Commit Graph

1417 Commits

Author SHA1 Message Date
Phuong Nguyen
fcb91ab88a fix: Auto resolution flaky spec (#11964)
The test was failing because Current.contact was not being cleared when
testing system auto-resolution. Added Current.contact = nil to ensure
the system auto-resolution message is triggered instead of contact
resolution.

🤖 Generated with [Claude Code](https://claude.ai/code)

# 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: Claude <noreply@anthropic.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-09-25 19:36:38 +05:30
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
Pranav
47bdb6d2bb feat: Clean up email configuration for from and reply to emails (#12453)
We first added conversation continuity for the live chat widget, and
then carried the same logic over to email channels.

The problem was that this added a reply+conversationUUID@domain.com as
the reply-to for emails, which was unnecessary. For email channels, the
reply-to can just be the channel’s own email address.

That extra layer made things more complex than it needed to be. In this
PR, I’ve cleaned up the config so it’s simpler. The table below shows
how it’ll work going forward.

---

| Type | From Email | Reply To Email |
| -- | -- | -- |
| Standard IMAP, SMTP email channel | channel.email | channel.email |
| Google OAuth Email channel | channel.email | channel.email |
| Microsoft OAuth Email channel | channel.email | channel.email |
| Email forwarded to Chatwoot, brought their own SMTP | channel.email |
channel.email |
| Imap to fetch email, Use Chatwoot's SMTP | channel.email if verified
with Chatwoot's SMTP provider. Otherwise account support email |
channel.email |
| Email forwarded to Chatwoot, Use Chatwoot's SMTP | channel.email if
verified with Chatwoot's SMTP provider. Otherwise account support email
| channel.email |
| -- | --  | -- |
| Website Live Chat - Conversation Continuity Inbound Emails enabled|
Account Support Email | reply+{conversation-uuid}@{account_domain} |
| Website Live Chat - Conversation Continuity Inbound Emails disabled|
Account Support Email | Account Support Email |

Fixes https://github.com/chatwoot/chatwoot/issues/10614
Fixes https://github.com/chatwoot/chatwoot/issues/10521
Fixes https://github.com/chatwoot/chatwoot/issues/10300
Fixes https://github.com/chatwoot/chatwoot/issues/10091
Fixes https://github.com/chatwoot/chatwoot/issues/4890
Fixes https://github.com/chatwoot/chatwoot/issues/10676
Fixes https://github.com/chatwoot/chatwoot/issues/10756
Fixes https://github.com/chatwoot/chatwoot/issues/11515
Fixes https://github.com/chatwoot/chatwoot/issues/9471

---------

Co-authored-by: Sojan Jose <sojan@pepalo.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-09-24 11:36:53 -07:00
Shivam Mishra
d3cd647e49 feat: SAML feedback changes [CW-5666] (#12511) 2025-09-24 16:07:07 +05:30
Pranav
eadbddaa9f feat: Separate indexing with the search feature (#12503)
With this change, the indexing would be separate from the search, so you
need to enable indexing on the cloud and run it. It should start
indexing the messages to ElasticSearch/OpenSearch. Once indexing is
completed, we can turn on the feature for the customer.


Make sure that the following is done when you deploy.
Set POSTGRES_STATEMENT_TIMEOUT=600s before you run the indexing.

1. Make sure that the account with advanced_search has
advanced_search_indexing enabled
```rb
Account.feature_advanced_search.each do |account|
  account.enable_features(:advanced_search_indexing)
  account.save!
end
```

2. Enable indexing for all accounts with paid subscription.
```rb
Account.where("custom_attributes ->> 'plan_name' IN (?)", ['Enterprise', 'Startups', 'Business']).each do |account|
account.enable_features(:advanced_search_indexing)
  account.save!
end
```

3. Run indexing for all the messages.
```rb
Message.reindex
```

Co-authored-by: Vishnu Narayanan <iamwishnu@gmail.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-09-24 14:11:15 +05:30
Macoly Melo
e68522318b feat: Enable lock to single thread settings for Telegram (#12367)
This PR implements the **"Lock to Single Conversation"** option for
Telegram inboxes, bringing it to parity with WhatsApp, SMS, and other
channels.

- When **enabled**: resolved conversations can be reopened (single
thread).
- When **disabled**: new messages from a resolved conversation create a
**new conversation**.
- Added **agent name display** in outgoing Telegram messages (formatted
as `Agent Name: message`).
- Updated frontend to display agent name above messages in the dashboard
(consistent with WhatsApp behavior).

