d154edf8ea
411 Commits
| Author | SHA1 | Message | Date | |
|---|---|---|---|---|
gabrieljablonski
|
d3ce2a4cf9 | Merge branch 'main' into chore/merge-upstream-4.12.0 | ||
|
Gabriel Jablonski
|
a996b920e8
|
feat: group conversations (#228)
* feat: add group and conversation types to contacts and conversations, and implement conversation group membership model * chore: add factory and specs for conversation group member model * chore: add group type checks and associations for contacts and conversations * refactor: remove scopes from ConversationGroupMember model * refactor: remove scopes from ConversationGroupMember model specs * refactor: enhance conversation type migration with concurrent indexing * feat: add is_active index and scopes to ConversationGroupMember model * feat: implement GroupConversationHandler for managing group conversations * feat: add group_type attribute to contact creation * fix: update WHATSAPP_CHANNEL_REGEX to allow up to 20 digits to handle group jid * feat: handle group JID format in remote_jid method * chore: update group contact info when finding or creating group contact * chore: refactor and implement contact message handling and message creation logic for baileys single contact conversation * feat: implement group message handling and metadata fetching in WhatsApp service * chore: add spec for group type handling in contact creation for individual and group contacts * chore: add specs for test scopes in conversation group members * chore: update documentation for sender phone extraction in group conversation handler * chore: move GroupConversationHandler concern to correct dir * chore: implement specs for recipient_id handling to individual and group contacts * chore: add group message handling specs for incoming messages * chore: enhance group message handling to prevent race conditions * chore: add group_metadata method to with error handling * chore: add test for sending messages to group recipients in WhatsappBaileysService * chore: raise error for unsuccessful response in group_metadata method * chore: adds tests for group metadata retrieval and error handling * chore: refactor build_sender_contact_attributes to avoid double call methods * chore: update error handling for attachment download failure in message creation * chore: optimize update_contact_info method to use compact hash for updates * chore: simplify find_or_create_sender_contact method return values * chore: rename group and individual contact message handlers * chore: remove pointless comments from group contact message handler methods * chore: refine sender JID extraction logic to remove unnecessary checks * chore: remove phone number in spec for group contact attributes * chore: implement sync_group route * chore: implement get group_members route * fix: sync_group participants creation handling * chore: update contact avatar handling in group message processing * chore: move sync_group functionality for conversation model * feat: add sync_group action to ConversationsController and route * fix: set contact name to phone in group message processing * chore: refine group member retrieval logic in sync_group service and view * feat: implement group participants update handling * feat: implement group updates handling and localization for group activities * chore: add handling for group membership requests and icon changes * chore: add authorization for sync_group action in ContactsController * chore: add sync_group endpoint specs for contact management * chore: add authorization for sync_group action in ConversationsController * chore: add specs for sync_group endpoint in ConversationsController * chore: refactor index action in GroupMembersController for improved conversation filtering * chore: add request specs for group_members endpoint in ContactsController * chore: add specs for sync_group method in Conversation model * chore: add specs for sync_group method in Channel::Whatsapp model * chore: remove comments in find_or_create_group_conversation method * chore: add specs for Contacts::SyncGroupService to validate group contact behavior * chore: add specs for Whatsapp::BaileysHandlers::GroupsUpdate to validate group updates * chore: add specs for Whatsapp::BaileysHandlers::GroupParticipantsUpdate to handle group participant actions * chore: add fallback for identifier when contact has no phone_number in SendOnWhatsappService * chore: add specs for group membership request and icon change handling in MessagesUpsert * chore: add specs for sync_group method to handle group metadata and participant updates * chore: update sync_group method to retrieve group members and adjust JSON response * chore: update conversation query to filter by group type in GroupMembersController * chore: update conversation creation in group_members_controller_spec to specify conversation_type as group * chore: update find_or_create_group_conversation to include pending conversations * chore: refactor sync_group method and enhance specs for group conversation handling * feat: add GroupEventHelper module for managing group activities and contacts * chore: refactor group contact inbox and conversation creation methods in group handlers * chore: remove unnecessary check for blank participant contacts in sync_group_members method * feat: implement message receipt update handling for WhatsApp integration * chore: resolve rubocop rule for update_last_seen_at method * chore: update swagger with endpoints for syncing group information and listing group members * chore: integrate Contacts::SyncGroupService in group members controller, enhance error handling and update swagger * chore: include participant information in reaction and quoted message keys for send message in group conversations * chore: enhance whatsapp_baileys_service with participant handling for message keys * feat: add skill for writing RSpec tests in the project * fix: update recipient_id logic to directly use contact identifier for group contacts * chore: implement group stub message handling for membership requests and icon changes * fix: update whatsapp inbox source_id validation regex spec * chore: fix spec for contact syncing group * chore: remove readTimestamp handling and related tests for message read updates in group * Cayo oliveira/cu 86af01932/4 backend gerenciamento dos grupos (#221) * feat: add is_active index and scopes to ConversationGroupMember model * feat: implement GroupConversationHandler for managing group conversations * feat: add group_type attribute to contact creation * fix: update WHATSAPP_CHANNEL_REGEX to allow up to 20 digits to handle group jid * feat: handle group JID format in remote_jid method * chore: update group contact info when finding or creating group contact * chore: refactor and implement contact message handling and message creation logic for baileys single contact conversation * feat: implement group message handling and metadata fetching in WhatsApp service * chore: add spec for group type handling in contact creation for individual and group contacts * chore: add specs for test scopes in conversation group members * chore: update documentation for sender phone extraction in group conversation handler * chore: move GroupConversationHandler concern to correct dir * chore: implement specs for recipient_id handling to individual and group contacts * chore: add group message handling specs for incoming messages * chore: enhance group message handling to prevent race conditions * chore: add group_metadata method to with error handling * chore: add test for sending messages to group recipients in WhatsappBaileysService * chore: raise error for unsuccessful response in group_metadata method * chore: adds tests for group metadata retrieval and error handling * chore: refactor build_sender_contact_attributes to avoid double call methods * chore: update error handling for attachment download failure in message creation * chore: optimize update_contact_info method to use compact hash for updates * chore: simplify find_or_create_sender_contact method return values * chore: rename group and individual contact message handlers * chore: remove pointless comments from group contact message handler methods * chore: refine sender JID extraction logic to remove unnecessary checks * chore: remove phone number in spec for group contact attributes * chore: implement sync_group route * chore: implement get group_members route * fix: sync_group participants creation handling * chore: update contact avatar handling in group message processing * chore: move sync_group functionality for conversation model * feat: add sync_group action to ConversationsController and route * fix: set contact name to phone in group message processing * chore: refine group member retrieval logic in sync_group service and view * feat: implement group participants update handling * feat: implement group updates handling and localization for group activities * chore: add handling for group membership requests and icon changes * chore: add authorization for sync_group action in ContactsController * chore: add sync_group endpoint specs for contact management * chore: add authorization for sync_group action in ConversationsController * chore: add specs for sync_group endpoint in ConversationsController * chore: refactor index action in GroupMembersController for improved conversation filtering * chore: add request specs for group_members endpoint in ContactsController * chore: add specs for sync_group method in Conversation model * chore: add specs for sync_group method in Channel::Whatsapp model * chore: remove comments in find_or_create_group_conversation method * chore: add specs for Contacts::SyncGroupService to validate group contact behavior * chore: add specs for Whatsapp::BaileysHandlers::GroupsUpdate to validate group updates * chore: add specs for Whatsapp::BaileysHandlers::GroupParticipantsUpdate to handle group participant actions * chore: add fallback for identifier when contact has no phone_number in SendOnWhatsappService * chore: add specs for group membership request and icon change handling in MessagesUpsert * chore: add specs for sync_group method to handle group metadata and participant updates * chore: update sync_group method to retrieve group members and adjust JSON response * chore: update conversation query to filter by group type in GroupMembersController * chore: update conversation creation in group_members_controller_spec to specify conversation_type as group * chore: update find_or_create_group_conversation to include pending conversations * chore: refactor sync_group method and enhance specs for group conversation handling * feat: add GroupEventHelper module for managing group activities and contacts * chore: refactor group