530 Commits
Author SHA1 Message Date
8aee518149 fix(integrations): restrict Linear/Notion/Shopify hook deletion to admins (#15126)
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>
2026-07-22 17:53:25 +05:30
Sojan JoseandGitHub eae9841eb4 fix: restore token access to account APIs (#15088)
Token-authenticated requests to Agent Bots, Labels, and affected Captain
endpoints return normal responses again. The regression was caused by
duplicate `current_account` callbacks in subclasses moving account
resolution behind the API entitlement check, leaving `Current.account`
unset.

## Closes

- https://linear.app/chatwoot/issue/CW-7641/5xx-errors-in-agent-bot-apis

## How to reproduce

1. Send `GET /api/v1/accounts/:account_id/agent_bots` with a valid
administrator API access token.
2. Observe a `500` from `validate_token_api_access` because
`Current.account` is `nil`.
3. With this change, account resolution runs in the base-controller
order and the request succeeds.

## What changed

- Removed redundant `current_account` callbacks from account-scoped
controllers that already inherit the callback from
`Api::V1::Accounts::BaseController`.
- Kept the standalone direct-upload controller callback unchanged.
- Added regression coverage for administrator API-token access to Agent
Bots.
2026-07-20 15:28:33 -07:00
Sony MathewandGitHub c420edce58 feat: branded email layouts for email inboxes (#14936)
## Description

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

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

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

## Type of change

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

## How to test

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

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

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

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

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

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

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

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

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

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

   {
     "branded_email_layout": ""
   }
   ```

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

## How Has This Been Tested?

Validation:

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

## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have made corresponding changes to the documentation
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] My changes generate no new warnings
- [ ] Any dependent changes have been merged and published in downstream
modules
2026-07-17 15:25:55 +05:30
Sivin VargheseandGitHub 331875cdaa feat: Add popular content per locale (#14939) 2026-07-17 14:43:42 +05:30
Shivam MishraandGitHub 8dd0d08322 refactor: align conversation direct uploads with standard account auth (#15039)
Conversation attachment uploads now go through the same authentication
that every other account-scoped API endpoint uses. Agents continue to
attach files exactly as before, and the upload request is now tied to
the agent's dashboard session instead of a separately serialized access
token.

Because the upload request is now authenticated, the dashboard proves
the agent's session directly instead of passing
`currentUser.access_token`. This keeps uploads working alongside the
profile access-token changes in #14973, including on accounts where that
token is serialized as empty.

## What changed

- `Api::V1::Accounts::Conversations::DirectUploadsController` now runs
the standard account auth stack: API access token when the
`api_access_token` header is present, dashboard session
(devise-token-auth) otherwise, with agent-bot tokens rejected.
Previously it inherited `ActiveStorage::DirectUploadsController`
directly and did not run any authentication.
- `EnsureCurrentAccountHelper#ensure_current_account` now returns `401`
when a request has neither an authenticated user nor a bot resource,
instead of continuing. This closes the same gap for any controller that
relies on the helper.
- The dashboard direct-upload paths (`useFileUpload.js` and the legacy
`fileUploadMixin.js`) now attach the agent's session headers to the
upload request via a new `directUploadsHelper.js`, instead of sending
`currentUser.access_token`.

## How to test

1. As a logged-in agent, open a conversation and attach a file. Upload
should succeed as before, on installs with direct uploads enabled.
2. Confirm attachments still work for an agent on an account whose
profile access token is not serialized (e.g. a Cloud plan without
`api_and_webhooks`).
3. Send a `POST` to
`/api/v1/accounts/:account_id/conversations/:conversation_id/direct_uploads`
with no credentials, an empty `api_access_token`, or an invalid token,
and confirm it returns `401`.
4. Confirm a valid agent of the account (via API token or session) gets
`200`, while an agent of a different account gets `401`.
2026-07-16 18:17:29 +05:30
Tanmay Deep SharmaandGitHub 2891a72cb9 feat(whatsapp): enable reconfigure for embedded signup inboxes (#15038) 2026-07-16 16:18:58 +05:30
522e3c4d3f feat: enforce api_and_webhooks feature for token API and account webhooks (#14973)
This gates API-token access and outgoing account webhooks behind the
`api_and_webhooks` account feature introduced in #14972. On Chatwoot
Cloud, Hacker accounts lose token-authenticated account API access and
account webhook delivery, while paid accounts retain them through the
billing-plan feature reconcile. Community and self-hosted installations
continue to work without any upgrade-time interruption.

## What changed

- Added `Account#api_and_webhooks_enabled?` as the single backend kill
switch. Core returns enabled; the Enterprise override consults the
account flag on Chatwoot Cloud and remains enabled off-Cloud.
- Account-scoped v1 and v2 requests authenticated with a user or
agent-bot API token now return `403 Forbidden` when the feature is
disabled. Invalid tokens still return 401, and dashboard session
requests are unaffected.
- Profile responses return an empty access token when none of the user's
accounts has access. The stored token is preserved, and the profile UI
disables its token controls with paid-plan copy on Cloud.
- Account webhook delivery stops when the feature is disabled. Webhook
CRUD remains available to session-authenticated dashboard requests,
API-inbox webhooks continue to be delivered, and the Cloud dashboard
shows a webhook paywall instead of the webhook list.
- Removed the database backfill migration. Existing paid Cloud accounts
should be enabled with the one-off script below before enforcement is
deployed.

## Existing paid-account rollout

Run this as an ad-hoc Rails runner script on Chatwoot Cloud. It
intentionally targets only the Startups, Business, and Enterprise plans
and does not add `api_and_webhooks` to `manually_managed_features`, so
future billing reconciles remain authoritative.

```rb
paid_plan_names = %w[Startups Business Enterprise]
accounts = Account.where("custom_attributes ->> 'plan_name' IN (?)", paid_plan_names)

total = accounts.count
enabled = 0
skipped = 0

puts "Enabling api_and_webhooks for #{total} paid account(s)..."

accounts.find_each(batch_size: 500).with_index(1) do |account, processed|
  if account.feature_enabled?('api_and_webhooks')
    skipped += 1
  else
    account.enable_features!('api_and_webhooks')
    enabled += 1
  end

  puts "Processed #{processed}/#{total}..." if (processed % 1000).zero?
end

puts "Done! Enabled: #{enabled}, Skipped: #{skipped}, Total: #{total}"
```

For example, save the snippet outside the repository as
`enable_api_and_webhooks.rb`, then run:

