Commit Graph

419 Commits

Author SHA1 Message Date
Muhsin Keloth
5c560c7628 feat: WhatsApp enhanced templates front end changes (#12117)
Part of the https://github.com/chatwoot/chatwoot/pull/11997

Co-authored-by: Sojan Jose <sojan@pepalo.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
2025-08-12 18:53:19 +05:30
Shivam Mishra
4ebfae8b44 fix: date filter breaking in custom view (#12132)
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-08-08 17:56:49 +05:30
Sivin Varghese
d9900e50a0 feat(cloud): Add support for viewing status of SSL in custom domains (#12011)
# Pull Request Template

## Description

Fixes
[CW-4620](https://linear.app/chatwoot/issue/CW-4620/rethinking-custom-domains-in-chatwoot)

<img width="642" height="187" alt="Screenshot 2025-07-29 at 8 17 44 PM"
src="https://github.com/user-attachments/assets/ad2f5dac-4b27-4dce-93ca-6cbba74443fb"
/>


## Type of change

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

## How Has This Been Tested?



## 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: Vishnu Narayanan <iamwishnu@gmail.com>
Co-authored-by: Pranav <pranavrajs@gmail.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
2025-07-30 10:52:47 -07:00
Sivin Varghese
df4de508e7 feat: New Scenarios page (#11975) 2025-07-30 19:34:27 +05:30
Muhsin Keloth
ab1ba1c4c7 feat: Add manual WhatsApp templates sync with UI (#12007)
Fixes https://github.com/chatwoot/chatwoot/issues/9600

**Summary**
- Added manual WhatsApp templates sync functionality accessible via UI
- Added refresh button in both inbox settings and template picker modal
- Enhanced template picker to always show for WhatsApp Cloud channels
(even when empty)


**Preview**

<img width="1456" height="798" alt="CleanShot 2025-07-22 at 14 15 28@2x"
src="https://github.com/user-attachments/assets/8a04ff26-61fa-42ee-a1b8-5e06433ae6e0"
/>


<img width="2376" height="1574" alt="CleanShot 2025-07-22 at 14 19
24@2x"
src="https://github.com/user-attachments/assets/1c772034-04ff-484d-88dd-ca8123e93065"
/>

---------

Co-authored-by: iamsivin <iamsivin@gmail.com>
2025-07-23 12:22:51 +04:00
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
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
Alex808r
0d05a07aa7 fix: Prevent display_name reset when updating password (#10374)
Fixes #10372

---------
Co-authored-by: Pranav <pranavrajs@gmail.com>
2025-06-11 19:05:30 -04:00
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
Shivam Mishra
27bce50210 fix: Incorrect date parsing in matchesFilter (#11679)
The `matchesFilter` is a utility that checks the incoming payload
against a filter and returns `true` or `false`.
For the `greater_than` and `less_than` filter specifically, the date
parsing would fail when the timestamp was a 10 digit number.

This PR solves this by adding a `coerceToDate` method that tries to
parse the given value to a Date object as correctly as possible before
comparing.

Ref: https://github.com/chatwoot/utils/pull/53
2025-06-05 19:38:56 -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
Pranav
bae958334d feat: Update UI for Copilot (#11561)
- Updated UI for copilot
2025-06-02 22:02:03 -05:00
Shivam Mishra
07a39f4b42 feat: Enforce role permissions on filtered page (#11638)
Fixes: https://github.com/chatwoot/chatwoot/issues/11610

Demo:
https://www.loom.com/share/c9181b42619044379ba01e0ac913801d?sid=e306fe30-ce80-47ac-83e5-92132a99f464
2025-05-30 15:19:42 +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
Pranav
f42fddd38e feat: Add stores for copilotMessages and copilotThreads (#11603)
- Set up stores for copilotThreads and copilotMessages.
- Add support for upsert messages to the copilotMessages store on
receiving ActionCable events.
- Implement support for the upsert option.
2025-05-27 18:36:32 -06:00
Sivin Varghese
2ee63656e2 feat: Prevent saving preferences and status when impersonating (#11164)
This PR will prevent saving user preferences and online status when impersonating. Previously, these settings could be updated during impersonation, causing the user to see a different view or UI settings.

