Commit Graph
6460 Commits
Author SHA1 Message Date
e65e18e9c5 fix: normalize phone numbers during whatsapp channel lookup (#13709)
Fixes
https://linear.app/chatwoot/issue/PLA-99/whatsapp-messages-dropped-for-brazilargentina-numbers-due-to-phone
Fixes https://github.com/chatwoot/chatwoot/issues/14492

Meta's WhatsApp Cloud API includes `display_phone_number` in webhook
payloads, but its format can differ from the number stored in Chatwoot's
channel record.
In Brazil, Meta omits the mobile 9 prefix. For example, it sends
55419XXXXXXX (12 digits) instead of 554199XXXXXXX (13 digits). In
Argentina, Meta adds an extra 9 after the country code. For example, it
sends 549XXXXXXXXXX instead of 54XXXXXXXXXX.
The whatsapp event job uses `display_phone_number` for an exact-match
channel lookup. When the formats do not match, the lookup returns nil
and the incoming message is silently dropped, logging:

`Inactive WhatsApp channel: unknown - <phone_number>.`

The fix extends `get_channel_from_wb_payload` to fall back to normalized
phone number matching using the existing PhoneNumberNormalizationService
normalizers (Brazil, Argentina), which were previously only used for
contact-level lookups.

---------

Co-authored-by: Sojan Jose <sojan@pepalo.com>
Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
Co-authored-by: Muhsin <12408980+muhsin-k@users.noreply.github.com>
2026-07-22 10:33:40 +04:00
Shivam MishraandGitHub 89b83c65c8 fix: close message generation popover when its trigger scrolls away (#15114) 2026-07-21 19:34:57 +05:30
ed30ff9c22 fix(whatsapp): allow calling a contact with no existing conversation (#15014)
## Description

Agents can now place a WhatsApp call to a contact straight from the
contacts screen, even if that contact has never messaged in. Previously
the call only worked once a conversation already existed, so a freshly
added contact would fail with "Unable to start the call. Please try
again." — the only workaround was to get the contact to message the
channel first.


## Type of change

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

## How Has This Been Tested?

- Manually via 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: Muhsin Keloth <muhsinkeramam@gmail.com>
2026-07-21 18:08:32 +05:30
7d2f01e402 feat(whatsapp): unify embedded signup feature gating (#15106)
WhatsApp embedded signup now uses
`whatsapp_embedded_signup_inbox_creation` as the single Chatwoot Cloud
rollout gate for inbox creation, proactive reconfiguration, and
disconnected inbox reauthorization. The authorization endpoint enforces
the same gate, so the UI and backend remain consistent.

Self-hosted installations keep their existing behavior.

## Things to know

- This reuses the existing feature flag; there is no migration or schema
change.
- The feature is shown as “WhatsApp Embedded Signup Flow” in feature
management.
- `whatsapp_reconfigure` remains visible and honored for self-hosted
proactive reconfiguration to preserve existing accounts. It can be
deprecated after the self-hosted dependency is removed or migrated.

## How to test

1. On Chatwoot Cloud, enable `whatsapp_embedded_signup_inbox_creation`
for an account.
2. Confirm that new WhatsApp inbox creation, proactive reconfiguration,
and disconnected inbox reauthorization are available.
3. Disable the flag and confirm those entry points are hidden and
authorization requests are rejected.
4. On self-hosted, confirm proactive reconfiguration remains controlled
by the existing `whatsapp_reconfigure` account setting.

---------

Co-authored-by: Muhsin <12408980+muhsin-k@users.noreply.github.com>
2026-07-21 15:05:11 +04:00
Shivam MishraandGitHub 8c013415b8 fix: localize the captain overview summary greeting (#15108) 2026-07-21 16:29:08 +05:30
Tanmay Deep SharmaandGitHub 2144de92f2 fix(whatsapp): reopen conversation across a contact's coexistence identities (#15098)
WhatsApp contacts using coexistence are identified by more than one
source ID (a phone `wa_id` and a `BR.`/BSUID identity), so a single
contact ends up owning multiple `contact_inbox` records. The "reopen the
same conversation" feature scoped conversation reuse to a single
`contact_inbox`, so messages arriving under a different identity of the
same contact started a brand-new conversation — even with reopen enabled
— producing duplicate conversations.

This scopes reuse to the contact across all of its `contact_inbox`
records in the inbox instead of a single `contact_inbox`.

## Closes
- [CW-7651
](https://linear.app/chatwoot/issue/CW-7651/duplicate-conversations)

## How to reproduce
1. On a WhatsApp Cloud inbox with "reopen the same conversation" (lock
to single conversation) enabled.
2. Have a coexistence contact whose webhooks alternate between carrying
the phone `wa_id` and only the BSUID identity.
3. Before: each identity opens its own conversation → duplicates. After:
incoming messages reopen the contact's existing conversation regardless
of which identity the webhook carried.

