Commit Graph
311 Commits
Author SHA1 Message Date
Sivin VargheseandGitHub b33eecaff7 feat: bulk change category for articles (#14443) 2026-05-26 17:32:58 +05:30
c4a6a19e9b feat(voice): WhatsApp Cloud Calling — UI [6] (#14346)
## Summary

Frontend for WhatsApp Cloud Calling: header / contact-panel call
buttons, ringing widget, accept/reject/hangup, mute, in-bubble audio
player + transcript, recording-on-hangup upload, mid-call reload
warning. WebRTC is browser-direct to Meta — no media server bridge.

## Closes
- https://linear.app/chatwoot/issue/PLA-150

## How to test

Requires backend support — the controller, services, model changes, and
routes ship in **#14334** (`feature/pla-150`). Merge / deploy that first
(or simultaneously); the FE alone won't function without those
endpoints.

Then on staging, for a WhatsApp Cloud + embedded-signup inbox with the
new \`Configuration → Enable voice calling\` toggle ON and webhook
registered:

1. **Outbound** — open a conversation, click the phone icon in the
conversation header (or contact panel), grant mic, your phone rings,
answer, audio both ways, hang up. Recording + transcript land in the
bubble within ~10s.
2. **Inbound** — call the business number from your phone. The
FloatingCallWidget appears bottom-right with caller name. Click accept,
audio both ways, hang up. Recording + transcript appear.
3. **Mute** — during an active WhatsApp call, click the mic icon next to
hangup. Speech stops reaching Meta until you click again.
4. **Mid-call reload guard** — try `Cmd-R` during an active call;
browser shows a confirm prompt.

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2026-05-22 18:42:39 +05:30
6b1d8203c6 fix: remove unused working hours endpoint (#13839)
Fixes #13752

Removes the standalone `working_hours` API endpoint instead of fixing
only the callback typo in `WorkingHoursController`.

## Why

The route is not used by the dashboard. The supported product flow
already updates business hours through `PATCH
/api/v1/accounts/:account_id/inboxes/:id`.

The standalone endpoint was already unusable in practice:
- The controller callback pointed to the wrong method.
- Fixing that callback alone would still leave the endpoint blocked by
missing `WorkingHourPolicy` authorization.
- Keeping the route would preserve unsupported API surface without
making the product flow better.

## What this change does

- Removes `PATCH/PUT /api/v1/accounts/:account_id/working_hours/:id`.
- Deletes `Api::V1::Accounts::WorkingHoursController`.
- Leaves the inbox working-hours update path unchanged.

Compatibility note: this removes an undocumented endpoint that was
already unusable in practice. Working-hours updates should continue to
go through the supported inbox update API.

## Validation

- Ran `bin/rails routes -g working_hours` and confirmed the standalone
working-hours API route is no longer present.
- Searched for remaining `WorkingHoursController` and `resources
:working_hours` references.

---------

Co-authored-by: easonysliu <easonysliu@tencent.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
2026-05-22 13:41:09 +05:30
27f2c2b392 feat: Unread Count: added api, store refresher, invalidation and events (2/3)[CW-6851] (#14369)
# Pull Request Template

## Description

This is the second PR in a series of PRs for Introducing unread counts
in the sidebar for inboxes and labels.

In this PR:

* added api for unread counts 
* Added the store refresher and invalidation with event listeners
* Added action cable event
* Added specs for the changes

Issue:
https://linear.app/chatwoot/issue/CW-6851/support-unread-conversation-counts

## Type of change

Please delete options that are not relevant.

- [ ] 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?

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.


## 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: Sojan Jose <sojan@pepalo.com>
2026-05-20 17:36:09 +05:30
64585faff0 feat: Add a documentation layout design for public help center portal (#14403)
https://github.com/user-attachments/assets/fc4d15f9-2b54-4627-940f-94772ec739b1

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2026-05-18 12:30:08 -07:00
dc332dd93e feat: add attachments endpoint for contact media view (#14391)
# Pull Request Template

## Description

This PR adds an endpoint to fetch all attachments shared with or by a
contact across all of their conversations.

Results are scoped based on the access:
* Admins can access all attachments
* Agents can access attachments only from inboxes they belong to
* Custom role agents are further filtered based on their conversation
permissions

Each attachment payload includes `conversation_id`, allowing the UI to
deep-link back to the source conversation.

Added `GET
/api/v1/accounts/:account_id/contacts/:contact_id/attachments` under the
existing contacts scope.

Fixes
https://linear.app/chatwoot/issue/CW-7021/add-media-view-to-the-contact-details-page

## Type of change

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


## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules

---------

Co-authored-by: Sojan Jose <sojan@pepalo.com>
2026-05-14 21:34:39 +05:30
de696a55cb feat(voice): add WhatsApp inbound call webhook pipeline [3] (#14315)
Adds the server-side flow that turns Meta WhatsApp Cloud Calling
webhooks into Chatwoot Calls, conversations, voice_call message bubbles,
and ActionCable broadcasts. Stacked on top of #14312 (PR-2 — provider
methods); intentionally does not include the HTTP controller, routes, or
frontend (those land in PR-4 and PR-9).

## Closes
- Part of the WhatsApp Cloud Calling rollout. Linear: TBD

## What changed

**Webhook routing**
- `app/jobs/webhooks/whatsapp_events_job.rb` — append
`prepend_mod_with('Webhooks::WhatsappEventsJob')` so EE can extend it
without forking.
- `enterprise/app/jobs/enterprise/webhooks/whatsapp_events_job.rb` (new)
— overlay that prepends `handle_message_events` to intercept `field:
'calls'` payloads (route to `Whatsapp::IncomingCallService`) and
`interactive.call_permission_reply` messages (route to
`Whatsapp::CallPermissionReplyService`); falls through with `super` for
regular messages.

**Services**
- `enterprise/app/services/whatsapp/incoming_call_service.rb` (new) —
gated on `provider_config['calling_enabled']`; processes `connect`
(creates inbound call via `Voice::InboundCallBuilder` or transitions an
existing outbound call to `in_progress`) and `terminate` events; updates
conversation `additional_attributes` and broadcasts
`voice_call.incoming`/`voice_call.outbound_connected`/`voice_call.ended`.
- `enterprise/app/services/whatsapp/call_permission_reply_service.rb`
(new) — handles WhatsApp interactive `call_permission_reply` replies;
clears the conversation's `call_permission_requested_at` flag and
broadcasts `voice_call.permission_granted` so the agent UI can re-enable
the call button.

