Commit Graph
1072 Commits
Author SHA1 Message Date
Tanmay Deep Sharma f1bc3208e9 feat(billing): let accounts switch billing currency with a confirmation note 2026-06-03 11:27:25 +05:30
Tanmay Deep Sharma b38618b5d3 feat(billing): bill new Brazilian accounts in BRL and show currency-aware credit top-ups 2026-06-02 15:49:13 +05:30
Tanmay Deep SharmaandGitHub 68e358d732 feat: voice-call UX fixes (#14579)
## Linear ticket
https://linear.app/chatwoot/issue/CW-7187/voice-calls-followup-tasks

## Description

Improvements to the WhatsApp voice-calling experience plus a cheaper,
more accurate audio-transcription model.
- First-time callers now get a real name. An inbound WhatsApp call
creates the contact from the caller's WhatsApp profile name instead of
the bare phone number.
- Clear, consistent call attribution. Call bubbles show a unified
"Handled by {agent}"
- Cleaner call widget. The dismiss (✕) button is shown only for incoming
calls
- WhatsApp calling for manual inboxes. voice_calling_supported? now
covers any whatsapp_cloud inbox
- Transcription: whisper-1 → gpt-4o-mini-transcribe.

## Type of change

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


## Checklist:

- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [ ] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
2026-05-27 16:16:16 +05:30
Sivin VargheseandGitHub b33eecaff7 feat: bulk change category for articles (#14443) 2026-05-26 17:32:58 +05:30
b981ba766f feat: support bulk label removal (#14534)
Adds bulk label removal alongside the existing assign-label action for
conversations and contacts, so teams can clean up labels across selected
records without opening each item individually.

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

## Closes

N/A

## How to test

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

## What changed

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

## Follow-ups

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

## Verification

Conversation bulk remove selector:

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

Contact bulk remove selector:

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

Video proof:


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

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
2026-05-26 15:23:51 +05:30
56e30102eb fix(whatsapp): store and surface unavailable coexistence messages (CW-7166) (#14547)
In WhatsApp coexistence setups (Business App + Cloud API on the same
number), some inbound customer messages arrive from Meta as `type:
unsupported` with error `131060` ("This message is unavailable") and no
content — typically the first message of a Click-to-WhatsApp /
Instagram-ad conversation, or a message synced from a companion device.
Chatwoot was dropping these webhooks entirely, so no contact,
conversation, or message was created. The conversation only surfaced
once an agent replied (via an `smb_message_echoes` event), starting
"headless" with zero customer context.

This change persists a placeholder message for these events so the
contact and conversation are created, and renders it with the dedicated
unsupported-message bubble that points agents to the WhatsApp app —
where the original message is still visible.
Fixes
https://linear.app/chatwoot/issue/CW-7166/whatsapp-coexistence-inbound-messages-are-silently-dropped
and https://github.com/chatwoot/chatwoot/issues/13464

<img width="3448" height="1604" alt="CleanShot 2026-05-22 at 17 49
35@2x"
src="https://github.com/user-attachments/assets/0a90ec84-9085-4cba-883d-08d9de33fa3c"
/>


## How to reproduce
1. Connect a WhatsApp Cloud (coexistence) inbox.
2. Receive an inbound message that Meta delivers as `type: unsupported`
with error `131060` (e.g. a Click-to-WhatsApp ad message, or a message
handled on a companion/primary device that fails to sync to the API).
3. **Before:** nothing is created — the conversation only appears after
an agent replies, with no record of the customer's first message.
4. **After:** the contact and conversation are created with an incoming
placeholder message rendered as the amber "unsupported" bubble: _"This
message is unsupported. You can view this message on the WhatsApp app."

---------

Co-authored-by: Muhsin <12408980+muhsin-k@users.noreply.github.com>
Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
2026-05-25 18:13:59 +05:30
c4a6a19e9b feat(voice): WhatsApp Cloud Calling — UI [6] (#14346)
## Summary

Frontend for WhatsApp Cloud Calling: header / contact-panel call
buttons, ringing widget, accept/reject/hangup, mute, in-bubble audio
player + transcript, recording-on-hangup upload, mid-call reload
warning. WebRTC is browser-direct to Meta — no media server bridge.

