Commit Graph

1148 Commits

Author SHA1 Message Date
Tanmay Deep Sharma
4014a846f0 feat: Add the frontend support for MFA (#12372)
FE support for https://github.com/chatwoot/chatwoot/pull/12290
## 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: 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: Sojan Jose <sojan@pepalo.com>
2025-09-18 21:16:06 +05:30
Shivam Mishra
8f4b252045 feat: allow searching captain responses [CW-5631] (#12463) 2025-09-18 14:44:56 +05:30
Vishnu Narayanan
9527ff6269 feat: Add support for labels in automations (#11658)
- Add support for using labels as an action event for automation
 - Fix duplicated conversation_updated event dispatch for labels
 

Fixes https://github.com/chatwoot/chatwoot/issues/8539 and multiple
issues around duplication related to label change events.
---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-09-18 14:17:54 +05:30
Tony Vincent
b0cf1e0f12 fix: Prevent inbox settings freeze on empty welcome_tagline (#12440)
# Pull Request Template

## Description

Fixes #12419 

## 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?

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.

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-09-16 15:30:09 +05:30
Sivin Varghese
4cc2f6d6ad chore: Assignment policy improvements (#12429)
# Pull Request Template

## Description

This PR includes:

1. Ensuring dropdowns always stay within the screen, with auto
top/bottom/left/right positioning.
2. Fixing the dropdown truncation issue.
3. Removing the display of IDs from dropdowns.
4. Increasing the width of the inbox limit input field.
5. Updating the position of the **Update** button in the agent
assignment edit page.

## 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/f20afc854edc42fab69a003f347d089b?sid=5e5f45f3-5950-46ff-b25c-0d1894daaede


## 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
2025-09-16 14:10:10 +05:30
Muhsin Keloth
458ed1e26d chore: Enable flexible whatsapp onboarding (Manual + Embedded Signup) options (#12344)
We recently introduced the WhatsApp Embedded Signup flow in Chatwoot to
simplify onboarding. However, we discovered two important limitations:
Some customers’ numbers are already linked to an Embedded Signup, which
blocks re-use. Tech providers cannot onboard their own numbers via
Embedded Signup.
As a result, we need to support both Manual and Embedded Signup flows to
cover all scenarios.

### Problem

- Current UI only offers the Embedded Signup option.
- Customers who need to reuse existing numbers (already connected to
WABA) or tech providers testing their own numbers get stuck.
- Manual flow exists but is no longer exposed in the UX

**Current Embedded Signup screen**
<img width="2564" height="1250" alt="CleanShot 2025-08-21 at 21 58
07@2x"
src="https://github.com/user-attachments/assets/c3de4cf1-cae6-4a0e-aa9c-5fa4e2249c0e"
/>

**Current Manual Setup screen**
<img width="2568" height="1422" alt="CleanShot 2025-08-21 at 22 00
25@2x"
src="https://github.com/user-attachments/assets/96408f97-3ffe-42d1-9019-a511e808f5ac"
/>


###  Solution

- Design a dual-path UX in the Create WhatsApp Inbox step that:
- Offers Embedded Signup (default/recommended) for new numbers and
businesses.
- Offers Manual Setup for advanced users, existing linked numbers, and
tech providers.

<img width="2030" height="1376" alt="CleanShot 2025-09-01 at 14 13
16@2x"
src="https://github.com/user-attachments/assets/6f17e5a2-a2fd-40fb-826a-c9ee778be795"
/>

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
2025-09-15 19:59:56 +05:30
Shivam Mishra
300d68f3f7 feat: SAML UI [CW-2958] (#12345)
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-09-15 19:33:54 +05:30
Sivin Varghese
ca579bd62a feat: Agent capacity policy Create/Edit pages (#12424)
# Pull Request Template

## Description

Fixes
https://linear.app/chatwoot/issue/CW-5573/feat-createedit-agent-capacity-policy-page

## Type of change

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

## How Has This Been Tested?

### Loom video

https://www.loom.com/share/8de9e3c5d8824cd998d242636540dd18?sid=1314536f-c8d6-41fd-8139-cae9bf94f942

