develop
478
Commits
| Author | SHA1 | Message | Date | |
|---|---|---|---|---|
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8c013415b8 | fix: localize the captain overview summary greeting (#15108) | ||
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7a5385cc32 | feat: improve captain overview loading and reuse stats for summary [CW-7610] (#15105) | ||
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c420edce58 |
feat: branded email layouts for email inboxes (#14936)
## Description
Adds an API-only branded email layout feature for Email inbox replies.
Administrators can configure an account-level fallback layout and
per-email-inbox overrides with Liquid HTML using `{{ content_for_layout
}}`, and eligible outbound email replies/transcripts render through the
scoped layout when the account feature flag `branded_email_templates` is
enabled.
The feature is disabled by default and is manually controlled through
the normal account feature flag mechanism.
Fixes
https://linear.app/chatwoot/issue/CW-7514/branded-html-email-templates-per-inboxbrand
## Type of change
- [x] New feature (non-breaking change which adds functionality)
- [x] This change requires a documentation update
## How to test
1. Start Chatwoot locally and sign in as an administrator.
2. Enable the account feature flag for the account you are testing:
```ruby
account = Account.find(<account_id>)
account.enable_features!(:branded_email_templates)
```
3. Create or pick an Email inbox, then note the `account_id` and
`inbox_id`.
4. Configure an account-level fallback layout through the API using
authenticated admin headers:
```http
PATCH /api/v1/accounts/:account_id/branded_email_layout
Content-Type: application/json
{
"branded_email_layout": "<html><body><header>Account Brand</header>{{
content_for_layout }}<footer>Account footer</footer></body></html>"
}
```
5. Confirm `GET /api/v1/accounts/:account_id/branded_email_layout`
returns the saved account layout.
6. Configure an inbox-level override for the Email inbox:
```http
PATCH /api/v1/accounts/:account_id/inboxes/:inbox_id
Content-Type: application/json
{
"branded_email_layout": "<html><body><header>Inbox Brand</header>{{
content_for_layout }}<footer>Inbox footer</footer></body></html>"
}
```
7. Confirm `GET /api/v1/accounts/:account_id/inboxes/:inbox_id` returns
the inbox `branded_email_layout`.
8. Send an Email inbox reply and verify the outbound email body is
wrapped with the inbox layout around the generated reply content.
9. Clear the inbox layout by sending a blank value, then send another
reply and verify it falls back to the account layout:
```http
PATCH /api/v1/accounts/:account_id/inboxes/:inbox_id
Content-Type: application/json
{
"branded_email_layout": ""
}
```
10. Clear the account layout with a blank value and verify Email replies
return to the existing no-layout behavior.
11. Verify validation behavior:
- Updating either API with a layout that omits `{{ content_for_layout
}}` returns `422`.
- Updating either API with invalid Liquid returns `422`.
- Updating a non-Email inbox with `branded_email_layout` returns `422`.
- Disabling `branded_email_templates` and updating a layout returns
`422`.
## How Has This Been Tested?
Validation:
- `bundle exec rspec spec/models/email_template_spec.rb
spec/controllers/api/v1/accounts/branded_email_layouts_controller_spec.rb
spec/controllers/api/v1/accounts/inboxes_controller_spec.rb
spec/lib/email_templates/db_resolver_service_spec.rb
spec/mailers/conversation_reply_mailer_spec.rb`
- `bundle exec rspec
spec/enterprise/services/enterprise/billing/handle_stripe_event_service_spec.rb
spec/enterprise/services/internal/reconcile_plan_config_service_spec.rb`
- `bundle exec rubocop` on changed Ruby files, excluding generated
`db/schema.rb`
- `git diff --check` and `git diff --cached --check`
- YAML parsing for changed config/Swagger files
- `bundle exec rails routes -g branded_email_layout`
## Checklist:
- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have made corresponding changes to the documentation
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] My changes generate no new warnings
- [ ] Any dependent changes have been merged and published in downstream
modules
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9c68eed676 |
fix(captain): send custom tool API key headers (#15008)
Captain custom tools configured with API key authentication now send the configured key in the requested HTTP header. Existing tools begin working without needing to be recreated or reconfigured, while credentials remain protected across redirects. ## How to reproduce 1. Create a Captain custom tool using API Key authentication. 2. Configure `X-API-Key` as the header name and save the tool. 3. Invoke the tool and inspect the incoming request. 4. Before this change, the API key header is absent; after this change, the configured endpoint receives it. ## What changed The UI persists API key authentication as `name` and `key`, but the request builder also required an unused `location: header` property. The request builder now treats API key authentication as header-based, matching the only mode exposed by the UI. Custom authentication headers are also registered as sensitive with `SafeFetch`. They are retained for the configured endpoint and same-origin redirects, but stripped when a redirect crosses origins to prevent credential leakage. Factory, request, and redirect specs cover the real UI payload and both public and private-network fetch paths. |
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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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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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0e07a27c74 |
fix: enforce inbox limits at model level (#14949)
Fixes https://linear.app/chatwoot/issue/CW-7559/inbox-limit-abuse ## Why The regular inbox API checked limits in the controller, but WhatsApp embedded signup creates inboxes through a service using `Inbox.create!`. That let Enterprise account inbox limits be skipped for embedded signup. ## What this change does - Adds an Inbox create-time validation hook in OSS and implements the limit check in the Enterprise Inbox module. - Removes the duplicate controller/helper limit check so the model is the single enforcement point. - Preserves the existing `402 Payment Required` API response for account inbox limit failures. - Keeps updates to existing inboxes allowed when an account is already at its inbox limit. ## Validation - `bundle exec rspec spec/controllers/api/v1/accounts/inboxes_controller_spec.rb spec/enterprise/models/inbox_spec.rb` |
