Compare commits

...
Author SHA1 Message Date
Tanmay Deep Sharma bc8ad35f22 fix(security): keep fallback templates running when captain feature is revoked 2026-07-23 13:29:21 +05:30
Tanmay Deep Sharma c86f7539a2 fix(security): enable sla feature in enterprise conversations spec 2026-07-23 13:24:20 +05:30
Tanmay Deep Sharma 0d4fd30eaa Merge remote-tracking branch 'origin/develop' into fix/premium-feature-and-agent-guards
# Conflicts:
#	app/controllers/api/v1/accounts/agents_controller.rb
2026-07-23 13:09:39 +05:30
Muhsin KelothandGitHub 34ad78b122 fix(instagram): remove resolved restriction banners (#15136) 2026-07-23 12:56:21 +05:30
Shivam MishraandGitHub ddb0535a93 perf: reuse resolved count for reopen rate (#15122)
This improves the Captain overview by loading reporting metrics and FAQ
stats from separate endpoints. Range changes now refresh only the
metrics, while reopen-rate calculation reuses the resolved conversation
count to avoid redundant database queries.

## What changed

- Split Captain overview metrics and FAQ stats into separate APIs.
- Fetch FAQ stats independently from range-based metrics.
- Reuse resolved conversation totals when calculating reopen rate.
- Skip the reopen query when there are no resolved conversations.
2026-07-22 22:03:25 +05:30
Sivin VargheseandGitHub 42cbf7d3b9 fix: stray backslash after hard breaks before formatted list items (#15112) 2026-07-22 20:07:00 +05:30
887897ea98 fix: lock agent quota checks (#15029)
# Pull Request Template

## Description

Locks the agent quota check to the account row while creating account
users. This fixes a race where concurrent agent-create requests could
all observe the same remaining seat before any `account_users` row was
inserted.

The API continues to return the existing `402 Account limit exceeded.
Please purchase more licenses` response when the limit is reached. Bulk
create now preflights the requested email count while holding the
account lock, then creates each agent through the same locked builder
path. The Enterprise custom-role hook now no-ops when create did not
produce an agent.

Fixes:
[CW-7039](https://linear.app/chatwoot/issue/CW-7039/race-condition-in-agent-creation-bypasses-plan-agent-seat-limit)

## Type of change

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

## How Has This Been Tested?

- `POSTGRES_DATABASE=chatwoot_test_c20f_agent_quota REDIS_DB=9 bundle
exec rspec spec/builders/agent_builder_spec.rb
spec/enterprise/builders/agent_builder_spec.rb
spec/controllers/api/v1/accounts/agents_controller_spec.rb
spec/enterprise/controllers/api/v1/accounts/agents_controller_spec.rb
spec/enterprise/controllers/enterprise/api/v1/accounts/agents_controller_spec.rb`
- `bundle exec rubocop app/builders/agent_builder.rb
app/controllers/api/v1/accounts/agents_controller.rb
enterprise/app/controllers/enterprise/api/v1/accounts/agents_controller.rb
spec/builders/agent_builder_spec.rb
spec/enterprise/controllers/api/v1/accounts/agents_controller_spec.rb`
- `git diff --check`
- One-off threaded Rails validation with 8 concurrent `AgentBuilder`
calls against an account with one remaining seat: `created: 1`,
`limited: 7`, final `count=2`, `limit=2`.

## 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>
2026-07-22 18:43:00 +05:30
Tanmay Deep SharmaandGitHub 6dc66cac0a Merge branch 'develop' into fix/premium-feature-and-agent-guards 2026-07-22 18:00:41 +05:30
Tanmay Deep Sharma 5bf6c0ddc3 fix(security): enforce premium flags on SLA automation, Captain runtime, and v2-only scenarios 2026-07-22 17:59:05 +05:30
8aee518149 fix(integrations): restrict Linear/Notion/Shopify hook deletion to admins (#15126)
Non-admin agents could delete an account's Linear, Notion, or Shopify
integration through the dedicated integration endpoints, which — unlike
the generic hooks endpoint — never checked the caller's role. This
restores the intended admin-only boundary for removing an integration.

## Closes
- https://linear.app/chatwoot/issue/CW-7383
- https://linear.app/chatwoot/issue/CW-7384
- https://linear.app/chatwoot/issue/CW-7189

## How to reproduce
As a non-admin **agent**, `DELETE
/api/v1/accounts/:id/integrations/{linear,notion,shopify}` returned
`200` and removed the account-wide integration. After this change it
returns `401` and the integration is preserved; administrators can still
remove it.

## What changed
- Route integration-hook deletion through `HookPolicy` (admin-only) via
a shared `Integrations::BaseController`, matching the generic hooks
controller.

Co-authored-by: Vishnu Narayanan <iamwishnu@gmail.com>
2026-07-22 17:53:25 +05:30
Tanmay Deep Sharma 3b6e07c737 fix(security): gate custom_role and SLA assignment on their premium feature flags 2026-07-22 17:45:59 +05:30
Vishnu NarayananandGitHub 5733b822e3 fix: guard widget email-transcript button against repeat clicks (#15095)
## Description

The widget email-transcript button (`ChatFooter.vue`) had no client-side
guard. Its visibility depends only on whether the contact has an email,
and the click handler fired a request on every click with no in-flight
lock, no disabled state, and no post-send handling. A user could
therefore trigger a large number of duplicate transcript emails from a
single conversation just by clicking repeatedly.

This adds a re-entry guard in the handler, disables the button while a
send is in flight, and applies a short cooldown (15s) after a successful
send. Normal use is unaffected: the button sends once, shows the success
toast, then briefly disables and automatically re-enables so a genuine
later re-request still works. On failure the button stays enabled so the
user can retry immediately. The cooldown timer is cleared on unmount.

Using a timed cooldown (rather than a permanent post-send lock) also
avoids the button getting stuck disabled if a resolved conversation is
reopened and later re-resolved.

This is the client-side complement to the server-side rate limit added
in #15085.