### Screenshots

**Light mode**
<img width="1666" height="1225" alt="image"
src="https://github.com/user-attachments/assets/7e6d83a4-ce02-47a7-91f6-87745f8f5549"
/>
<img width="1666" height="1225" alt="image"
src="https://github.com/user-attachments/assets/7dd1f840-2e25-4365-aa1d-ed9dac13385a"
/>

**Dark mode**
<img width="1666" height="1225" alt="image"
src="https://github.com/user-attachments/assets/0c787095-7146-4fb3-a61a-e2232973bcba"
/>
<img width="1666" height="1225" alt="image"
src="https://github.com/user-attachments/assets/481c21fd-03b5-4c1f-b59e-7f8c8017f9ce"
/>


## 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

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-09-12 18:42:55 +05:30
Sivin Varghese
18a8e3db47 chore: Update Tehran timezone from GMT+04:30 to GMT+03:30 (#12427) 2025-09-12 17:42:07 +05:30
Sivin Varghese
59ba91473a feat: Agent capacity policy index page with CRUD actions (#12409) 2025-09-12 16:22:42 +05:30
Sivin Varghese
257df30589 feat: Agent assignment policy Create/Edit pages (#12400) 2025-09-10 20:02:11 +05:30
Sivin Varghese
55633ab063 feat: Agent assignment policy index page with CRUD actions (#12373)
# Pull Request Template

## Description

This PR incudes new Agent assignment policy index page with CRUD
actions.

Fixes
https://linear.app/chatwoot/issue/CW-5570/feat-assignment-policy-index-page-with-actions

## Type of change

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

## How Has This Been Tested?

### Loom

https://www.loom.com/share/17ab5ceca4854f179628a3b53f347e5a?sid=cb64e881-57fd-4ae1-921b-7648653cca33

### Screenshots

**Light mode**
<img width="1428" height="888" alt="image"
src="https://github.com/user-attachments/assets/fdbb83e9-1f4f-4432-9e8a-4a8f1b810d31"
/>


**Dark mode**
<img width="1428" height="888" alt="image"
src="https://github.com/user-attachments/assets/f1fb38b9-1150-482c-ba62-3fe63ee1c7d4"
/>
<img width="726" height="495" alt="image"
src="https://github.com/user-attachments/assets/90a6ad55-9ab6-4adb-93a7-2327f5f09c79"
/>


## 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: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-09-10 12:07:21 +05:30
Muhsin Keloth
0e1c3c5596 chore: Remove duplicate webhook section in twilio sms finish page (#12398)
**Before**
<img width="899" height="826" alt="CleanShot 2025-09-09 at 15 34 24"
src="https://github.com/user-attachments/assets/5ee82eb0-5ae9-4b5e-8659-1ac728692743"
/>
**After**
<img width="902" height="723" alt="CleanShot 2025-09-09 at 15 34 00"
src="https://github.com/user-attachments/assets/b460a2c4-ce28-4f25-9c93-1b2939e29ef1"
/>
2025-09-09 16:51:51 +05:30
micahmills
b989ca6397 feat: Agent language settings (#11222)
# Pull Request Template

## Description

This Pull Request will provide a language selector in the Profile
Settings for each user, and allows them to change the UI language per
agent, defaulting back to the account locale.

Fixes # #678 This does PR addresses the Dashboard view but does not
change the language of the agents emails

## Type of change

Please delete options that are not relevant.
- [X ] New feature (non-breaking change which adds functionality)

## How Has This Been Tested?

1. Go to an Agents Profile settings page
2. Select a language from the Language drop down
3. the UI will update to the new i18n locale
4. navigate through the UI to make sure the appropriate language is
being used
5. Refresh the page to test that the locale persists


270

- [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
- [X] Any dependent changes have been merged and published in downstream
modules
Checklist:.724.2708

---------

Co-authored-by: Sojan Jose <sojan@pepalo.com>
Co-authored-by: Pranav <pranav@chatwoot.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>
2025-09-09 14:27:36 +05:30
Sivin Varghese
ce1690eeb1 feat: Agent assignment index page (#12364) 2025-09-04 12:02:35 +05:30
Sivin Varghese
2320782f38 fix: UI issues with Instagram channel (#12355)
# Pull Request Template

