Commit Graph
611 Commits
Author SHA1 Message Date
Sivin VargheseandGitHub 2767bd434b fix: Show a clear error when message translation fails (#14891) 2026-06-30 14:23:47 +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 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
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
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
Sivin VargheseandGitHub e8edc9ebf5 feat: allow users to set an icon or emoji for teams (#14767) 2026-06-23 20:53:31 +05:30
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
41a3ab6dfa feat(companies): add contact company selector (#14496)
Adds a company selector to the contact details form so agents can
associate a contact with an existing company directly from the contact
page.

Closes

- None

Why

Contacts already expose company information through the CRM fields, but
the form only accepted free-text company names. As we split company CRM
work into smaller PRs, this keeps the contact page aligned with the
structured company model while preserving the existing company-name
behavior used by automations.

What changed

- Shows a company dropdown in the contact details form when the
Companies feature is enabled.
- Keeps legacy free-text company names editable when a contact has no
structured `company_id`.
- Allows Enterprise contact create/update APIs to accept account-scoped
`company_id`.
- Syncs `additional_attributes.company_name` when a contact is
associated with a company, including the existing email-domain
auto-association path.
- Serializes `company_id` in the contact model payload so the form can
show the current association.

How to test

1. Enable Companies for an account and open a contact details page.
2. In Edit contact details, use the Company field to select an existing
company.
3. Save the contact and refresh the page.
4. Confirm the selected company remains visible and the contact is
associated with that company.
5. Confirm contacts with only a legacy free-text company name still show
the text input instead of an empty selector.

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Sony Mathew <2040199+sony-mathew@users.noreply.github.com>
2026-06-16 15:29:27 +05:30
Sivin VargheseandGitHub 1713cabdf2 feat: Add emoji & icon picker for Help Center categories (#14702) 2026-06-16 02:10:05 +05:30
Vishnu NarayananandGitHub ee6382109a feat: prevent deleted email conversations from syncing again (#14612)
# Pull Request Template

## Description

Prevent deleted email conversations from being synced into Chatwoot
again while they are still within the IMAP sync window.

When an admin explicitly deletes an email conversation, the incoming
email message IDs are stored temporarily in Redis. IMAP sync checks
these recently deleted message IDs in addition to existing message
records. Each Redis key expires automatically after two days.

This applies only to explicit conversation deletion. Individual message
deletion, inbox deletion, and account deletion keep their existing
behavior.

Fixes
[CW-7214](https://linear.app/chatwoot/issue/CW-7214/deleted-mails-in-gmail-inbox-gets-synced-again)
2026-06-15 17:06:40 +05:30
Vishnu NarayananandGitHub 92a1fb8ab7 feat: manage active user sessions from profile (CW-7169) (#14556)
## Description

First PR of user_sessions feature - enforcement, impersonation and mfa will be handled separately.

Adds an Active Sessions section under Profile where users can see every
device currently logged in and revoke any session they don't recognize.
Helps users lock down stale or unrecognized logins on their own without
needing support.

**Behavior at the limit, by client:**
- **Browser:** returns 409 with a picker overlay; user picks a session
to revoke or chooses "End all sessions" to clear them.

- **Mobile / API client:** silently evicts the oldest session and
proceeds with login (no picker UI to render).
- **Pre-tracking users** (token rows without `user_sessions`, i.e.
anyone already logged in before this ships): silent-evict any untracked
token first, so freshly tracked sessions are never killed in favor of
legacy ones.

Sessions are stored in a new `user_sessions` table keyed on `(user_id,
client_id)` with browser, platform, IP, last activity and (when
configured) geo. Kept in sync with `user.tokens` via an after_save
callback so revoking a token from any path cleans up the row.

Fixes https://linear.app/chatwoot/issue/CW-7169

## Type of change

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

## How Has This Been Tested?

- Added specs.
- Manual local testing: browser picker fires at limit; pre-tracking user
silent-evicts; mixed tracked/untracked correctly drops the untracked one
first; profile page revoke succeeds; current session cannot be revoked
from profile.

## 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
2026-06-12 16:11:07 +05:30
Shivam MishraandGitHub d9c07fe2e9 feat: expose onboarding help center generation status (#14671)
This PR adds a reload-safe onboarding Help Center generation status
path. Previously, generation progress was pushed through ActionCable,
which meant the onboarding UI could lose context after a page reload or
missed websocket event. The new endpoint exposes the current generation
id, raw Redis generation state, and Help Center article/category counts
so clients can recover state by fetching from the backend.

**What changed**

- Added an onboarding Help Center generation status endpoint.
- Persisted `help_center_generation_id` when generation is enqueued.
- Removed Help Center generation ActionCable broadcasts completely.
- Kept generation progress in Redis as the backend source of truth.
- Kept Help Center generation out of the onboarding hot path; the
existing onboarding controller does not start generation yet.

**How to test**

1. Start Help Center generation for an account.
2. Fetch the onboarding generation status endpoint and verify it returns
the generation id, Redis state, and article/category counts.
3. Reload the onboarding UI or client state and fetch again to confirm
progress can be recovered without relying on websocket events.
4. Verify skipped/completed generation states are reflected from Redis.

## Related PRs

- https://github.com/chatwoot/chatwoot/pull/14569
- https://github.com/chatwoot/chatwoot/pull/14568
- https://github.com/chatwoot/chatwoot/pull/14567
- https://github.com/chatwoot/chatwoot/pull/14619
- https://github.com/chatwoot/chatwoot/pull/14565 (Primary onboarding
PR)
2026-06-10 16:24:37 +05:30
64c5aeebee feat(help-center): support per-locale portal title, name & header (#14642)
Portals can now override their name, page title and header text per
locale, with a fallback chain of locale override → default locale → base
value. Overrides are stored under portal.config.locale_translations and
validated with a JSON schema.

