ebed1caeb4
601 Commits
| Author | SHA1 | Message | Date | |
|---|---|---|---|---|
Rodrigo Borba
|
87bff8126c |
feat(captain): add AI reports page with insights generation
Implementa a página Relatórios IA com geração de análises semanais por IA baseadas nas conversas de cada unidade/caixa de entrada. Funcionalidades: - Página /settings/captain/reports com dois tabs (Insights IA / Operacional) - Botão "Gerar Análise" que enfileira job Sidekiq - Filtro por unidade ou caixa de entrada - Exibe insights com status (pendente/processando/concluído/falhou) - Mostra top_topics, ai_failures e period_summary - Estado vazio com CTA para gerar primeiro relatório Backend: - InsightsController com endpoints index/show/generate - GenerateInsightsJob que processa conversas com LLM - ConversationInsightService com chunking e merge inteligente - Migração para adicionar inbox_id à tabela captain_conversation_insights - Link sidebar "Relatórios IA" em /settings/captain/reports Frontend: - Vuex store captainReports com actions/mutations/getters - API client CaptainReportsAPI (getInsights, generateInsight) - i18n en e pt_BR para CAPTAIN_REPORTS.* Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> |
||
|
Rodrigo Borba
|
972fc5c67b |
feat(captain): improve suite photo search accuracy with AI guidance
Melhorias na ferramenta send_suite_images para resolver confusão entre categoria e número de suíte: 1. **Descrições de parâmetros mais claras** - suite_category: exemplos específicos (Hidromassagem, ALEXA, STILO) - suite_number: apenas números (101, 102, 103) - remove exemplos confusos 2. **Instruções explícitas no system prompt** - Seção [Galeria de Fotos] com regras claras - Prioriza suite_category quando ambíguo - Evita confirmações desnecessárias com cliente 3. **Mensagens de erro melhoradas** - Sugere buscar por categoria quando busca por número falha - Feedback mais útil para a IA Resultado esperado: - Cliente: "Me manda foto da suite Alexa" - IA: busca por suite_category="Alexa" ✓ (sem pedir confirmação) Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com> |
||
|
Rodrigo Borba
|
c022f4ce5d | feat(units): allow one Pix unit to link to multiple inboxes (N:N) | ||
|
Rodrigo Borba
|
ccc1bdf35f | Fix Wuzapi webhook handling | ||
|
Rodrigo Borba
|
14dbc0f423 | Adicionar aba faturamento em Reserv | ||
|
Rodrigo Borba
|
0e7dc282c4 | chore(style): fix rubocop offenses and update typing indicators | ||
|
Gabriel Jablonski
|
bce4e9b3a7
|
fix: clear source_id when retrying message to prevent skipping (#222)
* fix: clear source_id when retrying message to prevent skipping * fix: validate message status and type before retrying to ensure proper handling |
||
|
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 |
||
|
gabrieljablonski
|
9a4c5058f3 | Merge branch 'main' into chore/merge-upstream-4.11.0 | ||
|
Vishnu Narayanan
|
00ed074d72
|
fix: disable email transcript for free plans (#13509)
- Block email transcript functionality for accounts without a paid plan to prevent SES abuse. |
||
|
Gabriel Jablonski
|
3c47ea3d43
|
fix: prevent deletion of scheduled messages that have been sent or failed (#212)
* fix: prevent deletion of scheduled messages that have been sent or failed * fix: update error message for deletion of processed scheduled messages |
||
|
Muhsin Keloth
|
8eaea7c72e
|
feat: Add standalone outgoing messages count API endpoint (#13419)
This PR adds a new standalone `GET /api/v2/accounts/:id/reports/outgoing_messages_count` endpoint that returns outgoing message counts grouped by agent, team, inbox, or label. |
||
|
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 | |
||
|
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
|
5ec77aca64
|
feat: Add first response time distribution report endpoint (#13400)
The index is already added in production.
Adds a new reporting API that returns conversation counts grouped by
channel type and first response time buckets (0-1h, 1-4h, 4-8h, 8-24h,
24h+).
- GET /api/v2/accounts/:id/reports/first_response_time_distribution
- Uses SQL aggregation to handle large datasets efficiently
- Adds composite index on reporting_events for query performance
Tested on production workload.