## Closes
- https://linear.app/chatwoot/issue/PLA-150

## How to test

Requires backend support — the controller, services, model changes, and
routes ship in **#14334** (`feature/pla-150`). Merge / deploy that first
(or simultaneously); the FE alone won't function without those
endpoints.

Then on staging, for a WhatsApp Cloud + embedded-signup inbox with the
new \`Configuration → Enable voice calling\` toggle ON and webhook
registered:

1. **Outbound** — open a conversation, click the phone icon in the
conversation header (or contact panel), grant mic, your phone rings,
answer, audio both ways, hang up. Recording + transcript land in the
bubble within ~10s.
2. **Inbound** — call the business number from your phone. The
FloatingCallWidget appears bottom-right with caller name. Click accept,
audio both ways, hang up. Recording + transcript appear.
3. **Mute** — during an active WhatsApp call, click the mic icon next to
hangup. Speech stops reaching Meta until you click again.
4. **Mid-call reload guard** — try `Cmd-R` during an active call;
browser shows a confirm prompt.

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2026-05-22 18:42:39 +05:30
d0ecdc14d8 feat(webhooks): Emit inbox_updated when an inbox is disconnected (#14504)
Chatwoot now lets external apps know when an inbox loses its connection
and needs re-authentication. When a channel's authorization expires (for
example, an email inbox disconnects), Chatwoot fires an `inbox_updated`
webhook reflecting the new `reauthorization_required` status, and fires
it again once the inbox is re-authenticated. Integrators can keep their
own view of which inboxes are healthy without polling the API.

This is gated behind the `ENABLE_INBOX_EVENTS` installation flag — the
**Inbox updated** webhook subscription only appears in the dashboard
when that flag is enabled, so no event is offered that the backend
wouldn't dispatch.

Fixes
https://linear.app/chatwoot/issue/CW-7148/emit-inbox-webhook-when-an-inbox-is-disconnected

## How to test

1. Set `ENABLE_INBOX_EVENTS=true` and restart the app.
2. In **Settings → Integrations → Webhooks**, add a webhook and
subscribe to **Inbox updated**.
3. Disconnect an inbox — let an email/Instagram channel hit its
auth-error threshold, or run `inbox.channel.prompt_reauthorization!` in
a console.
4. The endpoint receives an `inbox_updated` event whose
`changed_attributes` shows `reauthorization_required` flipping to
`true`.
5. Re-authenticate the inbox (or run `inbox.channel.reauthorized!`) —
the endpoint receives the `true → false` transition.
6. Confirm the **Inbox updated** option is hidden when
`ENABLE_INBOX_EVENTS` is unset.

---------

Co-authored-by: Muhsin <12408980+muhsin-k@users.noreply.github.com>
2026-05-22 09:00:18 +04:00
Sivin VargheseandGitHub bca95efb82 feat: add image resize support in articles (#14293) 2026-05-19 19:34:43 +05:30
6560dbb68d feat: Add an option on the dashboard to allow switching help center layout (#14491)
<img width="633" height="431" alt="Screenshot 2026-05-18 at 12 32 55 PM"
src="https://github.com/user-attachments/assets/682d4c5f-4c76-465b-8d2f-92fbc2bb2a40"
/>

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
2026-05-19 06:42:48 -07:00
7f0d5caca4 chore: Update translations (#14276)
Co-authored-by: Sojan Jose <sojan@pepalo.com>
2026-05-18 17:31:05 +05:30
3253e863ed fix: validate OpenAI hook credentials (#14068)
# Pull Request Template

## Description

- Validates openai key while configuring hooks
- added backfill logic

Fixes # (issue)

## Type of change

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


## How Has This Been Tested?

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

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

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



## Checklist:

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

---------

Co-authored-by: Vishnu Narayanan <iamwishnu@gmail.com>
2026-05-18 14:08:57 +05:30
Sojan JoseandGitHub 086aa36ffe feat(companies): add notes and history to company details (#14401) 2026-05-11 23:15:25 +05:30
f6be0d80ef feat: UI changes for document auto sync [AI-153] (#14258)
# Pull Request Template

## Description

FE code for document sync

Adds:
- UI to show counts (stats) of available web pages, stale and synced
documents and last synced at
- Bulk action and manual ways to sync web documents
- index to stats related columns

## Type of change

Please delete options that are not relevant.

