Commit Graph
1129 Commits
Author SHA1 Message Date
Sony MathewandGitHub 565a26be21 Merge branch 'develop' into feature/cw-7513 2026-07-22 16:54:12 +05:30
Shivam MishraandGitHub 67cab7171d feat: show Captain generation path on conversation messages [CW-7484] (#15078) 2026-07-21 15:15:13 +05:30
Tanmay Deep Sharma 63837ebef3 feat(automations): trigger-based delayed builder with standard dropdowns 2026-07-20 18:26:56 +05:30
Tanmay Deep Sharma a363f22d82 feat(automations): scope delayed rules to meaningful events/conditions and group the list 2026-07-20 17:42:33 +05:30
Sivin VargheseandGitHub bf0a10c780 feat: introduce voice call dashboard (#14954) 2026-07-20 14:54:05 +05:30
Tanmay Deep Sharma 0d2c0a5656 Merge branch 'develop' into feature/cw-7513 2026-07-20 11:44:18 +05:30
Tanmay Deep Sharma 6830c3273f feat(automations): show what ends the wait in the builder
Make the wait's interrupt explicit (as Intercom does) so users can predict when the
rule runs. An "Ends the wait if …" line adapts to the rule's episode: status change
for conversation rules, customer reply for outgoing message rules, agent reply for
incoming ones — plus "or the conditions no longer match" universally. Behaviour is
unchanged; this only surfaces it.
2026-07-20 11:28:41 +05:30
Tanmay Deep Sharma 2c728341e0 refactor(automations): rename "Delayed execution" to "Wait" in the builder
Adopt the simpler Wait concept (as Intercom et al. use): the toggle is labelled
"Wait", the duration reads "Wait for [4] [Hours]", and the block moves to just
before Actions (it applies to the whole rule; if we add ordered steps later it can
become a proper Wait action). The "Runs after 4h" list badge is unchanged, and the
engineering layer (execution_delay column, delayed_automations flag) keeps its name.
2026-07-20 11:22:12 +05:30
Sojan JoseandGitHub 465763f256 feat: enable Uzbek language (#15056)
Enables Uzbek as a selectable Chatwoot language and wires the `uz`
locale into the dashboard, widget, and survey translation loaders.

## Closes

Closes https://github.com/chatwoot/chatwoot/issues/15030

## Why

Uzbek is now available in the Chatwoot Crowdin project. The widget
translation has been proofread and is 100% translated and approved.

## What changed

- Adds Uzbek to the supported language registry
- Registers the `uz` locale with the dashboard, widget, and survey i18n
loaders

## Validation

- Proofread the Uzbek widget translation in Crowdin
- Verified placeholder preservation and corrected wording where needed
- Confirmed the widget file is 100% translated and 100% approved

This draft intentionally remains blocked until the Crowdin sync adds the
generated Uzbek locale files. It should only be marked ready and merged
after that sync lands.
2026-07-18 03:40:53 -07:00
e70bbfaaa5 chore: Update translations (#15059)
Co-authored-by: Sojan Jose <sojan@pepalo.com>
2026-07-18 02:59:24 -07:00
90861f8809 feat(whatsapp): gate embedded signup inbox creation (#15046)
WhatsApp inbox creation now shows Embedded Signup for Chatwoot Cloud
accounts only when the new `whatsapp_embedded_signup_inbox_creation`
feature flag is enabled. Cloud accounts without the flag go directly to
manual WhatsApp Cloud API setup, while self-hosted installations with a
configured WhatsApp App ID retain their existing Embedded Signup flow.

---------

Co-authored-by: Muhsin <12408980+muhsin-k@users.noreply.github.com>
2026-07-17 14:09:36 +04:00
Sivin VargheseandGitHub 331875cdaa feat: Add popular content per locale (#14939) 2026-07-17 14:43:42 +05:30
5e811eab99 chore(inbox): re-enable Instagram inbox creation (#15042)
Instagram inbox creation is available again on Chatwoot Cloud. Users can
discover and connect Instagram during onboarding or from Add Inbox,
while WhatsApp restrictions and existing-inbox Instagram advisories
remain unchanged.