Fixes https://linear.app/chatwoot/issue/CW-4163/impersonation-improvements
2025-05-20 17:34:30 -07:00
Sivin Varghese
6b767dbe94 fix: Duplicate attachments when navigating back to a conversation (#11472)
# Pull Request Template

## Description

Fixes
[CW-4330](https://linear.app/chatwoot/issue/CW-4330/bug-attachments-in-gallery-view-gets-duplicated-when-you-navigate-back)

**Cause**
When navigating back to a previously viewed conversation, attachments
were being duplicated in the Gallery View. This occurred because the
`SET_ALL_ATTACHMENTS` mutation was appending new attachments to existing
ones `(attachments.push(...data))` instead of replacing them. Each time
a user returned to a conversation, the attachment list would grow,
showing duplicate images.

**Solution**
Updated the `SET_ALL_ATTACHMENTS` mutation to replace the entire
attachments array instead of appending to it. This change ensures
attachments are cleared before adding new ones when returning to a
previously viewed conversation, preventing duplicates.

## Type of change

- [x] Bug fix (non-breaking change which fixes an issue)

## How Has This Been Tested?

### Loom video

https://www.loom.com/share/b2472c07e95843f6879724b19ef89311?sid=eed42238-b4bc-4dbe-8ede-a25a13b4610d

## 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
- [ ] 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
2025-05-14 15:40:11 -07:00
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
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
Muhsin Keloth
c6d4bc5632 fix: Old Instagram inbox warnings (#11318)
We have added warnings for existing Instagram messenger inboxes via
https://github.com/chatwoot/chatwoot/pull/11303. There is an issue with
finding the correct Instagram/messenger inbox. This PR will fixes that
issue.
2025-04-16 16:30:32 +05:30
Muhsin Keloth
ad17887898 feat: Add warnings for existing instagram messenger channels (#11303) 2025-04-16 12:54:41 +05:30
Shivam Mishra
1140ca7a78 fix: stale report value shown if summary fetch breaks (#11270)
This pull request includes several changes to better show the report
metrics fetching status on the dashboard. This also prevents showing
stale data in case fetching summary fails due to timeout or other issue

The most important changes include adding a new fetching status state to
the store called `summaryFetchingStatus`, updating the
`useReportMetrics` composable, and modifying the `ChartStats` component
to handle different fetching statuses.

#### Loading
![CleanShot 2025-04-09 at 13 49
35@2x](https://github.com/user-attachments/assets/575c9905-0bf7-4a6e-8709-026896dd95f8)

#### Finished
![CleanShot 2025-04-09 at 13 49
43@2x](https://github.com/user-attachments/assets/ef7f8cb3-ca34-4627-a954-ba23f156d2ff)

#### Failed
<img width="1512" alt="image"
src="https://github.com/user-attachments/assets/d521a785-9299-4e59-94dc-561a7a84377e"
/>

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-04-15 20:18:06 +05:30
Shivam Mishra
73dcf539ed feat: allow role based filtering on the frontend (#11246)
This pull request introduces frontend role filtering to allStatusChat
getter. The key changes include the addition of a new helper function to
get the user's role, updates to the conversation filtering logic to
incorporate role and permissions, and the addition of unit tests for the
new filtering logic.

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-04-09 11:46:20 -07:00
Pranjal Kushwaha
0dc2af3c78 feat: Ability to delete account for administrators (#1874)
## Description

Add account delete option in the user account settings.

