Commit Graph

2828 Commits

Author SHA1 Message Date
Pranav
fb6409508b feat: Allow customizing the responses, flows in Captain (#11385)
- Ability to provide custom instructions to captain

<img width="1107" alt="Screenshot 2025-04-28 at 6 11 43 PM"
src="https://github.com/user-attachments/assets/f94cbccc-b4d8-48fd-b6b9-55524129bc50"
/>
2025-04-29 15:42:15 -07:00
Shivam Mishra
59bae616cf feat: add UI for contact notes (#11358)
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-04-29 16:08:20 +05:30
Shivam Mishra
1a2e6dc4ee feat: integrate LeadSquared CRM (#11284) 2025-04-29 09:14:00 +05:30
Sivin Varghese
ef6949e32d fix: Hover issue with Linear issue popup (#11376) 2025-04-25 10:14:23 +05:30
Sivin Varghese
9194984091 fix: Alignment issue with logo in standard type bubble (#11364) 2025-04-24 21:57:52 +05:30
David Kubeš
ecc95478b9 feat: widget opened and closed events (#11240)
Fixes #9272

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-04-24 17:01:39 +05:30
Sivin Varghese
73f768e0bf fix: Handle slug validation errors in Help Center (#11368)
# Pull Request Template

## Description

This PR fixes an issue with slug validation in the Help Center portal
settings. Previously, users were able to create or update slugs with
invalid characters such as spaces, slashes, and special symbols, which
cause help center to crash.

With this update, slug creation and updates are now properly validated.
Only slugs that match the allowed pattern will be accepted. No spaces,
underscores, slashes, or special characters are allowed.

Examples: **user**, **user-guide**

---

Fixes
https://linear.app/chatwoot/issue/CW-4273/add-validation-for-help-centre-slugs

## 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/a2ca5e2104984f28b29539293ffed33a?sid=e5064cb8-6220-4c43-99da-242c25d32027


## 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
2025-04-24 16:58:05 +05:30
Muhsin Keloth
76bec9a3ff fix: Add missing 'hc' path segment after custom domain in article URLs (#11353) 2025-04-22 21:53:50 +05:30
Muhsin Keloth
e3bacd27d8 feat: Add custom domain to article URL if custom domain exists for the portal (#11349)
Portals can have custom domains. When inserting or previewing articles,
we consider the frontend URL. This PR fixes article URL generation to
properly include the portal's custom domain.
2025-04-22 20:54:09 +05:30
Sivin Varghese
9c711bab74 fix: Inconsistent widget bubble focus outline shape (#11345)
# Pull Request Template

## Description

This PR resolves the issue where the focus outline for the standard
bubble type appears as a square in Safari, while it appears circular in
Chrome.

Fixes
[CW-4252](https://linear.app/chatwoot/issue/CW-4252/v41-circle-around-campaign-pop-up-warped),
https://github.com/chatwoot/chatwoot/issues/11327

**Cause**
In Chrome, the focus outline for the standard bubble type is circular,
but in Safari, it appears square. This is due to a 20px margin on the
SVG inside the bubble.

**Solution**
The `20px` margin was removed from the SVG, fixing the focus outline to
appear circular in Safari browser.

## 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/cc4244f369f84b98afaef539b79abcfe?sid=e957df16-1a53-4349-8bdc-705b2ed82d45

### Screenshots
**Before** 

https://www.loom.com/share/e858417722c64df6801ea87e4b89779f?sid=81a0acec-c5f0-4daa-832c-1f23289e2352
<img width="100" alt="image"
src="https://github.com/user-attachments/assets/19c6b62c-96da-485b-9fe8-223065415369"
/>

**After**

https://www.loom.com/share/3946546382884a33a8fef89f81faf7c2?sid=feeaf18c-2b3d-4d4f-bcdf-70335b456dd1
<img width="100" alt="image"
src="https://github.com/user-attachments/assets/0e83d9e3-3153-47ef-9f2d-0a2f7270935c"
/>




## 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
2025-04-21 16:53:52 -07:00
Muhsin Keloth
0a394e16ca chore: Audit message characters across all channels (#11343)
- Audited message characters across all channels.
- Replaced `isAInstagramChannel` with `isAnInstagramChannel`
2025-04-21 14:46:51 +05:30
Muhsin Keloth
1531772365 chore: Migrated Instagram inbox warning style issues (#11332)
**Before**
![CleanShot 2025-04-17 at 22 53
28@2x](https://github.com/user-attachments/assets/00841dd1-ca1f-47b3-9972-6c9100bd2291)

