Commit Graph
1838 Commits
Author SHA1 Message Date
Aakash BakhleandGitHub d57354c8b5 feat: tighten conversation FAQ generation prompt (#14957)
Tightens the resolved-conversation FAQ generator so it only proposes
durable, reusable FAQ candidates supported by human support-agent
messages. The implementation now sends a conversation-FAQ-specific
transcript to the LLM: customer messages plus real human support-agent
messages only, excluding bot, private, activity, and template messages.

## Closes

-
https://linear.app/chatwoot/issue/CW-7494/tighten-conversation-faq-generation-prompt

## What changed

- Added a human-only transcript builder in `ConversationFaqService`
instead of using the generic `conversation.to_llm_text` output.
- Excluded bot/agent-bot messages before the LLM call, which removes the
main bot-line leakage class deterministically.
- Preserved native-channel human replies where outgoing messages are
stored as `external_echo` without a `User` sender.
- Kept a prompt decision gate requiring each FAQ to be backed by a
complete public human-agent answer.
- Added generic no-FAQ classes for spam, wrong-service conversations,
private account/payment/order/certificate/troubleshooting cases, support
workflow mechanics, and direct-link/file/quote outputs.
- Added a separate `conversation_faq_generation` model route defaulting
to `gpt-5.2`, while keeping `document_faq_generation` on its existing
`gpt-4.1-mini` default. Conversation FAQ generation passes that feature
default ahead of the legacy global `CAPTAIN_OPEN_AI_MODEL` setting
unless an account-level override is configured.
- Kept the prompt domain-neutral so it can still generate reusable
product, service, policy, setup, and process FAQs outside SaaS contexts.

## Sampling notes

- Production Langfuse traces showed `llm.captain.conversation_faq` calls
using `gpt-4.1` in the sampled account set.
- Locally, `Llm::FeatureRouter.resolve(feature:
'conversation_faq_generation')` now resolves to `gpt-5.2`.
- Reviewed recent production `llm.captain.conversation_faq` traces
across 13+ accounts in compact form.
- Replayed 20 full traces across 10 accounts/domains, including
education, hosting, retail/auto, APIs, logistics, tax/fiscal workflows,
and Chatwoot account 1.
- Explicit `gpt-5.2` replay with human-only conversation history
returned no FAQ for 15/20 traces.
- A comparison replay with `gpt-4.1-mini` returned no FAQ for only 7/20
traces, bringing back several private/order/payment/support-workflow
cases.
- Remaining non-empty `gpt-5.2` outputs are now mostly
borderline/possibly useful human-agent-derived FAQs rather than obvious
bot-sourced answers.

## How to test

- Resolve conversations where the answer came only from the bot; no
pending FAQ should be generated.
- Resolve spam, unrelated, wrong-service, or private
payment/order/account conversations; no pending FAQ should be generated.
- Resolve conversations that require account/order/payment/login/private
verification or a human handoff; no pending FAQ should be generated.
- Resolve a conversation where a human agent gives a stable, reusable
help-center answer; the generated pending FAQ should be general and
self-contained.
2026-07-09 17:47:47 +05:30
Vishnu NarayananandGitHub 20227403ce fix: return public contact inbox payload after update (#14946)
# Pull Request Template

## Description
This keeps the public inbox contact update response on the public
contact inbox serializer shape after applying the contact identify
update.

## Type of change

- [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 to not work as expected)
- [ ] This change requires a documentation update

## How Has This Been Tested?

- `bundle exec rspec
spec/controllers/public/api/v1/inbox/contacts_controller_spec.rb`

## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my own code
- [ ] I have commented 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

Fixes
[https://linear.app/chatwoot/issue/CW-6937](https://linear.app/chatwoot/issue/CW-6937)
Fixes
[https://linear.app/chatwoot/issue/CW-7464](https://linear.app/chatwoot/issue/CW-7464)
Fixes
[https://linear.app/chatwoot/issue/CW-7457](https://linear.app/chatwoot/issue/CW-7457)
2026-07-09 13:50:01 +05:30
Vishnu NarayananandGitHub 0a13dbedfb fix: force account picker on microsoft email inbox OAuth (#14794)
## Description

The Microsoft authorize URL had no `prompt` parameter. With Microsoft's
default behavior, a browser carrying an active Microsoft session is
silently signed in to that account. If the same account is already
attached to an inbox in the same Chatwoot account, the callback treats
the OAuth response as a re-auth and routes the user to the existing
inbox settings page instead of letting them create the new inbox they
intended.

Adding `prompt=select_account` interrupts SSO and always presents the
Microsoft account picker, so the user explicitly chooses the mailbox
they want to connect.

This is distinct from `prompt=consent`, which was removed in
[#13962](https://github.com/chatwoot/chatwoot/pull/13962) to fix the
admin consent loop. `select_account` only interrupts SSO and does not
retrigger the consent dialog.

Closes INF-76

## Type of change

- [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?

`bundle exec rspec
spec/controllers/api/v1/accounts/microsoft/authorization_controller_spec.rb`
(3 examples, 0 failures). The regression test introduced in
[#13962](https://github.com/chatwoot/chatwoot/pull/13962) is updated to
assert `prompt=select_account` instead of asserting absence of the
parameter.

## 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
2026-07-09 13:49:33 +05:30
Sony MathewandGitHub 66cfb26c77 feat: Add unread count filters feature flag (1/6) (#14885)
## Description

Adds the account-level `unread_count_for_filters` feature flag as the
dark-launch gate for filtered sidebar unread counts. This reuses the
deprecated `quoted_email_reply` flag slot, resets the reused bit for
existing accounts, and removes stale defaults so new accounts do not
reference the old flag.

This also adds the feature where we are now calculating the unread counts for built in filters like mentions, participating and unattended along with unread count for saved filters/folders.

Closes
[CW-7262](https://linear.app/chatwoot/issue/CW-7262/unread-counts-for-filters-folders)

## Type of change

- [ ] Bug fix (non-breaking change which fixes an issue)
- [x] 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
2026-07-08 23:50:40 +05:30
Sony MathewandGitHub 873d16f54c feat: Extend account feature flag storage (#14947)
# Pull Request Template

## Description

Extends account-level feature flags by adding a second bigint bitset
column, `feature_flags_ext_2`, while preserving the existing
`flag_shih_tzu` feature check and enable/disable APIs. Existing flags
continue to live on `feature_flags`; future flags can opt into the
extension column through `config/features.yml` metadata.

Fixes
[CW-7238](https://linear.app/chatwoot/issue/CW-7238/feature-flag-extension)

## Type of change

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

- `eval "$(rbenv init -)" && RAILS_ENV=test
POSTGRES_DATABASE=chatwoot_test_31a6 bundle exec rspec
spec/models/concerns/featurable_spec.rb spec/models/account_spec.rb
spec/lib/config_loader_spec.rb
spec/controllers/platform/api/v1/accounts_controller_spec.rb
spec/controllers/super_admin/accounts_controller_spec.rb
spec/enterprise/models/account_spec.rb` - 144 examples, 0 failures
- `eval "$(rbenv init -)" && bundle exec rubocop
app/models/concerns/featurable.rb app/models/account.rb
db/migrate/20260706215758_add_feature_flags_ext_2_to_accounts.rb
spec/models/concerns/featurable_spec.rb spec/models/account_spec.rb
spec/lib/config_loader_spec.rb spec/enterprise/models/account_spec.rb` -
7 files inspected, no offenses detected
- `ruby -ryaml -e "features =
YAML.safe_load(File.read('config/features.yml')); abort unless
features.size == 63; puts features.group_by { |f| f['column'] ||
'feature_flags' }.transform_values(&:size).inspect"` - `{"feature_flags"
=> 63}`
- `git diff --check`

## 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] 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
2026-07-08 17:38:26 +05:30
Tanmay Deep SharmaandGitHub f6c18f5225 feat: account calls dashboard index endpoint (#14780)
## Description

Adds a backend endpoint that powers an account-wide calls dashboard,
letting users list and filter all calls in the account.

