Non-admin agents could delete an account's Linear, Notion, or Shopify
integration through the dedicated integration endpoints, which — unlike
the generic hooks endpoint — never checked the caller's role. This
restores the intended admin-only boundary for removing an integration.
## Closes
- https://linear.app/chatwoot/issue/CW-7383
- https://linear.app/chatwoot/issue/CW-7384
- https://linear.app/chatwoot/issue/CW-7189
## How to reproduce
As a non-admin **agent**, `DELETE
/api/v1/accounts/:id/integrations/{linear,notion,shopify}` returned
`200` and removed the account-wide integration. After this change it
returns `401` and the integration is preserved; administrators can still
remove it.
## What changed
- Route integration-hook deletion through `HookPolicy` (admin-only) via
a shared `Integrations::BaseController`, matching the generic hooks
controller.
Co-authored-by: Vishnu Narayanan <iamwishnu@gmail.com>
## Description
Agents can now place a WhatsApp call to a contact straight from the
contacts screen, even if that contact has never messaged in. Previously
the call only worked once a conversation already existed, so a freshly
added contact would fail with "Unable to start the call. Please try
again." — the only workaround was to get the contact to message the
channel first.
## Type of change
- [ ] Bug fix (non-breaking change which fixes an issue)
## How Has This Been Tested?
- Manually via UI
## Checklist:
- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [ ] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
---------
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
WhatsApp contacts using coexistence are identified by more than one
source ID (a phone `wa_id` and a `BR.`/BSUID identity), so a single
contact ends up owning multiple `contact_inbox` records. The "reopen the
same conversation" feature scoped conversation reuse to a single
`contact_inbox`, so messages arriving under a different identity of the
same contact started a brand-new conversation — even with reopen enabled
— producing duplicate conversations.
This scopes reuse to the contact across all of its `contact_inbox`
records in the inbox instead of a single `contact_inbox`.
## Closes
- [CW-7651
](https://linear.app/chatwoot/issue/CW-7651/duplicate-conversations)
## How to reproduce
1. On a WhatsApp Cloud inbox with "reopen the same conversation" (lock
to single conversation) enabled.
2. Have a coexistence contact whose webhooks alternate between carrying
the phone `wa_id` and only the BSUID identity.
3. Before: each identity opens its own conversation → duplicates. After:
incoming messages reopen the contact's existing conversation regardless
of which identity the webhook carried.
## What changed
- `Whatsapp::IncomingMessageBaseService#set_conversation` now looks up
reusable conversations via `@contact.conversations.where(inbox_id:
@inbox.id)` instead of `@contact_inbox.conversations`.
- Updated existing specs to wire the conversation's `contact` to the
contact_inbox's contact, mirroring production data.
## Linear Ticket
-
https://linear.app/chatwoot/issue/CW-7276/bsuid-support-to-whatsapp-voice-calling
## Description
Keeps WhatsApp voice calls in the same thread as the chat when a caller
has adopted a **WhatsApp username** and hidden their phone number.
This makes the inbound-call path BSUID-aware, reusing the same
identifier the messaging pipeline keys on so calls land on the existing
`ContactInbox`/conversation.
## Type of change
- [ ] New feature (non-breaking change which adds functionality)
## How Has This Been Tested?
- Locally via UI
## Checklist:
- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [ ] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
---------
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Deleting a manually-configured WhatsApp Cloud inbox left its
phone-number-level webhook override still pointing at Chatwoot on Meta's
side. The number kept routing inbound events to us after the inbox was
gone, which blocked the customer's own app — subscribed separately on
the same WABA — from receiving messages, since the phone-level override
takes priority over the app-level subscription. Deleting the inbox now
releases the override, as it already did for embedded-signup inboxes.
## What changed
The setup and teardown paths gated on opposite halves of the same
condition. `Channel::Whatsapp#should_auto_setup_webhooks?` sets the
override for `whatsapp_cloud` inboxes where `source !=
'embedded_signup'` (i.e. manual ones), while
`Whatsapp::WebhookTeardownService#should_teardown_webhook?` only cleared
it when `source == 'embedded_signup'`. The two sets are disjoint, so
manual inboxes were exactly the ones that set an override on create and
never cleared it on destroy. Embedded-signup inboxes were unaffected
because `EmbeddedSignupService` calls `setup_webhooks` explicitly.
Dropping the `source` check from the teardown guard is the whole fix.
Manual `whatsapp_cloud` channels can't persist without `api_key`,
`phone_number_id` and `business_account_id` (`validate_provider_config`
verifies all three against Meta), so the remaining presence guards and
both API calls have everything they need. The WABA-level `DELETE
/subscribed_apps` now also fires for manual inboxes when the last one on
a WABA is removed, which is symmetric with manual setup subscribing the
app in the first place; the token only unsubscribes the app it belongs
to, so a customer's separate app subscription is untouched.
This fixes the leak going forward. Numbers already stranded still need
the override cleared with the customer's own token, since we no longer
hold their `api_key` once the inbox is deleted.
## How to reproduce
1. Create a WhatsApp Cloud inbox using manual API keys (not embedded
signup).
2. Confirm the override is set: `GET
/v22.0/{phone_number_id}?fields=webhook_configuration` shows
`phone_number` pointing at your Chatwoot install.
3. Delete the inbox.
4. Before this change, the override still points at Chatwoot. After it,
`webhook_configuration` no longer carries the phone-level override and
events fall back to the WABA/app-level subscription.
---------
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
## Description
Auto-assignment was skipping the 7-day staleness check entirely for
inboxes that don't have an assignment policy attached. Those inboxes
would pull unassigned conversations of any age off the backlog and hand
them to agents — including conversations untouched for months — while
the activity log still credited "Default Policy" for the assignment.
This makes the default behaviour match what that label implies: with no
policy configured, conversations with no activity in the last 7 days are
now excluded, the same window a freshly created policy uses.
## Type of change
- [ ] Bug fix (non-breaking change which fixes an issue)
## Checklist:
- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [ ] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
Since embedded signup has been disabled on production, WhatsApp inboxes
that were created through it have no way to be managed going forward.
This PR lets admins transfer an embedded signup inbox to a manual Cloud
API setup: the inbox settings Configuration tab now shows the webhook
verification token and a "Switch to Manual Setup" form (pre-populated
with the Phone Number ID, Business Account ID, and API key stored during
the embedded signup journey) instead of the old Reconfigure button.
Saving the form updates the channel's `provider_config` without the
`source: embedded_signup` marker, so the inbox becomes a regular
manually-configured WhatsApp Cloud inbox. The backend re-validates the
submitted credentials against Meta before accepting the change.
## How to test
1. Open the settings page of a WhatsApp inbox created via embedded
signup → Configuration tab.
2. The Reconfigure button is gone; you see the webhook verification
token and a Switch to Manual Setup form pre-filled with the stored
credentials.
3. Configure the webhook in your own Meta app using the verification
token, enter a permanent access token from that app, and click "Switch
to Manual Setup".
4. On success the page switches to the standard manual configuration
view (verify token, API key update), and messaging continues to work
with the new credentials. Invalid credentials are rejected with an
error.
## What changed
- `ConfigurationPage.vue`: replaced the embedded-signup Reconfigure
section (and the hidden reauthorize component) with the manual transfer
form.
- New `WHATSAPP_MANUAL_TRANSFER_*` translation keys.
---------
Co-authored-by: Muhsin <12408980+muhsin-k@users.noreply.github.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Re-enables the "WhatsApp Calls" inbox creation option, which disappeared
when embedded signup was disabled on production. The channel card now
only requires the `channel_voice` account feature, and the creation flow
offers the manual WhatsApp Cloud API setup form. Once the channel is
created with manual credentials, calling is enabled automatically — the
same post-setup step the embedded signup flow used to perform.
When an installation has embedded signup configured, the flow still uses
it; the manual form is the fallback (and the effective path on Chatwoot
Cloud today).
## How to test
1. Enable the `channel_voice` feature on the account.
2. Go to Add Inbox → the "WhatsApp Calls" card is visible again → select
it.
3. Fill in the manual Cloud API credentials (inbox name, phone number,
phone number ID, business account ID, API key) and submit.
4. The inbox is created and calling is enabled:
`provider_config.calling_enabled` is true and the Calls tab toggle is
on. If the number isn't enrolled in the Business Calling API, an alert
explains the enable failure but the messaging inbox is still created.
## What changed
- `ChannelItem.vue`: the `whatsapp_call` card is gated only on
`channel_voice` (previously also required the embedded signup app ID).
- `CloudWhatsapp.vue`: new `enableCallingOnComplete` prop that calls the
enable-calling API after channel creation.
- `WhatsappCall.vue`: renders embedded signup when available, otherwise
the manual setup form — both with calling enabled on completion.
## Description
Adds a backend endpoint that powers an account-wide calls dashboard,
letting users list and filter all calls in the account.
## Linear Ticket
- https://linear.app/chatwoot/issue/UPM-28/voice-call-dashboard-view
## Type of change
- [ ] New feature (non-breaking change which adds functionality)
## Checklist:
- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [ ] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
## Linear ticket
- https://linear.app/chatwoot/issue/CW-7253/billing-brl-pix-new-users
## Description
New accounts that sign up in Brazilian Portuguese are now billed in BRL
instead of USD. Their Stripe customer is created with a Brazil address
and Portuguese locale (so the Stripe portal offers Real prices and PIX),
and the AI credit top-up flow shows packages priced in the account's
billing currency. Currency support is config-driven, so adding another
currency later is a configuration change rather than a code change.
