Commit Graph
654 Commits
Author SHA1 Message Date
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
f9cc702030 fix(help-center): documentation layout on custom domain root, locale (#14850)
Help centers using the documentation layout now render correctly in two
cases that previously fell back to the wrong output. Opening a portal at
its custom-domain root (e.g. docs.example.com/ ) now shows the full
documentation home
in place instead of the classic layout, and portals whose locale is a
region variant that Chatwoot doesn't ship a
translation for (e.g. th_TH , fr_ML ) now show their categories in the
sidebar on article pages.

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

## How to test

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

---------

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

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

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

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

**How to test**

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

---------

Co-authored-by: Muhsin <12408980+muhsin-k@users.noreply.github.com>
Co-authored-by: Sony Mathew <sony@chatwoot.com>
2026-06-24 11:04:08 +04:00
Vishnu NarayananandGitHub f66b551c7d revert: Sidebar unread counts for filters (CW-7262) (#14769)
## Description

Reverts [#14726](https://github.com/chatwoot/chatwoot/pull/14726)
(\"feat: Add sidebar unread counts for filters (CW-7262)\"), which
shipped in 4.15.0.

After 4.15.0 rolled out to prod the unread-counts-for-filters code path
caused a cascading incident:

- `Counter#ensure_filters_cache!` fires on every `/unread_counts/index`
and `update_last_seen` request.
- On cache miss it calls `Builder#build_filters_for!`, which:
- invokes `store.clear_user_filters!` -> `delete_matching` -> a Redis
`SCAN_each` over a per-user pattern keyspace, and
- runs 4 fresh SQL passes per user (mentions, participating, unattended,
and per-folder `Conversations::FilterService` queries).
- Threads blocked in the SCAN held their DB connections, the connection
pool exhausted, Sidekiq jobs were discarded with
`ActiveJob::DeserializationError: could not obtain a connection from the
pool`, and the enqueued queue blew past 200K.


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

## Type of change

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

## How Has This Been Tested?


## 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
2026-06-17 14:58:48 +04:00
fe6368b42e feat: Add sidebar unread counts for filters (CW-7262) (#14726)
## Description

Extends the conversation unread-count system so the left sidebar can
show unread badges for Mentions, Participating, Unattended, and saved
conversation folders. Folder badges reuse the existing `custom_filters`
conversation filter semantics, store user-scoped Redis sets lazily, and
skip unsupported folder filters so invalid saved folders continue to
render without a badge. The Unattended badge counts all visible unread
open conversations that match the existing unattended conversation
scope.

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

## What changed

- Added user-scoped unread-count Redis keys and cache builders for
mentions, participating conversations, unattended conversations, and
saved folder filters.
- Reused `Conversations::FilterService` through a relation-returning
path so folder counts match the folder conversation list behavior.
- Invalidated user filter caches from mention, participant,
custom-filter, and relevant conversation update events.
- Extended the unread-count endpoint payload and sidebar Vuex/sidebar
rendering for the new badge counts, including the Unattended sidebar
item.
- Added Ruby, Enterprise, request, listener, and frontend store coverage
for the new unread-count dimensions.

## Type of change

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

## How Has This Been Tested?

- Created local validation folders for `john@acme.inc` and confirmed the
unread-count payload includes open, resolved, and high-priority folder
badges while excluding the invalid unsupported folder.
- Added coverage for the Unattended badge rule: all visible unread open
conversations matching `Conversation.unattended`.
- Ran focused unread-count Ruby specs, including service, listener,
request, and Enterprise counter coverage.
- Ran frontend unread-count store specs.
- Ran RuboCop on the touched Ruby files.
- Ran ESLint through the project script; it completed with warnings in
existing unrelated files and no errors.

<img width="369" height="525" alt="Screenshot 2026-06-13 at 10 51 39 PM"
src="https://github.com/user-attachments/assets/36b1d2c4-dac1-4f6f-9c0e-7ef5a6cc2975"
/>

## 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] Documentation changes are not required for this internal
unread-count behavior
- [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] No dependent downstream changes are required

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2026-06-16 23:46:49 +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
de137e8297 feat: Capture CTWA referral metadata for WhatsApp conversations (#14681)
Adds support for capturing Click-to-WhatsApp ad referral metadata from
incoming WhatsApp messages.

This stores Meta Cloud API `referral` payloads on the incoming message
`content_attributes` and normalizes Twilio `Referral*` callback fields
into the same shape. The UI display is intentionally deferred until
Instagram, Messenger, and TikTok referral payloads are captured as well,
so we can design one cross-channel referral surface instead of a
WhatsApp-only sidebar block.