```sh
bundle exec rails runner /path/to/enable_api_and_webhooks.rb
```

## How to test

- On Cloud, use a Hacker account and confirm token-authenticated
requests to account-scoped v1 and v2 endpoints return 403, while the
same dashboard actions continue to work through session authentication.
- Confirm profile access-token controls are disabled with paid-plan copy
when all accounts are ineligible, and remain available when at least one
account has the feature.
- Confirm the Webhooks settings page shows the billing paywall for a
Cloud account without the feature; admins get the billing action and
agents get the existing ask-an-admin message.
- Confirm outgoing account webhooks stop for an ineligible Cloud account
while API-inbox webhooks still deliver.
- Confirm community and self-hosted installations retain API and webhook
behavior after upgrading, even when an existing account does not have
the stored feature bit.


### Screenshots

## Cloud

<img width="2590" height="642" alt="CleanShot 2026-07-15 at 15 13 14@2x"
src="https://github.com/user-attachments/assets/431a7bd8-1742-4e7a-b312-d3ad92015f9b"
/>

<img width="2152" height="994" alt="CleanShot 2026-07-15 at 15 14 37@2x"
src="https://github.com/user-attachments/assets/475dda48-d1c5-4be5-a3c3-7a96b9713724"
/>

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2026-07-16 13:43:49 +04:00
Sivin VargheseandGitHub 0fccb7dacd feat: stage edits to published articles as drafts (#14842) 2026-07-16 12:44:10 +05:30
354c2cab6b fix(captain): handle resolved conversation context (#14433)
# Pull Request Template

## Description

Fixes: https://github.com/chatwoot/chatwoot/issues/13880

Uses approaches discussed from:
https://github.com/chatwoot/chatwoot/pull/13883

Activity messages pertaining to resolve are included along with an
instruction for the LLM to choose whether to consider them or not along

## Type of change

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

## How Has This Been Tested?

Please describe the tests that you ran to verify your changes. Provide
instructions so we can reproduce. Please also list any relevant details
for your test configuration.

locally and with specs


## Checklist:

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

---------

Co-authored-by: Sony Mathew <sony@chatwoot.com>
2026-07-15 23:30:17 +05:30
49c442751d fix: require admin for dashboard app mutations (#14831)
## Summary

Restricts account-wide Dashboard App creation, updates, and deletion to
administrators while keeping read access available to authenticated
account users.

## Why

Dashboard Apps are account-level integrations displayed in conversation
views. Agents should be able to use them, but only administrators should
be able to change their configuration.

## What changed

- authorize Dashboard App actions through `DashboardAppPolicy`
- allow index and show access for authenticated account users
- restrict create, update, and destroy actions to administrators
- add request coverage for administrator and agent mutation behavior

## Validation

`bundle exec rspec
spec/controllers/api/v1/accounts/dashboard_apps_controller_spec.rb`

17 examples, 0 failures.

`bundle exec rubocop
app/controllers/api/v1/accounts/dashboard_apps_controller.rb
app/policies/dashboard_app_policy.rb`

2 files inspected, no offenses detected.



---------

Co-authored-by: Gaurav Singhal <gauravsinghal@Gauravs-Mac-mini.local>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
2026-07-14 23:02:13 -07:00
13db36609d fix: hide agent bot access tokens from agents (#14830)
## Summary

Keeps Agent Bot list and show access available to agents while
restricting account bot access tokens to administrators.

## Why

Agents need Agent Bot metadata for existing product workflows, but the
bot access token can be replayed against bot-authorized APIs and should
not be exposed to them.

## What changed

- serialize `access_token` only for administrators
- verify agents can read Agent Bot metadata without receiving the token
- verify administrators still receive the token from index and show
responses

## Validation

`bundle exec rspec
spec/controllers/api/v1/accounts/agent_bots_controller_spec.rb`

27 examples, 0 failures.

Related follow-up:
[CW-7595](https://linear.app/chatwoot/issue/CW-7595/standardize-one-time-credential-disclosure-across-chatwoot-apis)



---------

Co-authored-by: Gaurav Singhal <gauravsinghal@Gauravs-Mac-mini.local>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
2026-07-14 20:00:39 -07:00
Shivam MishraandGitHub 6b3800e25b fix: pre-chat form contact custom attributes lost for existing contacts (#14956)
Contact custom attributes filled in the pre-chat form (e.g. a CPF field)
were silently lost when the visitor's email or phone matched an existing
contact. The widget sent the attributes in a separate request that raced
the conversation create: creating the conversation merges the widget
contact into the existing contact, so the attribute update landed on the
destroyed contact and vanished without an error. New visitors were
unaffected, which made the bug hard to spot.

The fix sends contact custom attributes inside the same request that
identifies the contact. The widget conversation create endpoint now
accepts `contact.custom_attributes` and applies them through
`ContactIdentifyAction` in the same transaction as the merge, so the
submitted values always land on the surviving contact. The campaign path
folds the attributes into the existing contact update call the same way.

<details>
<summary>Reproduction script (rails runner, concurrent
threads)</summary>

```ruby
# Concurrent reproduction of the pre-chat form race that loses contact
# custom attributes when the visitor's email matches an existing contact.
#
# The old widget fired two unawaited requests on pre-chat submit. Each
# iteration replays them as real concurrent threads:
#   - create thread = POST /widget/conversations: resolves the widget contact,
#     then runs ContactIdentifyAction (which merges the widget contact into the
#     existing contact) inside a transaction held open while the conversation
#     and message are created.
#   - patch thread = PATCH /widget/contact: resolves the widget contact via its
#     contact inbox and applies the custom attributes through
#     ContactIdentifyAction, exactly like Widget::ContactsController#update.
#
# Run with: bundle exec rails runner confirm_prechat_race.rb
# Creates throwaway contacts on Account.first and deletes them afterwards.

ITERATIONS = 20
CPF = '123.456.789-09'.freeze

account = Account.first!
inbox = account.inboxes.first!
losses = 0

ITERATIONS.times do |i|
  existing = account.contacts.create!(name: 'Existing Contact', email: "race-existing-#{SecureRandom.hex(6)}@example.com")
  temp = account.contacts.create!(name: 'Widget Visitor')
  contact_inbox = ContactInbox.create!(contact: temp, inbox: inbox, source_id: SecureRandom.uuid)

  begin
    create_request = Thread.new do
      ActiveRecord::Base.connection_pool.with_connection do
        widget_contact = ContactInbox.find(contact_inbox.id).contact # set_contact before_action
        ActiveRecord::Base.transaction do
          ContactIdentifyAction.new(
            contact: widget_contact,
            params: { email: existing.email, phone_number: nil, name: 'Widget Visitor' },
            retain_original_contact_name: true,
            discard_invalid_attrs: true
          ).perform
          sleep(0.02) # conversation + message creation keeps the transaction open
        end
      end
    end

    patch_request = Thread.new do
      ActiveRecord::Base.connection_pool.with_connection do
        sleep(rand * 0.02) # network jitter between the two requests
        widget_contact = ContactInbox.find(contact_inbox.id).contact # set_contact before_action
        ContactIdentifyAction.new(
          contact: widget_contact,
          params: { custom_attributes: { cpf: CPF } },
          discard_invalid_attrs: true
        ).perform
      end
    end

    create_request.join
    patch_request.join

    survivor = existing.reload
    if survivor.custom_attributes['cpf'] == CPF
      puts "iteration #{i + 1}: CPF survived"
    else
      losses += 1
      puts "iteration #{i + 1}: CPF LOST (survivor custom_attributes: #{survivor.custom_attributes.inspect})"
    end
  ensure
    account.contacts.where(id: [existing.id, temp.id]).find_each(&:destroy!)
  end
end