## Linear Ticket
- https://linear.app/chatwoot/issue/UPM-28/voice-call-dashboard-view

## Type of change

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

## 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
2026-07-08 15:31:03 +05:30
Sojan JoseandGitHub 0e07a27c74 fix: enforce inbox limits at model level (#14949)
Fixes https://linear.app/chatwoot/issue/CW-7559/inbox-limit-abuse

## Why

The regular inbox API checked limits in the controller, but WhatsApp
embedded signup creates inboxes through a service using `Inbox.create!`.
That let Enterprise account inbox limits be skipped for embedded signup.

## What this change does

- Adds an Inbox create-time validation hook in OSS and implements the
limit check in the Enterprise Inbox module.
- Removes the duplicate controller/helper limit check so the model is
the single enforcement point.
- Preserves the existing `402 Payment Required` API response for account
inbox limit failures.
- Keeps updates to existing inboxes allowed when an account is already
at its inbox limit.

## Validation

- `bundle exec rspec
spec/controllers/api/v1/accounts/inboxes_controller_spec.rb
spec/enterprise/models/inbox_spec.rb`
2026-07-08 13:18:07 +04:00
ce8c8e9a11 fix: sanitize control characters in team names (#14865)
Team names created via the API could contain control characters (for
example a trailing newline). Because the team-delete confirmation dialog
requires you to retype the team name and matches it against the stored
value, a hidden control character meant the typed name never matched —
leaving the team impossible to delete from the UI. This sanitizes team
names on save so they stay clean and deletable.

#### How to reproduce
1. Create a team via `POST /api/v1/accounts/{account_id}/teams` with
`{"name": "test\n"}`.
2. The team is created with the trailing newline stored in `name`.
3. In **Settings → Teams**, click delete and type the team name to
confirm — the match fails, so the team cannot be deleted.

#### What changed
- `app/models/team.rb`: the existing `before_validation` now strips
control characters and surrounding whitespace before downcasing the
name. Names that reduce to blank (e.g. only newlines/tabs) are rejected
loudly by the existing `presence` validation.
- Fixing at the model layer covers the API and every other create/update
path, rather than relying on the frontend confirm-dialog `.trim()`
(which only handles leading/trailing whitespace, not internal control
characters).

Note: this prevents new malformed names. Any team already saved with a
control character can be made deletable again simply by renaming it (an
update re-runs the same sanitization).

| Input | Stored as | Result |
|---|---|---|
| `"test\n"` | `"test"` | valid, deletable |
| `"te\nst"` (internal) | `"test"` | valid |
| `"\t\n "` (only control/ws) | — | rejected: "Name must not be blank" |
| `"Customer Support"` | `"customer support"` | unchanged behavior |

🤖 Generated with [Claude Code](https://claude.com/claude-code)

---------

Co-authored-by: Muhsin <12408980+muhsin-k@users.noreply.github.com>
Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-07-07 18:04:24 -07:00
a5fcecb3f6 feat: assistant overview page [CW-7408] (#14889)
This PR adds a Captain Assistant **Overview** page to show some KPI
metrics (conversations handled, auto-resolution, handoff, hours saved,
reopen-after-resolve, conversation depth) with trend deltas vs the
previous window, a real knowledge card, and a lazily-loaded, cached LLM
welcome summary.

### Highlights

- **Two contextual banners** on the overview:
- **Inbox banner** — prompts the user to connect an inbox when the
assistant has none, so it can actually do work.
- **Coverage banner** — warns when FAQ coverage is below 85% with more
than 100 responses pending review, linking straight to the pending
queue. Dismissal persists per-assistant for 24h via localStorage.
- **Batched stats builder** (`Captain::AssistantStatsBuilder`) computes
both windows in single FILTER-aggregated scans to cut round trips,
behind new `stats`/`summary` endpoints.
- **Cards included but intentionally left dummy / not rendered yet:**
`ResponseQualityCard` (flagged responses) and `CreditUsageCard` (credit
usage + daily chart). Credits are an account-wide counter with no
per-assistant or daily history, so there is no real data to back them
yet; they ship in the codebase but are not wired into the page.

### Index migration

- Replaces `index_messages_on_sender_type_and_sender_id` with
`index_messages_on_sender_and_created` `(sender_type, sender_id,
created_at)`.
- **Why it helps:** the per-assistant windowed lookups filter `sender_*`
*and* a `created_at` range. The old 2-column index matched every
lifetime row for the assistant and filtered the time slice at the heap
(~89% of rows discarded); adding `created_at` as a range column lets
Postgres scan only the window, and fixes the row-count estimate so the
planner picks a hash join over a nested loop on `reporting_events`.
- **Why dropping the old index is safe:** the new index is a left-prefix
superset `(sender_type, sender_id, ...)`, so every query the old one
served is still served. No code references it by name, and dropping it
keeps write amplification on `messages` neutral. Built/dropped with
`CONCURRENTLY` and `if_not_exists`/`if_exists` guards.


## Preview

<img width="2572" height="1754" alt="CleanShot 2026-06-29 at 22 38
51@2x"
src="https://github.com/user-attachments/assets/3798d09e-7850-48e4-b2cd-508533f15cea"
/>

## Banners

#### Inbox connect alert

<img width="2178" height="612" alt="CleanShot 2026-06-30 at 14 26 55@2x"
src="https://github.com/user-attachments/assets/373c371c-bb7d-4291-a0f9-620673078302"
/>

#### Coverage alert
<img width="2178" height="612" alt="CleanShot 2026-06-30 at 14 25 41@2x"
src="https://github.com/user-attachments/assets/e12d6308-11b6-4ba2-88a2-8a3077dd3e8f"
/>

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2026-07-07 17:54:13 +05:30
c8bfbadae2 fix: validate identifier hash on widget contact update (#14884)
## Description

The widget contact update endpoint (`PATCH /api/v1/widget/contact`)
applied updates that set an `identifier` without validating the
`identifier_hash`, unlike `set_user`, which already does. This change
runs the same validation on the update path whenever an `identifier` is
supplied, keeping identity validation consistent across the widget
contact endpoints.

Anonymous updates that don't pass an identifier (prechat
name/email/phone and custom attributes) keep working unchanged,
including on inboxes with mandatory identity validation.

Fixes https://linear.app/chatwoot/issue/CW-7118


---------

Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2026-07-07 16:40:19 +05:30
Aakash BakhleandGitHub 83dda621c5 feat: default new accounts to captain v2 (#14917)
# Pull Request Template

## Description

defaults new accounts to captain v2

## 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

## 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
2026-07-07 16:21:51 +05:30
Sony MathewandGitHub eab859cd04 fix: Sanitize query canceled API errors (#14933)
# Pull Request Template

## Description

Message creation API failures caused by PostgreSQL query cancellations
now return a generic retryable error instead of exposing raw database
internals such as `PG::QueryCanceled`, tuple identifiers, or relation
names to customers. Existing validation failures continue to return
their specific validation messages.

Closes
[CW-7538](https://linear.app/chatwoot/issue/CW-7538/do-not-expose-pgquerycanceled-details-in-messages-api-errors)

## Type of change

- [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?

Reproduced the messages API path by raising
`ActiveRecord::QueryCanceled` from `Messages::MessageBuilder` and
verified the response contains the customer-safe localized error without
`PG::QueryCanceled` details.

Validation run locally:

- `bundle exec rspec
spec/controllers/api/v1/accounts/conversations/messages_controller_spec.rb`
- `bundle exec rubocop
app/controllers/concerns/request_exception_handler.rb
spec/controllers/api/v1/accounts/conversations/messages_controller_spec.rb`
- `git diff --check`

## 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
2026-07-07 16:20:52 +05:30
Sojan JoseandGitHub b823764199 refactor: optimize agent bot assignment dropdown (#14866) 2026-07-07 14:25:54 +05:30
Tanmay Deep SharmaandGitHub 11deffdd5d feat: billing brl pix new users (#14617)
## Linear ticket
- https://linear.app/chatwoot/issue/CW-7253/billing-brl-pix-new-users

## Description

New accounts that sign up in Brazilian Portuguese are now billed in BRL
instead of USD. Their Stripe customer is created with a Brazil address
and Portuguese locale (so the Stripe portal offers Real prices and PIX),
and the AI credit top-up flow shows packages priced in the account's
billing currency. Currency support is config-driven, so adding another
currency later is a configuration change rather than a code change.