Why message-level storage

Meta sends CTWA referral details as part of the inbound message payload,
not as a stable conversation-level webhook. The referral represents the
exact ad click that produced that specific customer message, and later
messages in the same conversation may not carry the same context.
Storing the normalized referral on the message preserves the original
webhook semantics, avoids adding conversation-level attribution that
could become stale or ambiguous, and keeps support for both Cloud API
and Twilio payloads aligned behind `content_attributes.referral`.
Fixes
https://linear.app/chatwoot/issue/CW-7090/surface-meta-ctwa-referral-on-incoming-whatsapp-messages-cloud-api
Closes https://github.com/chatwoot/chatwoot/issues/13995,
https://github.com/chatwoot/chatwoot/issues/12560,
https://github.com/chatwoot/chatwoot/issues/13006


Related community PRs
- https://github.com/chatwoot/chatwoot/pull/13130
- https://github.com/chatwoot/chatwoot/pull/14180
- https://github.com/chatwoot/chatwoot/pull/14121

Related follow-ups
-
https://linear.app/chatwoot/issue/CW-7301/capture-instagram-ad-referral-metadata-on-incoming-messages
-
https://linear.app/chatwoot/issue/CW-7302/capture-messenger-ad-referral-metadata-on-facebook-page-conversations
-
https://linear.app/chatwoot/issue/CW-7303/capture-tiktok-ad-referral-metadata-from-im-referral-msg-events

How to test
1. Send or replay a WhatsApp Cloud API inbound message that contains a
`messages[0].referral` payload from a Click-to-WhatsApp ad.
2. Confirm the generated incoming message stores the payload under
`content_attributes.referral`.
3. Repeat with a Twilio WhatsApp callback containing `Referral*` fields
and confirm the stored message has the same normalized
`content_attributes.referral` structure.

---------

Co-authored-by: Muhsin <12408980+muhsin-k@users.noreply.github.com>
2026-06-16 09:58:29 +04:00
396631ad7d feat: enforce concurrent session limit with login picker (CW-7169) (#14621)
## Description

Cap active sessions at `MAX_USER_SESSIONS` which defaults to existing
value of `25` per user. This ensure existing user login behavior is not
affected for self-hosted installations. Browser users at the cap see a
session picker (409 response) to choose which session to end.
Non-browser clients and partially-tracked users get silent
oldest-session eviction.

Depends on #14556.

## Type of change

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

## How Has This Been Tested?

Specs cover: under limit, at limit (browser picker, non-browser
eviction), partial tracking fallback, revoke single/all sessions during
login, session row creation on successful login.

---------

Co-authored-by: Sony Mathew <sony@chatwoot.com>
2026-06-15 17:28:13 +05:30
Vishnu NarayananandGitHub ba0ba46c9c fix: skip session tracking and use short-lived token for impersonation (CW-7169) (#14622)
## Description

SuperAdmin impersonation SSO logins no longer create UserSession rows
visible to the customer. Impersonation tokens use a 2-day lifespan
instead of ~2 months, so they naturally evict first and don't linger in
the user's token list.

Server-side detection via Redis value (`'impersonation'` vs `'normal'`)
without changing the `valid_sso_auth_token?` signature. Backward
compatible with in-flight tokens.

Depends on #14556.

## Type of change

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

## How Has This Been Tested?

Specs cover: impersonation login skips UserSession creation,
impersonation token has short lifespan, normal SSO login still creates
UserSession row.

## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [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
2026-06-15 17:14:34 +05:30
27404b4a27 fix: redact sensitive integration secrets from API responses (#14147)
## Summary

The `GET /api/v1/accounts/:id/integrations/apps` endpoint returns raw
secret values (OpenAI API keys, Google service account private keys,
Linear refresh tokens, etc.) in hook settings within the JSON response.
Although gated behind an administrator check, these secrets are visible
in the browser network tab.

This PR filters hook settings through the existing `visible_properties`
whitelist defined in `config/integration/apps.yml`, and adds explicit
whitelists to integrations that were missing them.

Closes #14042

## Bug reproduction

**Setup:** Created an OpenAI integration hook with a fake API key
(`sk-test-secret-12345`).

**Step 1 — Browser Network tab shows raw secrets:**

<img width="1676" height="869" alt="Screenshot 2026-04-24 at 14 32 28"
src="https://github.com/user-attachments/assets/6fc69463-365e-458b-b216-98a7390bf528"
/>


Navigate to Settings > Integrations as an admin. Open DevTools Network
tab and observe the response from `GET
/api/v1/accounts/:id/integrations/apps`. The hook settings contain the
full API key in plaintext:

```json
"hooks": [
  {
    "id": 1,
    "app_id": "openai",
    "settings": {
      "api_key": "sk-test-secret-12345",
      "label_suggestion": false
    }
  }
]
```

**Step 2 — API call confirms the leak:**

```bash
curl -s "http://localhost:3000/api/v1/accounts/2/integrations/apps" \
  -H "access-token: <token>" \
  -H "client: <client>" \
  -H "uid: user@test.com" \
  | jq '.payload[] | select(.id == "openai") | {id, name, hooks: [.hooks[] | {id, app_id, settings}]}'
```

Response:

```json
{
  "id": "openai",
  "name": "OpenAI",
  "hooks": [
    {
      "id": 1,
      "app_id": "openai",
      "settings": {
        "api_key": "sk-test-secret-12345",
        "label_suggestion": false
      }
    }
  ]
}
```

Any admin user can extract the raw API key from the response. The same
applies to other integrations — Dialogflow exposes full Google service
account credentials, Linear exposes refresh tokens, etc.