contact inbox and conversation creation methods in group handlers * chore: remove unnecessary check for blank participant contacts in sync_group_members method * chore: update swagger with endpoints for syncing group information and listing group members * chore: integrate Contacts::SyncGroupService in group members controller, enhance error handling and update swagger * fix: update recipient_id logic to directly use contact identifier for group contacts * chore: implement group stub message handling for membership requests and icon changes * fix: update whatsapp inbox source_id validation regex spec * chore: fix spec for contact syncing group * fix: optimize update_last_seen_at method to use update_columns * feat: Implement full frontend and backend support for group conversations - Added PRD for group conversations detailing frontend and backend requirements. - Created new Baileys TypeScript definitions for group-related functions. - Renamed `conversation_type` to `group_type` in the database and updated all references. - Implemented API serialization for `group_type` in conversation and contact responses. - Developed Vuex store module for managing group members. - Created UI components for group management, including group creation, member management, and metadata editing. - Integrated @mention functionality for group conversations and real-time updates via ActionCable. * feat: [US-001] - Rename conversation_type to group_type on conversations - Add migration to rename column and indexes - Update Conversation model enum to group_type - Update GroupConversationHandler concern - Update controllers (contacts, group_members) - Update all backend specs * chore: mark US-001 complete, update progress log, fix rubocop annotation * feat: [US-002] - Serialize group_type fields in API responses * feat: [US-003] - Add group_type filter to conversations index * feat: [US-004] - Add group_type to filter_keys.yml and FilterService * feat: US-005 - Backend group creation endpoint - Add POST /api/v1/accounts/:account_id/groups endpoint - Add Groups::CreateService to orchestrate Baileys group creation - Extend WhatsappBaileysService and BaseService with group management methods - Add routes for group members, metadata, invite, and join requests - Returns 403 when agent lacks inbox access, 422 when provider is unavailable * feat: US-006 - Backend add/remove members and role management endpoints - Add create/destroy/update actions to GroupMembersController - Delegate group management methods from Channel::Whatsapp to provider_service - create adds members via Baileys and creates ConversationGroupMember records - destroy removes a member by ID and sets is_active false - update promotes/demotes a member and updates their role * feat: US-007 - Backend group metadata update endpoint - Add PATCH /contacts/:id/group_metadata endpoint - Updates group subject via Baileys and syncs contact name - Updates group description via Baileys and syncs additional_attributes.description - Returns 422 when provider is unavailable * feat: US-008 - Backend invite link management endpoints - Add GET /contacts/:id/group_invite to retrieve current invite code/url - Add POST /contacts/:id/group_invite/revoke to revoke and get new invite code/url - Returns 422 when provider is unavailable * feat: US-009 - Backend join request management endpoints - Add GET /contacts/:id/group_join_requests to list pending join requests - Add POST /contacts/:id/group_join_requests/handle to approve/reject requests - Uses request_action param to avoid conflict with Rails reserved params[:action] - Returns 422 when provider is unavailable * feat: US-010 - Extend MentionService for contact mentions - Extract mention://contact/ID/Name URIs from message content - Store mentioned contact IDs in message.content_attributes[mentioned_contacts] - Existing user/team mention handling unchanged * feat: US-011 - Frontend API clients for all group endpoints - Add app/javascript/dashboard/api/groupMembers.js - Exports 11 methods: getGroupMembers, syncGroup, createGroup, updateGroupMetadata, addMembers, removeMembers, updateMemberRole, getInviteLink, revokeInviteLink, getPendingRequests, handleJoinRequest * feat: US-012 - Frontend Vuex store module groupMembers - Add groupMembers store module with fetch, sync, addMembers, removeMembers, updateMemberRole actions - Add SET_GROUP_MEMBERS and SET_GROUP_MEMBERS_UI_FLAG mutation types - Register module in store index * feat: US-013 - Frontend i18n keys for group features - Add groups.json with keys for group info, filter, creation modal, metadata editing, invite link, member management, join requests, and mention dropdown - Register groups.json in i18n locale en/index.js Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: US-014 - Frontend group_type filter in ConversationBasicFilter - Add chatGroupTypeFilter state, getter, mutation, and action to conversations store - Add getChatGroupTypeFilter getter - Add group_type param to ConversationApi.get() - Add Type filter section to ConversationBasicFilter with All/Individual/Group options - Persist group_type to UI settings under conversations_filter_by.group_type - Restore group_type from UI settings on page load - Include groupType in conversationFilters and pass as group_type param to API Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat: US-013 - Frontend — i18n keys for group features (en + pt-BR) Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com> * feat: [US-014] - Frontend — add group_type filter to ConversationBasicFilter All implementation was already in place from prior work: - ConversationBasicFilter.vue has Type section with All/Individual/Group options - ChatList.vue handles group_type in conversationFilters and restores from UI settings - Store has setChatGroupTypeFilter action, getChatGroupTypeFilter getter - API maps groupType → group_type query param Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com> * feat: US-015 - Frontend — add group_type to advanced filter system - Add GROUP_TYPE to CONVERSATION_ATTRIBUTES in filterHelper.js - Add group_type filter definition in provider.js (components-next) - Add group_type to legacy advancedFilterItems/index.js and filterAttributeGroups - Add group_type to automationHelper conditionFilterMaps - Add group_type to customViewsHelper getValuesForFilter - Add group_type options to ChatList setParamsForEditFolderModal - Add GROUP_TYPE i18n key in en and pt_BR advancedFilters.json Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com> * feat: US-016 - Frontend — GroupContactInfo basic display Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com> * feat: US-017 - Frontend — GroupContactInfo sync button Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com> * feat: US-018 - integrate GroupContactInfo in ContactPanel - Import GroupContactInfo component - Conditionally render GroupContactInfo when group_type === 'group' - Keep ContactInfo for individual conversations (no regression) - Dynamic sidebar title: 'Group' for groups, 'Contact' for individual - contact_notes and contact_attributes accordion sections unchanged Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com> * feat: US-019 - Frontend — group creation UI modal Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com> * feat: US-020 - Frontend — member management UI in GroupContactInfo Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com> * feat: US-021 - Frontend — group metadata editing UI Add inline editing for group name, description, and avatar in GroupContactInfo: - Click group name to edit inline, save on Enter/blur - Click description to edit inline with textarea, save on blur - Click avatar to open file picker for upload via contacts/update - Loading states on all fields during save - Success/error alerts for all operations - updateGroupMetadata action added to groupMembers store Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com> * feat: US-022 - Frontend — invite link management UI Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com> * feat: US-023 - Frontend — join request management UI Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com> * feat: US-024 - Frontend — group message bubbles: sender name with color - Add sender name display above incoming message bubbles in group conversations - Deterministic color per sender using AVATAR_COLORS palette (name.length % 6) - Sender name hidden for consecutive messages from the same sender - Individual conversation bubbles unchanged - Pass groupWithPrevious and isGroupConversation props through MessageList → Message Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com> * feat: US-025 - Frontend — group message bubbles: sender avatar Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com> * feat: Add Ralph Wiggum AI agent script for managing tool execution and progress tracking * feat: US-026 - Frontend — @mention dropdown for group conversations - Create TagGroupMembers.vue component for group member mention suggestions - Modify Editor.vue: add isGroupConversation/groupContactId props, render TagGroupMembers for group non-private context - Modify ReplyBox.vue: compute isGroupConversation and groupContactId from currentChat, pass to WootMessageEditor - @ mention plugin isAllowed now triggers for group conversations - In individual conversations or private notes, existing behavior unchanged Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com> * feat: US-027 - Frontend — mention rendering in group message bubbles Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com> * feat: US-028 - Frontend ActionCable handler for contact.group_synced event - Backend: Include group_members data in contact.group_synced ActionCable payload - Frontend: Register contact.group_synced handler in ActionCableConnector - Frontend: Add setGroupMembers action to groupMembers store for direct commits - Tests: ActionCable handler spec + groupMembers store spec for new action Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com> * feat: Update progress tracking for group conversations feature - mark tests as passing * fix: sender click case mismatch and filter dropdown spacing - Message.vue: use case-insensitive comparison for sender type check (Contact.push_event_data returns 'contact' but SENDER_TYPES.CONTACT is 'Contact') - ConversationBasicFilter.vue: replace last:mt-4 with flex-col gap-4 for consistent spacing between all three filter sections * fix: four bugs found during manual testing review - ContactPanel.vue: fix i18n key GROUP.INFO.SIDEBAR_TITLE → GROUP.SIDEBAR_TITLE - groupMembers.js API: fix syncGroup HTTP method GET → POST to match backend route - group_members_controller.rb: remove SyncGroupService from index action - filterHelpers.js: add missing group_type case to getValueFromConversation * docs: update progress with bug fix learnings * chore: implement group creation functionality in UI components * chore: add copy invite link functionality and update UI components * feat: US-041 - Backend — ensure group_type is set on existing contacts and conversations GroupConversationHandler#update_group_contact_info now sets group_type: :group on contacts that are incorrectly typed as individual. GroupConversationHandler#find_or_create_group_conversation updates existing conversation's group_type to :group if it is currently :individual. Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com> * chore: mark US-041 as complete Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com> * feat: US-029 - i18n keys for You badge and group settings (en + pt-BR) All i18n keys already existed from prior iterations. Verified presence and updated PRD status. Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com> * feat: US-030 - fix Baileys API route/method mismatches Fix on_whatsapp to dig('data') before accessing first element. Update spec stubs to match { data: [...] } response envelope. Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com> * feat: US-031 - group_leave, group_setting_update, group_join_approval_mode methods All methods, delegates, and error handling already implemented. Verified specs pass. Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com> * feat: US-032 - persist group settings, invite code, and profile picture during sync Add try_update_group_avatar to fetch and attach group profile picture during sync_group. Update spec stubs for profile-picture-url endpoint. Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com> * feat: US-033 - GroupSettingsController with leave, update, toggle Controller and routes already implemented. Verified rubocop passes. Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com> * feat: US-034 - remove inbox_contact_id from provider_config and jbuilder Already removed in prior iterations. Verified no references remain. Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com> * feat: US-035 - refactor TagGroupMembers to phone_number matching Already implemented. Verified excludePhoneNumber prop and filtering. Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com> * feat: US-036 - remove InboxContact.vue and settings tab Already removed in prior iterations. Verified no references remain. Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com> * feat: US-037 - add You badge in GroupContactInfo member list Already implemented with isOwnMember check and blue badge styling. Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com> * feat: US-038 - fix inline edit for group name and description Already implemented with phone number normalization. Verified code. Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com> * feat: US-039 - group settings section UI with toggles Already implemented. Settings toggles, API calls, and i18n verified. Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com> * feat: US-040 - leave group UI with confirmation and auto-resolve Already implemented. Leave button, confirmation, and API call verified. Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com> * feat: US-050 - Create GroupMember model and migration New group_members table with group_contact_id, contact_id, role, is_active. Unique index on (group_contact_id, contact_id). Associations added to Contact. Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com> * feat: US-064 - Helper method to find channel from group contact Add Contact#group_channel to decouple channel lookup from conversations. Update GroupMembersController and GroupSettingsController to use it. Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com> * feat: US-052 - Update GroupConversationHandler to use GroupMember Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com> * feat: US-057 - Update GroupMembersController to query GroupMember Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com> * feat: US-058 - Update GroupSettingsController to not depend on conversations Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com> * feat: US-060 - Update group_members jbuilder views Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com> * feat: US-059 - Remove group_members association from Conversation model Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com> * feat: US-051 - Remove ConversationGroupMember model and table Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com> * chore: mark all stories complete, update progress Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com> * feat(groups): real-time group panel, avatar refresh on icon change, editable name/description - Add group_type to Conversations::EventDataPresenter#push_data and Contact#push_event_data so WebSocket events carry the field, enabling the frontend to switch to GroupContactInfo in real-time - Update handle_icon_change_stub to call try_update_group_avatar with force: true, purging the cached avatar and fetching the new one - Add force parameter to try_update_group_avatar to support re-fetching - Remove isInboxAdmin gate from name/description editing in GroupContactInfo so any user can click to edit (server validates) * fix(groups): rewrite SyncGroupService and simplify group metadata channel lookup - Rewrite SyncGroupService to use contact.group_channel directly instead of iterating conversations; find or create a conversation for sync - Simplify GroupMetadataController to use @contact.group_channel instead of querying conversations; remove local contact/attribute updates since the Baileys API handles persistence via webhook events * feat(groups): resolve conversations when inbox phone leaves or is removed - Add resolve_conversations_if_inbox_left to GroupParticipantsUpdate - Resolves all open/pending conversations when the inbox phone number is removed from or leaves a group * feat(groups): add paginated member list with infinite scroll - Backend: add pagination to GroupMembersController (page/per_page, default 10, ordered admins first); add meta with pagination info to the jbuilder response - Frontend: update groupMembers API to accept page param; add APPEND_GROUP_MEMBERS and SET_GROUP_MEMBERS_META mutations; implement paginated fetch with append and isFetchingMore flag in store * feat(groups): support Ctrl+Click on group message sender to open in new tab - navigateToGroupSender now accepts the event and checks for Ctrl/Cmd+Click to open the sender contact in a new tab * chore(i18n): update leave group confirmation text in en and pt_BR * fix(groups): handle phone format differences in You badge and admin detection - Extract phonesMatch helper that compares last 8 digits as fallback, handling Brazilian 9th digit discrepancy (e.g. +5587988465072 vs +558788465072) - Apply to both isOwnMember and isInboxAdmin computed properties * feat(groups): auto-sync members on mount, show existing members immediately - On mount, fetch existing DB members first so they display instantly - Then silently attempt a background sync to refresh from WhatsApp - If sync fails (e.g. WhatsApp disconnected), existing members remain displayed without any user-facing error * fix(groups): pin own member on first page and return inbox phone in meta The "You" badge was not appearing because the inbox's own member could be missing from the first paginated page in large groups (admins sorted first). Backend: - Pin the inbox's own member at the top of page 1 regardless of sort order - Return inbox_phone_number in the group members meta response - Use last-8-digit SQL fallback for Brazilian 9th-digit phone mismatches Frontend: - Use meta.inbox_phone_number for the inboxPhone computed - Fix declaration order to satisfy no-use-before-define lint rule * fix(groups): fix member action dropdown clipped by overflow container The promote/demote/remove dropdown menu was invisible because the member list had `overflow-y-auto max-h-80`, clipping any absolutely-positioned dropdown rendered inside it. - Remove overflow container from member list; let the sidebar scroll - Replace scroll-based infinite loading with IntersectionObserver on a sentinel element for cleaner pagination trigger - All member action logic (promote, demote, remove) was already wired; the dropdown is now visible on hover * fix(groups): keep member action dropdown visible when menu is open The opacity-0/group-hover classes on the action menu wrapper caused the DropdownMenu to become invisible as soon as the mouse left the row. Now the wrapper stays fully opaque while the menu is active. * fix(groups): move clickaway to member list wrapper to prevent instant close v-on-clickaway was bound to every member's action div individually. Clicking the three-dot button on one member fired closeMemberMenu from all other members' clickaway handlers, closing the menu instantly. Moved the directive to the single member list container instead. * feat: add WhatsApp mention conversion (incoming + outgoing) - New MentionConverterService for bidirectional mention handling - Incoming: converts @phone/mentionedJid to mention://contact/ URIs - Outgoing: extracts mention://contact/ URIs into WhatsApp mentions array - Supports @everyone/todos group mentions - WhatsApp renderer preserves mention display text instead of raw URI * fix: preserve mention display text in WhatsApp renderer mention:// URIs now render as display name text instead of the raw URL when converting markdown to WhatsApp format * feat: add @everyone mention option in group conversations - Everyone item shown at top of mention dropdown - Searchable by 'all', 'todos', 'everyone' keywords - i18n keys added for en and pt-BR * refactor: use Switch component for group settings toggles - Add disabled prop to Switch component - Replace custom toggle buttons in GroupContactInfo with Switch - Loading spinner shown alongside toggle while toggling * feat(whatsapp): add group sync status tracking (group_left, group_last_synced_at) * feat(whatsapp): hide group management UI when group_left is true * fix(groupMembers): include inbox phone number in group members state and sync event * feat(whatsapp): wrap group settings and leave in Accordion component * feat(groupMembers): handle group creator modification errors and update error messages * feat(groupMembers): enhance invite link functionality and clean up UI state after copying * refactor: remove sync_group functionality from conversations and related specs * feat(GroupContactInfo): implement scroll-based loading for group members * docs(swagger): add group API endpoints and remove conversation sync_group - Remove dead conversation/{id}/sync_group swagger entry and file - Update group_members.yml with pagination params, POST operation, and $ref schema - Add