This fixes [#8046](https://github.com/chatwoot/chatwoot/issues/8046).

## Type of change

Please delete options that are not relevant.

- [ ] 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?

- Unit tests added in
`spec/services/telegram/incoming_message_service_spec.rb`
- Scenarios covered:
  - Lock enabled → reopens resolved conversation
  - Lock disabled → creates new conversation if resolved
  - Lock disabled → appends to last open conversation
- Manual tests:
  1. Create a Telegram conversation
  2. Mark it as resolved
  3. Send a new message from same user
  4.  Expected: new conversation created (if lock disabled)


## 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
- [ ] 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

## Additional Documentation

For full technical details of this implementation, please refer to:  

[TELEGRAM_LOCK_TO_SINGLE_CONVERSATION_IMPLEMENTATION_EN.md](./TELEGRAM_LOCK_TO_SINGLE_CONVERSATION_IMPLEMENTATION_EN.md)

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-09-24 11:35:14 +05:30
Muhsin Keloth
44fab70048 feat: Add support for grouped file uploads in Slack (#12454)
Fixes
https://linear.app/chatwoot/issue/CW-5646/add-support-for-grouped-file-uploads-in-slack

Previously, when sending multiple attachments to Slack, we uploaded them
one by one. For example, sending 5 images would result in 5 separate
Slack messages. This created clutter and a poor user experience, since
Slack displayed each file as an individual message.
This PR updates the implementation to group all attachments from a
message and send them as a single Slack message. As a result,
attachments now appear together in one grouped block, providing a much
cleaner and more intuitive experience for users.

**Before:** 
Each file uploaded as a separate Slack message.
<img width="400" height="800" alt="before"
src="https://github.com/user-attachments/assets/c8c7f666-549b-428f-bd19-c94e39ed2513"
/>

**After:** 
All files from a single message grouped and displayed together in one
Slack message (similar to how Slack natively handles grouped uploads).
<img width="400" height="800" alt="after"
src="https://github.com/user-attachments/assets/0b1f22d5-4d37-4b84-905a-15e742317e72"
/>

**Changes**

- Upgraded Slack file upload implementation to use the new multiple
attachments API available in slack-ruby-client `v2.7.0`.
- Updated attachment handling to upload all files from a message in a
single API call.
- Enabled proper attachment grouping in Slack, ensuring related files
are presented together.
2025-09-24 11:31:06 +05:30
Sojan Jose
114c25cae8 feat: Auto confirm user email when super admin make changes (#12418)
- If super admin updates a user email from super admin panel , it will
be confirmed automatically if confirmed at is present
- Also unconfirmed emails will be visible for super admins on dashboard

fixes: https://github.com/chatwoot/chatwoot/issues/8958
2025-09-23 20:14:02 +05:30
Tanmay Deep Sharma
36cbd5745e fix: Session controller to not generate auth tokens before mfa verification (#12487)
This PR is the fix for MFA changes, to not generate auth tokens without
MFA verification in case MFA is enabled for the account

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-09-23 19:13:47 +05:30
Shivam Mishra
2e108653ae feat: allow SP initiated SAML (#12447)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-09-23 18:29:16 +05:30
Eduardo Policarpo
46b75e1b03 feat(whatsapp): add optional phone_number_id parameter to media retrieval API (#11823)
## Description

This pull request introduces an optional parameter, `phone_number_id`,
to the WhatsApp API call responsible for retrieving media. The addition
of this parameter allows for greater flexibility when interacting with
the WhatsApp API, as it can now accommodate scenarios where specifying a
particular phone number ID is necessary. This change is backward
compatible and does not affect existing functionality if the parameter
is not provided.

Fixes # (issue)

## Type of change

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

## How Has This Been Tested?

The changes were tested locally by invoking the WhatsApp media retrieval
API with and without the `phone_number_id` parameter. Both scenarios
were verified to ensure that:

- When `phone_number_id` is provided, the API call includes the
parameter and functions as expected.
- When `phone_number_id` is omitted, the API call continues to work as
before, maintaining backward compatibility.

No errors or warnings were observed during testing, and all relevant
unit tests passed successfully.