## Type of change

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

## How Has This Been Tested?

- https://www.loom.com/share/c8d3d08c1b844ed6b820438d4209491a

## Screenshot
<img width="904" height="440" alt="image"
src="https://github.com/user-attachments/assets/6f19fad8-e6af-46ea-b99f-b0265bb9eeec"
/>


## 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
2026-07-06 16:35:38 +05:30
8818d276b9 fix(captain): read OpenAI key from InstallationConfig in article search terms (#14915)
generate_article_search_terms still pulled ENV['OPENAI_API_KEY'], left
over from before the Jan 2025 Captain migration moved the key into
InstallationConfig as CAPTAIN_OPEN_AI_API_KEY. Every other Captain LLM
call site got updated then; this one (used by Portal::ArticleIndexingJob
for help center article embedding search terms) didn't, so it sent a
blank bearer token unless you also happened to have the old env var set.

Also drops the stale OPENAI_API_KEY line from .env.example and points to
where the key actually lives now (Super Admin > App Configs > Captain).

---------

Co-authored-by: Sony Mathew <2040199+sony-mathew@users.noreply.github.com>
Co-authored-by: Sony Mathew <sony@chatwoot.com>
2026-07-02 19:29:50 +05:30
Shivam MishraandGitHub b8545019e1 feat: add catch-all failure handling to article writer (#14881)
Help-center onboarding jobs were getting stuck in the `generating` state
indefinitely. `Onboarding::HelpCenterArticleWriterJob` only finalized
the generation counter for two exception types
(`Firecrawl::FirecrawlError`, `ArticleBuildFailed`). Any other error
exhausted Sidekiq's default retries and landed in the dead set without
ever bumping `finished`, leaving state at `total - 1` / `generating`
until the 7-day Redis TTL expired. Observed in production: 4 generations
wedged at exactly `finished = total - 1`, four days after the run, with
no further progress — the onboarding UI showed "generating" the whole
time.


This PR adds a `discard_on StandardError` catch-all to
`HelpCenterArticleWriterJob`, after the existing `retry_on
Firecrawl::FirecrawlError` and `discard_on ArticleBuildFailed` handlers.
ActiveJob matches in declaration order, first match wins, so existing
behavior is unchanged — the catch-all only absorbs errors that
previously fell through to unhandled retry-then-dead-set. It routes
through the same `on_writer_failure` → `finalize` path, so state always
progresses to `completed`.

<details><summary>

##### Script to remove dead jobs

</summary>
<p>

```rb
# One-off: unstick Onboarding::HelpCenterGenerationState keys that are wedged in
# "generating" because a writer job died on an unhandled exception (neither
# FirecrawlError nor ArticleBuildFailed) and exhausted Sidekiq retries without
# ever calling record_article_finished.
#
# These portals have real articles (finished is 1 short of total). Marking them
# "completed" is the honest terminal state: generation is done, one article failed.
#
# Run on a prod box (dry-run first, then REMOVE_DRY_RUN=1):
#   RAILS_ENV=production bundle exec rails runner scripts/help_center_investigation/unstick_generating.rb
#
# To actually write, set REMOVE_DRY_RUN=1 in the environment.

pattern = format(Redis::Alfred::HELP_CENTER_GENERATION, id: '*')
dry_run = ENV['REMOVE_DRY_RUN'].blank?

stuck = []
Redis::Alfred.with do |conn|
  conn.scan_each(match: pattern, count: 1000) do |key|
    h = conn.hgetall(key)
    next unless h['status'] == 'generating'

    gen_id = key.sub('HELP_CENTER_GENERATION::', '')
    stuck << { gen_id: gen_id, total: h['total'], finished: h['finished'], key: key }

    unless dry_run
      conn.hset(key, 'status', 'completed')
      conn.expire(key, Onboarding::HelpCenterGenerationState::TTL)
    end
  end
end

puts "#{dry_run ? '[DRY RUN] ' : ''}Found #{stuck.size} stuck 'generating' states:"
stuck.each do |s|
  puts "  gen=#{s[:gen_id]} total=#{s[:total]} finished=#{s[:finished]} -> #{dry_run ? 'would mark completed' : 'marked completed'}"
end
puts
puts 'Re-run with REMOVE_DRY_RUN=1 to apply.' if dry_run
````

</p>
</details>
2026-07-02 16:17:34 +05:30
6a7ca9dd3b feat: Add report bar drilldown drawer (#14626)
## Description

Adds drilldown support for report bar charts powered by
`ReportContainer`. Clicking a non-zero report bar now opens a right-side
drawer with the conversations or messages that contributed to that
bucket, with each row linking to the underlying conversation and message
rows linking with `messageId`.

This includes a new `GET /api/v2/accounts/:account_id/reports/drilldown`
endpoint, backend drilldown builders/serializers, generic chart click
emission, local drawer state via `useReportDrilldown`, compact drilldown
cards, pagination, stale-response protection, and validation for
unsupported drilldown dimensions.

Fixes # CW-4497

https://linear.app/chatwoot/issue/CW-4497/drill-down-on-agent-conversations-report

## Type of change

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

Ran the focused backend and frontend checks for the drilldown endpoint,
builder, chart click handling, drawer/card UI, API helper, and
stale-response handling.

Here are the screenshots on how it looks like:
<img width="1792" height="1199" alt="Screenshot 2026-06-02 at 11 32
11 PM"
src="https://github.com/user-attachments/assets/6bdb8832-b9df-4bf3-9a2a-beaefe203b6e"
/>
<img width="1791" height="1230" alt="Screenshot 2026-06-02 at 11 32
34 PM"
src="https://github.com/user-attachments/assets/36e92eb7-3208-4855-87f4-0c7f316df54d"
/>
<img width="1784" height="1235" alt="Screenshot 2026-06-02 at 11 32
46 PM"
src="https://github.com/user-attachments/assets/f7a53916-74f2-4622-9305-042e0ac9e877"
/>



## 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: Shivam Mishra <scm.mymail@gmail.com>
2026-07-02 16:07:26 +05:30
6c9efc4e92 fix: assign outbound voice call conversation to the calling agent (#14906)
Outbound voice calls were being auto-assigned to the wrong agent. When
an agent placed an outbound call, the conversation was created without
an assignee, so inboxes with auto-assignment enabled would round-robin
it to a different agent instead of keeping it with the person who
actually made the call. This made it hard to tell which agent was on an
active call.

## What changed

- Set the calling agent as the conversation's assignee when creating an
outbound voice call conversation.
- This prevents the generic auto-assignment handler from treating the
conversation as unassigned and reassigning it.
- Added specs covering the assignment, including a regression case with
inbox auto-assignment enabled.

**Note:** this applies to newly placed calls; it does not retroactively
fix conversations that were already mis-assigned.

---------

Co-authored-by: Tanmay Deep Sharma <tanmaydeepsharma21@gmail.com>
Co-authored-by: Tanmay Deep Sharma <32020192+tds-1@users.noreply.github.com>
2026-07-02 16:06:11 +05:30
Sivin VargheseandGitHub 34d8741b9b feat: drag to reorder help center articles across pages (#14910) 2026-07-02 15:47:01 +05:30
7bf76057c2 fix: SLA handling for blocked contacts (#14861)
# Pull Request Template

## Description

Blocked contacts are now excluded from SLA assignment, processing,
reports, and conversation SLA UI while they remain blocked. Existing SLA
records are preserved, and SLA behavior resumes if the contact is
unblocked.