**Builder/model adjustments**
- `enterprise/app/services/voice/inbound_call_builder.rb` —
provider-agnostic; accepts `provider:` and `extra_meta:` kwargs, drops
`account:` (now derived from `inbox.account` to keep the param count
under rubocop's ceiling without disabling cops), uses digits-only
`source_id` for WhatsApp ContactInbox (validation requires
`^\d{1,15}\z`), skips Twilio-only `conference_sid` for non-Twilio
providers.
- `enterprise/app/services/voice/call_message_builder.rb` — adds
`create!`/`update_status!` API and `CALL_TO_VOICE_STATUS` map; uses
direct `Message.create!` (bypasses `Messages::MessageBuilder`'s
incoming-on-non-Api-inbox guard, which would otherwise reject the system
bubble); content is `'WhatsApp Call'` for WhatsApp and `'Voice Call'`
for Twilio. Backwards-compatible `perform!` retained for the existing
Twilio call sites.
- `enterprise/app/models/call.rb` — adds `default_ice_servers` (driven
by `VOICE_CALL_STUN_URLS` env), `direction_label` alias for the
`inbound`/`outbound` strings the FE expects, and
`ringing?`/`in_progress?`/`terminal?` predicates used throughout the
pipeline.

**Outgoing-channel guard**
- `app/services/base/send_on_channel_service.rb` — extends
`invalid_message?` to skip messages with `content_type == 'voice_call'`.
Without this, agent-initiated outbound calls (PR-4) would deliver
\"WhatsApp Call\" as a text message to the contact every time.

**Twilio call-site update**
- `enterprise/app/controllers/twilio/voice_controller.rb` — drops the
now-redundant `account: current_account` kwarg from the
`Voice::InboundCallBuilder.perform!` call.

**Tests**
- New: `spec/enterprise/services/whatsapp/incoming_call_service_spec.rb`
(5 examples — calling-disabled, inbound connect, outbound connect,
terminate completed, terminate no-answer, unknown event).
- New:
`spec/enterprise/services/whatsapp/call_permission_reply_service_spec.rb`
(3 examples — accept, reject, calling-disabled).
- Updated: `spec/enterprise/services/voice/inbound_call_builder_spec.rb`
and `spec/enterprise/controllers/twilio/voice_controller_spec.rb` to
drop the `account:` kwarg from call expectations.

## How to test

In `rails console` against an account with a WhatsApp inbox where
`provider_config['calling_enabled']` is true:

```ruby
inbox = Inbox.find(<id>)
params = { calls: [{ id: 'wacid_test', from: '15550001111', event: 'connect',
                     session: { sdp: 'v=0...', sdp_type: 'offer' } }] }
Whatsapp::IncomingCallService.new(inbox: inbox, params: params).perform
# => Conversation + Call (status: 'ringing', provider: 'whatsapp') + voice_call message bubble
# => ActionCable broadcasts `voice_call.incoming` to the assignee or account-wide

# Then terminate it:
Whatsapp::IncomingCallService.new(inbox: inbox,
  params: { calls: [{ id: 'wacid_test', event: 'terminate', duration: 0, terminate_reason: 'no_answer' }] }
).perform
# => Call status flips to 'no_answer', message bubble updates, `voice_call.ended` broadcast fires
```

End-to-end browser flow (Meta → cable → UI) requires the controller from
PR-4 and the frontend from PR-9.

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 11:23:57 +05:30
Sojan JoseandGitHub 086aa36ffe feat(companies): add notes and history to company details (#14401) 2026-05-11 23:15:25 +05:30
salmonumbrellaandGitHub fe44b07147 feat(companies): add company detail page (#14054) 2026-05-06 20:50:27 +05:30
0bd0cab868 feat(voice): Attach call recordings + show call duration on the bubble (#14344)
When an inbound voice call ends, the conversation bubble now (1) renders
an inline audio player as soon as Twilio finishes the recording and (2)
shows the call duration alongside "Call ended" so the agent gets the
at-a-glance summary without opening the recording.

Fixes
https://linear.app/chatwoot/issue/PLA-118/feat-recordings-on-calls-should-be-attached-on-the-conversation
and
https://linear.app/chatwoot/issue/PLA-119/duration-of-the-call-is-not-visible-on-the-chat-bubble

## How to test

1. Set up a Twilio voice inbox and trigger an inbound call.
2. Answer the call from an agent, talk for a few seconds, then hang up.
3. As soon as the call ends, the bubble should read **"Call ended —
0:NN"** (where NN is the call duration in seconds).
4. Wait a few seconds for Twilio to finish processing the recording
(usually <30s after hangup).
5. The same bubble should now show an inline audio player below the
duration. Press play; the recording should be audible.
6. Refresh the page — both the duration and the player should still be
there.
7. End a second call on the same conversation — its bubble should get
its own duration + player, independent of the first.

---------

Co-authored-by: Muhsin <12408980+muhsin-k@users.noreply.github.com>
2026-05-04 17:14:01 +04:00
e723c6b6f2 fix: Prevent platform banners cloud check from breaking app boot (#14321)
The `ChatwootApp.chatwoot_cloud?` gate on the platform banners route in
#13943 reads `InstallationConfig` from the database. Because `routes.rb`
is evaluated during `Rails.application.initialize!`, this ran before the
database existed on a fresh setup, breaking `bundle exec rake db:create`
in CI and first-time installs with `ActiveRecord::NoDatabaseError: We
could not find your database: chatwoot_test`.

The route is now always mounted, and the cloud check moved to where the
database is guaranteed to be available — the controller
(`before_action`) and the super admin sidebar partial.

Closes the CI failure introduced by #13943.

## How to test
1. Drop your local databases: `bundle exec rake db:drop`
2. Run `bundle exec rake db:create` — it should succeed (previously
failed with `NoDatabaseError`)
3. Bring the DB back: `bundle exec rake db:setup`
4. On a non-cloud install, visit `/super_admin/platform_banners` —
should 404, and the sidebar entry should be hidden
5. With `DEPLOYMENT_ENV=cloud` configured (cloud install), the page and
sidebar entry should work as before

## What changed
- `config/routes.rb` — always mount `resources :platform_banners` (no DB
call at boot)
- `app/controllers/super_admin/platform_banners_controller.rb` —
`before_action` raises `ActionController::RoutingError` (404) when not
on Chatwoot Cloud
- `app/views/super_admin/application/_navigation.html.erb` — hides the
sidebar entry on non-cloud installs

---------

Co-authored-by: Muhsin <12408980+muhsin-k@users.noreply.github.com>
2026-04-29 19:30:06 +04:00
5325e05143 feat: Add platform-wide status banners for outage notifications (#13943)
Adds a platform-wide status banner system to notify all users about
external service outages. Super Admins can create, edit, and manage
banners via the Super Admin console. Banners support markdown for links
and are dismissible by users.


