Commit Graph

740 Commits

Author SHA1 Message Date
gabrieljablonski
fab34768e2 Merge branch 'main' into chore/merge-upstream 2025-06-04 12:37:59 -03:00
Shivam Mishra
e9a132a923
feat: auto resolve label option and fixes (#11541)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-06-04 14:53:24 +05:30
Cayo P. R. Oliveira
a3effacc21
Feat: improve read receipts (#56)
* feat: add store in additional_attributes to conversation model

* feat: set default mark_as_read to true in additional_attributes for conversation params

* fix: remove mark_as_read from additional_attributes in conversation

* refactor: move message read logic to mark_messages_as_read method in ConversationsController

* feat: add 'Mark messages as read' option to WhatsApp channel settings

* feat: add 'mark_as_read' option in factorie  for WhatsApp channel

* feat: integrate Checkbox component for 'mark as read' option in WhatsApp settings

* fix: ensure 'mark_as_read' option is included in channel creation payload

* feat: add 'Mark as read' settings for WhatsApp inbox, including UI and state management

* chore: remove redundant content update test from IncomingMessageBaileysService spec

* feat: update 'Mark as read' label to 'Read receipts' and replace Checkbox with Switch component in WhatsApp settings

* fix: handle potential nil value for 'mark_as_read' in provider config

* feat: refactor provider config to streamline channel creation with 'mark_as_read' option

* feat: add test for MESSAGE_READ event dispatch in update_last_seen action

* fix: update subheader for 'Mark as read' setting to read receipt behavior in WhatsApp

* feat: update mark_messages_as_read behavior to handle false value in provider config

* chore: update label for 'Mark as read' option

* feat: update update_last_seen to send WhatsApp read receipt for WhatsApp channels

* test: remove MESSAGE_READ event dispatch tests in wrong file

* feat: enhance update_last_seen behavior for WhatsApp channel to conditionally dispatch messages.read event

* feat: update update_last_seen to dispatch messages.read event

* test: refactor update_last_seen tests

* chore: refactor to ensure provider_service responds to read_messages before ensure the mark_as_read provider config

* test: enhance #read_messages with provider config mark_as_read expected behaviors

* chore: clarify test names and remove useless expect

---------

Co-authored-by: gabrieljablonski <contact@gabrieljablonski.com>
2025-06-03 23:28:15 -03:00
Shivam Mishra
02c4863d95
feat: improve article search ranking (#11640) 2025-06-03 12:01:17 +05:30
gabrieljablonski
0317803b7c Merge branch 'main' into chore/merge-upstream 2025-05-30 11:03:07 -03:00
Pranav
70c29f699c
fix(revert): "fix: Send CSAT survey only when agent can reply in conversati… (#11634)
…on (#11584)"

This reverts commit b5ebc47637.

# Pull Request Template

## Description

Please include a summary of the change and issue(s) fixed. Also, mention
relevant motivation, context, and any dependencies that this change
requires.
Fixes # (issue)

## Type of change

Please delete options that are not relevant.

- [ ] Bug fix (non-breaking change which fixes an issue)
- [ ] New feature (non-breaking change which adds functionality)
- [ ] Breaking change (fix or feature that would cause existing
functionality not to work as expected)
- [ ] This change requires a documentation update

## How Has This Been Tested?

Please describe the tests that you ran to verify your changes. Provide
instructions so we can reproduce. Please also list any relevant details
for your test configuration.


## Checklist:

- [ ] 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
2025-05-29 16:52:33 -06:00
Muhsin Keloth
b5ebc47637
fix: Send CSAT survey only when agent can reply in conversation (#11584)
Fixes https://github.com/chatwoot/chatwoot/issues/11569

 ## Problem
On platforms like WhatsApp and Facebook Messenger, customers cannot
reply to messages after 24 hours (or other channel-specific messaging
windows). Despite this limitation, the system continued sending CSAT
surveys to customers outside their messaging window, making it
impossible for them to respond.

