Commit Graph

535 Commits

Author SHA1 Message Date
Sojan Jose
2d51c26cc4 Merge branch 'develop' into feat/voice-channel 2025-07-17 01:21:29 -07:00
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
Sojan Jose
0a045ae2cc Remove unnecessary controller and helper changes
- Revert inboxes_controller.rb to develop version (voice handled in enterprise)
- Revert inboxes_helper.rb to develop version (voice handled in enterprise)
- Enterprise controller already provides voice channel support via prepend_mod_with pattern
- Eliminate redundant changes outside enterprise scope
2025-07-11 02:20:25 -07:00
Sojan Jose
bf4a596726 Merge develop into feat/voice-channel
- Resolved merge conflicts in Vue components
- Updated color scheme to use new n-slate tokens
- Preserved voice channel functionality including isPrivateNoteOnly
- Removed files that were deleted in develop
- Fixed ESLint errors in App.vue
- Fixed SCSS imports in CollaboratorsPage.vue
- Fixed duplicate voice channel entries in ChannelList and ChannelItem
- Moved voice channel to end of channel list
- Integrated with new component structure
2025-07-09 02:42:18 -07:00
Muhsin Keloth
01acbe3cda feat: Add user attribution to Linear integration with actor authorization (#11774)
- Add `actor=app` parameter to Linear OAuth authorization URL for
consistent app-level authorization
https://linear.app/developers/oauth-actor-authorization
- Implement user attribution for Linear issue creation and linking using
`createAsUser` and `displayIconUrl` parameters
- Enhance Linear integration to properly attribute actions to specific
Chatwoot agents

**Note**
- The displayIconUrl parameter is being sent correctly to Linear's
GraphQL API (verified through testing), but there is an issues with icon
is not attaching properly.
- We might need to disconnect the integration connect again.
2025-07-01 16:49:26 +05:30
Muhsin Keloth
14ba73fc63 fix: Revoke Linear OAuth token when integration is deleted (#11838)
When users delete the Linear integration from their Chatwoot dashboard,
the access token remains valid in Linear's system. This causes the
integration to still appear as connected in Linear's UI, even though
it's been removed from Chatwoot. Users need to manually disconnect from
Linear's side to fully remove the integration.


https://www.loom.com/share/5c102cbdf02e49bcb7a6fa6d409b531a?sid=0c664250-c867-4fc8-b44d-e1c1165337a7
2025-07-01 13:31:02 +05:30
Sojan Jose
bb1a4fc466 Merge branch 'develop' into feat/voice-channel 2025-06-26 22:13:17 -07:00
Shivam Mishra
b26862e3d8 feat: notion OAuth setup (#11765)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-06-26 19:16:06 +05:30
Sojan
bd84d1b17e Merge develop into feat/voice-channel
Resolved conflicts:
- Voice.vue: Keep modern composition API version from develop
- ChannelItem.vue: Add voice channel feature flag check
- inboxes_controller.rb: Use allowed_channel_types method
- schema.rb: Add account_id index for voice channels
- inboxMgmt.json: Fix voice channel translations
- Note: Voice channel logic in base files removed in develop (moved to enterprise)

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-06-25 16:04:27 -07:00
Sojan Jose
b7f2c151bf feat: Voice channel creation Flow (#11775)
This PR introduces a new channel type for voice conversations.

ref: #11481 

## Changes

- Add database migration for channel_voice table with phone_number and
provider_config
- Create Channel::Voice model with E.164 phone number validation and
Twilio config validation
- Add voice channel association to Account model
- Extend inbox helpers and types to support voice channels
- Add voice channel setup UI with Twilio configuration form
- Include voice channel in channel factory and list components
- Add API routes and store actions for voice channel creation
- Add comprehensive translations for voice channel management

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
2025-06-25 14:21:03 -07:00
Sojan
759fe0d3f6 Merge develop into feat/voice-channel
Resolved merge conflicts in:
- MessagesView.vue: Combined VoiceTimelineView component from voice channel feature with component list updates from develop
- actionCable.js: Merged call event handlers (incoming_call, call_status_changed) with copilot message event handler from develop
- message.rb: Combined voice call helper methods with send_update_event method from develop

