Commit Graph
5054 Commits
Author SHA1 Message Date
Pranav 1d45c4f0e8 Merge branch 'develop' into rethinking-copilot 2025-05-21 15:51:25 -07:00
PranavandGitHub dc7f1597e5 feat: Add support for additional tools in Copilot (#11531)
- Added GetConversation, GetContact, GetArticle, SearchContacts,
SearchArticles
- Update SearchConversations to handle the permissions properly.
2025-05-21 15:49:35 -07:00
Pranav 7d954a1aa4 Merge branch 'develop' into rethinking-copilot 2025-05-21 15:47:07 -07:00
Sojan JoseandGitHub bc42aec68e chore: upgrade ruby version to 3.4.4 (#11524)
- Chore upgrade ruby version to 3.4.4 before we migrate to rails 7.2
over #11037
2025-05-21 19:40:07 +05:30
3c8abd5b30 fix: Twilio authentication handling for WhatsApp attachments (#11536)
# Pull Request Template

## Description

This PR addresses an issue where users were unable to view images sent
via WhatsApp on Chatwoot due to incorrect Twilio authentication
configuration.
https://app.chatwoot.com/app/accounts/1/conversations/50824

The problem stemmed from how authentication was being handled for Twilio
API requests. The user had configured their inbox using api_key_sid, but
the backend logic used only auth_token, leading to failed
authentication. Further investigation showed that some customers might
input api_secret into the auth_token field unintentionally.

## 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?

- Tested on console with Client(api_key_sid, auth_token, account_sid)
and validated successful authentication for the customer (Twilio channel
ID: 2702).
- Simulated toggling the “Use API Key Authentication” checkbox to ensure
backend behavior matches UI intent
- Verified image rendering by testing with the same image URL that was
previously failing for the user.

## 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: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-05-21 18:40:15 +05:30
1602b071db feat: Add components to show steps in the copilot thinking process (#11530)
This PR adds the components for new Copilot UI
- Added a Header component
- Added a thinking block.
- Update the outline on copilot input

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-05-20 21:35:29 -07:00
4664402bf3 feat: Delete a contact from the contacts page (#11529)
# Pull Request Template

## Description


**This PR includes:**

1. Adds the ability to delete a contact from the contacts list accordion
section.
2. Improves the expand/collapse transition for the accordion.


Fixes
[CW-4375](https://linear.app/chatwoot/issue/CW-4375/allow-users-to-delete-a-contact-from-the-contacts-page)

## Type of change

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

## How Has This Been Tested?

### Loom video

https://www.loom.com/share/8c897d24737f40f6b8b29fef76ba18e2?sid=70910b9d-f3db-4d54-8bfc-820db680e537


## 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 <pranavrajs@gmail.com>
2025-05-20 21:35:14 -07:00
df7401f71c fix: account email validation during signup (#11307)
- Refactor email validation logic to be a service
- Use the service for both email/pass signup and Google SSO
- fix account email validation during signup
- Use `blocked_domain` setting for both email/pass signup and Google
Sign In [`BLOCKED_DOMAIN` via GlobalConfig]
- add specs for `account_builder`
- add specs for the new service

---------

Co-authored-by: Sojan Jose <sojan@pepalo.com>
2025-05-20 20:45:39 -07:00
Pranav f9a1c98e38 Remove duplicate linear 2025-05-20 20:05:23 -07:00
Pranav 80f3f31aee Remove duplicates 2025-05-20 20:04:30 -07:00
Pranav d4eff76f71 Reset changes in assistant chat service 2025-05-20 20:02:51 -07:00
Pranav 666d296160 Merge branch 'develop' into rethinking-copilot 2025-05-20 19:23:15 -07:00
a07f2a7c1b feat: Add support for search_conversations in copilot (#11520)
Earlier, we were manually checking if a user was an agent and filtering
their conversations based on inboxes. This logic should have been part
of the conversation permissions service.

This PR moves the check to the right place and updates the logic
accordingly.

Other updates:
- Add support for search_conversations service for copilot.
- Use PermissionFilterService in contacts/conversations, conversations,
copilot search_conversations.