swagger for: group_members_member (PATCH/DELETE), group_metadata, group_invite, group_invite_revoke, group_join_requests, group_join_requests_handle, group_settings, group_settings_leave, group_settings_toggle_join_approval, groups/create - Add group_member schema definition - Add Groups tag to application tag_groups - Register all 12 group endpoints in paths/index.yml * feat(WhatsappBaileysService): enhance mention handling by replacing @DisplayName with @lid/@phone in outgoing text * feat(groups): move group sync to background job with 15-min cooldown - Create Contacts::SyncGroupJob that checks group_last_synced_at before calling SyncGroupService (skips if < 15 min) - Controller sync_group now enqueues the job and returns 202 Accepted - Delete sync_group.json.jbuilder (no longer needed) - Frontend sync action is fire-and-forget; results via ActionCable - Auto-trigger sync on conversation select and panel mount - Remove manual sync button from GroupContactInfo * fix: show group members list even after leaving group\n\nKeep the members section visible in read-only mode when\ngroup_left is true. Admin actions (add member, promote,\ndemote, remove) remain hidden. Pending Join Requests and\nAdvanced Options also stay hidden. * fix: disable group name/description/avatar editing when group_left is true * fix: remove @all mention and fix Enter key in group mention dropdown\n\n- Remove the @all/everyone special mention from TagGroupMembers since\n no channel provider currently supports mentioning all participants\n- Fix Enter key sending message instead of inserting selected mention\n in group conversations. The root cause was Editor.vue only emitting\n toggleUserMention=true for private notes (isPrivate), leaving\n ReplyBox unaware the group mention dropdown was open. Now also\n emits for isGroupConversation.\n- Add TagGroupMembers spec covering filtering, exclusion, and emission" * fix: address PR review feedback for group conversations - Fix nil safety in group_invites and group_join_requests controllers by replacing group_conversation.inbox.channel with @contact.group_channel - Add before_action guard in group_members_controller to validate contact is a group with identifier before create/update/destroy - Persist metadata locally in group_metadata_controller after provider calls (subject -> name, description -> additional_attributes) - Add server-side allow_group_creation? check in groups_controller - Add word boundary to mention regex to prevent matching inside words - Remove useless catch clauses in groupMembers store (try/finally only) - Default groupType to [] in customViewsHelper to prevent crash - Fix swagger parameter name mismatch (contact_id -> id) across all group endpoint YML files for consistency * fix: address PR #228 review feedback - strong params, guards, and safety fixes * fix: dispatch real-time events for Baileys group participant and metadata updates Both group-participants.update and groups.update handlers were updating backend data (GroupMember records, Contact attributes) but never dispatching ActionCable events, leaving the frontend member list and group metadata stale until manual sync. Changes: - Add dispatch_group_synced_event helper to GroupEventHelper concern - Dispatch CONTACT_GROUP_SYNCED after participant add/remove/promote/demote - Dispatch CONTACT_GROUP_SYNCED after group subject/description/settings changes - Frontend: onContactGroupSynced also dispatches contacts/updateContact to refresh group name, description and settings in the sidebar * fix: enhance member menu positioning and close behavior on sidebar scroll * feat: implement group property updates and enhance toast notifications * fix: update WhatsApp channel regex to allow optional hyphenated numbers * feat: implement group admin functionalities including leave, update properties, and toggle join approval * refactor: simplify group message handling by removing metadata fetching and syncing methods * chore: remove raph files * feat: update Portuguese translations for 'Read More' and 'Insert Read More' phrases * feat: enhance group admin functionalities with join approval and member add modes * feat: enhance group join request handling by adding removal of handled requests and updating pending join requests * feat: restrict message sending in announcement mode groups When a Baileys WhatsApp group has announcement mode enabled (announce=true), only admin members can send messages. This adds: - Frontend: disabled editor + banner for non-admin inbox in announcement groups - Backend: validation in SendOnWhatsappService to reject messages - Shared phone helper utility extracted from GroupContactInfo - i18n keys for en and pt_BR * feat: add group sync job enqueueing and improve avatar update handling * feat: add functionality to reset invite link and confirm member addition restrictions * feat: update group name extraction logic to handle nil values * feat: add inbox admin status handling and update related components * feat: remove group conversation resolution on leave action * feat: enhance group sender avatar interaction with tooltip and cursor pointer * feat: add force option to SyncGroupJob and update related specs * feat: enhance invite link handling and avatar update logic in group conversations * chore: remove prd.json * fix: change group sender name display from block to inline-block for better layout * feat: add group members loading check and fetch logic in MessagesView and ReplyBox components * feat: allow id and firstUnreadId props to accept both Number and String types feat: add vOnClickOutside import to Editor component feat: enhance Portuguese translations for integrations and settings fix: change button color in GroupContactInfo component from green to teal * feat: soft-disabled group conversations with activity tracking Groups start in a soft-disabled state by default when using Baileys. Chatwoot still creates group conversations but does not process every incoming message. Instead, Baileys accumulates group messages and sends periodic groups.activity webhook events to update last_activity_at. Backend: - Add WHATSAPP_GROUPS_ENABLED env var and groups_enabled? class method - Send groupsEnabled in Baileys connection setup - Create groups.activity handler to update conversation last_activity_at - Gate group message processing behind groups_enabled? check - Expose groups_enabled via inbox API Frontend: - Add warning banner with CTA to app.fazer.ai on disabled group conversations - Disable reply editor for non-private-note mode when groups disabled - Add i18n strings for en and pt_BR Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * fix: use method for groups disabled banner action to avoid window scope issue Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * fix: broadcast conversation update after groups.activity event update_columns bypasses ActiveRecord callbacks, so the ActionCable broadcast was never triggered when last_activity_at changed. Dispatch a CONVERSATION_UPDATED event explicitly so the sidebar updates in real-time. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: show unread dot for soft-disabled group conversations with activity Since soft-disabled groups don't create messages, unread_count is always 0 and the standard badge won't show. Detect unread state by comparing last_activity_at > agent_last_seen_at for these groups and display a teal dot indicator instead of a count badge. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * fix: clear unread dot when agent opens soft-disabled group conversation The update_last_seen endpoint skipped updating agent_last_seen_at when there were no unread messages (the throttle path). For soft-disabled groups that never create messages, this meant the dot indicator could never be cleared. Add an unseen_activity? check that bypasses the throttle when last_activity_at > agent_last_seen_at. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: group avatar upload to provider and fix icon change sync - Route avatar upload through GroupMetadataController to push to WhatsApp provider before saving locally - Add update_group_picture to baileys service and base service - Fix buildContactFormData crash when social_profiles is undefined - Make try_update_group_avatar public so GROUP_CHANGE_ICON stub handler can call it from outside the service class Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * fix: update specs for group conversations feature changes - Add groupsEnabled param to setup_channel_provider and handle_channel_error WebMock stubs - Add group-request-participants-list stub for sync_group tests - Add group_type to push_event_data expected hash - Set last_activity_at in throttle tests to prevent unseen_activity? bypass - Update sync_group delegation expectation to include soft: false - Stub groups_enabled? in group message handling tests - Update WhatsApp source_id regex expectation for group contact IDs Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * chore: add settings file for additional directories configuration * chore: undo unrelated changes * chore: remove planning doc, fix migration version, fix swagger param consistency - Remove planejamento-chat-interno.md (unrelated planning document) - Fix CreateGroupMembers migration API version from 7.0 to 7.1 - Fix swagger.json: normalize group endpoint paths from {contact_id} to {id} to match YAML sources and existing contact sub-resource conventions Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> --------- Co-authored-by: CayoPOliveira <cayoproliveira@gmail.com> Co-authored-by: Cayo P. R. Oliveira <cayo@fazer.ai> Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com> Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com> |
||
|
Gabriel Jablonski
|
521ce90e79
|
fix(whatsapp): consolidate fragmented phone/LID contacts to prevent lost messages (#241)
* fix(whatsapp): consolidate fragmented phone/LID contacts to prevent lost messages When a WhatsApp user had two separate contacts (one by phone, one by LID) with different contact_ids, the consolidation service did nothing. This caused update_contact_info to crash with a phone_number uniqueness violation, silently dropping incoming messages. Now properly merges the two contacts by treating the phone contact as canonical, moving conversations from the LID contact, and cleaning up duplicates. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix(whatsapp): address CodeRabbit review feedback - Destroy orphaned LID contact when it has no remaining contact_inboxes - Clarify spec comment to past-tense (no longer an active bug) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix(whatsapp): route legacy-source contact_inbox into merge path When a phone contact_inbox has a non-standard source_id (legacy format) and a separate LID contact_inbox exists for a different contact, the consolidation now merges them instead of early-returning. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * test: assert orphaned LID contact is destroyed in legacy-source spec Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