Request: GET
`/api/v2/accounts/1/reports/first_response_time_distribution?since=<since>&until=<until>`
Response payload:
```
{
"Channel::WebWidget": {
"0-1h": 120,
"1-4h": 85,
"4-8h": 32,
"8-24h": 12,
"24h+": 3
},
"Channel::Email": {
"0-1h": 12,
"1-4h": 28,
"4-8h": 45,
"8-24h": 35,
"24h+": 10
},
"Channel::FacebookPage": {
"0-1h": 50,
"1-4h": 30,
"4-8h": 15,
"8-24h": 8,
"24h+": 2
}
}
```
---------
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
|
||
|
Muhsin Keloth
|
6f45af605c
|
feat: Add inbox-label matrix report endpoint (#13394)
This PR added new API endpoint GET /api/v2/accounts/:account_id/reports/inbox_label_matrix that returns conversation counts grouped by inbox and label in a matrix format. Supports optional filtering by date range, inbox_ids, and label_ids. --------- Co-authored-by: Pranav <pranav@chatwoot.com> |
||
|
Pranav
|
7cddba2b08
|
feat: Add infinite scroll to contacts search page (#13376)
## Summary - Add `has_more` to contacts search API response to enable infinite scroll without expensive count queries - Set `count` to the number of items in the current page instead of total count - Implement "Load more" button for contacts search results - Keep existing contacts visible while loading additional pages ## Changes ### Backend - Add `fetch_contacts_with_has_more` method that fetches N+1 records to determine if more pages exist - Return `has_more` in search endpoint meta response - Set `count` to current page size instead of total count ### Frontend - Add `APPEND_CONTACTS` mutation for appending contacts without clearing existing ones - Update search action to support `append` parameter - Add `ContactsLoadMore` component with loading state - Update `ContactsListLayout` to support infinite scroll mode - Update `ContactsIndex` to use infinite scroll for search view |
||
|
Muhsin Keloth
|
04b2901e1f
|
feat: Conversation workflows(EE) (#13040)
We are expanding Chatwoot’s automation capabilities by introducing **Conversation Workflows**, a dedicated section in settings where teams can configure rules that govern how conversations are closed and what information agents must fill before resolving. This feature helps teams enforce data consistency, collect structured resolution information, and ensure downstream reporting is accurate. Instead of having auto‑resolution buried inside Account Settings, we introduced a new sidebar item: - Auto‑resolve conversations (existing behaviour) - Required attributes on resolution (new) This groups all conversation‑closing logic into a single place. #### Required Attributes on Resolve Admins can now pick which custom conversation attributes must be filled before an agent can resolve a conversation. **How it works** - Admin selects one or more attributes from the list of existing conversation level custom attributes. - These selected attributes become mandatory during resolution. - List all the attributes configured via Required Attributes (Text, Number, Link, Date, List, Checkbox) - When an agent clicks Resolve Conversation: If attributes already have values → the conversation resolves normally. If attributes are missing → a modal appears prompting the agent to fill them. <img width="1554" height="1282" alt="CleanShot 2025-12-10 at 11 42 23@2x" src="https://github.com/user-attachments/assets/4cd5d6e1-abe8-4999-accd-d4a08913b373" /> #### Custom Attributes Integration On the Custom Attributes page, we will surfaced indicators showing how each attribute is being used. Each attribute will show badges such as: - Resolution → used in the required‑on‑resolve workflow - Pre‑chat form → already existing <img width="2390" height="1822" alt="CleanShot 2025-12-10 at 11 43 42@2x" src="https://github.com/user-attachments/assets/b92a6eb7-7f6c-40e6-bf23-6a5310f2d9c5" /> #### Admin Flow - Navigate to Settings → Conversation Workflows. - Under Required attributes on resolve, click Add Required Attribute. - Pick from the dropdown list of conversation attributes. - Save changes. Agents will now be prompted automatically whenever they resolve. <img width="2434" height="872" alt="CleanShot 2025-12-10 at 11 44 42@2x" src="https://github.com/user-attachments/assets/632fc0e5-767c-4a1c-8cf4-ffe3d058d319" /> #### NOTES - The Required Attributes on Resolve modal should only appear when values are missing. - Required attributes must block the resolution action until satisfied. - Bulk‑resolve actions should follow the same rules — any conversation missing attributes cannot be bulk‑resolved, rest will be resolved, show a notification that the resolution cannot be done. - API resolution does not respect the attributes. --------- Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com> Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com> Co-authored-by: iamsivin <iamsivin@gmail.com> Co-authored-by: Pranav <pranav@chatwoot.com> |
||
|
Gabriel Jablonski
|
0de6001b97
|
feat: add message editing functionality with UI support (#195)
