Commit Graph

69 Commits

Author SHA1 Message Date
Tanmay Deep Sharma
286e3a449d feat: Introduce the crm_v2 feature flag for CRM changes (#12014)
Introduce crm_v2 feature flag for our upcoming optimisations for CRM

---------

Co-authored-by: Sojan Jose <sojan@pepalo.com>
2025-07-23 17:07:02 +04:00
Vishnu Narayanan
0175714d65 feat: add job to remove stale contacts and contact_inboxes (#11186)
- Add a job to remove stale contacts and contact_inboxes across all accounts

Stale anonymous contact is defined as 
- have no identification (email, phone_number, and identifier are NULL)
- have no conversations
- are older than 30 days

---------

Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2025-03-28 12:18:39 +05:30
Sivin Varghese
f112e500e1 feat: Add the ability to block/unblock contact via contact details page (#10899) 2025-02-13 14:59:35 -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
Sojan Jose
8520846b91 chore: Improved indexes for Conversations & Contacts [CW-3300] (#9475)
Based on our recent performant optimisation exercises, We have identified a better indexing strategy for conversations and contacts. The previous index on last_activity_at for conversations significantly slowed down conversation filters. Similarly, the new index on Contacts will allow the page rendering to improve for accounts with many contacts.

fixes: https://linear.app/chatwoot/issue/CW-3300/db-improvements
2024-05-15 16:10:39 -07:00
Ryan Kon
762a39330a fix: use safe nav when downcasing email in from_email (#9139)
Use safe nav when downcasing email in from_email
2024-03-21 18:44:04 +05:30
Muhsin Keloth
586552013e feat: Update the contact_type when creating or updating the contact (#9107)
* feat: Update location and country code when the contact create/update

* feat: Update the location and country_code when creating or updating the contact.

* chore: improve comments

* feat: Update the contact_type when the contact created/updated

* chore: add more specs

* chore: code cleanups

* chore: code cleanups

* Update contact_spec.rb

* Update inbox.rb

* Update sync_attributes_spec.rb

* chore: build fixes

* chore: check visitor type before update

* chore: review fixes
2024-03-15 10:55:40 +05:30
Muhsin Keloth
804a42c271 feat: Update the location and country_code when creating or updating the contact (#9106)
* feat: Update the location and country_code when creating or updating the contact.

* chore: improve comments
2024-03-13 16:40:21 +05:30
Shivam Mishra
106319406b fix: remove rubocop rule (#8985)
* fix: remove rubocop rule

* chore: remove ignore comment

* chore: remove ignore comment
2024-02-22 13:36:15 +05:30
Sojan Jose
ae4c8d818f feat: Ability to block contacts permanently (#8922)
Co-authored-by: Pranav <pranav@chatwoot.com>
2024-02-21 14:18:42 -08:00
Shivam Mishra
c031cb19d2 fix: downcase email before finding (#8921)
* fix: downcase email when finding

* feat: add `from_email` class

* refactor: use `from_email`

* feat: add rule to disallow find_by email directly

* chore:  remove redundant test

Since the previous imlpmentation didn't do a case-insentive search, a new user would be created, and the error would be raised at the DB layer. With the new changes, this test case is redundant

* refactor: use from_email
2024-02-21 18:51:00 +05:30
Muhsin Keloth
485c561b18 feat: Add attributes location and country_code to Contact model (#8803)
feat: Add attributes location and country_code to Contact model
2024-01-29 14:10:14 +05:30
Muhsin Keloth
fa907840c7 feat: Add middle_name and last_name to contact model (#8771)
feat: Add `middle_name` and `last_name`
2024-01-24 16:22:04 +05:30
Muhsin Keloth
143299f138 feat: Add contact_type attribute to contact model (#8768) 2024-01-24 12:26:47 +05:30
Shivam Mishra
ff97536095 feat(perf): contact page loading speed (#7629) 2023-07-27 13:32:22 +05:30
Liam
6c1ee4d965 fix: Contacts page sort by created_at [CW-2262] (#7584)
Fixes the contacts page sort by created_at.
fixes: #7577
2023-07-26 18:37:30 +03:00
Sojan Jose
1d718b92b7 chore: Fix schema disparities (#7554)
- Fixing the schema disparities that crept up during merges
- Also, fix the issue with migrate command regenerating the schema for contacts.rb model
2023-07-19 19:15:43 +03:00
Shivam Mishra
429ec7194f feat: add index to reporting events [CW-1960] (#7294)
* fix: annotation

* feat: add better index for reporting_events
2023-06-12 18:23:42 +05:30
Shivam Mishra
44b1047b90 feat(perf): contacts query performance (#7175)
* feat: use more indexable where condition