## What changed
- `Whatsapp::IncomingMessageBaseService#set_conversation` now looks up
reusable conversations via `@contact.conversations.where(inbox_id:
@inbox.id)` instead of `@contact_inbox.conversations`.
- Updated existing specs to wire the conversation's `contact` to the
contact_inbox's contact, mirroring production data.
2026-07-21 16:21:40 +05:30
0e376f4fe2 feat(whatsapp-call): support BSUID callers for inbound voice calls (#14743)
## Linear Ticket
-
https://linear.app/chatwoot/issue/CW-7276/bsuid-support-to-whatsapp-voice-calling

## Description

Keeps WhatsApp voice calls in the same thread as the chat when a caller
has adopted a **WhatsApp username** and hidden their phone number.
This makes the inbound-call path BSUID-aware, reusing the same
identifier the messaging pipeline keys on so calls land on the existing
`ContactInbox`/conversation.

## Type of change

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

## How Has This Been Tested?

-  Locally via 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: Muhsin Keloth <muhsinkeramam@gmail.com>
2026-07-21 16:19:53 +05:30
Shivam MishraandGitHub 67cab7171d feat: show Captain generation path on conversation messages [CW-7484] (#15078) 2026-07-21 15:15:13 +05:30
Shivam MishraandGitHub 7a5385cc32 feat: improve captain overview loading and reuse stats for summary [CW-7610] (#15105) 2026-07-21 15:14:18 +05:30
Sivin VargheseandGitHub 920a98ccf4 fix: calls dashboard load race (#15094) 2026-07-21 15:00:08 +05:30
Aakash BakhleandGitHub ae49af354d fix: serialize multimodal Captain session content (#15096)
Captain now saves agent session records when a user message includes an
image. The saved record keeps the image URL and excludes downloaded
image bytes, so image replies no longer report a JSON serialization
error after delivery.

Fixes:
https://chatwoot-p3.sentry.io/issues/7618423184/?alert_rule_id=13673680&alert_type=issue&notification_uuid=d22a7ab9-95d6-4bba-85e0-733a28466775&project=6382945

## Root cause

RubyLLM downloads image attachments and caches the binary bytes inside
`RubyLLM::Content`. `SessionCaptureService` passed the live object to
the `run_context` JSON column. Rails then tried to encode the cached
JPEG bytes as UTF-8 and raised `JSON::GeneratorError`.

The error did not block replies, handoffs, or credit updates because
session capture rescues its own failures. The failed write meant that
Chatwoot lost the agent session record for the response.

## How to reproduce

1. Send an image to a Captain V2 assistant.
2. Let RubyLLM load the image during the model request.
3. Save the resulting conversation history in an agent session.
4. Observe the JSON encoding error when Rails reaches the cached image
bytes.

## What changed

`SessionCaptureService` now converts `RubyLLM::Content` to its JSON safe
hash before saving the current turn. The hash contains the message text
and attachment URL without the cached bytes. Other message content is
unchanged.

The focused service spec covers a cached JPEG byte payload and passes
with 12 examples. RuboCop reports no offenses in the changed service and
spec.
2026-07-21 13:04:12 +05:30
d1fa8d8c2f refactor: share whatsapp/twilio template logic via @chatwoot/utils (#15001)
# Pull Request Template

## Description
Moves the WhatsApp & Twilio content-template logic to the shared
[`@chatwoot/utils`](https://github.com/chatwoot/utils)
([PR](https://github.com/chatwoot/utils/pull/62)) package so web and
mobile share one implementation. The neutral core takes the raw template
and returns `processed_params`, the same shape the web parsers already
use, so it's a drop-in with no behavior change.

- `templateHelper.js` / `URLHelper.js` → source `MEDIA_FORMATS`,
`findComponentByType`, `processVariable`, `buildTemplateParameters`,
`extractFilenameFromUrl` from the package
- `inboxes.js` → filters with shared `isSendableTemplate`
- `WhatsAppTemplateParser.vue` / `ContentTemplateParser.vue` →
`isFormInvalid` and Twilio media helpers now use the shared
`isWhatsAppComplete` / `isTwilioComplete` / `applyTwilioMediaFilename`

> Depends on the `@chatwoot/utils` release adding the shared template
API, bump `package.json` from `^0.0.55` to the published version before
merge.

Fixes
[CW-7540](https://linear.app/chatwoot/issue/CW-7540/web-templates-integration-with-utils)

## Type of change

- [x] Breaking change (Refactor)

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Muhsin <12408980+muhsin-k@users.noreply.github.com>
2026-07-21 10:08:23 +04:00
71fffdd2b9 fix: rate limit widget conversation transcript API (#15085)
## Description

The widget conversation transcript endpoint (`POST
/api/v1/widget/conversations/transcript`) has no rate limit. Every other
comparable endpoint does: the agent-facing transcript API and the widget
conversation-create and contact-update endpoints are all throttled. This
gap lets a single client trigger a large burst of transcript emails from
one conversation.

This adds an IP-based throttle (5 requests/hour) for the endpoint,
placed inside the existing widget-API throttle block so it inherits the
`ENABLE_RACK_ATTACK_WIDGET_API` opt-out used by embedded/iframe clients.
The limit is generous for legitimate use (a visitor emailing themselves
a transcript) while stopping abusive loops. Throttled requests get the
standard 429 the widget already handles.

## Type of change

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

## How Has This Been Tested?

`config/initializers/rack_attack.rb` throttles have no existing specs in
this file, so this follows the established convention (no new spec).
Verified `ruby -c` and `rubocop` pass on the file. The new throttle
mirrors the sibling widget throttles directly above it (same IP key,
path guard, and structure).

## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] My changes generate no new warnings

---------

Co-authored-by: Sojan Jose <sojan@pepalo.com>
2026-07-20 16:09:29 -07:00
Sojan JoseandGitHub eae9841eb4 fix: restore token access to account APIs (#15088)
Token-authenticated requests to Agent Bots, Labels, and affected Captain
endpoints return normal responses again. The regression was caused by
duplicate `current_account` callbacks in subclasses moving account
resolution behind the API entitlement check, leaving `Current.account`
unset.

## Closes

- https://linear.app/chatwoot/issue/CW-7641/5xx-errors-in-agent-bot-apis

## How to reproduce

1. Send `GET /api/v1/accounts/:account_id/agent_bots` with a valid
administrator API access token.
2. Observe a `500` from `validate_token_api_access` because
`Current.account` is `nil`.
3. With this change, account resolution runs in the base-controller
order and the request succeeds.

## What changed

- Removed redundant `current_account` callbacks from account-scoped
controllers that already inherit the callback from
`Api::V1::Accounts::BaseController`.
- Kept the standalone direct-upload controller callback unchanged.
- Added regression coverage for administrator API-token access to Agent
Bots.
2026-07-20 15:28:33 -07:00
160732c07d fix: rate limit agent management APIs (#15081)
# Pull Request Template


Bring  agent create and delete requests under rack attack throttling

Related to https://linear.app/chatwoot/issue/CW-7637


Co-authored-by: Vishnu Narayanan <iamwishnu@gmail.com>
2026-07-20 20:41:39 +05:30
Sivin VargheseandGitHub 7a299307b8 fix: apply installation name to sender name preview (#15076) 2026-07-20 19:28:58 +05:30
Sivin VargheseandGitHub 08f49f5896 fix: prevent channel list crash on hard reload (#15074) 2026-07-20 19:28:48 +05:30
Sivin VargheseandGitHub bf0a10c780 feat: introduce voice call dashboard (#14954) 2026-07-20 14:54:05 +05:30
Sojan Jose a752e56765 Merge branch 'release/4.16.0' into develop 2026-07-18 03:59:29 -07:00
Sojan Jose ff6c068743 Bump version to 4.16.0 2026-07-18 03:54:55 -07:00
Sojan JoseandGitHub 465763f256 feat: enable Uzbek language (#15056)
Enables Uzbek as a selectable Chatwoot language and wires the `uz`
locale into the dashboard, widget, and survey translation loaders.

## Closes

Closes https://github.com/chatwoot/chatwoot/issues/15030

## Why

Uzbek is now available in the Chatwoot Crowdin project. The widget
translation has been proofread and is 100% translated and approved.

## What changed

- Adds Uzbek to the supported language registry
- Registers the `uz` locale with the dashboard, widget, and survey i18n
loaders

## Validation

- Proofread the Uzbek widget translation in Crowdin
- Verified placeholder preservation and corrected wording where needed
- Confirmed the widget file is 100% translated and 100% approved

This draft intentionally remains blocked until the Crowdin sync adds the
generated Uzbek locale files. It should only be marked ready and merged
after that sync lands.
2026-07-18 03:40:53 -07:00
e70bbfaaa5 chore: Update translations (#15059)
Co-authored-by: Sojan Jose <sojan@pepalo.com>
2026-07-18 02:59:24 -07:00
Sojan JoseandGitHub a61a8bfbc6 chore(deps): address bundle audit vulnerabilities (#15055)
Updates the vulnerable Ruby dependencies reported by bundle audit so the
application resolves to patched versions.

## Why

The latest Ruby advisory database reports known vulnerabilities in
Datadog, Loofah, and Rails HTML Sanitizer on `develop`, including a
high-severity denial-of-service advisory in Datadog.

## What changed

- Updates `datadog` from 2.19.0 to 2.38.0
- Updates `loofah` from 2.23.1 to 2.25.2
- Updates `rails-html-sanitizer` from 1.6.1 to 1.7.1
- Refreshes Datadog's required native packages

## Validation

Verified the resolved bundle is satisfied, bundle audit reports no known
vulnerabilities, and Datadog 2.38.0 loads successfully.
2026-07-17 16:04:56 -07:00
PranavandGitHub 4cb89d0de1 chore: Update brand assets (#15054)
Refresh favicons and app icons from the official brand kit and align the
PWA theme colors with the current brand blue.
2026-07-17 13:56:39 -07:00
Sony MathewandGitHub 259187e1fd docs: add branded email layout API reference (#15023)
## Description

Adds Swagger API documentation for branded email layouts, including the
account-level layout endpoint, Email inbox update field, and generated
API schemas. This stacked PR keeps the implementation review in #14936
focused on the product change.

Related:
[CW-7514](https://linear.app/chatwoot/issue/CW-7514/branded-html-email-templates-per-inboxbrand)
Depends on #14936

## Type of change

- [x] This change requires a documentation update

## How to test

1. Run `bundle exec rake swagger:build`.
2. Start Chatwoot locally and open `http://localhost:3000/swagger`.
3. Verify the branded email layout account endpoint and Email inbox
`branded_email_layout` field appear in the API reference.