## Type of change

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

## How Has This Been Tested?

### Screenshots

**Before**
<img width="1129" height="862" alt="image"
src="https://github.com/user-attachments/assets/4752a3d9-bbe1-497f-9488-572c65768f7c"
/>


**After**
<img width="1129" height="862" alt="image"
src="https://github.com/user-attachments/assets/ec8d5194-f279-4d23-b6df-9e99fce74e69"
/>



## 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
2025-09-02 19:52:51 +05:30
Sivin Varghese
b0112a2869 feat: Update Inbox/Team creation UI (#12305) 2025-09-02 14:11:38 +05:30
Sivin Varghese
8606aa1310 feat: Ability to filter contact based on labels (#12343)
# Pull Request Template

## Description

This PR add the ability to filter contact based on labels.

Fixes
https://linear.app/chatwoot/issue/CW-4001/feat-ability-to-filter-contact-based-on-labels

## Type of change

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

## How Has This Been Tested?

### Loom video

https://www.loom.com/share/f3d58d0fcee844b7817325a9a19929d3?sid=075b9448-7e6d-4180-af3c-9466fbf2138b


## 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
2025-09-02 12:35:18 +05:30
Sivin Varghese
d68ac25187 feat: Display notification count in sidebar inbox item (#12324) 2025-09-01 15:55:09 +05:30
Muhsin Keloth
99997a701a feat: Add twilio content templates (#12277)
Implements comprehensive Twilio WhatsApp content template support (Phase
1) enabling text, media, and quick reply templates with proper parameter
conversion, sync capabilities, and feature flag protection.

###  Features Implemented

  **Template Types Supported**

  - Basic Text Templates: Simple text with variables ({{1}}, {{2}})
  - Media Templates: Image/Video/Document templates with text variables
  - Quick Reply Templates: Interactive button templates
- Phase 2 (Future): List Picker, Call-to-Action, Catalog, Carousel,
Authentication templates

  **Template Synchronization**

- API Endpoint: POST
/api/v1/accounts/{account_id}/inboxes/{inbox_id}/sync_templates
  - Background Job: Channels::Twilio::TemplatesSyncJob
  - Storage: JSONB format in channel_twilio_sms.content_templates
  - Auto-categorization: UTILITY, MARKETING, AUTHENTICATION categories

 ###  Template Examples Tested


  #### Text template
```
  { "name": "greet", "language": "en" }
```
  #### Template with variables
```
  { "name": "order_status", "parameters": [{"type": "body", "parameters": [{"text": "John"}]}] }
```

  #### Media template with image
```
  { "name": "product_showcase", "parameters": [
    {"type": "header", "parameters": [{"image": {"link": "image.jpg"}}]},
    {"type": "body", "parameters": [{"text": "iPhone"}, {"text": "$999"}]}
  ]}
```
#### Preview

<img width="1362" height="1058" alt="CleanShot 2025-08-26 at 10 01
51@2x"
src="https://github.com/user-attachments/assets/cb280cea-08c3-44ca-8025-58a96cb3a451"
/>

<img width="1308" height="1246" alt="CleanShot 2025-08-26 at 10 02
02@2x"
src="https://github.com/user-attachments/assets/9ea8537a-61e9-40f5-844f-eaad337e1ddd"
/>

#### User guide

https://www.chatwoot.com/hc/user-guide/articles/1756195741-twilio-content-templates

---------

Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-08-29 16:13:25 +05:30
Muhsin Keloth
583a533494 fix: Remove whatsapp prefix from twilio phone number for QR code (#12314) 2025-08-27 21:27:47 +05:30
Muhsin Keloth
b18341ea6e feat: Add QR codes for WhatsApp, Messenger, and Telegram on inbox finish page (#12257)
Added QR code generation for multiple messaging platforms on the inbox
finish setup page. So users can scan QR codes to instantly test their
newly created channels.