Fixes
https://linear.app/chatwoot/issue/CW-7435/sla-should-not-trigger-for-blocked-contacts

## Type of change

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

## How Has This Been Tested?

- `bundle exec rspec spec/enterprise/models/conversation_spec.rb
spec/enterprise/models/applied_sla_spec.rb
spec/enterprise/services/enterprise/action_service_spec.rb
spec/enterprise/services/sla/evaluate_applied_sla_service_spec.rb
spec/enterprise/jobs/sla/process_account_applied_slas_job_spec.rb
spec/enterprise/controllers/api/v1/accounts/applied_slas_controller_spec.rb
spec/enterprise/controllers/api/v1/accounts/conversations_controller_spec.rb
spec/enterprise/controllers/enterprise/api/v1/accounts/conversations_controller_spec.rb
spec/enterprise/presenters/conversations/event_data_presenter_spec.rb` —
78 examples, 0 failures
- `bundle exec rubocop
enterprise/app/controllers/api/v1/accounts/applied_slas_controller.rb
enterprise/app/jobs/sla/process_account_applied_slas_job.rb
enterprise/app/models/applied_sla.rb
enterprise/app/models/enterprise/concerns/conversation.rb
enterprise/app/presenters/enterprise/conversations/event_data_presenter.rb
enterprise/app/services/enterprise/action_service.rb
enterprise/app/services/sla/evaluate_applied_sla_service.rb
lib/tasks/apply_sla.rake
spec/enterprise/controllers/api/v1/accounts/applied_slas_controller_spec.rb
spec/enterprise/controllers/api/v1/accounts/conversations_controller_spec.rb
spec/enterprise/controllers/enterprise/api/v1/accounts/conversations_controller_spec.rb
spec/enterprise/jobs/sla/process_account_applied_slas_job_spec.rb
spec/enterprise/models/applied_sla_spec.rb
spec/enterprise/models/conversation_spec.rb
spec/enterprise/presenters/conversations/event_data_presenter_spec.rb
spec/enterprise/services/enterprise/action_service_spec.rb
spec/enterprise/services/sla/evaluate_applied_sla_service_spec.rb` — no
offenses
- `pnpm exec vitest --no-watch --no-cache --no-coverage
app/javascript/dashboard/components/widgets/conversation/specs/ConversationCard.spec.js`
— 2 tests passed
- `pnpm exec eslint
app/javascript/dashboard/components-next/Conversation/ConversationCard/CardMessagePreviewWithMeta.vue
app/javascript/dashboard/components-next/Conversation/ConversationCard/ConversationCardExpanded.vue
app/javascript/dashboard/components/widgets/conversation/ConversationCard.vue
app/javascript/dashboard/components/widgets/conversation/ConversationHeader.vue
app/javascript/dashboard/components/widgets/conversation/specs/ConversationCard.spec.js`
— passed with existing raw-text warnings in `ConversationHeader.vue`
- `git diff --cached --check` — clean

## 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: Muhsin Keloth <muhsinkeramam@gmail.com>
2026-07-02 14:16:29 +05:30
Tanmay Deep SharmaandGitHub a3c7f3b204 fix: finalize WhatsApp calls when terminate webhook overtakes connect (#14836)
## Description

Some inbound WhatsApp calls stayed stuck in "ringing" forever. When a
caller hung up within ~1s of dialing, Meta delivered the terminate
webhook before the connect webhook. The terminate arrived with no call
record yet and was dropped, then connect created the call in ringing
with nothing left to close it. These calls now correctly land as missed
(no_answer), and an agent who taps Accept on a call that already ended
gets a clean "call ended" instead of a generic error.

## Type of change

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

## How Has This Been Tested?

- local UI testing

## 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
2026-07-02 13:58:36 +05:30
49b0ab0e1f fix: Consider business hours when computing SLA breaches (#13392)
- Fixes SLA breach computation to respect the "Only during business
hours" setting
- Backend now pre-computes SLA deadlines, simplifying frontend logic

## How it works

Before: SLA deadlines were calculated using wall-clock time, ignoring
business hours.

After: When an SLA policy has "Only during business hours" enabled and
the inbox has working hours configured, the deadline is calculated by
adding threshold time only during business hours.


**How you check if a conversation has a SLA hit or miss?**

<img width="474" height="510" alt="Screenshot 2026-01-28 at 7 06 53 PM"
src="https://github.com/user-attachments/assets/54ec8581-18b8-45c6-a356-de8c778ea78d"
/>


**Example:**
- Conversation created: Friday 4:30 PM
- FRT threshold: 1 hour
- Business hours: Mon-Fri 9 AM - 5 PM

| | Breach time |
|--|--|
| Before | Friday 5:30 PM |
| After | Monday 9:30 AM |

## Test plan

- [x] Create an SLA policy with "Only during business hours" enabled
- [x] Configure inbox with business hours (e.g., Mon-Fri 9-5)
- [x] Conversation created during business hours
  - Create a conversation on Wednesday 10:00 AM UTC
- Expected: FRT deadline shows Wednesday 12:00 PM UTC (2 business hours
later)
- [x] Conversation created before business hours
  - Create a conversation on Wednesday 7:00 AM UTC
- Expected: FRT deadline shows Wednesday 11:00 AM UTC (counting starts
at 9 AM)
- [x] Conversation created after business hours
  - Create a conversation on Wednesday 6:00 PM UTC
- Expected: FRT deadline shows Thursday 11:00 AM UTC (counting starts
next day 9 AM)
- [x] Conversation created on weekend
  - Create a conversation on Saturday 10:00 AM UTC
  - Expected: FRT deadline shows Monday 11:00 AM UTC (skips weekend)
- [x] Threshold spans weekend
  - Create a conversation on Friday 4:00 PM UTC with 2-hour FRT
- Expected: FRT deadline shows Monday 10:00 AM UTC (1h Friday + 1h
Monday)
- [x] SLA without business hours
  - Create an SLA policy with only_during_business_hours: false
  - Create a conversation on Friday 4:00 PM UTC with 2-hour FRT
  - Expected: FRT deadline shows Friday 6:00 PM UTC (wall-clock time)
- [x] All Day marked as closed_all_day
  - Create a conversation on Tuesday 4:00 PM UTC with 2-hour FRT
  - Expected: FRT deadline shows Thursday 10:00 AM UTC
- [x] All Day marked as open_all_day
  - Create a conversation on Saturday 10:00 AM UTC with 2-hour FRT
  - Expected: FRT deadline shows Saturday 12:00 PM UTC 
- [x] UI displays correct countdown
  - Verify conversation card shows correct SLA timer
  - Verify timer shows flame icon when breached
  - Verify timer shows alarm icon when within threshold
  - Time updates automatically when time passes
- [x] Verify the breach with a different timezone than your local
timezone

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
Co-authored-by: Sony Mathew <sony@chatwoot.com>
Co-authored-by: Sony Mathew <2040199+sony-mathew@users.noreply.github.com>
2026-07-02 13:33:22 +05:30
Aakash BakhleandGitHub 926a9d8a69 fix(captain): default temperature to 0.5 and remove UI control (#14879)
# Pull Request Template

## Description

- Default temperature to 0.5 and remove UI control
- No migrations needed for existing accounts, their current settings are
preserved

## 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 spec

## 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
2026-06-30 15:14:03 +05:30
Aakash BakhleandGitHub ce2e10e89e fix: tighten captain v2 (#14883)
# Pull Request Template

## Description

Tightens v2 prompt and config to match v1

## Type of change

Please delete options that are not relevant.

- [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.
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
2026-06-30 14:20:54 +05:30
Sivin VargheseandGitHub 56275b750e fix: respect companies feature flag for auto-association (#14886)
# Pull Request Template

## Description

This PR stops new contacts from getting an auto-assigned company name
when the Companies feature is disabled.

Since #14496, email-domain company auto-association also updates a
contact's `company_name`. However, the callback isn't gated behind the
Companies feature flag, so accounts without the feature enabled still
auto-create companies and overwrite any `company_name` provided via the
SDK/`setUser`.

