Fixes
https://linear.app/chatwoot/issue/CW-5692/whatsapp-es-numbers-stuck-in-pending-due-to-premature-registration
### Problem
Multiple customers reported that their WhatsApp numbers remain stuck in
**Pending** in WhatsApp Manager even after successful onboarding.
- Our system triggers a **registration call**
(`/<PHONE_NUMBER_ID>/register`) as soon as the number is OTP verified.
- In many cases, Meta hasn’t finished **display name
review/provisioning**, so the call fails with:
```
code: 100, error_subcode: 2388001
error_user_title: "Cannot Create Certificate"
error_user_msg: "Your display name could not be processed. Please edit
your display name and try again."
```
- This leaves the number stuck in Pending, no messaging can start until
we manually retry registration.
- Some customers have reported being stuck in this state for **7+
days**.
### Root cause
- We only check `code_verification_status = VERIFIED` before attempting
registration.
- We **don’t wait** for display name provisioning (`name_status` /
`platform_type`) to be complete.
- As a result, registration fails prematurely and the number never
transitions out of Pending.
### Solution
#### 1. Health Status Monitoring
- Build a backend service to fetch **real-time health data** from Graph
API:
- `code_verification_status`
- `name_status` / `display_name_status`
- `platform_type`
- `throughput.level`
- `messaging_limit_tier`
- `quality_rating`
- Expose health data via API
(`/api/v1/accounts/:account_id/inboxes/:id/health`).
- Display this in the UI as an **Account Health tab** with clear badges
and direct links to WhatsApp Manager.
#### 2. Smarter Registration Logic
- Update `WebhookSetupService` to include a **dual-condition check**:
- Register if:
1. Phone is **not verified**, OR
2. Phone is **verified but provisioning incomplete** (`platform_type =
NOT_APPLICABLE`, `throughput.level = NOT_APPLICABLE`).
- Skip registration if number is already provisioned.
- Retry registration automatically when stuck.
- Provide a UI banner with complete registration button so customers can
retry without manual support.
### Screenshot
<img width="2292" height="1344" alt="CleanShot 2025-09-30 at 16 01
03@2x"
src="https://github.com/user-attachments/assets/1c417d2a-b11c-475e-b092-3c5671ee59a7"
/>
---------
Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
## Linear:
- https://github.com/chatwoot/chatwoot/issues/486
## Description
This PR implements Multi-Factor Authentication (MFA) support for user
accounts, enhancing security by requiring a second form of verification
during login. The feature adds TOTP (Time-based One-Time Password)
authentication with QR code generation and backup codes for account
recovery.
## Type of change
- [ ] New feature (non-breaking change which adds functionality)
## How Has This Been Tested?
- Added comprehensive RSpec tests for MFA controller functionality
- Tested MFA setup flow with QR code generation
- Verified OTP validation and backup code generation
- Tested login flow with MFA enabled/disabled
## Checklist:
- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [ ] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
---------
Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
## Summary
- allow help center portals to clear their associated web widget
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
We recently introduced the WhatsApp Embedded Signup flow in Chatwoot to
simplify onboarding. However, we discovered two important limitations:
Some customers’ numbers are already linked to an Embedded Signup, which
blocks re-use. Tech providers cannot onboard their own numbers via
Embedded Signup.
As a result, we need to support both Manual and Embedded Signup flows to
cover all scenarios.
### Problem
- Current UI only offers the Embedded Signup option.
- Customers who need to reuse existing numbers (already connected to
WABA) or tech providers testing their own numbers get stuck.
- Manual flow exists but is no longer exposed in the UX
**Current Embedded Signup screen**
<img width="2564" height="1250" alt="CleanShot 2025-08-21 at 21 58
07@2x"
src="https://github.com/user-attachments/assets/c3de4cf1-cae6-4a0e-aa9c-5fa4e2249c0e"
/>
**Current Manual Setup screen**
<img width="2568" height="1422" alt="CleanShot 2025-08-21 at 22 00
25@2x"
src="https://github.com/user-attachments/assets/96408f97-3ffe-42d1-9019-a511e808f5ac"
/>
### Solution
- Design a dual-path UX in the Create WhatsApp Inbox step that:
- Offers Embedded Signup (default/recommended) for new numbers and
businesses.
- Offers Manual Setup for advanced users, existing linked numbers, and
tech providers.