## Type of change
- [ ] New feature (non-breaking change which adds functionality)
## How Has This Been Tested?
- https://www.loom.com/share/c8d3d08c1b844ed6b820438d4209491a
## Screenshot
<img width="904" height="440" alt="image"
src="https://github.com/user-attachments/assets/6f19fad8-e6af-46ea-b99f-b0265bb9eeec"
/>
## Checklist:
- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [ ] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
## 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
## Description
Move WhatsApp webhook callback override from WABA level to phone number
level, allowing multiple phone numbers on the same WABA to have
independent callback URLs.
## Type of change
- [x] Bug fix (non-breaking change which fixes an issue)
## How Has This Been Tested?
- Connect a WhatsApp Cloud inbox via embedded signup
- Verify webhook setup succeeds and messages are received
- Connect a second phone number on the same WABA — both should receive
messages independently
- Delete an inbox and verify only that phone number's override is
cleared
## 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] My changes generate no new warnings
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
---------
Co-authored-by: tds-1 <tds-1@users.noreply.github.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
## Linear ticket
-
https://linear.app/chatwoot/issue/CW-7137/assignment-v2-backlog-flush-overloads-agents
## Description
Assignment policies now skip stale unassigned conversations
automatically. Each policy carries an age threshold (defaults to 7
days), so auto-assignment only picks up recent backlog instead of
draining very old, forgotten conversations. The threshold is
configurable per policy and can be cleared to assign conversations
regardless of age. Previously this control existed only on Enterprise
capacity policies (`exclude_older_than_hours`); it now lives on the
assignment policy itself, so every V2 inbox benefits without needing a
capacity policy.
## Type of change
- [ ] New feature (non-breaking change which adds functionality)
## How Has This Been Tested?
- Local UI flows
## Screenshots?
<img width="645" height="822" alt="image"
src="https://github.com/user-attachments/assets/ec58db86-c1fa-4f9e-be87-2e24ff02e077"
/>
## Checklist:
- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [ ] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
---------
Co-authored-by: Sony Mathew <sony@chatwoot.com>
## Linear ticket
-
https://linear.app/chatwoot/issue/CW-7374/agent-declined-voice-calls-miscounted-as-failed
## Description
Agent rejections were stored with status: failed, so call reports lumped
deliberate declines together with real technical failure.
Fix: give declines their own terminal rejected status (Twilio + WhatsApp
paths), keeping end_reason: agent_rejected. Genuine provider/network
failures stay failed. Frontend renders declines exactly as before;
existing rows backfilled via migration.
## Type of change
- [ ] Bug fix (non-breaking change which fixes an issue)
## How Has This Been Tested?
- Tested on UI
## Checklist:
- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [ ] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
---------
Co-authored-by: Sony Mathew <sony@chatwoot.com>
## Description
Solves issue https://github.com/chatwoot/chatwoot/issues/14690
## Type of change
- [ ] Bug fix (non-breaking change which fixes an issue)
## How has this been tested?
- UI flows
## Checklist:
- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [ ] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
---------
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
## Description
Adds a per-inbox "Allow incoming calls" toggle for voice-enabled
WhatsApp and Twilio inboxes. When turned off, the setting is persisted
on the channel; actually rejecting inbound calls is handled in a
follow-up PR.
## Type of change
- [ ] New feature (non-breaking change which adds functionality)
## Screenshot
<img width="804" height="384" alt="Screenshot 2026-06-04 at 11 44 07 AM"
src="https://github.com/user-attachments/assets/df8bb026-0387-4031-bcba-6d9a56872eb7"
/>
## Checklist:
- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [ ] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
## Linear Ticket
- https://linear.app/chatwoot/issue/CW-7249/debug-assignment-log
## Description
When an agent answers an inbound WhatsApp call on an unassigned
conversation, the conversation is claimed for that agent — but no
"assigned" activity message or assignee-changed event was emitted, so
the assignment was invisible in the timeline (and notifications/live
assignee panel didn't update).
The claim ran before `update_conversation_call_status`, so that later
`update!` on the same conversation clobbered
`saved_change_to_assignee_id?` before `after_commit` fired. Moving the
claim to be the conversation's final write in the transaction restores
the activity message, the `ASSIGNEE_CHANGED` event, and the live
assignee update.
## Type of change
- [ ] Bug fix (non-breaking change which fixes an issue)
## How Has This Been Tested?
1. Open an unassigned WhatsApp-call conversation.
2. As an agent, answer an inbound call.
3. Before: the conversation is assigned to you, but no "self-assigned"
activity message appears. After: the activity message is created and the
assignee updates live.
## Checklist:
- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [ ] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
## Description
Fixes WhatsApp embedded signup failing with "No WABA scope found in
token." Meta recently changed which scopes embedded-signup tokens carry
(whatsapp_business_manage_events instead of
whatsapp_business_management), which tripped a brittle scope-string
check. That check was redundant anyway — PhoneInfoService already
verifies the token's access to the specific WABA by calling its
/phone_numbers endpoint right before it. This removes the obsolete
TokenValidationService and relies on the functional check.
## Type of change
- [ ] Bug fix (non-breaking change which fixes an issue)
## Checklist:
- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [ ] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
## Linear Ticket
https://linear.app/chatwoot/issue/CW-7250/add-voice-calls-to-self-hosted-super-admin-feature-list
## Description
Adds a **Voice Calls** card to the Super Admin → Settings → Features
showcase so self-hostedadmins can see at a glance whether voice calling
is available on the installation.
## Type of change
- [ ] New feature (non-breaking change which adds functionality)
## Screenshots?
<img width="1512" height="843" alt="Screenshot 2026-06-03 at 3 15 22 PM"
src="https://github.com/user-attachments/assets/988db14b-fef1-4b72-a55e-c7a8884521dd"
/>
## 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
## Linear Ticket
https://linear.app/chatwoot/issue/CW-7260/update-the-voice-call-ringtone
## Description
Updates the incoming voice call ringtone. The dashboard call widget now
plays the new tone while an inbound call is unanswered, replacing the
previous bell sound.
## Type of change
- [x] New feature (non-breaking change which adds functionality)
## 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
## Linear Ticket
https://linear.app/chatwoot/issue/CW-7264/add-mute-button-in-twilio-calls
## Description
Adds mute support for Twilio voice calls. Previously the mute button was
shown only for WhatsApp calls (which toggle the local mic track in the
browser), so Twilio calls had no way to mute. The call widget now routes
mute by provider: WhatsApp continues to toggle the local mic track,
while Twilio uses the Voice SDK connection's native `mute()`. The mute
button is now shown for any active call, and unmute works symmetrically.
## Type of change
- [x] New feature (non-breaking change which adds functionality)
## 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
- [ ] 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
## Linear Ticket
https://linear.app/chatwoot/issue/CW-7261/call-window-theme-alignment
## Description
Updates the call window's reject/end button to use the hang-up handset
icon (the same handset as the accept button, rotated) instead of the
phone-with-X, matching the design.
## Type of change
- [x] New feature (non-breaking change which adds functionality)
## Screenshots
<img width="346" height="135" alt="Screenshot 2026-06-03 at 3 41 10 PM"
src="https://github.com/user-attachments/assets/4d507141-332e-436a-a6ec-516964a31013"
/>
## Checklist:
- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] My changes generate no new warnings
## Linear ticket
https://linear.app/chatwoot/issue/CW-7187/voice-calls-followup-tasks
## Description
Improvements to the WhatsApp voice-calling experience plus a cheaper,
more accurate audio-transcription model.
- First-time callers now get a real name. An inbound WhatsApp call
creates the contact from the caller's WhatsApp profile name instead of
the bare phone number.
- Clear, consistent call attribution. Call bubbles show a unified
"Handled by {agent}"
- Cleaner call widget. The dismiss (✕) button is shown only for incoming
calls
- WhatsApp calling for manual inboxes. voice_calling_supported? now
covers any whatsapp_cloud inbox
- Transcription: whisper-1 → gpt-4o-mini-transcribe.
## Type of change
- [ ] New feature (non-breaking change which adds functionality)
## Checklist:
- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [ ] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
## Summary
Frontend for WhatsApp Cloud Calling: header / contact-panel call
buttons, ringing widget, accept/reject/hangup, mute, in-bubble audio
player + transcript, recording-on-hangup upload, mid-call reload
warning. WebRTC is browser-direct to Meta — no media server bridge.
## Closes
- https://linear.app/chatwoot/issue/PLA-150
## How to test
Requires backend support — the controller, services, model changes, and
routes ship in **#14334** (`feature/pla-150`). Merge / deploy that first
(or simultaneously); the FE alone won't function without those
endpoints.
Then on staging, for a WhatsApp Cloud + embedded-signup inbox with the
new \`Configuration → Enable voice calling\` toggle ON and webhook
registered:
1. **Outbound** — open a conversation, click the phone icon in the
conversation header (or contact panel), grant mic, your phone rings,
answer, audio both ways, hang up. Recording + transcript land in the
bubble within ~10s.
2. **Inbound** — call the business number from your phone. The
FloatingCallWidget appears bottom-right with caller name. Click accept,
audio both ways, hang up. Recording + transcript appear.
3. **Mute** — during an active WhatsApp call, click the mic icon next to
hangup. Speech stops reaching Meta until you click again.
4. **Mid-call reload guard** — try `Cmd-R` during an active call;
browser shows a confirm prompt.
---------
Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
## 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
## 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
Adds the server-side flow that turns Meta WhatsApp Cloud Calling
webhooks into Chatwoot Calls, conversations, voice_call message bubbles,
and ActionCable broadcasts. Stacked on top of #14312 (PR-2 — provider
methods); intentionally does not include the HTTP controller, routes, or
frontend (those land in PR-4 and PR-9).