puts
puts "#{losses}/#{ITERATIONS} iterations lost the CPF -- race #{losses.positive? ? 'confirmed' : 'not reproduced in this run'}"
```

Result: **20/20 iterations lose the CPF** (consistent across repeated
runs). The conversation create holds its transaction open across the
contact merge, so the fast attribute update either resolves the
soon-to-be-destroyed widget contact or blocks on its row lock and then
updates 0 rows — silently, with no error. This is why the customer sees
the loss every time, not intermittently.

Note: the script replays the old two-request flow at the service layer,
so it reproduces the loss even with this fix applied — the fix works by
removing the second request from the widget, not by changing the raced
code paths. The new request spec (`saves contact custom attributes on
the surviving contact when merged into an existing contact`) covers the
fixed contract.

</details>

## Closes

- Reported via support conversation:
https://app.chatwoot.com/app/accounts/1/conversations/84465

## How to reproduce

1. Create a website inbox with a pre-chat form that has a contact custom
attribute field (e.g. CPF).
2. Create a contact with a known email address.
3. As a visitor, open the widget and fill the pre-chat form using that
same email plus a value for the custom attribute.
4. Before: the attribute never appears on the contact profile. After: it
is saved on the existing contact, overwriting any stale value.

## What changed

- `POST /api/v1/widget/conversations` now permits
`contact.custom_attributes` and passes it to `ContactIdentifyAction`,
which deep-merges it atomically with the contact merge.
- The widget pre-chat form sends contact custom attributes inside the
conversation create payload instead of a separate `setCustomAttributes`
call; the campaign path includes them in the `contacts/update` payload.
2026-07-13 13:51:58 +05:30
Aakash BakhleandGitHub d57354c8b5 feat: tighten conversation FAQ generation prompt (#14957)
Tightens the resolved-conversation FAQ generator so it only proposes
durable, reusable FAQ candidates supported by human support-agent
messages. The implementation now sends a conversation-FAQ-specific
transcript to the LLM: customer messages plus real human support-agent
messages only, excluding bot, private, activity, and template messages.

## Closes

-
https://linear.app/chatwoot/issue/CW-7494/tighten-conversation-faq-generation-prompt

## What changed

- Added a human-only transcript builder in `ConversationFaqService`
instead of using the generic `conversation.to_llm_text` output.
- Excluded bot/agent-bot messages before the LLM call, which removes the
main bot-line leakage class deterministically.
- Preserved native-channel human replies where outgoing messages are
stored as `external_echo` without a `User` sender.
- Kept a prompt decision gate requiring each FAQ to be backed by a
complete public human-agent answer.
- Added generic no-FAQ classes for spam, wrong-service conversations,
private account/payment/order/certificate/troubleshooting cases, support
workflow mechanics, and direct-link/file/quote outputs.
- Added a separate `conversation_faq_generation` model route defaulting
to `gpt-5.2`, while keeping `document_faq_generation` on its existing
`gpt-4.1-mini` default. Conversation FAQ generation passes that feature
default ahead of the legacy global `CAPTAIN_OPEN_AI_MODEL` setting
unless an account-level override is configured.
- Kept the prompt domain-neutral so it can still generate reusable
product, service, policy, setup, and process FAQs outside SaaS contexts.

## Sampling notes

- Production Langfuse traces showed `llm.captain.conversation_faq` calls
using `gpt-4.1` in the sampled account set.
- Locally, `Llm::FeatureRouter.resolve(feature:
'conversation_faq_generation')` now resolves to `gpt-5.2`.
- Reviewed recent production `llm.captain.conversation_faq` traces
across 13+ accounts in compact form.
- Replayed 20 full traces across 10 accounts/domains, including
education, hosting, retail/auto, APIs, logistics, tax/fiscal workflows,
and Chatwoot account 1.
- Explicit `gpt-5.2` replay with human-only conversation history
returned no FAQ for 15/20 traces.
- A comparison replay with `gpt-4.1-mini` returned no FAQ for only 7/20
traces, bringing back several private/order/payment/support-workflow
cases.
- Remaining non-empty `gpt-5.2` outputs are now mostly
borderline/possibly useful human-agent-derived FAQs rather than obvious
bot-sourced answers.

## How to test

- Resolve conversations where the answer came only from the bot; no
pending FAQ should be generated.
- Resolve spam, unrelated, wrong-service, or private
payment/order/account conversations; no pending FAQ should be generated.
- Resolve conversations that require account/order/payment/login/private
verification or a human handoff; no pending FAQ should be generated.
- Resolve a conversation where a human agent gives a stable, reusable
help-center answer; the generated pending FAQ should be general and
self-contained.
2026-07-09 17:47:47 +05:30
Vishnu NarayananandGitHub 0a13dbedfb fix: force account picker on microsoft email inbox OAuth (#14794)
## Description

The Microsoft authorize URL had no `prompt` parameter. With Microsoft's
default behavior, a browser carrying an active Microsoft session is
silently signed in to that account. If the same account is already
attached to an inbox in the same Chatwoot account, the callback treats
the OAuth response as a re-auth and routes the user to the existing
inbox settings page instead of letting them create the new inbox they
intended.

Adding `prompt=select_account` interrupts SSO and always presents the
Microsoft account picker, so the user explicitly chooses the mailbox
they want to connect.

This is distinct from `prompt=consent`, which was removed in
[#13962](https://github.com/chatwoot/chatwoot/pull/13962) to fix the
admin consent loop. `select_account` only interrupts SSO and does not
retrigger the consent dialog.

Closes INF-76

## Type of change

- [x] Bug fix (non-breaking change which fixes an issue)
- [ ] New feature (non-breaking change which adds functionality)
- [ ] Breaking change (fix or feature that would cause existing
functionality not to work as expected)
- [ ] This change requires a documentation update

## How Has This Been Tested?

`bundle exec rspec
spec/controllers/api/v1/accounts/microsoft/authorization_controller_spec.rb`
(3 examples, 0 failures). The regression test introduced in
[#13962](https://github.com/chatwoot/chatwoot/pull/13962) is updated to
assert `prompt=select_account` instead of asserting absence of the
parameter.

## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [x] Any dependent changes have been merged and published in downstream
modules
2026-07-09 13:49:33 +05:30
Sony MathewandGitHub 66cfb26c77 feat: Add unread count filters feature flag (1/6) (#14885)
## Description

Adds the account-level `unread_count_for_filters` feature flag as the
dark-launch gate for filtered sidebar unread counts. This reuses the
deprecated `quoted_email_reply` flag slot, resets the reused bit for
existing accounts, and removes stale defaults so new accounts do not
reference the old flag.

This also adds the feature where we are now calculating the unread counts for built in filters like mentions, participating and unattended along with unread count for saved filters/folders.

Closes
[CW-7262](https://linear.app/chatwoot/issue/CW-7262/unread-counts-for-filters-folders)

## Type of change

- [ ] Bug fix (non-breaking change which fixes an issue)
- [x] New feature (non-breaking change which adds functionality)
- [ ] Breaking change (fix or feature that would cause existing
functionality not to work as expected)
- [ ] This change requires a documentation update
2026-07-08 23:50:40 +05:30
c8bfbadae2 fix: validate identifier hash on widget contact update (#14884)
## Description

The widget contact update endpoint (`PATCH /api/v1/widget/contact`)
applied updates that set an `identifier` without validating the
`identifier_hash`, unlike `set_user`, which already does. This change
runs the same validation on the update path whenever an `identifier` is
supplied, keeping identity validation consistent across the widget
contact endpoints.

Anonymous updates that don't pass an identifier (prechat
name/email/phone and custom attributes) keep working unchanged,
including on inboxes with mandatory identity validation.

Fixes https://linear.app/chatwoot/issue/CW-7118


---------

Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2026-07-07 16:40:19 +05:30
Aakash BakhleandGitHub 83dda621c5 feat: default new accounts to captain v2 (#14917)
# Pull Request Template

## Description

defaults new accounts to captain v2

## Type of change

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

## How Has This Been Tested?

Please describe the tests that you ran to verify your changes. Provide
instructions so we can reproduce. Please also list any relevant details
for your test configuration.

locally and specs

## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [x] Any dependent changes have been merged and published in downstream
modules
2026-07-07 16:21:51 +05:30
Sony MathewandGitHub eab859cd04 fix: Sanitize query canceled API errors (#14933)
# Pull Request Template

## Description

Message creation API failures caused by PostgreSQL query cancellations
now return a generic retryable error instead of exposing raw database
internals such as `PG::QueryCanceled`, tuple identifiers, or relation
names to customers. Existing validation failures continue to return
their specific validation messages.

Closes
[CW-7538](https://linear.app/chatwoot/issue/CW-7538/do-not-expose-pgquerycanceled-details-in-messages-api-errors)

## Type of change

- [x] Bug fix (non-breaking change which fixes an issue)
- [ ] New feature (non-breaking change which adds functionality)
- [ ] Breaking change (fix or feature that would cause existing
functionality not to work as expected)
- [ ] This change requires a documentation update

## How Has This Been Tested?

Reproduced the messages API path by raising
`ActiveRecord::QueryCanceled` from `Messages::MessageBuilder` and
verified the response contains the customer-safe localized error without
`PG::QueryCanceled` details.

Validation run locally:

- `bundle exec rspec
spec/controllers/api/v1/accounts/conversations/messages_controller_spec.rb`
- `bundle exec rubocop
app/controllers/concerns/request_exception_handler.rb
spec/controllers/api/v1/accounts/conversations/messages_controller_spec.rb`
- `git diff --check`

## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [ ] 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
2026-07-07 16:20:52 +05:30
Sojan JoseandGitHub b823764199 refactor: optimize agent bot assignment dropdown (#14866) 2026-07-07 14:25:54 +05:30
6a7ca9dd3b feat: Add report bar drilldown drawer (#14626)
## Description

Adds drilldown support for report bar charts powered by
`ReportContainer`. Clicking a non-zero report bar now opens a right-side
drawer with the conversations or messages that contributed to that
bucket, with each row linking to the underlying conversation and message
rows linking with `messageId`.

This includes a new `GET /api/v2/accounts/:account_id/reports/drilldown`
endpoint, backend drilldown builders/serializers, generic chart click
emission, local drawer state via `useReportDrilldown`, compact drilldown
cards, pagination, stale-response protection, and validation for
unsupported drilldown dimensions.

Fixes # CW-4497

https://linear.app/chatwoot/issue/CW-4497/drill-down-on-agent-conversations-report

## Type of change

- [x] Bug fix (non-breaking change which fixes an issue)
- [x] New feature (non-breaking change which adds functionality)
- [ ] Breaking change (fix or feature that would cause existing
functionality not to work as expected)
- [ ] This change requires a documentation update

## How Has This Been Tested?

Ran the focused backend and frontend checks for the drilldown endpoint,
builder, chart click handling, drawer/card UI, API helper, and
stale-response handling.

Here are the screenshots on how it looks like:
<img width="1792" height="1199" alt="Screenshot 2026-06-02 at 11 32
11 PM"
src="https://github.com/user-attachments/assets/6bdb8832-b9df-4bf3-9a2a-beaefe203b6e"
/>
<img width="1791" height="1230" alt="Screenshot 2026-06-02 at 11 32
34 PM"
src="https://github.com/user-attachments/assets/36e92eb7-3208-4855-87f4-0c7f316df54d"
/>
<img width="1784" height="1235" alt="Screenshot 2026-06-02 at 11 32
46 PM"
src="https://github.com/user-attachments/assets/f7a53916-74f2-4622-9305-042e0ac9e877"
/>



## Checklist:

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

---------

Co-authored-by: Vishnu Narayanan <iamwishnu@gmail.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2026-07-02 16:07:26 +05:30
Sony MathewandGitHub b8b62ad0f1 feat: Harden model override preferences (5/6) (#14846)
## Description

Hardens the Captain model override preferences API so account-level
overrides follow the same feature-router contract used by runtime LLM
calls. The API now permits model and feature keys from `llm.yml`,
removes blank model overrides, rejects invalid saved model combinations,
and returns each feature's effective model, provider, and source for UI
clients.

Fixes https://linear.app/chatwoot/issue/CW-7425/test-new-models

## Type of change

- [ ] Bug fix (non-breaking change which fixes an issue)
- [x] New feature (non-breaking change which adds functionality)
- [ ] Breaking change (fix or feature that would cause existing
functionality not to work as expected)
- [ ] This change requires a documentation update

## How Has This Been Tested?

Verified the account preferences API and account model validation
behavior for valid overrides, invalid model values, unknown feature
keys, blank override removal, and effective model/provider/source
payload metadata.

- `eval "$(rbenv init -)" && bundle exec rspec
