115 Commits
Author SHA1 Message Date
522e3c4d3f feat: enforce api_and_webhooks feature for token API and account webhooks (#14973)
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>
2026-07-16 13:43:49 +04:00
Sony MathewandGitHub 873d16f54c feat: Extend account feature flag storage (#14947)
# Pull Request Template

## Description

Extends account-level feature flags by adding a second bigint bitset
column, `feature_flags_ext_2`, while preserving the existing
`flag_shih_tzu` feature check and enable/disable APIs. Existing flags
continue to live on `feature_flags`; future flags can opt into the
extension column through `config/features.yml` metadata.

Fixes
[CW-7238](https://linear.app/chatwoot/issue/CW-7238/feature-flag-extension)

## Type of change

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

## How Has This Been Tested?

- `eval "$(rbenv init -)" && RAILS_ENV=test
POSTGRES_DATABASE=chatwoot_test_31a6 bundle exec rspec
spec/models/concerns/featurable_spec.rb spec/models/account_spec.rb
spec/lib/config_loader_spec.rb
spec/controllers/platform/api/v1/accounts_controller_spec.rb
spec/controllers/super_admin/accounts_controller_spec.rb
spec/enterprise/models/account_spec.rb` - 144 examples, 0 failures
- `eval "$(rbenv init -)" && bundle exec rubocop
app/models/concerns/featurable.rb app/models/account.rb
db/migrate/20260706215758_add_feature_flags_ext_2_to_accounts.rb
spec/models/concerns/featurable_spec.rb spec/models/account_spec.rb
spec/lib/config_loader_spec.rb spec/enterprise/models/account_spec.rb` -
7 files inspected, no offenses detected
- `ruby -ryaml -e "features =
YAML.safe_load(File.read('config/features.yml')); abort unless
features.size == 63; puts features.group_by { |f| f['column'] ||
'feature_flags' }.transform_values(&:size).inspect"` - `{"feature_flags"
=> 63}`
- `git diff --check`

## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [x] 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
2026-07-08 17:38:26 +05:30
Aakash BakhleandGitHub 84fda8a323 fix(captain): move false promise harness setting to account (#14823)
# Pull Request Template

## Description

moves the harness to account settings rather than assistant settings

## Type of change
refactor

## How Has This Been Tested?

Please describe the tests that you ran to verify your changes. Provide
instructions so we can reproduce. Please also list any relevant details
for your test configuration.
locally and specs

## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [x] Any dependent changes have been merged and published in downstream
modules
2026-06-23 16:55:42 +05:30
Vishnu NarayananandGitHub f66b551c7d revert: Sidebar unread counts for filters (CW-7262) (#14769)
## Description

Reverts [#14726](https://github.com/chatwoot/chatwoot/pull/14726)
(\"feat: Add sidebar unread counts for filters (CW-7262)\"), which
shipped in 4.15.0.

After 4.15.0 rolled out to prod the unread-counts-for-filters code path
caused a cascading incident:

- `Counter#ensure_filters_cache!` fires on every `/unread_counts/index`
and `update_last_seen` request.
- On cache miss it calls `Builder#build_filters_for!`, which:
- invokes `store.clear_user_filters!` -> `delete_matching` -> a Redis
`SCAN_each` over a per-user pattern keyspace, and
- runs 4 fresh SQL passes per user (mentions, participating, unattended,
and per-folder `Conversations::FilterService` queries).
- Threads blocked in the SCAN held their DB connections, the connection
pool exhausted, Sidekiq jobs were discarded with
`ActiveJob::DeserializationError: could not obtain a connection from the
pool`, and the enqueued queue blew past 200K.


Related:
[CW-7262](https://linear.app/chatwoot/issue/CW-7262/unread-counts-for-filters-folders)

## Type of change

- [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?


## 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
2026-06-17 14:58:48 +04:00
fe6368b42e feat: Add sidebar unread counts for filters (CW-7262) (#14726)
## Description

Extends the conversation unread-count system so the left sidebar can
show unread badges for Mentions, Participating, Unattended, and saved
conversation folders. Folder badges reuse the existing `custom_filters`
conversation filter semantics, store user-scoped Redis sets lazily, and
skip unsupported folder filters so invalid saved folders continue to
render without a badge. The Unattended badge counts all visible unread
open conversations that match the existing unattended conversation
scope.