* feat: add message editing functionality with UI support * feat: enhance message editing with content length validation and context menu adjustments |
||
|
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 |
||
|
Pranav
|
ad2329c237
|
perf(conversations): throttle agent_last_seen_at updates to reduce DB load (#13355)
High-traffic accounts generate excessive database writes due to agents frequently switching between conversations. The update_last_seen endpoint was being called every time an agent loaded a conversation, resulting in unnecessary updates to agent_last_seen_at and assignee_last_seen_at even when there were no new messages to mark as read. #### Solution Implemented throttling for the update_last_seen endpoint: **Unread messages present:** - Updates immediately without throttling to maintain accurate read/unread state - Uses assignee_unread_messages for assignees, unread_messages for other agents **No unread messages:** - Throttles updates to once per hour per conversation - Checks if agent_last_seen_at is older than 1 hour before updating - For assignees, checks both agent_last_seen_at AND assignee_last_seen_at - updates if either timestamp is old - Skips DB write if all relevant timestamps were updated within the last hour - Consolidated two separate update_column calls into a single update_columns call to reduce DB queries |
||
|
Vishnu Narayanan
|
964d2f8544
|
perf: use account.contacts directly in search to reduce DB load (#12956)
- Use resolved contacts instead of accounts.contacts for search --------- Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com> Co-authored-by: Pranav <pranavrajs@gmail.com> |
||
|
gabrieljablonski
|
6ab1898992 | Merge branch 'main' into chore/merge-upstream-4.10 | ||
|
Pranav
|
a8b302d4cd
|
feat(ee): Review Notes for CSAT Reports (#13289)
CSAT scores are helpful, but on their own they rarely tell the full story. A drop in rating can come from delayed timelines, unclear expectations, or simple misunderstandings, even when the issue itself was handled correctly. Review Notes for CSAT let admins/report manager roles add internal-only context next to each CSAT response. This makes it easier to interpret scores properly and focus on patterns and root causes, not just numbers. <img width="2170" height="1680" alt="image" src="https://github.com/user-attachments/assets/56df7fab-d0a7-4a94-95b9-e4c459ad33d5" /> ### Why this matters * Capture the real context behind individual CSAT ratings * Clarify whether a low score points to a genuine service issue or a process gap * Spot recurring themes across conversations and teams * Make CSAT reviews more useful for leadership reviews and retrospectives ### How Review Notes work **View CSAT responses** Open the CSAT report to see overall metrics, rating distribution, and individual responses. **Add a Review Note** For any CSAT entry, managers can add a Review Note directly below the customer’s feedback. **Document internal insights** Use Review Notes to capture things like: * Why a score was lower or higher than expected * Patterns you are seeing across similar cases * Observations around communication, timelines, or customer expectations Review Notes are visible only to administrators and people with report access only. We may expand visibility to agents in the future based on feedback. However, customers never see them. Each note clearly shows who added it and when, making it easy to review context and changes over time. |
||
|
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> |
||
|
Sivin Varghese
|
821a5b85c2
|
feat: Add conversations summary CSV export (#13110)
# Pull Request Template ## Description This PR adds support for exporting conversation summary reports as CSV. Previously, the Conversations report incorrectly showed an option to download agent reports; this has now been fixed to export conversation-level data instead. Fixes https://linear.app/chatwoot/issue/CW-6176/conversation-reports-export-button-exports-agent-reports-instead ## Type of change - [x] Bug fix (non-breaking change which fixes an issue) - [x] New feature (non-breaking change which adds functionality) ## How Has This Been Tested? ### Screenshot <img width="1859" height="1154" alt="image" src="https://github.com/user-attachments/assets/419d26f4-fda9-4782-aea6-55ffad0c37ab" /> ## Checklist: - [x] My code follows the style guidelines of this project - [x] I have performed a self-review of my code - [ ] I have commented on my code, particularly in hard-to-understand areas - [ ] I have made corresponding changes to the documentation - [x] My changes generate no new warnings - [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: Muhsin Keloth <muhsinkeramam@gmail.com> |
||
|
Pranav
|
0917e1a646
|
feat: Add an API to support querying metrics by ChannelType (#13255)
This API gives you how many conversations exist per channel, broken down
by status in a given time period. The max time period is capped to 6
months for now.
