Commit Graph
1305 Commits
Author SHA1 Message Date
Shivam Mishra f5c6d375ef fix: render captain rate-card trends as points, not percent 2026-07-01 15:25:33 +05:30
Shivam Mishra 729aca7b64 chore: remove dummy information 2026-06-30 14:28:05 +05:30
Shivam Mishra d04a2c2f56 feat: add coverage banner 2026-06-30 14:27:35 +05:30
Shivam Mishra 6d6475232a feat: hide credit usage and response quality sections on overview 2026-06-29 22:34:50 +05:30
Shivam Mishra f0aacbf170 feat: add month-based ranges to captain overview 2026-06-29 22:11:39 +05:30
Shivam Mishra 96d0757041 feat: wire captain overview page to live stats and summary 2026-06-29 22:05:06 +05:30
Shivam Mishra ef63752075 feat: add welcome card 2026-06-29 18:11:43 +05:30
Shivam Mishra 4dd630c683 feat: update title 2026-06-29 17:49:05 +05:30
Shivam Mishra c86736ff70 feat: add quicklinks 2026-06-29 17:43:41 +05:30
Shivam Mishra bf7a5792b2 feat: add hours saved metric 2026-06-29 17:36:39 +05:30
Shivam Mishra 85cd87c410 feat: assistant overview page UI 2026-06-29 17:26:42 +05:30
62cbeae95f feat: onboarding inboxes UI (#14565)
After entering their account details, new admins land on an **Inbox
setup** screen that shows what we've already set up for them and lets
them connect their conversation channels without leaving onboarding. It
surfaces the auto-created live chat widget (and Help Center on
Enterprise), highlights channels detected from their website, and offers
a **View all** dialog to connect any supported channel inline.

### Channel status

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

---------

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

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

## Type of change

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

## How Has This Been Tested?

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

## Checklist:

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

---------

Co-authored-by: tds-1 <tds-1@users.noreply.github.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-06-25 14:49:09 +05:30
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
Sivin VargheseandGitHub 961ec86ba9 chore: support custom variables in auto-resolution message (#14782)
# Pull Request Template

## Description

This PR adds support for custom variables in auto-resolution messages
within Conversation Workflows.

Agents can insert variables (e.g. `{{contact.name}}`) into the custom
auto-resolution message using the variable picker by typing `{{`. These
variables are resolved with actual conversation data when the
auto-resolution message is sent.

The field uses the existing editor with the formatting toolbar hidden,
since auto-resolution messages are delivered across all channels,
including SMS, where formatting isn't supported. Existing message
content is preserved as-is, and typing `{{` opens the variable picker
for quick insertion.

Fixes
https://linear.app/chatwoot/issue/CW-7369/support-custom-variables-in-conversations-workflow-text-fields

## Type of change

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

## How Has This Been Tested?

### Screenshots
<img width="1262" height="764" alt="image"
src="https://github.com/user-attachments/assets/e43be22c-f86e-436a-9fdd-5bcb73c61ca3"
/>



## 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
2026-06-23 11:35:52 +05:30
80b132e155 feat(tiktok): add cloud warning (#14768)
Adds Cloud-only warning on the TikTok connect page while North American
account connections may be temporarily unavailable.

Fixes
https://linear.app/chatwoot/issue/CW-7322/cloud-show-tiktok-north-america-warning-on-connect-page

---------

Co-authored-by: Muhsin <12408980+muhsin-k@users.noreply.github.com>
2026-06-19 12:29:07 +04:00
Sivin VargheseandGitHub 32b63ad0c0 feat: add search to Help Center admin pages (#14772) 2026-06-19 12:41:21 +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 35bef21f83 feat: add media view for contacts (#14393) 2026-06-15 15:42:11 +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
c6a38e2fc6 fix: Keep Instagram scopes out of new Messenger OAuth flows (#14695)
Removes Instagram permissions from the Facebook Messenger inbox setup
flow to avoid blocking Meta App Review for Messenger-only apps.

Meta rejects or stalls Messenger-only app reviews when the OAuth flow
requests unrelated Instagram permissions such as `instagram_basic` and
`instagram_manage_messages`. This blocks approval for Messenger
permissions like `human_agent`, even when the user only wants to
configure a Facebook Messenger inbox.