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

## How to test

1. On Chatwoot Cloud, open Add Inbox and confirm Instagram can be
selected.
2. Confirm **Continue with Instagram** is enabled and starts the OAuth
flow.
3. In onboarding, confirm Instagram is displayed and can start OAuth.
4. Confirm WhatsApp embedded signup remains restricted.

## What changed

- Removed the Cloud-only Instagram filter and OAuth guard from
onboarding.
- Re-enabled the regular Instagram inbox creation action on Cloud.
- Removed the obsolete “Instagram inbox creation is temporarily
unavailable” copy.
- Updated the onboarding expectation for Chatwoot Cloud.

---------

Co-authored-by: Muhsin <12408980+muhsin-k@users.noreply.github.com>
2026-07-16 20:28:49 +04:00
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
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
Tanmay Deep Sharma 88d3876c2b chore(automations): remove unused IMMEDIATELY i18n string 2026-07-15 18:42:10 +05:30
Tanmay Deep Sharma 29eecfafcb chore(automations): label the delay toggle 'Delayed execution' 2026-07-15 18:41:21 +05:30
Tanmay Deep Sharma dd2f3d80cc feat(automations): narrow condition options for delayed rules instead of warning
When a delay is on, the condition attribute dropdown for conversation-level events
offers only Status, and attribute_changed is dropped from the operator list for any
delayed rule. Toggling the delay on resets conditions the delayed rule can't use.
This makes unsupported delayed rules unconstructable, so the inline restriction
warning (and its i18n strings) are removed.
2026-07-15 18:35:55 +05:30
Tanmay Deep Sharma 1e6291616d fix(automations): harden delayed rules against races, stale edits, and unsupported configs
- episode_key_for falls back to the incoming message's created_at when
  waiting_since is still nil (it is written after MESSAGE_CREATED dispatches),
  so awaiting-agent episodes no longer arm as awaiting_agent:0 and get skipped
  as episode_moved on the first customer message after an agent reply.
- Editing a rule's trigger, conditions, or actions (not just the delay) now
  discards its armed pending rows so they can't fire against a definition they
  were never armed under; deleting rather than skipping frees the episode slot
  so the new definition re-arms on the next matching event.
- The rule form only offers a delay when the config supports it: the delayed
  option is disabled with an explanation for attribute_changed conditions and
  for non-status conditions on conversation events, and the backend's specific
  error is surfaced on save instead of a generic message.
2026-07-15 13:00:03 +05:30
Tanmay Deep Sharma 55d68d930d Merge remote-tracking branch 'origin/develop' into feature/cw-7513
# Conflicts:
#	app/javascript/dashboard/featureFlags.js
#	config/features.yml
2026-07-15 12:31:43 +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
Tanmay Deep Sharma e12e686244 Merge branch 'develop' into feature/cw-7513 2026-07-13 14:36:26 +05:30
Tanmay Deep Sharma cdccbb39aa Merge branch 'develop' into feature/cw-7513 2026-07-13 14:35:03 +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
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
Tanmay Deep Sharma 30ee4a61fc feat(automations): add delayed execution for automation rules 2026-07-10 10:00:07 +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
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
Shivam MishraandGitHub b9536fb8ed fix: use reserved example domain in SAML placeholders (#14958) 2026-07-08 21:55:38 +05:30
Shivam MishraandGitHub 29d0b92f1c fix: captain hours saved metric (#14948)
Reworks the Captain assistant "hours saved" metric so it produces a
believable number. It previously multiplied assistant reply count by
customer reply-wait time, which inflated the figure into the millions of
hours. It now estimates saved time as replies × a fixed ~2 min per-reply
effort assumption. On the overview card the value renders in days once
it passes 100 hours, and the label/hint copy was updated to match.

