Commit Graph

1218 Commits

Author SHA1 Message Date
Shivam Mishra
40da358dc2 feat: better errors for SMTP (#13401)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2026-02-23 16:00:17 +05:30
Sivin Varghese
418bd177f8 fix: Adjust inbox settings pages layout width (#13590)
# Pull Request Template

## Description

This PR includes,

1. Adjusting the inbox settings page layout width from 3xl to 4xl for
the collaborators, configuration, and bot configuration sections.
2. Adding a dynamic max-width for inbox settings banners based on the
selected tab.
3. Making the sender name preview layout responsive.
4. Reordering automation rule row buttons so Clone appears before
Delete.
5. Update the Gmail icon ratio.
6. Fix height issues with team/inbox pages
7. The delete button changes to red on hover
8. Add border to conversation header when no dashboard apps present


## 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
2026-02-20 20:20:32 +05:30
Natã
dbab0fe8da fix: search header overlap with new conversation form (#13548) 2026-02-20 11:24:37 +05:30
Sivin Varghese
6902969a09 chore: Remove vue-multiselect package and styles from codebase (#13585) 2026-02-19 15:42:34 +05:30
Sivin Varghese
7b2b3ac37d feat(V5): Update settings pages UI (#13396)
# Pull Request Template

## Description

This PR updates settings page UI


## 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
- [ ] 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
2026-02-19 15:04:40 +05:30
Sivin Varghese
229f56d6e3 chore: Remove vue-multiselect and migrate to next components (#13506)
# Pull Request Template

## Description

This PR includes:
1. Removes multiselect usage from the Merge Contact modal (Conversation
sidebar) and replaces it with the existing component used on the Contact
Details page.
2. Replaces legacy form and multiselect elements in Add and Edit
automations flows with next components.**(Also check Macros)**
3. Replace multiselect with ComboBox in contact form country field.
4. Replace multiselect with TagInput in create/edit attribute form.
5. Replace multiselect with TagInput for agent selection in inbox
creation.
6. Replace multiselect with ComboBox in Facebook channel page selection

## Type of change

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

## How Has This Been Tested?

**Screenshots**

1. **Merge modal**
<img width="741" height="449" alt="image"
src="https://github.com/user-attachments/assets/a05a96ec-0692-4d94-9e27-d3e85fd143e4"
/>
<img width="741" height="449" alt="image"
src="https://github.com/user-attachments/assets/fc1dc977-689d-4440-869d-2124e4ca9083"
/>

2. **Automations**
<img width="849" height="1089" alt="image"
src="https://github.com/user-attachments/assets/b0155f06-ab21-4f90-a2c8-5bfbd97b08f7"
/>
<img width="813" height="879" alt="image"
src="https://github.com/user-attachments/assets/0921ac4a-88f5-49ac-a776-cc02941b479c"
/>
<img width="849" height="826" alt="image"
src="https://github.com/user-attachments/assets/44358dae-a076-4e10-b7ba-a4e40ccd817f"
/>

3. **Country field**
<img width="462" height="483" alt="image"
src="https://github.com/user-attachments/assets/d5db9aa1-b859-4327-9960-957d7091678f"
/>

4. **Add/Edit attribute form**
<img width="619" height="646" alt="image"
src="https://github.com/user-attachments/assets/6ab2ea94-73e5-40b8-ac29-399c0543fa7b"
/>
<img width="619" height="646" alt="image"
src="https://github.com/user-attachments/assets/b4c5bb0e-baa0-4ef7-a6a2-adb0f0203243"
/>
<img width="635" height="731" alt="image"
src="https://github.com/user-attachments/assets/74890c80-b213-4567-bf5f-4789dda39d2d"
/>

5. **Agent selection in inbox creation**
<img width="635" height="534" alt="image"
src="https://github.com/user-attachments/assets/0003bad1-1a75-4f20-b014-587e1c19a620"
/>
<img width="809" height="602" alt="image"
src="https://github.com/user-attachments/assets/5e7ab635-7340-420a-a191-e6cd49c02704"
/>

7. **Facebook channel page selection**
<img width="597" height="444" alt="image"
src="https://github.com/user-attachments/assets/f7ec8d84-0a7d-4bc6-92a1-a1365178e319"
/>
<img width="597" height="444" alt="image"
src="https://github.com/user-attachments/assets/d0596c4d-94c1-4544-8b50-e7103ff207a6"
/>
<img width="597" height="444" alt="image"
src="https://github.com/user-attachments/assets/be097921-011b-4dbe-b5f1-5d1306e25349"
/>



## 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: Shivam Mishra <scm.mymail@gmail.com>
2026-02-17 16:40:12 +05:30
Tanmay Deep Sharma
7b512bd00e fix: V2 Assignment service enhancements (#13036)
## Linear Ticket:
https://linear.app/chatwoot/issue/CW-6081/review-feedback

## Description

Assignment V2 Service Enhancements

- Enable Assignment V2 on plan upgrade
- Fix UI issue with fair distribution policy display
- Add advanced assignment feature flag and enhance Assignment V2
capabilities

## Type of change

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

## How Has This Been Tested?

This has been tested using the UI.

## 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

<!-- CURSOR_SUMMARY -->
---

> [!NOTE]
> **Medium Risk**
> Changes auto-assignment execution paths, rate limiting defaults, and
feature-flag gating (including premium plan behavior), which could
affect which conversations get assigned and when. UI rewires inbox
settings and policy flows, so regressions are possible around
navigation/linking and feature visibility.
> 
> **Overview**
> **Adds a new premium `advanced_assignment` feature flag** and uses it
to gate capacity/balanced assignment features in the UI (sidebar entry,
settings routes, assignment-policy landing cards) and backend
(Enterprise balanced selector + capacity filtering).
`advanced_assignment` is marked premium, included in Business plan
entitlements, and auto-synced in Enterprise accounts when
`assignment_v2` is toggled.
> 
> **Improves Assignment V2 policy UX** by adding an inbox-level
“Conversation Assignment” section (behind `assignment_v2`) that can
link/unlink an assignment policy, navigate to create/edit policy flows
with `inboxId` query context, and show an inbox-link prompt after
creating a policy. The policy form now defaults to enabled, disables the
`balanced` option with a premium badge/message when unavailable, and
inbox lists support click-to-navigate.
> 
> **Tightens/adjusts auto-assignment behavior**: bulk assignment now
requires `inbox.enable_auto_assignment?`, conversation ordering uses the
attached `assignment_policy` priority, and rate limiting uses
`assignment_policy` config with an infinite default limit while still
tracking assignments. Tests and i18n strings are updated accordingly.
> 
> <sup>Written by [Cursor
Bugbot](https://cursor.com/dashboard?tab=bugbot) for commit
23bc03bf75ee4376071e4d7fc7cd564c601d33d7. This will update automatically
on new commits. Configure
[here](https://cursor.com/dashboard?tab=bugbot).</sup>
<!-- /CURSOR_SUMMARY -->

