Commit Graph

557 Commits

Author SHA1 Message Date
Pranav
bf5e4a92dd chore: Limit the number of articles retrieved by widget (#11095)
The UI displays only six articles, and this update introduces a per_page
parameter to control the number of articles returned per API call. The
value is capped between 1 and 100, with a default fallback if a lower
number is set.

This change is necessary due to high website traffic, where excessive
payloads are returned without adding value.

**Changes:** 
- Add index to status, account_id, portal_id, views.
- Add per_page param in the API.
- Update the code in the frontend to fetch only 6
2025-03-15 14:10:12 -07:00
Sojan Jose
586dc800bb chore: Move Twilio event processing to background job (#11094)
- Twilio events were being processed synchronously, leading to slow API
responses.
- This change moves Twilio event processing to a background job to
improve performance and align with how other events (e.g., WhatsApp) are
handled.

---------

Co-authored-by: Pranav <pranav@chatwoot.com>
2025-03-15 13:51:08 -07:00
Sojan Jose
29158e32fe chore: Logger for non-existent WhatsApp channels (#11064)
- Add a warning logger for cases where we are getting webhook events for
inactive numbers.
- Add config to discard events for inactive numbers so that the meta
will stop sending events

---------

Co-authored-by: Pranav <pranav@chatwoot.com>
2025-03-12 15:50:38 -07:00
Sojan Jose
6040e50265 chore: Ability to filter conversations with priority (#10967)
- Ability to filter conversation with priority

---------

Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-03-03 16:38:22 +05:30
Pranav
80c87da8c9 feat: Add new APIs for live reports with team filter (#10994)
This PR is part of the larger #10849 implementation and introduces a new
Live Reports API to provide real-time conversation metrics.

The /live_reports/conversation_metrics endpoint returns account-level or
team-level conversation statistics, including open, pending, unattended,
and unassigned conversation counts.

The /live_reports/grouped_conversation_metrics endpoint accepts a group
parameter, either team_id or assignee_id, and returns open and
unattended conversation counts based on the specified grouping.
2025-02-27 16:11:04 -08:00
Muhsin Keloth
12134f9391 feat: Linear OAuth 2.0 (#10851)
Fixes https://linear.app/chatwoot/issue/CW-3417/oauth-20-authentication
We are planning to publish the Chatwoot app in the Linear [integration
list](https://linear.app/docs/integration-directory). While we currently
use token-based authentication, Linear recommends OAuth2 authentication.
This PR implements OAuth2 support.

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2025-02-27 18:15:53 +05:30
Sojan Jose
43a4aa2366 feat: Ability to delete platform app from super admin (#10966)
- Add the ability to delete platform app from super admin.
2025-02-24 16:56:56 -08:00
Shivam Mishra
c88447c11f feat: invalidate cache after inbox members or team members update (#10869)
At the moment, when updating the inbox members, or team members the
account cache used for IndexedDB is not invalidated. This can cause
inconsistencies in the UI. This PR fixes this by adding explicit
invalidation after performing the member changes

### Summary of changes

1. Added a new method `add_members` and `remove_members` to both `team`
and `inbox` models. The change was necessary for two reasons
- Since the individual `add_member` and `remove_member` is called in a
loop, it's wasteful to run the cache invalidation in the method.
- Moving the account cache invalidation call in the controller pollutes
the controller business logic
2. Updated tests across the board

### More improvements

We can make a concern called `Memberable` with usage like
`memberable_with :inbox_members`, that can encapsulate the functionality

---

Related: https://github.com/chatwoot/chatwoot/issues/10578
2025-02-20 21:28:38 -08:00
Shivam Mishra
27f7e0921e feat: hide tokens and password on contact inbox payloads (#10888)
Contact Inbox object contained unnecessary attributes which will be removed under this PR.
2025-02-20 21:22:12 -08:00
Tarush Nagpal
11a7414dc0 feat: Upgrade Dyte apis to v2 (#10706)
# Pull Request Template

## Description

Dyte V1 API's are soon going to be deprecated, hence making sure we
update Chatwoot before that happens

Fixes #10704

## 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. Open a new or existing conversation from the inbox
2. Press the video call icon on the message composer
3. Verify that the message dialog shows up with the join video call
button
4. Verify that clicking on join call does join the call

## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] My changes generate no new warnings
- [ ] New and existing unit tests pass locally with my changes (Unable
to run this locally)

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-02-19 14:47:48 -08:00
Pranav
ccf890d855 fix: Handle JSON requests in DashboardController (#10910)
This is the error that is triggering a P0 incident in Chatwoot. 

```
DashboardController#index is missing a template for this request format and variant. request.formats: ["application/json"] request.variant: []
```

The user is calling `/app/accounts/api/v1/accounts/<account-id>/inboxes`. The URL is wrong, the requests are routed to dashboard controller as it starts with `/app/accounts`. The dashboard controller is not handling JSON requests and it creates errors. There are 312k errors over the last 2 years. Close to 50k during last 3 days.

