Adds E2E UI tests for two core Phase 2 flows, building on the Playwright
setup from #13578.
**Agent onboarding** — validates the Agents settings page, Add Agent
modal elements, form validation (name + email required, submit disabled
until valid), and cancel behaviour.
**Inbox creation** — walks through the full API channel inbox creation
journey: channel selection → form fill → agent assignment → finish
screen.
## What changed
New UI component objects (`tests/playwright/components/ui/`):
- `agent-page.component.ts`
- `add-agent-modal.component.ts`
- `add-agents-form.component.ts`
- `settings-inbox-page.component.ts`
- `channel-selector.component.ts`
- `api-channel-form.component.ts`
- `finish-setup.component.ts`
New test specs (`tests/playwright/tests/e2e/ui/`):
- `agent-onboarding-flow-ui-validation.spec.ts`
- `inbox-creation-flow.spec.ts`
Updated `components/ui/index.ts` barrel export to include all new
components.
## How to test
```bash
cd tests/playwright
npx playwright test tests/e2e/ui/
```
All 5 tests pass locally (3 login + 2 new flows).
Closes part of the Phase 2 scope from the [Playwright E2E discussion
#13500](https://github.com/orgs/chatwoot/discussions/13500).
---------
Co-authored-by: Sony Mathew <sony@chatwoot.com>
Co-authored-by: Sony Mathew <2040199+sony-mathew@users.noreply.github.com>
This improves the Captain overview by loading reporting metrics and FAQ
stats from separate endpoints. Range changes now refresh only the
metrics, while reopen-rate calculation reuses the resolved conversation
count to avoid redundant database queries.
## What changed
- Split Captain overview metrics and FAQ stats into separate APIs.
- Fetch FAQ stats independently from range-based metrics.
- Reuse resolved conversation totals when calculating reopen rate.
- Skip the reopen query when there are no resolved conversations.
## Description
The widget email-transcript button (`ChatFooter.vue`) had no client-side
guard. Its visibility depends only on whether the contact has an email,
and the click handler fired a request on every click with no in-flight
lock, no disabled state, and no post-send handling. A user could
therefore trigger a large number of duplicate transcript emails from a
single conversation just by clicking repeatedly.
This adds a re-entry guard in the handler, disables the button while a
send is in flight, and applies a short cooldown (15s) after a successful
send. Normal use is unaffected: the button sends once, shows the success
toast, then briefly disables and automatically re-enables so a genuine
later re-request still works. On failure the button stays enabled so the
user can retry immediately. The cooldown timer is cleared on unmount.
Using a timed cooldown (rather than a permanent post-send lock) also
avoids the button getting stuck disabled if a resolved conversation is
reopened and later re-resolved.
This is the client-side complement to the server-side rate limit added
in #15085.
Fixes https://linear.app/chatwoot/issue/CW-7640
# Pull Request Template
## Description
This PR fixes a crash where opening a conversation threw `TypeError:
Cannot read properties of null (reading 'localeCompare')` and prevented
the agent assignment dropdown from rendering.
Since #14866, agent bots are included in the assignable agents list.
`AgentBot#name` is not presence-validated, so system bots (account-less,
global) can have a `null` name. Those nameless bots flowed into
name-based operations that assumed a string, causing crashes and
warnings across multiple surfaces:
* **Assignment dropdown sort:** `getAgentsByAvailability` called
`a.name.localeCompare(b.name)`, causing a `localeCompare` `TypeError`.
* **Dropdown search:** `MultiselectDropdownItems` called
`option.name.toLowerCase()`, causing a `toLowerCase` `TypeError`.
* **Agent Bots settings:** `Avatar` received `name=null` for a `String`
prop, triggering a Vue prop validation warning.
### What changed
* Keep nameless agent bots in the assignment dropdown and render a `-`
fallback label in `useAgentsList`. These are still valid,
assignable-by-ID records: the assignable agents API includes accessible
bots, and `Conversations::AssignmentService` assigns them by ID.
Preserving them avoids hiding valid assignment targets. Bots are still
included only when `includeAgentBots` is enabled.
* Make the sort in `getAgentsByAvailability` null-safe by coercing
missing names to an empty string (defense in depth).
* Make the search filter in `MultiselectDropdownItems` null-safe
(defense in depth).
* Pass a null-safe `name` prop to `Avatar` in the Agent Bots settings
list to eliminate the Vue prop validation warning.