<img width="2030" height="1376" alt="CleanShot 2025-09-01 at 14 13
16@2x"
src="https://github.com/user-attachments/assets/6f17e5a2-a2fd-40fb-826a-c9ee778be795"
/>
---------
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Added comprehensive Twilio WhatsApp content template support (Phase 1)
enabling text, media, and quick reply templates with proper parameter
conversion, sync capabilities.
**Template Types Supported**
- Basic Text Templates: Simple text with variables ({{1}}, {{2}})
- Media Templates: Image/Video/Document templates with text variables
- Quick Reply Templates: Interactive button templates
Front end changes is available via #12277
---------
Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
## Linear reference:
https://linear.app/chatwoot/issue/CW-4649/re-imagine-assignments
## Description
This PR introduces the foundation for Assignment V2 system by
implementing assignment policies and their association with inboxes.
Assignment policies allow configuring how conversations are distributed
among agents, with support for different assignment orders (round_robin
in community, balanced in enterprise) and conversation prioritization
strategies
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?
Test Coverage:
- Controller specs for assignment policies CRUD operations
- Enterprise-specific specs for balanced assignment order
- Model specs for community/enterprise separation
Manual Testing:
1. Create assignment policy: POST
/api/v1/accounts/{id}/assignment_policies
2. List policies: GET /api/v1/accounts/{id}/assignment_policies
3. Assign policy to inbox: POST
/api/v1/accounts/{id}/assignment_policies/{id}/inboxes
4. View inbox policy: GET
/api/v1/accounts/{id}/inboxes/{id}/assignment_policy
5. Verify community edition ignores "balanced" assignment order
6. Verify enterprise edition supports both "round_robin" and "balanced"
- testing the flows after enterprise folder deletion
## Checklist:
- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [ ] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
---------
Co-authored-by: Pranav <pranavrajs@gmail.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
# Pull Request Template
## Description
This PR includes:
1. Previously, the URL fields accepted any value starting with `https`.
Added proper URL validation to ensure valid URLs are entered.
2. Fixed an issue where form save errors displayed `[object Object]` in
the toast due to inconsistent error formatting from the backend.
Fixes https://linear.app/chatwoot/issue/CW-5389/help-center-bugs
## Type of change
- [x] Bug fix (non-breaking change which fixes an issue)
## How Has This Been Tested?
### Loom video
https://www.loom.com/share/63ddca2c5e2e45c99b66153ed146524f?sid=fd25331b-6b67-4722-9b36-1213496a0741
## Checklist:
- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
# 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
---------
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
# Pull Request Template
## Description
Fixes
[CW-4620](https://linear.app/chatwoot/issue/CW-4620/rethinking-custom-domains-in-chatwoot)
<img width="642" height="187" alt="Screenshot 2025-07-29 at 8 17 44 PM"
src="https://github.com/user-attachments/assets/ad2f5dac-4b27-4dce-93ca-6cbba74443fb"
/>
## Type of change
- [x] New feature (non-breaking change which adds functionality)
## How Has This Been Tested?
## 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: Vishnu Narayanan <iamwishnu@gmail.com>
Co-authored-by: Pranav <pranavrajs@gmail.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
* chore: allow non-admin to call `setup_channel_provider` and add localization
* feat: allow agents to setup channel provider for assigned inboxes and handle unauthorized access
# Pull Request Template
## Description
This PR adds support for WhatsApp campaigns to Chatwoot, allowing
businesses to reach their customers through WhatsApp. The implementation
includes backend support for WhatsApp template messages, frontend UI
components, and integration with the existing campaign system.
Fixes#8465
Fixes https://linear.app/chatwoot/issue/CW-3390/whatsapp-campaigns
## Type of change
- [x] New feature (non-breaking change which adds functionality)
- [ ] Bug fix (non-breaking change which fixes an issue)
- [ ] 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?
- Tested WhatsApp campaign creation UI flow
- Verified backend API endpoints for campaign creation
- Tested campaign service integration with WhatsApp templates
- Validated proper filtering of WhatsApp campaigns in the store
## 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
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
## What we have changed:
We have added support for WhatsApp campaigns as requested in the
discussion.
Ref: https://github.com/orgs/chatwoot/discussions/8465
**Note:** This implementation doesn't exactly match the maintainer's
specification and variable support is missing. This is an initial
implementation that provides the core WhatsApp campaign functionality.
