84 Commits
Author SHA1 Message Date
Sony MathewandGitHub c420edce58 feat: branded email layouts for email inboxes (#14936)
## Description

Adds an API-only branded email layout feature for Email inbox replies.
Administrators can configure an account-level fallback layout and
per-email-inbox overrides with Liquid HTML using `{{ content_for_layout
}}`, and eligible outbound email replies/transcripts render through the
scoped layout when the account feature flag `branded_email_templates` is
enabled.

The feature is disabled by default and is manually controlled through
the normal account feature flag mechanism.

Fixes
https://linear.app/chatwoot/issue/CW-7514/branded-html-email-templates-per-inboxbrand

## Type of change

- [x] New feature (non-breaking change which adds functionality)
- [x] This change requires a documentation update

## How to test

1. Start Chatwoot locally and sign in as an administrator.
2. Enable the account feature flag for the account you are testing:

   ```ruby
   account = Account.find(<account_id>)
   account.enable_features!(:branded_email_templates)
   ```

3. Create or pick an Email inbox, then note the `account_id` and
`inbox_id`.
4. Configure an account-level fallback layout through the API using
authenticated admin headers:

   ```http
   PATCH /api/v1/accounts/:account_id/branded_email_layout
   Content-Type: application/json

   {
"branded_email_layout": "<html><body><header>Account Brand</header>{{
content_for_layout }}<footer>Account footer</footer></body></html>"
   }
   ```

5. Confirm `GET /api/v1/accounts/:account_id/branded_email_layout`
returns the saved account layout.
6. Configure an inbox-level override for the Email inbox:

   ```http
   PATCH /api/v1/accounts/:account_id/inboxes/:inbox_id
   Content-Type: application/json

   {
"branded_email_layout": "<html><body><header>Inbox Brand</header>{{
content_for_layout }}<footer>Inbox footer</footer></body></html>"
   }
   ```

7. Confirm `GET /api/v1/accounts/:account_id/inboxes/:inbox_id` returns
the inbox `branded_email_layout`.
8. Send an Email inbox reply and verify the outbound email body is
wrapped with the inbox layout around the generated reply content.
9. Clear the inbox layout by sending a blank value, then send another
reply and verify it falls back to the account layout:

   ```http
   PATCH /api/v1/accounts/:account_id/inboxes/:inbox_id
   Content-Type: application/json

   {
     "branded_email_layout": ""
   }
   ```

10. Clear the account layout with a blank value and verify Email replies
return to the existing no-layout behavior.
11. Verify validation behavior:
- Updating either API with a layout that omits `{{ content_for_layout
}}` returns `422`.
    - Updating either API with invalid Liquid returns `422`.
- Updating a non-Email inbox with `branded_email_layout` returns `422`.
- Disabling `branded_email_templates` and updating a layout returns
`422`.

## How Has This Been Tested?

Validation:

- `bundle exec rspec spec/models/email_template_spec.rb
spec/controllers/api/v1/accounts/branded_email_layouts_controller_spec.rb
spec/controllers/api/v1/accounts/inboxes_controller_spec.rb
spec/lib/email_templates/db_resolver_service_spec.rb
spec/mailers/conversation_reply_mailer_spec.rb`
- `bundle exec rspec
spec/enterprise/services/enterprise/billing/handle_stripe_event_service_spec.rb
spec/enterprise/services/internal/reconcile_plan_config_service_spec.rb`
- `bundle exec rubocop` on changed Ruby files, excluding generated
`db/schema.rb`
- `git diff --check` and `git diff --cached --check`
- YAML parsing for changed config/Swagger files
- `bundle exec rails routes -g branded_email_layout`

## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have made corresponding changes to the documentation
- [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
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] My changes generate no new warnings
- [ ] Any dependent changes have been merged and published in downstream
modules
2026-07-17 15:25:55 +05:30
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
d0ecdc14d8 feat(webhooks): Emit inbox_updated when an inbox is disconnected (#14504)
Chatwoot now lets external apps know when an inbox loses its connection
and needs re-authentication. When a channel's authorization expires (for
example, an email inbox disconnects), Chatwoot fires an `inbox_updated`
webhook reflecting the new `reauthorization_required` status, and fires
it again once the inbox is re-authenticated. Integrators can keep their
own view of which inboxes are healthy without polling the API.