  ## Solution
Added a check for `conversation.can_reply?` in the
`should_send_csat_survey?` method. This leverages the existing
`MessageWindowService` which already handles all channel-specific
messaging window logic.
2025-05-28 19:34:11 +05:30
Cayo P. R. Oliveira
548c0351ec
Fix/baileys unread message (#50)
* fix: correct structure of lastMessages in message content

* fix: update send_message to store external_created_at timestamp with result from request

* fix: filter incoming messages for unread conversation logic

* fix: improve extraction of message timestamp in send_message method

* feat: enhance message timestamp extraction and update logic in send_message method

* refactor: send_message to improve error handling and update external_created_at timestamp

* chore: move message timestamp extraction to helper

* fix: use message timestamp extract on incoming

* fix: update unread_conversation to handle last message correctly for Baileys provider

---------

Co-authored-by: gabrieljablonski <contact@gabrieljablonski.com>
2025-05-23 17:19:01 -03:00
Sojan Jose
c2d8e2ad77
feat: move Slack config to installation settings (#11548)
- enable Slack Configuration via InstallationConfig
- list Slack integration in super admin settings
2025-05-23 01:07:35 -07:00
Cayo P. R. Oliveira
21133c3383
feat: mark unread conversations (#49)
* feat: add MESSAGES_UNREAD event and implement unread action in ConversationsController

* feat: rename MESSAGES_UNREAD event to CONVERSATION_UNREAD and update unread action in ConversationsController

* feat: implement send_unread_conversation method and update conversation_unread event handling

* feat: add test for dispatching conversation.unread event in ConversationsController

* feat: add conversation_unread event handling in ChannelListener

* feat: add send_unread_conversation method and corresponding tests in Whatsapp channel

* feat: add logging for nil last_message in send_unread_conversation method

* feat: add send_unread_conversation to error handling methods

* feat: implement send_unread_conversation method with logging for nil last_message

* fix: add nil check and logging for last_message in send_unread_conversation method

* fix: update conversation_unread method to call unread_conversation instead of send_unread_conversation

* refactor: rename send_unread_conversation to unread_conversation and update method implementation

* refactor: rename send_unread_conversation to send_unread_messages and update implementation to handle multiple messages

* refactor: rename send_read_messages to read_messages and send_unread_messages to unread_message for clarity

* refactor: rename send_read_messages to read_messages and send_unread_messages to unread_message for clarity

* refactor: rename send_read_messages to read_messages for consistency
2025-05-22 11:52:03 -03:00
Sojan Jose
bc42aec68e
chore: upgrade ruby version to 3.4.4 (#11524)
- Chore upgrade ruby version to 3.4.4 before we migrate to rails 7.2
over #11037
2025-05-21 19:40:07 +05:30
Sivin Varghese
2ee63656e2
feat: Prevent saving preferences and status when impersonating (#11164)
This PR will prevent saving user preferences and online status when impersonating. Previously, these settings could be updated during impersonation, causing the user to see a different view or UI settings.

Fixes https://linear.app/chatwoot/issue/CW-4163/impersonation-improvements
2025-05-20 17:34:30 -07:00
Muhsin Keloth
27ec791353
fix: Display message content for CSAT messages in non-widget inboxes (#11528)
We made so many improvements for CSAT via https://github.com/chatwoot/chatwoot/pull/11485. However, we missed showing message content in the dashboard for CSAT URLs created in non-widget inboxes. This PR fixes the issue by ensuring that CSAT-configured messages are passed along with CSAT responses, otherwise defaulting to the translation.
2025-05-20 15:39:18 -07:00
Gabriel Jablonski
ba14d51d23
Merge branch 'fazer-ai/main' into chore/merge-upstream 2025-05-18 11:43:18 -03:00
Pranav
cbdac45824
feat: Improve Captain interactions, activity messages (#11493)
Show captain messages under the name of the assistant which generated
the message.

- Add support for `Captain::Assistant` sender type
- Add push_event_data for captain_assistants
- Add activity message handler for captain_assistants
- Update UI to show captain messages under the name of the assistant
- Fix the issue where openAI errors when image is sent
- Add support for custom name of the assistant

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-05-16 19:27:57 -07:00
Sojan Jose
84dae4e4a9
fix: Move the check for CaptainAssistant to enterprise (#11500) 2025-05-16 16:59:43 -07:00
Sojan Jose
eba24ce275
chore: Add activity message for conversation resolutions by Captain (#11492)
Currently, when Captain resolves a conversation, the same activity
message used for auto-resolution is shown. This has caused confusion for
users.
With this change, a distinct activity message will be displayed
specifically for resolutions performed by Captain, improving clarity.


