develop
199
Commits
| Author | SHA1 | Message | Date | |
|---|---|---|---|---|
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ed30ff9c22 |
fix(whatsapp): allow calling a contact with no existing conversation (#15014)
## Description Agents can now place a WhatsApp call to a contact straight from the contacts screen, even if that contact has never messaged in. Previously the call only worked once a conversation already existed, so a freshly added contact would fail with "Unable to start the call. Please try again." — the only workaround was to get the contact to message the channel first. ## Type of change - [ ] Bug fix (non-breaking change which fixes an issue) ## How Has This Been Tested? - Manually via UI ## Checklist: - [ ] My code follows the style guidelines of this project - [ ] I have performed a self-review of my code - [ ] I have commented on my code, particularly in hard-to-understand areas - [ ] I have made corresponding changes to the documentation - [ ] My changes generate no new warnings - [ ] I have added tests that prove my fix is effective or that my feature works - [ ] New and existing unit tests pass locally with my changes - [ ] Any dependent changes have been merged and published in downstream modules --------- Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com> |
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0e376f4fe2 |
feat(whatsapp-call): support BSUID callers for inbound voice calls (#14743)
## Linear Ticket - https://linear.app/chatwoot/issue/CW-7276/bsuid-support-to-whatsapp-voice-calling ## Description Keeps WhatsApp voice calls in the same thread as the chat when a caller has adopted a **WhatsApp username** and hidden their phone number. This makes the inbound-call path BSUID-aware, reusing the same identifier the messaging pipeline keys on so calls land on the existing `ContactInbox`/conversation. ## Type of change - [ ] New feature (non-breaking change which adds functionality) ## How Has This Been Tested? - Locally via UI ## Checklist: - [ ] My code follows the style guidelines of this project - [ ] I have performed a self-review of my code - [ ] I have commented on my code, particularly in hard-to-understand areas - [ ] I have made corresponding changes to the documentation - [ ] My changes generate no new warnings - [ ] I have added tests that prove my fix is effective or that my feature works - [ ] New and existing unit tests pass locally with my changes - [ ] Any dependent changes have been merged and published in downstream modules --------- Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com> |
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Shivam MishraandGitHub
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67cab7171d | feat: show Captain generation path on conversation messages [CW-7484] (#15078) | ||
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Aakash BakhleandGitHub
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ae49af354d |
fix: serialize multimodal Captain session content (#15096)
Captain now saves agent session records when a user message includes an image. The saved record keeps the image URL and excludes downloaded image bytes, so image replies no longer report a JSON serialization error after delivery. Fixes: https://chatwoot-p3.sentry.io/issues/7618423184/?alert_rule_id=13673680&alert_type=issue¬ification_uuid=d22a7ab9-95d6-4bba-85e0-733a28466775&project=6382945 ## Root cause RubyLLM downloads image attachments and caches the binary bytes inside `RubyLLM::Content`. `SessionCaptureService` passed the live object to the `run_context` JSON column. Rails then tried to encode the cached JPEG bytes as UTF-8 and raised `JSON::GeneratorError`. The error did not block replies, handoffs, or credit updates because session capture rescues its own failures. The failed write meant that Chatwoot lost the agent session record for the response. ## How to reproduce 1. Send an image to a Captain V2 assistant. 2. Let RubyLLM load the image during the model request. 3. Save the resulting conversation history in an agent session. 4. Observe the JSON encoding error when Rails reaches the cached image bytes. ## What changed `SessionCaptureService` now converts `RubyLLM::Content` to its JSON safe hash before saving the current turn. The hash contains the message text and attachment URL without the cached bytes. Other message content is unchanged. The focused service spec covers a cached JPEG byte payload and passes with 12 examples. RuboCop reports no offenses in the changed service and spec. |
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Shivam MishraandGitHub
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9749a3dc96 |
feat: capture captain sessions for v2 assistant responses [CW-7485] (#14971)
Records a `Captain::Session` row for every Captain V2 assistant response delivered in a conversation, so we can show how a response was generated and report on credit, FAQ, and document usage. Stacked on #14970 (the `captain_sessions` model). ## What changed - `FaqLookupTool` now records the retrieved FAQ ids (and their backing document ids) into the shared run state, accumulated across tool calls. - `AgentRunnerService` exposes the raw ai-agents run result via `last_run_result`; the `generate_response` return shape is unchanged, so the playground path is unaffected. - New `Captain::Assistant::SessionCaptureService` builds the session: scenario resolved from the answering agent name, model from `assistant.agent_model`, token usage plus the trimmed current-turn conversation history stored in `run_context`. - `ResponseBuilderJob` captures after delivery: `credits_consumed` mirrors the actual charge (1.0 for a billed response, 0.0 for handoffs, where the session points at the customer-facing handoff message). Capture runs outside the delivery transaction and swallows its own failures, so a logging bug can never block or roll back a customer reply. V1 responses and copilot are out of scope; copilot capture comes next. ## How to test On an account with `captain_integration_v2` enabled and an inbox connected to an assistant with approved FAQs, send a customer message on a pending conversation. After the assistant replies, a `Captain::Session` row should exist with the conversation as subject, the reply message as result, the FAQs/documents used, and the run context for that turn. Asking for a human agent should produce a zero-credit session pointing at the handoff message. <img width="2428" height="1058" alt="CleanShot 2026-07-15 at 17 25 40@2x" src="https://github.com/user-attachments/assets/d8e44923-c17b-494f-8c33-c8fa4219438c" /> |
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354c2cab6b |
fix(captain): handle resolved conversation context (#14433)
# Pull Request Template ## Description Fixes: https://github.com/chatwoot/chatwoot/issues/13880 Uses approaches discussed from: https://github.com/chatwoot/chatwoot/pull/13883 Activity messages pertaining to resolve are included along with an instruction for the LLM to choose whether to consider them or not along ## Type of change - [x] Bug fix (non-breaking change which fixes an issue) ## 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 with 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 --------- Co-authored-by: Sony Mathew <sony@chatwoot.com> |
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Aakash BakhleandGitHub
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6d38b4d39c |
fix(captain): improve complex migration instructions (#15002)
Improves Captain V1 → V2 migration for complex legacy instructions so mandatory triggers, workflows, language rules, and escalation behavior remain active while query-dependent product knowledge is prepared as pending FAQ candidates. ## What changed - Added explicit preservation rules for mandatory triggers, verification steps, escalation conditions, exceptions, and language behavior. - Added an auditor that checks the draft and fixes any issues before manual review. - Kept the existing migration application contract and schema limits unchanged - Added focused regression coverage for the complex-prompt classifier contract. ## How to reproduce Generate a migration draft for an assistant with dense legacy instructions containing mandatory handoff triggers, verification rules, product facts, and multi-step workflows. The resulting draft should keep actions active, place query-dependent facts in FAQ candidates, and avoid silently dropping or reversing source requirements. Focused Captain migration specs and RuboCop checks pass locally. |
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Shivam MishraandGitHub
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9c444315a6 |
feat: add api_and_webhooks feature flag reconciled from billing plan (#14972)
This introduces a new `api_and_webhooks` account feature flag that will
control access to the token-authenticated API and account webhooks. The
flag is part of the Startup plan features, so paid plans — including
trials of paid plans — get it through the billing reconcile, while
accounts on the default (Hacker) plan don't, with
`manually_managed_features` available as a per-account override. The
flag defaults to enabled, and nothing enforces it yet, so this PR is
behavior-neutral — enforcement lands in a follow-up.
## What changed
- Added `api_and_webhooks` to `features.yml` (first flag on the
`feature_flags_ext_1` column, default enabled).
- Added the flag to `STARTUP_PLAN_FEATURES` in
`Enterprise::Billing::ReconcilePlanFeaturesService`, so all paid tiers
get it and the default plan loses it on reconcile.
- Added the flag to the manually manageable features list so it can be
granted per account via Super Admin.
