This pull request introduces several changes to implement and manage
usage limits for the Captain AI service. The key changes include adding
configuration for plan limits, updating error messages, modifying
controllers and models to handle usage limits, and updating tests to
ensure the new functionality works correctly.
## Implementation Checklist
- [x] Ability to configure captain limits per check
- [x] Update response for `usage_limits` to include captain limits
- [x] Methods to increment or reset captain responses limits in the
`limits` column for the `Account` model
- [x] Check documents limit using a count query
- [x] Ensure Captain hand-off if a limit is reached
- [x] Ensure limits are enforced for Copilot Chat
- [x] Ensure limits are reset when stripe webhook comes in
- [x] Increment usage for FAQ generation and Contact notes
- [x] Ensure documents limit is enforced
These changes ensure that the Captain AI service operates within the defined usage limits for different subscription plans, providing appropriate error messages and handling when limits are exceeded.
# Pull Request Template
## Description
Fixes https://linear.app/chatwoot/issue/CW-3913/issues-with-help-center
**Fixes included**
1. > The default locale that is selected should the portal default
locale.
Now, we update the last active locale in UI settings after changing the
selected locale from the article page header. This ensures that we see
the last active locale-based categories on the category page and
remember it when we return. Initially, it’s the default locale.
2. > I cannot switch to a different locale if there are no articles in
the portal
Now, the `v-if` condition that checked for the presence of articles in
portal has been removed. Additionally, the locale length checks for the
showing dropdown have been removed, allows locale switching even if
article is not preset.
3. > Create or updating the article is quite painful, see the video
Removed the `quickSave` and `saveAndSyncDebounced` usage for a newly
creating article.
4. > I cannot see the articles if I delete the English locale
(irrespective of what I choose as default locale)
Now, the last active locale in UI settings will automatically update to
the default locale when the last active locale is deleted.
5. > Set a new default locale other than `en` and delete the `en` locale
preset in the portal. Then, adding a new locale will automatically set
`en` as the default locale, even if the `en` locale not preset in the
portal.
Now, we pass default locale when we add a new locale.
6. Adds search for all dropdown menus
7. Update article count in realtime.
## Type of change
- [x] Bug fix (non-breaking change which fixes an issue)
## How Has This Been Tested?
**Check this linear issues**
https://linear.app/chatwoot/issue/CW-3913/issues-with-help-center
## Checklist:
- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
---------
Co-authored-by: Pranav <pranav@chatwoot.com>
Fixes#10721
This PR addresses an issue where the data migration in the CE edition
was failing due to missing models. The change ensures that the migration
process runs only when the deployment is using the EE image.
# Pull Request Template
## Description
Fixes
https://linear.app/chatwoot/issue/CW-3853/vite-dev-build-fails-due-to-dart-sass
**Other issue**
| First Header | Second Header |
| ------------- | ------------- |
|
|
|
## Type of change
- [x] Bug fix (non-breaking change which fixes an issue)
## Checklist:
- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
# Pull Request Template
## Description
This PR fixes an issue where deleting the last item on the last page of
responses/documents, would show an empty state instead of loading the
previous page.
Fixes
> If you have pending responses spanning 2 or more pages .. and you
delete the last response in the last page.. instead of showing the
previous page the system show empty state.
## Type of change
- [x] Bug fix (non-breaking change which fixes an issue)
## How Has This Been Tested?
**Loom video**
https://www.loom.com/share/b0e89f774ccd45dab0e8dba2c34bd1ac?sid=d9923bcd-5030-42d9-9b7f-170df5297cfd
## Checklist:
- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
Currently, it’s unclear whether an FAQ item is generated from a
document, derived from a conversation, or added manually.
This PR resolves the issue by providing visibility into the source of
each FAQ. Users can now see whether an FAQ was generated or manually
added and, if applicable, by whom.
- Move the document_id to a polymorphic relation (documentable).
- Updated the APIs to accommodate the change.
- Update the service to add corresponding references.
- Updated the specs.
