Commit Graph
74 Commits
Author SHA1 Message Date
354c2cab6b fix(captain): handle resolved conversation context (#14433)
# Pull Request Template

## Description

Fixes: https://github.com/chatwoot/chatwoot/issues/13880

Uses approaches discussed from:
https://github.com/chatwoot/chatwoot/pull/13883

Activity messages pertaining to resolve are included along with an
instruction for the LLM to choose whether to consider them or not along

## Type of change

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

## How Has This Been Tested?

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

locally and with specs


## Checklist:

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

---------

Co-authored-by: Sony Mathew <sony@chatwoot.com>
2026-07-15 23:30:17 +05:30
Shivam MishraandGitHub 6b3800e25b fix: pre-chat form contact custom attributes lost for existing contacts (#14956)
Contact custom attributes filled in the pre-chat form (e.g. a CPF field)
were silently lost when the visitor's email or phone matched an existing
contact. The widget sent the attributes in a separate request that raced
the conversation create: creating the conversation merges the widget
contact into the existing contact, so the attribute update landed on the
destroyed contact and vanished without an error. New visitors were
unaffected, which made the bug hard to spot.

The fix sends contact custom attributes inside the same request that
identifies the contact. The widget conversation create endpoint now
accepts `contact.custom_attributes` and applies them through
`ContactIdentifyAction` in the same transaction as the merge, so the
submitted values always land on the surviving contact. The campaign path
folds the attributes into the existing contact update call the same way.

<details>
<summary>Reproduction script (rails runner, concurrent
threads)</summary>

```ruby
# Concurrent reproduction of the pre-chat form race that loses contact
# custom attributes when the visitor's email matches an existing contact.
#
# The old widget fired two unawaited requests on pre-chat submit. Each
# iteration replays them as real concurrent threads:
#   - create thread = POST /widget/conversations: resolves the widget contact,
#     then runs ContactIdentifyAction (which merges the widget contact into the
#     existing contact) inside a transaction held open while the conversation
#     and message are created.
#   - patch thread = PATCH /widget/contact: resolves the widget contact via its
#     contact inbox and applies the custom attributes through
#     ContactIdentifyAction, exactly like Widget::ContactsController#update.
#
# Run with: bundle exec rails runner confirm_prechat_race.rb
# Creates throwaway contacts on Account.first and deletes them afterwards.

ITERATIONS = 20
CPF = '123.456.789-09'.freeze

account = Account.first!
inbox = account.inboxes.first!
losses = 0

ITERATIONS.times do |i|
  existing = account.contacts.create!(name: 'Existing Contact', email: "race-existing-#{SecureRandom.hex(6)}@example.com")
  temp = account.contacts.create!(name: 'Widget Visitor')
  contact_inbox = ContactInbox.create!(contact: temp, inbox: inbox, source_id: SecureRandom.uuid)

  begin
    create_request = Thread.new do
      ActiveRecord::Base.connection_pool.with_connection do
        widget_contact = ContactInbox.find(contact_inbox.id).contact # set_contact before_action
        ActiveRecord::Base.transaction do
          ContactIdentifyAction.new(
            contact: widget_contact,
            params: { email: existing.email, phone_number: nil, name: 'Widget Visitor' },
            retain_original_contact_name: true,
            discard_invalid_attrs: true
          ).perform
          sleep(0.02) # conversation + message creation keeps the transaction open
        end
      end
    end

    patch_request = Thread.new do
      ActiveRecord::Base.connection_pool.with_connection do
        sleep(rand * 0.02) # network jitter between the two requests
        widget_contact = ContactInbox.find(contact_inbox.id).contact # set_contact before_action
        ContactIdentifyAction.new(
          contact: widget_contact,
          params: { custom_attributes: { cpf: CPF } },
          discard_invalid_attrs: true
        ).perform
      end
    end

    create_request.join
    patch_request.join

    survivor = existing.reload
    if survivor.custom_attributes['cpf'] == CPF
      puts "iteration #{i + 1}: CPF survived"
    else
      losses += 1
      puts "iteration #{i + 1}: CPF LOST (survivor custom_attributes: #{survivor.custom_attributes.inspect})"
    end
  ensure
    account.contacts.where(id: [existing.id, temp.id]).find_each(&:destroy!)
  end
end

puts
puts "#{losses}/#{ITERATIONS} iterations lost the CPF -- race #{losses.positive? ? 'confirmed' : 'not reproduced in this run'}"
```

