Commit Graph

526 Commits

Author SHA1 Message Date
Pranav
80c87da8c9 feat: Add new APIs for live reports with team filter (#10994)
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.
2025-02-27 16:11:04 -08:00
Muhsin Keloth
12134f9391 feat: Linear OAuth 2.0 (#10851)
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>
2025-02-27 18:15:53 +05:30
Shivam Mishra
c88447c11f feat: invalidate cache after inbox members or team members update (#10869)
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
2025-02-20 21:28:38 -08:00
Sivin Varghese
abcff9883f feat: Order previous conversations by last activity (#10825) 2025-02-05 19:50:25 -08:00
Pranav
d070743383 feat(ee): Add Captain features (#10665)
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>
2025-01-14 16:15:47 -08:00
Pranav
4fd9bddb9d feat(v4): Add API to fetch aggregate reports for inboxes (#10604)
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>
2024-12-19 14:47:19 -08:00
Shivam Mishra
b34dac7bbe feat: validate query conditions (#10595)
Query conditions can take in arbitrary values, this can cause SQL
errors. This PR fixes it
2024-12-17 17:16:37 +05:30
Pranav
10a0333980 feat(ee): Add copilot integration (v1) to the conversation sidebar (#10566) 2024-12-10 15:36:48 -08:00
Sivin Varghese
d902bb1d6f fix: Remove duplicate contactable inbox in the conversation form (#10554)
---------

Co-authored-by: Pranav <pranavrajs@gmail.com>
2024-12-06 12:31:01 -08:00
Sivin Varghese
3edc0542cc fix: Fix issue with profile picture not updating (#10532)
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>
2024-12-04 15:02:29 -08:00
Pranav
7dc0eba48a fix: Remove duplicate / character on the proxy route (#10404)
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.
2024-11-12 22:38:29 +04:00
Shivam Mishra
97d7b9d754 feat(ee): Setup @chatwoot/captain NPM library (#10389)
--- 
Co-authored-by: Sojan <sojan@pepalo.com>
Co-authored-by: Pranav <pranavrajs@gmail.com>
2024-11-11 17:39:09 -08:00
Sivin Varghese
a3855a8d1d feat(v4): Update the help center portal design (#10296)
Co-authored-by: Pranav <pranavrajs@gmail.com>
2024-10-23 22:09:36 -07:00
Sojan Jose
58e78621ba chore: Custom Roles to manage permissions [ UI ] (#9865)
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>
2024-09-17 11:40:11 -07:00
Sojan Jose
fba73c7186 chore: Fix issue with deleting interactive messages (#10123)
- fix issue with deleting interactive messages
2024-09-16 21:05:39 -07:00
Muhsin Keloth
467700499b fix: message_type in widget conversation create end point (#10120)
The `before_type_cast` method sometimes returns a string for
`message_type`, creating inconsistencies in conversation create API
response.
2024-09-16 22:34:09 +05:30
Muhsin Keloth
528b984a8d feat: Extend upload API end point to support external images (#10062) 2024-09-05 10:42:54 +05:30
Sojan Jose
b61ad6e41a feat: Add APIs to manage custom roles in Chatwoot (#9995)
Co-authored-by: Pranav <pranavrajs@gmail.com>
2024-08-23 17:18:28 +05:30
Shivam Mishra
abc511d00f fix: inconsistent OpenAI cache interface (#10009)
Signed-off-by: Shivam Mishra <scm.mymail@gmail.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2024-08-22 23:04:14 +05:30
Muhsin Keloth
429d281501 fix: Handle OpenAI API errors (#9560) 2024-08-22 10:24:13 +05:30
Pranav
8696a4c135 chore: Use installation config URL for captain app URL (#9874)
Use `InstallationConfig.where(name: 'CAPTAIN_APP_URL')` instead of
`ENV.fetch('CAPTAIN_APP_URL', '')`
2024-08-02 13:17:55 +05:30
Sojan Jose
829bb842fd feat: Generate SSO URL in Chatwoot, move Captain to primary tab (#9871)
- Generate SSO URL in Chatwoot, move Captain to the primary tab

Co-authored-by: Pranav <pranavrajs@gmail.com>
2024-08-01 19:22:34 -07:00
Sojan Jose
0331815cc5 feat: Integration with Captain (alpha) (#9834)
- Integration with captain (alpha)