**Input Params:**
- **since:** Unix timestamp (seconds) - start of date range
- **until:** Unix timestamp (seconds) - end of date range
**Response Payload:**
```json
{
"Channel::Sms": {
"resolved": 85,
"snoozed": 10,
"open": 5,
"pending": 5,
"total": 100
},
"Channel::Email": {
"resolved": 72,
"snoozed": 15,
"open": 13,
"pending": 13,
"total": 100
},
"Channel::WebWidget": {
"resolved": 90,
"snoozed": 7,
"open": 3,
"pending": 3,
"total": 100
}
}
```
**Definitons:**
resolved = Number of conversations created within the selected time
period that are currently marked as resolved.
snoozed = Number of conversations created within the selected time
period that are currently marked as snoozed.
pending = Number of conversations created within the selected time
period that are currently marked as pending.
open = Number of conversations created within the selected time period
that are currently open.
total = Total number of conversations created within the selected time
period, across all statuses.
|
||
|
Shivam Mishra
|
34b42a1ce1
|
feat: add global config for captain settings (#13141)
Co-authored-by: aakashb95 <aakashbakhle@gmail.com> Co-authored-by: Aakash Bakhle <48802744+aakashb95@users.noreply.github.com> |
||
|
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>
|
||
|
Gabriel Jablonski
|
a27737e91c
|
feat: allow updating attachment metadata (#172)
* feat: allow updating attachment metadata * feat: allow updating attachment metadata * feat: add tests for handling requests without meta parameter and empty meta parameter |
||
|
gabrieljablonski
|
6d9a344186 | chore: fix linting | ||
|
gabrieljablonski
|
549214e96d | Merge branch main into chore/merge-upstream | ||
|
Pranav
|
2adc040a8f
|
fix: Validate blob before attaching it to a record (#13115)
Previously, attachments relied only on blob_id, which made it possible to attach blobs across accounts by enumerating IDs. We now require both blob_id and blob_key, add cross-account validation to prevent blob reuse, and centralize the logic in a shared BlobOwnershipValidation concern. It also fixes a frontend bug where mixed-type action params (number + string) were incorrectly dropped, causing attachment uploads to fail. |
||
|
Pranav
|
86da3f7c06
|
fix: Remove account_id from params since it is not used (#13116)
account_id was permitted in strong parameters, allowing authenticated admins to transfer resources (Portals, Automation Rules, Macros) to arbitrary accounts. Fix: Removed account_id from permitted params in 4 controllers: - portals_controller.rb - automation_rules_controller.rb - macros_controller.rb - twilio_channels_controller.rb |
||
|
Mazen Khalil
|
ca5e112a8c
|
feat: TikTok channel (#12741)
fixes: #11834 This pull request introduces TikTok channel integration, enabling users to connect and manage TikTok business accounts similarly to other supported social channels. The changes span backend API endpoints, authentication helpers, webhook handling, configuration, and frontend components to support TikTok as a first-class channel. **Key Notes** * This integration is only compatible with TikTok Business Accounts * Special permissions are required to access the TikTok [Business Messaging API](https://business-api.tiktok.com/portal/docs?id=1832183871604753). * The Business Messaging API is region-restricted and is currently unavailable to users in the EU. * Only TEXT, IMAGE, and POST_SHARE messages are currently supported due to limitations in the TikTok Business Messaging API * A message will be successfully sent only if it contains text alone or one image attachment. Messages with multiple attachments or those combining text and attachments will fail and receive a descriptive error status. * Messages sent directly from the TikTok App will be synced into the system * Initiating a new conversation from the system is not permitted due to limitations from the TikTok Business Messaging API. **Backend: TikTok Channel