Result: **20/20 iterations lose the CPF** (consistent across repeated
runs). The conversation create holds its transaction open across the
contact merge, so the fast attribute update either resolves the
soon-to-be-destroyed widget contact or blocks on its row lock and then
updates 0 rows — silently, with no error. This is why the customer sees
the loss every time, not intermittently.

Note: the script replays the old two-request flow at the service layer,
so it reproduces the loss even with this fix applied — the fix works by
removing the second request from the widget, not by changing the raced
code paths. The new request spec (`saves contact custom attributes on
the surviving contact when merged into an existing contact`) covers the
fixed contract.

</details>

## Closes

- Reported via support conversation:
https://app.chatwoot.com/app/accounts/1/conversations/84465

## How to reproduce

1. Create a website inbox with a pre-chat form that has a contact custom
attribute field (e.g. CPF).
2. Create a contact with a known email address.
3. As a visitor, open the widget and fill the pre-chat form using that
same email plus a value for the custom attribute.
4. Before: the attribute never appears on the contact profile. After: it
is saved on the existing contact, overwriting any stale value.

## What changed

- `POST /api/v1/widget/conversations` now permits
`contact.custom_attributes` and passes it to `ContactIdentifyAction`,
which deep-merges it atomically with the contact merge.
- The widget pre-chat form sends contact custom attributes inside the
conversation create payload instead of a separate `setCustomAttributes`
call; the campaign path includes them in the `contacts/update` payload.
2026-07-13 13:51:58 +05:30
c8bfbadae2 fix: validate identifier hash on widget contact update (#14884)
## Description

The widget contact update endpoint (`PATCH /api/v1/widget/contact`)
applied updates that set an `identifier` without validating the
`identifier_hash`, unlike `set_user`, which already does. This change
runs the same validation on the update path whenever an `identifier` is
supplied, keeping identity validation consistent across the widget
contact endpoints.

Anonymous updates that don't pass an identifier (prechat
name/email/phone and custom attributes) keep working unchanged,
including on inboxes with mandatory identity validation.

Fixes https://linear.app/chatwoot/issue/CW-7118


---------

Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2026-07-07 16:40:19 +05:30
74db16158d feat: migrate dyte integration to cloudflare realtimekit (#14752)
Dyte is sunsetting its existing infrastructure after the Cloudflare
acquisition, so this migrates Chatwoot’s video call integration to
Cloudflare RealtimeKit.

The integration now uses Cloudflare Account ID, RealtimeKit App ID, and
a Cloudflare API token with Realtime Admin permissions. Meeting creation
and participant token generation now call Cloudflare’s RealtimeKit APIs,
while the existing Chatwoot call experience remains unchanged for agents
and customers.

This also adds setup-time credential validation, so admins get clearer
errors when the API token is invalid, the Cloudflare account or
permissions are incorrect, or the RealtimeKit App ID does not belong to
the selected account.

Fixes
https://linear.app/chatwoot/issue/PLA-176/migrate-dyte-integration-to-cloudflare-realtimekit

**How to test**

1. Go to Settings → Integrations → Cloudflare RealtimeKit.
2. Add a Cloudflare Account ID, RealtimeKit App ID, and API token with
Realtime Admin permissions.
3. Confirm the integration saves successfully with valid credentials.
4. Try invalid credentials and confirm the error identifies whether the
token, account/permissions, or app ID is wrong.
5. Start a video call from a conversation and confirm the RealtimeKit
meeting opens.