## Closes
- Part of the WhatsApp Cloud Calling rollout. Linear: TBD
## What changed
**Webhook routing**
- `app/jobs/webhooks/whatsapp_events_job.rb` — append
`prepend_mod_with('Webhooks::WhatsappEventsJob')` so EE can extend it
without forking.
- `enterprise/app/jobs/enterprise/webhooks/whatsapp_events_job.rb` (new)
— overlay that prepends `handle_message_events` to intercept `field:
'calls'` payloads (route to `Whatsapp::IncomingCallService`) and
`interactive.call_permission_reply` messages (route to
`Whatsapp::CallPermissionReplyService`); falls through with `super` for
regular messages.
**Services**
- `enterprise/app/services/whatsapp/incoming_call_service.rb` (new) —
gated on `provider_config['calling_enabled']`; processes `connect`
(creates inbound call via `Voice::InboundCallBuilder` or transitions an
existing outbound call to `in_progress`) and `terminate` events; updates
conversation `additional_attributes` and broadcasts
`voice_call.incoming`/`voice_call.outbound_connected`/`voice_call.ended`.
- `enterprise/app/services/whatsapp/call_permission_reply_service.rb`
(new) — handles WhatsApp interactive `call_permission_reply` replies;
clears the conversation's `call_permission_requested_at` flag and
broadcasts `voice_call.permission_granted` so the agent UI can re-enable
the call button.
**Builder/model adjustments**
- `enterprise/app/services/voice/inbound_call_builder.rb` —
provider-agnostic; accepts `provider:` and `extra_meta:` kwargs, drops
`account:` (now derived from `inbox.account` to keep the param count
under rubocop's ceiling without disabling cops), uses digits-only
`source_id` for WhatsApp ContactInbox (validation requires
`^\d{1,15}\z`), skips Twilio-only `conference_sid` for non-Twilio
providers.
- `enterprise/app/services/voice/call_message_builder.rb` — adds
`create!`/`update_status!` API and `CALL_TO_VOICE_STATUS` map; uses
direct `Message.create!` (bypasses `Messages::MessageBuilder`'s
incoming-on-non-Api-inbox guard, which would otherwise reject the system
bubble); content is `'WhatsApp Call'` for WhatsApp and `'Voice Call'`
for Twilio. Backwards-compatible `perform!` retained for the existing
Twilio call sites.
- `enterprise/app/models/call.rb` — adds `default_ice_servers` (driven
by `VOICE_CALL_STUN_URLS` env), `direction_label` alias for the
`inbound`/`outbound` strings the FE expects, and
`ringing?`/`in_progress?`/`terminal?` predicates used throughout the
pipeline.
**Outgoing-channel guard**
- `app/services/base/send_on_channel_service.rb` — extends
`invalid_message?` to skip messages with `content_type == 'voice_call'`.
Without this, agent-initiated outbound calls (PR-4) would deliver
\"WhatsApp Call\" as a text message to the contact every time.
**Twilio call-site update**
- `enterprise/app/controllers/twilio/voice_controller.rb` — drops the
now-redundant `account: current_account` kwarg from the
`Voice::InboundCallBuilder.perform!` call.
**Tests**
- New: `spec/enterprise/services/whatsapp/incoming_call_service_spec.rb`
(5 examples — calling-disabled, inbound connect, outbound connect,
terminate completed, terminate no-answer, unknown event).
- New:
`spec/enterprise/services/whatsapp/call_permission_reply_service_spec.rb`
(3 examples — accept, reject, calling-disabled).
- Updated: `spec/enterprise/services/voice/inbound_call_builder_spec.rb`
and `spec/enterprise/controllers/twilio/voice_controller_spec.rb` to
drop the `account:` kwarg from call expectations.
## How to test
In `rails console` against an account with a WhatsApp inbox where
`provider_config['calling_enabled']` is true:
```ruby
inbox = Inbox.find(<id>)
params = { calls: [{ id: 'wacid_test', from: '15550001111', event: 'connect',
session: { sdp: 'v=0...', sdp_type: 'offer' } }] }
Whatsapp::IncomingCallService.new(inbox: inbox, params: params).perform
# => Conversation + Call (status: 'ringing', provider: 'whatsapp') + voice_call message bubble
# => ActionCable broadcasts `voice_call.incoming` to the assignee or account-wide
# Then terminate it:
Whatsapp::IncomingCallService.new(inbox: inbox,
params: { calls: [{ id: 'wacid_test', event: 'terminate', duration: 0, terminate_reason: 'no_answer' }] }
).perform
# => Call status flips to 'no_answer', message bubble updates, `voice_call.ended` broadcast fires
```
End-to-end browser flow (Meta → cable → UI) requires the controller from
PR-4 and the frontend from PR-9.
---------
Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
## Linear Ticket
-
https://linear.app/chatwoot/issue/CW-6875/captain-credits-3-bugs-in-stripe-subscription-lifecycle-cancel-ratchet
## Description
Fixes Captain credit settlement on subscription cancellation. Previously
`limits['captain_responses']` and `captain_responses_usage` were left in
their pre-cancellation state, which caused incorrect credit totals when
a customer re-subscribed. Cancellation now settles the monthly allotment
(preserving any remaining topup) and resets the usage counter.
## Type of change
- [ ] Bug fix (non-breaking change which fixes an issue)
## How Has This Been Tested?
1. Set up an account subscribed to a paid plan (e.g. Startups) so
`limits['captain_responses']` reflects the plan allotment.
2. Fire `customer.subscription.deleted` for that account's Stripe
customer. Confirm the limits.
3. Fire `customer.subscription.updated` re-subscribing to the paid plan.
Confirm the limits.
4. Repeat cancel → re-subscribe several times;
## 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
Two production-grade fixes to the existing audio transcription service.
**Independent of the WhatsApp Calling work** — these affect every audio
attachment that goes through Whisper (voice notes, call recordings,
voicemails, etc.).
## Closes
- [PLA-151 — PR-5: Recording Upload + Transcription
Pipeline](https://linear.app/chatwoot/issue/PLA-151/pr-5-recording-upload-transcription-pipeline)
## Why this is needed
### 1. Whisper rejects payloads larger than 25 MB
OpenAI's [Whisper
API](https://platform.openai.com/docs/guides/speech-to-text) hard-caps
file uploads at 25 MB. Long audio recordings — voice notes from chatty
contacts, ~70+ min Opus call recordings — currently hit OpenAI with the
full payload and 413 (\`Payload Too Large\`). The job retries via the
existing \`Faraday::BadRequestError\` discard path, but the agent still
sees a transcription failure for an attachment we knew was too big up
front.
This PR adds a pre-flight \`audio_too_large?\` check via the blob's
\`byte_size\` and returns a controlled error without hitting OpenAI. The
audio attachment is preserved (agents can still listen), only the
transcription is skipped.
### 2. Whisper hallucinates on silence at non-zero temperature
At \`temperature: 0.4\` (the previous value), Whisper produces
well-documented hallucinated repeats on silence and near-silent segments
— e.g. \`Oh, dear. Oh, dear. Oh, dear.\` filling the transcript. This
shows up in real recordings whenever there's a hold or quiet moment.
\`temperature: 0.0\` matches OpenAI's recommended default for
transcription and eliminates the spirals.
Reference:
[openai/whisper#928](https://github.com/openai/whisper/discussions/928),
[openai-python#1010](https://github.com/openai/openai-python/issues/1010).
## Are WhatsApp call recordings already handled?
Yes — by the existing pipeline, **before this PR**:
\`\`\`
Browser MediaRecorder → upload_recording (PR-4)
→ @call.message.attachments.create!(file_type: :audio, ...)
→ Enterprise::Concerns::Attachment#enqueue_audio_transcription
(after_create_commit hook)
→ Messages::AudioTranscriptionJob.perform_later(attachment.id)
→ Messages::AudioTranscriptionService → Whisper
\`\`\`
The \`after_create_commit\` hook already fires for every audio
attachment regardless of source. PR-4's \`upload_recording\` endpoint
creates the attachment; the existing job/service take it from there. No
new wiring needed.
This PR just makes the existing service more robust:
- Calls longer than ~70 min (Opus 48 kbps) no longer 413 against OpenAI
- Quiet recordings no longer produce hallucinated transcripts
## How to test
\`\`\`ruby
# In rails console with a real audio attachment:
service = Messages::AudioTranscriptionService.new(Attachment.audio.last)
# Normal-sized audio: unchanged behaviour
service.perform # => { success: true, transcriptions: ... }
# Large audio: new guard returns error instead of 413-ing OpenAI
allow(attachment.file.blob).to
receive(:byte_size).and_return(30.megabytes)
service.perform # => { error: 'Audio too large for Whisper' }
\`\`\`
Existing transcription specs cover the happy path; one new spec
exercises the byte-limit guard.
## Risk
Low. Both changes are pre-flight guards or parameter values — they
reduce the surface of OpenAI calls that can fail. Failure to transcribe
is already non-fatal (the audio attachment is preserved either way).
Adds the Meta WhatsApp Cloud API surface needed for browser-based
calling. This is the second slice of the WhatsApp calling feature,
sitting on top of `feat/voice-call-model-wiring` and consumed by later
PRs (incoming-webhook pipeline, call service, frontend).
This PR ships only the provider-level HTTP wrapper and one error class.
It is feature-flag-free and does not change any user-visible behaviour
on its own — without later PRs, no caller invokes these methods.
