Commit Graph
853 Commits
Author SHA1 Message Date
Tanmay Deep Sharma ba0fcbfc7f refactor(voice): tighten WhatsApp call pipeline and broadcast hyphenated terminate status 2026-04-30 16:04:39 +07:00
Tanmay Deep Sharma 67b522c433 refactor(voice): expose voice_enabled? on Channel::Whatsapp for duck-typed checks 2026-04-30 15:34:08 +07:00
5325e05143 feat: Add platform-wide status banners for outage notifications (#13943)
Adds a platform-wide status banner system to notify all users about
external service outages. Super Admins can create, edit, and manage
banners via the Super Admin console. Banners support markdown for links
and are dismissible by users.


<img width="1099" height="236" alt="image"
src="https://github.com/user-attachments/assets/047a7994-d885-4a8a-b9c4-aeb32f15474a"
/>




## How to test
1. Set `ENABLE_PLATFORM_BANNERS=true` in your environment
2. Go to Super Admin → Platform Banners
3. Create a banner with a message like: `Elevated error rates from Meta
APIs. [Check status](https://metastatus.com)`
4. Select a banner type: `info` (blue), `warning` (amber), or `error`
(red)
5. Visit the dashboard — the banner should appear at the top
6. Click "Dismiss" — the banner hides and stays dismissed across page
reloads
7. Deactivate the banner in Super Admin — it disappears on next page
load

## What changed
- New `PlatformBanner` model with `banner_message`, `banner_type`
(info/warning/error), and `active` flag
- Super Admin CRUD via Administrate (controller, dashboard, routes,
sidebar icon)
- `DashboardController` serves active banners via `globalConfig`
- `StatusBanner.vue` component renders banners with markdown support and
per-banner localStorage dismiss
- Feature gated behind `ENABLE_PLATFORM_BANNERS` env var

🤖 Generated with [Claude Code](https://claude.com/claude-code)

---------

Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Muhsin <12408980+muhsin-k@users.noreply.github.com>
2026-04-29 17:18:38 +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
fed32d5964 fix(perf): force better index for pending_reponses longest first sort (#14291)
## Description

Fix a Postgres planner trap on the "Pending Response: Longest first"
sort that causes the conversation list to hang on busy accounts.

The current `sort_on_waiting_since` generates query with `ORDER BY
waiting_since ASC NULLS LAST, created_at ASC`. That order-by is exactly
the shape of the single-column `index_conversations_on_waiting_since`
btree, so the planner picks a forward index walk thinking `LIMIT 25`
will stop early. In practice the per-account matches are spread along
the global waiting_since timeline, so the scan reads tens of millions of
rows from other accounts and discards them via the filter before
producing any results which in turn causes the requests to time out and
the conversation list spinner never resolves.

DESC direction and every other sort (`priority`, `created_at`,
`last_activity_at`) are unaffected. They fall through to
`conv_acid_inbid_stat_asgnid_idx` (account-scoped composite), which is
the right index for this access pattern.

This change leads the ORDER BY with the expression `(waiting_since IS
NULL)`, which no column-only btree can satisfy. The planner falls back
to the same account-scoped index used by every other sort, and sorts in
memory. Same logical NULLS LAST output for both directions; no behavior
change for users.

Fixes CW-6965

## 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?

- [x] Existing specs pass
- [x] Added new specs to cover NULL case
- [x] Verify results and order for old and new query in prod
- [x] Tested in prod since staging data was not sufficient

`EXPLAIN (ANALYZE, BUFFERS)` for the same query (status=0, ASC, LIMIT
25) on a representative production account, before vs after:

| Metric | Before | After |
| --- | --- | --- |
| Execution time | 34,679 ms | 0.71 ms |
| Rows discarded by filter | 36,906,962 | 0 |
| Shared buffer hits | 12,699,924 | 11 |
| Blocks read from disk | 851,226 | 112 |
| I/O read time | 17,785 ms | 0.3 ms |
| Pages dirtied / written | 98 / 31,043 | 0 / 0 |

Verified on two production accounts: identical row IDs in identical
order between the old and new ORDER BY for both ASC and DESC. A
NULL-bucket regression spec was added covering ASC/DESC tail ordering
when some conversations have a null `waiting_since`.