Co-authored-by: Pranav <pranavrajs@gmail.com>
2024-07-25 14:24:04 -07:00
Shivam Mishra
da4b75a3af feat: add Google login flow and inbox creation (#9580)
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>
2024-06-07 16:37:46 +05:30
Muhsin Keloth
35508feaae feat: Linear front end (#9491)
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
2024-05-23 11:58:24 +05:30
Pranav
87d92f73d4 feat: Improve Report API performance (#9476)
- Re-write the methods for clarity
- Remove the dependency on the ReportHelper class.
- Remove n+1 queries in the average metric time series data.
2024-05-22 17:34:24 -07:00
Muhsin Keloth
023b3ad507 feat: Add APIs for linear integration (#9346) 2024-05-22 13:37:58 +05:30
Muhsin Keloth
d649bd2dfd feat: Add support for bulk snooze until (#9360) 2024-05-08 08:55:31 +05:30
Shivam Mishra
2ef767d60f feat: exporting contacts takes the filters into account (#9347)
- This PR allows contacts to be exported using the current filter in CRM view

Co-authored-by: Sojan Jose <sojan@pepalo.com>
2024-05-07 20:18:36 -07:00
jderecho
0d7773d88f feat: Draft through API for Cross-Device Support (#8018)
- Add APIs for cross-device message drafts

ref: #6890
2024-05-02 18:42:18 -07:00
Shivam Mishra
bce2a07d03 feat: do not send contact details to the widget (#9223)
* refactor: use has_email instead of email

* feat: remove usage of details directly in forms

* test: update payload

* test: fix transcript test

* refactor: use computed hasEmail

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2024-04-12 15:30:07 +05:30
Sojan Jose
18bfda35b3 chore: Fix agent API returning 500 error (#9193)
- We were using the @user object in the view, which wasn't available when using api_access_token.
- Also replaced the object to @agent and added additional specs to confirm the right object

fixes: https://linear.app/chatwoot/issue/CW-3185/agent-create-api-throwing-500-response
ref: https://discord.com/channels/647412545203994635/1219928138163949568/1219928138163949568
2024-04-04 19:44:47 +05:30
Muhsin Keloth
631598b6b6 chore: Fix twilio inbox create transaction rollback (#9181)
chore: Fix twilio create transaction
2024-04-02 15:04:10 +05:30
Pranav
f78f278e2f fix: Update validations for filter service (#8239)
- Refactor filter service for better readability and maintenance
- Add validations for the following:
   - If an invalid attribute is passed, a custom exception InvalidAttribute will be thrown.
   - If an invalid operator is passed, a custom exception InvalidOperator will be thrown.
   - If an invalid value (currently checking only null check), a custom exception InvalidValue will be thrown.

Fixes: https://linear.app/chatwoot/issue/CW-2702/activerecordstatementinvalid-pginvalidtextrepresentation-error-invalid
Fixes: https://linear.app/chatwoot/issue/CW-2703/activerecordstatementinvalid-pginvaliddatetimeformat-error-invalid
Fixes:  https://linear.app/chatwoot/issue/CW-2700/activerecordstatementinvalid-pgsyntaxerror-error-syntax-error-at-or


Co-authored-by: Sojan <sojan@pepalo.com>
2024-03-20 16:29:36 +05:30
Sojan Jose
3dae3ff3ad feat: Conversation update API for sla_policy_id (#8973)
- Add an endpoint for updating conversation attributes (priority / sla_policy_id )
- Swagger spec
- minor chores around the conversation API/spec

Fixes: https://linear.app/chatwoot/issue/CW-2100/feat-backend-api-to-update-the-sla-of-a-conversation
2024-03-14 17:22:32 +05:30
Sojan Jose
881d4bf644 feat: Add backend APIs for the bot metrics (#9031)
Co-authored-by: Pranav <pranav@chatwoot.com>
2024-03-01 08:20:20 -08:00
Sojan Jose
ae4c8d818f feat: Ability to block contacts permanently (#8922)
Co-authored-by: Pranav <pranav@chatwoot.com>
2024-02-21 14:18:42 -08:00
Muhsin Keloth
e6cf8c39b7 feat: Update last_snoozed_at after the un-snooze notification (#8943) 2024-02-20 18:55:39 +05:30
Liam
5d9fb55370 feat: Export contact improvements (#8895)
This pull request enhances the export contacts feature by adding a confirmation step before exporting. Previously, clicking the export button would trigger the export action without confirmation.

Additionally, it ensures that only the intended recipient receives the export email, addressing the previous behaviour where all administrators received it.