This is gated behind the `ENABLE_INBOX_EVENTS` installation flag — the
**Inbox updated** webhook subscription only appears in the dashboard
when that flag is enabled, so no event is offered that the backend
wouldn't dispatch.

Fixes
https://linear.app/chatwoot/issue/CW-7148/emit-inbox-webhook-when-an-inbox-is-disconnected

## How to test

1. Set `ENABLE_INBOX_EVENTS=true` and restart the app.
2. In **Settings → Integrations → Webhooks**, add a webhook and
subscribe to **Inbox updated**.
3. Disconnect an inbox — let an email/Instagram channel hit its
auth-error threshold, or run `inbox.channel.prompt_reauthorization!` in
a console.
4. The endpoint receives an `inbox_updated` event whose
`changed_attributes` shows `reauthorization_required` flipping to
`true`.
5. Re-authenticate the inbox (or run `inbox.channel.reauthorized!`) —
the endpoint receives the `true → false` transition.
6. Confirm the **Inbox updated** option is hidden when
`ENABLE_INBOX_EVENTS` is unset.

---------

Co-authored-by: Muhsin <12408980+muhsin-k@users.noreply.github.com>
2026-05-22 09:00:18 +04:00
Tanmay Deep SharmaandGitHub 7d42edd17f fix: sanitize parentheses from email From header to prevent SMTP 553 errors (#14075)
## Description

When an inbox name or business name contains parentheses — e.g. `Giro
Crédito - Soporte (Email` — the resulting From header becomes
unparseable by SMTP servers. The `(` is interpreted as an RFC 5322
comment start, swallowing the actual email address and causing a `553
Invalid email address` rejection.

Closes [CW-6323](https://linear.app/chatwoot/issue/CW-6323)


## Type of change

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

## How to reproduce?

1. Set an inbox's name or business name to include a parenthesis, e.g.
`Support (Email`
2. Send an outgoing email reply from that inbox
3. Observe `Net::SMTPFatalError: 553 ... Invalid email address`

## 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
2026-04-21 11:30:20 +05:30
c483034a07 feat: Add support for sending CSAT surveys via templates (Whatsapp Twilio) (#13143)
Fixes
https://linear.app/chatwoot/issue/CW-6189/support-for-sending-csat-surveys-via-approved-whatsapp

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Vinay Keerthi <11478411+stonecharioteer@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
2026-01-13 16:32:02 +04:00
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
c9823d9409 feat: Assignment service (v2) (#12320)
## Linear Link

 
## Description

This PR introduces a new robust auto-assignment system for conversations
in Chatwoot. The system replaces the existing round-robin assignment
with a more sophisticated service-based architecture that supports
multiple assignment strategies, rate limiting, and Enterprise features
like capacity-based assignment and balanced distribution.

## Type of change

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

## How Has This Been Tested?

- Unit test cases
- Test conversations getting assigned on status change to open
- Test the job directly via rails console

## 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

<!-- CURSOR_SUMMARY -->
---

> [!NOTE]
> Adds a new service-based auto-assignment system with scheduled jobs,
rate limiting, enterprise capacity/balanced selection, and wiring via
inbox/handler; includes Redis helpers and comprehensive tests.
> 
> - **Auto-assignment v2 (core services)**:
> - Add `AutoAssignment::AssignmentService` with bulk assignment,
configurable conversation priority, RR selection, and per-agent rate
limiting via `AutoAssignment::RateLimiter`.
>   - Add `AutoAssignment::RoundRobinSelector` for agent selection.
> - **Jobs & scheduling**:
> - Add `AutoAssignment::AssignmentJob` (per-inbox bulk assign;
env-based limit) and `AutoAssignment::PeriodicAssignmentJob` (batch over
accounts/inboxes).
> - Schedule periodic run in `config/schedule.yml`
(`periodic_assignment_job`).
> - **Model/concerns wiring**:
> - Include `InboxAgentAvailability` in `Inbox`; add
`Inbox#auto_assignment_v2_enabled?`.
> - Update `AutoAssignmentHandler` to trigger v2 job when
`auto_assignment_v2_enabled?`, else fallback to legacy.
> - **Enterprise extensions**:
> - Add `Enterprise::InboxAgentAvailability` (capacity-aware filtering)
and `Enterprise::Concerns::Inbox` association `inbox_capacity_limits`.
> - Extend service via `Enterprise::AutoAssignment::AssignmentService`
(policy-driven config, capacity filtering, exclusion rules) and add
selectors/services: `BalancedSelector`, `CapacityService`.
> - **Infrastructure**:
> - Enhance `Redis::Alfred` with `expire`, key scan/count, and extended
ZSET helpers (`zadd`, `zcount`, `zcard`, `zrangebyscore`).
> - **Tests**:
> - Add specs for jobs, core service, rate limiter, RR selector, and
enterprise features (capacity, balanced selection, exclusions).
> 
> <sup>Written by [Cursor
Bugbot](https://cursor.com/dashboard?tab=bugbot) for commit
0ebe187c8a. This will update automatically
on new commits. Configure
[here](https://cursor.com/dashboard?tab=bugbot).</sup>
<!-- /CURSOR_SUMMARY -->