||
|
Gabriel Jablonski
|
88c2688553
|
feat: implement event dispatching for incoming WhatsApp messages (#230)
* feat: implement event dispatching for incoming WhatsApp messages * refactor: remove unused dispatcher instance variable in event dispatching context |
||
|
Sojan Jose
|
a44cb2c738
|
feat(inbox): Enable conversation continuity for social channels (#11079)
## Summary This PR enables and surfaces **conversation workflow** for social-style channels that should support either: - `Create new conversations` after resolve, or - `Reopen same conversation` ## What is included - Adds the conversation workflow setting UI as card-based options in Inbox Settings. - Expands channel availability in settings to include channels like: - Telegram - TikTok - Instagram - Line - WhatsApp - Facebook - Updates conversation selection behavior for Line incoming messages to respect the workflow (reopen vs create-new-after-resolved). - Updates TikTok conversation selection behavior to respect the workflow (reopen vs create-new-after-resolved). - Keeps email behavior unchanged (always starts a new thread). Fixes: https://github.com/chatwoot/chatwoot/issues/8426 ## Screenshot <img width="1400" height="900" alt="pr11079-workflow-sender-clear-tight" src="https://github.com/user-attachments/assets/9456821f-8d83-4924-8dcf-7503c811a7b1" /> ## How To Reproduce 1. Open `Settings -> Inboxes -> <Telegram/TikTok/Instagram/Line/Facebook/WhatsApp inbox> -> Settings`. 2. Verify **Conversation workflow** is visible with the two card options. 3. Toggle between both options and save. 4. For Line and TikTok, verify resolved-conversation behavior follows the selected workflow. ## Testing - `RAILS_ENV=test bundle exec rspec spec/builders/messages/instagram/message_builder_spec.rb:213 spec/builders/messages/instagram/message_builder_spec.rb:255 spec/builders/messages/instagram/messenger/message_builder_spec.rb:228 spec/builders/messages/instagram/messenger/message_builder_spec.rb:293 spec/services/tiktok/message_service_spec.rb` - Result: `16 examples, 0 failures` ## Follow-up - Migrate Website Live Chat workflow settings into this same conversation-workflow settings model. - Add Voice channel support for this workflow setting. --------- Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com> Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com> Co-authored-by: iamsivin <iamsivin@gmail.com> |
||
|
Gabriel Jablonski
|
72354a4459
|
fix: normalize audio/opus content type to audio/ogg for WhatsApp attachments (#223) | ||
|
Muhsin Keloth
|
6be95e79f8
|
feat(csat): Add WhatsApp utility template analyzer with rewrite guidance (#13575)
CSAT templates for WhatsApp are submitted as Utility, but Meta may reclassify them as Marketing based on content, which can significantly increase messaging costs. This PR introduces a Captain-powered CSAT template analyzer for WhatsApp/Twilio WhatsApp that predicts utility fit, explains likely risks, and suggests safer rewrites before submission. The flow is manual (button-triggered), Captain-gated, and applies rewrites only on explicit user action. It also updates UX copy to clearly set expectations: the system submits as Utility, Meta makes the final categorization decision. Fixes https://linear.app/chatwoot/issue/CW-6424/ai-powered-whatsapp-template-classifier-for-csat-submissions https://github.com/user-attachments/assets/8fd1d6db-2f91-447c-9771-3de271b16fd9 |
||
|
Muhsin Keloth
|
b220663785
|
fix: Skip notifications for private notes (#13617)
When agents or integrations create private notes on a conversation, every note was sending a notification to the assigned agent and all conversation participants. The fix ensures that private notes no longer trigger new message notifications. If someone explicitly mentions a teammate in a private note, that person will still get notified as expected. |
||
|
Tanmay Deep Sharma
|
957a1b17c9
|
perf: add default configs for assignment V2 (#13577)
## Description AutoAssignment::RateLimiter#within_limit? returned true early for inboxes without an AssignmentPolicy, bypassing fair distribution entirely and allowing unlimited conversation assignment. ## Type of change - [ ] Bug fix (non-breaking change which fixes an issue) ## Script - Script to enable users with V2 assignment: https://www.notion.so/chatwoot/Script-to-migrate-account-to-assignment-V2-30ca5f274c9280f5b8ecfd15e28eeb9c?source=copy_link ## Checklist: - [ ] My code follows the style guidelines of this project - [ ] I have performed a self-review of my code - [ ] I have commented on my code, particularly in hard-to-understand areas - [ ] I have made corresponding changes to the documentation - [ ] My changes generate no new warnings - [ ] I have added tests that prove my fix is effective or that my feature works - [ ] New and existing unit tests pass locally with my changes - [ ] Any dependent changes have been merged and published in downstream modules --------- Co-authored-by: Shivam Mishra <scm.mymail@gmail.com> |
||
|
Gabriel Jablonski
|
ce39e54308
|
feat: add audio transcoding support for WhatsApp Cloud API (#220)
* feat: add audio transcoding support for WhatsApp Cloud API - Introduced `Audio::TranscodeService` to handle audio transcoding to OGG/Opus format. - Updated `Messages::MessageBuilder` to transcode audio attachments based on `transcode_audio` parameter. - Enhanced `WhatsappCloudService` to normalize audio content types and send voice flag for recorded audio in OGG format. - Added utility functions for audio conversion in JavaScript. - Updated Dockerfile to include FFmpeg for audio processing. - Added tests for audio transcoding and WhatsApp Cloud service interactions. * feat: enhance audio handling with transcoding support and error management * feat: improve audio transcoding error handling and enhance audio recording features * feat: enhance audio transcoding process and error handling for better reliability * feat: update recorded audio handling to support boolean and array formats |
||
|
Gabriel Jablonski
|
3b8a38b153
|
feat: Implement existing template linking for CSAT surveys (#218)
* feat: Implement existing template linking for CSAT surveys - Added functionality to link existing CSAT templates for WhatsApp channels. - Introduced a new component for selecting existing templates. - Updated the dashboard settings page to support template mode switching between creating new and using existing templates. - Enhanced the CSAT template management service to handle linking existing templates and fetching available templates. - Updated API routes to include linking and fetching available templates. - Added tests for the new linking functionality and template availability checks. * feat: Enhance CSAT template handling and validation across services and components * feat: Refactor body variable extraction for CSAT templates and update related validations * feat: Add linked_at field to CSAT template responses and update related handling * feat: Add tests for ConversationDrop date formatting and CSAT template body variable handling |
||
|
Gabriel Jablonski
|
f2635a69ed
|
fix: email delivery in Email::SendOnEmailService (#217)
* fix: email delivery in Email::SendOnEmailService * fix: handle nil response from email_reply in Email::SendOnEmailService |
||
|
gabrieljablonski
|
9a4c5058f3 | Merge branch 'main' into chore/merge-upstream-4.11.0 | ||
|
Shivam Mishra
|
39243b9e71
|
fix: duplicate message_created webhooks for WhatsApp messages (#13523)
Some customers using WhatsApp inboxes with account-level webhooks were
reporting receiving duplicate `message_created` webhook deliveries for
every incoming message. Upon inspection, here's what we found
- Both payloads are identical.
- No errors appear in the application logs
- Webhook URL is only configured in one place.
This meant, the system was sending the webhooks twice. For some context,
there's a know related issue... Meta's WhatsApp Business API can deliver
the same webhook notification multiple times for a single message. The
codebase already acknowledges this — there's a comment in
`IncomingMessageBaseService#process_messages` noting that "multiple
webhook events can be received against the same message due to
misconfigurations in the Meta business manager account." A deduplication
guard exists, but it doesn't actually work under concurrency.
### Rationale
The existing dedup was a three-step sequence: check Redis (`GET`), check
the database, then set a Redis flag (`SETEX`). Two Sidekiq workers
processing duplicate Meta webhooks simultaneously would both complete
the `GET` before either executed the `SETEX`, so both would proceed to
create a message. The `source_id` column has a non-unique index, so the
database wouldn't catch the duplicate either. Each message then
independently fires `after_create_commit`, dispatching two
`message_created` webhook events to the customer.
```
Worker A Worker B
│ │
▼ ▼
Redis GET key ──► nil Redis GET key ──► nil
│ │
│ ◄── both pass guard ──► │
│ │
▼ ▼
Redis SETEX key Redis SETEX key
│ │
▼ ▼
BEGIN transaction BEGIN transaction
INSERT message INSERT message
DELETE Redis key ◄─┐ │
COMMIT │ DELETE Redis key
│ COMMIT
│ │
└── key gone before ───┘
B's commit lands
▼ ▼
after_create_commit after_create_commit
dispatch MESSAGE_CREATED dispatch MESSAGE_CREATED
│ │
▼ ▼
WebhookJob ──► n8n WebhookJob ──► n8n
(duplicate!)
```
There was a second, subtler problem visible in the diagram: the Redis
key was cleared *inside* the database transaction, before the
transaction committed. This opened a window where neither the Redis
check nor the database check would see the in-flight message.
The fix collapses the check-and-set into a single `SET NX EX` call,
which is atomic in Redis. The key is no longer eagerly cleared — it
expires naturally after 24 hours. The database lookup
(`find_message_by_source_id`) remains as a fallback for messages that
were created before the lock expired.
```
Worker A Worker B
│ │
▼ ▼
Redis SET NX ──► OK Redis SET NX ──► nil
│ │
▼ ▼
proceeds to create returns early
message normally (lock already held)
```
### Implementation Notes
The lock logic is extracted into `Whatsapp::MessageDedupLock`, a small
class that wraps a single `Redis SET NX EX` call. This makes the
concurrency guarantee testable in isolation — the spec uses a
`CyclicBarrier` to race two threads against the same key and asserts
exactly one wins, without needing database writes,
`use_transactional_tests = false`, or monkey-patching.