Editing is exposed as a "Localize content" action in each non-default
locale's menu on the Locale page, and all public-facing portal views
(classic + documentation layouts) render the localized values. The live
chat widget is also loaded in the active portal locale.


<img width="494" height="395" alt="Screenshot 2026-06-03 at 2 48 59 PM"
src="https://github.com/user-attachments/assets/e55a06e8-f20f-4d8a-9352-92fde28a9a19"
/>



https://github.com/user-attachments/assets/f5affbd2-7ad4-415a-b376-57c759fc2aaa

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-04 06:34:12 -07:00
Vinícius FitznerandGitHub b791d75b30 fix(microsoft): prevent OAuth admin consent loop (#13962)
Fixes #9775

## Description

This fixes a repeated admin consent loop in the Microsoft OAuth flow
when connecting a Microsoft email inbox.

Chatwoot was always sending `prompt=consent` in the Microsoft
authorization URL. In the current code path, this parameter is only used
when building the authorization URL and is not required by the callback,
token exchange, token persistence, or refresh flow.

By removing the forced consent prompt, the OAuth flow can proceed
normally without repeatedly sending users back through the admin consent
screen.

## What changed

- removed `prompt: 'consent'` from the Microsoft authorization URL
- added a regression assertion to ensure `prompt` is not included in the
generated URL

## Why this is safe

- `redirect_uri`, `scope`, and `state` remain unchanged
- callback and token exchange flow remain unchanged
- refresh token flow remains unchanged
- no other part of the current Microsoft inbox flow depends on forcing a
consent screen

## Testing

- updated controller spec to assert that the generated authorization URL
does not include `prompt`
2026-06-03 12:05:25 +05:30
Sony MathewandGitHub 87df43bdd0 revert: restore conversation unread count feature flag (#14623)
This reverts #14610 so conversation unread counts are again controlled
by the `conversation_unread_counts` feature flag across the API,
ActionCable broadcasts, notifier/listener paths, and dashboard sidebar
fetching.

## Closes
- None

## What changed
- Restores feature-flag checks for conversation unread count reads and
broadcasts.
- Restores the dashboard feature flag constant and sidebar/store
behavior for disabled unread counts.
- Restores the specs that cover disabled-feature behavior.

## How to test
- In an account with `conversation_unread_counts` enabled, verify
sidebar unread counts are fetched and updated in real time.
- Disable `conversation_unread_counts` for the account and verify unread
count requests/broadcasts are skipped.
2026-06-02 21:11:48 +05:30
95cb3a7ad8 feat(onboarding): honor return_to hint in Instagram OAuth callback (#14568)
When connecting an Instagram inbox during onboarding, the OAuth flow
used to drop users in inbox settings, breaking onboarding. The OAuth
start endpoint now accepts an optional `return_to=onboarding` hint,
carried tamper-proof inside the signed state (a claim on the Instagram
JWT), and the callback uses it to return the user to the onboarding
inbox-setup screen. Without the hint, behavior is unchanged.

This is the backend half only; the frontend that sends
`return_to=onboarding` ships separately.

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2026-06-02 15:28:08 +05:30
Sony MathewandGitHub 88e2661ca6 feat(conversations): remove unread count feature flag (CW-7237) (#14610)
## Description

Make conversation unread counts always available at runtime by removing
account feature checks from the API endpoint, unread-count listener,
notifier, and ActionCable broadcast path.

Update the dashboard to fetch sidebar unread counts for the active
account without checking FEATURE_FLAGS.CONVERSATION_UNREAD_COUNTS, and
remove the now-unused store clear action that only supported the
disabled state.

Keep the feature entry in config/features.yml to preserve flag bit
order, but mark it enabled and deprecated so fresh installs default to
the always-on behavior while feature-management UI hides it.

Leave existing installation default rows untouched; no migration is
included, so upgraded installs may still store the old flag value but
runtime behavior no longer depends on it.

Update specs around the new always-on contract and remove obsolete
disabled-feature assertions.

Fixes # CW-7237

## Type of change

Please delete options that are not relevant.

- [x] Bug fix (non-breaking change which fixes an issue)
- [ ] New feature (non-breaking change which adds functionality)
- [ ] Breaking change (fix or feature that would cause existing
functionality not to work as expected)
- [ ] This change requires a documentation update

## How Has This Been Tested?

Update specs around the new always-on contract and remove obsolete
disabled-feature assertions. Ran specs locally for the changes.


## 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
2026-06-02 14:35:37 +05:30
4c6a345d60 feat(onboarding): honor return hint in email OAuth callback (#14567)
When connecting a Gmail or Outlook inbox during onboarding, the OAuth
flow used to drop users in inbox settings, breaking onboarding. The
OAuth start endpoint now accepts an optional `return_to=onboarding`
hint, carried tamper-proof inside the signed `state`, and the callback
uses it to return the user to the onboarding inbox-setup screen. Without
the hint, behavior is unchanged.

This is the backend half only; the frontend that sends
`return_to=onboarding` ships separately.

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2026-06-02 14:21:11 +05:30
1f6203d558 feat(onboarding): honor return_to hint in TikTok OAuth callback (#14569)
When connecting a TikTok inbox during onboarding, the OAuth flow used to
drop users in inbox settings, breaking onboarding. The OAuth start
endpoint now accepts an optional `return_to=onboarding` hint, carried
tamper-proof inside the signed `state` (a claim on TikTok's signed JWT),
and the callback uses it to return the user to the onboarding
inbox-setup screen. Without the hint, behavior is unchanged.

This is the backend half only; the frontend that sends
`return_to=onboarding` ships separately.