This PR gates `should_associate_company?` behind
`account.feature_enabled?('companies')`, so auto-association only runs
when the Companies feature is enabled.

Fixes
https://linear.app/chatwoot/issue/CW-7462/setuser-overwrites-contact-company-name-for-accounts-that-dont-use

## Type of change

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


## 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
2026-06-29 17:23:31 -07:00
299bc6c0a4 fix: recover from stale LeadSquared lead ids on activity sync (#14818)
LeadSquared sync now recovers automatically when a contact's cached lead
has been deleted or merged on the LeadSquared side. Previously the stale
lead id was never cleared, so every new conversation or contact update
for that contact failed with "Lead not found"
(`MXInvalidEntityReferenceException`) indefinitely.

## What changed
- Activity sync: on a "Lead not found" error while posting a
conversation/transcript activity, clear the cached `leadsquared_id`,
re-resolve the contact to a fresh lead, and retry the activity once
(guarded against loops and duplicate leads).
- Contact sync: on the same error while updating an existing lead, clear
the cached id and create a fresh lead instead.
- Fix `get_lead_id` to actually return early for unidentifiable contacts
(the guard previously fell through).

## How to reproduce
1. For a LeadSquared-enabled account, point a contact's cached lead id
at a lead that no longer exists in LeadSquared.
2. Update the contact, or create/resolve a conversation for it.
3. Before: the sync fails repeatedly with "Lead not found" and never
self-corrects. After: the stale id is cleared, a fresh lead is
resolved/created, and subsequent syncs reuse the healed id.

---------

Co-authored-by: Tanmay Deep Sharma <32020192+tds-1@users.noreply.github.com>
2026-06-29 16:38:08 +05:30
7522457740 feat: v2 - generations get trace level attributes (#14878)
# Pull Request Template

~~Note: merge only after https://github.com/chatwoot/ai-agents/pull/74
has been merged~~

## Description

Before:
<img width="436" height="617" alt="image"
src="https://github.com/user-attachments/assets/fd5be8dc-abab-4e01-b251-366648b998ea"
/>


After:
<img width="446" height="577" alt="image"
src="https://github.com/user-attachments/assets/8d96d2f2-c126-4cca-b3a2-f2a62b204adf"
/>


<img width="441" height="558" alt="image"
src="https://github.com/user-attachments/assets/89da4157-48a5-4fdc-9c67-9bf987e31638"
/>



## 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

## 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: Sony Mathew <sony@chatwoot.com>
2026-06-29 13:50:17 +05:30
Sojan JoseandGitHub d0b1c055e8 chore: Track cloud plan activation conversions (#14834)
## Summary
- track cloud plan activation conversions when an attributed account
moves from the configured default cloud plan to a paid plan
- use the Stripe webhook event time as the activation timestamp so the
30-day signup attribution window reflects the actual upgrade event
- send the Stripe subscription amount and currency for the conversion
value
- mark the account attribution after enqueueing so later plan updates do
not send duplicate activation conversions

## Notes
- Marketing tracker: https://linear.app/chatwoot/issue/MAR-113
- Cloud implementation: https://linear.app/chatwoot/issue/LEA-34
- Stripe billing stays responsible for subscription state and value
calculation.
- Cloud plan activation conversion tracking is handled by a small
dedicated service that owns the activation rule, duplicate marker, and
conversion enqueue.
- Website attribution cookie capture remains separate in the marketing
attribution service.
- There is no frontend change and no new user-facing configuration.
- Conversion upload still no-ops outside Chatwoot Cloud and when
attribution has no supported click identifier.
2026-06-25 18:41:43 -07:00
Sony MathewandGitHub cf134deb37 fix: Preserve Captain LLM defaults (#14858)
# Pull Request Template

## Description

Adjusts the Captain LLM feature defaults after feature routing so the
defaults stay intentional and avoid unintended high-cost model upgrades.
Assistant, copilot, and onboarding content generation now default to
`gpt-4.1`; audio transcription keeps `gpt-4o-mini-transcribe` as the
default while exposing `whisper-1` as an available account override
option.

Related: https://linear.app/chatwoot/issue/CW-7425/test-new-models

## Type of change

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

## How Has This Been Tested?

- `ruby -ryaml -e 'yaml = YAML.load_file("config/llm.yml"); features =
yaml.fetch("features"); models = yaml.fetch("models"); features.each {
|name, cfg| missing = Array(cfg["models"]) - models.keys; raise
"#{name}: missing #{missing.join(",")}" if missing.any?; raise "#{name}:
default not in models" unless
Array(cfg["models"]).include?(cfg["default"]) }'`
- `node -e
"JSON.parse(require('fs').readFileSync('app/javascript/dashboard/i18n/locale/en/settings.json',
'utf8'))"`
- `pnpm exec prettier --check
app/javascript/dashboard/i18n/locale/en/settings.json`
- `bundle exec rspec spec/lib/llm/feature_router_spec.rb
spec/enterprise/services/llm/base_ai_service_spec.rb
spec/enterprise/models/concerns/agentable_spec.rb
spec/enterprise/services/messages/audio_transcription_service_spec.rb
spec/models/concerns/captain_featurable_spec.rb
spec/models/account_spec.rb
spec/controllers/api/v1/accounts/captain/preferences_controller_spec.rb
spec/controllers/super_admin/accounts_controller_spec.rb`
- `bundle exec rspec
spec/enterprise/services/captain/llm/article_translation_service_spec.rb
spec/enterprise/services/messages/audio_transcription_service_spec.rb
spec/enterprise/services/llm/base_ai_service_spec.rb`
- `RUBOCOP_CACHE_ROOT=/private/tmp/rubocop_cache bundle exec rubocop
enterprise/app/services/captain/llm/article_translation_service.rb
enterprise/app/services/messages/audio_transcription_service.rb
spec/enterprise/services/captain/llm/article_translation_service_spec.rb
spec/enterprise/services/llm/base_ai_service_spec.rb
spec/enterprise/services/messages/audio_transcription_service_spec.rb`
- `git diff --check`

## 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
2026-06-25 21:35:09 +05:30
Sony MathewandGitHub b8b62ad0f1 feat: Harden model override preferences (5/6) (#14846)
## Description

Hardens the Captain model override preferences API so account-level
overrides follow the same feature-router contract used by runtime LLM
calls. The API now permits model and feature keys from `llm.yml`,
removes blank model overrides, rejects invalid saved model combinations,
and returns each feature's effective model, provider, and source for UI
clients.

Fixes https://linear.app/chatwoot/issue/CW-7425/test-new-models

## Type of change

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

Verified the account preferences API and account model validation
behavior for valid overrides, invalid model values, unknown feature
keys, blank override removal, and effective model/provider/source
payload metadata.

- `eval "$(rbenv init -)" && bundle exec rspec
spec/controllers/api/v1/accounts/captain/preferences_controller_spec.rb
spec/models/account_spec.rb
spec/models/concerns/captain_featurable_spec.rb
spec/lib/llm/feature_router_spec.rb`
- `eval "$(rbenv init -)" && bundle exec rubocop
app/controllers/api/v1/accounts/captain/preferences_controller.rb
app/models/concerns/account_settings_schema.rb
app/models/concerns/captain_featurable.rb
spec/controllers/api/v1/accounts/captain/preferences_controller_spec.rb
spec/models/account_spec.rb
spec/models/concerns/captain_featurable_spec.rb
spec/lib/llm/feature_router_spec.rb`
- `git diff --check`

## 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
- [ ] 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
2026-06-25 17:38:11 +05:30
Sony MathewandGitHub 4e26c5b4bb feat: Route system LLM jobs (4/6) (#14843)
## Description

Routes the remaining system-only and legacy-sensitive LLM jobs through
feature-level model configuration, while preserving system credential
usage and usage-accounting behavior. This adds dedicated defaults for
help center article generation, onboarding content generation, query
translation, transcription, and search embeddings so these flows can be
configured per account without falling back to installation-wide model
settings.

