Commit Graph
973 Commits
Author SHA1 Message Date
Tanmay Deep Sharma f225e2fcd8 add credit sync job 2025-11-05 23:32:07 +05:30
Tanmay Deep Sharma b626e0cbf1 use account limits to store the captain limits 2025-11-05 16:41:01 +05:30
Tanmay Deep Sharma e511527f32 Merge remote-tracking branch 'origin/develop' into feature/stripe_v2 2025-11-04 11:25:28 +05:30
Chatwoot BotandGitHub e771d99552 chore: Update translations (#12748) 2025-11-03 15:45:32 +05:30
Tanmay Deep Sharma 94985bbc77 remove update subscription flow overall 2025-10-29 21:37:06 +05:30
Tanmay Deep Sharma 3970149b06 remove resume feature 2025-10-28 22:45:57 +05:30
Tanmay Deep Sharma 9c33ce50b3 Merge remote-tracking branch 'origin/develop' into feature/stripe_v2 2025-10-28 22:25:19 +05:30
Tanmay Deep Sharma 36a2412f42 support changing pricing plans 2025-10-28 22:22:48 +05:30
f3176afc1c chore: Update translations (#12722)
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-10-27 17:54:15 +05:30
Tanmay Sharma 3ba4340042 remove update subscription flow 2025-10-27 14:16:39 +05:30
Tanmay Sharma 9a7a2486e4 Merge remote-tracking branch 'origin/feature/stripe_v2' into feature/stripe_v2 2025-10-27 00:43:44 +05:30
Tanmay Sharma 39af360a18 implement checkout endpoint for subscription in a better way 2025-10-27 00:28:52 +05:30
Sojan JoseandGitHub eabdfc8168 chore(sidekiq): log ActiveJob class and job_id on dequeue (#12704)
## Context

Sidekiq logs only showed the Sidekiq wrapper class and JID, which wasn’t
helpful when debugging ActiveJobs.

## Changes

- Updated `ChatwootDequeuedLogger` to log the actual `ActiveJob class`
and `job_id` instead of the generic Sidekiq wrapper and JID.

> Example
> ```
> Dequeued ActionMailer::MailDeliveryJob
123e4567-e89b-12d3-a456-426614174000 from default
> ```

- Remove sidekiq worker and unify everything to `ActiveJob`
2025-10-22 20:20:37 -07:00
254d5dcf9a chore: Migrate mailers from the worker to jobs (#12331)
Previously, email replies were handled inside workers. There was no
execution logs. This meant if emails silently failed (as reported by a
customer), we had no way to trace where the issue happened, the only
assumption was “no error = mail sent.”

By moving email handling into jobs, we now have proper execution logs
for each attempt. This makes it easier to debug delivery issues and
would have better visibility when investigating customer reports.

Fixes
https://linear.app/chatwoot/issue/CW-5538/emails-are-not-sentdelivered-to-the-contact

---------

Co-authored-by: Sojan Jose <sojan@pepalo.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2025-10-21 16:36:37 -07:00
Chatwoot BotandGitHub b4c4f328b2 chore: Update translations (#12625) 2025-10-21 21:29:25 +05:30
Sojan Jose 40577e6a50 Bump version to 4.7.0 2025-10-15 22:05:13 -07:00
Sivin VargheseandGitHub c1df37b41d Merge branch 'develop' into feature/stripe_v2 2025-10-14 19:23:56 +05:30
38f16ba677 feat: Secure external credentials with database encryption (#12648)
## Changelog

- Added conditional Active Record encryption to every external
credential we store (SMTP/IMAP passwords, Twilio tokens,
Slack/OpenAI hook tokens, Facebook/Instagram tokens, LINE/Telegram keys,
Twitter secrets) so new writes are encrypted
whenever Chatwoot.encryption_configured? is true; legacy installs still
receive plaintext until their secrets are
    updated.
- Tuned encryption settings in config/application.rb to allow legacy
reads (support_unencrypted_data) and to extend
deterministic queries so lookups continue to match plaintext rows during
the rollout; added TODOs to retire the
    fallback once encryption becomes mandatory.
- Introduced an MFA-pipeline test suite
(spec/models/external_credentials_encryption_spec.rb) plus shared
examples to
verify each attribute encrypts at rest and that plaintext records
re-encrypt on update, with a dedicated Telegram case.
The existing MFA GitHub workflow now runs these tests using the
preconfigured encryption keys.

fixes:
https://linear.app/chatwoot/issue/CW-5453/encrypt-sensitive-credentials-stored-in-plain-text-in-database