<img width="1099" height="236" alt="image"
src="https://github.com/user-attachments/assets/047a7994-d885-4a8a-b9c4-aeb32f15474a"
/>




## How to test
1. Set `ENABLE_PLATFORM_BANNERS=true` in your environment
2. Go to Super Admin → Platform Banners
3. Create a banner with a message like: `Elevated error rates from Meta
APIs. [Check status](https://metastatus.com)`
4. Select a banner type: `info` (blue), `warning` (amber), or `error`
(red)
5. Visit the dashboard — the banner should appear at the top
6. Click "Dismiss" — the banner hides and stays dismissed across page
reloads
7. Deactivate the banner in Super Admin — it disappears on next page
load

## What changed
- New `PlatformBanner` model with `banner_message`, `banner_type`
(info/warning/error), and `active` flag
- Super Admin CRUD via Administrate (controller, dashboard, routes,
sidebar icon)
- `DashboardController` serves active banners via `globalConfig`
- `StatusBanner.vue` component renders banners with markdown support and
per-banner localStorage dismiss
- Feature gated behind `ENABLE_PLATFORM_BANNERS` env var

🤖 Generated with [Claude Code](https://claude.com/claude-code)

---------

Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Muhsin <12408980+muhsin-k@users.noreply.github.com>
2026-04-29 17:18:38 +04:00
Aakash BakhleandGitHub 568aae875b feat: wire up auto-sync job backend [AI-150] (#14117)
# Pull Request Template

## Description

- Wires up Controllers to auto-sync job
- adds plan based sync schedule
- a scheduler that runs every hour to check syncable documents
- guards the whole feature behind feature flag by reclaiming
`twilio_content_templates`
- Adds a global and account level cap on how many documents to enqueue
to prevent sudden burst at first run
- some refactor to simplify code
- specs

Fixes # (issue)

## 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.

specs and 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
2026-04-29 14:47:14 +05:30
2ada713f29 feat: Add bulk actions for help center articles (translate, status change, delete) (#14137)
Fixes
https://linear.app/chatwoot/issue/CW-6950/support-bulk-actions-for-publish-archive-move-to-draft-delete-in

How to test

1. Go to Help Center → Articles
2. Select articles using checkboxes → bulk bar appears
3. Click Publish/Draft/Archive → articles update, list refreshes
4. Click Delete → confirmation dialog → articles removed
5. Click Translate (requires Captain enabled) → select locale + category
→ translation starts
6. Try translating to a locale that already has translations → warning
with links to existing articles → "Overwrite and translate" proceeds
8. Single article: click three-dot menu → Translate → same dialog opens
for that article



https://github.com/user-attachments/assets/7c76495e-f89e-4456-92bd-a6639a9992f4

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-24 09:13:43 -07:00
PranavandGitHub 751c28d94d feat(ee): Add article translation via LLM in help center (#14136)
Adds the ability to translate help center articles to other languages using Captain's LLM infrastructure. Translated articles are created as drafts linked to the source article.

Fixes
https://linear.app/chatwoot/issue/CW-6901/translate-article-to-another-language

**How to test**

1. Navigate to Help Center → Articles for a portal with multiple locales
2. Click the three-dot menu on any article → "Translate"
3. Select a target language and category → click Translate
4. Switch to the target locale — the translated article appears as a
draft
5. Try translating the same article again — a warning shows the existing
translation with a link to open it in a new tab
6. Click "Overwrite and translate" to replace the existing translation


https://github.com/user-attachments/assets/1d2e991b-f0ac-403a-bcc1-2181b5731ea4
2026-04-24 08:51:26 -07:00
6a9c44476e feat(super-admin): Add push diagnostics tool (#14105)
We're getting many customer reports saying "I'm not getting
notifications." We can't always identify the root cause since there are
multiple points of failure. Added a **Push Diagnostics** tool in Super
Admin to help us investigate mobile/web push issues.

Here's how it works:

- Look up a user by email/ID → see all their registered subscriptions
with device info (iOS/Android, brand, model), token freshness, and
last-updated time
- Send a customizable test push and read the raw FCM/web-push/relay
response to see if the customer is receiving push notifications—if not,
it will show proper errors.
- Delete broken subscriptions so the mobile app re-registers on next
launch
<img width="3816" height="1974" alt="CleanShot 2026-04-20 at 12 56
56@2x"
src="https://github.com/user-attachments/assets/08ecab6f-7ec3-44b3-a114-5e6eb8cf0879"
/>

Fixes https://linear.app/chatwoot/issue/CW-6892/push-diagnostics-tool

---------

Co-authored-by: Muhsin <12408980+muhsin-k@users.noreply.github.com>
Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-21 15:55:12 +04:00
4f94ad4a75 feat: ensure signup verification [UPM-14] (#13858)
Previously, signing up gave immediate access to the app. Now,
unconfirmed users are redirected to a verification page where they can
resend the confirmation email.

- After signup, the user is routed to `/auth/verify-email` instead of
the dashboard
- After login, unconfirmed users are redirected to the verification page
- The dashboard route guard catches unconfirmed users and redirects them
- `active_for_authentication?` is removed from the sessions controller
so unconfirmed users can authenticate — the frontend gates access
instead
- If the user visits the verification page after already confirming,
they're automatically redirected to the dashboard
- No session is issued until the user is verified

<details><summary>Demo</summary>
<p>

#### Fresh Signup


https://github.com/user-attachments/assets/abb735e5-7c8e-44a2-801c-96d9e4823e51

#### Google Fresh Signup


https://github.com/user-attachments/assets/ab9e389a-a604-4a9d-b492-219e6d94ee3f


#### Create new account from Dashboard


https://github.com/user-attachments/assets/c456690d-1946-4e0b-834b-ad8efcea8369



</p>
</details>

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2026-04-07 13:45:17 +05:30
95463230cb feat: sign webhooks for API channel and agentbots (#13892)
Account webhooks sign outgoing payloads with HMAC-SHA256, but agent bot
and API inbox webhooks were delivered unsigned. This PR adds the same
signing to both.

Each model gets a dedicated `secret` column rather than reusing the
agent bot's `access_token` (for API auth back into Chatwoot) or the API
inbox's `hmac_token` (for inbound contact identity verification). These
serve different trust boundaries and shouldn't be coupled — rotating a
signing secret shouldn't invalidate API access or contact verification.

The existing `Webhooks::Trigger` already signs when a secret is present,
so the backend change is just passing `secret:` through to the jobs.
Shared token logic is extracted into a `WebhookSecretable` concern
included by `Webhook`, `AgentBot`, and `Channel::Api`. The frontend
reuses the existing `AccessToken` component for secret display. Secrets
are admin-only and excluded from enterprise audit logs.

