codex/agent-bot-assignment-status
424
Commits
| Author | SHA1 | Message | Date | |
|---|---|---|---|---|
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354c2cab6b |
fix(captain): handle resolved conversation context (#14433)
# Pull Request Template ## Description Fixes: https://github.com/chatwoot/chatwoot/issues/13880 Uses approaches discussed from: https://github.com/chatwoot/chatwoot/pull/13883 Activity messages pertaining to resolve are included along with an instruction for the LLM to choose whether to consider them or not along ## Type of change - [x] Bug fix (non-breaking change which fixes an issue) ## How Has This Been Tested? Please describe the tests that you ran to verify your changes. Provide instructions so we can reproduce. Please also list any relevant details for your test configuration. locally and with specs ## 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 - [x] Any dependent changes have been merged and published in downstream modules --------- Co-authored-by: Sony Mathew <sony@chatwoot.com> |
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Aakash BakhleandGitHub
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9c68eed676 |
fix(captain): send custom tool API key headers (#15008)
Captain custom tools configured with API key authentication now send the configured key in the requested HTTP header. Existing tools begin working without needing to be recreated or reconfigured, while credentials remain protected across redirects. ## How to reproduce 1. Create a Captain custom tool using API Key authentication. 2. Configure `X-API-Key` as the header name and save the tool. 3. Invoke the tool and inspect the incoming request. 4. Before this change, the API key header is absent; after this change, the configured endpoint receives it. ## What changed The UI persists API key authentication as `name` and `key`, but the request builder also required an unused `location: header` property. The request builder now treats API key authentication as header-based, matching the only mode exposed by the UI. Custom authentication headers are also registered as sensitive with `SafeFetch`. They are retained for the configured endpoint and same-origin redirects, but stripped when a redirect crosses origins to prevent credential leakage. Factory, request, and redirect specs cover the real UI payload and both public and private-network fetch paths. |
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Aakash BakhleandGitHub
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6d38b4d39c |
fix(captain): improve complex migration instructions (#15002)
Improves Captain V1 → V2 migration for complex legacy instructions so mandatory triggers, workflows, language rules, and escalation behavior remain active while query-dependent product knowledge is prepared as pending FAQ candidates. ## What changed - Added explicit preservation rules for mandatory triggers, verification steps, escalation conditions, exceptions, and language behavior. - Added an auditor that checks the draft and fixes any issues before manual review. - Kept the existing migration application contract and schema limits unchanged - Added focused regression coverage for the complex-prompt classifier contract. ## How to reproduce Generate a migration draft for an assistant with dense legacy instructions containing mandatory handoff triggers, verification rules, product facts, and multi-step workflows. The resulting draft should keep actions active, place query-dependent facts in FAQ candidates, and avoid silently dropping or reversing source requirements. Focused Captain migration specs and RuboCop checks pass locally. |
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Aakash BakhleandGitHub
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fd625981e9 |
fix(captain): keep custom tools available in Captain V2 (#15015)
Captain V2 assistants can now use every enabled custom tool from their account through the main assistant. The change keeps existing custom tool access when an assistant has no migrated scenarios, so switching from V1 does not remove the capability without warning. ## How to reproduce 1. Create and enable an account custom tool. 2. Use an assistant with no custom instructions and no generated scenarios. 3. Enable Captain V2 for the account. 4. Before this change, the main assistant receives only FAQ lookup and handoff. After this change, it also receives the enabled account custom tool. ## What changed The main V2 assistant now loads enabled custom tools through its account association. Scenario agents still load only the tools named in their scenario instructions. The account custom tool limit keeps the added tool count bounded. Focused model coverage verifies enabled tools, disabled tools, account isolation, FAQ lookup, and handoff. Existing V1 assistant, V2 scenario, and V2 runner coverage passes. RuboCop passes. |
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Aakash BakhleandGitHub
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2ac55c8728 |
fix(captain): honor mandatory handoff guidelines (#15003)
Ensures Captain follows explicit mandatory-transfer rules from active Response Guidelines and Guardrails instead of allowing the generic consent-first fallback to override those rules. ## What changed - Made explicit transfer requirements take precedence over generic consent-first handoff defaults only when their condition matches. - Added explicit Response Guideline and Guardrail transfer rules to the human-handoff protocol. - Added focused prompt regression coverage. ## How to reproduce Configure a Response Guideline or Guardrail that requires immediate transfer for a specific condition, then send a request matching that condition. Captain should invoke the human-handoff path without asking the user to consent again. Unmatched requests continue to use the existing consent-first fallback. The assistant prompt renderer, agent prompt context, and focused regression specs pass locally. |
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Aakash BakhleandGitHub
|
102f19fe41 |
feat(captain): add FAQ suggestion data model (1/3) (#14977)
Resolved conversations need a separate suggestion layer so repeated FAQ signals can be grouped without creating untrusted knowledge entries. This PR adds the persistence foundation only; it introduces no user-facing behavior by itself. ## Closes - [CW-7495](https://linear.app/chatwoot/issue/CW-7495/backend-llm-changes-to-make-conversation-faqs-as-signalssuggestions) (stacked PR 1/3; the issue is complete after the full stack lands) ## What changed - Added `captain_faq_suggestions` with question, answer, embedding, source count, and review status. - Added `captain_faq_observations` to retain conversation-level signals. - Added Captain assistant, account, and conversation associations. - Added vector and lookup indexes for semantic grouping. ## How to test This layer has no standalone UI behavior. Apply the migration and confirm Captain assistants can persist open FAQ suggestions with attached conversation observations. |
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1b6a80d84d |
fix(captain): improve conversation completion evaluation (#14967)
# Pull Request Template ## Description Please include a summary of the change and issue(s) fixed. Also, mention relevant motivation, context, and any dependencies that this change requires. Fixes https://linear.app/chatwoot/issue/AI-136/check-conversation-status-while-auto-resolving - After 60mins of inactivity, we run a job that decides if pending conversations are resolvable or need handoff - the prompt was a bit conservative and didn't have conversation state context ## Type of change Please delete options that are not relevant. - [x] Bug fix (non-breaking change which fixes an issue) ## How Has This Been Tested? Please describe the tests that you ran to verify your changes. Provide instructions so we can reproduce. Please also list any relevant details for your test configuration. locally ran a sample eval ## 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 - [x] Any dependent changes have been merged and published in downstream modules --------- Co-authored-by: Sony Mathew <sony@chatwoot.com> |
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Shivam MishraandGitHub
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9c444315a6 |
feat: add api_and_webhooks feature flag reconciled from billing plan (#14972)
This introduces a new `api_and_webhooks` account feature flag that will
control access to the token-authenticated API and account webhooks. The
flag is part of the Startup plan features, so paid plans — including
trials of paid plans — get it through the billing reconcile, while
accounts on the default (Hacker) plan don't, with
`manually_managed_features` available as a per-account override. The
flag defaults to enabled, and nothing enforces it yet, so this PR is
behavior-neutral — enforcement lands in a follow-up.
## What changed
- Added `api_and_webhooks` to `features.yml` (first flag on the
`feature_flags_ext_1` column, default enabled).
- Added the flag to `STARTUP_PLAN_FEATURES` in
`Enterprise::Billing::ReconcilePlanFeaturesService`, so all paid tiers
get it and the default plan loses it on reconcile.
- Added the flag to the manually manageable features list so it can be
granted per account via Super Admin.