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29d0b92f1c |
fix: captain hours saved metric (#14948)
Reworks the Captain assistant "hours saved" metric so it produces a believable number. It previously multiplied assistant reply count by customer reply-wait time, which inflated the figure into the millions of hours. It now estimates saved time as replies × a fixed ~2 min per-reply effort assumption. On the overview card the value renders in days once it passes 100 hours, and the label/hint copy was updated to match. ## How to test 1. Open the Captain assistant overview page. 2. Check the "Time saved" card shows a sensible value (hours, or days past 100h). 3. Hover the hint and confirm it reflects the per-reply estimate. |
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a5fcecb3f6 |
feat: assistant overview page [CW-7408] (#14889)
This PR adds a Captain Assistant **Overview** page to show some KPI metrics (conversations handled, auto-resolution, handoff, hours saved, reopen-after-resolve, conversation depth) with trend deltas vs the previous window, a real knowledge card, and a lazily-loaded, cached LLM welcome summary. ### Highlights - **Two contextual banners** on the overview: - **Inbox banner** — prompts the user to connect an inbox when the assistant has none, so it can actually do work. - **Coverage banner** — warns when FAQ coverage is below 85% with more than 100 responses pending review, linking straight to the pending queue. Dismissal persists per-assistant for 24h via localStorage. - **Batched stats builder** (`Captain::AssistantStatsBuilder`) computes both windows in single FILTER-aggregated scans to cut round trips, behind new `stats`/`summary` endpoints. - **Cards included but intentionally left dummy / not rendered yet:** `ResponseQualityCard` (flagged responses) and `CreditUsageCard` (credit usage + daily chart). Credits are an account-wide counter with no per-assistant or daily history, so there is no real data to back them yet; they ship in the codebase but are not wired into the page. ### Index migration - Replaces `index_messages_on_sender_type_and_sender_id` with `index_messages_on_sender_and_created` `(sender_type, sender_id, created_at)`. - **Why it helps:** the per-assistant windowed lookups filter `sender_*` *and* a `created_at` range. The old 2-column index matched every lifetime row for the assistant and filtered the time slice at the heap (~89% of rows discarded); adding `created_at` as a range column lets Postgres scan only the window, and fixes the row-count estimate so the planner picks a hash join over a nested loop on `reporting_events`. - **Why dropping the old index is safe:** the new index is a left-prefix superset `(sender_type, sender_id, ...)`, so every query the old one served is still served. No code references it by name, and dropping it keeps write amplification on `messages` neutral. Built/dropped with `CONCURRENTLY` and `if_not_exists`/`if_exists` guards. ## Preview <img width="2572" height="1754" alt="CleanShot 2026-06-29 at 22 38 51@2x" src="https://github.com/user-attachments/assets/3798d09e-7850-48e4-b2cd-508533f15cea" /> ## Banners #### Inbox connect alert <img width="2178" height="612" alt="CleanShot 2026-06-30 at 14 26 55@2x" src="https://github.com/user-attachments/assets/373c371c-bb7d-4291-a0f9-620673078302" /> #### Coverage alert <img width="2178" height="612" alt="CleanShot 2026-06-30 at 14 25 41@2x" src="https://github.com/user-attachments/assets/e12d6308-11b6-4ba2-88a2-8a3077dd3e8f" /> --------- Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com> |
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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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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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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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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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91d8a4e2a3 |
feat: Route reply box LLM tasks (2/6) (#14840)
# Pull Request Template ## Description Routes OSS reply-box and small Captain tasks through feature-specific LLM model resolution. Rewrite, reply suggestion, summary, follow-up, and CSAT utility analysis now resolve through the `editor` feature; label suggestion resolves through `label_suggestion`. Existing credentials, account OpenAI hook behavior, and instrumentation event names remain unchanged. Linear: https://linear.app/chatwoot/issue/CW-7425/test-new-models Depends on #14839 ## 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/captain/base_task_service_spec.rb spec/lib/captain/rewrite_service_spec.rb spec/lib/captain/reply_suggestion_service_spec.rb spec/lib/captain/summary_service_spec.rb spec/lib/captain/label_suggestion_service_spec.rb spec/lib/captain/csat_utility_analysis_service_spec.rb spec/lib/captain/follow_up_service_spec.rb` passed with 81 examples, 0 failures. - `bundle exec rubocop lib/captain/base_task_service.rb lib/captain/rewrite_service.rb lib/captain/reply_suggestion_service.rb lib/captain/summary_service.rb lib/captain/label_suggestion_service.rb lib/captain/csat_utility_analysis_service.rb lib/captain/follow_up_service.rb enterprise/lib/enterprise/captain/reply_suggestion_service.rb spec/lib/captain/base_task_service_spec.rb spec/lib/captain/rewrite_service_spec.rb spec/lib/captain/reply_suggestion_service_spec.rb spec/lib/captain/summary_service_spec.rb spec/lib/captain/label_suggestion_service_spec.rb spec/lib/captain/csat_utility_analysis_service_spec.rb spec/lib/captain/follow_up_service_spec.rb` passed with no offenses. - `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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8b977b35a8 |
feat: Add LLM feature router (1/6) (#14839)