Fixes https://linear.app/chatwoot/issue/CW-7640
2026-07-22 17:36:36 +05:30
Tanmay Deep Sharma 33913d9585 fix(security): gate copilot on Captain feature and guard enterprise agent seat race 2026-07-22 17:36:08 +05:30
Tanmay Deep Sharma 746abd8b28 Merge remote-tracking branch 'origin/develop' into fix/premium-feature-and-agent-guards
# Conflicts:
#	enterprise/app/controllers/api/v1/accounts/captain/assistant_responses_controller.rb
#	enterprise/app/controllers/api/v1/accounts/captain/assistants_controller.rb
#	enterprise/app/controllers/api/v1/accounts/captain/bulk_actions_controller.rb
#	enterprise/app/controllers/api/v1/accounts/captain/documents_controller.rb
#	enterprise/app/controllers/api/v1/accounts/captain/inboxes_controller.rb
#	enterprise/app/controllers/api/v1/accounts/captain/scenarios_controller.rb
2026-07-22 17:25:29 +05:30
Tanmay Deep Sharma 3b7a2c2b0e fix(security): restrict participating scope, agent seat race, and premium feature access 2026-07-22 17:21:33 +05:30
58 changed files with 402 additions and 217 deletions
+19 -3
View File
@@ -2,6 +2,14 @@
# It initializes with necessary attributes and provides a perform method
# to create a user and account user in a transaction.
class AgentBuilder
LIMIT_EXCEEDED_MESSAGE = 'Account limit exceeded. Please purchase more licenses'.freeze
class LimitExceededError < StandardError
def initialize
super(AgentBuilder::LIMIT_EXCEEDED_MESSAGE)
end
end
# Initializes an AgentBuilder with necessary attributes.
# @param email [String] the email of the user.
# @param name [String] the name of the user.
@@ -14,15 +22,23 @@ class AgentBuilder
# Creates a user and account user in a transaction.
# @return [User] the created user.
def perform
ActiveRecord::Base.transaction do
@user = find_or_create_user
create_account_user
account.with_lock do
raise LimitExceededError unless can_add_agent?
ActiveRecord::Base.transaction do
@user = find_or_create_user
create_account_user
end
end
@user
end
private
def can_add_agent?
account.usage_limits[:agents] > account.account_users.count
end
# Finds a user by email or creates a new one with a temporary password.
# @return [User] the found or created user.
def find_or_create_user
@@ -1,8 +1,6 @@
class Api::V1::Accounts::AgentsController < Api::V1::Accounts::BaseController
before_action :fetch_agent, except: [:create, :index, :bulk_create]
before_action :check_authorization
before_action :validate_limit, only: [:create]
before_action :validate_limit_for_bulk_create, only: [:bulk_create]
def index
@agents = agents
@@ -20,6 +18,8 @@ class Api::V1::Accounts::AgentsController < Api::V1::Accounts::BaseController
)
@agent = builder.perform
rescue AgentBuilder::LimitExceededError => e
render_payment_required(e.message)
end
def update
@@ -36,25 +36,13 @@ class Api::V1::Accounts::AgentsController < Api::V1::Accounts::BaseController
def bulk_create
emails = params[:emails]
emails.each do |email|
builder = AgentBuilder.new(
email: email,
name: email.split('@').first,
inviter: current_user,
account: Current.account
)
begin
builder.perform
rescue ActiveRecord::RecordInvalid => e
Rails.logger.info "[Agent#bulk_create] ignoring email #{email}, errors: #{e.record.errors}"
end
end
bulk_create_agents(emails)
# This endpoint is used to bulk create agents during onboarding
# onboarding_step key in present in Current account custom attributes, since this is a one time operation
Current.account.custom_attributes.delete('onboarding_step')
Current.account.save!
clear_onboarding_step
head :ok
rescue AgentBuilder::LimitExceededError => e
render_payment_required(e.message)
end
private
@@ -87,22 +75,33 @@ class Api::V1::Accounts::AgentsController < Api::V1::Accounts::BaseController
@agents ||= Current.account.users.order_by_full_name.includes(:account_users, { avatar_attachment: [:blob] })
end
def validate_limit_for_bulk_create
limit_available = params[:emails].count <= available_agent_count
def bulk_create_agents(emails)
Current.account.with_lock do
raise AgentBuilder::LimitExceededError if emails.count > available_agent_count
render_payment_required('Account limit exceeded. Please purchase more licenses') unless limit_available
emails.each { |email| create_agent_from_email(email) }
end
end
def validate_limit
render_payment_required('Account limit exceeded. Please purchase more licenses') unless can_add_agent?
def create_agent_from_email(email)
builder = AgentBuilder.new(
email: email,
name: email.split('@').first,
inviter: current_user,
account: Current.account
)
builder.perform
rescue ActiveRecord::RecordInvalid => e
Rails.logger.info "[Agent#bulk_create] ignoring email #{email}, errors: #{e.record.errors}"
end
def clear_onboarding_step
Current.account.custom_attributes.delete('onboarding_step')
Current.account.save!
end
def available_agent_count
Current.account.usage_limits[:agents] - agents.count
end
def can_add_agent?
available_agent_count.positive?
Current.account.usage_limits[:agents] - Current.account.account_users.count
end
def delete_user_record(agent)
@@ -0,0 +1,9 @@
class Api::V1::Accounts::Integrations::BaseController < Api::V1::Accounts::BaseController
private
# Managing an integration hook (create/update/destroy) is admin-only, enforced via HookPolicy.
# Subclasses opt in per action with `before_action :check_authorization, only: [...]`.
def check_authorization
authorize(:hook)
end
end
@@ -1,4 +1,4 @@
class Api::V1::Accounts::Integrations::HooksController < Api::V1::Accounts::BaseController
class Api::V1::Accounts::Integrations::HooksController < Api::V1::Accounts::Integrations::BaseController
before_action :fetch_hook, except: [:create]
before_action :check_authorization
@@ -35,10 +35,6 @@ class Api::V1::Accounts::Integrations::HooksController < Api::V1::Accounts::Base
@hook = Current.account.hooks.find(params[:id])
end
def check_authorization
authorize(:hook)
end
def permitted_params
params.require(:hook).permit(:app_id, :inbox_id, :status, settings: {})
end
@@ -1,6 +1,7 @@
class Api::V1::Accounts::Integrations::LinearController < Api::V1::Accounts::BaseController
class Api::V1::Accounts::Integrations::LinearController < Api::V1::Accounts::Integrations::BaseController
before_action :fetch_conversation, only: [:create_issue, :link_issue, :unlink_issue, :linked_issues]
before_action :fetch_hook, only: [:destroy]
before_action :check_authorization, only: [:destroy]
def destroy
revoke_linear_token
@@ -1,5 +1,6 @@
class Api::V1::Accounts::Integrations::NotionController < Api::V1::Accounts::BaseController
class Api::V1::Accounts::Integrations::NotionController < Api::V1::Accounts::Integrations::BaseController
before_action :fetch_hook, only: [:destroy]
before_action :check_authorization, only: [:destroy]
def destroy
@hook.destroy!
@@ -1,7 +1,8 @@
class Api::V1::Accounts::Integrations::ShopifyController < Api::V1::Accounts::BaseController
class Api::V1::Accounts::Integrations::ShopifyController < Api::V1::Accounts::Integrations::BaseController