```rb
# Enables the api_and_webhooks feature for all existing accounts and marks it
# as manually managed so cloud billing reconciles never strip it.
#
# NOT committed to source control — run manually on production.
#
# Usage:
# bundle exec rails runner enable_api_and_webhooks.rb
# ACCOUNT_ID=123 bundle exec rails runner enable_api_and_webhooks.rb
#
# Idempotent: accounts already grandfathered are skipped; safe to re-run.
probe = Internal::Accounts::InternalAttributesService.new(Account.new)
abort 'api_and_webhooks is not in valid_feature_list — deploy the feature flag PR first.' unless probe.valid_feature_list.include?('api_and_webhooks')
account_id = ENV.fetch('ACCOUNT_ID', nil)
accounts = account_id.present? ? Account.where(id: account_id) : Account.all
abort "Account with ID #{account_id} not found" if account_id.present? && accounts.empty?
total = accounts.count
puts "Grandfathering api_and_webhooks for #{total} account(s)..."
puts "Started at: #{Time.current}"
updated = 0
skipped = 0
errored = 0
accounts.find_each(batch_size: 500) do |account|
service = Internal::Accounts::InternalAttributesService.new(account)
features = service.manually_managed_features
if features.include?('api_and_webhooks') && account.feature_enabled?('api_and_webhooks')
skipped += 1
else
service.manually_managed_features = features + ['api_and_webhooks'] unless features.include?('api_and_webhooks')
account.enable_features!('api_and_webhooks')
updated += 1
end
processed = updated + skipped + errored
puts "Processed #{processed}/#{total}..." if (processed % 1000).zero?
rescue StandardError => e
errored += 1
puts "Account #{account.id}: FAILED - #{e.message}"
end
puts "Done! Updated: #{updated}, Skipped: #{skipped}, Errored: #{errored}, Total: #{total}"
```
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df7f137657 |
feat: add captain sessions model [CW-7485] (#14970)
This adds a `captain_sessions` table to log every Captain run, starting with Assistant Responses and Copilot Responses. Each session records the assistant, model, credits consumed, the FAQs/documents/scenario that contributed to the response, and the full run context — giving customers visibility into how a response was generated and giving us durable stats on credit, FAQ, and document usage (which today only exist as ephemeral trace metadata and an aggregate account counter). ## What changed - New `Captain::Session` model with a `session_type` enum (`assistant`, `copilot`). The subject (`Conversation` / `CopilotThread`) and result (`Message` / `CopilotMessage`) classes are inferred from the session type, so the table stores plain `subject_id` / `result_id` ids. `result_id` is nullable so failed runs that still consumed credits can be logged. - Composite indexes on `[session_type, subject_id]`, `[session_type, result_id]`, and `[account_id, session_type, created_at]` for lookup and usage-stats queries. - Factory and model specs. This PR is schema + model only; the writer/instrumentation that records sessions from the assistant and copilot flows will follow. --------- Co-authored-by: Sony Mathew <sony@chatwoot.com> |
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08260f3be7 |
feat: show crawled document details and FAQ counts in Captain (#14863)
- Add a document details view that surfaces crawled content, source metadata, and generated FAQ counts. - Rename the document card action to open details and show the FAQ count inline in the list. - Return `responses_count` from the documents API efficiently and expose document content in the show payload. - Update related Captain copy to reflect the new details-oriented flow. **Preview** <img width="1640" height="1596" alt="CleanShot 2026-06-26 at 09 25 15@2x" src="https://github.com/user-attachments/assets/0c408fae-7d37-422a-8869-ece466292cb1" /> --------- Co-authored-by: Muhsin <12408980+muhsin-k@users.noreply.github.com> Co-authored-by: Sony Mathew <sony@chatwoot.com> Co-authored-by: Sony Mathew <2040199+sony-mathew@users.noreply.github.com> |
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8fc5c7a5c8 |
feat: add captain general guidelines migration helpers (#14909)
This PR adds internal tooling and planning docs for migrating existing Captain assistant instructions into the new General Guidelines structure. **Summary** This PR adds a controlled migration path for moving existing Captain V1 assistant instructions into the structured Captain architecture. It introduces a classifier that reads the current `config.instructions` and produces reviewed migration drafts with separate sections for: - assistant description / business context - response guidelines - guardrails - scenario candidates - conversation messages - FAQ/document candidates - needs-review items The migration is intentionally staged. It only targets V1-style assistants that still have custom instructions, are connected to inboxes, and do not already have structured response guidelines, guardrails, or scenario records. When applied, the task writes the extracted business context to the assistant description, response guidelines to `response_guidelines`, guardrails to `guardrails`, and stores scenario candidates / FAQ candidates / review notes under `config["assistant_migration"]`. Scenario candidates are also flattened into response guidelines for now so customer behavior is preserved before we create real `Captain::Scenario` records in a later rollout. The applier stores the original assistant values under migration metadata so conversation message config can be restored if needed. It does not create scenario records yet. **How to generate drafts** For specific assistant IDs: ```bash bundle exec rake captain:assistant_migration:generate \ IDS=546,636,819 \ LIMIT=0 \ OUTPUT=tmp/captain_migration_drafts.jsonl ``` For the first 50 eligible assistants: ```bash bundle exec rake captain:assistant_migration:generate \ OUTPUT=tmp/captain_migration_drafts.jsonl ``` For all eligible assistants: ```bash bundle exec rake captain:assistant_migration:generate \ LIMIT=0 \ OUTPUT=tmp/captain_migration_drafts.jsonl ``` **How to apply drafts** Dry run first: ```bash bundle exec rake captain:assistant_migration:apply \ INPUT=tmp/captain_migration_drafts.jsonl \ DRY_RUN=true ``` Apply changes: ```bash bundle exec rake captain:assistant_migration:apply \ INPUT=tmp/captain_migration_drafts.jsonl \ DRY_RUN=false ``` **How to restore conversation messages** If extracted `welcome_message`, `handoff_message`, or `resolution_message` need to be reverted to their pre-migration values: ```bash bundle exec rake captain:assistant_migration:restore_messages \ IDS=546,636,819 \ DRY_RUN=true ``` ```bash bundle exec rake captain:assistant_migration:restore_messages \ IDS=546,636,819 \ DRY_RUN=false ``` **Notes** - `LIMIT=0` means no limit. - `generate` overwrites the output file. - The apply task skips assistants that are no longer V1 migration candidates. - This PR does not create `Captain::Scenario` records; scenario candidates are staged in assistant config for a future migration. --------- Co-authored-by: Muhsin <12408980+muhsin-k@users.noreply.github.com> Co-authored-by: aakashb95 <aakashbakhle@gmail.com> Co-authored-by: Aakash Bakhle <48802744+aakashb95@users.noreply.github.com> |
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Tanmay Deep SharmaandGitHub
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9c10fe4eb1 |
fix: default assignment age exclusion (#14998)
## Description Auto-assignment was skipping the 7-day staleness check entirely for inboxes that don't have an assignment policy attached. Those inboxes would pull unassigned conversations of any age off the backlog and hand them to agents — including conversations untouched for months — while the activity log still credited "Default Policy" for the assignment. This makes the default behaviour match what that label implies: with no policy configured, conversations with no activity in the last 7 days are now excluded, the same window a freshly created policy uses. ## Type of change - [ ] Bug fix (non-breaking change which fixes an issue) ## 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 |
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Aakash BakhleandGitHub
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cc87429903 |
feat(captain): expand assistant description limit (#14985)
# Pull Request Template ## Description Increases description for Captain. Why? We are planning to include business context in description and 255 char limit on the column and 200 char limit on the UI are very limiting to get proper context. ## Type of change Improvement to accommodate business context ## How Has This Been Tested? Please describe the tests that you ran to verify your changes. Provide instructions so we can reproduce. Please also list any relevant details for your test configuration. locally ## 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 |
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Aakash BakhleandGitHub