New Facebook Messenger inbox setup now requests only the Page and
Messenger permissions required for Messenger. Existing Facebook
Messenger inboxes that already have Instagram details continue to
request Instagram permissions during reauthorization, preserving support
for the legacy combined Facebook/Instagram inbox flow.

Going forward, new Instagram setups should use the dedicated Instagram
channel inbox instead of being bundled into the Messenger setup flow.

Closes #13860

## How to test

1. Go to Settings → Inboxes → Add Inbox → Facebook Messenger.
2. Click Login with Facebook.
3. Verify the OAuth scope does not include `instagram_basic` or
`instagram_manage_messages`.
4. Reauthorize an existing Facebook Messenger inbox with `instagram_id`
present.
5. Verify the reauth scope still includes `instagram_basic` and
`instagram_manage_messages`.

---------

Co-authored-by: Muhsin <12408980+muhsin-k@users.noreply.github.com>
2026-06-12 09:39:26 +04:00
Tanmay Deep SharmaandGitHub 8d5d02ea97 feat: add per-inbox toggle to disable incoming calls (#14645)
## Description

Adds a per-inbox "Allow incoming calls" toggle for voice-enabled
WhatsApp and Twilio inboxes. When turned off, the setting is persisted
on the channel; actually rejecting inbound calls is handled in a
follow-up PR.

## Type of change

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

## Screenshot
<img width="804" height="384" alt="Screenshot 2026-06-04 at 11 44 07 AM"
src="https://github.com/user-attachments/assets/df8bb026-0387-4031-bcba-6d9a56872eb7"
/>


## Checklist:

- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [ ] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
2026-06-11 14:22:44 +05:30
Sivin VargheseandGitHub cabe9bc733 fix: populate general settings form on hard reload (#14685) 2026-06-10 10:56:17 +05:30
Shivam MishraandGitHub 78a6b2457d refactor(onboarding): extract whatsapp and facebook channel connect into reusable composables (#14619)
Extracts the Meta JS SDK logic for the WhatsApp embedded-signup and
Facebook Page connect flows out of their settings components into two
reusable composables. No behavior change — the settings inbox-creation
flows work exactly as before; this just makes the SDK orchestration
reusable (an upcoming onboarding PR consumes them) and adds unit
coverage.

## What changed
- `useWhatsappEmbeddedSignup` — owns the embedded-signup popup (SDK
load, FB.login, and the auth-code / postMessage race).
`WhatsappEmbeddedSignup.vue` now consumes it.
- `useFacebookPageConnect` — owns FB.login (page scopes) + page fetch,
with SDK preload split from login so the popup opens within the click's
activation window. `Facebook.vue` now consumes it.
- Adds unit specs for both composables.

## 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/14649
- https://github.com/chatwoot/chatwoot/pull/14565 (Primary onboarding
PR)
2026-06-08 13:13:20 +05:30
Sivin VargheseandGitHub ec43975f3f chore: use square avatars (#14656) 2026-06-05 11:25:32 +05:30
1beaa284c6 feat: inline images in website and email channels (#14516)
# Pull Request Template

## Description

This PR adds support for inline image uploads in the reply editor for
Email and Website (chat widget) channels.

Agents can now insert images inline between text and resize them
directly in the editor by dragging the bottom corner, similar to the
help center editor experience.

Image sizes are preserved through markdown using the `cw_image_width`
URL param and render correctly in both outgoing emails and chat widget
messages.

Agents can also paste copied images directly into Email or Website
replies using **Shift+Cmd+V** (Shift+Ctrl+V on Windows/Linux). The image
gets inserted inline at the cursor position and supports resizing just
like uploaded images. Regular **Cmd+V / Ctrl+V** behavior remains
unchanged and continues to add images as attachments, so both inline and
attachment flows are supported.