Integration** * Added `Api::V1::Accounts::Tiktok::AuthorizationsController` to handle TikTok OAuth authorization initiation, returning the TikTok authorization URL. * Implemented `Tiktok::CallbacksController` to handle TikTok OAuth callback, process authorization results, create or update channel/inbox, and handle errors or denied scopes. * Added `Webhooks::TiktokController` to receive and verify TikTok webhook events, including signature verification and event dispatching. * Created `Tiktok::IntegrationHelper` module for JWT-based token generation and verification for secure TikTok OAuth state management. **Configuration and Feature Flags** * Added TikTok app credentials (`TIKTOK_APP_ID`, `TIKTOK_APP_SECRET`) to allowed configs and app config, and registered TikTok as a feature in the super admin features YAML. [[1]](diffhunk://#diff-5e46e1d248631a1147521477d84a54f8ba6846ea21c61eca5f70042d960467f4R43) [[2]](diffhunk://#diff-8bf37a019cab1dedea458c437bd93e34af1d6e22b1672b1d43ef6eaa4dcb7732R69) [[3]](diffhunk://#diff-123164bea29f3c096b0d018702b090d5ae670760c729141bd4169a36f5f5c1caR74-R79) **Frontend: TikTok Channel UI and Messaging Support** * Added `TiktokChannel` API client for frontend TikTok authorization requests. * Updated channel icon mappings and tests to include TikTok (`Channel::Tiktok`). [[1]](diffhunk://#diff-b852739ed45def61218d581d0de1ba73f213f55570aa5eec52aaa08f380d0e16R16) [[2]](diffhunk://#diff-3cd3ae32e94ef85f1f2c4435abf0775cc0614fb37ee25d97945cd51573ef199eR64-R69) * Enabled TikTok as a supported channel in contact forms, channel widgets, and feature toggles. [[1]](diffhunk://#diff-ec59c85e1403aaed1a7de35971fe16b7033d5cd763be590903ebf8f1ca25a010R47) [[2]](diffhunk://#diff-ec59c85e1403aaed1a7de35971fe16b7033d5cd763be590903ebf8f1ca25a010R69) [[3]](diffhunk://#diff-725b90ca7e3a6837ec8291e9f57094f6a46b3ee00e598d16564f77f32cf354b0R26-R29) [[4]](diffhunk://#diff-725b90ca7e3a6837ec8291e9f57094f6a46b3ee00e598d16564f77f32cf354b0R51-R54) [[5]](diffhunk://#diff-725b90ca7e3a6837ec8291e9f57094f6a46b3ee00e598d16564f77f32cf354b0R68) * Updated message meta logic to support TikTok-specific message statuses (sent, delivered, read). [[1]](diffhunk://#diff-e41239cf8dda36c1bd1066dbb17588ae8868e56289072c74b3a6d7ef5abdd696R23) [[2]](diffhunk://#diff-e41239cf8dda36c1bd1066dbb17588ae8868e56289072c74b3a6d7ef5abdd696L63-R65) [[3]](diffhunk://#diff-e41239cf8dda36c1bd1066dbb17588ae8868e56289072c74b3a6d7ef5abdd696L81-R84) [[4]](diffhunk://#diff-e41239cf8dda36c1bd1066dbb17588ae8868e56289072c74b3a6d7ef5abdd696L103-R107) * Added support for embedded message attachments (e.g., TikTok embeds) with a new `EmbedBubble` component and updated message rendering logic. [[1]](diffhunk://#diff-c3d701caf27d9c31e200c6143c11a11b9d8826f78aa2ce5aa107470e6fdb9d7fR31) [[2]](diffhunk://#diff-047859f9368a46d6d20177df7d6d623768488ecc38a5b1e284f958fad49add68R1-R19) [[3]](diffhunk://#diff-c3d701caf27d9c31e200c6143c11a11b9d8826f78aa2ce5aa107470e6fdb9d7fR316) [[4]](diffhunk://#diff-cbc85e7c4c8d56f2a847d0b01cd48ef36e5f87b43023bff0520fdfc707283085R52) * Adjusted reply policy and UI messaging for TikTok's 48-hour reply window. [[1]](diffhunk://#diff-0d691f6a983bd89502f91253ecf22e871314545d1e3d3b106fbfc76bf6d8e1c7R208-R210) [[2]](diffhunk://#diff-0d691f6a983bd89502f91253ecf22e871314545d1e3d3b106fbfc76bf6d8e1c7R224-R226) These changes collectively enable end-to-end TikTok channel support, from configuration and OAuth flow to webhook processing and frontend message handling. ------------ # TikTok App Setup & Configuration 1. Grant access to the Business Messaging API ([Documentation](https://business-api.tiktok.com/portal/docs?id=1832184145137922)) 2. Set the app authorization redirect URL to `https://FRONTEND_URL/tiktok/callback` 3. Update the installation config with TikTok App ID and Secret 4. Create a Business Messaging Webhook configuration and set the callback url to `https://FRONTEND_URL/webhooks/tiktok` ([Documentation](https://business-api.tiktok.com/portal/docs?id=1832190670631937)) . You can do this by calling `Tiktok::AuthClient.update_webhook_callback` from rails console once you finish Tiktok channel configuration in super admin ( will be automated in future ) 5. Enable TikTok channel feature in an account --------- Co-authored-by: Sojan Jose <sojan@pepalo.com> Co-authored-by: iamsivin <iamsivin@gmail.com> |