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d57354c8b5 |
feat: tighten conversation FAQ generation prompt (#14957)
Tightens the resolved-conversation FAQ generator so it only proposes durable, reusable FAQ candidates supported by human support-agent messages. The implementation now sends a conversation-FAQ-specific transcript to the LLM: customer messages plus real human support-agent messages only, excluding bot, private, activity, and template messages. ## Closes - https://linear.app/chatwoot/issue/CW-7494/tighten-conversation-faq-generation-prompt ## What changed - Added a human-only transcript builder in `ConversationFaqService` instead of using the generic `conversation.to_llm_text` output. - Excluded bot/agent-bot messages before the LLM call, which removes the main bot-line leakage class deterministically. - Preserved native-channel human replies where outgoing messages are stored as `external_echo` without a `User` sender. - Kept a prompt decision gate requiring each FAQ to be backed by a complete public human-agent answer. - Added generic no-FAQ classes for spam, wrong-service conversations, private account/payment/order/certificate/troubleshooting cases, support workflow mechanics, and direct-link/file/quote outputs. - Added a separate `conversation_faq_generation` model route defaulting to `gpt-5.2`, while keeping `document_faq_generation` on its existing `gpt-4.1-mini` default. Conversation FAQ generation passes that feature default ahead of the legacy global `CAPTAIN_OPEN_AI_MODEL` setting unless an account-level override is configured. - Kept the prompt domain-neutral so it can still generate reusable product, service, policy, setup, and process FAQs outside SaaS contexts. ## Sampling notes - Production Langfuse traces showed `llm.captain.conversation_faq` calls using `gpt-4.1` in the sampled account set. - Locally, `Llm::FeatureRouter.resolve(feature: 'conversation_faq_generation')` now resolves to `gpt-5.2`. - Reviewed recent production `llm.captain.conversation_faq` traces across 13+ accounts in compact form. - Replayed 20 full traces across 10 accounts/domains, including education, hosting, retail/auto, APIs, logistics, tax/fiscal workflows, and Chatwoot account 1. - Explicit `gpt-5.2` replay with human-only conversation history returned no FAQ for 15/20 traces. - A comparison replay with `gpt-4.1-mini` returned no FAQ for only 7/20 traces, bringing back several private/order/payment/support-workflow cases. - Remaining non-empty `gpt-5.2` outputs are now mostly borderline/possibly useful human-agent-derived FAQs rather than obvious bot-sourced answers. ## How to test - Resolve conversations where the answer came only from the bot; no pending FAQ should be generated. - Resolve spam, unrelated, wrong-service, or private payment/order/account conversations; no pending FAQ should be generated. - Resolve conversations that require account/order/payment/login/private verification or a human handoff; no pending FAQ should be generated. - Resolve a conversation where a human agent gives a stable, reusable help-center answer; the generated pending FAQ should be general and self-contained. |
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8d2ef4ec5e |
feat: assistant overview drilldown reports [CW-7408] (#14920)
<img width="2616" height="1716" alt="CleanShot 2026-07-09 at 14 22 42@2x" src="https://github.com/user-attachments/assets/504e58df-0243-4cb9-a811-62504fdcb0ac" /> --------- Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com> Co-authored-by: Sony Mathew <sony@chatwoot.com> |
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Sony MathewandGitHub
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66cfb26c77 |
feat: Add unread count filters feature flag (1/6) (#14885)
## Description Adds the account-level `unread_count_for_filters` feature flag as the dark-launch gate for filtered sidebar unread counts. This reuses the deprecated `quoted_email_reply` flag slot, resets the reused bit for existing accounts, and removes stale defaults so new accounts do not reference the old flag. This also adds the feature where we are now calculating the unread counts for built in filters like mentions, participating and unattended along with unread count for saved filters/folders. Closes [CW-7262](https://linear.app/chatwoot/issue/CW-7262/unread-counts-for-filters-folders) ## Type of change - [ ] Bug fix (non-breaking change which fixes an issue) - [x] 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 |
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Tanmay Deep SharmaandGitHub
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f6c18f5225 |
feat: account calls dashboard index endpoint (#14780)
## Description Adds a backend endpoint that powers an account-wide calls dashboard, letting users list and filter all calls in the account. ## Linear Ticket - https://linear.app/chatwoot/issue/UPM-28/voice-call-dashboard-view ## Type of change - [ ] New feature (non-breaking change which adds functionality) ## 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 |
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Sojan JoseandGitHub
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0e07a27c74 |
fix: enforce inbox limits at model level (#14949)
Fixes https://linear.app/chatwoot/issue/CW-7559/inbox-limit-abuse ## Why The regular inbox API checked limits in the controller, but WhatsApp embedded signup creates inboxes through a service using `Inbox.create!`. That let Enterprise account inbox limits be skipped for embedded signup. ## What this change does - Adds an Inbox create-time validation hook in OSS and implements the limit check in the Enterprise Inbox module. - Removes the duplicate controller/helper limit check so the model is the single enforcement point. - Preserves the existing `402 Payment Required` API response for account inbox limit failures. - Keeps updates to existing inboxes allowed when an account is already at its inbox limit. ## Validation - `bundle exec rspec spec/controllers/api/v1/accounts/inboxes_controller_spec.rb spec/enterprise/models/inbox_spec.rb` |
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Shivam MishraandGitHub
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29d0b92f1c |
fix: captain hours saved metric (#14948)
Reworks the Captain assistant "hours saved" metric so it produces a believable number. It previously multiplied assistant reply count by customer reply-wait time, which inflated the figure into the millions of hours. It now estimates saved time as replies × a fixed ~2 min per-reply effort assumption. On the overview card the value renders in days once it passes 100 hours, and the label/hint copy was updated to match. ## How to test 1. Open the Captain assistant overview page. 2. Check the "Time saved" card shows a sensible value (hours, or days past 100h). 3. Hover the hint and confirm it reflects the per-reply estimate. |
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a5fcecb3f6 |
feat: assistant overview page [CW-7408] (#14889)
This PR adds a Captain Assistant **Overview** page to show some KPI metrics (conversations handled, auto-resolution, handoff, hours saved, reopen-after-resolve, conversation depth) with trend deltas vs the previous window, a real knowledge card, and a lazily-loaded, cached LLM welcome summary. ### Highlights - **Two contextual banners** on the overview: - **Inbox banner** — prompts the user to connect an inbox when the assistant has none, so it can actually do work. - **Coverage banner** — warns when FAQ coverage is below 85% with more than 100 responses pending review, linking straight to the pending queue. Dismissal persists per-assistant for 24h via localStorage. - **Batched stats builder** (`Captain::AssistantStatsBuilder`) computes both windows in single FILTER-aggregated scans to cut round trips, behind new `stats`/`summary` endpoints. - **Cards included but intentionally left dummy / not rendered yet:** `ResponseQualityCard` (flagged responses) and `CreditUsageCard` (credit usage + daily chart). Credits are an account-wide counter with no per-assistant or daily history, so there is no real data to back them yet; they ship in the codebase but are not wired into the page. ### Index migration - Replaces `index_messages_on_sender_type_and_sender_id` with `index_messages_on_sender_and_created` `(sender_type, sender_id, created_at)`. - **Why it helps:** the per-assistant windowed lookups filter `sender_*` *and* a `created_at` range. The old 2-column index matched every lifetime row for the assistant and filtered the time slice at the heap (~89% of rows discarded); adding `created_at` as a range column lets Postgres scan only the window, and fixes the row-count estimate so the planner picks a hash join over a nested loop on `reporting_events`. - **Why dropping the old index is safe:** the new index is a left-prefix superset `(sender_type, sender_id, ...)`, so every query the old one served is still served. No code references it by name, and dropping it keeps write amplification on `messages` neutral. Built/dropped with `CONCURRENTLY` and `if_not_exists`/`if_exists` guards. ## Preview <img width="2572" height="1754" alt="CleanShot 2026-06-29 at 22 38 51@2x" src="https://github.com/user-attachments/assets/3798d09e-7850-48e4-b2cd-508533f15cea" /> ## Banners #### Inbox connect alert <img width="2178" height="612" alt="CleanShot 2026-06-30 at 14 26 55@2x" src="https://github.com/user-attachments/assets/373c371c-bb7d-4291-a0f9-620673078302" /> #### Coverage alert <img width="2178" height="612" alt="CleanShot 2026-06-30 at 14 25 41@2x" src="https://github.com/user-attachments/assets/e12d6308-11b6-4ba2-88a2-8a3077dd3e8f" /> --------- Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com> |