### Prosemirror repo PR:
https://github.com/chatwoot/prosemirror-schema/pull/48

Fixes
https://linear.app/chatwoot/issue/CW-7133/inline-images-in-live-chat-and-email

https://linear.app/chatwoot/issue/CW-7225/ghsa-8j9w-jppp-xcfc-html-attribute-injection-via-unvalidated-cw-image

## Type of change

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

## How Has This Been Tested?

### Screencast



https://github.com/user-attachments/assets/a928f852-ab15-413a-9d35-6ea69b718ecf

<img width="414" height="654" alt="image"
src="https://github.com/user-attachments/assets/205e0729-8f2d-4cc5-9c55-7696f032eca4"
/>



## 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
- [ ] 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>
2026-06-03 15:05:17 +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
Tanmay Deep SharmaandGitHub 68e358d732 feat: voice-call UX fixes (#14579)
## Linear ticket
https://linear.app/chatwoot/issue/CW-7187/voice-calls-followup-tasks

## Description

Improvements to the WhatsApp voice-calling experience plus a cheaper,
more accurate audio-transcription model.
- First-time callers now get a real name. An inbound WhatsApp call
creates the contact from the caller's WhatsApp profile name instead of
the bare phone number.
- Clear, consistent call attribution. Call bubbles show a unified
"Handled by {agent}"
- Cleaner call widget. The dismiss (✕) button is shown only for incoming
calls
- WhatsApp calling for manual inboxes. voice_calling_supported? now
covers any whatsapp_cloud inbox
- Transcription: whisper-1 → gpt-4o-mini-transcribe.

## Type of change

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


## Checklist:

- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [ ] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
2026-05-27 16:16:16 +05:30
b981ba766f feat: support bulk label removal (#14534)
Adds bulk label removal alongside the existing assign-label action for
conversations and contacts, so teams can clean up labels across selected
records without opening each item individually.

For conversations, the remove dropdown is scoped to labels that are
actually applied across the current selection — so agents no longer see
(or accidentally "remove") labels that aren't on any of the selected
items. For contacts, the dropdown still lists all account labels for
now; label data isn't carried on the contact list payload today, so
scoping the contact remove menu cleanly is being tracked as a follow-up.

## Closes

N/A

## How to test

- Open the conversation list, select multiple conversations, open
**Remove labels**, and confirm the dropdown only lists labels that are
applied to at least one selected conversation. Pick a label and confirm
it's removed from the selection.
- Open Contacts, select multiple contacts, use **Remove Labels**, choose
a label, and confirm the selected contacts are refreshed without that
label.
- Verify **Assign Labels** still works for conversations and contacts,
and continues to show every available label.

## What changed

- Adds an `action` prop to the shared `BulkLabelActions` dropdown so it
can render in `assign` or `remove` mode.
- Wires conversation bulk remove to the existing `labels.remove` backend
path and filters the dropdown to the union of labels applied across the
selected conversations.
- Adds contact bulk remove support through
`Contacts::BulkRemoveLabelsService`, routed by
`Contacts::BulkActionService`.
- Raises contact label save failures instead of reporting a successful
bulk action when a contact update is invalid.

## Follow-ups

- Scope the contact remove dropdown to applied labels (needs a
lightweight endpoint, or eventually `cached_label_list` on `Contact`).

## Verification

Conversation bulk remove selector:

<img width="1680" height="1050" alt="Conversation bulk remove label
selector"
src="https://github.com/user-attachments/assets/2dba4a06-c497-45e1-85b0-e700164b6b2f"
/>

Contact bulk remove selector:

<img width="1680" height="1050" alt="Contact bulk remove label selector"
src="https://github.com/user-attachments/assets/b3b89959-5978-4064-b5f9-82b1a3e571dc"
/>

Video proof:


https://github.com/user-attachments/assets/fffafe19-4e1c-4e2a-a135-c7182c06bb4d

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
2026-05-26 15:23:51 +05:30
c4a6a19e9b feat(voice): WhatsApp Cloud Calling — UI [6] (#14346)
## Summary

Frontend for WhatsApp Cloud Calling: header / contact-panel call
buttons, ringing widget, accept/reject/hangup, mute, in-bubble audio
player + transcript, recording-on-hangup upload, mid-call reload
warning. WebRTC is browser-direct to Meta — no media server bridge.