* feat: add index concurrently

* chore: update schema

* refactor: update index name
2023-05-23 17:22:47 +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
c97d6021e0 chore: Add migration to set the default empty string value for contact name (#7052)
Fixes: https://linear.app/chatwoot/issue/CW-1650/issue-with-the-contact-name
2023-05-11 17:35:19 +05:30
Sojan Jose
3fa654f5c6 chore: Add Index for widget contact lookup (#6998)
- Adds an index to improve the contact lookup performance while calling setUser from widget
2023-04-26 19:22:16 +05:30
Sojan Jose
da76537011 chore: Search optimisations (#6644)
- Strip search term before searching
- order messages by created_at desc
- order contacts by last_activity_at desc
- order conversations by created_at desc
- Search only resolved contacts
- Optimize resolved contacts query

ref: #6583
2023-03-13 19:10:31 +05:30
Sojan Jose
d4e7eaecce feat: New APIs for search (#6564)
- Adding new API endpoints for search
- Migrations to add appropriate indexes
2023-02-28 22:00:36 +05:30
Shubham Kumar
29025759d6 feat: Add webhook events for contact created, updated (#6415)
Co-authored-by: Pranav Raj S <pranav@chatwoot.com>
2023-02-13 13:28:27 -08:00
Sojan Jose
4187428729 chore: Update dependencies to the latest versions (#5033) 2022-07-15 09:51:59 +07:00
Sojan Jose
e4b159dd54 chore: Fix contact model silently discarding invalid attributes (#4994)
fixes: #4775
2022-07-08 13:58:09 +05:30
Muhsin Keloth
3a5e34fccb fix: Check phone_number and email changes are exist before validation (#4551) 2022-04-26 15:13:28 +05:30
Muhsin Keloth
fa51fd1d73 fix: Bypass invalid values in contact patch end point (#4519) 2022-04-25 12:25:38 +05:30
Sojan Jose
615a575bdd fix: Agent typing indicator for website widget (#4495)
When we migrated the pubsub tokens from contact to contact inboxes, we missed out on doing this update for the typing indicator events. Hence the agent typing events weren't visible on the widget side. This change fixes that and removes the necessary column contact pubsub token from the model.

fixes: #4476
2022-04-18 19:05:45 +05:30
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
Sojan Jose
ebb04487a8 chore: Prevent null in Contact JSONB attributes (#3730) 2022-01-11 15:14:55 -08:00
Sojan
0033a35ab8 Merge branch 'hotfix/1.22.1' into develop
# Conflicts:
#	db/schema.rb
2021-11-22 23:35:44 +05:30
Sojan Jose
791d90c6b7 chore: Migrate PubSub Token to contact inbox (#3434)
At present, the websocket pubsub tokens are present at the contact objects in chatwoot. A better approach would be to have these tokens at the contact_inbox object instead. This helps chatwoot to deliver the websocket events targetted to the specific widget connection, stop contact events from leaking into other chat sessions from the same contact.

Fixes #1682
Fixes #1664

Co-authored-by: Pranav Raj S <pranav@chatwoot.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2021-11-22 23:32:17 +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
Tejaswini Chile
358171062e Feat: Add Null values at the last while sorting (#3292)
* Add Null values at the last while sorting
* Add contacts at last with special character in it
* Optimize SQL order and direction
2021-11-10 14:11:00 +05:30
Aswin Dev P.S
4f51a46c2b feat: Ability to delete a contact (#2984)
This change allows the administrator user to delete a contact and its related data like conversations, contact inboxes, and reports.

Fixes #1929
2021-09-23 12:52:49 +05:30
Sojan Jose
5319af3dfc chore: Merge contact copy over information (#2812)
fixes: #2767, #2773

Co-authored-by: Nithin David <1277421+nithindavid@users.noreply.github.com>
2021-08-31 15:30:18 +05:30
Pranav Raj S
7664006625 chore: Improve search, list performance of contact/conversation APIs (#2696) 2021-07-23 18:39:24 +05:30
Sojan Jose
e11b3c4f17 chore: Expose contact custom attributes in events (#2562)
Expose contact custom attributes in events so the external system can behave accordingly without triggering an additional API call.
2021-07-05 14:35:53 +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
Muhsin Keloth
3d748aa8d4 chore: Add contact note model (#2462) 2021-06-21 15:16:26 +05:30
Pranav Raj S
0e6cd699e8 feat: Sort contacts via name, email, phone_number, last_activity_at (#1870) 2021-05-13 13:32:19 +05:30
Sojan Jose
45e43b0b89 feat: Contactable Inboxes API (#2101)
- Add endpoint which lists inboxes through which a contact can be contacted
- Conversation creation API auto-creates contact_inbox for specific channels [ Twilio, email, api]
- Ability to send the initial message payload along with the conversation creation
- Fixes #1678 ( issue saving additional attributes for conversation )
2021-04-15 15:13:01 +05:30
Sojan Jose
6bb026621d fix: Current.user nil issue when using access tokens (#2012) 2021-03-29 23:26:20 +05:30
Pranav Raj S
a2d6fa0f74 feat: API to add label to contacts (#1563) 2021-01-03 20:07:57 +05:30
Pranav Raj S
edb09d5a9c chore: Improve location display in sidebar (#1509)
- Log IP Address on widget load
- Save country code to contact
2020-12-13 22:23:56 +05:30
Sojan Jose
1d9debaee0 feat: IP lookup (#1315)
- feature to store contact IP for accounts
- IP lookup through geocoder gem
- ability to do IP lookup through external APIs
- add commit hook to prevent push to develop and master
- migrations to fix default values for jsonb columns
2020-10-28 02:14:36 +05:30
Sojan Jose
2193de9853 chore: General fixes and clean up (#1169) 2020-08-25 23:04:02 +05:30
Pranav Raj S
8cf05f1d9f feat: Ability to edit a contact (#1092)
Ability to edit contact information in conversation sidebar

Co-authored-by: Sojan <sojan@pepalo.com>
2020-08-23 00:05:07 +05:30