Mirror importado do GitHub: https://github.com/Rodribm10/iachat
Go to file
Gabriel Jablonski e032fc7774
feat(whatsapp): convert inbox between WhatsApp providers (#268)
* feat(whatsapp): allow converting inbox between WhatsApp providers

Adds a Convert flow to switch a WhatsApp inbox between the four
supported providers (default/360dialog, whatsapp_cloud, baileys, zapi)
without losing conversations, agents, or history.

- Channel::Whatsapp#convert_provider! runs inside a transaction:
  disconnects the old provider, clears provider_connection and
  message_templates, assigns the new provider/config, and triggers
  webhook setup plus template resync on the new service.
- New POST /api/v1/accounts/:id/inboxes/:id/convert_provider endpoint
  guarded by InboxPolicy#convert_provider? (admin only).
- UI adds a Convert button on the inbox Settings page with a
  type-to-confirm ConvertInboxModal that lists the effects before
  redirecting to a dedicated route reusing the WhatsApp provider
  wizard in convert mode (phone number locked, current provider
  hidden from the picker).

* chore(whatsapp): polish convert UI colors and expand specs

- Settings: use slate for the Convert trigger and ruby for the modal
  confirm to mirror the delete gate instead of the less conventional
  amber variant.
- Drop the redundant "current provider is hidden from the list"
  sentence from the convert wizard description.
- Add specs for the post-conversion webhook setup path (triggered and
  skipped branches) and the sync_templates error-rescue behaviour.

* fix: address CodeRabbit review on convert-provider flow

- Whitelist provider_config keys in the convert endpoint via permit
  rather than permit!, and default to an empty hash when omitted so
  the request no longer crashes.
- Pre-validate the new provider config before disconnecting the old
  session so a bad target config no longer terminates the existing
  provider; also keep the disconnect bound to the old provider_url.
- Guard ConvertInboxModal's submit handler so pressing Enter cannot
  bypass the type-to-confirm gate, and migrate it to <script setup>.
- Reject invalid ?provider= query values in convert mode so hidden
  providers (Twilio, the current provider) cannot be reached via URL.
- Await the inbox fetch in InboxConvert before running the route guard
  so directly opening the route for a non-WhatsApp inbox redirects.
- Remove the unreachable second CloudWhatsapp branch in Whatsapp.vue.

* fix: address second CodeRabbit round on convert-provider flow

- Unify provider picker validation so create mode also rejects
  unknown ?provider= values, with a single helper that accepts
  available providers plus the whatsapp_manual fallback.
- Simplify the pre-validation rollback in convert_provider!: the
  errors snapshot/merge dance was redundant because assign_attributes
  does not clear errors.
- Follow the repo convention of asserting on error.class.name so the
  rollback spec stays stable under reloading/parallel environments.
- Strengthen the controller success spec with provider_connection and
  message_templates cleanup invariants, and set Content-Type on the
  templates stub so HTTParty parses the empty data array correctly.

* fix: address third CodeRabbit round on convert-provider flow

- Add 360Dialog entry to the Whatsapp provider catalog, keep it hidden
  from the create picker (preserving the existing fork behavior) but
  expose it in the convert picker where it is a valid target. Restore
  URL reachability for ?provider=360dialog in create mode.
- Scope the WHATSAPP_MANUAL allowance to create mode only: the manual
  fallback flow is not reachable in convert mode.
- Redirect to the inboxes list in InboxConvert when the inbox is still
  absent after the store fetch, so the page no longer stays blank.
- Use an explicit allowlist of WhatsApp providers to gate the Convert
  button instead of negating Twilio, so adding a new WhatsApp channel
  type will not silently expose the flow.
- Bind the disabled provider display field with :value instead of
  v-model, since the underlying computed is getter-only.
- Add Content-Type: application/json to the templates stub in the
  model spec so HTTParty parses the empty data array.

* fix: address fourth CodeRabbit round on convert-provider flow

- Reject no-op conversions that target the same provider as the one
  already configured, so the endpoint no longer wipes provider
  connection and message templates on a request that changes nothing.
- Call the provider service's disconnect directly so failures abort
  the conversion instead of being silently swallowed; otherwise the
  old external session could remain live while the inbox flips to
  the new provider.
- Cover both behaviors with specs.