---------

Co-authored-by: Sojan <sojan@pepalo.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-05-20 19:22:17 -07:00
Sivin VargheseandGitHub af650af489 chore: Display Agent Bot token after creation (#11488)
This PR includes:

- Displaying the Agent Bot token after creation
- Updating the avatar icon when an avatar image is not present

Fixes: https://linear.app/chatwoot/issue/CW-4337/agent-bot-token-not-visible
2025-05-20 17:35:18 -07:00
Sivin VargheseandGitHub 2ee63656e2 feat: Prevent saving preferences and status when impersonating (#11164)
This PR will prevent saving user preferences and online status when impersonating. Previously, these settings could be updated during impersonation, causing the user to see a different view or UI settings.

Fixes https://linear.app/chatwoot/issue/CW-4163/impersonation-improvements
2025-05-20 17:34:30 -07:00
Muhsin KelothandGitHub 27ec791353 fix: Display message content for CSAT messages in non-widget inboxes (#11528)
We made so many improvements for CSAT via https://github.com/chatwoot/chatwoot/pull/11485. However, we missed showing message content in the dashboard for CSAT URLs created in non-widget inboxes. This PR fixes the issue by ensuring that CSAT-configured messages are passed along with CSAT responses, otherwise defaulting to the translation.
2025-05-20 15:39:18 -07:00
Sivin VargheseandGitHub ccb3672ff8 fix: Status not updating when creating a Linear issue (#11523) 2025-05-20 16:04:56 +05:30
Sojan 54faefb876 Merge branch 'release/4.2.0' into develop 2025-05-20 00:12:15 -07:00
Sojan 98a50d12e0 Bump version to 4.2.0 2025-05-20 00:11:50 -07:00
PranavandGitHub 16371498ba feat: Add a tool to search Linear Issues in copilot (#11518)
This PR adds a tool to search Linear issues. If the integration is
enabled for the account, the tool will return results as expected. Also
introduces support for an `active?` method, which allows third-party
Copilot tools to be conditionally enabled based on the status of the
integration on the account.
2025-05-19 18:00:38 -07:00
Pranav 58c33743a1 Remove unnecessary changes 2025-05-19 17:00:56 -07:00
Pranav b5f84a1625 info 2025-05-19 16:59:10 -07:00
Pranav c12abcbd42 Merge branch 'develop' into rethinking-copilot 2025-05-19 16:58:30 -07:00
PranavandGitHub d657f35a76 feat: Introduce the concept of tool registry within Captain (#11516)
This PR introduces the concept of a tool registry. The implementation is
straightforward: you can define a tool by creating a class with a
function name. The function name gets registered in the registry and can
be referenced during LLM calls. When the LLM invokes a tool using the
registered name, the registry locates and executes the appropriate tool.
If the LLM calls an unregistered tool, the registry returns an error
indicating that the tool is not defined.
2025-05-19 15:26:38 -07:00
Pranav 6ac955eec0 remove duplicate model 2025-05-19 11:36:14 -07:00
Pranav 501c5f0628 Merge branch 'develop' into rethinking-copilot 2025-05-19 11:33:34 -07:00
Sivin VargheseandGitHub ad41fd90f9 fix: Fix the translation issue on conversation filter reload (#11513)
# Pull Request Template

## Description

This PR fixes the translation inconsistency in the
`<ConversationBasicFilter />` component, where dropdown options would
revert to English after page reload.

**Cause:**
The component used static arrays for chat status and sort options, with
translations initialized only once. After a reload, it showed system
language (English) until the user's locale was fully loaded.

**Solution:**
Replaced static arrays with computed properties to make translations
reactive. This ensures the options automatically update when the locale
changes.

## Type of change

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

## How Has This Been Tested?

### Loom video

**Before**

https://www.loom.com/share/eeac97c59b21480b95ef74813d3d7fa9?sid=0481994a-8d35-4c44-87d0-c6c5a77a54fd

**After**

https://www.loom.com/share/c1bdfbdb19ca4e37bda373f0fe12527a?sid=cb5b1d19-272b-48cb-967c-9a82c2a2b028



## 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
2025-05-19 11:18:06 -07:00
PranavandGitHub f8225f851f fix: Add available_name as method in captain_assistant (#11502)
Fixes
https://linear.app/chatwoot/issue/CW-4366/actionviewtemplateerror-undefined-method-available-name-for-an
2025-05-17 10:06:36 -07:00
f0e8cf4ffe chore(i18n): Update translations (#11501)
Co-authored-by: Pranav <pranavrajs@gmail.com>
2025-05-16 20:14:50 -07:00
cbdac45824 feat: Improve Captain interactions, activity messages (#11493)
Show captain messages under the name of the assistant which generated
the message.