Fixes: #8504

Co-authored-by: Sojan Jose <sojan@pepalo.com>
2024-02-20 17:11:03 +05:30
Nithin David Thomas
721a2f5052 feat: API changes to support multi step user signup (#8933)
-API Changes to support the new onboarding flow 

Co-authored-by: Sojan <sojan@pepalo.com>
2024-02-20 16:48:51 +05:30
Muhsin Keloth
cd06b2b337 fix: Inbox view Read/Snoozed display filters (#8907)
* fix: Notification filters

* Update notification_finder.rb

* Update notification_finder.rb

* Update notification_finder.rb

* fix: spec

* fix: specs

* Update notification_finder.rb

* fix: add more fixes

* Update notification_finder.rb

* fix: specs

* chore: better comments

* chore: removed filtering

* chore: refactoring

* fix: review fixes

* fix: API call

* chore: Minor fix

* Rename spec

* Fix params getting undefined

* Fix finder

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
2024-02-17 13:59:25 +05:30
Pranav Raj S
1ce5cbe275 feat: Add endpoints to retrieve summary of team/agents over a period of time (#8916)
- Internal APIs to prototype reporting improvements.
2024-02-13 15:44:40 +05:30
Shivam Mishra
e662336eaf feat: handle already invited user (#8912) 2024-02-13 08:51:42 +05:30
Shivam Mishra
657843960c feat: account onboarding with clearbit (#8857)
* feat: add clearbit lookup

* chore: fix typo in .env.example

* refactor: split lookup to reduce cognitive complexity

* feat: add more fields to lookup

* feat: extend accounts controller

* feat: save extra data to custom_attributes

* feat: allow v2 update with custom_attributes

* feat: add update route

* refactor: reduce complexity

* feat: move update to v1 controller

* test: add locale test

* feat: remove update from routes

* test: update API for custom attributes

* test: all custom attributes

* fix: v2 tests

* test: enterprise accounts controller

* fix: clearbit payload

* fix: with modified env

* feat: allow custom attributes updates to profile

* refactor: reduce complexity

* feat: allow clearbit api key in installation config

* refactor: move clearbit to internal

* feat: allow clearbit

* chore: add display_title for June

* feat: allow more internal options

* refactor: use globalconfig to fetch clearbit token

* test: move response body to a factory

* refactor: update ops

* chore: remove clearbit from .env.example

* chore: apply suggestions from code review

Co-authored-by: sojan-official <sojan@chatwoot.com>

---------

Co-authored-by: sojan-official <sojan@chatwoot.com>
2024-02-12 23:21:42 +05:30
Sojan Jose
7776b74126 chore: Apply fixes for items in rubocop_todo [CW-1806] (#8864)
This PR addresses several items listed in our rubocop_todo by implementing the necessary corrections and enhancements. As a result, we are now able to remove the rubocop_todo file entirely, streamlining our codebase and ensuring adherence to our coding standards.

fixes: https://linear.app/chatwoot/issue/CW-1806/chore-rubocop-audit
2024-02-07 13:36:04 +04:00
Shivam Mishra
8acc818f68 feat: allow bulk invite create via email (#8853)
* feat: add agent builder

* feat: use new agent builder

* refactor: validate limit

* test: agent limits

* feat: allow bulk create

* feat: allow bulk create

* refactor: rename current_user to inviter in AgentBuilder

* refactor: move limits tests to enterprise

* test: send correct params

* refactor: account builder returns both user and account_user

* chore: Revert "refactor: account builder returns both user and account_user"

This reverts commit 1419789871e8a3b8ff57af27fe53925b1486a839.

* feat: return user as is

* Update agent_builder.rb

- minor update

---------

Co-authored-by: Sojan Jose <sojan@pepalo.com>
2024-02-06 09:04:04 +05:30
Muhsin Keloth
39e27d2a23 feat: Delete all/read notifications (#8844) 2024-02-05 13:33:05 +05:30
Shivam Mishra
0c35a77d4b feat: Show a confirmation banner if the email is not verified (#8808)
Co-authored-by: Pranav Raj S <pranav@chatwoot.com>
2024-02-02 12:31:29 -08:00
Shivam Mishra
07ea9694a3 feat: new accounts controller for signup+onboarding (#8804)
* feat: add v2 accounts controller

* feat: allow empty account and user name

* feat: ensure  and  is present for v1 signup

* test: remove validation checks

* chore: apply suggestions

* chore: revert en.yml formatting

* chore: line at EOF

* fix: routes

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2024-02-02 16:10:45 +05:30
Muhsin Keloth
d3c1fce761 feat: Inbox item actions (#8838)
* feat: Inbox item actions

* feat: add inbox id in push event data

* Update InboxList.vue

* feat: complete actions

* Update InboxList.vue

* Update InboxView.vue

* chore: code cleanup

* chore: fix specs

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2024-02-02 11:58:47 +05:30