Fixes
https://linear.app/chatwoot/issue/CW-7670/agent-assignment-dropdown-crashes-with-cannot-read-properties-of-null
## Type of change
- [x] Bug fix (non-breaking change which fixes an issue)
## How Has This Been Tested?
1. Have a system agent bot (`name: null`) that is assignable to an
inbox.
2. Open any conversation in that inbox.
* The agent assignment dropdown renders without console errors.
* The nameless bot is listed with a `-` label and can be assigned.
3. Go to **Settings → Agent Bots**.
* The page renders without the `Avatar` prop validation warning.
## 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
## Description
Agents can now place a WhatsApp call to a contact straight from the
contacts screen, even if that contact has never messaged in. Previously
the call only worked once a conversation already existed, so a freshly
added contact would fail with "Unable to start the call. Please try
again." — the only workaround was to get the contact to message the
channel first.
## Type of change
- [ ] Bug fix (non-breaking change which fixes an issue)
## How Has This Been Tested?
- Manually via 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: Muhsin Keloth <muhsinkeramam@gmail.com>
WhatsApp embedded signup now uses
`whatsapp_embedded_signup_inbox_creation` as the single Chatwoot Cloud
rollout gate for inbox creation, proactive reconfiguration, and
disconnected inbox reauthorization. The authorization endpoint enforces
the same gate, so the UI and backend remain consistent.
Self-hosted installations keep their existing behavior.
## Things to know
- This reuses the existing feature flag; there is no migration or schema
change.
- The feature is shown as “WhatsApp Embedded Signup Flow” in feature
management.
- `whatsapp_reconfigure` remains visible and honored for self-hosted
proactive reconfiguration to preserve existing accounts. It can be
deprecated after the self-hosted dependency is removed or migrated.
## How to test
1. On Chatwoot Cloud, enable `whatsapp_embedded_signup_inbox_creation`
for an account.
2. Confirm that new WhatsApp inbox creation, proactive reconfiguration,
and disconnected inbox reauthorization are available.
3. Disable the flag and confirm those entry points are hidden and
authorization requests are rejected.
4. On self-hosted, confirm proactive reconfiguration remains controlled
by the existing `whatsapp_reconfigure` account setting.
---------
Co-authored-by: Muhsin <12408980+muhsin-k@users.noreply.github.com>
# Pull Request Template
## Description
Moves the WhatsApp & Twilio content-template logic to the shared
[`@chatwoot/utils`](https://github.com/chatwoot/utils)
([PR](https://github.com/chatwoot/utils/pull/62)) package so web and
mobile share one implementation. The neutral core takes the raw template
and returns `processed_params`, the same shape the web parsers already
use, so it's a drop-in with no behavior change.
- `templateHelper.js` / `URLHelper.js` → source `MEDIA_FORMATS`,
`findComponentByType`, `processVariable`, `buildTemplateParameters`,
`extractFilenameFromUrl` from the package
- `inboxes.js` → filters with shared `isSendableTemplate`
- `WhatsAppTemplateParser.vue` / `ContentTemplateParser.vue` →
`isFormInvalid` and Twilio media helpers now use the shared
`isWhatsAppComplete` / `isTwilioComplete` / `applyTwilioMediaFilename`
> Depends on the `@chatwoot/utils` release adding the shared template
API, bump `package.json` from `^0.0.55` to the published version before
merge.
Fixes
[CW-7540](https://linear.app/chatwoot/issue/CW-7540/web-templates-integration-with-utils)
## Type of change
- [x] Breaking change (Refactor)
---------
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Muhsin <12408980+muhsin-k@users.noreply.github.com>
Enables Uzbek as a selectable Chatwoot language and wires the `uz`
locale into the dashboard, widget, and survey translation loaders.
## Closes
Closes https://github.com/chatwoot/chatwoot/issues/15030
## Why
Uzbek is now available in the Chatwoot Crowdin project. The widget
translation has been proofread and is 100% translated and approved.
## What changed
- Adds Uzbek to the supported language registry
- Registers the `uz` locale with the dashboard, widget, and survey i18n
loaders
## Validation
- Proofread the Uzbek widget translation in Crowdin
- Verified placeholder preservation and corrected wording where needed
- Confirmed the widget file is 100% translated and 100% approved
This draft intentionally remains blocked until the Crowdin sync adds the
generated Uzbek locale files. It should only be marked ready and merged
after that sync lands.
