d154edf8ea
307 Commits
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gabrieljablonski
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d3ce2a4cf9 | Merge branch 'main' into chore/merge-upstream-4.12.0 | ||
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Gabriel Jablonski
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a996b920e8
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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> |
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Gabriel Jablonski
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05e0d355dd
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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> |
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Aakash Bakhle
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efe49f7da4
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fix: captain liquid render file system (#13647) | ||
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Shivam Mishra
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b98c614669
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feat: add campaign context to Captain v2 prompts (#13644)
Co-authored-by: Aakash Bakhle <48802744+aakashb95@users.noreply.github.com> |
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Sojan Jose
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55f6257313
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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` |
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Aakash Bakhle
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7cec4ebaae
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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> |
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Aakash Bakhle
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d8f4bb940e
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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> |
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Aakash Bakhle
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db7e02b93b
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feat: captain channel type langfuse metadata (#13574)
# Pull Request Template ## Description Adds channel type to Captain assistant traces in Langfuse ## Type of change - [x] New feature (non-breaking change which adds functionality) ## How Has This Been Tested? Please describe the tests that you ran to verify your changes. Provide instructions so we can reproduce. Please also list any relevant details for your test configuration. <img width="906" height="672" alt="image" src="https://github.com/user-attachments/assets/224cee95-56aa-4672-8f74-0c0052251db9" /> <img width="908" height="611" alt="image" src="https://github.com/user-attachments/assets/ddd8ef0d-47c1-450c-a09f-27e82a34d04d" /> ## 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> |
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Sojan Jose
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2ab117e8eb
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feat(cloud-billing): cancel subscriptions at period end on deletion mark (#13580)
## How to reproduce In Chatwoot Cloud, mark an account for deletion from account settings while the account has an active Stripe subscription. Before this change, deletion marking did not explicitly mark subscriptions to stop renewing at period end. ## What changed This PR adds `Enterprise::Billing::CancelCloudSubscriptionsService` and calls it from the delete action path in `Enterprise::Api::V1::AccountsController`. The service lists only active Stripe subscriptions for the customer and sets `cancel_at_period_end: true` when needed. The account deletion schedule remains unchanged (existing static 7-day behavior), and Stripe deleted-event fallback behavior remains unchanged. ## How this was tested Added and updated specs: - `spec/enterprise/services/enterprise/billing/cancel_cloud_subscriptions_service_spec.rb` - `spec/enterprise/controllers/enterprise/api/v1/accounts_controller_spec.rb` Executed: - `bundle exec rspec spec/enterprise/services/enterprise/billing/cancel_cloud_subscriptions_service_spec.rb` - `bundle exec rspec spec/enterprise/controllers/enterprise/api/v1/accounts_controller_spec.rb:363` |
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gabrieljablonski
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9a4c5058f3 | Merge branch 'main' into chore/merge-upstream-4.11.0 | ||
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Aakash Bakhle
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dae4f3ee13
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fix: move llm call of captain outside transaction (#13559)
# Pull Request Template ## Description Please include a summary of the change and issue(s) fixed. Also, mention relevant motivation, context, and any dependencies that this change requires. Fixes: The LLM call was wrapped in a transaction. This is an anti-pattern and caused idle-connections which PG eventually terminated with `PQconsumeInput() FATAL: terminating connection due to idle-in-transaction timeout` This resulted in activity messages being missing in some conversations on captain handoff, failures queueing up for retry and captain responding long after conversation was marked open/snoozed. ## Type of change - [x] Bug fix (non-breaking change which fixes an issue) ## How Has This Been Tested? Please describe the tests that you ran to verify your changes. Provide instructions so we can reproduce. Please also list any relevant details for your test configuration. locally and specs ## 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: Muhsin Keloth <muhsinkeramam@gmail.com> |
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Aakash Bakhle
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138840a23f
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fix: typo in metadata key in captain v2 (#13558)
# Pull Request Template ## Description ## Type of change typo fix ## How Has This Been Tested? Please describe the tests that you ran to verify your changes. Provide instructions so we can reproduce. Please also list any relevant details for your test configuration. ## Checklist: - [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 |
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Aakash Bakhle
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aa7e3c2d38
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feat: langfuse logging improvements (#13534)