**Supported Platforms**

  - **WhatsApp**: QR code for `https://wa.me/{phone_number}`
    - Supports both WhatsApp Cloud and Twilio WhatsApp inboxes
  - **Facebook Messenger**: QR code for `https://m.me/{page_id}`
    - All Facebook page inboxes
  - **Telegram**: QR code for `https://t.me/{bot_name}`
    - All Telegram bot inboxes

**How to test the changes**
You can test these changes by navigating to this URL
`{BASE_URL}/app/accounts/{account_id}/settings/inboxes/new/{inbox_id}/finish`
and simply replacing the inbox ID with one you've already created.

**Preview**

<img width="2432" height="1474" alt="CleanShot 2025-08-21 at 15 40
59@2x"
src="https://github.com/user-attachments/assets/4226133b-9793-48ca-bf79-903b7e003ef3"
/>

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
2025-08-27 11:53:03 +05:30
Sojan Jose
d48503bdcf feat(voice): Improved voice call creation flow [EE] (#12268)
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.
2025-08-22 13:38:23 +02:00
Sojan Jose
7fe94dc1a2 feat(voice): Call button on Contacts with inbox picker (#12218)
## Description
This introduces a reusable Call button used in the Contacts details
header (between Block contact and Send message) and
in the conversation contact panel. The button shows only when the
account has at least one Voice inbox and the contact
has a phone number. If multiple Voice inboxes are present, clicking
opens a picker modal; otherwise, a “Calling is under
development” toast is shown

> Actual wiring to functionality will available in follow up PRs

references: #11602 , #11481 

## Screens 

<img width="250" alt="Screenshot 2025-08-18 at 8 33 02 PM"
src="https://github.com/user-attachments/assets/d7a09a9d-8eff-4461-a75f-27854540c2a0"
/>
<img width="250" alt="Screenshot 2025-08-18 at 8 32 31 PM"
src="https://github.com/user-attachments/assets/682ae66e-dd5f-4750-9c30-0a210e120250"
/>
<img width="250" alt="Screenshot 2025-08-18 at 8 32 40 PM"
src="https://github.com/user-attachments/assets/7de0d753-eefc-4b7f-942b-ecca1964fcd7"
/>


## Test Cases

- Enable voice feature and create inboxes and test the cases for both
contact details view and contact card view in conversation
  - Details: 0 Voice inboxes → no Call button.
- Details: 1+ Voice inboxes, no phone number for contact → no Call
button.
- Details: 1 Voice inbox + phone number for contact → button visible;
click → toast.
- Details: >1 Voice inboxes + phone number for contact → click → modal →
choose → toast.

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-08-19 15:42:01 +05:30
Sivin Varghese
91d80004a6 chore: Improvements in scenarios (#12098)
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
2025-08-14 19:07:28 +05:30
Clairton Rodrigo Heinzen
b711bfd2ca feat: Add automation rule event conversation resolved (#9669)
# Description

add automation rule event conversation resolved

<img width="1552" alt="Captura de Tela 2024-06-22 às 21 25 39"
src="https://github.com/chatwoot/chatwoot/assets/471685/b3a64ebc-35c8-468c-a0e5-7974134a40f9">

---------

Co-authored-by: Sojan <sojan@pepalo.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-08-13 12:57:14 +05:30
Sivin Varghese
d908c880d2 chore: Replace Thumbnail with Avatar (#12119) 2025-08-11 15:47:17 +05:30
Petterson
fd28ed8d83 feat: add support to embedded whatsapp coexistence method (#12108)
This update adds support to the coexistence method to Embedded Whatsapp,
allowing users to add their existing whatsapp business number in order
to use it in both places(chatwoot and whatsapp business) at the same
time.

This update require some changes in the permissions for the Meta App, as
described in the Meta Oficial Docs, I'll leave this listed below:

- **history** — describes past messages the business customer has
sent/received
- **smb_app_state_sync** — describes the business customer's current and
new contacts
- **smb_message_echoes** — describes any new messages the business
customer sends with the WhatsApp Business app after having been
onboarded

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
Co-authored-by: Tanmay Deep Sharma <32020192+tds-1@users.noreply.github.com>
2025-08-08 18:28:50 +05:30
Tanmay Deep Sharma
d2583d32e9 feat: add reauth flow for wa embedded signup (#11940)
# 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

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-08-08 01:48:45 +05:30
Sivin Varghese
304c938260 fix: Styles issues with conversation card (#12107)
# Pull Request Template

## Description

This PR includes the following changes:

1. Fixes a couple of UI issues.
2. Moves all styles to inline classes.
3. Migrates the `ConversationCard.vue` component from the Options API to
the Composition API.