WhatsApp inbox creation now shows Embedded Signup for Chatwoot Cloud
accounts only when the new `whatsapp_embedded_signup_inbox_creation`
feature flag is enabled. Cloud accounts without the flag go directly to
manual WhatsApp Cloud API setup, while self-hosted installations with a
configured WhatsApp App ID retain their existing Embedded Signup flow.
---------
Co-authored-by: Muhsin <12408980+muhsin-k@users.noreply.github.com>
Restores the Inbox Channels dialog’s Facebook-gating test coverage by
isolating account feature dependencies that are unrelated to these
cases. This keeps the onboarding checks focused on whether Facebook is
configured and avoids initializing router and account-store state.
Co-authored-by: Muhsin <12408980+muhsin-k@users.noreply.github.com>
Instagram inbox creation is available again on Chatwoot Cloud. Users can
discover and connect Instagram during onboarding or from Add Inbox,
while WhatsApp restrictions and existing-inbox Instagram advisories
remain unchanged.
Closes https://linear.app/chatwoot/issue/CW-7549/enable-instagram
## How to test
1. On Chatwoot Cloud, open Add Inbox and confirm Instagram can be
selected.
2. Confirm **Continue with Instagram** is enabled and starts the OAuth
flow.
3. In onboarding, confirm Instagram is displayed and can start OAuth.
4. Confirm WhatsApp embedded signup remains restricted.
## What changed
- Removed the Cloud-only Instagram filter and OAuth guard from
onboarding.
- Re-enabled the regular Instagram inbox creation action on Cloud.
- Removed the obsolete “Instagram inbox creation is temporarily
unavailable” copy.
- Updated the onboarding expectation for Chatwoot Cloud.
---------
Co-authored-by: Muhsin <12408980+muhsin-k@users.noreply.github.com>
Conversation attachment uploads now go through the same authentication
that every other account-scoped API endpoint uses. Agents continue to
attach files exactly as before, and the upload request is now tied to
the agent's dashboard session instead of a separately serialized access
token.
Because the upload request is now authenticated, the dashboard proves
the agent's session directly instead of passing
`currentUser.access_token`. This keeps uploads working alongside the
profile access-token changes in #14973, including on accounts where that
token is serialized as empty.
## What changed
- `Api::V1::Accounts::Conversations::DirectUploadsController` now runs
the standard account auth stack: API access token when the
`api_access_token` header is present, dashboard session
(devise-token-auth) otherwise, with agent-bot tokens rejected.
Previously it inherited `ActiveStorage::DirectUploadsController`
directly and did not run any authentication.
- `EnsureCurrentAccountHelper#ensure_current_account` now returns `401`
when a request has neither an authenticated user nor a bot resource,
instead of continuing. This closes the same gap for any controller that
relies on the helper.
- The dashboard direct-upload paths (`useFileUpload.js` and the legacy
`fileUploadMixin.js`) now attach the agent's session headers to the
upload request via a new `directUploadsHelper.js`, instead of sending
`currentUser.access_token`.
## How to test
1. As a logged-in agent, open a conversation and attach a file. Upload
should succeed as before, on installs with direct uploads enabled.
2. Confirm attachments still work for an agent on an account whose
profile access token is not serialized (e.g. a Cloud plan without
`api_and_webhooks`).
3. Send a `POST` to
`/api/v1/accounts/:account_id/conversations/:conversation_id/direct_uploads`
with no credentials, an empty `api_access_token`, or an invalid token,
and confirm it returns `401`.
4. Confirm a valid agent of the account (via API token or session) gets
`200`, while an agent of a different account gets `401`.
This gates API-token access and outgoing account webhooks behind the
`api_and_webhooks` account feature introduced in #14972. On Chatwoot
Cloud, Hacker accounts lose token-authenticated account API access and
account webhook delivery, while paid accounts retain them through the
billing-plan feature reconcile. Community and self-hosted installations
continue to work without any upgrade-time interruption.
## What changed
- Added `Account#api_and_webhooks_enabled?` as the single backend kill
switch. Core returns enabled; the Enterprise override consults the
account flag on Chatwoot Cloud and remains enabled off-Cloud.
- Account-scoped v1 and v2 requests authenticated with a user or
agent-bot API token now return `403 Forbidden` when the feature is
disabled. Invalid tokens still return 401, and dashboard session
requests are unaffected.