## After fix

After applying this change, the GET
/api/v1/accounts/:id/integrations/apps endpoint no longer returns
sensitive secret values in hook settings. Instead, the response is
filtered using each integration’s visible_properties whitelist, ensuring
only safe, user-facing fields are exposed. For example, OpenAI
integrations return non-sensitive fields like label_suggestion while
excluding raw API keys. This prevents secrets from being exposed in the
browser network tab or API responses, even for authenticated admin
users.

```bash
curl -X GET "http://localhost:3000/api/v1/accounts/2/integrations/apps" \
  -H "Accept: application/json" \
  -H "Authorization: Bearer eyJhY2Nlc3MtdG9rZW4iOiJqZG5jOWg4TnljaWFJa3JlZkxGQzRnIiwidG9rZW4tdHlwZSI6IkJlYXJlciIsImNsaWVudCI6Ik81bjVnTDFEOVVhbGpwbWxjaHZNanciLCJleHBpcnkiOiIxNzgyMzMyNTA4IiwidWlkIjoidXNlckB0ZXN0LmNvbSJ9" \
  -H "access-token: jdnc9h8NyciaIkrefLFC4g" \
  -H "client: O5n5gL1D9UaljpmlchvMjw" \
  -H "uid: user@test.com" \
  | jq '.payload[] | select(.id == "openai") | {id, name, hooks: [.hooks[] | {id, app_id, settings}]}'
  % Total    % Received % Xferd  Average Speed   Time    Time     Time  Current
                                 Dload  Upload   Total   Spent    Left  Speed
100 10174  100 10174    0     0  33232      0 --:--:-- --:--:-- --:--:-- 33357
{
  "id": "openai",
  "name": "OpenAI",
  "hooks": [
    {
      "id": 1,
      "app_id": "openai",
      "settings": {
        "label_suggestion": false
      }
    }
  ]
}
```

## What changed

- Added `visible_properties` accessor to `Integrations::App` model to
expose the whitelist from config
- Updated `_hook.json.jbuilder` to filter `resource.settings` through
the associated app's `visible_properties` instead of returning the full
hash
- Added `visible_properties` to integrations that were missing it:
  - Linear: `[]` (settings contain refresh_token)
  - Notion: `[]` (OAuth-based, no user-facing settings)
- Slack: `['channel_name']` (UI needs this to display connected channel)
  - Shopify: `[]` (no settings)

App config metadata (`_app.json.jbuilder`) is left unchanged —
hook_type, settings_form_schema, etc. are not secrets and the frontend
depends on them.

## How to test

1. Create an OpenAI integration hook with an API key
2. As an admin, call `GET /api/v1/accounts/:id/integrations/apps`
3. Verify hook settings include `api_key` (whitelisted) but not raw
credential objects
4. For Dialogflow hooks, verify `credentials` (private key JSON) is
excluded while `project_id` is included
5. For Slack hooks, verify `channel_name` is still returned
6. For Linear hooks, verify `refresh_token` is not returned

---------

Co-authored-by: Botshelo Nokoane (Konstruktors) <botshelo@entersekt.com>
Co-authored-by: Sony Mathew <sony@chatwoot.com>
Co-authored-by: Sony Mathew <2040199+sony-mathew@users.noreply.github.com>
2026-06-14 06:53:13 +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
4d3196b02f feat: Show unread count for all conversations (#14627)
## Description

Adds the unread count for All Conversations to the left sidebar. The
unread counts API now returns an `all_count` aggregate based on the same
permission-scoped inbox counts already used for sidebar badges, and the
sidebar renders that backend-provided value on the All Conversations
item.

Fixes
[CW-7240](https://linear.app/chatwoot/issue/CW-7240/unread-count-for-all-conversations)

## 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/services/conversations/unread_counts/counter_spec.rb
spec/enterprise/services/conversations/unread_counts/counter_spec.rb
spec/controllers/api/v1/accounts/conversations_controller_spec.rb`
- `pnpm test
app/javascript/dashboard/store/modules/specs/conversationUnreadCounts/actions.spec.js
app/javascript/dashboard/store/modules/specs/conversationUnreadCounts/getters.spec.js
app/javascript/dashboard/store/modules/specs/conversationUnreadCounts/mutations.spec.js`
- `pnpm exec eslint
app/javascript/dashboard/components-next/sidebar/Sidebar.vue
app/javascript/dashboard/store/modules/conversationUnreadCounts.js
app/javascript/dashboard/store/modules/specs/conversationUnreadCounts/actions.spec.js
app/javascript/dashboard/store/modules/specs/conversationUnreadCounts/getters.spec.js
app/javascript/dashboard/store/modules/specs/conversationUnreadCounts/mutations.spec.js`
- `bundle exec rubocop
app/services/conversations/unread_counts/counter.rb
spec/services/conversations/unread_counts/counter_spec.rb
spec/enterprise/services/conversations/unread_counts/counter_spec.rb
spec/controllers/api/v1/accounts/conversations_controller_spec.rb`

## 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: Muhsin Keloth <muhsinkeramam@gmail.com>
2026-06-11 13:05:52 +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
8a3b129292 fix: Disable re-oauth flow for manual whatsapp (#13599)
Restrict the WhatsApp reauthorization flag to channels whose
provider_config source is 'embedded_signup'. Previously the view exposed
resource.channel.reauthorization_required? for all WhatsApp channels;
now it only returns true when (provider_config || {}).to_h['source'] ==
'embedded_signup' && resource.channel.reauthorization_required?. This
prevents showing reauthorization prompts for manual/API-key flows
(non-OAuth) and safely handles nil provider_config.