Fixes
https://linear.app/chatwoot/issue/CW-4289/incorrect-activity-message-for-conversations-resolved-by-captain-auto#comment-d2991763

Co-authored-by: Pranav <pranav@chatwoot.com>
2025-05-16 11:57:07 -07:00
Sivin Varghese
d0611cb7f2
feat: Improve CSAT responses (#11485)
# Pull Request Template

## Description

This PR introduces basic customization options for the CSAT survey:

* **Display Type**: Option to use star ratings instead of emojis.
* **Message Text**: Customize the survey message (up to 200 characters).
* **Survey Rules**: Send surveys based on labels — trigger when a
conversation has or doesn't have a specific label.

Fixes
https://linear.app/chatwoot/document/improve-csat-responses-a61cf30e054e

## Type of change

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

## How Has This Been Tested?

### Loom videos

**Website Channel (Widget)**

https://www.loom.com/share/7f47836cde7940ae9d17b7997d060a18?sid=aad2ad0a-140a-4a09-8829-e01fa2e102c5

**Email Channel (Survey link)**

https://www.loom.com/share/e92f4c4c0f73417ba300a25885e093ce?sid=4bb006f0-1c2a-4352-a232-8bf684e3d757

## Checklist:

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

---------

Co-authored-by: Pranav <pranavrajs@gmail.com>
2025-05-16 14:18:52 +05:30
Pranav
bce1f58e86
chore: Update LLM formatter classes to include additional details (#11491)
This PR introduces support for optionally exposing more data during LLM
function calls. This will be useful as we expand Copilot’s capabilities.

Changes included:
- Add support for ArticleLlmFormatter
- Add missing specs for ContactLLMFormatter and ArticleLLMFormatter
- Add additional spec for ConversationLLMFormatter based on config
2025-05-15 17:47:37 -07:00
Sojan Jose
a4c7b73888
fix: Manage Twilio SMS channel via inbox API (#11457)
- Currently Chatwoot manages Twilio Inbox creation in a separate
controller , We want to move this to inboxes api so that we have a
unified API for inbox related changes

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-05-15 12:28:54 +05:30
gabrieljablonski
d4915e864f fix: create message with attachment in a single step 2025-05-08 21:36:06 -03:00
Shivam Mishra
6766b706c1
feat: Add support for typing events in webhooks (#11423)
Added support for typing events in webhooks. Two new events are now
available: `conversation_typing_on` and `conversation_typing_off`.


<img width="746" alt="Screenshot 2025-05-08 at 4 50 24 PM"
src="https://github.com/user-attachments/assets/62da7b38-de0f-42c5-84f4-066e653da331"
/>

---------

Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Pranav <pranavrajs@gmail.com>
2025-05-08 17:28:35 -07:00
Cayo P. R. Oliveira
c6e505e924
feat: mark message as read (#43)
* feat: implement send_read_messages method for WhatsApp channel

* feat: implement messages_read event handling and dispatch for conversations

* feat: enhance messages_read handling to include last_seen_at and conversation context

* feat: update last_seen handling to reference agent_last_seen_at for messages read event

* chore: fix rebase

* feat: update error handling

* feat: update send_read_messages to mark received messages as not sent by the user

* test: controller spec

* test: channel listener

* test: channel and provider

---------

Co-authored-by: gabrieljablonski <contact@gabrieljablonski.com>
2025-05-08 11:07:57 -03:00
Shivam Mishra
c87b2109a9
feat: allow auto resolve waiting option (#11436) 2025-05-08 12:52:17 +05:30
Shivam Mishra
b533980880
feat: Add support for minutes in auto resolve feature (#11269)
### Summary

- Converts conversation auto-resolution duration from days to minutes
for more
granular control
- Updates validation to allow values from 10 minutes (minimum) to 999
days (maximum)
- Implements smart messaging to show appropriate time units in activity
messages