Fixes #1555 

## Type of change

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


![image](https://user-images.githubusercontent.com/40784971/110349673-edcc5200-8058-11eb-8ded-a31d15aa0759.png)

![image](https://user-images.githubusercontent.com/40784971/110349778-0c324d80-8059-11eb-9291-abfbffedde5e.png)


## Checklist:

- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my own 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: Sojan Jose <sojan@pepalo.com>
Co-authored-by: Sojan Jose <sojan.official@gmail.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-04-03 10:41:39 +05:30
Shivam Mishra
91fa68bbb5 fix: Fix typo in conversationStats/get (#11201) 2025-03-27 21:28:22 -07:00
Shivam Mishra
2fd54b8d9d feat: Use long debounce for larger accounts (#11200) 2025-03-27 21:11:19 -07:00
Shivam Mishra
9761214860 feat: Add debounce for meta query (#11195)
This PR combines the approaches in
https://github.com/chatwoot/chatwoot/pull/11190 and
https://github.com/chatwoot/chatwoot/pull/11187 to debounce the meta
request with a max wait time of 2.5 seconds With 500 concurrent users,
the theoretical limit with this is 720K requests per minute, if all of
them continuously receive websocket events.

The max wait of 2.5 seconds is still very generous, and we can easily
make it 2 seconds for smaller accounts and 5 seconds for larger
accounts.

```js
const debouncedFetchMetaData = debounce(fetchMetaData, 500, false, 200);
const longDebouncedFetchMetaData = debounce(fetchMetaData, 500, false, 5000);

export const actions = {
  get: async ({ commit, state: $state }, params) => {
    if ($state.allCount > 100) {
      longDebouncedFetchMetaData(commit, params);
    } else {
      debouncedFetchMetaData(commit, params);
    }
  },
  set({ commit }, meta) {
    commit(types.SET_CONV_TAB_META, meta);
  },
};

```

Related Utils PR: https://github.com/chatwoot/utils/pull/49
Here's the debounce in action

<img width="934" alt="image"
src="https://github.com/user-attachments/assets/5265a108-9c64-4488-9b4c-2e0d06aadc50"
/>

---------

Co-authored-by: Pranav <pranavrajs@gmail.com>
2025-03-27 19:41:02 -07:00
Pranav
4b4d9f8f7c fix: Update throttle for /meta endpoints, will call every 2s for small account, 10s for large accounts (#11190)
This update improves the throttling mechanism for conversation meta
requests to optimize server load and enhance performance. The changes
implement differentiated thresholds based on account size - a 2-second
throttle for small accounts (≤100 conversations) and a 10-second
throttle for large accounts (>100 conversations).

Fixes #11178
2025-03-26 14:59:39 -07:00
Shivam Mishra
50efd28d16 feat: Add support for frontend filtering of conversations (#11111)
This pull request includes significant changes to the filtering logic
for conversations in the frontend, here's a summary of the changes

This includes adding a `matchesFilters` method that evaluates a
conversation against the applied filters. It does so by first evaluating
all the conditions, and later converting the results into a JSONLogic
object that can be evaluated according to Postgres operator precedence

### Alignment Specs

To ensure the frontend and backend implementations always align, we've
added tests on both sides with same cases, for anyone fixing any
regressions found in the frontend implementation, they need to ensure
the existing tests always pass.

Test Case | JavaScript Spec | Ruby Spec | Match?
-- | -- | -- | --
**A AND B OR C** | Present | Present | Yes
Matches when all conditions are true | Present | Present | Yes
Matches when first condition is false but third is true | Present |
Present | Yes
Matches when first and second conditions are false but third is true |
Present | Present | Yes
Does not match when all conditions are false | Present | Present | Yes
**A OR B AND C** | Present | Present | Yes
Matches when first condition is true | Present | Present | Yes
Matches when second and third conditions are true | Present | Present |
Yes
**A AND B OR C AND D** | Present | Present | Yes
Matches when first two conditions are true | Present | Present | Yes
Matches when last two conditions are true | Present | Present | Yes
**Mixed Operators (A AND (B OR C) AND D)** | Present | Present | Yes
Matches when all conditions in the chain are true | Present | Present |
Yes
Does not match when the last condition is false | Present | Present |
Yes

---------

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>
2025-03-24 19:39:04 -07:00
Pranav
359b992683 chore: Reduce meta conversation API calls (#11116)
This PR would reduce the API calls if there are more than 100 total
conversations, we will throttle requests the number of requests.