```rb
# Enables the api_and_webhooks feature for all existing accounts and marks it
# as manually managed so cloud billing reconciles never strip it.
#
# NOT committed to source control — run manually on production.
#
# Usage:
# bundle exec rails runner enable_api_and_webhooks.rb
# ACCOUNT_ID=123 bundle exec rails runner enable_api_and_webhooks.rb
#
# Idempotent: accounts already grandfathered are skipped; safe to re-run.
probe = Internal::Accounts::InternalAttributesService.new(Account.new)
abort 'api_and_webhooks is not in valid_feature_list — deploy the feature flag PR first.' unless probe.valid_feature_list.include?('api_and_webhooks')
account_id = ENV.fetch('ACCOUNT_ID', nil)
accounts = account_id.present? ? Account.where(id: account_id) : Account.all
abort "Account with ID #{account_id} not found" if account_id.present? && accounts.empty?
total = accounts.count
puts "Grandfathering api_and_webhooks for #{total} account(s)..."
puts "Started at: #{Time.current}"
updated = 0
skipped = 0
errored = 0
accounts.find_each(batch_size: 500) do |account|
service = Internal::Accounts::InternalAttributesService.new(account)
features = service.manually_managed_features
if features.include?('api_and_webhooks') && account.feature_enabled?('api_and_webhooks')
skipped += 1
else
service.manually_managed_features = features + ['api_and_webhooks'] unless features.include?('api_and_webhooks')
account.enable_features!('api_and_webhooks')
updated += 1
end
processed = updated + skipped + errored
puts "Processed #{processed}/#{total}..." if (processed % 1000).zero?
rescue StandardError => e
errored += 1
puts "Account #{account.id}: FAILED - #{e.message}"
end
puts "Done! Updated: #{updated}, Skipped: #{skipped}, Errored: #{errored}, Total: #{total}"
```
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8fc5c7a5c8 |
feat: add captain general guidelines migration helpers (#14909)
This PR adds internal tooling and planning docs for migrating existing Captain assistant instructions into the new General Guidelines structure. **Summary** This PR adds a controlled migration path for moving existing Captain V1 assistant instructions into the structured Captain architecture. It introduces a classifier that reads the current `config.instructions` and produces reviewed migration drafts with separate sections for: - assistant description / business context - response guidelines - guardrails - scenario candidates - conversation messages - FAQ/document candidates - needs-review items The migration is intentionally staged. It only targets V1-style assistants that still have custom instructions, are connected to inboxes, and do not already have structured response guidelines, guardrails, or scenario records. When applied, the task writes the extracted business context to the assistant description, response guidelines to `response_guidelines`, guardrails to `guardrails`, and stores scenario candidates / FAQ candidates / review notes under `config["assistant_migration"]`. Scenario candidates are also flattened into response guidelines for now so customer behavior is preserved before we create real `Captain::Scenario` records in a later rollout. The applier stores the original assistant values under migration metadata so conversation message config can be restored if needed. It does not create scenario records yet. **How to generate drafts** For specific assistant IDs: ```bash bundle exec rake captain:assistant_migration:generate \ IDS=546,636,819 \ LIMIT=0 \ OUTPUT=tmp/captain_migration_drafts.jsonl ``` For the first 50 eligible assistants: ```bash bundle exec rake captain:assistant_migration:generate \ OUTPUT=tmp/captain_migration_drafts.jsonl ``` For all eligible assistants: ```bash bundle exec rake captain:assistant_migration:generate \ LIMIT=0 \ OUTPUT=tmp/captain_migration_drafts.jsonl ``` **How to apply drafts** Dry run first: ```bash bundle exec rake captain:assistant_migration:apply \ INPUT=tmp/captain_migration_drafts.jsonl \ DRY_RUN=true ``` Apply changes: ```bash bundle exec rake captain:assistant_migration:apply \ INPUT=tmp/captain_migration_drafts.jsonl \ DRY_RUN=false ``` **How to restore conversation messages** If extracted `welcome_message`, `handoff_message`, or `resolution_message` need to be reverted to their pre-migration values: ```bash bundle exec rake captain:assistant_migration:restore_messages \ IDS=546,636,819 \ DRY_RUN=true ``` ```bash bundle exec rake captain:assistant_migration:restore_messages \ IDS=546,636,819 \ DRY_RUN=false ``` **Notes** - `LIMIT=0` means no limit. - `generate` overwrites the output file. - The apply task skips assistants that are no longer V1 migration candidates. - This PR does not create `Captain::Scenario` records; scenario candidates are staged in assistant config for a future migration. --------- Co-authored-by: Muhsin <12408980+muhsin-k@users.noreply.github.com> Co-authored-by: aakashb95 <aakashbakhle@gmail.com> Co-authored-by: Aakash Bakhle <48802744+aakashb95@users.noreply.github.com> |
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Tanmay Deep SharmaandGitHub
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9c10fe4eb1 |
fix: default assignment age exclusion (#14998)
## Description Auto-assignment was skipping the 7-day staleness check entirely for inboxes that don't have an assignment policy attached. Those inboxes would pull unassigned conversations of any age off the backlog and hand them to agents — including conversations untouched for months — while the activity log still credited "Default Policy" for the assignment. This makes the default behaviour match what that label implies: with no policy configured, conversations with no activity in the last 7 days are now excluded, the same window a freshly created policy uses. ## Type of change - [ ] 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 |
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Aakash BakhleandGitHub
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cc87429903 |
feat(captain): expand assistant description limit (#14985)
# Pull Request Template ## Description Increases description for Captain. Why? We are planning to include business context in description and 255 char limit on the column and 200 char limit on the UI are very limiting to get proper context. ## Type of change Improvement to accommodate business context ## How Has This Been Tested? Please describe the tests that you ran to verify your changes. Provide instructions so we can reproduce. Please also list any relevant details for your test configuration. locally ## Checklist: - [ ] My code follows the style guidelines of this project - [ ] I have performed a self-review of my code - [ ] I have commented on my code, particularly in hard-to-understand areas - [ ] I have made corresponding changes to the documentation - [ ] My changes generate no new warnings - [ ] I have added tests that prove my fix is effective or that my feature works - [ ] New and existing unit tests pass locally with my changes - [ ] Any dependent changes have been merged and published in downstream modules |
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Aakash BakhleandGitHub
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d57354c8b5 |
feat: tighten conversation FAQ generation prompt (#14957)
Tightens the resolved-conversation FAQ generator so it only proposes durable, reusable FAQ candidates supported by human support-agent messages. The implementation now sends a conversation-FAQ-specific transcript to the LLM: customer messages plus real human support-agent messages only, excluding bot, private, activity, and template messages. ## Closes - https://linear.app/chatwoot/issue/CW-7494/tighten-conversation-faq-generation-prompt ## What changed - Added a human-only transcript builder in `ConversationFaqService` instead of using the generic `conversation.to_llm_text` output. - Excluded bot/agent-bot messages before the LLM call, which removes the main bot-line leakage class deterministically. - Preserved native-channel human replies where outgoing messages are stored as `external_echo` without a `User` sender. - Kept a prompt decision gate requiring each FAQ to be backed by a complete public human-agent answer. - Added generic no-FAQ classes for spam, wrong-service conversations, private account/payment/order/certificate/troubleshooting cases, support workflow mechanics, and direct-link/file/quote outputs. - Added a separate `conversation_faq_generation` model route defaulting to `gpt-5.2`, while keeping `document_faq_generation` on its existing `gpt-4.1-mini` default. Conversation FAQ generation passes that feature default ahead of the legacy global `CAPTAIN_OPEN_AI_MODEL` setting unless an account-level override is configured. - Kept the prompt domain-neutral so it can still generate reusable product, service, policy, setup, and process FAQs outside SaaS contexts. ## Sampling notes - Production Langfuse traces showed `llm.captain.conversation_faq` calls using `gpt-4.1` in the sampled account set. - Locally, `Llm::FeatureRouter.resolve(feature: 'conversation_faq_generation')` now resolves to `gpt-5.2`. - Reviewed recent production `llm.captain.conversation_faq` traces across 13+ accounts in compact form. - Replayed 20 full traces across 10 accounts/domains, including education, hosting, retail/auto, APIs, logistics, tax/fiscal workflows, and Chatwoot account 1. - Explicit `gpt-5.2` replay with human-only conversation history returned no FAQ for 15/20 traces. - A comparison replay with `gpt-4.1-mini` returned no FAQ for only 7/20 traces, bringing back several private/order/payment/support-workflow cases. - Remaining non-empty `gpt-5.2` outputs are now mostly borderline/possibly useful human-agent-derived FAQs rather than obvious bot-sourced answers. ## How to test - Resolve conversations where the answer came only from the bot; no pending FAQ should be generated. - Resolve spam, unrelated, wrong-service, or private payment/order/account conversations; no pending FAQ should be generated. - Resolve conversations that require account/order/payment/login/private verification or a human handoff; no pending FAQ should be generated. - Resolve a conversation where a human agent gives a stable, reusable help-center answer; the generated pending FAQ should be general and self-contained. |