## How to test
1. Open the Captain assistant overview page.
2. Check the "Time saved" card shows a sensible value (hours, or days
past 100h).
3. Hover the hint and confirm it reflects the per-reply estimate.
2026-07-07 19:16:24 +05:30
a5fcecb3f6 feat: assistant overview page [CW-7408] (#14889)
This PR adds a Captain Assistant **Overview** page to show some KPI
metrics (conversations handled, auto-resolution, handoff, hours saved,
reopen-after-resolve, conversation depth) with trend deltas vs the
previous window, a real knowledge card, and a lazily-loaded, cached LLM
welcome summary.

### Highlights

- **Two contextual banners** on the overview:
- **Inbox banner** — prompts the user to connect an inbox when the
assistant has none, so it can actually do work.
- **Coverage banner** — warns when FAQ coverage is below 85% with more
than 100 responses pending review, linking straight to the pending
queue. Dismissal persists per-assistant for 24h via localStorage.
- **Batched stats builder** (`Captain::AssistantStatsBuilder`) computes
both windows in single FILTER-aggregated scans to cut round trips,
behind new `stats`/`summary` endpoints.
- **Cards included but intentionally left dummy / not rendered yet:**
`ResponseQualityCard` (flagged responses) and `CreditUsageCard` (credit
usage + daily chart). Credits are an account-wide counter with no
per-assistant or daily history, so there is no real data to back them
yet; they ship in the codebase but are not wired into the page.

### Index migration

- Replaces `index_messages_on_sender_type_and_sender_id` with
`index_messages_on_sender_and_created` `(sender_type, sender_id,
created_at)`.
- **Why it helps:** the per-assistant windowed lookups filter `sender_*`
*and* a `created_at` range. The old 2-column index matched every
lifetime row for the assistant and filtered the time slice at the heap
(~89% of rows discarded); adding `created_at` as a range column lets
Postgres scan only the window, and fixes the row-count estimate so the
planner picks a hash join over a nested loop on `reporting_events`.
- **Why dropping the old index is safe:** the new index is a left-prefix
superset `(sender_type, sender_id, ...)`, so every query the old one
served is still served. No code references it by name, and dropping it
keeps write amplification on `messages` neutral. Built/dropped with
`CONCURRENTLY` and `if_not_exists`/`if_exists` guards.


## Preview

<img width="2572" height="1754" alt="CleanShot 2026-06-29 at 22 38
51@2x"
src="https://github.com/user-attachments/assets/3798d09e-7850-48e4-b2cd-508533f15cea"
/>

## Banners

#### Inbox connect alert

<img width="2178" height="612" alt="CleanShot 2026-06-30 at 14 26 55@2x"
src="https://github.com/user-attachments/assets/373c371c-bb7d-4291-a0f9-620673078302"
/>

#### Coverage alert
<img width="2178" height="612" alt="CleanShot 2026-06-30 at 14 25 41@2x"
src="https://github.com/user-attachments/assets/e12d6308-11b6-4ba2-88a2-8a3077dd3e8f"
/>

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2026-07-07 17:54:13 +05:30
Tanmay Deep SharmaandGitHub 11deffdd5d feat: billing brl pix new users (#14617)
## Linear ticket
- https://linear.app/chatwoot/issue/CW-7253/billing-brl-pix-new-users

## Description

New accounts that sign up in Brazilian Portuguese are now billed in BRL
instead of USD. Their Stripe customer is created with a Brazil address
and Portuguese locale (so the Stripe portal offers Real prices and PIX),
and the AI credit top-up flow shows packages priced in the account's
billing currency. Currency support is config-driven, so adding another
currency later is a configuration change rather than a code change.


## Type of change

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

## How Has This Been Tested?

- https://www.loom.com/share/c8d3d08c1b844ed6b820438d4209491a

## Screenshot
<img width="904" height="440" alt="image"
src="https://github.com/user-attachments/assets/6f19fad8-e6af-46ea-b99f-b0265bb9eeec"
/>


## 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
2026-07-06 16:35:38 +05:30
6a7ca9dd3b feat: Add report bar drilldown drawer (#14626)
## Description

Adds drilldown support for report bar charts powered by
`ReportContainer`. Clicking a non-zero report bar now opens a right-side
drawer with the conversations or messages that contributed to that
bucket, with each row linking to the underlying conversation and message
rows linking with `messageId`.