---------

Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2026-02-11 12:24:45 +05:30
Sivin Varghese
e65ea24360 fix: Wrong assignee displayed after switching conversations (#13501) 2026-02-10 15:23:55 +05:30
Shivam Mishra
0e30e3c00a fix: add loading and silent retry to summary reports (#13455)
For large accounts, summary report queries can take several seconds to
complete, often times hitting the 15-second production request timeout.
The existing implementation silently swallows these failures and
provides no feedback during loading. Users see stale data with no
indication that a fetch is in progress, and if they interact with
filters while a request is in flight, they trigger race conditions that
can result in mismatched data being displayed.

This is a UX-level fix for what is fundamentally a performance problem.
While the underlying query performance is addressed separately, users
need proper feedback either way

## Approach

The PR adds three things: 

1. A loading overlay on the table, to provide feedback on loading state
2. Disabled filter inputs during loading so that the user does not
request new information that can cause race conditions in updating the
store
3. Silent retry before showing an error.

The retry exists because these queries often succeed on the second
attempt—likely due to database query caching. Rather than immediately
showing an error and forcing the user to manually retry, we do it
automatically. If the second attempt also fails, we show a toast so the
user knows something went wrong.

The store previously caught and discarded errors entirely. It now
rethrows them after resetting the loading flag, allowing components to
handle failures as they see fit.

### Previews

#### Double Retry and Error


https://github.com/user-attachments/assets/c189b173-8017-44b7-9493-417d65582c95

#### Loading State


https://github.com/user-attachments/assets/9f899c20-fbad-469b-93cc-f0d05d0853b0

---------

Co-authored-by: iamsivin <iamsivin@gmail.com>
2026-02-06 19:53:46 +05:30
Sivin Varghese
0d3b59fd9c feat: Refactor reports filters (#13443) 2026-02-06 18:22:30 +05:30
Shivam Mishra
133fb1bcf6 feat: add mark pending action to automation (#13378) 2026-02-02 11:59:51 +05:30
Muhsin Keloth
acd0f1457e feat: Add TikTok social profile display support (#13384)
Fixes
https://linear.app/chatwoot/issue/PLA-77/store-tiktok-user-id-in-contact-attributes
Adds support for displaying TikTok profile links in the contact sidebar,
matching the behavior of other social channels (Instagram, Facebook,
Twitter, etc.).

<img width="400" height="600" alt="CleanShot 2026-01-28 at 15 48 14@2x"
src="https://github.com/user-attachments/assets/c861e6af-6a45-40ff-a4bf-7d46b8937691"
/>
2026-01-29 09:26:10 +04:00
Sivin Varghese
2a69b37958 chore: Update theme colors and add new Inter variable fonts (#13347)
# Pull Request Template

## Description

This PR includes the following updates:

1. Updated the design system color tokens by introducing new tokens for
surfaces, overlays, buttons, labels, and cards, along with refinements
to existing shades.
2. Refreshed both light and dark themes with adjusted background,
border, and solid colors.
3. Replaced static Inter font files with the Inter variable font
(including italic), supporting weights from 100–900.
4. Added custom font weights (420, 440, 460, 520) along with custom
typography classes to enable more fine-grained and consistent typography
control.


## 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
- [ ] 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>
2026-01-28 14:36:04 -08:00
Pranav
7cddba2b08 feat: Add infinite scroll to contacts search page (#13376)
## Summary
- Add `has_more` to contacts search API response to enable infinite
scroll without expensive count queries
- Set `count` to the number of items in the current page instead of
total count
- Implement "Load more" button for contacts search results
- Keep existing contacts visible while loading additional pages

## Changes

### Backend
- Add `fetch_contacts_with_has_more` method that fetches N+1 records to
determine if more pages exist
- Return `has_more` in search endpoint meta response
- Set `count` to current page size instead of total count

### Frontend
- Add `APPEND_CONTACTS` mutation for appending contacts without clearing
existing ones
- Update search action to support `append` parameter
- Add `ContactsLoadMore` component with loading state
- Update `ContactsListLayout` to support infinite scroll mode
- Update `ContactsIndex` to use infinite scroll for search view
2026-01-27 18:55:19 -08:00
Muhsin Keloth
04b2901e1f feat: Conversation workflows(EE) (#13040)
We are expanding Chatwoot’s automation capabilities by
introducing **Conversation Workflows**, a dedicated section in settings
where teams can configure rules that govern how conversations are closed
and what information agents must fill before resolving. This feature
helps teams enforce data consistency, collect structured resolution
information, and ensure downstream reporting is accurate.

Instead of having auto‑resolution buried inside Account Settings, we
introduced a new sidebar item:
- Auto‑resolve conversations (existing behaviour)
- Required attributes on resolution (new)

This groups all conversation‑closing logic into a single place.

#### Required Attributes on Resolve

Admins can now pick which custom conversation attributes must be filled
before an agent can resolve a conversation.

**How it works**

- Admin selects one or more attributes from the list of existing
conversation level custom attributes.
- These selected attributes become mandatory during resolution.
- List all the attributes configured via Required Attributes (Text,
Number, Link, Date, List, Checkbox)
- When an agent clicks Resolve Conversation:
If attributes already have values → the conversation resolves normally.
If attributes are missing → a modal appears prompting the agent to fill
them.