# Pull Request Template

## Description

Please include a summary of the change and issue(s) fixed. Also, mention
relevant motivation, context, and any dependencies that this change
requires.
Fixes  #13553 

## 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?

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
- [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
- [ ] Any dependent changes have been merged and published in downstream
modules

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Muhsin <12408980+muhsin-k@users.noreply.github.com>
2026-06-09 11:12:03 +04:00
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
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
Shivam MishraandGitHub 04ac9d3780 fix: use UPN for imap_login on Microsoft OAuth callback (#14522)
Outgoing email on a Microsoft email inbox was failing with `535 5.7.3
Authentication unsuccessful` immediately after the user
re-authenticated, while incoming (IMAP) continued to work. The root
cause is in our OAuth callback: we persist the id_token's `email` claim
into `channel.imap_login`, but Microsoft's SMTP AUTH (XOAUTH2) validates
the username against the access token's **UPN**, not the mailbox's
primary SMTP address or aliases. When those diverge — common in tenants
that use one domain for sign-in identities and another for mailbox
addresses — SMTP rejects every send.

This PR makes `OauthCallbackController#update_channel` prefer
`preferred_username` (v2.0) / `upn` (v1.0) from the id_token over
`email`, with `email` as the fallback so Google flows are unchanged.

## What changed

- `app/controllers/oauth_callback_controller.rb` — extract
`imap_login_identity` (default: `users_data['email']`, same as before).
`update_channel` now calls it instead of inlining the email claim. No
behavioural change in the base controller.
- `app/controllers/microsoft/callbacks_controller.rb` — override
`imap_login_identity` to return `preferred_username || upn || super`.
Provider-specific knowledge stays in the provider subclass; Google's
flow is literally untouched.
- `spec/controllers/microsoft/callbacks_controller_spec.rb` — adds one
example that reproduces the divergent shape (`email: <alias>`,
`preferred_username: <upn>`) and asserts `imap_login` lands on the UPN
while `channel.email` stays on the mailbox alias.

`channel.email` and `find_channel_by_email` still key on the id_token's
`email` claim everywhere, so customer-facing From identity and
reconnect-by-email matching are unchanged.

Behavioural matrix:

| Provider / shape | `imap_login` before | `imap_login` after |

|-----------------------------------------------------------------|---------------------|--------------------|
| Microsoft, `upn == email` (common case) | email | UPN (= email, same
string) |
| Microsoft, `upn != email` (e.g. UPN on one domain, mailbox alias on
another) | alias (broken) | UPN (works) |
| Google | email | email (no change, base impl used) |

## Why this happens (Microsoft side, for context)

Two facts that together produce the bug — one is documented, the other
we verified empirically because Microsoft's docs don't address it:

1. **`email` and `upn` are different claims and can legitimately
diverge.** In Entra, the UPN is the sign-in identity; the id_token's
`email` claim is the user's mailbox property (which can be a proxy
address). For v2.0 tokens (which is what we use —
`/common/oauth2/v2.0/token` in `MicrosoftConcern`), the documented
"username to sign in as" claim is `preferred_username`. See [ID token
claims
reference](https://learn.microsoft.com/en-us/entra/identity-platform/id-token-claims-reference).
So `users_data['email']` was the wrong source for `imap_login`; tenants
where UPN == primary SMTP happened to mask the bug.

2. **Exchange's XOAUTH2 SMTP rejects aliases in the `user=` field, even
though IMAP accepts them.** This asymmetry is **not** in [Microsoft's
canonical XOAUTH2
doc](https://learn.microsoft.com/en-us/exchange/client-developer/legacy-protocols/how-to-authenticate-an-imap-pop-smtp-application-by-using-oauth)
— the doc treats the SASL `user=` field uniformly across IMAP, POP, and
SMTP, with only a shared-mailbox carve-out spelled out. We confirmed the
SMTP-strict behaviour empirically by running an XOAUTH2 AUTH probe with
the same access token: `user=<alias>` returned `535 5.7.3`, `user=<UPN>`
returned `235`. Same token, only the `user=` field differed. That's what
tied the symptom to claim-shape.

Hence the patch: read the documented "sign-in name" claim and persist
that, not the customer-facing mailbox address.

## How to reproduce (before the fix)

1. Set up a Microsoft email inbox in a tenant where the user's UPN
domain differs from the user's primary SMTP / mailbox domain (e.g. UPN
`user@tenant-a.example`, mailbox `User@tenant-b.example` where
`tenant-b.example` is a proxy address on the same mailbox).
2. Connect or re-authenticate the inbox through the standard flow.
3. Inspect the channel:
   ```ruby
ch.imap_login # => "User@tenant-b.example" (alias — wrong)
   token = ch.provider_config['access_token']
JSON.parse(Base64.urlsafe_decode64(token.split('.')[1].then { |s| s +
'=' * (-s.length % 4) }))['upn']
   # => "user@tenant-a.example"  (UPN — what SMTP actually needs)
   ```
4. Send a reply. SMTP returns `535 5.7.3 Authentication unsuccessful`.
Incoming IMAP continues to work fine.