## What changed
- `Tiktok::IntegrationHelper`: the signed JWT carries an optional
`return_to` claim, added only when present (a request without it is
byte-identical to before); added `tiktok_token_return_to` to read it;
`decode_token` now returns the full payload and `verify_tiktok_token`
derives the account id from it.
- `Tiktok::AuthorizationsController#create` passes `params[:return_to]`
into the token.
- `Tiktok::CallbacksController` redirects to the onboarding inbox-setup
screen when `return_to == 'onboarding'`, before the normal
settings/agents redirect.
- Added the `app_onboarding_inbox_setup` route (shared with the sibling
Gmail/Outlook and Instagram PRs — keep a single copy on merge to avoid a
duplicate route name).

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2026-06-02 13:24:46 +05:30
Shivam MishraandGitHub a3ffb48a47 refactor(onboarding): use separate onboarding controller (#14507)
Depends on: https://github.com/chatwoot/chatwoot/pull/14370

This PR creates a new onboarding controller, this allows more control
that the default account update API. Allowing us to spin tasks and
update details required specifically during the onboarding flow
2026-06-01 13:34:11 +05:30
Sivin VargheseandGitHub b33eecaff7 feat: bulk change category for articles (#14443) 2026-05-26 17:32:58 +05:30
6b1d8203c6 fix: remove unused working hours endpoint (#13839)
Fixes #13752

Removes the standalone `working_hours` API endpoint instead of fixing
only the callback typo in `WorkingHoursController`.

## Why

The route is not used by the dashboard. The supported product flow
already updates business hours through `PATCH
/api/v1/accounts/:account_id/inboxes/:id`.

The standalone endpoint was already unusable in practice:
- The controller callback pointed to the wrong method.
- Fixing that callback alone would still leave the endpoint blocked by
missing `WorkingHourPolicy` authorization.
- Keeping the route would preserve unsupported API surface without
making the product flow better.

## What this change does

- Removes `PATCH/PUT /api/v1/accounts/:account_id/working_hours/:id`.
- Deletes `Api::V1::Accounts::WorkingHoursController`.
- Leaves the inbox working-hours update path unchanged.

Compatibility note: this removes an undocumented endpoint that was
already unusable in practice. Working-hours updates should continue to
go through the supported inbox update API.

## Validation

- Ran `bin/rails routes -g working_hours` and confirmed the standalone
working-hours API route is no longer present.
- Searched for remaining `WorkingHoursController` and `resources
:working_hours` references.

---------

Co-authored-by: easonysliu <easonysliu@tencent.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
2026-05-22 13:41:09 +05:30
27f2c2b392 feat: Unread Count: added api, store refresher, invalidation and events (2/3)[CW-6851] (#14369)
# Pull Request Template

## Description

This is the second PR in a series of PRs for Introducing unread counts
in the sidebar for inboxes and labels.

In this PR:

* added api for unread counts 
* Added the store refresher and invalidation with event listeners
* Added action cable event
* Added specs for the changes

Issue:
https://linear.app/chatwoot/issue/CW-6851/support-unread-conversation-counts

## Type of change

Please delete options that are not relevant.

- [ ] 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?

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.


## 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: Sojan Jose <sojan@pepalo.com>
2026-05-20 17:36:09 +05:30
6560dbb68d feat: Add an option on the dashboard to allow switching help center layout (#14491)
<img width="633" height="431" alt="Screenshot 2026-05-18 at 12 32 55 PM"
src="https://github.com/user-attachments/assets/682d4c5f-4c76-465b-8d2f-92fbc2bb2a40"
/>

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
2026-05-19 06:42:48 -07:00
5f6bd951b9 fix: portals#create returns 500 when custom_domain is omitted (#14400)
## Description

`POST /api/v1/accounts/:account_id/portals` returns a generic 500
(`{"status":500,"error":"Internal Server Error"}`) whenever the request
body omits `custom_domain`. Root cause: `parsed_custom_domain` calls
`URI.parse(@portal.custom_domain)` and `URI.parse(nil)` raises
`URI::InvalidURIError`. Existing callers either had to know to pass
`"custom_domain": ""` as a workaround or hit a 500 with no useful
diagnostic.

This PR guards `parsed_custom_domain` against blank values so the
existing fall-through (`else @portal.custom_domain`) applies —
equivalent to passing an empty string.

It also moves the `process_attached_logo` guard from the helper into the
`create` call site so `create` mirrors `update` (`process_attached_logo
if params[:blob_id].present?`) and avoids an unnecessary signed-blob
lookup on every create that doesn't include a logo.

Fixes #14397

## Type of change

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

## How Has This Been Tested?

Two new request specs in
`spec/controllers/api/v1/accounts/portals_controller_spec.rb` covering
the regression:

- `creates portal when custom_domain is omitted from request body` — the
previously-broken case, now returns 200.
- `creates portal when custom_domain is blank` — verifies the existing
workaround (`"custom_domain": ""`) still works after the change.

Manually verified against `chatwoot/chatwoot:latest` Docker image before
the fix (500) and against this branch (200) using the curl repro from
the issue.

```bash
curl -X POST "https://<host>/api/v1/accounts/<account_id>/portals" \
  -H "Content-Type: application/json" \
  -H "api_access_token: <token>" \
  -d '{"name":"Test Portal","slug":"test-portal","color":"#3b82f6"}'
```

Before: `{"status":500,"error":"Internal Server Error"}`
After: `200 OK` with the portal payload.

## 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 (no doc
change needed — controller behaviour, fully backward-compatible)
- [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: Sojan Jose <sojan@pepalo.com>
2026-05-15 11:11:18 +05:30
dc332dd93e feat: add attachments endpoint for contact media view (#14391)
# Pull Request Template

## Description

This PR adds an endpoint to fetch all attachments shared with or by a
contact across all of their conversations.

