Commit Graph
1642 Commits
Author SHA1 Message Date
Shivam Mishra e1e05e103e Merge branch 'develop' of github.com:chatwoot/chatwoot into feat/rollup-refactor 2026-03-13 10:45:19 +05:30
d6d38cdd7d feat: captain decides if conversation should be resolved or kept open (#13336)
# Pull Request Template

## Description

captain decides if conversation should be resolved or open

Fixes
https://linear.app/chatwoot/issue/AI-91/make-captain-resolution-time-configurable

Update: Added 2 entries in reporting events:
`conversation_captain_handoff` and `conversation_captain_resolved`

## Type of change

Please delete options that are not relevant.

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

LLM call decides that conversation is resolved, drops a private note
<img width="1228" height="438" alt="image"
src="https://github.com/user-attachments/assets/fb2cf1e9-4b2b-458b-a1e2-45c53d6a0158"
/>

LLM call decides conversation is still open as query was not resolved
<img width="1215" height="573" alt="image"
src="https://github.com/user-attachments/assets/2d1d5322-f567-487e-954e-11ab0798d11c"
/>


## 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: Sojan Jose <sojan@pepalo.com>
2026-03-13 10:03:58 +05:30
Shivam Mishra 5454f5bfe1 refactor: frontend IANA 2026-03-12 13:45:42 +05:30
Sojan JoseandGitHub 199dcd382e fix: Skip redundant contact saves in ContactIdentifyAction (#13778)
When the SDK sends identify calls with identical payloads (common on
every page load), `save!` fires even though no attributes changed. While
Rails skips the actual UPDATE SQL, it still opens a transaction, runs
all callbacks (including validation queries like `Contact Exists?`), and
triggers `after_commit` hooks — all for a no-op.

This adds a `changed?` guard before `save!` to skip it entirely when no
attributes have actually changed.

**How to test**

- Trigger an identify call via the SDK with a contact's existing
attributes (same name, email, custom_attributes, etc.)
- The contact should not fire a save (no transaction, no callbacks)
- Trigger an identify call with a changed attribute — save should work
normally

**What changed**

- `ContactIdentifyAction#update_contact`: guard `save!` with `changed?`
check
- Added specs to verify `save!` is skipped for unchanged params and
avatar job still enqueues independently
2026-03-11 21:40:38 -07:00
Shivam Mishra 5e2fb35b0c refactor: derive summary selects from metric registry 2026-03-11 19:41:55 +05:30
Shivam Mishra c2b81f9ea9 refactor: aggregate backfill rollups in sql 2026-03-11 19:33:33 +05:30
Shivam Mishra 34a2e72d19 refactor: remove dead timeseries wrappers 2026-03-11 19:26:52 +05:30
Shivam Mishra 629133b56a refactor: share report timeseries builder 2026-03-11 19:21:26 +05:30
Shivam Mishra 7fcf04a3a4 refactor: extend reporting metric registry 2026-03-11 19:21:06 +05:30
Shivam Mishra 9939b3bcfa refactor: unify summary report data source contract 2026-03-11 19:13:21 +05:30
Shivam Mishra efb4a2feca refactor: route reports through data sources 2026-03-11 18:59:19 +05:30
Shivam Mishra 692b05766b refactor: add report data sources 2026-03-11 18:58:52 +05:30
Shivam Mishra cdcb540e71 feat: add reporting metric registry 2026-03-11 18:58:30 +05:30
Shivam Mishra ee6c0b3138 style: fix example length 2026-03-11 18:26:11 +05:30
Shivam Mishra d50050b328 refactor: use upsert_all 2026-03-11 18:24:41 +05:30
Shivam Mishra 455c46288e feat: remove team from rollup 2026-03-11 18:20:03 +05:30
6e46be36c8 fix: Add fix to only allow confirmed agents to used in Agent Assingments at Macros/Automations (#13225)
# Pull Request Template

## Description

Unconfirmed agents (pending email verification) were incorrectly
appearing in the "assign agent" dropdown for macros and automations.
This fix filters out unconfirmed agents from these dropdowns and adds
backend validation to prevent assignment of unconfirmed agents.