<img width="1554" height="1282" alt="CleanShot 2025-12-10 at 11 42
23@2x"
src="https://github.com/user-attachments/assets/4cd5d6e1-abe8-4999-accd-d4a08913b373"
/>


#### Custom Attributes Integration

On the Custom Attributes page, we will surfaced indicators showing how
each attribute is being used.

Each attribute will show badges such as:

- Resolution → used in the required‑on‑resolve workflow

- Pre‑chat form → already existing

<img width="2390" height="1822" alt="CleanShot 2025-12-10 at 11 43
42@2x"
src="https://github.com/user-attachments/assets/b92a6eb7-7f6c-40e6-bf23-6a5310f2d9c5"
/>


#### Admin Flow

- Navigate to Settings → Conversation Workflows.
- Under Required attributes on resolve, click Add Required Attribute.
- Pick from the dropdown list of conversation attributes.
- Save changes.

Agents will now be prompted automatically whenever they resolve.

<img width="2434" height="872" alt="CleanShot 2025-12-10 at 11 44 42@2x"
src="https://github.com/user-attachments/assets/632fc0e5-767c-4a1c-8cf4-ffe3d058d319"
/>



#### NOTES
- The Required Attributes on Resolve modal should only appear when
values are missing.
- Required attributes must block the resolution action until satisfied.
- Bulk‑resolve actions should follow the same rules — any conversation
missing attributes cannot be bulk‑resolved, rest will be resolved, show
a notification that the resolution cannot be done.
- API resolution does not respect the attributes.

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
2026-01-27 11:36:20 +04:00
Shivam Mishra
0346e9a2c7 fix: captain inbox modal shows wrong assistant data (#13302) 2026-01-19 18:31:46 +05:30
Pranav
a8b302d4cd feat(ee): Review Notes for CSAT Reports (#13289)
CSAT scores are helpful, but on their own they rarely tell the full
story. A drop in rating can come from delayed timelines, unclear
expectations, or simple misunderstandings, even when the issue itself
was handled correctly.

Review Notes for CSAT let admins/report manager roles add internal-only
context next to each CSAT response. This makes it easier to interpret
scores properly and focus on patterns and root causes, not just numbers.


<img width="2170" height="1680" alt="image"
src="https://github.com/user-attachments/assets/56df7fab-d0a7-4a94-95b9-e4c459ad33d5"
/>


### Why this matters

* Capture the real context behind individual CSAT ratings
* Clarify whether a low score points to a genuine service issue or a
process gap
* Spot recurring themes across conversations and teams
* Make CSAT reviews more useful for leadership reviews and
retrospectives

### How Review Notes work

**View CSAT responses**
Open the CSAT report to see overall metrics, rating distribution, and
individual responses.

**Add a Review Note**
For any CSAT entry, managers can add a Review Note directly below the
customer’s feedback.

**Document internal insights**
Use Review Notes to capture things like:

* Why a score was lower or higher than expected
* Patterns you are seeing across similar cases
* Observations around communication, timelines, or customer expectations

Review Notes are visible only to administrators and people with report
access only. We may expand visibility to agents in the future based on
feedback. However, customers never see them.

Each note clearly shows who added it and when, making it easy to review
context and changes over time.
2026-01-15 19:53:57 -08:00
Muhsin Keloth
c483034a07 feat: Add support for sending CSAT surveys via templates (Whatsapp Twilio) (#13143)
Fixes
https://linear.app/chatwoot/issue/CW-6189/support-for-sending-csat-surveys-via-approved-whatsapp

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Vinay Keerthi <11478411+stonecharioteer@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
2026-01-13 16:32:02 +04:00
Sivin Varghese
821a5b85c2 feat: Add conversations summary CSV export (#13110)
# Pull Request Template

## Description

This PR adds support for exporting conversation summary reports as CSV.
Previously, the Conversations report incorrectly showed an option to
download agent reports; this has now been fixed to export
conversation-level data instead.

Fixes
https://linear.app/chatwoot/issue/CW-6176/conversation-reports-export-button-exports-agent-reports-instead

## Type of change

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

## How Has This Been Tested?

### Screenshot
<img width="1859" height="1154" alt="image"
src="https://github.com/user-attachments/assets/419d26f4-fda9-4782-aea6-55ffad0c37ab"
/>



## 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>
2026-01-13 12:30:26 +04:00
Shivam Mishra
34b42a1ce1 feat: add global config for captain settings (#13141)
Co-authored-by: aakashb95 <aakashbakhle@gmail.com>
Co-authored-by: Aakash Bakhle <48802744+aakashb95@users.noreply.github.com>
2026-01-12 19:54:19 +05:30
Vinay Keerthi
005a22fd69 feat: Add sorting by contacts count to companies list (#13012)
## Description

Adds the ability to sort companies by the number of contacts they have
(contacts_count) in ascending or descending order. This is part of the
Chatwoot 5.0 release requirements for the companies feature.

The implementation uses a scope-based approach consistent with other
sorting implementations in the codebase (e.g., contacts sorting by
last_activity_at).

## Type of change

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

## Available Sorting Options

After this change, the Companies API supports the following sorting
options:

| Sort Field | Type | Ascending | Descending |
|------------|------|-----------|------------|
| `name` | string | `?sort=name` | `?sort=-name` |
| `domain` | string | `?sort=domain` | `?sort=-domain` |
| `created_at` | datetime | `?sort=created_at` | `?sort=-created_at` |
| `contacts_count` | integer (scope) | `?sort=contacts_count` |
`?sort=-contacts_count` |

**Note:** Prefix with `-` for descending order. Companies with NULL
contacts_count will appear last (NULLS LAST).

## CURL Examples

**Sort by contacts count (ascending):**
```bash
curl -X GET 'https://app.chatwoot.com/api/v1/accounts/{account_id}/companies?sort=contacts_count' \
  -H 'api_access_token: YOUR_API_TOKEN'
```

**Sort by contacts count (descending):**
```bash
curl -X GET 'https://app.chatwoot.com/api/v1/accounts/{account_id}/companies?sort=-contacts_count' \
  -H 'api_access_token: YOUR_API_TOKEN'
```