![CleanShot 2025-04-17 at 22 53
46@2x](https://github.com/user-attachments/assets/648a4770-3aea-4b84-9456-6941744a4d65)


**After**
![CleanShot 2025-04-17 at 22 50
40@2x](https://github.com/user-attachments/assets/d37250fd-5400-4548-82f4-ab0c3b417b3a)
![CleanShot 2025-04-17 at 22 50
47@2x](https://github.com/user-attachments/assets/ca611297-8dd0-4bd9-b6b6-02660c252aa9)

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-04-21 14:17:39 +05:30
Sivin Varghese
c24a6dc74c fix: Prevent CC/BCC field reset on chat activity actions (#11342)
# Pull Request Template

## Description

This PR fixes the CC/BCC field reset issue on activity action.
Fixes
[CW-4256](https://linear.app/chatwoot/issue/CW-4256/emails-added-in-cc-and-bcc-disappears-when-you-click-on-assign-to-me),
#5234

### Cause of the Issue
Previously, the CC and BCC fields in the reply box were being reset
whenever a conversation activity occurred (such as assignment, status
change, etc.). This happened because watchers on the current chat
messages array and current chat object would trigger
`setCCAndToEmailsFromLastChat` even when the last message was an
activity or system message, not a real email.

### Solution

- The updated logic ensures that the CC and BCC fields are only set
under the following conditions:
   **1**. Switching to a new conversation.
**2**. In the same conversation, only if the last message is not an
activity (i.e., only for actual emails).

- It uses the `lastEmail` computed property, which filters out private
and activity messages, ensuring only real email context changes update
the fields.
- This prevents user-entered `CC/BCC` values from being cleared after
system events (e.g., assignments or status changes), while still
updating the fields correctly when relevant messages are received.

## Type of change

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

## How Has This Been Tested?

### Loom video
**Before**

https://www.loom.com/share/2ec50dd1c0ed4eaf9170465274bea41e?sid=cc8b88cb-fd39-473a-8df3-78a242c8407b

**After**

https://www.loom.com/share/17fd2d96d5d84a049dcbf20d401d2ada?sid=8949ad48-7769-49d2-92c5-267da8c60d6e



## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
2025-04-21 13:48:56 +05:30
Muhsin Keloth
97895db85e chore: Disable warnings old Instagram inbox for messenger conversations (#11329)
We have added warnings for existing Instagram messenger inboxes via
https://github.com/chatwoot/chatwoot/pull/11303. However, an issue arose
where warnings were incorrectly displaying for messenger conversations.
This PR resolves that issue.
2025-04-17 15:47:56 +05:30
Muhsin Keloth
ce55e80bb4 chore: Add the support for xml file in attachment (#11328)
# Pull Request Template

## Description

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

## Type of change

Please delete options that are not relevant.

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

## How Has This Been Tested?

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


## Checklist:

- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [ ] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
2025-04-17 14:31:52 +05:30
Sojan Jose
49715ebf2b chore: deprecate report_v4 feature flag and remove gating logic (#11320)
- deprecated report_v4 feature flag
- remove the gating logic so new reports is available by default
- make search_with_gin an internal feature flag
2025-04-17 08:52:56 +05:30
Muhsin Keloth
0b156f6d4e fix: Handle Instagram text and attachments as separate messages (#11315)
When we send text with attachments on Instagram, Instagram treats text
and attachments as separate messages. However, Chatwoot keeps them as a
single message. Since Instagram sends echo events for each message, this
can create duplicate messages in Chatwoot. To prevent this, we will send
text and attachments as separate messages.

---------

Co-authored-by: Pranav <pranav@chatwoot.com>
2025-04-16 20:46:47 +05:30
Sojan Jose
630826baed feat: Implement UI for Agent Bots in settings and remove CSML support (#11276)
- Add agent bots management UI in settings with avatar upload
- Enable agent bot configuration for all inbox types
- Implement proper CRUD operations with webhook URL support
- Fix agent bots menu item visibility in settings sidebar
- Remove all CSML-related code and features
- Add migration to convert existing CSML bots to webhook bots
- Simplify agent bot model and services to focus on webhook bots
- Improve UI to differentiate between system bots and account bots

## Video 





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

---------

Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
2025-04-16 18:02:49 +05:30
Sivin Varghese
72509f9e38 chore: Improve translation service with HTML and plain text support (#11305)
# Pull Request Template

## Description

This PR changes to translation to properly handle different content
types during translation.