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2025-11-17 10:08:25 +05:30
b18341ea6e feat: Add QR codes for WhatsApp, Messenger, and Telegram on inbox finish page (#12257)
Added QR code generation for multiple messaging platforms on the inbox
finish setup page. So users can scan QR codes to instantly test their
newly created channels.

**Supported Platforms**

  - **WhatsApp**: QR code for `https://wa.me/{phone_number}`
    - Supports both WhatsApp Cloud and Twilio WhatsApp inboxes
  - **Facebook Messenger**: QR code for `https://m.me/{page_id}`
    - All Facebook page inboxes
  - **Telegram**: QR code for `https://t.me/{bot_name}`
    - All Telegram bot inboxes

**How to test the changes**
You can test these changes by navigating to this URL
`{BASE_URL}/app/accounts/{account_id}/settings/inboxes/new/{inbox_id}/finish`
and simply replacing the inbox ID with one you've already created.

**Preview**

<img width="2432" height="1474" alt="CleanShot 2025-08-21 at 15 40
59@2x"
src="https://github.com/user-attachments/assets/4226133b-9793-48ca-bf79-903b7e003ef3"
/>

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
2025-08-27 11:53:03 +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
Shivam MishraandGitHub 30a3a35281 feat: remove colon and semicolons when sanitizing inbox name (#11889) 2025-07-08 09:41:40 +05:30
25f947223d feat: sanitize inbox name (#11597)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-06-09 14:46:12 +05:30
d0611cb7f2 feat: Improve CSAT responses (#11485)
# Pull Request Template

## Description

This PR introduces basic customization options for the CSAT survey:

* **Display Type**: Option to use star ratings instead of emojis.
* **Message Text**: Customize the survey message (up to 200 characters).
* **Survey Rules**: Send surveys based on labels — trigger when a
conversation has or doesn't have a specific label.

Fixes
https://linear.app/chatwoot/document/improve-csat-responses-a61cf30e054e

## Type of change

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

## How Has This Been Tested?

### Loom videos

**Website Channel (Widget)**

https://www.loom.com/share/7f47836cde7940ae9d17b7997d060a18?sid=aad2ad0a-140a-4a09-8829-e01fa2e102c5

**Email Channel (Survey link)**

https://www.loom.com/share/e92f4c4c0f73417ba300a25885e093ce?sid=4bb006f0-1c2a-4352-a232-8bf684e3d757

## Checklist:

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

---------

Co-authored-by: Pranav <pranavrajs@gmail.com>
2025-05-16 14:18:52 +05:30
Muhsin KelothandGitHub 246deab684 feat: Instagram reauthorization (#11221)
This PR is part of https://github.com/chatwoot/chatwoot/pull/11054 to
make the review cycle easier.
2025-04-03 14:30:48 +05:30
PranavandGitHub b5deac468e fix: Fix duplicate contact inbox race condition (#11139)
This PR addresses a race condition in the contact inbox model caused by
duplicate `source_id` values linked to different contacts.

The issue typically occurs when an agent updates a contact’s email or
phone number or when two contacts are merged. In these scenarios, the
`source_id`, which is intended to uniquely identify the contact in a
session, may still be associated with the old contact inbox.

To solve this, we check if there’s already a ContactInbox with the same
source_id but linked to another contact. If we find one, we update that
old record by changing its source_id to a random value. This breaks the
wrong connection and prevents issues, while still keeping the old data
safe.