Langfuse logging improvements ## Description Please include a summary of the change and issue(s) fixed. Also, mention relevant motivation, context, and any dependencies that this change requires. Fixes # (issue) For reply suggestion: the errors are being stored inside output field, but observations should be marked as errors. For assistant: add credit_used metadata to filter handoffs from ai-replies For langfuse tool call: add `observation_type=tool` ## Type of change - [x] Bug fix (non-breaking change which fixes an issue) ## How Has This Been Tested? Please describe the tests that you ran to verify your changes. Provide instructions so we can reproduce. Please also list any relevant details for your test configuration. before: <img width="1028" height="57" alt="image" src="https://github.com/user-attachments/assets/70f6a36e-6c33-444c-a083-723c7c9e823a" /> after: <img width="872" height="69" alt="image" src="https://github.com/user-attachments/assets/1b6b6f5f-5384-4e9c-92ba-f56748fec6dd" /> `credit_used` to filter handoffs from AI replies that cause credit usage <img width="1082" height="672" alt="image" src="https://github.com/user-attachments/assets/90914227-553a-4c03-bc43-56b2018ac7c1" /> set `observation_type` to `tool` <img width="726" height="1452" alt="image" src="https://github.com/user-attachments/assets/e639cc9b-1c6c-4427-887e-23e5523bf64f" /> ## Checklist: - [x] My code follows the style guidelines of this project - [x] I have performed a self-review of my code - [x] I have commented on my code, particularly in hard-to-understand areas - [ ] I have made corresponding changes to the documentation - [x] My changes generate no new warnings - [ ] I have added tests that prove my fix is effective or that my feature works - [x] New and existing unit tests pass locally with my changes - [x] Any dependent changes have been merged and published in downstream modules |
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Aakash Bakhle
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3874383698
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feat: insrument captain v2 (#13439)
# Pull Request Template ## Description Instruments captain v2 ## Type of change - [x] New feature (non-breaking change which adds functionality) ## How Has This Been Tested? Please describe the tests that you ran to verify your changes. Provide instructions so we can reproduce. Please also list any relevant details for your test configuration. Local testing: <img width="864" height="510" alt="image" src="https://github.com/user-attachments/assets/855ebce5-e8b8-4d22-b0bb-0d413769a6ab" /> ## 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> |
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Sojan Jose
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61eaa098ae
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fix(messages): reduce audio transcription 400 retry noise (#13487)
## Summary This PR reduces duplicate failure noise for audio transcription jobs that fail with permanent HTTP 400 responses, and fixes a file-format edge case causing intermittent 400s. Sentry issue: [CHATWOOT-99E / 6660541334](https://chatwoot-p3.sentry.io/issues/6660541334/) ## Confirmed root cause For some attachments, the stored filename had no extension (example: `speech`, content type `audio/mpeg`). When the temporary transcription upload file was created without an extension, OpenAI returned: `Unrecognized file format` (HTTP 400). ## Scope of changes 1. `Messages::AudioTranscriptionJob` - Keeps `discard_on Faraday::BadRequestError` to avoid retry storms on permanent request errors. - Adds explicit Rails warning logs for discarded jobs with attachment/job/status context. 2. `Messages::AudioTranscriptionService` - Keeps guaranteed temp file cleanup via `ensure`. - Ensures temp upload files include an extension when the original filename has none, derived from blob `content_type`. - This addresses intermittent failures like extensionless `audio/mpeg` files. ## Reproduction Enable audio transcription for an account and process an audio attachment whose stored filename has no extension (for example `speech`) but valid audio content type (`audio/mpeg`). Before this fix, OpenAI transcription could return HTTP 400 `Unrecognized file format` for that attachment while similar attachments with extensions succeeded. ## Testing Ran: `bundle exec rubocop enterprise/app/jobs/messages/audio_transcription_job.rb enterprise/app/services/messages/audio_transcription_service.rb` Result: both modified files pass lint with no offenses. |
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Tanmay Deep Sharma
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f4538ae2c5
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fix: Enforce team boundaries to prevent cross-team assignments (#13353)
## Description Fixes a critical bug where conversations assigned to a team could be auto-assigned to agents outside that team when all team members were at capacity. ## Type of change - [ ] Bug fix (non-breaking change which fixes an issue) ## Checklist: - [ ] My code follows the style guidelines of this project - [ ] I have performed a self-review of my code - [ ] I have commented on my code, particularly in hard-to-understand areas - [ ] I have made corresponding changes to the documentation - [ ] My changes generate no new warnings - [ ] I have added tests that prove my fix is effective or that my feature works - [ ] New and existing unit tests pass locally with my changes - [ ] Any dependent changes have been merged and published in downstream modules <!-- CURSOR_SUMMARY --> --- > [!NOTE] > **Medium Risk** > Changes core assignment selection for both legacy and v2 flows; misconfiguration of `allow_auto_assign` or team membership could cause conversations to remain unassigned. > > **Overview** > Prevents auto-assignment from crossing team boundaries by filtering eligible agents to the conversation’s `team` members (and requiring `team.allow_auto_assign`) in both the legacy `AutoAssignmentHandler` path and the v2 `AutoAssignment::AssignmentService` (including the Enterprise override). > > Adds test coverage to ensure team-scoped conversations only assign to team members, and are skipped when team auto-assign is disabled or no team members are available; also updates the conversations controller spec setup to include team membership. > > <sup>Written by [Cursor Bugbot](https://cursor.com/dashboard?tab=bugbot) for commit 67ed2bda0cd8ffd56c7e0253b86369dead2e6155. This will update automatically on new commits. Configure [here](https://cursor.com/dashboard?tab=bugbot).</sup> <!-- /CURSOR_SUMMARY --> |
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Shivam Mishra
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2c2f0547f7
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fix: Captain not responding to campaign conversations (#13489)
Co-authored-by: Aakash Bakhle <48802744+aakashb95@users.noreply.github.com> |
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Vishnu Narayanan