### Changes

1. **Email translation with HTML support**
   - Properly detects and preserves HTML content from emails
   - Sets `mime_type` to 'text/html' when HTML content is present

2. **Email translation with plain text support**
   - Falls back to email text content when HTML is not available
- Sets `mime_type` to 'text/plain' when HTML is not available and
content type includes 'text/plain'

3. **Plain message with plain text support (Non email channels)**
   - Sets `mime_type` to 'text/plain' for non-email channels
- Fixes an issue where Markdown formatting was being lost due to
incorrect `mime_type`
   
**Note**: Translation for very long emails is not currently supported.

Fixes
https://linear.app/chatwoot/issue/CW-4244/translate-button-doesnt-work-in-email-channels

## 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?

**Loom video**

https://www.loom.com/share/8f8428ed2cfe415ea5cb6c547c070f00?sid=eab9fa11-05f8-4838-9181-334bee1023c4


## 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
2025-04-16 17:59:06 +05:30
Muhsin Keloth
c6d4bc5632 fix: Old Instagram inbox warnings (#11318)
We have added warnings for existing Instagram messenger inboxes via
https://github.com/chatwoot/chatwoot/pull/11303. There is an issue with
finding the correct Instagram/messenger inbox. This PR will fixes that
issue.
2025-04-16 16:30:32 +05:30
Shivam Mishra
5c00880857 fix: email expand color (#11314)
#### Before

![CleanShot 2025-04-16 at 12 40
57@2x](https://github.com/user-attachments/assets/da3a9acc-c7a9-496f-96b7-74e02cb479f4)

![CleanShot 2025-04-16 at 12 42
00@2x](https://github.com/user-attachments/assets/55cf40aa-1867-4062-acee-7d95b7d4a0bc)


#### After

![CleanShot 2025-04-16 at 12 40
36@2x](https://github.com/user-attachments/assets/a8ec4b03-a501-4f56-be7a-bddf7912ba1b)

![CleanShot 2025-04-16 at 12 42
16@2x](https://github.com/user-attachments/assets/fe47f492-69ab-4a0c-8dd7-979485742d9b)
2025-04-16 13:13:07 +05:30
Sivin Varghese
4da92bbc12 chore: Update PDF file text color from ruby to slate (#11313)
# Pull Request Template

## Description

This PR includes updating the PDF text color from Ruby to Slate for
improved readability

## How Has This Been Tested?

### Screenshots
**Before**

| Dark Mode | Light Mode |
| ------------- | ------------- |
| <img width="258" alt="image"
src="https://github.com/user-attachments/assets/6124c69d-8bf1-47f3-9a06-eeb21dbedbb2"
/> | <img width="258" alt="image"
src="https://github.com/user-attachments/assets/d0f2b90b-6796-45ae-a02a-05c07246d25c"
/> |


**After**

| Dark Mode | Light Mode |
| ------------- | ------------- |
| <img width="258" alt="image"
src="https://github.com/user-attachments/assets/c0285062-83b6-49d5-bdb0-2aebf977cf74"
/> | <img width="258" alt="image"
src="https://github.com/user-attachments/assets/6b153d45-ee8d-42ac-a863-0fa8b294a21b"
/> |


## 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
2025-04-16 13:05:36 +05:30
Muhsin Keloth
ad17887898 feat: Add warnings for existing instagram messenger channels (#11303) 2025-04-16 12:54:41 +05:30
Sivin Varghese
458bf1803e fix: Emoji rendering issue with <textarea/> in chrome (#11312)
# Pull Request Template

## Description

This PR resolves a Chrome-specific rendering bug where emojis in the
`<textarea>` of the reply box display a shadow or different color tone
when placed at the start of the input without a leading space.

**Solution:** Removed the border-radius from the textarea in the Reply
box component, which resolves the rendering issue in Chrome

**Cause:** This appears to be a Chrome rendering bug related to how
border-radius is handled on form elements, especially with emojis. The
exact cause is unclear, but there is some known issue
[Chromium Issue 40333458](https://issues.chromium.org/issues/40333458)
[Related Chromium
Duplicates](https://issues.chromium.org/issues/40333458/dupes)

## Type of change

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

## How Has This Been Tested?

### Screen recording

**Before**


https://github.com/user-attachments/assets/618de129-5631-4c7c-ab0b-7188b83c6bf1

**After**


https://github.com/user-attachments/assets/bb3adcbe-e603-4792-a8fd-51501d284c78





## 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
2025-04-16 12:21:28 +05:30
Shivam Mishra
1140ca7a78 fix: stale report value shown if summary fetch breaks (#11270)
This pull request includes several changes to better show the report
metrics fetching status on the dashboard. This also prevents showing
stale data in case fetching summary fails due to timeout or other issue

The most important changes include adding a new fetching status state to
the store called `summaryFetchingStatus`, updating the
`useReportMetrics` composable, and modifying the `ChartStats` component
to handle different fetching statuses.