### Changes included:
**Backend:**
- Added `template_params` column to campaigns table (migration + schema)
- Created `Whatsapp::OneoffCampaignService` for WhatsApp campaign
execution
- Updated campaign model to support WhatsApp inbox types
- Added template_params support to campaign controller and API
**Frontend:**
- Added WhatsApp campaign page, dialog, and form components
- Updated campaign store to filter WhatsApp campaigns separately
- Added WhatsApp-specific routes and empty state
- Updated i18n translations for WhatsApp campaigns
- Modified sidebar to include WhatsApp campaigns navigation
This provides a foundation for WhatsApp campaigns that can be extended
with variable support and other enhancements in future iterations.
---------
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
## Description
This PR introduces WhatsApp Embedded Signup functionality, enabling
users to connect their WhatsApp Business accounts through Meta's
streamlined OAuth flow without manual webhook configuration. This
significantly improves the user experience by automating the entire
setup process.
**Key Features:**
- Embedded signup flow using Facebook SDK and Meta's OAuth 2.0
- Automatic webhook registration and phone number configuration
- Enhanced provider selection UI with card-based design
- Real-time progress tracking during signup process
- Comprehensive error handling and user feedback
## Required Configuration
The following environment variables must be configured by administrators
before this feature can be used:
Super Admin Configuration (via
super_admin/app_config?config=whatsapp_embedded)
- `WHATSAPP_APP_ID`: The Facebook App ID for WhatsApp Business API
integration
- `WHATSAPP_CONFIGURATION_ID`: The Configuration ID for WhatsApp
Embedded Signup flow (obtained from Meta Developer Portal)
- `WHATSAPP_APP_SECRET`: The App Secret for WhatsApp Embedded Signup
flow (required for token exchange)
## How Has This Been Tested?
#### Backend Tests (RSpec):
- Authentication validation for embedded signup endpoints
- Authorization code validation and error handling
- Missing business parameter validation
- Proper response format for configuration endpoint
- Unauthorized access prevention
#### Manual Test Cases:
- Complete embedded signup flow (happy path)
- Provider selection UI navigation
- Facebook authentication popup handling
- Error scenarios (cancelled auth, invalid business data, API failures)
- Configuration presence/absence behavior
## Related Screenshots:
Fixes
https://linear.app/chatwoot/issue/CW-2131/spec-for-whatsapp-cloud-channels-sign-in-with-facebook
---------
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
- Add `actor=app` parameter to Linear OAuth authorization URL for
consistent app-level authorization
https://linear.app/developers/oauth-actor-authorization
- Implement user attribution for Linear issue creation and linking using
`createAsUser` and `displayIconUrl` parameters
- Enhance Linear integration to properly attribute actions to specific
Chatwoot agents
**Note**
- The displayIconUrl parameter is being sent correctly to Linear's
GraphQL API (verified through testing), but there is an issues with icon
is not attaching properly.
- We might need to disconnect the integration connect again.
When users delete the Linear integration from their Chatwoot dashboard,
the access token remains valid in Linear's system. This causes the
integration to still appear as connected in Linear's UI, even though
it's been removed from Chatwoot. Users need to manually disconnect from
Linear's side to fully remove the integration.
https://www.loom.com/share/5c102cbdf02e49bcb7a6fa6d409b531a?sid=0c664250-c867-4fc8-b44d-e1c1165337a7
This PR introduces a new channel type for voice conversations.
ref: #11481
## Changes
- Add database migration for channel_voice table with phone_number and
provider_config
- Create Channel::Voice model with E.164 phone number validation and
Twilio config validation
- Add voice channel association to Account model
- Extend inbox helpers and types to support voice channels
- Add voice channel setup UI with Twilio configuration form
- Include voice channel in channel factory and list components
- Add API routes and store actions for voice channel creation
- Add comprehensive translations for voice channel management
---------
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
<img width="1240" alt="Screenshot 2025-06-05 at 12 39 04 AM"
src="https://github.com/user-attachments/assets/0071cd23-38c3-4638-946e-f1fbd11ec845"
/>
## Changes
Give the admins an option to delete conversation via the context menu
- enable conversation deletion in routes and controller
- expose delete API on conversations
- add delete option in conversation context menu and integrate with card
and list
- implement store action and mutation for delete
- update i18n with new strings
fixes: https://github.com/chatwoot/chatwoot/issues/947
---------
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Pranav <pranavrajs@gmail.com>
* 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>
* 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
Earlier, we were manually checking if a user was an agent and filtering
their conversations based on inboxes. This logic should have been part
of the conversation permissions service.