## Checklist

- [x] I have performed a self-review of my changes
- [x] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
2026-07-17 16:20:00 +05:30
90861f8809 feat(whatsapp): gate embedded signup inbox creation (#15046)
WhatsApp inbox creation now shows Embedded Signup for Chatwoot Cloud
accounts only when the new `whatsapp_embedded_signup_inbox_creation`
feature flag is enabled. Cloud accounts without the flag go directly to
manual WhatsApp Cloud API setup, while self-hosted installations with a
configured WhatsApp App ID retain their existing Embedded Signup flow.

---------

Co-authored-by: Muhsin <12408980+muhsin-k@users.noreply.github.com>
2026-07-17 14:09:36 +04:00
Sony MathewandGitHub c420edce58 feat: branded email layouts for email inboxes (#14936)
## Description

Adds an API-only branded email layout feature for Email inbox replies.
Administrators can configure an account-level fallback layout and
per-email-inbox overrides with Liquid HTML using `{{ content_for_layout
}}`, and eligible outbound email replies/transcripts render through the
scoped layout when the account feature flag `branded_email_templates` is
enabled.

The feature is disabled by default and is manually controlled through
the normal account feature flag mechanism.

Fixes
https://linear.app/chatwoot/issue/CW-7514/branded-html-email-templates-per-inboxbrand

## Type of change

- [x] New feature (non-breaking change which adds functionality)
- [x] This change requires a documentation update

## How to test

1. Start Chatwoot locally and sign in as an administrator.
2. Enable the account feature flag for the account you are testing:

   ```ruby
   account = Account.find(<account_id>)
   account.enable_features!(:branded_email_templates)
   ```

3. Create or pick an Email inbox, then note the `account_id` and
`inbox_id`.
4. Configure an account-level fallback layout through the API using
authenticated admin headers:

   ```http
   PATCH /api/v1/accounts/:account_id/branded_email_layout
   Content-Type: application/json

   {
"branded_email_layout": "<html><body><header>Account Brand</header>{{
content_for_layout }}<footer>Account footer</footer></body></html>"
   }
   ```

5. Confirm `GET /api/v1/accounts/:account_id/branded_email_layout`
returns the saved account layout.
6. Configure an inbox-level override for the Email inbox:

   ```http
   PATCH /api/v1/accounts/:account_id/inboxes/:inbox_id
   Content-Type: application/json

   {
"branded_email_layout": "<html><body><header>Inbox Brand</header>{{
content_for_layout }}<footer>Inbox footer</footer></body></html>"
   }
   ```

7. Confirm `GET /api/v1/accounts/:account_id/inboxes/:inbox_id` returns
the inbox `branded_email_layout`.
8. Send an Email inbox reply and verify the outbound email body is
wrapped with the inbox layout around the generated reply content.
9. Clear the inbox layout by sending a blank value, then send another
reply and verify it falls back to the account layout:

   ```http
   PATCH /api/v1/accounts/:account_id/inboxes/:inbox_id
   Content-Type: application/json

   {
     "branded_email_layout": ""
   }
   ```

10. Clear the account layout with a blank value and verify Email replies
return to the existing no-layout behavior.
11. Verify validation behavior:
- Updating either API with a layout that omits `{{ content_for_layout
}}` returns `422`.
    - Updating either API with invalid Liquid returns `422`.
- Updating a non-Email inbox with `branded_email_layout` returns `422`.
- Disabling `branded_email_templates` and updating a layout returns
`422`.

## How Has This Been Tested?

Validation:

- `bundle exec rspec spec/models/email_template_spec.rb
spec/controllers/api/v1/accounts/branded_email_layouts_controller_spec.rb
spec/controllers/api/v1/accounts/inboxes_controller_spec.rb
spec/lib/email_templates/db_resolver_service_spec.rb
spec/mailers/conversation_reply_mailer_spec.rb`
- `bundle exec rspec
spec/enterprise/services/enterprise/billing/handle_stripe_event_service_spec.rb
spec/enterprise/services/internal/reconcile_plan_config_service_spec.rb`
- `bundle exec rubocop` on changed Ruby files, excluding generated
`db/schema.rb`
- `git diff --check` and `git diff --cached --check`
- YAML parsing for changed config/Swagger files
- `bundle exec rails routes -g branded_email_layout`

## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have made corresponding changes to the documentation
- [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
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] My changes generate no new warnings
- [ ] Any dependent changes have been merged and published in downstream
modules
2026-07-17 15:25:55 +05:30
Sivin VargheseandGitHub 331875cdaa feat: Add popular content per locale (#14939) 2026-07-17 14:43:42 +05:30
Sivin VargheseandGitHub 5af26e45a9 chore: Cleanup help center layouts (#14812) 2026-07-17 14:07:52 +05:30
f948b0b8d9 test(onboarding): fix inbox channel dialog spec (#15048)
Restores the Inbox Channels dialog’s Facebook-gating test coverage by
isolating account feature dependencies that are unrelated to these
cases. This keeps the onboarding checks focused on whether Facebook is
configured and avoids initializing router and account-store state.

Co-authored-by: Muhsin <12408980+muhsin-k@users.noreply.github.com>
2026-07-17 13:57:34 +05:30
081e08c7c6 fix(whatsapp): skip template sync for suspended accounts (#15047)
Suspended accounts no longer participate in scheduled WhatsApp template
syncs. This avoids unnecessary external API calls while keeping the
existing refresh behavior unchanged for active accounts.