Fixes #13223

## Type of change

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

## How Has This Been Tested?

**Backend tests:**
```bash
docker compose run --rm rails bundle exec rspec spec/services/action_service_spec.rb
```
- Added tests for confirmed agent assignment (should succeed)
- Added tests for unconfirmed agent assignment (should be skipped)

**Frontend tests:**
```bash
docker compose run --rm rails pnpm test app/javascript/dashboard/composables/spec/useMacros.spec.js
```
- Updated mocks to use `getVerifiedAgents` getter

**Manual testing:**
1. Create an unconfirmed agent via platform
2. Navigate to Settings → Macros → New Macro → Add "Assign Agent" action
3. Verify unconfirmed agent does NOT appear in dropdown
4. Navigate to Settings → Automations → New Automation → Add "Assign
Agent" action
5. Verify unconfirmed agent does NOT appear in dropdown

## 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>
2026-03-11 02:01:53 -07:00
Aakash BakhleandGitHub 87f5af4caa fix: playground captain v2 scenarios (#13747)
# Pull Request Template

## Description

Playground now uses v2. It was only wired to use v1. Traces get `source:
playground` on langfuse when playground has been used.

## 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
<img width="1806" height="1276" alt="image"
src="https://github.com/user-attachments/assets/41ef4eb3-52b1-4b8e-9a4f-e8510c90cb39"
/>


## 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
2026-03-11 14:05:16 +05:30
dbe35252bc fix: Use handoff_key for scenarios (#13755)
# Pull Request Template

## Description

Ensure agent function names stay within OpenAI's 64-char limit
(ai-agents prepends "handoff_to_").

Add HANDOFF_TITLE_SLUG_MAX_LENGTH and
handoff_key generation: persisted records use `scenario_{id}_agent`; new
records use a truncated title slug.
Assistant scenario keys and agent_name now reference the generated
handoff key.

fixes :

`Invalid 'messages[9].tool_calls[0].function.name': string too long.
Expected a string with maximum length 64, but got a string with length
95 instead.`

## 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.

Tested locally
<img width="1806" height="1044" alt="image"
src="https://github.com/user-attachments/assets/40cd7a3d-3d97-43a8-bd56-d3f5d63abbda"
/>

## 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: Shivam Mishra <scm.mymail@gmail.com>
2026-03-11 14:01:25 +05:30
9a9398b386 feat: validate OpenAPI spec using Skooma (#13623)
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>
2026-03-10 18:33:55 -07:00
dc0e5eb465 fix: optimize message query with account_id filter (#13759)
## Description

This PR optimizes message queries by explicitly filtering with
`account_id` so the database can use the existing indexes more
efficiently.

Changes:
- Add `account_id` to message query filters to improve index
utilization.
- Update `last_incoming_message` query to include `account_id`.
- Avoid unnecessary preloading of `contact_inboxes` where it is not
required.
- Update specs to ensure `account_id` is set correctly in
message-related tests.

These changes reduce query cost and improve performance for message
lookups, especially on large accounts.

---------

Co-authored-by: Pranav <pranav@chatwoot.com>
2026-03-10 16:46:20 -07:00
9f376c43b5 fix(signup): normalize account signup config checks (#13745)
This makes account signup enforcement consistent when signup is disabled
at the installation level. Email signup and Google signup now stay
blocked regardless of whether the config value is stored as a string or
a boolean.

This effectively covers the config-loader path, where `YAML.safe_load`
reads `value: false` from `installation_config.yml` as a native boolean
and persists it that way.

- Normalized the account signup check so disabled signup is handled
consistently across config value types.
- Reused the same check across API signup and Google signup entry
points.
- Added regression coverage for the disabled-signup cases in the
existing controller specs.

---------

Co-authored-by: Vishnu Narayanan <iamwishnu@gmail.com>
2026-03-10 16:35:09 +05:30
Shivam Mishra f56b0c9f2e fix: coerce nil rollup metric values to zero 2026-03-10 13:22:48 +05:30
Shivam MishraandGitHub c194f10f49 Merge branch 'develop' into feat/reporting-events-rollup 2026-03-10 12:54:44 +05:30
Sojan JoseandGitHub 52cd70dfa3 fix(super-admin): prefill confirmed_at in new user form (#13662)
On self-hosted instances without email configured, users created from
Super Admin can get stuck in an unconfirmed state. This PR implements
the default at the Super Admin frontend form layer, not in backend
creation logic.

What changed:
- Added a custom `ConfirmedAtField` for Super Admin user forms.
- Prefills `confirmed_at` with current time on the **New User** form
(`GET /super_admin/users/new`).
- Kept backend create behavior unchanged
(`resource_class.new(resource_params)`), so API/manual payloads still
behave normally.

