Commit Graph
70 Commits
Author SHA1 Message Date
Tanmay Deep Sharma beef43f2bf refactor(voice): hoist validations to before_action and centralize call-error rendering 2026-04-30 18:04:25 +07:00
Tanmay Deep Sharma cbd3f759b5 fix(voice): order accept guards correctly and validate contact phone upstream 2026-04-30 17:46:24 +07:00
Tanmay Deep Sharma a7fdc45977 fix(voice): bail on Meta failures and restrict initiate to WhatsApp inboxes 2026-04-30 17:26:01 +07:00
Tanmay Deep Sharma 41e3ea0d87 fix(voice): record permission_request wamid for context-based reply matching 2026-04-30 17:11:55 +07:00
Tanmay Deep Sharma 7c87d3d150 fix(voice): lock call state transitions, branch terminate on connection state, atomic recording upload, rescue CallFailed in initiate 2026-04-30 16:54:47 +07:00
Tanmay Deep Sharma bc80985f55 refactor(voice): align WhatsappCallsController with Chatwoot jbuilder + concern conventions 2026-04-30 16:38:08 +07:00
Tanmay Deep Sharma 83cd568ca2 feat(voice): add WhatsApp Cloud Calling agent service, controller and routes 2026-04-30 16:24:39 +07:00
1124c1b4c2 feat(voice): Wire Twilio voice flow through unified call model (#14091)
Twilio voice now uses first-class `Call` records as the source of truth
for call state, instead of storing it on
`conversation.additional_attributes` and `conversation.identifier`. Each
call gets its own record, its own `voice_call` bubble matched by
`call_sid`, and its own conference name keyed off `Call.id`. Multiple
calls on the same conversation (for `lock_to_single_conversation`
inboxes) now work correctly, and the conversation card stays in sync
with the real latest message.
Fixes https://linear.app/chatwoot/issue/PLA-121/lock-to-single-thread

---------

Co-authored-by: Muhsin <12408980+muhsin-k@users.noreply.github.com>
2026-04-30 11:25:39 +04:00
Aakash BakhleandGitHub 568aae875b feat: wire up auto-sync job backend [AI-150] (#14117)
# Pull Request Template

## Description

- Wires up Controllers to auto-sync job
- adds plan based sync schedule
- a scheduler that runs every hour to check syncable documents
- guards the whole feature behind feature flag by reclaiming
`twilio_content_templates`
- Adds a global and account level cap on how many documents to enqueue
to prevent sudden burst at first run
- some refactor to simplify code
- specs

Fixes # (issue)

## Type of change

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

## How Has This Been Tested?

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

specs and locally

## 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
2026-04-29 14:47:14 +05:30
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
8daf6cf6cb feat: captain custom tools v1 (#13890)
# Pull Request Template

## Description

Adds custom tool support to v1

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


## How Has This Been Tested?

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

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

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

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



## Checklist:

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

---------

Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2026-04-02 12:40:11 +05:30
Sivin VargheseandGitHub 4517c50227 feat: support bulk select and delete for documents (#13907) 2026-03-26 19:48:12 +05:30
14df7b3bc1 fix: ai-assist 404 on CE (#13891)
# Pull Request Template

## Description

Relocate controller from enterprise/ to app/ and add
Api::V1::Accounts::Captain::TasksController.prepend_mod_with for EE
overrides.

Fixes: Ai assist giving 404 on CE

## 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.

before:
<img width="482" height="130" alt="image"
src="https://github.com/user-attachments/assets/f51dc28a-ac54-45c4-9015-6f956fdf5057"
/>

after:
<img width="458" height="182" alt="image"
src="https://github.com/user-attachments/assets/eb86a679-5482-4157-9f4e-f3e9953d8649"
/>


## 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: Shivam Mishra <scm.mymail@gmail.com>
2026-03-24 16:58:11 +05:30
Aakash BakhleandGitHub 290dd3abf5 feat: allow captain to access contact attributes (#13850)
# Pull Request Template

## Description

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

## Type of change

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

## How Has This Been Tested?

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

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

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


## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [x] Any dependent changes have been merged and published in downstream
modules
2026-03-20 16:15:06 +05:30
Aakash BakhleandGitHub 87f5af4caa fix: playground captain v2 scenarios (#13747)
# Pull Request Template

## Description

Playground now uses v2. It was only wired to use v1. Traces get `source:
playground` on langfuse when playground has been used.