Roughly `49,000×` faster on this query (34,679 ms → 0.71 ms), and
trivially less I/O and buffer pressure on the cluster while it runs.

## 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: Tanmay Deep Sharma <32020192+tds-1@users.noreply.github.com>
2026-04-28 18:50:29 +07:00
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
035d2858f5 fix(agent-bots): destroy permissibles on AgentBot deletion and skip orphans in index (#14273)
\`GET /platform/api/v1/agent_bots\` returns 500 when any \`AgentBot\`
that was previously registered with a Platform App has since been
deleted. The bug was introduced by a missing \`dependent: :destroy\` on
the \`AgentBot\` model — deleting a bot left orphaned rows in
\`platform_app_permissibles\`, which the index action later iterated
over and crashed rendering with a \`NoMethodError\` on \`nil\`.

Closes #13407

## Root cause

The index action loads all \`platform_app_permissibles\` for the
platform app and passes each \`resource.permissible\` (the associated
\`AgentBot\`) to a Jbuilder partial. When the \`AgentBot\` no longer
exists, \`resource.permissible\` returns \`nil\` and the partial crashes
calling \`.id\`, \`.name\`, etc. on it.

Every other \`AgentBot\` association (\`agent_bot_inboxes\`,
\`messages\`, \`assigned_conversations\`) had a \`dependent:\` option —
\`platform_app_permissibles\` was the only one missing it. There was
also an N+1 query: the index fired a separate SQL query per permissible
to load each bot.

## What changed

**1. Model — prevent orphans at deletion time**
\`\`\`ruby
has_many :platform_app_permissibles, as: :permissible, dependent:
:destroy
\`\`\`

**2. Controller — eager-load to eliminate N+1**
\`\`\`ruby
@resources = @platform_app.platform_app_permissibles
               .where(permissible_type: 'AgentBot')
               .includes(:permissible)
\`\`\`

**3. Jbuilder — defensive nil guard for pre-existing orphans**
\`\`\`ruby
bot = resource.permissible
next if bot.nil?
json.partial! '...', resource: bot
\`\`\`

## Trade-offs considered

| Option | Decision |
|---|---|
| Rescue \`NoMethodError\` in jbuilder | Hides the failure rather than
fixing it. Rejected. |
| Only add the nil guard, skip the model fix | Leaves the data integrity
gap open — future deletions continue creating orphans. Rejected. |
| Both layers (chosen) | Model fix prevents new orphans; nil guard is
defence-in-depth for any orphans that survived before deployment. |
| \`dependent: :nullify\` | Doesn't apply — a nullified permissible
would still cause the same nil dereference. Rejected. |

## How to reproduce

1. Create an AgentBot via the Platform API
2. Delete the AgentBot via any path (admin UI, API, or direct model
call)
3. Call \`GET /platform/api/v1/agent_bots\` with a Platform App token
4. Observe 500

After this fix, the endpoint returns 200 with an empty array.

Co-authored-by: Ramalau Debeila <rdebeila@datacentrix.co.za>
2026-04-27 19:17:32 +05:30
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
2266eb493b fix: Add validation to the name attribute in user (#10805)
With this change, the form will start displaying a required field. While
validation is already enforced in APIs and other areas, the super_admin
console—being autogenerated—will throw an error since this requirement
isn’t explicitly defined in the model.