## Testing Instructions

 1. Instance without encryption keys
- Unset ACTIVE_RECORD_ENCRYPTION_* vars (or run in an environment where
they’re absent).
      - Create at least one credentialed channel (e.g., Email SMTP).
- Confirm workflows still function (send/receive mail or a similar
sanity check).
- In the DB you should still see plaintext values—this confirms the
guard prevents encryption when keys are missing.
  2. Instance with encryption keys
      - Configure the three encryption env vars and restart.
- Pick a couple of representative integrations (e.g., Email SMTP +
Twilio SMS).
      - Legacy channel check:
- Use existing records created before enabling keys. Trigger their
workflow (send an email / SMS, or hit the
            webhook) to ensure they still authenticate.
- Inspect the raw column—value remains plaintext until changed.
      - Update legacy channel:
- Edit one legacy channel’s credential (e.g., change SMTP password).
- Verify the operation still works and the stored value is now encrypted
(raw column differs, accessor returns
            original).
      - New channel creation:
- Create a new channel of the same type; confirm functionality and that
the stored credential is encrypted from
            the start.

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-10-13 18:05:12 +05:30
e7b01d80b3 chore: add script to throttle bulkreindex job creation and increase meta timeouts(#12626)
- scripts to throttle reindex job creation and monitor progress

```

RAILS_ENV=production POSTGRES_STATEMENT_TIMEOUT=6000s bundle exec rails runner script/bulk_reindex_messages.rb

RAILS_ENV=production bundle exec rails runner script/monitor_reindex.rb
```

---------
Co-authored-by: Pranav <pranavrajs@gmail.com>
2025-10-13 16:21:45 +05:30
ec9a82a017 feat: Open conversation when agent bot webhook fails (#12379)
# Changelog

When an agent bot webhook fails, we now flip any pending conversation
back to an open state so a human agent can pick
it up immediately. There will be an clear activity message giving the
team clear visibility into what went
wrong. This keeps customers from getting stuck in limbo when their
connected bot goes offline.

# Testing instructions 

1. Initial setup: Create an agent bot with a working webhook URL and
connect it to a test inbox. Send a message from a
contact (e.g., via the widget) so a conversation is created; it should
enter the Pending state while the bot handles
     the reply.
2. Introduce failure: Edit that agent bot and swap the webhook URL for a
dummy endpoint that will fail. Have the same
contact send another message in the existing conversation. Because the
webhook call now fails, the conversation should flip from Pending back
to Open, making it visible to agents. Also verify the activity message
3. New conversation check: With the dummy URL still in place, start a
brand-new conversation from a contact. When the
bot tries (and fails) to respond, confirm that the conversation appears
immediately as Open rather than remaining Pending. Also the activity
message is visible
4. Subsequent messages in open conversations will show no change

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-10-13 15:59:59 +05:30
Tanmay Sharma 62203da528 fix up extra env 2025-10-13 13:29:00 +05:30
Tanmay Deep SharmaandGitHub 7c6508dd04 Merge branch 'develop' into feature/stripe_v2 2025-10-12 15:47:27 +04:00
Tanmay Sharma cef23891af cleanup code, remove unnecessary 2025-10-12 17:02:16 +05:30
Tanmay Sharma 19a851c01d cleanup code, remove unnecessary 2025-10-11 11:56:16 +04:00
Tanmay Sharma 51b4a8f9fc cleanup 2025-10-09 17:38:27 +02:00
Tanmay Deep Sharma b9168664f7 stripe v2 fix meter usage 2025-10-08 23:29:31 +02:00
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
Tanmay Deep Sharma acb2816826 stripe v2 init 2025-10-08 10:11:23 +02:00
Chatwoot BotandGitHub 4b2ebb8877 chore: Update translations (#12598) 2025-10-07 19:17:38 +05:30
829142c808 fix: Update max_turns config (#12604)
Pass max_turns in the run config than during the initialization.

---------

Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2025-10-07 11:21:18 +05:30
3a71829b46 feat: Improve captain conversation handling (#12599)
Co-authored-by: Pranav <pranavrajs@gmail.com>
2025-10-06 10:51:58 -07:00
Sivin VargheseandGitHub 0974aea300 chore: Increase custom filter limit from 50 to 1000 per user (#12603)
# Pull Request Template

## Description

This PR increases the custom filter limit from 50 to 1000 per user

## Type of change

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

## How Has This Been Tested?

### Screenshot

<img width="1264" height="71" alt="image"
src="https://github.com/user-attachments/assets/e12667bb-147c-4115-b8a8-9113fca471db"
/>



## 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
2025-10-06 10:41:26 -07:00
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
66cfef9298 feat: Add WhatsApp health monitoring and self-service registration completion (#12556)
Fixes
https://linear.app/chatwoot/issue/CW-5692/whatsapp-es-numbers-stuck-in-pending-due-to-premature-registration


###  Problem  
Multiple customers reported that their WhatsApp numbers remain stuck in
**Pending** in WhatsApp Manager even after successful onboarding.