###  Changes

- Created migration to convert existing durations from days to minutes
(x1440)
- Updated conversation resolver to use minutes instead of days
- Added dynamic translation key selection based on duration value
- Updated related specs and documentation
- Added support for displaying durations in days, hours, or minutes
based on value

###  Test plan

- Verify account validation accepts new minute-based ranges
- Confirm existing account settings are correctly migrated
- Test auto-resolution works properly with minute values
- Ensure proper time unit display in activity messages

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-05-07 00:36:15 -07:00
Gabriel Jablonski
19ad42a580
feat: dispatch to channel listener on availability change (#42) 2025-05-06 20:01:05 -03:00
Cayo P. R. Oliveira
8d5a6bc4b5
feat: add flag to edited messages and content history tracking (#35)
* fix: handle protocol messages in IncomingMessageBaileysService and ignore it

* fix: ignore protocol messages before create conversation and contact

* feat: add flag to edited messages and content history tracking

* refactor: update message model to use edit_history instead of content_history for tracking edits

* refactor: update message model to track previous content instead of edit history

* test: fix message content update test to correctly track original content

---------

Co-authored-by: gabrieljablonski <contact@gabrieljablonski.com>
2025-05-06 16:40:09 -03:00
Gabriel Jablonski
62ef2113d5
feat: toggle typing status on channel provider (#39)
* feat: toggle typing status on channel provider

* refactor: general refactorings

* fix: check if channel implements method

* test: channel listener specs

* test: channel spec

* test: baileys service spec
2025-05-03 00:39:39 -03:00
gabrieljablonski
add11d29c1 chore: drop FRONTEND_URL_EXTERNAL var 2025-05-02 20:44:10 -03:00
Gabriel Jablonski
af4ca9d974
Merge branch 'fazer-ai/main' into chore/merge-upstream 2025-05-02 19:55:54 -03:00
Cayo P. R. Oliveira
8e913236e5
feat: baileys messages reactions (#33)
* fix: update send_message method to handle  baileys-api send-message changes

* chore: simplify update of is_unsupported

* feat: add support for message reactions in WhatsApp Baileys service

* chore: update context description for unsupported message in send_message spec

* feat: enhance incoming messages Baileys service to support message reactions and external source ID handling

* fix: correct typo in comment for is_reaction attribute in Message model

* chore: simplify message handling by removing external source ID checks and unused methods

* fix: update comment to reflect necessary change for source_id in set_contact method

* fix: refactor message handling for reactions and simplify jid generation

* fix: add comment to clarify behavior of find_message_by_source_id method

* fix: update unsupported message handling

* chore: specs for reaction messages

* fix: simplify message update handling by removing redundant validation method

* fix: update reaction message handling to use in_reply_to_external_id and fix spec

* fix: enhance message handling for unsupported types and update specs

* fix: update reaction message handling to set is_reaction flag and enhance specs

* fix: update specs for send message in reaction

* revert: remove mb0 from input

* fix: streamline jid generation in send_message_request

* refactor: specs

* refactor: move content attributes to helper

* test: spec for empty reaction

* refactor: streamline references to replied message

* test: refactor spec

* test: refactor spec

---------

Co-authored-by: gabrieljablonski <contact@gabrieljablonski.com>
2025-04-29 20:57:36 -03:00
Shivam Mishra
1a2e6dc4ee
feat: integrate LeadSquared CRM (#11284) 2025-04-29 09:14:00 +05:30
gabrieljablonski
540f67aef6 Merge branch 'fazer-ai/main' into chore/merge-upstream 2025-04-25 16:57:00 -03:00
Cayo P. R. Oliveira
8fc14186e0
feat: process Baileys attachments, fix contact name creation, and handle unsupported messages (#26)
* fix: return not_found status for missing messages in WhatsApp webhook

* feat: enhance message handling to support image attachments

* chore: Handle incoming whatsapp baileys service attachments and implement specs for images and videos