<img width="670" alt="Screenshot 2025-01-30 at 2 12 43 PM"
src="https://github.com/user-attachments/assets/e0ab3ace-3649-4ef2-bc94-8d4d80453dd1"
/>

Fixes https://github.com/chatwoot/chatwoot/issues/10754

---------

Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Sony Mathew <ynos1234@gmail.com>
Co-authored-by: Sony Mathew <2040199+sony-mathew@users.noreply.github.com>
Co-authored-by: Sony Mathew <sony@chatwoot.com>
2026-04-27 15:47:11 +05:30
Sony MathewandGitHub 661608c0b1 fix: [CW-6931] Harden external downloads against SSRF [avatar from url job] (#14153)
This routes external downloads used by avatar sync through SafeFetch. It closes the SSRF exposure from raw Down.download paths, preserves provider-specific auth and header flows, and adds regression coverage
for blocked internal URLs plus authenticated downloads.
Fixes # (issue): [CW-6931](https://linear.app/chatwoot/issue/CW-6931/avatarwidget-url-ssrf-downdownload-unprotected-unauth)
2026-04-24 18:59:45 +05:30
Tanmay Deep SharmaandGitHub 7d42edd17f fix: sanitize parentheses from email From header to prevent SMTP 553 errors (#14075)
## Description

When an inbox name or business name contains parentheses — e.g. `Giro
Crédito - Soporte (Email` — the resulting From header becomes
unparseable by SMTP servers. The `(` is interpreted as an RFC 5322
comment start, swallowing the actual email address and causing a `553
Invalid email address` rejection.

Closes [CW-6323](https://linear.app/chatwoot/issue/CW-6323)


## Type of change

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

## How to reproduce?

1. Set an inbox's name or business name to include a parenthesis, e.g.
`Support (Email`
2. Send an outgoing email reply from that inbox
3. Observe `Net::SMTPFatalError: 553 ... Invalid email address`

## 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
2026-04-21 11:30:20 +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 48533e2a5d fix: strip markdown hard-break backslashes from webhook payloads (#13950) 2026-04-16 13:19:35 +05:30
f422c83c26 feat: Add unified Call model for voice calling (#14026)
Adds a Call model to track voice call state across providers (Twilio,
WhatsApp). This replaces storing call data in
conversation.additional_attributes and provides a foundation for call
analytics multi-call-per-conversation support, and future voice
providers.

---------

Co-authored-by: Muhsin <12408980+muhsin-k@users.noreply.github.com>
2026-04-13 20:28:09 +04:00
722e68eecb fix: validate support_email format and handle parse errors in mailer (#13958)
## Description

ConversationReplyMailer#parse_email calls
Mail::Address.new(email_string).address without error handling. When an
account's support_email contains a non-email string (e.g., "Smith
Smith"), the mail gem raises Mail::Field::IncompleteParseError, crashing
conversation transcript emails.

This has caused 1,056 errors on Sentry (EXTERNAL-CHATINC-JX) since Feb
25, all from a single account that has a name stored in the
support_email field instead of a valid email address.

Closes
https://linear.app/chatwoot/issue/CW-6687/mailfieldincompleteparseerror-mailaddresslist-can-not-parse-orsmith

## Type of change

Please delete options that are not relevant.

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


## Checklist:

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

---------

Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Co-authored-by: Vishnu Narayanan <iamwishnu@gmail.com>
2026-04-13 19:06:06 +07:00
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
Sivin VargheseandGitHub bd14e96ed9 chore: allow article to create without content (#14007) 2026-04-09 10:40:37 +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
441fe4db11 fix: scope external_url override to Instagram DM conversations only (#13982)
Previously, all incoming messages from Facebook channel with
instagram_id had their attachment data_url and thumb_url overridden with
external_url. This caused issues for non-Instagram conversations
originating from Facebook Message where the file URL should be used
instead.

Narrows the override to only apply when the conversation type is
instagram_direct_message, which is the only case where Instagram's CDN
URLs need to be used directly.

Fixes
https://linear.app/chatwoot/issue/CW-6722/videos-are-missing-in-facebook-conversation

---------

Co-authored-by: Muhsin <12408980+muhsin-k@users.noreply.github.com>
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-02 19:56:23 +05:30
d83beb2148 fix: Populate extension and include content_type in attachment webhook payload (#13945)
Attachment webhook event payloads (`message_created`) were missing the
file extension and content type. The `extension` column existed but was
never populated, and `content_type` was not included in the payload at
all.

## What changed

- Added `before_save :set_extension` callback to extract file extension
from the filename when saving an attachment.
- Added `content_type` (from ActiveStorage) to the `file_metadata` used
in `push_event_data`.