## Linear
-
https://linear.app/chatwoot/issue/PLA-148/pr-2-meta-cloud-api-provider-methods
## What changed
- Add `Whatsapp::Providers::WhatsappCloudCallMethods`
(`enterprise/app/services/whatsapp/providers/whatsapp_cloud_call_methods.rb`)
wrapping six Meta endpoints:
- `pre_accept_call`, `accept_call`, `reject_call`, `terminate_call` —
`POST /{phone_id}/calls` with the relevant action payload.
- `send_call_permission_request` — `POST /{phone_id}/messages`
interactive `call_permission_request`.
- `initiate_call` — `POST /{phone_id}/calls` with `audio`/`offer`
session.
- Prepend the module into `Whatsapp::Providers::WhatsappCloudService`
only if defined, so OSS continues to work without the enterprise
overlay.
- Add `Voice::CallErrors::NoCallPermission`
(`enterprise/lib/voice/call_errors.rb`) — raised when Meta returns error
code `138006` from `initiate_call`. The remaining call-service errors
(`NotRinging`, `AlreadyAccepted`, `CallFailed`) will land with PR-4.
## How to test
There is no UI in this PR. Smoke-test from a Rails console with a
WhatsApp inbox configured for calling:
```ruby
inbox = Inbox.find(<id>)
svc = inbox.channel.provider_service
svc.respond_to?(:initiate_call) # => true
svc.respond_to?(:send_call_permission_request) # => true
# Optional live calls (require a real phone + Meta call-permission opt-in):
svc.send_call_permission_request('15551234567')
svc.initiate_call('15551234567', '<sdp_offer>')
```
Failure path: `initiate_call` against a contact who has not granted call
permission should raise `Voice::CallErrors::NoCallPermission` with
Meta's user-facing message.
## Linear Ticket
-
https://linear.app/chatwoot/issue/CW-6883/allow-disabling-2fa-using-a-backup-code
## Description
When a user loses access to their authenticator app, they can now
disable 2FA using one of their saved backup codes (in addition to their
password), so they can re-enroll a new authenticator. The disable dialog
includes a toggle to switch between entering a verification code and a
backup code.
## Type of change
- [x] Bug fix (non-breaking change which fixes an issue)
## How Has This Been Tested?
- Via UI flows
<img width="495" height="423" alt="Screenshot 2026-04-20 at 2 17 21 PM"
src="https://github.com/user-attachments/assets/cc6b3dc5-39e6-4104-b5b9-cdabdc46947e"
/>
<img width="475" height="409" alt="Screenshot 2026-04-20 at 2 17 36 PM"
src="https://github.com/user-attachments/assets/97c7304d-4adb-42ed-b7b4-50f5b38585a3"
/>
## 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
When a credit top-up's card charge fails, the finalized invoice was left
in an open state with no hook back into our fulfillment service. If that
invoice was later paid (manually via the hosted invoice page, or by a
future dunning flow), the account would never receive its credits —
silent revenue loss.
This change voids the invoice the moment the charge fails, so a failed
top-up cannot turn into a paid-but-unfulfilled invoice.
## Closes
<!-- add the relevant issue / Linear link -->
## How to test
1. On a Business-plan account with a Stripe customer, attach a test card
that will decline on charge (e.g. `4000 0000 0000 0002`).
2. From the dashboard, open the credit top-up flow and purchase a credit
pack.
3. Observe the API returns an error and the account's captain credits
are unchanged.
4. In the Stripe dashboard, confirm the corresponding invoice is in
`void` status (not `open`).
5. Repeat with a good card (`4242 4242 4242 4242`) and confirm the happy
path still fulfills credits.
## What changed
- `finalize_and_pay` in `Enterprise::Billing::TopupCheckoutService` now
rescues `Stripe::CardError`, voids the open invoice via
`Stripe::Invoice.void_invoice`, and re-raises so the controller surfaces
the original decline error to the client.
- Rescue is intentionally narrow to `Stripe::CardError` (declines,
insufficient funds, SCA `authentication_required`). Transient errors
like `APIConnectionError` / `RateLimitError` are left to propagate — the
charge may have actually succeeded and voiding could be wrong.
- Invoices are created with `auto_advance: false`, so Stripe's Smart
Retries won't collect on an open invoice; voiding is the correct
terminal state.
Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
## Description
When an inbox name or business name contains parentheses — e.g. `Giro
Crédito - Soporte (Email` — the resulting From header becomes
unparseable by SMTP servers. The `(` is interpreted as an RFC 5322
comment start, swallowing the actual email address and causing a `553
Invalid email address` rejection.
Closes [CW-6323](https://linear.app/chatwoot/issue/CW-6323)
## Type of change
- [ ] Bug fix (non-breaking change which fixes an issue)
## How to reproduce?
1. Set an inbox's name or business name to include a parenthesis, e.g.
`Support (Email`
2. Send an outgoing email reply from that inbox
3. Observe `Net::SMTPFatalError: 553 ... Invalid email address`
## Checklist:
- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [ ] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
## Linear ticket
https://linear.app/chatwoot/issue/CW-6839/blocked-contact-can-still-send-messages-to-whatsapp-inbox
## Description
Drop WhatsApp incoming messages from blocked contacts
## Type of change
- [ ] Bug fix (non-breaking change which fixes an issue)
## How Has This Been Tested?
- Incoming messages for blocked contacts
## Checklist:
- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [ ] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
---------
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
## Description
ConversationReplyMailer#parse_email calls
Mail::Address.new(email_string).address without error handling. When an
account's support_email contains a non-email string (e.g., "Smith
Smith"), the mail gem raises Mail::Field::IncompleteParseError, crashing
conversation transcript emails.
This has caused 1,056 errors on Sentry (EXTERNAL-CHATINC-JX) since Feb
25, all from a single account that has a name stored in the
support_email field instead of a valid email address.
Closes
https://linear.app/chatwoot/issue/CW-6687/mailfieldincompleteparseerror-mailaddresslist-can-not-parse-orsmith
## Type of change
Please delete options that are not relevant.
- [ ] 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
---------
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Co-authored-by: Vishnu Narayanan <iamwishnu@gmail.com>
## Linear ticket
https://linear.app/chatwoot/issue/CW-6834/billing-upgrade-didnt-work
## Description
A `customer.subscription.updated` Stripe webhook for account 76162
returned 200 OK but did not persist the new `subscribed_quantity`. Root
cause: a race condition between the webhook handler and
`increment_response_usage` (Captain usage counter), both doing
read-modify-write on the `custom_attributes` JSONB column. The webhook
wrote `quantity: 6`, then a concurrent `save` from
`increment_response_usage` overwrote the entire hash with stale data —
restoring `quantity: 5`.
Fix: use atomic `jsonb_set` so usage counter updates only touch the
single key they care about, instead of rewriting the whole
`custom_attributes` hash. `increment_custom_attribute` also performs the
increment in SQL, making concurrent increments correct as well.
## Type of change
- [x] Bug fix (non-breaking change which fixes an issue)
## How Has This Been Tested?
- New regression spec in `handle_stripe_event_service_spec.rb` that
simulates concurrent webhook + `increment_response_usage` and asserts
both `subscribed_quantity` and `captain_responses_usage` survive
- Existing account, billing, captain, and topup specs all pass locally
## Checklist:
- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
## Description
The IMAP email fetch job (Inboxes::FetchImapEmailsJob) crashes with an
unhandled IOError: closed stream when the mail server's SSL socket is
closed mid-write during Net::IMAP#fetch. This error was being reported
to Sentry because the rescue clause only caught EOFError, not its parent
class IOError.
Fixes
[CW-6689](https://linear.app/chatwoot/issue/CW-6689/ioerror-closed-stream-ioerror)
Widened the rescue in fetch_imap_emails_job.rb from EOFError to IOError.
In Ruby's exception hierarchy, EOFError is a subclass of IOError:
```
StandardError
└── IOError
└── EOFError
```
The Sentry stacktrace shows a plain IOError: closed stream raised from
OpenSSL::Buffering#do_write → Net::IMAP#put_string → Net::IMAP#fetch.
Since this is an IOError (not EOFError), it bypassed the existing rescue
and fell through to the StandardError catch-all, which reported it to
Sentry as an unhandled exception.
Rescuing IOError now catches both:
IOError: closed stream — the reported crash (parent class)
EOFError — the previously handled case (still caught as a subclass)
## Type of change
- [ ] Bug fix (non-breaking change which fixes an issue)
## Checklist:
- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [ ] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
---------
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
## Description
Enable assignment v2 by default for new accounts
## Type of change
- [ ] New feature (non-breaking change which adds functionality)
## Checklist:
- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [ ] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
## Description
Two improvements to Agent Capacity Policy:
**1. Support exclusion via zero conversation limit**
Allow `conversation_limit` to be `0` on inbox capacity limits. Agents
with a zero limit are excluded from auto-assignment for that inbox while
remaining members for manual assignment.
**2. Fix exclusion rules duration input**
- Default changed from `10` to `null` so time-based exclusion isn't
applied unless explicitly set.
- Minimum lowered from 10 to 1 minute.
- `DurationInput` updated to handle `null` values correctly.
## Type of change
Please delete options that are not relevant.
- [ ] Bug fix (non-breaking change which fixes an issue)
- [ ] New feature (non-breaking change which adds functionality)
## How Has This Been Tested?
- Added model and capacity service specs for zero-limit exclusion
behavior.
- Tested manually via UI flows
## Checklist:
- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [ ] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
---------
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
## Summary
When a Super Admin creates a new account via the Administrate dashboard,
the `manually_managed_features` field (a virtual attribute stored in
`internal_attributes` JSON) is passed to `Account.new(...)`, raising
`ActiveModel::UnknownAttributeError`. The existing `update` action
already strips this param — this fix adds the same handling to `create`.