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Sony MathewandGitHub
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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 |
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Aakash BakhleandGitHub
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83dda621c5 |
feat: default new accounts to captain v2 (#14917)
# Pull Request Template ## Description defaults new accounts to captain v2 ## Type of change - [x] New feature (non-breaking change which adds functionality) ## How Has This Been Tested? Please describe the tests that you ran to verify your changes. Provide instructions so we can reproduce. Please also list any relevant details for your test configuration. 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 |
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Tanmay Deep SharmaandGitHub
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11deffdd5d |
feat: billing brl pix new users (#14617)
## Linear ticket - https://linear.app/chatwoot/issue/CW-7253/billing-brl-pix-new-users ## Description New accounts that sign up in Brazilian Portuguese are now billed in BRL instead of USD. Their Stripe customer is created with a Brazil address and Portuguese locale (so the Stripe portal offers Real prices and PIX), and the AI credit top-up flow shows packages priced in the account's billing currency. Currency support is config-driven, so adding another currency later is a configuration change rather than a code change. ## Type of change - [ ] New feature (non-breaking change which adds functionality) ## How Has This Been Tested? - https://www.loom.com/share/c8d3d08c1b844ed6b820438d4209491a ## Screenshot <img width="904" height="440" alt="image" src="https://github.com/user-attachments/assets/6f19fad8-e6af-46ea-b99f-b0265bb9eeec" /> ## 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 |
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6c9efc4e92 |
fix: assign outbound voice call conversation to the calling agent (#14906)
Outbound voice calls were being auto-assigned to the wrong agent. When an agent placed an outbound call, the conversation was created without an assignee, so inboxes with auto-assignment enabled would round-robin it to a different agent instead of keeping it with the person who actually made the call. This made it hard to tell which agent was on an active call. ## What changed - Set the calling agent as the conversation's assignee when creating an outbound voice call conversation. - This prevents the generic auto-assignment handler from treating the conversation as unassigned and reassigning it. - Added specs covering the assignment, including a regression case with inbox auto-assignment enabled. **Note:** this applies to newly placed calls; it does not retroactively fix conversations that were already mis-assigned. --------- Co-authored-by: Tanmay Deep Sharma <tanmaydeepsharma21@gmail.com> Co-authored-by: Tanmay Deep Sharma <32020192+tds-1@users.noreply.github.com> |
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7bf76057c2 |
fix: SLA handling for blocked contacts (#14861)
# Pull Request Template ## Description Blocked contacts are now excluded from SLA assignment, processing, reports, and conversation SLA UI while they remain blocked. Existing SLA records are preserved, and SLA behavior resumes if the contact is unblocked. Fixes https://linear.app/chatwoot/issue/CW-7435/sla-should-not-trigger-for-blocked-contacts ## Type of change - [x] Bug fix (non-breaking change which fixes an issue) ## How Has This Been Tested? - `bundle exec rspec spec/enterprise/models/conversation_spec.rb spec/enterprise/models/applied_sla_spec.rb spec/enterprise/services/enterprise/action_service_spec.rb spec/enterprise/services/sla/evaluate_applied_sla_service_spec.rb spec/enterprise/jobs/sla/process_account_applied_slas_job_spec.rb spec/enterprise/controllers/api/v1/accounts/applied_slas_controller_spec.rb spec/enterprise/controllers/api/v1/accounts/conversations_controller_spec.rb spec/enterprise/controllers/enterprise/api/v1/accounts/conversations_controller_spec.rb spec/enterprise/presenters/conversations/event_data_presenter_spec.rb` — 78 examples, 0 failures - `bundle exec rubocop enterprise/app/controllers/api/v1/accounts/applied_slas_controller.rb enterprise/app/jobs/sla/process_account_applied_slas_job.rb enterprise/app/models/applied_sla.rb enterprise/app/models/enterprise/concerns/conversation.rb enterprise/app/presenters/enterprise/conversations/event_data_presenter.rb enterprise/app/services/enterprise/action_service.rb enterprise/app/services/sla/evaluate_applied_sla_service.rb lib/tasks/apply_sla.rake spec/enterprise/controllers/api/v1/accounts/applied_slas_controller_spec.rb spec/enterprise/controllers/api/v1/accounts/conversations_controller_spec.rb spec/enterprise/controllers/enterprise/api/v1/accounts/conversations_controller_spec.rb spec/enterprise/jobs/sla/process_account_applied_slas_job_spec.rb spec/enterprise/models/applied_sla_spec.rb spec/enterprise/models/conversation_spec.rb spec/enterprise/presenters/conversations/event_data_presenter_spec.rb spec/enterprise/services/enterprise/action_service_spec.rb spec/enterprise/services/sla/evaluate_applied_sla_service_spec.rb` — no offenses - `pnpm exec vitest --no-watch --no-cache --no-coverage app/javascript/dashboard/components/widgets/conversation/specs/ConversationCard.spec.js` — 2 tests passed - `pnpm exec eslint app/javascript/dashboard/components-next/Conversation/ConversationCard/CardMessagePreviewWithMeta.vue app/javascript/dashboard/components-next/Conversation/ConversationCard/ConversationCardExpanded.vue app/javascript/dashboard/components/widgets/conversation/ConversationCard.vue app/javascript/dashboard/components/widgets/conversation/ConversationHeader.vue app/javascript/dashboard/components/widgets/conversation/specs/ConversationCard.spec.js` — passed with existing raw-text warnings in `ConversationHeader.vue` - `git diff --cached --check` — clean ## Checklist: - [x] My code follows the style guidelines of this project - [x] I have performed a self-review of my code - [ ] I have commented on my code, particularly in hard-to-understand areas - [ ] I have made corresponding changes to the documentation - [x] My changes generate no new warnings - [x] I have added tests that prove my fix is effective or that my feature works - [x] New and existing unit tests pass locally with my changes - [ ] Any dependent changes have been merged and published in downstream modules --------- Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com> Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com> |
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Tanmay Deep SharmaandGitHub
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a3c7f3b204 |
fix: finalize WhatsApp calls when terminate webhook overtakes connect (#14836)
## Description Some inbound WhatsApp calls stayed stuck in "ringing" forever. When a caller hung up within ~1s of dialing, Meta delivered the terminate webhook before the connect webhook. The terminate arrived with no call record yet and was dropped, then connect created the call in ringing with nothing left to close it. These calls now correctly land as missed (no_answer), and an agent who taps Accept on a call that already ended gets a clean "call ended" instead of a generic error. ## Type of change - [ ] Bug fix (non-breaking change which fixes an issue) ## How Has This Been Tested? - local UI testing ## 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 |
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49b0ab0e1f |
fix: Consider business hours when computing SLA breaches (#13392)
- Fixes SLA breach computation to respect the "Only during business hours" setting - Backend now pre-computes SLA deadlines, simplifying frontend logic ## How it works Before: SLA deadlines were calculated using wall-clock time, ignoring business hours. After: When an SLA policy has "Only during business hours" enabled and the inbox has working hours configured, the deadline is calculated by adding threshold time only during business hours. **How you check if a conversation has a SLA hit or miss?** <img width="474" height="510" alt="Screenshot 2026-01-28 at 7 06 53 PM" src="https://github.com/user-attachments/assets/54ec8581-18b8-45c6-a356-de8c778ea78d" /> **Example:** - Conversation created: Friday 4:30 PM - FRT threshold: 1 hour - Business hours: Mon-Fri 9 AM - 5 PM | | Breach time | |--|--| | Before | Friday 5:30 PM | | After | Monday 9:30 AM | ## Test plan - [x] Create an SLA policy with "Only during business hours" enabled - [x] Configure inbox with business hours (e.g., Mon-Fri 9-5) - [x] Conversation created during business hours - Create a conversation on Wednesday 10:00 AM UTC - Expected: FRT deadline shows Wednesday 12:00 PM UTC (2 business hours later) - [x] Conversation created before business hours - Create a conversation on Wednesday 7:00 AM UTC - Expected: FRT deadline shows Wednesday 11:00 AM UTC (counting starts at 9 AM) - [x] Conversation created after business hours - Create a conversation on Wednesday 6:00 PM UTC - Expected: FRT deadline shows Thursday 11:00 AM UTC (counting starts next day 9 AM) - [x] Conversation created on weekend - Create a conversation on Saturday 10:00 AM UTC - Expected: FRT deadline shows Monday 11:00 AM UTC (skips weekend) - [x] Threshold spans weekend - Create a conversation on Friday 4:00 PM UTC with 2-hour FRT - Expected: FRT deadline shows Monday 10:00 AM UTC (1h Friday + 1h Monday) - [x] SLA without business hours - Create an SLA policy with only_during_business_hours: false - Create a conversation on Friday 4:00 PM UTC with 2-hour FRT - Expected: FRT deadline shows Friday 6:00 PM UTC (wall-clock time) - [x] All Day marked as closed_all_day - Create a conversation on Tuesday 4:00 PM UTC with 2-hour FRT - Expected: FRT deadline shows Thursday 10:00 AM UTC - [x] All Day marked as open_all_day - Create a conversation on Saturday 10:00 AM UTC with 2-hour FRT - Expected: FRT deadline shows Saturday 12:00 PM UTC - [x] UI displays correct countdown - Verify conversation card shows correct SLA timer - Verify timer shows flame icon when breached - Verify timer shows alarm icon when within threshold - Time updates automatically when time passes - [x] Verify the breach with a different timezone than your local timezone --------- Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com> Co-authored-by: Sojan Jose <sojan@pepalo.com> Co-authored-by: Sony Mathew <sony@chatwoot.com> Co-authored-by: Sony Mathew <2040199+sony-mathew@users.noreply.github.com> |