## Type of change

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

## How Has This Been Tested?

### Screenshots
**Before**
<img width="353" height="550" alt="image"
src="https://github.com/user-attachments/assets/070c9bf1-6077-48d8-832d-79037b794f42"
/>



**After**
<img width="353" height="541" alt="image"
src="https://github.com/user-attachments/assets/c54bf69c-d175-45cf-a6fe-9c7ab6f66226"
/>


## 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
2025-08-06 15:28:38 +05:30
Sivin Varghese
d5286c9535 fix: Installation name not showing (#12096) 2025-08-06 13:11:22 +05:30
Sivin Varghese
270f26e471 chore: Add new tab and copy link to conversation context menu (#12089)
# Pull Request Template

## Description

This PR includes the following enhancements to the conversation card
context menu:

1. **Added "Open in New Tab" and "Copy Conversation Link" options.**
* "Open in New Tab" allows users to quickly open a conversation in a
separate browser tab.
* "Copy Conversation Link" copies the conversation URL to the clipboard
for easy sharing.

2. **Enabled the context menu in Previous Conversations card** with
support for these two options.

Fixes
https://linear.app/chatwoot/issue/CW-4722/cannot-open-previous-conversations-in-a-new-tab

## 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/37b45d23c6804db292568d093b645ac0?sid=c3105971-f938-41bd-9f52-0f00d419d1b3


## 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 <pranav@chatwoot.com>
2025-08-04 15:22:20 -07:00
Sivin Varghese
53fce7be03 fix: Conditionally fetch limits and assistants for enterprise/cloud (#12099)
# Pull Request Template

## Description

### Issue

The Community Edition (CE) dashboard was making API requests to
enterprise-only endpoints, causing 404 errors:

* `/enterprise/api/v1/accounts/1/limits`
* `/api/v1/accounts/1/captain/assistants?page=1`

### Solution

1. Added conditional checks to prevent these calls.
2. Remove unused component
`app/javascript/dashboard/components/app/UpgradeBanner.vue`

Fixes
[CW-4695](https://linear.app/chatwoot/issue/CW-4695/440-ce-dashboard-calls-enterprise-urls),
https://github.com/chatwoot/chatwoot/issues/12023

## 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
- [ ] 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>
2025-08-04 15:06:58 -07:00
Sivin Varghese
65312744c7 chore: Update inbox view context menu (#12090)
# Pull Request Template

## Description

This PR updates the inbox view context menu to use the existing
conversation card context menu for consistency.

## Type of change

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

## How Has This Been Tested?

### Screenshots

**Before**
<img width="395" height="257" alt="image"
src="https://github.com/user-attachments/assets/88620d0c-99b4-480d-a9c3-89b78907dfc6"
/>
<img width="395" height="257" alt="image"
src="https://github.com/user-attachments/assets/e42523ba-f880-47c6-b3a0-131ffa41fb1b"
/>


**After**
<img width="395" height="257" alt="image"
src="https://github.com/user-attachments/assets/13cf7528-2c37-4077-9e66-7bd0e53df0d5"
/>
<img width="395" height="257" alt="image"
src="https://github.com/user-attachments/assets/8558f574-ef33-4b58-b0f7-fbddbcefe200"
/>


## 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

---------

Co-authored-by: Pranav <pranavrajs@gmail.com>
2025-08-04 14:45:36 -07:00
Sivin Varghese
c98c255ed0 chore: Update inbox view to perform better, added sidebar on inbox views (#12077)
# Pull Request Template

## Description

This PR includes improvements to Inbox view:

1. **Update the route to `:type/:id`**
Previously, we used `notification_id` in the route. This has now been
changed to use a more generic structure like `conversation/:id`, with
`type` set to `"conversation"`. This refactor allows future support for
other types like `contact`, making the route structure more flexible.
It also fixes a critical issue: when a notification is open and a new
notification arrives for the same conversation, the conversation view
used to close unexpectedly. This issue is now resolved.