### Before
```json
{
  "extension": null,
  "data_url": "...",
  "file_size": 11960
}
```

### After
```json
{
  "extension": "pdf",
  "content_type": "application/pdf",
  "data_url": "...",
  "file_size": 11960
}
```

## How to reproduce
1. Send a message with a file attachment (e.g., PDF) via any channel
2. Inspect the `message_created` webhook payload
3. Observe `extension` is `null` and `content_type` is missing

🤖 Generated with [Claude Code](https://claude.com/claude-code)

---------

Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-02 11:13:11 +04:00
Vishnu NarayananandGitHub 4c4b70da25 fix: Skip email rate limiting for self-hosted instances (#13915)
Self-hosted installations were incorrectly hitting the daily email rate
limit of 100, seeded from `installation_config`. Since self-hosted users
control their own infrastructure, email rate limiting should only apply
to Chatwoot Cloud.

Closes #13913
2026-03-26 18:06:10 +05:30
e0e321b8e2 fix: Annotaterb model annotation incomplete migration (#13132)
This pull request fixes the model annotation tooling due to previous
incomplete migration from `annotate` to `annotaterb` gem (#12600). It
also improves the handling of serialized values in the
`InstallationConfig` model by ensuring a default value is set,
simplifying the code, and removing a workaround for YAML
deserialization.

**Annotation tooling updates:**

* Added `.annotaterb.yml` to configure the `annotate_rb` gem with
project-specific options, centralizing annotation settings.
* Replaced the custom `auto_annotate_models.rake` task with the standard
rake task from `annotate_rb`, and added `lib/tasks/annotate_rb.rake` to
load annotation tasks in development environments.
[[1]](diffhunk://#diff-9450d2359e45f1db407b3871dde787a25d60bb721aed179a65ffd2692e95fb4bL1-L61)
[[2]](diffhunk://#diff-578cdfc7ad56637e42472ea891ea286dff8803d9a1750afdbfeafec164d9b8b2R1-R8)

**Model serialization improvements:**

* Updated the `InstallationConfig` model to set a default value for the
`serialized_value` attribute, ensuring it always has a hash with
indifferent access and removing the need for a deserialization
workaround in the `value` method.
[[1]](diffhunk://#diff-b4bdde42c1ad0f584073818bd43dbd865b1b3b50d4701b131979f900d7c68297L22-R22)
[[2]](diffhunk://#diff-b4bdde42c1ad0f584073818bd43dbd865b1b3b50d4701b131979f900d7c68297L36-L39)

---------

Co-authored-by: Sojan Jose <sojan@pepalo.com>
2026-03-25 17:51:06 -07:00
608be1036b fix: Send raw content in webhook payloads instead of channel-rendered markdown (#13896)
Webhook payloads (`message_created`, `message_updated`) started sending
channel-rendered HTML in the `content` field instead of the original raw
message content after PR #12878. This broke downstream agent bots and
integrations that expected plain text or markdown. 
Closes https://linear.app/chatwoot/issue/PLA-109/webhook-payloads-send-channel-rendered-html-instead-of-raw-content

## How to reproduce

1. Connect an agent bot to a WebWidget inbox
2. Send a message with markdown formatting (e.g. `**bold**`) from the
widget
3. Observe the agent bot webhook payload — `content` field contains
`<p><strong>bold</strong></p>` instead of `**bold**`

## What changed

Split `MessageContentPresenter` into two public methods:
- `outgoing_content` — renders markdown for the target channel (used by
channel delivery services)
- `webhook_content` — returns raw content with CSAT survey URL when
applicable, no markdown rendering (used by `webhook_data`)

Updated `Message#webhook_data` to use `webhook_content` instead of
`outgoing_content`.

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2026-03-25 16:56:22 +04:00
9967101b48 feat(rollup): add models and write path [1/3] (#13796)
## PR#1: Reporting events rollup — model and write path

Reporting queries currently hit the `reporting_events` table directly.
This works, but the table grows linearly with event volume, and
aggregation queries (counts, averages over date ranges) get
progressively slower as accounts age.