Earlier this was 1000 total conversations.
2025-03-20 13:08:59 -07:00
Shivam Mishra
f67b20b203 feat: remove sentry log and allow same timestamp (#11100) 2025-03-18 15:08:28 +05:30
Pranav
7e54b13a8b feat: Add live report for teams (#10849) 2025-03-12 16:03:09 -07:00
Shivam Mishra
00556bd55a feat: ignore out of sync messages (#11058)
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-03-12 14:48:05 +05:30
Vishnu Narayanan
616bbced9c feat: allow copilot use without connecting an inbox (#10992)
This PR allows Copilot to be used without connecting the Captain assistant to an inbox. Currently, if Captain is enabled on an account, it takes over conversations and responds directly to users. This PR enables the use of Captain as a Copilot without allowing it to respond to users. Additionally, it allows using a different assistant for Copilot instead of the default Captain assistant.

The selection logic for the Copilot assistant follows this order of preference:

- If the user has selected a specific assistant, it takes first preference for Copilot.
- If the above is not available, the assistant connected to the inbox takes preference.
- If neither of the above is available, the first assistant in the account takes preference.
2025-02-28 15:20:39 -08:00
Sivin Varghese
6eecd84b22 feat: Add support for bulk action for Captain FAQs (#10905)
Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Pranav <pranavrajs@gmail.com>
2025-02-27 17:05:33 -08:00
Pranav
0a2fd7b1f4 feat: Allow users to see heatmap for last 30 days (#10848)
<img width="989" alt="Screenshot 2025-02-05 at 6 34 12 PM"
src="https://github.com/user-attachments/assets/ae811842-23f7-4bbc-8a42-7cbe4849d287"
/>

View heatmaps for last 30 days based on the filter.
2025-02-19 14:54:15 -08:00
Shivam Mishra
84822a013a fix: inconsistent reply box cc update (#10799)
This PR target two issues

### CC & BCC not updated correctly

When moving from one conversation to another, the store may not have the
list of all the messages. A fetch is subsequently made to get the
messages. However, this update does not trigger the `currentChat`
watcher. This PR fixes it by adding a new watcher on
`currentChat.messages`.

We also update the `setCCAndToEmailsFromLastChat` method to reset the
`cc`, `bcc` and `to` fields if the last email is not found. This ensures
that the data is not carried forward from a previous email

Fixes: https://github.com/chatwoot/chatwoot/issues/10477

### To address are not added correctly to the `CC`

If the `to` address of a previous email has multiple recipient, there
was no case to add them to the CC.

Fixes: https://github.com/chatwoot/chatwoot/issues/8925

---

Depends on: https://github.com/chatwoot/utils/pull/41
2025-02-11 17:45:59 +05:30
Sivin Varghese
bd94e5062d chore: Search improvements (#10801)
- Adds pagination support for search.
- Use composition API on all search related component.
- Minor UI improvements.
- Adds missing specs

Loom video
https://www.loom.com/share/5b01afa5c9204e7d97ff81b215621dde?sid=82ca6d22-ca8c-4d5e-8740-ba06ca4051ba
2025-02-03 19:34:50 +05:30
Sivin Varghese
c3aab44b5f feat: Add unread badge to sidebar for inbox view (#10803)
# Pull Request Template

## Description

This PR adds a badge to the icon in the sidebar group header and an
unread highlight for the inbox view.

## Type of change

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

## How Has This Been Tested?

**Loom video**

https://www.loom.com/share/1a880aa16de249a1836b8d014325c067?sid=87cc7b64-667b-4066-8993-d33abccf7b67


## 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
- [x] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
2025-01-31 15:14:10 +05:30
Pranav
cb42be8e65 feat(v4): Update the report pages to show aggregate values (#10766)
This PR updates the report pages for agents, inboxes, and teams by
replacing charts with aggregate values (under a feature flag). Users can
click on any item to view more details if needed. Most users seem to
prefer aggregate values, so this change will likely stay.

The PR also includes a few fixes:

- The summary reports now use the same logic for both the front-end and
CSV exports.
- Fixed an issue where a single quote was being added to values with
hyphens in CSV files. Now, ‘n/a’ is used when no value is available.
- Fixed a bug where the average value was calculated incorrectly when
multiple accounts were present.