After the fix, `imap_login` is set to the UPN at callback time and SMTP
succeeds.

## Notes for review

- The id_token decoding path (`users_data`) already exists and is
trusted by the rest of the callback — no new attack surface.
- Scoped to Microsoft on purpose. A provider-agnostic fallback chain in
the base controller would also have worked (Google id_tokens don't carry
`preferred_username` / `upn`, so it'd land on email anyway), but keeping
Google's code path identical to today removes any risk of an unintended
interaction with whatever a future Google update might add to its
id_token. Pattern matches the existing `find_channel_by_email` override
Google already has.
- The [id_token claims
reference](https://learn.microsoft.com/en-us/entra/identity-platform/id-token-claims-reference)
warns that `preferred_username` is mutable and "can't be used to make
authorization decisions." That warning targets apps using the claim as a
stable cross-session identifier for app-level authz — we're not. We use
it as the SASL `user=` string for SMTP AUTH, validated by Microsoft
against the same token it just issued. The claim's mutability matters
only if a tenant admin renames a UPN between re-auths, in which case the
stored `imap_login` goes stale and SMTP 535s — but the pre-patch code
has the identical mutability characteristic on the `email` claim (rename
a mailbox's primary SMTP and you get the same stale-then-535). The patch
doesn't enlarge that failure surface; it shrinks it, because
UPN-vs-alias divergence is now handled rather than always-broken.
- Related but out of scope: SMTP failures don't trigger
`channel.authorization_error!` today. `ExceptionList::SMTP_EXCEPTIONS`
(`lib/exception_list.rb`) only contains `Net::SMTPSyntaxError`;
`Net::SMTPAuthenticationError` bubbles unhandled, and
`ApplicationMailer#handle_smtp_exceptions` only logs. So a 535 — whether
from this bug or any other identity drift — never prompts re-auth in the
UI, unlike the IMAP path (`fetch_imap_emails_job` catches
`OAuth2::Error` and calls `authorization_error!`). Worth a separate PR;
flagging here so we don't pretend stale-identity SMTP errors are
self-healing.
- The alternative I considered — decoding the access token's `upn`
directly — is more correct in principle but relies on Microsoft access
tokens being JWTs, which is undocumented behaviour for the
`outlook.office.com` audience and contradicts the [docs
guidance](https://learn.microsoft.com/en-us/entra/identity-platform/access-tokens)
that access tokens are opaque to clients.
- **Not addressed here, flagging for follow-up:** existing channels that
were re-authenticated before this fix still hold the alias in
`imap_login` and will keep 535ing until the user re-auths again. A
one-shot rake task could decode the stored access tokens and reconcile,
but fixing forward via natural re-auth is lower-risk; let me know if you
want the backfill.
- Also out of scope: `app/mailers/conversation_reply_mailer_helper.rb`
reads `provider_config['access_token']` raw without going through
`Microsoft::RefreshOauthTokenService`, while the IMAP path refreshes.
That's a real asymmetry but unrelated to this bug (the token here was
minutes-old) and worth its own PR.
2026-06-02 13:26:30 +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
Shivam MishraandGitHub 94daf26ead chore: update jwt and faraday (#14577)
This PR updates two dependencies — `faraday` (2.14.1 → 2.14.2) and `jwt`
(2.10.1 → 2.10.3) — to pick up security patches flagged by
`bundle-audit`. Both are bumped to the minimal patched release within
their existing major lines to keep the blast radius small.

### Faraday

`Faraday::Connection#build_exclusive_url` still allowed a
protocol-relative host override when the request target was passed as a
`URI` object (rather than a `String`), bypassing the earlier fix for the
string-based variant (CVE-2026-25765 / GHSA-33mh-2634-fwr2). On a
fixed-base connection this could redirect a request to an
attacker-controlled host while still forwarding connection-scoped
headers such as `Authorization` — i.e. off-host request forgery
(CVE-2026-33637 / GHSA-5rv5-xj5j-3484).

The fix is a clean patch bump to `2.14.2`, within Faraday's existing
version range — no API changes and no other gems affected.

### JWT

`jwt` 2.10.1 accepts an empty/`nil` HMAC key during verification:
`JWT.decode(token, "", true, algorithm: 'HS256')` (and keyfinder paths
returning `""`/`nil`) verify a forged token, because the empty-key HMAC
digest is treated as valid and `enforce_hmac_key_length` defaults to
`false` (CVE-2026-45363, High).

The advisory offers two fixes — `~> 2.10.3` or `>= 3.2.0`. We chose
**2.10.3** deliberately: jumping to 3.x cascaded into upgrading
`oauth2`, `twilio-ruby`, `googleauth`, `web-push`, and `signet` (all
pinned `jwt < 3.0`), and `jwt` is used directly in 8+ places here (token
services, OAuth callbacks, integration helpers), so a major bump carries
real breakage risk for no extra security benefit. The Gemfile is pinned
`'~> 2.10', '>= 2.10.3'` to hold the 2.x line.

