Commit Graph

92 Commits

Author SHA1 Message Date
Tanmay Deep Sharma
341487b93e feat: Add assignment policies controllers with jbuilder views (#12199)
## Linear reference:
https://linear.app/chatwoot/issue/CW-4649/re-imagine-assignments

## Description
This PR introduces the foundation for Assignment V2 system by
implementing assignment policies and their association with inboxes.
Assignment policies allow configuring how conversations are distributed
among agents, with support for different assignment orders (round_robin
in community, balanced in enterprise) and conversation prioritization
strategies

Fixes # (issue)

## Type of change

Please delete options that are not relevant.

- [ ] Bug fix (non-breaking change which fixes an issue)
- [ ] New feature (non-breaking change which adds functionality)
- [ ] 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?

Test Coverage:
-  Controller specs for assignment policies CRUD operations
-  Enterprise-specific specs for balanced assignment order
-  Model specs for community/enterprise separation

Manual Testing:
1. Create assignment policy: POST
/api/v1/accounts/{id}/assignment_policies
2. List policies: GET /api/v1/accounts/{id}/assignment_policies
3. Assign policy to inbox: POST
/api/v1/accounts/{id}/assignment_policies/{id}/inboxes
4. View inbox policy: GET
/api/v1/accounts/{id}/inboxes/{id}/assignment_policy
5. Verify community edition ignores "balanced" assignment order
6. Verify enterprise edition supports both "round_robin" and "balanced"

- testing the flows after enterprise folder deletion

## Checklist:

- [ ] My code follows the style guidelines of this project
- [ ] 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
- [ ] 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: Pranav <pranavrajs@gmail.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
2025-08-18 19:15:21 -07:00
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
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
bc42aec68e chore: upgrade ruby version to 3.4.4 (#11524)
- Chore upgrade ruby version to 3.4.4 before we migrate to rails 7.2
over #11037
2025-05-21 19:40:07 +05:30
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
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
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
Muhsin Keloth
d9450fde4a feat: Added Instagram channel migration (#11181)
This PR is part of https://github.com/chatwoot/chatwoot/pull/11054 to
make the review cycle easier.
2025-03-26 11:12:32 +05:30
Shivam Mishra
3a4249da11 feat: Add support for multi-language support for Captain (#11068)
This PR implements the following features

- FAQs from conversations will be generated in account language
- Contact notes will be generated in account language
- Copilot chat will respond in user language, unless the agent asks the
question in a different language

## Changes
### Copilot Chat

- Update the prompt to include an instruction for the language, the bot
will reply in asked language, but will default to account language
- Update the `ChatService` class to include pass the language to
`SystemPromptsService`

### FAQ and Contact note generation

- Update contact note generator and conversation generator to include
account locale
- Pass the account locale to `SystemPromptsService`


<details><summary>Screenshots</summary>

#### FAQs being generated in system langauge

![CleanShot 2025-03-12 at 13 32
30@2x](https://github.com/user-attachments/assets/84685bd8-3785-4432-aff3-419f60d96dd3)


#### Copilot responding in system language

![CleanShot 2025-03-12 at 13 47
03@2x](https://github.com/user-attachments/assets/38383293-4228-47bd-b74a-773e9a194f90)


</details>

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
2025-03-19 18:25:33 -07:00
Pranav
ecfa6bf6a2 feat: Add support for account abuse detection (#11001)
This PR adds service to automate account abuse detection. Currently
based on the signup name and URL, could potentially add more context
such as usage analysis, message metadata etc.
2025-02-28 15:28:19 -08:00
Sojan Jose
978a8a4cb2 fix: support_email and inbound_email_domain returning empty string (#8963)
chore: Fix for inbound email domain being nil
2024-02-19 15:43:35 +05:30
Sojan Jose
7776b74126 chore: Apply fixes for items in rubocop_todo [CW-1806] (#8864)
This PR addresses several items listed in our rubocop_todo by implementing the necessary corrections and enhancements. As a result, we are now able to remove the rubocop_todo file entirely, streamlining our codebase and ensuring adherence to our coding standards.

fixes: https://linear.app/chatwoot/issue/CW-1806/chore-rubocop-audit
2024-02-07 13:36:04 +04:00
Shivam Mishra
07ea9694a3 feat: new accounts controller for signup+onboarding (#8804)
* feat: add v2 accounts controller

* feat: allow empty account and user name

* feat: ensure  and  is present for v1 signup

* test: remove validation checks

* chore: apply suggestions

* chore: revert en.yml formatting

* chore: line at EOF

* fix: routes

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2024-02-02 16:10:45 +05:30
Shivam Mishra
5588d6e344 feat: convert feature_flag to bigint [CW-2767] (#8350)
Co-authored-by: Sojan <sojan@pepalo.com>
2023-11-17 15:50:24 -08:00
Sojan Jose
480f34803b feat: Response Bot using GPT and Webpage Sources (#7518)
This commit introduces the ability to associate response sources to an inbox, allowing external webpages to be parsed by Chatwoot. The parsed data is converted into embeddings for use with GPT models when managing customer queries.