Results are scoped based on the access:
* Admins can access all attachments
* Agents can access attachments only from inboxes they belong to
* Custom role agents are further filtered based on their conversation
permissions

Each attachment payload includes `conversation_id`, allowing the UI to
deep-link back to the source conversation.

Added `GET
/api/v1/accounts/:account_id/contacts/:contact_id/attachments` under the
existing contacts scope.

Fixes
https://linear.app/chatwoot/issue/CW-7021/add-media-view-to-the-contact-details-page

## Type of change

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


## Checklist:

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

---------

Co-authored-by: Sojan Jose <sojan@pepalo.com>
2026-05-14 21:34:39 +05:30
13f66e3a88 fix: incorrect scope across controllers (#14459)
Co-authored-by: Sojan Jose <sojan@pepalo.com>
2026-05-14 20:34:18 +05:30
dd7f5c27e5 perf: eliminate N+1 queries on inboxes#index (#14451)
The `inboxes#index` API endpoint was firing 3 queries per inbox while
rendering the response — one each for the polymorphic channel, avatar
attachment, and working hours. For accounts with many inboxes this
turned a routine list call into a multi-second request — measured at 35
seconds on an account with 5,000 inboxes.

Two root causes:
1. `policy_scope` was silently discarding the controller's
`.includes(...)` chain because `InboxPolicy::Scope#resolve` returns a
fresh `user.assigned_inboxes` relation, ignoring whatever scope is
passed in. So the eager loading never actually applied.
2. `Inbox#weekly_schedule` called `working_hours.order(...).select(...)`
which fires a new query per inbox even when the association is
preloaded.

The fix chains the eager loads and ordering after `policy_scope` so they
apply to the relation the policy actually returns, adds `:portal` and
`:working_hours` to the preload list, and refactors `weekly_schedule` to
sort the preloaded collection in Ruby and build the hash directly.

Result: queries drop from O(n) to a constant ~15 regardless of inbox
count, and total request time drops 5–6× across every account size
tested. Response payload is byte-identical.

## How to test

1. Open the agent dashboard for an account with a large number of
inboxes (1000+). On a stock dev DB you can seed quickly with
`Seeders::AccountSeeder` or by creating a few hundred `Channel::Api`
inboxes via the rails console.
2. Hit any UI surface that lists inboxes (settings → inboxes, sidebar
inbox list, agent assignment dropdowns). Should feel near-instant where
it previously hung.
3. Confirm every inbox shows the same data as before — channel type,
working hours, avatar, portal/help-center link. No fields should be
missing or different.

## Benchmarks

Real HTTP requests via curl against a dev Rails server (median of 5
timed trials after warmup; "Server total" is the time reported in Rails'
`Completed 200 OK in <X>ms` log line).

| Account | Channel mix | OLD | NEW | Speedup |
|---|---|---|---|---|
| 1000 inboxes | 3 types, no portals/avatars | 5.87 s | 0.96 s |
**6.1×** |
| 5000 inboxes | 3 types, no portals/avatars | 33.07 s | 6.93 s |
**4.8×** |
| 5000 inboxes | 10 types, 25% portals, 10% avatars | 35.04 s | 6.55 s |
**5.4×** |

Detailed breakdown for the realistic 5000-inbox case:

|                 | OLD       | NEW      | Δ        |
|-----------------|-----------|----------|----------|
| Server total    | 35,042 ms | 6,550 ms | −81%     |
| Views           | 32,034 ms | 6,452 ms | −80%     |
| ActiveRecord    | 2,948 ms  | 92 ms    | −97%     |
| Allocations     | 42.3 M    | 11.3 M   | −73%     |
| Queries         | ~15,000   | 15       | −99.9%   |

## What changed

- `app/controllers/api/v1/accounts/inboxes_controller.rb` — chain
`.includes(:channel, :portal, :working_hours, avatar_attachment:
:blob).order_by_name` *after* `policy_scope(...)`. The previous code
passed them into `policy_scope` but the policy resolver dropped the
chain.
- `app/models/concerns/out_of_offisable.rb` — `weekly_schedule` now
sorts the preloaded `working_hours` collection in Ruby and constructs
the result hashes inline, avoiding both the per-inbox query from
`.order(...).select(...)` and the `as_json` reflection overhead.

Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2026-05-14 14:20:52 +05:30
Shivam MishraandGitHub 05bda5f742 feat: don't let onboarding write domain (#14442)
Stop the onboarding flow from writing the user's company website into
`accounts.domain`. That column is reserved for the inbound email domain
used to construct reply-to addresses (`reply+<uuid>@<domain>`), and
silently overloading it from onboarding was breaking email continuity
for accounts whose domain MX didn't point at Chatwoot's inbound —
customer replies were going to an unreachable address.

The website value now lives in `custom_attributes.website`, which is
what the rest of the app already treats as the "company website" field.
2026-05-13 20:09:48 +05:30
9c1d1c4070 feat(labels): remove label associations asynchronously on delete (#13531)
## Summary
- Remove label deletion dependency on association cleanup by deleting
immediately and enqueueing a background job.
- Add `Labels::RemoveAssociationsJob` to strip deleted label references
from tagged conversations and contacts.
- Keep this version simple by removing the label count/prompt
requirement requested.

## Implementation notes
- Enqueue job from `Api::V1::Accounts::LabelsController#destroy` with
label title + account id.
- Background work performed in `Labels::DestroyService`.

