing (remove isEditing gate)
- Populate recurrenceRule from scheduled message's recurring parent
- Include recurring_scheduled_message_id and recurrence_rule in
  scheduled message jbuilder response

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* fix(recurring-messages): fix dropdown toggle and locale tag errors

- Use DropdownItem :click prop instead of @click to use the injected
  closeMenu from DropdownContainer context (default slot doesn't
  expose toggle)
- Normalize locale from pt_BR to pt-BR for Intl.DateTimeFormat
  compatibility in RecurringScheduledMessageItem

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat(recurring-messages): add separator line and expandable history

- Add border separator between recurring messages section and
  pending/draft messages, matching the history section separator
- Replace static 'N enviadas' counter with clickable toggle that
  expands to show individual sent/failed child messages with
  status badges and formatted timestamps

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat(recurring-messages): add click-to-navigate on sent children

Make sent child messages in recurring message history clickable.
Clicking navigates to the actual message in the conversation using
the messageId query param, same pattern as ScheduledMessageItem.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat(recurring-messages): allow editing recurring messages

- Add edit button to RecurringScheduledMessageItem (active only)
- Transform recurring message into scheduledMessage-compatible shape
  with recurring_scheduled_message_id set, so the modal reuses
  the existing update path
- Handle edge case of removing recurrence from a recurring message
  (cancels series without trying to update a non-existent standalone)
- Sent history is preserved by the backend update action

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* fix(recurring-messages): show recurrence field without date selection

Remove v-if="scheduledDate" gate so the recurrence dropdown is
always visible in the modal. Falls back to today's date for
contextual shortcut labels when no date is selected yet.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* fix(recurring-messages): ensure recurrence visible on edit and add pending_scheduled_message to API

- Add pending_scheduled_message to recurring_scheduled_message jbuilder
  so REST API data matches WebSocket push_event_data
- Add fallback in openEditRecurringModal to find pending child from
  scheduled_messages array when pending_scheduled_message is absent
- Add same fallback in nextSendLabel computed

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* fix(scheduled-messages): add sections for Drafts and Pending messages in the UI

* refactor(scheduled-messages): merge RecurringScheduledMessageItem into ScheduledMessageItem

Consolidate the recurring message card into the existing
ScheduledMessageItem component instead of maintaining a separate
component. The unified component detects recurring messages via
recurrence_rule and conditionally shows:
- Recurrence description header with repeat icon
- Next send time label
- Expandable sent/failed children history with click-to-navigate
- Stop button (replaces delete) with confirmation modal
- Active/completed/cancelled status badges

Delete the now-unused RecurringScheduledMessageItem.vue.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* fix(scheduled-messages): use blue badge for active, keep green for sent

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* fix(scheduled-messages): remove draft and pending sections from UI and update recurrence title

* fix(recurring-messages): use Teleport for recurrence dropdown

Replace DropdownContainer with Teleport-based floating dropdown so
options render outside the modal. Fixes:
- Dropdown no longer enlarges the modal or causes scrolling
- Dropdown closes before Custom modal opens (no overlap)
- Auto-detects available space and opens above/below trigger

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* fix(recurring-messages): recalculate next date when recurrence rule changes

When editing a recurring message and changing the recurrence rule,
the pending occurrence date is now validated against the new rule.
If the user-provided date doesn't match (e.g. Thursday removed from
weekly days), the system computes the next valid date using
RecurrenceCalculatorService instead of blindly using the old date.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* fix(scheduled-messages): resolve deprecated onClose and disabled type warnings

- Replace :on-close prop with @close event on woot-modal components
- Cast hasTemplate computed to boolean to fix disabled prop type check

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* fix(scheduled-messages): replace remaining deprecated on-close props

- ScheduledMessages.vue delete confirm modal
- RecurrenceCustomModal.vue modal

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* fix(recurring-messages): address review feedback on PR #240

- Fix v-if/v-else bug hiding message list behind resolved warning
- Fix occurrences_sent incrementing on failed sends (skip_increment flag)
- Fix compute_next_valid_date using .min instead of .max
- Fix Vuex delete action to update state on cancel (not remove)
- Use atomic update_counters for occurrences_sent increment
- Add safe Date.iso8601 parsing with rescue in should_complete?
- Add null: false to occurrences_sent migration column
- Fix pt-BR accent: Recorrencia → Recorrências
- Use I18n.with_locale(account.locale) for all activity messages
- Fix N+1 in jbuilder partials (Ruby filtering + eager loading)
- Add interval >= 1 validation to RecurrenceCustomModal isValid
- Validate recurrence_rule presence when status is active
- Add ISO8601 date format validation for end_date
- Add unknown_agent i18n key for fallback

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* fix(recurring-messages): wrap create/update in transactions, clean pending on deactivation

- Wrap create and update flows in ActiveRecord transactions
- Move attachment purge after save! to prevent data loss on validation failure
- Destroy pending children when status transitions to non-active
- Fixes critical bug where stopping recurrence could leave armed pending messages

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* fix(recurring-messages): prevent monthly/yearly day-of-month drift

Store the original intended day in recurrence_rule JSONB as month_day
(for monthly) and year_day/year_month (for yearly). The calculator
now uses these stored values instead of @last_date.day, preventing
drift after short months cap the day (e.g., Jan 31 → Feb 28 → all
subsequent months stuck on 28).

Backend:
- RecurrenceCalculatorService: use rule[:month_day] for monthly and
  rule[:year_day]/rule[:year_month] for yearly calculations
- Controller: permit and cast the new integer keys

Frontend:
- recurrenceHelpers: yearly shortcuts include year_day/year_month
- RecurrenceCustomModal: emit month_day for monthly day_of_month
  rules and year_day/year_month for yearly rules

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* fix(recurring-messages): i18n description services, align due_for_sending scope

Backend:
- RecurrenceDescriptionService: replace hardcoded English with I18n.t()
  calls; accept locale parameter and use I18n.with_locale
- RecurringScheduledMessage model: pass account locale to description service
- ScheduledMessage: align due_for_sending? instance method with scope by
  checking conversation status (open/pending)

Frontend:
- buildRecurrenceDescription: use t() i18n function instead of manual
  isPt locale branching
- Add DESCRIPTION i18n keys to en/conversation.json and pt_BR/conversation.json
- Update RecurrenceDropdown and ScheduledMessageItem callers to pass t

i18n:
- Add recurring_scheduled_messages.description.* keys to en.yml and pt_BR.yml

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* fix(recurring-messages): keep pending child when deactivating recurrence

When editing a recurring message to disable recurrence while setting a
future send date, the pending child message is now preserved instead of
being destroyed. This allows a 'final send' without creating new
recurrences (the send job already guards with recurring&.active?).

Backend:
- Add update_pending_on_deactivation: updates pending child's
  scheduled_at or creates a final pending occurrence
- Replace destroy_all in update's non-active branch

Frontend:
- activeRecurringMessages now includes non-active recurring messages
  that still have a pending child (pending_scheduled_message)
- Stop button hidden for already-cancelled recurring messages
- inactiveRecurringMessages excludes messages with pending children

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* fix(recurring-messages): prevent removing recurrence from existing recurring message

Once a scheduled message has recurrence, the 'Does not repeat' option is
hidden from the RecurrenceDropdown when editing. This avoids edge cases
where deactivating recurrence leaves the message in an ambiguous display
state.

- RecurrenceDropdown: add hideNoRepeat prop, filter NO_REPEAT from shortcuts
- ScheduledMessageModal: pass hideNoRepeat when isEditingRecurring
- Revert update_pending_on_deactivation (no longer reachable from UI)

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* fix(recurring-messages): address CodeRabbit review feedback

- ScheduledMessage#push_event_data: expose recurring_scheduled_message_id
  in ActionCable payloads so frontend correctly classifies children
- RecurringScheduledMessagePolicy: add agent_bot? check for parity with
  ScheduledMessagePolicy
- RecurrenceCalculatorService: guard against nil/empty week_days
- Factory: bind inbox and account to conversation to prevent cross-account
  flakiness in specs

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* fix(recurring-messages): update schema to enforce non-null constraint on occurrences_sent

---------

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
Co-authored-by: gabrieljablonski <contact@gabrieljablonski.com>
2026-03-19 22:51:14 -03:00
Cayo P. R. Oliveira
8ffdc16faf
fix(schedule): enhance attachment handling in scheduled message modal (#239)
* fix(schedule): enhance attachment handling in scheduled message modal

* fix(schedule): enable attachment removal in scheduled message updates
2026-03-19 22:45:21 -03:00
Cayo P. R. Oliveira
a06354c6b2
feat: scheduled message shortcuts (#238)
* feat(scheduled-messages): add predefined time shortcuts for scheduling

Replace the manual date/time picker with predefined day and time period
chip selectors for faster message scheduling.

Day shortcuts: Today, Tomorrow, This weekend (Sat), Next week (Mon),
Next weekend (next Sat), Next month (1st), Custom (date picker fallback).

Time period shortcuts: Morning (8:00), Afternoon (13:00), Evening (18:00).