- Add support for `Captain::Assistant` sender type
- Add push_event_data for captain_assistants
- Add activity message handler for captain_assistants
- Update UI to show captain messages under the name of the assistant
- Fix the issue where openAI errors when image is sent
- Add support for custom name of the assistant

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-05-16 19:27:57 -07:00
Sojan JoseandGitHub a295d5b61d chore: Add development guidelines documentation for AI Agents (#11243)
Added `AGENTS.md` containing development guidelines, build commands,
code style conventions, and project-specific instructions for easier
onboarding and consistent development practices. Additionally symlink
for `CLAUDE.md` and `windsurf`
2025-05-16 19:23:10 -07:00
Sojan JoseandGitHub 84dae4e4a9 fix: Move the check for CaptainAssistant to enterprise (#11500) 2025-05-16 16:59:43 -07:00
Sivin VargheseandGitHub 6dc73841f2 fix: CSAT select label dropdown overflow issue (#11499)
# Pull Request Template

## Description

This PR fixes a UI bug where the "Select Label" dropdown in the CSAT
survey rule overflowed off the screen. The dropdown now stays within the
visible bounds.


## 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/6a26ba5524de4fcdb2f209a6ec215ba6?sid=7cf1c84c-b167-4237-9571-00af56f7da18


## 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
- [ ] 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
2025-05-16 16:11:42 -07:00
eba24ce275 chore: Add activity message for conversation resolutions by Captain (#11492)
Currently, when Captain resolves a conversation, the same activity
message used for auto-resolution is shown. This has caused confusion for
users.
With this change, a distinct activity message will be displayed
specifically for resolutions performed by Captain, improving clarity.


Fixes
https://linear.app/chatwoot/issue/CW-4289/incorrect-activity-message-for-conversations-resolved-by-captain-auto#comment-d2991763

Co-authored-by: Pranav <pranav@chatwoot.com>
2025-05-16 11:57:07 -07:00
Sivin VargheseandGitHub 107ad99b7e fix: Change button type for category icon in edit modal to prevent automatic form submission (#11498)
# Pull Request Template

## Description

This PR fixes an issue where updating the icon for a category didn’t
work while editing. This happened because the edit dialog is wrapped in
a form, and the icon button (missing `type="button"`) triggered a form
submission instead of opening the icon picker.

**Solution:**
Set the icon button’s `type` to `"button"` to prevent unintended form
submission.

Fixes
https://linear.app/chatwoot/issue/CW-4350/updating-an-icon-for-the-category-is-not-working

## 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
- [ ] 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
2025-05-16 10:14:56 -07:00
Sivin VargheseandGitHub 558ce9fd4f fix: Accidental contact creation on country dropdown toggle (#11494) 2025-05-16 16:14:00 +05:30
42548dc24c fix: Issues with custom attributes in conversation sidebar (#11476)
# Pull Request Template

## Description

This PR fixes,

1. Fix display issue where the attribute value `0` was not shown for
attributes of type "number" and instead displayed as `"---"`
2. Fix issue where the copy and delete buttons were not visible when the
attribute value was `0`
3. Fix an issue with updating contact custom attributes in the
conversation sidebar (caused by the camelCase param key mismatch in
`contacts/update`; only reproducible for attributes type "date")
4. Ensure the delete button is shown for checkbox-type attributes, even
when the value is `true` or `false` (previously hidden when the value
was `false`, despite the key being present)

Fixes
[CW-4326](https://linear.app/chatwoot/issue/CW-4326/custom-attribute-with-value-0-not-displayed-correctly-in-chatwoot)
https://github.com/chatwoot/chatwoot/issues/11459

## 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/77257dc09a37452bab7876d1554b8a03?sid=dc5635eb-4fe0-4f39-8da2-036d71649ffc

## 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
- [ ] 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>
2025-05-16 15:22:18 +05:30
d0611cb7f2 feat: Improve CSAT responses (#11485)
# Pull Request Template

## Description

This PR introduces basic customization options for the CSAT survey:

* **Display Type**: Option to use star ratings instead of emojis.
* **Message Text**: Customize the survey message (up to 200 characters).
* **Survey Rules**: Send surveys based on labels — trigger when a
conversation has or doesn't have a specific label.