## Description Adds the foundation for feature-specific LLM model routing so Captain AI features can resolve their effective provider/model from code defaults and account-level overrides. This fixes the provider metadata key in `config/llm.yml`, adds `Llm::FeatureRouter`, and routes existing `CaptainFeaturable` model defaults through the shared resolver. 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? - `bundle exec rspec spec/lib/llm/models_spec.rb spec/lib/llm/feature_router_spec.rb spec/models/concerns/captain_featurable_spec.rb` - 23 examples, 0 failures - `bundle exec rubocop lib/llm/models.rb lib/llm/feature_router.rb app/models/concerns/captain_featurable.rb spec/lib/llm/models_spec.rb spec/lib/llm/feature_router_spec.rb spec/models/concerns/captain_featurable_spec.rb` - no offenses - `bundle exec ruby -e "require 'yaml'; config = YAML.load_file('config/llm.yml'); abort('missing providers') unless config['providers']; abort('missing models') unless config['models']; abort('missing features') unless config['features']; 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 - [ ] 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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62cbeae95f |
feat: onboarding inboxes UI (#14565)
After entering their account details, new admins land on an **Inbox setup** screen that shows what we've already set up for them and lets them connect their conversation channels without leaving onboarding. It surfaces the auto-created live chat widget (and Help Center on Enterprise), highlights channels detected from their website, and offers a **View all** dialog to connect any supported channel inline. ### Channel status | Channel | How it connects | Status | PR | |---|---|---|---| | Live chat (Website) | Auto-created during setup | ✅ Done | https://github.com/chatwoot/chatwoot/pull/14314 | | WhatsApp | Meta embedded signup | ✅ Done | https://github.com/chatwoot/chatwoot/pull/14619 | | Facebook | Login + page picker | ✅ Done | https://github.com/chatwoot/chatwoot/pull/14619 | | Instagram | OAuth redirect | ✅ Done | https://github.com/chatwoot/chatwoot/pull/14568 | | TikTok | OAuth redirect | ✅ Done | https://github.com/chatwoot/chatwoot/pull/14569 | | LINE | Inline credential form | ✅ Done | — | | Telegram | Inline credential form | ✅ Done | — | | Gmail / Outlook | OAuth (email) | ⚠️ Disabled — coming in a follow-up | https://github.com/chatwoot/chatwoot/pull/14567 | | SMS / API / Voice / Other email | — | ⛔ Unavailable | — | --------- Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com> |
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74db16158d |
feat: migrate dyte integration to cloudflare realtimekit (#14752)
Dyte is sunsetting its existing infrastructure after the Cloudflare acquisition, so this migrates Chatwoot’s video call integration to Cloudflare RealtimeKit. The integration now uses Cloudflare Account ID, RealtimeKit App ID, and a Cloudflare API token with Realtime Admin permissions. Meeting creation and participant token generation now call Cloudflare’s RealtimeKit APIs, while the existing Chatwoot call experience remains unchanged for agents and customers. This also adds setup-time credential validation, so admins get clearer errors when the API token is invalid, the Cloudflare account or permissions are incorrect, or the RealtimeKit App ID does not belong to the selected account. Fixes https://linear.app/chatwoot/issue/PLA-176/migrate-dyte-integration-to-cloudflare-realtimekit **How to test** 1. Go to Settings → Integrations → Cloudflare RealtimeKit. 2. Add a Cloudflare Account ID, RealtimeKit App ID, and API token with Realtime Admin permissions. 3. Confirm the integration saves successfully with valid credentials. 4. Try invalid credentials and confirm the error identifies whether the token, account/permissions, or app ID is wrong. 5. Start a video call from a conversation and confirm the RealtimeKit meeting opens. --------- Co-authored-by: Muhsin <12408980+muhsin-k@users.noreply.github.com> Co-authored-by: Sony Mathew <sony@chatwoot.com> |
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f66b551c7d |
revert: Sidebar unread counts for filters (CW-7262) (#14769)
## Description Reverts [#14726](https://github.com/chatwoot/chatwoot/pull/14726) (\"feat: Add sidebar unread counts for filters (CW-7262)\"), which shipped in 4.15.0. After 4.15.0 rolled out to prod the unread-counts-for-filters code path caused a cascading incident: - `Counter#ensure_filters_cache!` fires on every `/unread_counts/index` and `update_last_seen` request. - On cache miss it calls `Builder#build_filters_for!`, which: - invokes `store.clear_user_filters!` -> `delete_matching` -> a Redis `SCAN_each` over a per-user pattern keyspace, and - runs 4 fresh SQL passes per user (mentions, participating, unattended, and per-folder `Conversations::FilterService` queries). - Threads blocked in the SCAN held their DB connections, the connection pool exhausted, Sidekiq jobs were discarded with `ActiveJob::DeserializationError: could not obtain a connection from the pool`, and the enqueued queue blew past 200K. Related: [CW-7262](https://linear.app/chatwoot/issue/CW-7262/unread-counts-for-filters-folders) ## Type of change - [x] Bug fix (non-breaking change which fixes an issue) - [ ] New feature (non-breaking change which adds functionality) - [ ] Breaking change (fix or feature that would cause existing functionality not to work as expected) - [ ] This change requires a documentation update ## How Has This Been Tested? ## Checklist: - [x] My code follows the style guidelines of this project - [x] I have performed a self-review of my code - [ ] I have commented on my code, particularly in hard-to-understand areas - [ ] I have made corresponding changes to the documentation - [x] My changes generate no new warnings - [x] I have added tests that prove my fix is effective or that my feature works - [x] New and existing unit tests pass locally with my changes - [ ] Any dependent changes have been merged and published in downstream modules |
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fe6368b42e |
feat: Add sidebar unread counts for filters (CW-7262) (#14726)