Each day chip shows the corresponding date (dd/MM) in secondary color.
Past time periods for 'Today' are automatically disabled.
The existing date picker is preserved as the 'Custom' option.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* refactor(scheduled-messages): use dropdown selectors and remove header

Replace chip/button selectors with native <select> dropdowns for day
and time period selection. Remove the 'Date and time to send' header
from the modal since the dropdown labels serve as placeholders.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* fix(scheduled-messages): close datepicker on confirm and click-outside

Removed manual open/close state management and @click.stop that was
blocking click-outside detection. Added confirm prop so the picker
has an explicit OK button and auto-closes properly.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* fix(scheduled-messages): initialize custom mode when editing existing schedule

When editing a scheduled message, the ScheduleDateShortcuts component
now detects the pre-existing datetime and opens in Custom mode with
the datepicker pre-filled, preserving the original date and time.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* fix(scheduled-messages): use locale-aware date format in shortcuts

Replace hardcoded dd/MM format with Intl.DateTimeFormat using
navigator.language, matching the existing locale-aware pattern
in DatePickerHelper.js. Removes unused date-fns format import.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* fix(scheduled-messages): use app locale for date formatting

Replace navigator.language with the i18n app locale for shortcut date
labels and datepicker calendar. Add getDatePickerLang helper that
generates locale-aware day/month names via Intl.DateTimeFormat.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* fix(scheduled-messages): normalize locale tag to BCP 47 format

Chatwoot uses underscore locale tags (pt_BR) but Intl.DateTimeFormat
requires BCP 47 hyphens (pt-BR). Add toBcp47 normalizer to prevent
RangeError: invalid language tag.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* fix(scheduled-messages): locale-aware time period display

Add formatHour helper using Intl.DateTimeFormat so time periods
show 8:00/13:00/18:00 in pt-BR and 8:00 AM/1:00 PM/6:00 PM in en.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* test(scheduled-messages): add unit tests for scheduleDateShortcutHelpers

Cover getShortcutDate (weekday/Saturday/Sunday edge cases),
applyTimePeriod, isTimePeriodPast, formatShortDate, formatHour,
getDatePickerLang, and getDayShortcutOptions including locale
normalization for underscore tags like pt_BR.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* fix(scheduled-messages): sync customDateTime when modelValue changes in custom mode

Keep DatePicker in sync when the parent changes modelValue while
already in Custom mode (e.g. switching between scheduled messages).

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* fix(scheduled-messages): add aria-labels to schedule dropdown selects

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* fix(scheduled-messages): use empty string instead of null for dateTimeError

Avoids Vue prop validation warning since ScheduleDateShortcuts
declares dateTimeError as a String prop.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* refactor(scheduled-messages): simplify to 3 fixed schedule shortcuts

Replace two dropdown selectors (6 day options × 3 time periods) with
3 pre-computed clickable shortcut buttons:
- Tomorrow morning (08:00)
- Tomorrow afternoon (13:00)
- Monday morning (08:00)

Each shortcut shows the exact calendar date and time for clarity.

Special Sunday rule: 'Monday' points to next week's Monday since
'Tomorrow' already covers the immediate Monday.

The 'Custom' option with full DatePicker is preserved.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat(scheduled-messages): Gmail-style list design for schedule shortcuts

Replace chip buttons with full-width clickable rows in a bordered
container, matching Gmail's 'Schedule send' dialog pattern:
- Label on left, formatted date/time on right in gray
- Calendar icon for the custom date/time option
- Subtle border separators between rows
- Selected state with blue highlight

Also improves date formatting from '15/03' to '15 de mar.' using
month short names for better readability.

Updates i18n:
- PT_BR: 'Amanhã à tarde', 'Escolher data e hora'
- EN: 'Choose date and time'

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat(scheduled-messages): improve modal layout and datepicker positioning

- Add 'Schedule send' / 'Programar envio' section header above the
  schedule shortcuts for clear visual identification
- Move attachment/template controls next to the message editor so
  content-related actions stay grouped together
- Move datepicker outside the bordered shortcut container to avoid
  cramped positioning; add rounded-xl and proper text sizing
- Add i18n key SCHEDULE_LABEL (en: 'Schedule send', pt_BR: 'Programar envio')

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* refactor(schedule): replace popup datepicker with inline calendar

Replace the popup-style vue-datepicker-next with an inline calendar
(same approach used by the snooze feature), rendering the calendar
directly within the modal for a more intuitive UX.

- Switch DatePicker to inline mode (no popup/z-index issues)
- Add disablePastTimes validation (prevents selecting past times)
- Full-width responsive calendar with scoped deep styles
- Remove unused DATETIME_PLACEHOLDER and DATETIME_FORMAT i18n keys

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat(schedule): replace datepicker with natural language input

Replace the broken inline datepicker with a natural language text input
powered by chrono-node, similar to Chatwoot's upcoming snooze UX.

Users can now type dates naturally:
- EN: 'tomorrow at 2pm', 'next friday morning', 'in 3 hours'
- PT: 'amanhã às 14h', 'próxima sexta de manhã', '20 de março às 10h'

Changes:
- Add chrono-node dependency for natural language date parsing
- Add preProcessDateInput() to normalize PT time expressions (8h→8:00,
  de manhã→8:00, à tarde→13:00, de noite→18:00)
- Add parseNaturalDate() with locale-aware parsing (PT/EN)
- Add formatFullDateTime() for parsed date preview display
- Replace DatePicker with text input + real-time parsed date preview
- Show green checkmark when date is valid, amber warning if in the past,
  hint text if input is unrecognizable
- Remove unused getDatePickerLang() and vue-datepicker-next import
- Remove unused DATETIME_PLACEHOLDER/DATETIME_FORMAT i18n keys
- Update i18n: CUSTOM label, placeholder, hint, and past-date warning
- Update tests: 40 tests covering new functions (was 29)

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* fix(schedule): improve PT natural language preprocessing

Normalize accent-less input common in casual Brazilian Portuguese:
- 'amanha' → 'amanhã', 'sabado' → 'sábado', 'proxima' → 'próxima'
- 'as' → 'às' before digits or time-of-day words (e.g. 'as 19h')
- Support 'pela manhã/tarde/noite' and 'no período da manhã/tarde/noite'

Previously 'Amanhã as 19h' failed because chrono-node requires 'às'
(with accent) as a time connector. Now all common casual PT patterns
work reliably.

Tests: 50 passing (was 40)

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* fix(schedule): use forwardDate to always parse weekdays as upcoming

chrono-node defaults to the *most recent* occurrence of a weekday,
so 'sexta' on Monday returned last Friday (past). Adding
{ forwardDate: true } makes it always return the next occurrence.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat(schedule): add datepicker fallback and dual-language parsing

- Add discrete calendar icon button next to text input that toggles
  an inline vue-datepicker-next with date+time selection
- Try both chrono.pt and chrono (EN) parsers, pick the one that
  matches more of the input text — supports mixed-language input
  like 'quarta 10am' or 'friday às 14h'
- Insert 'às' connector between PT weekday names and bare numbers
  so 'quarta 10' parses correctly (chrono.pt requires the connector)
- Add DATEPICKER_TOOLTIP i18n key (EN + PT_BR)

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* fix(schedule): toggle between text input and datepicker views

When calendar button is clicked, hide the natural language text input
and show the inline datepicker full-width. A small 'Type a date and
time' link below the calendar lets users switch back to text input.
Calendar button is vertically centered with the input field (size-[34px]
matches input height).

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* fix(schedule): align calendar button with text input height

Use self-stretch instead of fixed size so the button stretches to
match the input height in the flex row, eliminating misalignment.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* fix(schedule): adjust margin for custom text input in date shortcuts

* fix(schedule): use popup datepicker with datetime and confirm

Replace the inline datepicker toggle with a popup DatePicker that
opens directly from the calendar button. Uses type='datetime' with
confirm mode so users can pick both date and time. On confirm, the
selected datetime populates the natural language text field. The text
input and calendar button are always visible side by side.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* fix(schedule): hide seconds column in datepicker

Add :show-second='false' to only show hour and minute selection.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* fix(schedule): adjust DatePicker width for better responsiveness

* refactor(schedule): use locale for parser priority and add aria-label

- parseNaturalDate now uses locale to call the matching parser first
  (chrono.pt for PT, chrono for EN) before falling back to the other,
  removing the eslint-disable comment for unused locale param
- Add aria-label to the natural language date input for screen readers

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* chore: remove leftover planning files

---------

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
Co-authored-by: gabrieljablonski <contact@gabrieljablonski.com>
2026-03-19 22:43:51 -03:00
Cayo P. R. Oliveira
9a05ff5247
feat: find scheduled message (#237)
* feat(scheduled-messages): scroll to sent message from sidebar

- Expose message_id in JBuilder serialization and push_event_data
- Add HIGHLIGHT_MESSAGE bus event for in-page message highlighting
- Add 'Go to message' button on sent scheduled messages in sidebar
- Enhance onScrollToMessage to fetch messages around target when not in DOM
- Extend Message.vue highlight to work with bus events (not just route query)
- Add i18n keys for EN and pt-BR

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* refactor(scheduled-messages): make sent card clickable instead of button

Replace the 'Go to message' button with a clickable card. The entire
sent scheduled message card now has cursor-pointer, hover highlight,
and a tooltip — clicking anywhere on it scrolls to the message.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* fix(scheduled-messages): address PR review feedback

- Use camelCase value for HIGHLIGHT_MESSAGE bus event ('highlightMessage')
- Show toast alert when message not found after fetch or on fetch error
- Use the MESSAGE_NOT_FOUND i18n key that was previously unused

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* fix(scheduled-messages): use messageId query param for find message

Replace direct bus event emission with route navigation using
?messageId= query param, reusing the same proven mechanism used by
search results and copy-message-link.