Fixes
https://linear.app/chatwoot/document/improve-csat-responses-a61cf30e054e

## Type of change

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

## How Has This Been Tested?

### Loom videos

**Website Channel (Widget)**

https://www.loom.com/share/7f47836cde7940ae9d17b7997d060a18?sid=aad2ad0a-140a-4a09-8829-e01fa2e102c5

**Email Channel (Survey link)**

https://www.loom.com/share/e92f4c4c0f73417ba300a25885e093ce?sid=4bb006f0-1c2a-4352-a232-8bf684e3d757

## Checklist:

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

---------

Co-authored-by: Pranav <pranavrajs@gmail.com>
2025-05-16 14:18:52 +05:30
Tanmay Deep SharmaandGitHub e9cda40b71 fix: Twilio multiple attachment fix (#11452) 2025-05-16 08:56:37 +05:30
PranavandGitHub bce1f58e86 chore: Update LLM formatter classes to include additional details (#11491)
This PR introduces support for optionally exposing more data during LLM
function calls. This will be useful as we expand Copilot’s capabilities.

Changes included:
- Add support for ArticleLlmFormatter
- Add missing specs for ContactLLMFormatter and ArticleLLMFormatter
- Add additional spec for ConversationLLMFormatter based on config
2025-05-15 17:47:37 -07:00
PranavandGitHub 4f4ef0389b feat: Add support for persistent copilot threads and messages (#11489)
The agents can see the previous conversations with the copilot if needed
with this change. We would have to cleanup the data after a while. For
now, that is not considered.

This PR adds:
- A new model for copilot_threads (intentionally named thread instead of
conversation to avoid confusion), copilot_messages
- Add the controller to fetch previous threads and messages.
2025-05-15 17:37:04 -07:00
a4c7b73888 fix: Manage Twilio SMS channel via inbox API (#11457)
- Currently Chatwoot manages Twilio Inbox creation in a separate
controller , We want to move this to inboxes api so that we have a
unified API for inbox related changes

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-05-15 12:28:54 +05:30
Muhsin KelothandGitHub ac884f58f5 fix: Handle Instagram user consent error for first-time message recipients (#11484)
**Issue**
When attempting to send a message to Instagram users who have never
previously messaged the connected Instagram account, we encounter a
"User consent is required to access user profile" error⁠
⁠
**Fix**
This PR implements proper error handling for cases where user consent is
required. We can only access a user's profile after they have initiated
contact with the Instagram account⁠
2025-05-15 12:02:53 +05:30
Sivin VargheseandGitHub 6b767dbe94 fix: Duplicate attachments when navigating back to a conversation (#11472)
# Pull Request Template

## Description

Fixes
[CW-4330](https://linear.app/chatwoot/issue/CW-4330/bug-attachments-in-gallery-view-gets-duplicated-when-you-navigate-back)

**Cause**
When navigating back to a previously viewed conversation, attachments
were being duplicated in the Gallery View. This occurred because the
`SET_ALL_ATTACHMENTS` mutation was appending new attachments to existing
ones `(attachments.push(...data))` instead of replacing them. Each time
a user returned to a conversation, the attachment list would grow,
showing duplicate images.

**Solution**
Updated the `SET_ALL_ATTACHMENTS` mutation to replace the entire
attachments array instead of appending to it. This change ensures
attachments are cleared before adding new ones when returning to a
previously viewed conversation, preventing duplicates.

## 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/b2472c07e95843f6879724b19ef89311?sid=eed42238-b4bc-4dbe-8ede-a25a13b4610d

## 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
2025-05-14 15:40:11 -07:00
Pranav 123765b676 Linear integration 2025-05-12 21:42:34 -07:00
Pranav bd571f5a7c Fix the styles 2025-05-12 17:54:30 -07:00
Pranav 9e8ea5d2f8 Add support for persistent copilot messages and threads 2025-05-12 17:47:20 -07:00
Pranav 543dd1476d Update the UI 2025-05-12 16:02:35 -07:00
Pranav 5f412b0baf Add limit to the conversations 2025-05-12 14:36:29 -07:00
Pranav 98cb3e0bf8 Update empty state ui 2025-05-12 14:21:40 -07:00