- [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.

https://linear.app/chatwoot/issue/AI-153/fe-document-auto-sync

Documents dashboard:
<img width="2160" height="986" alt="CleanShot 2026-05-11 at 17 57 09@2x"
src="https://github.com/user-attachments/assets/6d934764-964c-4656-b005-1b4f0329e553"
/>

Filters:
<img width="1138" height="564" alt="CleanShot 2026-05-11 at 17 58 13@2x"
src="https://github.com/user-attachments/assets/cee780e6-eb8f-4aed-8cc5-b674244a821b"
/>

Needs update:
<img width="2222" height="966" alt="CleanShot 2026-05-11 at 17 57 53@2x"
src="https://github.com/user-attachments/assets/70c85ddd-7eb1-4328-ba14-7929e67e7b36"
/>

pdfs:
<img width="2180" height="558" alt="CleanShot 2026-05-11 at 17 58 30@2x"
src="https://github.com/user-attachments/assets/975b5c9f-bd1c-4979-9870-8f926d7f6e11"
/>

bulk actions:
<img width="2244" height="992" alt="CleanShot 2026-05-11 at 17 58 57@2x"
src="https://github.com/user-attachments/assets/bdb3c63f-d2de-41dc-a6d5-8821d3303be0"
/>

single url sync:
<img width="2264" height="722" alt="CleanShot 2026-05-11 at 17 59 19@2x"
src="https://github.com/user-attachments/assets/7d7323a5-0fcb-4be9-8635-55e56964999b"
/>



## 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: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Sony Mathew <sony@chatwoot.com>
Co-authored-by: Vishnu Narayanan <iamwishnu@gmail.com>
2026-05-11 20:13:29 +05:30
202403873d feat: Ability to specify the authentication type for imap server (#12306)
# Pull Request Template

## Description

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

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

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

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

## Type of change

Please delete options that are not relevant.

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

## How Has This Been Tested?

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

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

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

## Checklist:

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

## Additional Notes

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

---------

Co-authored-by: João Santos <joao.santos@madigital.eu>
Co-authored-by: Sony Mathew <sony@chatwoot.com>
2026-05-08 16:40:15 +05:30
Sojan JoseandGitHub 10597863d7 feat(companies): add company creation flow (#14402) 2026-05-08 11:46:33 +05:30
Sivin VargheseandGitHub 2435d7503c feat: Update conversation bulk action UI (#14118) 2026-05-07 14:58:38 +05:30
salmonumbrellaandGitHub fe44b07147 feat(companies): add company detail page (#14054) 2026-05-06 20:50:27 +05:30
Sivin VargheseandGitHub 815593eec9 feat: display conversation ID conversation view (#14381) 2026-05-06 17:33:23 +05:30
Sivin VargheseandGitHub 8f532f45ff feat: add attachments section to conversation sidebar (#14371) 2026-05-06 15:13:51 +05:30
Sojan JoseandGitHub 00ba468486 fix(macros): disable public visibility for agents (#14349) 2026-05-06 15:10:11 +05:30
ea87610999 feat(voice): Join active call from the conversation bubble (#14343)
Agents can now click **Join call** directly on the incoming call bubble
in the conversation timeline. If they refresh the page or miss the
floating widget while a call is still ringing, the bubble becomes the
recovery affordance — one click joins the conference, no need to wait
for the next event.

The button only appears when the call is still ringing, no other agent
has claimed it, and the conversation is unassigned or assigned to the
current agent (mirroring the floating widget's eligibility rules). It
disappears as soon as anyone joins the call or it ends.

Fixes
https://linear.app/chatwoot/issue/PLA-117/ability-to-join-the-call-by-clicking-on-call-bubble-in-a-conversation

## How to test

1. Set up a Twilio voice inbox and trigger an inbound call to it.
2. As an agent who is eligible to answer (unassigned conversation, or
assigned to you), open the conversation **without answering from the
floating widget**. The bubble should show a teal **Join call** link
under "Not answered yet".
3. Refresh the page mid-ring — the link should still be there.
4. Click **Join call** — you should be connected to the conference, the
bubble should flip to "Call in progress / You answered", and the link
should disappear.
5. As a second agent who is **not** eligible (conversation assigned to
someone else), open the same conversation — the link should not appear.
6. Wait for the call to end — the bubble should show "Call ended" with
no Join link.