Fixes https://linear.app/chatwoot/issue/CW-7425/test-new-models

## Type of change

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

Verified the feature routing defaults and account overrides for the
touched Captain/system LLM paths, including the legacy OpenAI
transcription and paginated FAQ services.

- `eval "$(rbenv init -)" && bundle exec rspec
spec/lib/captain/base_task_service_spec.rb spec/lib/llm/models_spec.rb
spec/models/concerns/captain_featurable_spec.rb
spec/controllers/api/v1/accounts/captain/preferences_controller_spec.rb
spec/enterprise/services/captain/llm/paginated_faq_generator_service_spec.rb
spec/enterprise/services/captain/llm/pdf_processing_service_spec.rb
spec/enterprise/services/messages/audio_transcription_service_spec.rb
spec/enterprise/services/onboarding/help_center_article_builder_spec.rb
spec/enterprise/services/captain/onboarding/website_analyzer_service_spec.rb`
- `eval "$(rbenv init -)" && bundle exec rubocop
app/controllers/api/v1/accounts/captain/preferences_controller.rb
app/models/concerns/account_settings_schema.rb
lib/captain/base_task_service.rb
enterprise/app/services/captain/llm/article_translation_service.rb
enterprise/app/services/captain/llm/article_writer_service.rb
enterprise/app/services/captain/llm/embedding_service.rb
enterprise/app/services/captain/llm/help_center_curation_service.rb
enterprise/app/services/captain/llm/paginated_faq_generator_service.rb
enterprise/app/services/captain/llm/translate_query_service.rb
enterprise/app/services/captain/llm/widget_tagline_service.rb
enterprise/app/services/captain/onboarding/website_analyzer_service.rb
enterprise/app/services/messages/audio_transcription_service.rb
spec/enterprise/services/messages/audio_transcription_service_spec.rb
spec/lib/captain/base_task_service_spec.rb`
- `ruby -e "require 'yaml'; config = YAML.load_file('config/llm.yml');
%w[document_faq_generation help_center_article_generation
onboarding_content_generation help_center_query_translation
audio_transcription help_center_search].each { |feature| abort(%(missing
#{feature})) unless config.dig('features', feature) }; abort('wrong
article default') unless config.dig('features',
'help_center_article_generation', 'default') == 'gpt-5.2'; puts 'llm.yml
ok'"`
- `git diff --check`

## 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
2026-06-25 17:37:45 +05:30
Sony MathewandGitHub 43e0f8a141 feat: Route Enterprise LLM services (3/6) (#14841)
# Pull Request Template

## Description

Routes Enterprise assistant, copilot, FAQ, contact memory,
action-classifier, and false-promise detector LLM paths through
feature-specific model resolution. `Llm::BaseAiService` now accepts
feature/account context and uses `Llm::FeatureRouter` when that context
is present, while retaining the installation-model fallback for
unmigrated callers. This also adds a `document_faq_generation` feature
default for generative FAQ/document content.

Linear: https://linear.app/chatwoot/issue/CW-7425/test-new-models
Depends on #14840

## Type of change

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

- `bundle exec rspec spec/lib/llm/models_spec.rb
spec/enterprise/services/llm/base_ai_service_spec.rb
spec/enterprise/services/captain/copilot/chat_service_spec.rb
spec/enterprise/services/captain/llm/assistant_chat_service_spec.rb
spec/enterprise/services/captain/llm/faq_generator_service_spec.rb
spec/enterprise/services/captain/llm/conversation_faq_service_spec.rb
spec/enterprise/services/captain/llm/assistant_action_classifier_service_spec.rb
spec/enterprise/services/captain/llm/assistant_false_promise_service_spec.rb
spec/enterprise/jobs/captain/conversation/response_builder_job_spec.rb`
passed with 112 examples, 0 failures.
- `bundle exec rspec spec/models/concerns/captain_featurable_spec.rb
spec/models/account_spec.rb
spec/controllers/api/v1/accounts/captain/preferences_controller_spec.rb
spec/lib/llm/feature_router_spec.rb` passed with 87 examples, 0
failures.
- `bundle exec rubocop enterprise/app/services/llm/base_ai_service.rb
enterprise/app/services/captain/copilot/chat_service.rb
enterprise/app/services/captain/llm/assistant_chat_service.rb
enterprise/app/services/captain/llm/faq_generator_service.rb
enterprise/app/services/captain/llm/conversation_faq_service.rb
enterprise/app/services/captain/llm/contact_notes_service.rb
enterprise/app/services/captain/llm/contact_attributes_service.rb
enterprise/app/services/captain/llm/assistant_action_classifier_service.rb
enterprise/app/services/captain/llm/assistant_false_promise_service.rb
spec/enterprise/services/llm/base_ai_service_spec.rb
spec/enterprise/services/captain/copilot/chat_service_spec.rb
spec/enterprise/services/captain/llm/assistant_chat_service_spec.rb
spec/enterprise/services/captain/llm/faq_generator_service_spec.rb
spec/enterprise/services/captain/llm/conversation_faq_service_spec.rb
spec/enterprise/services/captain/llm/assistant_action_classifier_service_spec.rb
spec/enterprise/services/captain/llm/assistant_false_promise_service_spec.rb
spec/enterprise/jobs/captain/conversation/response_builder_job_spec.rb`
passed with no offenses.
- `bundle exec ruby -e "require 'yaml'; config =
YAML.load_file('config/llm.yml'); abort('missing
document_faq_generation') unless config.dig('features',
'document_faq_generation'); abort('missing default') unless
config.dig('features', 'document_faq_generation', 'default'); puts
'llm.yml ok'"` passed.
- `git diff --check` passed.

## 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
2026-06-25 17:03:07 +05:30
Sony MathewandGitHub 91d8a4e2a3 feat: Route reply box LLM tasks (2/6) (#14840)
# Pull Request Template

## Description

Routes OSS reply-box and small Captain tasks through feature-specific
LLM model resolution. Rewrite, reply suggestion, summary, follow-up, and
CSAT utility analysis now resolve through the `editor` feature; label
suggestion resolves through `label_suggestion`. Existing credentials,
account OpenAI hook behavior, and instrumentation event names remain
unchanged.

Linear: https://linear.app/chatwoot/issue/CW-7425/test-new-models
Depends on #14839

## Type of change

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

- `bundle exec rspec spec/lib/captain/base_task_service_spec.rb
spec/lib/captain/rewrite_service_spec.rb
spec/lib/captain/reply_suggestion_service_spec.rb
spec/lib/captain/summary_service_spec.rb
spec/lib/captain/label_suggestion_service_spec.rb
spec/lib/captain/csat_utility_analysis_service_spec.rb
spec/lib/captain/follow_up_service_spec.rb` passed with 81 examples, 0
failures.
- `bundle exec rubocop lib/captain/base_task_service.rb
lib/captain/rewrite_service.rb lib/captain/reply_suggestion_service.rb
lib/captain/summary_service.rb lib/captain/label_suggestion_service.rb
lib/captain/csat_utility_analysis_service.rb
lib/captain/follow_up_service.rb
enterprise/lib/enterprise/captain/reply_suggestion_service.rb
spec/lib/captain/base_task_service_spec.rb
spec/lib/captain/rewrite_service_spec.rb
spec/lib/captain/reply_suggestion_service_spec.rb
spec/lib/captain/summary_service_spec.rb
spec/lib/captain/label_suggestion_service_spec.rb
spec/lib/captain/csat_utility_analysis_service_spec.rb
spec/lib/captain/follow_up_service_spec.rb` passed with no offenses.
- `git diff --check` passed.

## 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
2026-06-25 17:01:05 +05:30
Sony MathewandGitHub 8b977b35a8 feat: Add LLM feature router (1/6) (#14839)
## Description

Adds the foundation for feature-specific LLM model routing so Captain AI
features can resolve their effective provider/model from code defaults
and account-level overrides. This fixes the provider metadata key in
`config/llm.yml`, adds `Llm::FeatureRouter`, and routes existing
`CaptainFeaturable` model defaults through the shared resolver.