**Spec changes.** 2.10.3 tightens key handling: HMAC sign/verify now
raises on a `nil`, empty, or non-`String` key instead of silently
coercing it. A few specs relied on the old lax behaviour and needed
updating:

- `microsoft` / `google` callback specs built unsigned ID tokens via
`JWT.encode(payload, false)`. Replaced with the correct unsigned form,
`JWT.encode(payload, nil, 'none')`.
- `instagram` / `linear` / `shopify` helper specs have a "client secret
not configured" context where `client_secret` is `nil`. Their shared
`valid_token` `let` signed with that `nil` secret, which Ruby evaluates
before the helper runs — now raising. Since the helper short-circuits on
the blank secret and never decodes the token, those contexts now
override `valid_token` with a throwaway string.

**Production is unaffected.** Every production HMAC path uses a real,
non-empty key — `Rails.application.secret_key_base` (`BaseTokenService`,
`Widget::TokenService`) or a client secret guarded by `return if
client_secret.blank?` (Instagram/TikTok/Shopify/Linear helpers). The one
`nil`-key call, `JWT.decode(id_token, nil, false)` in
`OauthCallbackController`, runs with verification disabled, so the key
is never inspected. Twilio voice tokens use `Twilio::JWT::AccessToken`
from `twilio-ruby`, not this gem. The specs failed precisely because
they exercised the unsafe empty-key pattern the patch now blocks —
production never did.
2026-05-27 14:43:23 +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
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
40deaef458 feat: Store WhatsApp BSUID identifiers from inbound webhooks (#14436)
Adds storage support for WhatsApp business-scoped user identifiers
received from Meta Cloud API and Twilio WhatsApp webhooks. The change
keeps existing phone-based behavior intact, stores BSUID and parent
BSUID values as additional `contact_inboxes.source_id` rows for the same
contact, and allows BSUID-only inbound messages to create contacts,
conversations, and messages without requiring a phone number.

Related: https://github.com/chatwoot/chatwoot/issues/13837

**What changed**
- Extended WhatsApp source ID validation to accept regular BSUID and
parent BSUID formats.
- For Meta Cloud API, stores phone, `user_id`, and `parent_user_id`
identifiers as contact inbox source IDs when they are present.
- For Twilio WhatsApp, stores phone, `ExternalUserId`, and
`ParentExternalUserId` identifiers as contact inbox source IDs while
preserving the existing `whatsapp:` Twilio source ID shape.
- Supports BSUID-only inbound messages by creating a contact, contact
inbox, conversation, and message even when the phone number is missing.
- Links phone-first and later BSUID-only messages to the same contact
when the first payload contains both phone and BSUID.
- Stores WhatsApp usernames in contact `additional_attributes`, matching
existing social channel patterns.
- Keeps existing phone-based outbound and new-conversation behavior
unchanged for this milestone.

**How to test**
1. Send a Meta Cloud webhook payload with both `wa_id` and `user_id`.
2. Verify Chatwoot creates or finds the phone `contact_inbox` and also
creates a BSUID `contact_inbox` for the same contact.
3. Send a later Meta Cloud payload for the same user with only `user_id`
/ `from_user_id`.
4. Verify Chatwoot finds the BSUID `contact_inbox` and creates the
inbound message without requiring a phone number.
5. Send a Twilio WhatsApp webhook with `From: whatsapp:+E164`,
`ExternalUserId`, and optionally `ParentExternalUserId`.
6. Verify Chatwoot stores the Twilio phone and BSUID identifiers as
`whatsapp:`-prefixed source IDs for the same contact.
7. Send a Twilio WhatsApp webhook where `From` is `whatsapp:<BSUID>` and
there is no phone number.
8. Verify Chatwoot creates the contact, contact inbox, conversation, and
message without a phone number.

---------

Co-authored-by: Muhsin <12408980+muhsin-k@users.noreply.github.com>
2026-05-20 13:36:43 +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
64585faff0 feat: Add a documentation layout design for public help center portal (#14403)
https://github.com/user-attachments/assets/fc4d15f9-2b54-4627-940f-94772ec739b1

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2026-05-18 12:30:08 -07:00
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
Aakash BakhleandGitHub 059d840272 feat: Refresh llm settings when superadmin configs change [AI-151] (#14388)
# Pull Request Template

## Description

fixes:
https://linear.app/chatwoot/issue/AI-151/captains-super-admin-config-dont-get-applied-into-rails-without

## 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.
specs and locally

To test locally: 
go to super admin -> settings -> captain -> Change endpoint to something
incorrect
go to local app -> captain -> playground -> try chatting (should fail
due to incorrect endpoint)

now in super admin captain settings, set the correct endpoint then chat
in playground. Now it should work.

Current develop code doesn't reflect the changes in installation config
for captain instantly, needs a server restart.

## 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
2026-05-18 14:08:26 +05:30
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
fbcb89e955 fix(swagger): prevent path traversal in docs controller (#14458)
This hardens the development/test Swagger docs endpoint by ensuring
requested files are resolved only within the `swagger/` directory.