include Shopify::IntegrationHelper
before_action :setup_shopify_context, only: [:orders]
before_action :fetch_hook, except: [:auth]
before_action :check_authorization, only: [:destroy]
before_action :validate_contact, only: [:orders]
def auth
+2 -1
View File
@@ -142,7 +142,8 @@ class ConversationFinder
conversation_ids = current_account.mentions.where(user: current_user).pluck(:conversation_id)
@conversations = @conversations.where(id: conversation_ids)
when 'participating'
@conversations = current_user.participating_conversations.where(account_id: current_account.id)
participating_ids = current_user.participating_conversations.where(account_id: current_account.id).select(:id)
@conversations = @conversations.where(id: participating_ids)
when 'unattended'
@conversations = @conversations.unattended
end
@@ -26,13 +26,20 @@ class CaptainAssistant extends ApiClient {
});
}
getStats({ assistantId, range, signal }) {
getMetrics({ assistantId, range, signal }) {
const requestConfig = {
params: { range, timezone_offset: getTimezoneOffset() },
};
if (signal) requestConfig.signal = signal;
return axios.get(`${this.url}/${assistantId}/stats`, requestConfig);
return axios.get(`${this.url}/${assistantId}/metrics`, requestConfig);
}
getFaqStats({ assistantId, signal }) {
const requestConfig = {};
if (signal) requestConfig.signal = signal;
return axios.get(`${this.url}/${assistantId}/faq_stats`, requestConfig);
}
getSummary({ assistantId, range, stats }) {
@@ -8,6 +8,8 @@ import {
EditorState,
Selection,
imageResizeView,
toggleMark,
wrapInList,
} from '@chatwoot/prosemirror-schema';
import {
suggestionsPlugin,
@@ -17,8 +19,6 @@ import imagePastePlugin from '@chatwoot/prosemirror-schema/src/plugins/image';
import embedPreviewPlugin from '@chatwoot/prosemirror-schema/src/plugins/embedPreview';
import trailingParagraphPlugin from '@chatwoot/prosemirror-schema/src/plugins/trailingParagraph';
import { embeds as markdownEmbeds } from 'dashboard/helper/markdownEmbeds';
import { toggleMark } from 'prosemirror-commands';
import { wrapInList } from 'prosemirror-schema-list';
import { toggleBlockType } from '@chatwoot/prosemirror-schema/src/menu/common';
import { checkFileSizeLimit } from 'shared/helpers/FileHelper';
import { isEscape } from 'shared/helpers/KeyboardHelpers';
@@ -33,9 +33,7 @@ import {
// constants
import { BUS_EVENTS } from 'shared/constants/busEvents';
import { REPLY_POLICY } from 'shared/constants/links';
import wootConstants, {
META_RESTRICTION_STATUS_URL,
} from 'dashboard/constants/globals';
import wootConstants from 'dashboard/constants/globals';
import { LOCAL_STORAGE_KEYS } from 'dashboard/constants/localStorage';
import { INBOX_TYPES } from 'dashboard/helper/inbox';
@@ -95,7 +93,6 @@ export default {
currentUserId: 'getCurrentUserID',
listLoadingStatus: 'getAllMessagesLoaded',
currentAccountId: 'getCurrentAccountId',
isOnChatwootCloud: 'globalConfig/isOnChatwootCloud',
}),
isOpen() {
return this.currentChat?.status === wootConstants.STATUS_TYPE.OPEN;
@@ -173,13 +170,6 @@ export default {
instagramInbox
);
},
isInstagramRestrictionBannerVisible() {
return this.isOnChatwootCloud && this.isAnInstagramChannel;
},
instagramRestrictionStatusUrl() {
return META_RESTRICTION_STATUS_URL;
},
replyWindowBannerMessage() {
if (this.isAWhatsAppChannel) {
return this.$t('CONVERSATION.TWILIO_WHATSAPP_CAN_REPLY');
@@ -464,15 +454,7 @@ export default {
>
<div ref="topBannerRef">
<Banner
v-if="isInstagramRestrictionBannerVisible"
color-scheme="warning"
class="mx-2 mt-2 overflow-hidden rounded-lg"
:banner-message="$t('CONVERSATION.INSTAGRAM_RESTRICTION_BANNER')"
:href-link="instagramRestrictionStatusUrl"
:href-link-text="$t('CONVERSATION.INSTAGRAM_RESTRICTION_STATUS_LINK')"
/>
<Banner
v-else-if="!currentChat.can_reply"
v-if="!currentChat.can_reply"
color-scheme="alert"
class="mx-2 mt-2 overflow-hidden rounded-lg"
:banner-message="replyWindowBannerMessage"
@@ -78,5 +78,3 @@ export default {
},
};
export const DEFAULT_REDIRECT_URL = '/app/';
export const META_RESTRICTION_STATUS_URL =
'https://status.chatwoot.com/incident/948346';
@@ -1,4 +1,6 @@
import {
InputRule,
inputRules,
MessageMarkdownSerializer,
MessageMarkdownTransformer,
messageSchema,
@@ -9,7 +11,6 @@ import * as Sentry from '@sentry/vue';
import camelcaseKeys from 'camelcase-keys';
import { FORMATTING, MARKDOWN_PATTERNS } from 'dashboard/constants/editor';
import { INBOX_TYPES, TWILIO_CHANNEL_MEDIUM } from 'dashboard/helper/inbox';
import { InputRule, inputRules } from 'prosemirror-inputrules';
/**
* Extract text from markdown, and remove all images, code blocks, links, headers, bold, italic, lists etc.
@@ -44,8 +44,6 @@
"TWILIO_WHATSAPP_CAN_REPLY": "You can only reply to this conversation using a template message due to",
"TWILIO_WHATSAPP_24_HOURS_WINDOW": "24 hour message window restriction",
"OLD_INSTAGRAM_INBOX_REPLY_BANNER": "This Instagram account was migrated to the new Instagram channel inbox. All new messages will show up there. You won’t be able to send messages from this conversation anymore.",
"INSTAGRAM_RESTRICTION_BANNER": "Instagram is currently restricted. Some messages or actions may be delayed or unavailable while we restore full support.",
"INSTAGRAM_RESTRICTION_STATUS_LINK": "View status update",
"REPLYING_TO": "You are replying to:",
"REMOVE_SELECTION": "Remove Selection",
"DOWNLOAD": "Download",
@@ -58,9 +58,7 @@
"ERROR_MESSAGE": "There was an error connecting to Instagram, please try again",
"ERROR_AUTH": "There was an error connecting to Instagram, please try again",
"NEW_INBOX_SUGGESTION": "This Instagram account was previously linked to a different inbox and has now been migrated here. All new messages will appear here. The old inbox will no longer be able to send or receive messages for this account.",
"DUPLICATE_INBOX_BANNER": "This Instagram account was migrated to the new Instagram channel inbox. You won’t be able to send/receive Instagram messages from this inbox anymore.",
"SETTINGS_RESTRICTED_WARNING": "Instagram is currently restricted. Some messages or actions may be delayed or unavailable while we restore full support.",
"STATUS_LINK": "View status update"
"DUPLICATE_INBOX_BANNER": "This Instagram account was migrated to the new Instagram channel inbox. You won’t be able to send/receive Instagram messages from this inbox anymore."
},
"TIKTOK": {
"CONTINUE_WITH_TIKTOK": "Continue with TikTok",
@@ -26,25 +26,28 @@ const canDrilldown = computed(() => checkPermissions(['administrator']));
const selectedRange = ref('this_month');
const assistantId = computed(() => route.params.assistantId);
const stats = ref(null);
const isFetching = ref(false);
const metricStats = ref(null);
const faqStats = ref(null);
const isFetchingMetrics = ref(false);
// Increments on every fetch so a response (or retry) from a superseded
// range/assistant can't clobber the latest request's state.
let fetchToken = 0;
let abortController = null;
let metricsFetchToken = 0;