## 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 specs
<img width="1806" height="1276" alt="image"
src="https://github.com/user-attachments/assets/41ef4eb3-52b1-4b8e-9a4f-e8510c90cb39"
/>


## 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
2026-03-11 14:05:16 +05:30
6a482926b4 feat: new Captain Editor (#13235)
Co-authored-by: Aakash Bakhle <48802744+aakashb95@users.noreply.github.com>
Co-authored-by: Vishnu Narayanan <iamwishnu@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: aakashb95 <aakashbakhle@gmail.com>
2026-01-21 13:39:07 +05:30
005a22fd69 feat: Add sorting by contacts count to companies list (#13012)
## Description

Adds the ability to sort companies by the number of contacts they have
(contacts_count) in ascending or descending order. This is part of the
Chatwoot 5.0 release requirements for the companies feature.

The implementation uses a scope-based approach consistent with other
sorting implementations in the codebase (e.g., contacts sorting by
last_activity_at).

## Type of change

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

## Available Sorting Options

After this change, the Companies API supports the following sorting
options:

| Sort Field | Type | Ascending | Descending |
|------------|------|-----------|------------|
| `name` | string | `?sort=name` | `?sort=-name` |
| `domain` | string | `?sort=domain` | `?sort=-domain` |
| `created_at` | datetime | `?sort=created_at` | `?sort=-created_at` |
| `contacts_count` | integer (scope) | `?sort=contacts_count` |
`?sort=-contacts_count` |

**Note:** Prefix with `-` for descending order. Companies with NULL
contacts_count will appear last (NULLS LAST).

## CURL Examples

**Sort by contacts count (ascending):**
```bash
curl -X GET 'https://app.chatwoot.com/api/v1/accounts/{account_id}/companies?sort=contacts_count' \
  -H 'api_access_token: YOUR_API_TOKEN'
```

**Sort by contacts count (descending):**
```bash
curl -X GET 'https://app.chatwoot.com/api/v1/accounts/{account_id}/companies?sort=-contacts_count' \
  -H 'api_access_token: YOUR_API_TOKEN'
```

**Sort by name (ascending):**
```bash
curl -X GET 'https://app.chatwoot.com/api/v1/accounts/{account_id}/companies?sort=name' \
  -H 'api_access_token: YOUR_API_TOKEN'
```

**Sort by created_at (descending):**
```bash
curl -X GET 'https://app.chatwoot.com/api/v1/accounts/{account_id}/companies?sort=-created_at' \
  -H 'api_access_token: YOUR_API_TOKEN'
```

**With pagination:**
```bash
curl -X GET 'https://app.chatwoot.com/api/v1/accounts/{account_id}/companies?sort=-contacts_count&page=2' \
  -H 'api_access_token: YOUR_API_TOKEN'
```

## How Has This Been Tested?

- Added RSpec tests for both ascending and descending sort
- All 24 existing specs pass
- Manually tested the sorting functionality with test data

**Test configuration:**
- Ruby 3.4.4
- Rails 7.1.5.2
- PostgreSQL (test database)

**To reproduce:**
1. Run `bundle exec rspec
spec/enterprise/controllers/api/v1/accounts/companies_controller_spec.rb`
2. All tests should pass (24 examples, 0 failures)

## 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
- [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

## Technical Details

**Backend changes:**
- Controller: Added `sort_on :contacts_count` with scope-based sorting
- Model: Added `order_on_contacts_count` scope using
`Arel::Nodes::SqlLiteral` and `sanitize_sql_for_order` with `NULLS LAST`
for consistent NULL handling
- Specs: Added 2 new tests for ascending/descending sort validation

**Files changed:**
- `enterprise/app/controllers/api/v1/accounts/companies_controller.rb`
- `enterprise/app/models/company.rb`
-
`spec/enterprise/controllers/api/v1/accounts/companies_controller_spec.rb`

**Note:** This PR only includes the backend implementation. Frontend
changes (sort menu UI + i18n) will follow in a separate commit.