Closes -> https://linear.app/chatwoot/issue/INF-66
Related Sentry ->
https://chatwoot-p3.sentry.io/issues/7168237533/?project=6382945&referrer=Linear
## Type of change
- [x] Bug fix (non-breaking change which fixes an issue)
## How to reproduce
1. Log in as Super Admin
2. Navigate to Accounts → New
3. Fill in the form (with or without manually managed features selected)
4. Submit → `ActiveModel::UnknownAttributeError: unknown attribute
'manually_managed_features' for Account`
## What changed
- Added a `create` override in
`Enterprise::SuperAdmin::AccountsController` that strips
`manually_managed_features` from params before calling `super`, then
persists them via `InternalAttributesService` after the account is
saved.
## Linear Ticket
https://linear.app/chatwoot/issue/CW-6707/socketresolutionerror-failed-to-open-tcp-connection-to-permanentlyhttps://linear.app/chatwoot/issue/CW-6707/socketresolutionerror-failed-to-open-tcp-connection-to-permanently#comment-14e0f9ff
## Description
Browser push notifications fail with Socket::ResolutionError when the
push subscription endpoint's domain can't be resolved via DNS (e.g.,
defunct push service, transient DNS failure). This error wasn't handled
in handle_browser_push_error, so it fell through to the catch-all else
branch and got reported to Sentry on every notification attempt — 1,637
times in the last 7 days.
The dead subscription was never cleaned up or the error suppressed, so
every subsequent notification for the affected user triggered the same
Sentry alert.
Added Socket::ResolutionError to the existing transient network error
handler alongside Errno::ECONNRESET, Net::OpenTimeout, and
Net::ReadTimeout. The error is logged but not reported to Sentry, and
the subscription is kept intact in case it's a temporary DNS blip.
## Type of change
- [ ] Bug fix (non-breaking change which fixes an issue)
## How Has This Been Tested?
- Verified that Socket::ResolutionError is a subclass of StandardError
and matches the when clause
## Checklist:
- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [ ] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
Co-authored-by: Vishnu Narayanan <iamwishnu@gmail.com>
## Description
When a customer downgrades from Enterprise to Business, they may retain
unused Stripe credit balance. During an AI credits topup,
Stripe::Invoice.finalize_invoice auto-applies that credit balance to the
invoice. If the credit balance fully covers the invoice amount, Stripe
marks it as paid immediately upon finalization. Calling
Stripe::Invoice.pay on an already-paid invoice throws an error, breaking
the topup flow.
This fix retrieves the invoice status after finalization and skips the
pay call if Stripe has already settled it via credits.
## Type of change
Please delete options that are not relevant.
- [ ] Bug fix (non-breaking change which fixes an issue)
## How Has This Been Tested?
Tested against Stripe test mode with the following scenarios:
- Full credit balance payment: Customer has enough Stripe credit balance
to cover the entire invoice. Invoice is marked paid after
finalize_invoice — pay is correctly skipped. Credits are fulfilled
successfully.
- Partial credit balance payment: Customer has some Stripe credit
balance but not enough to cover the full amount. Invoice remains open
after finalization — pay is called and charges the remaining amount to
the default payment method. Credits are fulfilled successfully.
- Zero credit balance (normal payment): Customer has no Stripe credit
balance. Invoice remains open after finalization — pay charges the full
amount. Credits are fulfilled successfully.
## 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
## Description
When Assignment V2 is enabled, the V2 capacity policies
(AgentCapacityPolicy / InboxCapacityLimit) are not respected during
team-based assignment paths. The system falls back to the legacy V1
max_assignment_limit, and since V1 is deprecated and typically
unconfigured in V2 setups, agents receive unlimited assignments
regardless of their V2 capacity.
Root cause: Inbox class directly defined
member_ids_with_assignment_capacity, which shadowed the
Enterprise::InboxAgentAvailability module override in Ruby's method
resolution order (MRO). This made the V2 capacity check unreachable
(dead code) for any code path using member_ids_with_assignment_capacity.
## Type of change
- [ ] Bug fix (non-breaking change which fixes an issue)
## How Has This Been Tested?
⏺ Before the fix
1. Enable assignment_v2 + advanced_assignment on account
2. Create AgentCapacityPolicy with InboxCapacityLimit = 1 for an inbox
3. Assign the policy to an agent (e.g., John)
4. Create 1 open conversation assigned to John (now at capacity)
5. Create a new unassigned conversation in the same inbox
6. Assign a team (containing John) to that conversation
7. Result: John gets assigned despite being at capacity
⏺ After the fix
Same steps 1–6.
7. Result: John is NOT assigned — conversation stays unassigned (no
agents with capacity available)
## 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
After a successful WhatsApp OAuth reauthorization, the health check runs
immediately and finds the phone number in a pending provisioning state
(`platform_type: NOT_APPLICABLE`). This incorrectly triggers
`prompt_reauthorization!`, re-setting the Redis disconnect flag and
sending a disconnect email — even though the reauth just succeeded.
The fix skips the health check during reauthorization flows. It still
runs for new channel creation.
Closes https://github.com/chatwoot/chatwoot/pull/12556
## Type of change
- [x] Bug fix (non-breaking change which fixes an issue)
## How to reproduce
1. Have a WhatsApp channel with a phone number in pending provisioning
state (display name not yet approved by Meta)
2. Complete the OAuth reauthorization flow
3. Observe that the user receives a "success" response but immediately
gets a disconnect email
## What changed
- `Whatsapp::EmbeddedSignupService#perform` now skips
`check_channel_health_and_prompt_reauth` when `inbox_id` is present
(reauthorization flow)
🤖 Generated with [Claude Code](https://claude.com/claude-code)
## Description
The RemoveOrphanConversationsService filters orphan conversations by a
time window before deleting them. Previously it used created_at, which
could miss old conversations that still had recent activity.
Switching to last_activity_at ensures the cleanup window reflects actual
conversation activity rather than creation time.
## Type of change
Please delete options that are not relevant.
- [ ] Bug fix (non-breaking change which fixes an issue)
## How Has This Been Tested?
- By running Rake task
- Run the job from console
## Checklist:
- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [ ] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
https://linear.app/chatwoot/issue/CW-6595/vanta-remediate-high-vulnerabilities-identified-in-packages-are
## Description
- Added "rollup": ">=4.59.0" to pnpm.overrides in package.json
- This bumps rollup from 4.52.5 to 4.59.0 (the transitive dep via vite)
## Type of change
- [ ] Bug fix (non-breaking change which fixes an issue)
## How Has This Been Tested?
- Overall Sanity via UI.
## Checklist:
- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [ ] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
## Description
When an agent resolves or snoozes a conversation, their capacity frees
up — but under Assignment V2, no new conversation was assigned until the
next event triggered the assignment job. This meant agents could sit
idle despite having queued conversations waiting. This change triggers
the AssignmentJob immediately on resolve/snooze so freed capacity is
utilized right away.
## Type of change
- [ ] New feature (non-breaking change which adds functionality)
## How Has This Been Tested?
- Enable auto assignment v2 on an inbox
- Create a conversation (gets auto-assigned to an available agent)
- Resolve the conversation
- Verify that another unassigned conversation in the inbox gets assigned
to the freed-up agent
## Checklist:
- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [ ] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
---------
Co-authored-by: tds-1 <tds-1@users.noreply.github.com>
## Description
Adds webhook configuration management for WhatsApp Cloud API channels,
allowing administrators to check webhook status and register webhooks
directly from Chatwoot without accessing Meta Business Manager.
## Type of change
- [ ] New feature (non-breaking change which adds functionality)
## Screenshots
<img width="1130" height="676" alt="Screenshot 2026-03-05 at 7 04 18 PM"
src="https://github.com/user-attachments/assets/f5dcd9dd-8827-42c5-a52b-1024012703c2"
/>
<img width="1101" height="651" alt="Screenshot 2026-03-05 at 7 04 29 PM"
src="https://github.com/user-attachments/assets/e0bd59f9-2a90-4f24-87c0-b79f21e721ee"
/>
## Checklist:
- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [ ] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
---------
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
## Linear tickets
-
https://linear.app/chatwoot/issue/CW-6607/vanta-remediate-medium-vulnerabilities-identified-in-packages-are
-
https://linear.app/chatwoot/issue/CW-6612/vanta-remediate-medium-vulnerabilities-identified-in-packages-are
## Description
Upgrades markdown-it from 13.0.2 to 14.1.1 to remediate CVE-2026-2327
## Type of change
Please delete options that are not relevant.
- [ ] Bug fix (non-breaking change which fixes an issue)
## How Has This Been Tested?
- Sanity testing of golden flows via UI
## Checklist:
- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [ ] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
## Description
Remediates high severity ReDoS vulnerability in minimatch
(CVE-2026-27903) flagged by Vanta/Dependabot.
minimatch is a transitive dev-only dependency (via eslint and
tailwindcss build tooling) — not shipped to production. Added pnpm
overrides to force patched versions:
- minimatch@<4 → 3.1.5
- minimatch@>=9.0.0 <9.0.7 → 9.0.9
Closes:
https://linear.app/chatwoot/issue/CW-6595/vanta-remediate-high-vulnerabilities-identified-in-packages-are
## Type of change
- [ ] Bug fix (non-breaking change which fixes an issue)
## How Has This Been Tested?
- No production impact — minimatch is only used in dev tooling, not at
runtime
- pnpm install completes successfully
## 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
## Description
Makes the assignment_v2 feature flag available to all installations by
removing the chatwoot_internal restriction. Previously this feature was
hidden from self-hosted installations; this change surfaces it in the
feature flags UI so any Chatwoot instance can enable it.