This includes a new `GET /api/v2/accounts/:account_id/reports/drilldown`
endpoint, backend drilldown builders/serializers, generic chart click
emission, local drawer state via `useReportDrilldown`, compact drilldown
cards, pagination, stale-response protection, and validation for
unsupported drilldown dimensions.

Fixes # CW-4497

https://linear.app/chatwoot/issue/CW-4497/drill-down-on-agent-conversations-report

## Type of change

- [x] 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?

Ran the focused backend and frontend checks for the drilldown endpoint,
builder, chart click handling, drawer/card UI, API helper, and
stale-response handling.

Here are the screenshots on how it looks like:
<img width="1792" height="1199" alt="Screenshot 2026-06-02 at 11 32
11 PM"
src="https://github.com/user-attachments/assets/6bdb8832-b9df-4bf3-9a2a-beaefe203b6e"
/>
<img width="1791" height="1230" alt="Screenshot 2026-06-02 at 11 32
34 PM"
src="https://github.com/user-attachments/assets/36e92eb7-3208-4855-87f4-0c7f316df54d"
/>
<img width="1784" height="1235" alt="Screenshot 2026-06-02 at 11 32
46 PM"
src="https://github.com/user-attachments/assets/f7a53916-74f2-4622-9305-042e0ac9e877"
/>



## 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: Vishnu Narayanan <iamwishnu@gmail.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2026-07-02 16:07:26 +05:30
Aakash BakhleandGitHub 926a9d8a69 fix(captain): default temperature to 0.5 and remove UI control (#14879)
# Pull Request Template

## Description

- Default temperature to 0.5 and remove UI control
- No migrations needed for existing accounts, their current settings are
preserved

## 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 spec

## 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
2026-06-30 15:14:03 +05:30
Sony MathewandGitHub cf134deb37 fix: Preserve Captain LLM defaults (#14858)
# Pull Request Template

## Description

Adjusts the Captain LLM feature defaults after feature routing so the
defaults stay intentional and avoid unintended high-cost model upgrades.
Assistant, copilot, and onboarding content generation now default to
`gpt-4.1`; audio transcription keeps `gpt-4o-mini-transcribe` as the
default while exposing `whisper-1` as an available account override
option.

Related: https://linear.app/chatwoot/issue/CW-7425/test-new-models

## Type of change

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

## How Has This Been Tested?

- `ruby -ryaml -e 'yaml = YAML.load_file("config/llm.yml"); features =
yaml.fetch("features"); models = yaml.fetch("models"); features.each {
|name, cfg| missing = Array(cfg["models"]) - models.keys; raise
"#{name}: missing #{missing.join(",")}" if missing.any?; raise "#{name}:
default not in models" unless
Array(cfg["models"]).include?(cfg["default"]) }'`
- `node -e
"JSON.parse(require('fs').readFileSync('app/javascript/dashboard/i18n/locale/en/settings.json',
'utf8'))"`
- `pnpm exec prettier --check
app/javascript/dashboard/i18n/locale/en/settings.json`
- `bundle exec rspec spec/lib/llm/feature_router_spec.rb
spec/enterprise/services/llm/base_ai_service_spec.rb
spec/enterprise/models/concerns/agentable_spec.rb
spec/enterprise/services/messages/audio_transcription_service_spec.rb
spec/models/concerns/captain_featurable_spec.rb
spec/models/account_spec.rb
spec/controllers/api/v1/accounts/captain/preferences_controller_spec.rb
spec/controllers/super_admin/accounts_controller_spec.rb`
- `bundle exec rspec
spec/enterprise/services/captain/llm/article_translation_service_spec.rb
spec/enterprise/services/messages/audio_transcription_service_spec.rb
spec/enterprise/services/llm/base_ai_service_spec.rb`
- `RUBOCOP_CACHE_ROOT=/private/tmp/rubocop_cache bundle exec rubocop
enterprise/app/services/captain/llm/article_translation_service.rb
enterprise/app/services/messages/audio_transcription_service.rb
spec/enterprise/services/captain/llm/article_translation_service_spec.rb
spec/enterprise/services/llm/base_ai_service_spec.rb
spec/enterprise/services/messages/audio_transcription_service_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
- [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
2026-06-25 21:35:09 +05:30
62cbeae95f feat: onboarding inboxes UI (#14565)
After entering their account details, new admins land on an **Inbox
setup** screen that shows what we've already set up for them and lets
them connect their conversation channels without leaving onboarding. It
surfaces the auto-created live chat widget (and Help Center on
Enterprise), highlights channels detected from their website, and offers
a **View all** dialog to connect any supported channel inline.