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00ed074d72
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fix: disable email transcript for free plans (#13509)
- Block email transcript functionality for accounts without a paid plan to prevent SES abuse. |
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Tanmay Deep Sharma
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7b512bd00e
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fix: V2 Assignment service enhancements (#13036)
## Linear Ticket: https://linear.app/chatwoot/issue/CW-6081/review-feedback ## Description Assignment V2 Service Enhancements - Enable Assignment V2 on plan upgrade - Fix UI issue with fair distribution policy display - Add advanced assignment feature flag and enhance Assignment V2 capabilities ## Type of change - [ ] Bug fix (non-breaking change which fixes an issue) ## How Has This Been Tested? This has been tested using the UI. ## Checklist: - [ ] My code follows the style guidelines of this project - [ ] I have performed a self-review of my code - [ ] I have commented on my code, particularly in hard-to-understand areas - [ ] I have made corresponding changes to the documentation - [ ] My changes generate no new warnings - [ ] I have added tests that prove my fix is effective or that my feature works - [ ] New and existing unit tests pass locally with my changes - [ ] Any dependent changes have been merged and published in downstream modules <!-- CURSOR_SUMMARY --> --- > [!NOTE] > **Medium Risk** > Changes auto-assignment execution paths, rate limiting defaults, and feature-flag gating (including premium plan behavior), which could affect which conversations get assigned and when. UI rewires inbox settings and policy flows, so regressions are possible around navigation/linking and feature visibility. > > **Overview** > **Adds a new premium `advanced_assignment` feature flag** and uses it to gate capacity/balanced assignment features in the UI (sidebar entry, settings routes, assignment-policy landing cards) and backend (Enterprise balanced selector + capacity filtering). `advanced_assignment` is marked premium, included in Business plan entitlements, and auto-synced in Enterprise accounts when `assignment_v2` is toggled. > > **Improves Assignment V2 policy UX** by adding an inbox-level “Conversation Assignment” section (behind `assignment_v2`) that can link/unlink an assignment policy, navigate to create/edit policy flows with `inboxId` query context, and show an inbox-link prompt after creating a policy. The policy form now defaults to enabled, disables the `balanced` option with a premium badge/message when unavailable, and inbox lists support click-to-navigate. > > **Tightens/adjusts auto-assignment behavior**: bulk assignment now requires `inbox.enable_auto_assignment?`, conversation ordering uses the attached `assignment_policy` priority, and rate limiting uses `assignment_policy` config with an infinite default limit while still tracking assignments. Tests and i18n strings are updated accordingly. > > <sup>Written by [Cursor Bugbot](https://cursor.com/dashboard?tab=bugbot) for commit 23bc03bf75ee4376071e4d7fc7cd564c601d33d7. This will update automatically on new commits. Configure [here](https://cursor.com/dashboard?tab=bugbot).</sup> <!-- /CURSOR_SUMMARY --> --------- Co-authored-by: Pranav <pranav@chatwoot.com> Co-authored-by: iamsivin <iamsivin@gmail.com> Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com> Co-authored-by: Shivam Mishra <scm.mymail@gmail.com> |
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Aakash Bakhle
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bd732f1fa9
|
fix: search faqs in account language (#13428)
# Pull Request Template ## Description Reply suggestions uses `search_documentation`. While this is useful, there is a subtle bug, a user's message may be in a different language (say spanish) than the FAQs present (english). This results in embedding search in spanish and compared against english vectors, which results in poor retrieval and poor suggestions. Fixes # (issue) This PR fixes the above behaviour by making a small llm call translate the query before searching in the search documentation tool ## Type of change - [x] Bug fix (non-breaking change which fixes an issue) ## How Has This Been Tested? Please describe the tests that you ran to verify your changes. Provide instructions so we can reproduce. Please also list any relevant details for your test configuration. before: <img width="894" height="157" alt="image" src="https://github.com/user-attachments/assets/83871ee5-511e-4432-8b99-39e803759f63" /> after: <img width="1149" height="294" alt="image" src="https://github.com/user-attachments/assets/f9617d7a-6d48-4ca1-ad1c-2181e16c1f3d" /> test on rails console: <img width="2094" height="380" alt="image" src="https://github.com/user-attachments/assets/159fdaa5-8808-49d2-be5d-304d69fa97f7" /> ## 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 |
||
|
Sojan Jose
|
053b7774dd
|
fix: Render all account limit fields (#13435)
## Bug Explanation - The Super Admin limits form renders inputs by iterating the keys of `account.limits`. - When `account.limits` was present, `AccountLimitsField#to_s` returned only that hash (no defaults). - On save, `SuperAdmin::AccountsController` compacts the limits hash, removing blank keys. - Result: if only one key (e.g., `agents`) was saved, the other keys were missing from the hash and their fields disappeared on the next render. ## Fix - Always start from a defaults hash of all expected limit keys and merge in any saved overrides. - This keeps the UI stable and ensures all limit inputs remain visible even when the stored hash is partial. - Upgraded meta_request to `0.8.5` to stop a dev‑only `SystemStackError` caused by JSON‑encoding ActiveRecord::Transaction in Rails 7.2. No production behavior changes. ## Reproduction Steps 1. In Super Admin, edit an account and set only `agents` in the limits; leave other limit fields blank and save. 2. Re-open the same account in Super Admin. 3. Observe that only `agents` is rendered and other limit fields are missing. ## Testing - Tested on UI --------- Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com> |
||
|
Vishnu Narayanan
|
c884cdefde
|
feat: add per-account daily rate limit for outbound emails (#13411)