All conflicts resolved while preserving functionality from both branches.
2025-06-20 00:02:50 -07:00
Shivam Mishra
f6dbbf0d90 refactor: use state-based authentication (#11690)
Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-06-18 17:39:06 +05:30
Muhsin Keloth
f4381e3b5d feat: Add activity messages for linear actions (#11654) 2025-06-13 11:57:11 +05:30
Shivam Mishra
35f06f30e7 feat: label reports overview (#11194)
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-06-11 14:35:46 +05:30
Pranav
8bc00f707b feat(ee): Add transcription support for audio messages (#11670)
<img width="419" alt="Screenshot 2025-06-03 at 4 25 37 PM"
src="https://github.com/user-attachments/assets/4b6ddd11-9b91-4981-a571-83746cc4d40b"
/>


Fixes https://github.com/chatwoot/chatwoot/issues/10182

---------

Co-authored-by: Sojan Jose <sojan@pepalo.com>
2025-06-05 18:29:37 -05:00
Sojan Jose
273c277d47 feat: Add conversation delete feature (#11677)
<img width="1240" alt="Screenshot 2025-06-05 at 12 39 04 AM"
src="https://github.com/user-attachments/assets/0071cd23-38c3-4638-946e-f1fbd11ec845"
/>


## Changes

Give the admins an option to delete conversation via the context menu

- enable conversation deletion in routes and controller
- expose delete API on conversations
- add delete option in conversation context menu and integrate with card
and list
- implement store action and mutation for delete
- update i18n with new strings

fixes: https://github.com/chatwoot/chatwoot/issues/947

---------

Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Pranav <pranavrajs@gmail.com>
2025-06-05 15:53:17 -05:00
raza-ak
513d954027 feat: Show active Contacts (#8243) 2025-06-04 21:52:13 +05:30
Shivam Mishra
e9a132a923 feat: auto resolve label option and fixes (#11541)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-06-04 14:53:24 +05:30
Sojan Jose
873cfa08d8 feat: Ability to reset api_access_token (#11565)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2025-05-29 14:42:13 +05:30
Shivam Mishra
b1120ae7fb feat: allow searching articles in omnisearch (#11558)
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-05-28 13:50:50 +05:30
Sojan Jose
ce6489b485 Merge branch 'develop' into feat/voice-channel 2025-05-27 16:49:02 -07:00
Daniel Jimenez
4b417ce9e7 feat: Update swagger to openapi 3.0.4, update request payloads with examples (#11374) 2025-05-22 14:26:44 +07:00
Pranav
a07f2a7c1b feat: Add support for search_conversations in copilot (#11520)
Earlier, we were manually checking if a user was an agent and filtering
their conversations based on inboxes. This logic should have been part
of the conversation permissions service.

This PR moves the check to the right place and updates the logic
accordingly.

Other updates:
- Add support for search_conversations service for copilot.
- Use PermissionFilterService in contacts/conversations, conversations,
copilot search_conversations.

---------

Co-authored-by: Sojan <sojan@pepalo.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-05-20 19:22:17 -07:00
Sivin Varghese
ccb3672ff8 fix: Status not updating when creating a Linear issue (#11523) 2025-05-20 16:04:56 +05:30
Sivin Varghese
d0611cb7f2 feat: Improve CSAT responses (#11485)
# Pull Request Template

## Description

This PR introduces basic customization options for the CSAT survey:

* **Display Type**: Option to use star ratings instead of emojis.
* **Message Text**: Customize the survey message (up to 200 characters).
* **Survey Rules**: Send surveys based on labels — trigger when a
conversation has or doesn't have a specific label.

Fixes
https://linear.app/chatwoot/document/improve-csat-responses-a61cf30e054e

## Type of change

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

## How Has This Been Tested?

### Loom videos

**Website Channel (Widget)**

https://www.loom.com/share/7f47836cde7940ae9d17b7997d060a18?sid=aad2ad0a-140a-4a09-8829-e01fa2e102c5

**Email Channel (Survey link)**

https://www.loom.com/share/e92f4c4c0f73417ba300a25885e093ce?sid=4bb006f0-1c2a-4352-a232-8bf684e3d757

## 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: Pranav <pranavrajs@gmail.com>
2025-05-16 14:18:52 +05:30
Sojan Jose
a4c7b73888 fix: Manage Twilio SMS channel via inbox API (#11457)
- Currently Chatwoot manages Twilio Inbox creation in a separate
controller , We want to move this to inboxes api so that we have a
unified API for inbox related changes

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-05-15 12:28:54 +05:30
Sojan
e06525181b chore: Clean up and add transcriptions 2025-05-13 03:50:41 -07:00
Sojan
3d29962969 chore: clean up 2025-05-11 15:57:17 -07:00
Sojan
7328e636ac Merge branch 'develop' into feat/voice-channel
# Conflicts:
#	db/schema.rb
2025-05-11 01:52:56 -07:00
Sojan
670cf689f5 chore: clean up twilio tokens controller 2025-05-11 01:25:40 -07:00
Sojan
aa4ef28e0e chore: fixes 2025-05-09 20:47:03 -07:00
Pranav
a57dfe4478 fix: Allow resource access without filter type in custom_filters API (#11445)
The custom filters API previously required a filter_type attribute, even
when accessing a resource by its ID, which isn’t necessary. This PR
removes that condition.