Closes
-
[CW-7262](https://linear.app/chatwoot/issue/CW-7262/unread-counts-for-filters-folders)

## What changed

- Added user-scoped unread-count Redis keys and cache builders for
mentions, participating conversations, unattended conversations, and
saved folder filters.
- Reused `Conversations::FilterService` through a relation-returning
path so folder counts match the folder conversation list behavior.
- Invalidated user filter caches from mention, participant,
custom-filter, and relevant conversation update events.
- Extended the unread-count endpoint payload and sidebar Vuex/sidebar
rendering for the new badge counts, including the Unattended sidebar
item.
- Added Ruby, Enterprise, request, listener, and frontend store coverage
for the new unread-count dimensions.

## Type of change

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

## How Has This Been Tested?

- Created local validation folders for `john@acme.inc` and confirmed the
unread-count payload includes open, resolved, and high-priority folder
badges while excluding the invalid unsupported folder.
- Added coverage for the Unattended badge rule: all visible unread open
conversations matching `Conversation.unattended`.
- Ran focused unread-count Ruby specs, including service, listener,
request, and Enterprise counter coverage.
- Ran frontend unread-count store specs.
- Ran RuboCop on the touched Ruby files.
- Ran ESLint through the project script; it completed with warnings in
existing unrelated files and no errors.

<img width="369" height="525" alt="Screenshot 2026-06-13 at 10 51 39 PM"
src="https://github.com/user-attachments/assets/36b1d2c4-dac1-4f6f-9c0e-7ef5a6cc2975"
/>

## 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
- [x] Documentation changes are not required for this internal
unread-count behavior
- [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] No dependent downstream changes are required

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2026-06-16 23:46:49 +05:30
Sony MathewandGitHub 87df43bdd0 revert: restore conversation unread count feature flag (#14623)
This reverts #14610 so conversation unread counts are again controlled
by the `conversation_unread_counts` feature flag across the API,
ActionCable broadcasts, notifier/listener paths, and dashboard sidebar
fetching.

## Closes
- None

## What changed
- Restores feature-flag checks for conversation unread count reads and
broadcasts.
- Restores the dashboard feature flag constant and sidebar/store
behavior for disabled unread counts.
- Restores the specs that cover disabled-feature behavior.

## How to test
- In an account with `conversation_unread_counts` enabled, verify
sidebar unread counts are fetched and updated in real time.
- Disable `conversation_unread_counts` for the account and verify unread
count requests/broadcasts are skipped.
2026-06-02 21:11:48 +05:30
Sony MathewandGitHub 88e2661ca6 feat(conversations): remove unread count feature flag (CW-7237) (#14610)
## Description

Make conversation unread counts always available at runtime by removing
account feature checks from the API endpoint, unread-count listener,
notifier, and ActionCable broadcast path.

Update the dashboard to fetch sidebar unread counts for the active
account without checking FEATURE_FLAGS.CONVERSATION_UNREAD_COUNTS, and
remove the now-unused store clear action that only supported the
disabled state.

Keep the feature entry in config/features.yml to preserve flag bit
order, but mark it enabled and deprecated so fresh installs default to
the always-on behavior while feature-management UI hides it.

Leave existing installation default rows untouched; no migration is
included, so upgraded installs may still store the old flag value but
runtime behavior no longer depends on it.

Update specs around the new always-on contract and remove obsolete
disabled-feature assertions.

Fixes # CW-7237

## 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?

Update specs around the new always-on contract and remove obsolete
disabled-feature assertions. Ran specs locally for the changes.


## 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
2026-06-02 14:35:37 +05:30
f33e469e9a feat: Unread Count: Frontend changes for showing unread count badges (3/3)[CW-6851] (#14372)
# Pull Request Template

## Description
This is the third and final PR in a series of PRs for Introducing unread
counts in the sidebar for inboxes and labels.

In this PR:
* Added frontend changes to show the badges for unread counts for
Inboxes and Labels
* 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?