### How to test

Point an agent bot or API inbox webhook URL at a request inspector. Send
a message and verify `X-Chatwoot-Signature` and `X-Chatwoot-Timestamp`
headers are present. Reset the secret from settings and confirm
subsequent deliveries use the new value.

---------

Co-authored-by: Sojan Jose <sojan@pepalo.com>
2026-04-06 15:28:25 +05:30
8daf6cf6cb feat: captain custom tools v1 (#13890)
# Pull Request Template

## Description

Adds custom tool support to v1

## 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.

<img width="1816" height="958" alt="CleanShot 2026-03-24 at 11 37 33@2x"
src="https://github.com/user-attachments/assets/2777a953-8b65-4a2d-88ec-39f395b3fb47"
/>

<img width="378" height="488" alt="CleanShot 2026-03-24 at 11 38 18@2x"
src="https://github.com/user-attachments/assets/f6973c99-efd0-40e4-90fe-4472a2f63cea"
/>

<img width="1884" height="1452" alt="CleanShot 2026-03-24 at 11 38
32@2x"
src="https://github.com/user-attachments/assets/9fba4fc4-0c33-46da-888a-52ec6bad6130"
/>



## Checklist:

- [x] 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: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2026-04-02 12:40:11 +05:30
250650dd7a feat(platform): Add email channel migration endpoint for bulk OAuth channel creation (#13902)
Adds a Platform API endpoint that allows migrating existing Google and
Microsoft email channels (with OAuth credentials) into Chatwoot without
requiring end-users to re-authenticate. This enables customers who lack
Rails console access to programmatically migrate email channels from
legacy systems.
    
 ### How to test

1. Create a Platform App and grant it permissible access to a target
account
2. `POST /platform/api/v1/accounts/:account_id/email_channel_migrations`
with a payload like:
  ```json
  {
    "migrations": [
      {
        "email": "support@example.com",
        "provider": "google",
        "provider_config": {
          "access_token": "...",
          "refresh_token": "...",
          "expires_on": "..."
        },
        "inbox_name": "Migrated Support"
      }
    ]
  }
```
  3. Verify channels are created with correct provider, provider_config, and IMAP defaults
  4. Verify partial failures (e.g. duplicate email) don't roll back other migrations in the batch
  5. Verify unauthenticated and non-permissible requests return 401

---------

Co-authored-by: Sojan Jose <sojan@pepalo.com>
2026-03-25 15:58:08 -07:00
a452ce9e84 feat(whatsapp): add webhook registration and status endpoints (#13551)
## Description

Adds webhook configuration management for WhatsApp Cloud API channels,
allowing administrators to check webhook status and register webhooks
directly from Chatwoot without accessing Meta Business Manager.

## Type of change

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


## Screenshots

<img width="1130" height="676" alt="Screenshot 2026-03-05 at 7 04 18 PM"
src="https://github.com/user-attachments/assets/f5dcd9dd-8827-42c5-a52b-1024012703c2"
/>
<img width="1101" height="651" alt="Screenshot 2026-03-05 at 7 04 29 PM"
src="https://github.com/user-attachments/assets/e0bd59f9-2a90-4f24-87c0-b79f21e721ee"
/>



## 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: Muhsin Keloth <muhsinkeramam@gmail.com>
2026-03-16 12:48:16 +05:30
Sojan JoseandGitHub 42a244369d feat(help-center): enable drag-and-drop category reordering (#13706) 2026-03-05 12:53:38 +05:30
Muhsin KelothandGitHub 6be95e79f8 feat(csat): Add WhatsApp utility template analyzer with rewrite guidance (#13575)
CSAT templates for WhatsApp are submitted as Utility, but Meta may
reclassify them as Marketing based on content, which can significantly
increase messaging costs.
This PR introduces a Captain-powered CSAT template analyzer for
WhatsApp/Twilio WhatsApp that predicts utility fit, explains likely
risks, and suggests safer rewrites before submission. The flow is manual
(button-triggered), Captain-gated, and applies rewrites only on explicit
user action. It also updates UX copy to clearly set expectations: the
system submits as Utility, Meta makes the final categorization decision.

Fixes
https://linear.app/chatwoot/issue/CW-6424/ai-powered-whatsapp-template-classifier-for-csat-submissions


https://github.com/user-attachments/assets/8fd1d6db-2f91-447c-9771-3de271b16fd9
2026-02-24 15:11:04 +04:00
e75e8a77f6 feat(shopify): Add mandatory compliance webhooks with HMAC verification (#13549)
Fixes
https://linear.app/chatwoot/issue/CW-6494/add-shopify-mandatory-compliance-webhooks-for-app-store-listing

Shopify requires all public apps to handle three GDPR compliance
webhooks before they can be listed on the App Store. Their automated
review checks for these endpoints and verifies that apps validate HMAC
signatures on incoming requests. We were failing both checks.

This PR adds a single webhook endpoint at `POST /webhooks/shopify` that
receives all three compliance events. When Shopify sends a webhook, it
signs the payload with our app's client secret and includes the
signature in the `X-Shopify-Hmac-SHA256` header. Our controller reads
the raw body, computes the expected HMAC-SHA256 digest, and rejects
mismatched requests with a 401.

Shopify identifies the event type through the `X-Shopify-Topic` header.
For `customers/data_request` and `customers/redact`, we simply
acknowledge with a 200—Chatwoot doesn't persist any Shopify customer
data. All order lookups happen as live API calls at query time. For
`shop/redact`, which Shopify sends after a merchant uninstalls the app,
we delete the integration hook for that shop domain and remove the
stored access token and configuration.