- Our system triggers a **registration call**
(`/<PHONE_NUMBER_ID>/register`) as soon as the number is OTP verified.
- In many cases, Meta hasn’t finished **display name
review/provisioning**, so the call fails with:

  ```
  code: 100, error_subcode: 2388001
  error_user_title: "Cannot Create Certificate"
error_user_msg: "Your display name could not be processed. Please edit
your display name and try again."
  ```

- This leaves the number stuck in Pending, no messaging can start until
we manually retry registration.
- Some customers have reported being stuck in this state for **7+
days**.

###  Root cause  
- We only check `code_verification_status = VERIFIED` before attempting
registration.
- We **don’t wait** for display name provisioning (`name_status` /
`platform_type`) to be complete.
- As a result, registration fails prematurely and the number never
transitions out of Pending.

### Solution  

#### 1. Health Status Monitoring  
- Build a backend service to fetch **real-time health data** from Graph
API:
  - `code_verification_status`  
  - `name_status` / `display_name_status`  
  - `platform_type`  
  - `throughput.level`  
  - `messaging_limit_tier`  
  - `quality_rating`  
- Expose health data via API
(`/api/v1/accounts/:account_id/inboxes/:id/health`).
- Display this in the UI as an **Account Health tab** with clear badges
and direct links to WhatsApp Manager.

#### 2. Smarter Registration Logic  
- Update `WebhookSetupService` to include a **dual-condition check**:  
  - Register if:  
    1. Phone is **not verified**, OR  
2. Phone is **verified but provisioning incomplete** (`platform_type =
NOT_APPLICABLE`, `throughput.level = NOT_APPLICABLE`).
- Skip registration if number is already provisioned.  
- Retry registration automatically when stuck.  
- Provide a UI banner with complete registration button so customers can
retry without manual support.

### Screenshot
<img width="2292" height="1344" alt="CleanShot 2025-09-30 at 16 01
03@2x"
src="https://github.com/user-attachments/assets/1c417d2a-b11c-475e-b092-3c5671ee59a7"
/>

---------

Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-10-02 11:25:48 +05:30
Shivam MishraandGitHub 21366e1c3b feat: allow quoted email thread in reply (#12545)
This PR adds the ability to include the thread history as a quoted text

## Preview


https://github.com/user-attachments/assets/c96a85e5-8ac8-4021-86ca-57509b4eea9f
2025-09-30 17:47:09 +05:30
Chatwoot BotandGitHub 487209574c chore: Update translations (#12535) 2025-09-29 11:16:22 +05:30
03d0688cc2 chore: Update translations (#12519)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-09-25 15:59:03 +05:30
47bdb6d2bb feat: Clean up email configuration for from and reply to emails (#12453)
We first added conversation continuity for the live chat widget, and
then carried the same logic over to email channels.

The problem was that this added a reply+conversationUUID@domain.com as
the reply-to for emails, which was unnecessary. For email channels, the
reply-to can just be the channel’s own email address.

That extra layer made things more complex than it needed to be. In this
PR, I’ve cleaned up the config so it’s simpler. The table below shows
how it’ll work going forward.

---

| Type | From Email | Reply To Email |
| -- | -- | -- |
| Standard IMAP, SMTP email channel | channel.email | channel.email |
| Google OAuth Email channel | channel.email | channel.email |
| Microsoft OAuth Email channel | channel.email | channel.email |
| Email forwarded to Chatwoot, brought their own SMTP | channel.email |
channel.email |
| Imap to fetch email, Use Chatwoot's SMTP | channel.email if verified
with Chatwoot's SMTP provider. Otherwise account support email |
channel.email |
| Email forwarded to Chatwoot, Use Chatwoot's SMTP | channel.email if
verified with Chatwoot's SMTP provider. Otherwise account support email
| channel.email |
| -- | --  | -- |
| Website Live Chat - Conversation Continuity Inbound Emails enabled|
Account Support Email | reply+{conversation-uuid}@{account_domain} |
| Website Live Chat - Conversation Continuity Inbound Emails disabled|
Account Support Email | Account Support Email |

Fixes https://github.com/chatwoot/chatwoot/issues/10614
Fixes https://github.com/chatwoot/chatwoot/issues/10521
Fixes https://github.com/chatwoot/chatwoot/issues/10300
Fixes https://github.com/chatwoot/chatwoot/issues/10091
Fixes https://github.com/chatwoot/chatwoot/issues/4890
Fixes https://github.com/chatwoot/chatwoot/issues/10676
Fixes https://github.com/chatwoot/chatwoot/issues/10756
Fixes https://github.com/chatwoot/chatwoot/issues/11515
Fixes https://github.com/chatwoot/chatwoot/issues/9471

---------

Co-authored-by: Sojan Jose <sojan@pepalo.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-09-24 11:36:53 -07:00
eadbddaa9f feat: Separate indexing with the search feature (#12503)
With this change, the indexing would be separate from the search, so you
need to enable indexing on the cloud and run it. It should start
indexing the messages to ElasticSearch/OpenSearch. Once indexing is
completed, we can turn on the feature for the customer.