## Description Extends the conversation unread-count system so the left sidebar can show unread badges for Mentions, Participating, Unattended, and saved conversation folders. Folder badges reuse the existing `custom_filters` conversation filter semantics, store user-scoped Redis sets lazily, and skip unsupported folder filters so invalid saved folders continue to render without a badge. The Unattended badge counts all visible unread open conversations that match the existing unattended conversation scope. Closes - [CW-7262](https://linear.app/chatwoot/issue/CW-7262/unread-counts-for-filters-folders) ## What changed - Added user-scoped unread-count Redis keys and cache builders for mentions, participating conversations, unattended conversations, and saved folder filters. - Reused `Conversations::FilterService` through a relation-returning path so folder counts match the folder conversation list behavior. - Invalidated user filter caches from mention, participant, custom-filter, and relevant conversation update events. - Extended the unread-count endpoint payload and sidebar Vuex/sidebar rendering for the new badge counts, including the Unattended sidebar item. - Added Ruby, Enterprise, request, listener, and frontend store coverage for the new unread-count dimensions. ## Type of change - [x] New feature (non-breaking change which adds functionality) ## How Has This Been Tested? - Created local validation folders for `john@acme.inc` and confirmed the unread-count payload includes open, resolved, and high-priority folder badges while excluding the invalid unsupported folder. - Added coverage for the Unattended badge rule: all visible unread open conversations matching `Conversation.unattended`. - Ran focused unread-count Ruby specs, including service, listener, request, and Enterprise counter coverage. - Ran frontend unread-count store specs. - Ran RuboCop on the touched Ruby files. - Ran ESLint through the project script; it completed with warnings in existing unrelated files and no errors. <img width="369" height="525" alt="Screenshot 2026-06-13 at 10 51 39 PM" src="https://github.com/user-attachments/assets/36b1d2c4-dac1-4f6f-9c0e-7ef5a6cc2975" /> ## Checklist: - [x] My code follows the style guidelines of this project - [x] I have performed a self-review of my code - [x] I have commented on my code, particularly in hard-to-understand areas - [x] Documentation changes are not required for this internal unread-count behavior - [x] My changes generate no new warnings - [x] I have added tests that prove my fix is effective or that my feature works - [x] New and existing unit tests pass locally with my changes - [x] No dependent downstream changes are required --------- Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com> |
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64b0ebd8dc |
feat: Script to migrate images between providers (#9117)
# Pull Request Template ## Description Storage migration functionality, which allows the transfer of images from one on-premises provider to another (e.g. AWS, Google, etc.) using Active Storage. I ran the unit and integration tests and they all passed correctly. **The command to execute the migration is `FROM=from_service TO=to_service rake storage:migrate`** Fixes #7907 ## Type of change Please delete options that are not relevant. - [x] New feature (non-breaking change which adds functionality) ## How Has This Been Tested? I have tested the storage migration functionality by running the provided unit and integration tests. Additionally, I manually tested the migration process in a local development environment by following these steps: Set up two storage services (e.g., AWS S3 and Google Cloud Storage) with valid configurations. Execute the `FROM=local TO=amazon rake storage:migrate` task with appropriate FROM and TO arguments to migrate blobs between the services. Verified that the blobs were successfully transferred to the target storage service. Checked for any error messages or unexpected behavior during the migration process. ## Checklist: - [x] My code follows the style guidelines of this project - [x] I have performed a self-review of my code - [x] I have commented on my code, particularly in hard-to-understand areas - [x] I have made corresponding changes to the documentation - [x] My changes generate no new warnings - [x] I have added tests that prove my fix is effective or that my feature works - [x] New and existing unit tests pass locally with my changes - [x] Any dependent changes have been merged and published in downstream modules --------- Co-authored-by: Sony Mathew <sony@chatwoot.com> Co-authored-by: Sony Mathew <2040199+sony-mathew@users.noreply.github.com> |
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ee6382109a |
feat: prevent deleted email conversations from syncing again (#14612)
# Pull Request Template ## Description Prevent deleted email conversations from being synced into Chatwoot again while they are still within the IMAP sync window. When an admin explicitly deletes an email conversation, the incoming email message IDs are stored temporarily in Redis. IMAP sync checks these recently deleted message IDs in addition to existing message records. Each Redis key expires automatically after two days. This applies only to explicit conversation deletion. Individual message deletion, inbox deletion, and account deletion keep their existing behavior. Fixes [CW-7214](https://linear.app/chatwoot/issue/CW-7214/deleted-mails-in-gmail-inbox-gets-synced-again) |
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59d869d1ed | feat: Ability to resize table column width (#14611) | ||
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e919a2cef5 |
feat: add contact filter for conversations (#14629)
# Pull Request Template ## Description Adds a Contact condition to the conversation advanced filter so agents can search for an existing contact and filter conversations by `conversations.contact_id`. Fixes [CW-7239](https://linear.app/chatwoot/issue/CW-7239/contact-filter-for-conversations) ## Type of change - [ ] Bug fix (non-breaking change which fixes an issue) - [x] New feature (non-breaking change which adds functionality) - [ ] Breaking change (fix or feature that would cause existing functionality not to work as expected) - [ ] This change requires a documentation update ## How Has This Been Tested? - `eval "$(rbenv init -)" && bundle exec rspec spec/services/conversations/filter_service_spec.rb` - `pnpm exec vitest --no-watch --no-cache --no-coverage --logHeapUsage app/javascript/dashboard/components-next/filter/helper/filterHelper.spec.js app/javascript/dashboard/store/modules/conversations/helpers/specs/filterHelpers.spec.js app/javascript/dashboard/helper/specs/customViewsHelper.spec.js app/javascript/dashboard/helper/specs/filterQueryGenerator.spec.js` - `pnpm eslint` - `eval "$(rbenv init -)" && bundle exec rubocop spec/services/conversations/filter_service_spec.rb` ## Checklist: - [x] My code follows the style guidelines of this project - [x] I have performed a self-review of my code - [x] I have commented on my code, particularly in hard-to-understand areas - [ ] I have made corresponding changes to the documentation - [x] My changes generate no new warnings - [x] I have added tests that prove my fix is effective or that my feature works - [x] New and existing unit tests pass locally with my changes - [ ] Any dependent changes have been merged and published in downstream modules --------- Co-authored-by: iamsivin <iamsivin@gmail.com> Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com> |
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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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eaffad12e7 |