### How to test via Rails console
```
secret = GlobalConfigService.load('SHOPIFY_CLIENT_SECRET', nil)
body = '{"shop_domain":"test.myshopify.com"}'
valid_hmac = Base64.strict_encode64(OpenSSL::HMAC.digest('SHA256', secret, body))
```

  #### Test 1: No HMAC → 401
```
app.post '/webhooks/shopify', params: body, headers: { 'Content-Type' => 'application/json', 'X-Shopify-Topic' => 'customers/data_request' }
app.response.code  # => "401"
```
  ####  Test 2: Invalid HMAC → 401
```
app.post '/webhooks/shopify', params: body, headers: { 'Content-Type' => 'application/json', 'X-Shopify-Hmac-SHA256' => 'invalid', 'X-Shopify-Topic' => 'customers/data_request' }
app.response.code  # => "401"
```
  ####  Test 3: Valid HMAC, customers/data_request → 200
```
app.post '/webhooks/shopify', params: body, headers: { 'Content-Type' => 'application/json', 'X-Shopify-Hmac-SHA256' => valid_hmac, 'X-Shopify-Topic' => 'customers/data_request' }
app.response.code  # => "200"
```

####  Test 4: Valid HMAC, customers/redact → 200
```
app.post '/webhooks/shopify', params: body, headers: { 'Content-Type' => 'application/json', 'X-Shopify-Hmac-SHA256' => valid_hmac, 'X-Shopify-Topic' => 'customers/redact' }
app.response.code  # => "200"
```

#### Test 5: Valid HMAC, shop/redact → 200 (deletes hook)
```  
# First check if a hook exists for this domain:
Integrations::Hook.where(app_id: 'shopify', reference_id: 'test.myshopify.com').count
app.post '/webhooks/shopify', params: body, headers: { 'Content-Type' => 'application/json', 'X-Shopify-Hmac-SHA256' => valid_hmac, 'X-Shopify-Topic' => 'shop/redact' }
app.response.code  # => "200"
```

---------

Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2026-02-17 16:52:13 +05:30
Muhsin KelothandGitHub 8eaea7c72e feat: Add standalone outgoing messages count API endpoint (#13419)
This PR adds a new standalone `GET
/api/v2/accounts/:id/reports/outgoing_messages_count` endpoint that
returns outgoing message counts grouped by agent, team, inbox, or label.
2026-02-04 19:36:50 +05:30
5ec77aca64 feat: Add first response time distribution report endpoint (#13400)
The index is already added in production.

Adds a new reporting API that returns conversation counts grouped by
channel type and first response time buckets (0-1h, 1-4h, 4-8h, 8-24h,
24h+).

- GET /api/v2/accounts/:id/reports/first_response_time_distribution
- Uses SQL aggregation to handle large datasets efficiently
- Adds composite index on reporting_events for query performance

Tested on production workload.
Request: GET
`/api/v2/accounts/1/reports/first_response_time_distribution?since=<since>&until=<until>`
Response payload:
```
{
    "Channel::WebWidget": {
      "0-1h": 120,
      "1-4h": 85,
      "4-8h": 32,
      "8-24h": 12,
      "24h+": 3
    },
    "Channel::Email": {
      "0-1h": 12,
      "1-4h": 28,
      "4-8h": 45,
      "8-24h": 35,
      "24h+": 10
    },
    "Channel::FacebookPage": {
      "0-1h": 50,
      "1-4h": 30,
      "4-8h": 15,
      "8-24h": 8,
      "24h+": 2
    }
  }
```

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2026-01-30 22:22:27 +04:00
6f45af605c feat: Add inbox-label matrix report endpoint (#13394)
This PR added new API endpoint GET
/api/v2/accounts/:account_id/reports/inbox_label_matrix that returns
conversation counts grouped by inbox and label in a matrix format.
Supports optional filtering by date range, inbox_ids, and label_ids.

---------

Co-authored-by: Pranav <pranav@chatwoot.com>
2026-01-29 13:32:59 -08:00
Vishnu NarayananandGitHub 0ca98bc84f feat: add lightweight /health endpoint (#13386)
The existing /api health check endpoint creates a new Redis connection
on every request and checks both Redis and Postgres availability. During
peak traffic, this creates unnecessary load and can cause cascading
failures when either service is slow - instances get marked unhealthy,
traffic shifts to remaining instances, which then also fail health
checks.

The new /health endpoint:
  - Returns immediately with 200 {"status":"woot"}
  - Skips all middleware and authentication
  - No Redis or Postgres dependency
- Suitable for health checks that only need to verify the web server is
responding
2026-01-29 00:24:01 +05:30
6a482926b4 feat: new Captain Editor (#13235)
Co-authored-by: Aakash Bakhle <48802744+aakashb95@users.noreply.github.com>
Co-authored-by: Vishnu Narayanan <iamwishnu@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: aakashb95 <aakashbakhle@gmail.com>
2026-01-21 13:39:07 +05:30
PranavandGitHub a8b302d4cd feat(ee): Review Notes for CSAT Reports (#13289)
CSAT scores are helpful, but on their own they rarely tell the full
story. A drop in rating can come from delayed timelines, unclear
expectations, or simple misunderstandings, even when the issue itself
was handled correctly.

Review Notes for CSAT let admins/report manager roles add internal-only
context next to each CSAT response. This makes it easier to interpret
scores properly and focus on patterns and root causes, not just numbers.


<img width="2170" height="1680" alt="image"
src="https://github.com/user-attachments/assets/56df7fab-d0a7-4a94-95b9-e4c459ad33d5"
/>


### Why this matters

* Capture the real context behind individual CSAT ratings
* Clarify whether a low score points to a genuine service issue or a
process gap
* Spot recurring themes across conversations and teams
* Make CSAT reviews more useful for leadership reviews and
retrospectives

### How Review Notes work

**View CSAT responses**
Open the CSAT report to see overall metrics, rating distribution, and
individual responses.

**Add a Review Note**
For any CSAT entry, managers can add a Review Note directly below the
customer’s feedback.

**Document internal insights**
Use Review Notes to capture things like:

* Why a score was lower or higher than expected
* Patterns you are seeing across similar cases
* Observations around communication, timelines, or customer expectations

Review Notes are visible only to administrators and people with report
access only. We may expand visibility to agents in the future based on
feedback. However, customers never see them.

Each note clearly shows who added it and when, making it easy to review
context and changes over time.
2026-01-15 19:53:57 -08:00
821a5b85c2 feat: Add conversations summary CSV export (#13110)
# Pull Request Template

## Description

This PR adds support for exporting conversation summary reports as CSV.
Previously, the Conversations report incorrectly showed an option to
download agent reports; this has now been fixed to export
conversation-level data instead.

Fixes
https://linear.app/chatwoot/issue/CW-6176/conversation-reports-export-button-exports-agent-reports-instead

## Type of change

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

## How Has This Been Tested?

### Screenshot
<img width="1859" height="1154" alt="image"
src="https://github.com/user-attachments/assets/419d26f4-fda9-4782-aea6-55ffad0c37ab"
/>



## 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: Muhsin Keloth <muhsinkeramam@gmail.com>
2026-01-13 12:30:26 +04:00
PranavandGitHub 0917e1a646 feat: Add an API to support querying metrics by ChannelType (#13255)
This API gives you how many conversations exist per channel, broken down
by status in a given time period. The max time period is capped to 6
months for now.