This PR introduces a pre-aggregated `reporting_events_rollups` table
that stores daily per-metric, per-dimension (account/agent/inbox)
totals. The write path is intentionally decoupled from the read path —
rollup rows are written inline from the event listener via upsert, and a
backfill service exists to rebuild historical data from raw events.
Nothing reads from this table yet.

The write path activates when an account has a `reporting_timezone` set
(new account setting). The `reporting_events_rollup` feature flag
controls only the future read path, not writes — so rollup data
accumulates silently once timezone is configured. A `MetricRegistry`
maps raw event names to rollup column semantics in one place, keeping
the write and (future) read paths aligned.

### What changed

- Migration for `reporting_events_rollups` with a unique composite index
for upsert
- `ReportingEventsRollup` model
- `reporting_timezone` account setting with IANA timezone validation
- `MetricRegistry` — single source of truth for event-to-metric mappings
- `RollupService` — real-time upsert from event listener
- `BackfillService` — rebuilds rollups for a given account + date from
raw events
- Rake tasks for interactive backfill and timezone setup
- `reporting_events_rollup` feature flag (disabled by default)

### How to test

1. Set a `reporting_timezone` on an account
(`Account.first.update!(reporting_timezone: 'Asia/Kolkata')`)
2. Resolve a conversation or trigger a first response
3. Check `ReportingEventsRollup.where(account_id: ...)` — rows should
appear
4. Run backfill: `bundle exec rake reporting_events_rollup:backfill` and
verify historical data populates

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2026-03-19 13:12:36 +05:30
Shivam MishraandGitHub 284977687c fix: patch Devise confirmable race condition vulnerability (#13843)
Devise 4.9.x has a race condition in the reconfirmable flow where
concurrent email change requests can desynchronize the confirmation
token from `unconfirmed_email`, letting an attacker confirm an email
they don't own. We use `:confirmable` with `reconfirmable = true`, so
we're directly exposed.

The upstream fix is in Devise 5.0.3, but we can't upgrade —
`devise-two-factor` only supports Devise 5 from v6.4.0, which also
raised its Rails minimum to 7.2+. No released version supports both
Devise 5 and Rails 7.1.

This PR ports the Devise 5.0.3 fix locally by overriding
`postpone_email_change_until_confirmation_and_regenerate_confirmation_token`
on the User model to persist the record before regenerating the token.
This is a stopgap — remove it once the dependency chain allows upgrading
to Devise 5.

### How to test

Sign in as a confirmed user and change your email. The app should send a
confirmation to the new address while keeping the current email
unchanged until confirmed.
2026-03-18 21:30:09 -07:00
a4c3d3d8c0 feat(widget): Allow widget loading in mobile app WebViews when domain restrictions are set (#13763)
When `allowed_domains` is configured on a web widget inbox, the server
responds with Content-Security-Policy: frame-ancestors <domains>, which
blocks the widget iframe in mobile app WebViews. This happens because
WebViews load content from file:// or null origins, which cannot match
any domain in the frame-ancestors directive.

This adds a per-inbox toggle — "Enable widget in mobile apps" — that
skips the frame-ancestors header when the request has no valid Origin
(i.e., it comes from a mobile WebView). Web browsers with a real origin
still get domain restrictions enforced as usual.

<img width="2330" height="1490" alt="CleanShot 2026-03-11 at 10 13
01@2x"
src="https://github.com/user-attachments/assets/d9326fac-020d-4ce7-9ced-0c185468c8fc"
/>


Fixes
https://linear.app/chatwoot/issue/CW-6560/widget-is-not-loading-from-iosandroid-widgets

How to test

1. Go to Settings → Inboxes → (Web Widget) → Configuration
2. Set allowed_domains to a specific domain (e.g., *.example.com)
3. Try loading the widget in a mobile app WebView — it should be blocked
4. Enable "Enable widget in mobile apps" checkbox
5. Reload the widget in the WebView — it should now load successfully
6. Verify the widget on a website not in the allowed domains list is
still blocked

---------

Co-authored-by: iamsivin <iamsivin@gmail.com>
2026-03-17 14:29:41 +04:00
2a90652f05 feat: Add draft status for help center locales (#13768)
This adds a draft status for Help Center locales so teams can prepare
localized content in the dashboard without exposing those locales in the
public portal switcher until they are ready to publish.