### Channel status

| Channel | How it connects | Status | PR |
|---|---|---|---|
| Live chat (Website) | Auto-created during setup |  Done |
https://github.com/chatwoot/chatwoot/pull/14314 |
| WhatsApp | Meta embedded signup |  Done |
https://github.com/chatwoot/chatwoot/pull/14619 |
| Facebook | Login + page picker |  Done |
https://github.com/chatwoot/chatwoot/pull/14619 |
| Instagram | OAuth redirect |  Done |
https://github.com/chatwoot/chatwoot/pull/14568 |
| TikTok | OAuth redirect |  Done |
https://github.com/chatwoot/chatwoot/pull/14569 |
| LINE | Inline credential form |  Done | — |
| Telegram | Inline credential form |  Done | — |
| Gmail / Outlook | OAuth (email) | ⚠️ Disabled — coming in a follow-up
| https://github.com/chatwoot/chatwoot/pull/14567 |
| SMS / API / Voice / Other email | — |  Unavailable | — |

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2026-06-25 14:54:07 +05:30
df79c0bbde feat: exclude stale conversations via assignment policy age threshold (#14766)
## Linear ticket
-
https://linear.app/chatwoot/issue/CW-7137/assignment-v2-backlog-flush-overloads-agents

## Description

Assignment policies now skip stale unassigned conversations
automatically. Each policy carries an age threshold (defaults to 7
days), so auto-assignment only picks up recent backlog instead of
draining very old, forgotten conversations. The threshold is
configurable per policy and can be cleared to assign conversations
regardless of age. Previously this control existed only on Enterprise
capacity policies (`exclude_older_than_hours`); it now lives on the
assignment policy itself, so every V2 inbox benefits without needing a
capacity policy.

## Type of change

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

## How Has This Been Tested?

- Local UI flows

## Screenshots? 

<img width="645" height="822" alt="image"
src="https://github.com/user-attachments/assets/ec58db86-c1fa-4f9e-be87-2e24ff02e077"
/>


## 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

---------

Co-authored-by: Sony Mathew <sony@chatwoot.com>
2026-06-23 12:22:45 +05:30
6a262287d2 feat(captain): allow agents to report Captain messages (#14799)
Adds a cloud-only flow for agents to flag incorrect or problematic
Captain (AI) responses. Right-clicking a Captain message surfaces a
"Report message" option that opens a dialog to pick a problem type and
add a description, persisted to a new captain_message_reports table for
the team to review.


<img width="636" height="542" alt="Screenshot 2026-06-20 at 9 15 56 AM"
src="https://github.com/user-attachments/assets/afaa233d-6bd6-455a-8a33-a3796a3e3ef6"
/>
<img width="580" height="502" alt="Screenshot 2026-06-20 at 9 16 03 AM"
src="https://github.com/user-attachments/assets/2d220d99-98cc-4c5e-a325-778ceb4f7bc9"
/>

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-20 14:47:08 -07:00
80b132e155 feat(tiktok): add cloud warning (#14768)
Adds Cloud-only warning on the TikTok connect page while North American
account connections may be temporarily unavailable.