This PR moves the check to the right place and updates the logic
accordingly.
Other updates:
- Add support for search_conversations service for copilot.
- Use PermissionFilterService in contacts/conversations, conversations,
copilot search_conversations.
---------
Co-authored-by: Sojan <sojan@pepalo.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
# 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>
- 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>
The custom filters API previously required a filter_type attribute, even
when accessing a resource by its ID, which isn’t necessary. This PR
removes that condition.
Fixes https://github.com/chatwoot/chatwoot/issues/11384
* 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>
### 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>
- Added an api endpoint for update message status ( available only for
api inboxes )
- Moved message status management to a service.
- Handles case where read status arrive before delivered
fixes: #10314 , #9962
- 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>
* 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>
* chore: exclude inbox_id from webhook update parameters
* feat: display inbox label in webhook settings
* feat: add inbox selection to webhook form
* feat: prevent updating inbox_id in webhook update
* feat: integrate MultiselectDropdown for inbox selection in webhook form
* feat: add inbox matching logic to webhook event delivery
* feat: remove unused inbox input placeholder from webhook form
* fix: MultiselectDropdown component submiting form
* feat: refine webhook parameters for create and update actions
* feat: disable URL input field when editing webhook
* chore: remove unnecessary parentheses
* chore: update webhook controller spec to ignore inbox_id and url updates
* fix: clean up JSON formatting
* fix: standardize inbox_id to inboxId in WebhookForm component
* refactor: replace LabelItem with InboxName component in WebhookRow
* chore: enhance MultiselectDropdown with button variant prop and update styling in WebhookForm
* chore: simplify MultiselectDropdown wrapper in WebhookForm component
* chore: update selectedInbox initialization to null and reorder form fields
* refactor: simplify InboxName
* chore: add dark variant styling for buttons in SCSS
* test: add inbox filtering for webhook event triggers in WebhookListener
* test: refactor webhook controller spec to use a variable for URL and improve update expectations
* feat(webhook): all inboxes option
* chore: remove dark variant styling for buttons in SCSS
* fix: bad interaction multiselectdropdown inside label
* chore: invert if
* chore: rename to assignedInbox and drop inboxId
* refactor(WebhookForm): restore div separating fields from buttons
* test: improve description
---------
Co-authored-by: gabrieljablonski <contact@gabrieljablonski.com>
* 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
* 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
- 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
1. Add permission filter service to separate permission filtering logic
from conversation queries
2. Implement hierarchical permissions with cleaner logic:
- conversation_manage gives access to all conversations
- conversation_unassigned_manage gives access to unassigned and user's
conversations
- conversation_participating_manage gives access only to user's
conversations
---------
Co-authored-by: Pranav <pranav@chatwoot.com>
- Add dynamic importing for routes.
- Added caching for `campaign`, `articles` and `inbox_members` API end
points.
---------
Co-authored-by: Pranav <pranavrajs@gmail.com>
In this PR https://github.com/chatwoot/chatwoot/pull/11139, if there is
an attempt to create a duplication session for the contact in the same
inbox, we will anonymize the old session.
This PR would prevent sending messages to the older sessions. The
support agents will have to create a new conversation to continue
messages with customer.
This PR adds native integration with Shopify. No more dashboard apps.
The support agents can view the orders, their status and the link to the
order page on the conversation sidebar.
This PR does the following:
- Create an integration with Shopify (a new app is added in the
integrations tab)
- Option to configure it in SuperAdmin
- OAuth endpoint and the callbacks.
- Frontend component to render the orders. (We might need to cache it in
the future)
---------
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>
There are attachments with over 1000 attachments (unusual) in
production, and some of them timeout. This PR would limit the number of
attachments to 100 (which is sufficient for viewing the files in the
gallery, pagination on the UI can be added later).
This PR is part of the larger #10849 implementation and introduces a new
Live Reports API to provide real-time conversation metrics.
The /live_reports/conversation_metrics endpoint returns account-level or
team-level conversation statistics, including open, pending, unattended,
and unassigned conversation counts.