Make sure that the following is done when you deploy.
Set POSTGRES_STATEMENT_TIMEOUT=600s before you run the indexing.

1. Make sure that the account with advanced_search has
advanced_search_indexing enabled
```rb
Account.feature_advanced_search.each do |account|
  account.enable_features(:advanced_search_indexing)
  account.save!
end
```

2. Enable indexing for all accounts with paid subscription.
```rb
Account.where("custom_attributes ->> 'plan_name' IN (?)", ['Enterprise', 'Startups', 'Business']).each do |account|
account.enable_features(:advanced_search_indexing)
  account.save!
end
```

3. Run indexing for all the messages.
```rb
Message.reindex
```

Co-authored-by: Vishnu Narayanan <iamwishnu@gmail.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-09-24 14:11:15 +05:30
Chatwoot BotandGitHub 68c070bcd9 chore: Update translations (#12506) 2025-09-24 10:47:31 +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
df1f85a7f0 chore: Update translations (#12432)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-09-23 11:07:15 +05:30
8764ade161 feat: add SKIP_INCOMING_BCC_PROCESSING as internal config (#12484)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-09-22 17:52:56 +05:30
Sojan Jose 26a7e1b626 Bump version to 4.6.0 2025-09-19 13:43:21 +05:30
239c4dcb91 feat: MFA (#12290)
## Linear:
- https://github.com/chatwoot/chatwoot/issues/486

## Description
This PR implements Multi-Factor Authentication (MFA) support for user
accounts, enhancing security by requiring a second form of verification
during login. The feature adds TOTP (Time-based One-Time Password)
authentication with QR code generation and backup codes for account
recovery.

## Type of change

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

## How Has This Been Tested?

- Added comprehensive RSpec tests for MFA controller functionality
- Tested MFA setup flow with QR code generation
- Verified OTP validation and backup code generation
- Tested login flow with MFA enabled/disabled

## 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>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-09-18 20:19:24 +05:30
cc21016e6d feat: Add support for customizing expiry of widget token (#12446)
This PR is part of https://github.com/chatwoot/chatwoot/pull/12259. It
adds a default expiry of 180 days for tokens issued on the widget. The
expiry can be customized based on customer requests and internal
security requirements.

Co-authored-by: Balasaheb Dubale <bdubale@entrata.com>
2025-09-16 12:41:05 +05:30
458ed1e26d chore: Enable flexible whatsapp onboarding (Manual + Embedded Signup) options (#12344)
We recently introduced the WhatsApp Embedded Signup flow in Chatwoot to
simplify onboarding. However, we discovered two important limitations:
Some customers’ numbers are already linked to an Embedded Signup, which
blocks re-use. Tech providers cannot onboard their own numbers via
Embedded Signup.
As a result, we need to support both Manual and Embedded Signup flows to
cover all scenarios.

### Problem

- Current UI only offers the Embedded Signup option.
- Customers who need to reuse existing numbers (already connected to
WABA) or tech providers testing their own numbers get stuck.
- Manual flow exists but is no longer exposed in the UX

**Current Embedded Signup screen**
<img width="2564" height="1250" alt="CleanShot 2025-08-21 at 21 58
07@2x"
src="https://github.com/user-attachments/assets/c3de4cf1-cae6-4a0e-aa9c-5fa4e2249c0e"
/>

**Current Manual Setup screen**
<img width="2568" height="1422" alt="CleanShot 2025-08-21 at 22 00
25@2x"
src="https://github.com/user-attachments/assets/96408f97-3ffe-42d1-9019-a511e808f5ac"
/>


###  Solution

- Design a dual-path UX in the Create WhatsApp Inbox step that:
- Offers Embedded Signup (default/recommended) for new numbers and
businesses.
- Offers Manual Setup for advanced users, existing linked numbers, and
tech providers.

<img width="2030" height="1376" alt="CleanShot 2025-09-01 at 14 13
16@2x"
src="https://github.com/user-attachments/assets/6f17e5a2-a2fd-40fb-826a-c9ee778be795"
/>

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
2025-09-15 19:59:56 +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
3ad2c33220 chore: Update translations (#12371)
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Pranav <pranavrajs@gmail.com>
2025-09-12 14:33:40 -07:00
PranavandGitHub 052b328a1f fix: Use translations for name when sending emails (#12411)
Fix missing translation.
2025-09-11 13:09:07 +05:30