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
2026-01-09 15:20:08 -08:00
Sojan JoseandGitHub d2ba9a2ad3 feat(enterprise): add voice conference API (#13064)
The backend APIs for the voice call channel 
ref: #11602
2025-12-15 15:11:59 -08:00
Muhsin KelothandGitHub 20fa5eeaa5 fix: Prevent SLA deletion timeouts by moving to async job (#12944)
This PR fixes the HTTP 500 timeout errors occurring when deleting SLA
policies that have large volumes of historical data.
The fix moves the deletion workflow to asynchronous background
processing using the existing `DeleteObjectJob`.
By offloading heavy cascaded deletions (applied SLAs, SLA events,
conversation nullifications) from the request cycle, the API can now
return immediately while the cleanup continues in the background
avoiding the `Rack::Timeout::RequestTimeoutException`. This ensures that
SLA policies can be deleted reliably, regardless of data size.


### Problem
Deleting an SLA policy via `DELETE
/api/v1/accounts/{account_id}/sla_policies/{id}` fails consistently with
`Rack::Timeout::RequestTimeoutException (15s)` for policies with large
amounts of related data.

Because the current implementation performs all dependent deletions
**synchronously**, Rails processes:

- `has_many :applied_slas, dependent: :destroy` (thousands)
- Each `AppliedSla#destroy` → triggers destruction of many `SlaEvent`
records
- `has_many :conversations, dependent: :nullify` (thousands)

This processing far exceeds the Rack timeout window and consistently
triggers HTTP 500 errors for users.

### Solution

This PR applies the same pattern used successfully in Inbox deletion.

**Move deletion to async background jobs**

- Uses `DeleteObjectJob` for centralized, reliable cleanup.
- Allows the DELETE API call to respond immediately.

**Chunk large datasets**

- Records are processed in **batches of 5,000** to reduce DB load and
avoid job timeouts.
2025-12-10 12:28:47 +05:30
48627da0f9 feat: outbound voice call essentials (#12782)
- Enables outbound voice calls in voice channel . We are only caring
about wiring the logic to trigger outgoing calls to the call button
introduced in previous PRs. We will connect it to call component in
subsequent PRs

ref: #11602 

## Screens

<img width="2304" height="1202" alt="image"
src="https://github.com/user-attachments/assets/b91543a8-8d4e-4229-bd80-9727b42c7b0f"
/>

<img width="2304" height="1200" alt="image"
src="https://github.com/user-attachments/assets/1a1dad2a-8cb2-4aa2-9702-c062416556a7"
/>

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Vishnu Narayanan <vishnu@chatwoot.com>
2025-11-24 17:47:00 -08:00
58ca82c720 feat: Backend - Companies API endpoint with pagination and search (#12840)
## Description

Adds API endpoint to list companies with pagination, search, and
sorting.