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Aakash BakhleandGitHub
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83dda621c5 |
feat: default new accounts to captain v2 (#14917)
# Pull Request Template ## Description defaults new accounts to captain v2 ## Type of change - [x] New feature (non-breaking change which adds functionality) ## How Has This Been Tested? Please describe the tests that you ran to verify your changes. Provide instructions so we can reproduce. Please also list any relevant details for your test configuration. locally and specs ## 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 - [x] Any dependent changes have been merged and published in downstream modules |
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Tanmay Deep SharmaandGitHub
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11deffdd5d |
feat: billing brl pix new users (#14617)
## Linear ticket - https://linear.app/chatwoot/issue/CW-7253/billing-brl-pix-new-users ## Description New accounts that sign up in Brazilian Portuguese are now billed in BRL instead of USD. Their Stripe customer is created with a Brazil address and Portuguese locale (so the Stripe portal offers Real prices and PIX), and the AI credit top-up flow shows packages priced in the account's billing currency. Currency support is config-driven, so adding another currency later is a configuration change rather than a code change. ## Type of change - [ ] New feature (non-breaking change which adds functionality) ## How Has This Been Tested? - https://www.loom.com/share/c8d3d08c1b844ed6b820438d4209491a ## Screenshot <img width="904" height="440" alt="image" src="https://github.com/user-attachments/assets/6f19fad8-e6af-46ea-b99f-b0265bb9eeec" /> ## 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 |
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8818d276b9 |
fix(captain): read OpenAI key from InstallationConfig in article search terms (#14915)
generate_article_search_terms still pulled ENV['OPENAI_API_KEY'], left over from before the Jan 2025 Captain migration moved the key into InstallationConfig as CAPTAIN_OPEN_AI_API_KEY. Every other Captain LLM call site got updated then; this one (used by Portal::ArticleIndexingJob for help center article embedding search terms) didn't, so it sent a blank bearer token unless you also happened to have the old env var set. Also drops the stale OPENAI_API_KEY line from .env.example and points to where the key actually lives now (Super Admin > App Configs > Captain). --------- Co-authored-by: Sony Mathew <2040199+sony-mathew@users.noreply.github.com> Co-authored-by: Sony Mathew <sony@chatwoot.com> |
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Shivam MishraandGitHub
|
b8545019e1 |
feat: add catch-all failure handling to article writer (#14881)
Help-center onboarding jobs were getting stuck in the `generating` state
indefinitely. `Onboarding::HelpCenterArticleWriterJob` only finalized
the generation counter for two exception types
(`Firecrawl::FirecrawlError`, `ArticleBuildFailed`). Any other error
exhausted Sidekiq's default retries and landed in the dead set without
ever bumping `finished`, leaving state at `total - 1` / `generating`
until the 7-day Redis TTL expired. Observed in production: 4 generations
wedged at exactly `finished = total - 1`, four days after the run, with
no further progress — the onboarding UI showed "generating" the whole
time.
This PR adds a `discard_on StandardError` catch-all to
`HelpCenterArticleWriterJob`, after the existing `retry_on
Firecrawl::FirecrawlError` and `discard_on ArticleBuildFailed` handlers.
ActiveJob matches in declaration order, first match wins, so existing
behavior is unchanged — the catch-all only absorbs errors that
previously fell through to unhandled retry-then-dead-set. It routes
through the same `on_writer_failure` → `finalize` path, so state always
progresses to `completed`.
<details><summary>
##### Script to remove dead jobs
</summary>
<p>
```rb
# One-off: unstick Onboarding::HelpCenterGenerationState keys that are wedged in
# "generating" because a writer job died on an unhandled exception (neither
# FirecrawlError nor ArticleBuildFailed) and exhausted Sidekiq retries without
# ever calling record_article_finished.
#
# These portals have real articles (finished is 1 short of total). Marking them
# "completed" is the honest terminal state: generation is done, one article failed.
#
# Run on a prod box (dry-run first, then REMOVE_DRY_RUN=1):
# RAILS_ENV=production bundle exec rails runner scripts/help_center_investigation/unstick_generating.rb
#
# To actually write, set REMOVE_DRY_RUN=1 in the environment.
pattern = format(Redis::Alfred::HELP_CENTER_GENERATION, id: '*')
dry_run = ENV['REMOVE_DRY_RUN'].blank?
stuck = []
Redis::Alfred.with do |conn|
conn.scan_each(match: pattern, count: 1000) do |key|
h = conn.hgetall(key)
next unless h['status'] == 'generating'
gen_id = key.sub('HELP_CENTER_GENERATION::', '')
stuck << { gen_id: gen_id, total: h['total'], finished: h['finished'], key: key }
unless dry_run
conn.hset(key, 'status', 'completed')
conn.expire(key, Onboarding::HelpCenterGenerationState::TTL)
end
end
end
puts "#{dry_run ? '[DRY RUN] ' : ''}Found #{stuck.size} stuck 'generating' states:"
stuck.each do |s|
puts " gen=#{s[:gen_id]} total=#{s[:total]} finished=#{s[:finished]} -> #{dry_run ? 'would mark completed' : 'marked completed'}"
end
puts
puts 'Re-run with REMOVE_DRY_RUN=1 to apply.' if dry_run
````
</p>
</details>
|
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|
6c9efc4e92 |
fix: assign outbound voice call conversation to the calling agent (#14906)
Outbound voice calls were being auto-assigned to the wrong agent. When an agent placed an outbound call, the conversation was created without an assignee, so inboxes with auto-assignment enabled would round-robin it to a different agent instead of keeping it with the person who actually made the call. This made it hard to tell which agent was on an active call. ## What changed - Set the calling agent as the conversation's assignee when creating an outbound voice call conversation. - This prevents the generic auto-assignment handler from treating the conversation as unassigned and reassigning it. - Added specs covering the assignment, including a regression case with inbox auto-assignment enabled. **Note:** this applies to newly placed calls; it does not retroactively fix conversations that were already mis-assigned. --------- Co-authored-by: Tanmay Deep Sharma <tanmaydeepsharma21@gmail.com> Co-authored-by: Tanmay Deep Sharma <32020192+tds-1@users.noreply.github.com> |
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|
7bf76057c2 |
fix: SLA handling for blocked contacts (#14861)