- Profile responses return an empty access token when none of the user's
accounts has access. The stored token is preserved, and the profile UI
disables its token controls with paid-plan copy on Cloud.
- Account webhook delivery stops when the feature is disabled. Webhook
CRUD remains available to session-authenticated dashboard requests,
API-inbox webhooks continue to be delivered, and the Cloud dashboard
shows a webhook paywall instead of the webhook list.
- Removed the database backfill migration. Existing paid Cloud accounts
should be enabled with the one-off script below before enforcement is
deployed.
## Existing paid-account rollout
Run this as an ad-hoc Rails runner script on Chatwoot Cloud. It
intentionally targets only the Startups, Business, and Enterprise plans
and does not add `api_and_webhooks` to `manually_managed_features`, so
future billing reconciles remain authoritative.
```rb
paid_plan_names = %w[Startups Business Enterprise]
accounts = Account.where("custom_attributes ->> 'plan_name' IN (?)", paid_plan_names)
total = accounts.count
enabled = 0
skipped = 0
puts "Enabling api_and_webhooks for #{total} paid account(s)..."
accounts.find_each(batch_size: 500).with_index(1) do |account, processed|
if account.feature_enabled?('api_and_webhooks')
skipped += 1
else
account.enable_features!('api_and_webhooks')
enabled += 1
end
puts "Processed #{processed}/#{total}..." if (processed % 1000).zero?
end
puts "Done! Enabled: #{enabled}, Skipped: #{skipped}, Total: #{total}"
```
For example, save the snippet outside the repository as
`enable_api_and_webhooks.rb`, then run:
```sh
bundle exec rails runner /path/to/enable_api_and_webhooks.rb
```
## How to test
- On Cloud, use a Hacker account and confirm token-authenticated
requests to account-scoped v1 and v2 endpoints return 403, while the
same dashboard actions continue to work through session authentication.
- Confirm profile access-token controls are disabled with paid-plan copy
when all accounts are ineligible, and remain available when at least one
account has the feature.
- Confirm the Webhooks settings page shows the billing paywall for a
Cloud account without the feature; admins get the billing action and
agents get the existing ask-an-admin message.
- Confirm outgoing account webhooks stop for an ineligible Cloud account
while API-inbox webhooks still deliver.
- Confirm community and self-hosted installations retain API and webhook
behavior after upgrading, even when an existing account does not have
the stored feature bit.
### Screenshots
## Cloud
<img width="2590" height="642" alt="CleanShot 2026-07-15 at 15 13 14@2x"
src="https://github.com/user-attachments/assets/431a7bd8-1742-4e7a-b312-d3ad92015f9b"
/>
<img width="2152" height="994" alt="CleanShot 2026-07-15 at 15 14 37@2x"
src="https://github.com/user-attachments/assets/475dda48-d1c5-4be5-a3c3-7a96b9713724"
/>
---------
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Show the reauthorization banner whenever an embedded signup inbox has a
reauthorization error instead of suppressing it when the manual
migration flow is enabled. Reword the manual migration banner and dialog
as a recommendation to reconnect with your own Meta app, and switch
their styling from amber warning to blue info.
# Pull Request Template
## Description
This PR fixes the white background bleed visible in the widget, article
viewer, and Help Center when dark mode is active.
This change was previously merged but later reverted due to a background
being added for the unread bubble.
Reverted PR: https://github.com/chatwoot/chatwoot/pull/13955,
https://github.com/chatwoot/chatwoot/pull/13981
**What was happening**
While scrolling, the `<body>` element retained a white background in
dark mode. This occurred because dark mode classes were only applied to
inner container elements, not the root.
**What changed**
* **Widget:** Updated the `useDarkMode` composable to sync the `dark`
class to `<html>` using `watchEffect`, allowing `<body>` to inherit dark
theme variables. Also added background styles to `html`, `body`, and
`#app` in `woot.scss`.
* **Help center portal:** Moved `bg-white dark:bg-slate-900` from
`<main>` to `<body>` in the portal layout so the entire page background
responds correctly to dark mode, including within the widget iframe.
* **ArticleViewer:** Replaced hardcoded `bg-white` with `bg-n-solid-1`
to ensure better theming.
