Commit Graph
181 Commits
Author SHA1 Message Date
Tanmay Deep Sharma fb86b1354a make stripe billing version consistent 2025-11-06 15:31:06 +05:30
Tanmay Deep Sharma d51148951f use stripe gem beta version 2025-11-06 13:38:47 +05:30
Tanmay Deep Sharma 79bb3d0ef3 update spec for handle stripe event 2025-11-06 03:38:09 +05:30
Tanmay Deep Sharma 7418882a4f make codebase a bit more modular 2025-11-06 03:32:43 +05:30
Tanmay Deep Sharma fcc6973245 remove pricing plan creation 2025-11-06 02:02:35 +05:30
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 eb04882e5a remove credit transactions table and use custome attributes instead 2025-11-05 12:37:23 +05:30
Tanmay Deep Sharma e511527f32 Merge remote-tracking branch 'origin/develop' into feature/stripe_v2 2025-11-04 11:25:28 +05:30
1fbdd68222 feat: Add company auto-association for contacts (CW-5726 Part 2) (#12711)
## Description

Implements real-time company auto-association for contacts based on
email domains. This is **Part 2** of the company model production
rollout (CW-5726).

**Task:**
- When a contact is created with a business email, automatically create
and associate a company from the email domain
- When a contact is updated with an email for the first time (email was
previously nil), associate with a company
- Preserve existing company associations when email changes to avoid
user confusion
- Skip free email providers and disposable domains

**Dependencies:**
⚠️ Requires PR #12657 (Part 1: Backfill migration) to be merged first

**Linear ticket:**
[CW-5726](https://linear.app/chatwoot/issue/CW-5726/company-model-setting-it-up-on-production)

## Type of change

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

## How Has This Been Tested?

- Service specs: Tests business email detection, company creation,
association logic, edge cases (existing companies, free emails, nil
emails)
- Integration specs: Tests full callback flow for contact create/update
scenarios
- All tests passing: 10 examples, 0 failures
- RuboCop: 0 offenses

## 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
- [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 (PR #12657 pending)

---------

Co-authored-by: Sojan Jose <sojan@pepalo.com>
2025-11-03 20:36:13 +05:30
ef54f07d5b feat: Add company backfill migration for existing contacts (Part 1) (#12657)
## Description

Implements company backfill migration infrastructure for existing
contacts. This is **Part 1 of 2** for the company model production
rollout as described in
[CW-5726](https://linear.app/chatwoot/issue/CW-5726/company-model-setting-it-up-on-production).

Creates jobs and services to associate existing contacts with companies
based on their email domains, filtering out free email providers (gmail,
yahoo, etc.) and disposable addresses.
 

**What's included:**
- Business email detector service with ValidEmail2 (uses
`disposable_domain?` to avoid DNS lookups)
- Per-account batch job to process contacts for one account
- Orchestrator job to iterate all accounts
- Rake task: `bundle exec rake companies:backfill`

~~*NOTE*: I'm using a hard-coded approach to determine if something is a
"business" email by filtering out emails that are usually personal. I've
also added domains that are common to some of our customers' regions.
This should be simpler. I looked into `Valid_Email2` and I couldn't find
anything to dictate whether an email is a personal email or a business
one. I don't think the approach used in the frontend is valid here.~~
UPDATE: Using `email_provider_info` gem instead.


**Pending - Part 2 (separate PR):** Real-time company creation for new
contacts

## Type of change

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

## How Has This Been Tested?

```bash
# Run all new tests
bundle exec rspec spec/enterprise/services/companies/business_email_detector_service_spec.rb \\
                   spec/enterprise/jobs/migration/company_account_batch_job_spec.rb \\
                   spec/enterprise/jobs/migration/company_backfill_job_spec.rb

# Run RuboCop
bundle exec rubocop enterprise/app/services/companies/business_email_detector_service.rb \\
                     enterprise/app/jobs/migration/company_account_batch_job.rb \\
                     enterprise/app/jobs/migration/company_backfill_job.rb \\
                     lib/tasks/companies.rake
```

**Performance optimization:**
- Uses `disposable_domain?` instead of `disposable?` to avoid DNS MX
lookups (discovered via tcpdump analysis - `disposable?` was making
network calls for every email, causing 100x slowdown)

## 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: Sojan Jose <sojan@pepalo.com>
2025-11-03 20:03:47 +05:30
Tanmay Sharma e10ef03490 fix rspec for topup 2025-10-29 17:28:03 +05:30
38af08534c fix: Captain response builder not getting triggered (#12729)
## Summary
- Fix captain response builder not getting triggered for cases where
responses are created as completed.