Because the Redis lock now persists (instead of being cleared
mid-transaction), existing WhatsApp specs needed an `after` hook to
clean up `MESSAGE_SOURCE_KEY::*` keys between examples. Transactional
fixtures only roll back the database, not Redis.
|
||
|
Tanmay Deep Sharma
|
f4538ae2c5
|
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 --> |
||
|
Shivam Mishra
|
2c2f0547f7
|
fix: Captain not responding to campaign conversations (#13489)
Co-authored-by: Aakash Bakhle <48802744+aakashb95@users.noreply.github.com> |
||
|
Tanmay Deep Sharma
|
7b512bd00e
|
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> |
||
|
Sojan Jose
|
f83415f299
|
fix(account-deletion): normalize deleted email suffix and handle collisions safely (#13472)
## Summary This PR fixes account deletion failures by changing how orphaned user emails are rewritten during `AccountDeletionService`. Ref: https://chatwoot-p3.sentry.io/issues/6715254765/events/e228a5d045ad47348d6c32448bc33b7a/ ## Changes (develop -> this branch) - Updated soft-delete email rewrite from: - `#{original_email}-deleted.com` - To deterministic value: - `#{user.id}@chatwoot-deleted.invalid` - Added reserved non-deliverable domain constant: - `@chatwoot-deleted.invalid` - Replaced the "other accounts" check from `count.zero?` to `exists?` (same behavior, cheaper query). - Updated service spec expectation to match deterministic email value and assert it differs from original email. ## Files changed - `app/services/account_deletion_service.rb` - `spec/services/account_deletion_service_spec.rb` ## How to verify - Run: `bundle exec rspec spec/services/account_deletion_service_spec.rb` - Run: `bundle exec rubocop app/services/account_deletion_service.rb spec/services/account_deletion_service_spec.rb` |
||
|
Pranav
|
6a7cbcf5ba
|
fix: Fixes reply-to in WhatsApp Cloud API (#13467)
This change https://github.com/chatwoot/chatwoot/pull/13371 broke the functionality. When a user replies to a WhatsApp message, the reply context wasn't being properly stored in Chatwoot due to #13371 WhatsApp sends reply messages with a `context` field containing the original message ID: ```json { "messages": [{ "context": { "from": "phone_number", "id": "wamid.ORIGINAL_MESSAGE_ID" }, "from": "phone_number", "id": "wamid.REPLY_MESSAGE_ID", "text": { "body": "This is a reply" } }] } ``` However, the in_reply_to_external_id was being overridden when building the message because content_attributes was explicitly set to either { external_echo: true } or {}, which discarded the reply-to information. |
||
|
Gabriel Jablonski
|
c24eba9180
|
fix: resolve race condition on slow networks by re-checking message source_id after acquiring contact lock (#210) | ||
|
Sojan Jose
|
9eb3ee44a8 |
Revert "chore: Upgrade Rails to 7.2.2 and update Gemfile dependencies (#11037)"
This reverts commit
|
||
|
Sojan Jose
|
ef6ba8aabd
|
chore: Upgrade Rails to 7.2.2 and update Gemfile dependencies (#11037)
Upgrade rails to 7.2.2 so that we can proceed with the rails 8 upgrade afterwards # Changelog - `.circleci/config.yml` — align CI DB setup with GitHub Actions (`db:create` + `db:schema:load`) to avoid trigger-dependent prep steps. - `.rubocop.yml` — add `rubocop-rspec_rails` and disable new cops that don't match existing spec style. - `AGENTS.md` — document that specs should run without `.env` (rename temporarily when present). - `Gemfile` — upgrade to Rails 7.2, switch Azure storage gem, pin `commonmarker`, bump `sidekiq-cron`, add `rubocop-rspec_rails`, and relax some gem pins. - `Gemfile.lock` — dependency lockfile updates from the Rails 7.2 and gem changes. - `app/controllers/api/v1/accounts/integrations/linear_controller.rb` — stringify params before passing to the Linear service to keep key types stable. - `app/controllers/super_admin/instance_statuses_controller.rb` — use `MigrationContext` API for migration status in Rails 7.2. - `app/models/installation_config.rb` — add commentary on YAML serialization and future JSONB migration (no behavior change). - `app/models/integrations/hook.rb` — ensure hook type is set on create only and guard against missing app. - `app/models/user.rb` — update enum syntax for Rails 7.2 deprecation, serialize OTP backup codes with JSON, and use Ruby `alias`. - `app/services/crm/leadsquared/setup_service.rb` — stringify hook settings keys before merge to keep JSON shape consistent. - `app/services/macros/execution_service.rb` — remove macro-specific assignee activity workaround; rely on standard assignment handlers. - `config/application.rb` — load Rails 7.2 defaults. - `config/storage.yml` — update Azure Active Storage service name to `AzureBlob`. - `db/migrate/20230515051424_update_article_image_keys.rb` — use credentials `secret_key_base` with fallback to legacy secrets. - `docker/Dockerfile` — add `yaml-dev` and `pkgconf` packages for native extensions (Ruby 3.4 / psych). - `lib/seeders/reports/message_creator.rb` — add parentheses for clarity in range calculation. - `package.json` — pin Vite version and bump `vite-plugin-ruby`. - `pnpm-lock.yaml` — lockfile changes from JS dependency updates. - `spec/builders/v2/report_builder_spec.rb` — disable transactional fixtures; truncate tables per example via Rails `truncate_tables` so after_commit callbacks run with clean isolation; keep builder spec metadata minimal. - `spec/builders/v2/reports/label_summary_builder_spec.rb` — disable transactional fixtures + truncate tables via Rails `truncate_tables`; revert to real `resolved!`/`open!`/`resolved!` flow for multiple resolution events; align date range to `Time.zone` to avoid offset gaps; keep builder spec metadata minimal. - `spec/controllers/api/v1/accounts/macros_controller_spec.rb` — assert `assignee_id` instead of activity message to avoid transaction-timing flakes. - `spec/services/telegram/incoming_message_service_spec.rb` — reference the contact tied to the created conversation instead of `Contact.all.first` to avoid order-dependent failures when other specs leave data behind. - `spec/mailers/administrator_notifications/shared/smtp_config_shared.rb` — use `with_modified_env` instead of stubbing mailer internals. - `spec/services/account/sign_up_email_validation_service_spec.rb` — compare error `class.name` for parallel/reload-safe assertions. |
||
|
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 | |
||
|
Muhsin Keloth
|
c77d935e38
|
fix: Subscribe app to WABA before overriding webhook callback URL (#13279)
#### Problem
Meta requires the app to be subscribed to the WABA before
`override_callback_uri` can be used. The current implementation tries to
use `override_callback_uri` directly, which fails with:
> Error 100: "Before override the current callback uri, your app must be
subscribed to receive messages for WhatsApp Business Account"
This causes embedded signup to fail silently, the inbox appears
connected but never receives messages.