These changes should make reports easier to use and more consistent.

### Agents:

<img width="1438" alt="Screenshot 2025-01-26 at 10 47 18 AM"
src="https://github.com/user-attachments/assets/bf2fcebc-6207-4701-9703-5c2110b7b8a0"
/>

### Inboxes
<img width="1438" alt="Screenshot 2025-01-26 at 10 47 10 AM"
src="https://github.com/user-attachments/assets/b83e1cf2-fd14-4e8e-8dcd-9033404a9f22"
/>


### Teams: 
<img width="1436" alt="Screenshot 2025-01-26 at 10 47 01 AM"
src="https://github.com/user-attachments/assets/96b1ce07-f557-42ca-8143-546a111d6458"
/>

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2025-01-28 09:19:18 +05:30
Sivin Varghese
615a0c69fe chore: Help center improvements (#10712)
# Pull Request Template

## Description

Fixes https://linear.app/chatwoot/issue/CW-3913/issues-with-help-center

**Fixes included**
1. > The default locale that is selected should the portal default
locale.

Now, we update the last active locale in UI settings after changing the
selected locale from the article page header. This ensures that we see
the last active locale-based categories on the category page and
remember it when we return. Initially, it’s the default locale.
     
2. > I cannot switch to a different locale if there are no articles in
the portal

Now, the `v-if` condition that checked for the presence of articles in
portal has been removed. Additionally, the locale length checks for the
showing dropdown have been removed, allows locale switching even if
article is not preset.
     
3. > Create or updating the article is quite painful, see the video 

Removed the `quickSave` and `saveAndSyncDebounced` usage for a newly
creating article.

4. > I cannot see the articles if I delete the English locale
(irrespective of what I choose as default locale)

Now, the last active locale in UI settings will automatically update to
the default locale when the last active locale is deleted.

5. > Set a new default locale other than `en` and delete the `en` locale
preset in the portal. Then, adding a new locale will automatically set
`en` as the default locale, even if the `en` locale not preset in the
portal.

    Now, we pass default locale when we add a new locale.

6. Adds search for all dropdown menus
7. Update article count in realtime.


## Type of change

- [x] Bug fix (non-breaking change which fixes an issue)

## How Has This Been Tested?

**Check this linear issues**
https://linear.app/chatwoot/issue/CW-3913/issues-with-help-center


## 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
- [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 <pranav@chatwoot.com>
2025-01-21 13:50:01 +05:30
Shivam Mishra
1ccfb4e3db fix: sentry issues (#10695)
1. Ensure audio player ref is accessible before triggering calls
([Sentry](https://chatwoot-p3.sentry.io/issues/6221981610))
2. Use correct default for attachments, this was incorrectly set to
`null` in a previous PR
([Sentry](https://chatwoot-p3.sentry.io/issues/5966738120))
3. Fix `lastNonActivityMessage` is not present
([Sentry](https://chatwoot-p3.sentry.io/issues/6116038455))
4. Fix `Alt+J` & `Alt+K` shortcuts not working
([Sentry](https://chatwoot-p3.sentry.io/issues/6075125384))

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-01-16 15:49:48 +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
Sivin Varghese
3c93cdb8b2 feat(v4): Update Inbox view card design (#10599) 2025-01-07 21:11:54 +05:30
Shivam Mishra
3fd585f40b feat: Throttle meta request for large chat size (#10518)
For large accounts with huge volumes of messages, it can be very
wasteful to make the meta request so often. It also puts un-necessary
load on the DB bombarding it with so many requests. This PR fixes it by
throttling the requests to 5 seconds for all users with more than 1000
accessible chats.

### Why not cache this value in the backend?

Well, it's a bit tricky, since a user can have different permissions
over inboxes and can see different chats, maintaining a cache for each
of them is not effective, besides the requests will reach the server
anyway.
2024-12-05 22:35:30 -08:00
Sivin Varghese
b116ab5ad3 feat(v4): Compose new conversation without multiple clicks (#10545)
---------

Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Pranav <pranavrajs@gmail.com>
2024-12-05 20:16:29 -08:00