13 Commits
Author SHA1 Message Date
Shivam MishraandGitHub 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}"
```
2026-07-13 18:20:36 +05:30
Sojan JoseandGitHub 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.
2026-06-25 18:41:43 -07:00
Sojan JoseandGitHub 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.
2026-06-24 20:04:42 -07:00
Sojan JoseandGitHub 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.
2026-06-24 18:27:02 -07:00
Sojan JoseandGitHub 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.
2026-06-19 11:01:12 -07:00
50720f2395 feat: Gate conversation continuity toggle behind inbound_emails feature flag (#13838)
The "conversation continuity via email" toggle was visible to all
accounts regardless of whether they had `inbound_emails` enabled.
Without inbound email infrastructure, replies to those follow-up emails
land in the agent's personal inbox instead of routing back into
Chatwoot. The feature appears to work but silently breaks the reply
path.

The toggle is now gated on the `inbound_emails` feature flag. On
self-hosted without the feature, the toggle is hidden entirely. On
cloud, it remains visible but disabled with upgrade messaging.

On the backend, `inbound_emails` is added to the manually managed
features list in `InternalAttributesService` so that Stripe webhook plan
syncs don't override it when support enables it for an account.

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2026-04-20 17:47:24 +05:30
4381be5f3e feat: disable helpcenter on hacker plans (#12068)
This change blocks Help Center access for default/Hacker-plan accounts
and closes the downgrade gap that could leave `help_center` enabled
after a subscription falls back to the default cloud plan.

Fixes: none
Closes: none

## Why

Default-plan accounts should not be able to access the Help Center, but
the downgrade fallback path only reset the plan name and did not
reconcile premium feature flags. That meant some accounts could keep
`help_center` enabled even after landing back on the Hacker/default
plan.

## What this change does

- blocks Help Center portal and article access for default/Hacker-plan
accounts
- reconciles premium feature flags when a subscription falls back to the
default cloud plan, so `help_center` is disabled immediately instead of
waiting for a later webhook
- preserves existing account `custom_attributes` during Stripe customer
recreation instead of overwriting them
- adds Enterprise coverage for the default-plan access checks on hosted
and custom-domain Help Center routes
- fixes the public access check to use the resolved portal object so
blocked requests return the intended response instead of raising an
error

## Validation

1. Create or use an account on the default/Hacker cloud plan with an
active portal.
2. Visit the portal home page and a published article on both the
Chatwoot-hosted URL and a configured custom domain.
3. Confirm the Help Center is blocked for that account.
4. Downgrade a paid account back to the default/Hacker plan through the
Stripe webhook flow.
5. Confirm `help_center` is disabled right after the downgrade fallback
is processed and the account can no longer access the Help Center.

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
2026-03-26 23:48:46 -07:00
Aakash BakhleandGitHub 1de8d3e56d feat: legacy features to ruby llm (#12994) 2025-12-11 14:17:28 +05:30
eed2eaceb0 feat: Migrate ruby llm captain (#12981)
Co-authored-by: aakashb95 <aakash@chatwoot.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2025-12-04 18:26:10 +05:30
c63b583f90 chore: improve plan-based feature handling with plan hierarchy (#11335)
- Refactor HandleStripeEventService to better manage features by plan
- Add constants for features available in each plan tier (Startup,
Business, Enterprise)
- Add channel_instagram to Startup plan features
- Improve downgrade handling to properly disable higher-tier features
- Clean up and optimize tests for maintainability
- Add comprehensive test coverage for plan upgrades and downgrades

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-04-28 14:13:56 -07:00
PranavandGitHub ecfa6bf6a2 feat: Add support for account abuse detection (#11001)
This PR adds service to automate account abuse detection. Currently
based on the signup name and URL, could potentially add more context
such as usage analysis, message metadata etc.
2025-02-28 15:28:19 -08:00
Sojan JoseandGitHub 3a1299520c chore: Enable plan reconcile in self hosted (#9357)
This PR will revert the premium config in self hosted instances to its original state if any unauthorised modifications are made.
2024-05-08 14:26:00 -07:00
Sojan JoseandGitHub 390cd756e8 chore: Reorganize the installation config settings (#8794)
- Reorganizing installation config settings to move more configurations into UI from environment variables
- Changes to installation config to support premium plans in the enterprise edition
- Fixes the broken premium indicator in account/show and accounts/edit page
2024-01-31 16:48:42 +04:00