* fix: add file_content_type method to incoming baileys messages

* chore: specs for stickers, audio and files

* fix: handle media attachment errors

* chore: convert file_content_type to string when attaching media

* fix: add handling for attachment not found error in incoming message service

* chore: refactor file_content_type method and simplify filename method

* chore: update media attachment tests

* feat: baileys unsupported message alert (#27)

* feat: create alert message for unsupported message types

* chore: fail message when try send not supported type in baileys

* chore: add tests for unsupported message handling in Baileys service

* chore: correct spelling

* chore: NIT in spec name

* chore: remove unnecessary message reload in unsupported message type test

* feat: baileys support to send attachments (#28)

* feat: enhance message sending logic with support for attachments and interactive messages

* fix: update message format to use messageContent for text messages

* feat: attachment message sending

* fix: use strict encoding for attachment file download

* chore: streamline message sending logic and remove unused error classes

* chore: remove type from message sending logic

* chore: update message sending specs

* chore: raise MessageNotSentError instead of updating message status to failed

* chore: change baileys contact name preferences (#30)

* refactor: improve contact name handling and extraction from JID

* test: enhance message handling to update contact names based on pushName and verifiedBizName

* chore: update contact name condition to match phone number from JID

* chore: correct method name typo

* chore: correct variable names for phone number consistency in tests

* chore: update message payload structure and improve error handling in send_message

* test: re-add testing for error handling

* feat: enhance contact name handling and add self-message detection

* fix: ensure presence check for verified business name in contact name retrieval

* test: improve specs

---------

Co-authored-by: gabrieljablonski <contact@gabrieljablonski.com>

---------

Co-authored-by: gabrieljablonski <contact@gabrieljablonski.com>
Co-authored-by: Gabriel Jablonski <gabriel@fazer.ai>

---------

Co-authored-by: gabrieljablonski <contact@gabrieljablonski.com>
Co-authored-by: Gabriel Jablonski <gabriel@fazer.ai>

* fix: try to disconnect baileys before destroy inbox (#29)

* fix: ensure proper disconnection of Baileys provider on channel destruction

* test: add callback tests for disconnecting channel provider in Whatsapp spec

* refactor: simplify condition for disconnecting Baileys provider on channel destruction

* refactor: enhance disconnect_channel_provider specs for Baileys provider

* test: verify channel destruction does not call disconnect_channel_provider

---------

Co-authored-by: gabrieljablonski <contact@gabrieljablonski.com>

---------

Co-authored-by: gabrieljablonski <contact@gabrieljablonski.com>
Co-authored-by: Gabriel Jablonski <gabriel@fazer.ai>
2025-04-25 16:39:17 -03:00
Sojan Jose
630826baed
feat: Implement UI for Agent Bots in settings and remove CSML support (#11276)
- Add agent bots management UI in settings with avatar upload
- Enable agent bot configuration for all inbox types
- Implement proper CRUD operations with webhook URL support
- Fix agent bots menu item visibility in settings sidebar
- Remove all CSML-related code and features
- Add migration to convert existing CSML bots to webhook bots
- Simplify agent bot model and services to focus on webhook bots
- Improve UI to differentiate between system bots and account bots

## Video 





https://github.com/user-attachments/assets/3f4edbb7-b758-468c-8dd6-a9537b983f7d

---------

Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
2025-04-16 18:02:49 +05:30
Muhsin Keloth
e0097ab102
chore: Centralize outgoing message reply restrictions for all the channels (#11279) 2025-04-12 08:52:12 +05:30
Gabriel Jablonski
65430e4633
Merge branch 'fazer-ai/main' into chore/merge-upstream 2025-04-09 19:22:12 -03:00
Muhsin Keloth
d827e66453
feat: Instagram Inbox using Instagram Business Login (#11054)
This PR introduces basic minimum version of **Instagram Business
Login**, making Instagram inbox setup more straightforward by removing
the Facebook Page dependency. This update enhances user experience and
aligns with Meta’s recommended best practices.