**Sort by name (ascending):**
```bash
curl -X GET 'https://app.chatwoot.com/api/v1/accounts/{account_id}/companies?sort=name' \
  -H 'api_access_token: YOUR_API_TOKEN'
```

**Sort by created_at (descending):**
```bash
curl -X GET 'https://app.chatwoot.com/api/v1/accounts/{account_id}/companies?sort=-created_at' \
  -H 'api_access_token: YOUR_API_TOKEN'
```

**With pagination:**
```bash
curl -X GET 'https://app.chatwoot.com/api/v1/accounts/{account_id}/companies?sort=-contacts_count&page=2' \
  -H 'api_access_token: YOUR_API_TOKEN'
```

## How Has This Been Tested?

- Added RSpec tests for both ascending and descending sort
- All 24 existing specs pass
- Manually tested the sorting functionality with test data

**Test configuration:**
- Ruby 3.4.4
- Rails 7.1.5.2
- PostgreSQL (test database)

**To reproduce:**
1. Run `bundle exec rspec
spec/enterprise/controllers/api/v1/accounts/companies_controller_spec.rb`
2. All tests should pass (24 examples, 0 failures)

## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [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

## Technical Details

**Backend changes:**
- Controller: Added `sort_on :contacts_count` with scope-based sorting
- Model: Added `order_on_contacts_count` scope using
`Arel::Nodes::SqlLiteral` and `sanitize_sql_for_order` with `NULLS LAST`
for consistent NULL handling
- Specs: Added 2 new tests for ascending/descending sort validation

**Files changed:**
- `enterprise/app/controllers/api/v1/accounts/companies_controller.rb`
- `enterprise/app/models/company.rb`
-
`spec/enterprise/controllers/api/v1/accounts/companies_controller_spec.rb`

**Note:** This PR only includes the backend implementation. Frontend
changes (sort menu UI + i18n) will follow in a separate commit.

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
2026-01-09 15:20:08 -08:00
Sivin Varghese
92422f979d chore: Replace plain editor with advanced editor (#13071)
# Pull Request Template

## Description

This PR reverts the plain text editor back to the **advanced editor**,
which was previously removed in
[https://github.com/chatwoot/chatwoot/pull/13058](https://github.com/chatwoot/chatwoot/pull/13058).
All channels now use the **ProseMirror editor**, with formatting applied
based on each channel’s configuration.

This PR also fixes issues where **new lines were not properly preserved
during Markdown serialization**, for both:

* `Enter or CMD/Ctrl+enter` (new paragraph)
* `Shift+Enter` (`hard_break`)

Additionally, it resolves related **[Sentry
issue](https://chatwoot-p3.sentry.io/issues/?environment=production&project=4507182691975168&query=is%3Aunresolved%20markdown&referrer=issue-list&statsPeriod=7d)**.

With these changes:

* Line breaks and spacing are now preserved correctly when saving canned
responses.
* When editing a canned response, the content retains the exact spacing
and formatting as saved in editor.
* Canned responses are now correctly converted to plain text where
required and displayed consistently in the canned response list.

### https://github.com/chatwoot/prosemirror-schema/pull/38

---

## Type of change

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

## 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
- [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>
2026-01-08 15:17:54 +05:30
Muhsin Keloth
3e5b2979eb feat: Add support for sending CSAT surveys via templates (Whatsapp Cloud) (#12787)
This PR enables sending CSAT surveys on WhatsApp using approved WhatsApp
message templates, ensuring survey delivery even after the 24-hour
session window.

The system now automatically creates, updates, and monitors WhatsApp
CSAT templates without manual intervention.

<img width="1664" height="1792" alt="approved"
src="https://github.com/user-attachments/assets/c6efd61e-1d01-4738-abb6-0afc0dace975"
/>

#### Why this change

Previously, WhatsApp CSAT messages failed outside the 24-hour customer
window.

With this update:

- CSAT surveys are delivered reliably using WhatsApp templates
- Template creation happens automatically in the background
- Users can modify survey content and recreate templates easily
- Clear UI states show template approval status

#### Screens & States

<details>
<summary>Default — No template configured yet</summary>
<img width="1662" height="1788" alt="default"
src="https://github.com/user-attachments/assets/ed26d71b-cf7c-4a26-a2af-da88772c847c"
/>
</details>
<details>
<summary>Pending — Template submitted, awaiting Meta approval</summary>
<img width="1658" height="1816" alt="pending"
src="https://github.com/user-attachments/assets/923b789b-d91b-4364-905d-e56a2b65331a"
/>
</details>
<details>
<summary>Approved — Survey will be sent when conversation
resolves</summary>
<img width="1664" height="1792" alt="approved"
src="https://github.com/user-attachments/assets/c6efd61e-1d01-4738-abb6-0afc0dace975"
/>
</details>
<details>
<summary>Rejected — Template rejected by Meta</summary>
<img width="1672" height="1776" alt="rejected"
src="https://github.com/user-attachments/assets/f69a9b0e-be27-4e67-a993-7b8149502c4f"
/>
</details>
<details>
<summary>Not Found — Template missing in Meta Platform</summary>
<img width="1660" height="1784" alt="not-exist"
src="https://github.com/user-attachments/assets/a2a4b4f7-b01a-4424-8fcb-3ed84256e057"
/>
</details>
<details>
<summary>Edit Template — Delete & recreate template on change</summary>
<img width="2342" height="1778" alt="edit-survey"
src="https://github.com/user-attachments/assets/0f999285-0341-4226-84e9-31f0c6446924"
/>
</details>

#### Test Cases


**1. First-time CSAT setup on WhatsApp inbox**

- Enable CSAT
- Enter message + button text
- Save
- Expected: Template created automatically, UI shows pending state

**2. CSAT toggle without changing text**

- Existing approved template
- Toggle CSAT OFF → ON (no text change)
- Expected: No confirmation alert, no template recreation

**3. Editing only survey rules**

- Modify labels or rule conditions only
- Expected: No confirmation alert, template remains unchanged

**4. Template text change**

- Change survey message or button text
- Save
- Expected:
    - Confirmation dialog shown
    - On confirm → previous template deleted, new one created
    - On cancel → revert to previous values

**5. Language change**

- Change template language (e.g., en → es)
- Expected: Confirmation dialog + new template on confirm

 **6. Sending survey**

- Template approved → always send template
- Template pending → send free-form within 24 hours only
- Template rejected/missing → fallback to free-form (if within window)
- Outside 24 hours & no approved template → activity log only

**7. Non-WhatsApp inbox**

- Enable CSAT for email/web inbox
- Expected: No template logic triggered


Fixes
https://linear.app/chatwoot/issue/CW-6188/support-for-sending-csat-surveys-via-approved-whatsapp

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Vinay Keerthi <11478411+stonecharioteer@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
2026-01-06 11:46:00 +04:00
Gabriel Jablonski
d2e6d6aee3 fix: Improve handling of empty custom attributes list in settings (#13127)
## Description

This PR fixes a UX bug in the Custom Attributes settings page where
switching tabs becomes impossible when the currently selected tab has no
attributes.