Tested this locally. Cases to test:
* Send a message from the widget and see if the count changes
* Mark a conversation as unread and see the count change for inbox
* Open an unread conversation as agent and see the count go down
* Add a label to an unread conversation from sidebar right click action
without opening the conversation and see the count of un-reads on the
label change

Added the screenshot of how it will look like

<img width="614" height="990" alt="Screenshot 2026-05-05 at 7 00 11 PM"
src="https://github.com/user-attachments/assets/99fbaa9f-bcf2-4d8d-86e2-5727f652a9dd"
/>



## 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 19:21:25 +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
Shivam MishraandGitHub 05bda5f742 feat: don't let onboarding write domain (#14442)
Stop the onboarding flow from writing the user's company website into
`accounts.domain`. That column is reserved for the inbound email domain
used to construct reply-to addresses (`reply+<uuid>@<domain>`), and
silently overloading it from onboarding was breaking email continuity
for accounts whose domain MX didn't point at Chatwoot's inbound —
customer replies were going to an unreachable address.

The website value now lives in `custom_attributes.website`, which is
what the rest of the app already treats as the "company website" field.
2026-05-13 20:09:48 +05:30
224556fd1b feat: onboarding account details with enriched data [UPM-17][UPM-18] (#13979)
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2026-04-28 10:35:51 +05:30
722e68eecb fix: validate support_email format and handle parse errors in mailer (#13958)
## Description

ConversationReplyMailer#parse_email calls
Mail::Address.new(email_string).address without error handling. When an
account's support_email contains a non-email string (e.g., "Smith
Smith"), the mail gem raises Mail::Field::IncompleteParseError, crashing
conversation transcript emails.

This has caused 1,056 errors on Sentry (EXTERNAL-CHATINC-JX) since Feb
25, all from a single account that has a name stored in the
support_email field instead of a valid email address.

Closes
https://linear.app/chatwoot/issue/CW-6687/mailfieldincompleteparseerror-mailaddresslist-can-not-parse-orsmith

## Type of change

Please delete options that are not relevant.

- [ ] Bug fix (non-breaking change which fixes an issue)


## Checklist:

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

---------

Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Co-authored-by: Vishnu Narayanan <iamwishnu@gmail.com>
2026-04-13 19:06:06 +07:00
9967101b48 feat(rollup): add models and write path [1/3] (#13796)
## PR#1: Reporting events rollup — model and write path

Reporting queries currently hit the `reporting_events` table directly.
This works, but the table grows linearly with event volume, and
aggregation queries (counts, averages over date ranges) get
progressively slower as accounts age.

This PR introduces a pre-aggregated `reporting_events_rollups` table
that stores daily per-metric, per-dimension (account/agent/inbox)
totals. The write path is intentionally decoupled from the read path —
rollup rows are written inline from the event listener via upsert, and a
backfill service exists to rebuild historical data from raw events.
Nothing reads from this table yet.

The write path activates when an account has a `reporting_timezone` set
(new account setting). The `reporting_events_rollup` feature flag
controls only the future read path, not writes — so rollup data
accumulates silently once timezone is configured. A `MetricRegistry`
maps raw event names to rollup column semantics in one place, keeping
the write and (future) read paths aligned.

### What changed

- Migration for `reporting_events_rollups` with a unique composite index
for upsert
- `ReportingEventsRollup` model
- `reporting_timezone` account setting with IANA timezone validation
- `MetricRegistry` — single source of truth for event-to-metric mappings
- `RollupService` — real-time upsert from event listener
- `BackfillService` — rebuilds rollups for a given account + date from
raw events
- Rake tasks for interactive backfill and timezone setup
- `reporting_events_rollup` feature flag (disabled by default)

### How to test

1. Set a `reporting_timezone` on an account
(`Account.first.update!(reporting_timezone: 'Asia/Kolkata')`)
2. Resolve a conversation or trigger a first response
3. Check `ReportingEventsRollup.where(account_id: ...)` — rows should
appear
4. Run backfill: `bundle exec rake reporting_events_rollup:backfill` and
verify historical data populates

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2026-03-19 13:12:36 +05:30
Aakash BakhleandGitHub a90ffe6264 feat: Add force legacy auto-resolve flag (#13804)
# Pull Request Template

## Description

Add account setting and store_accessor for
`captain_force_legacy_auto_resolve`.
Enterprise job now skips LLM evaluation when this flag is true and falls
back to legacy time-based resolution. Add spec to cover the fallback.


## Type of change

We recently rolled out Captain deciding if a conversation is resolved or
not. While it is an improvement for majority of customers, some still
prefer the old way of auto-resolving based on inactivity. This PR adds a
check.