Fixes
https://linear.app/chatwoot/issue/CW-6704/widget-body-colour-not-implemented
## Type of change
- [x] Bug fix (non-breaking change which fixes an issue)
## How Has This Been Tested?
### Screencasts
### Before
**Widget**
https://github.com/user-attachments/assets/e0224ad1-81a6-440a-a824-e115fb806728
**Help center**
https://github.com/user-attachments/assets/40a8ded5-5360-474d-9ec5-fd23e037c845
### After
**Widget**
https://github.com/user-attachments/assets/dd37cc68-99fc-4d60-b2ae-cf41f9d4d38c
<img width="347" height="265" alt="image"
src="https://github.com/user-attachments/assets/89460b36-c8ed-4579-9737-c258c6fe5da5"
/>
**Help center**
https://github.com/user-attachments/assets/bc998c4e-ef77-46fa-ac7f-4ea16d912ce3
## Checklist:
- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
---------
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
## Description
The conversation sidebar counts (`GET /conversations/meta`) are polled
on a debounced cadence selected from the last known conversation count
(`allCount` in the `conversationStats` store).
`allCount` starts at `0` and is only set after a **successful** meta
response. When the meta query is slow or failing under load, `allCount`
stays `0`, which selected the fastest cadence, so every client polled as
aggressively as possible exactly when the endpoint was already
struggling. On large accounts with many concurrent agents this
multiplies into sustained load that keeps the query slow, a
self-reinforcing loop.
This PR makes two changes:
1. **Treat an unknown count (`0`) as a large account** and poll at the
slowest cadence instead of the fastest (`getMetaDebounceKey`, extracted
as a pure, testable function). This breaks the failure loop.
2. **Raise the debounce intervals across all tiers** so counts are
polled less frequently under sustained activity:
- fast: max 1 poll / 2s -> 1 / 5s
- mid: 1 / 10s -> 1 / 20s
- slow (large/unknown accounts): 1 / 20s -> 1 / 30s
First-load counts still render immediately (the debounce fires on the
leading edge for the very first call), so the higher intervals only
affect the sustained poll rate, not initial render.
## Type of change
- [x] Bug fix (non-breaking change which fixes an issue)
Agents can no longer send replies in Instagram conversations on Chatwoot
Cloud while the temporary Meta platform restriction is active. The reply
box locks into Private Note mode — the same behavior as an expired
24-hour reply window — so teams can still collaborate internally, with
the existing amber restriction banner above the conversation explaining
why. Self-hosted installations are unaffected.
Follow-up to #14974.
## How to test
1. On a Chatwoot Cloud environment (`isOnChatwootCloud` true), open any
Instagram conversation.
2. The composer should be locked to Private Note mode: the Reply/Private
Note toggle is disabled, and sending creates a private note — even for
conversations within the 24-hour reply window.
3. Switching between conversations should keep the composer in Private
Note mode for Instagram conversations.
4. On a self-hosted environment, Instagram conversations should behave
as before (reply allowed within the messaging window).
Co-authored-by: Muhsin <12408980+muhsin-k@users.noreply.github.com>
- 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>
## Description
Adds an admin-only Intercom import workflow under Settings > Data.
Admins can connect an Intercom access token, start named historical
contact/conversation imports, monitor active and previous import runs,
review paginated skip/error logs, download skip logs, and route imported
conversations into source-bucket API inboxes that can be renamed later.
The import path stores durable source mappings, batches Intercom
contact/conversation pages through Sidekiq, records already-imported
records as skipped, and writes historical messages without normal
outbound delivery callbacks. The PR also includes the Intercom import
PRD/TDD document for review context.
Closes
[CW-7519](https://linear.app/chatwoot/issue/CW-7519/explore-intercom-import)
## 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)
- [x] This change requires a documentation update
## How Has This Been Tested?
Tested importing using actual data through integration.