2. **Migrate components from Options API to Composition API**
Both `InboxList.vue` and `InboxView.vue` have been updated to use the
Composition API with `<script setup>`.

3. **Auto-scroll inbox item into view when navigating**
When navigating through `InboxItemHeader`, the corresponding inbox item
now automatically scrolls into view and load more notifications


## 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

---------

Co-authored-by: Pranav <pranavrajs@gmail.com>
2025-07-31 16:14:04 -07:00
Sivin Varghese
86cb4fd809 chore: Improve layout styles (#12025)
# Pull Request Template

## Description

This PR fixes the layout overflow scroll issue and removes unused CSS.
It also optimizes the display of the Sidebar, Copilot Panel, and
Conversation Panel in the mobile view.
Additionally, it resolves a runtime console warning.

## Type of change

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

## How Has This Been Tested?

### Screencast


https://github.com/user-attachments/assets/7e8885fa-6174-4740-80f1-bb1cec6517fc




## 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: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-07-30 13:49:27 -07:00
Sivin Varghese
d9900e50a0 feat(cloud): Add support for viewing status of SSL in custom domains (#12011)
# Pull Request Template

## Description

Fixes
[CW-4620](https://linear.app/chatwoot/issue/CW-4620/rethinking-custom-domains-in-chatwoot)

<img width="642" height="187" alt="Screenshot 2025-07-29 at 8 17 44 PM"
src="https://github.com/user-attachments/assets/ad2f5dac-4b27-4dce-93ca-6cbba74443fb"
/>


## Type of change

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

## How Has This Been Tested?



## 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

---------

Co-authored-by: Vishnu Narayanan <iamwishnu@gmail.com>
Co-authored-by: Pranav <pranavrajs@gmail.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
2025-07-30 10:52:47 -07:00
Sivin Varghese
df4de508e7 feat: New Scenarios page (#11975) 2025-07-30 19:34:27 +05:30
Sivin Varghese
6fb762f96c chore: Migrate to next Switch component (#12005) 2025-07-23 13:56:17 +05:30
Muhsin Keloth
ab1ba1c4c7 feat: Add manual WhatsApp templates sync with UI (#12007)
Fixes https://github.com/chatwoot/chatwoot/issues/9600

**Summary**
- Added manual WhatsApp templates sync functionality accessible via UI
- Added refresh button in both inbox settings and template picker modal
- Enhanced template picker to always show for WhatsApp Cloud channels
(even when empty)


**Preview**

<img width="1456" height="798" alt="CleanShot 2025-07-22 at 14 15 28@2x"
src="https://github.com/user-attachments/assets/8a04ff26-61fa-42ee-a1b8-5e06433ae6e0"
/>


<img width="2376" height="1574" alt="CleanShot 2025-07-22 at 14 19
24@2x"
src="https://github.com/user-attachments/assets/1c772034-04ff-484d-88dd-ca8123e93065"
/>

---------

Co-authored-by: iamsivin <iamsivin@gmail.com>
2025-07-23 12:22:51 +04:00
Shivam Mishra
dc49ae2515 feat: Exclude account settings page from upgrade paywall (#11998)
This pull request includes a small change to the `Dashboard.vue` file.
The change adds `'general_settings_index'` to the list of route names
checked for inclusion.
2025-07-22 08:54:53 +04:00
Sivin Varghese
64ba23688b feat: New GuardRails and Response Guidelines edit page (#11932) 2025-07-16 21:52:25 +05:30
Sojan Jose
45d4d3660c feat: Add private note action to automations (#11926)
## Summary
- allow AutomationRule to accept `add_private_note` action
- support `add_private_note` in automation action service
- expose private note action in frontend constants and i18n
- test new automation rule action

## Testing
- `pnpm eslint
app/javascript/dashboard/routes/dashboard/settings/automation/constants.js`
- `bundle exec rubocop app/services/automation_rules/action_service.rb
app/models/automation_rule.rb
spec/services/automation_rules/action_service_spec.rb`
- `bundle exec rspec
spec/services/automation_rules/action_service_spec.rb`


------
https://chatgpt.com/codex/tasks/task_e_6870c5f7b8b88326a9bd60b2ba710ccd

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-07-16 09:57:35 +05:30
Aman Kumar
0ea616a6ea feat: WhatsApp campaigns (#11910)
# Pull Request Template

## Description

This PR adds support for WhatsApp campaigns to Chatwoot, allowing
businesses to reach their customers through WhatsApp. The implementation
includes backend support for WhatsApp template messages, frontend UI
components, and integration with the existing campaign system.