Introduce a daily cap on non-channel outbound emails to prevent abuse. Fixes https://linear.app/chatwoot/issue/CW-6418/ses-incident-jan-28 ## Type of change - [x] New feature (non-breaking change which adds functionality) - [x] Breaking change (fix or feature that would cause existing functionality not to work as expected) ## Summary - Adds a Redis-based daily counter to rate limit outbound emails per account, preventing email abuse - Covers continuity emails (WebWidget/API), conversation transcripts, and agent notifications - Email channel replies are excluded (paid feature, not abusable) - Adds account suspension check in `ConversationReplyMailer` to block already-queued emails for suspended accounts ## Limit Resolution Hierarchy 1. Per-account override (`account.limits['emails']`) — SuperAdmin configurable 2. Enterprise plan-based (`ACCOUNT_EMAILS_PLAN_LIMITS` InstallationConfig) 3. Global default (`ACCOUNT_EMAILS_LIMIT` InstallationConfig, default: 100) 4. Fallback (`ChatwootApp.max_limit` — effectively unlimited) ## Enforcement Points | Path | Where | Behavior | |------|-------|----------| | WebWidget/API continuity | `SendEmailNotificationService#should_send_email_notification?` | Silently skipped | | Widget transcript | `Widget::ConversationsController#transcript` | Returns 429 | | API transcript | `ConversationsController#transcript` | Returns 429 | | Agent notifications | `Notification::EmailNotificationService#perform` | Silently skipped | | Email channel replies | Not rate limited | Paid feature | | Suspended accounts | `ConversationReplyMailer` | Blocked at mailer level | |
||
|
Aakash Bakhle
|
81307d5aea
|
feat: search documentation tool for reply suggestions (#13340)
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com> |
||
|
Aakash Bakhle
|
77493c5d0f
|
fix: captain assistant image comprehension (#13390)
# Pull Request Template ## Description Fixes # (issue) When we migrated to RubyLLM, images weren't being sent properly in RubyLLM format to the model, so it did not understand images. ## 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 + local testing Current behaviour on staging: <img width="772" height="1012" alt="image" src="https://github.com/user-attachments/assets/7b7d360f-dea4-48af-b20b-ee4c98a38a85" /> local testing with fix: <img width="792" height="1216" alt="image" src="https://github.com/user-attachments/assets/5ef82452-015e-4bda-a68f-884d00acb014" /> ## 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: Sojan Jose <sojan@pepalo.com> |
||
|
Muhsin Keloth
|
04b2901e1f
|
feat: Conversation workflows(EE) (#13040)
We are expanding Chatwoot’s automation capabilities by introducing **Conversation Workflows**, a dedicated section in settings where teams can configure rules that govern how conversations are closed and what information agents must fill before resolving. This feature helps teams enforce data consistency, collect structured resolution information, and ensure downstream reporting is accurate. Instead of having auto‑resolution buried inside Account Settings, we introduced a new sidebar item: - Auto‑resolve conversations (existing behaviour) - Required attributes on resolution (new) This groups all conversation‑closing logic into a single place. #### Required Attributes on Resolve Admins can now pick which custom conversation attributes must be filled before an agent can resolve a conversation. **How it works** - Admin selects one or more attributes from the list of existing conversation level custom attributes. - These selected attributes become mandatory during resolution. - List all the attributes configured via Required Attributes (Text, Number, Link, Date, List, Checkbox) - When an agent clicks Resolve Conversation: If attributes already have values → the conversation resolves normally. If attributes are missing → a modal appears prompting the agent to fill them. <img width="1554" height="1282" alt="CleanShot 2025-12-10 at 11 42 23@2x" src="https://github.com/user-attachments/assets/4cd5d6e1-abe8-4999-accd-d4a08913b373" /> #### Custom Attributes Integration On the Custom Attributes page, we will surfaced indicators showing how each attribute is being used. Each attribute will show badges such as: - Resolution → used in the required‑on‑resolve workflow - Pre‑chat form → already existing <img width="2390" height="1822" alt="CleanShot 2025-12-10 at 11 43 42@2x" src="https://github.com/user-attachments/assets/b92a6eb7-7f6c-40e6-bf23-6a5310f2d9c5" /> #### Admin Flow - Navigate to Settings → Conversation Workflows. - Under Required attributes on resolve, click Add Required Attribute. - Pick from the dropdown list of conversation attributes. - Save changes. Agents will now be prompted automatically whenever they resolve. <img width="2434" height="872" alt="CleanShot 2025-12-10 at 11 44 42@2x" src="https://github.com/user-attachments/assets/632fc0e5-767c-4a1c-8cf4-ffe3d058d319" /> #### NOTES - The Required Attributes on Resolve modal should only appear when values are missing. - Required attributes must block the resolution action until satisfied. - Bulk‑resolve actions should follow the same rules — any conversation missing attributes cannot be bulk‑resolved, rest will be resolved, show a notification that the resolution cannot be done. - API resolution does not respect the attributes. --------- Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com> Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com> Co-authored-by: iamsivin <iamsivin@gmail.com> Co-authored-by: Pranav <pranav@chatwoot.com> |
||
|
Shivam Mishra
|
6a482926b4
|
feat: new Captain Editor (#13235)
Co-authored-by: Aakash Bakhle <48802744+aakashb95@users.noreply.github.com> Co-authored-by: Vishnu Narayanan <iamwishnu@gmail.com> Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com> Co-authored-by: iamsivin <iamsivin@gmail.com> Co-authored-by: aakashb95 <aakashbakhle@gmail.com> |
||
|
Pranav
|
b2ffad1998
|
fix: Validate status and priority params in search conversations tool (#13295)
Co-authored-by: Claude Opus 4.5 <noreply@anthropic.com> |
||
|
gabrieljablonski
|
6ab1898992 | Merge branch 'main' into chore/merge-upstream-4.10 | ||
|
Pranav
|
a8b302d4cd
|
feat(ee): Review Notes for CSAT Reports (#13289)
CSAT scores are helpful, but on their own they rarely tell the full story. A drop in rating can come from delayed timelines, unclear expectations, or simple misunderstandings, even when the issue itself was handled correctly. Review Notes for CSAT let admins/report manager roles add internal-only context next to each CSAT response. This makes it easier to interpret scores properly and focus on patterns and root causes, not just numbers. <img width="2170" height="1680" alt="image" src="https://github.com/user-attachments/assets/56df7fab-d0a7-4a94-95b9-e4c459ad33d5" /> ### Why this matters * Capture the real context behind individual CSAT ratings * Clarify whether a low score points to a genuine service issue or a process gap * Spot recurring themes across conversations and teams * Make CSAT reviews more useful for leadership reviews and retrospectives ### How Review Notes work **View CSAT responses** Open the CSAT report to see overall metrics, rating distribution, and individual responses. **Add a Review Note** For any CSAT entry, managers can add a Review Note directly below the customer’s feedback. **Document internal insights** Use Review Notes to capture things like: * Why a score was lower or higher than expected * Patterns you are seeing across similar cases * Observations around communication, timelines, or customer expectations Review Notes are visible only to administrators and people with report access only. We may expand visibility to agents in the future based on feedback. However, customers never see them. Each note clearly shows who added it and when, making it easy to review context and changes over time. |