Closes #13120

### The Problem
When viewing the Custom Attributes settings page, if one tab (e.g.,
Conversation) has no attributes, users could not switch to the other tab
(e.g., Contact) which might have attributes.

### Root Cause
The `SettingsLayout` component receives `no-records-found` prop which,
when true, hides the entire body content including the TabBar. Since the
TabBar was inside the body slot, it would be hidden whenever the current
tab had no attributes, preventing users from switching tabs.

### The Fix
- Removed the `no-records-found` and `no-records-message` props from
`SettingsLayout`
- Moved the empty state message inline within the body, displayed below
the TabBar
- The TabBar is now always visible regardless of whether there are
attributes in the selected tab

### Key Changes
- Modified `Index.vue` to handle empty state inline while keeping TabBar
accessible

## Type of change

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

## How Has This Been Tested?

1. Navigate to Settings > Custom Attributes
2. Ensure only one tab (e.g., Contact) has custom attributes
3. Switch to the empty tab (e.g., Conversation)
4. Verify the TabBar remains visible and the empty state message is
shown
5. Switch back to the tab with attributes
6. Verify attributes are displayed correctly
7. Repeat with both tabs empty and both tabs with attributes
2025-12-22 15:10:45 -08:00
Sojan Jose
c22a31c198 feat: Voice Channel (#11602)
Enables agents to initiate outbound calls and receive incoming calls
directly from the Chatwoot dashboard, with Twilio as the initial
provider.

Fixes:  #11481 

> This is an integration branch to ensure features works well and might
be often broken on down merges, we will be extracting the
functionalities via smaller PRs into develop

- [x] https://github.com/chatwoot/chatwoot/pull/11775
- [x] https://github.com/chatwoot/chatwoot/pull/12218
- [x] https://github.com/chatwoot/chatwoot/pull/12243
- [x] https://github.com/chatwoot/chatwoot/pull/12268
- [x] https://github.com/chatwoot/chatwoot/pull/12361
- [x]  https://github.com/chatwoot/chatwoot/pull/12782
- [x] #13064
- [ ] Ability for agents to join the inbound calls ( included in this PR
)

---------

Co-authored-by: Claude <noreply@anthropic.com>
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>
Co-authored-by: Pranav <pranav@chatwoot.com>
2025-12-19 12:41:33 -08:00
Mazen Khalil
ca5e112a8c feat: TikTok channel (#12741)
fixes: #11834

This pull request introduces TikTok channel integration, enabling users
to connect and manage TikTok business accounts similarly to other
supported social channels. The changes span backend API endpoints,
authentication helpers, webhook handling, configuration, and frontend
components to support TikTok as a first-class channel.


**Key Notes**
* This integration is only compatible with TikTok Business Accounts
* Special permissions are required to access the TikTok [Business
Messaging
API](https://business-api.tiktok.com/portal/docs?id=1832183871604753).
* The Business Messaging API is region-restricted and is currently
unavailable to users in the EU.
* Only TEXT, IMAGE, and POST_SHARE messages are currently supported due
to limitations in the TikTok Business Messaging API
* A message will be successfully sent only if it contains text alone or
one image attachment. Messages with multiple attachments or those
combining text and attachments will fail and receive a descriptive error
status.
* Messages sent directly from the TikTok App will be synced into the
system
* Initiating a new conversation from the system is not permitted due to
limitations from the TikTok Business Messaging API.


**Backend: TikTok Channel Integration**

* Added `Api::V1::Accounts::Tiktok::AuthorizationsController` to handle
TikTok OAuth authorization initiation, returning the TikTok
authorization URL.
* Implemented `Tiktok::CallbacksController` to handle TikTok OAuth
callback, process authorization results, create or update channel/inbox,
and handle errors or denied scopes.
* Added `Webhooks::TiktokController` to receive and verify TikTok
webhook events, including signature verification and event dispatching.
* Created `Tiktok::IntegrationHelper` module for JWT-based token
generation and verification for secure TikTok OAuth state management.

**Configuration and Feature Flags**

* Added TikTok app credentials (`TIKTOK_APP_ID`, `TIKTOK_APP_SECRET`) to
allowed configs and app config, and registered TikTok as a feature in
the super admin features YAML.
[[1]](diffhunk://#diff-5e46e1d248631a1147521477d84a54f8ba6846ea21c61eca5f70042d960467f4R43)
[[2]](diffhunk://#diff-8bf37a019cab1dedea458c437bd93e34af1d6e22b1672b1d43ef6eaa4dcb7732R69)
[[3]](diffhunk://#diff-123164bea29f3c096b0d018702b090d5ae670760c729141bd4169a36f5f5c1caR74-R79)