## 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>
2025-09-23 09:16:59 +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
Shivam Mishra
8764ade161 feat: add SKIP_INCOMING_BCC_PROCESSING as internal config (#12484)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-09-22 17:52:56 +05:30
mix5003
0e41263f9c fix: Ensure messages go to correct conversation when receive multi user in 1 LINE webhook (#12322)
# Pull Request Template

## Description
Ensure messages go to correct conversation when receive multi user in 1
LINE webhook.
base on
[document](https://developers.line.biz/en/reference/messaging-api/#webhook-event-objects:~:text=There%20is%20not%20necessarily%20one%20user%20per%20webhook).
it said
```
There is not necessarily one user per webhook. 
A message event from person A and a follow event from person B may be in the same webhook.
```

this PR has 1 break changes.
In old version. when receive
[follow](https://developers.line.biz/en/reference/messaging-api/#follow-event)
event, it will create conversation with no messages.
After this PR. when receive follow event, it will not create
conversation, contact and messages

## 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)
- [x] 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?
add test case.
and follow event test by delete conversation, and block and unblock line
account

## 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
- [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: mix5003 <mix5003@debian.debian>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
2025-09-22 17:05:25 +05:30
Niranjan Patil
b28c08059f fix: Incorrect contact access in conversations listing (#11797)
# Pull Request Template

## Description

This PR fixes the incorrect contact access in conversations listing API.
Cause:

- `undefined method 'conversations' for nil` error because `@contact` is
not initialized

Solution:
- Using `@contact_inbox` to access `@contact`
- `@contact_inbox` is properly set in the parent controller's
`set_contact_inbox` method

Fixes
https://linear.app/chatwoot/issue/CW-4185/incorrect-contact-access-pattern-in

## Type of change

Please delete options that are not relevant.

- [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
- [ ] 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>
2025-09-22 17:05:11 +05:30
mix5003
b5deecc9f9 feat: Accept file attachment in line channel (#12321)
# Pull Request Template

## Description
This pull request allow LINE to receive files. 

## Type of change

Please delete options that are not relevant.

- [ ] 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?
add testcase. and test manually by myself.
in case you want to test in android, use native share method to share
files to LINE.
you can share more file types to LINE (native line share only send
image,video and audio).


## 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
- [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: mix5003 <mix5003@debian.debian>
Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-09-22 15:06:28 +05:30
Sojan Jose
98f4a6f797 chore: Ensure admin notification mailer specs are order agnostic (#12472)
## Summary
- update the admin notification base mailer spec to ignore ordering when
verifying administrator email addresses
- extend the channel and integrations admin notification mailer specs to
cover multiple administrators without relying on recipient order

------
https://chatgpt.com/codex/tasks/task_e_68cc7457cf788326a765f116ceab1732

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-09-19 16:37:57 +05:30
Tanmay Deep Sharma
239c4dcb91 feat: MFA (#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: Sojan Jose <sojan@pepalo.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-09-18 20:19:24 +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
Sojan Jose
44dc9ba18e feat: Allow detaching help center widget (#12459)
## Summary
- allow help center portals to clear their associated web widget


Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-09-17 22:27:50 +05:30
Shivam Mishra
7bc7ae5bc4 feat: setup invite to handle SAML enabled account [CW-5613] (#12439) 2025-09-17 19:33:38 +05:30
Pranav
cc21016e6d feat: Add support for customizing expiry of widget token (#12446)
This PR is part of https://github.com/chatwoot/chatwoot/pull/12259. It
adds a default expiry of 180 days for tokens issued on the widget. The
expiry can be customized based on customer requests and internal
security requirements.

Co-authored-by: Balasaheb Dubale <bdubale@entrata.com>
2025-09-16 12:41:05 +05:30
Shivam Mishra
7a453f50f4 feat: update users on SAML setup and destroy [CW-2958][CW-5612] (#12346) 2025-09-15 21:20:22 +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
Chatwoot Bot
3ad2c33220 chore: Update translations (#12371)
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Pranav <pranavrajs@gmail.com>
2025-09-12 14:33:40 -07:00
Pranav
16b98b6017 fix: Add account_id to the query to force using a better index (#12420)
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))
```
2025-09-11 22:27:38 -07:00
Sojan Jose
de5fb7a405 chore: remove unused telegram bot model (#12417)
## Summary
- remove unused TelegramBot model and its association
- drop obsolete telegram_bots table
2025-09-11 22:25:26 +05:30
Sojan Jose
55315089cf fix(delete_object_job): pre-purge heavy associations before destroy to prevent timeout (#12408)
Deleting large Accounts/Inboxes with object.destroy! can time out and
create heavy destroy_async fan-out; this change adds a simple pre-purge
that batch-destroys heavy associations first .