spec/controllers/api/v1/accounts/captain/preferences_controller_spec.rb
spec/models/account_spec.rb
spec/models/concerns/captain_featurable_spec.rb
spec/lib/llm/feature_router_spec.rb`
- `eval "$(rbenv init -)" && bundle exec rubocop
app/controllers/api/v1/accounts/captain/preferences_controller.rb
app/models/concerns/account_settings_schema.rb
app/models/concerns/captain_featurable.rb
spec/controllers/api/v1/accounts/captain/preferences_controller_spec.rb
spec/models/account_spec.rb
spec/models/concerns/captain_featurable_spec.rb
spec/lib/llm/feature_router_spec.rb`
- `git diff --check`

## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [ ] 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
2026-06-25 17:38:11 +05:30
Sony MathewandGitHub 43e0f8a141 feat: Route Enterprise LLM services (3/6) (#14841)
# Pull Request Template

## Description

Routes Enterprise assistant, copilot, FAQ, contact memory,
action-classifier, and false-promise detector LLM paths through
feature-specific model resolution. `Llm::BaseAiService` now accepts
feature/account context and uses `Llm::FeatureRouter` when that context
is present, while retaining the installation-model fallback for
unmigrated callers. This also adds a `document_faq_generation` feature
default for generative FAQ/document content.

Linear: https://linear.app/chatwoot/issue/CW-7425/test-new-models
Depends on #14840

## Type of change

- [ ] Bug fix (non-breaking change which fixes an issue)
- [x] New feature (non-breaking change which adds functionality)
- [ ] Breaking change (fix or feature that would cause existing
functionality not to work as expected)
- [ ] This change requires a documentation update

## How Has This Been Tested?

- `bundle exec rspec spec/lib/llm/models_spec.rb
spec/enterprise/services/llm/base_ai_service_spec.rb
spec/enterprise/services/captain/copilot/chat_service_spec.rb
spec/enterprise/services/captain/llm/assistant_chat_service_spec.rb
spec/enterprise/services/captain/llm/faq_generator_service_spec.rb
spec/enterprise/services/captain/llm/conversation_faq_service_spec.rb
spec/enterprise/services/captain/llm/assistant_action_classifier_service_spec.rb
spec/enterprise/services/captain/llm/assistant_false_promise_service_spec.rb
spec/enterprise/jobs/captain/conversation/response_builder_job_spec.rb`
passed with 112 examples, 0 failures.
- `bundle exec rspec spec/models/concerns/captain_featurable_spec.rb
spec/models/account_spec.rb
spec/controllers/api/v1/accounts/captain/preferences_controller_spec.rb
spec/lib/llm/feature_router_spec.rb` passed with 87 examples, 0
failures.
- `bundle exec rubocop enterprise/app/services/llm/base_ai_service.rb
enterprise/app/services/captain/copilot/chat_service.rb
enterprise/app/services/captain/llm/assistant_chat_service.rb
enterprise/app/services/captain/llm/faq_generator_service.rb
enterprise/app/services/captain/llm/conversation_faq_service.rb
enterprise/app/services/captain/llm/contact_notes_service.rb
enterprise/app/services/captain/llm/contact_attributes_service.rb
enterprise/app/services/captain/llm/assistant_action_classifier_service.rb
enterprise/app/services/captain/llm/assistant_false_promise_service.rb
spec/enterprise/services/llm/base_ai_service_spec.rb
spec/enterprise/services/captain/copilot/chat_service_spec.rb
spec/enterprise/services/captain/llm/assistant_chat_service_spec.rb
spec/enterprise/services/captain/llm/faq_generator_service_spec.rb
spec/enterprise/services/captain/llm/conversation_faq_service_spec.rb
spec/enterprise/services/captain/llm/assistant_action_classifier_service_spec.rb
spec/enterprise/services/captain/llm/assistant_false_promise_service_spec.rb
spec/enterprise/jobs/captain/conversation/response_builder_job_spec.rb`
passed with no offenses.
- `bundle exec ruby -e "require 'yaml'; config =
YAML.load_file('config/llm.yml'); abort('missing
document_faq_generation') unless config.dig('features',
'document_faq_generation'); abort('missing default') unless
config.dig('features', 'document_faq_generation', 'default'); puts
'llm.yml ok'"` passed.
- `git diff --check` passed.

## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
2026-06-25 17:03:07 +05:30
62cbeae95f feat: onboarding inboxes UI (#14565)
After entering their account details, new admins land on an **Inbox
setup** screen that shows what we've already set up for them and lets
them connect their conversation channels without leaving onboarding. It
surfaces the auto-created live chat widget (and Help Center on
Enterprise), highlights channels detected from their website, and offers
a **View all** dialog to connect any supported channel inline.

### Channel status

| Channel | How it connects | Status | PR |
|---|---|---|---|
| Live chat (Website) | Auto-created during setup |  Done |
https://github.com/chatwoot/chatwoot/pull/14314 |
| WhatsApp | Meta embedded signup |  Done |
https://github.com/chatwoot/chatwoot/pull/14619 |
| Facebook | Login + page picker |  Done |
https://github.com/chatwoot/chatwoot/pull/14619 |
| Instagram | OAuth redirect |  Done |
https://github.com/chatwoot/chatwoot/pull/14568 |
| TikTok | OAuth redirect |  Done |
https://github.com/chatwoot/chatwoot/pull/14569 |
| LINE | Inline credential form |  Done | — |
| Telegram | Inline credential form |  Done | — |
| Gmail / Outlook | OAuth (email) | ⚠️ Disabled — coming in a follow-up
| https://github.com/chatwoot/chatwoot/pull/14567 |
| SMS / API / Voice / Other email | — |  Unavailable | — |

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2026-06-25 14:54:07 +05:30
74db16158d feat: migrate dyte integration to cloudflare realtimekit (#14752)
Dyte is sunsetting its existing infrastructure after the Cloudflare
acquisition, so this migrates Chatwoot’s video call integration to
Cloudflare RealtimeKit.

The integration now uses Cloudflare Account ID, RealtimeKit App ID, and
a Cloudflare API token with Realtime Admin permissions. Meeting creation
and participant token generation now call Cloudflare’s RealtimeKit APIs,
while the existing Chatwoot call experience remains unchanged for agents
and customers.

This also adds setup-time credential validation, so admins get clearer
errors when the API token is invalid, the Cloudflare account or
permissions are incorrect, or the RealtimeKit App ID does not belong to
the selected account.

Fixes
https://linear.app/chatwoot/issue/PLA-176/migrate-dyte-integration-to-cloudflare-realtimekit

**How to test**

1. Go to Settings → Integrations → Cloudflare RealtimeKit.
2. Add a Cloudflare Account ID, RealtimeKit App ID, and API token with
Realtime Admin permissions.
3. Confirm the integration saves successfully with valid credentials.
4. Try invalid credentials and confirm the error identifies whether the
token, account/permissions, or app ID is wrong.
5. Start a video call from a conversation and confirm the RealtimeKit
meeting opens.

---------

Co-authored-by: Muhsin <12408980+muhsin-k@users.noreply.github.com>
Co-authored-by: Sony Mathew <sony@chatwoot.com>
2026-06-24 11:04:08 +04:00
Vishnu NarayananandGitHub f66b551c7d revert: Sidebar unread counts for filters (CW-7262) (#14769)
## Description

Reverts [#14726](https://github.com/chatwoot/chatwoot/pull/14726)
(\"feat: Add sidebar unread counts for filters (CW-7262)\"), which
shipped in 4.15.0.

After 4.15.0 rolled out to prod the unread-counts-for-filters code path
caused a cascading incident:

- `Counter#ensure_filters_cache!` fires on every `/unread_counts/index`
and `update_last_seen` request.
- On cache miss it calls `Builder#build_filters_for!`, which:
- invokes `store.clear_user_filters!` -> `delete_matching` -> a Redis
`SCAN_each` over a per-user pattern keyspace, and
- runs 4 fresh SQL passes per user (mentions, participating, unattended,
and per-folder `Conversations::FilterService` queries).
- Threads blocked in the SCAN held their DB connections, the connection
pool exhausted, Sidekiq jobs were discarded with
`ActiveJob::DeserializationError: could not obtain a connection from the
pool`, and the enqueued queue blew past 200K.


Related:
[CW-7262](https://linear.app/chatwoot/issue/CW-7262/unread-counts-for-filters-folders)

## Type of change

- [x] Bug fix (non-breaking change which fixes an issue)
- [ ] New feature (non-breaking change which adds functionality)
- [ ] Breaking change (fix or feature that would cause existing
functionality not to work as expected)
- [ ] This change requires a documentation update

## How Has This Been Tested?


## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
2026-06-17 14:58:48 +04:00
fe6368b42e feat: Add sidebar unread counts for filters (CW-7262) (#14726)
## Description

Extends the conversation unread-count system so the left sidebar can
show unread badges for Mentions, Participating, Unattended, and saved
conversation folders. Folder badges reuse the existing `custom_filters`
conversation filter semantics, store user-scoped Redis sets lazily, and
skip unsupported folder filters so invalid saved folders continue to
render without a badge. The Unattended badge counts all visible unread
open conversations that match the existing unattended conversation
scope.

Closes
-
[CW-7262](https://linear.app/chatwoot/issue/CW-7262/unread-counts-for-filters-folders)

## What changed

- Added user-scoped unread-count Redis keys and cache builders for
mentions, participating conversations, unattended conversations, and
saved folder filters.
- Reused `Conversations::FilterService` through a relation-returning
path so folder counts match the folder conversation list behavior.
- Invalidated user filter caches from mention, participant,
custom-filter, and relevant conversation update events.
- Extended the unread-count endpoint payload and sidebar Vuex/sidebar
rendering for the new badge counts, including the Unattended sidebar
item.
- Added Ruby, Enterprise, request, listener, and frontend store coverage
for the new unread-count dimensions.

## Type of change

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

## How Has This Been Tested?

- Created local validation folders for `john@acme.inc` and confirmed the
unread-count payload includes open, resolved, and high-priority folder
badges while excluding the invalid unsupported folder.
- Added coverage for the Unattended badge rule: all visible unread open
conversations matching `Conversation.unattended`.
- Ran focused unread-count Ruby specs, including service, listener,
request, and Enterprise counter coverage.
- Ran frontend unread-count store specs.
- Ran RuboCop on the touched Ruby files.
- Ran ESLint through the project script; it completed with warnings in
existing unrelated files and no errors.

<img width="369" height="525" alt="Screenshot 2026-06-13 at 10 51 39 PM"
src="https://github.com/user-attachments/assets/36b1d2c4-dac1-4f6f-9c0e-7ef5a6cc2975"
/>

## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [x] Documentation changes are not required for this internal
unread-count behavior
- [x] My changes generate no new warnings
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [x] No dependent downstream changes are required

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2026-06-16 23:46:49 +05:30
41a3ab6dfa feat(companies): add contact company selector (#14496)
Adds a company selector to the contact details form so agents can
associate a contact with an existing company directly from the contact
page.

Closes

- None

Why

Contacts already expose company information through the CRM fields, but
the form only accepted free-text company names. As we split company CRM
work into smaller PRs, this keeps the contact page aligned with the
structured company model while preserving the existing company-name
behavior used by automations.

What changed

- Shows a company dropdown in the contact details form when the
Companies feature is enabled.
- Keeps legacy free-text company names editable when a contact has no
structured `company_id`.
- Allows Enterprise contact create/update APIs to accept account-scoped
`company_id`.
- Syncs `additional_attributes.company_name` when a contact is
associated with a company, including the existing email-domain
auto-association path.
- Serializes `company_id` in the contact model payload so the form can
show the current association.

How to test

1. Enable Companies for an account and open a contact details page.
2. In Edit contact details, use the Company field to select an existing
company.
3. Save the contact and refresh the page.
4. Confirm the selected company remains visible and the contact is
associated with that company.
5. Confirm contacts with only a legacy free-text company name still show
the text input instead of an empty selector.

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Sony Mathew <2040199+sony-mathew@users.noreply.github.com>
2026-06-16 15:29:27 +05:30
27404b4a27 fix: redact sensitive integration secrets from API responses (#14147)
## Summary

The `GET /api/v1/accounts/:id/integrations/apps` endpoint returns raw
secret values (OpenAI API keys, Google service account private keys,
Linear refresh tokens, etc.) in hook settings within the JSON response.
Although gated behind an administrator check, these secrets are visible
in the browser network tab.

This PR filters hook settings through the existing `visible_properties`
whitelist defined in `config/integration/apps.yml`, and adds explicit
whitelists to integrations that were missing them.

Closes #14042

## Bug reproduction

**Setup:** Created an OpenAI integration hook with a fake API key
(`sk-test-secret-12345`).

**Step 1 — Browser Network tab shows raw secrets:**

<img width="1676" height="869" alt="Screenshot 2026-04-24 at 14 32 28"
src="https://github.com/user-attachments/assets/6fc69463-365e-458b-b216-98a7390bf528"
/>


Navigate to Settings > Integrations as an admin. Open DevTools Network
tab and observe the response from `GET
/api/v1/accounts/:id/integrations/apps`. The hook settings contain the
full API key in plaintext:

```json
"hooks": [
  {
    "id": 1,
    "app_id": "openai",
    "settings": {
      "api_key": "sk-test-secret-12345",
      "label_suggestion": false
    }
  }
]
```

**Step 2 — API call confirms the leak:**

```bash
curl -s "http://localhost:3000/api/v1/accounts/2/integrations/apps" \
  -H "access-token: <token>" \
  -H "client: <client>" \
  -H "uid: user@test.com" \
  | jq '.payload[] | select(.id == "openai") | {id, name, hooks: [.hooks[] | {id, app_id, settings}]}'
```

Response:

```json
{
  "id": "openai",
  "name": "OpenAI",
  "hooks": [
    {
      "id": 1,
      "app_id": "openai",
      "settings": {
        "api_key": "sk-test-secret-12345",
        "label_suggestion": false
      }
    }
  ]
}
```

Any admin user can extract the raw API key from the response. The same
applies to other integrations — Dialogflow exposes full Google service
account credentials, Linear exposes refresh tokens, etc.

## After fix

After applying this change, the GET
/api/v1/accounts/:id/integrations/apps endpoint no longer returns
sensitive secret values in hook settings. Instead, the response is
filtered using each integration’s visible_properties whitelist, ensuring
only safe, user-facing fields are exposed. For example, OpenAI
integrations return non-sensitive fields like label_suggestion while
excluding raw API keys. This prevents secrets from being exposed in the
browser network tab or API responses, even for authenticated admin
users.