let faqStatsFetchToken = 0;
let metricsAbortController = null;
let faqStatsAbortController = null;
const fetchStats = async () => {
fetchToken += 1;
const token = fetchToken;
abortController?.abort();
abortController = new AbortController();
const { signal } = abortController;
stats.value = null;
isFetching.value = true;
const fetchMetrics = async () => {
metricsFetchToken += 1;
const token = metricsFetchToken;
metricsAbortController?.abort();
metricsAbortController = new AbortController();
const { signal } = metricsAbortController;
metricStats.value = null;
isFetchingMetrics.value = true;
const requestStats = () =>
CaptainAssistant.getStats({
const requestMetrics = () =>
CaptainAssistant.getMetrics({
assistantId: assistantId.value,
range: selectedRange.value,
signal,
@@ -52,25 +55,54 @@ const fetchStats = async () => {
let data = null;
try {
({ data } = await requestStats());
({ data } = await requestMetrics());
} catch {
// One silent retry before giving up, unless the request was aborted.
try {
if (token === fetchToken && !signal.aborted)
({ data } = await requestStats());
if (token === metricsFetchToken && !signal.aborted)
({ data } = await requestMetrics());
} catch {
data = null;
}
}
if (token !== fetchToken || signal.aborted) return;
stats.value = data;
isFetching.value = false;
if (token !== metricsFetchToken || signal.aborted) return;
metricStats.value = data;
isFetchingMetrics.value = false;
};
onUnmounted(() => abortController?.abort());
const fetchFaqStats = async () => {
faqStatsFetchToken += 1;
const token = faqStatsFetchToken;
faqStatsAbortController?.abort();
faqStatsAbortController = new AbortController();
const { signal } = faqStatsAbortController;
faqStats.value = null;
watch([selectedRange, assistantId], fetchStats, { immediate: true });
try {
const { data } = await CaptainAssistant.getFaqStats({
assistantId: assistantId.value,
signal,
});
if (token === faqStatsFetchToken && !signal.aborted) faqStats.value = data;
} catch {
if (token === faqStatsFetchToken && !signal.aborted) faqStats.value = null;
}
};
const summaryStats = computed(() => {
if (!metricStats.value || !faqStats.value) return null;
return { ...metricStats.value, knowledge: faqStats.value };
});
onUnmounted(() => {
metricsAbortController?.abort();
faqStatsAbortController?.abort();
});
watch([selectedRange, assistantId], fetchMetrics, { immediate: true });
watch(assistantId, fetchFaqStats, { immediate: true });
// `direction` says whether a rising trend is good ('up'), bad ('down'), or
// neutral, so we can colour the delta independently of its sign.
@@ -90,7 +122,7 @@ const formatDuration = hours =>
hours >= 100 ? `${Math.round(hours / 24)}d` : `${hours}h`;
const metricFor = (statKey, formatValue, direction, trendKind = 'percent') => {
const data = stats.value?.[statKey];
const data = metricStats.value?.[statKey];
if (!data) return { value: '—', trend: '', trendGood: null };
const sign = data.trend > 0 ? '+' : '';
@@ -184,9 +216,9 @@ const closeDrilldown = () => {
<div class="flex flex-col gap-6 pb-8">
<InboxBanner />
<CoverageBanner :knowledge="stats?.knowledge" />
<CoverageBanner :knowledge="faqStats ?? undefined" />
<WelcomeCard :range="selectedRange" :stats="stats" />
<WelcomeCard :range="selectedRange" :stats="summaryStats" />
<div
class="grid grid-cols-1 gap-px overflow-hidden border rounded-xl sm:grid-cols-2 lg:grid-cols-3 bg-n-weak border-n-weak"
@@ -199,13 +231,15 @@ const closeDrilldown = () => {
:trend="metric.trend"
:hint="metric.hint"
:trend-good="metric.trendGood"
:loading="isFetching"
:clickable="canDrilldown && Boolean(metric.metric) && !isFetching"
:loading="isFetchingMetrics"
:clickable="
canDrilldown && Boolean(metric.metric) && !isFetchingMetrics
"
@click="openDrilldown(metric)"
/>
</div>
<KnowledgeCard :knowledge="stats?.knowledge" />
<KnowledgeCard :knowledge="faqStats ?? undefined" />
<QuickLinks />
</div>
@@ -4,8 +4,6 @@ import { shouldBeUrl } from 'shared/helpers/Validators';
import { useAlert } from 'dashboard/composables';
import { useVuelidate } from '@vuelidate/core';
import Avatar from 'next/avatar/Avatar.vue';
import Banner from 'dashboard/components-next/banner/Banner.vue';
import Icon from 'dashboard/components-next/icon/Icon.vue';
import SettingIntroBanner from 'dashboard/components/widgets/SettingIntroBanner.vue';
import SettingsToggleSection from 'dashboard/components-next/Settings/SettingsToggleSection.vue';
import SettingsFieldSection from 'dashboard/components-next/Settings/SettingsFieldSection.vue';
@@ -46,11 +44,9 @@ import SelectInput from 'dashboard/components-next/select/Select.vue';
import Widget from 'dashboard/modules/widget-preview/components/Widget.vue';
import AccessToken from 'dashboard/routes/dashboard/settings/profile/AccessToken.vue';
import { copyTextToClipboard } from 'shared/helpers/clipboard';
import { META_RESTRICTION_STATUS_URL } from 'dashboard/constants/globals';
export default {
components: {
Banner,
BotConfiguration,
CollaboratorsPage,
ConfigurationPage,
@@ -84,7 +80,6 @@ export default {
WhatsappManualMigrationBanner,
Widget,
AccessToken,
Icon,
},
mixins: [inboxMixin],
setup() {
@@ -348,12 +343,6 @@ export default {
instagramUnauthorized() {
return this.isAnInstagramChannel && this.inbox.reauthorization_required;
},
showInstagramRestrictionSettingsBanner() {
return this.isOnChatwootCloud && this.isAnInstagramChannel;
},
metaRestrictionStatusUrl() {
return META_RESTRICTION_STATUS_URL;
},
tiktokUnauthorized() {
return this.isATiktokChannel && this.inbox.reauthorization_required;
},
@@ -820,29 +809,6 @@ export default {
:class="bannerMaxWidth"
@start="openWhatsAppManualMigrationDialog"
/>
<Banner
v-if="showInstagramRestrictionSettingsBanner"
color="amber"
class="mx-6 mb-4 max-w-4xl"
>
<div class="flex items-start gap-3 text-start">
<Icon
icon="i-lucide-triangle-alert"
class="flex-shrink-0 size-4 mt-0.5"
/>
<span>
{{ $t('INBOX_MGMT.ADD.INSTAGRAM.SETTINGS_RESTRICTED_WARNING') }}
<a
:href="metaRestrictionStatusUrl"
class="link underline"
rel="noopener noreferrer nofollow"
target="_blank"
>
{{ $t('INBOX_MGMT.ADD.INSTAGRAM.STATUS_LINK') }}
</a>
</span>
</div>
</Banner>
<div
v-if="selectedTabKey === 'inbox-settings'"
+37 -12
View File
@@ -11,6 +11,8 @@ import { IFrameHelper } from '../helpers/utils';
import { CHATWOOT_ON_START_CONVERSATION } from '../constants/sdkEvents';
import { emitter } from 'shared/helpers/mitt';
const TRANSCRIPT_COOLDOWN_MS = 15000;
export default {
components: {
ChatInputWrap,
@@ -24,6 +26,9 @@ export default {
data() {
return {
inReplyTo: null,
isSendingTranscript: false,
transcriptCooldown: false,
transcriptCooldownTimer: null,
};
},
computed: {
@@ -57,6 +62,9 @@ export default {
mounted() {
emitter.on(BUS_EVENTS.TOGGLE_REPLY_TO_MESSAGE, this.toggleReplyTo);
},
beforeUnmount() {
clearTimeout(this.transcriptCooldownTimer);
},
methods: {
...mapActions('conversation', ['sendMessage', 'sendAttachment']),
