Commit Graph

2583 Commits

Author SHA1 Message Date
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
Sivin Varghese
c5f6844877 fix: Disable reply editor outside WhatsApp reply window (#13454) 2026-02-17 14:07:36 +05:30
Sivin Varghese
fb2f5e1d42 fix: Persist compose form state on accidental outside click (#13529) 2026-02-17 13:57:44 +05:30
Sivin Varghese
cfe3061b5d feat: Allow removing labels via conversation context menu (#13525)
# Pull Request Template

## Description

This PR adds support for removing labels from the conversation card
context menu. Assigned labels now show a checkmark, and clicking an
already-selected label will remove it.

Fixes
https://linear.app/chatwoot/issue/CW-6400/allow-removing-labels-directly-from-the-right-click-menu
https://github.com/chatwoot/chatwoot/issues/13367
## Type of change

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

## How Has This Been Tested?

**Screencast**


https://github.com/user-attachments/assets/4e3a6080-a67d-4851-9d10-d8dbf3ceeb04




## 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
2026-02-17 13:30:55 +05:30
Aakash Bakhle
101eca3003 feat: add captain editor events (#13524)
## Description

Adds missing analytics instrumentation for the editor AI funnel so we
can measure end-to-end usage and outcome quality.

### What was added

- Captain: Editor AI menu opened
- Captain: Generation failed
- Captain: AI-assisted message sent

### Behavior covered

- Tracks AI button click + menu open from both entry points:
    - top panel sparkle button
    - inline editor copilot button
- Tracks generation failures (initial + follow-up stages).
- Tracks whether accepted AI content was sent as-is or edited before
send.

### Notes

- Applies to editor Captain accept/send flow
(rewrite/summarize/reply_suggestion + follow-ups).
- Does not change Copilot sidebar flow instrumentation.

## Type of change

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

## How Has This Been Tested?

### Manual verification steps

<img width="1906" height="832" alt="image"
src="https://github.com/user-attachments/assets/f0ade43b-aa8d-41be-8ca2-20a091a81f60"
/>

<img width="828" height="280" alt="image"
src="https://github.com/user-attachments/assets/be76219e-fb61-4a6e-bff5-dc085b0a3cc9"
/>

<img width="415" height="147" alt="image"
src="https://github.com/user-attachments/assets/36802c5c-33a7-49ed-bf7e-f0b02d86dccc"
/>

<img width="2040" height="516" alt="image"
src="https://github.com/user-attachments/assets/74b95288-bc86-4312-a282-14211ae8f25c"
/>


1. Open a conversation with Captain tasks enabled.
2. Click AI button in top panel and inline editor.
3. Confirm analytics events fire for:
    - AI menu opened
4. Run an AI action and force a failure scenario (or empty response
path) and confirm generation-failed event.
5. Accept AI output, then:
    - send without changes -> editedBeforeSend: false
    - edit then send -> editedBeforeSend: true

## 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
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
2026-02-17 13:26:56 +05:30
Tanmay Deep Sharma
9cd7c4ef89 fix: Enhance notification emails with message details and handle failed messages (#13273)
## Description

Handle messages with null content properly in UI and email notifications

## Type of change

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

## Relevant Screenshots:
<img width="688" height="765" alt="Screenshot 2026-01-21 at 4 43 00 PM"
src="https://github.com/user-attachments/assets/6a27c22e-2ae6-4377-a05d-cfa44bf181fe"
/>


## 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**
> Touches notification email templates and message rendering conditions;
mistakes could lead to missing content/attachments in emails or
incorrect UI visibility, but changes are localized and non-auth/security
related.
> 
> **Overview**
> Agent notification emails for *assigned* and *participating* new
messages now include the actual message details (sender name, rendered
text when present, and attachment links) and gracefully fall back when
content is unavailable.
> 
> To support this, the mailer now passes `@message` into Liquid via
`MessageDrop` (adding `attachments` URLs), and the dashboard message UI
now renders failed/external-error messages even when `content` is `null`
while tightening retry eligibility to require content or attachments
(and still within 1 day).
> 
> <sup>Written by [Cursor
Bugbot](https://cursor.com/dashboard?tab=bugbot) for commit
475c8cedda54eb5e806990f977faf8098d0b27d8. This will update automatically
on new commits. Configure
[here](https://cursor.com/dashboard?tab=bugbot).</sup>
<!-- /CURSOR_SUMMARY -->

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2026-02-16 14:47:33 +05:30
Sojan Jose
fd5ac2a8a3 fix: apply installation branding replacement in tooltip copy (#13538)
## Summary
Fix hardcoded `Chatwoot` branding in two UI tooltips using the existing
`useBranding` flow so self-hosted/white-label deployments no longer show
the wrong brand text.