## 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.

legacy_auto_resolve = true

<img width="1282" height="848" alt="CleanShot 2026-03-13 at 19 55 55@2x"
src="https://github.com/user-attachments/assets/dfdcc5d5-6d21-462b-87a6-a5e1b1290a8b"
/>


legacy_auto_resolve = false
<img width="1268" height="864" alt="CleanShot 2026-03-13 at 20 00 50@2x"
src="https://github.com/user-attachments/assets/f4719ec6-922a-4c3b-bc45-7b29eaced565"
/>



## 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
2026-03-13 15:04:58 -07:00
c08fa631a9 feat: Add temporary account setting to disable Captain auto-resolve (#13680)
Add a temporary `captain_disable_auto_resolve` boolean setting on
accounts to prevent Captain from resolving conversations. Guards both
the scheduled resolution job and the assistant's resolve tool.

---------

Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-27 09:37:00 -08:00
PranavandGitHub 8f95fafff4 feat: Add a setting to keep conversations pending on bot failures (#13512)
Adds an account-level setting `keep_pending_on_bot_failure` to control
whether conversations should move from pending to open when agent bot
webhooks fail.

Some users experience occasional message drops and don't want
conversations to automatically reopen due to transient bot failures.
This setting gives accounts control over that behavior. This is a
temporary setting which will be removed in future once a proper fix for
it is done, so it is not added in the UI.
2026-02-10 17:27:42 -08:00
Vishnu NarayananandGitHub c884cdefde feat: add per-account daily rate limit for outbound emails (#13411)
Introduce a daily cap on non-channel outbound emails to prevent abuse.

Fixes https://linear.app/chatwoot/issue/CW-6418/ses-incident-jan-28

## Type of change

- [x] New feature (non-breaking change which adds functionality)
- [x] Breaking change (fix or feature that would cause existing
functionality not to work as expected)

## Summary
- Adds a Redis-based daily counter to rate limit outbound emails per
account, preventing email abuse
- Covers continuity emails (WebWidget/API), conversation transcripts,
and agent notifications
  - Email channel replies are excluded (paid feature, not abusable)
- Adds account suspension check in `ConversationReplyMailer` to block
already-queued emails for suspended accounts

  ## Limit Resolution Hierarchy
1. Per-account override (`account.limits['emails']`) — SuperAdmin
configurable
2. Enterprise plan-based (`ACCOUNT_EMAILS_PLAN_LIMITS`
InstallationConfig)
3. Global default (`ACCOUNT_EMAILS_LIMIT` InstallationConfig, default:
100)
  4. Fallback (`ChatwootApp.max_limit` — effectively unlimited)

  ## Enforcement Points
  | Path | Where | Behavior |
  |------|-------|----------|
| WebWidget/API continuity |
`SendEmailNotificationService#should_send_email_notification?` |
Silently skipped |
| Widget transcript | `Widget::ConversationsController#transcript` |
Returns 429 |
| API transcript | `ConversationsController#transcript` | Returns 429 |
| Agent notifications | `Notification::EmailNotificationService#perform`
| Silently skipped |
  | Email channel replies | Not rate limited | Paid feature |
| Suspended accounts | `ConversationReplyMailer` | Blocked at mailer
level |
2026-02-03 02:06:51 +05:30
04b2901e1f feat: Conversation workflows(EE) (#13040)
We are expanding Chatwoot’s automation capabilities by
introducing **Conversation Workflows**, a dedicated section in settings
where teams can configure rules that govern how conversations are closed
and what information agents must fill before resolving. This feature
helps teams enforce data consistency, collect structured resolution
information, and ensure downstream reporting is accurate.

Instead of having auto‑resolution buried inside Account Settings, we
introduced a new sidebar item:
- Auto‑resolve conversations (existing behaviour)
- Required attributes on resolution (new)

This groups all conversation‑closing logic into a single place.

#### Required Attributes on Resolve

Admins can now pick which custom conversation attributes must be filled
before an agent can resolve a conversation.

**How it works**

- Admin selects one or more attributes from the list of existing
conversation level custom attributes.
- These selected attributes become mandatory during resolution.
- List all the attributes configured via Required Attributes (Text,
Number, Link, Date, List, Checkbox)
- When an agent clicks Resolve Conversation:
If attributes already have values → the conversation resolves normally.
If attributes are missing → a modal appears prompting the agent to fill
them.