Fixes: https://github.com/chatwoot/chatwoot/issues/10412
Closes: https://github.com/chatwoot/chatwoot/issues/10412

## Why

Teams need a way to work on locale-specific Help Center content ahead of
launch. The public portal should only show ready locales, while the
admin dashboard should continue to expose every allowed locale for
ongoing article and category work.

## What this change does

- Adds `draft_locales` to portal config as a subset of `allowed_locales`
- Hides drafted locales from the public portal language switchers while
keeping direct locale URLs working
- Keeps drafted locales fully visible in the admin dashboard for article
and category management
- Adds locale actions to move an existing locale to draft, publish a
drafted locale, and keep the default locale protected from drafting
- Adds a status dropdown when creating a locale so new locales can be
created as `Published` or `Draft`
- Returns each admin locale with a `draft` flag so the locale UI can
reflect the public visibility state

## Validation

- Seed a portal with multiple locales, draft one locale, and confirm the
public portal switcher hides it while `/hc/:slug/:locale` still loads
directly
- In the admin dashboard, confirm drafted locales still appear in the
locale list and remain selectable for articles and categories
- Create a new locale with `Draft` status and confirm it stays out of
the public switcher until published
- Move an existing locale back and forth between `Published` and `Draft`
and confirm the public switcher updates accordingly


## Demo 



https://github.com/user-attachments/assets/ba22dc26-c2e7-463a-b1f5-adf1fda1f9be

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2026-03-17 12:45:54 +04:00
a5c50354fc feat: trigger assignment on resolve (#13780)
## Description

When an agent resolves or snoozes a conversation, their capacity frees
up — but under Assignment V2, no new conversation was assigned until the
next event triggered the assignment job. This meant agents could sit
idle despite having queued conversations waiting. This change triggers
the AssignmentJob immediately on resolve/snooze so freed capacity is
utilized right away.

## Type of change

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

## How Has This Been Tested?

- Enable auto assignment v2 on an inbox
- Create a conversation (gets auto-assigned to an available agent)
- Resolve the conversation
- Verify that another unassigned conversation in the inbox gets assigned
to the freed-up agent

## 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: tds-1 <tds-1@users.noreply.github.com>
2026-03-16 13:13:37 +05:30
Aakash BakhleandGitHub a90ffe6264 feat: Add force legacy auto-resolve flag (#13804)
# Pull Request Template

## Description

Add account setting and store_accessor for
`captain_force_legacy_auto_resolve`.
Enterprise job now skips LLM evaluation when this flag is true and falls
back to legacy time-based resolution. Add spec to cover the fallback.


## Type of change

We recently rolled out Captain deciding if a conversation is resolved or
not. While it is an improvement for majority of customers, some still
prefer the old way of auto-resolving based on inactivity. This PR adds a
check.

## 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.

legacy_auto_resolve = true

<img width="1282" height="848" alt="CleanShot 2026-03-13 at 19 55 55@2x"
src="https://github.com/user-attachments/assets/dfdcc5d5-6d21-462b-87a6-a5e1b1290a8b"
/>


legacy_auto_resolve = false
<img width="1268" height="864" alt="CleanShot 2026-03-13 at 20 00 50@2x"
src="https://github.com/user-attachments/assets/f4719ec6-922a-4c3b-bc45-7b29eaced565"
/>



## 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
2026-03-13 15:04:58 -07:00
d6d38cdd7d feat: captain decides if conversation should be resolved or kept open (#13336)
# Pull Request Template

## Description

captain decides if conversation should be resolved or open

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

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

## Type of change

Please delete options that are not relevant.