## Changes
- LabelSuggestion tooltip now uses:
  - `replaceInstallationName($t('LABEL_MGMT.SUGGESTIONS.POWERED_BY'))`
- Message avatar tooltip (native app/external echo) now uses:
  - `replaceInstallationName(t('CONVERSATION.NATIVE_APP_ADVISORY'))`

## Why
This follows the existing branding pattern already used in the product
and keeps behavior consistent across deployments.

## Notes
- No change to message logic or API behavior.
- `AGENTS.md` updated with a branding guidance note.

## Fixes
- Fixes https://github.com/chatwoot/chatwoot/issues/13306
- Fixes https://github.com/chatwoot/chatwoot/issues/13466

## Testing

<img width="195" height="155" alt="Screenshot 2026-02-13 at 3 55 39 PM"
src="https://github.com/user-attachments/assets/5b295cdd-6e5d-42c0-bbd7-23ba7052e1c3"
/>
<img width="721" height="152" alt="Screenshot 2026-02-13 at 3 55 48 PM"
src="https://github.com/user-attachments/assets/19cec2a0-451f-4fb3-bd61-7c2e591fc3c7"
/>
2026-02-13 16:47:25 -08:00
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
Sivin Varghese
b252656984 fix: Prevent race condition in conversation dataFetched flag (#13492)
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2026-02-10 15:23:14 +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
Tanmay Deep Sharma
7ade9061a8 feat: display total FAQ count in Related FAQs dialog (#13433)
## Description

Display the total count of generated FAQs in the Related FAQs dialog
title to give users immediate visibility into how many FAQs were
generated from a document.

## Type of change

Please delete options that are not relevant.

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

## Snapshots?

<img width="717" height="268" alt="Screenshot 2026-02-04 at 1 47 36 AM"
src="https://github.com/user-attachments/assets/c3e927ce-6d09-499d-8d02-8a44e0c353e2"
/>


## 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]
> **Low Risk**
> Small UI-only change using existing store metadata; risk is limited to
incorrect/blank counts if `meta.totalCount` is missing or stale.
> 
> **Overview**
> Updates the `RelatedResponses` dialog to display the total related
response count in the title by reading
`captainResponses/getMeta.totalCount` (defaulting to 0) and appending it
as `(<count>)`.
> 
> <sup>Written by [Cursor
Bugbot](https://cursor.com/dashboard?tab=bugbot) for commit
7cd67c9991faceeff33d33c319e324b1c6cf73f4. This will update automatically
on new commits. Configure
[here](https://cursor.com/dashboard?tab=bugbot).</sup>
<!-- /CURSOR_SUMMARY -->
2026-02-04 11:27:51 +05:30
Muhsin Keloth
b686d14044 feat: Handle external echo messages from native apps (#13371)
When businesses use WhatsApp Business App (co-existence mode) or
Instagram App or TikTok alongside Chatwoot, messages sent from the
native apps were not synced properly back to Chatwoot. This left agents
with an incomplete conversation history and no visibility into responses
sent outside the dashboard. Additionally, if these echo messages did
arrive, they appeared as "Sent by: Bot" in the UI since they had no
sender, making it confusing for agents.

This PR subscribes to WhatsApp `smb_message_echoes` webhook events and
routes them through the existing service with an `outgoing_echo` flag,
mirroring how Instagram already handles echoes. On the Instagram side,
echo messages now also carry the `external_echo` content attribute and
`delivered` status.

On the frontend, messages with `externalEcho` are distinguished from bot
messages showing a "Native app" avatar and an advisory note encouraging
agents to reply from Chatwoot to maintain the service window.

