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>
# 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>
- 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>
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
### 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>
- 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
- 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>
- Removes the portal_members table and all associated records
- Updates policies to use custom roles with knowledge_base_manage
permission
- Updates controllers, models, and views to work without portal
membership
- Adds tests for the new permission model
1. Add permission filter service to separate permission filtering logic
from conversation queries
2. Implement hierarchical permissions with cleaner logic:
- conversation_manage gives access to all conversations
- conversation_unassigned_manage gives access to unassigned and user's
conversations
- conversation_participating_manage gives access only to user's
conversations
---------
Co-authored-by: Pranav <pranav@chatwoot.com>
- Add dynamic importing for routes.
- Added caching for `campaign`, `articles` and `inbox_members` API end
points.
---------
Co-authored-by: Pranav <pranavrajs@gmail.com>
In this PR https://github.com/chatwoot/chatwoot/pull/11139, if there is
an attempt to create a duplication session for the contact in the same
inbox, we will anonymize the old session.
This PR would prevent sending messages to the older sessions. The
support agents will have to create a new conversation to continue
messages with customer.
This PR adds native integration with Shopify. No more dashboard apps.
The support agents can view the orders, their status and the link to the
order page on the conversation sidebar.
This PR does the following:
- Create an integration with Shopify (a new app is added in the
integrations tab)
- Option to configure it in SuperAdmin
- OAuth endpoint and the callbacks.
- Frontend component to render the orders. (We might need to cache it in
the future)
---------
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>
There are attachments with over 1000 attachments (unusual) in
production, and some of them timeout. This PR would limit the number of
attachments to 100 (which is sufficient for viewing the files in the
gallery, pagination on the UI can be added later).
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.
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
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>
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>
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>
The proxy method adds an extra slash even if the route param has the
character. It’s challenging to check the expected format on each route.
The simplest solution is to check if the route param begins with a
slash, and if not, append one.
NB: The existing tests are sufficient to cover this case. There’s no
need for an additional test to specifically test this.
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>