#### Loading
![CleanShot 2025-04-09 at 13 49
35@2x](https://github.com/user-attachments/assets/575c9905-0bf7-4a6e-8709-026896dd95f8)

#### Finished
![CleanShot 2025-04-09 at 13 49
43@2x](https://github.com/user-attachments/assets/ef7f8cb3-ca34-4627-a954-ba23f156d2ff)

#### Failed
<img width="1512" alt="image"
src="https://github.com/user-attachments/assets/d521a785-9299-4e59-94dc-561a7a84377e"
/>

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-04-15 20:18:06 +05:30
Sivin Varghese
79fc5bb555 fix: Display error message on empty response from Captain (#11302) 2025-04-15 13:20:06 +05:30
Sivin Varghese
a1f61f0e21 fix: Hide message status for failed and deleted messages (#11294)
# Pull Request Template

## Description

This PR fixes the issue where a clock with animation is shown inside the
message bubble for failed and deleted messages. The message status is
now hidden for such messages.

## Type of change

Please delete options that are not relevant.

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

## How Has This Been Tested?

### Before
**Failed message bubble**
<img width="223" alt="image"
src="https://github.com/user-attachments/assets/bb4d7a34-4a1c-495a-9a3d-21d065bba020"
/>

**Deleted message bubble**
<img width="223" alt="image"
src="https://github.com/user-attachments/assets/ece8e2ff-c6d7-4fa7-b11c-04748bf9ea2d"
/>


### After
**Failed message bubble**
<img width="223" alt="image"
src="https://github.com/user-attachments/assets/6a6d81eb-52d9-48c3-bbc1-810b19770d61"
/>

**Deleted message bubble**
<img width="223" alt="image"
src="https://github.com/user-attachments/assets/828b553a-c88a-4a9e-9773-d75d76a9d0fd"
/>


## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
2025-04-14 15:56:16 +05:30
Muhsin Keloth
e0097ab102 chore: Centralize outgoing message reply restrictions for all the channels (#11279) 2025-04-12 08:52:12 +05:30
Pranav
50344a282b fix: Return new Array instead of freezed object (#11283)
Users who have not changed the order of the sidebar items were not able
to change it as the object returned was created using Object.freeze

To reproduce: 

- Create a new user account, open a conversation, try changing the order
of the sidebar items.
2025-04-11 13:02:16 +05:30
Shivam Mishra
73dcf539ed feat: allow role based filtering on the frontend (#11246)
This pull request introduces frontend role filtering to allStatusChat
getter. The key changes include the addition of a new helper function to
get the user's role, updates to the conversation filtering logic to
incorporate role and permissions, and the addition of unit tests for the
new filtering logic.

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-04-09 11:46:20 -07:00
Sivin Varghese
35d9dc925f chore: Remove sorting by phone_number from contact list (#11271) 2025-04-09 18:41:18 +05:30
Sivin Varghese
2d14f27d5b chore: Update date range picker with new theme colors (#11267) 2025-04-09 16:03:53 +05:30
Sivin Varghese
70a65e2c34 fix: Prevent mentions menu from triggering on reply mode change (#11264)
# Pull Request Template

## Description

**Issue:** When typing "@" in reply mode and then switching to private
note mode, the user mentions menu remains visible and cannot be
dismissed.

**Cause:** The Prose Mirror suggestion plugin for "@" was active in both
reply modes (normal and private). When triggered in normal reply mode
and then switching to private note mode, the menu would remain open and
couldn't be dismissed.

**Solution**
```
createSuggestionPlugin({
  trigger: '@',
  showMenu: showUserMentions,
  searchTerm: mentionSearchKey,
  isAllowed: () => props.isPrivate, // Only allow @ mentions in private note mode
}),
```
1. By setting `isAllowed: () => props.isPrivate`, the @ mention trigger
will only activate when in private note mode
2. In normal reply mode, the plugin won't activate at all since
`isAllowed` returns false
3. This prevents the menu from being triggered in the wrong context and
fix the scenario where the menu gets stuck.