## Closes
- https://linear.app/chatwoot/issue/PLA-150

## How to test

Requires backend support — the controller, services, model changes, and
routes ship in **#14334** (`feature/pla-150`). Merge / deploy that first
(or simultaneously); the FE alone won't function without those
endpoints.

Then on staging, for a WhatsApp Cloud + embedded-signup inbox with the
new \`Configuration → Enable voice calling\` toggle ON and webhook
registered:

1. **Outbound** — open a conversation, click the phone icon in the
conversation header (or contact panel), grant mic, your phone rings,
answer, audio both ways, hang up. Recording + transcript land in the
bubble within ~10s.
2. **Inbound** — call the business number from your phone. The
FloatingCallWidget appears bottom-right with caller name. Click accept,
audio both ways, hang up. Recording + transcript appear.
3. **Mute** — during an active WhatsApp call, click the mic icon next to
hangup. Speech stops reaching Meta until you click again.
4. **Mid-call reload guard** — try `Cmd-R` during an active call;
browser shows a confirm prompt.

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2026-05-22 18:42:39 +05:30
Khoa NguyenandGitHub 4cdfe4168c chore: resolve sass and vue compiler deprecation warnings (#13794) 2026-05-22 12:16:43 +05:30
d0ecdc14d8 feat(webhooks): Emit inbox_updated when an inbox is disconnected (#14504)
Chatwoot now lets external apps know when an inbox loses its connection
and needs re-authentication. When a channel's authorization expires (for
example, an email inbox disconnects), Chatwoot fires an `inbox_updated`
webhook reflecting the new `reauthorization_required` status, and fires
it again once the inbox is re-authenticated. Integrators can keep their
own view of which inboxes are healthy without polling the API.

This is gated behind the `ENABLE_INBOX_EVENTS` installation flag — the
**Inbox updated** webhook subscription only appears in the dashboard
when that flag is enabled, so no event is offered that the backend
wouldn't dispatch.

Fixes
https://linear.app/chatwoot/issue/CW-7148/emit-inbox-webhook-when-an-inbox-is-disconnected

## How to test

1. Set `ENABLE_INBOX_EVENTS=true` and restart the app.
2. In **Settings → Integrations → Webhooks**, add a webhook and
subscribe to **Inbox updated**.
3. Disconnect an inbox — let an email/Instagram channel hit its
auth-error threshold, or run `inbox.channel.prompt_reauthorization!` in
a console.
4. The endpoint receives an `inbox_updated` event whose
`changed_attributes` shows `reauthorization_required` flipping to
`true`.
5. Re-authenticate the inbox (or run `inbox.channel.reauthorized!`) —
the endpoint receives the `true → false` transition.
6. Confirm the **Inbox updated** option is hidden when
`ENABLE_INBOX_EVENTS` is unset.

---------

Co-authored-by: Muhsin <12408980+muhsin-k@users.noreply.github.com>
2026-05-22 09:00:18 +04:00
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
Sivin VargheseandGitHub bcb66cdcc0 chore: Support creating articles from category view (#14406)
# Pull Request Template

## Description

This PR adds support for creating articles directly from the category
view. Previously, articles could only be created from the main articles
page. With this change, users can now create a new article while
browsing a specific category, making the workflow faster and more
convenient.

Fixes
https://linear.app/chatwoot/issue/CW-7050/create-an-article-when-inside-a-category

## Type of change

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

## How Has This Been Tested?

### Screencast


https://github.com/user-attachments/assets/e5a72a85-676e-4747-948a-6b1a19d2089f




## 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
2026-05-18 18:09:53 +05:30
3253e863ed fix: validate OpenAI hook credentials (#14068)
# Pull Request Template

## Description

- Validates openai key while configuring hooks
- added backfill logic

Fixes # (issue)

## Type of change

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


## How Has This Been Tested?

Please describe the tests that you ran to verify your changes. Provide
instructions so we can reproduce. Please also list any relevant details
for your test configuration.
locally

<img width="1710" height="1234" alt="CleanShot 2026-04-15 at 16 15
02@2x"
src="https://github.com/user-attachments/assets/3d319fe0-19f9-4fd0-9308-74987daac2e1"
/>