This did not affect production security because the Swagger controller
only renders files in development or test environments; production
already returns `404`. The change still closes the scanner finding and
prevents future automated reports from flagging the development-only
path.

## Closes

Addresses: GHSA-xhp7-ggjq-p2rg

## How to reproduce

1. Start Chatwoot locally in development.
2. Visit `/swagger/%2Fetc%2Fpasswd`.
3. Before this change, the endpoint could render files outside the
Swagger directory in development/test.

## What changed

- Resolve Swagger file requests relative to `Rails.root/swagger`.
- Return `404` when the resolved path is outside the Swagger directory
or does not point to a file.
- Strip leading slashes from derived request paths.
- Add a request spec for the encoded absolute-path case.

## How to test

1. Start the app locally.
2. Visit `/swagger` and confirm the ReDoc page loads.
3. Visit `/swagger/swagger.json` and confirm the Swagger JSON loads.
4. Visit `/swagger/%2Fetc%2Fpasswd` and confirm it returns `404` with no
file contents.

Note: `bundle exec rspec spec/controllers/swagger_controller_spec.rb`
was passing locally earlier during this fix. A final rerun before
opening the PR was blocked because local Postgres on `localhost:5432`
was not accepting connections.

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2026-05-14 18:52:14 +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
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
7a7db22a43 fix: Implement resend confirmation feature for login page (#11970)
# Pull Request Template

## Description

This PR fixes the non-functional resend confirmation feature on the V3
login page where clicking "Resend confirmation" did nothing. The issue
was caused by the V3 store not having the `resendConfirmation` action
that the login page was trying to dispatch.

**Key improvements:**
- Fixed V3 store integration by importing `resendConfirmation` directly
from auth API
- Added comprehensive UX improvements with loading states and 60-second
cooldown timer
- Implemented environment-aware debug logging for development
- Added proper error handling and user feedback
- Enhanced backend test coverage

**Context:** Users with unconfirmed accounts were unable to resend
confirmation emails from the login page, creating a poor user experience
and potential support burden.

Fixes #3157

## Type of change

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

## How Has This Been Tested?

**Backend Testing:**
- All existing resend_confirmation tests passing (7/7)
- Added comprehensive new test suite in
`spec/requests/api/v1/resend_confirmation_spec.rb`
- API endpoint returns 200 OK responses in ~0.39 seconds
- Email delivery confirmed via SMTP with test user `info@airbonar.com`

**Frontend Testing:**
- All frontend tests passing 
- ESLint compliant code with automatic corrections applied
- Manual testing of login page functionality:
  - 60-second cooldown timer with countdown display
  - Error handling with user-friendly messages
  - Development logging works (console output in dev mode only)

**Test Configuration:**
- Ruby/Rails backend with RSpec test suite
- Vue.js frontend with Jest/testing-library
- Development environment with Gmail SMTP configured
- Test user: unconfirmed account `info@airbonar.com`

**Reproduction Steps:**
1. Navigate to login page with unconfirmed account
2. Click "Resend confirmation link"
3. Observe loading state, API call, and success feedback
4. Verify 60-second cooldown prevents spam
5. Check email delivery.

## Checklist:

- [ ] 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: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
Co-authored-by: Sony Mathew <2040199+sony-mathew@users.noreply.github.com>
Co-authored-by: Sony Mathew <sony@chatwoot.com>
2026-05-07 15:13:04 +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
a9ac1c633d fix: added HMAC validation for Whatsapp and Instagram webhooks (#14280)
## Description
* Added Meta webhook HMAC validation in meta_token_verify_concern.rb.
* Wired it into instagram_controller.rb and whatsapp_controller.rb.
* WhatsApp now verifies X-Hub-Signature-256 with WHATSAPP_APP_SECRET.
* Instagram now verifies with either FB_APP_SECRET or
INSTAGRAM_APP_SECRET.
* Updated request specs so missing/invalid signatures return 401 and
valid signatures still enqueue jobs.


Fixes # (issue):
[CW-6786](https://linear.app/chatwoot/issue/CW-6786/ghsa-7rw7-pc8v-mrr3-unauthenticated-message-injection-via-missing)

## 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?

* Updated the controller specs and ran them successfully.
* The original issue is no longer reproducible.


## 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: Muhsin Keloth <muhsinkeramam@gmail.com>
2026-05-05 15:01:11 +05:30
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
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
035d2858f5 fix(agent-bots): destroy permissibles on AgentBot deletion and skip orphans in index (#14273)
\`GET /platform/api/v1/agent_bots\` returns 500 when any \`AgentBot\`
that was previously registered with a Platform App has since been
deleted. The bug was introduced by a missing \`dependent: :destroy\` on
the \`AgentBot\` model — deleting a bot left orphaned rows in
\`platform_app_permissibles\`, which the index action later iterated
over and crashed rendering with a \`NoMethodError\` on \`nil\`.

Closes #13407

## Root cause

The index action loads all \`platform_app_permissibles\` for the
platform app and passes each \`resource.permissible\` (the associated
\`AgentBot\`) to a Jbuilder partial. When the \`AgentBot\` no longer
exists, \`resource.permissible\` returns \`nil\` and the partial crashes
calling \`.id\`, \`.name\`, etc. on it.

