6474 Commits
Author SHA1 Message Date
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
0a25a0ef66 fix(whatsapp): log manual transfer only for embedded signup migrations (#15032)
The `[WHATSAPP_MANUAL_TRANSFER] success` log introduced in #14975 to
track embedded signup → manual migrations was firing on any WhatsApp
credential change — including routine `api_key` rotations on inboxes
that were already manually configured — inflating the migration count.
The log now fires only for the actual migration, and uses a new tag so
log searches don't match the older over-counted entries.

## How to reproduce

1. On a manually configured WhatsApp Cloud inbox, update the API key
from inbox settings → Configuration.
2. Before this change, the app log records a `[WHATSAPP_MANUAL_TRANSFER]
success` line even though no migration happened; after this change it
stays silent.
3. Switching an embedded signup inbox to manual setup still logs the
migration (now as `[WHATSAPP_EMBEDDED_TO_MANUAL] success`).

## What changed

- `Channel::Whatsapp#log_credentials_transfer` now keys off the
migration's unique signal — `provider_config['source']` changing from
`embedded_signup` to absent — instead of diffing credential keys.
- Renamed the log tag from `WHATSAPP_MANUAL_TRANSFER` to
`WHATSAPP_EMBEDDED_TO_MANUAL` (success and failure lines) so the
corrected entries are searchable without matching pre-fix false
positives.

🤖 Generated with [Claude Code](https://claude.com/claude-code)

---------

Co-authored-by: Muhsin <12408980+muhsin-k@users.noreply.github.com>
2026-07-16 13:35:20 +04:00
Sivin VargheseandGitHub 0fccb7dacd feat: stage edits to published articles as drafts (#14842) 2026-07-16 12:44:10 +05:30
PranavandGitHub f1a07657e9 fix(whatsapp): restore embedded signup reauthorization banner (#15035)
Show the reauthorization banner whenever an embedded signup inbox has a
reauthorization error instead of suppressing it when the manual
migration flow is enabled. Reword the manual migration banner and dialog
as a recommendation to reconnect with your own Meta app, and switch
their styling from amber warning to blue info.
2026-07-16 12:28:30 +05:30
9cb6c501b5 fix: html/body background not applied in appearance mode (#13989)
# Pull Request Template

## Description

This PR fixes the white background bleed visible in the widget, article
viewer, and Help Center when dark mode is active.
This change was previously merged but later reverted due to a background
being added for the unread bubble.

Reverted PR: https://github.com/chatwoot/chatwoot/pull/13955,
https://github.com/chatwoot/chatwoot/pull/13981

**What was happening**

While scrolling, the `<body>` element retained a white background in
dark mode. This occurred because dark mode classes were only applied to
inner container elements, not the root.

**What changed**

* **Widget:** Updated the `useDarkMode` composable to sync the `dark`
class to `<html>` using `watchEffect`, allowing `<body>` to inherit dark
theme variables. Also added background styles to `html`, `body`, and
`#app` in `woot.scss`.
* **Help center portal:** Moved `bg-white dark:bg-slate-900` from
`<main>` to `<body>` in the portal layout so the entire page background
responds correctly to dark mode, including within the widget iframe.
* **ArticleViewer:** Replaced hardcoded `bg-white` with `bg-n-solid-1`
to ensure better theming.


Fixes
https://linear.app/chatwoot/issue/CW-6704/widget-body-colour-not-implemented

## Type of change

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

## How Has This Been Tested?

### Screencasts

### Before

**Widget**


https://github.com/user-attachments/assets/e0224ad1-81a6-440a-a824-e115fb806728

**Help center**


https://github.com/user-attachments/assets/40a8ded5-5360-474d-9ec5-fd23e037c845



### After

**Widget**


https://github.com/user-attachments/assets/dd37cc68-99fc-4d60-b2ae-cf41f9d4d38c

<img width="347" height="265" alt="image"
src="https://github.com/user-attachments/assets/89460b36-c8ed-4579-9737-c258c6fe5da5"
/>


**Help center**


https://github.com/user-attachments/assets/bc998c4e-ef77-46fa-ac7f-4ea16d912ce3




## 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
- [ ] 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>
2026-07-16 12:21:01 +05:30
Vishnu NarayananandGitHub ab01ab7853 fix(perf): back off conversation meta polling when the count is unknown (#15031)
## Description

The conversation sidebar counts (`GET /conversations/meta`) are polled
on a debounced cadence selected from the last known conversation count
(`allCount` in the `conversationStats` store).

`allCount` starts at `0` and is only set after a **successful** meta
response. When the meta query is slow or failing under load, `allCount`
stays `0`, which selected the fastest cadence, so every client polled as
aggressively as possible exactly when the endpoint was already
struggling. On large accounts with many concurrent agents this
multiplies into sustained load that keeps the query slow, a
self-reinforcing loop.

This PR makes two changes:

1. **Treat an unknown count (`0`) as a large account** and poll at the
slowest cadence instead of the fastest (`getMetaDebounceKey`, extracted
as a pure, testable function). This breaks the failure loop.
2. **Raise the debounce intervals across all tiers** so counts are
polled less frequently under sustained activity:
   - fast: max 1 poll / 2s -> 1 / 5s
   - mid: 1 / 10s -> 1 / 20s
   - slow (large/unknown accounts): 1 / 20s -> 1 / 30s

First-load counts still render immediately (the debounce fires on the
leading edge for the very first call), so the higher intervals only
affect the sustained poll rate, not initial render.

