Commit Graph
111 Commits
Author SHA1 Message Date
Tanmay Deep Sharma b2cc5d113e update gemfile stripe version to alpha 2025-11-06 15:25:57 +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 35f42e71f6 fix cursor review comments 2025-11-05 13:16:36 +05:30
Tanmay Deep Sharma eb04882e5a remove credit transactions table and use custome attributes instead 2025-11-05 12:37:23 +05:30
Tanmay Deep Sharma 94985bbc77 remove update subscription flow overall 2025-10-29 21:37:06 +05:30
Tanmay Sharma e10ef03490 fix rspec for topup 2025-10-29 17:28:03 +05:30
Tanmay Deep Sharma 3970149b06 remove resume feature 2025-10-28 22:45:57 +05:30
Tanmay Deep Sharma 36a2412f42 support changing pricing plans 2025-10-28 22:22:48 +05:30
Tanmay Sharma 3ba4340042 remove update subscription flow 2025-10-27 14:16:39 +05:30
Tanmay Sharma 411048715d self review backend changes 2025-10-27 02:17:43 +05:30
Tanmay Sharma 39af360a18 implement checkout endpoint for subscription in a better way 2025-10-27 00:28:52 +05:30
Tanmay Sharma ac1743514b use env variable for stripe v2 2025-10-16 16:37:52 +05:30
Tanmay Sharma 7c3b07c507 code cleanup 2025-10-13 21:06:05 +05:30
Tanmay Sharma 029294e16b Merge remote-tracking branch 'origin/feature/stripe_v2' into feature/stripe_v2 2025-10-12 17:26:53 +05:30
Tanmay Sharma 2c095bed86 fix spec rubcop 2025-10-12 17:26:07 +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 a22e11c810 cleanup code 2025-10-11 10:25:58 +04:00
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
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
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
Shivam MishraandGitHub 8f4b252045 feat: allow searching captain responses [CW-5631] (#12463) 2025-09-18 14:44:56 +05:30
YashRajandGitHub 3496764576 fix: Display embedding model config in the super admin ui (#12303)
## Description

This fixes an oversight from my previous PR #12120 where I forgot to add
the config key to the enterprise config controller, leading to the
configuration not being showed in the super admin panel.

## Type of change

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

## How Has This Been Tested?

I believe this is the correct code change but haven't ran a full test
due to hardware constraints. It would be ideal if you could perform a
quick check on this.

## 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
- [ ] 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
2025-09-15 17:47:35 -07:00
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 79b93bed77 feat: SAML authentication controllers [CW-2958] (#12319) 2025-09-10 20:02:27 +05:30
6bdd4f0670 feat(voice): Incoming voice calls [EE] (#12361)
This PR delivers the first slice of the voice channel: inbound call
handling. When a customer calls a configured voice
number, Chatwoot now creates a new conversation and shows a dedicated
call bubble in the UI. As the call progresses
(ringing, answered, completed), its status updates in real time in both
the conversation list and the call bubble, so
agents can instantly see what’s happening. This focuses on the inbound
flow and is part of breaking the larger voice
feature into smaller, functional, and testable units; further
enhancements will follow in subsequent PRs.

references: #11602 , #11481  

## Testing

- Configure a Voice inbox in Chatwoot with your Twilio number.
- Place a call to that number.
- Verify a new conversation appears in the Voice inbox for the call.
- Open it and confirm a dedicated voice call message bubble is shown.
- Watch status update live (ringing/answered); hang up and see it change
to completed in both the bubble and conversation
list.
- to test missed call status, make sure to hangup the call before the
please wait while we connect you to an agent message plays


## Screens

<img width="400" alt="Screenshot 2025-09-03 at 3 11 25 PM"
src="https://github.com/user-attachments/assets/d6a1d2ff-2ded-47b7-9144-a9d898beb380"
/>

<img width="700" alt="Screenshot 2025-09-03 at 3 11 33 PM"
src="https://github.com/user-attachments/assets/c25e6a1e-a885-47f7-b3d7-c3e15eef18c7"
/>

<img width="700" alt="Screenshot 2025-09-03 at 3 11 57 PM"
src="https://github.com/user-attachments/assets/29e7366d-b1d4-4add-a062-4646d2bff435"
/>



<img width="442" height="255" alt="Screenshot 2025-09-04 at 11 55 01 PM"
src="https://github.com/user-attachments/assets/703126f6-a448-49d9-9c02-daf3092cc7f9"
/>

---------

Co-authored-by: Muhsin <muhsinkeramam@gmail.com>
2025-09-08 22:35:23 +05:30
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
d9900e50a0 feat(cloud): Add support for viewing status of SSL in custom domains (#12011)
# Pull Request Template

## Description

Fixes
[CW-4620](https://linear.app/chatwoot/issue/CW-4620/rethinking-custom-domains-in-chatwoot)

<img width="642" height="187" alt="Screenshot 2025-07-29 at 8 17 44 PM"
src="https://github.com/user-attachments/assets/ad2f5dac-4b27-4dce-93ca-6cbba74443fb"
/>


## Type of change

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

## How Has This Been Tested?



## Checklist:

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

---------

Co-authored-by: Vishnu Narayanan <iamwishnu@gmail.com>
Co-authored-by: Pranav <pranavrajs@gmail.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
2025-07-30 10:52:47 -07:00
441cc065ae feat: add config for OpenAI endpoint (#12051)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-07-29 09:44:50 +05:30
420be64c45 chore: Automate SSL with Cloudflare (#12021)
This PR adds support for automatic SSL issuance using Cloudflare when a
custom domain is updated.

- Introduced a cloudflare configuration. If present, the system will
attempt to issue an SSL certificate via Cloudflare whenever a custom
domain is added or changed.
- SSL verification is handled using an HTTP challenge.
- The job will store the HTTP challenge response provided by Cloudflare
and serve it under the /.well-known/cf path automatically.

How to test:

- Create a Cloudflare zone for your domain and copy the Zone ID.
- Generate a Cloudflare API token with the required SSL certificate
permissions.
- Set the Fallback Origin under SSL -> Custom HostName to the Chatwoot
installation.
- Add or update a custom domain and verify that the SSL certificate is
automatically issued.

---------

Co-authored-by: Sojan Jose <sojan@pepalo.com>
2025-07-24 13:09:06 +04:00
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
b72848513f fix: Show billing upgrade page if there is a mismatch in the user count (#11886)
Disable features/show billing upgrade for accounts with more users than
the one in the license.

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-07-06 19:30:27 -07:00
PranavandGitHub 3e993ead0f feat: OG Image in Chatwoot Help Center (#11826)
_Note: This is only available for Cloud version of Chatwoot._



![image](https://github.com/user-attachments/assets/b7d61035-8682-4dbd-9460-4f8546ca6a98)
2025-07-03 12:41:12 -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