## Type of change
- [ ] New feature (non-breaking change which adds functionality)
## Checklist:
- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [ ] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
## Description
Reduces the frequency of update_presence WebSocket calls from the live
chat widget and fixes agents appearing offline when the dashboard is in
a background tab.
## Fixes # (issue)
https://github.com/chatwoot/chatwoot/issues/13720
## Type of change
- [ ] Bug fix (non-breaking change which fixes an issue)
## Checklist:
- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [ ] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
## Notion document
https://www.notion.so/chatwoot/Email-IMAP-Issue-30aa5f274c928062aa6bddc2e5877a63?showMoveTo=true&saveParent=true
## Description
PLAIN IMAP channels (non-OAuth) were silently retrying failed
authentication every minute, forever. When credentials are
wrong/expired, Net::IMAP::NoResponseError was caught and logged but
channel.authorization_error! was never called — so the Redis error
counter never incremented, reauthorization_required? was never set, and
admins were never notified. OAuth channels already had this handled
correctly via the Reauthorizable concern.
Additionally, Net::IMAP::ResponseParseError (raised by non-RFC-compliant
IMAP servers) was falling through to the StandardError catch-all,
flooding
Estimated impact before fix: ~70–75 broken IMAP inboxes generating
~700k–750k wasted Sidekiq jobs/week.
## Type of change
- [ ] Bug fix (non-breaking change which fixes an issue)
## Checklist:
- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [ ] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
## Docs
https://www.notion.so/chatwoot/Redeeming-a-depreciated-feature-flag-313a5f274c9280f381cdd811eab42019?source=copy_link
## Description
Marks 8 unused feature flags as deprecated: true in features.yml,
freeing their bit slots for future reuse.
Removes dead code references from JS constants, help URLs, and
enterprise billing config.
## Type of change
- [ ] Bug fix (non-breaking change which fixes an issue)
## How Has This Been Tested?
- Simulated the "claim a slot" workflow
## 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
## Description
AutoAssignment::RateLimiter#within_limit? returned true early for
inboxes without an AssignmentPolicy, bypassing fair distribution
entirely and allowing unlimited conversation assignment.
## Type of change
- [ ] Bug fix (non-breaking change which fixes an issue)
## Script
- Script to enable users with V2 assignment:
https://www.notion.so/chatwoot/Script-to-migrate-account-to-assignment-V2-30ca5f274c9280f5b8ecfd15e28eeb9c?source=copy_link
## Checklist:
- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [ ] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
---------
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
## Description
Handle messages with null content properly in UI and email notifications
## Type of change
- [ ] Bug fix (non-breaking change which fixes an issue)
## Relevant Screenshots:
<img width="688" height="765" alt="Screenshot 2026-01-21 at 4 43 00 PM"
src="https://github.com/user-attachments/assets/6a27c22e-2ae6-4377-a05d-cfa44bf181fe"
/>
## Checklist:
- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [ ] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
<!-- CURSOR_SUMMARY -->
---
> [!NOTE]
> **Medium Risk**
> Touches notification email templates and message rendering conditions;
mistakes could lead to missing content/attachments in emails or
incorrect UI visibility, but changes are localized and non-auth/security
related.
>
> **Overview**
> Agent notification emails for *assigned* and *participating* new
messages now include the actual message details (sender name, rendered
text when present, and attachment links) and gracefully fall back when
content is unavailable.
>
> To support this, the mailer now passes `@message` into Liquid via
`MessageDrop` (adding `attachments` URLs), and the dashboard message UI
now renders failed/external-error messages even when `content` is `null`
while tightening retry eligibility to require content or attachments
(and still within 1 day).
>
> <sup>Written by [Cursor
Bugbot](https://cursor.com/dashboard?tab=bugbot) for commit
475c8cedda54eb5e806990f977faf8098d0b27d8. This will update automatically
on new commits. Configure
[here](https://cursor.com/dashboard?tab=bugbot).</sup>
<!-- /CURSOR_SUMMARY -->
---------
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
## Description
Fixes a critical bug where conversations assigned to a team could be
auto-assigned to agents outside that team when all team members were at
capacity.
## Type of change
- [ ] Bug fix (non-breaking change which fixes an issue)
## Checklist:
- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [ ] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
<!-- CURSOR_SUMMARY -->
---
> [!NOTE]
> **Medium Risk**
> Changes core assignment selection for both legacy and v2 flows;
misconfiguration of `allow_auto_assign` or team membership could cause
conversations to remain unassigned.
>
> **Overview**
> Prevents auto-assignment from crossing team boundaries by filtering
eligible agents to the conversation’s `team` members (and requiring
`team.allow_auto_assign`) in both the legacy `AutoAssignmentHandler`
path and the v2 `AutoAssignment::AssignmentService` (including the
Enterprise override).
>
> Adds test coverage to ensure team-scoped conversations only assign to
team members, and are skipped when team auto-assign is disabled or no
team members are available; also updates the conversations controller
spec setup to include team membership.
>
> <sup>Written by [Cursor
Bugbot](https://cursor.com/dashboard?tab=bugbot) for commit
67ed2bda0cd8ffd56c7e0253b86369dead2e6155. This will update automatically
on new commits. Configure
[here](https://cursor.com/dashboard?tab=bugbot).</sup>
<!-- /CURSOR_SUMMARY -->
## Linear Ticket:
https://linear.app/chatwoot/issue/CW-6081/review-feedback
## Description
Assignment V2 Service Enhancements
- Enable Assignment V2 on plan upgrade
- Fix UI issue with fair distribution policy display
- Add advanced assignment feature flag and enhance Assignment V2
capabilities
## Type of change
- [ ] Bug fix (non-breaking change which fixes an issue)
## How Has This Been Tested?
This has been tested using the UI.
## Checklist:
- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [ ] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
<!-- CURSOR_SUMMARY -->
---
> [!NOTE]
> **Medium Risk**
> Changes auto-assignment execution paths, rate limiting defaults, and
feature-flag gating (including premium plan behavior), which could
affect which conversations get assigned and when. UI rewires inbox
settings and policy flows, so regressions are possible around
navigation/linking and feature visibility.
>
> **Overview**
> **Adds a new premium `advanced_assignment` feature flag** and uses it
to gate capacity/balanced assignment features in the UI (sidebar entry,
settings routes, assignment-policy landing cards) and backend
(Enterprise balanced selector + capacity filtering).
`advanced_assignment` is marked premium, included in Business plan
entitlements, and auto-synced in Enterprise accounts when
`assignment_v2` is toggled.
>
> **Improves Assignment V2 policy UX** by adding an inbox-level
“Conversation Assignment” section (behind `assignment_v2`) that can
link/unlink an assignment policy, navigate to create/edit policy flows
with `inboxId` query context, and show an inbox-link prompt after
creating a policy. The policy form now defaults to enabled, disables the
`balanced` option with a premium badge/message when unavailable, and
inbox lists support click-to-navigate.
>
> **Tightens/adjusts auto-assignment behavior**: bulk assignment now
requires `inbox.enable_auto_assignment?`, conversation ordering uses the
attached `assignment_policy` priority, and rate limiting uses
`assignment_policy` config with an infinite default limit while still
tracking assignments. Tests and i18n strings are updated accordingly.
>
> <sup>Written by [Cursor
Bugbot](https://cursor.com/dashboard?tab=bugbot) for commit
23bc03bf75ee4376071e4d7fc7cd564c601d33d7. This will update automatically
on new commits. Configure
[here](https://cursor.com/dashboard?tab=bugbot).</sup>
<!-- /CURSOR_SUMMARY -->
---------
Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
## Description
Fixes `Avatar::AvatarFromUrlJob` logging 404 errors as ERROR when
avatars don't exist
## Type of change
- [ ] Bug fix (non-breaking change which fixes an issue)
## Checklist:
- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [ ] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
<!-- CURSOR_SUMMARY -->
---
> [!NOTE]
> **Low Risk**
> Small logging-only behavior change that doesn’t affect attachment flow
or persisted data beyond existing sync-attribute updates.
>
> **Overview**
> Updates `Avatar::AvatarFromUrlJob` error handling to treat
`Down::NotFound` (404/missing avatar URL) as a non-error: it now logs an
INFO message instead of logging as ERROR.
>
> Other `Down::Error` failures continue to be logged as ERROR, and the
job still runs `update_avatar_sync_attributes` in `ensure`.
>
> <sup>Written by [Cursor
Bugbot](https://cursor.com/dashboard?tab=bugbot) for commit
675f41041ae3dd4ead6e0dee5f1586dcad9750cd. This will update automatically
on new commits. Configure
[here](https://cursor.com/dashboard?tab=bugbot).</sup>
<!-- /CURSOR_SUMMARY -->
## Description
Display the total count of generated FAQs in the Related FAQs dialog
title to give users immediate visibility into how many FAQs were
generated from a document.
## Type of change
Please delete options that are not relevant.
- [ ] New feature (non-breaking change which adds functionality)
## Snapshots?
<img width="717" height="268" alt="Screenshot 2026-02-04 at 1 47 36 AM"
src="https://github.com/user-attachments/assets/c3e927ce-6d09-499d-8d02-8a44e0c353e2"
/>
## Checklist:
- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [ ] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
<!-- CURSOR_SUMMARY -->
---
> [!NOTE]
> **Low Risk**
> Small UI-only change using existing store metadata; risk is limited to
incorrect/blank counts if `meta.totalCount` is missing or stale.