* fix: address fifth CodeRabbit round on convert-provider flow

- Reset the Vuelidate state when closing ConvertInboxModal so reopening
  the gate does not surface stale validation errors.
- Call teardown_webhooks before converting away from whatsapp_cloud so
  the Meta webhook subscription is removed for embedded_signup channels,
  mirroring the destroy-time cleanup (manual-setup channels keep the
  existing no-op behavior). Swallow teardown failures so a flaky Meta
  call does not abort the swap.
- Switch the rollback specs to compare message_templates counts instead
  of the boolean be_present matcher so they remain meaningful if the
  fixture happens to have an empty templates list.

* fix: address sixth CodeRabbit round on convert-provider flow

- Derive the convert header's current-provider label from the shared
  PROVIDER_CATALOG so the picker and header stay in sync.
- Assert the full Cloud provider_config payload and the absence of the
  Baileys-only provider_url key on both the controller success spec
  and the model atomic-swap spec.
- In the sync-error spec, reload and assert that the record was
  actually flipped to the new provider before the sync rescue fires,
  so the test can't pass on a pre-save failure.

* test: pin 422 error payload on convert_provider negative paths

The unsupported-conversion and invalid-config specs only checked the
status code, so they would have stayed green if the 422 started coming
from a different branch. Pin the response body so each example actually
covers the failure case it names.

* fix(baileys): save custom host as provider_url, not url

The Baileys form was writing the custom endpoint to
provider_config['url'] while the backend reads
provider_config['provider_url']. That silently broke the custom-host
feature for newly created or converted Baileys inboxes: they always
fell back to BAILEYS_PROVIDER_DEFAULT_URL. Align the key on both ends.

* fix(whatsapp): skip second validation pass in convert_provider!

The transaction's save! was re-running validate_provider_config after
the old provider's session had already been disconnected, so a transient
Graph API failure on the second check could roll back the swap while
leaving the external session terminated — the exact inconsistency the
pre-flight valid? was meant to rule out.

Capture the validated provider_config snapshot after valid? (so fields
populated by before_validation callbacks like webhook_verify_token are
preserved) and switch the final persist to save!(validate: false) so the
earlier check stays authoritative.

* fix: normalize provider-conversion failures and pass accountId

- The convert_provider action only rescued ActiveRecord::RecordInvalid,
  so disconnect/teardown failures bubbled up as 500 with no stable
  payload. Catch StandardError, log the class + message, and return a
  422 with a generic user-facing message so the dashboard can surface
  the error consistently.
- Nested settings routes live under /accounts/:accountId, so the
  router push from Settings.vue must include accountId alongside
  inboxId. Mirrors how sibling pages navigate to settings_inbox_show.

* fix: report missing :provider as 400 and sync modal v-model

- The generic rescue StandardError on convert_provider was masking
  ActionController::ParameterMissing behind a misleading
  provider-conversion error message. Catch it explicitly before the
  generic rescue and return 400 with the parameter-missing message.
- ConvertInboxModal's closeModal now drives localShow to false so
  parents using v-model:show stay in sync on every close path,
  not only when the explicit onClose listener flips the flag.

* fix(whatsapp): serialize concurrent convert_provider calls with_lock

Without a per-record lock, two admin requests against the same inbox
could both pass the pre-flight validation, race the disconnect/save,
and then run setup_webhooks/sync_templates in arbitrary order, leaving
the persisted provider out of sync with the external configuration.

Wrap the whole convert flow in with_lock so the loser blocks until the
winner commits; the subsequent no-op guard then rejects a second
conversion request targeting the provider the first one just set.

* test: harden convert_provider policy + controller failure specs

- Pass accountId explicitly in InboxConvert redirects so the route
  navigation mirrors how Settings.vue reaches settings_inbox_convert.
- Add a spec that assigns the agent to the inbox and still expects 401,
  so a future regression in InboxPolicy#convert_provider? can no longer
  slip past on the show policy alone.
- Add a spec that stubs convert_provider! to raise StandardError and
  asserts the controller's generic-failure 422 payload, pinning the
  dashboard contract for provider-side failures.

* test: pin convert_provider success response payload

Parse the rendered body and assert provider + provider_config so the
spec catches regressions where the DB is updated correctly but the
serialized response drifts (dashboard store commits response.data).

* fix(whatsapp): reset teardown guard after pre-conversion webhook cleanup

teardown_webhooks memoizes @webhook_teardown_initiated = true to prevent
double execution during destroy. Calling it from convert_provider!
leaves that flag set, so a subsequent destroy! or follow-up conversion
on the same instance would skip webhook removal silently. Reset the
flag in an ensure block so the destroy-time guard stays scoped to
destroy only.