Fixes #8465

Fixes https://linear.app/chatwoot/issue/CW-3390/whatsapp-campaigns

## Type of change

- [x] New feature (non-breaking change which adds functionality)
- [ ] Bug fix (non-breaking change which fixes an issue)
- [ ] 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?

- Tested WhatsApp campaign creation UI flow
- Verified backend API endpoints for campaign creation
- Tested campaign service integration with WhatsApp templates
- Validated proper filtering of WhatsApp campaigns in the store

## 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
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules

## What we have changed:

We have added support for WhatsApp campaigns as requested in the
discussion.
Ref: https://github.com/orgs/chatwoot/discussions/8465

**Note:** This implementation doesn't exactly match the maintainer's
specification and variable support is missing. This is an initial
implementation that provides the core WhatsApp campaign functionality.

### Changes included:

**Backend:**
- Added `template_params` column to campaigns table (migration + schema)
- Created `Whatsapp::OneoffCampaignService` for WhatsApp campaign
execution
- Updated campaign model to support WhatsApp inbox types
- Added template_params support to campaign controller and API

**Frontend:**
- Added WhatsApp campaign page, dialog, and form components
- Updated campaign store to filter WhatsApp campaigns separately
- Added WhatsApp-specific routes and empty state
- Updated i18n translations for WhatsApp campaigns
- Modified sidebar to include WhatsApp campaigns navigation

This provides a foundation for WhatsApp campaigns that can be extended
with variable support and other enhancements in future iterations.

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
2025-07-16 09:04:02 +05:30
Tanmay Deep Sharma
61d10044a0 feat: Whatsapp embedded signup (#11612)
## 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)
![Screenshot 2025-06-09 at 11 21
08 AM](https://github.com/user-attachments/assets/1615fb0d-27fc-4d9e-b193-9be7894ea93a)


## 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:

![Screenshot 2025-06-09 at 7 48
18 PM](https://github.com/user-attachments/assets/34001425-df11-4d78-9424-334461e3178f)
![Screenshot 2025-06-09 at 7 48
22 PM](https://github.com/user-attachments/assets/c09f4964-3aba-4c39-9285-d1e8e37d0e33)
![Screenshot 2025-06-09 at 7 48
32 PM](https://github.com/user-attachments/assets/a34d5382-7a91-4e1c-906e-dc2d570c864a)
![Screenshot 2025-06-09 at 10 43
05 AM](https://github.com/user-attachments/assets/a15840d8-8223-4513-82e4-b08f23c95927)
![Screenshot 2025-06-09 at 10 42
56 AM](https://github.com/user-attachments/assets/8c345022-38b5-44c4-aba2-0cda81389c69)


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>
2025-07-14 21:37:06 -07:00
Sivin Varghese
18eb53acf4 feat: New Assistants Edit Page (#11920)
# Pull Request Template

## Description

Fixes https://linear.app/chatwoot/issue/CW-4602/assistants-edit-page

### Screenshots
<img width="1650" height="890" alt="image"
src="https://github.com/user-attachments/assets/f9834cd3-9cf3-4173-8d33-1aad04d8991e"
/>
<img width="1650" height="890" alt="image"
src="https://github.com/user-attachments/assets/a628328a-fdfd-4ee7-86b5-2a1945e0c114"
/>

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-07-12 17:02:10 +05:30
Sivin Varghese
1b02ebec68 fix: Approved FAQ not disappearing from pending list after filtering (#11909)
# Pull Request Template

## Description

This PR fixes an issue where approved FAQs were not removed from the
list when filtered by `pending` status.