# Pull Request Template ## Description Blocked contacts are now excluded from SLA assignment, processing, reports, and conversation SLA UI while they remain blocked. Existing SLA records are preserved, and SLA behavior resumes if the contact is unblocked. Fixes https://linear.app/chatwoot/issue/CW-7435/sla-should-not-trigger-for-blocked-contacts ## Type of change - [x] Bug fix (non-breaking change which fixes an issue) ## How Has This Been Tested? - `bundle exec rspec spec/enterprise/models/conversation_spec.rb spec/enterprise/models/applied_sla_spec.rb spec/enterprise/services/enterprise/action_service_spec.rb spec/enterprise/services/sla/evaluate_applied_sla_service_spec.rb spec/enterprise/jobs/sla/process_account_applied_slas_job_spec.rb spec/enterprise/controllers/api/v1/accounts/applied_slas_controller_spec.rb spec/enterprise/controllers/api/v1/accounts/conversations_controller_spec.rb spec/enterprise/controllers/enterprise/api/v1/accounts/conversations_controller_spec.rb spec/enterprise/presenters/conversations/event_data_presenter_spec.rb` — 78 examples, 0 failures - `bundle exec rubocop enterprise/app/controllers/api/v1/accounts/applied_slas_controller.rb enterprise/app/jobs/sla/process_account_applied_slas_job.rb enterprise/app/models/applied_sla.rb enterprise/app/models/enterprise/concerns/conversation.rb enterprise/app/presenters/enterprise/conversations/event_data_presenter.rb enterprise/app/services/enterprise/action_service.rb enterprise/app/services/sla/evaluate_applied_sla_service.rb lib/tasks/apply_sla.rake spec/enterprise/controllers/api/v1/accounts/applied_slas_controller_spec.rb spec/enterprise/controllers/api/v1/accounts/conversations_controller_spec.rb spec/enterprise/controllers/enterprise/api/v1/accounts/conversations_controller_spec.rb spec/enterprise/jobs/sla/process_account_applied_slas_job_spec.rb spec/enterprise/models/applied_sla_spec.rb spec/enterprise/models/conversation_spec.rb spec/enterprise/presenters/conversations/event_data_presenter_spec.rb spec/enterprise/services/enterprise/action_service_spec.rb spec/enterprise/services/sla/evaluate_applied_sla_service_spec.rb` — no offenses - `pnpm exec vitest --no-watch --no-cache --no-coverage app/javascript/dashboard/components/widgets/conversation/specs/ConversationCard.spec.js` — 2 tests passed - `pnpm exec eslint app/javascript/dashboard/components-next/Conversation/ConversationCard/CardMessagePreviewWithMeta.vue app/javascript/dashboard/components-next/Conversation/ConversationCard/ConversationCardExpanded.vue app/javascript/dashboard/components/widgets/conversation/ConversationCard.vue app/javascript/dashboard/components/widgets/conversation/ConversationHeader.vue app/javascript/dashboard/components/widgets/conversation/specs/ConversationCard.spec.js` — passed with existing raw-text warnings in `ConversationHeader.vue` - `git diff --cached --check` — clean ## 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 - [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: Sivin Varghese <64252451+iamsivin@users.noreply.github.com> Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com> |
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|
Tanmay Deep SharmaandGitHub
|
a3c7f3b204 |
fix: finalize WhatsApp calls when terminate webhook overtakes connect (#14836)
## Description Some inbound WhatsApp calls stayed stuck in "ringing" forever. When a caller hung up within ~1s of dialing, Meta delivered the terminate webhook before the connect webhook. The terminate arrived with no call record yet and was dropped, then connect created the call in ringing with nothing left to close it. These calls now correctly land as missed (no_answer), and an agent who taps Accept on a call that already ended gets a clean "call ended" instead of a generic error. ## Type of change - [ ] Bug fix (non-breaking change which fixes an issue) ## How Has This Been Tested? - local UI testing ## 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 |
||
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|
49b0ab0e1f |
fix: Consider business hours when computing SLA breaches (#13392)
- Fixes SLA breach computation to respect the "Only during business hours" setting - Backend now pre-computes SLA deadlines, simplifying frontend logic ## How it works Before: SLA deadlines were calculated using wall-clock time, ignoring business hours. After: When an SLA policy has "Only during business hours" enabled and the inbox has working hours configured, the deadline is calculated by adding threshold time only during business hours. **How you check if a conversation has a SLA hit or miss?** <img width="474" height="510" alt="Screenshot 2026-01-28 at 7 06 53 PM" src="https://github.com/user-attachments/assets/54ec8581-18b8-45c6-a356-de8c778ea78d" /> **Example:** - Conversation created: Friday 4:30 PM - FRT threshold: 1 hour - Business hours: Mon-Fri 9 AM - 5 PM | | Breach time | |--|--| | Before | Friday 5:30 PM | | After | Monday 9:30 AM | ## Test plan - [x] Create an SLA policy with "Only during business hours" enabled - [x] Configure inbox with business hours (e.g., Mon-Fri 9-5) - [x] Conversation created during business hours - Create a conversation on Wednesday 10:00 AM UTC - Expected: FRT deadline shows Wednesday 12:00 PM UTC (2 business hours later) - [x] Conversation created before business hours - Create a conversation on Wednesday 7:00 AM UTC - Expected: FRT deadline shows Wednesday 11:00 AM UTC (counting starts at 9 AM) - [x] Conversation created after business hours - Create a conversation on Wednesday 6:00 PM UTC - Expected: FRT deadline shows Thursday 11:00 AM UTC (counting starts next day 9 AM) - [x] Conversation created on weekend - Create a conversation on Saturday 10:00 AM UTC - Expected: FRT deadline shows Monday 11:00 AM UTC (skips weekend) - [x] Threshold spans weekend - Create a conversation on Friday 4:00 PM UTC with 2-hour FRT - Expected: FRT deadline shows Monday 10:00 AM UTC (1h Friday + 1h Monday) - [x] SLA without business hours - Create an SLA policy with only_during_business_hours: false - Create a conversation on Friday 4:00 PM UTC with 2-hour FRT - Expected: FRT deadline shows Friday 6:00 PM UTC (wall-clock time) - [x] All Day marked as closed_all_day - Create a conversation on Tuesday 4:00 PM UTC with 2-hour FRT - Expected: FRT deadline shows Thursday 10:00 AM UTC - [x] All Day marked as open_all_day - Create a conversation on Saturday 10:00 AM UTC with 2-hour FRT - Expected: FRT deadline shows Saturday 12:00 PM UTC - [x] UI displays correct countdown - Verify conversation card shows correct SLA timer - Verify timer shows flame icon when breached - Verify timer shows alarm icon when within threshold - Time updates automatically when time passes - [x] Verify the breach with a different timezone than your local timezone --------- Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com> Co-authored-by: Sojan Jose <sojan@pepalo.com> Co-authored-by: Sony Mathew <sony@chatwoot.com> Co-authored-by: Sony Mathew <2040199+sony-mathew@users.noreply.github.com> |
||
|
Aakash BakhleandGitHub
|
926a9d8a69 |
fix(captain): default temperature to 0.5 and remove UI control (#14879)
# Pull Request Template ## Description - Default temperature to 0.5 and remove UI control - No migrations needed for existing accounts, their current settings are preserved ## Type of change - [x] New feature (non-breaking change which adds functionality) ## How Has This Been Tested? Please describe the tests that you ran to verify your changes. Provide instructions so we can reproduce. Please also list any relevant details for your test configuration. locally and spec ## 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 - [x] Any dependent changes have been merged and published in downstream modules |
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|
Shivam MishraandGitHub
|
8670f66155 |
feat: broaden search scope for help center generation (#14880)
**Broaden the Firecrawl `map` search term list so help-center onboarding doesn't skip sites with non-standard docs paths** Help-center onboarding was skipping ~70% of new accounts, and ~60% of those skips came from a single failure: `"map returned no links"`. The root cause was an overly narrow hardcoded search query passed to Firecrawl's `map` endpoint. The curator (`Onboarding::HelpCenterCurator`) calls `Firecrawl.map(url, search: MAP_SEARCH)` to discover candidate pages before the LLM curation step. `MAP_SEARCH` was hardcoded to `"docs help support faq"` — a 4-term list that only matched sites whose help content sat at `/docs`, `/help`, `/support`, or `/faq`. Sites using `/resources`, `/guides`, `/kb`, `/articles`, `/handbook`, `/learn`, `/how-to`, `/tutorial`, `/troubleshooting`, or a docs subdomain found nothing, so the job raised `CurationSkipped` and left the portal empty. Firecrawl's `search` param is a grep-style substring filter across URL, title, and description (not a semantic query), so the fix is to broaden the term list rather than drop it. The LLM curator downstream (`Captain::Llm::HelpCenterCurationService`) already filters returned links by quality — it has the full URL-path-priority prompt and a 25-article hard ceiling — so a wider crawl net is safe and doesn't change the final article quality bar. **What changed** - `enterprise/app/services/onboarding/help_center_curator.rb`: `MAP_SEARCH` broadened from `"docs help support faq"` to a 13-term list covering common help-content path hints. Comment added documenting why the term list exists and that the LLM curator does the real filtering. |
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|
Aakash BakhleandGitHub
|
ce2e10e89e |
fix: tighten captain v2 (#14883)
# Pull Request Template ## Description Tightens v2 prompt and config to match v1 ## Type of change Please delete options that are not relevant. - [x] Bug fix (non-breaking change which fixes an issue) ## How Has This Been Tested? Please describe the tests that you ran to verify your changes. Provide instructions so we can reproduce. Please also list any relevant details for your test configuration. locally ## 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 - [x] Any dependent changes have been merged and published in downstream modules |
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Sivin VargheseandGitHub