- [x] New feature (non-breaking change which adds functionality)
- [x] This change requires a documentation update

## How Has This Been Tested?

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

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

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


## Checklist:

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

---------

Co-authored-by: Sojan Jose <sojan@pepalo.com>
2026-03-13 10:03:58 +05:30
PranavandGitHub c6f82783ba chore: Remove message touch:true, use combined update query (#13770)
Removes touch: true from the belongs_to :conversation association on
Message and consolidates the conversation timestamp update into the
existing set_conversation_activity callback.

Previously, every message save triggered two separate UPDATE queries on
the conversation — one from Rails' touch (updating updated_at) and
another from set_conversation_activity (updating last_activity_at). This
combines both into a single update_columns call, reducing write load on
the conversations table on every message creation.

### What changed
- Removed touch: true from belongs_to :conversation in Message
- Added updated_at: created_at to the existing update_columns call in
set_conversation_activity
2026-03-11 07:31:46 -07:00
dc0e5eb465 fix: optimize message query with account_id filter (#13759)
## Description

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

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

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

---------

Co-authored-by: Pranav <pranav@chatwoot.com>
2026-03-10 16:46:20 -07:00
Shivam Mishra 19683fae74 Merge branch 'hotfix/4.11.2' into develop
Publish Chatwoot EE docker images / build (linux/amd64, ubuntu-latest) (push) Waiting to run
Publish Chatwoot EE docker images / build (linux/arm64, ubuntu-22.04-arm) (push) Waiting to run
Publish Chatwoot EE docker images / merge (push) Blocked by required conditions
Publish Chatwoot CE docker images / build (linux/arm64, ubuntu-22.04-arm) (push) Waiting to run
Publish Chatwoot CE docker images / merge (push) Blocked by required conditions
Publish Chatwoot CE docker images / build (linux/amd64, ubuntu-latest) (push) Waiting to run
2026-03-09 21:20:08 +05:30
Shivam Mishra 432462f967 feat: harden filter service 2026-03-09 21:19:20 +05:30
598ece9a2d fix: Handle Facebook reel attachment type (#13691)
Fixes https://linear.app/chatwoot/issue/PLA-96/argumenterror-reel-is-not-a-valid-file-type-argumenterror
Fixes a crash in `when a user shares a Facebook reel via Messenger.
Facebook sends these attachments with `type: "reel"`, which isn't a
valid `file_type` enum value on the Attachment model (only `ig_reel`
exists, matching Instagram's format).

---------

Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
2026-03-06 08:49:41 +04:00
Sivin VargheseandGitHub 3ea5f258a4 fix: Use page_title with fallback to name for portal display titles (#13719) 2026-03-05 14:20:31 +05:30
Sojan JoseandGitHub 42a244369d feat(help-center): enable drag-and-drop category reordering (#13706) 2026-03-05 12:53:38 +05:30
Aakash BakhleandGitHub 374d2258c7 fix: captain talking over support agent (#13673) 2026-03-03 16:13:34 +05:30
c08fa631a9 feat: Add temporary account setting to disable Captain auto-resolve (#13680)
Add a temporary `captain_disable_auto_resolve` boolean setting on
accounts to prevent Captain from resolving conversations. Guards both
the scheduled resolution job and the assistant's resolve tool.

---------

Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-27 09:37:00 -08:00
df92fd12cb fix: bot handoff should set waiting time (#13417)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2026-02-27 15:31:49 +05:30
Sojan JoseandGitHub d84ae196d5 fix: call authorization_error! on IMAP auth failures (#13560) (revert) (#13671)
This reverts commit 7acd239c70 to further
debug upstream issues.
2026-02-26 18:45:18 -08:00
Tanmay Deep SharmaandGitHub 7acd239c70 fix: call authorization_error! on IMAP auth failures (#13560)
## Notion document

https://www.notion.so/chatwoot/Email-IMAP-Issue-30aa5f274c928062aa6bddc2e5877a63?showMoveTo=true&saveParent=true

## Description

PLAIN IMAP channels (non-OAuth) were silently retrying failed
authentication every minute, forever. When credentials are
wrong/expired, Net::IMAP::NoResponseError was caught and logged but
channel.authorization_error! was never called — so the Redis error
counter never incremented, reauthorization_required? was never set, and
admins were never notified. OAuth channels already had this handled
correctly via the Reauthorizable concern.
Additionally, Net::IMAP::ResponseParseError (raised by non-RFC-compliant
IMAP servers) was falling through to the StandardError catch-all,
flooding
Estimated impact before fix: ~70–75 broken IMAP inboxes generating
~700k–750k wasted Sidekiq jobs/week.