---------

Co-authored-by: Muhsin <12408980+muhsin-k@users.noreply.github.com>
2026-05-04 12:24:31 +04:00
353089473e feat(voice): Assignment aware visibility and join conflict for inbound calls (#14333)
### Description
Inbound voice calls now route ownership cleanly: the call widget is
hidden from agents who aren't the conversation assignee, the first agent
to pick up becomes the assignee, and any later join attempt by another
agent is rejected with a clear "<agent> is already handling the call."
alert.

Closes
https://linear.app/chatwoot/issue/PLA-98/inbound-voice-calls-assignment-aware-visibility-auto-assignment-on

### How to test

1. As Agent A and Agent B, open the dashboard for the same voice inbox
in two browsers.
2. Place an inbound call to the inbox with the conversation
**unassigned** — both agents should see the call widget.
3. Have Agent A click **Join**. Agent A's widget transitions to the
active call; Agent B's widget disappears (conversation is now assigned
to Agent A).
4. While the call is in progress, attempt to join from a third agent
(e.g., via the bubble in the conversation timeline) — the join is
rejected with the toast `Agent A is already handling the call.`
5. Resolve the conversation, then place a second call to a conversation
that is already manually assigned to Agent A — only Agent A sees the
widget; nobody else does.
6. Race test: trigger two near-simultaneous join attempts (two agents
click Join within a few hundred ms of each other) — exactly one wins;
the other gets the conflict alert.

---------

Co-authored-by: Muhsin <12408980+muhsin-k@users.noreply.github.com>
2026-04-30 18:38:10 +04:00
0e122188e9 feat: Add voice calling as a capability on Twilio SMS channel(Enterprise) (#13963)
Voice calling is now a capability on the existing TwilioSms rather than
a separate Voice model. A single Twilio phone number handles both SMS
and voice calls through one inbox.
Fixes
https://linear.app/chatwoot/issue/CW-6683/add-voice-calling-as-a-capability-on-twilio-sms-channel
and https://linear.app/chatwoot/issue/PLA-120/add-the-support-for-sms

**What changed**
- Replaced Channel::Voice with voice_enabled flag on Channel::TwilioSms
- Added voice_enabled, twiml_app_sid, api_key_secret columns to
channel_twilio_sms table
  - Dropped channel_voice table (no production data)
- All voice logic lives in Enterprise layer via
prepend_mod_with('Channel::TwilioSms')
- Added Voice settings tab on Twilio SMS inbox settings to
enable/disable voice
  - Validates Twilio number voice capability before provisioning
- Teardown service cleans up TwiML app and credentials when voice is
disabled
- Frontend voice detection uses isVoiceCallEnabled() /
getVoiceCallProvider() helpers — extensible to future providers
  - Gated by channel_voice feature flag

**How to test**

1. Enable feature flag:
Account.find(<id>).enable_features('channel_voice')
2. Create voice inbox: Inboxes → Voice tile → enter Twilio credentials →
verify incoming/outgoing calls and SMS work
3. Enable voice on existing SMS inbox: Inboxes → select Twilio SMS inbox
→ Voice tab → toggle on → provide API key credentials → verify calls
work
4. Disable voice: Voice tab → toggle off → verify TwiML app is deleted,
credentials cleared, SMS still works
5. Re-enable voice: Toggle on again → must provide api_key_secret again
→ new TwiML app provisioned

---------

Co-authored-by: Muhsin <12408980+muhsin-k@users.noreply.github.com>
2026-04-29 11:32:19 +04:00
224556fd1b feat: onboarding account details with enriched data [UPM-17][UPM-18] (#13979)
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2026-04-28 10:35:51 +05:30
Tanmay Deep SharmaandGitHub 51eb626b88 feat: allow disabling 2FA with a backup code (#14102)
## Linear Ticket
-
https://linear.app/chatwoot/issue/CW-6883/allow-disabling-2fa-using-a-backup-code

## Description

When a user loses access to their authenticator app, they can now
disable 2FA using one of their saved backup codes (in addition to their
password), so they can re-enroll a new authenticator. The disable dialog
includes a toggle to switch between entering a verification code and a
backup code.