```bash
curl -X GET "http://localhost:3000/api/v1/accounts/2/integrations/apps" \
  -H "Accept: application/json" \
  -H "Authorization: Bearer eyJhY2Nlc3MtdG9rZW4iOiJqZG5jOWg4TnljaWFJa3JlZkxGQzRnIiwidG9rZW4tdHlwZSI6IkJlYXJlciIsImNsaWVudCI6Ik81bjVnTDFEOVVhbGpwbWxjaHZNanciLCJleHBpcnkiOiIxNzgyMzMyNTA4IiwidWlkIjoidXNlckB0ZXN0LmNvbSJ9" \
  -H "access-token: jdnc9h8NyciaIkrefLFC4g" \
  -H "client: O5n5gL1D9UaljpmlchvMjw" \
  -H "uid: user@test.com" \
  | jq '.payload[] | select(.id == "openai") | {id, name, hooks: [.hooks[] | {id, app_id, settings}]}'
  % Total    % Received % Xferd  Average Speed   Time    Time     Time  Current
                                 Dload  Upload   Total   Spent    Left  Speed
100 10174  100 10174    0     0  33232      0 --:--:-- --:--:-- --:--:-- 33357
{
  "id": "openai",
  "name": "OpenAI",
  "hooks": [
    {
      "id": 1,
      "app_id": "openai",
      "settings": {
        "label_suggestion": false
      }
    }
  ]
}
```

## What changed

- Added `visible_properties` accessor to `Integrations::App` model to
expose the whitelist from config
- Updated `_hook.json.jbuilder` to filter `resource.settings` through
the associated app's `visible_properties` instead of returning the full
hash
- Added `visible_properties` to integrations that were missing it:
  - Linear: `[]` (settings contain refresh_token)
  - Notion: `[]` (OAuth-based, no user-facing settings)
- Slack: `['channel_name']` (UI needs this to display connected channel)
  - Shopify: `[]` (no settings)

App config metadata (`_app.json.jbuilder`) is left unchanged —
hook_type, settings_form_schema, etc. are not secrets and the frontend
depends on them.

## How to test

1. Create an OpenAI integration hook with an API key
2. As an admin, call `GET /api/v1/accounts/:id/integrations/apps`
3. Verify hook settings include `api_key` (whitelisted) but not raw
credential objects
4. For Dialogflow hooks, verify `credentials` (private key JSON) is
excluded while `project_id` is included
5. For Slack hooks, verify `channel_name` is still returned
6. For Linear hooks, verify `refresh_token` is not returned

---------

Co-authored-by: Botshelo Nokoane (Konstruktors) <botshelo@entersekt.com>
Co-authored-by: Sony Mathew <sony@chatwoot.com>
Co-authored-by: Sony Mathew <2040199+sony-mathew@users.noreply.github.com>
2026-06-14 06:53:13 +05:30
4d3196b02f feat: Show unread count for all conversations (#14627)
## Description

Adds the unread count for All Conversations to the left sidebar. The
unread counts API now returns an `all_count` aggregate based on the same
permission-scoped inbox counts already used for sidebar badges, and the
sidebar renders that backend-provided value on the All Conversations
item.

Fixes
[CW-7240](https://linear.app/chatwoot/issue/CW-7240/unread-count-for-all-conversations)

## Type of change

- [ ] Bug fix (non-breaking change which fixes an issue)
- [x] New feature (non-breaking change which adds functionality)
- [ ] Breaking change (fix or feature that would cause existing
functionality not to work as expected)
- [ ] This change requires a documentation update

## How Has This Been Tested?

- `bundle exec rspec
spec/services/conversations/unread_counts/counter_spec.rb
spec/enterprise/services/conversations/unread_counts/counter_spec.rb
spec/controllers/api/v1/accounts/conversations_controller_spec.rb`
- `pnpm test
app/javascript/dashboard/store/modules/specs/conversationUnreadCounts/actions.spec.js
app/javascript/dashboard/store/modules/specs/conversationUnreadCounts/getters.spec.js
app/javascript/dashboard/store/modules/specs/conversationUnreadCounts/mutations.spec.js`
- `pnpm exec eslint
app/javascript/dashboard/components-next/sidebar/Sidebar.vue
app/javascript/dashboard/store/modules/conversationUnreadCounts.js
app/javascript/dashboard/store/modules/specs/conversationUnreadCounts/actions.spec.js
app/javascript/dashboard/store/modules/specs/conversationUnreadCounts/getters.spec.js
app/javascript/dashboard/store/modules/specs/conversationUnreadCounts/mutations.spec.js`
- `bundle exec rubocop
app/services/conversations/unread_counts/counter.rb
spec/services/conversations/unread_counts/counter_spec.rb
spec/enterprise/services/conversations/unread_counts/counter_spec.rb
spec/controllers/api/v1/accounts/conversations_controller_spec.rb`

## Checklist:

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

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2026-06-11 13:05:52 +05:30
Shivam MishraandGitHub d9c07fe2e9 feat: expose onboarding help center generation status (#14671)
This PR adds a reload-safe onboarding Help Center generation status
path. Previously, generation progress was pushed through ActionCable,
which meant the onboarding UI could lose context after a page reload or
missed websocket event. The new endpoint exposes the current generation
id, raw Redis generation state, and Help Center article/category counts
so clients can recover state by fetching from the backend.

**What changed**

- Added an onboarding Help Center generation status endpoint.
- Persisted `help_center_generation_id` when generation is enqueued.
- Removed Help Center generation ActionCable broadcasts completely.
- Kept generation progress in Redis as the backend source of truth.
- Kept Help Center generation out of the onboarding hot path; the
existing onboarding controller does not start generation yet.

**How to test**

1. Start Help Center generation for an account.
2. Fetch the onboarding generation status endpoint and verify it returns
the generation id, Redis state, and article/category counts.
3. Reload the onboarding UI or client state and fetch again to confirm
progress can be recovered without relying on websocket events.
4. Verify skipped/completed generation states are reflected from Redis.

## Related PRs

- https://github.com/chatwoot/chatwoot/pull/14569
- https://github.com/chatwoot/chatwoot/pull/14568
- https://github.com/chatwoot/chatwoot/pull/14567
- https://github.com/chatwoot/chatwoot/pull/14619
- https://github.com/chatwoot/chatwoot/pull/14565 (Primary onboarding
PR)
2026-06-10 16:24:37 +05:30
8a3b129292 fix: Disable re-oauth flow for manual whatsapp (#13599)
Restrict the WhatsApp reauthorization flag to channels whose
provider_config source is 'embedded_signup'. Previously the view exposed
resource.channel.reauthorization_required? for all WhatsApp channels;
now it only returns true when (provider_config || {}).to_h['source'] ==
'embedded_signup' && resource.channel.reauthorization_required?. This
prevents showing reauthorization prompts for manual/API-key flows
(non-OAuth) and safely handles nil provider_config.

# 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  #13553 

## Type of change

Please delete options that are not relevant.

- [x] Bug fix (non-breaking change which fixes an issue)
- [ ] New feature (non-breaking change which adds functionality)
- [ ] Breaking change (fix or feature that would cause existing
functionality not to work as expected)
- [ ] This change requires a documentation update

## How Has This Been Tested?

Please describe the tests that you ran to verify your changes. Provide
instructions so we can reproduce. Please also list any relevant details
for your test configuration.


## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [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
- [ ] Any dependent changes have been merged and published in downstream
modules

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Muhsin <12408980+muhsin-k@users.noreply.github.com>
2026-06-09 11:12:03 +04:00
64c5aeebee feat(help-center): support per-locale portal title, name & header (#14642)
Portals can now override their name, page title and header text per
locale, with a fallback chain of locale override → default locale → base
value. Overrides are stored under portal.config.locale_translations and
validated with a JSON schema.

Editing is exposed as a "Localize content" action in each non-default
locale's menu on the Locale page, and all public-facing portal views
(classic + documentation layouts) render the localized values. The live
chat widget is also loaded in the active portal locale.


<img width="494" height="395" alt="Screenshot 2026-06-03 at 2 48 59 PM"
src="https://github.com/user-attachments/assets/e55a06e8-f20f-4d8a-9352-92fde28a9a19"
/>



https://github.com/user-attachments/assets/f5affbd2-7ad4-415a-b376-57c759fc2aaa

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-04 06:34:12 -07:00
Vinícius FitznerandGitHub b791d75b30 fix(microsoft): prevent OAuth admin consent loop (#13962)
Fixes #9775

## Description

This fixes a repeated admin consent loop in the Microsoft OAuth flow
when connecting a Microsoft email inbox.

Chatwoot was always sending `prompt=consent` in the Microsoft
authorization URL. In the current code path, this parameter is only used
when building the authorization URL and is not required by the callback,
token exchange, token persistence, or refresh flow.

By removing the forced consent prompt, the OAuth flow can proceed
normally without repeatedly sending users back through the admin consent
screen.

## What changed

- removed `prompt: 'consent'` from the Microsoft authorization URL
- added a regression assertion to ensure `prompt` is not included in the
generated URL

## Why this is safe

- `redirect_uri`, `scope`, and `state` remain unchanged
- callback and token exchange flow remain unchanged
- refresh token flow remains unchanged
- no other part of the current Microsoft inbox flow depends on forcing a
consent screen