This fix would return not_acceptable response to the attempts.
2025-02-15 09:32:50 -08:00
Sojan Jose
3fb77fe806 chore: Resolve flaky spec for Contact country sorting (#10810)
We have been encountering errors in the community pipeline for the
contacts sort by country spec. Upon investigation, it was discovered
that the spec assumes the country code is used for sorting. However, the
sorting actually relies on the country attribute.

The payload from a previous spec run indicates that none of the contact
objects include the country attribute. This fix addresses the issue by
aligning the spec with the actual implementation logic.

Here’s an example payload from the previous spec run for reference:
<img width="1063" alt="Screenshot 2025-01-31 at 6 17 44 PM"
src="https://github.com/user-attachments/assets/df9b26e8-c5d0-432a-9d2a-16f76cb66967"
/>
2025-02-03 16:54:13 +05:30
Pranav
d070743383 feat(ee): Add Captain features (#10665)
Migration Guide: https://chwt.app/v4/migration

This PR imports all the work related to Captain into the EE codebase. Captain represents the AI-based features in Chatwoot and includes the following key components:

- Assistant: An assistant has a persona, the product it would be trained on. At the moment, the data at which it is trained is from websites. Future integrations on Notion documents, PDF etc. This PR enables connecting an assistant to an inbox. The assistant would run the conversation every time before transferring it to an agent.
- Copilot for Agents: When an agent is supporting a customer, we will be able to offer additional help to lookup some data or fetch information from integrations etc via copilot.
- Conversation FAQ generator: When a conversation is resolved, the Captain integration would identify questions which were not in the knowledge base.
- CRM memory: Learns from the conversations and identifies important information about the contact.

---------

Co-authored-by: Vishnu Narayanan <vishnu@chatwoot.com>
Co-authored-by: Sojan <sojan@pepalo.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-01-14 16:15:47 -08:00
Muhsin Keloth
b5f4e8155b chore: Configure iOS universal linking (#10651)
- Moved `apple-app-site-association` to
`.well-known/apple-app-site-association`
https://docs.expo.dev/linking/ios-universal-links/#create-aasa-file
- Updated the paths pattern to accept conversation links only.
2025-01-08 21:25:11 +05:30
Pranav
4fd9bddb9d feat(v4): Add API to fetch aggregate reports for inboxes (#10604)
The Inbox Overview section is being updated to offer a more detailed
report, showing an overall view of the account grouped by inboxes. To
view detailed reports and access specific graphs for individual inboxes,
click on the inbox name to navigate to its dedicated report page.

---------

Co-authored-by: Sojan Jose <sojan@pepalo.com>
2024-12-19 14:47:19 -08:00
Shivam Mishra
b34dac7bbe feat: validate query conditions (#10595)
Query conditions can take in arbitrary values, this can cause SQL
errors. This PR fixes it
2024-12-17 17:16:37 +05:30
Pranav
10a0333980 feat(ee): Add copilot integration (v1) to the conversation sidebar (#10566) 2024-12-10 15:36:48 -08:00
Sivin Varghese
3edc0542cc fix: Fix issue with profile picture not updating (#10532)
This PR resolves the issue with updating the profile picture in the profile settings.

**Cause of issue**
The issue can be reproduced with the old `ProfileAvatar.vue` component.
While the exact reason is unclear, it seems related to cases where the
file might be `null`.

**Solution**
Replaced the old `ProfileAvatar.vue` with `Avatar.vue` and tested it. It
works fine. I’ve attached a loom video below.