* fix: include accountId in post-conversion redirect params

* test: pin same-provider convert returns 422

* fix(whatsapp): reset template columns when post-conversion sync fails

* fix(convert): enforce provider allowlist in InboxConvert route guard

* test: broaden Cloud templates stub to match account-scoped path

* test(whatsapp): cover cloud to baileys conversion branch
2026-04-18 20:57:27 -03:00
__mocks__ Feature: Agent Profile Update with avatar (#449) 2020-02-16 17:20:38 +05:30
.circleci feat: validate OpenAPI spec using Skooma (#13623) 2026-03-10 18:33:55 -07:00
.claude/skills chore(schema): auto-reinject f_unaccent block after schema dump 2026-04-17 18:33:13 -03:00
.dependabot Add Dependabot config (#217) 2019-11-25 09:48:11 +05:30
.devcontainer chore: upgrade node to v24.13 (#13291) 2026-01-15 20:28:13 -08:00
.github ci: migrate Run Chatwoot CE spec workflow to Blacksmith CI 2026-03-21 13:45:59 -03:00
.husky fix: Update pre-commit hook to handle staged deleted files (#11357) 2025-04-24 16:54:53 +05:30
.qlty feat: Add Pinia support and relocate store factory (#12854) 2025-11-28 16:31:59 +05:30
.vscode chore: handle scss unknown at rule warnings 2025-04-03 23:28:38 -03:00
.windsurf/rules chore: Add development guidelines documentation for AI Agents (#11243) 2025-05-16 19:23:10 -07:00
app feat(whatsapp): convert inbox between WhatsApp providers (#268) 2026-04-18 20:57:27 -03:00
bin chore: Update translations, add pnpm sync:i18n command (#10893) 2025-02-12 17:43:46 -08:00
clevercloud feat: Add support for Clever cloud deployments (#1703) 2021-01-29 17:08:40 +05:30
config feat(whatsapp): convert inbox between WhatsApp providers (#268) 2026-04-18 20:57:27 -03:00
db fix(installation_config): normalize legacy native-hash rows to YAML strings 2026-04-17 23:33:50 -03:00
deployment Merge branch 'main' into chore/merge-4.13.0 2026-04-17 16:23:47 -03:00
docker fix(deploy): run migrations before server boot to prevent stale schema errors 2026-03-24 17:43:12 -03:00
e2e feat(internal-chat): implement internal chat system for agents (#247) 2026-04-11 13:50:15 -03:00
enterprise Merge branch 'main' into chore/merge-4.13.0 2026-04-17 16:23:47 -03:00
lib chore(schema): auto-reinject f_unaccent block after schema dump 2026-04-17 18:33:13 -03:00
log Initial Commit 2019-08-14 15:18:44 +05:30
public Merge branch 'main' into chore/merge-4.13.0 2026-04-17 16:23:47 -03:00
rubocop fix: stream attachment handling in workers (#12870) 2025-12-05 13:02:53 -08:00
script chore: add script to throttle bulkreindex job creation and increase meta timeouts(#12626) 2025-10-13 16:21:45 +05:30
spec feat(whatsapp): convert inbox between WhatsApp providers (#268) 2026-04-18 20:57:27 -03:00
swagger Merge branch 'main' into chore/merge-4.13.0 2026-04-17 16:23:47 -03:00
theme Merge branch 'main' into chore/merge-4.13.0 2026-04-17 16:23:47 -03:00
tmp Initial Commit 2019-08-14 15:18:44 +05:30
vendor feat: Sentiment model download and upload to vendor (#7526) 2023-07-18 12:17:50 +05:30
.all-contributorsrc [docs] Move contributors section to docs (#120) 2019-10-06 09:23:24 +05:30
.annotaterb.yml fix: Annotaterb model annotation incomplete migration (#13132) 2026-03-25 17:51:06 -07:00
.browserslistrc Initial Commit 2019-08-14 15:18:44 +05:30
.bundler-audit.yml chore(security): ignore CVE-2026-33658 for Chatwoot storage defaults (#13922) 2026-03-27 13:06:17 +05:30
.dockerignore chore: add build id to settings page (#6873) 2023-04-18 00:35:35 +05:30
.editorconfig fix: Update .editorconfig to fix spaces and indent_style (#5612) 2022-10-12 14:00:42 -07:00
.env.example feat: group conversations (#228) 2026-03-19 21:56:58 -03:00
.eslintrc.js chore: Add "Coming Soon" overlay to voice channel selector (#11835) 2025-06-30 14:30:09 +05:30
