## 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>
I've added the account_id filter to the
`get_agent_ids_over_assignment_limit` method. This optimization will
help the query leverage the existing composite index
`conv_acid_inbid_stat_asgnid_idx (account_id, inbox_id, status,
assignee_id)` for better performance.
**Before:**
```sql
HashAggregate (cost=224238.12..224256.27 rows=484 width=4)
Group Key: assignee_id
Filter: (count(*) >= 10)
-> Index Scan using index_conversations_on_inbox_id on conversations (cost=0.44..223963.67 rows=54891 width=4)
Index Cond: (inbox_id = ???)
Filter: (status = 0)
```
**After:**
```sql
GroupAggregate (cost=0.44..5688.30 rows=476 width=4)
Group Key: assignee_id
Filter: (count(*) >= 10)
-> Index Only Scan using conv_acid_inbid_stat_asgnid_idx on conversations (cost=0.44..5640.81 rows=5928 width=4)
Index Cond: ((account_id = ??) AND (inbox_id = ??) AND (status = 0))
```
This PR adds the foundation for account-level SAML SSO configuration in
Chatwoot Enterprise. It introduces a new `AccountSamlSettings` model and
management API that allows accounts to configure their own SAML identity
providers independently, this also includes the certificate generation
flow
The implementation includes a new controller
(`Api::V1::Accounts::SamlSettingsController`) that provides CRUD
operations for SAML configuration
The feature is properly gated behind the 'saml' feature flag and
includes administrator-only authorization via Pundit policies.
## Linear reference:
https://linear.app/chatwoot/issue/CW-4649/re-imagine-assignments
## Description
This PR introduces the foundation for Assignment V2 system by
implementing agent_capacity and their association with inboxes and
users.
## Type of change
- [ ] New feature (non-breaking change which adds functionality)
## 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
## 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>
This PR improves the voice call creation flow by simplifying
configuration and automating setup with Twilio APIs.
references: #11602 , #11481
## Key changes
- Removed the requirement for twiml_app_sid – provisioning is now
automated through APIs.
- Auto-configured webhook URLs for:
- Voice number callbacks
- Status callbacks
- twiML callbacks
- Disabled business hours, help center, and related options until voice
inbox is fully supported.
- Added a configuration tab in the voice inbox to display the required
Twilio URLs (to make verification easier in Twilio console).
## Test Cases
- Provisioning
- Create a new voice inbox → verify that Twilio app provisioning happens
automatically.
- Verify twiML callback
- Webhook configuration
- Check that both voice number callback and status callback URLs are
auto-populated in Twilio.
- Disabled features
- Confirm that business hours and help center options are
hidden/disabled for voice inbox.
- Configuration tab
- Open the voice inbox configuration tab → verify that the displayed
Twilio URLs match what’s set in Twilio.
## 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>
This PR adds support for automatic SSL issuance using Cloudflare when a
custom domain is updated.
- Introduced a cloudflare configuration. If present, the system will
attempt to issue an SSL certificate via Cloudflare whenever a custom
domain is added or changed.
- SSL verification is handled using an HTTP challenge.
- The job will store the HTTP challenge response provided by Cloudflare
and serve it under the /.well-known/cf path automatically.
How to test:
- Create a Cloudflare zone for your domain and copy the Zone ID.
- Generate a Cloudflare API token with the required SSL certificate
permissions.
- Set the Fallback Origin under SSL -> Custom HostName to the Chatwoot
installation.
- Add or update a custom domain and verify that the SSL certificate is
automatically issued.
---------
Co-authored-by: Sojan Jose <sojan@pepalo.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>
# Pull Request Template
## Description
The `auto_assignment` max_limits were being enforced even if the inbox
level `auto_assign` feature was disabled. This was because the
enterprise method was not verifying the feature status before returning
the available agents.
## 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?
- Tested locally
- Added Specs
## Checklist:
- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [x] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [x] Any dependent changes have been merged and published in downstream
modules
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>
- Enable jobs by default when a copilot thread or a message is created.
- Rename thread_id to copilot_thread_id to keep it consistent with the
model name
- Add a spec for search_linear_issues service
- Add API support for creating a thread
- Add API support for creating a message
- Remove uuid from thread (no longer required, we will use existing
websocket connection to send messages)
- Update message_type to a column (user, assistant, assistant_thinking)
Show captain messages under the name of the assistant which generated
the message.
- Add support for `Captain::Assistant` sender type
- Add push_event_data for captain_assistants
- Add activity message handler for captain_assistants
- Update UI to show captain messages under the name of the assistant
- Fix the issue where openAI errors when image is sent
- Add support for custom name of the assistant
---------
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
## Description
Add account delete option in the user account settings.
Fixes#1555
## Type of change
- [ ] New feature (non-breaking change which adds functionality)
## 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>
This pull request introduces several changes to implement and manage
usage limits for the Captain AI service. The key changes include adding
configuration for plan limits, updating error messages, modifying
controllers and models to handle usage limits, and updating tests to
ensure the new functionality works correctly.
## Implementation Checklist
- [x] Ability to configure captain limits per check
- [x] Update response for `usage_limits` to include captain limits
- [x] Methods to increment or reset captain responses limits in the
`limits` column for the `Account` model
- [x] Check documents limit using a count query
- [x] Ensure Captain hand-off if a limit is reached
- [x] Ensure limits are enforced for Copilot Chat
- [x] Ensure limits are reset when stripe webhook comes in
- [x] Increment usage for FAQ generation and Contact notes
- [x] Ensure documents limit is enforced
These changes ensure that the Captain AI service operates within the defined usage limits for different subscription plans, providing appropriate error messages and handling when limits are exceeded.
* chore: Move Pricing validation to on create
The previous validation was getting triggered on all transactions,
this would prevent login to existing users and session data need to be updated.
Opting for a less intrusive approach.
* chore: minore change
- adds an audit log when an agent is added or removed from a team
- adds an audit log when an agent is added or removed from an inbox
Co-authored-by: Sojan Jose <sojan@pepalo.com>
