Commit Graph
85 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 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 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
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
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 2c095bed86 fix spec rubcop 2025-10-12 17:26:07 +05:30
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
Tanmay Deep Sharma acb2816826 stripe v2 init 2025-10-08 10:11:23 +02:00
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
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
Tanmay Deep SharmaandGitHub 1ba00075ce feat: Add BE changes for captain pdf support for faq generation (#12113) 2025-08-27 20:31:22 +05:30
PranavandGitHub 7f56cd92f8 chore: Update the prompts to include language of the account for FAQs (#12280)
There were customer reported issues with FAQs which were generated in a
different langauge than what they were expecting. The reason behind this
was that the language of the account was not considered in the prompt
provided. If the language of the content was say Spanish, and the
account locale was english. The output was not predicable. The output
depends on the model and the execution time.

This PR would update the prompt to behave consistently with the account
locale. Even though the content provided is in a different language, it
would generate FAQs in the account locale.

Changes:
- Updated the prompt to include a detailed expectation of the FAQs
quality along with the language
- Added specs for the services where the prompt generator is called.

Tested the prompt using Phoenix playground across GPT 5, GPT 4.1, GPT
4.0. The reasoning setting for GPT 5 needs to be low so that it doesn't
generate random questions like "What was this updated?"
2025-08-22 10:03:52 -07:00
Sojan JoseandGitHub d48503bdcf feat(voice): Improved voice call creation flow [EE] (#12268)
This PR improves the voice call creation flow by simplifying
configuration and automating setup with Twilio APIs.

references: #11602 , #11481 

## Key changes

- Removed the requirement for twiml_app_sid – provisioning is now
automated through APIs.
- Auto-configured webhook URLs for:
  - Voice number callbacks
  - Status callbacks
  -  twiML callbacks
- Disabled business hours, help center, and related options until voice
inbox is fully supported.
- Added a configuration tab in the voice inbox to display the required
Twilio URLs (to make verification easier in Twilio console).


## Test Cases
- Provisioning
- Create a new voice inbox → verify that Twilio app provisioning happens
automatically.
  - Verify twiML callback 
- Webhook configuration
- Check that both voice number callback and status callback URLs are
auto-populated in Twilio.
- Disabled features
- Confirm that business hours and help center options are
hidden/disabled for voice inbox.
- Configuration tab
- Open the voice inbox configuration tab → verify that the displayed
Twilio URLs match what’s set in Twilio.
2025-08-22 13:38:23 +02:00
c6be04cdc1 feat: scenario agents & runner (#11944)
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>
Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-08-14 12:39:21 +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
Tanmay Deep SharmaandGitHub 5b9f997fa0 feat: Add the support for images in Captain (#11850) 2025-07-11 23:28:46 +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 257cd07ee6 fix: Check if there are any subscriptions before we create a default subscription (#11813)
Avoid creating duplicate subscriptions.
2025-06-25 18:53:36 -07:00
c42dd8a23e feat: captain should be able to access private notes (#11768)
# Pull Request Template

## Linear task: 

https://linear.app/chatwoot/issue/CW-4482/captain-should-be-able-to-access-private-notes-only-on-copilot

## Description

Captain should be able to access private notes (only on copilot)

## Type of change

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

## How Has This Been Tested?


![image](https://github.com/user-attachments/assets/b25cf81f-85eb-4adb-a1eb-57e1156b9b9e)


![image](https://github.com/user-attachments/assets/20051b31-cbce-41d9-84d9-13bc71687323)


## 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: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-06-24 19:00:20 -07:00
PranavandGitHub ea4477ccde fix: Update ActiveStorage::FileNotFoundError error and fix the captain condition in audio transcription (#11779)
Update the error to `ActiveStorage::FileNotFoundError`. Fix the
condition to enable audio transcription and added a spec for it.
2025-06-20 13:20:55 -07:00
PranavandGitHub 9b43a0f72b fix: Retry job if file not found (#11683)
Removed StandardError rescue blocks and added retry_on for
ResponseBuilderJob and AudioTranscriptionJob
2025-06-05 22:53:11 -05:00
8bc00f707b feat(ee): Add transcription support for audio messages (#11670)
<img width="419" alt="Screenshot 2025-06-03 at 4 25 37 PM"
src="https://github.com/user-attachments/assets/4b6ddd11-9b91-4981-a571-83746cc4d40b"
/>


Fixes https://github.com/chatwoot/chatwoot/issues/10182

---------

Co-authored-by: Sojan Jose <sojan@pepalo.com>
2025-06-05 18:29:37 -05:00
PranavandGitHub bae958334d feat: Update UI for Copilot (#11561)
- Updated UI for copilot
2025-06-02 22:02:03 -05:00
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
Sojan JoseandGitHub c2d8e2ad77 feat: move Slack config to installation settings (#11548)
- enable Slack Configuration via InstallationConfig
- list Slack integration in super admin settings
2025-05-23 01:07:35 -07:00
PranavandGitHub 03c0a7c62e feat: Add support for more tool, standardize copilot chat service (#11560) 2025-05-23 01:07:07 -07:00
PranavandGitHub dc7f1597e5 feat: Add support for additional tools in Copilot (#11531)
- Added GetConversation, GetContact, GetArticle, SearchContacts,
SearchArticles
- Update SearchConversations to handle the permissions properly.
2025-05-21 15:49:35 -07:00