||
|
Muhsin Keloth
|
0d490640f2
|
feat: Conversation workflow backend changes (#13070)
Extracted the backend changes from https://github.com/chatwoot/chatwoot/pull/13040 - Added the support for saving `conversation_required_attributes` in account - Delete `conversation_required_attributes` if custom attribute deleted. Co-authored-by: Vinay Keerthi <11478411+stonecharioteer@users.noreply.github.com> |
||
|
Pranav
|
bb8bafe3dc
|
feat(ce): Add Year in review feature (#13078)
<img width="1502" height="813" alt="Screenshot 2025-12-15 at 5 01 57 PM" src="https://github.com/user-attachments/assets/ea721f00-403c-4adc-8410-5c0fa4ee4122" /> |
||
|
Muhsin Keloth
|
2bd8e76886
|
feat: Add backend changes for whatsapp csat template (#12984)
This PR add the backend changes for the feature [sending CSAT surveys via WhatsApp message templates ](https://github.com/chatwoot/chatwoot/pull/12787) --------- Co-authored-by: Vinay Keerthi <11478411+stonecharioteer@users.noreply.github.com> |
||
|
Gabriel Jablonski
|
4cdbef2ce2
|
fix: toggle typing status edge cases (#151)
* fix: do not toggle typing status when typing private message * feat: toggle typing status off when sending message * Revert "fix: do not toggle typing status when typing private message" This reverts commit 3c74b7c5df0960be37c3e8726c2538ae8ebc4d60. * fix: ensure typing off event is triggered for all message types * fix: add success status expectation for typing off events in message controller specs * fix: ensure typing off event is dispatched correctly for both private and non-private messages |
||
|
Gabriel Jablonski
|
b03dfdb751
|
Chore/merge upstream 4.8.0 (#150)
* chore: Hide "Learn More" button in feature spotlight for self-hosted (#12675) * feat: single query for reporting event stats (#12664) This PR collapses multiple queries fetching stats from a single table to a single query ```sql SELECT user_id as user_id, COUNT(CASE WHEN name = 'conversation_resolved' THEN 1 END) as resolved_count, AVG(CASE WHEN name = 'conversation_resolved' THEN value END) as avg_resolution_time, AVG(CASE WHEN name = 'first_response' THEN value END) as avg_first_response_time, AVG(CASE WHEN name = 'reply_time' THEN value END) as avg_reply_time FROM "reporting_events" WHERE "reporting_events"."account_id" = <account_id> AND "reporting_events"."created_at" >= '2025-09-14 18:30:00' AND "reporting_events"."created_at" < '2025-10-14 18:29:59' GROUP BY "reporting_events"."user_id"; ``` ### Why this works? Here's why this optimization is faster based on PostgreSQL internals: - Single Table Scan vs Multiple Scans: Earlier we did 4 sequential scans (or 4 index scans) of the same data, with the same where clause, now in a single scan all 4 `CASE` expressions are evaluated in a single pass. - Shared Buffer Cache Efficiency: PostgreSQL's shared buffer cache stores recently accessed pages, with this, pages are loaded once and re-used for all aggregation, earlier with separate queries we were forced to re-read all from the disk each time - Reduced planning and network overhead (4 vs 1 query) ### How is it tested 1. The specs all pass without making any changes 2. Verified the reports side by side after generating from report seeder #### How to test Generate seed data using the following command ```bash ACCOUNT_ID=1 ENABLE_ACCOUNT_SEEDING=true bundle exec rake db:seed:reports_data ``` Once done download the reports, checkout to this branch and download the reports again and compare them * chore: Update translations (#12625) * chore: Migrate mailers from the worker