## Type of change

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

## How Has This Been Tested?

- Via UI flows
<img width="495" height="423" alt="Screenshot 2026-04-20 at 2 17 21 PM"
src="https://github.com/user-attachments/assets/cc6b3dc5-39e6-4104-b5b9-cdabdc46947e"
/>
<img width="475" height="409" alt="Screenshot 2026-04-20 at 2 17 36 PM"
src="https://github.com/user-attachments/assets/97c7304d-4adb-42ed-b7b4-50f5b38585a3"
/>


## Checklist:

- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [ ] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
2026-04-28 10:09:41 +07:00
16b8693e1b fix: standardize contact company field on company_name (#14099)
Standardizes the contact company import/filter/automation contract on
`company_name`.

Closes #14096
Revives #9907

## Why

Contact company is read across the current CRM/contact UI from
`additional_attributes['company_name']`, but CSV import and a few
backend filter/automation paths still used the older `company` key. That
meant imported company values could be saved in a place the dashboard,
sorting, filters, and automation conditions did not consistently read
from.

Based on the production data check, the legacy `company` automation
configuration is effectively dead: the affected account did not have
contacts populated with `additional_attributes['company']`. So this PR
intentionally avoids adding long-term fallback behavior and uses
`company_name` as the single key going forward.

## What changed

- Contact CSV import now writes only `company_name` into
`additional_attributes['company_name']`.
- The example contact import CSV now uses the `company_name` header.
- Contact company sorting/filter config now uses `company_name`.
- Automation condition config now uses `company_name`.
- Existing standard automation conditions with `attribute_key:
'company'` are migrated to `company_name`.
- Existing saved contact filters with standard `attribute_key:
'company'` are migrated to `company_name`.
- Custom attributes named `company` are preserved and are not rewritten
by the migration.

## How to test

- Import a contact CSV with a `company_name` column and confirm the
Contact Company field is populated.
- Sort contacts by Company and confirm imported contacts are ordered
correctly.
- Create/edit an automation with Company as a condition and confirm it
saves with `company_name`.
- Verify existing saved contact filters and automation rules using the
old standard `company` key are migrated to `company_name`.

---------

Co-authored-by: Claude <noreply@anthropic.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
2026-04-27 18:43:26 +05:30
2ada713f29 feat: Add bulk actions for help center articles (translate, status change, delete) (#14137)
Fixes
https://linear.app/chatwoot/issue/CW-6950/support-bulk-actions-for-publish-archive-move-to-draft-delete-in

How to test

1. Go to Help Center → Articles
2. Select articles using checkboxes → bulk bar appears
3. Click Publish/Draft/Archive → articles update, list refreshes
4. Click Delete → confirmation dialog → articles removed
5. Click Translate (requires Captain enabled) → select locale + category
→ translation starts
6. Try translating to a locale that already has translations → warning
with links to existing articles → "Overwrite and translate" proceeds
8. Single article: click three-dot menu → Translate → same dialog opens
for that article



https://github.com/user-attachments/assets/7c76495e-f89e-4456-92bd-a6639a9992f4

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-24 09:13:43 -07:00
PranavandGitHub 751c28d94d feat(ee): Add article translation via LLM in help center (#14136)
Adds the ability to translate help center articles to other languages using Captain's LLM infrastructure. Translated articles are created as drafts linked to the source article.

Fixes
https://linear.app/chatwoot/issue/CW-6901/translate-article-to-another-language

**How to test**

1. Navigate to Help Center → Articles for a portal with multiple locales
2. Click the three-dot menu on any article → "Translate"
3. Select a target language and category → click Translate
4. Switch to the target locale — the translated article appears as a
draft
5. Try translating the same article again — a warning shows the existing
translation with a link to open it in a new tab
6. Click "Overwrite and translate" to replace the existing translation


https://github.com/user-attachments/assets/1d2e991b-f0ac-403a-bcc1-2181b5731ea4
2026-04-24 08:51:26 -07:00
50720f2395 feat: Gate conversation continuity toggle behind inbound_emails feature flag (#13838)
The "conversation continuity via email" toggle was visible to all
accounts regardless of whether they had `inbound_emails` enabled.
Without inbound email infrastructure, replies to those follow-up emails
land in the agent's personal inbox instead of routing back into
Chatwoot. The feature appears to work but silently breaks the reply
path.

