## 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>
#### 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>
# 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>
## Summary
- add a configurable MAXIMUM_FILE_UPLOAD_SIZE installation setting and
surface it through super admin and global config payloads
- apply the configurable limit to attachment validations and shared
upload helpers on dashboard and widget
- introduce a reusable helper with unit tests for parsing the limit and
extend attachment specs for configurability
------
[Codex
Task](https://chatgpt.com/codex/tasks/task_e_6912644786b08326bc8dee9401af6d0a)
---------
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
# 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
# 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
## 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
# 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>
# Pull Request Template
## Description
This PR makes the contacts bulk action bar sticky while scrolling.
## Type of change
- [x] Bug fix (non-breaking change which fixes an issue)
## How Has This Been Tested?
### Screenshots
<img width="1080" height="300" alt="image"
src="https://github.com/user-attachments/assets/21f8f3c6-813e-4ef6-b40a-8dd14e6ffb26"
/>
<img width="1080" height="300" alt="image"
src="https://github.com/user-attachments/assets/bb939f1d-9a13-4f9f-953d-b9872c984b74"
/>
## Checklist:
- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
# Pull Request Template
## Description
**This PR includes:**
1. Added URL-based filter persistence for the responses pages, including
page and search parameters.
2. Introduced a new empty state variant for pending FAQs — without a
backdrop and with a “Clear Filters” option.
3. Made the actions, filter, and search row remain fixed at the top
while scrolling.
Fixes
https://linear.app/chatwoot/issue/CW-5852/improvements-in-pending-faqs
## Type of change
- [x] New feature (non-breaking change which adds functionality)
## How Has This Been Tested?
### Loom video
https://www.loom.com/share/1d9eee68c0684f0ab05e08b4ca1e0ce9
## Checklist:
- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
# Pull Request Template
## Description
**This PR includes,**
- Added new pending FAQs view with approve/edit/delete actions for each
response.
- Implemented banner notification showing pending FAQ count on main
approved responses page.
- Created dedicated route for pending FAQs review at
/captain/responses/pending.
- Added automatic pending count updates when switching assistants or
routes.
- Modified ResponseCard component to show action buttons instead of
dropdown in pending view.
Fixes
https://linear.app/chatwoot/issue/CW-5833/pending-faqs-in-a-different-ux
## Type of change
- [x] New feature (non-breaking change which adds functionality)
## How Has This Been Tested?
### Loom video
https://www.loom.com/share/5fe8f79b04cd4681b9360c48710b9373
## 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>
# Pull Request Template
## Description
This PR introduces a new changelog component that can be used in the
sidebar.
Fixes
https://linear.app/chatwoot/issue/CW-5776/changelog-card-ui-component
## Type of change
- [x] New feature (non-breaking change which adds functionality)
## How Has This Been Tested?
### Screencast
https://github.com/user-attachments/assets/42e77e82-388a-4fc9-9b37-f3d0ea1a9d7f
## 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: Muhsin <muhsinkeramam@gmail.com>
# Pull Request Template
## Description
This PR enables active tabs in inbox settings to persist in the URL for
easy sharing.
## Type of change
- [x] New feature (non-breaking change which adds functionality)
## How Has This Been Tested?
### Loom video
https://www.loom.com/share/63820ecb17ea491a9082339f8bb457b6?sid=4fef1acd-b4fd-431f-855c-7647015a330f
## 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: Muhsin <muhsinkeramam@gmail.com>
# Pull Request Template
## Description
This PR enables URL-based search and tab selection, allowing search
queries and active tabs to persist in the URL for easy sharing.
Fixes
[CW-5766](https://linear.app/chatwoot/issue/CW-5766/cannot-impersonate-an-account),
https://github.com/chatwoot/chatwoot/issues/12623
## Type of change
- [x] New feature (non-breaking change which adds functionality)
## How Has This Been Tested?
### Loom video
https://www.loom.com/share/422a1d61f3fe4278a88e352ef98d2b78?sid=35fabee7-652f-4e17-83bd-e066a3bb804c
## 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
# Pull Request Template
## Description
This PR removes the frame containing all channel icons from the “Create
Inbox” page.
## Type of change
- [x] Bug fix (non-breaking change which fixes an issue)
## How Has This Been Tested?
### Screenshots
**Before**
<img width="1314" height="1016" alt="image"
src="https://github.com/user-attachments/assets/2b773495-9ddb-48b4-b15d-9aef18259ce1"
/>
**After**
<img width="1314" height="979" alt="image"
src="https://github.com/user-attachments/assets/f4dc64cf-516c-4faf-a45c-2f7de05cc29b"
/>
## 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
This PR adds inbox filtering to the conversation traffic heatmap,
allowing users to analyze patterns for specific inboxes. Additionally,
it also adds a new resolution count heatmap that shows when support
teams are most active in resolving conversations, using a green color to
distinguish it from the blue conversation heatmap.
The PR also reorganizes heatmap components into a cleaner structure with
a shared `BaseHeatmapContainer` that handles common functionality like
date range selection, inbox filtering, and data fetching. This makes it
easy to add new heatmap metrics in the future - just create a wrapper
component specifying the metric type and color scheme.