Fixes
https://linear.app/chatwoot/issue/CW-5930/add-backend-routes-to-get-companies-result
Parent issue:
https://linear.app/chatwoot/issue/CW-5928/add-companies-tab-to-dashboard

## Type of change

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

## How Has This Been Tested?

Added comprehensive specs to
`spec/enterprise/controllers/api/v1/accounts/companies_controller_spec.rb`:
- Pagination (25 per page, multiple pages)
- Search by name and domain (case-insensitive)
- Counter cache for contacts_count
- Account scoping
- Authorization

To reproduce:
```bash
bundle exec rspec spec/enterprise/controllers/api/v1/accounts/companies_controller_spec.rb
bundle exec rubocop enterprise/app/controllers/api/v1/accounts/companies_controller.rb
```

## 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>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
2025-11-18 14:28:56 +05:30
77f492590e feat: Control the allowed login methods via Super Admin (#12892)
- Control the allowed authentication methods for a chatwoot installation
via super admin configs. [SAML, Google Auth etc]
------
[Codex
Task](https://chatgpt.com/codex/tasks/task_e_6917d503b6e48326a261672c1de91462)

---------

Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-11-17 21:55:12 -08:00
Shivam MishraandGitHub 4f09c2203c feat: allow querying reporting events via the API (#12832) 2025-11-13 12:46:55 +05:30
Vinay KeerthiandGitHub 170ea7691f feat: Add company model and API with tests (#12548)
# Pull Request Template

## Description

* add Company model with validations for name, domain, description and
  avatar
* Add database migration fo
* Implement endpoints for company CRUD operations
* Add optional company relationship for contacts
* Add test for models, controllers, factories and policies
* Add authorization policies restricting delete to admins
* support JSON API responses
Please include a summary of the change and issue(s) fixed. Also, mention
relevant motivation, context, and any dependencies that this change
requires.

Fixes #(cw-5650)

## Type of change

Please delete options that are not relevant.

- [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?

Tests are implemented using `RSpec`

```
$ bundle exec rails db:migrate
$ bundle exec rspec spec/models/company_spec.rb spec/controllers/api/v1/accounts/companies_controller_spec.rb
```

## 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
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
2025-10-08 07:53:43 -07:00
978f4c431a feat: Add relay state for SAML SSO (#12597)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-10-07 20:32:29 +05:30
9fb0dfa4a7 feat: Add UI for custom tools (#12585)
### Tools list

<img width="2316" height="666" alt="CleanShot 2025-10-03 at 20 42 41@2x"
src="https://github.com/user-attachments/assets/ccbffd16-804d-4eb8-9c64-2d1cfd407e4e"
/>

### Tools form 

<img width="2294" height="2202" alt="CleanShot 2025-10-03 at 20 43
05@2x"
src="https://github.com/user-attachments/assets/9f49aa09-75a1-4585-a09d-837ca64139b8"
/>

## Response

<img width="800" height="2144" alt="CleanShot 2025-10-03 at 20 45 56@2x"
src="https://github.com/user-attachments/assets/b0c3c899-6050-4c51-baed-c8fbec5aae61"
/>

---------

Co-authored-by: Pranav <pranavrajs@gmail.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
2025-10-06 09:05:54 -07:00
8bbb8ba5a4 feat(ee): Captain custom http tools (#12584)
To test this out, use the following PR:
https://github.com/chatwoot/chatwoot/pull/12585

---------

Co-authored-by: Pranav <pranavrajs@gmail.com>
2025-10-06 07:53:15 -07:00
Shivam MishraandGitHub d3cd647e49 feat: SAML feedback changes [CW-5666] (#12511) 2025-09-24 16:07:07 +05:30
2e108653ae feat: allow SP initiated SAML (#12447)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-09-23 18:29:16 +05:30
Shivam MishraandGitHub 8f4b252045 feat: allow searching captain responses [CW-5631] (#12463) 2025-09-18 14:44:56 +05:30
300d68f3f7 feat: SAML UI [CW-2958] (#12345)
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-09-15 19:33:54 +05:30
Tanmay Deep SharmaandGitHub e5b8dc251f fix: Assignment V2 controller fix (#12415) 2025-09-11 19:32:33 +07:00
Shivam MishraandGitHub 33058b5f3f feat: add saml model & controller [CW-2958] (#12289)
This PR adds the foundation for account-level SAML SSO configuration in
Chatwoot Enterprise. It introduces a new `AccountSamlSettings` model and
management API that allows accounts to configure their own SAML identity
providers independently, this also includes the certificate generation
flow