|
56275b750e |
fix: respect companies feature flag for auto-association (#14886)
# Pull Request Template ## Description This PR stops new contacts from getting an auto-assigned company name when the Companies feature is disabled. Since #14496, email-domain company auto-association also updates a contact's `company_name`. However, the callback isn't gated behind the Companies feature flag, so accounts without the feature enabled still auto-create companies and overwrite any `company_name` provided via the SDK/`setUser`. This PR gates `should_associate_company?` behind `account.feature_enabled?('companies')`, so auto-association only runs when the Companies feature is enabled. Fixes https://linear.app/chatwoot/issue/CW-7462/setuser-overwrites-contact-company-name-for-accounts-that-dont-use ## Type of change - [x] Bug fix (non-breaking change which fixes an issue) ## 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 |
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|
7522457740 |
feat: v2 - generations get trace level attributes (#14878)
# Pull Request Template ~~Note: merge only after https://github.com/chatwoot/ai-agents/pull/74 has been merged~~ ## Description Before: <img width="436" height="617" alt="image" src="https://github.com/user-attachments/assets/fd5be8dc-abab-4e01-b251-366648b998ea" /> After: <img width="446" height="577" alt="image" src="https://github.com/user-attachments/assets/8d96d2f2-c126-4cca-b3a2-f2a62b204adf" /> <img width="441" height="558" alt="image" src="https://github.com/user-attachments/assets/89da4157-48a5-4fdc-9c67-9bf987e31638" /> ## Type of change - [x] New feature (non-breaking change which adds functionality) ## How Has This Been Tested? Please describe the tests that you ran to verify your changes. Provide instructions so we can reproduce. Please also list any relevant details for your test configuration. locally and specs ## 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 - [x] Any dependent changes have been merged and published in downstream modules --------- Co-authored-by: Sony Mathew <sony@chatwoot.com> |
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Sojan JoseandGitHub
|
d0b1c055e8 |
chore: Track cloud plan activation conversions (#14834)
## Summary - track cloud plan activation conversions when an attributed account moves from the configured default cloud plan to a paid plan - use the Stripe webhook event time as the activation timestamp so the 30-day signup attribution window reflects the actual upgrade event - send the Stripe subscription amount and currency for the conversion value - mark the account attribution after enqueueing so later plan updates do not send duplicate activation conversions ## Notes - Marketing tracker: https://linear.app/chatwoot/issue/MAR-113 - Cloud implementation: https://linear.app/chatwoot/issue/LEA-34 - Stripe billing stays responsible for subscription state and value calculation. - Cloud plan activation conversion tracking is handled by a small dedicated service that owns the activation rule, duplicate marker, and conversion enqueue. - Website attribution cookie capture remains separate in the marketing attribution service. - There is no frontend change and no new user-facing configuration. - Conversion upload still no-ops outside Chatwoot Cloud and when attribution has no supported click identifier. |
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Sony MathewandGitHub
|
cf134deb37 |
fix: Preserve Captain LLM defaults (#14858)
# Pull Request Template ## Description Adjusts the Captain LLM feature defaults after feature routing so the defaults stay intentional and avoid unintended high-cost model upgrades. Assistant, copilot, and onboarding content generation now default to `gpt-4.1`; audio transcription keeps `gpt-4o-mini-transcribe` as the default while exposing `whisper-1` as an available account override option. Related: https://linear.app/chatwoot/issue/CW-7425/test-new-models ## Type of change - [x] Bug fix (non-breaking change which fixes an issue) ## How Has This Been Tested? - `ruby -ryaml -e 'yaml = YAML.load_file("config/llm.yml"); features = yaml.fetch("features"); models = yaml.fetch("models"); features.each { |name, cfg| missing = Array(cfg["models"]) - models.keys; raise "#{name}: missing #{missing.join(",")}" if missing.any?; raise "#{name}: default not in models" unless Array(cfg["models"]).include?(cfg["default"]) }'` - `node -e "JSON.parse(require('fs').readFileSync('app/javascript/dashboard/i18n/locale/en/settings.json', 'utf8'))"` - `pnpm exec prettier --check app/javascript/dashboard/i18n/locale/en/settings.json` - `bundle exec rspec spec/lib/llm/feature_router_spec.rb spec/enterprise/services/llm/base_ai_service_spec.rb spec/enterprise/models/concerns/agentable_spec.rb spec/enterprise/services/messages/audio_transcription_service_spec.rb spec/models/concerns/captain_featurable_spec.rb spec/models/account_spec.rb spec/controllers/api/v1/accounts/captain/preferences_controller_spec.rb spec/controllers/super_admin/accounts_controller_spec.rb` - `bundle exec rspec spec/enterprise/services/captain/llm/article_translation_service_spec.rb spec/enterprise/services/messages/audio_transcription_service_spec.rb spec/enterprise/services/llm/base_ai_service_spec.rb` - `RUBOCOP_CACHE_ROOT=/private/tmp/rubocop_cache bundle exec rubocop enterprise/app/services/captain/llm/article_translation_service.rb enterprise/app/services/messages/audio_transcription_service.rb spec/enterprise/services/captain/llm/article_translation_service_spec.rb spec/enterprise/services/llm/base_ai_service_spec.rb spec/enterprise/services/messages/audio_transcription_service_spec.rb` - `git diff --check` ## 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 |
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Sony MathewandGitHub
|
b8b62ad0f1 |
feat: Harden model override preferences (5/6) (#14846)
## Description Hardens the Captain model override preferences API so account-level overrides follow the same feature-router contract used by runtime LLM calls. The API now permits model and feature keys from `llm.yml`, removes blank model overrides, rejects invalid saved model combinations, and returns each feature's effective model, provider, and source for UI clients. Fixes https://linear.app/chatwoot/issue/CW-7425/test-new-models ## Type of change - [ ] Bug fix (non-breaking change which fixes an issue) - [x] 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? Verified the account preferences API and account model validation behavior for valid overrides, invalid model values, unknown feature keys, blank override removal, and effective model/provider/source payload metadata. - `eval "$(rbenv init -)" && bundle exec rspec spec/controllers/api/v1/accounts/captain/preferences_controller_spec.rb spec/models/account_spec.rb spec/models/concerns/captain_featurable_spec.rb spec/lib/llm/feature_router_spec.rb` - `eval "$(rbenv init -)" && bundle exec rubocop app/controllers/api/v1/accounts/captain/preferences_controller.rb app/models/concerns/account_settings_schema.rb app/models/concerns/captain_featurable.rb spec/controllers/api/v1/accounts/captain/preferences_controller_spec.rb spec/models/account_spec.rb spec/models/concerns/captain_featurable_spec.rb spec/lib/llm/feature_router_spec.rb` - `git diff --check` ## 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 - [ ] 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 |
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Sony MathewandGitHub
|
4e26c5b4bb |
feat: Route system LLM jobs (4/6) (#14843)