**Frontend: TikTok Channel UI and Messaging Support**

* Added `TiktokChannel` API client for frontend TikTok authorization
requests.
* Updated channel icon mappings and tests to include TikTok
(`Channel::Tiktok`).
[[1]](diffhunk://#diff-b852739ed45def61218d581d0de1ba73f213f55570aa5eec52aaa08f380d0e16R16)
[[2]](diffhunk://#diff-3cd3ae32e94ef85f1f2c4435abf0775cc0614fb37ee25d97945cd51573ef199eR64-R69)
* Enabled TikTok as a supported channel in contact forms, channel
widgets, and feature toggles.
[[1]](diffhunk://#diff-ec59c85e1403aaed1a7de35971fe16b7033d5cd763be590903ebf8f1ca25a010R47)
[[2]](diffhunk://#diff-ec59c85e1403aaed1a7de35971fe16b7033d5cd763be590903ebf8f1ca25a010R69)
[[3]](diffhunk://#diff-725b90ca7e3a6837ec8291e9f57094f6a46b3ee00e598d16564f77f32cf354b0R26-R29)
[[4]](diffhunk://#diff-725b90ca7e3a6837ec8291e9f57094f6a46b3ee00e598d16564f77f32cf354b0R51-R54)
[[5]](diffhunk://#diff-725b90ca7e3a6837ec8291e9f57094f6a46b3ee00e598d16564f77f32cf354b0R68)
* Updated message meta logic to support TikTok-specific message statuses
(sent, delivered, read).
[[1]](diffhunk://#diff-e41239cf8dda36c1bd1066dbb17588ae8868e56289072c74b3a6d7ef5abdd696R23)
[[2]](diffhunk://#diff-e41239cf8dda36c1bd1066dbb17588ae8868e56289072c74b3a6d7ef5abdd696L63-R65)
[[3]](diffhunk://#diff-e41239cf8dda36c1bd1066dbb17588ae8868e56289072c74b3a6d7ef5abdd696L81-R84)
[[4]](diffhunk://#diff-e41239cf8dda36c1bd1066dbb17588ae8868e56289072c74b3a6d7ef5abdd696L103-R107)
* Added support for embedded message attachments (e.g., TikTok embeds)
with a new `EmbedBubble` component and updated message rendering logic.
[[1]](diffhunk://#diff-c3d701caf27d9c31e200c6143c11a11b9d8826f78aa2ce5aa107470e6fdb9d7fR31)
[[2]](diffhunk://#diff-047859f9368a46d6d20177df7d6d623768488ecc38a5b1e284f958fad49add68R1-R19)
[[3]](diffhunk://#diff-c3d701caf27d9c31e200c6143c11a11b9d8826f78aa2ce5aa107470e6fdb9d7fR316)
[[4]](diffhunk://#diff-cbc85e7c4c8d56f2a847d0b01cd48ef36e5f87b43023bff0520fdfc707283085R52)
* Adjusted reply policy and UI messaging for TikTok's 48-hour reply
window.
[[1]](diffhunk://#diff-0d691f6a983bd89502f91253ecf22e871314545d1e3d3b106fbfc76bf6d8e1c7R208-R210)
[[2]](diffhunk://#diff-0d691f6a983bd89502f91253ecf22e871314545d1e3d3b106fbfc76bf6d8e1c7R224-R226)

These changes collectively enable end-to-end TikTok channel support,
from configuration and OAuth flow to webhook processing and frontend
message handling.


------------

# TikTok App Setup & Configuration
1. Grant access to the Business Messaging API
([Documentation](https://business-api.tiktok.com/portal/docs?id=1832184145137922))
2. Set the app authorization redirect URL to
`https://FRONTEND_URL/tiktok/callback`
3. Update the installation config with TikTok App ID and Secret
4. Create a Business Messaging Webhook configuration and set the
callback url to `https://FRONTEND_URL/webhooks/tiktok`
([Documentation](https://business-api.tiktok.com/portal/docs?id=1832190670631937))
. You can do this by calling
`Tiktok::AuthClient.update_webhook_callback` from rails console once you
finish Tiktok channel configuration in super admin ( will be automated
in future )
5. Enable TikTok channel feature in an account

---------

Co-authored-by: Sojan Jose <sojan@pepalo.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
2025-12-17 07:54:50 -08:00
Muhsin Keloth
cfa0bb953b feat: Custom attribute page redesign (#13087)
Fixes
https://linear.app/chatwoot/issue/CW-6096/custom-attributes-page-redesign
<img width="2390" height="1822"
alt="524664368-b92a6eb7-7f6c-40e6-bf23-6a5310f2d9c5"
src="https://github.com/user-attachments/assets/a29726e7-3d28-4811-8429-6483056d57cb"
/>

---------

Co-authored-by: iamsivin <iamsivin@gmail.com>
2025-12-17 14:30:49 +05:30
Sivin Varghese
863c033699 fix: Strip unsupported markdown formatting from canned responses (#13028)
# Pull Request Template

## Description

This PR fixes, 
1. **Issue with canned response insertion** - Canned responses with
formatting (bold, italic, code, lists, etc.) were not being inserted
into channels that don't support that formatting.
Now unsupported markdown syntax is automatically stripped based on the
channel's schema before insertion.
2. **Make image node optional** - Images are now stripped while paste.
9e269fca04
3. Enable **bold** and _italic_ for API channel

Fixes
https://linear.app/chatwoot/issue/CW-6091/editor-breaks-when-inserting-canned-response

## 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/9a5215dfef2949fcaa3871f51bdec4bb


## 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
2025-12-09 09:15:35 +05:30
Giuseppe Di Giorno
aa21c15d0e fix: hide linear card when not enabled (#12918)
The Linear card now only appears in conversation sidebar when:

- The linear_integration feature flag is enabled for the account
- LINEAR_CLIENT_ID is configured (inferred from the integration existing
in the store)

This matches the backend behavior: if LINEAR_CLIENT_ID is not set, the
integration is filtered out of the API response, so it won't exist in
the store.

In addition, I discovered that Settings/Integrations page showed Linear
card even if it was disabled but Linear client_id set. Now the Linear
card shows only if both conditions are met.

Fixes #12909 

## How Has This Been Tested?

#### Before


https://github.com/user-attachments/assets/cd21b881-5332-48f8-b230-662abc256ba2


#### After



https://github.com/user-attachments/assets/d794cc2e-19d6-4545-b2ef-3af054c2ac81



---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2025-12-08 20:49:50 +05:30
Sivin Varghese
399c91adaa feat: Standardize rich editor across all channels (#12600)
# Pull Request Template

## Description

This PR includes,

1. **Channel-specific formatting and menu options** for the rich reply
editor.
2. **Removal of the plain reply editor** and full **standardization** on
the rich reply editor across all channels.
3. **Fix for multiple canned responses insertion:**
* **Before:** The plain editor only allowed inserting canned responses
at the beginning of a message, making it impossible to combine multiple
canned responses in a single reply. This caused inconsistent behavior
across the app.
* **Solution:** Replaced the plain reply editor with the rich
(ProseMirror) editor to ensure a unified experience. Agents can now
insert multiple canned responses at any cursor position.
4. **Floating editor menu** for the reply box to improve accessibility
and overall user experience.
5. **New Strikethrough formatting option** added to the editor menu.