Changes:
- ScheduledMessageItem: router.replace with ?messageId= instead of
  emitting SCROLL_TO_MESSAGE directly
- ConversationView: handle ?messageId= on same-conversation (was
  previously skipped), fetch messages around target and scroll
- MessagesView: clean up ?messageId= from URL after scroll/error

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* fix(scheduled-messages): add toast feedback for find message

Show a persistent "Searching for message..." toast while fetching,
auto-dismissed on success. Show "Message not found" error toast if
the message cannot be located.

Uses usePendingAlert for the loading state in both ConversationView
(initial fetch) and MessagesView (fallback fetch).

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* fix: prevent scroll overshoot when navigating to message

Remove the immediate fetchPreviousMessages() call after
scrollIntoView({ behavior: smooth }). The fetch was prepending
messages above the target while the smooth scroll animation was
still running, shifting the DOM and causing the scroll to stop
short of the target message. The scroll event handler will
naturally trigger message loading when the user scrolls up later.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* chore(scheduled-messages): remove redundant clearMessageIdFromRoute calls

---------

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
2026-03-19 22:35:04 -03:00
Gabriel Jablonski
a996b920e8
feat: group conversations (#228)
* feat: add group and conversation types to contacts and conversations, and implement conversation group membership model

* chore: add factory and specs for conversation group member model

* chore: add group type checks and associations for contacts and conversations

* refactor: remove scopes from ConversationGroupMember model

* refactor: remove scopes from ConversationGroupMember model specs

* refactor: enhance conversation type migration with concurrent indexing

* feat: add is_active index and scopes to ConversationGroupMember model

* feat: implement GroupConversationHandler for managing group conversations

* feat: add group_type attribute to contact creation

* fix: update WHATSAPP_CHANNEL_REGEX to allow up to 20 digits to handle group jid

* feat: handle group JID format in remote_jid method

* chore: update group contact info when finding or creating group contact

* chore: refactor and implement contact message handling and message creation logic for baileys single contact conversation

* feat: implement group message handling and metadata fetching in WhatsApp service

* chore: add spec for group type handling in contact creation for individual and group contacts

* chore: add specs for test scopes in conversation group members

* chore: update documentation for sender phone extraction in group conversation handler

* chore: move GroupConversationHandler concern to correct dir

* chore: implement specs for recipient_id handling to individual and group contacts

* chore: add group message handling specs for incoming messages

* chore: enhance group message handling to prevent race conditions

* chore: add group_metadata method to with error handling

* chore: add test for sending messages to group recipients in WhatsappBaileysService

* chore: raise error for unsuccessful response in group_metadata method

* chore: adds tests for group metadata retrieval and error handling

* chore: refactor build_sender_contact_attributes to avoid double call methods

* chore: update error handling for attachment download failure in message creation

* chore: optimize update_contact_info method to use compact hash for updates

* chore: simplify find_or_create_sender_contact method return values

* chore: rename group and individual contact message handlers

* chore: remove pointless comments from group contact message handler methods

* chore: refine sender JID extraction logic to remove unnecessary checks

* chore: remove phone number in spec for group contact attributes

* chore: implement sync_group route

* chore: implement get group_members route

* fix: sync_group participants creation handling

* chore: update contact avatar handling in group message processing

* chore: move sync_group functionality for conversation model

* feat: add sync_group action to ConversationsController and route

* fix: set contact name to phone in group message processing

* chore: refine group member retrieval logic in sync_group service and view

* feat: implement group participants update handling

* feat: implement group updates handling and localization for group activities

* chore: add handling for group membership requests and icon changes

* chore: add authorization for sync_group action in ContactsController

* chore: add sync_group endpoint specs for contact management

* chore: add authorization for sync_group action in ConversationsController

* chore: add specs for sync_group endpoint in ConversationsController

* chore: refactor index action in GroupMembersController for improved conversation filtering

* chore: add request specs for group_members endpoint in ContactsController

* chore: add specs for sync_group method in Conversation model

* chore: add specs for sync_group method in Channel::Whatsapp model

* chore: remove comments in find_or_create_group_conversation method

* chore: add specs for Contacts::SyncGroupService to validate group contact behavior

* chore: add specs for Whatsapp::BaileysHandlers::GroupsUpdate to validate group updates

* chore: add specs for Whatsapp::BaileysHandlers::GroupParticipantsUpdate to handle group participant actions

* chore: add fallback for identifier when contact has no phone_number in SendOnWhatsappService

* chore: add specs for group membership request and icon change handling in MessagesUpsert

* chore: add specs for sync_group method to handle group metadata and participant updates

* chore: update sync_group method to retrieve group members and adjust JSON response

* chore: update conversation query to filter by group type in GroupMembersController

* chore: update conversation creation in group_members_controller_spec to specify conversation_type as group

* chore: update find_or_create_group_conversation to include pending conversations

* chore: refactor sync_group method and enhance specs for group conversation handling

* feat: add GroupEventHelper module for managing group activities and contacts

* chore: refactor group contact inbox and conversation creation methods in group handlers

* chore: remove unnecessary check for blank participant contacts in sync_group_members method

* feat: implement message receipt update handling for WhatsApp integration

* chore: resolve rubocop rule for update_last_seen_at method

* chore: update swagger with endpoints for syncing group information and listing group members

* chore: integrate Contacts::SyncGroupService in group members controller, enhance error handling and update swagger

* chore: include participant information in reaction and quoted message keys for send message in group conversations

* chore: enhance whatsapp_baileys_service with participant handling for message keys

* feat: add skill for writing RSpec tests in the project

* fix: update recipient_id logic to directly use contact identifier for group contacts

* chore: implement group stub message handling for membership requests and icon changes

* fix: update whatsapp inbox source_id validation regex spec

* chore: fix spec for contact syncing group

* chore: remove readTimestamp handling and related tests for message read updates in group

* Cayo oliveira/cu 86af01932/4 backend gerenciamento dos grupos (#221)

* feat: add is_active index and scopes to ConversationGroupMember model

* feat: implement GroupConversationHandler for managing group conversations

* feat: add group_type attribute to contact creation

* fix: update WHATSAPP_CHANNEL_REGEX to allow up to 20 digits to handle group jid

* feat: handle group JID format in remote_jid method

* chore: update group contact info when finding or creating group contact

* chore: refactor and implement contact message handling and message creation logic for baileys single contact conversation

* feat: implement group message handling and metadata fetching in WhatsApp service

* chore: add spec for group type handling in contact creation for individual and group contacts

* chore: add specs for test scopes in conversation group members

* chore: update documentation for sender phone extraction in group conversation handler

* chore: move GroupConversationHandler concern to correct dir

* chore: implement specs for recipient_id handling to individual and group contacts

* chore: add group message handling specs for incoming messages

* chore: enhance group message handling to prevent race conditions

* chore: add group_metadata method to with error handling

* chore: add test for sending messages to group recipients in WhatsappBaileysService

* chore: raise error for unsuccessful response in group_metadata method

* chore: adds tests for group metadata retrieval and error handling

* chore: refactor build_sender_contact_attributes to avoid double call methods

* chore: update error handling for attachment download failure in message creation

* chore: optimize update_contact_info method to use compact hash for updates

* chore: simplify find_or_create_sender_contact method return values

* chore: rename group and individual contact message handlers

* chore: remove pointless comments from group contact message handler methods

* chore: refine sender JID extraction logic to remove unnecessary checks

* chore: remove phone number in spec for group contact attributes

* chore: implement sync_group route

* chore: implement get group_members route

* fix: sync_group participants creation handling

* chore: update contact avatar handling in group message processing

* chore: move sync_group functionality for conversation model

* feat: add sync_group action to ConversationsController and route

* fix: set contact name to phone in group message processing

* chore: refine group member retrieval logic in sync_group service and view

* feat: implement group participants update handling

* feat: implement group updates handling and localization for group activities

* chore: add handling for group membership requests and icon changes

* chore: add authorization for sync_group action in ContactsController

* chore: add sync_group endpoint specs for contact management

* chore: add authorization for sync_group action in ConversationsController

* chore: add specs for sync_group endpoint in ConversationsController

* chore: refactor index action in GroupMembersController for improved conversation filtering

* chore: add request specs for group_members endpoint in ContactsController

* chore: add specs for sync_group method in Conversation model

* chore: add specs for sync_group method in Channel::Whatsapp model

* chore: remove comments in find_or_create_group_conversation method

* chore: add specs for Contacts::SyncGroupService to validate group contact behavior