**Input Params:**
- **since:** Unix timestamp (seconds) - start of date range
- **until:** Unix timestamp (seconds) - end of date range


**Response Payload:**

```json
{
  "Channel::Sms": {
    "resolved": 85,
    "snoozed": 10,
    "open": 5,
    "pending": 5,
    "total": 100
  },
  "Channel::Email": {
    "resolved": 72,
    "snoozed": 15,
    "open": 13,
    "pending": 13,
    "total": 100
  },
  "Channel::WebWidget": {
    "resolved": 90,
    "snoozed": 7,
    "open": 3,
    "pending": 3,
    "total": 100
  }
}
```

**Definitons:**
resolved = Number of conversations created within the selected time
period that are currently marked as resolved.
snoozed = Number of conversations created within the selected time
period that are currently marked as snoozed.
pending = Number of conversations created within the selected time
period that are currently marked as pending.
open = Number of conversations created within the selected time period
that are currently open.
total = Total number of conversations created within the selected time
period, across all statuses.
2026-01-12 23:18:47 -08:00
34b42a1ce1 feat: add global config for captain settings (#13141)
Co-authored-by: aakashb95 <aakashbakhle@gmail.com>
Co-authored-by: Aakash Bakhle <48802744+aakashb95@users.noreply.github.com>
2026-01-12 19:54:19 +05:30
ca5e112a8c feat: TikTok channel (#12741)
fixes: #11834

This pull request introduces TikTok channel integration, enabling users
to connect and manage TikTok business accounts similarly to other
supported social channels. The changes span backend API endpoints,
authentication helpers, webhook handling, configuration, and frontend
components to support TikTok as a first-class channel.


**Key Notes**
* This integration is only compatible with TikTok Business Accounts
* Special permissions are required to access the TikTok [Business
Messaging
API](https://business-api.tiktok.com/portal/docs?id=1832183871604753).
* The Business Messaging API is region-restricted and is currently
unavailable to users in the EU.
* Only TEXT, IMAGE, and POST_SHARE messages are currently supported due
to limitations in the TikTok Business Messaging API
* A message will be successfully sent only if it contains text alone or
one image attachment. Messages with multiple attachments or those
combining text and attachments will fail and receive a descriptive error
status.
* Messages sent directly from the TikTok App will be synced into the
system
* Initiating a new conversation from the system is not permitted due to
limitations from the TikTok Business Messaging API.


**Backend: TikTok Channel Integration**

* Added `Api::V1::Accounts::Tiktok::AuthorizationsController` to handle
TikTok OAuth authorization initiation, returning the TikTok
authorization URL.
* Implemented `Tiktok::CallbacksController` to handle TikTok OAuth
callback, process authorization results, create or update channel/inbox,
and handle errors or denied scopes.
* Added `Webhooks::TiktokController` to receive and verify TikTok
webhook events, including signature verification and event dispatching.
* Created `Tiktok::IntegrationHelper` module for JWT-based token
generation and verification for secure TikTok OAuth state management.

**Configuration and Feature Flags**

* Added TikTok app credentials (`TIKTOK_APP_ID`, `TIKTOK_APP_SECRET`) to
allowed configs and app config, and registered TikTok as a feature in
the super admin features YAML.
[[1]](diffhunk://#diff-5e46e1d248631a1147521477d84a54f8ba6846ea21c61eca5f70042d960467f4R43)
[[2]](diffhunk://#diff-8bf37a019cab1dedea458c437bd93e34af1d6e22b1672b1d43ef6eaa4dcb7732R69)
[[3]](diffhunk://#diff-123164bea29f3c096b0d018702b090d5ae670760c729141bd4169a36f5f5c1caR74-R79)

**Frontend: TikTok Channel UI and Messaging Support**

* Added `TiktokChannel` API client for frontend TikTok authorization
requests.
* Updated channel icon mappings and tests to include TikTok
(`Channel::Tiktok`).
[[1]](diffhunk://#diff-b852739ed45def61218d581d0de1ba73f213f55570aa5eec52aaa08f380d0e16R16)
[[2]](diffhunk://#diff-3cd3ae32e94ef85f1f2c4435abf0775cc0614fb37ee25d97945cd51573ef199eR64-R69)
* Enabled TikTok as a supported channel in contact forms, channel
widgets, and feature toggles.
[[1]](diffhunk://#diff-ec59c85e1403aaed1a7de35971fe16b7033d5cd763be590903ebf8f1ca25a010R47)
[[2]](diffhunk://#diff-ec59c85e1403aaed1a7de35971fe16b7033d5cd763be590903ebf8f1ca25a010R69)
[[3]](diffhunk://#diff-725b90ca7e3a6837ec8291e9f57094f6a46b3ee00e598d16564f77f32cf354b0R26-R29)
[[4]](diffhunk://#diff-725b90ca7e3a6837ec8291e9f57094f6a46b3ee00e598d16564f77f32cf354b0R51-R54)
[[5]](diffhunk://#diff-725b90ca7e3a6837ec8291e9f57094f6a46b3ee00e598d16564f77f32cf354b0R68)
* Updated message meta logic to support TikTok-specific message statuses
(sent, delivered, read).
[[1]](diffhunk://#diff-e41239cf8dda36c1bd1066dbb17588ae8868e56289072c74b3a6d7ef5abdd696R23)
[[2]](diffhunk://#diff-e41239cf8dda36c1bd1066dbb17588ae8868e56289072c74b3a6d7ef5abdd696L63-R65)
[[3]](diffhunk://#diff-e41239cf8dda36c1bd1066dbb17588ae8868e56289072c74b3a6d7ef5abdd696L81-R84)
[[4]](diffhunk://#diff-e41239cf8dda36c1bd1066dbb17588ae8868e56289072c74b3a6d7ef5abdd696L103-R107)
* Added support for embedded message attachments (e.g., TikTok embeds)
with a new `EmbedBubble` component and updated message rendering logic.
[[1]](diffhunk://#diff-c3d701caf27d9c31e200c6143c11a11b9d8826f78aa2ce5aa107470e6fdb9d7fR31)
[[2]](diffhunk://#diff-047859f9368a46d6d20177df7d6d623768488ecc38a5b1e284f958fad49add68R1-R19)
[[3]](diffhunk://#diff-c3d701caf27d9c31e200c6143c11a11b9d8826f78aa2ce5aa107470e6fdb9d7fR316)
[[4]](diffhunk://#diff-cbc85e7c4c8d56f2a847d0b01cd48ef36e5f87b43023bff0520fdfc707283085R52)
* Adjusted reply policy and UI messaging for TikTok's 48-hour reply
window.
[[1]](diffhunk://#diff-0d691f6a983bd89502f91253ecf22e871314545d1e3d3b106fbfc76bf6d8e1c7R208-R210)
[[2]](diffhunk://#diff-0d691f6a983bd89502f91253ecf22e871314545d1e3d3b106fbfc76bf6d8e1c7R224-R226)

These changes collectively enable end-to-end TikTok channel support,
from configuration and OAuth flow to webhook processing and frontend
message handling.