**Fix:** Implemented real-time client-side filtering using a
`filteredResponses` computed property in `Index.vue`, updated all list
and selection logic to use it, and also hide the card toggle dropdown
button when the bulk action checkbox is selected.


## 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/216221a4910c44ebb1d49ab9e34c820c?sid=98c9c239-54eb-4bd9-b04d-aeccc55bfb3a

## 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

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-07-12 10:06:30 +05:30
Sivin Varghese
802f0694ed chore: Alphabetically sort inbox list on settings page (#11921)
# Pull Request Template

## Description

This PR updates the inbox list on the settings page to be sorted
alphabetically.

## Type of change

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

## How Has This Been Tested?

### Screenshot
<img width="222" height="463" alt="image"
src="https://github.com/user-attachments/assets/0caabeb1-b2bd-4072-a44f-e0ac5a52404d"
/>



## 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
2025-07-11 11:46:15 +05:30
Petterson
c553997af8 fix: Translate Priority and Messages types in Automations and Macros (#11741)
# Pull Request Template

## Description

With these fixes, I could improve some translations in portuguese, and
also I added some improvements to make some drowpdown values, that were
not translatable into translatable strings, into the Automations, Macros
and Custom Attributes page. I also fixed some typos.

Here are the main improvements.

- ~Fixed typo in portuguese into `Reports > Agents` page:~
~Before:

![image](https://github.com/user-attachments/assets/5a911108-76a6-4e54-82f1-1185c3e1981b)
After:

![image](https://github.com/user-attachments/assets/2a4fc5bf-3239-47b5-9113-ba66e0f44b9c)~

- Added the possibility to make the `Priority` and `Message types`
translatables in other languages, into Macros and Automations page. Also
added the same feature for Custom attributes page at `applies to` and
`type` fields:
Before:

![image](https://github.com/user-attachments/assets/d53b3e6d-be3e-4e02-9478-7d3121cc11cb)

![image](https://github.com/user-attachments/assets/28a7bffe-fe8b-43f6-8e30-9d62ab8adf14)

![image](https://github.com/user-attachments/assets/18a983c1-2db8-445d-a4cc-982beb88015a)

![image](https://github.com/user-attachments/assets/2be8b0f2-ed9e-4bac-aeb0-596533200da4)
After:

![image](https://github.com/user-attachments/assets/0fa904ae-7b48-4ce4-afb8-e0586c5624b7)

![image](https://github.com/user-attachments/assets/a524f119-9222-4e98-9cd7-2fca3303e8d5)

![image](https://github.com/user-attachments/assets/7062f277-e9c9-4473-980b-6ca2d6bdcefc)

![image](https://github.com/user-attachments/assets/0bb66f07-ee10-4833-b950-b9aa9441a312)

- ~Improve Bots page. In the Brazilian portuguese is very common and
widely used bots to refer to chatbots, using `robô` as a direct
translations sounds weird, `robô` is used more often when we are talking
about robots, not chatbots.
Before:

![image](https://github.com/user-attachments/assets/3966cc11-51f4-4e1a-bc81-ada2795408e8)
After:

![image](https://github.com/user-attachments/assets/c9ec0ad5-974e-40d9-9542-031db99839e2)~

- Added multiselect both `no options` and `Select` placeholder
translatable strings:
Before:

![image](https://github.com/user-attachments/assets/545641d4-87ae-4305-8adc-3b73bbaf2ab1)

![image](https://github.com/user-attachments/assets/8800c001-abe7-41bb-bd68-feb5db13b8f0)
After:

![image](https://github.com/user-attachments/assets/46748652-28f2-4ae3-9d20-55db1015aaae)

- Added `.pnpm-store` to `.gitignore`, when I'm using docker, the pnpm
always creates this folder into my root directory, so I imagine the same
could happens with others, so I fixed it.


## Type of change

Please delete options that are not relevant.

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

I've added some translations for my language (brazilian portuguese), so
i just switched the languages between the original in EN to PT_BR.

## 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
- [ ] 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: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-07-08 12:40:40 +05:30
Pranav
b72848513f fix: Show billing upgrade page if there is a mismatch in the user count (#11886)
Disable features/show billing upgrade for accounts with more users than
the one in the license.

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-07-06 19:30:27 -07:00