<img width="2884" height="1136" alt="CleanShot 2026-05-11 at 19 22
53@2x"
src="https://github.com/user-attachments/assets/5eae8650-985b-4c4a-af42-35f7175ff52d"
/>



## 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: Vishnu Narayanan <iamwishnu@gmail.com>
2026-05-18 14:08:57 +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
Sivin VargheseandGitHub 3df827c931 chore: update Captain documents filter UI (#14429) 2026-05-12 11:27:30 +05:30
Sojan JoseandGitHub 086aa36ffe feat(companies): add notes and history to company details (#14401) 2026-05-11 23:15:25 +05:30
f6be0d80ef feat: UI changes for document auto sync [AI-153] (#14258)
# Pull Request Template

## Description

FE code for document sync

Adds:
- UI to show counts (stats) of available web pages, stale and synced
documents and last synced at
- Bulk action and manual ways to sync web documents
- index to stats related columns

## Type of change

Please delete options that are not relevant.

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

## How Has This Been Tested?

Please describe the tests that you ran to verify your changes. Provide
instructions so we can reproduce. Please also list any relevant details
for your test configuration.

https://linear.app/chatwoot/issue/AI-153/fe-document-auto-sync

Documents dashboard:
<img width="2160" height="986" alt="CleanShot 2026-05-11 at 17 57 09@2x"
src="https://github.com/user-attachments/assets/6d934764-964c-4656-b005-1b4f0329e553"
/>

Filters:
<img width="1138" height="564" alt="CleanShot 2026-05-11 at 17 58 13@2x"
src="https://github.com/user-attachments/assets/cee780e6-eb8f-4aed-8cc5-b674244a821b"
/>

Needs update:
<img width="2222" height="966" alt="CleanShot 2026-05-11 at 17 57 53@2x"
src="https://github.com/user-attachments/assets/70c85ddd-7eb1-4328-ba14-7929e67e7b36"
/>

pdfs:
<img width="2180" height="558" alt="CleanShot 2026-05-11 at 17 58 30@2x"
src="https://github.com/user-attachments/assets/975b5c9f-bd1c-4979-9870-8f926d7f6e11"
/>

bulk actions:
<img width="2244" height="992" alt="CleanShot 2026-05-11 at 17 58 57@2x"
src="https://github.com/user-attachments/assets/bdb3c63f-d2de-41dc-a6d5-8821d3303be0"
/>

single url sync:
<img width="2264" height="722" alt="CleanShot 2026-05-11 at 17 59 19@2x"
src="https://github.com/user-attachments/assets/7d7323a5-0fcb-4be9-8635-55e56964999b"
/>



## 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: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Sony Mathew <sony@chatwoot.com>
Co-authored-by: Vishnu Narayanan <iamwishnu@gmail.com>
2026-05-11 20:13:29 +05:30
202403873d feat: Ability to specify the authentication type for imap server (#12306)
# Pull Request Template

## Description

This PR adds IMAP authentication mechanism selection to Chatwoot's email
inbox configuration. Users can now choose between 'plain', 'login', and
'cram-md5' authentication methods when configuring IMAP settings,
providing flexibility for different email providers that require
specific authentication types.

https://github.com/chatwoot/chatwoot/issues/8867

The implementation includes:
- Frontend dropdown with numeric keys (1, 2, 3) matching SMTP auth style
- Backend API validation for allowed authentication mechanisms
- Consistent 'cram-md5' format throughout the codebase
- Updated IMAP service to handle different auth types properly

This feature maintains consistency with existing SMTP authentication
options and follows the established UI/UX patterns in the application.

## Type of change

Please delete options that are not relevant.