feat(langfuse): propagate observation metadata for evals (#14634)
# Pull Request Template ## Description We need to pass on trace level attributes down to the spans inside them like tool calls, observations, etc. This way, we can filter observations based on trace level attributes. ## 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. Attributes added to observation metadata for easy filtering <img width="1327" height="708" alt="image" src="https://github.com/user-attachments/assets/8f1d1bf8-cde4-481d-a2c2-7920ad2fc52e" /> added a `generation_stage` to differentiate llm_calls that call tools vs those that generate a `final_response` <img width="1806" height="968" alt="CleanShot 2026-06-03 at 15 11 09@2x" src="https://github.com/user-attachments/assets/db1fa8e0-7f2d-404b-a719-27a16d400442" /> propagated attributes to tool calls for future use <img width="903" height="517" alt="image" src="https://github.com/user-attachments/assets/edc61ce8-93db-465c-a66e-043138e2dc15" /> ## 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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1beaa284c6 |
feat: inline images in website and email channels (#14516)
# Pull Request Template ## Description This PR adds support for inline image uploads in the reply editor for Email and Website (chat widget) channels. Agents can now insert images inline between text and resize them directly in the editor by dragging the bottom corner, similar to the help center editor experience. Image sizes are preserved through markdown using the `cw_image_width` URL param and render correctly in both outgoing emails and chat widget messages. Agents can also paste copied images directly into Email or Website replies using **Shift+Cmd+V** (Shift+Ctrl+V on Windows/Linux). The image gets inserted inline at the cursor position and supports resizing just like uploaded images. Regular **Cmd+V / Ctrl+V** behavior remains unchanged and continues to add images as attachments, so both inline and attachment flows are supported. ### Prosemirror repo PR: https://github.com/chatwoot/prosemirror-schema/pull/48 Fixes https://linear.app/chatwoot/issue/CW-7133/inline-images-in-live-chat-and-email https://linear.app/chatwoot/issue/CW-7225/ghsa-8j9w-jppp-xcfc-html-attribute-injection-via-unvalidated-cw-image ## Type of change - [x] New feature (non-breaking change which adds functionality) ## How Has This Been Tested? ### Screencast https://github.com/user-attachments/assets/a928f852-ab15-413a-9d35-6ea69b718ecf <img width="414" height="654" alt="image" src="https://github.com/user-attachments/assets/205e0729-8f2d-4cc5-9c55-7696f032eca4" /> ## 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 - [ ] 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: Muhsin Keloth <muhsinkeramam@gmail.com> |
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7c16071fc7 |
fix: Support allowlisted private API inbox webhooks (#14548)
Self-hosted installations can now opt SafeFetch into private-network access after SSRF hardening. The default remains unchanged: private IP destinations are blocked unless the instance owner explicitly enables private-network requests with `SAFE_FETCH_ALLOW_PRIVATE_NETWORK=true`. Fixes https://linear.app/chatwoot/issue/CW-7131 Fixes https://github.com/chatwoot/chatwoot/issues/14489 Fixes https://github.com/chatwoot/chatwoot/issues/14494 ## How to use For self-hosted installations that need API inbox webhooks, or other SafeFetch-backed requests, to call trusted private services, enable private-network access with a single environment variable: ```bash SAFE_FETCH_ALLOW_PRIVATE_NETWORK=true ``` This is disabled by default. Enable it only when the instance owner controls the deployment network and trusts the configured URLs. |
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b1db6c3e9b |
fix: make zadd function optimised to stay in rubocop limits (#14520)
## Description Fixes rubocop for alfred.rb file on develop ## Type of change - [x] 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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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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3cd8cf43ce |
fix: atomically claim conversation to prevent duplicate assignment (#14495)
## Description Fixes a bug under Assignment V2 where a single conversation could be reassigned dozens of times in a row by the system, producing long stacks of "Assigned to X by Automation System via <policy>" activity messages alternating between agents. After this change each unassigned conversation is assigned exactly once, even on busy inboxes. ## Fixes # (issue) ## Type of change - [ ] Bug fix (non-breaking change which fixes an issue) ## How Has This Been Tested? ## How to reproduce 1. Enable `assignment_v2` on an account with at least 2 online agents in an inbox. 2. Generate sustained resolve/snooze activity in the inbox (each one enqueues `AutoAssignment::AssignmentJob` for the whole inbox). 3. Watch any one unassigned conversation while the jobs drain — pre-fix it picks up multiple back-to-back "Assigned to …" activity rows alternating between agents. ## 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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27f2c2b392 |
feat: Unread Count: added api, store refresher, invalidation and events (2/3)[CW-6851] (#14369)