## Testing

- updated controller spec to assert that the generated authorization URL
does not include `prompt`
2026-06-03 12:05:25 +05:30
Sony MathewandGitHub 87df43bdd0 revert: restore conversation unread count feature flag (#14623)
This reverts #14610 so conversation unread counts are again controlled
by the `conversation_unread_counts` feature flag across the API,
ActionCable broadcasts, notifier/listener paths, and dashboard sidebar
fetching.

## Closes
- None

## What changed
- Restores feature-flag checks for conversation unread count reads and
broadcasts.
- Restores the dashboard feature flag constant and sidebar/store
behavior for disabled unread counts.
- Restores the specs that cover disabled-feature behavior.

## How to test
- In an account with `conversation_unread_counts` enabled, verify
sidebar unread counts are fetched and updated in real time.
- Disable `conversation_unread_counts` for the account and verify unread
count requests/broadcasts are skipped.
2026-06-02 21:11:48 +05:30
Sony MathewandGitHub 88e2661ca6 feat(conversations): remove unread count feature flag (CW-7237) (#14610)
## Description

Make conversation unread counts always available at runtime by removing
account feature checks from the API endpoint, unread-count listener,
notifier, and ActionCable broadcast path.

Update the dashboard to fetch sidebar unread counts for the active
account without checking FEATURE_FLAGS.CONVERSATION_UNREAD_COUNTS, and
remove the now-unused store clear action that only supported the
disabled state.

Keep the feature entry in config/features.yml to preserve flag bit
order, but mark it enabled and deprecated so fresh installs default to
the always-on behavior while feature-management UI hides it.

Leave existing installation default rows untouched; no migration is
included, so upgraded installs may still store the old flag value but
runtime behavior no longer depends on it.

Update specs around the new always-on contract and remove obsolete
disabled-feature assertions.

Fixes # CW-7237

## Type of change

Please delete options that are not relevant.

- [x] Bug fix (non-breaking change which fixes an issue)
- [ ] New feature (non-breaking change which adds functionality)
- [ ] Breaking change (fix or feature that would cause existing
functionality not to work as expected)
- [ ] This change requires a documentation update

## How Has This Been Tested?

Update specs around the new always-on contract and remove obsolete
disabled-feature assertions. Ran specs locally for the changes.


## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
2026-06-02 14:35:37 +05:30
Shivam MishraandGitHub a3ffb48a47 refactor(onboarding): use separate onboarding controller (#14507)
Depends on: https://github.com/chatwoot/chatwoot/pull/14370

This PR creates a new onboarding controller, this allows more control
that the default account update API. Allowing us to spin tasks and
update details required specifically during the onboarding flow
2026-06-01 13:34:11 +05:30
b981ba766f feat: support bulk label removal (#14534)
Adds bulk label removal alongside the existing assign-label action for
conversations and contacts, so teams can clean up labels across selected
records without opening each item individually.

For conversations, the remove dropdown is scoped to labels that are
actually applied across the current selection — so agents no longer see
(or accidentally "remove") labels that aren't on any of the selected
items. For contacts, the dropdown still lists all account labels for
now; label data isn't carried on the contact list payload today, so
scoping the contact remove menu cleanly is being tracked as a follow-up.

## Closes

N/A

## How to test

- Open the conversation list, select multiple conversations, open
**Remove labels**, and confirm the dropdown only lists labels that are
applied to at least one selected conversation. Pick a label and confirm
it's removed from the selection.
- Open Contacts, select multiple contacts, use **Remove Labels**, choose
a label, and confirm the selected contacts are refreshed without that
label.
- Verify **Assign Labels** still works for conversations and contacts,
and continues to show every available label.

## What changed

- Adds an `action` prop to the shared `BulkLabelActions` dropdown so it
can render in `assign` or `remove` mode.
- Wires conversation bulk remove to the existing `labels.remove` backend
path and filters the dropdown to the union of labels applied across the
selected conversations.
- Adds contact bulk remove support through
`Contacts::BulkRemoveLabelsService`, routed by
`Contacts::BulkActionService`.
- Raises contact label save failures instead of reporting a successful
bulk action when a contact update is invalid.

## Follow-ups

- Scope the contact remove dropdown to applied labels (needs a
lightweight endpoint, or eventually `cached_label_list` on `Contact`).

## Verification

Conversation bulk remove selector:

<img width="1680" height="1050" alt="Conversation bulk remove label
selector"
src="https://github.com/user-attachments/assets/2dba4a06-c497-45e1-85b0-e700164b6b2f"
/>

Contact bulk remove selector:

<img width="1680" height="1050" alt="Contact bulk remove label selector"
src="https://github.com/user-attachments/assets/b3b89959-5978-4064-b5f9-82b1a3e571dc"
/>

Video proof:


https://github.com/user-attachments/assets/fffafe19-4e1c-4e2a-a135-c7182c06bb4d

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
2026-05-26 15:23:51 +05:30
27f2c2b392 feat: Unread Count: added api, store refresher, invalidation and events (2/3)[CW-6851] (#14369)
# Pull Request Template

## Description

This is the second PR in a series of PRs for Introducing unread counts
in the sidebar for inboxes and labels.

In this PR:

* added api for unread counts 
* Added the store refresher and invalidation with event listeners
* Added action cable event
* Added specs for the changes

Issue:
https://linear.app/chatwoot/issue/CW-6851/support-unread-conversation-counts

## Type of change

Please delete options that are not relevant.

- [ ] Bug fix (non-breaking change which fixes an issue)
- [x] New feature (non-breaking change which adds functionality)
- [ ] Breaking change (fix or feature that would cause existing
functionality not to work as expected)
- [ ] This change requires a documentation update

## How Has This Been Tested?

Please describe the tests that you ran to verify your changes. Provide
instructions so we can reproduce. Please also list any relevant details
for your test configuration.


## Checklist:

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

---------

Co-authored-by: Sojan Jose <sojan@pepalo.com>
2026-05-20 17:36:09 +05:30
6560dbb68d feat: Add an option on the dashboard to allow switching help center layout (#14491)
<img width="633" height="431" alt="Screenshot 2026-05-18 at 12 32 55 PM"
src="https://github.com/user-attachments/assets/682d4c5f-4c76-465b-8d2f-92fbc2bb2a40"
/>

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
2026-05-19 06:42:48 -07:00
3253e863ed fix: validate OpenAI hook credentials (#14068)
# Pull Request Template

## Description

- Validates openai key while configuring hooks
- added backfill logic

Fixes # (issue)

## Type of change

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


## How Has This Been Tested?

Please describe the tests that you ran to verify your changes. Provide
instructions so we can reproduce. Please also list any relevant details
for your test configuration.
locally

<img width="1710" height="1234" alt="CleanShot 2026-04-15 at 16 15
02@2x"
src="https://github.com/user-attachments/assets/3d319fe0-19f9-4fd0-9308-74987daac2e1"
/>

<img width="2884" height="1136" alt="CleanShot 2026-05-11 at 19 22
53@2x"
src="https://github.com/user-attachments/assets/5eae8650-985b-4c4a-af42-35f7175ff52d"
/>



## Checklist:

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

---------

Co-authored-by: Vishnu Narayanan <iamwishnu@gmail.com>
2026-05-18 14:08:57 +05:30
5f6bd951b9 fix: portals#create returns 500 when custom_domain is omitted (#14400)
## Description

`POST /api/v1/accounts/:account_id/portals` returns a generic 500
(`{"status":500,"error":"Internal Server Error"}`) whenever the request
body omits `custom_domain`. Root cause: `parsed_custom_domain` calls
`URI.parse(@portal.custom_domain)` and `URI.parse(nil)` raises
`URI::InvalidURIError`. Existing callers either had to know to pass
`"custom_domain": ""` as a workaround or hit a 500 with no useful
diagnostic.

This PR guards `parsed_custom_domain` against blank values so the
existing fall-through (`else @portal.custom_domain`) applies —
equivalent to passing an empty string.

It also moves the `process_attached_logo` guard from the helper into the
`create` call site so `create` mirrors `update` (`process_attached_logo
if params[:blob_id].present?`) and avoids an unnecessary signed-blob
lookup on every create that doesn't include a logo.

Fixes #14397

## Type of change

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

## How Has This Been Tested?

Two new request specs in
`spec/controllers/api/v1/accounts/portals_controller_spec.rb` covering
the regression:

- `creates portal when custom_domain is omitted from request body` — the
previously-broken case, now returns 200.
- `creates portal when custom_domain is blank` — verifies the existing
workaround (`"custom_domain": ""`) still works after the change.

Manually verified against `chatwoot/chatwoot:latest` Docker image before
the fix (500) and against this branch (200) using the curl repro from
the issue.