Co-authored-by: Muhsin <12408980+muhsin-k@users.noreply.github.com>
2026-07-17 11:57:07 +04:00
Sivin VargheseandGitHub dc3a4814aa fix: resolve {{conversation.id}} to display_id (#15041) 2026-07-17 12:55:48 +05:30
5e811eab99 chore(inbox): re-enable Instagram inbox creation (#15042)
Instagram inbox creation is available again on Chatwoot Cloud. Users can
discover and connect Instagram during onboarding or from Add Inbox,
while WhatsApp restrictions and existing-inbox Instagram advisories
remain unchanged.

Closes https://linear.app/chatwoot/issue/CW-7549/enable-instagram

## How to test

1. On Chatwoot Cloud, open Add Inbox and confirm Instagram can be
selected.
2. Confirm **Continue with Instagram** is enabled and starts the OAuth
flow.
3. In onboarding, confirm Instagram is displayed and can start OAuth.
4. Confirm WhatsApp embedded signup remains restricted.

## What changed

- Removed the Cloud-only Instagram filter and OAuth guard from
onboarding.
- Re-enabled the regular Instagram inbox creation action on Cloud.
- Removed the obsolete “Instagram inbox creation is temporarily
unavailable” copy.
- Updated the onboarding expectation for Chatwoot Cloud.

---------

Co-authored-by: Muhsin <12408980+muhsin-k@users.noreply.github.com>
2026-07-16 20:28:49 +04:00
Shivam MishraandGitHub 9749a3dc96 feat: capture captain sessions for v2 assistant responses [CW-7485] (#14971)
Records a `Captain::Session` row for every Captain V2 assistant response
delivered in a conversation, so we can show how a response was generated
and report on credit, FAQ, and document usage. Stacked on #14970 (the
`captain_sessions` model).

## What changed

- `FaqLookupTool` now records the retrieved FAQ ids (and their backing
document ids) into the shared run state, accumulated across tool calls.
- `AgentRunnerService` exposes the raw ai-agents run result via
`last_run_result`; the `generate_response` return shape is unchanged, so
the playground path is unaffected.
- New `Captain::Assistant::SessionCaptureService` builds the session:
scenario resolved from the answering agent name, model from
`assistant.agent_model`, token usage plus the trimmed current-turn
conversation history stored in `run_context`.
- `ResponseBuilderJob` captures after delivery: `credits_consumed`
mirrors the actual charge (1.0 for a billed response, 0.0 for handoffs,
where the session points at the customer-facing handoff message).
Capture runs outside the delivery transaction and swallows its own
failures, so a logging bug can never block or roll back a customer
reply.

V1 responses and copilot are out of scope; copilot capture comes next.

## How to test

On an account with `captain_integration_v2` enabled and an inbox
connected to an assistant with approved FAQs, send a customer message on
a pending conversation. After the assistant replies, a
`Captain::Session` row should exist with the conversation as subject,
the reply message as result, the FAQs/documents used, and the run
context for that turn. Asking for a human agent should produce a
zero-credit session pointing at the handoff message.

<img width="2428" height="1058" alt="CleanShot 2026-07-15 at 17 25
40@2x"
src="https://github.com/user-attachments/assets/d8e44923-c17b-494f-8c33-c8fa4219438c"
/>
2026-07-16 18:20:44 +05:30
Shivam MishraandGitHub 8dd0d08322 refactor: align conversation direct uploads with standard account auth (#15039)
Conversation attachment uploads now go through the same authentication
that every other account-scoped API endpoint uses. Agents continue to
attach files exactly as before, and the upload request is now tied to
the agent's dashboard session instead of a separately serialized access
token.

Because the upload request is now authenticated, the dashboard proves
the agent's session directly instead of passing
`currentUser.access_token`. This keeps uploads working alongside the
profile access-token changes in #14973, including on accounts where that
token is serialized as empty.

## What changed

- `Api::V1::Accounts::Conversations::DirectUploadsController` now runs
the standard account auth stack: API access token when the
`api_access_token` header is present, dashboard session
(devise-token-auth) otherwise, with agent-bot tokens rejected.
Previously it inherited `ActiveStorage::DirectUploadsController`
directly and did not run any authentication.
- `EnsureCurrentAccountHelper#ensure_current_account` now returns `401`
when a request has neither an authenticated user nor a bot resource,
instead of continuing. This closes the same gap for any controller that
relies on the helper.
- The dashboard direct-upload paths (`useFileUpload.js` and the legacy
`fileUploadMixin.js`) now attach the agent's session headers to the
upload request via a new `directUploadsHelper.js`, instead of sending
`currentUser.access_token`.

## How to test

1. As a logged-in agent, open a conversation and attach a file. Upload
should succeed as before, on installs with direct uploads enabled.
2. Confirm attachments still work for an agent on an account whose
profile access token is not serialized (e.g. a Cloud plan without
`api_and_webhooks`).
3. Send a `POST` to
`/api/v1/accounts/:account_id/conversations/:conversation_id/direct_uploads`
with no credentials, an empty `api_access_token`, or an invalid token,
and confirm it returns `401`.
4. Confirm a valid agent of the account (via API token or session) gets
`200`, while an agent of a different account gets `401`.
2026-07-16 18:17:29 +05:30
7e88d44fd9 fix(whatsapp): update manual migration guide link (#15040)
Updates the WhatsApp manual migration guide links in the inbox banner
and migration dialog to use `https://chwt.app/migrate-whatsapp`.