# Pull Request Template ## Description This is the second PR in a series of PRs for Introducing unread counts in the sidebar for inboxes and labels. In this PR: * added api for unread counts * Added the store refresher and invalidation with event listeners * Added action cable event * Added specs for the changes Issue: https://linear.app/chatwoot/issue/CW-6851/support-unread-conversation-counts ## Type of change Please delete options that are not relevant. - [ ] Bug fix (non-breaking change which fixes an issue) - [x] New feature (non-breaking change which adds functionality) - [ ] Breaking change (fix or feature that would cause existing functionality not to work as expected) - [ ] This change requires a documentation update ## How Has This Been Tested? Please describe the tests that you ran to verify your changes. Provide instructions so we can reproduce. Please also list any relevant details for your test configuration. ## Checklist: - [x] My code follows the style guidelines of this project - [x] I have performed a self-review of my code - [ ] I have commented on my code, particularly in hard-to-understand areas - [ ] I have made corresponding changes to the documentation - [x] My changes generate no new warnings - [x] I have added tests that prove my fix is effective or that my feature works - [x] New and existing unit tests pass locally with my changes - [ ] Any dependent changes have been merged and published in downstream modules --------- Co-authored-by: Sojan Jose <sojan@pepalo.com> |
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40deaef458 |
feat: Store WhatsApp BSUID identifiers from inbound webhooks (#14436)
Adds storage support for WhatsApp business-scoped user identifiers received from Meta Cloud API and Twilio WhatsApp webhooks. The change keeps existing phone-based behavior intact, stores BSUID and parent BSUID values as additional `contact_inboxes.source_id` rows for the same contact, and allows BSUID-only inbound messages to create contacts, conversations, and messages without requiring a phone number. Related: https://github.com/chatwoot/chatwoot/issues/13837 **What changed** - Extended WhatsApp source ID validation to accept regular BSUID and parent BSUID formats. - For Meta Cloud API, stores phone, `user_id`, and `parent_user_id` identifiers as contact inbox source IDs when they are present. - For Twilio WhatsApp, stores phone, `ExternalUserId`, and `ParentExternalUserId` identifiers as contact inbox source IDs while preserving the existing `whatsapp:` Twilio source ID shape. - Supports BSUID-only inbound messages by creating a contact, contact inbox, conversation, and message even when the phone number is missing. - Links phone-first and later BSUID-only messages to the same contact when the first payload contains both phone and BSUID. - Stores WhatsApp usernames in contact `additional_attributes`, matching existing social channel patterns. - Keeps existing phone-based outbound and new-conversation behavior unchanged for this milestone. **How to test** 1. Send a Meta Cloud webhook payload with both `wa_id` and `user_id`. 2. Verify Chatwoot creates or finds the phone `contact_inbox` and also creates a BSUID `contact_inbox` for the same contact. 3. Send a later Meta Cloud payload for the same user with only `user_id` / `from_user_id`. 4. Verify Chatwoot finds the BSUID `contact_inbox` and creates the inbound message without requiring a phone number. 5. Send a Twilio WhatsApp webhook with `From: whatsapp:+E164`, `ExternalUserId`, and optionally `ParentExternalUserId`. 6. Verify Chatwoot stores the Twilio phone and BSUID identifiers as `whatsapp:`-prefixed source IDs for the same contact. 7. Send a Twilio WhatsApp webhook where `From` is `whatsapp:<BSUID>` and there is no phone number. 8. Verify Chatwoot creates the contact, contact inbox, conversation, and message without a phone number. --------- Co-authored-by: Muhsin <12408980+muhsin-k@users.noreply.github.com> |
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3fae800936 |
feat: base layer for unread counts (store, counter and builder) (1/3)[CW-6851] (#14368)
## Description This is the first PR in a series of PRs for Introducing unread counts in the sidebar for inboxes and labels. In this PR: * Added the unread store, counter and builder modules * Added redis keys for unread count management * Added specs for all 3 modules, some specs are for testing enterprise only feature like specific roles and permissions which are added in the respective enterprise folder itself. **Note** None of this changes affect anything else and nothing is wired to existing modules. Issue: https://linear.app/chatwoot/issue/CW-6851/support-unread-conversation-counts ## Type of change Please delete options that are not relevant. - [ ] Bug fix (non-breaking change which fixes an issue) - [x] New feature (non-breaking change which adds functionality) - [ ] Breaking change (fix or feature that would cause existing functionality not to work as expected) - [ ] This change requires a documentation update ## How Has This Been Tested? Please describe the tests that you ran to verify your changes. Provide instructions so we can reproduce. Please also list any relevant details for your test configuration. ## Checklist: - [x] My code follows the style guidelines of this project - [x] I have performed a self-review of my code - [ ] I have commented on my code, particularly in hard-to-understand areas - [ ] I have made corresponding changes to the documentation - [x] My changes generate no new warnings - [x] I have added tests that prove my fix is effective or that my feature works - [x] New and existing unit tests pass locally with my changes - [ ] Any dependent changes have been merged and published in downstream modules --------- Co-authored-by: Sojan Jose <sojan@pepalo.com> |
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bca95efb82 | feat: add image resize support in articles (#14293) | ||
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3253e863ed |
fix: validate OpenAI hook credentials (#14068)
# Pull Request Template ## Description - Validates openai key while configuring hooks - added backfill logic Fixes # (issue) ## 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 <img width="1710" height="1234" alt="CleanShot 2026-04-15 at 16 15 02@2x" src="https://github.com/user-attachments/assets/3d319fe0-19f9-4fd0-9308-74987daac2e1" /> <img width="2884" height="1136" alt="CleanShot 2026-05-11 at 19 22 53@2x" src="https://github.com/user-attachments/assets/5eae8650-985b-4c4a-af42-35f7175ff52d" /> ## 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: Vishnu Narayanan <iamwishnu@gmail.com> |
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71cc5168be |
feat(linear): Auto link Linear issues from private notes (#14405)
When an agent pastes a Linear issue URL into a private note on a
conversation, Chatwoot now links the issue to the conversation
automatically — no need to click "Link to Linear issue" first. The
standard activity message ("X linked Linear issue ABC-123") is posted
just like a manual link.