...mapActions('conversationAttributes', ['getAttributes']),
@@ -90,19 +98,35 @@ export default {
toggleReplyTo(message) {
this.inReplyTo = message;
},
startTranscriptCooldown() {
this.transcriptCooldown = true;
clearTimeout(this.transcriptCooldownTimer);
this.transcriptCooldownTimer = setTimeout(() => {
this.transcriptCooldown = false;
}, TRANSCRIPT_COOLDOWN_MS);
},
async sendTranscript() {
if (this.hasEmail) {
try {
await sendEmailTranscript();
emitter.emit(BUS_EVENTS.SHOW_ALERT, {
message: this.$t('EMAIL_TRANSCRIPT.SEND_EMAIL_SUCCESS'),
type: 'success',
});
} catch (error) {
emitter.$emit(BUS_EVENTS.SHOW_ALERT, {
message: this.$t('EMAIL_TRANSCRIPT.SEND_EMAIL_ERROR'),
});
}
if (
!this.hasEmail ||
this.isSendingTranscript ||
this.transcriptCooldown
) {
return;
}
this.isSendingTranscript = true;
try {
await sendEmailTranscript();
this.startTranscriptCooldown();
emitter.emit(BUS_EVENTS.SHOW_ALERT, {
message: this.$t('EMAIL_TRANSCRIPT.SEND_EMAIL_SUCCESS'),
type: 'success',
});
} catch (error) {
emitter.emit(BUS_EVENTS.SHOW_ALERT, {
message: this.$t('EMAIL_TRANSCRIPT.SEND_EMAIL_ERROR'),
});
} finally {
this.isSendingTranscript = false;
}
},
},
@@ -144,6 +168,7 @@ export default {
v-if="showEmailTranscriptButton"
type="clear"
class="font-normal"
:disabled="isSendingTranscript || transcriptCooldown"
@click="sendTranscript"
>
{{ $t('EMAIL_TRANSCRIPT.BUTTON_TEXT') }}
+2 -1
View File
@@ -66,7 +66,8 @@ Rails.application.routes.draw do
resources :assistants do
member do
post :playground
get :stats
get :metrics
get :faq_stats
get :summary
get :drilldown
end
@@ -37,6 +37,23 @@ class Captain::AssistantStatsBuilder
build_metrics(current, previous)
end
# Approved/pending FAQ counts and the document total in a single round trip.
def faq_stats
approved, pending, documents = Captain::AssistantResponse.by_assistant(assistant.id).reorder(nil).pick(
Arel.sql("COUNT(*) FILTER (WHERE status = #{Captain::AssistantResponse.statuses['approved']})"),
Arel.sql("COUNT(*) FILTER (WHERE status = #{Captain::AssistantResponse.statuses['pending']})"),
Arel.sql("(SELECT COUNT(*) FROM captain_documents WHERE assistant_id = #{assistant.id.to_i})")
)
total = approved + pending
{
approved: approved,
pending: pending,
documents: documents,
coverage: total.zero? ? 0 : (approved.to_f / total * 100).round
}
end
private
attr_reader :window
@@ -56,8 +73,7 @@ class Captain::AssistantStatsBuilder
handoff_rate: pack(current[:handoff], previous[:handoff], :point),
hours_saved: pack(current[:hours_saved], previous[:hours_saved], :percent),
reopen_rate: pack(current[:reopen], previous[:reopen], :point),
conversation_depth: pack(current[:depth], previous[:depth], :absolute),
knowledge: knowledge
conversation_depth: pack(current[:depth], previous[:depth], :absolute)
}
end
@@ -73,7 +89,7 @@ class Captain::AssistantStatsBuilder
auto_resolution: rate(resolution[:resolved], handled),
handoff: rate(resolution[:handoff], handled),
hours_saved: (public_count * SECONDS_SAVED_PER_REPLY / 3600.0).round,
reopen: reopen_rate(range),
reopen: reopen_rate(range, resolution[:resolved]),
depth: depth_conversations.zero? ? 0 : (public_count.to_f / depth_conversations).round(1)
}
end
@@ -158,7 +174,9 @@ class Captain::AssistantStatsBuilder
# derived from the assistant's handled conversations (not current inbox membership) so a later
# inbox reassignment doesn't drop historical resolves, and covers both the evaluated (inference)
# and time-based (bot) resolve paths so the denominator matches auto_resolution_rate.
def reopen_rate(range)
def reopen_rate(range, resolved_count)
return 0 if resolved_count.zero?
resolved_scope = account.reporting_events
.where(name: RESOLVED_EVENT_NAMES, created_at: range,
conversation_id: handled_scope(range).select(:conversation_id))
@@ -178,24 +196,7 @@ class Captain::AssistantStatsBuilder
'ON resolves.conversation_id = reporting_events.conversation_id ' \
'AND reporting_events.event_end_time >= resolves.event_end_time')
.distinct.count('reporting_events.conversation_id')
rate(reopened, resolved_scope.distinct.count(:conversation_id))
end
# Approved/pending FAQ counts and the document total in a single round trip.
def knowledge
approved, pending, documents = Captain::AssistantResponse.by_assistant(assistant.id).reorder(nil).pick(
Arel.sql("COUNT(*) FILTER (WHERE status = #{Captain::AssistantResponse.statuses['approved']})"),
Arel.sql("COUNT(*) FILTER (WHERE status = #{Captain::AssistantResponse.statuses['pending']})"),
Arel.sql("(SELECT COUNT(*) FROM captain_documents WHERE assistant_id = #{assistant.id.to_i})")
)
total = approved + pending
{
approved: approved,
pending: pending,
documents: documents,
coverage: total.zero? ? 0 : (approved.to_f / total * 100).round
}
rate(reopened, resolved_count)
end
def rate(numerator, denominator)
@@ -1,4 +1,4 @@
class Api::V1::Accounts::Captain::AssistantResponsesController < Api::V1::Accounts::BaseController
class Api::V1::Accounts::Captain::AssistantResponsesController < Api::V1::Accounts::Captain::BaseController
before_action -> { check_authorization(Captain::Assistant) }
before_action :set_current_page, only: [:index]
@@ -1,7 +1,7 @@
class Api::V1::Accounts::Captain::AssistantsController < Api::V1::Accounts::BaseController
class Api::V1::Accounts::Captain::AssistantsController < Api::V1::Accounts::Captain::BaseController
before_action -> { check_authorization(Captain::Assistant) }
before_action :set_assistant, only: [:show, :update, :destroy, :playground, :stats, :summary, :drilldown]
before_action :set_assistant, only: [:show, :update, :destroy, :playground, :metrics, :faq_stats, :summary, :drilldown]
def index
@assistants = account_assistants.ordered
@@ -42,10 +42,14 @@ class Api::V1::Accounts::Captain::AssistantsController < Api::V1::Accounts::Base
@tools = assistant.available_agent_tools
end
def stats
def metrics
render json: Captain::AssistantStatsBuilder.new(@assistant, params[:range], params[:timezone_offset]).metrics
end
def faq_stats
render json: Captain::AssistantStatsBuilder.new(@assistant).faq_stats
end
def summary
window = Captain::AssistantStatsWindow.new(params[:range], params[:timezone_offset])
result = cached_or_generated_summary(window, summary_stats)
@@ -0,0 +1,13 @@
class Api::V1::Accounts::Captain::BaseController < Api::V1::Accounts::BaseController
before_action :ensure_captain_enabled
private
# Captain is a premium feature; block API access when neither the v1 nor v2 flag is enabled for the account.
# `current_account` resolves and memoizes the account, so this does not depend on before_action ordering.
def ensure_captain_enabled
return if current_account.feature_enabled?('captain_integration') || current_account.feature_enabled?('captain_integration_v2')
render json: { error: 'Captain is not enabled for this account' }, status: :forbidden
end
end
@@ -1,4 +1,4 @@
class Api::V1::Accounts::Captain::BulkActionsController < Api::V1::Accounts::BaseController
class Api::V1::Accounts::Captain::BulkActionsController < Api::V1::Accounts::Captain::BaseController