## Description Routes the remaining system-only and legacy-sensitive LLM jobs through feature-level model configuration, while preserving system credential usage and usage-accounting behavior. This adds dedicated defaults for help center article generation, onboarding content generation, query translation, transcription, and search embeddings so these flows can be configured per account without falling back to installation-wide model settings. Fixes https://linear.app/chatwoot/issue/CW-7425/test-new-models ## Type of change - [ ] Bug fix (non-breaking change which fixes an issue) - [x] 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? Verified the feature routing defaults and account overrides for the touched Captain/system LLM paths, including the legacy OpenAI transcription and paginated FAQ services. - `eval "$(rbenv init -)" && bundle exec rspec spec/lib/captain/base_task_service_spec.rb spec/lib/llm/models_spec.rb spec/models/concerns/captain_featurable_spec.rb spec/controllers/api/v1/accounts/captain/preferences_controller_spec.rb spec/enterprise/services/captain/llm/paginated_faq_generator_service_spec.rb spec/enterprise/services/captain/llm/pdf_processing_service_spec.rb spec/enterprise/services/messages/audio_transcription_service_spec.rb spec/enterprise/services/onboarding/help_center_article_builder_spec.rb spec/enterprise/services/captain/onboarding/website_analyzer_service_spec.rb` - `eval "$(rbenv init -)" && bundle exec rubocop app/controllers/api/v1/accounts/captain/preferences_controller.rb app/models/concerns/account_settings_schema.rb lib/captain/base_task_service.rb enterprise/app/services/captain/llm/article_translation_service.rb enterprise/app/services/captain/llm/article_writer_service.rb enterprise/app/services/captain/llm/embedding_service.rb enterprise/app/services/captain/llm/help_center_curation_service.rb enterprise/app/services/captain/llm/paginated_faq_generator_service.rb enterprise/app/services/captain/llm/translate_query_service.rb enterprise/app/services/captain/llm/widget_tagline_service.rb enterprise/app/services/captain/onboarding/website_analyzer_service.rb enterprise/app/services/messages/audio_transcription_service.rb spec/enterprise/services/messages/audio_transcription_service_spec.rb spec/lib/captain/base_task_service_spec.rb` - `ruby -e "require 'yaml'; config = YAML.load_file('config/llm.yml'); %w[document_faq_generation help_center_article_generation onboarding_content_generation help_center_query_translation audio_transcription help_center_search].each { |feature| abort(%(missing #{feature})) unless config.dig('features', feature) }; abort('wrong article default') unless config.dig('features', 'help_center_article_generation', 'default') == 'gpt-5.2'; puts 'llm.yml ok'"` - `git diff --check` ## 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 |
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Sony MathewandGitHub
|
43e0f8a141 |
feat: Route Enterprise LLM services (3/6) (#14841)
# Pull Request Template ## Description Routes Enterprise assistant, copilot, FAQ, contact memory, action-classifier, and false-promise detector LLM paths through feature-specific model resolution. `Llm::BaseAiService` now accepts feature/account context and uses `Llm::FeatureRouter` when that context is present, while retaining the installation-model fallback for unmigrated callers. This also adds a `document_faq_generation` feature default for generative FAQ/document content. Linear: https://linear.app/chatwoot/issue/CW-7425/test-new-models Depends on #14840 ## Type of change - [ ] Bug fix (non-breaking change which fixes an issue) - [x] 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? - `bundle exec rspec spec/lib/llm/models_spec.rb spec/enterprise/services/llm/base_ai_service_spec.rb spec/enterprise/services/captain/copilot/chat_service_spec.rb spec/enterprise/services/captain/llm/assistant_chat_service_spec.rb spec/enterprise/services/captain/llm/faq_generator_service_spec.rb spec/enterprise/services/captain/llm/conversation_faq_service_spec.rb spec/enterprise/services/captain/llm/assistant_action_classifier_service_spec.rb spec/enterprise/services/captain/llm/assistant_false_promise_service_spec.rb spec/enterprise/jobs/captain/conversation/response_builder_job_spec.rb` passed with 112 examples, 0 failures. - `bundle exec rspec spec/models/concerns/captain_featurable_spec.rb spec/models/account_spec.rb spec/controllers/api/v1/accounts/captain/preferences_controller_spec.rb spec/lib/llm/feature_router_spec.rb` passed with 87 examples, 0 failures. - `bundle exec rubocop enterprise/app/services/llm/base_ai_service.rb enterprise/app/services/captain/copilot/chat_service.rb enterprise/app/services/captain/llm/assistant_chat_service.rb enterprise/app/services/captain/llm/faq_generator_service.rb enterprise/app/services/captain/llm/conversation_faq_service.rb enterprise/app/services/captain/llm/contact_notes_service.rb enterprise/app/services/captain/llm/contact_attributes_service.rb enterprise/app/services/captain/llm/assistant_action_classifier_service.rb enterprise/app/services/captain/llm/assistant_false_promise_service.rb spec/enterprise/services/llm/base_ai_service_spec.rb spec/enterprise/services/captain/copilot/chat_service_spec.rb spec/enterprise/services/captain/llm/assistant_chat_service_spec.rb spec/enterprise/services/captain/llm/faq_generator_service_spec.rb spec/enterprise/services/captain/llm/conversation_faq_service_spec.rb spec/enterprise/services/captain/llm/assistant_action_classifier_service_spec.rb spec/enterprise/services/captain/llm/assistant_false_promise_service_spec.rb spec/enterprise/jobs/captain/conversation/response_builder_job_spec.rb` passed with no offenses. - `bundle exec ruby -e "require 'yaml'; config = YAML.load_file('config/llm.yml'); abort('missing document_faq_generation') unless config.dig('features', 'document_faq_generation'); abort('missing default') unless config.dig('features', 'document_faq_generation', 'default'); puts 'llm.yml ok'"` passed. - `git diff --check` passed. ## 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 |
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Sony MathewandGitHub
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91d8a4e2a3 |
feat: Route reply box LLM tasks (2/6) (#14840)
# Pull Request Template ## Description Routes OSS reply-box and small Captain tasks through feature-specific LLM model resolution. Rewrite, reply suggestion, summary, follow-up, and CSAT utility analysis now resolve through the `editor` feature; label suggestion resolves through `label_suggestion`. Existing credentials, account OpenAI hook behavior, and instrumentation event names remain unchanged. Linear: https://linear.app/chatwoot/issue/CW-7425/test-new-models Depends on #14839 ## Type of change - [ ] Bug fix (non-breaking change which fixes an issue) - [x] 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? - `bundle exec rspec spec/lib/captain/base_task_service_spec.rb spec/lib/captain/rewrite_service_spec.rb spec/lib/captain/reply_suggestion_service_spec.rb spec/lib/captain/summary_service_spec.rb spec/lib/captain/label_suggestion_service_spec.rb spec/lib/captain/csat_utility_analysis_service_spec.rb spec/lib/captain/follow_up_service_spec.rb` passed with 81 examples, 0 failures. - `bundle exec rubocop lib/captain/base_task_service.rb lib/captain/rewrite_service.rb lib/captain/reply_suggestion_service.rb lib/captain/summary_service.rb lib/captain/label_suggestion_service.rb lib/captain/csat_utility_analysis_service.rb lib/captain/follow_up_service.rb enterprise/lib/enterprise/captain/reply_suggestion_service.rb spec/lib/captain/base_task_service_spec.rb spec/lib/captain/rewrite_service_spec.rb spec/lib/captain/reply_suggestion_service_spec.rb spec/lib/captain/summary_service_spec.rb spec/lib/captain/label_suggestion_service_spec.rb spec/lib/captain/csat_utility_analysis_service_spec.rb spec/lib/captain/follow_up_service_spec.rb` passed with no offenses. - `git diff --check` passed. ## 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 |
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62cbeae95f |
feat: onboarding inboxes UI (#14565)
After entering their account details, new admins land on an **Inbox setup** screen that shows what we've already set up for them and lets them connect their conversation channels without leaving onboarding. It surfaces the auto-created live chat widget (and Help Center on Enterprise), highlights channels detected from their website, and offers a **View all** dialog to connect any supported channel inline. ### Channel status | Channel | How it connects | Status | PR | |---|---|---|---| | Live chat (Website) | Auto-created during setup | ✅ Done | https://github.com/chatwoot/chatwoot/pull/14314 | | WhatsApp | Meta embedded signup | ✅ Done | https://github.com/chatwoot/chatwoot/pull/14619 | | Facebook | Login + page picker | ✅ Done | https://github.com/chatwoot/chatwoot/pull/14619 | | Instagram | OAuth redirect | ✅ Done | https://github.com/chatwoot/chatwoot/pull/14568 | | TikTok | OAuth redirect | ✅ Done | https://github.com/chatwoot/chatwoot/pull/14569 | | LINE | Inline credential form | ✅ Done | — | | Telegram | Inline credential form | ✅ Done | — | | Gmail / Outlook | OAuth (email) | ⚠️ Disabled — coming in a follow-up | https://github.com/chatwoot/chatwoot/pull/14567 | | SMS / API / Voice / Other email | — | ⛔ Unavailable | — | --------- Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com> |
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Sojan JoseandGitHub
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0849d2e070 |
chore: Track cloud signup conversions (#14852)