* chore: add specs for Whatsapp::BaileysHandlers::GroupsUpdate to validate group updates

* chore: add specs for Whatsapp::BaileysHandlers::GroupParticipantsUpdate to handle group participant actions

* chore: add fallback for identifier when contact has no phone_number in SendOnWhatsappService

* chore: add specs for group membership request and icon change handling in MessagesUpsert

* chore: add specs for sync_group method to handle group metadata and participant updates

* chore: update sync_group method to retrieve group members and adjust JSON response

* chore: update conversation query to filter by group type in GroupMembersController

* chore: update conversation creation in group_members_controller_spec to specify conversation_type as group

* chore: update find_or_create_group_conversation to include pending conversations

* chore: refactor sync_group method and enhance specs for group conversation handling

* feat: add GroupEventHelper module for managing group activities and contacts

* chore: refactor group contact inbox and conversation creation methods in group handlers

* chore: remove unnecessary check for blank participant contacts in sync_group_members method

* chore: update swagger with endpoints for syncing group information and listing group members

* chore: integrate Contacts::SyncGroupService in group members controller, enhance error handling and update swagger

* fix: update recipient_id logic to directly use contact identifier for group contacts

* chore: implement group stub message handling for membership requests and icon changes

* fix: update whatsapp inbox source_id validation regex spec

* chore: fix spec for contact syncing group

* fix: optimize update_last_seen_at method to use update_columns

* feat: Implement full frontend and backend support for group conversations

- Added PRD for group conversations detailing frontend and backend requirements.
- Created new Baileys TypeScript definitions for group-related functions.
- Renamed `conversation_type` to `group_type` in the database and updated all references.
- Implemented API serialization for `group_type` in conversation and contact responses.
- Developed Vuex store module for managing group members.
- Created UI components for group management, including group creation, member management, and metadata editing.
- Integrated @mention functionality for group conversations and real-time updates via ActionCable.

* feat: [US-001] - Rename conversation_type to group_type on conversations

- Add migration to rename column and indexes
- Update Conversation model enum to group_type
- Update GroupConversationHandler concern
- Update controllers (contacts, group_members)
- Update all backend specs

* chore: mark US-001 complete, update progress log, fix rubocop annotation

* feat: [US-002] - Serialize group_type fields in API responses

* feat: [US-003] - Add group_type filter to conversations index

* feat: [US-004] - Add group_type to filter_keys.yml and FilterService

* feat: US-005 - Backend group creation endpoint

- Add POST /api/v1/accounts/:account_id/groups endpoint
- Add Groups::CreateService to orchestrate Baileys group creation
- Extend WhatsappBaileysService and BaseService with group management methods
- Add routes for group members, metadata, invite, and join requests
- Returns 403 when agent lacks inbox access, 422 when provider is unavailable

* feat: US-006 - Backend add/remove members and role management endpoints

- Add create/destroy/update actions to GroupMembersController
- Delegate group management methods from Channel::Whatsapp to provider_service
- create adds members via Baileys and creates ConversationGroupMember records
- destroy removes a member by ID and sets is_active false
- update promotes/demotes a member and updates their role

* feat: US-007 - Backend group metadata update endpoint

- Add PATCH /contacts/:id/group_metadata endpoint
- Updates group subject via Baileys and syncs contact name
- Updates group description via Baileys and syncs additional_attributes.description
- Returns 422 when provider is unavailable

* feat: US-008 - Backend invite link management endpoints

- Add GET /contacts/:id/group_invite to retrieve current invite code/url
- Add POST /contacts/:id/group_invite/revoke to revoke and get new invite code/url
- Returns 422 when provider is unavailable

* feat: US-009 - Backend join request management endpoints

- Add GET /contacts/:id/group_join_requests to list pending join requests
- Add POST /contacts/:id/group_join_requests/handle to approve/reject requests
- Uses request_action param to avoid conflict with Rails reserved params[:action]
- Returns 422 when provider is unavailable

* feat: US-010 - Extend MentionService for contact mentions

- Extract mention://contact/ID/Name URIs from message content
- Store mentioned contact IDs in message.content_attributes[mentioned_contacts]
- Existing user/team mention handling unchanged

* feat: US-011 - Frontend API clients for all group endpoints

- Add app/javascript/dashboard/api/groupMembers.js
- Exports 11 methods: getGroupMembers, syncGroup, createGroup, updateGroupMetadata,
  addMembers, removeMembers, updateMemberRole, getInviteLink, revokeInviteLink,
  getPendingRequests, handleJoinRequest

* feat: US-012 - Frontend Vuex store module groupMembers

- Add groupMembers store module with fetch, sync, addMembers, removeMembers, updateMemberRole actions
- Add SET_GROUP_MEMBERS and SET_GROUP_MEMBERS_UI_FLAG mutation types
- Register module in store index

* feat: US-013 - Frontend i18n keys for group features

- Add groups.json with keys for group info, filter, creation modal, metadata editing, invite link, member management, join requests, and mention dropdown
- Register groups.json in i18n locale en/index.js

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* feat: US-014 - Frontend group_type filter in ConversationBasicFilter

- Add chatGroupTypeFilter state, getter, mutation, and action to conversations store
- Add getChatGroupTypeFilter getter
- Add group_type param to ConversationApi.get()
- Add Type filter section to ConversationBasicFilter with All/Individual/Group options
- Persist group_type to UI settings under conversations_filter_by.group_type
- Restore group_type from UI settings on page load
- Include groupType in conversationFilters and pass as group_type param to API

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* feat: US-013 - Frontend — i18n keys for group features (en + pt-BR)

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: [US-014] - Frontend — add group_type filter to ConversationBasicFilter

All implementation was already in place from prior work:
- ConversationBasicFilter.vue has Type section with All/Individual/Group options
- ChatList.vue handles group_type in conversationFilters and restores from UI settings
- Store has setChatGroupTypeFilter action, getChatGroupTypeFilter getter
- API maps groupType → group_type query param

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-015 - Frontend — add group_type to advanced filter system

- Add GROUP_TYPE to CONVERSATION_ATTRIBUTES in filterHelper.js
- Add group_type filter definition in provider.js (components-next)
- Add group_type to legacy advancedFilterItems/index.js and filterAttributeGroups
- Add group_type to automationHelper conditionFilterMaps
- Add group_type to customViewsHelper getValuesForFilter
- Add group_type options to ChatList setParamsForEditFolderModal
- Add GROUP_TYPE i18n key in en and pt_BR advancedFilters.json

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-016 - Frontend — GroupContactInfo basic display

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-017 - Frontend — GroupContactInfo sync button

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-018 - integrate GroupContactInfo in ContactPanel

- Import GroupContactInfo component
- Conditionally render GroupContactInfo when group_type === 'group'
- Keep ContactInfo for individual conversations (no regression)
- Dynamic sidebar title: 'Group' for groups, 'Contact' for individual
- contact_notes and contact_attributes accordion sections unchanged

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-019 - Frontend — group creation UI modal

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-020 - Frontend — member management UI in GroupContactInfo

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-021 - Frontend — group metadata editing UI

Add inline editing for group name, description, and avatar in GroupContactInfo:
- Click group name to edit inline, save on Enter/blur
- Click description to edit inline with textarea, save on blur
- Click avatar to open file picker for upload via contacts/update
- Loading states on all fields during save
- Success/error alerts for all operations
- updateGroupMetadata action added to groupMembers store

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-022 - Frontend — invite link management UI

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-023 - Frontend — join request management UI

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-024 - Frontend — group message bubbles: sender name with color

- Add sender name display above incoming message bubbles in group conversations
- Deterministic color per sender using AVATAR_COLORS palette (name.length % 6)
- Sender name hidden for consecutive messages from the same sender
- Individual conversation bubbles unchanged
- Pass groupWithPrevious and isGroupConversation props through MessageList → Message

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-025 - Frontend — group message bubbles: sender avatar

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: Add Ralph Wiggum AI agent script for managing tool execution and progress tracking

* feat: US-026 - Frontend — @mention dropdown for group conversations

- Create TagGroupMembers.vue component for group member mention suggestions
- Modify Editor.vue: add isGroupConversation/groupContactId props, render
  TagGroupMembers for group non-private context
- Modify ReplyBox.vue: compute isGroupConversation and groupContactId from
  currentChat, pass to WootMessageEditor
- @ mention plugin isAllowed now triggers for group conversations
- In individual conversations or private notes, existing behavior unchanged

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-027 - Frontend — mention rendering in group message bubbles

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-028 - Frontend ActionCable handler for contact.group_synced event

- Backend: Include group_members data in contact.group_synced ActionCable payload
- Frontend: Register contact.group_synced handler in ActionCableConnector
- Frontend: Add setGroupMembers action to groupMembers store for direct commits
- Tests: ActionCable handler spec + groupMembers store spec for new action

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: Update progress tracking for group conversations feature - mark tests as passing

* fix: sender click case mismatch and filter dropdown spacing

- Message.vue: use case-insensitive comparison for sender type check
  (Contact.push_event_data returns 'contact' but SENDER_TYPES.CONTACT is 'Contact')
- ConversationBasicFilter.vue: replace last:mt-4 with flex-col gap-4
  for consistent spacing between all three filter sections

* fix: four bugs found during manual testing review

- ContactPanel.vue: fix i18n key GROUP.INFO.SIDEBAR_TITLE → GROUP.SIDEBAR_TITLE
- groupMembers.js API: fix syncGroup HTTP method GET → POST to match backend route
- group_members_controller.rb: remove SyncGroupService from index action
- filterHelpers.js: add missing group_type case to getValueFromConversation

* docs: update progress with bug fix learnings

* chore: implement group creation functionality in UI components

* chore: add copy invite link functionality and update UI components

* feat: US-041 - Backend — ensure group_type is set on existing contacts and conversations

GroupConversationHandler#update_group_contact_info now sets group_type: :group
on contacts that are incorrectly typed as individual.