## Type of change

- [x] Bug fix (non-breaking change which fixes an issue)
2026-07-16 11:41:28 +05:30
Aakash BakhleandGitHub 6d74ff9477 fix(captain): make assistant switcher scrollable (#15027) 2026-07-16 10:44:22 +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
Aakash BakhleandGitHub 9c68eed676 fix(captain): send custom tool API key headers (#15008)
Captain custom tools configured with API key authentication now send the
configured key in the requested HTTP header. Existing tools begin
working without needing to be recreated or reconfigured, while
credentials remain protected across redirects.

## How to reproduce

1. Create a Captain custom tool using API Key authentication.
2. Configure `X-API-Key` as the header name and save the tool.
3. Invoke the tool and inspect the incoming request.
4. Before this change, the API key header is absent; after this change,
the configured endpoint receives it.

## What changed

The UI persists API key authentication as `name` and `key`, but the
request builder also required an unused `location: header` property. The
request builder now treats API key authentication as header-based,
matching the only mode exposed by the UI.

Custom authentication headers are also registered as sensitive with
`SafeFetch`. They are retained for the configured endpoint and
same-origin redirects, but stripped when a redirect crosses origins to
prevent credential leakage. Factory, request, and redirect specs cover
the real UI payload and both public and private-network fetch paths.
2026-07-15 22:43:30 +05:30
Aakash BakhleandGitHub 6d38b4d39c fix(captain): improve complex migration instructions (#15002)
Improves Captain V1 → V2 migration for complex legacy instructions so
mandatory triggers, workflows, language rules, and escalation behavior
remain active while query-dependent product knowledge is prepared as
pending FAQ candidates.

## What changed

- Added explicit preservation rules for mandatory triggers, verification
steps, escalation conditions, exceptions, and language behavior.
- Added an auditor that checks the draft and fixes any issues before
manual review.
- Kept the existing migration application contract and schema limits
unchanged
- Added focused regression coverage for the complex-prompt classifier
contract.

## How to reproduce

Generate a migration draft for an assistant with dense legacy
instructions containing mandatory handoff triggers, verification rules,
product facts, and multi-step workflows. The resulting draft should keep
actions active, place query-dependent facts in FAQ candidates, and avoid
silently dropping or reversing source requirements.

Focused Captain migration specs and RuboCop checks pass locally.
2026-07-15 14:51:51 +05:30
Aakash BakhleandGitHub fd625981e9 fix(captain): keep custom tools available in Captain V2 (#15015)
Captain V2 assistants can now use every enabled custom tool from their
account through the main assistant. The change keeps existing custom
tool access when an assistant has no migrated scenarios, so switching
from V1 does not remove the capability without warning.

## How to reproduce

1. Create and enable an account custom tool.
2. Use an assistant with no custom instructions and no generated
scenarios.
3. Enable Captain V2 for the account.
4. Before this change, the main assistant receives only FAQ lookup and
handoff. After this change, it also receives the enabled account custom
tool.

## What changed

The main V2 assistant now loads enabled custom tools through its account
association. Scenario agents still load only the tools named in their
scenario instructions. The account custom tool limit keeps the added
tool count bounded.

Focused model coverage verifies enabled tools, disabled tools, account
isolation, FAQ lookup, and handoff. Existing V1 assistant, V2 scenario,
and V2 runner coverage passes. RuboCop passes.
2026-07-15 11:35:57 +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
Muhsin KelothandGitHub 8b4f3e226e revert: "fix(meta): disable Instagram replies on Cloud during restriction" (#15020)
Reverts chatwoot/chatwoot#15005
2026-07-14 14:59:41 -07:00
Aakash BakhleandGitHub 2ac55c8728 fix(captain): honor mandatory handoff guidelines (#15003)
Ensures Captain follows explicit mandatory-transfer rules from active
Response Guidelines and Guardrails instead of allowing the generic
consent-first fallback to override those rules.

## What changed

- Made explicit transfer requirements take precedence over generic
consent-first handoff defaults only when their condition matches.
- Added explicit Response Guideline and Guardrail transfer rules to the
human-handoff protocol.
- Added focused prompt regression coverage.

## How to reproduce

Configure a Response Guideline or Guardrail that requires immediate
transfer for a specific condition, then send a request matching that
condition. Captain should invoke the human-handoff path without asking
the user to consent again. Unmatched requests continue to use the
existing consent-first fallback.

The assistant prompt renderer, agent prompt context, and focused
regression specs pass locally.
2026-07-14 19:38:43 +05:30
9328f8739c fix: clear whatsapp webhook override when manual cloud inbox is deleted (#15010)
Deleting a manually-configured WhatsApp Cloud inbox left its
phone-number-level webhook override still pointing at Chatwoot on Meta's
side. The number kept routing inbound events to us after the inbox was
gone, which blocked the customer's own app — subscribed separately on
the same WABA — from receiving messages, since the phone-level override
takes priority over the app-level subscription. Deleting the inbox now
releases the override, as it already did for embedded-signup inboxes.

## What changed

The setup and teardown paths gated on opposite halves of the same
condition. `Channel::Whatsapp#should_auto_setup_webhooks?` sets the
override for `whatsapp_cloud` inboxes where `source !=
'embedded_signup'` (i.e. manual ones), while
`Whatsapp::WebhookTeardownService#should_teardown_webhook?` only cleared
it when `source == 'embedded_signup'`. The two sets are disjoint, so
manual inboxes were exactly the ones that set an override on create and
never cleared it on destroy. Embedded-signup inboxes were unaffected
because `EmbeddedSignupService` calls `setup_webhooks` explicitly.

Dropping the `source` check from the teardown guard is the whole fix.
Manual `whatsapp_cloud` channels can't persist without `api_key`,
`phone_number_id` and `business_account_id` (`validate_provider_config`
verifies all three against Meta), so the remaining presence guards and
both API calls have everything they need. The WABA-level `DELETE
/subscribed_apps` now also fires for manual inboxes when the last one on
a WABA is removed, which is symmetric with manual setup subscribing the
app in the first place; the token only unsubscribes the app it belongs
to, so a customer's separate app subscription is untouched.