<img width="1554" height="1282" alt="CleanShot 2025-12-10 at 11 42
23@2x"
src="https://github.com/user-attachments/assets/4cd5d6e1-abe8-4999-accd-d4a08913b373"
/>


#### Custom Attributes Integration

On the Custom Attributes page, we will surfaced indicators showing how
each attribute is being used.

Each attribute will show badges such as:

- Resolution → used in the required‑on‑resolve workflow

- Pre‑chat form → already existing

<img width="2390" height="1822" alt="CleanShot 2025-12-10 at 11 43
42@2x"
src="https://github.com/user-attachments/assets/b92a6eb7-7f6c-40e6-bf23-6a5310f2d9c5"
/>


#### Admin Flow

- Navigate to Settings → Conversation Workflows.
- Under Required attributes on resolve, click Add Required Attribute.
- Pick from the dropdown list of conversation attributes.
- Save changes.

Agents will now be prompted automatically whenever they resolve.

<img width="2434" height="872" alt="CleanShot 2025-12-10 at 11 44 42@2x"
src="https://github.com/user-attachments/assets/632fc0e5-767c-4a1c-8cf4-ffe3d058d319"
/>



#### NOTES
- The Required Attributes on Resolve modal should only appear when
values are missing.
- Required attributes must block the resolution action until satisfied.
- Bulk‑resolve actions should follow the same rules — any conversation
missing attributes cannot be bulk‑resolved, rest will be resolved, show
a notification that the resolution cannot be done.
- API resolution does not respect the attributes.

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
2026-01-27 11:36:20 +04:00
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
0d490640f2 feat: Conversation workflow backend changes (#13070)
Extracted the backend changes from
https://github.com/chatwoot/chatwoot/pull/13040

- Added the support for saving `conversation_required_attributes` in
account
- Delete `conversation_required_attributes` if custom attribute deleted.

Co-authored-by: Vinay Keerthi <11478411+stonecharioteer@users.noreply.github.com>
2025-12-16 14:43:15 +05:30
Gabriel JablonskiandGitHub e635122ff6 fix: add presence validation for account name (#12636)
## Description

When a user tries creating a new account through the Super Admin
dashboard, and they forget to fill in the account name, they're faced
with an ugly error (generic "Something went wrong" on production).

This PR simply adds the `validates :name, presence: true` model
validation on `Account` model, which is translated as a proper error
message on the Super Admin UI.
2025-11-25 20:11:15 +05:30
Sojan JoseandGitHub de5fb7a405 chore: remove unused telegram bot model (#12417)
## Summary
- remove unused TelegramBot model and its association
- drop obsolete telegram_bots table
2025-09-11 22:25:26 +05:30
341487b93e feat: Add assignment policies controllers with jbuilder views (#12199)
## Linear reference:
https://linear.app/chatwoot/issue/CW-4649/re-imagine-assignments

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

Fixes # (issue)

## Type of change

Please delete options that are not relevant.

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

## How Has This Been Tested?

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

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

- testing the flows after enterprise folder deletion

## Checklist:

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

---------

Co-authored-by: Pranav <pranavrajs@gmail.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
2025-08-18 19:15:21 -07:00
8bc00f707b feat(ee): Add transcription support for audio messages (#11670)
<img width="419" alt="Screenshot 2025-06-03 at 4 25 37 PM"
src="https://github.com/user-attachments/assets/4b6ddd11-9b91-4981-a571-83746cc4d40b"
/>


Fixes https://github.com/chatwoot/chatwoot/issues/10182

---------

Co-authored-by: Sojan Jose <sojan@pepalo.com>
2025-06-05 18:29:37 -05:00
e9a132a923 feat: auto resolve label option and fixes (#11541)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-06-04 14:53:24 +05:30
Sojan JoseandGitHub bc42aec68e chore: upgrade ruby version to 3.4.4 (#11524)
- Chore upgrade ruby version to 3.4.4 before we migrate to rails 7.2
over #11037
2025-05-21 19:40:07 +05:30
Shivam MishraandGitHub c87b2109a9 feat: allow auto resolve waiting option (#11436) 2025-05-08 12:52:17 +05:30
b533980880 feat: Add support for minutes in auto resolve feature (#11269)
### Summary