Screenshots:
<img width="1800" height="948" alt="Screenshot 2026-07-02 at 10 48
48 PM"
src="https://github.com/user-attachments/assets/e74d9ed6-0bca-47de-b6ef-e589afcddfde"
/>
<img width="1800" height="1008" alt="Screenshot 2026-07-02 at 10 49
03 PM"
src="https://github.com/user-attachments/assets/1bd12fdb-0a47-4287-ac1d-ea308e70a9cd"
/>
<img width="1800" height="1005" alt="Screenshot 2026-07-02 at 10 49
21 PM"
src="https://github.com/user-attachments/assets/3d8145f5-1794-4cc3-b3fa-de5cd80e6ca3"
/>
<img width="1800" height="1002" alt="Screenshot 2026-07-02 at 10 49
38 PM"
src="https://github.com/user-attachments/assets/6f818efd-4193-43c2-84eb-66970dca4490"
/>
Passed locally:
```sh
eval "$(rbenv init -)" && bundle exec rspec spec/models/data_import_spec.rb spec/jobs/data_import_job_spec.rb spec/requests/api/v1/accounts/data_imports_spec.rb spec/requests/api/v1/accounts/integrations/intercom_spec.rb spec/jobs/data_imports/intercom/import_jobs_spec.rb spec/services/data_imports/intercom/importer_spec.rb spec/services/data_imports/intercom/placeholder_inbox_builder_spec.rb spec/services/data_imports/intercom/source_bucket_spec.rb
```
```sh
eval "$(rbenv init -)" && bundle exec rubocop app/controllers/api/v1/accounts/data_imports_controller.rb app/controllers/api/v1/accounts/integrations/intercom_controller.rb app/jobs/data_imports/intercom app/models/data_import.rb app/models/data_import_error.rb app/models/data_import_item.rb app/models/data_import_mapping.rb app/models/integrations/hook.rb app/policies/data_import_policy.rb app/policies/hook_policy.rb app/services/data_imports/intercom db/migrate/20260702000000_expand_data_imports_for_intercom_imports.rb db/migrate/20260702000001_create_data_import_items.rb db/migrate/20260702000002_create_data_import_mappings.rb db/migrate/20260702000003_create_data_import_errors.rb spec/jobs/data_imports/intercom spec/requests/api/v1/accounts/data_imports_spec.rb spec/requests/api/v1/accounts/integrations/intercom_spec.rb spec/services/data_imports/intercom
```
```sh
pnpm exec eslint app/javascript/dashboard/api/dataImports.js app/javascript/dashboard/api/integrations.js app/javascript/dashboard/routes/dashboard/settings/data/Index.vue app/javascript/dashboard/routes/dashboard/settings/data/Show.vue app/javascript/dashboard/routes/dashboard/settings/data/data.routes.js app/javascript/dashboard/routes/dashboard/settings/data/importStatus.js app/javascript/dashboard/routes/dashboard/settings/integrations/Intercom.vue app/javascript/dashboard/routes/dashboard/settings/integrations/integrations.routes.js app/javascript/dashboard/routes/dashboard/settings/settings.routes.js app/javascript/dashboard/components-next/sidebar/Sidebar.vue app/javascript/dashboard/routes/dashboard/settings/inbox/Index.vue
```
```sh
git diff --check
```
Note: the RSpec boot logs the existing local `chatwoot_dev` purge
warning because other database sessions are open, then continues and
completes with 52 examples, 0 failures.
## 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
- [x] 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
---------
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Contact custom attributes filled in the pre-chat form (e.g. a CPF field)
were silently lost when the visitor's email or phone matched an existing
contact. The widget sent the attributes in a separate request that raced
the conversation create: creating the conversation merges the widget
contact into the existing contact, so the attribute update landed on the
destroyed contact and vanished without an error. New visitors were
unaffected, which made the bug hard to spot.
The fix sends contact custom attributes inside the same request that
identifies the contact. The widget conversation create endpoint now
accepts `contact.custom_attributes` and applies them through
`ContactIdentifyAction` in the same transaction as the merge, so the
submitted values always land on the surviving contact. The campaign path
folds the attributes into the existing contact update call the same way.
<details>
<summary>Reproduction script (rails runner, concurrent
threads)</summary>
```ruby
# Concurrent reproduction of the pre-chat form race that loses contact
# custom attributes when the visitor's email matches an existing contact.
#
# The old widget fired two unawaited requests on pre-chat submit. Each
# iteration replays them as real concurrent threads:
# - create thread = POST /widget/conversations: resolves the widget contact,
# then runs ContactIdentifyAction (which merges the widget contact into the
# existing contact) inside a transaction held open while the conversation
# and message are created.
# - patch thread = PATCH /widget/contact: resolves the widget contact via its
# contact inbox and applies the custom attributes through
# ContactIdentifyAction, exactly like Widget::ContactsController#update.
#
# Run with: bundle exec rails runner confirm_prechat_race.rb
# Creates throwaway contacts on Account.first and deletes them afterwards.
ITERATIONS = 20
CPF = '123.456.789-09'.freeze
account = Account.first!