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Shivam MishraandGitHub
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8670f66155 |
feat: broaden search scope for help center generation (#14880)
**Broaden the Firecrawl `map` search term list so help-center onboarding doesn't skip sites with non-standard docs paths** Help-center onboarding was skipping ~70% of new accounts, and ~60% of those skips came from a single failure: `"map returned no links"`. The root cause was an overly narrow hardcoded search query passed to Firecrawl's `map` endpoint. The curator (`Onboarding::HelpCenterCurator`) calls `Firecrawl.map(url, search: MAP_SEARCH)` to discover candidate pages before the LLM curation step. `MAP_SEARCH` was hardcoded to `"docs help support faq"` — a 4-term list that only matched sites whose help content sat at `/docs`, `/help`, `/support`, or `/faq`. Sites using `/resources`, `/guides`, `/kb`, `/articles`, `/handbook`, `/learn`, `/how-to`, `/tutorial`, `/troubleshooting`, or a docs subdomain found nothing, so the job raised `CurationSkipped` and left the portal empty. Firecrawl's `search` param is a grep-style substring filter across URL, title, and description (not a semantic query), so the fix is to broaden the term list rather than drop it. The LLM curator downstream (`Captain::Llm::HelpCenterCurationService`) already filters returned links by quality — it has the full URL-path-priority prompt and a 25-article hard ceiling — so a wider crawl net is safe and doesn't change the final article quality bar. **What changed** - `enterprise/app/services/onboarding/help_center_curator.rb`: `MAP_SEARCH` broadened from `"docs help support faq"` to a 13-term list covering common help-content path hints. Comment added documenting why the term list exists and that the LLM curator does the real filtering. |
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Aakash BakhleandGitHub
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ce2e10e89e |
fix: tighten captain v2 (#14883)
# Pull Request Template ## Description Tightens v2 prompt and config to match v1 ## Type of change Please delete options that are not relevant. - [x] Bug fix (non-breaking change which fixes an issue) ## How Has This Been Tested? Please describe the tests that you ran to verify your changes. Provide instructions so we can reproduce. Please also list any relevant details for your test configuration. locally ## Checklist: - [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 |
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7522457740 |
feat: v2 - generations get trace level attributes (#14878)
# Pull Request Template ~~Note: merge only after https://github.com/chatwoot/ai-agents/pull/74 has been merged~~ ## Description Before: <img width="436" height="617" alt="image" src="https://github.com/user-attachments/assets/fd5be8dc-abab-4e01-b251-366648b998ea" /> After: <img width="446" height="577" alt="image" src="https://github.com/user-attachments/assets/8d96d2f2-c126-4cca-b3a2-f2a62b204adf" /> <img width="441" height="558" alt="image" src="https://github.com/user-attachments/assets/89da4157-48a5-4fdc-9c67-9bf987e31638" /> ## Type of change - [x] New feature (non-breaking change which adds functionality) ## How Has This Been Tested? Please describe the tests that you ran to verify your changes. Provide instructions so we can reproduce. Please also list any relevant details for your test configuration. 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 --------- Co-authored-by: Sony Mathew <sony@chatwoot.com> |
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Sojan JoseandGitHub
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d0b1c055e8 |
chore: Track cloud plan activation conversions (#14834)
## Summary - track cloud plan activation conversions when an attributed account moves from the configured default cloud plan to a paid plan - use the Stripe webhook event time as the activation timestamp so the 30-day signup attribution window reflects the actual upgrade event - send the Stripe subscription amount and currency for the conversion value - mark the account attribution after enqueueing so later plan updates do not send duplicate activation conversions ## Notes - Marketing tracker: https://linear.app/chatwoot/issue/MAR-113 - Cloud implementation: https://linear.app/chatwoot/issue/LEA-34 - Stripe billing stays responsible for subscription state and value calculation. - Cloud plan activation conversion tracking is handled by a small dedicated service that owns the activation rule, duplicate marker, and conversion enqueue. - Website attribution cookie capture remains separate in the marketing attribution service. - There is no frontend change and no new user-facing configuration. - Conversion upload still no-ops outside Chatwoot Cloud and when attribution has no supported click identifier. |
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Sony MathewandGitHub
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cf134deb37 |
fix: Preserve Captain LLM defaults (#14858)
# Pull Request Template ## Description Adjusts the Captain LLM feature defaults after feature routing so the defaults stay intentional and avoid unintended high-cost model upgrades. Assistant, copilot, and onboarding content generation now default to `gpt-4.1`; audio transcription keeps `gpt-4o-mini-transcribe` as the default while exposing `whisper-1` as an available account override option. Related: https://linear.app/chatwoot/issue/CW-7425/test-new-models ## Type of change - [x] Bug fix (non-breaking change which fixes an issue) ## How Has This Been Tested? - `ruby -ryaml -e 'yaml = YAML.load_file("config/llm.yml"); features = yaml.fetch("features"); models = yaml.fetch("models"); features.each { |name, cfg| missing = Array(cfg["models"]) - models.keys; raise "#{name}: missing #{missing.join(",")}" if missing.any?; raise "#{name}: default not in models" unless Array(cfg["models"]).include?(cfg["default"]) }'` - `node -e "JSON.parse(require('fs').readFileSync('app/javascript/dashboard/i18n/locale/en/settings.json', 'utf8'))"` - `pnpm exec prettier --check app/javascript/dashboard/i18n/locale/en/settings.json` - `bundle exec rspec spec/lib/llm/feature_router_spec.rb spec/enterprise/services/llm/base_ai_service_spec.rb spec/enterprise/models/concerns/agentable_spec.rb spec/enterprise/services/messages/audio_transcription_service_spec.rb spec/models/concerns/captain_featurable_spec.rb spec/models/account_spec.rb spec/controllers/api/v1/accounts/captain/preferences_controller_spec.rb spec/controllers/super_admin/accounts_controller_spec.rb` - `bundle exec rspec spec/enterprise/services/captain/llm/article_translation_service_spec.rb spec/enterprise/services/messages/audio_transcription_service_spec.rb spec/enterprise/services/llm/base_ai_service_spec.rb` - `RUBOCOP_CACHE_ROOT=/private/tmp/rubocop_cache bundle exec rubocop enterprise/app/services/captain/llm/article_translation_service.rb enterprise/app/services/messages/audio_transcription_service.rb spec/enterprise/services/captain/llm/article_translation_service_spec.rb spec/enterprise/services/llm/base_ai_service_spec.rb spec/enterprise/services/messages/audio_transcription_service_spec.rb` - `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 - [ ] 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 |
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Sony MathewandGitHub
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4e26c5b4bb |
feat: Route system LLM jobs (4/6) (#14843)
