Commit Graph

360 Commits

Author SHA1 Message Date
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
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
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
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
Bruno Shiohei
91cd42583e fix: Removing repetitive name parameter in AgentsController (#11259)
Co-authored-by: Sojan Jose <sojan@pepalo.com>
2025-04-09 08:53:13 +05:30
Sojan Jose
1a78a9243f chore: Clean up report & knowledge base policies (#11234)
- 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
2025-04-03 16:00:32 -07:00
Muhsin Keloth
7a24672b66 feat: Added the ability to create Instagram channel (#11182)
This PR is part of https://github.com/chatwoot/chatwoot/pull/11054 to
make the review cycle easier.
2025-04-03 13:57:14 +05:30
Sojan Jose
ca83a27e95 chore(refactor): Improve conversation permission filtering (#11166)
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>
2025-03-31 19:30:02 -07:00
Muhsin Keloth
41d6f9a200 chore: Add cache to improve widget performance (#11163)
- Add dynamic importing for routes.
- Added caching for `campaign`, `articles` and `inbox_members` API end
points.

---------

Co-authored-by: Pranav <pranavrajs@gmail.com>
2025-03-24 16:04:49 -07:00
Pranav
d355801555 fix: Do not allow sending messages if merged contact has a duplicate session (#11152)
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.
2025-03-21 18:04:46 -07:00
Pranav
b34c526c51 feat(apps): Shopify Integration (#11101)
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>
2025-03-19 15:37:55 -07:00
Pranav
22331fb626 fix: Paginate attachments API (#11044)
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).
2025-03-07 13:56:10 -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
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
Sivin Varghese
abcff9883f feat: Order previous conversations by last activity (#10825) 2025-02-05 19:50:25 -08:00
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
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
d902bb1d6f fix: Remove duplicate contactable inbox in the conversation form (#10554)
---------

Co-authored-by: Pranav <pranavrajs@gmail.com>
2024-12-06 12:31:01 -08:00