Fixes
https://linear.app/chatwoot/issue/CW-7322/cloud-show-tiktok-north-america-warning-on-connect-page

---------

Co-authored-by: Muhsin <12408980+muhsin-k@users.noreply.github.com>
2026-06-19 12:29:07 +04:00
Sivin VargheseandGitHub 32b63ad0c0 feat: add search to Help Center admin pages (#14772) 2026-06-19 12:41:21 +05:30
Vishnu NarayananandGitHub f66b551c7d revert: Sidebar unread counts for filters (CW-7262) (#14769)
## Description

Reverts [#14726](https://github.com/chatwoot/chatwoot/pull/14726)
(\"feat: Add sidebar unread counts for filters (CW-7262)\"), which
shipped in 4.15.0.

After 4.15.0 rolled out to prod the unread-counts-for-filters code path
caused a cascading incident:

- `Counter#ensure_filters_cache!` fires on every `/unread_counts/index`
and `update_last_seen` request.
- On cache miss it calls `Builder#build_filters_for!`, which:
- invokes `store.clear_user_filters!` -> `delete_matching` -> a Redis
`SCAN_each` over a per-user pattern keyspace, and
- runs 4 fresh SQL passes per user (mentions, participating, unattended,
and per-folder `Conversations::FilterService` queries).
- Threads blocked in the SCAN held their DB connections, the connection
pool exhausted, Sidekiq jobs were discarded with
`ActiveJob::DeserializationError: could not obtain a connection from the
pool`, and the enqueued queue blew past 200K.


Related:
[CW-7262](https://linear.app/chatwoot/issue/CW-7262/unread-counts-for-filters-folders)

## 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?


## 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
2026-06-17 14:58:48 +04:00
fe6368b42e feat: Add sidebar unread counts for filters (CW-7262) (#14726)
## Description

Extends the conversation unread-count system so the left sidebar can
show unread badges for Mentions, Participating, Unattended, and saved
conversation folders. Folder badges reuse the existing `custom_filters`
conversation filter semantics, store user-scoped Redis sets lazily, and
skip unsupported folder filters so invalid saved folders continue to
render without a badge. The Unattended badge counts all visible unread
open conversations that match the existing unattended conversation
scope.

Closes
-
[CW-7262](https://linear.app/chatwoot/issue/CW-7262/unread-counts-for-filters-folders)

## What changed

- Added user-scoped unread-count Redis keys and cache builders for
mentions, participating conversations, unattended conversations, and
saved folder filters.
- Reused `Conversations::FilterService` through a relation-returning
path so folder counts match the folder conversation list behavior.
- Invalidated user filter caches from mention, participant,
custom-filter, and relevant conversation update events.
- Extended the unread-count endpoint payload and sidebar Vuex/sidebar
rendering for the new badge counts, including the Unattended sidebar
item.
- Added Ruby, Enterprise, request, listener, and frontend store coverage
for the new unread-count dimensions.

## Type of change

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

## How Has This Been Tested?

- Created local validation folders for `john@acme.inc` and confirmed the
unread-count payload includes open, resolved, and high-priority folder
badges while excluding the invalid unsupported folder.
- Added coverage for the Unattended badge rule: all visible unread open
conversations matching `Conversation.unattended`.
- Ran focused unread-count Ruby specs, including service, listener,
request, and Enterprise counter coverage.
- Ran frontend unread-count store specs.
- Ran RuboCop on the touched Ruby files.
- Ran ESLint through the project script; it completed with warnings in
existing unrelated files and no errors.

<img width="369" height="525" alt="Screenshot 2026-06-13 at 10 51 39 PM"
src="https://github.com/user-attachments/assets/36b1d2c4-dac1-4f6f-9c0e-7ef5a6cc2975"
/>

## 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] Documentation changes are not required for this internal
unread-count behavior
- [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] No dependent downstream changes are required

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2026-06-16 23:46:49 +05:30
41a3ab6dfa feat(companies): add contact company selector (#14496)
Adds a company selector to the contact details form so agents can
associate a contact with an existing company directly from the contact
page.