## Type of change

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

## How Has This Been Tested?

### Loom video

**Before**

https://www.loom.com/share/5333f0c6498d4a9ea4d220b1de1b608c?sid=1425f24f-2c6f-4ff5-aab3-23c3203d2e05

**After**

https://www.loom.com/share/9f183c76d6a94b618a7c2aaed280b780?sid=19ef08b8-2b70-434b-ad5a-267410212e11

## 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
2025-04-09 15:25:46 +05:30
Sivin Varghese
e2d88dc1b8 fix: styles in ProseMirror URL prompt modal (#11256) 2025-04-08 12:38:28 +05:30
Sivin Varghese
d7590d0548 fix: Rendering issue with Pre-chat message (#11255) 2025-04-08 11:49:23 +05:30
Muhsin Keloth
d827e66453 feat: Instagram Inbox using Instagram Business Login (#11054)
This PR introduces basic minimum version of **Instagram Business
Login**, making Instagram inbox setup more straightforward by removing
the Facebook Page dependency. This update enhances user experience and
aligns with Meta’s recommended best practices.

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


## Why Introduce Instagram as a Separate Inbox?


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

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

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

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

---

## Implementation Plan

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

### Changes & Considerations

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

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


---

## Instagram Login Flow

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

---

## How to Test the Instagram Inbox

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


## Troubleshooting & Common Errors

### Insufficient Developer Role Error

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

### API Access Deactivated

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

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

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


## To-Do List

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

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2025-04-08 10:47:41 +05:30
Muhsin Keloth
ae0b68147e chore: Reply window fixes (#11242)
- Fixed the can reply window links.
- Added the supported file types for Instagram.
2025-04-04 13:03:41 +05:30
Muhsin Keloth
196bdf15af chore: Fix facebook inbox create button (#11237)
**Before**
![CleanShot 2025-04-03 at 14 59
33@2x](https://github.com/user-attachments/assets/9e6b28f9-e198-4bc9-8891-af3d6d6a0084)

**After**

![CleanShot 2025-04-03 at 16 51
22@2x](https://github.com/user-attachments/assets/5981d9c6-e645-47c8-bc46-2e488e30041e)
2025-04-03 17:25:34 +05:30
Muhsin Keloth
246deab684 feat: Instagram reauthorization (#11221)
This PR is part of https://github.com/chatwoot/chatwoot/pull/11054 to
make the review cycle easier.
2025-04-03 14:30:48 +05:30
Muhsin Keloth
7a24672b66 feat: Added the ability to create Instagram channel (#11182)
This PR is part of https://github.com/chatwoot/chatwoot/pull/11054 to
make the review cycle easier.
2025-04-03 13:57:14 +05:30
Pranjal Kushwaha
0dc2af3c78 feat: Ability to delete account for administrators (#1874)
## Description

Add account delete option in the user account settings.

Fixes #1555 

## Type of change

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


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

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


## Checklist:

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

---------

Co-authored-by: Sojan Jose <sojan@pepalo.com>
Co-authored-by: Sojan Jose <sojan.official@gmail.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-04-03 10:41:39 +05:30
Pranav
8bf2081aff feat: Add webhook event support for macros (#11235)
Fixes https://github.com/chatwoot/chatwoot/issues/5968

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

## Description

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

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

## Type of change

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


## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
2025-04-02 15:48:42 -07:00
Sivin Varghese
d7de73ce5f fix: Signup form validation issue with captcha handling (#11232)
# Pull Request Template

## Description

This PR improves password validation in the signup form and ensures
proper captcha handling during form submission.

**Changes:**  
1. Display an error message if the password is invalid.  
2. Disable the account creation button when the password is invalid.

Fixes https://linear.app/chatwoot/issue/CW-4199/signup-issues

## 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/d0ff04f12b98473e837b7f43af444f85?sid=04473cea-4717-4de8-b3fe-33ab0faed5e9


## 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
2025-04-02 15:19:58 -07:00
Sivin Varghese
f20a18b03f chore: Remove old buttons from Vue2 design (#11159) 2025-03-31 17:51:38 -07:00
Sivin Varghese
cc4d54becf chore: Update buttons in dashboard (#11145)
# Pull Request Template

## Changes

* Remove unused component `MaskedText.vue`
* Remove unused component `ContactIntro.vue`
* Remove unused `AddCustomViews.vue` component
* Update buttons in help center upgrade page
<img width="741" alt="image"
src="https://github.com/user-attachments/assets/f46b8ffa-ef74-4b83-95c1-83842844c4b7"
/>