GroupConversationHandler#find_or_create_group_conversation updates existing
conversation's group_type to :group if it is currently :individual.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* chore: mark US-041 as complete

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-029 - i18n keys for You badge and group settings (en + pt-BR)

All i18n keys already existed from prior iterations. Verified presence
and updated PRD status.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-030 - fix Baileys API route/method mismatches

Fix on_whatsapp to dig('data') before accessing first element.
Update spec stubs to match { data: [...] } response envelope.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-031 - group_leave, group_setting_update, group_join_approval_mode methods

All methods, delegates, and error handling already implemented.
Verified specs pass.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-032 - persist group settings, invite code, and profile picture during sync

Add try_update_group_avatar to fetch and attach group profile picture
during sync_group. Update spec stubs for profile-picture-url endpoint.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-033 - GroupSettingsController with leave, update, toggle

Controller and routes already implemented. Verified rubocop passes.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-034 - remove inbox_contact_id from provider_config and jbuilder

Already removed in prior iterations. Verified no references remain.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-035 - refactor TagGroupMembers to phone_number matching

Already implemented. Verified excludePhoneNumber prop and filtering.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-036 - remove InboxContact.vue and settings tab

Already removed in prior iterations. Verified no references remain.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-037 - add You badge in GroupContactInfo member list

Already implemented with isOwnMember check and blue badge styling.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-038 - fix inline edit for group name and description

Already implemented with phone number normalization. Verified code.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-039 - group settings section UI with toggles

Already implemented. Settings toggles, API calls, and i18n verified.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-040 - leave group UI with confirmation and auto-resolve

Already implemented. Leave button, confirmation, and API call verified.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-050 - Create GroupMember model and migration

New group_members table with group_contact_id, contact_id, role, is_active.
Unique index on (group_contact_id, contact_id). Associations added to Contact.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-064 - Helper method to find channel from group contact

Add Contact#group_channel to decouple channel lookup from conversations.
Update GroupMembersController and GroupSettingsController to use it.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-052 - Update GroupConversationHandler to use GroupMember

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-057 - Update GroupMembersController to query GroupMember

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-058 - Update GroupSettingsController to not depend on conversations

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-060 - Update group_members jbuilder views

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-059 - Remove group_members association from Conversation model

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-051 - Remove ConversationGroupMember model and table

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* chore: mark all stories complete, update progress

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat(groups): real-time group panel, avatar refresh on icon change, editable name/description

- Add group_type to Conversations::EventDataPresenter#push_data and
  Contact#push_event_data so WebSocket events carry the field, enabling
  the frontend to switch to GroupContactInfo in real-time
- Update handle_icon_change_stub to call try_update_group_avatar with
  force: true, purging the cached avatar and fetching the new one
- Add force parameter to try_update_group_avatar to support re-fetching
- Remove isInboxAdmin gate from name/description editing in
  GroupContactInfo so any user can click to edit (server validates)

* fix(groups): rewrite SyncGroupService and simplify group metadata channel lookup

- Rewrite SyncGroupService to use contact.group_channel directly instead
  of iterating conversations; find or create a conversation for sync
- Simplify GroupMetadataController to use @contact.group_channel instead
  of querying conversations; remove local contact/attribute updates since
  the Baileys API handles persistence via webhook events

* feat(groups): resolve conversations when inbox phone leaves or is removed

- Add resolve_conversations_if_inbox_left to GroupParticipantsUpdate
- Resolves all open/pending conversations when the inbox phone number
  is removed from or leaves a group

* feat(groups): add paginated member list with infinite scroll

- Backend: add pagination to GroupMembersController (page/per_page,
  default 10, ordered admins first); add meta with pagination info
  to the jbuilder response
- Frontend: update groupMembers API to accept page param; add
  APPEND_GROUP_MEMBERS and SET_GROUP_MEMBERS_META mutations; implement
  paginated fetch with append and isFetchingMore flag in store

* feat(groups): support Ctrl+Click on group message sender to open in new tab

- navigateToGroupSender now accepts the event and checks for
  Ctrl/Cmd+Click to open the sender contact in a new tab

* chore(i18n): update leave group confirmation text in en and pt_BR

* fix(groups): handle phone format differences in You badge and admin detection

- Extract phonesMatch helper that compares last 8 digits as fallback,
  handling Brazilian 9th digit discrepancy (e.g. +5587988465072 vs
  +558788465072)
- Apply to both isOwnMember and isInboxAdmin computed properties

* feat(groups): auto-sync members on mount, show existing members immediately

- On mount, fetch existing DB members first so they display instantly
- Then silently attempt a background sync to refresh from WhatsApp
- If sync fails (e.g. WhatsApp disconnected), existing members remain
  displayed without any user-facing error

* fix(groups): pin own member on first page and return inbox phone in meta

The "You" badge was not appearing because the inbox's own member could be
missing from the first paginated page in large groups (admins sorted first).

Backend:
- Pin the inbox's own member at the top of page 1 regardless of sort order
- Return inbox_phone_number in the group members meta response
- Use last-8-digit SQL fallback for Brazilian 9th-digit phone mismatches

Frontend:
- Use meta.inbox_phone_number for the inboxPhone computed
- Fix declaration order to satisfy no-use-before-define lint rule

* fix(groups): fix member action dropdown clipped by overflow container

The promote/demote/remove dropdown menu was invisible because the member
list had `overflow-y-auto max-h-80`, clipping any absolutely-positioned
dropdown rendered inside it.

- Remove overflow container from member list; let the sidebar scroll
- Replace scroll-based infinite loading with IntersectionObserver on a
  sentinel element for cleaner pagination trigger
- All member action logic (promote, demote, remove) was already wired;
  the dropdown is now visible on hover

* fix(groups): keep member action dropdown visible when menu is open

The opacity-0/group-hover classes on the action menu wrapper caused the
DropdownMenu to become invisible as soon as the mouse left the row.
Now the wrapper stays fully opaque while the menu is active.

* fix(groups): move clickaway to member list wrapper to prevent instant close

v-on-clickaway was bound to every member's action div individually.
Clicking the three-dot button on one member fired closeMemberMenu from
all other members' clickaway handlers, closing the menu instantly.

Moved the directive to the single member list container instead.

* feat: add WhatsApp mention conversion (incoming + outgoing)

- New MentionConverterService for bidirectional mention handling
- Incoming: converts @phone/mentionedJid to mention://contact/ URIs
- Outgoing: extracts mention://contact/ URIs into WhatsApp mentions array
- Supports @everyone/todos group mentions
- WhatsApp renderer preserves mention display text instead of raw URI

* fix: preserve mention display text in WhatsApp renderer

mention:// URIs now render as display name text instead of the raw URL
when converting markdown to WhatsApp format

* feat: add @everyone mention option in group conversations

- Everyone item shown at top of mention dropdown
- Searchable by 'all', 'todos', 'everyone' keywords
- i18n keys added for en and pt-BR

* refactor: use Switch component for group settings toggles

- Add disabled prop to Switch component
- Replace custom toggle buttons in GroupContactInfo with Switch
- Loading spinner shown alongside toggle while toggling

* feat(whatsapp): add group sync status tracking (group_left, group_last_synced_at)

* feat(whatsapp): hide group management UI when group_left is true

* fix(groupMembers): include inbox phone number in group members state and sync event

* feat(whatsapp): wrap group settings and leave in Accordion component

* feat(groupMembers): handle group creator modification errors and update error messages

* feat(groupMembers): enhance invite link functionality and clean up UI state after copying

* refactor: remove sync_group functionality from conversations and related specs

* feat(GroupContactInfo): implement scroll-based loading for group members

* docs(swagger): add group API endpoints and remove conversation sync_group

- Remove dead conversation/{id}/sync_group swagger entry and file
- Update group_members.yml with pagination params, POST operation, and $ref schema
- Add swagger for: group_members_member (PATCH/DELETE), group_metadata,
  group_invite, group_invite_revoke, group_join_requests,
  group_join_requests_handle, group_settings, group_settings_leave,
  group_settings_toggle_join_approval, groups/create
- Add group_member schema definition
- Add Groups tag to application tag_groups
- Register all 12 group endpoints in paths/index.yml

* feat(WhatsappBaileysService): enhance mention handling by replacing @DisplayName with @lid/@phone in outgoing text

* feat(groups): move group sync to background job with 15-min cooldown

- Create Contacts::SyncGroupJob that checks group_last_synced_at
  before calling SyncGroupService (skips if < 15 min)
- Controller sync_group now enqueues the job and returns 202 Accepted
- Delete sync_group.json.jbuilder (no longer needed)
- Frontend sync action is fire-and-forget; results via ActionCable
- Auto-trigger sync on conversation select and panel mount
- Remove manual sync button from GroupContactInfo

* fix: show group members list even after leaving group\n\nKeep the members section visible in read-only mode when\ngroup_left is true. Admin actions (add member, promote,\ndemote, remove) remain hidden. Pending Join Requests and\nAdvanced Options also stay hidden.