However, this is only a temporary fix. The main issue is with the way
the contact inbox model is designed. Right now, it’s being used to track
sessions, but that may not be necessary for non-live chat channels. In
the long run, we should consider redesigning this part of the system to
avoid such problems.
2025-03-20 18:24:28 -07:00
Shivam MishraandGitHub c88447c11f feat: invalidate cache after inbox members or team members update (#10869)
At the moment, when updating the inbox members, or team members the
account cache used for IndexedDB is not invalidated. This can cause
inconsistencies in the UI. This PR fixes this by adding explicit
invalidation after performing the member changes

### Summary of changes

1. Added a new method `add_members` and `remove_members` to both `team`
and `inbox` models. The change was necessary for two reasons
- Since the individual `add_member` and `remove_member` is called in a
loop, it's wasteful to run the cache invalidation in the method.
- Moving the account cache invalidation call in the controller pollutes
the controller business logic
2. Updated tests across the board

### More improvements

We can make a concern called `Memberable` with usage like
`memberable_with :inbox_members`, that can encapsulate the functionality

---

Related: https://github.com/chatwoot/chatwoot/issues/10578
2025-02-20 21:28:38 -08:00
d070743383 feat(ee): Add Captain features (#10665)
Migration Guide: https://chwt.app/v4/migration

This PR imports all the work related to Captain into the EE codebase. Captain represents the AI-based features in Chatwoot and includes the following key components:

- Assistant: An assistant has a persona, the product it would be trained on. At the moment, the data at which it is trained is from websites. Future integrations on Notion documents, PDF etc. This PR enables connecting an assistant to an inbox. The assistant would run the conversation every time before transferring it to an agent.
- Copilot for Agents: When an agent is supporting a customer, we will be able to offer additional help to lookup some data or fetch information from integrations etc via copilot.
- Conversation FAQ generator: When a conversation is resolved, the Captain integration would identify questions which were not in the knowledge base.
- CRM memory: Learns from the conversations and identifies important information about the contact.

---------

Co-authored-by: Vishnu Narayanan <vishnu@chatwoot.com>
Co-authored-by: Sojan <sojan@pepalo.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-01-14 16:15:47 -08:00
0331815cc5 feat: Integration with Captain (alpha) (#9834)
- Integration with captain (alpha)

Co-authored-by: Pranav <pranavrajs@gmail.com>
2024-07-25 14:24:04 -07:00
834c219b9b feat(perf): update query to do a simpler search [CW-2997] (#8763)
Message search would frequently timeout. The reason was that the query would join the conversation too, the new query searches the message table directly

Co-authored-by: Sojan <sojan@pepalo.com>
2024-01-23 14:20:00 +04:00
Pranav Raj SandGitHub 653e0335c0 fix: Handle PermissionDeniedError for Dialogflow processor (#8252) 2023-10-30 13:24:03 -07:00
Pranav Raj SandGitHub fd633e1613 feat: Add inbox webhook events (#8006)
- Add webhook events for inbox creation/updation.
- Right now, the feature is added under a feature_flag. It is not available by default on all installations.
2023-09-28 15:28:10 -07:00
Pranav Raj SandGitHub 4503ba018d chore: Increase the limit of greeting message (#7883) 2023-09-08 15:33:09 +05:30
LiamandGitHub 4b27fdf4db fix: Increase the out of office message length to 10_000 (#7583) 2023-07-24 20:29:04 -07:00
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 71837bedf9 feat: Ability to customise the email sender name [CW-1629] (#7345) 2023-07-04 20:46:01 +05:30
Tejaswini ChileandGitHub e3193dcabc feat: Link help center portal to an Inbox (#6903) 2023-04-24 12:49:52 +05:30
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
Sojan JoseandGitHub de8c26dce8 chore: Additional indexes and fixes (#6675)
- Fix breakage related to the look-up job in Heroku deploys 
- Add additional db indexes for performance optimisations
2023-03-15 19:52:02 +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
Pranav Raj SandGitHub 949ddf68ba chore: Refactor the notification service for participants (#6461) 2023-02-15 14:14:56 -08:00
Tejaswini ChileandGitHub 7dc790a7e0 fix: Automatically remove expired story mention (#5300)
When a user mentions the connected Instagram page in a story, the story's content is downloaded in Chatwoot, then if the user deletes the story, the content persists in the platform.

fixes: #5258
2022-12-08 15:55:24 +03:00
b05d06a28a feat: Ability to lock to single conversation (#5881)
Adds the ability to lock conversation to a single thread for Whatsapp and Sms Inboxes when using outbound messages.

demo: https://www.loom.com/share/c9e1e563c8914837a4139dfdd2503fef

fixes: #4975

Co-authored-by: Nithin David <1277421+nithindavid@users.noreply.github.com>
2022-11-25 13:01:04 +03:00
smartdev58andGitHub 9c0cce0392 chore: Mark conversations as pending instead of reopen when bot is present (#5751)
With this change, conversations are marked as pending instead of reopening when a bot is connected to that Inbox. 