Fixes https://linear.app/chatwoot/issue/CW-3768/profile-picture-bug

Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Pranav <pranavrajs@gmail.com>
2024-12-04 15:02:29 -08:00
Honza Sterba
76a4140224 fix: Feature flags are not be stored on account creation (#10387)
when creating an account via the platform API the feature flags do not get stored

Co-authored-by: Sojan Jose <sojan@pepalo.com>
2024-11-20 21:39:17 +08:00
Shivam Mishra
97d7b9d754 feat(ee): Setup @chatwoot/captain NPM library (#10389)
--- 
Co-authored-by: Sojan <sojan@pepalo.com>
Co-authored-by: Pranav <pranavrajs@gmail.com>
2024-11-11 17:39:09 -08:00
Sivin Varghese
a3855a8d1d feat(v4): Update the help center portal design (#10296)
Co-authored-by: Pranav <pranavrajs@gmail.com>
2024-10-23 22:09:36 -07:00
Shivam Mishra
f18ed01eb7 feat: use of imap login as default if present (#10249)
When moving form using Gmail Legacy auth to using OAuth, we need the
email address that will be used to connect. This is because we need to
store this email address in the cache and reuse when we get the callback
to find the associated inbox.

However there are cases where the imap login might be
`support@company.com` and the email used to communicate will be
`contact@company.com` (Probably an alias) In that case, we need to send
the correct email address to Chatwoot when re-authenticating

At the moment, we used the inbox email. This PR adds a check that
defaults to to `imap_login` if that is available and imap is enabled

This PR also fixes an unrelated problem where the email inbox creation
flow was not working

---

Tested it, it is working correctly

![CleanShot 2024-10-09 at 14 23
47@2x](https://github.com/user-attachments/assets/0e2cb6c8-1224-4b45-b34a-7b19611249bc)
2024-10-09 15:01:11 +05:30
Pranav
d79d9e8b46 fix: Include uncategorized articles in the all article section to allow edit/delete (#10153)
Fixes https://github.com/chatwoot/chatwoot/issues/9935
Fixes https://github.com/chatwoot/chatwoot/issues/8213

The articles were grouped by category, with locale being a derived
attribute from the category. If a category was deleted, the article
wouldn't appear on the dashboard. However, due to a bug, it would show
up in the uncategorized section on the public portal, leaving agents
unable to edit or update the article.

To address this issue, I've added a locale attribute directly to the
article. This attribute is automatically set from the category or the
portal's default locale if not supplied. The API parameters now use this
attribute to filter articles. As a result, the dashboard will display
articles even if they're not associated with a category, improving the
overall workflow.

**Main updates:** 
- Add locale attribute to the Article model. Add db migration to back
fill the data based on the above logic.
- Add a new scope search_by_locale and use it instead of
search_by_category_locale.
- Update the ERB template to include the locale filter.
- Move from `joins` to `left_outer_joins` to include the articles with
no categories.

---------

Co-authored-by: Sojan <sojan@pepalo.com>
2024-09-23 23:39:03 -07:00
Sojan Jose
fba73c7186 chore: Fix issue with deleting interactive messages (#10123)
- fix issue with deleting interactive messages
2024-09-16 21:05:39 -07:00
Muhsin Keloth
467700499b fix: message_type in widget conversation create end point (#10120)
The `before_type_cast` method sometimes returns a string for
`message_type`, creating inconsistencies in conversation create API
response.
2024-09-16 22:34:09 +05:30
Muhsin Keloth
5d52e4e0a6 revert: "fix: message_type inconsistency across message end points" (#10119)
Reverts chatwoot/chatwoot#10108
2024-09-16 20:00:11 +05:30
Muhsin Keloth
05b8486538 fix: message_type inconsistency across message end points (#10108)
The `before_type_cast` method sometimes returns a string for
`message_type`, creating inconsistencies in different payloads. This
pull request will remove all `before_type_cast` usage and replace it
with `to_i` methods.
2024-09-16 16:14:35 +05:30
Pranav
b9ff164041 fix: Remove draft articles from the help center search (#10116)
Limit the API to return only the published articles in public help
center API.