inbox = account.inboxes.first!
losses = 0
ITERATIONS.times do |i|
existing = account.contacts.create!(name: 'Existing Contact', email: "race-existing-#{SecureRandom.hex(6)}@example.com")
temp = account.contacts.create!(name: 'Widget Visitor')
contact_inbox = ContactInbox.create!(contact: temp, inbox: inbox, source_id: SecureRandom.uuid)
begin
create_request = Thread.new do
ActiveRecord::Base.connection_pool.with_connection do
widget_contact = ContactInbox.find(contact_inbox.id).contact # set_contact before_action
ActiveRecord::Base.transaction do
ContactIdentifyAction.new(
contact: widget_contact,
params: { email: existing.email, phone_number: nil, name: 'Widget Visitor' },
retain_original_contact_name: true,
discard_invalid_attrs: true
).perform
sleep(0.02) # conversation + message creation keeps the transaction open
end
end
end
patch_request = Thread.new do
ActiveRecord::Base.connection_pool.with_connection do
sleep(rand * 0.02) # network jitter between the two requests
widget_contact = ContactInbox.find(contact_inbox.id).contact # set_contact before_action
ContactIdentifyAction.new(
contact: widget_contact,
params: { custom_attributes: { cpf: CPF } },
discard_invalid_attrs: true
).perform
end
end
create_request.join
patch_request.join
survivor = existing.reload
if survivor.custom_attributes['cpf'] == CPF
puts "iteration #{i + 1}: CPF survived"
else
losses += 1
puts "iteration #{i + 1}: CPF LOST (survivor custom_attributes: #{survivor.custom_attributes.inspect})"
end
ensure
account.contacts.where(id: [existing.id, temp.id]).find_each(&:destroy!)
end
end
puts
puts "#{losses}/#{ITERATIONS} iterations lost the CPF -- race #{losses.positive? ? 'confirmed' : 'not reproduced in this run'}"
```
Result: **20/20 iterations lose the CPF** (consistent across repeated
runs). The conversation create holds its transaction open across the
contact merge, so the fast attribute update either resolves the
soon-to-be-destroyed widget contact or blocks on its row lock and then
updates 0 rows — silently, with no error. This is why the customer sees
the loss every time, not intermittently.
Note: the script replays the old two-request flow at the service layer,
so it reproduces the loss even with this fix applied — the fix works by
removing the second request from the widget, not by changing the raced
code paths. The new request spec (`saves contact custom attributes on
the surviving contact when merged into an existing contact`) covers the
fixed contract.
</details>
## Closes
- Reported via support conversation:
https://app.chatwoot.com/app/accounts/1/conversations/84465
## How to reproduce
1. Create a website inbox with a pre-chat form that has a contact custom
attribute field (e.g. CPF).
2. Create a contact with a known email address.
3. As a visitor, open the widget and fill the pre-chat form using that
same email plus a value for the custom attribute.
4. Before: the attribute never appears on the contact profile. After: it
is saved on the existing contact, overwriting any stale value.
## What changed
- `POST /api/v1/widget/conversations` now permits
`contact.custom_attributes` and passes it to `ContactIdentifyAction`,
which deep-merges it atomically with the contact merge.
- The widget pre-chat form sends contact custom attributes inside the
conversation create payload instead of a separate `setCustomAttributes`
call; the campaign path includes them in the `contacts/update` payload.
Since embedded signup has been disabled on production, WhatsApp inboxes
that were created through it have no way to be managed going forward.
This PR lets admins transfer an embedded signup inbox to a manual Cloud
API setup: the inbox settings Configuration tab now shows the webhook
verification token and a "Switch to Manual Setup" form (pre-populated
with the Phone Number ID, Business Account ID, and API key stored during
the embedded signup journey) instead of the old Reconfigure button.
Saving the form updates the channel's `provider_config` without the
`source: embedded_signup` marker, so the inbox becomes a regular
manually-configured WhatsApp Cloud inbox. The backend re-validates the
submitted credentials against Meta before accepting the change.
## How to test
1. Open the settings page of a WhatsApp inbox created via embedded
signup → Configuration tab.
2. The Reconfigure button is gone; you see the webhook verification
token and a Switch to Manual Setup form pre-filled with the stored
credentials.
3. Configure the webhook in your own Meta app using the verification
token, enter a permanent access token from that app, and click "Switch
to Manual Setup".