## References
- Linear issue:
https://linear.app/chatwoot/issue/CW-4765/cw-2857-enhancement-removing-labels-is-inconsistent
- GitHub issue: https://github.com/chatwoot/chatwoot/issues/1249

## Testing
- `bundle exec rspec
spec/controllers/api/v1/accounts/labels_controller_spec.rb
spec/services/labels/destroy_service_spec.rb
spec/jobs/labels/remove_associations_job_spec.rb
spec/services/labels/update_service_spec.rb`
- `bundle exec rubocop
app/controllers/api/v1/accounts/labels_controller.rb
app/jobs/labels/remove_associations_job.rb
spec/controllers/api/v1/accounts/labels_controller_spec.rb
spec/jobs/labels/remove_associations_job_spec.rb
spec/services/labels/destroy_service_spec.rb`

---------

Co-authored-by: Sony Mathew <sony@chatwoot.com>
Co-authored-by: Sony Mathew <2040199+sony-mathew@users.noreply.github.com>
2026-05-08 13:40:36 +05:30
5c6ea78ce6 fix(security): Enforce admin authorization on custom attribute definitions API (#14392)
Custom attribute definitions can now only be created, edited, or deleted
by administrators, matching the existing settings UI restriction.
Previously, an agent could call the `custom_attribute_definitions` API
directly and modify account configuration that they couldn't reach
through the dashboard — a Broken Access Control vulnerability reported
externally.

Fixes
https://linear.app/chatwoot/issue/CW-7038/broken-access-control-on-custom-attribute-definitions-api

## How to test

1. Sign in as an agent.
2. Try to create a custom attribute by calling `POST
/api/v1/accounts/<id>/custom_attribute_definitions` directly (the
settings page is hidden for agents — use curl with the agent's
`api_access_token`).
3. Expect `401 Unauthorized` with body `{"error":"You are not authorized
to do this action"}`. Repeat for `PATCH` and `DELETE`.
4. Sign in as an administrator and confirm create/edit/delete still work
from Settings → Custom Attributes.
5. As either role, the listing endpoint (`GET
.../custom_attribute_definitions`) should still succeed — agents need
this to render attributes in conversation and contact panels.

Co-authored-by: Muhsin <12408980+muhsin-k@users.noreply.github.com>
2026-05-08 11:42:23 +04:00
224556fd1b feat: onboarding account details with enriched data [UPM-17][UPM-18] (#13979)
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2026-04-28 10:35:51 +05:30
Tanmay Deep SharmaandGitHub 51eb626b88 feat: allow disabling 2FA with a backup code (#14102)
## Linear Ticket
-
https://linear.app/chatwoot/issue/CW-6883/allow-disabling-2fa-using-a-backup-code

## Description

When a user loses access to their authenticator app, they can now
disable 2FA using one of their saved backup codes (in addition to their
password), so they can re-enroll a new authenticator. The disable dialog
includes a toggle to switch between entering a verification code and a
backup code.


## Type of change

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

## How Has This Been Tested?

- Via UI flows
<img width="495" height="423" alt="Screenshot 2026-04-20 at 2 17 21 PM"
src="https://github.com/user-attachments/assets/cc6b3dc5-39e6-4104-b5b9-cdabdc46947e"
/>
<img width="475" height="409" alt="Screenshot 2026-04-20 at 2 17 36 PM"
src="https://github.com/user-attachments/assets/97c7304d-4adb-42ed-b7b4-50f5b38585a3"
/>


## 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
2026-04-28 10:09:41 +07:00
b0aa844a32 fix(portals): handle integer blob_id in process_attached_logo without 500 (#14274)
Updating portal settings (name, header text, page title, homepage link)
on a portal that already has a logo attached returns 500. The error is
\`NoMethodError: undefined method 'valid_encoding?' for an instance of
Integer\`. The fix is a two-character change in
\`process_attached_logo\`.

Closes #13300

## Root cause

\`ActiveStorage::Blob.find_signed\` expects a signed ID string (e.g.
\`"eyJfcmFpbH..."\`). Internally it calls \`valid_encoding?\` on the
argument to validate the signature payload — a method that exists on
\`String\` but not \`Integer\`.

When a portal already has a logo, the frontend includes the blob's raw
database integer ID (e.g. \`blob_id: 170\`) in the update request
payload. The controller passes this integer directly to \`find_signed\`,
which immediately raises \`NoMethodError\` before any database query is
made.

\`\`\`ruby
# before, crashes when blob_id is an Integer
blob_id = params[:blob_id]
blob = ActiveStorage::Blob.find_signed(blob_id)  # NoMethodError here
@portal.logo.attach(blob)
\`\`\`

## What changed

\`\`\`ruby
# after, safe for any input type
blob = ActiveStorage::Blob.find_signed(params[:blob_id].to_s)
@portal.logo.attach(blob) if blob
\`\`\`

\`.to_s\` on an Integer produces a plain decimal string (\`"170"\`),
which is not a valid signed ID. \`find_signed\` returns \`nil\` for any
invalid signature rather than raising, so the nil guard prevents a
broken \`attach\` call. The existing logo remains attached and the
settings update succeeds.

## Trade-offs considered

| Option | Decision |
|---|---|
| \`find(blob_id)\` when input is an Integer | Bypasses signature
verification — any authenticated user knowing a blob ID could attach
arbitrary files to a portal. Security risk. Rejected. |
| Raise a 422 for non-string blob_id | Overly strict — the frontend
sending an integer is pre-existing behaviour this PR shouldn't break. |
| Silently no-op for invalid blob_id (chosen) | Correct product
behaviour: if no valid signed upload is provided, leave the logo
unchanged. The settings update still succeeds. |

## Known limitation

The correct long-term fix is also on the frontend: it should only send
\`blob_id\` when attaching a **new** upload (using the signed ID from
the direct-upload flow), not when re-submitting the existing logo's raw
database integer ID. This PR makes the server robust against the current
frontend behaviour without requiring a coordinated frontend change.

## How to reproduce

1. Create a Help Center portal and upload a logo
2. Update any text field via \`PUT /api/v1/accounts/:id/portals/:slug\`
while including \`blob_id: <integer>\` in the payload
3. Observe 500 with \`NoMethodError: undefined method 'valid_encoding?'
for an instance of Integer\`

After this fix, the request returns 200, settings are updated, and the
existing logo is preserved.