to jobs (#12331) Previously, email replies were handled inside workers. There was no execution logs. This meant if emails silently failed (as reported by a customer), we had no way to trace where the issue happened, the only assumption was “no error = mail sent.” By moving email handling into jobs, we now have proper execution logs for each attempt. This makes it easier to debug delivery issues and would have better visibility when investigating customer reports. Fixes https://linear.app/chatwoot/issue/CW-5538/emails-are-not-sentdelivered-to-the-contact --------- Co-authored-by: Sojan Jose <sojan@pepalo.com> Co-authored-by: Shivam Mishra <scm.mymail@gmail.com> * chore(deps-dev): bump vite from 5.4.20 to 5.4.21 (#12700) Bumps [vite](https://github.com/vitejs/vite/tree/HEAD/packages/vite) from 5.4.20 to 5.4.21. <details> <summary>Release notes</summary> <p><em>Sourced from <a href="https://github.com/vitejs/vite/releases">vite's releases</a>.</em></p> <blockquote> <h2>v5.4.21</h2> <p>Please refer to <a href="https://github.com/vitejs/vite/blob/v5.4.21/packages/vite/CHANGELOG.md">CHANGELOG.md</a> for details.</p> </blockquote> </details> <details> <summary>Changelog</summary> <p><em>Sourced from <a href="https://github.com/vitejs/vite/blob/v5.4.21/packages/vite/CHANGELOG.md">vite's changelog</a>.</em></p> <blockquote> <h2><!-- raw HTML omitted -->5.4.21 (2025-10-20)<!-- raw HTML omitted --></h2> <ul> <li>fix(dev): trim trailing slash before <code>server.fs.deny</code> check (<a href="https://github.com/vitejs/vite/tree/HEAD/packages/vite/issues/20968">#20968</a>) (<a href="https://github.com/vitejs/vite/tree/HEAD/packages/vite/issues/20970">#20970</a>) (<a href=" |
||
|
Gabriel Jablonski
|
7f0748460e
|
feat: dashboard apps on sidebar (#146)
* feat: dashboard apps on sidebar * fix: handle dashboard app not found * chore: minor refactoring |
||
|
Sojan Jose
|
5f2b2f4221
|
feat: APIs to assign agents_bots as assignee in conversations (#12836)
## Summary - add an assignee_agent_bot_id column as an initital step to prototype this before fully switching to polymorphic assignee - update assignment APIs and conversation list / show endpoints to reflect assignee as agent bot - ensure webhook payloads contains agent bot assignee [Codex Task](https://chatgpt.com/codex/tasks/task_e_6912833377e48326b6641b9eee32d50f) --------- Co-authored-by: Pranav <pranav@chatwoot.com> |
||
|
Sojan Jose
|
bf806f0c28
|
feat: allow configuring attachment upload limit (#12835)
## Summary - add a configurable MAXIMUM_FILE_UPLOAD_SIZE installation setting and surface it through super admin and global config payloads - apply the configurable limit to attachment validations and shared upload helpers on dashboard and widget - introduce a reusable helper with unit tests for parsing the limit and extend attachment specs for configurability ------ [Codex Task](https://chatgpt.com/codex/tasks/task_e_6912644786b08326bc8dee9401af6d0a) --------- Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com> Co-authored-by: iamsivin <iamsivin@gmail.com> |
||
|
Gabriel Jablonski
|
bdcb1934c0
|
feat(webhooks): add name to webhook (#12641)
## Description When working with webhooks, it's easy to lose track of which URL is which. Adding a `name` (optional) column to the webhook model is a straight-forward solution to make it significantly easier to identify webhooks. ## Type of change - [x] New feature (non-breaking change which adds functionality) ## How Has This Been Tested? Model and controller specs, and also running in production over several months without any issues. | Before | After | | --- | --- | | <img width="949" height="990" alt="image copy 3" src="https://github.com/user-attachments/assets/6b33c072-7d16-4a9c-a129-f9c0751299f5" /> | <img width="806" height="941" alt="image" src="https://github.com/user-attachments/assets/77f3cb3a-2eb0-41ac-95bf-d02915589690" /> | | <img width="1231" height="650" alt="image copy 2" src="https://github.com/user-attachments/assets/583374af-96e0-4436-b026-4ce79b7f9321" /> | <img width="1252" height="650" alt="image copy" src="https://github.com/user-attachments/assets/aa81fb31-fd18-4e21-a40e-d8ab0dc76b4e" /> | ## 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 - [x] My changes generate no new warnings - [x] I have added tests that prove my fix is effective or that my feature works - [x] New and existing unit tests pass locally with my changes - [x] Any dependent changes have been merged and published in downstream modules |
||