* fix: disable group name/description/avatar editing when group_left is true

* fix: remove @all mention and fix Enter key in group mention dropdown\n\n- Remove the @all/everyone special mention from TagGroupMembers since\n  no channel provider currently supports mentioning all participants\n- Fix Enter key sending message instead of inserting selected mention\n  in group conversations. The root cause was Editor.vue only emitting\n  toggleUserMention=true for private notes (isPrivate), leaving\n  ReplyBox unaware the group mention dropdown was open. Now also\n  emits for isGroupConversation.\n- Add TagGroupMembers spec covering filtering, exclusion, and emission"

* fix: address PR review feedback for group conversations

- Fix nil safety in group_invites and group_join_requests controllers
  by replacing group_conversation.inbox.channel with @contact.group_channel
- Add before_action guard in group_members_controller to validate
  contact is a group with identifier before create/update/destroy
- Persist metadata locally in group_metadata_controller after
  provider calls (subject -> name, description -> additional_attributes)
- Add server-side allow_group_creation? check in groups_controller
- Add word boundary to mention regex to prevent matching inside words
- Remove useless catch clauses in groupMembers store (try/finally only)
- Default groupType to [] in customViewsHelper to prevent crash
- Fix swagger parameter name mismatch (contact_id -> id) across
  all group endpoint YML files for consistency

* fix: address PR #228 review feedback - strong params, guards, and safety fixes

* fix: dispatch real-time events for Baileys group participant and metadata updates

Both group-participants.update and groups.update handlers were updating
backend data (GroupMember records, Contact attributes) but never
dispatching ActionCable events, leaving the frontend member list and
group metadata stale until manual sync.

Changes:
- Add dispatch_group_synced_event helper to GroupEventHelper concern
- Dispatch CONTACT_GROUP_SYNCED after participant add/remove/promote/demote
- Dispatch CONTACT_GROUP_SYNCED after group subject/description/settings changes
- Frontend: onContactGroupSynced also dispatches contacts/updateContact
  to refresh group name, description and settings in the sidebar

* fix: enhance member menu positioning and close behavior on sidebar scroll

* feat: implement group property updates and enhance toast notifications

* fix: update WhatsApp channel regex to allow optional hyphenated numbers

* feat: implement group admin functionalities including leave, update properties, and toggle join approval

* refactor: simplify group message handling by removing metadata fetching and syncing methods

* chore: remove raph files

* feat: update Portuguese translations for 'Read More' and 'Insert Read More' phrases

* feat: enhance group admin functionalities with join approval and member add modes

* feat: enhance group join request handling by adding removal of handled requests and updating pending join requests

* feat: restrict message sending in announcement mode groups

When a Baileys WhatsApp group has announcement mode enabled (announce=true),
only admin members can send messages. This adds:
- Frontend: disabled editor + banner for non-admin inbox in announcement groups
- Backend: validation in SendOnWhatsappService to reject messages
- Shared phone helper utility extracted from GroupContactInfo
- i18n keys for en and pt_BR

* feat: add group sync job enqueueing and improve avatar update handling

* feat: add functionality to reset invite link and confirm member addition restrictions

* feat: update group name extraction logic to handle nil values

* feat: add inbox admin status handling and update related components

* feat: remove group conversation resolution on leave action

* feat: enhance group sender avatar interaction with tooltip and cursor pointer

* feat: add force option to SyncGroupJob and update related specs

* feat: enhance invite link handling and avatar update logic in group conversations

* chore: remove prd.json

* fix: change group sender name display from block to inline-block for better layout

* feat: add group members loading check and fetch logic in MessagesView and ReplyBox components

* feat: allow id and firstUnreadId props to accept both Number and String types
feat: add vOnClickOutside import to Editor component
feat: enhance Portuguese translations for integrations and settings
fix: change button color in GroupContactInfo component from green to teal

* feat: soft-disabled group conversations with activity tracking

Groups start in a soft-disabled state by default when using Baileys.
Chatwoot still creates group conversations but does not process every
incoming message. Instead, Baileys accumulates group messages and sends
periodic groups.activity webhook events to update last_activity_at.

Backend:
- Add WHATSAPP_GROUPS_ENABLED env var and groups_enabled? class method
- Send groupsEnabled in Baileys connection setup
- Create groups.activity handler to update conversation last_activity_at
- Gate group message processing behind groups_enabled? check
- Expose groups_enabled via inbox API

Frontend:
- Add warning banner with CTA to app.fazer.ai on disabled group conversations
- Disable reply editor for non-private-note mode when groups disabled
- Add i18n strings for en and pt_BR

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: use method for groups disabled banner action to avoid window scope issue

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: broadcast conversation update after groups.activity event

update_columns bypasses ActiveRecord callbacks, so the ActionCable
broadcast was never triggered when last_activity_at changed. Dispatch
a CONVERSATION_UPDATED event explicitly so the sidebar updates in
real-time.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: show unread dot for soft-disabled group conversations with activity

Since soft-disabled groups don't create messages, unread_count is
always 0 and the standard badge won't show. Detect unread state by
comparing last_activity_at > agent_last_seen_at for these groups
and display a teal dot indicator instead of a count badge.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: clear unread dot when agent opens soft-disabled group conversation

The update_last_seen endpoint skipped updating agent_last_seen_at when
there were no unread messages (the throttle path). For soft-disabled
groups that never create messages, this meant the dot indicator could
never be cleared. Add an unseen_activity? check that bypasses the
throttle when last_activity_at > agent_last_seen_at.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: group avatar upload to provider and fix icon change sync

- Route avatar upload through GroupMetadataController to push to WhatsApp
  provider before saving locally
- Add update_group_picture to baileys service and base service
- Fix buildContactFormData crash when social_profiles is undefined
- Make try_update_group_avatar public so GROUP_CHANGE_ICON stub handler
  can call it from outside the service class

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: update specs for group conversations feature changes

- Add groupsEnabled param to setup_channel_provider and handle_channel_error WebMock stubs
- Add group-request-participants-list stub for sync_group tests
- Add group_type to push_event_data expected hash
- Set last_activity_at in throttle tests to prevent unseen_activity? bypass
- Update sync_group delegation expectation to include soft: false
- Stub groups_enabled? in group message handling tests
- Update WhatsApp source_id regex expectation for group contact IDs

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* chore: add settings file for additional directories configuration

* chore: undo unrelated changes

* chore: remove planning doc, fix migration version, fix swagger param consistency

- Remove planejamento-chat-interno.md (unrelated planning document)
- Fix CreateGroupMembers migration API version from 7.0 to 7.1
- Fix swagger.json: normalize group endpoint paths from {contact_id} to {id}
  to match YAML sources and existing contact sub-resource conventions

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: CayoPOliveira <cayoproliveira@gmail.com>
Co-authored-by: Cayo P. R. Oliveira <cayo@fazer.ai>
Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
2026-03-19 21:56:58 -03:00
Gabriel Jablonski
05e0d355dd
fix(captain): prevent clamp ArgumentError when captain limits are negative (#242)
When creating an inbox, `usage_limits` eagerly computes captain limits
even though only the `:inboxes` value is needed. If `total_count` in
`get_captain_limits` resolves to a negative number, `clamp(0, negative)`
raises `ArgumentError: min argument must be less than or equal to max
argument`, causing a 500 on inbox creation.

Ensure `total_count` is floored at 0 so the clamp range is always valid.

Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-19 20:51:04 -03:00
Gabriel Jablonski
521ce90e79
fix(whatsapp): consolidate fragmented phone/LID contacts to prevent lost messages (#241)
* fix(whatsapp): consolidate fragmented phone/LID contacts to prevent lost messages

When a WhatsApp user had two separate contacts (one by phone, one by LID)
with different contact_ids, the consolidation service did nothing. This caused
update_contact_info to crash with a phone_number uniqueness violation, silently
dropping incoming messages.