The toggle is now gated on the `inbound_emails` feature flag. On
self-hosted without the feature, the toggle is hidden entirely. On
cloud, it remains visible but disabled with upgrade messaging.

On the backend, `inbound_emails` is added to the manually managed
features list in `InternalAttributesService` so that Stripe webhook plan
syncs don't override it when support enables it for an account.

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2026-04-20 17:47:24 +05:30
Sivin VargheseandGitHub 3a4738729d feat(v5): New expanded layout for chatlist (#13652) 2026-04-20 14:02:10 +05:30
Sojan JoseandGitHub 135be52431 feat: Introduce last responding agent option to automation assign agent (#12326)
Introduce a `Last Responding Agent` options to assign_agents action in
automations to cover the following use cases.

- Assign conversations to first responding agent : ( automation message
created at , if assignee is nil, assign last responding agent )
- Ensure conversations are not resolved with out an assignee : (
automation conversation resolved at : if assignee is nil, assign last
responding agent )

and potential other cases.

fixes: #1592
2026-04-16 18:54:35 +05:30
03c10ba147 chore: Update translations (#14080)
Co-authored-by: Sojan Jose <sojan@pepalo.com>
2026-04-16 18:12:33 +05:30
Sojan JoseandGitHub aee979ee0b fix: add explicit remove assignment actions to macros and automations (#12172)
This updates macros and automations so agents can explicitly remove
assigned agents or teams, while keeping the existing `Assign -> None`
flow working for backward compatibility.

Fixes: #7551
Closes: #7551

## Why
The original macro change exposed unassignment only through `Assign ->
None`, which made macros behave differently from automations and left
the explicit remove actions inconsistent across the product. This keeps
the lower-risk compatibility path and adds the explicit remove actions
requested in review.

## What this change does
- Adds `Remove Assigned Agent` and `Remove Assigned Team` as explicit
actions in macros.
- Adds the same explicit remove actions in automations.
- Keeps `Assign Agent -> None` and `Assign Team -> None` working for
existing behavior and stored payloads.
- Preserves backward compatibility for existing macro and automation
execution payloads.
- Downmerges the latest `develop` and resolves the conflicts while
keeping both the new remove actions and current `develop` behavior.

## Validation
- Verified both remove actions are available and selectable in the macro
editor.
- Verified both remove actions are available and selectable in the
automation builder.
- Applied a disposable macro with `Remove Assigned Agent` and `Remove
Assigned Team` on a real conversation and confirmed both fields were
cleared.
- Applied a disposable macro with `Assign Agent -> None` and `Assign
Team -> None` on a real conversation and confirmed both fields were
still cleared.
2026-04-16 15:57:41 +05:30
Sivin VargheseandGitHub 5eee331da3 feat: add slash command menu to article editor (#14035) 2026-04-16 11:27:59 +05:30
64f6bfc811 feat: Inline edit support for contact info (#13976)
# Pull Request Template

## Description

This PR adds inline editing support for contact name, phone number,
email, and company fields in the conversation contact sidebar

## Type of change

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

## How Has This Been Tested?

**Screencast**


https://github.com/user-attachments/assets/e9f8e37d-145b-4736-b27a-eb9ea66847bd



## 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: Pranav <pranav@chatwoot.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2026-04-14 16:53:40 +04:00
Sojan JoseandGitHub 45b6ea6b3f feat: add automation condition to filter private notes (#12102)
## Summary

Adds a new automation condition to filter private notes.

This allows automation rules to explicitly include or exclude private
notes instead of relying on implicit behavior.

Fixes: #11208 

## Preview



https://github.com/user-attachments/assets/c40f6910-7bbf-4e59-aae5-ad408602927a
2026-04-13 10:40:46 +05:30
YJack0000andGitHub 45124c3b41 fix(i18n): improve zh-TW translation coverage and quality (#14004)
Comprehensive update to Traditional Chinese (Taiwan) translations. As a
native zh-TW speaker and active user based in Taiwan, I found the
existing translations were quite incomplete (~54% overall) with many
strings still in English. Some existing translations also used
Simplified Chinese terms or unnatural phrasing.

I chose to submit this as a direct PR rather than going through Crowdin
because working through all the files at once is much faster and lets me
ensure consistent terminology across the entire locale.