Fixes: #5668
2022-11-02 13:54:56 -07:00
Sojan JoseandGitHub 2ecb2ca0f0 feat: Enable Capacity Config UI (#5164)
- Enables Capacity Config in UI
- Rewrite auto assignment Logic to consider only online agents

fixes: #4990
2022-08-16 16:58:23 +05:30
Sojan JoseandGitHub 4187428729 chore: Update dependencies to the latest versions (#5033) 2022-07-15 09:51:59 +07:00
Sojan JoseandGitHub a6c609f43d feat: Support for Whatsapp Cloud API (#4938)
Ability to configure Whatsapp Cloud API Inboxes

fixes: #4712
2022-07-06 21:45:03 +02:00
Tejaswini ChileandGitHub ac7ebe516a fix: Add validation for the inbox name to avoid special characters (#4920) 2022-06-30 10:59:37 +05:30
Pranav Raj SandGitHub dcbca173ac chore: Revert the migration for inbox name changes (#4919) 2022-06-23 20:36:46 +05:30
Aswin Dev P.SandGitHub d5ddc9d76c chore: Fix SMTP sentry issue (#4883)
* Fix SMTP sentry issue
2022-06-22 14:09:04 -07:00
713fdb44ee feat (ee): APIs to configure an auto assignment limit for inboxes (#4672)
Co-authored-by: Pranav Raj S <pranav@chatwoot.com>
2022-06-13 20:18:38 +05:30
bad24f97ab feat: Add support for Whatsapp template messages in the UI (#4711)
Co-authored-by: Pranav Raj S <pranav@chatwoot.com>
2022-06-07 17:33:33 +05:30
Sojan JoseandGitHub cf10f3d03b chore: Provider APIs for SMS Channel - Bandwidth (#3889)
fixes: #3888
2022-02-03 15:22:13 -08:00
Aswin Dev P.SandGitHub 7ee7062843 feat: Toggle to disallow users to send messages after a conversation is resolved (#3605) 2022-01-11 00:32:03 -08:00
Tejaswini ChileandGitHub 9984edd3ef Feat: Manage conversation for tweets based on the tweet flag (#3353)
Add tweet conversation only if tweets are enabled.

Fixes #1961
2021-12-16 00:24:50 +05:30
Akhil G KrishnanandGitHub b81a9f2010 Chore: Replaced dependent destroy with dependent destroy_async in all models (#3249) 2021-11-18 10:32:29 +05:30
Sojan JoseandGitHub 0c3e8b6dbd chore: Return medium in inbox APIs (#3025)
Return medium in inbox APIs
2021-09-16 16:51:06 +05:30
Sojan JoseandGitHub 2396b59f11 chore: API fixes (#3014)
- Minor API fixes
- Configuration screen for LINE inbox
2021-09-14 22:44:53 +05:30
Sojan JoseandGitHub 22d1c8baf2 Chore: Inbox Members API improvements (#3008)
- New Inbox Member APIs
- Return JSON errors for Platform APIs
2021-09-14 11:55:02 +05:30
Sojan JoseandGitHub 0a38632f14 feat: Line Channel (#2904)
- Ability to configure line bots as a channel in chatwoot
- Receive a message sent to the line bot in chatwoot
- Ability to reply to line users from chatwoot

fixes: #2738
2021-09-11 01:31:17 +05:30
Sojan JoseandGitHub 671c5c931f feat: Telegram Channel (#2901)
- Ability to configure telegram bots as a channel in chatwoot
- Receive a message sent to the telegram bot in chatwoot
- Ability to reply to telegram users from chatwoot
- Receive attachment messages in chatwoot

fixes: #1843
2021-09-10 00:00:52 +05:30
Brandon WilsonandGitHub f94abaef5f feat: Shows inbox identifier token for API inbox (#2894)
Fixes: #2605
2021-08-27 19:56:45 +05:30