Fixes https://github.com/chatwoot/chatwoot/issues/10026
2024-09-16 15:47:44 +05:30
Sojan Jose
8d8ec23aa1 chore: [Snyk] Security upgrade rspec-rails from 6.1.4 to 6.1.5 (#10066)
![snyk-top-banner](https://github.com/andygongea/OWASP-Benchmark/assets/818805/c518c423-16fe-447e-b67f-ad5a49b5d123)

### Snyk has created this PR to fix 1 vulnerabilities in the rubygems
dependencies of this project.

#### Snyk changed the following file(s):

- `Gemfile`



<details>
<summary>⚠️ <b>Warning</b></summary>

```
Failed to update the Gemfile.lock, please update manually before merging.
```

</details>



#### Vulnerabilities that will be fixed with an upgrade:

|  | Issue | Score | 

:-------------------------:|:-------------------------|:-------------------------
![medium
severity](https://res.cloudinary.com/snyk/image/upload/w_20,h_20/v1561977819/icon/m.png
'medium severity') | Web Cache Poisoning
<br/>[SNYK-RUBY-RACK-1061917](https://snyk.io/vuln/SNYK-RUBY-RACK-1061917)
| &nbsp;&nbsp;**616**&nbsp;&nbsp;




---

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[//]: #
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---------

Co-authored-by: snyk-bot <snyk-bot@snyk.io>
2024-09-16 09:44:07 +05:30
Muhsin Keloth
528b984a8d feat: Extend upload API end point to support external images (#10062) 2024-09-05 10:42:54 +05:30
Muhsin Keloth
429d281501 fix: Handle OpenAI API errors (#9560) 2024-08-22 10:24:13 +05:30
Pranav
77b718c22c fix: Remove user.permissions, resolve it from accounts (#9990)
Remove the `user.permissions` field and resolve the permissions directly
from the accounts array in the user. This change ensures that the cache
or previous values from the last active account don't affect the
permissions.

In this PR: 
- Remove user.permissions usage, replace it with getUserPermissions
method.
- Remove json.permissions from user.json.jbuilder
2024-08-21 11:36:26 +05:30
Pranav
8696a4c135 chore: Use installation config URL for captain app URL (#9874)
Use `InstallationConfig.where(name: 'CAPTAIN_APP_URL')` instead of
`ENV.fetch('CAPTAIN_APP_URL', '')`
2024-08-02 13:17:55 +05:30
Sojan Jose
829bb842fd feat: Generate SSO URL in Chatwoot, move Captain to primary tab (#9871)
- Generate SSO URL in Chatwoot, move Captain to the primary tab

Co-authored-by: Pranav <pranavrajs@gmail.com>
2024-08-01 19:22:34 -07:00
Sojan Jose
0331815cc5 feat: Integration with Captain (alpha) (#9834)
- Integration with captain (alpha)

Co-authored-by: Pranav <pranavrajs@gmail.com>
2024-07-25 14:24:04 -07:00
Sojan Jose
46621b0983 chore: Add permissions to auth data (#9695)
This API change sets the foundation for an upcoming frontend update, transitioning from a role-based model to a permission-based model. This new approach will determine eligibility for various actions and UI elements based on specific permissions rather than roles, enhancing flexibility and security in user access management.
2024-06-28 12:52:48 -07:00
Shivam Mishra
da4b75a3af feat: add Google login flow and inbox creation (#9580)
This PR adds the following changes

1. Refactor `microsoft/callbacks_controller` to move common logic to
`oauth_callback_controller`, most of the logic is re-used for Google
2. Add UI components, `googleClient` and I18n entries for Google login
3. Add Google callback and inbox creation
4. Add a `joinUrl` utility along with specs (need to move it to utils)
5. Add `GoogleConcern`, `Google::AuthorizationsController` and
`Google::CallbacksController`

> Note: The UI is hidden for now, so we can merge this without any
hiccups, to enable it just revert the commit `05c18de`

### Preview


https://github.com/chatwoot/chatwoot/assets/18097732/1606d150-4561-49dc-838d-e0b00fe49ce3

### Linear Tickers

[CW-3370](https://linear.app/chatwoot/issue/CW-3370)
[CW-3371](https://linear.app/chatwoot/issue/CW-3371)

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2024-06-07 16:37:46 +05:30
Shivam Mishra
eafd3ae44d feat: new re-authorization flow for Microsoft (#9510)
This PR adds a cleaner re-authorization flow to Microsoft. This PR has
the following changes

1. Use `reauthorization_required` value for Microsoft Channel
2. Refactor `InboxReconnectionRequired` to reuse the `banner` component
3. Refactor `microsoft/Reauthorize.vue` to reuse
`InboxReconnectionRequired` component
4. Update `reauthorizable.rb` to update cache keys if the model has an
inbox
5. Update `microsoft/callbacks_controller.rb` to handle the
reauthorization case with a redirect to the inbox settings page if the
inbox already exists at the time of authorization.