---------

Co-authored-by: Muhsin <12408980+muhsin-k@users.noreply.github.com>
Co-authored-by: Sony Mathew <sony@chatwoot.com>
2026-06-24 11:04:08 +04:00
13f66e3a88 fix: incorrect scope across controllers (#14459)
Co-authored-by: Sojan Jose <sojan@pepalo.com>
2026-05-14 20:34:18 +05:30
Muhsin KelothandGitHub b3d0af84c4 fix(widget): Queue SDK-set conversation attributes and labels for first message (#13912)
### Description

When integrating the web widget via the JS SDK, customers call
setConversationCustomAttributes and setLabel on chatwoot:ready — before
any conversation exists. These API calls silently fail because the
backend endpoints require an existing conversation. When the visitor
sends their first message, the conversation is created without those
attributes/labels, so the message_created webhook payload is missing the
expected metadata.

This change queues SDK-set conversation custom attributes and labels in
the widget store when no conversation exists yet, and includes them in
the API request when the first message (or attachment) creates the
conversation. The backend now permits and applies these params during
conversation creation — before the message is saved and webhooks fire.

###  How to test

  1. Configure a web widget without a pre-chat form.
2. Open the widget on a test page and run the following in the browser
console after chatwoot:ready:
`window.$chatwoot.setConversationCustomAttributes({ plan: 'enterprise'
});`
`window.$chatwoot.setLabel('vip');` // must be a label that exists in
the account
  3. Send the first message from the widget.
4. Verify in the Chatwoot dashboard that the conversation has plan:
enterprise in custom attributes and the vip label applied.
5. Set up a webhook subscriber for `message_created` confirm the first
payload includes the conversation metadata.
6. Verify that calling `setConversationCustomAttributes` / `setLabel` on
an existing conversation still works as before (direct API path, no
regression).
  7. Verify the pre-chat form flow still works as expected.
2026-04-02 12:09:24 +04:00
PranavandGitHub 7cf051aba0 fix: Show campaigns only if the feature is enabled (#11420)
If the feature is disabled (manually or due to plan changes), the
customer cannot disable the existing campaigns. This PR would fix that.

Fixes
https://linear.app/chatwoot/issue/CW-3691/fix-disable-campaigns-on-plan-downgrade
2025-05-05 19:41:28 -07:00
11a7414dc0 feat: Upgrade Dyte apis to v2 (#10706)
# Pull Request Template

## Description

Dyte V1 API's are soon going to be deprecated, hence making sure we
update Chatwoot before that happens

Fixes #10704

## Type of change

Please delete options that are not relevant.

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

## How Has This Been Tested?

1. Open a new or existing conversation from the inbox
2. Press the video call icon on the message composer
3. Verify that the message dialog shows up with the join video call
button
4. Verify that clicking on join call does join the call

## 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
- [ ] New and existing unit tests pass locally with my changes (Unable
to run this locally)

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-02-19 14:47:48 -08:00
Muhsin KelothandGitHub 467700499b fix: message_type in widget conversation create end point (#10120)
The `before_type_cast` method sometimes returns a string for
`message_type`, creating inconsistencies in conversation create API
response.
2024-09-16 22:34:09 +05:30
Muhsin KelothandGitHub 5d52e4e0a6 revert: "fix: message_type inconsistency across message end points" (#10119)
Reverts chatwoot/chatwoot#10108
2024-09-16 20:00:11 +05:30
Muhsin KelothandGitHub 05b8486538 fix: message_type inconsistency across message end points (#10108)
The `before_type_cast` method sometimes returns a string for
`message_type`, creating inconsistencies in different payloads. This
pull request will remove all `before_type_cast` usage and replace it
with `to_i` methods.
2024-09-16 16:14:35 +05:30
bce2a07d03 feat: do not send contact details to the widget (#9223)
* refactor: use has_email instead of email