.gitignore feat(release-notes): add user-facing release notes skill and link UI to fazer.ai (#261) 2026-04-11 22:17:14 -03:00
.nvmrc chore: upgrade node to v24.13 (#13291) 2026-01-15 20:28:13 -08:00
.prettierrc chore: Execute campaigns based on matching URL (#2254) 2021-05-17 21:38:35 +05:30
.rspec Fix url in emails, add frontendURL helper (#19) 2019-08-25 19:59:28 +05:30
.rubocop.yml Revert "chore: Upgrade Rails to 7.2.2 and update Gemfile dependencies (#11037)" 2026-02-03 21:09:42 -08:00
.ruby-version chore: upgrade ruby version to 3.4.4 (#11524) 2025-05-21 19:40:07 +05:30
.scss-lint.yml feat(apps): Shopify Integration (#11101) 2025-03-19 15:37:55 -07:00
.slugignore chore: Upgrade to Rails 7 (#6719) 2023-05-06 10:44:52 +05:30
AGENTS.md feat(release-notes): add user-facing release notes skill and link UI to fazer.ai (#261) 2026-04-11 22:17:14 -03:00
app.json Chore/merge upstream 4.8.0 (#150) 2025-11-19 16:25:58 -03:00
Capfile 🚨Fix Rubocop lint errors 2019-10-20 14:17:26 +05:30
CLAUDE.md chore: Add development guidelines documentation for AI Agents (#11243) 2025-05-16 19:23:10 -07:00
CODE_OF_CONDUCT.md General updates and add CODEOWNERS (#3685) 2022-01-05 12:37:22 +05:30
config.ru Initial Commit 2019-08-14 15:18:44 +05:30
CONTRIBUTING.md General updates and add CODEOWNERS (#3685) 2022-01-05 12:37:22 +05:30
crowdin.yml chore: Update Crowdin Config (#7375) 2023-06-23 23:02:55 +05:30
CUSTOM_BRANDING.md feat: custom branding (#68) 2025-06-12 22:11:19 -03:00
docker-compose.coolify.yaml fix(deploy): run migrations before server boot to prevent stale schema errors 2026-03-24 17:43:12 -03:00
docker-compose.production.yaml fix: add named volumes for storage, postgres, and redis (#11465) 2025-05-12 17:32:12 +05:30
docker-compose.test.yaml feat: switch to postgres docker images with pgvector support (v4.0) (#10658) 2025-01-14 19:45:42 +05:30
docker-compose.yaml feat: switch to postgres docker images with pgvector support (v4.0) (#10658) 2025-01-14 19:45:42 +05:30
Gemfile Merge branch 'main' into chore/merge-4.13.0 2026-04-17 16:23:47 -03:00
Gemfile.lock Merge branch 'main' into chore/merge-4.13.0 2026-04-17 16:23:47 -03:00
histoire.config.ts chore(dev): Update histoire config for deployment (#12374) 2025-09-11 13:05:54 +05:30
LICENSE chore: Update year in LICENSE (#8835) 2024-02-01 15:37:05 +05:30
Makefile chore(dev): add cleanup flow to force_run in Makefile (#13093) 2026-03-04 17:56:55 -08:00
package.json Merge branch 'main' into chore/merge-4.13.0 2026-04-17 16:23:47 -03:00
pnpm-lock.yaml Merge branch 'main' into chore/merge-4.13.0 2026-04-17 16:23:47 -03:00
postcss.config.js feat: Vite + vue 3 💚 (#10047) 2024-10-02 00:36:30 -07:00
Procfile chore: add build id to settings page (#6873) 2023-04-18 00:35:35 +05:30
Procfile.dev feat: Vite + vue 3 💚 (#10047) 2024-10-02 00:36:30 -07:00
Procfile.test feat: Vite + vue 3 💚 (#10047) 2024-10-02 00:36:30 -07:00
Procfile.tunnel chore: Improvements for codespace (#11667) 2025-06-04 00:21:23 -05:00
Rakefile chore(schema): auto-reinject f_unaccent block after schema dump 2026-04-17 18:33:13 -03:00
README.md chore: Update copyright year in README.md to 2026 (#13195) 2026-01-07 17:42:41 -08:00
SECURITY.md chore: Update SECURITY.md (#10705) 2025-01-16 10:59:33 -08:00
semantic.yml Chore: Update copy on Signup page (#1023) 2020-07-09 16:28:09 +05:30
tailwind.config.js chore: Update theme colors and add new Inter variable fonts (#13347) 2026-01-28 14:36:04 -08:00
VERSION_CW Bump version to 4.13.0 2026-04-16 19:02:23 +05:30
VERSION_CWCTL chore: upgrade node to 24.x LTS (#13004) 2026-01-12 18:10:23 +05:30
vite.config.ts feat: speed up circleci and github actions (#12849) 2025-11-19 15:32:48 +05:30
vitest.setup.js chore: Update buttons in dashboard (#11145) 2025-03-31 17:21:32 -07:00
workbox-config.js [Feature] Add PWA support (#157) 2019-10-18 12:37:09 +05:30