This fixes the leak going forward. Numbers already stranded still need
the override cleared with the customer's own token, since we no longer
hold their `api_key` once the inbox is deleted.

## How to reproduce

1. Create a WhatsApp Cloud inbox using manual API keys (not embedded
signup).
2. Confirm the override is set: `GET
/v22.0/{phone_number_id}?fields=webhook_configuration` shows
`phone_number` pointing at your Chatwoot install.
3. Delete the inbox.
4. Before this change, the override still points at Chatwoot. After it,
`webhook_configuration` no longer carries the phone-level override and
events fall back to the WABA/app-level subscription.

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2026-07-14 15:05:27 +05:30
3e03f8da1e chore(whatsapp): log warning when Cloud API template sync fails (#15004)
WhatsApp Cloud API template sync currently fails silently — if the Graph
API call errors (expired token, rate limit, permission issue), the
channel simply keeps its stale templates with no trace in the logs. This
adds a warning log when the template fetch fails, so failed syncs are
visible and debuggable.

## What changed

- `Whatsapp::Providers::WhatsappCloudService#fetch_whatsapp_templates`
now logs a warning with the account id, inbox id, HTTP status code, and
Meta's error message when the response is not successful.
- The inbox id uses safe navigation since sync also runs from the
channel's `after_create` callback, before the inbox record exists.
- The request URL is intentionally not logged, as it contains the access
token as a query param.

## How to reproduce

1. Set up a WhatsApp Cloud inbox with an invalid/expired `api_key`.
2. Trigger a template sync (Inbox settings → sync templates, or wait for
the scheduler).
3. Previously nothing was logged; now a `[WHATSAPP] Template sync failed
for account ... inbox ...` warning appears in the Rails logs.

🤖 Generated with [Claude Code](https://claude.com/claude-code)

---------

Co-authored-by: Muhsin <12408980+muhsin-k@users.noreply.github.com>
2026-07-14 13:35:10 +04:00
280756b483 fix(meta): disable Instagram replies on Cloud during restriction (#15005)
Agents can no longer send replies in Instagram conversations on Chatwoot
Cloud while the temporary Meta platform restriction is active. The reply
box locks into Private Note mode — the same behavior as an expired
24-hour reply window — so teams can still collaborate internally, with
the existing amber restriction banner above the conversation explaining
why. Self-hosted installations are unaffected.

Follow-up to #14974.


## How to test

1. On a Chatwoot Cloud environment (`isOnChatwootCloud` true), open any
Instagram conversation.
2. The composer should be locked to Private Note mode: the Reply/Private
Note toggle is disabled, and sending creates a private note — even for
conversations within the 24-hour reply window.
3. Switching between conversations should keep the composer in Private
Note mode for Instagram conversations.
4. On a self-hosted environment, Instagram conversations should behave
as before (reply allowed within the messaging window).

Co-authored-by: Muhsin <12408980+muhsin-k@users.noreply.github.com>
2026-07-14 13:30:19 +04:00
Aakash BakhleandGitHub 102f19fe41 feat(captain): add FAQ suggestion data model (1/3) (#14977)
Resolved conversations need a separate suggestion layer so repeated FAQ
signals can be grouped without creating untrusted knowledge entries.
This PR adds the persistence foundation only; it introduces no
user-facing behavior by itself.

## Closes

-
[CW-7495](https://linear.app/chatwoot/issue/CW-7495/backend-llm-changes-to-make-conversation-faqs-as-signalssuggestions)
(stacked PR 1/3; the issue is complete after the full stack lands)

## What changed

- Added `captain_faq_suggestions` with question, answer, embedding,
source count, and review status.
- Added `captain_faq_observations` to retain conversation-level signals.
- Added Captain assistant, account, and conversation associations.
- Added vector and lookup indexes for semantic grouping.

## How to test

This layer has no standalone UI behavior. Apply the migration and
confirm Captain assistants can persist open FAQ suggestions with
attached conversation observations.
2026-07-14 14:31:08 +05:30
1b6a80d84d fix(captain): improve conversation completion evaluation (#14967)
# 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
https://linear.app/chatwoot/issue/AI-136/check-conversation-status-while-auto-resolving

- After 60mins of inactivity, we run a job that decides if pending
conversations are resolvable or need handoff
- the prompt was a bit conservative and didn't have conversation state
context

## Type of change

Please delete options that are not relevant.

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

## How Has This Been Tested?

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

## 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>
2026-07-14 11:45:40 +05:30
Shivam MishraandGitHub 9c444315a6 feat: add api_and_webhooks feature flag reconciled from billing plan (#14972)
This introduces a new `api_and_webhooks` account feature flag that will
control access to the token-authenticated API and account webhooks. The
flag is part of the Startup plan features, so paid plans — including
trials of paid plans — get it through the billing reconcile, while
accounts on the default (Hacker) plan don't, with
`manually_managed_features` available as a per-account override. The
flag defaults to enabled, and nothing enforces it yet, so this PR is
behavior-neutral — enforcement lands in a follow-up.