```bash
curl -X POST "https://<host>/api/v1/accounts/<account_id>/portals" \
  -H "Content-Type: application/json" \
  -H "api_access_token: <token>" \
  -d '{"name":"Test Portal","slug":"test-portal","color":"#3b82f6"}'
```

Before: `{"status":500,"error":"Internal Server Error"}`
After: `200 OK` with the portal payload.

## 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 (no doc
change needed — controller behaviour, fully backward-compatible)
- [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: Sojan Jose <sojan@pepalo.com>
2026-05-15 11:11:18 +05:30
dc332dd93e feat: add attachments endpoint for contact media view (#14391)
# Pull Request Template

## Description

This PR adds an endpoint to fetch all attachments shared with or by a
contact across all of their conversations.

Results are scoped based on the access:
* Admins can access all attachments
* Agents can access attachments only from inboxes they belong to
* Custom role agents are further filtered based on their conversation
permissions

Each attachment payload includes `conversation_id`, allowing the UI to
deep-link back to the source conversation.

Added `GET
/api/v1/accounts/:account_id/contacts/:contact_id/attachments` under the
existing contacts scope.

Fixes
https://linear.app/chatwoot/issue/CW-7021/add-media-view-to-the-contact-details-page

## 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
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules

---------

Co-authored-by: Sojan Jose <sojan@pepalo.com>
2026-05-14 21:34:39 +05:30
13f66e3a88 fix: incorrect scope across controllers (#14459)
Co-authored-by: Sojan Jose <sojan@pepalo.com>
2026-05-14 20:34:18 +05:30
202403873d feat: Ability to specify the authentication type for imap server (#12306)
# Pull Request Template

## Description

This PR adds IMAP authentication mechanism selection to Chatwoot's email
inbox configuration. Users can now choose between 'plain', 'login', and
'cram-md5' authentication methods when configuring IMAP settings,
providing flexibility for different email providers that require
specific authentication types.

https://github.com/chatwoot/chatwoot/issues/8867

The implementation includes:
- Frontend dropdown with numeric keys (1, 2, 3) matching SMTP auth style
- Backend API validation for allowed authentication mechanisms
- Consistent 'cram-md5' format throughout the codebase
- Updated IMAP service to handle different auth types properly

This feature maintains consistency with existing SMTP authentication
options and follows the established UI/UX patterns in the application.

## Type of change

Please delete options that are not relevant.

- [x] New feature (non-breaking change which adds functionality)
- [ ] Bug fix (non-breaking change which fixes an issue)
- [ ] 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?

### Manual Testing:
- Tested in Docker environment
- Verified IMAP auth dropdown appears in inbox settings
- Confirmed all three auth mechanisms (plain, login, cram-md5) can be
selected and saved
- Tested API validation by attempting to save invalid auth mechanisms

### Automated Testing:
- Updated existing IMAP service tests to use consistent lowercase values
- Updated API controller tests for authentication parameter handling
- All tests pass locally with the new changes

### Test Configuration:
- Tested with both new and existing inbox configurations

## 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

## Additional Notes

- This feature is backward compatible and doesn't break existing IMAP
configurations
- The 'cram-md5' format is used consistently throughout (UI, API,
storage, services)
- Net::IMAP compatibility is maintained by converting to 'CRAM-MD5'
internally
- Follows the same pattern established by SMTP authentication
configuration

---------

Co-authored-by: João Santos <joao.santos@madigital.eu>
Co-authored-by: Sony Mathew <sony@chatwoot.com>
2026-05-08 16:40:15 +05:30
9c1d1c4070 feat(labels): remove label associations asynchronously on delete (#13531)
## Summary
- Remove label deletion dependency on association cleanup by deleting
immediately and enqueueing a background job.
- Add `Labels::RemoveAssociationsJob` to strip deleted label references
from tagged conversations and contacts.
- Keep this version simple by removing the label count/prompt
requirement requested.

## Implementation notes
- Enqueue job from `Api::V1::Accounts::LabelsController#destroy` with
label title + account id.
- Background work performed in `Labels::DestroyService`.

## References
- Linear issue:
https://linear.app/chatwoot/issue/CW-4765/cw-2857-enhancement-removing-labels-is-inconsistent
- GitHub issue: https://github.com/chatwoot/chatwoot/issues/1249

## Testing
- `bundle exec rspec
spec/controllers/api/v1/accounts/labels_controller_spec.rb
spec/services/labels/destroy_service_spec.rb
spec/jobs/labels/remove_associations_job_spec.rb
spec/services/labels/update_service_spec.rb`
- `bundle exec rubocop
app/controllers/api/v1/accounts/labels_controller.rb
app/jobs/labels/remove_associations_job.rb
spec/controllers/api/v1/accounts/labels_controller_spec.rb
spec/jobs/labels/remove_associations_job_spec.rb
spec/services/labels/destroy_service_spec.rb`

---------

Co-authored-by: Sony Mathew <sony@chatwoot.com>
Co-authored-by: Sony Mathew <2040199+sony-mathew@users.noreply.github.com>
2026-05-08 13:40:36 +05:30
5c6ea78ce6 fix(security): Enforce admin authorization on custom attribute definitions API (#14392)
Custom attribute definitions can now only be created, edited, or deleted
by administrators, matching the existing settings UI restriction.
Previously, an agent could call the `custom_attribute_definitions` API
directly and modify account configuration that they couldn't reach
through the dashboard — a Broken Access Control vulnerability reported
externally.

Fixes
https://linear.app/chatwoot/issue/CW-7038/broken-access-control-on-custom-attribute-definitions-api

## How to test

1. Sign in as an agent.
2. Try to create a custom attribute by calling `POST
/api/v1/accounts/<id>/custom_attribute_definitions` directly (the
settings page is hidden for agents — use curl with the agent's
`api_access_token`).
3. Expect `401 Unauthorized` with body `{"error":"You are not authorized
to do this action"}`. Repeat for `PATCH` and `DELETE`.
4. Sign in as an administrator and confirm create/edit/delete still work
from Settings → Custom Attributes.
5. As either role, the listing endpoint (`GET
.../custom_attribute_definitions`) should still succeed — agents need
this to render attributes in conversation and contact panels.

Co-authored-by: Muhsin <12408980+muhsin-k@users.noreply.github.com>
2026-05-08 11:42:23 +04:00
Sivin VargheseandGitHub 8f532f45ff feat: add attachments section to conversation sidebar (#14371) 2026-05-06 15:13:51 +05:30
Sojan JoseandGitHub 00ba468486 fix(macros): disable public visibility for agents (#14349) 2026-05-06 15:10:11 +05:30
224556fd1b feat: onboarding account details with enriched data [UPM-17][UPM-18] (#13979)
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2026-04-28 10:35:51 +05:30
b0aa844a32 fix(portals): handle integer blob_id in process_attached_logo without 500 (#14274)
Updating portal settings (name, header text, page title, homepage link)
on a portal that already has a logo attached returns 500. The error is
\`NoMethodError: undefined method 'valid_encoding?' for an instance of
Integer\`. The fix is a two-character change in
\`process_attached_logo\`.

Closes #13300

## Root cause

\`ActiveStorage::Blob.find_signed\` expects a signed ID string (e.g.
\`"eyJfcmFpbH..."\`). Internally it calls \`valid_encoding?\` on the
argument to validate the signature payload — a method that exists on
\`String\` but not \`Integer\`.

When a portal already has a logo, the frontend includes the blob's raw
database integer ID (e.g. \`blob_id: 170\`) in the update request
payload. The controller passes this integer directly to \`find_signed\`,
which immediately raises \`NoMethodError\` before any database query is
made.

\`\`\`ruby
# before, crashes when blob_id is an Integer
blob_id = params[:blob_id]
blob = ActiveStorage::Blob.find_signed(blob_id)  # NoMethodError here
@portal.logo.attach(blob)
\`\`\`

## What changed

\`\`\`ruby
# after, safe for any input type
blob = ActiveStorage::Blob.find_signed(params[:blob_id].to_s)
@portal.logo.attach(blob) if blob
\`\`\`

\`.to_s\` on an Integer produces a plain decimal string (\`"170"\`),
which is not a valid signed ID. \`find_signed\` returns \`nil\` for any
invalid signature rather than raising, so the nil guard prevents a
broken \`attach\` call. The existing logo remains attached and the
settings update succeeds.

## Trade-offs considered

| Option | Decision |
|---|---|
| \`find(blob_id)\` when input is an Integer | Bypasses signature
verification — any authenticated user knowing a blob ID could attach
arbitrary files to a portal. Security risk. Rejected. |
| Raise a 422 for non-string blob_id | Overly strict — the frontend
sending an integer is pre-existing behaviour this PR shouldn't break. |
| Silently no-op for invalid blob_id (chosen) | Correct product
behaviour: if no valid signed upload is provided, leave the logo
unchanged. The settings update still succeeds. |

## Known limitation

The correct long-term fix is also on the frontend: it should only send
\`blob_id\` when attaching a **new** upload (using the signed ID from
the direct-upload flow), not when re-submitting the existing logo's raw
database integer ID. This PR makes the server robust against the current
frontend behaviour without requiring a coordinated frontend change.

## How to reproduce

1. Create a Help Center portal and upload a logo
2. Update any text field via \`PUT /api/v1/accounts/:id/portals/:slug\`
while including \`blob_id: <integer>\` in the payload
3. Observe 500 with \`NoMethodError: undefined method 'valid_encoding?'
for an instance of Integer\`

After this fix, the request returns 200, settings are updated, and the
existing logo is preserved.

Co-authored-by: Ramalau Debeila <rdebeila@datacentrix.co.za>
2026-04-28 01:14:51 +05:30