```
Account: conversations, contacts
Inbox: conversations, contact_inboxes
```

We use find_in_batches(5000), then proceeds with destroy!, reducing DB
pressure and race conditions while preserving callbacks and leaving the
behavior for non heavy models unchanged. The change is also done in a
way to easily add additional objects or relations to the list.


fixes:
https://linear.app/chatwoot/issue/CW-3106/inbox-deletion-process-update-the-flow
2025-09-11 18:43:36 +05:30
Tanmay Deep Sharma
e5b8dc251f fix: Assignment V2 controller fix (#12415) 2025-09-11 19:32:33 +07:00
Sojan Jose
81b401c998 fix: Add URL validation and rate limiting for contact avatar sync (#11979)
- Implement 1-minute rate limiting for contacts to prevent bombardment
- Add URL hash comparison to sync only when avatar URL changes
2025-09-10 20:08:06 +05:30
Shivam Mishra
79b93bed77 feat: SAML authentication controllers [CW-2958] (#12319) 2025-09-10 20:02:27 +05:30
Muhsin Keloth
7554156abe chore: Account switching issue in newly added accounts (#12403)
The system determines a user’s active account by checking the
`active_at` field in the `account_users` table and selecting the most
recently active account:

```ruby
def active_account_user
  account_users.order(active_at: :desc)&.first
end
```

This works fine when all accounts have a valid active_at timestamp.

**Problem**

When a user is added to a new account, the `active_at` value is NULL
(because the account has never been explicitly activated). Ordering by
active_at DESC produces inconsistent results across databases, since
handling of NULL values differs (sometimes treated as high, sometimes
low).

As a result:

- Mobile apps (critical impact): `/profile` returns the wrong account.
The UI keeps showing the old account even after switching, and
restarting does not fix it.
- Web app (accidentally works): Appears correct because the active
account is inferred from the browser URL, but the backend API is still
wrong.

**Root Cause**

- The ordering logic did not account for NULL `active_at`.
- New accounts without active_at sometimes get incorrectly prioritized
as the “active” account.

**Solution**

Explicitly ensure that accounts with NULL active_at are sorted after
accounts with real timestamps by using NULLS LAST:

```ruby
def active_account_user
  account_users.order(Arel.sql('active_at DESC NULLS LAST, id DESC'))&.first
end
```

- Accounts with actual `active_at` values will always be prioritized.
- New accounts (with NULL active_at) will be placed at the bottom until
the user explicitly activates them.
- Adding id DESC as a secondary ordering ensures consistent tie-breaking
when multiple accounts have the same `active_at`.
2025-09-10 14:12:22 +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
Sojan Jose
6bdd4f0670 feat(voice): Incoming voice calls [EE] (#12361)
This PR delivers the first slice of the voice channel: inbound call
handling. When a customer calls a configured voice
number, Chatwoot now creates a new conversation and shows a dedicated
call bubble in the UI. As the call progresses
(ringing, answered, completed), its status updates in real time in both
the conversation list and the call bubble, so
agents can instantly see what’s happening. This focuses on the inbound
flow and is part of breaking the larger voice
feature into smaller, functional, and testable units; further
enhancements will follow in subsequent PRs.

references: #11602 , #11481  

## Testing

- Configure a Voice inbox in Chatwoot with your Twilio number.
- Place a call to that number.
- Verify a new conversation appears in the Voice inbox for the call.
- Open it and confirm a dedicated voice call message bubble is shown.
- Watch status update live (ringing/answered); hang up and see it change
to completed in both the bubble and conversation
list.
- to test missed call status, make sure to hangup the call before the
please wait while we connect you to an agent message plays


## Screens

<img width="400" alt="Screenshot 2025-09-03 at 3 11 25 PM"
src="https://github.com/user-attachments/assets/d6a1d2ff-2ded-47b7-9144-a9d898beb380"
/>

<img width="700" alt="Screenshot 2025-09-03 at 3 11 33 PM"
src="https://github.com/user-attachments/assets/c25e6a1e-a885-47f7-b3d7-c3e15eef18c7"
/>

<img width="700" alt="Screenshot 2025-09-03 at 3 11 57 PM"
src="https://github.com/user-attachments/assets/29e7366d-b1d4-4add-a062-4646d2bff435"
/>



<img width="442" height="255" alt="Screenshot 2025-09-04 at 11 55 01 PM"
src="https://github.com/user-attachments/assets/703126f6-a448-49d9-9c02-daf3092cc7f9"
/>

---------

Co-authored-by: Muhsin <muhsinkeramam@gmail.com>
2025-09-08 22:35:23 +05:30
Shivam Mishra
76c110e60e fix: resolution count does not have account scope (#12370) 2025-09-04 18:04:00 +05:30
Shivam Mishra
33058b5f3f feat: add saml model & controller [CW-2958] (#12289)
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.
2025-09-03 13:30:42 -07:00
Shivam Mishra
ef4e287f0d fix: wrong resolution count in timeseries reports (#12261)
There was a fundamental difference in how resolution counts were
calculated between the agent summary and timeseries reports, causing
confusion for users when the numbers didn't match.

The agent summary report counted all `conversation_resolved` events
within a time period by querying the `reporting_events` table directly.
However, the timeseries report had an additional constraint that
required the conversation to currently be in resolved status
(`conversations.status = 1`). This meant that if an agent resolved a
conversation that was later reopened, the resolution action would be
counted in the summary but not in the timeseries.

This fix aligns both reports to count resolution events rather than
conversations in resolved state. When an agent resolves a conversation,
they should receive credit for that action regardless of what happens to
the conversation afterward. The same logic now applies to bot
resolutions as well.

The change removes the `conversations: { status: :resolved }` condition
from both `scope_for_resolutions_count` and
`scope_for_bot_resolutions_count` methods in CountReportBuilder, and
updates the corresponding test expectations to reflect that all
resolution events are counted.


## About timezone

When a timezone is specified via `timezone_offset` parameter, the
reporting system:

1. Converts timestamps to the target timezone before grouping
2. Groups data by local day/week/month boundaries in that timezone, but
the primary boundaries are sent by the frontend and used as-is
3. Returns timestamps representing midnight in the target timezone

This means the same events can appear in different day buckets depending
on the timezone used. For summary reports, it works fine, since the user
only needs the total count between two timestamps and the frontend sends
the timestamps adjusted for timezone.

## Testing Locally

Run the following command, this will erase all data for that account and
put in 1000 conversations over last 3 months, parameters of this can be
tweaked in `Seeders::Reports::ReportDataSeeder`

I'd suggest updating the values to generate data over 30 days, with
10000 conversations, it will take it's sweet time to run but then the
data will be really rich, great for testing.

```
ACCOUNT_ID=2 ENABLE_ACCOUNT_SEEDING=true bundle exec rake db:seed:reports_data
```

Pro Tip: Don't run the app when the seeder is active, we manually create
the reporting events anyway. So once done just use `redis-cli FLUSHALL`
to clear all sidekiq jobs. Will be easier on the system

Use the following scripts to test it

- https://gist.github.com/scmmishra/1263a922f5efd24df8e448a816a06257
- https://gist.github.com/scmmishra/ca0b861fa0139e2cccdb72526ea844b2
- https://gist.github.com/scmmishra/5fe73d1f48f35422fd1fd142ea3498f3
- https://gist.github.com/scmmishra/3b7b1f9e2ff149007170e5c329432f45
- https://gist.github.com/scmmishra/f245fa2f44cd973e5d60aac64f979162

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-09-03 15:47:16 +05:30
Pranav
e863a52262 chore: Update account deletion email copy (#12317)
Update the email copies for account deletion emails 

## Manual Deletion 

<img width="1378" height="678" alt="Screenshot 2025-08-29 at 2 41 40 PM"
src="https://github.com/user-attachments/assets/63d7ad97-ad51-4a8b-9ef3-d427fa467f8a"
/>

## Inactive Deletion

<img width="2946" height="1808" alt="image"
src="https://github.com/user-attachments/assets/bb50d08c-8701-4f93-af29-0b1d948a4009"
/>

---------

Co-authored-by: Cursor Agent <cursoragent@cursor.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
2025-08-31 16:01:41 +02:00
Sojan Jose
0a9edd4c3b ci(circleci): switch coverage reporting to Qlty orb (#12337) 2025-08-31 00:39:34 +05:30
Pranav
f4643116df feat: Run assignment every 15 minutes (#12334)
Currently, auto-assignment runs only during conversation creation or
update events. If no agents are online when new conversations arrive,
those conversations remain unassigned.

With this change, unassigned conversations will be automatically
assigned once agents become available. The job runs every 15 minutes and
uses a fair distribution threshold of 100 to prevent a large number of
conversations from being assigned to a single available agent. This will
be customizable later.
2025-08-29 15:10:56 -07:00
Sojan Jose
9145658597 chore: Refactor UTM params to stay compliant with standards (#12312)
We were using UTM params on various branding urls which weren't
compliant to standard utm params and hence were ignored by analytics
tooling. this PR ensures that the params stays compliant with defined
standard

ref: https://en.wikipedia.org/wiki/UTM_parameters

## Changes 

- updated utm tags on widget and survey urls
- added utm on helpcenter branding

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-08-29 11:46:52 -07:00
Pranav
0c2ab7f5e7 feat(ee): Setup advanced, performant message search (#12193)
We now support searching within the actual message content, email
subject lines, and audio transcriptions. This enables a faster, more
accurate search experience going forward. Unlike the standard message
search, which is limited to the last 3 months, this search has no time
restrictions.

The search engine also accounts for small variations in queries. Minor
spelling mistakes, such as searching for slck instead of Slack, will
still return the correct results. It also ignores differences in accents
and diacritics, so searching for Deja vu will match content containing
Déjà vu.


We can also refine searches in the future by criteria such as:
- Searching within a specific inbox
- Filtering by sender or recipient
- Limiting to messages sent by an agent


Fixes https://github.com/chatwoot/chatwoot/issues/11656
Fixes https://github.com/chatwoot/chatwoot/issues/10669
Fixes https://github.com/chatwoot/chatwoot/issues/5910



---

Rake tasks to reindex all the messages. 