The implementation relies on the `pgvector` extension for PostgreSQL. Database migrations related to this feature are handled separately by `Features::ResponseBotService`. A future update will integrate these migrations into the default rails migrations, once compatibility with Postgres extensions across all self-hosted installation options is confirmed.

Additionally, a new GitHub action has been added to the CI pipeline to ensure the execution of specs related to this feature.
2023-07-21 18:11:51 +03:00
Tejaswini Chile
23ca6d56f9 feat: Contact Exports (#7258) 2023-06-13 09:18:43 +05:30
Sojan Jose
385eab6b96 chore: Add max length validation to text fields (#7073)
Introduces a default max length validation for all string and text fields to prevent processing large payloads.
2023-05-12 22:12:21 +05:30
Muhsin Keloth
271263bcc2 feat: SLA CRUD APIs (EE) (#7027)
Fixes: https://linear.app/chatwoot/issue/CW-1613/sla-api

Co-authored-by: Sojan Jose <sojan@pepalo.com>
2023-05-11 22:42:56 +05:30
Pranav Raj S
ebd5fbef17 chore: Use feature_flags attribute instead of settings_flags (#6820)
* chore: Use feature_flag instead of settings_flag

* Remove unnecessary changes
2023-04-04 09:56:58 -07:00
Shivam Mishra
00ee0478eb feat: IndexedDB based caching for labels, inboxes and teams [CW-50] (#6710)
* feat: allow caching of labels in the account scope

* feat: send cache keys in account json response

* feat: kickstart web worker

* feat: setup basic architecture for workers

* feat: install idb

* feat: add datamanger

* fix: typos

* refactor: rename method

* feat: make init db a manual step

* refactor: separate accountIdFromRoute

* feat: cache enabled API client

* feat: enable caching for inboxes and labels

* feat: enable cache for team

* feat: manage exceptions for team

* feat: add team to data manager

* feat: add a generic listener

* refactor: send only cache keys

* refactor: separate validate method

* feat: add listeners

* feat: add event for revalidate

* feat: add cache keys endpoint

* refactor: fetch cache keys instead of full account data

* fix: key pattern

* feat: don't fetch account for cache_keys

* fix: cache key base class

* refactor: cache keys helper

* feat: add helper

* fix: cache-key update logic

* feat: delete indexeddb on logout

* feat: remove worker.js

* refactor: move data-manager

* refactor: name of file

* feat: add test for DataManager

* refactor: add fake idb to jest setup

* test: cache keys helper

* test: cache keys helper

* test: cache_keys in accounts controller

* refactor: remove cache_keys context

* feat: add policy for cache-keys
2023-03-27 12:16:25 +05:30
Vishnu Narayanan
d870b0815a feat: Audit log APIs (#6434)
- Adds the appropriate APIs for Audit Logs.

ref: #6015
2023-03-01 20:02:58 +05:30
Sojan Jose
74fdfffe08 fix: Notification page breakages (#5236)
- Remove the cascading foreign key indexes
- Add migration to clean up existing objects

fixes: #4285
2022-08-10 13:46:46 +02:00
Pranav Raj S
e0cebfaa1a chore: Allow super admin to suspend an account (#5174) 2022-08-03 11:40:03 +05:30
Tejaswini Chile
0cee42a9f9 feat: Macros CRUD api (#5047) 2022-07-19 17:37:00 +05:30
Pranav Raj S
1dc7ce526e chore: Add ee helper, custom_attributes to account (#5058) 2022-07-19 00:33:06 +05:30
Sojan Jose
4187428729 chore: Update dependencies to the latest versions (#5033) 2022-07-15 09:51:59 +07:00
Sojan Jose
713fdb44ee feat (ee): APIs to configure an auto assignment limit for inboxes (#4672)
Co-authored-by: Pranav Raj S <pranav@chatwoot.com>
2022-06-13 20:18:38 +05:30
Pranav Raj S
b9aa4444b3 feat: Allow users to create dashboard apps to give agents more context (#4761) 2022-06-01 11:13:10 +05:30
Tejaswini Chile
938fb887c4 feat: Portal endpoint (#4633) 2022-05-16 13:59:59 +05:30
Muhsin Keloth
ccf52a620b feat: Update notifications and unread count in real time (#4261) 2022-03-28 20:01:23 +05:30
Sojan Jose
ff881fcad9 chore: Support Email should give priority to environment variable (#4270)
Account.support_email should give priority to environment variables over installation config