Fixes
[CW-7032](https://linear.app/chatwoot/issue/CW-7032/if-someone-post-a-linear-url-in-the-private-notes-automatically-link)
---------
Co-authored-by: Muhsin <12408980+muhsin-k@users.noreply.github.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
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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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cc612e755b |
fix: SafeFetch dependency loading (#14408)
The SafeFetch spec suite was failing in CI with `NameError: uninitialized constant SafeFetch::Fetcher` across every example that exercised `SafeFetch.fetch`. From a product perspective, this made the external-file fetch path look unreliable even though the failure happened before any network validation, SSRF protection, content-type checks, or tempfile handling could run. The symptom pointed to a load-order issue rather than an actual fetch behavior regression. `SafeFetch.fetch` referenced `Fetcher` from the top-level module, but that nested class was not guaranteed to be loaded in every test execution path before the method was invoked. This change keeps the existing SafeFetch split between the public API and the implementation classes, but makes the public entry point responsible for loading the implementation it needs before use. That is intentionally smaller than folding all of the fetcher logic into `lib/safe_fetch.rb`; the separate files still keep the request option parsing and streaming implementation readable, while the public API no longer depends on Rails or the test runner having loaded nested constants in a particular order. The file also now uses a single `SafeFetch` module declaration. That removes the awkward reopen pattern and makes the dependency boundary easier to see: constants and errors are defined first, then the public `fetch` method loads and delegates to the implementation classes. |
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2192af80f4 |
fix: html-escape captured values in helpcenter article markdown embeds (#14140)
Embed templates interpolate regex captures from user-authored article URLs into HTML attribute values. CommonMark's angle-bracket link destination syntax allows characters that the capture regexes don't filter, so the unescaped substitution could produce malformed attribute output. Escaping at substitution time keeps the render deterministic regardless of the URL. ### How was this tested? Added specs. Fixes [CW-6934](https://linear.app/chatwoot/issue/CW-6934/) Co-authored-by: Sony Mathew <sony@chatwoot.com> Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com> |
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353089473e |
feat(voice): Assignment aware visibility and join conflict for inbound calls (#14333)
### Description Inbound voice calls now route ownership cleanly: the call widget is hidden from agents who aren't the conversation assignee, the first agent to pick up becomes the assignee, and any later join attempt by another agent is rejected with a clear "<agent> is already handling the call." alert. Closes https://linear.app/chatwoot/issue/PLA-98/inbound-voice-calls-assignment-aware-visibility-auto-assignment-on ### How to test 1. As Agent A and Agent B, open the dashboard for the same voice inbox in two browsers. 2. Place an inbound call to the inbox with the conversation **unassigned** — both agents should see the call widget. 3. Have Agent A click **Join**. Agent A's widget transitions to the active call; Agent B's widget disappears (conversation is now assigned to Agent A). 4. While the call is in progress, attempt to join from a third agent (e.g., via the bubble in the conversation timeline) — the join is rejected with the toast `Agent A is already handling the call.` 5. Resolve the conversation, then place a second call to a conversation that is already manually assigned to Agent A — only Agent A sees the widget; nobody else does. 6. Race test: trigger two near-simultaneous join attempts (two agents click Join within a few hundred ms of each other) — exactly one wins; the other gets the conflict alert. --------- Co-authored-by: Muhsin <12408980+muhsin-k@users.noreply.github.com> |
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80fccbc526 |
fix: render slack emoji shortcodes as unicode characters (#12928)
This PR fixes an issue where Slack emojis are rendered as text shortcodes (e.g. 🚀) instead of the actual emoji characters in Chatwoot messages. It introduces a new EmojiFormatter class that uses the emoji-data mapping to convert shortcodes to unicode characters. --------- Co-authored-by: Sony Mathew <sony@chatwoot.com> Co-authored-by: Sony Mathew <2040199+sony-mathew@users.noreply.github.com> |
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735bc73c96 |
fix: Preserve single newlines in outgoing email messages (#14138)
# Pull Request Template ## Description This PR fixes an issue where outgoing Email messages (via API) do not preserve single line breaks in rendered HTML. #### Cause Messages are stored with `\n`, but rendering differs: * **Other channel** (`markdown-it`, `breaks: true`) → `\n` → `<br>` * **Email** (CommonMark) without `HARDBREAKS` → `\n` collapsed into spaces Result: multi-line messages appear as a single paragraph in Email. #### Solution * Added `hardbreaks:` option to `render_message` (default: false) * Enabled `hardbreaks: true` in `EmailHelper#render_email_html` This ensures `\n` renders as `<br />` in Email, matching web widget behavior. Fixes https://linear.app/chatwoot/issue/CW-6941/outgoing-email-messages-strip-single-newlines-from-plain-text-content ## Type of change - [x] Bug fix (non-breaking change which fixes an issue) ## How Has This Been Tested? #### Screenshots **Before** <img width="604" height="104" alt="image" src="https://github.com/user-attachments/assets/f9086ffb-a5c7-4688-99aa-97ea5edcccde" /> **After** <img width="604" height="210" alt="image" src="https://github.com/user-attachments/assets/a8f21c76-bcb8-4058-937a-dd185fb6745c" /> ## Checklist: - [x] My code follows the style guidelines of this project - [x] I have performed a self-review of my code - [x] I have commented on my code, particularly in hard-to-understand areas - [ ] I have made corresponding changes to the documentation - [x] My changes generate no new warnings - [x] I have added tests that prove my fix is effective or that my feature works - [x] New and existing unit tests pass locally with my changes - [ ] Any dependent changes have been merged and published in downstream modules Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com> |
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05dd31389e |
fix(whatsapp): Prevent duplicate conversations from concurrent uploads (#14060)