Fixes https://github.com/chatwoot/chatwoot/issues/11384
2025-05-08 20:12:05 -07:00
Shivam Mishra
c87b2109a9 feat: allow auto resolve waiting option (#11436) 2025-05-08 12:52:17 +05:30
Shivam Mishra
b533980880 feat: Add support for minutes in auto resolve feature (#11269)
### Summary

- Converts conversation auto-resolution duration from days to minutes
for more
granular control
- Updates validation to allow values from 10 minutes (minimum) to 999
days (maximum)
- Implements smart messaging to show appropriate time units in activity
messages

###  Changes

- Created migration to convert existing durations from days to minutes
(x1440)
- Updated conversation resolver to use minutes instead of days
- Added dynamic translation key selection based on duration value
- Updated related specs and documentation
- Added support for displaying durations in days, hours, or minutes
based on value

###  Test plan

- Verify account validation accepts new minute-based ranges
- Confirm existing account settings are correctly migrated
- Test auto-resolution works properly with minute values
- Ensure proper time unit display in activity messages

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-05-07 00:36:15 -07:00
Pranav
7cf051aba0 fix: Show campaigns only if the feature is enabled (#11420)
If the feature is disabled (manually or due to plan changes), the
customer cannot disable the existing campaigns. This PR would fix that.

Fixes
https://linear.app/chatwoot/issue/CW-3691/fix-disable-campaigns-on-plan-downgrade
2025-05-05 19:41:28 -07:00
Sojan
4e8a39f358 chore: fix conversation list status 2025-05-04 18:07:16 -07:00
Sojan
2f7c8f6cfc chore: Clean up some code andn simplify 2025-05-04 08:47:14 -07:00
Sojan
e8d3679aba chore: stop auto resoluving voice conversations 2025-05-04 07:36:25 -07:00
Sojan
4348c4ab87 chore: clean up voice message components 2025-05-04 05:00:20 -07:00
Sojan
196d7afccf Merge branch 'develop' into feat/voice-channel 2025-05-03 02:10:18 -07:00
Sojan
4c48a565f6 chore: code cleanup 2025-05-03 02:09:34 -07:00
Sojan
3692cde1a9 chore: inbound and outbound calls that work 2025-05-02 02:41:38 -07:00
Sojan Jose
970e76ace8 feat: API Endpoints to update message status (#11387)
- Added an api endpoint for update message status ( available only for
api inboxes )
- Moved message status management to a service. 
- Handles case where read status arrive before delivered 

fixes: #10314 , #9962
2025-04-29 15:33:11 -07:00
Sojan
3f0c01e166 chore: floating button for incoming call 2025-04-29 03:45:08 -07:00
Shivam Mishra
1a2e6dc4ee feat: integrate LeadSquared CRM (#11284) 2025-04-29 09:14:00 +05:30
Sojan
4c579bc71e fix: incoming call functionality in voice webhooks controller - Fix polymorphic association query for finding voice inbox - Fix contact and conversation creation with proper associations - Remove unnecessary verify_authenticity_token skip - Ensure proper validation and error handling for contact creation 2025-04-28 02:16:57 -07:00
Sojan
a7ff808d01 chore: floating call button 2025-04-28 01:08:03 -07:00
Sojan
8d660df4c4 feat: Add voice channel support for Chatwoot 2025-04-27 00:48:05 -07:00
Sojan Jose
630826baed feat: Implement UI for Agent Bots in settings and remove CSML support (#11276)
- Add agent bots management UI in settings with avatar upload
- Enable agent bot configuration for all inbox types
- Implement proper CRUD operations with webhook URL support
- Fix agent bots menu item visibility in settings sidebar
- Remove all CSML-related code and features
- Add migration to convert existing CSML bots to webhook bots
- Simplify agent bot model and services to focus on webhook bots
- Improve UI to differentiate between system bots and account bots

## Video 





https://github.com/user-attachments/assets/3f4edbb7-b758-468c-8dd6-a9537b983f7d

---------

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: Pranav <pranav@chatwoot.com>
2025-04-16 18:02:49 +05:30