Now properly merges the two contacts by treating the phone contact as canonical,
moving conversations from the LID contact, and cleaning up duplicates.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix(whatsapp): address CodeRabbit review feedback

- Destroy orphaned LID contact when it has no remaining contact_inboxes
- Clarify spec comment to past-tense (no longer an active bug)

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix(whatsapp): route legacy-source contact_inbox into merge path

When a phone contact_inbox has a non-standard source_id (legacy format)
and a separate LID contact_inbox exists for a different contact,
the consolidation now merges them instead of early-returning.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* test: assert orphaned LID contact is destroyed in legacy-source spec

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-19 19:20:11 -03:00
Gabriel Jablonski
05d47931be
feat: add kanban feature promotion with upgrade banner (#235)
* feat: add kanban feature promotion with upgrade banner

Add a Kanban sidebar item visible to all users that shows a locked
feature promotion page. Super admins see an upgrade button linking to
fazer.ai, while non-admins see a message to contact their administrator.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: allow custom_role users to access kanban promotion page

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-12 15:31:53 -03:00
gabrieljablonski
326c9719d8 chore(imap-task): update backdate_conversations to set status as resolved 2026-03-12 09:51:13 -03:00
Gabriel Jablonski
9a157a260a
feat: add IMAP historical email import rake task (#234)
* feat: add IMAP historical email import rake task

Adds `imap:import` rake task to bulk-import emails from IMAP into a
Chatwoot inbox with parallel workers, progress tracking, and proper
backdating of message/conversation timestamps.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: address PR review feedback for IMAP import task

- Use IMAP UIDs instead of sequence numbers for stable cross-session refs
- Respect channel.imap_enable_ssl instead of hardcoding ssl: true
- Add ensure block to guarantee IMAP logout on worker errors
- Add open_timeout to prevent hanging connections

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-11 22:43:51 -03:00
gabrieljablonski
477e0ad445 chore: fix fazer.ai render 2026-03-11 19:12:04 -03:00
gabrieljablonski
bd5c02e64f feat: portal cloning task 2026-03-09 12:05:58 -03:00
gabrieljablonski
a4ff73d496 feat: add validation and error messages for custom HTML fields in portal settings 2026-03-09 11:48:53 -03:00
Gabriel Jablonski
eaac65c973
feat: add custom HTML fields for portals (#233) 2026-03-09 11:47:41 -03:00
gabrieljablonski
0fd008f843 docs: remove outdated VPN setup documentation for Baileys API 2026-03-07 16:32:38 -03:00
gabrieljablonski
dcf2a31539 fix: namespace middleware class for FazerAiPlatformHeader 2026-03-04 22:39:09 -03:00
Gabriel Jablonski
195713cbfe
chore: general improvements (#232) 2026-03-03 14:08:56 -03:00
Gabriel Jablonski
88c2688553
feat: implement event dispatching for incoming WhatsApp messages (#230)
* feat: implement event dispatching for incoming WhatsApp messages

* refactor: remove unused dispatcher instance variable in event dispatching context
2026-02-28 12:06:24 -03:00
Gabriel Jablonski
56c5609ca0
feat: add per-inbox signature management (#226)
* feat: add per-inbox signature management

- Introduced `InboxSignature` model to manage signatures specific to each inbox.
- Added API endpoints for fetching, creating, updating, and deleting inbox signatures.
- Updated UI components to support inbox-specific signatures, including overrides for signature position and separator.
- Implemented a new composable `useInboxSignatures` for managing inbox signatures in the frontend.
- Enhanced existing components to utilize inbox signatures, including the reply box and message signature settings.
- Added tests for the new inbox signatures functionality, ensuring proper behavior of the API and model validations.
- Updated translations for new UI elements related to inbox signatures.

* feat: implement inbox access validation and add related tests

* feat: enhance inbox signatures fetching and management logic
2026-02-26 19:53:03 -03:00
Gabriel Jablonski
21007bd20b
feat: add show author option to portal settings and update related views (#225)
* feat: add show author option to portal settings and update related views

* fix: update portal reference to use local variable for show author condition

* feat: enhance show_author handling in portal config and add related tests
2026-02-26 14:32:52 -03:00
Shivam Mishra
c026ee2fc8 fix: url endpoint
fix: spec
2026-02-25 12:28:30 -03:00
Aakash Bakhle
efe49f7da4
fix: captain liquid render file system (#13647) 2026-02-25 20:19:34 +05:30
Sivin Varghese
5aef9d2dd0
fix: Conversation list overlay issue with Virtua virtualizer (#13648) 2026-02-25 20:18:34 +05:30
Shivam Mishra
b98c614669
feat: add campaign context to Captain v2 prompts (#13644)
Co-authored-by: Aakash Bakhle <48802744+aakashb95@users.noreply.github.com>
2026-02-25 18:33:37 +05:30
Sivin Varghese
ba804e0f30
fix: Upgrade pico-search to 0.6.0 (#13645) 2026-02-25 16:52:45 +05:30
Sojan Jose
a44cb2c738
feat(inbox): Enable conversation continuity for social channels (#11079)
## Summary
This PR enables and surfaces **conversation workflow** for social-style
channels that should support either:
- `Create new conversations` after resolve, or
- `Reopen same conversation`

## What is included
- Adds the conversation workflow setting UI as card-based options in
Inbox Settings.
- Expands channel availability in settings to include channels like:
  - Telegram
  - TikTok
  - Instagram
  - Line
  - WhatsApp
  - Facebook
- Updates conversation selection behavior for Line incoming messages to
respect the workflow (reopen vs create-new-after-resolved).
- Updates TikTok conversation selection behavior to respect the workflow
(reopen vs create-new-after-resolved).
- Keeps email behavior unchanged (always starts a new thread).

Fixes: https://github.com/chatwoot/chatwoot/issues/8426

## Screenshot

<img width="1400" height="900" alt="pr11079-workflow-sender-clear-tight"
src="https://github.com/user-attachments/assets/9456821f-8d83-4924-8dcf-7503c811a7b1"
/>


## How To Reproduce
1. Open `Settings -> Inboxes ->
<Telegram/TikTok/Instagram/Line/Facebook/WhatsApp inbox> -> Settings`.
2. Verify **Conversation workflow** is visible with the two card
options.
3. Toggle between both options and save.
4. For Line and TikTok, verify resolved-conversation behavior follows
the selected workflow.

## Testing
- `RAILS_ENV=test bundle exec rspec
spec/builders/messages/instagram/message_builder_spec.rb:213
spec/builders/messages/instagram/message_builder_spec.rb:255
spec/builders/messages/instagram/messenger/message_builder_spec.rb:228
spec/builders/messages/instagram/messenger/message_builder_spec.rb:293
spec/services/tiktok/message_service_spec.rb`
- Result: `16 examples, 0 failures`

## Follow-up
- Migrate Website Live Chat workflow settings into this same
conversation-workflow settings model.
- Add Voice channel support for this workflow setting.

---------

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>
2026-02-25 13:56:51 +04:00
Sivin Varghese
172ff87b5b
feat: Replace vue-virtual-scroller with virtua for chat list virtualization (#13642)
# Pull Request Template

## Description

This PR replaces `vue-virtual-scroller` with
[`virtua`](https://github.com/inokawa/virtua/#benchmark) for the
conversation list virtualization.

### Changes
- Replace `vue-virtual-scroller`
(`DynamicScroller`/`DynamicScrollerItem`) with `virtua`'s `Virtualizer`
component
- Remove `IntersectionObserver`-based infinite scroll in favor of
`Virtualizer`'s `@scroll` event with offset-based bottom detection
- Remove `useEventListener` scroll binding and
`intersectionObserverOptions` computed
- Simplify item rendering — no more `DynamicScrollerItem` wrapper or
`size-dependencies` tracking; `virtua` measures items automatically


## Type of change

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


## 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
2026-02-25 12:59:02 +04:00
Sojan Jose
55f6257313
chore(hub): clean up legacy Captain hub flow (#13640)
## Summary
This PR cleans up legacy Hub/Captain integration paths and simplifies
hub URL behavior coverage in tests.

## Changes
- remove legacy Captain account endpoint flow from `ChatwootHub`
- remove obsolete spec coverage tied to that retired flow
- keep hub URL handling centralized in `base_url` with enterprise
overlay precedence
- simplify hub URL specs to assert explicit static URL expectations
where applicable

## Reproduce
Run the focused hub specs from this branch:
- `bundle exec rspec spec/lib/chatwoot_hub_spec.rb
spec/enterprise/lib/chatwoot_hub_spec.rb`

## Testing
Validated locally with:
- `bundle exec rspec spec/lib/chatwoot_hub_spec.rb
spec/enterprise/lib/chatwoot_hub_spec.rb`
- `bundle exec rubocop lib/chatwoot_hub.rb spec/lib/chatwoot_hub_spec.rb
enterprise/lib/enterprise/chatwoot_hub.rb
spec/enterprise/lib/chatwoot_hub_spec.rb`
2026-02-24 20:29:53 -08:00
Gabriel Jablonski
72354a4459
fix: normalize audio/opus content type to audio/ogg for WhatsApp attachments (#223) 2026-02-24 22:01:18 -03:00
Gabriel Jablonski
bce4e9b3a7
fix: clear source_id when retrying message to prevent skipping (#222)
* fix: clear source_id when retrying message to prevent skipping

* fix: validate message status and type before retrying to ensure proper handling
2026-02-24 14:45:07 -03:00
Muhsin Keloth
76f129efaf
feat(tiktok): Enable outgoing image attachments (#13620)
- Enabled the attachment button for TikTok conversations in the reply
box
- Auto-split messages when both text and an image are composed together,
since the TikTok API rejects mixed text+media in a single message.
Fixes
https://linear.app/chatwoot/issue/CW-6528/enable-outgoing-image-attachments
2026-02-24 20:13:58 +04:00
Aakash Bakhle
7cec4ebaae
feat: support multimodal user messages in captain v2 (#13581)
Extract and pass image attachments from the latest user message to the
runner,
excluding the last user message from the context for processing.