Header light mode Header dark mode

Chatwoot

The modern customer support platform, an open-source alternative to Intercom, Zendesk, Salesforce Service Cloud etc.

CircleCI Badge Docker Pull Badge Docker Build Badge Commits-per-month Discord uptime response time Artifact HUB

Deploy Deploy to DO

Chat dashboard dark mode Chat dashboard

Chatwoot is the modern, open-source, and self-hosted customer support platform designed to help businesses deliver exceptional customer support experience. Built for scale and flexibility, Chatwoot gives you full control over your customer data while providing powerful tools to manage conversations across channels.

Captain AI Agent for Support

Supercharge your support with Captain, Chatwoots AI agent. Captain helps automate responses, handle common queries, and reduce agent workload—ensuring customers get instant, accurate answers. With Captain, your team can focus on complex conversations while routine questions are resolved automatically. Read more about Captain here.

💬 Omnichannel Support Desk

Chatwoot centralizes all customer conversations into one powerful inbox, no matter where your customers reach out from. It supports live chat on your website, email, Facebook, Instagram, Twitter, WhatsApp, Telegram, Line, SMS etc.

📚 Help center portal

Publish help articles, FAQs, and guides through the built-in Help Center Portal. Enable customers to find answers on their own, reduce repetitive queries, and keep your support team focused on more complex issues.

🗂️ Other features

Collaboration & Productivity

  • Private Notes and @mentions for internal team discussions.
  • Labels to organize and categorize conversations.
  • Keyboard Shortcuts and a Command Bar for quick navigation.
  • Canned Responses to reply faster to frequently asked questions.
  • Auto-Assignment to route conversations based on agent availability.
  • Multi-lingual Support to serve customers in multiple languages.
  • Custom Views and Filters for better inbox organization.
  • Business Hours and Auto-Responders to manage response expectations.
  • Teams and Automation tools for scaling support workflows.
  • Agent Capacity Management to balance workload across the team.

Customer Data & Segmentation

  • Contact Management with profiles and interaction history.
  • Contact Segments and Notes for targeted communication.
  • Campaigns to proactively engage customers.
  • Custom Attributes for storing additional customer data.
  • Pre-Chat Forms to collect user information before starting conversations.

Integrations

  • Slack Integration to manage conversations directly from Slack.
  • Dialogflow Integration for chatbot automation.
  • Dashboard Apps to embed internal tools within Chatwoot.
  • Shopify Integration to view and manage customer orders right within Chatwoot.
  • Use Google Translate to translate messages from your customers in realtime.
  • Create and manage Linear tickets within Chatwoot.

Reports & Insights

  • Live View of ongoing conversations for real-time monitoring.
  • Conversation, Agent, Inbox, Label, and Team Reports for operational visibility.
  • CSAT Reports to measure customer satisfaction.
  • Downloadable Reports for offline analysis and reporting.

Documentation

Detailed documentation is available at chatwoot.com/help-center.

Translation process

The translation process for Chatwoot web and mobile app is managed at https://translate.chatwoot.com using Crowdin. Please read the translation guide for contributing to Chatwoot.

Branching model

We use the git-flow branching model. The base branch is develop. If you are looking for a stable version, please use the master or tags labelled as v1.x.x.

Deployment

Heroku one-click deploy

Deploying Chatwoot to Heroku is a breeze. It's as simple as clicking this button:

Deploy

Follow this link to understand setting the correct environment variables for the app to work with all the features. There might be breakages if you do not set the relevant environment variables.

DigitalOcean 1-Click Kubernetes deployment

Chatwoot now supports 1-Click deployment to DigitalOcean as a kubernetes app.

Deploy to DO

Other deployment options

For other supported options, checkout our deployment page.

Security

Looking to report a vulnerability? Please refer our SECURITY.md file.

Community

If you need help or just want to hang out, come, say hi on our Discord server.

Contributors

Thanks goes to all these wonderful people:

Chatwoot © 2017-2026, Chatwoot Inc - Released under the MIT License.