<img width="1926" height="1670" alt="CleanShot 2025-10-13 at 14 01
35@2x"
src="https://github.com/user-attachments/assets/67822a34-6170-4d19-9e11-7ad4ded5c388"
/>
<img width="1964" height="1634" alt="CleanShot 2025-10-13 at 14 03
00@2x"
src="https://github.com/user-attachments/assets/e4613c08-64b8-4fa6-91d8-7510946dd75d"
/>
Unrelated change, the data seeder conversation resolution would not work
correctly, we've fixed it.
---------
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
# Pull Request Template
## Description
This PR includes billing page improvements with the following updates:
### Self-hosted Users
* Automatically redirected to the dashboard when accessing the billing
page.
### Cloud Users – No Billing Plan (First Visit)
* Shows a loading spinner with the `Your billing account is being
configured. Please refresh the page and try again.` message.
* Automatically refreshes the page after 5 seconds to check for billing
setup.
### Cloud Users – No Billing Plan (After Refresh)
* Prevents infinite refresh loops using `sessionStorage` tracking.
* Displays the standard `Your billing account is being configured.
Please refresh the page and try again.` message without further refresh
attempts.
* Cleans up session flags for future visits.
### Cloud Users – With Billing Plan
* Displays the existing billing page normally with no refresh or
redirection logic.
Fixes
https://linear.app/chatwoot/issue/CW-5559/your-billing-page-is-being-set-up-message-on-billing-page-is-confusing
## Type of change
- [x] New feature (non-breaking change which adds functionality)
## How Has This Been Tested?
### Loom video
https://www.loom.com/share/d0ea13d6b90b4ab1acbc581b524f6382?sid=d3dd19f3-85aa-4127-9233-7eecb1be0884
## 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: Muhsin Keloth <muhsinkeramam@gmail.com>
This PR fixes a bug came from assuming the old null check only mattered
for the `is_not_present` filter.
The fix keeps `not_equal_to` working but lets each operator decide what
to do with `null`. Presence filters look at a shared `isNullish` flag,
text filters still rely on `contains`, and date filters skip
conversations with no timestamp. The new spec covers the null-assignee
scenario for both `equal_to` and `not_equal_to` so we don’t miss this
again.
# Pull Request Template
## Description
Please include a summary of the change and issue(s) fixed. Also, mention
relevant motivation, context, and any dependencies that this change
requires.
Fixes # (issue)
## Type of change
Please delete options that are not relevant.
- [ ] Bug fix (non-breaking change which fixes an issue)
- [ ] New feature (non-breaking change which adds functionality)
- [ ] Breaking change (fix or feature that would cause existing
functionality not to work as expected)
- [ ] This change requires a documentation update
## How Has This Been Tested?
Please describe the tests that you ran to verify your changes. Provide
instructions so we can reproduce. Please also list any relevant details
for your test configuration.
## Checklist:
- [ ] 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
Fixes
https://linear.app/chatwoot/issue/CW-5692/whatsapp-es-numbers-stuck-in-pending-due-to-premature-registration
### Problem
Multiple customers reported that their WhatsApp numbers remain stuck in
**Pending** in WhatsApp Manager even after successful onboarding.
- Our system triggers a **registration call**
(`/<PHONE_NUMBER_ID>/register`) as soon as the number is OTP verified.
- In many cases, Meta hasn’t finished **display name
review/provisioning**, so the call fails with:
```
code: 100, error_subcode: 2388001
error_user_title: "Cannot Create Certificate"
error_user_msg: "Your display name could not be processed. Please edit
your display name and try again."
```
- This leaves the number stuck in Pending, no messaging can start until
we manually retry registration.
- Some customers have reported being stuck in this state for **7+
days**.
### Root cause
- We only check `code_verification_status = VERIFIED` before attempting
registration.
- We **don’t wait** for display name provisioning (`name_status` /
`platform_type`) to be complete.
- As a result, registration fails prematurely and the number never
transitions out of Pending.
### Solution
#### 1. Health Status Monitoring
- Build a backend service to fetch **real-time health data** from Graph
API:
- `code_verification_status`
- `name_status` / `display_name_status`
- `platform_type`
- `throughput.level`
- `messaging_limit_tier`
- `quality_rating`
- Expose health data via API
(`/api/v1/accounts/:account_id/inboxes/:id/health`).
- Display this in the UI as an **Account Health tab** with clear badges
and direct links to WhatsApp Manager.
#### 2. Smarter Registration Logic
- Update `WebhookSetupService` to include a **dual-condition check**:
- Register if:
1. Phone is **not verified**, OR
2. Phone is **verified but provisioning incomplete** (`platform_type =
NOT_APPLICABLE`, `throughput.level = NOT_APPLICABLE`).
- Skip registration if number is already provisioned.
- Retry registration automatically when stuck.
- Provide a UI banner with complete registration button so customers can
retry without manual support.
### Screenshot
<img width="2292" height="1344" alt="CleanShot 2025-09-30 at 16 01
03@2x"
src="https://github.com/user-attachments/assets/1c417d2a-b11c-475e-b092-3c5671ee59a7"
/>
---------
Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