>
> **Overview**
> Updates the `RelatedResponses` dialog to display the total related
response count in the title by reading
`captainResponses/getMeta.totalCount` (defaulting to 0) and appending it
as `(<count>)`.
>
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## Description
Make the $velma Redis connection pool size configurable via
`REDIS_VELMA_SIZE` environment variable (default: 5, matching current
behavior)
The $velma pool is used exclusively by Rack::Attack for rate limiting
and was the only Redis pool with a hardcoded size
## Fixes
Under high traffic, the hardcoded $velma pool (size: 5) causes
connection contention. Every HTTP request passes through Rack::Attack
middleware, which requires a $velma Redis connection. When
`WEB_CONCURRENCY=2` and `RAILS_MAX_THREADS=10` (20 concurrent threads),
the 4:1 thread-to-connection ratio causes threads to queue for up to 1
second (the pool timeout), resulting in intermittent request latency
spikes during traffic bursts.
The $alfred pool was already configurable via REDIS_ALFRED_SIZE — this
change brings $velma to parity.
## Type of change
- [ ] Bug fix (non-breaking change which fixes an issue)
## Checklist:
- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [ ] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
<!-- CURSOR_SUMMARY -->
---
> [!NOTE]
> **Low Risk**
> Low risk: changes only Redis connection pool sizing for Rack::Attack;
misconfiguration could cause rate-limiting Redis contention or extra
connections but no data/auth logic changes.
>
> **Overview**
> Makes the `velma` Redis connection pool (used by Rack::Attack)
configurable via a new `REDIS_VELMA_SIZE` env var, replacing the
previously hardcoded pool size.
>
> Documents `REDIS_VELMA_SIZE` in `.env.example` alongside the existing
`REDIS_ALFRED_SIZE` setting.
>
> <sup>Written by [Cursor
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---------
Co-authored-by: Vishnu Narayanan <iamwishnu@gmail.com>
## Description
This PR includes cron job to delete the orphans
## Type of change
- [ ] Bug fix (non-breaking change which fixes an issue)
## Checklist:
- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [ ] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
<!-- CURSOR_SUMMARY -->
---
> [!NOTE]
> Introduces a scheduled cleanup for conversations missing `contact` or
`inbox`.
>
> - Adds `Internal::RemoveOrphanConversationsService` to batch-delete
orphan conversations (scoped by optional `account`, within a
configurable `days` window) with progress logging
> - New `Internal::RemoveOrphanConversationsJob` that invokes the
service; scheduled via `config/schedule.yml` to run every 12 hours on
`housekeeping` queue
> - Refactors rake task `chatwoot:ops:cleanup_orphan_conversations` to
use the service and report `total_deleted` after confirmation
>
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---------
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
## Linear issue
https://linear.app/chatwoot/issue/CW-6289/limit-the-number-of-notifications-per-user-to-300
## Description
Limits the number of notifications per user to 300 by introducing an
async trim job that runs after each notification creation. This prevents
unbounded notification growth that was causing DB CPU spikes.
## Type of change
- [ ] Bug fix (non-breaking change which fixes an issue)
- [ ] This change requires a documentation update
## How Has This Been Tested?
- Added unit tests for TrimUserNotificationsJob
## Checklist:
- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [ ] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
<!-- CURSOR_SUMMARY -->
---
> [!NOTE]
> Implements a dedicated purge job to control notification volume and
scheduling.
>
> - Introduces `Notification::RemoveOldNotificationJob` (queue:
`purgable`) to delete notifications older than 1 month and trim each
user to the 300 most recent (deterministic by `created_at DESC, id
DESC`)
> - Adds daily cron (`remove_old_notification_job` at 22:30 UTC, queue
`purgable`) in `config/schedule.yml`
> - Removes ad-hoc triggering of the purge from
`TriggerScheduledItemsJob`
> - Adds/updates specs covering enqueue queue, old-notification
deletion, per-user trimming, and combined behavior
>
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---------
Co-authored-by: Vishnu Narayanan <iamwishnu@gmail.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
## Linear task:
https://linear.app/chatwoot/issue/CW-6318/searchkickimporterror-type-=-mapper-parsing-exception-reason-=-failed
## Description
Fixes Elasticsearch `mapper_parsing_exception` errors that occur when
`campaign_id` contain non-numeric string values
## Type of change
- [x] Bug fix (non-breaking change which fixes an issue)
## How Has This Been Tested?
- Unit tests
- use a local OpenSearch 3.4.0 cluster to verify actual indexing
behavior.
## Checklist:
- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [ ] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
<!-- CURSOR_SUMMARY -->
---
> [!NOTE]
> Removes `campaign_id` from the message search index payload to
simplify `additional_attributes`, keeping only `automation_rule_id`.
>
> - `Messages::SearchDataPresenter#additional_attributes_data` now
returns only `automation_rule_id`
> - Specs updated to stop asserting `campaign_id` and continue
validating `automation_rule_id` and email subject handling
>
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## Linear Ticket
https://linear.app/chatwoot/issue/CW-4569/nomethoderror-undefined-method-blocked-for-nil-nomethoderror
## Description
Fixes NoMethodError in ConversationMuteHelpers that occurs during
contact deletion race condition.
When a contact is deleted, there's a brief window (~50-150ms) where
contact_id becomes nil but conversations still exist. If ResolutionJob
runs during this window, the muted? method crashes trying to call
blocked? on nil.Fixes # (issue)
## Type of change
- [ ] Bug fix (non-breaking change which fixes an issue)
## How Has This Been Tested?
- Created orphaned conversations (contact_id = nil)
- Called muted?, mute!, unmute! - all return gracefully
- Verified async deletion still works correctly
## Checklist:
- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [ ] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
Co-authored-by: Sojan Jose <sojan@pepalo.com>
https://one.newrelic.com/alerts/issue?account=3437125&duration=259200000&state=d088e9b7-d0ce-3fcf-fda5-145df8b9cb2a
## Description
Pass serialized data instead of ActiveRecord object in
dispatch_destroy_event to prevent ActiveJob::DeserializationError when
the notification is already deleted.
This error occurs frequently because RemoveDuplicateNotificationJob
deletes notifications, and by the time the async EventDispatcherJob
runs, the record no longer exists.
## Type of change
- [ ] Bug fix (non-breaking change which fixes an issue)
## How Has This Been Tested?
## Checklist:
- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [ ] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
<!-- CURSOR_SUMMARY -->
---
> [!NOTE]
> Avoids ActiveJob deserialization failures by sending serialized data
for notification deletion and updating the listener accordingly.
>
> - `Notification#dispatch_destroy_event` now dispatches
`NOTIFICATION_DELETED` with serialized `notification_data` (`id`,
`user_id`, `account_id`) instead of the AR object
> - `ActionCableListener#notification_deleted` reads
`notification_data`, finds `User`/`Account`, computes
`unread_count`/`count` via `NotificationFinder`, and broadcasts using
the user’s pubsub token
> - Specs updated to pass `notification_data` and assert payload
(including `unread_count`/`count`)
>
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---------
Co-authored-by: Vishnu Narayanan <iamwishnu@gmail.com>
## Description
Change the url type from string to text, to support more than 255
characters
Fixes # (issue)
https://app.chatwoot.com/app/accounts/1/conversations/65240
## Type of change
Please delete options that are not relevant.
- [ ] 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
## Description
Increased the alfred pool size to 10, so that each worker has enough
redis connection thread pool to work
## Type of change
Please delete options that are not relevant.
- [ ] 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
<!-- CURSOR_SUMMARY -->
---
> [!NOTE]
> Introduces configurability for the Redis pool used by `alfred`.
>
> - `$alfred` `ConnectionPool` size now reads from
`ENV['REDIS_ALFRED_SIZE']` with a default of `5`
> - Adds `REDIS_ALFRED_SIZE=10` to `.env.example`
>
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---------
Co-authored-by: tanmay <tanmay-chatwoot@tanmays-MacBook-Pro.local>
## Description
- Replaces Stripe Checkout session flow with direct card charging for AI
credit top-ups
- Adds a two-step confirmation modal (select package → confirm purchase)
for better UX
- Creates Stripe invoice directly and charges the customer's default
payment method immediately
## Type of change
- [ ] New feature (non-breaking change which adds functionality)
## How Has This Been Tested?
- Using the specs
- UI manual test cases
<img width="945" height="580" alt="image"
src="https://github.com/user-attachments/assets/52bdad46-cd0e-4927-b13f-54c6b6353bcc"
/>
<img width="945" height="580" alt="image"
src="https://github.com/user-attachments/assets/231bc7e9-41ac-440d-a93d-cba45a4d3e3e"
/>
## Checklist:
- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [ ] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
---------
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
## Linear Link
## Description
This PR introduces a new robust auto-assignment system for conversations
in Chatwoot. The system replaces the existing round-robin assignment
with a more sophisticated service-based architecture that supports
multiple assignment strategies, rate limiting, and Enterprise features
like capacity-based assignment and balanced distribution.
## Type of change
- [ ] New feature (non-breaking change which adds functionality)
## How Has This Been Tested?
- Unit test cases
- Test conversations getting assigned on status change to open
- Test the job directly via rails console
## Checklist:
- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [ ] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
<!-- CURSOR_SUMMARY -->
---
> [!NOTE]
> Adds a new service-based auto-assignment system with scheduled jobs,
rate limiting, enterprise capacity/balanced selection, and wiring via
inbox/handler; includes Redis helpers and comprehensive tests.
>
> - **Auto-assignment v2 (core services)**:
> - Add `AutoAssignment::AssignmentService` with bulk assignment,
configurable conversation priority, RR selection, and per-agent rate
limiting via `AutoAssignment::RateLimiter`.