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


## Why Introduce Instagram as a Separate Inbox?


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

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

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

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

---

## Implementation Plan

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

### Changes & Considerations

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

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


---

## Instagram Login Flow

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

---

## How to Test the Instagram Inbox

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


## Troubleshooting & Common Errors

### Insufficient Developer Role Error

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

### API Access Deactivated

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

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

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


## To-Do List

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

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2025-04-08 10:47:41 +05:30
Gabriel Jablonski
659c3e7c2f chore: apply Rails/SaveBang cop (#15)
* chore: apply Rails/SaveBang cop

* fix: correct locale validation in category model spec

* fix: update save methods to avoid Rails/SaveBang cop violations
2025-04-03 23:29:24 -03:00
Cayo P. R. Oliveira
acd1e56a28 feat: baileys provider for whatsapp (#7)
* feat: baileys provider and placeholder for link device modal

* chore: drop qrcode.vue in favor of just img tag

* chore: update modal props

* feat: setup channel provider connection

* chore: update .env.example with Baileys API default configuration

* feat: add support for Baileys provider in WhatsApp events processing

* chore: rename Baileys API default host variable to DEFAULT_BAILEYS_URL

* feat: add setup and disconnect methods for Baileys channel provider in inboxes controller that will be implemented

* feat: add CHANNEL_CONNECTION_UPDATE event and include it in broadcast data preparation

* refactor: simplify channel retrieval logic in WhatsappEventsJob

* refactor: revert CHANNEL_UPDATE_EVENTS constant from ActionCableBroadcastJob

* feat: add 'baileys' as a provider option in Whatsapp channel model

* feat: add provider_connection field to Whatsapp channel model and migration

* refactor: remove unnecessary  CHANNEL_CONNECTION_UPDATE event type

* feat: implement channel provider connection with baileys API

* feat: add inbox association to Whatsapp channel model and update webhook URL handling

* feat: enhance Baileys service to handle webhook multiple event types

* refactor: simplify webhook verification logic in Baileys service

* feat: add setup channel provider call, and refactor some logic

* chore: adapt logic to new API

* refactor: fix typo

* refactor: fix import

* refactor: fix typo

* chore: add fixme comment about race condition

* fix: remove double disconnect call

* feat: implement message processing for incoming WhatsApp messages

* refactor: streamline message type determination and improve readability

* chore: increase cache key granularity

provider connection info might be updated multiple times within 1 second, so updates might be lost due to cache key not being updated. changing cache key to milliseconds solves this

* feat: add `is-loading` to buttons

* feat: update send_message method to use 'to' parameter and improve error handling

* refactor: simplify test setup and update API key in specs

* chore: add setup and disconnect channel provider specs

* test: fix spec after increase cache key granularity

* feat: handle reconnecting state on modal

* style: centered error text

* feat: advanced options on create inbox

* feat: handle new reconnecting on backend

* refactor: update inbox controller specs and leave a FIXME note

* test: add specs for Whatsapp::IncomingMessageBaileysService

* feat: add baileys configuration page

* feat: link device button when disconnected on conversation

* chore: refactor .env.example

* feat: add TODO for unimplemented methods in IncomingMessageBaileysService

* fix: correct method name and update environment variable references in WhatsappBaileysService

* refactor: simplify channel lookup by removing redundant method and handling phone number check directly

* chore: add TODO for unimplemented event processing methods in IncomingMessageBaileysService

* fix: update environment variable references in WhatsappBaileysService tests

* chore(webhook): add pt-BR translations

* chore: add pt-br translations

* chore: inboxname component margin

* refactor: inboxname computed prop

* feat: enhance WhatsApp provider connection handling and message processing

* test: inbox controller

* chore: improve baileys connection and messages handling

* test: incoming message service baileys

* refactor: update provider config validation and improve test setup for WhatsApp Baileys service

* fix: ensure only text messages are sent and update message source ID

* fix: create message

* fix: only update message on success

* test: fix broken specs

* chore: raise error on unsupported message content type

* feat: hide provider connection data from non-admins

* fix: update advanced options

* chore: move class definition

* fix: issue with send_message not returning id

---------

Co-authored-by: gabrieljablonski <contact@gabrieljablonski.com>
2025-04-03 23:28:38 -03:00
Gabriel Jablonski
52a55827c3 chore: lint files (#2)
* chore: lint files