#### Solution
Split `subscribe_waba_webhook` into two sequential API calls:
```ruby
def subscribe_waba_webhook(waba_id, callback_url, verify_token)
# Step 1: Subscribe app to WABA first (required before override)
subscribe_app_to_waba(waba_id)
# Step 2: Override callback URL for this specific WABA
override_waba_callback(waba_id, callback_url, verify_token)
end
```
#### References
- Subscribe app to WABA's webhooks: https://www.postman.com/meta/whatsapp-business-platform/request/ju40fld/subscribe-app-to-waba-s-webhooks
- Override Callback URL (Embedded Signup): https://www.postman.com/meta/whatsapp-business-platform/request/l6a09ow/override-callback-url
Co-authored-by: Sojan Jose <sojan@pepalo.com>
|
||
|
Muhsin Keloth
|
b686d14044
|
feat: Handle external echo messages from native apps (#13371)
When businesses use WhatsApp Business App (co-existence mode) or Instagram App or TikTok alongside Chatwoot, messages sent from the native apps were not synced properly back to Chatwoot. This left agents with an incomplete conversation history and no visibility into responses sent outside the dashboard. Additionally, if these echo messages did arrive, they appeared as "Sent by: Bot" in the UI since they had no sender, making it confusing for agents. This PR subscribes to WhatsApp `smb_message_echoes` webhook events and routes them through the existing service with an `outgoing_echo` flag, mirroring how Instagram already handles echoes. On the Instagram side, echo messages now also carry the `external_echo` content attribute and `delivered` status. On the frontend, messages with `externalEcho` are distinguished from bot messages showing a "Native app" avatar and an advisory note encouraging agents to reply from Chatwoot to maintain the service window. <img width="1518" height="524" alt="CleanShot 2026-01-29 at 13 37 57@2x" src="https://github.com/user-attachments/assets/5aa0b552-6382-441f-96aa-9a62ca716e4a" /> Fixes https://linear.app/chatwoot/issue/CW-4204/display-messages-not-sent-from-chatwoot-in-case-of-outgoing-echo Fixes https://linear.app/chatwoot/issue/PLA-33/incoming-from-me-messages-from-whatsapp-business-app-are-not-falling |
||
|
gabrieljablonski
|
e84875ca04 | test: update outgoing message spec to reflect nil sender from WhatsApp | ||
|
Gabriel Jablonski
|
4483b7457a
|
test: fix ci (#203)
* fix: update merge method to deep_merge for scheduled message metadata and adjust error handling in WhatsApp service specs * fix: update error expectation syntax in WhatsappZapiService specs * fix: update due_for_sending expectation to compare message IDs |
||
|
Cayo P. R. Oliveira
|
f9d1146cb0
|
feat: mensagens agendadas (#198)
* feat: Adds model for scheduling messages * feat: Implement scheduled message handling and processing jobs * feat: Add ScheduledMessagesController and associated specs for managing scheduled messages * refactor: Simplify scheduled message job specs and improve metadata handling * feat: Add ScheduledMessagePolicy for managing access to scheduled messages * feat: Add routes for managing scheduled messages * feat: Add scheduled message event handling and broadcasting * feat: Add JSON views for scheduled messages creation, destruction, updating, and indexing * feat: Update scheduled message status and dispatch update event after message creation * feat: Ensure scheduled message updates trigger dispatch event * feat: Add mutation types for managing scheduled messages * feat: Add additionalAttributes prop to Message component and provider * feat: Implement scheduled message handling in ActionCable and Vuex store * feat: Add unit tests for scheduled messages actions and mutations * feat: implement scheduled messages functionality - Added support for scheduling messages in the conversation dashboard. - Introduced new components: ScheduledMessageModal and ScheduledMessages for managing scheduled messages. - Enhanced ReplyBottomPanel to include scheduling options. - Updated Base.vue to handle scheduled message styling. - Integrated Vuex store module for managing scheduled messages state. - Added necessary translations for scheduled messages in English and Portuguese. * feat: add pagination to scheduled messages index and update tests accordingly * chore: update scheduled messages specs for future time validation and response status * chore: enhance scheduled messages API with pagination and add skeleton loader component * feat: add create_scheduled_message action to automation rule attributes * feat: implement create_scheduled_message action and enhance attachment handling * feat: add scheduled message functionality with UI components and localization * test: enhance scheduledMessages mutations tests with meta handling and structure * chore: update label to display file name upon successful upload in AutomationFileInput component * feat: add initialAttachment prop to ScheduledMessageModal and update ReplyBox to pass attachment * chore: prepend_mod_with to ScheduledMessagesController for better module handling * fix: attachment visibility in ScheduledMessageItem component * chore: enhance ScheduledMessage model with validations and reduce controller load * refactor: simplify ScheduledMessagesAPI methods by removing unnecessary instance variable * chore: update event emission for scheduled message creation in ReplyBox and ScheduledMessageModal * refactor: update status configuration to use label keys * chore: update date formatting in ScheduledMessageItem component * refactor: collapse logic to checkOverflow and update related functionality * chore: add author indication for current user in scheduled messages * chore: enhance scheduled message metadata with author information and localization * fix: send message shortcut * chore: handle errors in scheduled message submission * chore: update scheduled message modal to use combined date and time input * chore: refactor scheduled messages handling to remove pagination and update related tests * fix: ensure scheduled messages update status and dispatch on failure * fix: update scheduled message due date logic and simplify sending checks * refactor: rename build_message method for send_message * fix: update scheduled message creation time and improve test reliability * chore: ignore unnecessary check * chore: add scheduled message metadata handling in message builder, add scheduled message factorie and update specs * refactor: use scheduled message factorie creation in specs * chore: streamline error handling in scheduled message job and remove dispatch logic * fix: change scheduled_messages association to destroy dependent records * refactor: remove unused attributes from scheduled message payload builder * chore: update scheduled message retrieval to use conversation association * chore: correct cron format for scheduled messages job * chore: remove migration for author_type in scheduled_messages * feat: enhance scheduled messages management with delete confirmation and error handling * chore: set cron poll interval to 10 seconds for improved scheduling precision * feat: include additional_attributes in message JSON response * feat: enhance scheduled message validation and localization support * chore: update scheduled message display * Merge branch 'main' into Cayo-Oliveira/CU-86aenh268/Mensagens-agendadas * feat: add scheduled message indicators and validation for message length * fix: remove unnecessary condition from line-clamp class binding * feat: update scheduled messages localization and enhance content validation * feat: update scheduled messages order, enhance scheduledAt computation, and add message association * fix: reorder condition for Facebook channel message length computation * fix: change detection for attachments in scheduled messages * fix: remove unnecessary colon from close-on-backdrop-click prop in ScheduledMessageModal * chore: add error handling for scheduled message deletion and update localization for delete failure * fix: enforce minimum delay of 1 minute for scheduled messages and update validation * fix: remove unused private property and improve locale formatting for scheduled messages * fix: adjust positioning of DropdownBody in ReplyBottomPanel and clean up schema foreign keys * docs: add scheduled messages management APIs and payload definitions --------- Co-authored-by: gabrieljablonski <contact@gabrieljablonski.com> |
||
|
Pranav
|
0d9c0b2ed2
|
fix: Force account_id in the query (#13388)
### What Forces `account_id` to be applied consistently in queries and message creation paths. ### Why Some queries were missing `account_id`, leading to cross-account scans and slow performance in large datasets. ### Changes * Added `account_id` to the relevant query columns. * Ensured messages are always created within the correct account scope. * Updated `created_at` handling where required for consistency. ### Impact * Prevents cross-account queries. * Improves query performance. * Reduces risk of incorrect data access across accounts. ### Notes No functional behavior change for end users. This is a performance and safety fix. |
||
|
Gabriel Jablonski
|
b1aaf58097
|
fix(whatsapp): update conversation lookup to handle multiple contact inboxes in single conversation mode (#197)
* fix(whatsapp): update conversation lookup to handle multiple contact inboxes in single conversation mode * fix(whatsapp): update conversation retrieval logic to ensure correct conversation is reopened |
||
|
Gabriel Jablonski
|
b5d3250a2a
|
feat(baileys): add reply context handling (#196) | ||
|
Gabriel Jablonski
|
77c90a69ca
|
feat(whatsapp): delete messages on baileys/zapi providers (#194)
* feat(baileys): implement message deletion functionality * feat(zapi): add message deletion functionality and corresponding tests * feat(whatsapp): update message deletion logic for provider compatibility * feat(whatsapp): enhance message deletion logic to handle missing phone numbers |
||
|
Gabriel Jablonski
|
ec8366aabd
|
fix(whatsapp): fix conversation duplication on race condition (#193)
* fix(whatsapp): update message source ID handling and improve Redis key formatting * fix(whatsapp): prevent updating contact_inbox on identifier conflict * fix(whatsapp): refactor conversation routing tests to use shared examples for better clarity and maintainability |
||
|
Pranav
|
9e97cc0cdd
|
fix(whatsapp): Preserve ordered list numbering in messages (#13339)