------------

# TikTok App Setup & Configuration
1. Grant access to the Business Messaging API
([Documentation](https://business-api.tiktok.com/portal/docs?id=1832184145137922))
2. Set the app authorization redirect URL to
`https://FRONTEND_URL/tiktok/callback`
3. Update the installation config with TikTok App ID and Secret
4. Create a Business Messaging Webhook configuration and set the
callback url to `https://FRONTEND_URL/webhooks/tiktok`
([Documentation](https://business-api.tiktok.com/portal/docs?id=1832190670631937))
. You can do this by calling
`Tiktok::AuthClient.update_webhook_callback` from rails console once you
finish Tiktok channel configuration in super admin ( will be automated
in future )
5. Enable TikTok channel feature in an account

---------

Co-authored-by: Sojan Jose <sojan@pepalo.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
2025-12-17 07:54:50 -08:00
PranavandGitHub bb8bafe3dc feat(ce): Add Year in review feature (#13078)
<img width="1502" height="813" alt="Screenshot 2025-12-15 at 5 01 57 PM"
src="https://github.com/user-attachments/assets/ea721f00-403c-4adc-8410-5c0fa4ee4122"
/>
2025-12-15 17:24:45 -08:00
Sojan JoseandGitHub d2ba9a2ad3 feat(enterprise): add voice conference API (#13064)
The backend APIs for the voice call channel 
ref: #11602
2025-12-15 15:11:59 -08:00
2bd8e76886 feat: Add backend changes for whatsapp csat template (#12984)
This PR add the backend changes for the feature [sending CSAT surveys
via WhatsApp message templates
](https://github.com/chatwoot/chatwoot/pull/12787)

---------

Co-authored-by: Vinay Keerthi <11478411+stonecharioteer@users.noreply.github.com>
2025-12-11 16:36:37 +05:30
eb759255d8 perf: update the logic to purchase credits (#12998)
## Description

- Replaces Stripe Checkout session flow with direct card charging for AI
credit top-ups
- Adds a two-step confirmation modal (select package → confirm purchase)
for better UX
- Creates Stripe invoice directly and charges the customer's default
payment method immediately

## Type of change

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

## How Has This Been Tested?

- Using the specs
- UI manual test cases

<img width="945" height="580" alt="image"
src="https://github.com/user-attachments/assets/52bdad46-cd0e-4927-b13f-54c6b6353bcc"
/>

<img width="945" height="580" alt="image"
src="https://github.com/user-attachments/assets/231bc7e9-41ac-440d-a93d-cba45a4d3e3e"
/>


## 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: Shivam Mishra <scm.mymail@gmail.com>
2025-12-08 10:52:17 +05:30
b269cca0bf feat: Add AI credit topup flow for Stripe (#12988)
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
2025-12-02 17:53:44 -08:00
48627da0f9 feat: outbound voice call essentials (#12782)
- Enables outbound voice calls in voice channel . We are only caring
about wiring the logic to trigger outgoing calls to the call button
introduced in previous PRs. We will connect it to call component in
subsequent PRs

ref: #11602 

## Screens

<img width="2304" height="1202" alt="image"
src="https://github.com/user-attachments/assets/b91543a8-8d4e-4229-bd80-9727b42c7b0f"
/>

<img width="2304" height="1200" alt="image"
src="https://github.com/user-attachments/assets/1a1dad2a-8cb2-4aa2-9702-c062416556a7"
/>

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Vishnu Narayanan <vishnu@chatwoot.com>
2025-11-24 17:47:00 -08:00
58ca82c720 feat: Backend - Companies API endpoint with pagination and search (#12840)
## Description

Adds API endpoint to list companies with pagination, search, and
sorting.

Fixes
https://linear.app/chatwoot/issue/CW-5930/add-backend-routes-to-get-companies-result
Parent issue:
https://linear.app/chatwoot/issue/CW-5928/add-companies-tab-to-dashboard

## Type of change

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

## How Has This Been Tested?

Added comprehensive specs to
`spec/enterprise/controllers/api/v1/accounts/companies_controller_spec.rb`:
- Pagination (25 per page, multiple pages)
- Search by name and domain (case-insensitive)
- Counter cache for contacts_count
- Account scoping
- Authorization

To reproduce:
```bash
bundle exec rspec spec/enterprise/controllers/api/v1/accounts/companies_controller_spec.rb
bundle exec rubocop enterprise/app/controllers/api/v1/accounts/companies_controller.rb
```

## 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: iamsivin <iamsivin@gmail.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
2025-11-18 14:28:56 +05:30
Shivam MishraandGitHub 4f09c2203c feat: allow querying reporting events via the API (#12832) 2025-11-13 12:46:55 +05:30
Vinay KeerthiandGitHub 170ea7691f feat: Add company model and API with tests (#12548)
# Pull Request Template

## Description

* add Company model with validations for name, domain, description and
  avatar
* Add database migration fo
* Implement endpoints for company CRUD operations
* Add optional company relationship for contacts
* Add test for models, controllers, factories and policies
* Add authorization policies restricting delete to admins
* support JSON API responses
Please include a summary of the change and issue(s) fixed. Also, mention
relevant motivation, context, and any dependencies that this change
requires.

Fixes #(cw-5650)

## Type of change

Please delete options that are not relevant.

- [x] Bug fix (non-breaking change which fixes an issue)
- [ ] New feature (non-breaking change which adds functionality)
- [ ] Breaking change (fix or feature that would cause existing
functionality not to work as expected)
- [ ] This change requires a documentation update

## How Has This Been Tested?

Tests are implemented using `RSpec`

```
$ bundle exec rails db:migrate
$ bundle exec rspec spec/models/company_spec.rb spec/controllers/api/v1/accounts/companies_controller_spec.rb
```

## 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
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
2025-10-08 07:53:43 -07:00
9fb0dfa4a7 feat: Add UI for custom tools (#12585)
### Tools list

<img width="2316" height="666" alt="CleanShot 2025-10-03 at 20 42 41@2x"
src="https://github.com/user-attachments/assets/ccbffd16-804d-4eb8-9c64-2d1cfd407e4e"
/>

### Tools form 

<img width="2294" height="2202" alt="CleanShot 2025-10-03 at 20 43
05@2x"
src="https://github.com/user-attachments/assets/9f49aa09-75a1-4585-a09d-837ca64139b8"
/>

## Response

<img width="800" height="2144" alt="CleanShot 2025-10-03 at 20 45 56@2x"
src="https://github.com/user-attachments/assets/b0c3c899-6050-4c51-baed-c8fbec5aae61"
/>

---------

Co-authored-by: Pranav <pranavrajs@gmail.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
2025-10-06 09:05:54 -07:00
66cfef9298 feat: Add WhatsApp health monitoring and self-service registration completion (#12556)
Fixes
https://linear.app/chatwoot/issue/CW-5692/whatsapp-es-numbers-stuck-in-pending-due-to-premature-registration


###  Problem  
Multiple customers reported that their WhatsApp numbers remain stuck in
**Pending** in WhatsApp Manager even after successful onboarding.