* feat: remove usage of details directly in forms

* test: update payload

* test: fix transcript test

* refactor: use computed hasEmail

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2024-04-12 15:30:07 +05:30
Muhsin KelothandGitHub af7631d9f1 chore: Update MarkMessagesAsReadJob to accept delivered status (#8319) 2023-11-08 13:44:57 -08:00
Pranav Raj SandGitHub d1cbc56d67 chore: Update widget config API to migrate the widget (#8303)
- Update the keys in the widget config API to support loading the widget separately from the Rails App.
2023-11-06 15:27:29 -08:00
Muhsin KelothandGitHub 24fbab94c3 chore: Refactor MarkMessagesAsReadJob based on conversation id and time stamp (#8217)
- Mark all messages as read by providing the conversation ID and timestamp.
- For Instagram, ensure all previous messages that weren't marked as failed are now marked as read. This is because the read events are only triggered for the most recent message and not for any previous ones.
2023-10-27 15:21:39 -07:00
d94108bf3f feat: show ReplyTo in widget UI (#8094)
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2023-10-27 13:35:02 +05:30
Muhsin KelothandGitHub 980013abae feat: Add delivery reports for live chat (#8092) 2023-10-12 20:48:20 +05:30
533f9f7fe4 fix: Email collect overriding existing contact name (#7355)
Currently, if Enable email collect box is enabled, and the user starting the chat already has an account with the same email, it will override the current account with {name} from the email name@email.com , this fixes it.

Co-authored-by: Sojan <sojan@pepalo.com>
2023-06-22 19:09:12 +05:30
Sojan JoseandGitHub 7ab7bac6bf chore: Enable the new Rubocop rules (#7122)
fixes: https://linear.app/chatwoot/issue/CW-1574/renable-the-disabled-rubocop-rules
2023-05-19 14:37:10 +05:30
a040aee96b feat: allow adding custom attributes to conversations from the SDK (#6782)
* feat: add conversation attributes method to sdk and widget app

* feat: add endpoints to update custom attributes

* refactor: update SDK api

* feat: add api and actions for conversation updates

* fix: error message

* test: custom attributes on conversations controller

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2023-04-04 08:57:55 +05:30
Pranav Raj SandGitHub c998c84bc0 fix: Name missing when email is collected via email hook (#6530)
- The name is not updated when the email is updated via the email collect message. This PR fixes that.
2023-02-24 15:24:53 +05:30
ffb4bd0109 feat: Add the support for video calls with Dyte in the live-chat widget (#6208)
Co-authored-by: Nithin David Thomas <1277421+nithindavid@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
2023-01-09 11:52:31 -08:00
b5f7be0cd2 fix: Full name update when creating a conversation without an email id (#5832)
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Pranav Raj S <pranav@chatwoot.com>
2022-11-14 19:39:46 -08:00
Muhsin KelothandGitHub 2e7ab484bd fix: Discard invalid contact attributes in widget conversation end point (#5664)
Fixes: chatwoot/product#601
2022-10-18 13:16:29 -07:00
Jordan BroughandGitHub 59b31615ed chore: Use "create!" and "save!" bang methods when not checking the result (#5358)
* Use "create!" when not checking for errors on the result
* Use "save!" when not checking the result
2022-09-13 17:40:06 +05:30
Pranav Raj SandGitHub e0cebfaa1a chore: Allow super admin to suspend an account (#5174) 2022-08-03 11:40:03 +05:30
Sojan JoseandGitHub 4187428729 chore: Update dependencies to the latest versions (#5033) 2022-07-15 09:51:59 +07:00
Sojan JoseandGitHub e4b159dd54 chore: Fix contact model silently discarding invalid attributes (#4994)
fixes: #4775
2022-07-08 13:58:09 +05:30
f71980bd95 chore: Enhance contact merge action for identified users (#4886)
- Discard conflicting keys 
- Do not merge if there is already an identified contact