before_action -> { check_authorization(Captain::Assistant) }
before_action :validate_params
before_action :type_matches?
@@ -1,4 +1,4 @@
class Api::V1::Accounts::Captain::CopilotMessagesController < Api::V1::Accounts::BaseController
class Api::V1::Accounts::Captain::CopilotMessagesController < Api::V1::Accounts::Captain::BaseController
before_action :set_copilot_thread
def index
@@ -1,4 +1,4 @@
class Api::V1::Accounts::Captain::CopilotThreadsController < Api::V1::Accounts::BaseController
class Api::V1::Accounts::Captain::CopilotThreadsController < Api::V1::Accounts::Captain::BaseController
before_action :ensure_message, only: :create
def index
@@ -1,4 +1,4 @@
class Api::V1::Accounts::Captain::DocumentsController < Api::V1::Accounts::BaseController
class Api::V1::Accounts::Captain::DocumentsController < Api::V1::Accounts::Captain::BaseController
before_action -> { check_authorization(Captain::Assistant) }
before_action :set_current_page, only: [:index]
@@ -1,4 +1,4 @@
class Api::V1::Accounts::Captain::InboxesController < Api::V1::Accounts::BaseController
class Api::V1::Accounts::Captain::InboxesController < Api::V1::Accounts::Captain::BaseController
before_action -> { check_authorization(Captain::Assistant) }
before_action :set_assistant
@@ -1,4 +1,5 @@
class Api::V1::Accounts::Captain::ScenariosController < Api::V1::Accounts::BaseController
class Api::V1::Accounts::Captain::ScenariosController < Api::V1::Accounts::Captain::BaseController
before_action :ensure_captain_v2_enabled
before_action -> { check_authorization(Captain::Scenario) }
before_action :set_assistant
before_action :set_scenario, only: [:show, :update, :destroy]
@@ -24,6 +25,13 @@ class Api::V1::Accounts::Captain::ScenariosController < Api::V1::Accounts::BaseC
private
# Scenarios are a Captain v2-only feature; the shared base guard allows either flag, so require v2 here.
def ensure_captain_v2_enabled
return if current_account.feature_enabled?('captain_integration_v2')
render json: { error: 'Captain is not enabled for this account' }, status: :forbidden
end
def set_assistant
@assistant = account_assistants.find(params[:assistant_id])
end
@@ -1,4 +1,5 @@
class Api::V1::Accounts::CustomRolesController < Api::V1::Accounts::EnterpriseAccountsController
before_action :ensure_custom_roles_feature_enabled
before_action :fetch_custom_role, only: [:show, :update, :destroy]
before_action :check_authorization
@@ -28,4 +29,8 @@ class Api::V1::Accounts::CustomRolesController < Api::V1::Accounts::EnterpriseAc
def fetch_custom_role
@custom_role = Current.account.custom_roles.find_by(id: params[:id])
end
def ensure_custom_roles_feature_enabled
raise Pundit::NotAuthorizedError unless Current.account.feature_enabled?('custom_roles')
end
end
@@ -1,4 +1,5 @@
class Api::V1::Accounts::SlaPoliciesController < Api::V1::Accounts::EnterpriseAccountsController
before_action :ensure_sla_feature_enabled
before_action :fetch_sla, only: [:show, :update, :destroy]
before_action :check_authorization
@@ -29,4 +30,8 @@ class Api::V1::Accounts::SlaPoliciesController < Api::V1::Accounts::EnterpriseAc
def fetch_sla
@sla_policy = Current.account.sla_policies.find_by(id: params[:id])
end
def ensure_sla_feature_enabled
raise Pundit::NotAuthorizedError unless Current.account.feature_enabled?('sla')
end
end
@@ -1,6 +1,8 @@
module Enterprise::Api::V1::Accounts::AgentsController
def create
super
return if @agent.blank?
associate_agent_with_custom_role
end
@@ -12,6 +14,9 @@ module Enterprise::Api::V1::Accounts::AgentsController
private
def associate_agent_with_custom_role
# Custom roles are a premium feature; ignore custom_role_id assignment when the feature is disabled.
return unless Current.account.feature_enabled?('custom_roles')
@agent.current_account_user.update!(custom_role_id: params[:custom_role_id])
end
end
@@ -16,6 +16,9 @@ module Enterprise::Api::V1::Accounts::ConversationsController
end
def permitted_update_params
# SLA is a premium feature; only accept sla_policy_id assignment when it is enabled for the account.
return super unless Current.account.feature_enabled?('sla')
super.merge(params.permit(:sla_policy_id))
end
@@ -7,7 +7,11 @@ class Captain::AssistantPolicy < ApplicationPolicy
true
end
def stats?
def metrics?
true
end
def faq_stats?
true
end
@@ -1,6 +1,8 @@
module Enterprise::ActionService
def add_sla(sla_policy_id)
return if sla_policy_id.blank?
# SLA is a premium feature; automation rules must not keep applying SLAs once it is disabled.
return unless @account.feature_enabled?('sla')
sla_policy = @account.sla_policies.find_by(id: sla_policy_id.first)
return if sla_policy.nil?
@@ -50,7 +50,14 @@ module Enterprise::MessageTemplates::HookExecutionService
end
def should_process_captain_response?
conversation.pending? && message.incoming? && inbox.captain_assistant.present?
conversation.pending? && message.incoming? && inbox.captain_assistant.present? && captain_feature_enabled?
end
# Captain is a premium feature; stop the runtime responder when it has been revoked, even if an
# assistant is still linked to the inbox.
def captain_feature_enabled?
account = conversation.account
account.feature_enabled?('captain_integration') || account.feature_enabled?('captain_integration_v2')
end
def perform_handoff
@@ -75,7 +82,9 @@ module Enterprise::MessageTemplates::HookExecutionService
::MessageTemplates::Template::OutOfOffice.perform_if_applicable(conversation)
end
# Only let Captain suppress the fallback templates when it can actually reply; otherwise a revoked
# feature would leave the contact with neither a Captain response nor a greeting/OOO/email-collect.
def captain_handling_conversation?
conversation.pending? && inbox.respond_to?(:captain_assistant) && inbox.captain_assistant.present?
conversation.pending? && inbox.respond_to?(:captain_assistant) && inbox.captain_assistant.present? && captain_feature_enabled?
end
end
+1 -4
View File
@@ -34,7 +34,7 @@
"@amplitude/analytics-browser": "^2.11.10",
"@breezystack/lamejs": "^1.2.7",
"@chatwoot/ninja-keys": "1.2.3",
"@chatwoot/prosemirror-schema": "1.3.22",
"@chatwoot/prosemirror-schema": "1.3.23",
"@chatwoot/utils": "^0.0.56",
"@formkit/core": "^1.7.2",
"@formkit/vue": "^1.7.2",
@@ -86,9 +86,6 @@
"mitt": "^3.0.1",
"opus-recorder": "^8.0.5",
"pinia": "^3.0.4",
"prosemirror-commands": "^1.7.1",
"prosemirror-inputrules": "^1.4.0",
"prosemirror-schema-list": "^1.5.1",
"qrcode": "^1.5.4",
"semver": "7.6.3",
"snakecase-keys": "^8.0.1",
+6 -22
View File
@@ -25,8 +25,8 @@ importers:
specifier: 1.2.3
version: 1.2.3
'@chatwoot/prosemirror-schema':
specifier: 1.3.22
version: 1.3.22
specifier: 1.3.23
version: 1.3.23
'@chatwoot/utils':
specifier: ^0.0.56
version: 0.0.56
@@ -180,15 +180,6 @@ importers:
pinia:
specifier: ^3.0.4
version: 3.0.4(typescript@5.6.2)(vue@3.5.12(typescript@5.6.2))
prosemirror-commands:
specifier: ^1.7.1
version: 1.7.1
prosemirror-inputrules:
specifier: ^1.4.0
version: 1.4.0