Fixes #13588 

# Pull Request Template

## Description

Adds image support to captain v2

## 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?

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 local testing

<img width="754" height="1008" alt="image"
src="https://github.com/user-attachments/assets/914cbc2c-9d30-42d0-87d4-9e5430845c87"
/>

langfuse also shows media correctly with the instrumentation code:
<img width="1800" height="1260" alt="image"
src="https://github.com/user-attachments/assets/ce0f5fa6-b1a5-42ec-a213-9a82b1751037"
/>


## Checklist:

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

---------

Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-24 19:37:41 +05:30
Muhsin Keloth
6be95e79f8
feat(csat): Add WhatsApp utility template analyzer with rewrite guidance (#13575)
CSAT templates for WhatsApp are submitted as Utility, but Meta may
reclassify them as Marketing based on content, which can significantly
increase messaging costs.
This PR introduces a Captain-powered CSAT template analyzer for
WhatsApp/Twilio WhatsApp that predicts utility fit, explains likely
risks, and suggests safer rewrites before submission. The flow is manual
(button-triggered), Captain-gated, and applies rewrites only on explicit
user action. It also updates UX copy to clearly set expectations: the
system submits as Utility, Meta makes the final categorization decision.

Fixes
https://linear.app/chatwoot/issue/CW-6424/ai-powered-whatsapp-template-classifier-for-csat-submissions


https://github.com/user-attachments/assets/8fd1d6db-2f91-447c-9771-3de271b16fd9
2026-02-24 15:11:04 +04:00
Tanmay Deep Sharma
2b85275e26
feat: show assignment policy name in auto-assignment activity messages (#13598) 2026-02-24 13:32:54 +05:30
gabrieljablonski
badd2ce030 docs: add VPN setup documentation for Baileys API using Gluetun and Mullvad 2026-02-23 19:18:07 -03:00
Muhsin Keloth
5b167b5b5b
fix(contacts): Show telegram id in contact details form (#13611)
## Summary
This change fixes a mismatch in contact details where Telegram data
could be shown in the contact profile/social icon area but was not
available in the editable contact form.

### What changed
- Added Telegram to the social links section of the next-gen contact
form so agents can view and edit it alongside Facebook, Instagram,
TikTok, Twitter, GitHub, and LinkedIn.
- Added Telegram support to the legacy conversation contact edit form
for parity between both contact editing experiences.
- Mapped social_telegram_user_name into the editable socialProfiles
payload when preparing contact form state, so Telegram usernames sourced
from channel attributes are visible in the form.
- Updated the conversation contact social profile merge logic so
Telegram display prefers an explicitly saved social profile value and
falls back to social_telegram_user_name when needed.
- Added the missing English i18n placeholder: Add Telegram.

### Why
Without this, users could see Telegram info in some contact views but
could not reliably edit it in contact details, creating inconsistent
behavior between display and edit states.

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2026-02-23 19:26:45 +04:00
Muhsin Keloth
b220663785
fix: Skip notifications for private notes (#13617)
When agents or integrations create private notes on a conversation,
every note was sending a notification to the assigned agent and all
conversation participants. The fix ensures that private notes no longer
trigger new message notifications. If someone explicitly mentions a
teammate in a private note, that person will still get notified as
expected.
2026-02-23 15:40:54 +04:00
Shivam Mishra
40da358dc2
feat: better errors for SMTP (#13401)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2026-02-23 16:00:17 +05:30
Tanmay Deep Sharma
957a1b17c9
perf: add default configs for assignment V2 (#13577)
## Description

AutoAssignment::RateLimiter#within_limit? returned true early for
inboxes without an AssignmentPolicy, bypassing fair distribution
entirely and allowing unlimited conversation assignment.

## Type of change

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

## Script

- Script to enable users with V2 assignment:
https://www.notion.so/chatwoot/Script-to-migrate-account-to-assignment-V2-30ca5f274c9280f5b8ecfd15e28eeb9c?source=copy_link

## 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>
2026-02-23 15:08:11 +05:30
Aakash Bakhle
9dd13b9a2b
fix: topup checkout flaky test (#13616) 2026-02-23 14:54:52 +05:30
Gabriel Jablonski
ce39e54308
feat: add audio transcoding support for WhatsApp Cloud API (#220)
* feat: add audio transcoding support for WhatsApp Cloud API

- Introduced `Audio::TranscodeService` to handle audio transcoding to OGG/Opus format.
- Updated `Messages::MessageBuilder` to transcode audio attachments based on `transcode_audio` parameter.
- Enhanced `WhatsappCloudService` to normalize audio content types and send voice flag for recorded audio in OGG format.
- Added utility functions for audio conversion in JavaScript.
- Updated Dockerfile to include FFmpeg for audio processing.
- Added tests for audio transcoding and WhatsApp Cloud service interactions.

* feat: enhance audio handling with transcoding support and error management

* feat: improve audio transcoding error handling and enhance audio recording features

* feat: enhance audio transcoding process and error handling for better reliability

* feat: update recorded audio handling to support boolean and array formats
2026-02-22 16:21:50 -03:00
Gabriel Jablonski
2d4e851de7
chore: add S3-compatible storage configuration options to environment files (#219) 2026-02-21 18:18:00 -03:00
Vishnu Narayanan
2441487a76
perf: skip conversation loading in /meta endpoint (#13564)
# Pull Request Template

## Summary
- Adds `perform_meta_only` method to `ConversationFinder` that runs
setup and counts without loading the paginated conversation list
- Updates `/api/v1/conversations/meta` to use `perform_meta_only`
instead of `perform`

## Problem
The `/meta` endpoint calls `ConversationFinder#perform` which:
1. Runs all filters and setup (`set_up`)
2. Computes 3 COUNT queries (`set_count_for_all_conversations`)
3. Filters by assignee type
4. **Builds the full paginated conversation list** with
`.includes(:taggings, :inbox, {assignee: {avatar_attachment: [:blob]}},
{contact: {avatar_attachment: [:blob]}}, :team, :contact_inbox)` +
sorting + pagination

The controller then **discards the conversations** and only uses the
counts:
```ruby
def meta
result = conversation_finder.perform
@conversations_count = result[:count]  # conversations thrown away
end
```

## Type of change

- [x] Performance fix

## How Has This Been Tested?

- [ ] Verify /meta returns correct mine/unassigned/assigned/all counts
- [ ] Verify counts update when switching inbox, team, or status filters
- [ ] Verify conversation list still loads correctly (uses perform, not
affected)
- [ ] Monitor response time reduction for /meta in NewRelic after deploy

## Checklist:

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

---------

Co-authored-by: Pranav <pranav@chatwoot.com>
2026-02-20 21:20:19 +05:30
Sivin Varghese
418bd177f8
fix: Adjust inbox settings pages layout width (#13590)
# Pull Request Template

## Description

This PR includes,

1. Adjusting the inbox settings page layout width from 3xl to 4xl for
the collaborators, configuration, and bot configuration sections.
2. Adding a dynamic max-width for inbox settings banners based on the
selected tab.
3. Making the sender name preview layout responsive.
4. Reordering automation rule row buttons so Clone appears before
Delete.
5. Update the Gmail icon ratio.
6. Fix height issues with team/inbox pages
7. The delete button changes to red on hover
8. Add border to conversation header when no dashboard apps present


## Type of change

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



## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
2026-02-20 20:20:32 +05:30
Shivam Mishra
572f5b2709
Merge branch 'hotfix/4.11.1' into develop 2026-02-20 20:02:39 +05:30
Shivam Mishra
15f25f019e
chore: bump version 2026-02-20 20:02:09 +05:30
Shivam Mishra
280ca06e5b
fix: url endpoint
fix: spec
2026-02-20 20:01:14 +05:30
Aakash Bakhle
d8f4bb940e
feat: add resolve_conversation tool for Captain V2 scenarios (#13597)
# Pull Request Template

## Description

Adds a new built-in tool that allows Captain scenarios to resolve
conversations programmatically. This enables automated workflows like
the misdirected contact deflector to close conversations after handling
them, while still allowing human review via label filtering.


## Type of change

Please delete options that are not relevant.

- [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.

tested by mentioning it to be used in captain v2 scenario

<img width="1180" height="828" alt="image"
src="https://github.com/user-attachments/assets/e70baf96-0c70-407e-af2c-328500ac5434"
/>



## 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: Claude Opus 4.6 <noreply@anthropic.com>
Co-authored-by: Tanmay Deep Sharma <32020192+tds-1@users.noreply.github.com>
2026-02-20 19:08:36 +05:30