## Description Routes the remaining system-only and legacy-sensitive LLM jobs through feature-level model configuration, while preserving system credential usage and usage-accounting behavior. This adds dedicated defaults for help center article generation, onboarding content generation, query translation, transcription, and search embeddings so these flows can be configured per account without falling back to installation-wide model settings. Fixes https://linear.app/chatwoot/issue/CW-7425/test-new-models ## 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? Verified the feature routing defaults and account overrides for the touched Captain/system LLM paths, including the legacy OpenAI transcription and paginated FAQ services. - `eval "$(rbenv init -)" && bundle exec rspec spec/lib/captain/base_task_service_spec.rb spec/lib/llm/models_spec.rb spec/models/concerns/captain_featurable_spec.rb spec/controllers/api/v1/accounts/captain/preferences_controller_spec.rb spec/enterprise/services/captain/llm/paginated_faq_generator_service_spec.rb spec/enterprise/services/captain/llm/pdf_processing_service_spec.rb spec/enterprise/services/messages/audio_transcription_service_spec.rb spec/enterprise/services/onboarding/help_center_article_builder_spec.rb spec/enterprise/services/captain/onboarding/website_analyzer_service_spec.rb` - `eval "$(rbenv init -)" && bundle exec rubocop app/controllers/api/v1/accounts/captain/preferences_controller.rb app/models/concerns/account_settings_schema.rb lib/captain/base_task_service.rb enterprise/app/services/captain/llm/article_translation_service.rb enterprise/app/services/captain/llm/article_writer_service.rb enterprise/app/services/captain/llm/embedding_service.rb enterprise/app/services/captain/llm/help_center_curation_service.rb enterprise/app/services/captain/llm/paginated_faq_generator_service.rb enterprise/app/services/captain/llm/translate_query_service.rb enterprise/app/services/captain/llm/widget_tagline_service.rb enterprise/app/services/captain/onboarding/website_analyzer_service.rb enterprise/app/services/messages/audio_transcription_service.rb spec/enterprise/services/messages/audio_transcription_service_spec.rb spec/lib/captain/base_task_service_spec.rb` - `ruby -e "require 'yaml'; config = YAML.load_file('config/llm.yml'); %w[document_faq_generation help_center_article_generation onboarding_content_generation help_center_query_translation audio_transcription help_center_search].each { |feature| abort(%(missing #{feature})) unless config.dig('features', feature) }; abort('wrong article default') unless config.dig('features', 'help_center_article_generation', 'default') == 'gpt-5.2'; puts 'llm.yml ok'"` - `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 - [ ] 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 |
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Sony MathewandGitHub
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43e0f8a141 |
feat: Route Enterprise LLM services (3/6) (#14841)
# Pull Request Template ## Description Routes Enterprise assistant, copilot, FAQ, contact memory, action-classifier, and false-promise detector LLM paths through feature-specific model resolution. `Llm::BaseAiService` now accepts feature/account context and uses `Llm::FeatureRouter` when that context is present, while retaining the installation-model fallback for unmigrated callers. This also adds a `document_faq_generation` feature default for generative FAQ/document content. Linear: https://linear.app/chatwoot/issue/CW-7425/test-new-models Depends on #14840 ## 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? - `bundle exec rspec spec/lib/llm/models_spec.rb spec/enterprise/services/llm/base_ai_service_spec.rb spec/enterprise/services/captain/copilot/chat_service_spec.rb spec/enterprise/services/captain/llm/assistant_chat_service_spec.rb spec/enterprise/services/captain/llm/faq_generator_service_spec.rb spec/enterprise/services/captain/llm/conversation_faq_service_spec.rb spec/enterprise/services/captain/llm/assistant_action_classifier_service_spec.rb spec/enterprise/services/captain/llm/assistant_false_promise_service_spec.rb spec/enterprise/jobs/captain/conversation/response_builder_job_spec.rb` passed with 112 examples, 0 failures. - `bundle exec rspec spec/models/concerns/captain_featurable_spec.rb spec/models/account_spec.rb spec/controllers/api/v1/accounts/captain/preferences_controller_spec.rb spec/lib/llm/feature_router_spec.rb` passed with 87 examples, 0 failures. - `bundle exec rubocop enterprise/app/services/llm/base_ai_service.rb enterprise/app/services/captain/copilot/chat_service.rb enterprise/app/services/captain/llm/assistant_chat_service.rb enterprise/app/services/captain/llm/faq_generator_service.rb enterprise/app/services/captain/llm/conversation_faq_service.rb enterprise/app/services/captain/llm/contact_notes_service.rb enterprise/app/services/captain/llm/contact_attributes_service.rb enterprise/app/services/captain/llm/assistant_action_classifier_service.rb enterprise/app/services/captain/llm/assistant_false_promise_service.rb spec/enterprise/services/llm/base_ai_service_spec.rb spec/enterprise/services/captain/copilot/chat_service_spec.rb spec/enterprise/services/captain/llm/assistant_chat_service_spec.rb spec/enterprise/services/captain/llm/faq_generator_service_spec.rb spec/enterprise/services/captain/llm/conversation_faq_service_spec.rb spec/enterprise/services/captain/llm/assistant_action_classifier_service_spec.rb spec/enterprise/services/captain/llm/assistant_false_promise_service_spec.rb spec/enterprise/jobs/captain/conversation/response_builder_job_spec.rb` passed with no offenses. - `bundle exec ruby -e "require 'yaml'; config = YAML.load_file('config/llm.yml'); abort('missing document_faq_generation') unless config.dig('features', 'document_faq_generation'); abort('missing default') unless config.dig('features', 'document_faq_generation', 'default'); puts 'llm.yml ok'"` passed. - `git diff --check` passed. ## 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 |
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Sojan JoseandGitHub
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0849d2e070 |
chore: Track cloud signup conversions (#14852)
## Summary - enqueue `cloud_signup` conversion tracking after website attribution is stored on a new cloud account - keep authenticated add-workspace requests out of attribution/conversion tracking - reuse the existing marketing conversion tracking service and config already available on `develop` ## Notes - This PR only wires the signup path. - Billing/plan activation conversion tracking is intentionally left out for a separate rollout. - The conversion service still no-ops outside Chatwoot Cloud and when stored attribution has no supported click identifier. |
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Sojan JoseandGitHub
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cd1a214d98 |
chore: Add marketing conversion tracking foundation (#14851)
## Summary Adds the minimal foundation for Cloud marketing conversion tracking: - locked internal installation config for conversion tracking credentials and event mappings - generic background job and service for uploading conversion events from stored attribution - focused coverage for Cloud gating, click-id selection, payload shape, and optional conversion value This PR intentionally does not wire signup or plan activation yet. The next step is to validate the service from Rails console against existing attributed accounts, then add the event hooks in a follow-up PR. ## Notes The config remains locked and is surfaced under the Internal settings group next to the existing Cloud plan configuration. The service assumes the locked config is present and valid; config mistakes should surface instead of being silently ignored. |
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Aakash BakhleandGitHub
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0af9900be2 |
fix: model for false promise harness (#14824)
fixes model for false promise harness |
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Aakash BakhleandGitHub
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1c7e60880d |
fix: add harness on false promises (#14672)
# Pull Request Template ## Description https://linear.app/chatwoot/issue/AI-179/false-promise-soft-handoff-guard ## Type of change - [x] Bug fix (non-breaking change which fixes an issue) ## 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. Against negative cases identified by evals ## 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 |
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df79c0bbde |
feat: exclude stale conversations via assignment policy age threshold (#14766)
## Linear ticket - https://linear.app/chatwoot/issue/CW-7137/assignment-v2-backlog-flush-overloads-agents ## Description Assignment policies now skip stale unassigned conversations automatically. Each policy carries an age threshold (defaults to 7 days), so auto-assignment only picks up recent backlog instead of draining very old, forgotten conversations. The threshold is configurable per policy and can be cleared to assign conversations regardless of age. Previously this control existed only on Enterprise capacity policies (`exclude_older_than_hours`); it now lives on the assignment policy itself, so every V2 inbox benefits without needing a capacity policy. ## Type of change - [ ] New feature (non-breaking change which adds functionality) ## How Has This Been Tested? - Local UI flows ## Screenshots? <img width="645" height="822" alt="image" src="https://github.com/user-attachments/assets/ec58db86-c1fa-4f9e-be87-2e24ff02e077" /> ## 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: Sony Mathew <sony@chatwoot.com> |
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647cfc2d83 |
feat: distinguish agent-declined calls with a rejected status (#14783)