## What changed

- Added `api_and_webhooks` to `features.yml` (first flag on the
`feature_flags_ext_1` column, default enabled).
- Added the flag to `STARTUP_PLAN_FEATURES` in
`Enterprise::Billing::ReconcilePlanFeaturesService`, so all paid tiers
get it and the default plan loses it on reconcile.
- Added the flag to the manually manageable features list so it can be
granted per account via Super Admin.

```rb
# Enables the api_and_webhooks feature for all existing accounts and marks it
# as manually managed so cloud billing reconciles never strip it.
#
# NOT committed to source control — run manually on production.
#
# Usage:
#   bundle exec rails runner enable_api_and_webhooks.rb
#   ACCOUNT_ID=123 bundle exec rails runner enable_api_and_webhooks.rb
#
# Idempotent: accounts already grandfathered are skipped; safe to re-run.

probe = Internal::Accounts::InternalAttributesService.new(Account.new)
abort 'api_and_webhooks is not in valid_feature_list — deploy the feature flag PR first.' unless probe.valid_feature_list.include?('api_and_webhooks')

account_id = ENV.fetch('ACCOUNT_ID', nil)
accounts = account_id.present? ? Account.where(id: account_id) : Account.all

abort "Account with ID #{account_id} not found" if account_id.present? && accounts.empty?

total = accounts.count
puts "Grandfathering api_and_webhooks for #{total} account(s)..."
puts "Started at: #{Time.current}"

updated = 0
skipped = 0
errored = 0

accounts.find_each(batch_size: 500) do |account|
  service = Internal::Accounts::InternalAttributesService.new(account)
  features = service.manually_managed_features

  if features.include?('api_and_webhooks') && account.feature_enabled?('api_and_webhooks')
    skipped += 1
  else
    service.manually_managed_features = features + ['api_and_webhooks'] unless features.include?('api_and_webhooks')
    account.enable_features!('api_and_webhooks')
    updated += 1
  end

  processed = updated + skipped + errored
  puts "Processed #{processed}/#{total}..." if (processed % 1000).zero?
rescue StandardError => e
  errored += 1
  puts "Account #{account.id}: FAILED - #{e.message}"
end

puts "Done! Updated: #{updated}, Skipped: #{skipped}, Errored: #{errored}, Total: #{total}"
```
2026-07-13 18:20:36 +05:30
df7f137657 feat: add captain sessions model [CW-7485] (#14970)
This adds a `captain_sessions` table to log every Captain run, starting
with Assistant Responses and Copilot Responses. Each session records the
assistant, model, credits consumed, the FAQs/documents/scenario that
contributed to the response, and the full run context — giving customers
visibility into how a response was generated and giving us durable stats
on credit, FAQ, and document usage (which today only exist as ephemeral
trace metadata and an aggregate account counter).

## What changed

- New `Captain::Session` model with a `session_type` enum (`assistant`,
`copilot`). The subject (`Conversation` / `CopilotThread`) and result
(`Message` / `CopilotMessage`) classes are inferred from the session
type, so the table stores plain `subject_id` / `result_id` ids.
`result_id` is nullable so failed runs that still consumed credits can
be logged.
- Composite indexes on `[session_type, subject_id]`, `[session_type,
result_id]`, and `[account_id, session_type, created_at]` for lookup and
usage-stats queries.
- Factory and model specs.

This PR is schema + model only; the writer/instrumentation that records
sessions from the assistant and copilot flows will follow.

---------

Co-authored-by: Sony Mathew <sony@chatwoot.com>
2026-07-13 18:18:20 +05:30
Vishnu NarayananandGitHub 056b5eb89d fix: avoid full scan in IMAP email dedup on large inboxes (#14981)
## Description

`Imap::BaseFetchEmailService#email_already_present?` used
`find_by(source_id:)`, which inherits `Message`'s `default_scope {
order(created_at: :asc) }`, adding an `ORDER BY created_at ASC LIMIT 1`
to what is only a presence check.

On inboxes with a large message history, that `ORDER BY` lets Postgres
satisfy the sort by walking `index_messages_on_created_at` instead of
the selective `index_messages_on_source_id`. For a not-yet-seen
`source_id` (every new email) it can scan the whole table before
returning, taking seconds per message. The dedup loop runs with no IMAP
activity in between, so the idle socket is dropped by the mail server
and the fetch job aborts with `closed stream`. The inbox then stops
ingesting mail entirely, while smaller inboxes on the same server keep
working.

`exists?` issues `SELECT 1 ... LIMIT 1` with no `ORDER BY`, so the
planner uses `index_messages_on_source_id` regardless of table size. No
schema change is required. The fix lives in the shared base class, so it
covers both the IMAP and Microsoft fetch paths.

Fixes #14682
2026-07-13 18:15:25 +05:30
08260f3be7 feat: show crawled document details and FAQ counts in Captain (#14863)
- Add a document details view that surfaces crawled content, source
metadata, and generated FAQ counts.
- Rename the document card action to open details and show the FAQ count
inline in the list.
- Return `responses_count` from the documents API efficiently and expose
document content in the show payload.
- Update related Captain copy to reflect the new details-oriented flow. 


**Preview**
<img width="1640" height="1596" alt="CleanShot 2026-06-26 at 09 25
15@2x"
src="https://github.com/user-attachments/assets/0c408fae-7d37-422a-8869-ece466292cb1"
/>

---------

Co-authored-by: Muhsin <12408980+muhsin-k@users.noreply.github.com>
Co-authored-by: Sony Mathew <sony@chatwoot.com>
Co-authored-by: Sony Mathew <2040199+sony-mathew@users.noreply.github.com>
2026-07-13 17:47:00 +05:30
11c65f3b9a feat: Intercom import workflow (#14922)
## Description

Adds an admin-only Intercom import workflow under Settings > Data.
Admins can connect an Intercom access token, start named historical
contact/conversation imports, monitor active and previous import runs,
review paginated skip/error logs, download skip logs, and route imported
conversations into source-bucket API inboxes that can be renamed later.