prosemirror-schema-list:
specifier: ^1.5.1
version: 1.5.1
qrcode:
specifier: ^1.5.4
version: 1.5.4
@@ -461,8 +452,8 @@ packages:
'@chatwoot/ninja-keys@1.2.3':
resolution: {integrity: sha512-xM8d9P5ikDMZm2WbaCTk/TW5HFauylrU3cJ75fq5je6ixKwyhl/0kZbVN/vbbZN4+AUX/OaSIn6IJbtCgIF67g==}
'@chatwoot/prosemirror-schema@1.3.22':
resolution: {integrity: sha512-0r+PT8xhQLCKCpoV9k9XVTTRECs/0Nr37wbcLsRS7yvc7WkF9FY05z2hGCRJReWmTOcmmshHtb042LVP+MyB/w==}
'@chatwoot/prosemirror-schema@1.3.23':
resolution: {integrity: sha512-jGxbWELCdlVI64BJiE1wT84ekJHYDXXKiluQIKT3aKPEjPwMR48umKF3A0yHjKoR7IIxCC9oM77TvXOA0ebLtw==}
'@chatwoot/utils@0.0.56':
resolution: {integrity: sha512-A6dmPLfTSrW4qYNY73btyi4PqpfzcXRSaucscZTQdzNqF6G/QUdgnBmHtho8HeiYby/kSHXaSxLJj+0dx3yEQQ==}
@@ -4001,9 +3992,6 @@ packages:
prosemirror-tables@1.5.0:
resolution: {integrity: sha512-VMx4zlYWm7aBlZ5xtfJHpqa3Xgu3b7srV54fXYnXgsAcIGRqKSrhiK3f89omzzgaAgAtDOV4ImXnLKhVfheVNQ==}
prosemirror-transform@1.10.0:
resolution: {integrity: sha512-9UOgFSgN6Gj2ekQH5CTDJ8Rp/fnKR2IkYfGdzzp5zQMFsS4zDllLVx/+jGcX86YlACpG7UR5fwAXiWzxqWtBTg==}
prosemirror-transform@1.12.0:
resolution: {integrity: sha512-GxboyN4AMIsoHNtz5uf2r2Ru551i5hWeCMD6E2Ib4Eogqoub0NflniaBPVQ4MrGE5yZ8JV9tUHg9qcZTTrcN4w==}
@@ -5136,7 +5124,7 @@ snapshots:
hotkeys-js: 3.8.7
lit: 2.2.6
'@chatwoot/prosemirror-schema@1.3.22':
'@chatwoot/prosemirror-schema@1.3.23':
dependencies:
markdown-it-sup: 2.0.0
prosemirror-commands: 1.7.1
@@ -9035,7 +9023,7 @@ snapshots:
dependencies:
prosemirror-model: 1.22.3
prosemirror-state: 1.4.3
prosemirror-transform: 1.10.0
prosemirror-transform: 1.12.0
prosemirror-state@1.4.3:
dependencies:
@@ -9051,10 +9039,6 @@ snapshots:
prosemirror-transform: 1.12.0
prosemirror-view: 1.34.1
prosemirror-transform@1.10.0:
dependencies:
prosemirror-model: 1.22.3
prosemirror-transform@1.12.0:
dependencies:
prosemirror-model: 1.22.3
+18
View File
@@ -23,6 +23,12 @@ RSpec.describe AgentBuilder, type: :model do
end
describe '#perform' do
it 'locks the account while checking and creating the agent' do
expect(account).to receive(:with_lock).and_call_original
agent_builder.perform
end
context 'when user does not exist' do
it 'creates a new user' do
expect { agent_builder.perform }.to change(User, :count).by(1)
@@ -67,5 +73,17 @@ RSpec.describe AgentBuilder, type: :model do
expect(user.encrypted_password).not_to be_empty
end
end
context 'when the account has reached its agent limit' do
before do
allow(account).to receive(:usage_limits).and_return({ agents: account.account_users.count })
end
it 'raises a limit exceeded error without creating a user' do
expect { agent_builder.perform }.to raise_error(described_class::LimitExceededError, described_class::LIMIT_EXCEEDED_MESSAGE)
expect(User.from_email(email)).to be_nil
end
end
end
end
@@ -13,7 +13,9 @@ RSpec.describe 'Linear Integration API', type: :request do
end
describe 'DELETE /api/v1/accounts/:account_id/integrations/linear' do
it 'deletes the linear integration' do
let(:admin) { create(:user, account: account, role: :administrator) }
it 'deletes the linear integration when the user is an administrator' do
# Stub the HTTP call to Linear's revoke endpoint
allow(HTTParty).to receive(:post).with(
'https://api.linear.app/oauth/revoke',
@@ -21,11 +23,19 @@ RSpec.describe 'Linear Integration API', type: :request do
).and_return(instance_double(HTTParty::Response, success?: true))
delete "/api/v1/accounts/#{account.id}/integrations/linear",
headers: agent.create_new_auth_token,
headers: admin.create_new_auth_token,
as: :json
expect(response).to have_http_status(:ok)
expect(account.hooks.count).to eq(0)
end
it 'returns unauthorized for an agent and keeps the integration' do
delete "/api/v1/accounts/#{account.id}/integrations/linear",
headers: agent.create_new_auth_token,
as: :json
expect(response).to have_http_status(:unauthorized)
expect(account.hooks.count).to eq(1)
end
end
describe 'GET /api/v1/accounts/:account_id/integrations/linear/teams' do
@@ -159,15 +159,17 @@ RSpec.describe 'Shopify Integration API', type: :request do
end
describe 'DELETE /api/v1/accounts/:account_id/integrations/shopify' do
let(:admin) { create(:user, account: account, role: :administrator) }
before do
create(:integrations_hook, :shopify, account: account)
end
context 'when it is an authenticated user' do
context 'when it is an administrator' do
it 'deletes the shopify integration' do
expect do
delete "/api/v1/accounts/#{account.id}/integrations/shopify",
headers: agent.create_new_auth_token,
headers: admin.create_new_auth_token,
as: :json
end.to change { account.hooks.count }.by(-1)
@@ -175,6 +177,18 @@ RSpec.describe 'Shopify Integration API', type: :request do
end
end
context 'when it is an agent' do
it 'returns unauthorized and keeps the integration' do
expect do
delete "/api/v1/accounts/#{account.id}/integrations/shopify",
headers: agent.create_new_auth_token,
as: :json
end.not_to(change { account.hooks.count })
expect(response).to have_http_status(:unauthorized)
end
end
context 'when it is an unauthenticated user' do
it 'returns unauthorized' do
delete "/api/v1/accounts/#{account.id}/integrations/shopify",
@@ -27,7 +27,7 @@ RSpec.describe Captain::AssistantStatsBuilder do
expect(metrics.keys).to contain_exactly(
:conversations_handled, :auto_resolution_rate, :handoff_rate,
:hours_saved, :reopen_rate, :conversation_depth, :knowledge
:hours_saved, :reopen_rate, :conversation_depth
)
expect(metrics[:conversations_handled]).to include(:current, :previous, :trend)
end
@@ -229,7 +229,7 @@ RSpec.describe Captain::AssistantStatsBuilder do
end
end
describe '#metrics knowledge' do
describe '#faq_stats' do
before do
create_list(:captain_assistant_response, 3, assistant: assistant, account: account, status: :approved)
create(:captain_assistant_response, assistant: assistant, account: account, status: :pending)
@@ -237,7 +237,7 @@ RSpec.describe Captain::AssistantStatsBuilder do
end
it 'returns approved, pending, document counts and coverage' do
knowledge = described_class.new(assistant, '30').metrics[:knowledge]
knowledge = described_class.new(assistant).faq_stats
expect(knowledge).to eq(approved: 3, pending: 1, documents: 2, coverage: 75)
end
@@ -245,7 +245,7 @@ RSpec.describe Captain::AssistantStatsBuilder do
it 'reports zero coverage when there are no responses' do
Captain::AssistantResponse.where(assistant: assistant).delete_all
knowledge = described_class.new(assistant, '30').metrics[:knowledge]
knowledge = described_class.new(assistant).faq_stats
expect(knowledge[:coverage]).to eq(0)
end
@@ -21,6 +21,27 @@ RSpec.describe 'Agents API', type: :request do
expect(response).to have_http_status(:payment_required)
expect(response.body).to include('Account limit exceeded. Please purchase more licenses')
end
it 'prevents adding an agent if the last seat is consumed before creation' do
account.update!(limits: { agents: account.account_users.count + 1 })
competing_agent_created = false