> - Add `AutoAssignment::RoundRobinSelector` for agent selection.
> - **Jobs & scheduling**:
> - Add `AutoAssignment::AssignmentJob` (per-inbox bulk assign;
env-based limit) and `AutoAssignment::PeriodicAssignmentJob` (batch over
accounts/inboxes).
> - Schedule periodic run in `config/schedule.yml`
(`periodic_assignment_job`).
> - **Model/concerns wiring**:
> - Include `InboxAgentAvailability` in `Inbox`; add
`Inbox#auto_assignment_v2_enabled?`.
> - Update `AutoAssignmentHandler` to trigger v2 job when
`auto_assignment_v2_enabled?`, else fallback to legacy.
> - **Enterprise extensions**:
> - Add `Enterprise::InboxAgentAvailability` (capacity-aware filtering)
and `Enterprise::Concerns::Inbox` association `inbox_capacity_limits`.
> - Extend service via `Enterprise::AutoAssignment::AssignmentService`
(policy-driven config, capacity filtering, exclusion rules) and add
selectors/services: `BalancedSelector`, `CapacityService`.
> - **Infrastructure**:
> - Enhance `Redis::Alfred` with `expire`, key scan/count, and extended
ZSET helpers (`zadd`, `zcount`, `zcard`, `zrangebyscore`).
> - **Tests**:
> - Add specs for jobs, core service, rate limiter, RR selector, and
enterprise features (capacity, balanced selection, exclusions).
>
> <sup>Written by [Cursor
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---------
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
## Description
Modified the phone number validation in Whatsapp::ChannelCreationService
to check for duplicate phone numbers across ALL accounts, not just
within the current account.
## Type of change
- [ ] Bug fix (non-breaking change which fixes an issue)
## How Has This Been Tested?
- Added test coverage for cross-account phone number validation
- Using actual UI flow
<img width="1493" height="532" alt="image"
src="https://github.com/user-attachments/assets/67d2bb99-2eb9-4115-8d56-449e4785e0d8"
/>
## 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
This PR is the fix for MFA changes, to not generate auth tokens without
MFA verification in case MFA is enabled for the account
---------
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
## Linear Link:
https://linear.app/chatwoot/issue/CW-5636/pdf-faqs-captain-generates-faqs-in-the-english-only
## Description
PDF Faqs should be generated in the same language as set in account
## Type of change
- [ ] Bug fix (non-breaking change which fixes an issue)
## How Has This Been Tested?
This has been tested via UI, by setting account language to arabic and
upload the pdf for faq generation (pdf content in Hindi)
<img width="1045" height="1085" alt="image"
src="https://github.com/user-attachments/assets/10385181-578e-4933-afc4-4609a6abcec8"
/>
## Checklist:
- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [ ] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
FE support for https://github.com/chatwoot/chatwoot/pull/12290
## Linear:
- https://github.com/chatwoot/chatwoot/issues/486
## Description
This PR implements Multi-Factor Authentication (MFA) support for user
accounts, enhancing security by requiring a second form of verification
during login. The feature adds TOTP (Time-based One-Time Password)
authentication with QR code generation and backup codes for account
recovery.
## Type of change
- [ ] New feature (non-breaking change which adds functionality)
## How Has This Been Tested?
- Added comprehensive RSpec tests for MFA controller functionality
- Tested MFA setup flow with QR code generation
- Verified OTP validation and backup code generation
- Tested login flow with MFA enabled/disabled
## Checklist:
- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [ ] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
---------
Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
## Linear:
- https://github.com/chatwoot/chatwoot/issues/486
## Description
This PR implements Multi-Factor Authentication (MFA) support for user
accounts, enhancing security by requiring a second form of verification
during login. The feature adds TOTP (Time-based One-Time Password)
authentication with QR code generation and backup codes for account
recovery.
## Type of change
- [ ] New feature (non-breaking change which adds functionality)
## How Has This Been Tested?
- Added comprehensive RSpec tests for MFA controller functionality
- Tested MFA setup flow with QR code generation
- Verified OTP validation and backup code generation
- Tested login flow with MFA enabled/disabled
## Checklist:
- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [ ] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
---------
Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Linked PR
https://github.com/chatwoot/chatwoot/pull/12113
## Linear Link
https://linear.app/chatwoot/issue/CW-4515/upload-pdfs-to-captain
## Description
This PR adds support for PDF file uploads to the Captain document
knowledge base system. The feature enables users to upload PDF files
directly to the knowledge base for FAQ generation and document
processing, expanding beyond the existing URL-based document ingestion.
## Type of change
- [ ] New feature (non-breaking change which adds functionality)
## How Has This Been Tested?
- Unit Tests
- Manually via UI
## 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: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
## Linear reference:
https://linear.app/chatwoot/issue/CW-4649/re-imagine-assignments
## Description
This PR introduces the foundation for Assignment V2 system by
implementing agent_capacity and their association with inboxes and
users.
## Type of change
- [ ] New feature (non-breaking change which adds functionality)
## How Has This Been Tested?
Test Coverage:
- Controller specs for assignment policies CRUD operations
- Enterprise-specific specs for balanced assignment order
- Model specs for community/enterprise separation
## Checklist:
- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [ ] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
---------
Co-authored-by: Pranav <pranav@chatwoot.com>
## Linear reference:
https://linear.app/chatwoot/issue/CW-4649/re-imagine-assignments
## Description
This PR introduces the foundation for Assignment V2 system by
implementing assignment policies and their association with inboxes.
Assignment policies allow configuring how conversations are distributed
among agents, with support for different assignment orders (round_robin
in community, balanced in enterprise) and conversation prioritization
strategies
Fixes # (issue)
## Type of change
Please delete options that are not relevant.
- [ ] Bug fix (non-breaking change which fixes an issue)
- [ ] New feature (non-breaking change which adds functionality)
- [ ] Breaking change (fix or feature that would cause existing
functionality not to work as expected)
- [ ] This change requires a documentation update
## How Has This Been Tested?
Test Coverage:
- Controller specs for assignment policies CRUD operations
- Enterprise-specific specs for balanced assignment order
- Model specs for community/enterprise separation
Manual Testing:
1. Create assignment policy: POST
/api/v1/accounts/{id}/assignment_policies
2. List policies: GET /api/v1/accounts/{id}/assignment_policies
3. Assign policy to inbox: POST
/api/v1/accounts/{id}/assignment_policies/{id}/inboxes
4. View inbox policy: GET
/api/v1/accounts/{id}/inboxes/{id}/assignment_policy
5. Verify community edition ignores "balanced" assignment order
6. Verify enterprise edition supports both "round_robin" and "balanced"
- testing the flows after enterprise folder deletion
## Checklist:
- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [ ] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
---------
Co-authored-by: Pranav <pranavrajs@gmail.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
## Reference
https://github.com/chatwoot/chatwoot/pull/12149#issuecomment-3178108388
## Description
setup_webhook was done before the save, and hence the meta webhook
validation might fail because of a race condition where the facebook
validation is done before we saving the entry to the database.
## Type of change
Please delete options that are not relevant.
- [ ] Bug fix (non-breaking change which fixes an issue)
## How Has This Been Tested?
- New inbox creation, webhook validation
- Existing inbox update, webhook validation
-
<img width="614" height="674" alt="image"
src="https://github.com/user-attachments/assets/be223945-deed-475a-82e5-3ae9c54a13fa"
/>
## Checklist:
- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [ ] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
---------
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
# Pull Request Template
## Description
Please include a summary of the change and issue(s) fixed. Also, mention
relevant motivation, context, and any dependencies that this change
requires.
Fixes # (issue)
## Type of change
Please delete options that are not relevant.
- [ ] Bug fix (non-breaking change which fixes an issue)
- [ ] New feature (non-breaking change which adds functionality)
- [ ] Breaking change (fix or feature that would cause existing
functionality not to work as expected)
- [ ] This change requires a documentation update
## How Has This Been Tested?
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
---------
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
## Description
This PR introduces WhatsApp Embedded Signup functionality, enabling
users to connect their WhatsApp Business accounts through Meta's
streamlined OAuth flow without manual webhook configuration. This
significantly improves the user experience by automating the entire
setup process.
**Key Features:**
- Embedded signup flow using Facebook SDK and Meta's OAuth 2.0
- Automatic webhook registration and phone number configuration
- Enhanced provider selection UI with card-based design
- Real-time progress tracking during signup process
- Comprehensive error handling and user feedback
## Required Configuration
The following environment variables must be configured by administrators
before this feature can be used:
Super Admin Configuration (via
super_admin/app_config?config=whatsapp_embedded)
- `WHATSAPP_APP_ID`: The Facebook App ID for WhatsApp Business API
integration
- `WHATSAPP_CONFIGURATION_ID`: The Configuration ID for WhatsApp
Embedded Signup flow (obtained from Meta Developer Portal)
- `WHATSAPP_APP_SECRET`: The App Secret for WhatsApp Embedded Signup
flow (required for token exchange)
## How Has This Been Tested?
#### Backend Tests (RSpec):
- Authentication validation for embedded signup endpoints
- Authorization code validation and error handling
- Missing business parameter validation
- Proper response format for configuration endpoint
- Unauthorized access prevention
#### Manual Test Cases:
- Complete embedded signup flow (happy path)
- Provider selection UI navigation
- Facebook authentication popup handling
- Error scenarios (cancelled auth, invalid business data, API failures)
- Configuration presence/absence behavior
## Related Screenshots:
Fixes
https://linear.app/chatwoot/issue/CW-2131/spec-for-whatsapp-cloud-channels-sign-in-with-facebook
---------
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