* chore: suppress warning

* chore: disable suggest extensions

* chore: do not stage changes in pre-commit

* chore: remove git add from FE lint and `-a` flag from rubocop on husky
2025-04-03 23:28:38 -03:00
Cayo P. R. Oliveira
f6bdc40c24 feat: add name to webhook (#4)
* feat(migration): add name column to webhook table

* feat(webhooks): add name parameter to webhook params

* feat(webhooks): add example webhook name constant and input field to form

* fix(webhooks): add webhook name label and placeholder to multiple locales in the form

* feat(webhooks): display webhook name in the UI and include it in the API response

* Revert 'fix(webhooks): add webhook name label and placeholder to multiple locales in the form'

This reverts commit e547778a1c038c934e22ceb25935f541cb09e2cd.

* test(webhooks): add tests for creating and updating webhooks with name attribute

* chore(webhooks): add name property to webhook definitions in Swagger documentation

* chore(webhooks): remove unnecessary input touch event for webhook name field

* chore(webhooks): apply review changes requested

* chore(webhooks): revert auto lint changes in commit 18ec4cafeb72fd385b70f65f1873d7cfb65216a6
2025-04-03 23:28:38 -03:00
Sojan Jose
1a78a9243f
chore: Clean up report & knowledge base policies (#11234)
- Removes the portal_members table and all associated records
- Updates policies to use custom roles with knowledge_base_manage
permission
- Updates controllers, models, and views to work without portal
membership
- Adds tests for the new permission model
2025-04-03 16:00:32 -07:00
Muhsin Keloth
246deab684
feat: Instagram reauthorization (#11221)
This PR is part of https://github.com/chatwoot/chatwoot/pull/11054 to
make the review cycle easier.
2025-04-03 14:30:48 +05:30
Muhsin Keloth
7a24672b66
feat: Added the ability to create Instagram channel (#11182)
This PR is part of https://github.com/chatwoot/chatwoot/pull/11054 to
make the review cycle easier.
2025-04-03 13:57:14 +05:30
Pranjal Kushwaha
0dc2af3c78
feat: Ability to delete account for administrators (#1874)
## Description

Add account delete option in the user account settings.

Fixes #1555 

## Type of change

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


![image](https://user-images.githubusercontent.com/40784971/110349673-edcc5200-8058-11eb-8ded-a31d15aa0759.png)

![image](https://user-images.githubusercontent.com/40784971/110349778-0c324d80-8059-11eb-9291-abfbffedde5e.png)


## Checklist:

- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my own 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: Sojan Jose <sojan@pepalo.com>
Co-authored-by: Sojan Jose <sojan.official@gmail.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-04-03 10:41:39 +05:30
Pranav
8bf2081aff
feat: Add webhook event support for macros (#11235)
Fixes https://github.com/chatwoot/chatwoot/issues/5968

We will not support custom payload in V1.
2025-04-02 20:26:55 -07:00
Sivin Varghese
c35edc9c49
chore(i18n): Improvements in automation and macros (#11231)
# Pull Request Template

## Description

This PR includes,
1. **Sort Accounts List** – Orders the accounts list alphabetically for
better organization.
2. **Add Missing Translations in Automation** – Includes missing
translations for actions, events, and conditions dropdown.
3. **Fix Missing Translation in Macros** – Adds missing translations in
the macros action select dropdown.
4. Translate "Automation System" Username – Ensures the "Automation
System" username is properly translated.

Fixes: https://linear.app/chatwoot/issue/CW-4198/issues-[converso]

## Type of change

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


## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
2025-04-02 15:48:42 -07:00
Vishnu Narayanan
0175714d65
feat: add job to remove stale contacts and contact_inboxes (#11186)
- Add a job to remove stale contacts and contact_inboxes across all accounts

Stale anonymous contact is defined as 
- have no identification (email, phone_number, and identifier are NULL)
- have no conversations
- are older than 30 days

---------

Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2025-03-28 12:18:39 +05:30
Muhsin Keloth
d9450fde4a
feat: Added Instagram channel migration (#11181)
This PR is part of https://github.com/chatwoot/chatwoot/pull/11054 to
make the review cycle easier.
2025-03-26 11:12:32 +05:30