allow(AgentBuilder).to receive(:new).and_wrap_original do |method, *args|
unless competing_agent_created
create(:user, account: account, role: :agent)
competing_agent_created = true
end
method.call(*args)
end
post "/api/v1/accounts/#{account.id}/agents", params: params, headers: admin.create_new_auth_token, as: :json
expect(response).to have_http_status(:payment_required)
expect(response.body).to include('Account limit exceeded. Please purchase more licenses')
expect(User.from_email(params[:email])).to be_nil
expect(account.account_users.count).to eq(account.usage_limits[:agents])
end
end
end
@@ -9,6 +9,8 @@ RSpec.describe 'Api::V1::Accounts::Captain::AssistantResponses', type: :request
let(:another_assistant) { create(:captain_assistant, account: account) }
let(:another_document) { create(:captain_document, account: account, assistant: assistant) }
before { account.enable_features!('captain_integration') }
def json_response
JSON.parse(response.body, symbolize_names: true)
end
@@ -5,6 +5,8 @@ RSpec.describe 'Api::V1::Accounts::Captain::Assistants', type: :request do
let(:admin) { create(:user, account: account, role: :administrator) }
let(:agent) { create(:user, account: account, role: :agent) }
before { account.enable_features!('captain_integration') }
def json_response
JSON.parse(response.body, symbolize_names: true)
end
@@ -24,6 +24,8 @@ RSpec.describe 'Api::V1::Accounts::Captain::BulkActions', type: :request do
)
end
before { account.enable_features!('captain_integration') }
def json_response
JSON.parse(response.body, symbolize_names: true)
end
@@ -6,6 +6,8 @@ RSpec.describe 'Api::V1::Accounts::Captain::CopilotMessagesController', type: :r
let(:copilot_thread) { create(:captain_copilot_thread, account: account, user: user) }
let!(:copilot_message) { create(:captain_copilot_message, copilot_thread: copilot_thread, account: account) }
before { account.enable_features!('captain_integration') }
describe 'GET /api/v1/accounts/{account.id}/captain/copilot_threads/{thread.id}/copilot_messages' do
context 'when it is an authenticated user' do
it 'returns all messages' do
@@ -6,6 +6,8 @@ RSpec.describe 'Api::V1::Accounts::Captain::CopilotThreads', type: :request do
let(:agent) { create(:user, account: account, role: :agent) }
let(:conversation) { create(:conversation, account: account) }
before { account.enable_features!('captain_integration') }
def json_response
JSON.parse(response.body, symbolize_names: true)
end
@@ -13,6 +13,8 @@ RSpec.describe 'Api::V1::Accounts::Captain::Documents', type: :request do
}.with_indifferent_access
end
before { account.enable_features!('captain_integration') }
def json_response
JSON.parse(response.body, symbolize_names: true)
end
@@ -9,6 +9,8 @@ RSpec.describe 'Api::V1::Accounts::Captain::Inboxes', type: :request do
let(:admin) { create(:user, account: account, role: :administrator) }
let(:agent) { create(:user, account: account, role: :agent) }
before { account.enable_features!('captain_integration') }
def json_response
JSON.parse(response.body, symbolize_names: true)
end
@@ -6,6 +6,8 @@ RSpec.describe 'Api::V1::Accounts::Captain::Scenarios', type: :request do
let(:agent) { create(:user, account: account, role: :agent) }
let(:assistant) { create(:captain_assistant, account: account) }
before { account.enable_features!('captain_integration_v2') }
def json_response
JSON.parse(response.body, symbolize_names: true)
end
@@ -6,6 +6,8 @@ RSpec.describe 'Custom Roles API', type: :request do
let!(:agent) { create(:user, account: account, role: :agent) }
let!(:custom_role) { create(:custom_role, account: account, name: 'Manager') }
before { account.enable_features!('custom_roles') }
describe 'GET #index' do
context 'when it is an authenticated administrator' do
it 'returns all custom roles in the account' do
@@ -6,6 +6,7 @@ RSpec.describe 'Enterprise SLA API', type: :request do
let(:agent) { create(:user, account: account, role: :agent) }
before do
account.enable_features!('sla')
create(:sla_policy, account: account, name: 'SLA 1')
end
@@ -5,6 +5,8 @@ RSpec.describe 'Enterprise Agents API', type: :request do
let(:admin) { create(:user, account: account, role: :administrator) }
let!(:custom_role) { create(:custom_role, account: account) }
before { account.enable_features!('custom_roles') }
describe 'POST /api/v1/accounts/{account.id}/agents' do
let(:params) { { email: 'test@example.com', name: 'Test User', role: 'agent', custom_role_id: custom_role.id } }
@@ -13,6 +13,7 @@ RSpec.describe 'Enterprise Conversations API', type: :request do
let(:agent) { create(:user, account: account, role: :agent) }
before do
account.enable_features!('sla')
create(:inbox_member, user: agent, inbox: conversation.inbox)
end
@@ -12,7 +12,7 @@ RSpec.describe Captain::AssistantPolicy, type: :policy do
let(:administrator_context) { { user: administrator, account: account, account_user: account.account_users.first } }
let(:agent_context) { { user: agent, account: account, account_user: account.account_users.first } }
permissions :index?, :show?, :playground? do
permissions :index?, :show?, :playground?, :metrics?, :faq_stats? do
context 'when administrator' do
it { expect(assistant_policy).to permit(administrator_context, assistant) }
end
@@ -8,6 +8,8 @@ describe ActionService do
let(:conversation) { create(:conversation, account: account) }
let(:action_service) { described_class.new(conversation) }
before { account.enable_features!('sla') }
context 'when sla_policy_id is present' do
it 'adds the sla policy to the conversation and create applied_sla entry' do
action_service.add_sla([sla_policy.id])
@@ -8,6 +8,7 @@ RSpec.describe MessageTemplates::HookExecutionService do
let(:assistant) { create(:captain_assistant, account: account) }
before do
account.enable_features!('captain_integration')
create(:captain_inbox, captain_assistant: assistant, inbox: inbox)
end
@@ -202,6 +203,29 @@ RSpec.describe MessageTemplates::HookExecutionService do
end
end
context 'when the Captain feature is disabled but an assistant is still linked' do
before do
account.disable_features!('captain_integration', 'captain_integration_v2')
conversation.update!(status: :pending)
end
it 'does not schedule captain response job' do
expect(Captain::Conversation::ResponseBuilderJob).not_to receive(:perform_later)
create(:message, conversation: conversation, message_type: :incoming, account: account)
end
it 'falls back to the greeting message instead of leaving the contact without a reply' do
inbox.update!(greeting_enabled: true, greeting_message: 'Hello! How can we help you?', enable_email_collect: false)
expect do
create(:message, conversation: conversation, message_type: :incoming, account: account)
end.to change { conversation.reload.messages.template.count }.by(1)
expect(conversation.reload.messages.template.last.content).to eq('Hello! How can we help you?')
end
end
context 'when Captain is not configured' do
before do
CaptainInbox.where(inbox: inbox).destroy_all