The implementation includes a new controller
(`Api::V1::Accounts::SamlSettingsController`) that provides CRUD
operations for SAML configuration

The feature is properly gated behind the 'saml' feature flag and
includes administrator-only authorization via Pundit policies.
2025-09-03 13:30:42 -07:00
Tanmay Deep SharmaandGitHub 1ba00075ce feat: Add BE changes for captain pdf support for faq generation (#12113) 2025-08-27 20:31:22 +05:30
ad90deb709 feat: Add agent capacity controllers (#12200)
## Linear reference:
https://linear.app/chatwoot/issue/CW-4649/re-imagine-assignments

## Description
This PR introduces the foundation for Assignment V2 system by
implementing agent_capacity and their association with inboxes and
users.

## Type of change

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

## How Has This Been Tested?

Test Coverage:
-  Controller specs for assignment policies CRUD operations
-  Enterprise-specific specs for balanced assignment order
-  Model specs for community/enterprise separation

## 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: Pranav <pranav@chatwoot.com>
2025-08-26 19:12:58 -07:00
fcc6e2b8b2 feat: Add feature_citation toggle for Captain assistants (#12052)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-08-11 13:06:20 +05:30
b71a0da10d feat: scenario tools [CW-4597] (#11908)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
2025-07-21 16:42:12 +05:30
Sivin VargheseandGitHub 64ba23688b feat: New GuardRails and Response Guidelines edit page (#11932) 2025-07-16 21:52:25 +05:30
Tanmay Deep SharmaGitHubMuhsin KelothCopilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com>iamsivinSivin VargheseSojan Jose
61d10044a0 feat: Whatsapp embedded signup (#11612)
## Description

This PR introduces WhatsApp Embedded Signup functionality, enabling
users to connect their WhatsApp Business accounts through Meta's
streamlined OAuth flow without manual webhook configuration. This
significantly improves the user experience by automating the entire
setup process.

**Key Features:**

- Embedded signup flow using Facebook SDK and Meta's OAuth 2.0
- Automatic webhook registration and phone number configuration
- Enhanced provider selection UI with card-based design
- Real-time progress tracking during signup process
- Comprehensive error handling and user feedback


## Required Configuration

The following environment variables must be configured by administrators
before this feature can be used:
Super Admin Configuration (via
super_admin/app_config?config=whatsapp_embedded)

- `WHATSAPP_APP_ID`: The Facebook App ID for WhatsApp Business API
integration
- `WHATSAPP_CONFIGURATION_ID`: The Configuration ID for WhatsApp
Embedded Signup flow (obtained from Meta Developer Portal)
- `WHATSAPP_APP_SECRET`: The App Secret for WhatsApp Embedded Signup
flow (required for token exchange)
![Screenshot 2025-06-09 at 11 21
08 AM](https://github.com/user-attachments/assets/1615fb0d-27fc-4d9e-b193-9be7894ea93a)


## How Has This Been Tested?

#### Backend Tests (RSpec):

- Authentication validation for embedded signup endpoints
- Authorization code validation and error handling
- Missing business parameter validation
- Proper response format for configuration endpoint
- Unauthorized access prevention

#### Manual Test Cases:

- Complete embedded signup flow (happy path)
- Provider selection UI navigation
- Facebook authentication popup handling
- Error scenarios (cancelled auth, invalid business data, API failures)
- Configuration presence/absence behavior

## Related Screenshots:

![Screenshot 2025-06-09 at 7 48
18 PM](https://github.com/user-attachments/assets/34001425-df11-4d78-9424-334461e3178f)
![Screenshot 2025-06-09 at 7 48
22 PM](https://github.com/user-attachments/assets/c09f4964-3aba-4c39-9285-d1e8e37d0e33)
![Screenshot 2025-06-09 at 7 48
32 PM](https://github.com/user-attachments/assets/a34d5382-7a91-4e1c-906e-dc2d570c864a)
![Screenshot 2025-06-09 at 10 43
05 AM](https://github.com/user-attachments/assets/a15840d8-8223-4513-82e4-b08f23c95927)
![Screenshot 2025-06-09 at 10 42
56 AM](https://github.com/user-attachments/assets/8c345022-38b5-44c4-aba2-0cda81389c69)