## Linear ticket - https://linear.app/chatwoot/issue/CW-7374/agent-declined-voice-calls-miscounted-as-failed ## Description Agent rejections were stored with status: failed, so call reports lumped deliberate declines together with real technical failure. Fix: give declines their own terminal rejected status (Twilio + WhatsApp paths), keeping end_reason: agent_rejected. Genuine provider/network failures stay failed. Frontend renders declines exactly as before; existing rows backfilled via migration. ## Type of change - [ ] Bug fix (non-breaking change which fixes an issue) ## How Has This Been Tested? - Tested on UI ## Checklist: - [ ] My code follows the style guidelines of this project - [ ] I have performed a self-review of my code - [ ] I have commented on my code, particularly in hard-to-understand areas - [ ] I have made corresponding changes to the documentation - [ ] My changes generate no new warnings - [ ] I have added tests that prove my fix is effective or that my feature works - [ ] New and existing unit tests pass locally with my changes - [ ] Any dependent changes have been merged and published in downstream modules --------- Co-authored-by: Sony Mathew <sony@chatwoot.com> |
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Aakash BakhleandGitHub
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c27a5916bb |
fix: auto enable document auto-sync (#14806)
# Pull Request Template ## Description Auto enables document auto-sync on paid plans fixes: https://linear.app/chatwoot/issue/AI-186/captain-auto-sync-doesnt-turn-on-automatically-on-subscription ## Type of change - [x] Bug fix (non-breaking change which fixes an issue) ## 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 - [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 |
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Sojan JoseandGitHub
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dfd656a7d9 |
feat(account): persist signup attribution (#14761)
This keeps Chatwoot-side attribution persistence intentionally small and Enterprise-only. The website owns attribution capture, normalization, and source classification. Chatwoot Cloud only reads the already-shaped first-party attribution cookies during the current web signup account creation path and stores the decoded payload in internal account metadata. Self-hosted installs remain unchanged in this repo. ## What changed - Added Enterprise-only attribution persistence to the current Cloud web signup account creation path. - Stores attribution only when `ChatwootApp.chatwoot_cloud?` is true. - Reads the existing first-touch and last-touch attribution cookies. - Saves only the documented scalar attribution fields under account internal metadata. - Preserves raw attribution values and leaves escaping to display boundaries. - Bounds stored attribution values to the website field-size limit. - Keeps OSS controller code unchanged. - Keeps signup attribution request coverage in Enterprise specs. - Avoids backend attribution derivation, referrer parsing, or fallback classification. - Skips authenticated add-workspace flows so additional workspaces are not counted as signup attribution. - Does not hook unused account creation paths or OmniAuth account creation. ## How to test - `bundle exec rubocop spec/controllers/api/v1/accounts_controller_spec.rb spec/enterprise/controllers/api/v1/accounts_controller_spec.rb enterprise/app/controllers/enterprise/api/v1/accounts_settings.rb enterprise/app/services/internal/accounts/marketing_attribution_service.rb spec/enterprise/services/internal/accounts/marketing_attribution_service_spec.rb` - `bundle exec rspec spec/controllers/api/v1/accounts_controller_spec.rb spec/enterprise/controllers/api/v1/accounts_controller_spec.rb spec/enterprise/services/internal/accounts/marketing_attribution_service_spec.rb` - On a cloud-like setup, create an account through the current web signup path with attribution cookies and confirm account internal metadata is populated. - On a non-cloud setup or authenticated add-workspace flow, confirm account-create behavior is unchanged and no attribution is stored. |
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41a3ab6dfa |
feat(companies): add contact company selector (#14496)
Adds a company selector to the contact details form so agents can associate a contact with an existing company directly from the contact page. Closes - None Why Contacts already expose company information through the CRM fields, but the form only accepted free-text company names. As we split company CRM work into smaller PRs, this keeps the contact page aligned with the structured company model while preserving the existing company-name behavior used by automations. What changed - Shows a company dropdown in the contact details form when the Companies feature is enabled. - Keeps legacy free-text company names editable when a contact has no structured `company_id`. - Allows Enterprise contact create/update APIs to accept account-scoped `company_id`. - Syncs `additional_attributes.company_name` when a contact is associated with a company, including the existing email-domain auto-association path. - Serializes `company_id` in the contact model payload so the form can show the current association. How to test 1. Enable Companies for an account and open a contact details page. 2. In Edit contact details, use the Company field to select an existing company. 3. Save the contact and refresh the page. 4. Confirm the selected company remains visible and the contact is associated with that company. 5. Confirm contacts with only a legacy free-text company name still show the text input instead of an empty selector. --------- Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com> Co-authored-by: iamsivin <iamsivin@gmail.com> Co-authored-by: Sony Mathew <2040199+sony-mathew@users.noreply.github.com> |
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Tanmay Deep SharmaandGitHub
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8d5d02ea97 |
feat: add per-inbox toggle to disable incoming calls (#14645)
## Description Adds a per-inbox "Allow incoming calls" toggle for voice-enabled WhatsApp and Twilio inboxes. When turned off, the setting is persisted on the channel; actually rejecting inbound calls is handled in a follow-up PR. ## Type of change - [ ] New feature (non-breaking change which adds functionality) ## Screenshot <img width="804" height="384" alt="Screenshot 2026-06-04 at 11 44 07 AM" src="https://github.com/user-attachments/assets/df8bb026-0387-4031-bcba-6d9a56872eb7" /> ## 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 |
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Tanmay Deep SharmaandGitHub
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c6e5657ee5 |
fix(call): emit assignee activity message when agent answers a call (#14700)
## Linear Ticket - https://linear.app/chatwoot/issue/CW-7249/debug-assignment-log ## Description When an agent answers an inbound WhatsApp call on an unassigned conversation, the conversation is claimed for that agent — but no "assigned" activity message or assignee-changed event was emitted, so the assignment was invisible in the timeline (and notifications/live assignee panel didn't update). The claim ran before `update_conversation_call_status`, so that later `update!` on the same conversation clobbered `saved_change_to_assignee_id?` before `after_commit` fired. Moving the claim to be the conversation's final write in the transaction restores the activity message, the `ASSIGNEE_CHANGED` event, and the live assignee update. ## Type of change - [ ] Bug fix (non-breaking change which fixes an issue) ## How Has This Been Tested? 1. Open an unassigned WhatsApp-call conversation. 2. As an agent, answer an inbound call. 3. Before: the conversation is assigned to you, but no "self-assigned" activity message appears. After: the activity message is created and the assignee updates live. ## 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 |
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Shivam MishraandGitHub
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d9c07fe2e9 |
feat: expose onboarding help center generation status (#14671)
This PR adds a reload-safe onboarding Help Center generation status path. Previously, generation progress was pushed through ActionCable, which meant the onboarding UI could lose context after a page reload or missed websocket event. The new endpoint exposes the current generation id, raw Redis generation state, and Help Center article/category counts so clients can recover state by fetching from the backend. **What changed** - Added an onboarding Help Center generation status endpoint. - Persisted `help_center_generation_id` when generation is enqueued. - Removed Help Center generation ActionCable broadcasts completely. - Kept generation progress in Redis as the backend source of truth. - Kept Help Center generation out of the onboarding hot path; the existing onboarding controller does not start generation yet. **How to test** 1. Start Help Center generation for an account. 2. Fetch the onboarding generation status endpoint and verify it returns the generation id, Redis state, and article/category counts. 3. Reload the onboarding UI or client state and fetch again to confirm progress can be recovered without relying on websocket events. 4. Verify skipped/completed generation states are reflected from Redis. ## Related PRs - https://github.com/chatwoot/chatwoot/pull/14569 - https://github.com/chatwoot/chatwoot/pull/14568 - https://github.com/chatwoot/chatwoot/pull/14567 - https://github.com/chatwoot/chatwoot/pull/14619 - https://github.com/chatwoot/chatwoot/pull/14565 (Primary onboarding PR) |
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Aakash BakhleandGitHub
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45f4b423ae |
fix: captain usage for BYOK OpenAI tasks (#14587)
# Pull Request Template ## Description Fixes: https://linear.app/chatwoot/issue/CW-7167/label-suggestions-bad-ux ## Type of change Please delete options that are not relevant. - [x] Bug fix (non-breaking change which fixes an issue) ## 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: - [ ] 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 |
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cd9192f7d1 |