||
|
Aakash Bakhle
|
bddf06907b
|
fix: double counting in langfuse instrumentation (#13202) | ||
|
Shivam Mishra
|
34b42a1ce1
|
feat: add global config for captain settings (#13141)
Co-authored-by: aakashb95 <aakashbakhle@gmail.com> Co-authored-by: Aakash Bakhle <48802744+aakashb95@users.noreply.github.com> |
||
|
Shivam Mishra
|
b099d3a1eb
|
fix: PDF errors not loading in CI (#13236) | ||
|
Vinay Keerthi
|
005a22fd69
|
feat: Add sorting by contacts count to companies list (#13012)
## Description Adds the ability to sort companies by the number of contacts they have (contacts_count) in ascending or descending order. This is part of the Chatwoot 5.0 release requirements for the companies feature. The implementation uses a scope-based approach consistent with other sorting implementations in the codebase (e.g., contacts sorting by last_activity_at). ## Type of change - [x] New feature (non-breaking change which adds functionality) ## Available Sorting Options After this change, the Companies API supports the following sorting options: | Sort Field | Type | Ascending | Descending | |------------|------|-----------|------------| | `name` | string | `?sort=name` | `?sort=-name` | | `domain` | string | `?sort=domain` | `?sort=-domain` | | `created_at` | datetime | `?sort=created_at` | `?sort=-created_at` | | `contacts_count` | integer (scope) | `?sort=contacts_count` | `?sort=-contacts_count` | **Note:** Prefix with `-` for descending order. Companies with NULL contacts_count will appear last (NULLS LAST). ## CURL Examples **Sort by contacts count (ascending):** ```bash curl -X GET 'https://app.chatwoot.com/api/v1/accounts/{account_id}/companies?sort=contacts_count' \ -H 'api_access_token: YOUR_API_TOKEN' ``` **Sort by contacts count (descending):** ```bash curl -X GET 'https://app.chatwoot.com/api/v1/accounts/{account_id}/companies?sort=-contacts_count' \ -H 'api_access_token: YOUR_API_TOKEN' ``` **Sort by name (ascending):** ```bash curl -X GET 'https://app.chatwoot.com/api/v1/accounts/{account_id}/companies?sort=name' \ -H 'api_access_token: YOUR_API_TOKEN' ``` **Sort by created_at (descending):** ```bash curl -X GET 'https://app.chatwoot.com/api/v1/accounts/{account_id}/companies?sort=-created_at' \ -H 'api_access_token: YOUR_API_TOKEN' ``` **With pagination:** ```bash curl -X GET 'https://app.chatwoot.com/api/v1/accounts/{account_id}/companies?sort=-contacts_count&page=2' \ -H 'api_access_token: YOUR_API_TOKEN' ``` ## How Has This Been Tested? - Added RSpec tests for both ascending and descending sort - All 24 existing specs pass - Manually tested the sorting functionality with test data **Test configuration:** - Ruby 3.4.4 - Rails 7.1.5.2 - PostgreSQL (test database) **To reproduce:** 1. Run `bundle exec rspec spec/enterprise/controllers/api/v1/accounts/companies_controller_spec.rb` 2. All tests should pass (24 examples, 0 failures) ## Checklist: - [x] My code follows the style guidelines of this project - [x] I have performed a self-review of my code - [x] My changes generate no new warnings - [x] I have added tests that prove my fix is effective or that my feature works - [x] New and existing unit tests pass locally with my changes ## Technical Details **Backend changes:** - Controller: Added `sort_on :contacts_count` with scope-based sorting - Model: Added `order_on_contacts_count` scope using `Arel::Nodes::SqlLiteral` and `sanitize_sql_for_order` with `NULLS LAST` for consistent NULL handling - Specs: Added 2 new tests for ascending/descending sort validation **Files changed:** - `enterprise/app/controllers/api/v1/accounts/companies_controller.rb` - `enterprise/app/models/company.rb` - `spec/enterprise/controllers/api/v1/accounts/companies_controller_spec.rb` **Note:** This PR only includes the backend implementation. Frontend changes (sort menu UI + i18n) will follow in a separate commit. --------- Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com> Co-authored-by: iamsivin <iamsivin@gmail.com> Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com> Co-authored-by: Pranav <pranav@chatwoot.com> |
||
|
Pranav
|
837026c146
|
feat: Use amplitude for Cloud Analytics (#13217)
Migrates our analytics integration on Cloud from PostHog to Amplitude. This change updates the core AnalyticsHelper class to use the Amplitude SDK while maintaining the same tracking interface. Rest of all existing analytics calls throughout the codebase continue to work without modification. **Changes:** - Replace PostHog analytics with Amplitude SDK - Rename ANALYTICS_TOKEN to CLOUD_ANALYTICS_TOKEN for clarity - Fix bug in page() method signature that was causing malformed payloads |
||
|
Aakash Bakhle
|
dcc72ee63c
|
fix: consistent instrumentation with conversation.display_id (#13194) | ||
|
Vinay Keerthi
|
59cbf57e20
|
feat: Advanced Search Backend (#12917)
## Description
Implements comprehensive search functionality with advanced filtering
capabilities for Chatwoot (Linear: CW-5956).
This PR adds:
1. **Time-based filtering** for contacts and conversations (SQL-based
search)
2. **Advanced message search** with multiple filters
(OpenSearch/Elasticsearch-based)
- **`from` filter**: Filter messages by sender (format: `contact:42` or
`agent:5`)
- **`inbox_id` filter**: Filter messages by specific inbox
- **Time range filters**: Filter messages using `since` and `until`
parameters (Unix timestamps in seconds)
- **90-day limit enforcement**: Automatically limits searches to the
last 90 days to prevent performance issues
The implementation extends the existing `Enterprise::SearchService`
module for advanced features and adds time filtering to the base
`SearchService` for SQL-based searches.
## API Documentation
### Base URL
All search endpoints follow this pattern:
```
GET /api/v1/accounts/{account_id}/search/{resource}
```
### Authentication
All requests require authentication headers:
```
api_access_token: YOUR_ACCESS_TOKEN
```
---
## 1. Search All Resources
**Endpoint:** `GET /api/v1/accounts/{account_id}/search`
Returns results from all searchable resources (contacts, conversations,
messages, articles).