Fixes https://linear.app/chatwoot/issue/CW-7425/test-new-models

## Type of change

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

- `bundle exec rspec spec/lib/llm/models_spec.rb
spec/lib/llm/feature_router_spec.rb
spec/models/concerns/captain_featurable_spec.rb` - 23 examples, 0
failures
- `bundle exec rubocop lib/llm/models.rb lib/llm/feature_router.rb
app/models/concerns/captain_featurable.rb spec/lib/llm/models_spec.rb
spec/lib/llm/feature_router_spec.rb
spec/models/concerns/captain_featurable_spec.rb` - no offenses
- `bundle exec ruby -e "require 'yaml'; config =
YAML.load_file('config/llm.yml'); abort('missing providers') unless
config['providers']; abort('missing models') unless config['models'];
abort('missing features') unless config['features']; puts 'llm.yml ok'"`
- `git diff --check`

## 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
2026-06-25 17:00:07 +05:30
62cbeae95f feat: onboarding inboxes UI (#14565)
After entering their account details, new admins land on an **Inbox
setup** screen that shows what we've already set up for them and lets
them connect their conversation channels without leaving onboarding. It
surfaces the auto-created live chat widget (and Help Center on
Enterprise), highlights channels detected from their website, and offers
a **View all** dialog to connect any supported channel inline.

### Channel status

| Channel | How it connects | Status | PR |
|---|---|---|---|
| Live chat (Website) | Auto-created during setup |  Done |
https://github.com/chatwoot/chatwoot/pull/14314 |
| WhatsApp | Meta embedded signup |  Done |
https://github.com/chatwoot/chatwoot/pull/14619 |
| Facebook | Login + page picker |  Done |
https://github.com/chatwoot/chatwoot/pull/14619 |
| Instagram | OAuth redirect |  Done |
https://github.com/chatwoot/chatwoot/pull/14568 |
| TikTok | OAuth redirect |  Done |
https://github.com/chatwoot/chatwoot/pull/14569 |
| LINE | Inline credential form |  Done | — |
| Telegram | Inline credential form |  Done | — |
| Gmail / Outlook | OAuth (email) | ⚠️ Disabled — coming in a follow-up
| https://github.com/chatwoot/chatwoot/pull/14567 |
| SMS / API / Voice / Other email | — |  Unavailable | — |

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2026-06-25 14:54:07 +05:30
7c7459b734 fix(whatsapp): override webhook at phone number level (#13817)
## Description

Move WhatsApp webhook callback override from WABA level to phone number
level, allowing multiple phone numbers on the same WABA to have
independent callback URLs.

## Type of change

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

## How Has This Been Tested?

- Connect a WhatsApp Cloud inbox via embedded signup
- Verify webhook setup succeeds and messages are received
- Connect a second phone number on the same WABA — both should receive
messages independently
- Delete an inbox and verify only that phone number's override is
cleared

## 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

---------

Co-authored-by: tds-1 <tds-1@users.noreply.github.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-06-25 14:49:09 +05:30
Sojan JoseandGitHub 0849d2e070 chore: Track cloud signup conversions (#14852)
## Summary
- enqueue `cloud_signup` conversion tracking after website attribution
is stored on a new cloud account
- keep authenticated add-workspace requests out of
attribution/conversion tracking
- reuse the existing marketing conversion tracking service and config
already available on `develop`

## Notes
- This PR only wires the signup path.
- Billing/plan activation conversion tracking is intentionally left out
for a separate rollout.
- The conversion service still no-ops outside Chatwoot Cloud and when
stored attribution has no supported click identifier.
2026-06-24 20:04:42 -07:00
Sojan JoseandGitHub cd1a214d98 chore: Add marketing conversion tracking foundation (#14851)
## Summary

Adds the minimal foundation for Cloud marketing conversion tracking:

- locked internal installation config for conversion tracking
credentials and event mappings
- generic background job and service for uploading conversion events
from stored attribution
- focused coverage for Cloud gating, click-id selection, payload shape,
and optional conversion value

This PR intentionally does not wire signup or plan activation yet. The
next step is to validate the service from Rails console against existing
attributed accounts, then add the event hooks in a follow-up PR.

## Notes

The config remains locked and is surfaced under the Internal settings
group next to the existing Cloud plan configuration. The service assumes
the locked config is present and valid; config mistakes should surface
instead of being silently ignored.
2026-06-24 18:27:02 -07:00
f9cc702030 fix(help-center): documentation layout on custom domain root, locale (#14850)
Help centers using the documentation layout now render correctly in two
cases that previously fell back to the wrong output. Opening a portal at
its custom-domain root (e.g. docs.example.com/ ) now shows the full
documentation home
in place instead of the classic layout, and portals whose locale is a
region variant that Chatwoot doesn't ship a
translation for (e.g. th_TH , fr_ML ) now show their categories in the
sidebar on article pages.

Closes
https://linear.app/chatwoot/issue/CW-7437/portal-layout-is-not-properly-working-in-custom-domain

## How to test

1. Create a portal with the documentation layout and a custom domain
(e.g. example.chat.test ), with at least one
category containing a published article.
2. Visit the custom-domain root ( http://example.chat.test:3000/ ) → it
should show the full documentation home
(sidebar, topbar), not the classic layout, with no redirect.
3. Set the portal's locale to a region variant Chatwoot doesn't
translate, e.g. th_TH , with categories/articles
under that locale.
4. Open an article → the sidebar should list the article's category and
sibling articles. Before the fix the sidebar
was empty for these locales.

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-24 16:12:55 -07:00
74db16158d feat: migrate dyte integration to cloudflare realtimekit (#14752)
Dyte is sunsetting its existing infrastructure after the Cloudflare
acquisition, so this migrates Chatwoot’s video call integration to
Cloudflare RealtimeKit.

The integration now uses Cloudflare Account ID, RealtimeKit App ID, and
a Cloudflare API token with Realtime Admin permissions. Meeting creation
and participant token generation now call Cloudflare’s RealtimeKit APIs,
while the existing Chatwoot call experience remains unchanged for agents
and customers.

This also adds setup-time credential validation, so admins get clearer
errors when the API token is invalid, the Cloudflare account or
permissions are incorrect, or the RealtimeKit App ID does not belong to
the selected account.

Fixes
https://linear.app/chatwoot/issue/PLA-176/migrate-dyte-integration-to-cloudflare-realtimekit

**How to test**

1. Go to Settings → Integrations → Cloudflare RealtimeKit.
2. Add a Cloudflare Account ID, RealtimeKit App ID, and API token with
Realtime Admin permissions.
3. Confirm the integration saves successfully with valid credentials.
4. Try invalid credentials and confirm the error identifies whether the
token, account/permissions, or app ID is wrong.
5. Start a video call from a conversation and confirm the RealtimeKit
meeting opens.

---------

Co-authored-by: Muhsin <12408980+muhsin-k@users.noreply.github.com>
Co-authored-by: Sony Mathew <sony@chatwoot.com>
2026-06-24 11:04:08 +04:00
Vishnu NarayananandGitHub e785620921 feat: read structured X-Chatwoot-* headers for mobile session metadata (#14762)
Phase 2 of [INF-75](https://linear.app/chatwoot/issue/INF-75). Follows
up on [#14753](https://github.com/chatwoot/chatwoot/pull/14753) (Phase 1
UA pattern fallback, already merged).

When the request carries an \`X-Chatwoot-Client-Name\` header,
\`UserSessionTrackingService\` now prefers the five structured
\`X-Chatwoot-*\` headers over the User-Agent for populating the
\`user_sessions\` row:

| Header | Mapped column |
|---|---|
| \`X-Chatwoot-Client-Name\` | \`browser_name\` |
| \`X-Chatwoot-Client-Version\` | \`browser_version\` |
| \`X-Chatwoot-Device-Model\` | \`platform_name\` |
| \`X-Chatwoot-Platform-Version\` | \`platform_version\` |
| \`X-Chatwoot-Platform\` (+ model) | \`device_name\` (\`iPhone\` /
\`iPad\` / \`Android\`) |

When the header is absent or blank, the existing \`Browser.new\` path
runs, with the Phase 1 legacy UA fallback still acting as the floor.
Real browsers are untouched.