The import path stores durable source mappings, batches Intercom
contact/conversation pages through Sidekiq, records already-imported
records as skipped, and writes historical messages without normal
outbound delivery callbacks. The PR also includes the Intercom import
PRD/TDD document for review context.

Closes
[CW-7519](https://linear.app/chatwoot/issue/CW-7519/explore-intercom-import)

## 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)
- [x] This change requires a documentation update

## How Has This Been Tested?

Tested importing using actual data through integration.

Screenshots:

<img width="1800" height="948" alt="Screenshot 2026-07-02 at 10 48
48 PM"
src="https://github.com/user-attachments/assets/e74d9ed6-0bca-47de-b6ef-e589afcddfde"
/>
<img width="1800" height="1008" alt="Screenshot 2026-07-02 at 10 49
03 PM"
src="https://github.com/user-attachments/assets/1bd12fdb-0a47-4287-ac1d-ea308e70a9cd"
/>
<img width="1800" height="1005" alt="Screenshot 2026-07-02 at 10 49
21 PM"
src="https://github.com/user-attachments/assets/3d8145f5-1794-4cc3-b3fa-de5cd80e6ca3"
/>
<img width="1800" height="1002" alt="Screenshot 2026-07-02 at 10 49
38 PM"
src="https://github.com/user-attachments/assets/6f818efd-4193-43c2-84eb-66970dca4490"
/>


Passed locally:

```sh
eval "$(rbenv init -)" && bundle exec rspec spec/models/data_import_spec.rb spec/jobs/data_import_job_spec.rb spec/requests/api/v1/accounts/data_imports_spec.rb spec/requests/api/v1/accounts/integrations/intercom_spec.rb spec/jobs/data_imports/intercom/import_jobs_spec.rb spec/services/data_imports/intercom/importer_spec.rb spec/services/data_imports/intercom/placeholder_inbox_builder_spec.rb spec/services/data_imports/intercom/source_bucket_spec.rb
```

```sh
eval "$(rbenv init -)" && bundle exec rubocop app/controllers/api/v1/accounts/data_imports_controller.rb app/controllers/api/v1/accounts/integrations/intercom_controller.rb app/jobs/data_imports/intercom app/models/data_import.rb app/models/data_import_error.rb app/models/data_import_item.rb app/models/data_import_mapping.rb app/models/integrations/hook.rb app/policies/data_import_policy.rb app/policies/hook_policy.rb app/services/data_imports/intercom db/migrate/20260702000000_expand_data_imports_for_intercom_imports.rb db/migrate/20260702000001_create_data_import_items.rb db/migrate/20260702000002_create_data_import_mappings.rb db/migrate/20260702000003_create_data_import_errors.rb spec/jobs/data_imports/intercom spec/requests/api/v1/accounts/data_imports_spec.rb spec/requests/api/v1/accounts/integrations/intercom_spec.rb spec/services/data_imports/intercom
```

```sh
pnpm exec eslint app/javascript/dashboard/api/dataImports.js app/javascript/dashboard/api/integrations.js app/javascript/dashboard/routes/dashboard/settings/data/Index.vue app/javascript/dashboard/routes/dashboard/settings/data/Show.vue app/javascript/dashboard/routes/dashboard/settings/data/data.routes.js app/javascript/dashboard/routes/dashboard/settings/data/importStatus.js app/javascript/dashboard/routes/dashboard/settings/integrations/Intercom.vue app/javascript/dashboard/routes/dashboard/settings/integrations/integrations.routes.js app/javascript/dashboard/routes/dashboard/settings/settings.routes.js app/javascript/dashboard/components-next/sidebar/Sidebar.vue app/javascript/dashboard/routes/dashboard/settings/inbox/Index.vue
```

```sh
git diff --check
```

Note: the RSpec boot logs the existing local `chatwoot_dev` purge
warning because other database sessions are open, then continues and
completes with 52 examples, 0 failures.

## 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
- [x] 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

---------

Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
2026-07-13 15:25:07 +05:30
8fc5c7a5c8 feat: add captain general guidelines migration helpers (#14909)
This PR adds internal tooling and planning docs for migrating existing
Captain assistant instructions into the new General Guidelines
structure.


**Summary**

This PR adds a controlled migration path for moving existing Captain V1
assistant instructions into the structured Captain architecture.

It introduces a classifier that reads the current `config.instructions`
and produces reviewed migration drafts with separate sections for:

- assistant description / business context
- response guidelines
- guardrails
- scenario candidates
- conversation messages
- FAQ/document candidates
- needs-review items

The migration is intentionally staged. It only targets V1-style
assistants that still have custom instructions, are connected to
inboxes, and do not already have structured response guidelines,
guardrails, or scenario records.

When applied, the task writes the extracted business context to the
assistant description, response guidelines to `response_guidelines`,
guardrails to `guardrails`, and stores scenario candidates / FAQ
candidates / review notes under `config["assistant_migration"]`.
Scenario candidates are also flattened into response guidelines for now
so customer behavior is preserved before we create real
`Captain::Scenario` records in a later rollout.

The applier stores the original assistant values under migration
metadata so conversation message config can be restored if needed. It
does not create scenario records yet.