```sh
bundle exec rake search:all
```

Rake task to reindex messages from one account only
```sh
bundle exec rake search:account ACCOUNT_ID=1
```
2025-08-28 10:10:28 +05:30
Tanmay Deep Sharma
1ba00075ce feat: Add BE changes for captain pdf support for faq generation (#12113) 2025-08-27 20:31:22 +05:30
Tanmay Deep Sharma
ad90deb709 feat: Add agent capacity controllers (#12200)
## 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>
2025-08-26 19:12:58 -07:00
Muhsin Keloth
7d6a43fc72 feat: Added the backend support for twilio content templates (#12272)
Added comprehensive Twilio WhatsApp content template support (Phase 1)
enabling text, media, and quick reply templates with proper parameter
conversion, sync capabilities.

 **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
  
 Front end changes is available via #12277

---------

Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-08-24 10:05:15 +05:30
Pranav
7f56cd92f8 chore: Update the prompts to include language of the account for FAQs (#12280)
There were customer reported issues with FAQs which were generated in a
different langauge than what they were expecting. The reason behind this
was that the language of the account was not considered in the prompt
provided. If the language of the content was say Spanish, and the
account locale was english. The output was not predicable. The output
depends on the model and the execution time.

This PR would update the prompt to behave consistently with the account
locale. Even though the content provided is in a different language, it
would generate FAQs in the account locale.

Changes:
- Updated the prompt to include a detailed expectation of the FAQs
quality along with the language
- Added specs for the services where the prompt generator is called.

Tested the prompt using Phoenix playground across GPT 5, GPT 4.1, GPT
4.0. The reasoning setting for GPT 5 needs to be low so that it doesn't
generate random questions like "What was this updated?"
2025-08-22 10:03:52 -07:00
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
Muhsin Keloth
35d0a7f1a7 feat: Add liquid template support for WhatsApp template parameters (#12227)
Extends liquid template processing to WhatsApp `template_params`,
allowing dynamic variable substitution in template parameter values.

Users can now use liquid variables in WhatsApp template parameters:

```
{
  "template_params": {
    "name": "greet",
    "category": "MARKETING",
    "language": "en",
    "processed_params": {
      "body": {
        "customer_name": "{{contact.name}}",
        "customer_email": "{{contact.email | default: 'no-email@example.com'}}"
      }
    }
  }
}

```

When the message is saved, {{contact.name}} gets replaced with the
actual contact name.

Supported Variables

- {{contact.name}}, {{contact.email}}, {{contact.phone_number}}
- {{agent.name}}, {{agent.first_name}}
- {{account.name}}, {{inbox.name}}
- {{conversation.display_id}}
- Custom attributes: {{contact.custom_attribute.key_name}}
- Liquid filters: {{ contact.email | default: "fallback@example.com" }}
2025-08-21 16:44:51 +05:30
Tanmay Deep Sharma
341487b93e feat: Add assignment policies controllers with jbuilder views (#12199)
## 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>
2025-08-18 19:15:21 -07:00