## Summary - enqueue `cloud_signup` conversion tracking after website attribution is stored on a new cloud account - keep authenticated add-workspace requests out of attribution/conversion tracking - reuse the existing marketing conversion tracking service and config already available on `develop` ## Notes - This PR only wires the signup path. - Billing/plan activation conversion tracking is intentionally left out for a separate rollout. - The conversion service still no-ops outside Chatwoot Cloud and when stored attribution has no supported click identifier. |
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Sojan JoseandGitHub
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cd1a214d98 |
chore: Add marketing conversion tracking foundation (#14851)
## Summary Adds the minimal foundation for Cloud marketing conversion tracking: - locked internal installation config for conversion tracking credentials and event mappings - generic background job and service for uploading conversion events from stored attribution - focused coverage for Cloud gating, click-id selection, payload shape, and optional conversion value This PR intentionally does not wire signup or plan activation yet. The next step is to validate the service from Rails console against existing attributed accounts, then add the event hooks in a follow-up PR. ## Notes The config remains locked and is surfaced under the Internal settings group next to the existing Cloud plan configuration. The service assumes the locked config is present and valid; config mistakes should surface instead of being silently ignored. |
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Aakash BakhleandGitHub
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0af9900be2 |
fix: model for false promise harness (#14824)
fixes model for false promise harness |
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Aakash BakhleandGitHub
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84fda8a323 |
fix(captain): move false promise harness setting to account (#14823)
# Pull Request Template ## Description moves the harness to account settings rather than assistant settings ## Type of change refactor ## How Has This Been Tested? Please describe the tests that you ran to verify your changes. Provide instructions so we can reproduce. Please also list any relevant details for your test configuration. locally and specs ## 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 - [x] Any dependent changes have been merged and published in downstream modules |
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Aakash BakhleandGitHub
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1c7e60880d |
fix: add harness on false promises (#14672)
# Pull Request Template ## Description https://linear.app/chatwoot/issue/AI-179/false-promise-soft-handoff-guard ## Type of change - [x] Bug fix (non-breaking change which fixes an issue) ## How Has This Been Tested? Please describe the tests that you ran to verify your changes. Provide instructions so we can reproduce. Please also list any relevant details for your test configuration. Against negative cases identified by evals ## 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 |
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Aakash BakhleandGitHub
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8e27ca4282 |
fix(firecrawl): get url in case sourceUrl is not available (#14820)
# Pull Request Template ## Description Fixes inconsistency by adding a fallback to use `url` instead of `sourceUrl` when Firecrawl returns empty `sourceUrl` in production. We switched to v2 endpoints of Firecrawl in https://github.com/chatwoot/chatwoot/pull/14624 and it worked locally, but seems to fail for some cases in production. ## Type of change - [x] Bug fix (non-breaking change which fixes an issue) ## How Has This Been Tested? Please describe the tests that you ran to verify your changes. Provide instructions so we can reproduce. Please also list any relevant details for your test configuration. locally ## 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 - [x] Any dependent changes have been merged and published in downstream modules |
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df79c0bbde |
feat: exclude stale conversations via assignment policy age threshold (#14766)
## Linear ticket - https://linear.app/chatwoot/issue/CW-7137/assignment-v2-backlog-flush-overloads-agents ## Description Assignment policies now skip stale unassigned conversations automatically. Each policy carries an age threshold (defaults to 7 days), so auto-assignment only picks up recent backlog instead of draining very old, forgotten conversations. The threshold is configurable per policy and can be cleared to assign conversations regardless of age. Previously this control existed only on Enterprise capacity policies (`exclude_older_than_hours`); it now lives on the assignment policy itself, so every V2 inbox benefits without needing a capacity policy. ## Type of change - [ ] New feature (non-breaking change which adds functionality) ## How Has This Been Tested? - Local UI flows ## Screenshots? <img width="645" height="822" alt="image" src="https://github.com/user-attachments/assets/ec58db86-c1fa-4f9e-be87-2e24ff02e077" /> ## 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: Sony Mathew <sony@chatwoot.com> |
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647cfc2d83 |
feat: distinguish agent-declined calls with a rejected status (#14783)
## Linear ticket - https://linear.app/chatwoot/issue/CW-7374/agent-declined-voice-calls-miscounted-as-failed ## Description Agent rejections were stored with status: failed, so call reports lumped deliberate declines together with real technical failure. Fix: give declines their own terminal rejected status (Twilio + WhatsApp paths), keeping end_reason: agent_rejected. Genuine provider/network failures stay failed. Frontend renders declines exactly as before; existing rows backfilled via migration. ## Type of change - [ ] Bug fix (non-breaking change which fixes an issue) ## How Has This Been Tested? - Tested on UI ## 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: Sony Mathew <sony@chatwoot.com> |
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Sojan JoseandGitHub
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e86222034e |
fix(auth): record attribution for oauth signups (#14796)
Google OAuth signups now persist the same first-party attribution cookies as email signups on Chatwoot Cloud. This keeps attribution capture owned by the website and reuses the existing Enterprise-only account attribution service. The OAuth callback only records the already-shaped first-touch and last-touch cookie payload after a new account is created. ## What changed - Added Enterprise-only attribution persistence to the Google OAuth signup account creation path. - Reuses `Internal::Accounts::MarketingAttributionService`. - Keeps attribution best-effort so failures do not interrupt OAuth signup. - Leaves existing email signup and SAML behavior unchanged. ## How to test - Start from a Chatwoot Cloud-like setup with attribution cookies present. - Sign up using the Google OAuth button. - Confirm the created account has `internal_attributes['marketing_attribution']` with `first_touch` and `last_touch`. - Confirm existing Google OAuth login still redirects normally. Validation run locally: - `bundle exec rspec spec/enterprise/controllers/enterprise/devise_overrides/google_oauth_attribution_spec.rb` - `bundle exec rspec spec/controllers/devise/omniauth_callbacks_controller_spec.rb spec/enterprise/controllers/enterprise/devise_overrides/google_oauth_attribution_spec.rb` - `bundle exec rubocop enterprise/app/controllers/enterprise/devise_overrides/omniauth_callbacks_controller.rb spec/enterprise/controllers/enterprise/devise_overrides/google_oauth_attribution_spec.rb` |
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2b37fef0e0 |
fix(companies): sync contact company names (#14759)
Fixes company-contact name drift when a company is renamed or deleted. Closes: N/A ## Why Contacts keep a denormalized `additional_attributes.company_name` for display and filtering. Company rename/delete flows could leave that copied value stale even though the actual `company_id` relationship changed. ## What changed - Enqueues an async company contact-name sync job when a company name changes. - Moves company deletion into `Companies::DeleteJob`. - The delete job unlinks linked contacts, clears only the copied `company_name`, and then deletes the company. - Uses bulk JSON updates for the cleanup path so contact records are not saved, which avoids contact update callbacks, webhook dispatch, and automation side effects. ## How to test - Link a contact to a company, rename the company, and confirm the contact company name updates after the job runs. - Delete a company with linked contacts and confirm the delete job removes the company, unassigns linked contacts, and preserves other contact additional attributes. --------- Co-authored-by: Sony Mathew <sony@chatwoot.com> Co-authored-by: Sony Mathew <2040199+sony-mathew@users.noreply.github.com> |