## How Has This Been Tested?

- [x] Local Instance
- [ ] Staging Instance
- [x] Unit tests

## Pending Tasks

- [ ] ~Success Toast~ will do this in a follow-up PR with the screen

## Demo

The following video shows the whole process of creation and
re-authorization of the Microsoft channel


https://www.loom.com/share/e5cd9bd4439c4741b0dcfe66d67f88b3?sid=100f3642-43e4-46b3-8123-88a5dd9d8509

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2024-05-23 16:03:40 +05:30
Pranav
87d92f73d4 feat: Improve Report API performance (#9476)
- Re-write the methods for clarity
- Remove the dependency on the ReportHelper class.
- Remove n+1 queries in the average metric time series data.
2024-05-22 17:34:24 -07:00
Muhsin Keloth
023b3ad507 feat: Add APIs for linear integration (#9346) 2024-05-22 13:37:58 +05:30
Sojan Jose
d54492f7b5 chore: Add debug statement in spec (#9466)
- Add a debug statement to check the failed specs
2024-05-14 14:19:02 -07:00
Shivam Mishra
2ef767d60f feat: exporting contacts takes the filters into account (#9347)
- This PR allows contacts to be exported using the current filter in CRM view

Co-authored-by: Sojan Jose <sojan@pepalo.com>
2024-05-07 20:18:36 -07:00
jderecho
0d7773d88f feat: Draft through API for Cross-Device Support (#8018)
- Add APIs for cross-device message drafts

ref: #6890
2024-05-02 18:42:18 -07:00
Shivam Mishra
78f94511ff feat: add sitemap for help center (#9280)
* feat: start sitemap

* feat: add base url and last mod to sitemap

* fix: typo

* test: sitemap generation

* test: add draft articles

* fix: escape dots in regex matching

* feat: perpend protocol to the url

* feat: use ChatwootApp.help_center_root

* feat: don't parse the URL

* fix: function declaration
2024-04-26 21:36:39 +05:30
Shivam Mishra
bce2a07d03 feat: do not send contact details to the widget (#9223)
* refactor: use has_email instead of email

* feat: remove usage of details directly in forms

* test: update payload

* test: fix transcript test

* refactor: use computed hasEmail

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2024-04-12 15:30:07 +05:30
Red
9013450e00 fix: Fixes 9012 Cancelling Google OAuth signup redirects user to /auth/sign_in (#9022)
Overriding new_user_session action to avoid rendering error directly in webpage
2024-04-10 12:12:48 +05:30
Sojan Jose
18bfda35b3 chore: Fix agent API returning 500 error (#9193)
- We were using the @user object in the view, which wasn't available when using api_access_token.
- Also replaced the object to @agent and added additional specs to confirm the right object

fixes: https://linear.app/chatwoot/issue/CW-3185/agent-create-api-throwing-500-response
ref: https://discord.com/channels/647412545203994635/1219928138163949568/1219928138163949568
2024-04-04 19:44:47 +05:30
Pranav
f78f278e2f fix: Update validations for filter service (#8239)
- Refactor filter service for better readability and maintenance
- Add validations for the following:
   - If an invalid attribute is passed, a custom exception InvalidAttribute will be thrown.
   - If an invalid operator is passed, a custom exception InvalidOperator will be thrown.
   - If an invalid value (currently checking only null check), a custom exception InvalidValue will be thrown.

Fixes: https://linear.app/chatwoot/issue/CW-2702/activerecordstatementinvalid-pginvalidtextrepresentation-error-invalid
Fixes: https://linear.app/chatwoot/issue/CW-2703/activerecordstatementinvalid-pginvaliddatetimeformat-error-invalid
Fixes:  https://linear.app/chatwoot/issue/CW-2700/activerecordstatementinvalid-pgsyntaxerror-error-syntax-error-at-or


Co-authored-by: Sojan <sojan@pepalo.com>
2024-03-20 16:29:36 +05:30
Sojan Jose
3dae3ff3ad feat: Conversation update API for sla_policy_id (#8973)
- Add an endpoint for updating conversation attributes (priority / sla_policy_id )
- Swagger spec
- minor chores around the conversation API/spec

Fixes: https://linear.app/chatwoot/issue/CW-2100/feat-backend-api-to-update-the-sla-of-a-conversation
2024-03-14 17:22:32 +05:30
Sojan Jose
881d4bf644 feat: Add backend APIs for the bot metrics (#9031)
Co-authored-by: Pranav <pranav@chatwoot.com>
2024-03-01 08:20:20 -08:00