### Parameters
| Parameter | Type | Description | Required |
|-----------|------|-------------|----------|
| `q` | string | Search query | Yes |
| `page` | integer | Page number (15 items per page) | No |
| `since` | integer | Unix timestamp (contacts/conversations only) | No
|
| `until` | integer | Unix timestamp (contacts/conversations only) | No
|
### Example Request
```bash
curl -X GET "https://app.chatwoot.com/api/v1/accounts/1/search?q=customer" \
-H "api_access_token: YOUR_ACCESS_TOKEN"
```
### Example Response
```json
{
"payload": {
"contacts": [...],
"conversations": [...],
"messages": [...],
"articles": [...]
}
}
```
---
## 2. Search Contacts
**Endpoint:** `GET /api/v1/accounts/{account_id}/search/contacts`
Search contacts by name, email, phone number, or identifier with
optional time filtering.
### Parameters
| Parameter | Type | Description | Required |
|-----------|------|-------------|----------|
| `q` | string | Search query | Yes |
| `page` | integer | Page number (15 items per page) | No |
| `since` | integer | Unix timestamp - filter by last_activity_at | No |
| `until` | integer | Unix timestamp - filter by last_activity_at | No |
### Example Requests
**Basic search:**
```bash
curl -X GET "https://app.chatwoot.com/api/v1/accounts/1/search/contacts?q=john" \
-H "api_access_token: YOUR_ACCESS_TOKEN"
```
**Search contacts active in the last 7 days:**
```bash
SINCE=$(date -v-7d +%s)
curl -X GET "https://app.chatwoot.com/api/v1/accounts/1/search/contacts?q=john&since=${SINCE}" \
-H "api_access_token: YOUR_ACCESS_TOKEN"
```
**Search contacts active between 30 and 7 days ago:**
```bash
SINCE=$(date -v-30d +%s)
UNTIL=$(date -v-7d +%s)
curl -X GET "https://app.chatwoot.com/api/v1/accounts/1/search/contacts?q=john&since=${SINCE}&until=${UNTIL}" \
-H "api_access_token: YOUR_ACCESS_TOKEN"
```
### Example Response
```json
{
"payload": {
"contacts": [
{
"id": 42,
"email": "john@example.com",
"name": "John Doe",
"phone_number": "+1234567890",
"identifier": "user_123",
"additional_attributes": {},
"created_at": 1701234567
}
]
}
}
```
---
## 3. Search Conversations
**Endpoint:** `GET /api/v1/accounts/{account_id}/search/conversations`
Search conversations by display ID, contact name, email, phone number,
or identifier with optional time filtering.
### Parameters
| Parameter | Type | Description | Required |
|-----------|------|-------------|----------|
| `q` | string | Search query | Yes |
| `page` | integer | Page number (15 items per page) | No |
| `since` | integer | Unix timestamp - filter by last_activity_at | No |
| `until` | integer | Unix timestamp - filter by last_activity_at | No |
### Example Requests
**Basic search:**
```bash
curl -X GET "https://app.chatwoot.com/api/v1/accounts/1/search/conversations?q=billing" \
-H "api_access_token: YOUR_ACCESS_TOKEN"
```
**Search conversations active in the last 24 hours:**
```bash
SINCE=$(date -v-1d +%s)
curl -X GET "https://app.chatwoot.com/api/v1/accounts/1/search/conversations?q=billing&since=${SINCE}" \
-H "api_access_token: YOUR_ACCESS_TOKEN"
```
**Search conversations from last month:**
```bash
SINCE=$(date -v-30d +%s)
UNTIL=$(date +%s)
curl -X GET "https://app.chatwoot.com/api/v1/accounts/1/search/conversations?q=billing&since=${SINCE}&until=${UNTIL}" \
-H "api_access_token: YOUR_ACCESS_TOKEN"
```
### Example Response
```json
{
"payload": {
"conversations": [
{
"id": 123,
"display_id": 45,
"inbox_id": 1,
"status": "open",
"messages": [...],
"meta": {...}
}
]
}
}
```
---
## 4. Search Messages (Advanced)
**Endpoint:** `GET /api/v1/accounts/{account_id}/search/messages`
Advanced message search with multiple filters powered by
OpenSearch/Elasticsearch.