Behavior:
- In Super Admin UI, `confirmed_at` is prefilled by default.
- If someone wants an unconfirmed user, they can clear the
`confirmed_at` field before saving.
- If `confirmed_at` is omitted from payload entirely, the created user
remains unconfirmed.

Scope note: external signup flows are intentionally unchanged in this PR
(`/api/v1/accounts`, `/api/v2/accounts`, and social/omniauth signup
behavior are not modified).

## Demo 





https://github.com/user-attachments/assets/436abbb0-d4cf-49a6-a1b8-4b6aa85aa09f
2026-03-10 12:14:58 +05:30
Shivam Mishra 19683fae74 Merge branch 'hotfix/4.11.2' into develop
Publish Chatwoot EE docker images / build (linux/amd64, ubuntu-latest) (push) Waiting to run
Publish Chatwoot EE docker images / build (linux/arm64, ubuntu-22.04-arm) (push) Waiting to run
Publish Chatwoot EE docker images / merge (push) Blocked by required conditions
Publish Chatwoot CE docker images / build (linux/arm64, ubuntu-22.04-arm) (push) Waiting to run
Publish Chatwoot CE docker images / merge (push) Blocked by required conditions
Publish Chatwoot CE docker images / build (linux/amd64, ubuntu-latest) (push) Waiting to run
2026-03-09 21:20:08 +05:30
Shivam Mishra 432462f967 feat: harden filter service 2026-03-09 21:19:20 +05:30
Sojan JoseandGitHub 9e40431d3a feat: show MFA status on Super Admin user page (#13724)
This PR adds an MFA row to the individual Super Admin user page and
shows the current state as Enabled or Disabled with a compact status
badge.

Fixes #13723

## Screens

<img width="1370" height="1043" alt="image"
src="https://github.com/user-attachments/assets/b9fee284-43b7-4bbb-9f60-b71ab34b96b7"
/>


<img width="1370" height="1043" alt="image"
src="https://github.com/user-attachments/assets/23c5e6d3-24b8-40d2-9134-0c2b1dc98b41"
/>
2026-03-09 08:04:36 -07:00
Shivam MishraandGitHub 63172eb08c Merge branch 'develop' into feat/reporting-events-rollup 2026-03-09 19:32:03 +05:30
Tanmay Deep SharmaandGitHub 11826e2a21 perf: reduce presence update frequency and fix background tab throttling (#13726)
## Description
Reduces the frequency of update_presence WebSocket calls from the live
chat widget and fixes agents appearing offline when the dashboard is in
a background tab.

## Fixes # (issue)
https://github.com/chatwoot/chatwoot/issues/13720

## Type of change

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


## Checklist:

- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [ ] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
2026-03-09 18:23:44 +05:30
Shivam Mishra 275a76a1a0 fix: preserve 404s for invalid rollup filters 2026-03-09 14:20:27 +05:30
Shivam Mishra 6f127d86b9 feat: add validity gate 2026-03-09 13:57:49 +05:30
Shivam Mishra 014393297b feat: validate timezone 2026-03-09 13:49:21 +05:30
Shivam Mishra 3d67ef02ef chore: disable team rollup read 2026-03-09 13:34:44 +05:30
Shivam Mishra d86c8d1ede style: rubcop issues 2026-03-09 12:55:49 +05:30
Shivam Mishra 8324d84fbf fix: start od week 2026-03-09 12:50:29 +05:30
Shivam Mishra 0bc80bf95f fix: data gaps for missing dates 2026-03-09 12:28:03 +05:30
Shivam MishraandGitHub dcb2198147 Merge branch 'develop' into feat/reporting-events-rollup 2026-03-09 11:07:31 +05:30
598ece9a2d fix: Handle Facebook reel attachment type (#13691)
Fixes https://linear.app/chatwoot/issue/PLA-96/argumenterror-reel-is-not-a-valid-file-type-argumenterror
Fixes a crash in `when a user shares a Facebook reel via Messenger.
Facebook sends these attachments with `type: "reel"`, which isn't a
valid `file_type` enum value on the Attachment model (only `ig_reel`
exists, matching Instagram's format).

---------

Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
2026-03-06 08:49:41 +04:00
059506b1db feat: Add automatic favicon fetching for companies (#13013)
## Summary

This Enterprise-only feature automatically fetches a favicon for
companies created with a domain, and adds a batch task to backfill
missing avatars for existing companies. The flow only targets companies
that do not already have an attached avatar, so existing avatars are
left untouched.