Co-authored-by: Ramalau Debeila <rdebeila@datacentrix.co.za>
2026-04-28 01:14:51 +05:30
16b8693e1b fix: standardize contact company field on company_name (#14099)
Standardizes the contact company import/filter/automation contract on
`company_name`.

Closes #14096
Revives #9907

## Why

Contact company is read across the current CRM/contact UI from
`additional_attributes['company_name']`, but CSV import and a few
backend filter/automation paths still used the older `company` key. That
meant imported company values could be saved in a place the dashboard,
sorting, filters, and automation conditions did not consistently read
from.

Based on the production data check, the legacy `company` automation
configuration is effectively dead: the affected account did not have
contacts populated with `additional_attributes['company']`. So this PR
intentionally avoids adding long-term fallback behavior and uses
`company_name` as the single key going forward.

## What changed

- Contact CSV import now writes only `company_name` into
`additional_attributes['company_name']`.
- The example contact import CSV now uses the `company_name` header.
- Contact company sorting/filter config now uses `company_name`.
- Automation condition config now uses `company_name`.
- Existing standard automation conditions with `attribute_key:
'company'` are migrated to `company_name`.
- Existing saved contact filters with standard `attribute_key:
'company'` are migrated to `company_name`.
- Custom attributes named `company` are preserved and are not rewritten
by the migration.

## How to test

- Import a contact CSV with a `company_name` column and confirm the
Contact Company field is populated.
- Sort contacts by Company and confirm imported contacts are ordered
correctly.
- Create/edit an automation with Company as a condition and confirm it
saves with `company_name`.
- Verify existing saved contact filters and automation rules using the
old standard `company` key are migrated to `company_name`.

---------

Co-authored-by: Claude <noreply@anthropic.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
2026-04-27 18:43:26 +05:30
2ada713f29 feat: Add bulk actions for help center articles (translate, status change, delete) (#14137)
Fixes
https://linear.app/chatwoot/issue/CW-6950/support-bulk-actions-for-publish-archive-move-to-draft-delete-in

How to test

1. Go to Help Center → Articles
2. Select articles using checkboxes → bulk bar appears
3. Click Publish/Draft/Archive → articles update, list refreshes
4. Click Delete → confirmation dialog → articles removed
5. Click Translate (requires Captain enabled) → select locale + category
→ translation starts
6. Try translating to a locale that already has translations → warning
with links to existing articles → "Overwrite and translate" proceeds
8. Single article: click three-dot menu → Translate → same dialog opens
for that article



https://github.com/user-attachments/assets/7c76495e-f89e-4456-92bd-a6639a9992f4

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-24 09:13:43 -07:00
PranavandGitHub 751c28d94d feat(ee): Add article translation via LLM in help center (#14136)
Adds the ability to translate help center articles to other languages using Captain's LLM infrastructure. Translated articles are created as drafts linked to the source article.

Fixes
https://linear.app/chatwoot/issue/CW-6901/translate-article-to-another-language

**How to test**

1. Navigate to Help Center → Articles for a portal with multiple locales
2. Click the three-dot menu on any article → "Translate"
3. Select a target language and category → click Translate
4. Switch to the target locale — the translated article appears as a
draft
5. Try translating the same article again — a warning shows the existing
translation with a link to open it in a new tab
6. Click "Overwrite and translate" to replace the existing translation


https://github.com/user-attachments/assets/1d2e991b-f0ac-403a-bcc1-2181b5731ea4
2026-04-24 08:51:26 -07:00
6cbddbdb67 feat(rollup): report builder abstraction [2/3] (#13798)
## PR2: Report builder refactor — DataSource abstraction

The existing report builders (timeseries + summary) had their SQL
queries inlined — each builder constructed its own scopes, groupings,
and aggregations directly. This made it hard to swap the underlying data
source without duplicating builder logic.

This PR extracts all raw-event querying into a `Reports::RawDataSource`
behind a `Reports::DataSource` factory. Builders now call
`data_source.timeseries`, `.aggregate`, or `.summary` instead of
constructing queries themselves. Behavior is identical —
`DataSource.for(...)` returns `RawDataSource` in all cases today.

The timeseries path had two separate builders (`CountReportBuilder`,
`AverageReportBuilder`) that were selected via a metric-name case
statement in `Conversations::BaseReportBuilder`. These are replaced by a
single `ReportBuilder` that delegates to the data source. The metric
type (count vs average) is now decided inside the data source, not the
builder.

Summary builders similarly moved their inline SQL into
`RawDataSource#summary`, which returns a unified hash keyed by dimension
ID.
 the rollup read path.

## Flow

### Before

```
ReportsController ──▶ case metric ──▶ AverageReportBuilder ──▶ inline SQL ──▶ DB
                                  └──▶ CountReportBuilder   ──▶ inline SQL ──▶ DB

SummaryController ──▶ AgentSummaryBuilder ──▶ inline SQL ──▶ DB
                  └──▶ InboxSummaryBuilder ──▶ inline SQL ──▶ DB
                  └──▶ TeamSummaryBuilder  ──▶ inline SQL ──▶ DB
```

### After

```
ReportsController ──▶ ReportBuilder  ──┐
                                       ├──▶ DataSource.for ──▶ RawDataSource ──▶ DB
SummaryController ──▶ SummaryBuilder ──┘
```


### Expected (after rollup read path)

```
ReportsController ──▶ ReportBuilder  ──┐
                                       ├──▶ DataSource.for ──▶ RawDataSource    ──▶ reporting_events
SummaryController ──▶ SummaryBuilder ──┘                   └──▶ RollupDataSource ──▶ reporting_events_rollups
```

### What changed

- `Reports::DataSource` factory + `Reports::RawDataSource`
- `TimezoneHelper#timezone_name_from_params` — prefers IANA name, falls
back to offset
- Unified `Timeseries::ReportBuilder` replaces `CountReportBuilder` +
`AverageReportBuilder`
- Summary builders delegate to `DataSource` instead of querying directly

### How to test

This is a pure refactor — all existing report pages (Overview, Agent,
Inbox, Label, Team) should produce identical numbers. No feature flag or
new config needed.