## Testing Instructions 
- Test articles with firecrawl
- Test articles without firecrawl
- Test PDF documents

---------

Co-authored-by: Pranav <pranav@chatwoot.com>
2025-10-28 18:31:08 -07:00
Tanmay Deep Sharma f999112671 fix rspec 2025-10-29 03:24:12 +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 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
PranavandGitHub 5891fd6f49 feat(ee): Add a service to fetch website content and prepare a persona of Captain Assistant (#12732)
This PR is the first of many to simplify the process of building an
assistant. The new flow will only require the user’s website. We’ll
automatically crawl it, identify the business name and what the business
does, and then generate a suggested assistant persona, complete with a
proposed name and description.

This service returns the following.
Example: tooljet.com
<img width="795" height="217" alt="Screenshot 2025-10-25 at 2 55 04 PM"
src="https://github.com/user-attachments/assets/9cb3594a-9c9c-4970-a0a1-4c9c8869c193"
/>

Example: replit.com
<img width="797" height="176" alt="Screenshot 2025-10-25 at 2 56 42 PM"
src="https://github.com/user-attachments/assets/6a1b4266-aab6-455f-a5e3-696d3a8243c9"
/>
2025-10-25 15:50:50 -07:00
Sojan JoseandGitHub 9898ccee9e chore: Enforce custom role permissions on conversation access (#12583)
## Summary
- ensure conversation lookup uses the permission filter before fetching
records
- add request specs covering custom role access to unassigned
conversations

## Testing
- bundle exec rspec
spec/enterprise/controllers/api/v1/accounts/conversations_controller_spec.rb

------
https://chatgpt.com/codex/tasks/task_e_68de1f62b9b883268a54882e608a8bb8
2025-10-22 20:23:37 -07:00
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
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 62203da528 fix up extra env 2025-10-13 13:29:00 +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 19a851c01d cleanup code, remove unnecessary 2025-10-11 11:56:16 +04:00
Tanmay Sharma efe6e64dcd cleanup code 2025-10-11 10:22:46 +04:00
Tanmay Deep Sharma d6f5c627eb fix rspec and customer subscription process 2025-10-10 13:03:27 +02:00
Tanmay Sharma 51b4a8f9fc cleanup 2025-10-09 17:38:27 +02:00
Tanmay Sharma 1268b2cf55 fix schema file 2025-10-09 16:24:32 +02:00
Tanmay Sharma 125ae5523a fix stripe v2 calls 2025-10-09 09:52:56 +02:00
Tanmay Deep Sharma 216a2c0e73 do not disable rubocop 2025-10-09 01:04:47 +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
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
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
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
Sivin VargheseandGitHub 109aaa2341 fix: Display proper conversation ID with click-to-open in SLA reports (#12570) 2025-10-02 08:18:54 +05:30
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
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
Shivam MishraandGitHub 8f4b252045 feat: allow searching captain responses [CW-5631] (#12463) 2025-09-18 14:44:56 +05:30
Shivam MishraandGitHub 7bc7ae5bc4 feat: setup invite to handle SAML enabled account [CW-5613] (#12439) 2025-09-17 19:33:38 +05:30
Shivam MishraandGitHub 7a453f50f4 feat: update users on SAML setup and destroy [CW-2958][CW-5612] (#12346) 2025-09-15 21:20:22 +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 16b98b6017 fix: Add account_id to the query to force using a better index (#12420)
I've added the account_id filter to the
`get_agent_ids_over_assignment_limit` method. This optimization will
help the query leverage the existing composite index
`conv_acid_inbid_stat_asgnid_idx (account_id, inbox_id, status,
assignee_id)` for better performance.

**Before:**
```sql
HashAggregate (cost=224238.12..224256.27 rows=484 width=4)
Group Key: assignee_id
Filter: (count(*) >= 10)
-> Index Scan using index_conversations_on_inbox_id on conversations (cost=0.44..223963.67 rows=54891 width=4)
Index Cond: (inbox_id = ???)
Filter: (status = 0)
```

**After:**
```sql
GroupAggregate (cost=0.44..5688.30 rows=476 width=4)
Group Key: assignee_id
Filter: (count(*) >= 10)
-> Index Only Scan using conv_acid_inbid_stat_asgnid_idx on conversations (cost=0.44..5640.81 rows=5928 width=4)
Index Cond: ((account_id = ??) AND (inbox_id = ??) AND (status = 0))
```
2025-09-11 22:27:38 -07:00