When a WhatsApp contact starts a new conversation by sending multiple images at once (an album), each image arrives as a separate webhook. Because no conversation exists yet, the concurrent workers each pass the "does a conversation exist?" check and each create their own conversation — producing one conversation per image instead of one grouped conversation. This fix serializes webhook processing per `(inbox, contact)` using a Redis lock at the job level, so only one webhook at a time can create the initial conversation for a given contact. Concurrent workers retry with backoff and append to the same conversation once the lock is released. ## Closes - Closes #13261 ## How to test 1. On a WhatsApp inbox, ensure there is no active (open) conversation with a specific test contact — resolve or delete any existing one. 2. From a phone, select 6+ images in the WhatsApp gallery and send them as a single album to the Chatwoot-connected number. 3. Open the Chatwoot dashboard and confirm exactly **one** new conversation is created, with all images grouped under it. 4. Repeat the test with a mix of attachment types (XMLs, PDFs, images) sent in rapid succession — still one conversation. ## What changed - New Redis key `WHATSAPP_MESSAGE_CREATE_LOCK::<inbox_id>::<sender_id>` in `lib/redis/redis_keys.rb`. - `Webhooks::WhatsappEventsJob` now inherits from `MutexApplicationJob` and wraps event processing in `with_lock(key)`, matching the pattern already used by `FacebookEventsJob`, `InstagramEventsJob`, and `TiktokEventsJob`. - Uses `retry_on LockAcquisitionError, wait: 1.second, attempts: 8` so concurrent webhooks retry until the lock is free instead of poll-waiting inside the service. - Sender ID is derived from the webhook payload (contact's `from`, or `to` for SMB echo events); status-only webhooks bypass the lock. - Issue 1 from the report (same `source_id` redelivery) was already handled previously by `Whatsapp::MessageDedupLock` (atomic `SET NX EX`); no changes needed there. --------- Co-authored-by: Muhsin <12408980+muhsin-k@users.noreply.github.com> Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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f7bbd40816 |
fix(slack): Sync bot interactive responses (#14076)
When a customer responds to a bot's interactive prompt (input_select, input_csat, form, input_email) from the widget, the response shows up in the Chatwoot agent UI but is not reflected in the linked Slack channel — Slack only ever shows the original question. This happens because the widget submits the answer as an UPDATE to the original message (writing `content_attributes.submitted_values` or `submitted_email`), but the Slack hook only listened to `message.created`, so updates were ignored. Closes https://linear.app/chatwoot/issue/PLA-147 ### Preview <img width="1290" height="1106" alt="CleanShot 2026-04-21 at 13 19 19@2x" src="https://github.com/user-attachments/assets/cd2a9d3f-89d3-4e81-9230-5b078e1b7b44" /> ### How to test 1. Connect a web widget inbox to a Slack channel. 2. Trigger each bot message type (input_select, form, input_csat, input_email) in a conversation. 3. Submit responses from the widget. 4. Verify each response now appears in the Slack thread, appended to the original bot question. --------- Co-authored-by: Muhsin <12408980+muhsin-k@users.noreply.github.com> Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com> |
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224556fd1b |
feat: onboarding account details with enriched data [UPM-17][UPM-18] (#13979)
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com> |
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c8e551820b |
fix: [CW-6940] Fix SSRF issue for webhook trigger used by macros and automations (#14155)
This routes external downloads used by webhook fetch used by macros and acutomations through SafeFetch. It closes the SSRF exposure from raw Down.download paths, preserves provider-specific auth and header flows, and adds regression coverage for blocked internal URLs plus authenticated downloads. Fixes # (issue): [CW-6940](https://linear.app/chatwoot/issue/CW-6940/ssrf-via-webhooksautomationmacros-non-upload-non-avatar) |
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16b8693e1b |
fix: standardize contact company field on company_name (#14099)
Standardizes the contact company import/filter/automation contract on `company_name`. Closes #14096 Revives #9907 ## Why Contact company is read across the current CRM/contact UI from `additional_attributes['company_name']`, but CSV import and a few backend filter/automation paths still used the older `company` key. That meant imported company values could be saved in a place the dashboard, sorting, filters, and automation conditions did not consistently read from. Based on the production data check, the legacy `company` automation configuration is effectively dead: the affected account did not have contacts populated with `additional_attributes['company']`. So this PR intentionally avoids adding long-term fallback behavior and uses `company_name` as the single key going forward. ## What changed - Contact CSV import now writes only `company_name` into `additional_attributes['company_name']`. - The example contact import CSV now uses the `company_name` header. - Contact company sorting/filter config now uses `company_name`. - Automation condition config now uses `company_name`. - Existing standard automation conditions with `attribute_key: 'company'` are migrated to `company_name`. - Existing saved contact filters with standard `attribute_key: 'company'` are migrated to `company_name`. - Custom attributes named `company` are preserved and are not rewritten by the migration. ## How to test - Import a contact CSV with a `company_name` column and confirm the Contact Company field is populated. - Sort contacts by Company and confirm imported contacts are ordered correctly. - Create/edit an automation with Company as a condition and confirm it saves with `company_name`. - Verify existing saved contact filters and automation rules using the old standard `company` key are migrated to `company_name`. --------- Co-authored-by: Claude <noreply@anthropic.com> Co-authored-by: Sojan Jose <sojan@pepalo.com> |
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06467057be |
fix: oversized email signature images in Letter render (#14144)
# Pull Request Template
## Description
This PR fixes an issue where signature images (with
`?cw_image_height=...`) render at their original large size in the email
bubble.
### Cause
Renderer output:
```html
<img src="..." height="24px" width="auto" />
```
Email UI and clients (Gmail, Outlook) apply CSS like:
`img { max-width: 100%; height: auto; }`
This overrides `height="24px"`.
Other channels work because they use inline styles (`style="height:
24px;"`).
### Solution
Use inline style instead:
```html
<img src="..." style="height: 24px;" />
```
### Why backend fix
* Fixes root cause and aligns Ruby + JS renderers
* Works in both Chatwoot UI and recipient inboxes
* Covers all email-rendered content
* Minimal change
Fixes
https://linear.app/chatwoot/issue/CW-6948/email-signature-image-renders-oversized-in-chatwoot-ui
## Type of change
- [x] Bug fix (non-breaking change which fixes an issue)
## How Has This Been Tested?
#### Screenshots
**Before**
<img width="1637" height="377" alt="image"
src="https://github.com/user-attachments/assets/0477f6fb-3b95-4fc3-9ea8-f59b71e27f47"
/>
**After**
<img width="1637" height="289" alt="image"
src="https://github.com/user-attachments/assets/de5ea4c1-8452-4c5f-aeb1-e1e11e0fe7d5"
/>
## 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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661608c0b1 |
fix: [CW-6931] Harden external downloads against SSRF [avatar from url job] (#14153)
This routes external downloads used by avatar sync through SafeFetch. It closes the SSRF exposure from raw Down.download paths, preserves provider-specific auth and header flows, and adds regression coverage for blocked internal URLs plus authenticated downloads. Fixes # (issue): [CW-6931](https://linear.app/chatwoot/issue/CW-6931/avatarwidget-url-ssrf-downdownload-unprotected-unauth) |