Fixes: #3304
2022-03-25 16:13:45 +05:30
Vishnu Narayanan
7577c9c888 fix: drop conv and campaign seq on account delete (#4256)
Conversation and campaign sequences persist in the database even after the related account is deleted. This PR adds an after_desttory callback on the account model that will delete the associated sequences.

Fixes: #4252
2022-03-24 13:33:15 +05:30
Sojan Jose
3d73d8935a feat: Add the ability for a super admin to define account limits (#3946)
Fixes: #3773
2022-02-14 15:55:08 +05:30
Sojan Jose
cf10f3d03b chore: Provider APIs for SMS Channel - Bandwidth (#3889)
fixes: #3888
2022-02-03 15:22:13 -08:00
Tejaswini Chile
8821106da9 Fix: Added the backend validation for name (#3878)
- Added the backend validation for name
- Add message size constraint
2022-02-02 14:21:17 -08:00
Shivam Chahar
9617137688 chore: Account auto resolution time validation (#3651) 2022-01-19 13:16:21 +05:30
Tejaswini Chile
a0884310f4 feat: Save automation rules (#3359) 2022-01-10 12:41:59 +05:30
Sojan Jose
b1eea7f7d1 chore: Introduce enterprise edition license (#3209)
- Initialize an "enterprise" folder that is copyrighted.
- You can remove this folder and the system will continue functioning normally, in case you want a purely MIT licensed product.
- Enable limit on the number of user accounts in enterprise code.
- Use enterprise edition injector methods (inspired from Gitlab).
- SaaS software would run enterprise edition software always.

Co-authored-by: Pranav Raj S <pranav@chatwoot.com>
2021-12-09 12:07:48 +05:30
Pranav Raj S
2be71e73dc feat: Add a view for mentions (#3505)
- Added a new table mentions for saving user mentions
- Added a filter conversation_type in the API
- Added a view to see the mentions
2021-12-09 11:20:14 +05:30
Akhil G Krishnan
b81a9f2010 Chore: Replaced dependent destroy with dependent destroy_async in all models (#3249) 2021-11-18 10:32:29 +05:30
Sojan Jose
bd7aeba484 chore: Provider API prototype (#3112)
Enabling Support for Whatsapp via 360Dialog as a prototype for the provider APIs. 

Co-authored-by: Pranav Raj S <pranav@chatwoot.com>
2021-10-05 23:35:06 +05:30
Sojan Jose
0a38632f14 feat: Line Channel (#2904)
- Ability to configure line bots as a channel in chatwoot
- Receive a message sent to the line bot in chatwoot
- Ability to reply to line users from chatwoot

fixes: #2738
2021-09-11 01:31:17 +05:30
Sojan Jose
671c5c931f feat: Telegram Channel (#2901)
- Ability to configure telegram bots as a channel in chatwoot
- Receive a message sent to the telegram bot in chatwoot
- Ability to reply to telegram users from chatwoot
- Receive attachment messages in chatwoot

fixes: #1843
2021-09-10 00:00:52 +05:30
Vishnu Narayanan
223385d134 fix: Specify external db with non-standard port (#2711)
POSTGRES_PORT was not taking effect if provided separately
instead of using DATABASE_URL. This adds support for using
databases running on non-standard ports.

#1145
#1147

Co-authored-by: Pranav Raj S <pranav@chatwoot.com>
2021-07-28 19:36:51 +05:30
Pranav Raj S
6e1493501a feat: Add APIs for custom attribute definitions (#2689) 2021-07-23 17:04:33 +05:30
Sojan Jose
dd9d5e410c feat: Add CSAT response APIs (#2503)
Co-authored-by: Pranav Raj S <pranav@chatwoot.com>
2021-06-29 20:59:41 +05:30
Pranav Raj S
30832d8a34 feat: Add APIs to create custom views on the dashboard (#2498) 2021-06-29 19:29:57 +05:30
Muhsin Keloth
3d748aa8d4 chore: Add contact note model (#2462) 2021-06-21 15:16:26 +05:30
Sojan Jose
22965be6dc feat: Add AgentBot APIs (#2323) 2021-06-01 22:34:25 +05:30