---

**Editor repo PR**:
https://github.com/chatwoot/prosemirror-schema/pull/36

Fixes https://github.com/chatwoot/chatwoot/issues/12517,
[CW-5924](https://linear.app/chatwoot/issue/CW-5924/standardize-the-editor),
[CW-5679](https://linear.app/chatwoot/issue/CW-5679/allow-inserting-multiple-canned-responses-in-a-single-message)

## Type of change

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

## How Has This Been Tested?

### Screenshot
**Dark**
<img width="850" height="345" alt="image"
src="https://github.com/user-attachments/assets/47748e6c-380f-44a3-9e3b-c27e0c830bd0"
/>

**Light**
<img width="850" height="345" alt="image"
src="https://github.com/user-attachments/assets/6746cf32-bf63-4280-a5bd-bbd42c3cbe84"
/>


## 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>
Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Vinay Keerthi <11478411+stonecharioteer@users.noreply.github.com>
2025-12-08 14:43:45 +05:30
Tanmay Deep Sharma
eb759255d8 perf: update the logic to purchase credits (#12998)
## Description

- Replaces Stripe Checkout session flow with direct card charging for AI
credit top-ups
- Adds a two-step confirmation modal (select package → confirm purchase)
for better UX
- Creates Stripe invoice directly and charges the customer's default
payment method immediately

## Type of change

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

## How Has This Been Tested?

- Using the specs
- UI manual test cases

<img width="945" height="580" alt="image"
src="https://github.com/user-attachments/assets/52bdad46-cd0e-4927-b13f-54c6b6353bcc"
/>

<img width="945" height="580" alt="image"
src="https://github.com/user-attachments/assets/231bc7e9-41ac-440d-a93d-cba45a4d3e3e"
/>


## Checklist:

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

---------

Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2025-12-08 10:52:17 +05:30
Tanmay Deep Sharma
b269cca0bf feat: Add AI credit topup flow for Stripe (#12988)
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
2025-12-02 17:53:44 -08:00
Sivin Varghese
f23d95e004 feat: Add Pinia support and relocate store factory (#12854)
Co-authored-by: Vinay Keerthi <11478411+stonecharioteer@users.noreply.github.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
2025-11-28 16:31:59 +05:30
Gabriel Jablonski
7e0507e3b5 fix: invalid language tag in heatmap component in reports page (#12952)
## Description

This PR fixes a `RangeError: Invalid language tag` that occurs in the
Heatmap report when using locales with underscores (e.g., `pt_BR`,
`zh_TW`).

The issue was caused by passing the raw locale string from `vue-i18n`
(which uses underscores for some regions) directly to
`Intl.DateTimeFormat`. The `Intl` API expects BCP 47 language tags which
use hyphens (e.g., `pt-BR`).

This change sanitizes the locale string by replacing underscores with
hyphens before creating the `DateTimeFormat` instance.

Fixes #12951
2025-11-26 13:24:29 +05:30
Sivin Varghese
f0538b25ed fix: Reactive assistantId issue in Captain Inbox after route changes (#12939) 2025-11-25 18:47:18 +05:30
Shivam Mishra
389b864020 fix: click event for billing support (#12942) 2025-11-25 14:53:27 +05:30
Sojan Jose
48627da0f9 feat: outbound voice call essentials (#12782)
- Enables outbound voice calls in voice channel . We are only caring
about wiring the logic to trigger outgoing calls to the call button
introduced in previous PRs. We will connect it to call component in
subsequent PRs

ref: #11602 

## Screens

<img width="2304" height="1202" alt="image"
src="https://github.com/user-attachments/assets/b91543a8-8d4e-4229-bd80-9727b42c7b0f"
/>

<img width="2304" height="1200" alt="image"
src="https://github.com/user-attachments/assets/1a1dad2a-8cb2-4aa2-9702-c062416556a7"
/>

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Vishnu Narayanan <vishnu@chatwoot.com>
2025-11-24 17:47:00 -08:00
Sivin Varghese
45fa697885 chore: Hide pagination for empty company list (#12920) 2025-11-21 12:23:01 +05:30
Sivin Varghese
38d6ee6dd2 chore: Save company list sorting preferences in UI settings (#12916)
# Pull Request Template

## Description

This PR saves the company list sorting preferences (field and order) in
the user’s UI settings. The sort state is initialized from the stored
preferences when the component mounts, defaulting to `-created_at` if
none exist.

Fixes
https://linear.app/chatwoot/issue/CW-5992/save-sort-filter-to-ui-settings

## 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
- [ ] 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
2025-11-20 16:51:27 -08:00
Sojan Jose
5f2b2f4221 feat: APIs to assign agents_bots as assignee in conversations (#12836)
## Summary
- add an assignee_agent_bot_id column as an initital step to prototype
this before fully switching to polymorphic assignee
- update assignment APIs and conversation list / show endpoints to
reflect assignee as agent bot
- ensure webhook payloads contains agent bot assignee


[Codex
Task](https://chatgpt.com/codex/tasks/task_e_6912833377e48326b6641b9eee32d50f)

---------

Co-authored-by: Pranav <pranav@chatwoot.com>
2025-11-18 18:20:58 -08:00
Vishnu Narayanan
70c183ea6e feat: hide email forwarding address if INBOUND_EMAIL_DOMAIN is not configured (#12768)
#### Summary

- Improved email inbox setup flow to handle cases where inbound email
forwarding is not configured on the installation
- Added conditional display of email forwarding address based on
MAILER_INBOUND_EMAIL_DOMAIN environment variable availability
- Enhanced user messaging to guide users toward configuring SMTP/IMAP
settings when forwarding is unavailable