A follow-up PR in
[chatwoot-mobile-app](https://github.com/chatwoot/chatwoot-mobile-app)
will start sending these headers from the React Native build. Until that
ships, this PR is a no-op for production traffic, so it can land
independently.

Fixes INF-75.
2026-06-23 20:08:27 +05:30
Aakash BakhleandGitHub 0af9900be2 fix: model for false promise harness (#14824)
fixes model for false promise harness
2026-06-23 18:42:34 +05:30
Aakash BakhleandGitHub 84fda8a323 fix(captain): move false promise harness setting to account (#14823)
# Pull Request Template

## Description

moves the harness to account settings rather than assistant settings

## Type of change
refactor

## 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

## 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
2026-06-23 16:55:42 +05:30
Aakash BakhleandGitHub 1c7e60880d fix: add harness on false promises (#14672)
# Pull Request Template

## Description


https://linear.app/chatwoot/issue/AI-179/false-promise-soft-handoff-guard

## 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.

Against negative cases identified by evals

## 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
2026-06-23 16:30:14 +05:30
Aakash BakhleandGitHub 8e27ca4282 fix(firecrawl): get url in case sourceUrl is not available (#14820)
# Pull Request Template

## Description

Fixes inconsistency by adding a fallback to use `url` instead of
`sourceUrl` when Firecrawl returns empty `sourceUrl` in production.

We switched to v2 endpoints of Firecrawl in
https://github.com/chatwoot/chatwoot/pull/14624 and it worked locally,
but seems to fail for some cases in production.

## 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.
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
2026-06-23 13:40:31 +05:30
ee5e20551d fix(facebook): handle messenger post attachment type (#14813)
Facebook Messenger messages that share a post no longer break message
ingestion. Following the recent sticker change, Meta now sends a shared
post as a new `post` attachment type. Chatwoot didn't recognise `post`
as a valid attachment file type, so the webhook job crashed and the
message — and any others in the same batch — failed to sync. Shared
posts now appear in the conversation as a fallback link (title + URL),
the same way `share` attachments already do.

This is the same class of bug as #14793 (sticker), just a different
attachment type.

#### Root cause

`post` was neither skipped as unsupported nor mapped to a valid
`file_type`, so `attachment_params` produced `file_type: :post`. The
`Attachment#file_type` enum has no `post` value, so it raised
`ArgumentError: 'post' is not a valid file_type`, crashing
`Webhooks::FacebookEventsJob`.

#### Fix

The Facebook builder already maps `share -> :fallback` because shared
posts point to facebook.com page URLs rather than downloadable media. A
`post` is the same kind of attachment, so map both `share` and `post` to
`fallback` (stores the title/link, no download attempt). Also read the
fallback title from `payload.title`, since the post payload nests it
there rather than at the top level.

## How to reproduce

1. Connect a Facebook Page inbox.
2. Share a Facebook post into Messenger to that page.
3. Before this change: `Webhooks::FacebookEventsJob` raises
`ArgumentError: 'post' is not a valid file_type` and the message is
dropped.
4. After this change: the shared post shows up in the conversation as a
fallback link.

Co-authored-by: Muhsin <12408980+muhsin-k@users.noreply.github.com>
Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-23 11:03:04 +04:00
df79c0bbde feat: exclude stale conversations via assignment policy age threshold (#14766)
## Linear ticket
-
https://linear.app/chatwoot/issue/CW-7137/assignment-v2-backlog-flush-overloads-agents

## Description

Assignment policies now skip stale unassigned conversations
automatically. Each policy carries an age threshold (defaults to 7
days), so auto-assignment only picks up recent backlog instead of
draining very old, forgotten conversations. The threshold is
configurable per policy and can be cleared to assign conversations
regardless of age. Previously this control existed only on Enterprise
capacity policies (`exclude_older_than_hours`); it now lives on the
assignment policy itself, so every V2 inbox benefits without needing a
capacity policy.

## Type of change

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

## How Has This Been Tested?

- Local UI flows

## Screenshots? 

<img width="645" height="822" alt="image"
src="https://github.com/user-attachments/assets/ec58db86-c1fa-4f9e-be87-2e24ff02e077"
/>


## 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: Sony Mathew <sony@chatwoot.com>
2026-06-23 12:22:45 +05:30
647cfc2d83 feat: distinguish agent-declined calls with a rejected status (#14783)
## Linear ticket
-
https://linear.app/chatwoot/issue/CW-7374/agent-declined-voice-calls-miscounted-as-failed

## Description

Agent rejections were stored with status: failed, so call reports lumped
deliberate declines together with real technical failure.

Fix: give declines their own terminal rejected status (Twilio + WhatsApp
paths), keeping end_reason: agent_rejected. Genuine provider/network
failures stay failed. Frontend renders declines exactly as before;
existing rows backfilled via migration.

## Type of change

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

## How Has This Been Tested?

- Tested on UI

## 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: Sony Mathew <sony@chatwoot.com>
2026-06-23 12:22:29 +05:30
Sojan JoseandGitHub e86222034e fix(auth): record attribution for oauth signups (#14796)
Google OAuth signups now persist the same first-party attribution
cookies as email signups on Chatwoot Cloud.

This keeps attribution capture owned by the website and reuses the
existing Enterprise-only account attribution service. The OAuth callback
only records the already-shaped first-touch and last-touch cookie
payload after a new account is created.

## What changed

- Added Enterprise-only attribution persistence to the Google OAuth
signup account creation path.
- Reuses `Internal::Accounts::MarketingAttributionService`.
- Keeps attribution best-effort so failures do not interrupt OAuth
signup.
- Leaves existing email signup and SAML behavior unchanged.

## How to test

- Start from a Chatwoot Cloud-like setup with attribution cookies
present.
- Sign up using the Google OAuth button.
- Confirm the created account has
`internal_attributes['marketing_attribution']` with `first_touch` and
`last_touch`.
- Confirm existing Google OAuth login still redirects normally.

Validation run locally:

- `bundle exec rspec
spec/enterprise/controllers/enterprise/devise_overrides/google_oauth_attribution_spec.rb`
- `bundle exec rspec
spec/controllers/devise/omniauth_callbacks_controller_spec.rb
spec/enterprise/controllers/enterprise/devise_overrides/google_oauth_attribution_spec.rb`
- `bundle exec rubocop
enterprise/app/controllers/enterprise/devise_overrides/omniauth_callbacks_controller.rb
spec/enterprise/controllers/enterprise/devise_overrides/google_oauth_attribution_spec.rb`
2026-06-22 06:51:09 -07:00
2b37fef0e0 fix(companies): sync contact company names (#14759)
Fixes company-contact name drift when a company is renamed or deleted.

Closes: N/A

## Why
Contacts keep a denormalized `additional_attributes.company_name` for
display and filtering. Company rename/delete flows could leave that
copied value stale even though the actual `company_id` relationship
changed.

## What changed
- Enqueues an async company contact-name sync job when a company name
changes.
- Moves company deletion into `Companies::DeleteJob`.
- The delete job unlinks linked contacts, clears only the copied
`company_name`, and then deletes the company.
- Uses bulk JSON updates for the cleanup path so contact records are not
saved, which avoids contact update callbacks, webhook dispatch, and
automation side effects.

## How to test
- Link a contact to a company, rename the company, and confirm the
contact company name updates after the job runs.
- Delete a company with linked contacts and confirm the delete job
removes the company, unassigns linked contacts, and preserves other
contact additional attributes.

---------

Co-authored-by: Sony Mathew <sony@chatwoot.com>
Co-authored-by: Sony Mathew <2040199+sony-mathew@users.noreply.github.com>
2026-06-22 06:49:52 -07:00