Fixes
https://linear.app/chatwoot/issue/CW-2131/spec-for-whatsapp-cloud-channels-sign-in-with-facebook

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
2025-07-14 21:37:06 -07:00
4378506a35 feat: add response guidelines and guardrails field (#11911)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-07-15 08:56:03 +05:30
93f18315cc feat: add Captain::Scenario Model and API [CW-4597] (#11907)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-07-14 16:12:38 +05:30
Tanmay Deep SharmaandGitHub 5b9f997fa0 feat: Add the support for images in Captain (#11850) 2025-07-11 23:28:46 +07:00
PranavandGitHub 58da92a252 chore: Disable copilot usage after the response count is over (#11845)
Disable copilot if the response usage is over.
2025-06-30 19:06:25 -07:00
Muhsin KelothandGitHub a657b45bd1 feat(revert): "feat: captain image support" (#11841)
Reverts chatwoot/chatwoot#11730
2025-07-01 00:12:07 +05:30
811eb66615 feat: Add support for image files in Captain (#11730)
# Pull Request Template

## Linear links:
-
https://linear.app/chatwoot/issue/CW-4479/if-image-is-sent-by-the-customer-send-it-to-openai

## Description

This pull request adds “Captain image support” to Chatwoot. It
introduces multimodal message handling so that when a customer sends an
image, Captain can forward the file to OpenAI’s vision endpoint,
generate a caption/analysis
## Type of change

Please delete options that are not relevant.

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

## How Has This Been Tested?

<img width="891" alt="image"
src="https://github.com/user-attachments/assets/c7cc98ed-cc44-4865-a53a-83d129e2fe2c"
/>



## 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: Pranav <pranav@chatwoot.com>
2025-06-25 19:16:09 -07:00
PranavandGitHub 3a0b5f387d fix: Update specs, add background response job implementation for copilot threads (#11600)
- Enable jobs by default when a copilot thread or a message is created.
- Rename thread_id to copilot_thread_id to keep it consistent with the
model name
- Add a spec for search_linear_issues service
2025-05-27 14:10:27 -06:00
PranavandGitHub 72c5671e09 feat: Add support for the temperature field (#11554)
<img width="460" alt="Screenshot 2025-05-22 at 3 10 22 PM"
src="https://github.com/user-attachments/assets/e1c6bbd7-cd28-4808-99cb-ebc322531987"
/>


This is a stop-gap solution.
2025-05-22 23:03:10 -07:00
PranavandGitHub 8c0885e1d2 feat: Add support for realtime-events in copilot-threads and copilot-messages (#11557)
- Add API support for creating a thread
- Add API support for creating a message
- Remove uuid from thread (no longer required, we will use existing
websocket connection to send messages)
- Update message_type to a column (user, assistant, assistant_thinking)
2025-05-22 22:25:05 -07:00
Sojan JoseandGitHub bc42aec68e chore: upgrade ruby version to 3.4.4 (#11524)
- Chore upgrade ruby version to 3.4.4 before we migrate to rails 7.2
over #11037
2025-05-21 19:40:07 +05:30
PranavandGitHub 4f4ef0389b feat: Add support for persistent copilot threads and messages (#11489)
The agents can see the previous conversations with the copilot if needed
with this change. We would have to cleanup the data after a while. For
now, that is not considered.

This PR adds:
- A new model for copilot_threads (intentionally named thread instead of
conversation to avoid confusion), copilot_messages
- Add the controller to fetch previous threads and messages.
2025-05-15 17:37:04 -07:00