- Converts conversation auto-resolution duration from days to minutes
for more
granular control
- Updates validation to allow values from 10 minutes (minimum) to 999
days (maximum)
- Implements smart messaging to show appropriate time units in activity
messages

###  Changes

- Created migration to convert existing durations from days to minutes
(x1440)
- Updated conversation resolver to use minutes instead of days
- Added dynamic translation key selection based on duration value
- Updated related specs and documentation
- Added support for displaying durations in days, hours, or minutes
based on value

###  Test plan

- Verify account validation accepts new minute-based ranges
- Confirm existing account settings are correctly migrated
- Test auto-resolution works properly with minute values
- Ensure proper time unit display in activity messages

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-05-07 00:36:15 -07:00
Sojan JoseandGitHub 1a78a9243f chore: Clean up report & knowledge base policies (#11234)
- Removes the portal_members table and all associated records
- Updates policies to use custom roles with knowledge_base_manage
permission
- Updates controllers, models, and views to work without portal
membership
- Adds tests for the new permission model
2025-04-03 16:00:32 -07:00
0dc2af3c78 feat: Ability to delete account for administrators (#1874)
## Description

Add account delete option in the user account settings.

Fixes #1555 

## Type of change

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


![image](https://user-images.githubusercontent.com/40784971/110349673-edcc5200-8058-11eb-8ded-a31d15aa0759.png)

![image](https://user-images.githubusercontent.com/40784971/110349778-0c324d80-8059-11eb-9291-abfbffedde5e.png)


## Checklist:

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

---------

Co-authored-by: Sojan Jose <sojan@pepalo.com>
Co-authored-by: Sojan Jose <sojan.official@gmail.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-04-03 10:41:39 +05:30
Muhsin KelothandGitHub d9450fde4a feat: Added Instagram channel migration (#11181)
This PR is part of https://github.com/chatwoot/chatwoot/pull/11054 to
make the review cycle easier.
2025-03-26 11:12:32 +05:30
3a4249da11 feat: Add support for multi-language support for Captain (#11068)
This PR implements the following features

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

## Changes
### Copilot Chat

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

### FAQ and Contact note generation

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


<details><summary>Screenshots</summary>

#### FAQs being generated in system langauge

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


#### Copilot responding in system language

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


</details>

---------

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

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

* feat: allow empty account and user name

* feat: ensure  and  is present for v1 signup

* test: remove validation checks

* chore: apply suggestions

* chore: revert en.yml formatting

* chore: line at EOF

* fix: routes

---------

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

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

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

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

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

* feat: send cache keys in account json response

* feat: kickstart web worker

* feat: setup basic architecture for workers

* feat: install idb

* feat: add datamanger

* fix: typos

* refactor: rename method

* feat: make init db a manual step

* refactor: separate accountIdFromRoute

* feat: cache enabled API client

* feat: enable caching for inboxes and labels

* feat: enable cache for team

* feat: manage exceptions for team

* feat: add team to data manager

* feat: add a generic listener

* refactor: send only cache keys

* refactor: separate validate method

* feat: add listeners

* feat: add event for revalidate

* feat: add cache keys endpoint

* refactor: fetch cache keys instead of full account data

* fix: key pattern

* feat: don't fetch account for cache_keys

* fix: cache key base class

* refactor: cache keys helper

* feat: add helper

* fix: cache-key update logic

* feat: delete indexeddb on logout

* feat: remove worker.js

* refactor: move data-manager

* refactor: name of file

* feat: add test for DataManager

* refactor: add fake idb to jest setup

* test: cache keys helper

* test: cache keys helper

* test: cache_keys in accounts controller

* refactor: remove cache_keys context

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

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

fixes: #4285
2022-08-10 13:46:46 +02:00
Pranav Raj SandGitHub e0cebfaa1a chore: Allow super admin to suspend an account (#5174) 2022-08-03 11:40:03 +05:30
Tejaswini ChileandGitHub 0cee42a9f9 feat: Macros CRUD api (#5047) 2022-07-19 17:37:00 +05:30
Pranav Raj SandGitHub 1dc7ce526e chore: Add ee helper, custom_attributes to account (#5058) 2022-07-19 00:33:06 +05:30
Sojan JoseandGitHub 4187428729 chore: Update dependencies to the latest versions (#5033) 2022-07-15 09:51:59 +07:00