23 Commits

Author SHA1 Message Date
Shivam Mishra
b75ea7a762 feat: Use resolved contacts as base relation for filtering (#12520)
This PR has two changes to speed up contact filtering

### Updated Base Relation

Update the `base_relation` to use resolved contacts scope to improve
perf when filtering conversations. This narrows the search space
drastically, and what is usually a sequential scan becomes a index scan
for that `account_id`

ref: https://github.com/chatwoot/chatwoot/pull/9347
ref: https://github.com/chatwoot/chatwoot/pull/7175/

Result: https://explain.dalibo.com/plan/c8a8gb17f0275fgf#plan


## Selective filtering in Compose New Conversation

We also cost of filtering in compose new conversation dialog by reducing
the search space based on the search candidate. For instance, a search
term that obviously can’t be a phone, we exclude that from the filter.
Similarly we skip name lookups for email-shaped queries.

Removing the phone number took the query times from 50 seconds to under
1 seconds

### Comparison

1. Only Email: https://explain.dalibo.com/plan/h91a6844a4438a6a 
2. Email + Name: https://explain.dalibo.com/plan/beg3aah05ch9ade0
3. Email + Name + Phone:
https://explain.dalibo.com/plan/c8a8gb17f0275fgf
2025-09-25 15:26:44 +05:30
Honza Sterba
8162473eb6 fix: Contact search by phone number (#10386)
# Pull Request Template

## Description

when filtering contacts by phone number a + is always added to the
begining of the query, this means that the filtering breaks if the
complete phone number with international code and + is entered

## Type of change

Please delete options that are not relevant.

- [X] 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.

Updated automated tests
Tested manually with contact filtering UI

## 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

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-09-22 18:59:30 +05:30
Pranav
9fb3053007 fix: Add support for named parameter templates in WhatsApp (#11198)
The expected payload on WhatsApp Cloud API is the following. 
```json
{ 
  "template": {
    "name": "TEMPLATE_NAME",
    "language": {
      "code": "LANGUAGE_AND_LOCALE_CODE"
    },
    "components": [
         "<NAMED_PARAMETER_INPUT>",
         "<POSITIONAL_PARAMETER_INPUT>"
     ]
  }
}
```
Named templates expect a `parameter_name`

```json
{
   "type": "body",
    "parameters": [
      {
        "type": "text",
        "parameter_name": "customer_name",
        "text": "John"
      },
      {
        "type": "text",
        "parameter_name": "order_id",
        "text": "9128312831"
      }        
    ]
}
```

In this PR, we would check if the template is a name template, then we
would send the `parameter_name` as well.

Reference: https://github.com/chatwoot/chatwoot/issues/10886
2025-03-28 14:07:03 -07:00
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
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
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
Muhsin Keloth
586552013e feat: Update the contact_type when creating or updating the contact (#9107)
* feat: Update location and country code when the contact create/update

* feat: Update the location and country_code when creating or updating the contact.

* chore: improve comments

* feat: Update the contact_type when the contact created/updated

* chore: add more specs

* chore: code cleanups

* chore: code cleanups

* Update contact_spec.rb

* Update inbox.rb

* Update sync_attributes_spec.rb

* chore: build fixes

* chore: check visitor type before update

* chore: review fixes
2024-03-15 10:55:40 +05:30
Pranav Raj S
3227cf7ff3 fix: Update query to support multiple tag conditions (#8054) 2023-10-05 10:47:42 +05:30
Pranav Raj S
ff915dd2ea fix: Avoid joining tables to fix the distinct value query (#7965)
DISTINCT query with custom attributes return an error. To avoid the error, this PR refactors the query to include tags only when it is required.

Fixes #7931
Fixes #7836

Co-authored-by: Sojan Jose <sojan@pepalo.com>
2023-09-22 19:48:56 -07:00
OMAR.A
1d8341504a fix: contacts count on filter (#7446)
- Fixes the wrong count shown during the contact filter when contact has multiple labels associated.
2023-07-26 17:31:04 +03:00
Tejaswini Chile
aa903a5da9 Fix: backend changes for custom attribute (#4830) 2022-06-13 11:58:54 +05:30
Tejaswini Chile
3158966241 Feat: automation rule based on contact conditions (#4230) 2022-03-29 17:29:34 +05:30
Tejaswini Chile
a7987d4d1c feat: Add date custom filter (#3892) 2022-02-04 13:14:20 +05:30
Sojan Jose
cf10f3d03b chore: Provider APIs for SMS Channel - Bandwidth (#3889)
fixes: #3888
2022-02-03 15:22:13 -08:00
Tejaswini Chile
fba7f40bee Fix: Custom filter distinct select (#3895) 2022-02-03 14:39:47 +05:30
Tejaswini Chile
a95d249ec1 Feat: Custom attribute advanced filter (#3818) 2022-01-31 13:36:44 +05:30
Fayaz Ahmed
d7cfe6858e feat: Add advanced contact filters (#3471)
Co-authored-by: Tejaswini <tejaswini@chatwoot.com>
Co-authored-by: Pranav Raj S <pranav@chatwoot.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2021-12-02 19:12:44 -08:00
Tejaswini Chile
330a97b5c5 Fix: contact filter values (#3456) 2021-11-24 12:58:00 +05:30
Tejaswini Chile
372bd75028 feat: Add filter APIs for Contacts and Conversations (#3264) 2021-11-01 12:27:04 +04:00
Sojan Jose
bd7aeba484 chore: Provider API prototype (#3112)
Enabling Support for Whatsapp via 360Dialog as a prototype for the provider APIs. 

Co-authored-by: Pranav Raj S <pranav@chatwoot.com>
2021-10-05 23:35:06 +05:30
Sojan Jose
ab54d9c629 chore: Upgrade rails and ruby versions (#2400)
ruby version: 3.0.2
rails version: 6.1.4
2021-08-03 20:11:52 +05:30
Nithin David Thomas
864471a21e feat: Create a new conversation from the contact panel (#2019)
* Chore: Improve button component styles
2021-04-16 20:31:07 +05:30
Sojan Jose
45e43b0b89 feat: Contactable Inboxes API (#2101)
- Add endpoint which lists inboxes through which a contact can be contacted
- Conversation creation API auto-creates contact_inbox for specific channels [ Twilio, email, api]
- Ability to send the initial message payload along with the conversation creation
- Fixes #1678 ( issue saving additional attributes for conversation )
2021-04-15 15:13:01 +05:30