|
Vinay Keerthi
|
f455e7994e
|
fix: respect status parameter when creating articles via API (#12846)
## Description The Articles API was ignoring the `status` parameter when creating new articles. All articles were forced to be drafts due to a hardcoded `@article.draft!` call in the controller, even when users explicitly sent `status: 1` (published) in their API request. This PR removes the hardcoded draft enforcement and allows the status parameter to be respected while maintaining backward compatibility. Fixes #12063 ## Type of change - [x] Bug fix (non-breaking change which fixes an issue) ## How Has This Been Tested? **Before:** - API POST with `status: 1` → Created as draft (ignored parameter) - API POST without status → Created as draft **After:** - API POST with `status: 1` → Created as published ✅ - API POST without status → Created as draft (backward compatible) ✅ - UI creates articles → Still creates as draft (UI doesn't send status) ✅ **Tests run:** ```bash bundle exec rspec spec/controllers/api/v1/accounts/articles_controller_spec.rb # 17 examples, 0 failures ``` Updated tests: 1. Changed 2 existing tests that were verifying the broken behavior (expecting draft when published was sent) 2. Added new test to verify articles default to draft when status is not provided 3. All existing tests pass, confirming backward compatibility ## Checklist: - [x] My code follows the style guidelines of this project - [x] I have performed a self-review of my code - [x] My changes generate no new warnings - [x] I have added tests that prove my fix is effective or that my feature works - [x] New and existing unit tests pass locally with my changes Co-authored-by: Sojan Jose <sojan@pepalo.com> |
||
|
Sojan Jose
|
f89d9a4401
|
feat: Bulk delete for contacts (#12778)
Introduces a new bulk action `delete` for contacts ref: https://github.com/chatwoot/chatwoot/pull/12763 ## Screens <img width="1492" height="973" alt="Screenshot 2025-10-31 at 6 27 21 PM" src="https://github.com/user-attachments/assets/30dab1bb-2c2c-4168-9800-44e0eb5f8e3a" /> <img width="1492" height="985" alt="Screenshot 2025-10-31 at 6 27 32 PM" src="https://github.com/user-attachments/assets/5be610c4-b19e-4614-a164-103b22337382" /> |
||
|
Sojan Jose
|
159c810117
|
feat: Bulk actions for contacts (#12763)
Introduces APIs and UI for bulk actions in contacts table. The initial action available will be assign labels Fixes: #8536 #12253 ## Screens <img width="1350" height="747" alt="Screenshot 2025-10-29 at 4 05 08 PM" src="https://github.com/user-attachments/assets/0792dff5-0371-4b2e-bdfb-cd32db773402" /> <img width="1345" height="717" alt="Screenshot 2025-10-29 at 4 05 19 PM" src="https://github.com/user-attachments/assets/ae510404-c6de-4c15-a720-f6d10cdac25b" /> --------- Co-authored-by: Muhsin <muhsinkeramam@gmail.com> Co-authored-by: iamsivin <iamsivin@gmail.com> Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com> |
||
|
Sojan Jose
|
9898ccee9e
|
chore: Enforce custom role permissions on conversation access (#12583)
## Summary - ensure conversation lookup uses the permission filter before fetching records - add request specs covering custom role access to unassigned conversations ## Testing - bundle exec rspec spec/enterprise/controllers/api/v1/accounts/conversations_controller_spec.rb ------ https://chatgpt.com/codex/tasks/task_e_68de1f62b9b883268a54882e608a8bb8 |