chore(captain): update Firecrawl to use the v2 API (#14624)
## Description Migrates Firecrawl from the v1 to the v2 API. `Captain::Tools::FirecrawlService` now targets `api.firecrawl.dev/v2`, with the request body updated to match the v2 schema. > Disclosure: I work at Firecrawl. Fixes # (n/a) ## Type of change - [x] Bug fix (non-breaking change which fixes an issue) ## How Has This Been Tested? Updated `spec/enterprise/services/captain/tools/firecrawl_service_spec.rb` to assert the v2 endpoint and request body. ## Checklist: - [x] My code follows the style guidelines of this project - [x] I have performed a self-review of my code - [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 --------- Co-authored-by: Aakash Bakhle <48802744+aakashb95@users.noreply.github.com> |
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Sojan JoseandGitHub
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9d591b8f46 |
feat: enable companies for Business cloud plans (#14598)
Enable the Companies feature automatically for Chatwoot Cloud accounts on the Business plan and higher. ## Closes None. ## How to test Upgrade or reconcile a Cloud account on Business or Enterprise and verify Companies is available. Reconcile a Startups account and verify Companies remains disabled. ## What changed - Added companies to the Business plan feature set, which Enterprise inherits through the existing hierarchy. - Added billing specs that assert Companies is disabled for Startups and enabled for Business and Enterprise. |
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Tanmay Deep SharmaandGitHub
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68e358d732 |
feat: voice-call UX fixes (#14579)
## Linear ticket https://linear.app/chatwoot/issue/CW-7187/voice-calls-followup-tasks ## Description Improvements to the WhatsApp voice-calling experience plus a cheaper, more accurate audio-transcription model. - First-time callers now get a real name. An inbound WhatsApp call creates the contact from the caller's WhatsApp profile name instead of the bare phone number. - Clear, consistent call attribution. Call bubbles show a unified "Handled by {agent}" - Cleaner call widget. The dismiss (✕) button is shown only for incoming calls - WhatsApp calling for manual inboxes. voice_calling_supported? now covers any whatsapp_cloud inbox - Transcription: whisper-1 → gpt-4o-mini-transcribe. ## Type of change - [ ] New feature (non-breaking change which adds functionality) ## 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 |
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Shivam MishraandGitHub
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9c17a6f302 |
feat(onboarding): detect email provider from domain MX records (#14571)
During account enrichment, WebsiteBrandingService now probes the signup domain's MX records to infer whether email is hosted on Google Workspace or Microsoft 365, adding `email_provider` (`google`/`microsoft`/`nil`) to `brand_info`. Matching is anchored on a label boundary so lookalike domains aren't misclassified, and lookup failures fall back to `nil`. This lets downstream UI suggest the right mailbox integration (Gmail vs Outlook). |
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Muhsin KelothandGitHub
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75c2f91019 |
chore: Enable Tiktok on paid plans Automatically (#13628)
This PR add the ability enable Tiktok integration on all paid plans. |
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c4a6a19e9b |
feat(voice): WhatsApp Cloud Calling — UI [6] (#14346)
## Summary Frontend for WhatsApp Cloud Calling: header / contact-panel call buttons, ringing widget, accept/reject/hangup, mute, in-bubble audio player + transcript, recording-on-hangup upload, mid-call reload warning. WebRTC is browser-direct to Meta — no media server bridge. ## Closes - https://linear.app/chatwoot/issue/PLA-150 ## How to test Requires backend support — the controller, services, model changes, and routes ship in **#14334** (`feature/pla-150`). Merge / deploy that first (or simultaneously); the FE alone won't function without those endpoints. Then on staging, for a WhatsApp Cloud + embedded-signup inbox with the new \`Configuration → Enable voice calling\` toggle ON and webhook registered: 1. **Outbound** — open a conversation, click the phone icon in the conversation header (or contact panel), grant mic, your phone rings, answer, audio both ways, hang up. Recording + transcript land in the bubble within ~10s. 2. **Inbound** — call the business number from your phone. The FloatingCallWidget appears bottom-right with caller name. Click accept, audio both ways, hang up. Recording + transcript appear. 3. **Mute** — during an active WhatsApp call, click the mic icon next to hangup. Speech stops reaching Meta until you click again. 4. **Mid-call reload guard** — try `Cmd-R` during an active call; browser shows a confirm prompt. --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com> Co-authored-by: iamsivin <iamsivin@gmail.com> Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com> |
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Shivam MishraandGitHub
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3d20a7b049 |
feat: generate Help Center for Onboarding (#14370)
## Manually triggering help center generation
Open a Rails console (`bundle exec rails console`):
```ruby
account = Account.find(<ACCOUNT_ID>)
user = account.users.first
# Optional: refresh brand info from the customer's website
domain = 'example.com'
result = WebsiteBrandingService.new("noreply@#{domain}").perform
account.update!(
name: result[:title].presence || account.name,
custom_attributes: account.custom_attributes.merge('website' => domain, 'brand_info' => result)
)
# Optional: wipe existing portals so a fresh one is created
account.portals.destroy_all
Onboarding::HelpCenterCreationService.new(account, user).perform
```
Sidekiq must be running — articles are written by
`Onboarding::HelpCenterArticleGenerationJob`. Avoid running on
production; generation calls the LLM provider.
### Generation flow (Happy Path)
```mermaid
sequenceDiagram
autonumber
participant Kickoff as HelpCenterCreationService
participant DB as DB
participant GenJob as HelpCenterArticleGenerationJob
participant Curator as HelpCenterCurator
participant Firecrawl as Firecrawl
participant CuratorLLM as Curation LLM
participant Redis as Redis Progress
participant WriterJob as HelpCenterArticleWriterJob
participant Builder as HelpCenterArticleBuilder
participant WriterLLM as Writer LLM
participant Cable as ActionCable
Kickoff->>DB: Create portal for account<br/>homepage_link=https://chatwoot.com
Kickoff->>DB: Attach brand logo if available
Kickoff->>GenJob: Enqueue generation job<br/>account_id, portal_id, user_id, generation_id
GenJob->>Curator: Curate help center plan
Curator->>Firecrawl: map https://chatwoot.com<br/>search: docs help support faq
Firecrawl-->>Curator: Return discovered links
Curator->>CuratorLLM: Select categories + article plans<br/>from discovered links only
CuratorLLM-->>Curator: Return categories, articles, allowed_urls
GenJob->>DB: Create portal categories
GenJob->>GenJob: Stamp articles with category_id
GenJob->>GenJob: Filter article URLs against allowed_urls
GenJob->>GenJob: Drop articles with no category<br/>or no approved source URLs
GenJob->>Redis: Start progress<br/>status=generating, total=N, finished=0
loop For each approved article
GenJob->>WriterJob: Enqueue writer job<br/>title, category_id, approved URLs
end
par Writer jobs run independently
WriterJob->>Builder: Build article from approved URLs
Builder->>Firecrawl: batch_scrape approved URLs
Firecrawl-->>Builder: Return Markdown source pages
Builder->>WriterLLM: Rewrite sources into one article
WriterLLM-->>Builder: Return title, description, Markdown content
Builder->>DB: Create draft portal article<br/>meta.source_urls
WriterJob->>Redis: Increment finished count
WriterJob->>Cable: Broadcast help_center.article_generated
end
WriterJob->>Redis: If finished >= total<br/>mark status=completed
WriterJob->>Cable: Broadcast help_center.generation_completed
```
### Redis State Management
```mermaid
stateDiagram-v2
[*] --> active_pointer_set
active_pointer_set --> generating: generation job creates valid plan
active_pointer_set --> skipped: curation skipped/failed
generating --> generating: each writer job increments finished
generating --> completed: finished == total
generating --> ignored_completion: generation_id superseded
skipped --> [*]
completed --> [*]
ignored_completion --> [*]
```
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1d2f3e86dd |
feat(companies): track company last activity (#14435)
Tracks company recency from linked contact activity so the Companies list and detail page can show/sort by real customer engagement instead of generic record updates. ## Closes None. ## Why Company recency should reflect activity from people associated with the company. This keeps the signal tied to persisted contact activity, without treating passive online presence or widget heartbeat pings as company activity. ## What Changed - Adds a company helper to record `last_activity_at` from linked contact activity. - Rolls up `Contact#last_activity_at` changes to the associated company. - Initializes company activity when an already-active contact is associated with a company, including the business-email auto-association path. - Throttles company activity rollups to once every 5 minutes per company to avoid unnecessary writes during active conversations. - Treats company activity as monotonic: unlinking, moving, or deleting contacts does not move a company's activity timestamp backwards. - Leaves historical backfill, online presence tracking, widget visit tracking, and richer activity attribution out of scope. ## How to Test 1. Open an account with Companies enabled and visit the Companies list. 2. Trigger activity for a contact that belongs to a company, for example by receiving or sending a message in that contact's conversation. 3. Confirm the linked company shows a recent activity timestamp in the Companies list/detail page after the contact activity updates. 4. Associate an already-active contact with a company and confirm the company receives that contact's existing activity timestamp. 5. Confirm repeated contact activity within a short window does not continuously rewrite the company timestamp. --------- Co-authored-by: Sony Mathew <2040199+sony-mathew@users.noreply.github.com> |