### Prerequisites
- OpenSearch/Elasticsearch must be running (`OPENSEARCH_URL` env var
configured)
- Account must have `advanced_search` feature flag enabled
- Messages must be indexed in OpenSearch
### Parameters
| Parameter | Type | Description | Required |
|-----------|------|-------------|----------|
| `q` | string | Search query | Yes |
| `page` | integer | Page number (15 items per page) | No |
| `from` | string | Filter by sender: `contact:{id}` or `agent:{id}` |
No |
| `inbox_id` | integer | Filter by specific inbox ID | No |
| `since` | integer | Unix timestamp - searches from this time (max 90
days ago) | No |
| `until` | integer | Unix timestamp - searches until this time | No |
### Important Notes
- **90-Day Limit**: If `since` is not provided, searches default to the
last 90 days
- If `since` exceeds 90 days, returns `422` error: "Search is limited to
the last 90 days"
- All time filters use message `created_at` timestamp
### Example Requests
**Basic message search:**
```bash
curl -X GET "https://app.chatwoot.com/api/v1/accounts/1/search/messages?q=refund" \
-H "api_access_token: YOUR_ACCESS_TOKEN"
```
**Search messages from a specific contact:**
```bash
curl -X GET "https://app.chatwoot.com/api/v1/accounts/1/search/messages?q=refund&from=contact:42" \
-H "api_access_token: YOUR_ACCESS_TOKEN"
```
**Search messages from a specific agent:**
```bash
curl -X GET "https://app.chatwoot.com/api/v1/accounts/1/search/messages?q=refund&from=agent:5" \
-H "api_access_token: YOUR_ACCESS_TOKEN"
```
**Search messages in a specific inbox:**
```bash
curl -X GET "https://app.chatwoot.com/api/v1/accounts/1/search/messages?q=refund&inbox_id=3" \
-H "api_access_token: YOUR_ACCESS_TOKEN"
```
**Search messages from the last 7 days:**
```bash
SINCE=$(date -v-7d +%s)
curl -X GET "https://app.chatwoot.com/api/v1/accounts/1/search/messages?q=refund&since=${SINCE}" \
-H "api_access_token: YOUR_ACCESS_TOKEN"
```
**Search messages between specific dates:**
```bash
SINCE=$(date -v-30d +%s)
UNTIL=$(date -v-7d +%s)
curl -X GET "https://app.chatwoot.com/api/v1/accounts/1/search/messages?q=refund&since=${SINCE}&until=${UNTIL}" \
-H "api_access_token: YOUR_ACCESS_TOKEN"
```
**Combine all filters:**
```bash
SINCE=$(date -v-14d +%s)
curl -X GET "https://app.chatwoot.com/api/v1/accounts/1/search/messages?q=refund&from=contact:42&inbox_id=3&since=${SINCE}" \
-H "api_access_token: YOUR_ACCESS_TOKEN"
```
**Attempt to search beyond 90 days (returns error):**
```bash
SINCE=$(date -v-120d +%s)
curl -X GET "https://app.chatwoot.com/api/v1/accounts/1/search/messages?q=refund&since=${SINCE}" \
-H "api_access_token: YOUR_ACCESS_TOKEN"
```
### Example Response (Success)
```json
{
"payload": {
"messages": [
{
"id": 789,
"content": "I need a refund for my purchase",
"message_type": "incoming",
"created_at": 1701234567,
"conversation_id": 123,
"inbox_id": 3,
"sender": {
"id": 42,
"type": "contact"
}
}
]
}
}
```
### Example Response (90-day limit exceeded)
```json
{
"error": "Search is limited to the last 90 days"
}
```
**Status Code:** `422 Unprocessable Entity`
---
## 5. Search Articles
**Endpoint:** `GET /api/v1/accounts/{account_id}/search/articles`
Search help center articles by title or content.
### Parameters
| Parameter | Type | Description | Required |
|-----------|------|-------------|----------|
| `q` | string | Search query | Yes |
| `page` | integer | Page number (15 items per page) | No |
### Example Request
```bash
curl -X GET "https://app.chatwoot.com/api/v1/accounts/1/search/articles?q=installation" \
-H "api_access_token: YOUR_ACCESS_TOKEN"
```
### Example Response
```json
{
"payload": {
"articles": [
{
"id": 456,
"title": "Installation Guide",
"slug": "installation-guide",
"portal_slug": "help",
"account_id": 1,
"category_name": "Getting Started",
"status": "published",
"updated_at": 1701234567
}
]
}
}
```
---
## Technical Implementation
### SQL-Based Search (Contacts, Conversations, Articles)
- Uses PostgreSQL `ILIKE` queries by default
- Optional GIN index support via `search_with_gin` feature flag for
better performance
- Time filtering uses `last_activity_at` for contacts/conversations
- Returns paginated results (15 per page)
### Advanced Search (Messages)
- Powered by OpenSearch/Elasticsearch via Searchkick gem
- Requires `OPENSEARCH_URL` environment variable
- Requires `advanced_search` account feature flag
- Enforces 90-day lookback limit via
`Limits::MESSAGE_SEARCH_TIME_RANGE_LIMIT_DAYS`
- Validates inbox access permissions before filtering
- Returns paginated results (15 per page)
---
## Type of change
- [x] New feature (non-breaking change which adds functionality)
- [x] Enhancement (improves existing functionality)
---
## How Has This Been Tested?
### Unit Tests
- **Contact Search Tests**: 3 new test cases for time filtering
(`since`, `until`, combined)
- **Conversation Search Tests**: 3 new test cases for time filtering
- **Message Search Tests**: 10+ test cases covering:
- Individual filters (`from`, `inbox_id`, time range)
- Combined filters
- Permission validation for inbox access
- Feature flag checks
- 90-day limit enforcement
- Error handling for exceeded time limits
### Test Commands
```bash
# Run all search controller tests
bundle exec rspec spec/controllers/api/v1/accounts/search_controller_spec.rb
# Run search service tests (includes enterprise specs)
bundle exec rspec spec/services/search_service_spec.rb
```
### Manual Testing Setup
A rake task is provided to create 50,000 test messages across multiple
inboxes:
```bash
# 1. Create test data
bundle exec rake search:setup_test_data
# 2. Start OpenSearch
mise elasticsearch-start
# 3. Reindex messages
rails runner "Message.search_index.import Message.all"
# 4. Enable feature flag
rails runner "Account.first.enable_features('advanced_search')"
# 5. Test via API or Rails console
```
---
## Checklist
- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [x] I have made corresponding changes to the documentation (this PR
description)
- [x] My changes generate no new warnings
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
---
## Additional Notes
### Requirements
- **OpenSearch/Elasticsearch**: Required for advanced message search
- Set `OPENSEARCH_URL` environment variable
- Example: `export OPENSEARCH_URL=http://localhost:9200`
- **Feature Flags**:
- `advanced_search`: Account-level flag for message advanced search
- `search_with_gin` (optional): Account-level flag for GIN-based SQL
search
### Performance Considerations
- 90-day limit prevents expensive long-range queries on large datasets
- GIN indexes recommended for high-volume search on SQL-based resources
- OpenSearch/Elasticsearch provides faster full-text search for messages
### Breaking Changes
- None. All new parameters are optional and backward compatible.