Closes #14003

## What changed

**Backend (`config/locales/zh_TW.yml`)**
- Translated all ~259 previously untranslated strings (was ~19%
complete, now 100%)
- Covers: error messages, notifications, activity logs, integration
descriptions, Captain AI, public portal, reports

**Frontend (42 JSON files under `dashboard/i18n/locale/zh_TW/`)**
- Translated ~2,627 previously untranslated strings (was ~50% complete,
now ~100%)
- Most impacted files: `inboxMgmt.json`, `integrations.json`,
`settings.json`, `conversation.json`, `contact.json`, `report.json`

**Quality fixes across all files**
- Replaced Simplified Chinese terms mixed into zh-TW: 账→帳, 获→取得, 模板→範本,
收件箱→收件匣, 重置→重設, 自定義→自訂
- Standardized terminology for consistency: 客服人員 (agent), 延後 (snooze),
稽核 (audit), 巨集 (macro)
- Fixed incorrect translations (e.g., audit log table headers were
swapped, availability label was wrong)

## How to test

1. Set account/user language to 中文(台灣)
2. Navigate through the dashboard — settings, inbox management,
integrations, reports, conversations
3. Verify strings display in natural Traditional Chinese with no
remaining English gaps
4. Check that all placeholders (names, counts, dates) render correctly
2026-04-08 13:42:20 +05:30
699b12b1d3 fix: Block inline images in message signatures (#13772)
# Pull Request Template

## Description

This PR includes, block inline images in message signatures and prevent
auto signature insertion when editor is disabled.

- Strip inline base64 images from signature on save and show warning
message
- Add `INLINE_IMAGE_WARNING` translation key for signature inline image
removal notification
- Add disabled check to `addSignature()` to prevent signature insertion
when editor is disabled
- Add `isEditorDisabled` checks to signature toggle logic in
`toggleSignatureForDraft()`, `replaceText()`, and `clearMessage()`
- Remove unused `replaceText` from the codebase, which belongs to old
`textarea` editor

Fixes
https://linear.app/chatwoot/issue/CW-6588/the-browser-hangs-when-the-message-signature-contains-inline-image

## Type of change

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

## How Has This Been Tested?

### Loom video
https://www.loom.com/share/fb556b46a12a4308a737eed732d5ed73


## 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>
2026-04-08 12:17:19 +05:30
4f94ad4a75 feat: ensure signup verification [UPM-14] (#13858)
Previously, signing up gave immediate access to the app. Now,
unconfirmed users are redirected to a verification page where they can
resend the confirmation email.

- After signup, the user is routed to `/auth/verify-email` instead of
the dashboard
- After login, unconfirmed users are redirected to the verification page
- The dashboard route guard catches unconfirmed users and redirects them
- `active_for_authentication?` is removed from the sessions controller
so unconfirmed users can authenticate — the frontend gates access
instead
- If the user visits the verification page after already confirming,
they're automatically redirected to the dashboard
- No session is issued until the user is verified

<details><summary>Demo</summary>
<p>

#### Fresh Signup


https://github.com/user-attachments/assets/abb735e5-7c8e-44a2-801c-96d9e4823e51

#### Google Fresh Signup


https://github.com/user-attachments/assets/ab9e389a-a604-4a9d-b492-219e6d94ee3f


#### Create new account from Dashboard


https://github.com/user-attachments/assets/c456690d-1946-4e0b-834b-ad8efcea8369



</p>
</details>

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2026-04-07 13:45:17 +05:30
fbe3560b7a feat(captain): Add paywall and expose Custom Tools (#13977)
# Pull Request Template

## Description

Custom tools is now discoverable on all plans

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

## How Has This Been Tested?

Before:
<img width="390" height="446" alt="CleanShot 2026-04-02 at 13 40 11@2x"
src="https://github.com/user-attachments/assets/0a751954-f3ad-47d6-85b8-1e2f1476a646"
/>


After:

<img width="392" height="522" alt="CleanShot 2026-04-02 at 13 40 47@2x"
src="https://github.com/user-attachments/assets/62a252f6-2551-47a9-b50c-be949f08c456"
/>

<img width="1826" height="638" alt="CleanShot 2026-04-02 at 13 37 39@2x"
src="https://github.com/user-attachments/assets/77dc2a75-3d76-44cf-8579-8d3457879bd0"
/>


## Checklist:

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

---------

Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2026-04-07 10:58:29 +05:30
8c0c0fd32c chore: Update translations (#13990)
Co-authored-by: Sojan Jose <sojan.official@gmail.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
2026-04-06 15:35:59 +05:30
95463230cb feat: sign webhooks for API channel and agentbots (#13892)
Account webhooks sign outgoing payloads with HMAC-SHA256, but agent bot
and API inbox webhooks were delivered unsigned. This PR adds the same
signing to both.