#### Changes

**Backend (app/views/api/v1/models/_inbox.json.jbuilder)**
- Added forwarding_enabled boolean flag to inbox API response based on
MAILER_INBOUND_EMAIL_DOMAIN presence
- Made forward_to_email conditional - only included when forwarding is
enabled

  **Frontend - Inbox Creation Flow**
- Created new EmailInboxFinish.vue component to handle email inbox setup
completion
  - Shows different messages based on whether forwarding is enabled:
- With forwarding: displays forwarding address and encourages SMTP/IMAP
configuration
- Without forwarding: warns that SMTP/IMAP configuration is required for
emails to be processed
- Added link to configuration page for easy access to SMTP/IMAP settings

<img width="988" height="312" alt="Screenshot 2025-11-18 at 3 27 27 PM"
src="https://github.com/user-attachments/assets/928aff78-df73-49fa-9a26-dbbd1297b26a"
/>

<img width="765" height="489" alt="Screenshot 2025-11-18 at 3 24 46 PM"
src="https://github.com/user-attachments/assets/6a182c7d-087f-4e88-92a5-30f147a567a7"
/>


Fixes
https://linear.app/chatwoot/issue/CW-5881/hide-forwaring-email-section-if-inbound-email-domain-is-not-configured


## Type of change

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

## How Has This Been Tested?

- Tested locally

## Checklist:

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

---------

Co-authored-by: Pranav <pranav@chatwoot.com>
2025-11-18 18:05:12 -08:00
Sivin Varghese
e33f28dc33 feat: Companies page (#12842)
# Pull Request Template

## Description

This PR introduces a new Companies section in the Chatwoot dashboard. It
lists all companies associated with the account and includes features
such as **search**, **sorting**, and **pagination** to enable easier
navigation and efficient management.

Fixes
https://linear.app/chatwoot/issue/CW-5928/add-companies-tab-to-dashboard

## Type of change

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

## How Has This Been Tested?

### Screenshot
<img width="1619" height="1200" alt="image"
src="https://github.com/user-attachments/assets/21f0a666-c3d6-4dec-bd02-1e38e0cd9542"
/>



## 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: Vinay Keerthi <11478411+stonecharioteer@users.noreply.github.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2025-11-18 15:29:15 +05:30
Sojan Jose
77f492590e feat: Control the allowed login methods via Super Admin (#12892)
- Control the allowed authentication methods for a chatwoot installation
via super admin configs. [SAML, Google Auth etc]
------
[Codex
Task](https://chatgpt.com/codex/tasks/task_e_6917d503b6e48326a261672c1de91462)

---------

Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-11-17 21:55:12 -08:00
Sivin Varghese
eed1825d5a fix: Brand installation name not showing (#12861)
# Pull Request Template

## Description

Fixes
https://linear.app/chatwoot/issue/CW-5946/fix-brand-installation-name-issue-in-dyte

## 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
2025-11-13 22:16:25 +05:30
Sivin Varghese
651645fbd2 chore: Update missing places with new colors (#12862)
# Pull Request Template

## Description

This PR updates the colors in places that were missed during the color
update migration.

## 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
2025-11-13 22:16:13 +05:30
Gabriel Jablonski
bdcb1934c0 feat(webhooks): add name to webhook (#12641)
## Description

When working with webhooks, it's easy to lose track of which URL is
which. Adding a `name` (optional) column to the webhook model is a
straight-forward solution to make it significantly easier to identify
webhooks.

## Type of change

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

## How Has This Been Tested?

Model and controller specs, and also running in production over several
months without any issues.

| Before | After |
| --- | --- |
| <img width="949" height="990" alt="image copy 3"
src="https://github.com/user-attachments/assets/6b33c072-7d16-4a9c-a129-f9c0751299f5"
/> | <img width="806" height="941" alt="image"
src="https://github.com/user-attachments/assets/77f3cb3a-2eb0-41ac-95bf-d02915589690"
/> |
| <img width="1231" height="650" alt="image copy 2"
src="https://github.com/user-attachments/assets/583374af-96e0-4436-b026-4ce79b7f9321"
/> | <img width="1252" height="650" alt="image copy"
src="https://github.com/user-attachments/assets/aa81fb31-fd18-4e21-a40e-d8ab0dc76b4e"
/> |


## 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
2025-11-13 13:28:15 +05:30
Shivam Mishra
28e16f7ee0 feat: allow selecting month range in overview reports (#12701)
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
2025-11-12 18:34:00 +05:30
Sivin Varghese
fb0be60ae2 chore: Improve captain layout (#12820) 2025-11-12 18:31:17 +05:30
Pranav
01363042ce fix: Handle login when there are no accounts (#12816) 2025-11-07 10:14:59 +05:30
Sivin Varghese
5bf39d20e5 feat: Update Captain navigation structure (#12761)
# Pull Request Template

## Description

This PR includes an update to the Captain navigation structure.

## Route Structure

```javascript
1. captain_assistants_responses_index    → /captain/:assistantId/faqs
2. captain_assistants_documents_index    → /captain/:assistantId/documents
3. captain_assistants_scenarios_index    → /captain/:assistantId/scenarios
4. captain_assistants_playground_index   → /captain/:assistantId/playground
5. captain_assistants_inboxes_index      → /captain/:assistantId/inboxes
6. captain_tools_index                   → /captain/tools
7. captain_assistants_settings_index     → /captain/:assistantId/settings
8. captain_assistants_guardrails_index   → /captain/:assistantId/settings/guardrails
9. captain_assistants_guidelines_index   → /captain/:assistantId/settings/guidelines
10. captain_assistants_index             → /captain/:navigationPath
```

**How it works:**

1. User clicks sidebar item → Routes to `captain_assistants_index` with
`navigationPath`
2. `AssistantsIndexPage` validates route and gets last active assistant,
if not redirects to assistant create page.
3. Routes to actual page: `/captain/:assistantId/:page`
4. Page loads with correct assistant context

Fixes
https://linear.app/chatwoot/issue/CW-5832/updating-captain-navigation

## Type of change

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

## 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
- [ ] 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>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
2025-11-06 16:31:23 -08:00