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Tanmay Deep Sharma <tanmaydeepsharma21@gmail.com>
Co-authored-by: Tanmay Deep Sharma <32020192+tds-1@users.noreply.github.com>
2026-04-20 11:15:48 +05:30
Shivam MishraandGitHub e5107604a0 feat: account enrichment using context.dev [UPM-27] (#13978)
## Account branding enrichment during signup

This PR does the following

### Replace Firecrawl with Context.dev

Switches the enterprise brand lookup from Firecrawl to Context.dev for
better data quality, built-in caching, and automatic filtering of
free/disposable email providers. The service interface changes from URL
to email input to match Context.dev's email endpoint. OSS still falls
back to basic HTML scraping with a normalized output shape across both
paths.

The enterprise path intentionally does not fall back to HTML scraping on
failure — speed matters more than completeness. We want the user on the
editable onboarding form fast, and a slow fallback scrape is worse than
letting them fill it in.

Requires `CONTEXT_DEV_API_KEY` in Super Admin → App Config. Without it,
falls back to OSS HTML scraping.

### Add job to enrich account details

After account creation, `Account::BrandingEnrichmentJob` looks up the
signup email and pre-fills the account name, colors, logos, social
links, and industry into `custom_attributes['brand_info']`.

The job signals completion via a short-lived Redis key (30s TTL) + an
ActionCable broadcast (`account.enrichment_completed`). The Redis key
lets the frontend distinguish "still running" from "finished with no
results."
2026-04-08 11:16:52 +05:30
Shivam MishraandGitHub 871f2f4d56 fix: harden fetching on upload endpoint (#14012) 2026-04-08 10:47:54 +05:30
4f94ad4a75 feat: ensure signup verification [UPM-14] (#13858)
Previously, signing up gave immediate access to the app. Now,
unconfirmed users are redirected to a verification page where they can
resend the confirmation email.

- After signup, the user is routed to `/auth/verify-email` instead of
the dashboard
- After login, unconfirmed users are redirected to the verification page
- The dashboard route guard catches unconfirmed users and redirects them
- `active_for_authentication?` is removed from the sessions controller
so unconfirmed users can authenticate — the frontend gates access
instead
- If the user visits the verification page after already confirming,
they're automatically redirected to the dashboard
- No session is issued until the user is verified

<details><summary>Demo</summary>
<p>

#### Fresh Signup


https://github.com/user-attachments/assets/abb735e5-7c8e-44a2-801c-96d9e4823e51

#### Google Fresh Signup


https://github.com/user-attachments/assets/ab9e389a-a604-4a9d-b492-219e6d94ee3f


#### Create new account from Dashboard


https://github.com/user-attachments/assets/c456690d-1946-4e0b-834b-ad8efcea8369



</p>
</details>

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2026-04-07 13:45:17 +05:30
95463230cb feat: sign webhooks for API channel and agentbots (#13892)
Account webhooks sign outgoing payloads with HMAC-SHA256, but agent bot
and API inbox webhooks were delivered unsigned. This PR adds the same
signing to both.

Each model gets a dedicated `secret` column rather than reusing the
agent bot's `access_token` (for API auth back into Chatwoot) or the API
inbox's `hmac_token` (for inbound contact identity verification). These
serve different trust boundaries and shouldn't be coupled — rotating a
signing secret shouldn't invalidate API access or contact verification.

The existing `Webhooks::Trigger` already signs when a secret is present,
so the backend change is just passing `secret:` through to the jobs.
Shared token logic is extracted into a `WebhookSecretable` concern
included by `Webhook`, `AgentBot`, and `Channel::Api`. The frontend
reuses the existing `AccessToken` component for secret display. Secrets
are admin-only and excluded from enterprise audit logs.

### How to test

Point an agent bot or API inbox webhook URL at a request inspector. Send
a message and verify `X-Chatwoot-Signature` and `X-Chatwoot-Timestamp`
headers are present. Reset the secret from settings and confirm
subsequent deliveries use the new value.

---------

Co-authored-by: Sojan Jose <sojan@pepalo.com>
2026-04-06 15:28:25 +05:30
Muhsin KelothandGitHub b3d0af84c4 fix(widget): Queue SDK-set conversation attributes and labels for first message (#13912)
### Description

When integrating the web widget via the JS SDK, customers call
setConversationCustomAttributes and setLabel on chatwoot:ready — before
any conversation exists. These API calls silently fail because the
backend endpoints require an existing conversation. When the visitor
sends their first message, the conversation is created without those
attributes/labels, so the message_created webhook payload is missing the
expected metadata.

This change queues SDK-set conversation custom attributes and labels in
the widget store when no conversation exists yet, and includes them in
the API request when the first message (or attachment) creates the
conversation. The backend now permits and applies these params during
conversation creation — before the message is saved and webhooks fire.