<img width="1007" alt="Screenshot 2025-01-15 at 11 27 56 PM"
src="https://github.com/user-attachments/assets/7d58f798-19c0-4407-b3e2-748a919d14af"
/>
---------
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
This PR introduces support for an assistant filter on the documents page.
- Moved the existing assistant filter functionality to a standalone, reusable component.
- Updated the documents page and responses page to use the component
This PR introduces a review step for generated FAQs, allowing a human to
validate and approve them before use in customer interactions. While
hallucinations are minimal, this step ensures accurate and reliable FAQs
for Captain to use during LLM calls when responding to customers.
- Added a status field for the FAQ
- Allow the filter on the UI.
<img width="1072" alt="Screenshot 2025-01-15 at 6 39 26 PM"
src="https://github.com/user-attachments/assets/81dfc038-31e9-40e6-8a09-586ebc4e8384"
/>
Previously, the Reports API fetched data based on event triggers. For
example, when an event occurred on an account, the system would
automatically retrieve and display updated information. However, this
approach was designed under the assumption that reports would be
accessed by a small number of users and on an infrequent basis (e.g.,
once daily or weekly).
In scenarios where large customers have multiple team members actively
monitoring reports, this event-driven approach led to an excessive
number of requests, significantly straining the system.
This PR introduces a interval-based fetching of reports instead of the
event-driven model.
# Pull Request Template
## Description
Multiple versions of postgres were getting installed, conflicting with
the `pgvector` extension being installed. This PR sets the version to
`16` for all postgres dependencies ensuring a single version is
installed.
## Type of change
Please delete options that are not relevant.
- [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.
## Checklist:
- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [ ] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
Migration Guide: https://chwt.app/v4/migration
This PR imports all the work related to Captain into the EE codebase. Captain represents the AI-based features in Chatwoot and includes the following key components:
- Assistant: An assistant has a persona, the product it would be trained on. At the moment, the data at which it is trained is from websites. Future integrations on Notion documents, PDF etc. This PR enables connecting an assistant to an inbox. The assistant would run the conversation every time before transferring it to an agent.
- Copilot for Agents: When an agent is supporting a customer, we will be able to offer additional help to lookup some data or fetch information from integrations etc via copilot.
- Conversation FAQ generator: When a conversation is resolved, the Captain integration would identify questions which were not in the knowledge base.
- CRM memory: Learns from the conversations and identifies important information about the contact.
---------
Co-authored-by: Vishnu Narayanan <vishnu@chatwoot.com>
Co-authored-by: Sojan <sojan@pepalo.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Starting v4.0, pgvector support is mandatory. This PR adds pgvector
support for new docker installations.
- Switch to postgres images with pgvector support
- Change the default postgres version from `12` to `16`
Starting v4.0, pgvector support is mandatory. This PR adds pgvector
support for new/existing Linux installations via cwctl.
- Install `pgvector` for new deployments via cwctl
- Show a warning before upgrading to 4.0 or above for existing
installations. The user is expected to install `pgvector` based on their
version of self-hosted Postgres or managed Postgres.
This PR addresses an issue where mention_notification was being
overwritten by assigned_conversation_new_message notifications.
Similarly, participating_conversation_new_message was taking priority
over assigned_conversation_new_message.
The fix ensures that additional notifications are not created in these
scenarios by establishing a priority order for notifications as follows:
1. mention_notification
2. assigned_conversation_new_message
3. participating_conversation_new_message
This change maintains consistency and prevents redundant notifications.
----
Note: In the older implementation of notifications in Chatwoot,
notification objects were created only if the user had subscribed to a
specific notification type. With the new inbox_view model, we are
changing this approach to create notification objects in all cases. This
PR updates the services to remove reliance on notification preferences,
simplifying the logic.
----
Caveat: Since we don’t create extra notifications for new messages if a
mention_notification already exists, a user subscribed to
new_message_notification push/email notifications but not to
mention_notification will not receive notifications in these cases.
- Prevents notifications from being created for conversations or actions
involving blocked contacts.
- The exception is the conversation_mention notification type, which
will still be created when applicable.