## Demo 



https://github.com/user-attachments/assets/d050334e-769f-4e46-b6e7-f7423727a192



## What changed

- Added `Avatar::AvatarFromFaviconJob` to build a Google favicon URL
from the company domain and fetch it through `Avatar::AvatarFromUrlJob`
- Triggered favicon fetching from `Company` with `after_create_commit`
- Added `Companies::FetchAvatarsJob` to batch existing companies that
are missing avatars
- Added `companies:fetch_missing_avatars` under `enterprise/lib/tasks`
- Kept the company-specific implementation inside the Enterprise
boundary
- Stubbed the new favicon request in unrelated specs that now hit this
callback indirectly
- Updated a couple of CI-sensitive specs that were failing due to
callback side effects / reload-safe exception assertions

## How to verify

1. Create a company in Enterprise with a valid domain and no avatar.
2. Confirm that a favicon-based avatar gets attached shortly after
creation.
3. Create another company with a domain and an avatar already attached.
4. Confirm that the existing avatar is not replaced.
5. Run `companies:fetch_missing_avatars`.
6. Confirm that existing companies without avatars get one, while
companies that already have avatars remain unchanged.

## Notes

- This change does not refresh or overwrite existing company avatars
- Favicon fetching only runs for companies with a present domain
- The branch includes the latest `develop`

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
2026-03-05 18:51:28 -08:00
Sojan JoseandGitHub 397b0bcc9d feat: allow agent bots to toggle typing status (#13705)
Agent bot conversations now feel more natural because AgentBot tokens
can toggle typing status, so end users see a live typing indicator in
the widget while the bot is preparing a reply. This keeps the
interaction responsive and human-like without weakening token
authorization boundaries.

## Closes
- https://github.com/chatwoot/chatwoot/issues/8928
- https://linear.app/chatwoot/issue/CW-5205

## How to test
1. Open the widget and start a conversation as a customer.
2. Connect an AgentBot to the same inbox.
3. Trigger `toggle_typing_status` with the AgentBot token
(`typing_status: on`).
4. Confirm the customer sees the typing indicator in the widget.
5. Trigger `toggle_typing_status` with `typing_status: off` and confirm
the indicator disappears.

## What changed
- Added `toggle_typing_status` to bot-accessible conversation endpoints.
- Restricted bot-accessible endpoint usage to `AgentBot` token owners
only (non-user tokens like `PlatformApp` remain unauthorized).
- Updated typing status flow to preserve AgentBot identity in
dispatch/broadcast paths.
- Added request coverage for AgentBot success and PlatformApp
unauthorized behavior.
- Added Swagger documentation for `POST
/api/v1/accounts/{account_id}/conversations/{conversation_id}/toggle_typing_status`
and regenerated swagger artifacts.
2026-03-05 08:13:52 -08:00
Shivam MishraandGitHub d0f07c8f5f Merge branch 'develop' into feat/reporting-events-rollup 2026-03-05 20:39:27 +05:30
fd69b4c8f2 fix: captain json parsing (#13708)
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2026-03-05 15:43:21 +05:30
Shivam Mishra dfd92acd4a feat: don't allow without timezone 2026-03-05 14:34:03 +05:30
Shivam MishraandGitHub ea5a46ee0c Merge branch 'develop' into feat/reporting-events-rollup 2026-03-05 14:11:45 +05:30
Sojan JoseandGitHub 42a244369d feat(help-center): enable drag-and-drop category reordering (#13706) 2026-03-05 12:53:38 +05:30
Shivam Mishra 9534d7157d fix: pass summary dimension type to rollup-backed builders 2026-03-03 18:11:42 +05:30
Shivam MishraandGitHub 51f298c129 Merge branch 'develop' into feat/reporting-events-rollup 2026-03-03 17:40:59 +05:30
Aakash BakhleandGitHub 374d2258c7 fix: captain talking over support agent (#13673) 2026-03-03 16:13:34 +05:30
Muhsin KelothandGitHub 9aacc0335b feat(facebook): use HUMAN_AGENT tag for Messenger replies when human-agent config is enabled (#13690)
This PR updates Facebook Messenger outbound tagging in Chatwoot to
support Human Agent messaging when enabled.

Previously, Facebook outbound text and attachment messages were always
sent with:

```
messaging_type: MESSAGE_TAG
tag: ACCOUNT_UPDATE
```
With this change, the tag is selected dynamically:

```
HUMAN_AGENT when ENABLE_MESSENGER_CHANNEL_HUMAN_AGENT is enabled
ACCOUNT_UPDATE as fallback when the flag is disabled
```
2026-03-02 15:32:59 +04:00