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

### Manual Testing:
- Tested in Docker environment
- Verified IMAP auth dropdown appears in inbox settings
- Confirmed all three auth mechanisms (plain, login, cram-md5) can be
selected and saved
- Tested API validation by attempting to save invalid auth mechanisms

### Automated Testing:
- Updated existing IMAP service tests to use consistent lowercase values
- Updated API controller tests for authentication parameter handling
- All tests pass locally with the new changes

### Test Configuration:
- Tested with both new and existing inbox configurations

## Checklist:

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

## Additional Notes

- This feature is backward compatible and doesn't break existing IMAP
configurations
- The 'cram-md5' format is used consistently throughout (UI, API,
storage, services)
- Net::IMAP compatibility is maintained by converting to 'CRAM-MD5'
internally
- Follows the same pattern established by SMTP authentication
configuration

---------

Co-authored-by: João Santos <joao.santos@madigital.eu>
Co-authored-by: Sony Mathew <sony@chatwoot.com>
2026-05-08 16:40:15 +05:30
Sojan JoseandGitHub 10597863d7 feat(companies): add company creation flow (#14402) 2026-05-08 11:46:33 +05:30
Sivin VargheseandGitHub 2435d7503c feat: Update conversation bulk action UI (#14118) 2026-05-07 14:58:38 +05:30
salmonumbrellaandGitHub fe44b07147 feat(companies): add company detail page (#14054) 2026-05-06 20:50:27 +05:30
Sivin VargheseandGitHub 8f532f45ff feat: add attachments section to conversation sidebar (#14371) 2026-05-06 15:13:51 +05:30
Sojan JoseandGitHub 00ba468486 fix(macros): disable public visibility for agents (#14349) 2026-05-06 15:10:11 +05:30
Sivin VargheseandGitHub 6386eec5e7 fix: regex validation not applied for custom text attributes in UI (#14110)
# Pull Request Template

## Description

This PR fixes multiple issues related to regex patterns and validation
for custom attributes.
1. Fixed regex patterns being double-escaped when saving from Add and
Edit flows
2. Fixed regex validation not being enforced in the widget pre-chat form
3. Minor UI improvements in the Add/Edit custom attribute dialog


Fixes
[CW-6625](https://linear.app/chatwoot/issue/CW-6625/bug-report-custom-attribute-regex-validation-not-working-in-ui),
https://github.com/chatwoot/chatwoot/issues/13771

## Type of change

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

## How Has This Been Tested?

**Loom video**

**Before**
https://www.loom.com/share/14f1983a8bc84f9fabc3663afd83cd50

**After**
https://www.loom.com/share/867c0484741140c1944fcbd43914c9c0

## 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
2026-05-05 12:55:53 +05:30
64790ea204 fix: Redirect to the conversation URL if custom_view is not available (#14340)
When an agent shares a conversation link copied from a custom view (e.g.
/custom_view/{id}/conversations/{id}), the link previously broke for
recipients who didn't have access to that custom view. The conversation
now loads regardless — if the custom view isn't available to the
recipient, they're redirected to the direct conversation URL.

### How to reproduce

1. As Agent A, open a conversation from inside a personal custom view
and copy the URL from the address bar.
2. Share the URL with Agent B who does not have access to that custom
view.
3. Before this fix, the link failed to load the conversation. After this
fix, Agent B lands on the conversation via the direct URL.

### What changed

- Added a beforeEnter guard on the conversations_through_folders route.
It checks the user's available conversation custom views (fetching them
on demand for deep links), and if the foldersId in the URL isn't among
them, redirects to the inbox_conversation route with the same
conversation_id.

---------

Co-authored-by: iamsivin <iamsivin@gmail.com>
2026-05-01 10:53:01 -07:00
517b67dfd6 feat: Add rich template preview for WhatsApp & Twilio Templates (#13206)
This PR introduces a comprehensive, display-only template preview system
for both WhatsApp and Twilio templates rendering of all supported
template types.

This lays the foundation for rich template previews across:
- Template selection modals
- Campaign creation flows
- Message composer
- Message screen.

<img width="1818" height="2058" alt="template-preview"
src="https://github.com/user-attachments/assets/9833b28c-f824-4568-8f74-6da09ac61f62"
/>

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Muhsin <12408980+muhsin-k@users.noreply.github.com>
2026-04-30 18:54:34 +04:00
Sivin VargheseandGitHub 2324a344dc fix: keep agents action visible in teams edit/add view (#14304) 2026-04-29 14:42:37 +05:30