* Update SLA view details button in reports page
<img width="419" alt="image"
src="https://github.com/user-attachments/assets/7db6bff6-9ba5-4c13-850f-b9d4dbb55489"
/>

* Update assign to me conversation action button
<img width="152" alt="image"
src="https://github.com/user-attachments/assets/587ee1fe-93c9-48e0-910a-390dd4eac1f2"
/>

* Update button in participants action
<img width="365" alt="image"
src="https://github.com/user-attachments/assets/50eb386f-882b-4277-ad61-d557893ac490"
/>
<img width="365" alt="image"
src="https://github.com/user-attachments/assets/3c64ed42-0203-43c6-9a26-8ad9465aa394"
/>

* Update the show more attributes button
<img width="365" alt="image"
src="https://github.com/user-attachments/assets/f2105a2f-8441-4d8b-b355-dfe97ce2e362"
/>

* Update SLA empty state
<img width="376" alt="image"
src="https://github.com/user-attachments/assets/55fd4376-6183-45c9-acb2-6ad5a6a58730"
/>

* Update create new label button from dropdown
<img width="376" alt="image"
src="https://github.com/user-attachments/assets/bb8226d0-795f-431f-8fe4-15d15ee1d695"
/>

* Update add macro button
<img width="382" alt="image"
src="https://github.com/user-attachments/assets/b6375402-5213-4041-841b-09c2157ed56a"
/>

* Update copy button
<img width="382" alt="image"
src="https://github.com/user-attachments/assets/f1929d63-f7ca-4eab-bfa8-716be2aa4be8"
/>

* Update the buttons in banner component
<img width="849" alt="image"
src="https://github.com/user-attachments/assets/bb86b498-ab8e-4a92-8c6a-60edcef0fd7b"
/>
<img width="838" alt="image"
src="https://github.com/user-attachments/assets/4bde00de-907e-49ac-9128-f364a90cd3c1"
/>

* Update table pagination buttons
<img width="968" alt="image"
src="https://github.com/user-attachments/assets/8d439af6-8126-4fad-a3fe-89b26a56f880"
/>
<img width="968" alt="image"
src="https://github.com/user-attachments/assets/a178b3d7-3385-4a2b-a0d7-35be9a25fd93"
/>

* Update filter chip buttons and dropdown colors
<img width="541" alt="image"
src="https://github.com/user-attachments/assets/7be1f418-82df-4db6-b265-4c185fc79f4b"
/>
<img width="541" alt="image"
src="https://github.com/user-attachments/assets/69110d75-85e9-4974-8c2a-e195b23a335c"
/>
<img width="173" alt="image"
src="https://github.com/user-attachments/assets/c8f5bc82-15b4-4f25-b7d4-35a9280ec7c6"
/>
<img width="565" alt="image"
src="https://github.com/user-attachments/assets/7dad1d00-784b-46eb-b823-e6e55d5f9dc8"
/>
<img width="565" alt="image"
src="https://github.com/user-attachments/assets/384a86ed-f45f-488c-b9aa-1f02b16c813d"
/>

---------

Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2025-03-31 17:21:32 -07:00
Sivin Varghese
4e58a2a91d feat: Upgrade page instead of banner (#11202)
# Pull Request Template

## Description

This PR will replace the upgrade banner with an upgrade page view.

## 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/0f2b4b09acdd4404bf3211184a470227?sid=7ed60a99-0299-4642-b907-2af8c4dcc643


## Checklist:

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

---------

Co-authored-by: Pranav <pranavrajs@gmail.com>
2025-03-28 02:28:17 -07:00
Sivin Varghese
001b25c92a fix: Reset recorder and attachments when switching chats (#11174)
# Pull Request Template

## Description

This PR will reset the recorder and clear attachments when switching
chats. It ensures that any ongoing recordings or attached files do not
persist across different conversations

Fixes
https://linear.app/chatwoot/issue/CW-4157/recorded-audio-is-being-preserved-between-conversations
https://github.com/chatwoot/chatwoot/issues/11136

## 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/6d6361650794426497467d6de1b4900d?sid=d856c540-1032-4ea2-8765-8704b76e8e1d


## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
2025-03-27 21:38:22 -07:00
Shivam Mishra
91fa68bbb5 fix: Fix typo in conversationStats/get (#11201) 2025-03-27 21:28:22 -07:00
Shivam Mishra
2fd54b8d9d feat: Use long debounce for larger accounts (#11200) 2025-03-27 21:11:19 -07:00