**How to generate drafts**

For specific assistant IDs:

```bash
bundle exec rake captain:assistant_migration:generate \
  IDS=546,636,819 \
  LIMIT=0 \
  OUTPUT=tmp/captain_migration_drafts.jsonl
```

For the first 50 eligible assistants:

```bash
bundle exec rake captain:assistant_migration:generate \
  OUTPUT=tmp/captain_migration_drafts.jsonl
```

For all eligible assistants:

```bash
bundle exec rake captain:assistant_migration:generate \
  LIMIT=0 \
  OUTPUT=tmp/captain_migration_drafts.jsonl
```

**How to apply drafts**

Dry run first:

```bash
bundle exec rake captain:assistant_migration:apply \
  INPUT=tmp/captain_migration_drafts.jsonl \
  DRY_RUN=true
```

Apply changes:

```bash
bundle exec rake captain:assistant_migration:apply \
  INPUT=tmp/captain_migration_drafts.jsonl \
  DRY_RUN=false
```

**How to restore conversation messages**

If extracted `welcome_message`, `handoff_message`, or
`resolution_message` need to be reverted to their pre-migration values:

```bash
bundle exec rake captain:assistant_migration:restore_messages \
  IDS=546,636,819 \
  DRY_RUN=true
```

```bash
bundle exec rake captain:assistant_migration:restore_messages \
  IDS=546,636,819 \
  DRY_RUN=false
```

**Notes**

- `LIMIT=0` means no limit.
- `generate` overwrites the output file.
- The apply task skips assistants that are no longer V1 migration
candidates.
- This PR does not create `Captain::Scenario` records; scenario
candidates are staged in assistant config for a future migration.

---------

Co-authored-by: Muhsin <12408980+muhsin-k@users.noreply.github.com>
Co-authored-by: aakashb95 <aakashbakhle@gmail.com>
Co-authored-by: Aakash Bakhle <48802744+aakashb95@users.noreply.github.com>
2026-07-13 14:56:09 +05:30
Shivam MishraandGitHub 7caa4e0bbc fix: pin pnpm version in CircleCI node orb install step (#14999)
CI runs were failing because the CircleCI Node orb's pnpm auto-install
step matches the wrong "version" field in pnpm's package.json, producing
an invalid install command since pnpm 11.12.0.

Ref: https://github.com/CircleCI-Public/node-orb/issues/262

### What changed
- Pinned `pnpm-version: 10.2.0` (matching `packageManager` in
`package.json`) on all three `node/install-pnpm` steps in
`.circleci/config.yml`, bypassing the orb's broken version
auto-detection.
2026-07-13 14:48:47 +05:30
Tanmay Deep SharmaandGitHub 9c10fe4eb1 fix: default assignment age exclusion (#14998)
## Description
Auto-assignment was skipping the 7-day staleness check entirely for
inboxes that don't have an assignment policy attached. Those inboxes
would pull unassigned conversations of any age off the backlog and hand
them to agents — including conversations untouched for months — while
the activity log still credited "Default Policy" for the assignment.
This makes the default behaviour match what that label implies: with no
policy configured, conversations with no activity in the last 7 days are
now excluded, the same window a freshly created policy uses.

## Type of change

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


## Checklist:

- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [ ] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
2026-07-13 14:01:47 +05:30
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
b560720e08 feat: allow switching embedded signup whatsapp embedded inboxes to manual setup (#14975)
Since embedded signup has been disabled on production, WhatsApp inboxes
that were created through it have no way to be managed going forward.
This PR lets admins transfer an embedded signup inbox to a manual Cloud
API setup: the inbox settings Configuration tab now shows the webhook
verification token and a "Switch to Manual Setup" form (pre-populated
with the Phone Number ID, Business Account ID, and API key stored during
the embedded signup journey) instead of the old Reconfigure button.

Saving the form updates the channel's `provider_config` without the
`source: embedded_signup` marker, so the inbox becomes a regular
manually-configured WhatsApp Cloud inbox. The backend re-validates the
submitted credentials against Meta before accepting the change.

## How to test

1. Open the settings page of a WhatsApp inbox created via embedded
signup → Configuration tab.
2. The Reconfigure button is gone; you see the webhook verification
token and a Switch to Manual Setup form pre-filled with the stored
credentials.
3. Configure the webhook in your own Meta app using the verification
token, enter a permanent access token from that app, and click "Switch
to Manual Setup".
4. On success the page switches to the standard manual configuration
view (verify token, API key update), and messaging continues to work
with the new credentials. Invalid credentials are rejected with an
error.

## What changed

- `ConfigurationPage.vue`: replaced the embedded-signup Reconfigure
section (and the hidden reauthorize component) with the manual transfer
form.
- New `WHATSAPP_MANUAL_TRANSFER_*` translation keys.

---------

Co-authored-by: Muhsin <12408980+muhsin-k@users.noreply.github.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
2026-07-13 13:48:38 +05:30
Aakash BakhleandGitHub cc87429903 feat(captain): expand assistant description limit (#14985)
# Pull Request Template

## Description

Increases description for Captain.

Why?
We are planning to include business context in description and 255 char
limit on the column and 200 char limit on the UI are very limiting to
get proper context.

## Type of change

Improvement to accommodate business context

## 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

## Checklist:

- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [ ] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
2026-07-13 12:59:36 +05:30
98154bbeab fix(meta): show restriction alerts for inbox setup (#14974)
Instagram inbox creation and WhatsApp embedded signup on Chatwoot Cloud
now reflect the temporary Meta restriction. Instagram is hidden from
onboarding on Cloud, while the regular Instagram inbox creation page
shows a disabled action with a status-linked amber warning. WhatsApp
embedded signup on Cloud stays visible with its connect action disabled.
WhatsApp Call setup always uses the manual WhatsApp form.

Existing Instagram conversations and Instagram inbox settings on Cloud
also show amber warning banners with the public incident link.
Self-hosted installations keep their existing Instagram, WhatsApp, and
WhatsApp Call setup behavior because the temporary restriction is based
only on the Chatwoot Cloud environment check.