Every other \`AgentBot\` association (\`agent_bot_inboxes\`,
\`messages\`, \`assigned_conversations\`) had a \`dependent:\` option —
\`platform_app_permissibles\` was the only one missing it. There was
also an N+1 query: the index fired a separate SQL query per permissible
to load each bot.

## What changed

**1. Model — prevent orphans at deletion time**
\`\`\`ruby
has_many :platform_app_permissibles, as: :permissible, dependent:
:destroy
\`\`\`

**2. Controller — eager-load to eliminate N+1**
\`\`\`ruby
@resources = @platform_app.platform_app_permissibles
               .where(permissible_type: 'AgentBot')
               .includes(:permissible)
\`\`\`

**3. Jbuilder — defensive nil guard for pre-existing orphans**
\`\`\`ruby
bot = resource.permissible
next if bot.nil?
json.partial! '...', resource: bot
\`\`\`

## Trade-offs considered

| Option | Decision |
|---|---|
| Rescue \`NoMethodError\` in jbuilder | Hides the failure rather than
fixing it. Rejected. |
| Only add the nil guard, skip the model fix | Leaves the data integrity
gap open — future deletions continue creating orphans. Rejected. |
| Both layers (chosen) | Model fix prevents new orphans; nil guard is
defence-in-depth for any orphans that survived before deployment. |
| \`dependent: :nullify\` | Doesn't apply — a nullified permissible
would still cause the same nil dereference. Rejected. |

## How to reproduce

1. Create an AgentBot via the Platform API
2. Delete the AgentBot via any path (admin UI, API, or direct model
call)
3. Call \`GET /platform/api/v1/agent_bots\` with a Platform App token
4. Observe 500

After this fix, the endpoint returns 200 with an empty array.

Co-authored-by: Ramalau Debeila <rdebeila@datacentrix.co.za>
2026-04-27 19:17:32 +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
Muhsin KelothandGitHub ca66218cb9 Revert: Validate Twilio webhook signatures (X-Twilio-Signature) (#14125)
Reverts chatwoot/chatwoot#13638
2026-04-21 19:16:08 +04:00
6928f14a76 fix: Validate Twilio webhook signatures (X-Twilio-Signature) (#13638)
Fixes #13619

## Summary

- Add `TwilioSignatureVerifyConcern` that validates the
`X-Twilio-Signature` header using `Twilio::Security::RequestValidator`
(already bundled via `twilio-ruby` gem)
- Include the concern in `Twilio::CallbackController` and
`Twilio::DeliveryStatusController` — both endpoints were previously
accepting requests from any source with no authentication
- Channels using API key authentication (`api_key_sid` present) skip
validation with a warning log, since Twilio signs with the account auth
token which isn't stored for those channels

## How it works

1. `before_action` looks up the `Channel::TwilioSms` from request params
(`MessagingServiceSid` or `AccountSid` + phone number)
2. Validates the HMAC-SHA1 signature using the channel's auth token
3. Returns `403 Forbidden` if signature is invalid, missing, or channel
not found
4. Handles reverse proxy URL reconstruction via `X-Forwarded-Proto`
header

Follows the same pattern used by `Webhooks::ShopifyController` and
`Webhooks::TiktokController`.

## Test plan

- [x] Valid signature → 204 No Content, job enqueued
- [x] Invalid signature → 403 Forbidden, job not enqueued
- [x] Missing signature header → 403 Forbidden
- [x] Channel not found → 403 Forbidden
- [x] API key channel → skips validation, job enqueued (with warning
log)
- [x] MessagingServiceSid lookup → validates and enqueues
- [x] All existing Twilio service/job specs pass (99 examples, 0
failures)

---------

Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
2026-04-21 13:44:25 +04:00
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
Sojan JoseandGitHub aee979ee0b fix: add explicit remove assignment actions to macros and automations (#12172)
This updates macros and automations so agents can explicitly remove
assigned agents or teams, while keeping the existing `Assign -> None`
flow working for backward compatibility.

Fixes: #7551
Closes: #7551

## Why
The original macro change exposed unassignment only through `Assign ->
None`, which made macros behave differently from automations and left
the explicit remove actions inconsistent across the product. This keeps
the lower-risk compatibility path and adds the explicit remove actions
requested in review.

## What this change does
- Adds `Remove Assigned Agent` and `Remove Assigned Team` as explicit
actions in macros.
- Adds the same explicit remove actions in automations.
- Keeps `Assign Agent -> None` and `Assign Team -> None` working for
existing behavior and stored payloads.
- Preserves backward compatibility for existing macro and automation
execution payloads.
- Downmerges the latest `develop` and resolves the conflicts while
keeping both the new remove actions and current `develop` behavior.

## Validation
- Verified both remove actions are available and selectable in the macro
editor.
- Verified both remove actions are available and selectable in the
automation builder.
- Applied a disposable macro with `Remove Assigned Agent` and `Remove
Assigned Team` on a real conversation and confirmed both fields were
cleared.
- Applied a disposable macro with `Assign Agent -> None` and `Assign
Team -> None` on a real conversation and confirmed both fields were
still cleared.
2026-04-16 15:57:41 +05:30