### Frontend Integration
- Frontend PR tracking advanced search UI will consume these endpoints
- Time range pickers should convert JavaScript `Date` to Unix timestamps
(seconds)
- Date conversion: `Math.floor(date.getTime() / 1000)`
### Error Handling
- Invalid `from` parameter format is silently ignored (filter not
applied)
- Time range exceeding 90 days returns `422` with error message
- Missing `q` parameter returns `422` (existing behavior)
- Unauthorized inbox access is filtered out (no error, just excluded
from results)
---------
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
|
||
|
Tanmay Deep Sharma
|
d408f664cb
|
fix: add linear integration for the startup plan (#13136)
Co-authored-by: tanmay <tanmay-chatwoot@tanmays-MacBook-Pro.local> |
||
|
gabrieljablonski
|
6d9a344186 | chore: fix linting | ||
|
gabrieljablonski
|
549214e96d | Merge branch main into chore/merge-upstream | ||
|
Sojan Jose
|
d2ba9a2ad3
|
feat(enterprise): add voice conference API (#13064)
The backend APIs for the voice call channel ref: #11602 |
||
|
Aakash Bakhle
|
3fce56c98f
|
fix: captain template message conflict (#13048)
Co-authored-by: aakashb95 <aakash@chatwoot.com> Co-authored-by: Shivam Mishra <scm.mymail@gmail.com> Co-authored-by: Vishnu Narayanan <iamwishnu@gmail.com> |
||
|
Aakash Bakhle
|
1de8d3e56d
|
feat: legacy features to ruby llm (#12994) | ||
|
Shivam Mishra
|
0d8e249fe4
|
feat: include chatwoot metadata with each tool call (#12907) | ||
|
Muhsin Keloth
|
20fa5eeaa5
|
fix: Prevent SLA deletion timeouts by moving to async job (#12944)
This PR fixes the HTTP 500 timeout errors occurring when deleting SLA
policies that have large volumes of historical data.
The fix moves the deletion workflow to asynchronous background
processing using the existing `DeleteObjectJob`.
By offloading heavy cascaded deletions (applied SLAs, SLA events,
conversation nullifications) from the request cycle, the API can now
return immediately while the cleanup continues in the background
avoiding the `Rack::Timeout::RequestTimeoutException`. This ensures that
SLA policies can be deleted reliably, regardless of data size.
### Problem
Deleting an SLA policy via `DELETE
/api/v1/accounts/{account_id}/sla_policies/{id}` fails consistently with
`Rack::Timeout::RequestTimeoutException (15s)` for policies with large
amounts of related data.
Because the current implementation performs all dependent deletions
**synchronously**, Rails processes:
- `has_many :applied_slas, dependent: :destroy` (thousands)
- Each `AppliedSla#destroy` → triggers destruction of many `SlaEvent`
records
- `has_many :conversations, dependent: :nullify` (thousands)
This processing far exceeds the Rack timeout window and consistently
triggers HTTP 500 errors for users.
### Solution
This PR applies the same pattern used successfully in Inbox deletion.
**Move deletion to async background jobs**
- Uses `DeleteObjectJob` for centralized, reliable cleanup.
- Allows the DELETE API call to respond immediately.
**Chunk large datasets**
- Records are processed in **batches of 5,000** to reduce DB load and
avoid job timeouts.
|
||
|
Tanmay Deep Sharma
|
3051da1e44
|
fix: add renewal identification for credit flow (#12999) | ||
|
Tanmay Deep Sharma
|
eb759255d8
|
perf: update the logic to purchase credits (#12998)
## Description - Replaces Stripe Checkout session flow with direct card charging for AI credit top-ups - Adds a two-step confirmation modal (select package → confirm purchase) for better UX - Creates Stripe invoice directly and charges the customer's default payment method immediately ## Type of change - [ ] New feature (non-breaking change which adds functionality) ## How Has This Been Tested? - Using the specs - UI manual test cases <img width="945" height="580" alt="image" src="https://github.com/user-attachments/assets/52bdad46-cd0e-4927-b13f-54c6b6353bcc" /> <img width="945" height="580" alt="image" src="https://github.com/user-attachments/assets/231bc7e9-41ac-440d-a93d-cba45a4d3e3e" /> ## Checklist: - [ ] My code follows the style guidelines of this project - [ ] I have performed a self-review of my code - [ ] I have commented on my code, particularly in hard-to-understand areas - [ ] I have made corresponding changes to the documentation - [ ] My changes generate no new warnings - [ ] I have added tests that prove my fix is effective or that my feature works - [ ] New and existing unit tests pass locally with my changes - [ ] Any dependent changes have been merged and published in downstream modules --------- Co-authored-by: Shivam Mishra <scm.mymail@gmail.com> |
||
|
Sojan Jose
|
cc86b8c7f1
|
fix: stream attachment handling in workers (#12870)
We’ve been watching Sidekiq workers climb from ~600 MB at boot to 1.4–1.5 GB after an hour whenever attachment-heavy jobs run. This PR is an experiment to curb that growth by streaming attachments instead of loading the whole blob into Ruby: reply-mailer inline attachments, Telegram uploads, and audio transcriptions now read/write in chunks. If this keeps RSS stable in production we’ll keep it; otherwise we’ll roll it back and keep digging |
||
|
Shivam Mishra
|
a971ff00f8
|
fix: ruby_llm version conflicts with ai-agents (#13011)
Co-authored-by: aakashb95 <aakash@chatwoot.com> |
||
|
Aakash Bakhle
|
eed2eaceb0
|
feat: Migrate ruby llm captain (#12981)
Co-authored-by: aakashb95 <aakash@chatwoot.com> Co-authored-by: Shivam Mishra <scm.mymail@gmail.com> |