<img width="1518" height="524" alt="CleanShot 2026-01-29 at 13 37 57@2x"
src="https://github.com/user-attachments/assets/5aa0b552-6382-441f-96aa-9a62ca716e4a"
/>


Fixes
https://linear.app/chatwoot/issue/CW-4204/display-messages-not-sent-from-chatwoot-in-case-of-outgoing-echo
Fixes
https://linear.app/chatwoot/issue/PLA-33/incoming-from-me-messages-from-whatsapp-business-app-are-not-falling
2026-02-02 15:52:53 +05:30
Shivam Mishra
133fb1bcf6 feat: add mark pending action to automation (#13378) 2026-02-02 11:59:51 +05:30
Sivin Varghese
85324c82fa fix: Formatting issue with reply preview content (#13399) 2026-01-30 16:35:32 +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
Muhsin Keloth
3b612e2b20 chore: Add unsupported message for Tiktok (#13380)
This PR adds the unsupported messages for tiktok.
Fixes
https://linear.app/chatwoot/issue/CW-6407/add-support-for-unsupported-message
2026-01-28 19:34:11 +04:00
Muhsin Keloth
aaeea6c9bf feat: Display story replies with attachment and context label (#13356)
Fixes https://github.com/chatwoot/chatwoot/issues/13354
Fixes
https://linear.app/chatwoot/issue/CW-6394/story-responses-are-not-being-shown-in-the-ui
When someone replies to your Instagram story, agents in Chatwoot only
see the reply text with no story image and no indication that it was a
story reply. This makes it impossible to understand what the customer is
responding to the message looks like a random text with no context. For
example, if a customer replies "Love this!" to your story, the agent
just sees "Love this!" with no way to know which story triggered the
conversation. This PR fixes the issue by storing the story attachment
and adding a context label.

<img width="1408" height="2052" alt="CleanShot 2026-01-27 at 19 19
38@2x"
src="https://github.com/user-attachments/assets/341afea9-98e3-4e47-b2fa-ef77fe32851f"
/>
2026-01-28 16:47:04 +04:00
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
Pranav
747d451387 chore: Improve signup flow, reduce the number of inputs (#13350)
- Improved design for the Chatwoot sign up page
2026-01-22 18:47:42 -08:00
Shivam Mishra
8eb6fd1bff feat: track copilot events (#13342) 2026-01-22 18:38:04 +05:30
Muhsin Keloth
1f5fdd7199 fix: Add Portuguese (Brazil) to CSAT template language options (#13343)
Added Portuguese (Brazil) (`pt_BR`) to the CSAT template language
dropdown
2026-01-22 15:59:24 +04:00
Shivam Mishra
cc5ec833dc feat: check if label suggestion is enabled in hooks (#13331) 2026-01-21 15:11:41 +05:30
Shivam Mishra
6a482926b4 feat: new Captain Editor (#13235)
Co-authored-by: Aakash Bakhle <48802744+aakashb95@users.noreply.github.com>
Co-authored-by: Vishnu Narayanan <iamwishnu@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: aakashb95 <aakashbakhle@gmail.com>
2026-01-21 13:39:07 +05:30
Shivam Mishra
0346e9a2c7 fix: captain inbox modal shows wrong assistant data (#13302) 2026-01-19 18:31:46 +05:30
Pranav
3e560cb4cc chore: Remove year in review from sidebar UI (#13292)
Remove the Year In review from the UI

Co-authored-by: Claude Opus 4.5 <noreply@anthropic.com>
2026-01-15 19:57:01 -08:00
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
Sivin Varghese
4e0b091ef8 fix: Prevent unsupported file types on clipboard paste (#13182)
# Pull Request Template

## Description

This PR adds file type validation for clipboard-pasted attachments and
prevents unsupported file types from being attached across channels.

https://developers.chatwoot.com/self-hosted/supported-features#outgoing-attachments-supported-file-types

Fixes
https://linear.app/chatwoot/issue/CW-6233/bug-unsupported-file-types-allowed-via-clipboard-paste

## Type of change

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

## How Has This Been Tested?

**Loom video**

**Before**
https://www.loom.com/share/882c335be4894d86b9e149d9f7560e72

**After**
https://www.loom.com/share/90ad9605fc4446afb94a5b8bbe48f7db


## 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>
2026-01-14 13:07:46 +04:00
Sivin Varghese
1a220b2982 chore: Improve compose new conversation form (#13176)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2026-01-13 18:52:10 +05:30
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
Shivam Mishra
7b51939f07 fix: country_code should be checked against the contact (#13186) 2026-01-13 14:47:27 +05:30
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
Sojan Jose
9407cc2ad5 Merge branch 'hotfix/4.9.2' into develop 2026-01-12 09:15:23 -08:00
Shivam Mishra
58cec84b93 feat: sanitize html before assiging it to tempDiv (#13252) 2026-01-12 22:41:37 +05:30
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
Sivin Varghese
a2e348df06 fix: Backslash issue with -- and improve autolink handling (#13208) 2026-01-12 11:22:44 +05:30
Pranav
f5957e7970 fix: Reset sidebar to show expanded list when refreshing the page (#13229)
Previously, the sidebar remembered which section was expanded using
session storage. This caused a confusing experience where the sidebar
would collapse on page refresh.