Co-authored-by: Muhsin <12408980+muhsin-k@users.noreply.github.com>
2026-07-16 15:57:37 +04:00
Tanmay Deep SharmaandGitHub 2891a72cb9 feat(whatsapp): enable reconfigure for embedded signup inboxes (#15038) 2026-07-16 16:18:58 +05:30
522e3c4d3f feat: enforce api_and_webhooks feature for token API and account webhooks (#14973)
This gates API-token access and outgoing account webhooks behind the
`api_and_webhooks` account feature introduced in #14972. On Chatwoot
Cloud, Hacker accounts lose token-authenticated account API access and
account webhook delivery, while paid accounts retain them through the
billing-plan feature reconcile. Community and self-hosted installations
continue to work without any upgrade-time interruption.

## What changed

- Added `Account#api_and_webhooks_enabled?` as the single backend kill
switch. Core returns enabled; the Enterprise override consults the
account flag on Chatwoot Cloud and remains enabled off-Cloud.
- Account-scoped v1 and v2 requests authenticated with a user or
agent-bot API token now return `403 Forbidden` when the feature is
disabled. Invalid tokens still return 401, and dashboard session
requests are unaffected.
- Profile responses return an empty access token when none of the user's
accounts has access. The stored token is preserved, and the profile UI
disables its token controls with paid-plan copy on Cloud.
- Account webhook delivery stops when the feature is disabled. Webhook
CRUD remains available to session-authenticated dashboard requests,
API-inbox webhooks continue to be delivered, and the Cloud dashboard
shows a webhook paywall instead of the webhook list.
- Removed the database backfill migration. Existing paid Cloud accounts
should be enabled with the one-off script below before enforcement is
deployed.

## Existing paid-account rollout

Run this as an ad-hoc Rails runner script on Chatwoot Cloud. It
intentionally targets only the Startups, Business, and Enterprise plans
and does not add `api_and_webhooks` to `manually_managed_features`, so
future billing reconciles remain authoritative.

```rb
paid_plan_names = %w[Startups Business Enterprise]
accounts = Account.where("custom_attributes ->> 'plan_name' IN (?)", paid_plan_names)

total = accounts.count
enabled = 0
skipped = 0

puts "Enabling api_and_webhooks for #{total} paid account(s)..."

accounts.find_each(batch_size: 500).with_index(1) do |account, processed|
  if account.feature_enabled?('api_and_webhooks')
    skipped += 1
  else
    account.enable_features!('api_and_webhooks')
    enabled += 1
  end

  puts "Processed #{processed}/#{total}..." if (processed % 1000).zero?
end

puts "Done! Enabled: #{enabled}, Skipped: #{skipped}, Total: #{total}"
```

For example, save the snippet outside the repository as
`enable_api_and_webhooks.rb`, then run:

```sh
bundle exec rails runner /path/to/enable_api_and_webhooks.rb
```

## How to test

- On Cloud, use a Hacker account and confirm token-authenticated
requests to account-scoped v1 and v2 endpoints return 403, while the
same dashboard actions continue to work through session authentication.
- Confirm profile access-token controls are disabled with paid-plan copy
when all accounts are ineligible, and remain available when at least one
account has the feature.
- Confirm the Webhooks settings page shows the billing paywall for a
Cloud account without the feature; admins get the billing action and
agents get the existing ask-an-admin message.
- Confirm outgoing account webhooks stop for an ineligible Cloud account
while API-inbox webhooks still deliver.
- Confirm community and self-hosted installations retain API and webhook
behavior after upgrading, even when an existing account does not have
the stored feature bit.


### Screenshots

## Cloud

<img width="2590" height="642" alt="CleanShot 2026-07-15 at 15 13 14@2x"
src="https://github.com/user-attachments/assets/431a7bd8-1742-4e7a-b312-d3ad92015f9b"
/>

<img width="2152" height="994" alt="CleanShot 2026-07-15 at 15 14 37@2x"
src="https://github.com/user-attachments/assets/475dda48-d1c5-4be5-a3c3-7a96b9713724"
/>

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2026-07-16 13:43:49 +04:00
0a25a0ef66 fix(whatsapp): log manual transfer only for embedded signup migrations (#15032)
The `[WHATSAPP_MANUAL_TRANSFER] success` log introduced in #14975 to
track embedded signup → manual migrations was firing on any WhatsApp
credential change — including routine `api_key` rotations on inboxes
that were already manually configured — inflating the migration count.
The log now fires only for the actual migration, and uses a new tag so
log searches don't match the older over-counted entries.

## How to reproduce

1. On a manually configured WhatsApp Cloud inbox, update the API key
from inbox settings → Configuration.
2. Before this change, the app log records a `[WHATSAPP_MANUAL_TRANSFER]
success` line even though no migration happened; after this change it
stays silent.
3. Switching an embedded signup inbox to manual setup still logs the
migration (now as `[WHATSAPP_EMBEDDED_TO_MANUAL] success`).