Each model gets a dedicated `secret` column rather than reusing the
agent bot's `access_token` (for API auth back into Chatwoot) or the API
inbox's `hmac_token` (for inbound contact identity verification). These
serve different trust boundaries and shouldn't be coupled — rotating a
signing secret shouldn't invalidate API access or contact verification.

The existing `Webhooks::Trigger` already signs when a secret is present,
so the backend change is just passing `secret:` through to the jobs.
Shared token logic is extracted into a `WebhookSecretable` concern
included by `Webhook`, `AgentBot`, and `Channel::Api`. The frontend
reuses the existing `AccessToken` component for secret display. Secrets
are admin-only and excluded from enterprise audit logs.

### How to test

Point an agent bot or API inbox webhook URL at a request inspector. Send
a message and verify `X-Chatwoot-Signature` and `X-Chatwoot-Timestamp`
headers are present. Reset the secret from settings and confirm
subsequent deliveries use the new value.

---------

Co-authored-by: Sojan Jose <sojan@pepalo.com>
2026-04-06 15:28:25 +05:30
8daf6cf6cb feat: captain custom tools v1 (#13890)
# Pull Request Template

## Description

Adds custom tool support to v1

## 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.

<img width="1816" height="958" alt="CleanShot 2026-03-24 at 11 37 33@2x"
src="https://github.com/user-attachments/assets/2777a953-8b65-4a2d-88ec-39f395b3fb47"
/>

<img width="378" height="488" alt="CleanShot 2026-03-24 at 11 38 18@2x"
src="https://github.com/user-attachments/assets/f6973c99-efd0-40e4-90fe-4472a2f63cea"
/>

<img width="1884" height="1452" alt="CleanShot 2026-03-24 at 11 38
32@2x"
src="https://github.com/user-attachments/assets/9fba4fc4-0c33-46da-888a-52ec6bad6130"
/>



## Checklist:

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

---------

Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2026-04-02 12:40:11 +05:30
Sivin VargheseandGitHub 4517c50227 feat: support bulk select and delete for documents (#13907) 2026-03-26 19:48:12 +05:30
salmonumbrellaandGitHub 6ff643b045 fix(i18n): add zh_TW snooze parser locale (#13822) 2026-03-25 16:54:18 +05:30
4b315bc2ec chore: Update translations (#13884)
Co-authored-by: Sojan Jose <sojan@pepalo.com>
2026-03-23 20:06:17 -07:00
b974993886 chore: Update translations (#13845)
Co-authored-by: Sojan Jose <sojan@pepalo.com>
2026-03-21 02:20:27 -07:00
Aakash BakhleandGitHub 290dd3abf5 feat: allow captain to access contact attributes (#13850)
# Pull Request Template

## Description

Captain v1 does not have access to contact attributes. Added a toggle to
let user choose if they want contact information available to Captain.

## 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.

Specs and locally
<img width="1924" height="740" alt="CleanShot 2026-03-19 at 18 48 19@2x"
src="https://github.com/user-attachments/assets/353cfeaa-cd58-40eb-89e7-d660a1dc1185"
/>

![Uploading CleanShot 2026-03-19 at 18.53.26@2x.png…]()


## 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
2026-03-20 16:15:06 +05:30
a9123e7d66 chore(i18n): add missing pt_BR locale imports for companies, mfa, snooze, webhooks and more (#13844)
## Description

Add missing JSON imports and spread exports for `companies`,
`contentTemplates`, `mfa`, `snooze`, `webhooks`, and `yearInReview` so
these translations are properly loaded in the pt_BR locale. Without
these imports, those sections of the UI were falling back to English for
Brazilian Portuguese users.

## Type of change

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

## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] My changes generate no new warnings

Co-authored-by: Sojan Jose <sojan@pepalo.com>
2026-03-19 01:27:37 -07:00