With this update, the session storage dependency is removed, and the
sidebar would expand based on the current active page, which gives a
cleaner UX.
2026-01-11 00:31:17 -08:00
Chatwoot Bot
8b230c6920 chore: Update translations (#13109) 2026-01-09 16:11:44 -08:00
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
Pranav
837026c146 feat: Use amplitude for Cloud Analytics (#13217)
Migrates our analytics integration on Cloud from PostHog to Amplitude.
This change updates the core AnalyticsHelper class to use the Amplitude
SDK while maintaining the same tracking interface. Rest of all existing
analytics calls throughout the codebase continue to work without
modification.

**Changes:**
- Replace PostHog analytics with Amplitude SDK
- Rename ANALYTICS_TOKEN to CLOUD_ANALYTICS_TOKEN for clarity
- Fix bug in page() method signature that was causing malformed payloads
2026-01-09 09:32:09 -08:00
Pranav
ded2f2751a fix: Rendering of translations based on the user's locale (#13211)
Previously, translations were generated and resolved purely based on the
account locale. This caused issues in multi-team, multi-region setups
where agents often work in different languages than the account default.

For example, an account might be set to English, while an agent prefers
Spanish. In this setup:
- Translations were always created using the account locale.
- Agents could not view content in their preferred language.
- This did not scale well for global teams.

There was also an issue with locale resolution during rendering, where
the system would incorrectly default to the account locale even when a
more appropriate locale should have been used.

With this update, During rendering, the system first attempts to use the
agent’s locale. If a translation for that locale does not exist, it
falls back to the account locale.


**How to test:**

- Set agent locale to a specific language (e.g., zh_CN) and account
language to en.
  - Translate a message.
- Verify translated content displays correctly for the agent's selected
locale
  - Do the same for another locale for agent.
- With multiple translations on a message (e.g., zh_CN, es, ml), verify
the UI shows the one matching agent's locale
- Change agent locale and verify the displayed translation updates
accordingly
2026-01-08 18:37:42 -08:00
Sivin Varghese
ed0e87405c fix: Strip autolinks <...> when links are not supported (#13204)
# Pull Request Template

## Description

This PR fixes the crash that occurred when inserting canned responses
containing **autolinks** (e.g. `<https://example.com>`) into reply
channels that **do not support links**, such as **Twilio SMS**.

### Steps to reproduce

1. Create a canned response with an autolink, for example:
`<https://example.com>`.
2. Open a conversation in a channel that does not support links (e.g.
SMS).
3. Insert the canned response into the reply box.

### Cause

* Currently, only standard markdown links (`[text](url)`) are handled
when stripping unsupported formats from canned responses.
* Autolinks (`<https://example.com>`) are not handled during this
process.
* As a result, **Error: Token type link_open not supported by Markdown
parser**

### Solution

* Extended the markdown link parsing logic to explicitly handle
**autolinks** in addition to standard markdown links.
* When a canned response containing an autolink is inserted into a reply
box for a channel that does not support links (e.g. SMS), the angle
brackets (`< >`) are stripped.
* The autolink is safely pasted as **plain text URL**, preventing parser
errors and editor crashes.



Fixes
https://linear.app/chatwoot/issue/CW-6256/error-token-type-link-open-not-supported-by-markdown-parser
Sentry issues
[[1](https://chatwoot-p3.sentry.io/issues/7103543778/?environment=production&project=4507182691975168&query=is%3Aunresolved%20markdown&referrer=issue-stream)],
[[2](https://chatwoot-p3.sentry.io/issues/7104325962/?environment=production&project=4507182691975168&query=is%3Aunresolved%20markdown&referrer=issue-stream
)]


## 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
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
2026-01-08 18:37:52 +04:00
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