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>
Standardizes the contact company import/filter/automation contract on
`company_name`.
Closes#14096
Revives #9907
## Why
Contact company is read across the current CRM/contact UI from
`additional_attributes['company_name']`, but CSV import and a few
backend filter/automation paths still used the older `company` key. That
meant imported company values could be saved in a place the dashboard,
sorting, filters, and automation conditions did not consistently read
from.
Based on the production data check, the legacy `company` automation
configuration is effectively dead: the affected account did not have
contacts populated with `additional_attributes['company']`. So this PR
intentionally avoids adding long-term fallback behavior and uses
`company_name` as the single key going forward.
## What changed
- Contact CSV import now writes only `company_name` into
`additional_attributes['company_name']`.
- The example contact import CSV now uses the `company_name` header.
- Contact company sorting/filter config now uses `company_name`.
- Automation condition config now uses `company_name`.
- Existing standard automation conditions with `attribute_key:
'company'` are migrated to `company_name`.
- Existing saved contact filters with standard `attribute_key:
'company'` are migrated to `company_name`.
- Custom attributes named `company` are preserved and are not rewritten
by the migration.
## How to test
- Import a contact CSV with a `company_name` column and confirm the
Contact Company field is populated.
- Sort contacts by Company and confirm imported contacts are ordered
correctly.
- Create/edit an automation with Company as a condition and confirm it
saves with `company_name`.
- Verify existing saved contact filters and automation rules using the
old standard `company` key are migrated to `company_name`.
---------
Co-authored-by: Claude <noreply@anthropic.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
Adds Skooma-based OpenAPI validation so SDK-facing request specs can
assert that documented request and response contracts match real Rails
behavior. This also upgrades the spec to OpenAPI 3.1 and fixes contract
drift uncovered while validating core application and platform
resources.
Closes
None
Why
We want CI to catch OpenAPI drift before it reaches SDK consumers. While
wiring validation in, this PR surfaced several mismatches between the
documented contract and what the Rails endpoints actually accept or
return.
What this change does
- Adds Skooma-backed OpenAPI validation to the request spec flow and a
dedicated OpenAPI validation spec.
- Migrates nullable schema definitions to OpenAPI 3.1-compatible unions.
- Updates core SDK-facing schemas and payloads across accounts,
contacts, conversations, inboxes, messages, teams, reporting events, and
platform account resources.
- Documents concrete runtime cases that were previously missing or
inaccurate, including nested `profile` update payloads, multipart avatar
uploads, required profile update bodies, nullable inbox feature flags,
and message sender types that include both `Captain::Assistant` and
senderless activity-style messages.
- Regenerates the committed Swagger JSON and tag-group artifacts used by
CI sync checks.
Validation
- `bundle exec rake swagger:build`
- `bundle exec rspec spec/swagger/openapi_spec.rb`
---------
Co-authored-by: Sojan Jose <sojan@pepalo.com>
## Summary
- Add `has_more` to contacts search API response to enable infinite
scroll without expensive count queries
- Set `count` to the number of items in the current page instead of
total count
- Implement "Load more" button for contacts search results
- Keep existing contacts visible while loading additional pages
## Changes
### Backend
- Add `fetch_contacts_with_has_more` method that fetches N+1 records to
determine if more pages exist
- Return `has_more` in search endpoint meta response
- Set `count` to current page size instead of total count
### Frontend
- Add `APPEND_CONTACTS` mutation for appending contacts without clearing
existing ones
- Update search action to support `append` parameter
- Add `ContactsLoadMore` component with loading state
- Update `ContactsListLayout` to support infinite scroll mode
- Update `ContactsIndex` to use infinite scroll for search view
We have been encountering errors in the community pipeline for the
contacts sort by country spec. Upon investigation, it was discovered
that the spec assumes the country code is used for sorting. However, the
sorting actually relies on the country attribute.
The payload from a previous spec run indicates that none of the contact
objects include the country attribute. This fix addresses the issue by
aligning the spec with the actual implementation logic.
Here’s an example payload from the previous spec run for reference:
<img width="1063" alt="Screenshot 2025-01-31 at 6 17 44 PM"
src="https://github.com/user-attachments/assets/df9b26e8-c5d0-432a-9d2a-16f76cb66967"
/>
This pull request enhances the export contacts feature by adding a confirmation step before exporting. Previously, clicking the export button would trigger the export action without confirmation.
Additionally, it ensures that only the intended recipient receives the export email, addressing the previous behaviour where all administrators received it.
Fixes: #8504
Co-authored-by: Sojan Jose <sojan@pepalo.com>
fixes: #3853
- Introduced DISABLE_GRAVATAR Global Config, which will stop chatwoot from making API requests to gravatar
- Cleaned up avatar-related logic and centralized it into the avatarable concern
- Added specs for the missing cases
- Added migration for existing installations to move the avatar to attachment, rather than making the API that results in 404.
Added the ability to update the contact's avatar via API and Dashboard.
- Contact create and update APIs can now accept avatar attachment parameters [form data].
- Contact create and update endpoints can now accept the avatar_url parameter.[json]
- API endpoint to remove a contact avatar.
- Updated Contact create/edit UI components with avatar support
Fixes: #3428
- API to fetch info of a single inbox
- Document passing custom_attributes in the API
- Ability to filter contacts with contact identifier in search API
- Add endpoint which lists inboxes through which a contact can be contacted
- Conversation creation API auto-creates contact_inbox for specific channels [ Twilio, email, api]
- Ability to send the initial message payload along with the conversation creation
- Fixes#1678 ( issue saving additional attributes for conversation )
* Chore: Enable Users to create multiple accounts
Addresses: #402
- migrations to split roles and other attributes from users table
- make changes in code to accommodate this change
Co-authored-by: Pranav Raj Sreepuram <pranavrajs@gmail.com>