The /live_reports/grouped_conversation_metrics endpoint accepts a group
parameter, either team_id or assignee_id, and returns open and
unattended conversation counts based on the specified grouping.
Fixes https://linear.app/chatwoot/issue/CW-3417/oauth-20-authentication
We are planning to publish the Chatwoot app in the Linear [integration
list](https://linear.app/docs/integration-directory). While we currently
use token-based authentication, Linear recommends OAuth2 authentication.
This PR implements OAuth2 support.
---------
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
At the moment, when updating the inbox members, or team members the
account cache used for IndexedDB is not invalidated. This can cause
inconsistencies in the UI. This PR fixes this by adding explicit
invalidation after performing the member changes
### Summary of changes
1. Added a new method `add_members` and `remove_members` to both `team`
and `inbox` models. The change was necessary for two reasons
- Since the individual `add_member` and `remove_member` is called in a
loop, it's wasteful to run the cache invalidation in the method.
- Moving the account cache invalidation call in the controller pollutes
the controller business logic
2. Updated tests across the board
### More improvements
We can make a concern called `Memberable` with usage like
`memberable_with :inbox_members`, that can encapsulate the functionality
---
Related: https://github.com/chatwoot/chatwoot/issues/10578
Migration Guide: https://chwt.app/v4/migration
This PR imports all the work related to Captain into the EE codebase. Captain represents the AI-based features in Chatwoot and includes the following key components:
- Assistant: An assistant has a persona, the product it would be trained on. At the moment, the data at which it is trained is from websites. Future integrations on Notion documents, PDF etc. This PR enables connecting an assistant to an inbox. The assistant would run the conversation every time before transferring it to an agent.
- Copilot for Agents: When an agent is supporting a customer, we will be able to offer additional help to lookup some data or fetch information from integrations etc via copilot.
- Conversation FAQ generator: When a conversation is resolved, the Captain integration would identify questions which were not in the knowledge base.
- CRM memory: Learns from the conversations and identifies important information about the contact.
---------
Co-authored-by: Vishnu Narayanan <vishnu@chatwoot.com>
Co-authored-by: Sojan <sojan@pepalo.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
The Inbox Overview section is being updated to offer a more detailed
report, showing an overall view of the account grouped by inboxes. To
view detailed reports and access specific graphs for individual inboxes,
click on the inbox name to navigate to its dedicated report page.
---------
Co-authored-by: Sojan Jose <sojan@pepalo.com>
This PR resolves the issue with updating the profile picture in the profile settings.
**Cause of issue**
The issue can be reproduced with the old `ProfileAvatar.vue` component.
While the exact reason is unclear, it seems related to cases where the
file might be `null`.
**Solution**
Replaced the old `ProfileAvatar.vue` with `Avatar.vue` and tested it. It
works fine. I’ve attached a loom video below.
Fixes https://linear.app/chatwoot/issue/CW-3768/profile-picture-bug
Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Pranav <pranavrajs@gmail.com>
The proxy method adds an extra slash even if the route param has the
character. It’s challenging to check the expected format on each route.
The simplest solution is to check if the route param begins with a
slash, and if not, append one.
NB: The existing tests are sufficient to cover this case. There’s no
need for an additional test to specifically test this.
In admin settings, this Pr will add the UI for managing custom roles (
ref: https://github.com/chatwoot/chatwoot/pull/9995 ). It also handles
the routing logic changes to accommodate fine-tuned permissions.
---------
Co-authored-by: Pranav <pranavrajs@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
This PR adds the following changes
1. Refactor `microsoft/callbacks_controller` to move common logic to
`oauth_callback_controller`, most of the logic is re-used for Google
2. Add UI components, `googleClient` and I18n entries for Google login
3. Add Google callback and inbox creation
4. Add a `joinUrl` utility along with specs (need to move it to utils)
5. Add `GoogleConcern`, `Google::AuthorizationsController` and
`Google::CallbacksController`
> Note: The UI is hidden for now, so we can merge this without any
hiccups, to enable it just revert the commit `05c18de`
### Preview
https://github.com/chatwoot/chatwoot/assets/18097732/1606d150-4561-49dc-838d-e0b00fe49ce3
### Linear Tickers
[CW-3370](https://linear.app/chatwoot/issue/CW-3370)
[CW-3371](https://linear.app/chatwoot/issue/CW-3371)
---------
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