- Fix ordered lists being sent as unordered lists in WhatsApp integrations - The WhatsApp markdown renderer was converting all lists to bullet points (-), ignoring numbered list formatting - Added ordered list support by tracking list_type and list_item_number from CommonMarker AST metadata Before: Input: "1. First\n2. Second\n3. Third" Output: "- First\n- Second\n- Third" After: Input: "1. First\n2. Second\n3. Third" Output: "1. First\n2. Second\n3. Third" |
||
|
Muhsin Keloth
|
990201f697 |
fix: Remove phone_number_id param from WhatsApp media retrieval for incoming messages (#13319)
Fixes https://github.com/chatwoot/chatwoot/issues/13317 Fixes an issue where WhatsApp attachment messages (images, audio, video, documents) were failing to download. Messages were being created but without attachments. The `phone_number_id` parameter was being passed to the `GET /<MEDIA_ID>` endpoint when downloading incoming media. According to Meta's documentation: > "Note that `phone_number_id` is optional. If included, the request will only be processed if the business phone number ID included in the query matches the ID of the business phone number **that the media was uploaded on**." For incoming messages, media is uploaded by the customer, not by the business phone number. Passing the business's `phone_number_id` causes validation to fail with error: `Param phone_number_id is not a valid whatsapp business phone number id ID` This PR removes the `phone_number_id` parameter from the media URL request for incoming messages. |
||
|
Muhsin Keloth
|
457430e8d9
|
fix: Remove phone_number_id param from WhatsApp media retrieval for incoming messages (#13319)
Fixes https://github.com/chatwoot/chatwoot/issues/13317 Fixes an issue where WhatsApp attachment messages (images, audio, video, documents) were failing to download. Messages were being created but without attachments. The `phone_number_id` parameter was being passed to the `GET /<MEDIA_ID>` endpoint when downloading incoming media. According to Meta's documentation: > "Note that `phone_number_id` is optional. If included, the request will only be processed if the business phone number ID included in the query matches the ID of the business phone number **that the media was uploaded on**." For incoming messages, media is uploaded by the customer, not by the business phone number. Passing the business's `phone_number_id` causes validation to fail with error: `Param phone_number_id is not a valid whatsapp business phone number id ID` This PR removes the `phone_number_id` parameter from the media URL request for incoming messages. |
||
|
gabrieljablonski
|
f23fbb97f5 | test: comment out test for audio attachment due to transcoding requirement | ||
|
Muhsin Keloth
|
7e4d93f649
|
fix: Setup webhooks for manual WhatsApp Cloud channel creation (#13278)
Fixes https://github.com/chatwoot/chatwoot/issues/13097 ### Problem The PR #12176 removed the `before_save :setup_webhooks` callback to fix a race condition where Meta's webhook verification request arrived before the channel was saved to the database. This change broke manual WhatsApp Cloud channel setup. While embedded signup explicitly calls `channel.setup_webhooks` in `EmbeddedSignupService`, manual setup had no equivalent call - meaning the `subscribed_apps` endpoint was never invoked and Meta never sent webhook events to Chatwoot. ### Solution Added an `after_commit` callback that triggers webhook setup for manual WhatsApp Cloud channels |
||
|
Gabriel Jablonski
|
b199c2c786
|
fix: whatsapp race condition (#190)
* fix: whatsapp race condition * fix: prevent race conditions in WhatsApp message handling * fix: improve WhatsApp contact lock handling to prevent race conditions |
||
|
Gabriel Jablonski
|
502f7a470f
|
test: fix ci error (#189) | ||
|
gabrieljablonski
|
6ab1898992 | Merge branch 'main' into chore/merge-upstream-4.10 | ||
|
Muhsin Keloth
|
96b5780ea7
|
fix: Respect survey label rules for WhatsApp CSAT template (#13285)
Ensure CSAT survey label rules are evaluated once in CsatSurveyService before any channel-specific sending (including WhatsApp/Twilio templates), remove the duplicated rule check from the template builder, and cover the blocking-label scenario in service specs while simplifying the template specs accordingly. Co-authored-by: Sojan Jose <sojan@pepalo.com> |
||
|
Gabriel Jablonski
|
24d348cdd3
|
feat: whastapp cloud provider voice notes (#186) | ||
|
Gabriel Jablonski
|
f54d113571
|
fix: whatsapp race condition (#185)
* feat: include external created at in whatsapp cloud message * fix: whatsapp providers race condition * refactor: remove redundant comments and streamline message processing lock acquisition * fix: scope message source key by inbox.id to prevent race condition * fix: scope message source key by inbox.id to prevent race condition |
||
|
Muhsin Keloth
|
c483034a07
|
feat: Add support for sending CSAT surveys via templates (Whatsapp Twilio) (#13143)
Fixes https://linear.app/chatwoot/issue/CW-6189/support-for-sending-csat-surveys-via-approved-whatsapp --------- Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com> Co-authored-by: Vinay Keerthi <11478411+stonecharioteer@users.noreply.github.com> Co-authored-by: iamsivin <iamsivin@gmail.com> Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com> |
||
|
Shivam Mishra
|
7b51939f07
|
fix: country_code should be checked against the contact (#13186)
|
||
|
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>
|
||
|
Muhsin Keloth
|
3e5b2979eb
|
feat: Add support for sending CSAT surveys via templates (Whatsapp Cloud) (#12787)
This PR enables sending CSAT surveys on WhatsApp using approved WhatsApp message templates, ensuring survey delivery even after the 24-hour session window. The system now automatically creates, updates, and monitors WhatsApp CSAT templates without manual intervention. <img width="1664" height="1792" alt="approved" src="https://github.com/user-attachments/assets/c6efd61e-1d01-4738-abb6-0afc0dace975" /> #### Why this change Previously, WhatsApp CSAT messages failed outside the 24-hour customer window. With this update: - CSAT surveys are delivered reliably using WhatsApp templates - Template creation happens automatically in the background - Users can modify survey content and recreate templates easily - Clear UI states show template approval status #### Screens & States <details> <summary>Default — No template configured yet</summary> <img width="1662" height="1788" alt="default" src="https://github.com/user-attachments/assets/ed26d71b-cf7c-4a26-a2af-da88772c847c" /> </details> <details> <summary>Pending — Template submitted, awaiting Meta approval</summary> <img width="1658" height="1816" alt="pending" src="https://github.com/user-attachments/assets/923b789b-d91b-4364-905d-e56a2b65331a" /> </details> <details> <summary>Approved — Survey will be sent when conversation resolves</summary> <img width="1664" height="1792" alt="approved" src="https://github.com/user-attachments/assets/c6efd61e-1d01-4738-abb6-0afc0dace975" /> </details> <details> <summary>Rejected — Template rejected by Meta</summary> <img width="1672" height="1776" alt="rejected" src="https://github.com/user-attachments/assets/f69a9b0e-be27-4e67-a993-7b8149502c4f" /> </details> <details> <summary>Not Found — Template missing in Meta Platform</summary> <img width="1660" height="1784" alt="not-exist" src="https://github.com/user-attachments/assets/a2a4b4f7-b01a-4424-8fcb-3ed84256e057" /> </details> <details> <summary>Edit Template — Delete & recreate template on change</summary> <img width="2342" height="1778" alt="edit-survey" src="https://github.com/user-attachments/assets/0f999285-0341-4226-84e9-31f0c6446924" /> </details> #### Test Cases **1. First-time CSAT setup on WhatsApp inbox** - Enable CSAT - Enter message + button text - Save - Expected: Template created automatically, UI shows pending state **2. CSAT toggle without changing text** - Existing approved template - Toggle CSAT OFF → ON (no text change) - Expected: No confirmation alert, no template recreation **3. Editing only survey rules** - Modify labels or rule conditions only - Expected: No confirmation alert, template remains unchanged **4. Template text change** - Change survey message or button text - Save - Expected: - Confirmation dialog shown - On confirm → previous template deleted, new one created - On cancel → revert to previous values **5. Language change** - Change template language (e.g., en → es) - Expected: Confirmation dialog + new template on confirm **6. Sending survey** - Template approved → always send template - Template pending → send free-form within 24 hours only - Template rejected/missing → fallback to free-form (if within window) - Outside 24 hours & no approved template → activity log only **7. Non-WhatsApp inbox** - Enable CSAT for email/web inbox - Expected: No template logic triggered Fixes https://linear.app/chatwoot/issue/CW-6188/support-for-sending-csat-surveys-via-approved-whatsapp --------- Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com> Co-authored-by: Vinay Keerthi <11478411+stonecharioteer@users.noreply.github.com> Co-authored-by: iamsivin <iamsivin@gmail.com> |
||
|
Muhsin Keloth
|
bd698cb12c
|
feat: Add call-to-action template support for Twilio (#13179)
Fixes https://linear.app/chatwoot/issue/CW-6228/add-call-to-action-template-support-for-twilio-whatsapp-templates Adds support for Twilio WhatsApp call-to-action templates, enabling customers to use URL button templates with variable inputs. <img width="2982" height="1388" alt="CleanShot 2026-01-05 at 16 25 55@2x" src="https://github.com/user-attachments/assets/7cf332f5-3f3e-4ffb-a461-71c60a0156c8" /> |
||
|
Pranav
|
79381a4c5f
|
fix: Add code_block method to WhatsApp and Instagram markdown renderers (#13166)
Problem: SystemStackError: stack level too deep occurred when rendering
messages with indented content (4+ spaces) for WhatsApp, Instagram, and
Facebook channels.
Root Cause: CommonMarker::Renderer#code_block contains a self-recursive
placeholder that must be overridden:
```
def code_block(node)
code_block(node) # calls itself infinitely
end
```
WhatsAppRenderer and InstagramRenderer were missing this override,
causing infinite recursion when markdown with 4-space indentation
(interpreted as code blocks) was rendered.
Fix: Added code_block method to both renderers that outputs the node
content as plain text:
```
def code_block(node)
out(node.string_content)
end
```
Fix https://linear.app/chatwoot/issue/CW-6217/systemstackerror-stack-level-too-deep-systemstackerror
|