- Our system triggers a **registration call**
(`/<PHONE_NUMBER_ID>/register`) as soon as the number is OTP verified.
- In many cases, Meta hasn’t finished **display name
review/provisioning**, so the call fails with:

  ```
  code: 100, error_subcode: 2388001
  error_user_title: "Cannot Create Certificate"
error_user_msg: "Your display name could not be processed. Please edit
your display name and try again."
  ```

- This leaves the number stuck in Pending, no messaging can start until
we manually retry registration.
- Some customers have reported being stuck in this state for **7+
days**.

###  Root cause  
- We only check `code_verification_status = VERIFIED` before attempting
registration.
- We **don’t wait** for display name provisioning (`name_status` /
`platform_type`) to be complete.
- As a result, registration fails prematurely and the number never
transitions out of Pending.

### Solution  

#### 1. Health Status Monitoring  
- Build a backend service to fetch **real-time health data** from Graph
API:
  - `code_verification_status`  
  - `name_status` / `display_name_status`  
  - `platform_type`  
  - `throughput.level`  
  - `messaging_limit_tier`  
  - `quality_rating`  
- Expose health data via API
(`/api/v1/accounts/:account_id/inboxes/:id/health`).
- Display this in the UI as an **Account Health tab** with clear badges
and direct links to WhatsApp Manager.

#### 2. Smarter Registration Logic  
- Update `WebhookSetupService` to include a **dual-condition check**:  
  - Register if:  
    1. Phone is **not verified**, OR  
2. Phone is **verified but provisioning incomplete** (`platform_type =
NOT_APPLICABLE`, `throughput.level = NOT_APPLICABLE`).
- Skip registration if number is already provisioned.  
- Retry registration automatically when stuck.  
- Provide a UI banner with complete registration button so customers can
retry without manual support.

### Screenshot
<img width="2292" height="1344" alt="CleanShot 2025-09-30 at 16 01
03@2x"
src="https://github.com/user-attachments/assets/1c417d2a-b11c-475e-b092-3c5671ee59a7"
/>

---------

Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-10-02 11:25:48 +05:30
2e108653ae feat: allow SP initiated SAML (#12447)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-09-23 18:29:16 +05:30
239c4dcb91 feat: MFA (#12290)
## Linear:
- https://github.com/chatwoot/chatwoot/issues/486

## Description
This PR implements Multi-Factor Authentication (MFA) support for user
accounts, enhancing security by requiring a second form of verification
during login. The feature adds TOTP (Time-based One-Time Password)
authentication with QR code generation and backup codes for account
recovery.

## Type of change

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

## How Has This Been Tested?

- Added comprehensive RSpec tests for MFA controller functionality
- Tested MFA setup flow with QR code generation
- Verified OTP validation and backup code generation
- Tested login flow with MFA enabled/disabled

## Checklist:

- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [ ] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules

---------

Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-09-18 20:19:24 +05:30
6bdd4f0670 feat(voice): Incoming voice calls [EE] (#12361)
This PR delivers the first slice of the voice channel: inbound call
handling. When a customer calls a configured voice
number, Chatwoot now creates a new conversation and shows a dedicated
call bubble in the UI. As the call progresses
(ringing, answered, completed), its status updates in real time in both
the conversation list and the call bubble, so
agents can instantly see what’s happening. This focuses on the inbound
flow and is part of breaking the larger voice
feature into smaller, functional, and testable units; further
enhancements will follow in subsequent PRs.

references: #11602 , #11481  

## Testing

- Configure a Voice inbox in Chatwoot with your Twilio number.
- Place a call to that number.
- Verify a new conversation appears in the Voice inbox for the call.
- Open it and confirm a dedicated voice call message bubble is shown.
- Watch status update live (ringing/answered); hang up and see it change
to completed in both the bubble and conversation
list.
- to test missed call status, make sure to hangup the call before the
please wait while we connect you to an agent message plays


## Screens

<img width="400" alt="Screenshot 2025-09-03 at 3 11 25 PM"
src="https://github.com/user-attachments/assets/d6a1d2ff-2ded-47b7-9144-a9d898beb380"
/>

<img width="700" alt="Screenshot 2025-09-03 at 3 11 33 PM"
src="https://github.com/user-attachments/assets/c25e6a1e-a885-47f7-b3d7-c3e15eef18c7"
/>

<img width="700" alt="Screenshot 2025-09-03 at 3 11 57 PM"
src="https://github.com/user-attachments/assets/29e7366d-b1d4-4add-a062-4646d2bff435"
/>



<img width="442" height="255" alt="Screenshot 2025-09-04 at 11 55 01 PM"
src="https://github.com/user-attachments/assets/703126f6-a448-49d9-9c02-daf3092cc7f9"
/>

---------

Co-authored-by: Muhsin <muhsinkeramam@gmail.com>
2025-09-08 22:35:23 +05:30
Shivam MishraandGitHub 33058b5f3f feat: add saml model & controller [CW-2958] (#12289)
This PR adds the foundation for account-level SAML SSO configuration in
Chatwoot Enterprise. It introduces a new `AccountSamlSettings` model and
management API that allows accounts to configure their own SAML identity
providers independently, this also includes the certificate generation
flow

The implementation includes a new controller
(`Api::V1::Accounts::SamlSettingsController`) that provides CRUD
operations for SAML configuration

The feature is properly gated behind the 'saml' feature flag and
includes administrator-only authorization via Pundit policies.
2025-09-03 13:30:42 -07:00
ad90deb709 feat: Add agent capacity controllers (#12200)
## Linear reference:
https://linear.app/chatwoot/issue/CW-4649/re-imagine-assignments

## Description
This PR introduces the foundation for Assignment V2 system by
implementing agent_capacity and their association with inboxes and
users.

## Type of change

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

## How Has This Been Tested?

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

## Checklist:

- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [ ] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules

---------

Co-authored-by: Pranav <pranav@chatwoot.com>
2025-08-26 19:12:58 -07:00