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de696a55cb |
feat(voice): add WhatsApp inbound call webhook pipeline [3] (#14315)
Adds the server-side flow that turns Meta WhatsApp Cloud Calling webhooks into Chatwoot Calls, conversations, voice_call message bubbles, and ActionCable broadcasts. Stacked on top of #14312 (PR-2 — provider methods); intentionally does not include the HTTP controller, routes, or frontend (those land in PR-4 and PR-9). ## Closes - Part of the WhatsApp Cloud Calling rollout. Linear: TBD ## What changed **Webhook routing** - `app/jobs/webhooks/whatsapp_events_job.rb` — append `prepend_mod_with('Webhooks::WhatsappEventsJob')` so EE can extend it without forking. - `enterprise/app/jobs/enterprise/webhooks/whatsapp_events_job.rb` (new) — overlay that prepends `handle_message_events` to intercept `field: 'calls'` payloads (route to `Whatsapp::IncomingCallService`) and `interactive.call_permission_reply` messages (route to `Whatsapp::CallPermissionReplyService`); falls through with `super` for regular messages. **Services** - `enterprise/app/services/whatsapp/incoming_call_service.rb` (new) — gated on `provider_config['calling_enabled']`; processes `connect` (creates inbound call via `Voice::InboundCallBuilder` or transitions an existing outbound call to `in_progress`) and `terminate` events; updates conversation `additional_attributes` and broadcasts `voice_call.incoming`/`voice_call.outbound_connected`/`voice_call.ended`. - `enterprise/app/services/whatsapp/call_permission_reply_service.rb` (new) — handles WhatsApp interactive `call_permission_reply` replies; clears the conversation's `call_permission_requested_at` flag and broadcasts `voice_call.permission_granted` so the agent UI can re-enable the call button. **Builder/model adjustments** - `enterprise/app/services/voice/inbound_call_builder.rb` — provider-agnostic; accepts `provider:` and `extra_meta:` kwargs, drops `account:` (now derived from `inbox.account` to keep the param count under rubocop's ceiling without disabling cops), uses digits-only `source_id` for WhatsApp ContactInbox (validation requires `^\d{1,15}\z`), skips Twilio-only `conference_sid` for non-Twilio providers. - `enterprise/app/services/voice/call_message_builder.rb` — adds `create!`/`update_status!` API and `CALL_TO_VOICE_STATUS` map; uses direct `Message.create!` (bypasses `Messages::MessageBuilder`'s incoming-on-non-Api-inbox guard, which would otherwise reject the system bubble); content is `'WhatsApp Call'` for WhatsApp and `'Voice Call'` for Twilio. Backwards-compatible `perform!` retained for the existing Twilio call sites. - `enterprise/app/models/call.rb` — adds `default_ice_servers` (driven by `VOICE_CALL_STUN_URLS` env), `direction_label` alias for the `inbound`/`outbound` strings the FE expects, and `ringing?`/`in_progress?`/`terminal?` predicates used throughout the pipeline. **Outgoing-channel guard** - `app/services/base/send_on_channel_service.rb` — extends `invalid_message?` to skip messages with `content_type == 'voice_call'`. Without this, agent-initiated outbound calls (PR-4) would deliver \"WhatsApp Call\" as a text message to the contact every time. **Twilio call-site update** - `enterprise/app/controllers/twilio/voice_controller.rb` — drops the now-redundant `account: current_account` kwarg from the `Voice::InboundCallBuilder.perform!` call. **Tests** - New: `spec/enterprise/services/whatsapp/incoming_call_service_spec.rb` (5 examples — calling-disabled, inbound connect, outbound connect, terminate completed, terminate no-answer, unknown event). - New: `spec/enterprise/services/whatsapp/call_permission_reply_service_spec.rb` (3 examples — accept, reject, calling-disabled). - Updated: `spec/enterprise/services/voice/inbound_call_builder_spec.rb` and `spec/enterprise/controllers/twilio/voice_controller_spec.rb` to drop the `account:` kwarg from call expectations. ## How to test In `rails console` against an account with a WhatsApp inbox where `provider_config['calling_enabled']` is true: ```ruby inbox = Inbox.find(<id>) params = { calls: [{ id: 'wacid_test', from: '15550001111', event: 'connect', session: { sdp: 'v=0...', sdp_type: 'offer' } }] } Whatsapp::IncomingCallService.new(inbox: inbox, params: params).perform # => Conversation + Call (status: 'ringing', provider: 'whatsapp') + voice_call message bubble # => ActionCable broadcasts `voice_call.incoming` to the assignee or account-wide # Then terminate it: Whatsapp::IncomingCallService.new(inbox: inbox, params: { calls: [{ id: 'wacid_test', event: 'terminate', duration: 0, terminate_reason: 'no_answer' }] } ).perform # => Call status flips to 'no_answer', message bubble updates, `voice_call.ended` broadcast fires ``` End-to-end browser flow (Meta → cable → UI) requires the controller from PR-4 and the frontend from PR-9. --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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f6be0d80ef |
feat: UI changes for document auto sync [AI-153] (#14258)
# Pull Request Template ## Description FE code for document sync Adds: - UI to show counts (stats) of available web pages, stale and synced documents and last synced at - Bulk action and manual ways to sync web documents - index to stats related columns ## Type of change Please delete options that are not relevant. - [x] New feature (non-breaking change which adds functionality) ## How Has This Been Tested? Please describe the tests that you ran to verify your changes. Provide instructions so we can reproduce. Please also list any relevant details for your test configuration. https://linear.app/chatwoot/issue/AI-153/fe-document-auto-sync Documents dashboard: <img width="2160" height="986" alt="CleanShot 2026-05-11 at 17 57 09@2x" src="https://github.com/user-attachments/assets/6d934764-964c-4656-b005-1b4f0329e553" /> Filters: <img width="1138" height="564" alt="CleanShot 2026-05-11 at 17 58 13@2x" src="https://github.com/user-attachments/assets/cee780e6-eb8f-4aed-8cc5-b674244a821b" /> Needs update: <img width="2222" height="966" alt="CleanShot 2026-05-11 at 17 57 53@2x" src="https://github.com/user-attachments/assets/70c85ddd-7eb1-4328-ba14-7929e67e7b36" /> pdfs: <img width="2180" height="558" alt="CleanShot 2026-05-11 at 17 58 30@2x" src="https://github.com/user-attachments/assets/975b5c9f-bd1c-4979-9870-8f926d7f6e11" /> bulk actions: <img width="2244" height="992" alt="CleanShot 2026-05-11 at 17 58 57@2x" src="https://github.com/user-attachments/assets/bdb3c63f-d2de-41dc-a6d5-8821d3303be0" /> single url sync: <img width="2264" height="722" alt="CleanShot 2026-05-11 at 17 59 19@2x" src="https://github.com/user-attachments/assets/7d7323a5-0fcb-4be9-8635-55e56964999b" /> ## 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 --------- Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com> Co-authored-by: iamsivin <iamsivin@gmail.com> Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com> Co-authored-by: Sony Mathew <sony@chatwoot.com> Co-authored-by: Vishnu Narayanan <iamwishnu@gmail.com> |
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Shivam MishraandGitHub
|
3489298726 |
feat: add WidgetCreationService for onboarding web widget setup (#14314)
When a new account finishes onboarding we want to land them on a
dashboard with a working web widget already configured, branded, named,
and assigned to them, instead of an empty inbox list. This PR adds the
services that produce that widget. **No user-visible change yet:** the
services are dormant until the trigger and background job are wired up
in the follow-up PR.
## Context
Milestone 1 added `Account::BrandingEnrichmentJob`, which calls
context.dev during signup and stores brand data on
`account.custom_attributes['brand_info']`, plus the new onboarding form
that captures `domain`, `name`, `industry`, etc. Milestone 2 starts
using that data, and the first thing we want is a web widget
materialized automatically. Splitting the service layer from the
orchestration plumbing (Redis key, `onboarding_step` extension,
controller wiring, ActionCable) keeps this diff focused and lets the
LLM/widget logic merge independently.
## How to test
Run against an existing account that already has `brand_info` populated.
```ruby
account = Account.find(<account_id>)
user = account.administrators.first
inbox = WidgetCreationService.new(account, user).perform
inbox.channel.widget_color # color from brand_info, or '#1f93ff'
inbox.channel.welcome_title # brand_info[:title], or account.name
inbox.channel.welcome_tagline # LLM tagline (Enterprise + system key set),
# else brand_info[:slogan]/[:description]/nil
inbox.inbox_members.pluck(:user_id)
```
Toggle `InstallationConfig['CAPTAIN_OPEN_AI_API_KEY']` to flip between
LLM and brand-text tagline paths. To verify failure isolation, raise
inside `Captain::Llm::WidgetTaglineService#perform` and confirm widget
creation still succeeds with the fallback tagline.
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