4. On success the page switches to the standard manual configuration
view (verify token, API key update), and messaging continues to work
with the new credentials. Invalid credentials are rejected with an
error.
## What changed
- `ConfigurationPage.vue`: replaced the embedded-signup Reconfigure
section (and the hidden reauthorize component) with the manual transfer
form.
- New `WHATSAPP_MANUAL_TRANSFER_*` translation keys.
---------
Co-authored-by: Muhsin <12408980+muhsin-k@users.noreply.github.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
# 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
Instagram inbox creation and WhatsApp embedded signup on Chatwoot Cloud
now reflect the temporary Meta restriction. Instagram is hidden from
onboarding on Cloud, while the regular Instagram inbox creation page
shows a disabled action with a status-linked amber warning. WhatsApp
embedded signup on Cloud stays visible with its connect action disabled.
WhatsApp Call setup always uses the manual WhatsApp form.
Existing Instagram conversations and Instagram inbox settings on Cloud
also show amber warning banners with the public incident link.
Self-hosted installations keep their existing Instagram, WhatsApp, and
WhatsApp Call setup behavior because the temporary restriction is based
only on the Chatwoot Cloud environment check.
---------
Co-authored-by: Muhsin <12408980+muhsin-k@users.noreply.github.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
# Pull Request Template
## Description
This PR makes reply editor variables insert their resolved value (for
example, the contact's name) instead of the raw `{{contact.name}}`
placeholder, matching canned response behavior. This works both when
picking a variable from the `{{` menu and when an agent manually types
out `{{contact.name}}` — it resolves the moment the closing `}}` is
typed.
If a variable has no value, the `{{placeholder}}` is kept so the backend
can still resolve it when the message is sent. Private notes are left
untouched.
For safety, a resolved value that itself contains Liquid syntax `({{ }}`
or `{% %})` also keeps its placeholder, so customer-controlled fields
can never inject Liquid into the outgoing message.
Fixes
https://linear.app/chatwoot/issue/CW-7528/reply-editor-inserts-variable-placeholder-instead-of-the-value
## Type of change
- [x] Bug fix (non-breaking change which fixes an issue)
## How Has This Been Tested?
1. Open a conversation and add a reply.
2. Type `{{` and pick a variable that has a value (e.g. Contact name) →
it inserts the actual value.
3. Manually type `{{contact.name}}` and close the braces → it
auto-resolves to the value.
4. Insert/type a variable with no value → the `{{placeholder}}` stays;
confirm it resolves correctly on send.
5. Repeat in a private note → placeholders are left as-is.
## 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
Re-enables the "WhatsApp Calls" inbox creation option, which disappeared
when embedded signup was disabled on production. The channel card now
only requires the `channel_voice` account feature, and the creation flow
offers the manual WhatsApp Cloud API setup form. Once the channel is
created with manual credentials, calling is enabled automatically — the
same post-setup step the embedded signup flow used to perform.
When an installation has embedded signup configured, the flow still uses
it; the manual form is the fallback (and the effective path on Chatwoot
Cloud today).
## How to test
1. Enable the `channel_voice` feature on the account.
2. Go to Add Inbox → the "WhatsApp Calls" card is visible again → select
it.
3. Fill in the manual Cloud API credentials (inbox name, phone number,
phone number ID, business account ID, API key) and submit.
4. The inbox is created and calling is enabled:
`provider_config.calling_enabled` is true and the Calls tab toggle is
on. If the number isn't enrolled in the Business Calling API, an alert
explains the enable failure but the messaging inbox is still created.
## What changed
- `ChannelItem.vue`: the `whatsapp_call` card is gated only on
`channel_voice` (previously also required the embedded signup app ID).
- `CloudWhatsapp.vue`: new `enableCallingOnComplete` prop that calls the
enable-calling API after channel creation.
- `WhatsappCall.vue`: renders embedded signup when available, otherwise
the manual setup form — both with calling enabled on completion.
Updates the suspended account page with the revised policy copy and adds
a visible Contact support action that opens the embedded Chatwoot
support widget.
Co-authored-by: Muhsin <12408980+muhsin-k@users.noreply.github.com>
Updates the suspended account screen copy to use clearer policy and
safety-oriented language, while giving users a direct support path if
they believe the suspension is a mistake.
Co-authored-by: Muhsin <12408980+muhsin-k@users.noreply.github.com>
## 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