---------

Co-authored-by: Muhsin <12408980+muhsin-k@users.noreply.github.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2026-07-10 16:22:49 +04:00
Sivin VargheseandGitHub 03a1b1dbc1 chore: insert resolved variable value in reply editor (#14921)
# Pull Request Template

## Description

This PR makes reply editor variables insert their resolved value (for
example, the contact's name) instead of the raw `{{contact.name}}`
placeholder, matching canned response behavior. This works both when
picking a variable from the `{{` menu and when an agent manually types
out `{{contact.name}}` — it resolves the moment the closing `}}` is
typed.

If a variable has no value, the `{{placeholder}}` is kept so the backend
can still resolve it when the message is sent. Private notes are left
untouched.

For safety, a resolved value that itself contains Liquid syntax `({{ }}`
or `{% %})` also keeps its placeholder, so customer-controlled fields
can never inject Liquid into the outgoing message.

Fixes
https://linear.app/chatwoot/issue/CW-7528/reply-editor-inserts-variable-placeholder-instead-of-the-value

## Type of change

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

## How Has This Been Tested?

1. Open a conversation and add a reply.
2. Type `{{` and pick a variable that has a value (e.g. Contact name) →
it inserts the actual value.
3. Manually type `{{contact.name}}` and close the braces → it
auto-resolves to the value.
4. Insert/type a variable with no value → the `{{placeholder}}` stays;
confirm it resolves correctly on send.
5. Repeat in a private note → placeholders are left as-is.


## 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
2026-07-10 17:24:34 +05:30
Sony MathewandGitHub 848e94bcf2 fix: throttle filtered unread count rebuilds (#14980)
Reduces database pressure from filtered unread-count cache rebuilds
during high-traffic account rollouts by serving stale snapshots longer
and limiting inline saved-filter rebuild fanout.

## Closes

None

## What changed

- Increase filtered unread-count refresh throttling from 30 seconds to 5
minutes.
- Increase the stale snapshot window from 30 minutes to 1 hour.
- Reduce inline saved-filter count rebuilds per request from 10 to 3.
- Update unread-count specs to assert refresh and stale behavior through
the shared constants.

## How to test

- Enable `conversation_unread_counts` and `unread_count_for_filters` for
an account with conversation custom filters.
- Open the dashboard and verify unread-count badges still return values.
- Mutate conversations and verify stale filtered counts are served while
rebuilds are throttled, instead of repeatedly rebuilding every 30
seconds.
2026-07-10 17:23:00 +05:30
Tanmay Deep SharmaandGitHub 56dc580f50 feat: support manual setup for WhatsApp calls inbox creation (#14976)
Re-enables the "WhatsApp Calls" inbox creation option, which disappeared
when embedded signup was disabled on production. The channel card now
only requires the `channel_voice` account feature, and the creation flow
offers the manual WhatsApp Cloud API setup form. Once the channel is
created with manual credentials, calling is enabled automatically — the
same post-setup step the embedded signup flow used to perform.

When an installation has embedded signup configured, the flow still uses
it; the manual form is the fallback (and the effective path on Chatwoot
Cloud today).

## How to test

1. Enable the `channel_voice` feature on the account.
2. Go to Add Inbox → the "WhatsApp Calls" card is visible again → select
it.
3. Fill in the manual Cloud API credentials (inbox name, phone number,
phone number ID, business account ID, API key) and submit.
4. The inbox is created and calling is enabled:
`provider_config.calling_enabled` is true and the Calls tab toggle is
on. If the number isn't enrolled in the Business Calling API, an alert
explains the enable failure but the messaging inbox is still created.

## What changed

- `ChannelItem.vue`: the `whatsapp_call` card is gated only on
`channel_voice` (previously also required the embedded signup app ID).
- `CloudWhatsapp.vue`: new `enableCallingOnComplete` prop that calls the
enable-calling API after channel creation.
- `WhatsappCall.vue`: renders embedded signup when available, otherwise
the manual setup form — both with calling enabled on completion.
2026-07-10 15:24:14 +05:30
35fcd56ba9 feat: add support action to suspended account page (#14969)
Updates the suspended account page with the revised policy copy and adds
a visible Contact support action that opens the embedded Chatwoot
support widget.

Co-authored-by: Muhsin <12408980+muhsin-k@users.noreply.github.com>
2026-07-09 16:45:47 +04:00
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
8d2ef4ec5e feat: assistant overview drilldown reports [CW-7408] (#14920)
<img width="2616" height="1716" alt="CleanShot 2026-07-09 at 14 22
42@2x"
src="https://github.com/user-attachments/assets/504e58df-0243-4cb9-a811-62504fdcb0ac"
/>

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Sony Mathew <sony@chatwoot.com>
2026-07-09 16:25:22 +05:30
bddb561546 chore: improve account suspended message (#14968)
Updates the suspended account screen copy to use clearer policy and
safety-oriented language, while giving users a direct support path if
they believe the suspension is a mistake.

Co-authored-by: Muhsin <12408980+muhsin-k@users.noreply.github.com>
2026-07-09 13:01:08 +04:00
Vishnu NarayananandGitHub 20227403ce fix: return public contact inbox payload after update (#14946)
# Pull Request Template

## Description
This keeps the public inbox contact update response on the public
contact inbox serializer shape after applying the contact identify
update.