## What changed

- `Channel::Whatsapp#log_credentials_transfer` now keys off the
migration's unique signal — `provider_config['source']` changing from
`embedded_signup` to absent — instead of diffing credential keys.
- Renamed the log tag from `WHATSAPP_MANUAL_TRANSFER` to
`WHATSAPP_EMBEDDED_TO_MANUAL` (success and failure lines) so the
corrected entries are searchable without matching pre-fix false
positives.

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

---------

Co-authored-by: Muhsin <12408980+muhsin-k@users.noreply.github.com>
2026-07-16 13:35:20 +04:00
Sivin VargheseandGitHub 0fccb7dacd feat: stage edits to published articles as drafts (#14842) 2026-07-16 12:44:10 +05:30
PranavandGitHub f1a07657e9 fix(whatsapp): restore embedded signup reauthorization banner (#15035)
Show the reauthorization banner whenever an embedded signup inbox has a
reauthorization error instead of suppressing it when the manual
migration flow is enabled. Reword the manual migration banner and dialog
as a recommendation to reconnect with your own Meta app, and switch
their styling from amber warning to blue info.
2026-07-16 12:28:30 +05:30
9cb6c501b5 fix: html/body background not applied in appearance mode (#13989)
# Pull Request Template

## Description

This PR fixes the white background bleed visible in the widget, article
viewer, and Help Center when dark mode is active.
This change was previously merged but later reverted due to a background
being added for the unread bubble.

Reverted PR: https://github.com/chatwoot/chatwoot/pull/13955,
https://github.com/chatwoot/chatwoot/pull/13981

**What was happening**

While scrolling, the `<body>` element retained a white background in
dark mode. This occurred because dark mode classes were only applied to
inner container elements, not the root.

**What changed**

* **Widget:** Updated the `useDarkMode` composable to sync the `dark`
class to `<html>` using `watchEffect`, allowing `<body>` to inherit dark
theme variables. Also added background styles to `html`, `body`, and
`#app` in `woot.scss`.
* **Help center portal:** Moved `bg-white dark:bg-slate-900` from
`<main>` to `<body>` in the portal layout so the entire page background
responds correctly to dark mode, including within the widget iframe.
* **ArticleViewer:** Replaced hardcoded `bg-white` with `bg-n-solid-1`
to ensure better theming.


Fixes
https://linear.app/chatwoot/issue/CW-6704/widget-body-colour-not-implemented

## Type of change

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

## How Has This Been Tested?

### Screencasts

### Before

**Widget**


https://github.com/user-attachments/assets/e0224ad1-81a6-440a-a824-e115fb806728

**Help center**


https://github.com/user-attachments/assets/40a8ded5-5360-474d-9ec5-fd23e037c845



### After

**Widget**


https://github.com/user-attachments/assets/dd37cc68-99fc-4d60-b2ae-cf41f9d4d38c

<img width="347" height="265" alt="image"
src="https://github.com/user-attachments/assets/89460b36-c8ed-4579-9737-c258c6fe5da5"
/>


**Help center**


https://github.com/user-attachments/assets/bc998c4e-ef77-46fa-ac7f-4ea16d912ce3




## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [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: Muhsin Keloth <muhsinkeramam@gmail.com>
2026-07-16 12:21:01 +05:30
Vishnu NarayananandGitHub ab01ab7853 fix(perf): back off conversation meta polling when the count is unknown (#15031)
## Description

The conversation sidebar counts (`GET /conversations/meta`) are polled
on a debounced cadence selected from the last known conversation count
(`allCount` in the `conversationStats` store).

`allCount` starts at `0` and is only set after a **successful** meta
response. When the meta query is slow or failing under load, `allCount`
stays `0`, which selected the fastest cadence, so every client polled as
aggressively as possible exactly when the endpoint was already
struggling. On large accounts with many concurrent agents this
multiplies into sustained load that keeps the query slow, a
self-reinforcing loop.

This PR makes two changes:

1. **Treat an unknown count (`0`) as a large account** and poll at the
slowest cadence instead of the fastest (`getMetaDebounceKey`, extracted
as a pure, testable function). This breaks the failure loop.
2. **Raise the debounce intervals across all tiers** so counts are
polled less frequently under sustained activity:
   - fast: max 1 poll / 2s -> 1 / 5s
   - mid: 1 / 10s -> 1 / 20s
   - slow (large/unknown accounts): 1 / 20s -> 1 / 30s

First-load counts still render immediately (the debounce fires on the
leading edge for the very first call), so the higher intervals only
affect the sustained poll rate, not initial render.

## Type of change

- [x] Bug fix (non-breaking change which fixes an issue)
2026-07-16 11:41:28 +05:30
Aakash BakhleandGitHub 6d74ff9477 fix(captain): make assistant switcher scrollable (#15027) 2026-07-16 10:44:22 +05:30
354c2cab6b fix(captain): handle resolved conversation context (#14433)
# Pull Request Template

## Description

Fixes: https://github.com/chatwoot/chatwoot/issues/13880

Uses approaches discussed from:
https://github.com/chatwoot/chatwoot/pull/13883

Activity messages pertaining to resolve are included along with an
instruction for the LLM to choose whether to consider them or not along

## 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 and with 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>
2026-07-15 23:30:17 +05:30
Aakash BakhleandGitHub 9c68eed676 fix(captain): send custom tool API key headers (#15008)
Captain custom tools configured with API key authentication now send the
configured key in the requested HTTP header. Existing tools begin
working without needing to be recreated or reconfigured, while
credentials remain protected across redirects.

