20 Commits
Author SHA1 Message Date
Sony MathewandGitHub 66cfb26c77 feat: Add unread count filters feature flag (1/6) (#14885)
## Description

Adds the account-level `unread_count_for_filters` feature flag as the
dark-launch gate for filtered sidebar unread counts. This reuses the
deprecated `quoted_email_reply` flag slot, resets the reused bit for
existing accounts, and removes stale defaults so new accounts do not
reference the old flag.

This also adds the feature where we are now calculating the unread counts for built in filters like mentions, participating and unattended along with unread count for saved filters/folders.

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

## Type of change

- [ ] Bug fix (non-breaking change which fixes an issue)
- [x] New feature (non-breaking change which adds functionality)
- [ ] Breaking change (fix or feature that would cause existing
functionality not to work as expected)
- [ ] This change requires a documentation update
2026-07-08 23:50:40 +05:30
salmonumbrellaandGitHub fe44b07147 feat(companies): add company detail page (#14054) 2026-05-06 20:50:27 +05:30
16b8693e1b fix: standardize contact company field on company_name (#14099)
Standardizes the contact company import/filter/automation contract on
`company_name`.

Closes #14096
Revives #9907

## Why

Contact company is read across the current CRM/contact UI from
`additional_attributes['company_name']`, but CSV import and a few
backend filter/automation paths still used the older `company` key. That
meant imported company values could be saved in a place the dashboard,
sorting, filters, and automation conditions did not consistently read
from.

Based on the production data check, the legacy `company` automation
configuration is effectively dead: the affected account did not have
contacts populated with `additional_attributes['company']`. So this PR
intentionally avoids adding long-term fallback behavior and uses
`company_name` as the single key going forward.

## What changed

- Contact CSV import now writes only `company_name` into
`additional_attributes['company_name']`.
- The example contact import CSV now uses the `company_name` header.
- Contact company sorting/filter config now uses `company_name`.
- Automation condition config now uses `company_name`.
- Existing standard automation conditions with `attribute_key:
'company'` are migrated to `company_name`.
- Existing saved contact filters with standard `attribute_key:
'company'` are migrated to `company_name`.
- Custom attributes named `company` are preserved and are not rewritten
by the migration.

## How to test

- Import a contact CSV with a `company_name` column and confirm the
Contact Company field is populated.
- Sort contacts by Company and confirm imported contacts are ordered
correctly.
- Create/edit an automation with Company as a condition and confirm it
saves with `company_name`.
- Verify existing saved contact filters and automation rules using the
old standard `company` key are migrated to `company_name`.

---------

Co-authored-by: Claude <noreply@anthropic.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
2026-04-27 18:43:26 +05:30
Shivam Mishra 432462f967 feat: harden filter service 2026-03-09 21:19:20 +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
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
6040e50265 chore: Ability to filter conversations with priority (#10967)
- Ability to filter conversation with priority

---------

Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-03-03 16:38:22 +05:30
Surabhi SumanandGitHub 4b40c61201 feat: Support Regex validation for custom attributes (#7856)
This allows a user to add/update a custom regex and a cue while defining custom attributes(Only applicable for type- text).
While adding/editing custom attributes, the values are validated against the attribute definition regex, and if it is incorrect, a cue message or default error message is shown and restricts invalid values from being saved.

Fixes: #6866
2024-01-23 18:01:57 +04:00
Sojan JoseandGitHub 85e57c2e94 chore: Reorganize Sidekiq Queues (#6976)
- Rearrange and reprioritize current sidekiq queues
- Trim the unnecessary queues

ref: https://linear.app/chatwoot/issue/CW-1480/chore-run-all-sidekiq-jobs-async
2023-05-04 15:44:16 +05:30
Muhsin KelothandGitHub a8c6cd729b chore: Sync pre-chat fields after custom attribute update (#4692) 2022-06-20 14:16:49 +05:30
Muhsin KelothandGitHub 26f23a6e21 feat: Custom fields in pre-chat form (#4189) 2022-04-19 12:47:29 +05:30
Muhsin KelothandGitHub e010f0c6f0 chore: Sync pre-chat fields after custom attribute destroy (#4456) 2022-04-18 14:06:27 +05:30
Muhsin KelothandGitHub 3ee6b7d6e9 chore: Add the ability to use same key for conversation and contact (#3526) 2021-12-08 20:15:27 +05:30
Muhsin KelothandGitHub 46afcd9348 fix: Index custom attribute uniqueness on account (#3516)
- Move custom attribute uniqueness validation to account
2021-12-07 18:20:47 +05:30
Muhsin KelothandGitHub bf96e8b68d choore: Change values to attribute_values in custom attributes (#3413) 2021-11-18 18:59:28 +05:30
Muhsin KelothandGitHub 9ea42ebff2 chore: Add the support for list and checkbox in custom attribute model (#3400)
ref: #3399
2021-11-16 23:25:19 +05:30
Muhsin KelothandGitHub 76370267f3 feat: Render contact custom attributes in contact/conversation sidebar (#3310) 2021-11-11 15:23:33 +05:30
Sivin VargheseandGitHub fdcc322660 feat: Add the ability to create custom attribute (#2903) 2021-08-31 13:54:34 +05:30
Muhsin KelothandGitHub 1257f86f22 chore: Add description field in custom attribute model (#2872) 2021-08-24 21:17:23 +05:30
Pranav Raj SandGitHub 6e1493501a feat: Add APIs for custom attribute definitions (#2689) 2021-07-23 17:04:33 +05:30