## 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 to not work as expected)
- [ ] This change requires a documentation update

## How Has This Been Tested?

- `bundle exec rspec
spec/controllers/public/api/v1/inbox/contacts_controller_spec.rb`

## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my own code
- [ ] I have commented 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

Fixes
[https://linear.app/chatwoot/issue/CW-6937](https://linear.app/chatwoot/issue/CW-6937)
Fixes
[https://linear.app/chatwoot/issue/CW-7464](https://linear.app/chatwoot/issue/CW-7464)
Fixes
[https://linear.app/chatwoot/issue/CW-7457](https://linear.app/chatwoot/issue/CW-7457)
2026-07-09 13:50:01 +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
Muhsin KelothandGitHub 8d554f2b74 chore(inbox): disable Instagram inbox creation (#14964)
Reverts chatwoot/chatwoot#14955
2026-07-09 10:02:02 +04:00
Sony MathewandGitHub 4854fb7b4b chore: upgrade websocket-driver (#14961)
# Pull Request Template

## Description

Updates `websocket-driver` from `0.7.7` to `0.8.2` to resolve the
bundle-audit findings for CVE-2026-54463, CVE-2026-54464,
CVE-2026-54465, and GHSA-2x63-gw47-w4mm.

This is a lockfile-only transitive dependency update through Rails
Action Cable. No application code changes are included.

Fixes # (issue)
N/A

## Type of change

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

## How Has This Been Tested?

- `bundle exec bundle audit update && bundle exec bundle audit check -v`
- `bundle check && bundle exec ruby -e 'require "action_cable"; require
"action_cable/connection/client_socket"; require "websocket/driver";
puts "actioncable=#{ActionCable::VERSION::STRING}"; puts
"websocket-driver=#{Gem.loaded_specs["websocket-driver"].version}"; puts
"driver_rack=#{WebSocket::Driver.respond_to?(:rack)}"'`
- `POSTGRES_DATABASE=chatwoot_test_3d6a RAILS_ENV=test bundle exec rails
db:prepare && POSTGRES_DATABASE=chatwoot_test_3d6a bundle exec rspec
spec/listeners/action_cable_listener_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 (not applicable; lockfile-only change)
- [ ] I have made corresponding changes to the documentation (not
applicable; dependency security update)
- [x] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works (not applicable; dependency security update)
- [x] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules (not applicable)
2026-07-08 15:52:40 -07:00
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
Shivam MishraandGitHub b9536fb8ed fix: use reserved example domain in SAML placeholders (#14958) 2026-07-08 21:55:38 +05:30
Sony MathewandGitHub 873d16f54c feat: Extend account feature flag storage (#14947)
# Pull Request Template

## Description

Extends account-level feature flags by adding a second bigint bitset
column, `feature_flags_ext_2`, while preserving the existing
`flag_shih_tzu` feature check and enable/disable APIs. Existing flags
continue to live on `feature_flags`; future flags can opt into the
extension column through `config/features.yml` metadata.

Fixes
[CW-7238](https://linear.app/chatwoot/issue/CW-7238/feature-flag-extension)

## Type of change

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

## How Has This Been Tested?

- `eval "$(rbenv init -)" && RAILS_ENV=test
POSTGRES_DATABASE=chatwoot_test_31a6 bundle exec rspec
spec/models/concerns/featurable_spec.rb spec/models/account_spec.rb
spec/lib/config_loader_spec.rb
spec/controllers/platform/api/v1/accounts_controller_spec.rb
spec/controllers/super_admin/accounts_controller_spec.rb
spec/enterprise/models/account_spec.rb` - 144 examples, 0 failures
- `eval "$(rbenv init -)" && bundle exec rubocop
app/models/concerns/featurable.rb app/models/account.rb
db/migrate/20260706215758_add_feature_flags_ext_2_to_accounts.rb
spec/models/concerns/featurable_spec.rb spec/models/account_spec.rb
spec/lib/config_loader_spec.rb spec/enterprise/models/account_spec.rb` -
7 files inspected, no offenses detected
- `ruby -ryaml -e "features =
YAML.safe_load(File.read('config/features.yml')); abort unless
features.size == 63; puts features.group_by { |f| f['column'] ||
'feature_flags' }.transform_values(&:size).inspect"` - `{"feature_flags"
=> 63}`
- `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
- [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
2026-07-08 17:38:26 +05:30
d3c588ff10 chore(inbox): re-enable Instagram inbox creation (#14955)
Brings the Instagram channel back in inbox creation and onboarding.
Instagram was temporarily disabled along with WhatsApp embedded signup
in #14943; this re-enables Instagram while keeping WhatsApp embedded
signup and WhatsApp Call inbox creation disabled.

Fixes https://linear.app/chatwoot/issue/CW-7549/enable-instagram

Co-authored-by: Muhsin <12408980+muhsin-k@users.noreply.github.com>
2026-07-08 17:37:46 +05:30
Tanmay Deep SharmaandGitHub f6c18f5225 feat: account calls dashboard index endpoint (#14780)
## Description

Adds a backend endpoint that powers an account-wide calls dashboard,
letting users list and filter all calls in the account.

## Linear Ticket
- https://linear.app/chatwoot/issue/UPM-28/voice-call-dashboard-view

## Type of change

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

## Checklist:

- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [ ] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
2026-07-08 15:31:03 +05:30
Sojan JoseandGitHub 0e07a27c74 fix: enforce inbox limits at model level (#14949)
Fixes https://linear.app/chatwoot/issue/CW-7559/inbox-limit-abuse

## Why

The regular inbox API checked limits in the controller, but WhatsApp
embedded signup creates inboxes through a service using `Inbox.create!`.
That let Enterprise account inbox limits be skipped for embedded signup.

## What this change does

- Adds an Inbox create-time validation hook in OSS and implements the
limit check in the Enterprise Inbox module.
- Removes the duplicate controller/helper limit check so the model is
the single enforcement point.
- Preserves the existing `402 Payment Required` API response for account
inbox limit failures.
- Keeps updates to existing inboxes allowed when an account is already
at its inbox limit.

## Validation

- `bundle exec rspec
spec/controllers/api/v1/accounts/inboxes_controller_spec.rb
spec/enterprise/models/inbox_spec.rb`
2026-07-08 13:18:07 +04:00