## Type of change

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

## Checklist:

- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [ ] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
2026-02-26 18:01:23 +05:30
Shivam MishraandGitHub c218eff5ec feat: add per-webhook secret with backfill migration (#13573) 2026-02-26 17:26:12 +05:30
PranavandGitHub e2dd2ccb42 feat: Add a priority + created at sort for conversations (#13658)
- Add a new conversation sort option "Priority: Highest first, Created:
Oldest first" that sorts by priority descending (urgent > high > medium
> low > none) with created_at ascending as the tiebreaker
2026-02-25 18:22:41 -08:00
Tanmay Deep SharmaandGitHub 2b85275e26 feat: show assignment policy name in auto-assignment activity messages (#13598) 2026-02-24 13:32:54 +05:30
Muhsin KelothandGitHub b220663785 fix: Skip notifications for private notes (#13617)
When agents or integrations create private notes on a conversation,
every note was sending a notification to the assigned agent and all
conversation participants. The fix ensures that private notes no longer
trigger new message notifications. If someone explicitly mentions a
teammate in a private note, that person will still get notified as
expected.
2026-02-23 15:40:54 +04:00
Tanmay Deep SharmaandGitHub f4538ae2c5 fix: Enforce team boundaries to prevent cross-team assignments (#13353)
## Description

Fixes a critical bug where conversations assigned to a team could be
auto-assigned to agents outside that team when all team members were at
capacity.

## Type of change

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

## Checklist:

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

<!-- CURSOR_SUMMARY -->
---

> [!NOTE]
> **Medium Risk**
> Changes core assignment selection for both legacy and v2 flows;
misconfiguration of `allow_auto_assign` or team membership could cause
conversations to remain unassigned.
> 
> **Overview**
> Prevents auto-assignment from crossing team boundaries by filtering
eligible agents to the conversation’s `team` members (and requiring
`team.allow_auto_assign`) in both the legacy `AutoAssignmentHandler`
path and the v2 `AutoAssignment::AssignmentService` (including the
Enterprise override).
> 
> Adds test coverage to ensure team-scoped conversations only assign to
team members, and are skipped when team auto-assign is disabled or no
team members are available; also updates the conversations controller
spec setup to include team membership.
> 
> <sup>Written by [Cursor
Bugbot](https://cursor.com/dashboard?tab=bugbot) for commit
67ed2bda0cd8ffd56c7e0253b86369dead2e6155. This will update automatically
on new commits. Configure
[here](https://cursor.com/dashboard?tab=bugbot).</sup>
<!-- /CURSOR_SUMMARY -->
2026-02-16 14:39:20 +05:30
Vishnu NarayananandGitHub 00ed074d72 fix: disable email transcript for free plans (#13509)
- Block email transcript functionality for accounts without a paid plan
to prevent SES abuse.
2026-02-11 21:21:36 +05:30
PranavandGitHub 8f95fafff4 feat: Add a setting to keep conversations pending on bot failures (#13512)
Adds an account-level setting `keep_pending_on_bot_failure` to control
whether conversations should move from pending to open when agent bot
webhooks fail.

Some users experience occasional message drops and don't want
conversations to automatically reopen due to transient bot failures.
This setting gives accounts control over that behavior. This is a
temporary setting which will be removed in future once a proper fix for
it is done, so it is not added in the UI.
2026-02-10 17:27:42 -08:00
Sojan Jose 9eb3ee44a8 Revert "chore: Upgrade Rails to 7.2.2 and update Gemfile dependencies (#11037)"
This reverts commit ef6ba8aabd.
2026-02-03 21:09:42 -08:00