## How to reproduce

1. Create a Captain custom tool using API Key authentication.
2. Configure `X-API-Key` as the header name and save the tool.
3. Invoke the tool and inspect the incoming request.
4. Before this change, the API key header is absent; after this change,
the configured endpoint receives it.

## What changed

The UI persists API key authentication as `name` and `key`, but the
request builder also required an unused `location: header` property. The
request builder now treats API key authentication as header-based,
matching the only mode exposed by the UI.

Custom authentication headers are also registered as sensitive with
`SafeFetch`. They are retained for the configured endpoint and
same-origin redirects, but stripped when a redirect crosses origins to
prevent credential leakage. Factory, request, and redirect specs cover
the real UI payload and both public and private-network fetch paths.
2026-07-15 22:43:30 +05:30
Aakash BakhleandGitHub 6d38b4d39c fix(captain): improve complex migration instructions (#15002)
Improves Captain V1 → V2 migration for complex legacy instructions so
mandatory triggers, workflows, language rules, and escalation behavior
remain active while query-dependent product knowledge is prepared as
pending FAQ candidates.

## What changed

- Added explicit preservation rules for mandatory triggers, verification
steps, escalation conditions, exceptions, and language behavior.
- Added an auditor that checks the draft and fixes any issues before
manual review.
- Kept the existing migration application contract and schema limits
unchanged
- Added focused regression coverage for the complex-prompt classifier
contract.

## How to reproduce

Generate a migration draft for an assistant with dense legacy
instructions containing mandatory handoff triggers, verification rules,
product facts, and multi-step workflows. The resulting draft should keep
actions active, place query-dependent facts in FAQ candidates, and avoid
silently dropping or reversing source requirements.

Focused Captain migration specs and RuboCop checks pass locally.
2026-07-15 14:51:51 +05:30
Aakash BakhleandGitHub fd625981e9 fix(captain): keep custom tools available in Captain V2 (#15015)
Captain V2 assistants can now use every enabled custom tool from their
account through the main assistant. The change keeps existing custom
tool access when an assistant has no migrated scenarios, so switching
from V1 does not remove the capability without warning.

## How to reproduce

1. Create and enable an account custom tool.
2. Use an assistant with no custom instructions and no generated
scenarios.
3. Enable Captain V2 for the account.
4. Before this change, the main assistant receives only FAQ lookup and
handoff. After this change, it also receives the enabled account custom
tool.

## What changed

The main V2 assistant now loads enabled custom tools through its account
association. Scenario agents still load only the tools named in their
scenario instructions. The account custom tool limit keeps the added
tool count bounded.

Focused model coverage verifies enabled tools, disabled tools, account
isolation, FAQ lookup, and handoff. Existing V1 assistant, V2 scenario,
and V2 runner coverage passes. RuboCop passes.
2026-07-15 11:35:57 +05:30
49c442751d fix: require admin for dashboard app mutations (#14831)
## Summary

Restricts account-wide Dashboard App creation, updates, and deletion to
administrators while keeping read access available to authenticated
account users.

## Why

Dashboard Apps are account-level integrations displayed in conversation
views. Agents should be able to use them, but only administrators should
be able to change their configuration.

## What changed

- authorize Dashboard App actions through `DashboardAppPolicy`
- allow index and show access for authenticated account users
- restrict create, update, and destroy actions to administrators
- add request coverage for administrator and agent mutation behavior

## Validation

`bundle exec rspec
spec/controllers/api/v1/accounts/dashboard_apps_controller_spec.rb`

17 examples, 0 failures.

`bundle exec rubocop
app/controllers/api/v1/accounts/dashboard_apps_controller.rb
app/policies/dashboard_app_policy.rb`

2 files inspected, no offenses detected.



---------

Co-authored-by: Gaurav Singhal <gauravsinghal@Gauravs-Mac-mini.local>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
2026-07-14 23:02:13 -07:00
13db36609d fix: hide agent bot access tokens from agents (#14830)
## Summary

Keeps Agent Bot list and show access available to agents while
restricting account bot access tokens to administrators.

## Why

Agents need Agent Bot metadata for existing product workflows, but the
bot access token can be replayed against bot-authorized APIs and should
not be exposed to them.

## What changed

- serialize `access_token` only for administrators
- verify agents can read Agent Bot metadata without receiving the token
- verify administrators still receive the token from index and show
responses

## Validation

`bundle exec rspec
spec/controllers/api/v1/accounts/agent_bots_controller_spec.rb`

27 examples, 0 failures.

Related follow-up:
[CW-7595](https://linear.app/chatwoot/issue/CW-7595/standardize-one-time-credential-disclosure-across-chatwoot-apis)



---------

Co-authored-by: Gaurav Singhal <gauravsinghal@Gauravs-Mac-mini.local>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
2026-07-14 20:00:39 -07:00