Co-authored-by: Pranav Raj S <pranav@chatwoot.com>
2022-06-23 15:48:56 +05:30
Pranav Raj SandGitHub 7434b60f71 fix: Revert changes to fix name updation from pre-chat form (#4741) 2022-05-25 12:38:23 +05:30
Muhsin KelothandGitHub fa51fd1d73 fix: Bypass invalid values in contact patch end point (#4519) 2022-04-25 12:25:38 +05:30
Muhsin KelothandGitHub b082b0e58c fix: Dig params in widget contact end point (#4516) 2022-04-21 20:39:45 +05:30
Muhsin KelothandGitHub fb3ed29c90 chore: Add missing test cases in conversations_controller_spec (#4438) 2022-04-11 14:06:44 +05:30
Pranav Raj SandGitHub 0b03e4b296 feat: Add an option to disable endConversation button (#4352) 2022-04-06 13:54:55 +05:30
cd5646b4b9 fix: Skip contact_last_seen_at in empty conversation payload (#4387)
* Fix undefined `last_seen_at` empty conversation

* chore: remove the comment

Co-authored-by: Sojan Jose <sojan@pepalo.com>
2022-04-05 14:00:07 +05:30
Muhsin KelothandGitHub eff3a50316 fix: Disable showing read messages in unread view (#4324) 2022-03-31 17:35:39 +05:30
Jordan BroughandGitHub c2647a1f27 chore: Use "destroy!" instead of "destroy" when not checking the return value (#4259) 2022-03-24 13:28:25 +05:30
Sojan JoseandGitHub f8c46341f6 chore: Disable invalid contact resolved activity messages (#4253)
Fixes the bug which triggered "Contact resolved conversation" activity messages when snoozed conversations where reopened
2022-03-23 16:08:42 +05:30
b77fad52fb fix: Add missing contact information to fix invalid activity messages (#4195)
Co-authored-by: Tejaswini <tejaswini@chatwoot.com>
2022-03-18 13:43:02 +05:30
Tejaswini ChileandGitHub 207a03155e Feat: authenticate direct upload (#4160) 2022-03-16 13:54:18 +05:30
c4837cd7ac feat: End conversation from widget (#3660)
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Fayaz Ahmed <15716057+fayazara@users.noreply.github.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Nithin David Thomas <1277421+nithindavid@users.noreply.github.com>
Co-authored-by: Pranav Raj S <pranav@chatwoot.com>
2022-03-15 22:07:30 +05:30
Muhsin KelothandGitHub a737f89c47 fix: Ongoing campaign URL validation (#3890) 2022-02-04 14:38:18 +05:30
Tejaswini ChileandGitHub 8821106da9 Fix: Added the backend validation for name (#3878)
- Added the backend validation for name
- Add message size constraint
2022-02-02 14:21:17 -08:00
Pranav Raj SandGitHub 2f63ebb8a6 fix: Add fixes for sentry errors (#3522)
- Add fixes for sentry errors
2021-12-09 11:50:28 +05:30
791d90c6b7 chore: Migrate PubSub Token to contact inbox (#3434)
At present, the websocket pubsub tokens are present at the contact objects in chatwoot. A better approach would be to have these tokens at the contact_inbox object instead. This helps chatwoot to deliver the websocket events targetted to the specific widget connection, stop contact events from leaking into other chat sessions from the same contact.

Fixes #1682
Fixes #1664

Co-authored-by: Pranav Raj S <pranav@chatwoot.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2021-11-22 23:32:17 +05:30
Muhsin KelothandGitHub a2764e5c1d chore: Update deleteCustomAttribute method in SDK (#3334) 2021-11-15 14:56:35 +05:30
sarzynskiandGitHub b3e313a200 fix: Ensure HMAC mandatory when enabled (#3350)
Add missing condition checking if HMAC is mandatory.

Fixes #3349
2021-11-11 09:48:38 +05:30
Sojan JoseandGitHub a0886d37bc chore: Expose widget config via an API (#2645)
Expose widget config via an API so that the UI could be detached from the rails Application.
2021-07-21 01:26:32 +05:30
1bf7227843 chore: Fix emails being sent with the wrong translations (#2236)
Co-authored-by: Pranav Raj S <pranav@chatwoot.com>
2021-06-08 22:45:01 +05:30
Sojan JoseandGitHub 98e2a9b8b5 feat: Builder for creating Campaign conversations (#2192)
- Builder for creating Campaign conversations
- Widget endpoint to fetch the campaigns
2021-05-03 20:23:09 +05:30