Closes

- None

Why

Contacts already expose company information through the CRM fields, but
the form only accepted free-text company names. As we split company CRM
work into smaller PRs, this keeps the contact page aligned with the
structured company model while preserving the existing company-name
behavior used by automations.

What changed

- Shows a company dropdown in the contact details form when the
Companies feature is enabled.
- Keeps legacy free-text company names editable when a contact has no
structured `company_id`.
- Allows Enterprise contact create/update APIs to accept account-scoped
`company_id`.
- Syncs `additional_attributes.company_name` when a contact is
associated with a company, including the existing email-domain
auto-association path.
- Serializes `company_id` in the contact model payload so the form can
show the current association.

How to test

1. Enable Companies for an account and open a contact details page.
2. In Edit contact details, use the Company field to select an existing
company.
3. Save the contact and refresh the page.
4. Confirm the selected company remains visible and the contact is
associated with that company.
5. Confirm contacts with only a legacy free-text company name still show
the text input instead of an empty selector.

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Sony Mathew <2040199+sony-mathew@users.noreply.github.com>
2026-06-16 15:29:27 +05:30
Sivin VargheseandGitHub 1713cabdf2 feat: Add emoji & icon picker for Help Center categories (#14702) 2026-06-16 02:10:05 +05:30
d8a16278b9 fix: added ordering capability for sidebar sections folders, teams, channels and labels (CW-7193) (#14609)
## Description

* Added the ability to sort for 4 sub-sections under conversations
folders, teams, channels and labels.
* the sort options are basically created at, alphabetical and unread
counts along with both directions.
* for folders we don't have an unread count, so we sort it by only
created and alphabetical.
* all the sort preferences are stored on the frontend - easiest
implementation for now.

Fixes # CW-7193

## Type of change

Please delete options that are not relevant.

- [ ] 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?

Tested this locally by visually verifying the changes. Also ran the
newly added tests for component level changes.

Here is the screenshot of the changes:

Added the sort option to sub sections in the conversation sidebar:
<img width="282" height="848" alt="Screenshot 2026-06-02 at 1 58 12 AM"
src="https://github.com/user-attachments/assets/4a7c6061-86e3-438a-92ae-ee643a0128b6"
/>

The sort options looks like this:
<img width="783" height="698" alt="Screenshot 2026-06-02 at 1 58 49 AM"
src="https://github.com/user-attachments/assets/a15bb0a7-b810-4423-a88c-fbd84d0476c0"
/>


## 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: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
2026-06-15 21:34:19 +05:30
Sony MathewandGitHub 4816e923b6 chore: added a new sort by unread option for conversations (CW-7152) (#14512)
## Description

Added a new option for the sort by option in conversation filters called
unread. This is to filter out unread conversations.
Fixes # CW-7152

## Type of change

Please delete options that are not relevant.

- [ ] 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?

Tested manually in local.

<img width="1397" height="603" alt="Screenshot 2026-05-20 at 10 40
20 PM"
src="https://github.com/user-attachments/assets/6c60263e-907b-419f-a7ed-06010bbe8736"
/>


## 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
2026-06-15 17:58:04 +05:30
396631ad7d feat: enforce concurrent session limit with login picker (CW-7169) (#14621)
## Description

Cap active sessions at `MAX_USER_SESSIONS` which defaults to existing
value of `25` per user. This ensure existing user login behavior is not
affected for self-hosted installations. Browser users at the cap see a
session picker (409 response) to choose which session to end.
Non-browser clients and partially-tracked users get silent
oldest-session eviction.

Depends on #14556.

## Type of change

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

## How Has This Been Tested?

Specs cover: under limit, at limit (browser picker, non-browser
eviction), partial tracking fallback, revoke single/all sessions during
login, session row creation on successful login.

---------

Co-authored-by: Sony Mathew <sony@chatwoot.com>
2026-06-15 17:28:13 +05:30