###  How to test

  1. Configure a web widget without a pre-chat form.
2. Open the widget on a test page and run the following in the browser
console after chatwoot:ready:
`window.$chatwoot.setConversationCustomAttributes({ plan: 'enterprise'
});`
`window.$chatwoot.setLabel('vip');` // must be a label that exists in
the account
  3. Send the first message from the widget.
4. Verify in the Chatwoot dashboard that the conversation has plan:
enterprise in custom attributes and the vip label applied.
5. Set up a webhook subscriber for `message_created` confirm the first
payload includes the conversation metadata.
6. Verify that calling `setConversationCustomAttributes` / `setLabel` on
an existing conversation still works as before (direct API path, no
regression).
  7. Verify the pre-chat form flow still works as expected.
2026-04-02 12:09:24 +04:00
Sivin VargheseandGitHub 23786bcb52 chore: mark conversation notifications as read on visit (#13906) 2026-03-26 14:01:26 +05:30
14df7b3bc1 fix: ai-assist 404 on CE (#13891)
# Pull Request Template

## Description

Relocate controller from enterprise/ to app/ and add
Api::V1::Accounts::Captain::TasksController.prepend_mod_with for EE
overrides.

Fixes: Ai assist giving 404 on CE

## 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.

before:
<img width="482" height="130" alt="image"
src="https://github.com/user-attachments/assets/f51dc28a-ac54-45c4-9015-6f956fdf5057"
/>

after:
<img width="458" height="182" alt="image"
src="https://github.com/user-attachments/assets/eb86a679-5482-4157-9f4e-f3e9953d8649"
/>


## 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: Shivam Mishra <scm.mymail@gmail.com>
2026-03-24 16:58:11 +05:30
Muhsin KelothandGitHub a8d53a6df4 feat(linear): Support refresh tokens and migrate legacy OAuth tokens (#13721)
Linear is deprecating long-lived OAuth2 access tokens (valid for 10
years) in favor of short-lived access tokens with refresh tokens.
Starting October 1, 2025, all new OAuth2 apps will default to refresh
tokens. Linear will no longer issue long-lived access tokens. Please
read more details
[here](https://linear.app/developers/oauth-2-0-authentication#migrate-to-using-refresh-tokens)
We currently use long-lived tokens in our Linear integration (valid for
up to 10 years). To remain compatible, this PR ensures compatibility by
supporting refresh-token-based auth and migrating existing legacy
tokens.

Fixes
https://linear.app/chatwoot/issue/CW-5541/migrate-linear-oauth2-integration-to-support-refresh-tokens
2026-03-17 13:09:03 +04:00
2a90652f05 feat: Add draft status for help center locales (#13768)
This adds a draft status for Help Center locales so teams can prepare
localized content in the dashboard without exposing those locales in the
public portal switcher until they are ready to publish.

Fixes: https://github.com/chatwoot/chatwoot/issues/10412
Closes: https://github.com/chatwoot/chatwoot/issues/10412

## Why

Teams need a way to work on locale-specific Help Center content ahead of
launch. The public portal should only show ready locales, while the
admin dashboard should continue to expose every allowed locale for
ongoing article and category work.

## What this change does

- Adds `draft_locales` to portal config as a subset of `allowed_locales`
- Hides drafted locales from the public portal language switchers while
keeping direct locale URLs working
- Keeps drafted locales fully visible in the admin dashboard for article
and category management
- Adds locale actions to move an existing locale to draft, publish a
drafted locale, and keep the default locale protected from drafting
- Adds a status dropdown when creating a locale so new locales can be
created as `Published` or `Draft`
- Returns each admin locale with a `draft` flag so the locale UI can
reflect the public visibility state

## Validation

- Seed a portal with multiple locales, draft one locale, and confirm the
public portal switcher hides it while `/hc/:slug/:locale` still loads
directly
- In the admin dashboard, confirm drafted locales still appear in the
locale list and remain selectable for articles and categories
- Create a new locale with `Draft` status and confirm it stays out of
the public switcher until published
- Move an existing locale back and forth between `Published` and `Draft`
and confirm the public switcher updates accordingly


## Demo 



https://github.com/user-attachments/assets/ba22dc26-c2e7-463a-b1f5-adf1fda1f9be

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2026-03-17 12:45:54 +04:00
a452ce9e84 feat(whatsapp): add webhook registration and status endpoints (#13551)
## Description

Adds webhook configuration management for WhatsApp Cloud API channels,
allowing administrators to check webhook status and register webhooks
directly from Chatwoot without accessing Meta Business Manager.

## Type of change

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


## Screenshots

<img width="1130" height="676" alt="Screenshot 2026-03-05 at 7 04 18 PM"
src="https://github.com/user-attachments/assets/f5dcd9dd-8827-42c5-a52b-1024012703c2"
/>
<img width="1101" height="651" alt="Screenshot 2026-03-05 at 7 04 29 PM"
src="https://github.com/user-attachments/assets/e0bd59f9-2a90-4f24-87c0-b79f21e721ee"
/>



## 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>
2026-03-16 12:48:16 +05:30
Alexander UdovichenkoandGitHub 412b72db7c fix: Delete double hmac check (#12464)
## Description

When hmac identity check is enabled according to
[this](https://www.chatwoot.com/hc/user-guide/articles/1677587479-how-to-enable-identity-validation-in-chatwoot)
I found out, that it checked twice.

If `should_verify_hmac? -> true` then hmac checked in `before_action`
and we don't need to do it again later.

This perfomance related and PR fixes this.
2026-03-13 02:30:17 -07:00
dc0e5eb465 fix: optimize message query with account_id filter (#13759)
## Description

This PR optimizes message queries by explicitly filtering with
`account_id` so the database can use the existing indexes more
efficiently.

Changes:
- Add `account_id` to message query filters to improve index
utilization.
- Update `last_incoming_message` query to include `account_id`.
- Avoid unnecessary preloading of `contact_inboxes` where it is not
required.
- Update specs to ensure `account_id` is set correctly in
message-related tests.

These changes reduce query cost and improve performance for message
lookups, especially on large accounts.

---------

Co-authored-by: Pranav <pranav@chatwoot.com>
2026-03-10 16:46:20 -07:00