Commit Graph

810 Commits

Author SHA1 Message Date
Sivin Varghese
5eee331da3 feat: add slash command menu to article editor (#14035) 2026-04-16 11:27:59 +05:30
Sivin Varghese
64f6bfc811 feat: Inline edit support for contact info (#13976)
# Pull Request Template

## Description

This PR adds inline editing support for contact name, phone number,
email, and company fields in the conversation contact sidebar

## Type of change

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

## How Has This Been Tested?

**Screencast**


https://github.com/user-attachments/assets/e9f8e37d-145b-4736-b27a-eb9ea66847bd



## 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: Muhsin Keloth <muhsinkeramam@gmail.com>
2026-04-14 16:53:40 +04:00
Sojan Jose
45b6ea6b3f feat: add automation condition to filter private notes (#12102)
## Summary

Adds a new automation condition to filter private notes.

This allows automation rules to explicitly include or exclude private
notes instead of relying on implicit behavior.

Fixes: #11208 

## Preview



https://github.com/user-attachments/assets/c40f6910-7bbf-4e59-aae5-ad408602927a
2026-04-13 10:40:46 +05:30
Sivin Varghese
699b12b1d3 fix: Block inline images in message signatures (#13772)
# Pull Request Template

## Description

This PR includes, block inline images in message signatures and prevent
auto signature insertion when editor is disabled.

- Strip inline base64 images from signature on save and show warning
message
- Add `INLINE_IMAGE_WARNING` translation key for signature inline image
removal notification
- Add disabled check to `addSignature()` to prevent signature insertion
when editor is disabled
- Add `isEditorDisabled` checks to signature toggle logic in
`toggleSignatureForDraft()`, `replaceText()`, and `clearMessage()`
- Remove unused `replaceText` from the codebase, which belongs to old
`textarea` editor

Fixes
https://linear.app/chatwoot/issue/CW-6588/the-browser-hangs-when-the-message-signature-contains-inline-image

## 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/fb556b46a12a4308a737eed732d5ed73


## 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: Muhsin Keloth <muhsinkeramam@gmail.com>
2026-04-08 12:17:19 +05:30
Shivam Mishra
4f94ad4a75 feat: ensure signup verification [UPM-14] (#13858)
Previously, signing up gave immediate access to the app. Now,
unconfirmed users are redirected to a verification page where they can
resend the confirmation email.

- After signup, the user is routed to `/auth/verify-email` instead of
the dashboard
- After login, unconfirmed users are redirected to the verification page
- The dashboard route guard catches unconfirmed users and redirects them
- `active_for_authentication?` is removed from the sessions controller
so unconfirmed users can authenticate — the frontend gates access
instead
- If the user visits the verification page after already confirming,
they're automatically redirected to the dashboard
- No session is issued until the user is verified

<details><summary>Demo</summary>
<p>

#### Fresh Signup


https://github.com/user-attachments/assets/abb735e5-7c8e-44a2-801c-96d9e4823e51

#### Google Fresh Signup


https://github.com/user-attachments/assets/ab9e389a-a604-4a9d-b492-219e6d94ee3f


#### Create new account from Dashboard


https://github.com/user-attachments/assets/c456690d-1946-4e0b-834b-ad8efcea8369



</p>
</details>

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2026-04-07 13:45:17 +05:30
Aakash Bakhle
fbe3560b7a feat(captain): Add paywall and expose Custom Tools (#13977)
# Pull Request Template

## Description

Custom tools is now discoverable on all plans

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

## How Has This Been Tested?

Before:
<img width="390" height="446" alt="CleanShot 2026-04-02 at 13 40 11@2x"
src="https://github.com/user-attachments/assets/0a751954-f3ad-47d6-85b8-1e2f1476a646"
/>


After:

<img width="392" height="522" alt="CleanShot 2026-04-02 at 13 40 47@2x"
src="https://github.com/user-attachments/assets/62a252f6-2551-47a9-b50c-be949f08c456"
/>

<img width="1826" height="638" alt="CleanShot 2026-04-02 at 13 37 39@2x"
src="https://github.com/user-attachments/assets/77dc2a75-3d76-44cf-8579-8d3457879bd0"
/>


## 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

---------

Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2026-04-07 10:58:29 +05:30
Shivam Mishra
95463230cb feat: sign webhooks for API channel and agentbots (#13892)
Account webhooks sign outgoing payloads with HMAC-SHA256, but agent bot
and API inbox webhooks were delivered unsigned. This PR adds the same
signing to both.

Each model gets a dedicated `secret` column rather than reusing the
agent bot's `access_token` (for API auth back into Chatwoot) or the API
inbox's `hmac_token` (for inbound contact identity verification). These
serve different trust boundaries and shouldn't be coupled — rotating a
signing secret shouldn't invalidate API access or contact verification.

The existing `Webhooks::Trigger` already signs when a secret is present,
so the backend change is just passing `secret:` through to the jobs.
Shared token logic is extracted into a `WebhookSecretable` concern
included by `Webhook`, `AgentBot`, and `Channel::Api`. The frontend
reuses the existing `AccessToken` component for secret display. Secrets
are admin-only and excluded from enterprise audit logs.

### How to test

Point an agent bot or API inbox webhook URL at a request inspector. Send
a message and verify `X-Chatwoot-Signature` and `X-Chatwoot-Timestamp`
headers are present. Reset the secret from settings and confirm
subsequent deliveries use the new value.

---------

Co-authored-by: Sojan Jose <sojan@pepalo.com>
2026-04-06 15:28:25 +05:30
Aakash Bakhle
8daf6cf6cb feat: captain custom tools v1 (#13890)
# Pull Request Template

## Description

Adds custom tool support to v1

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


## 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.

<img width="1816" height="958" alt="CleanShot 2026-03-24 at 11 37 33@2x"
src="https://github.com/user-attachments/assets/2777a953-8b65-4a2d-88ec-39f395b3fb47"
/>

<img width="378" height="488" alt="CleanShot 2026-03-24 at 11 38 18@2x"
src="https://github.com/user-attachments/assets/f6973c99-efd0-40e4-90fe-4472a2f63cea"
/>

<img width="1884" height="1452" alt="CleanShot 2026-03-24 at 11 38
32@2x"
src="https://github.com/user-attachments/assets/9fba4fc4-0c33-46da-888a-52ec6bad6130"
/>



## Checklist:

- [x] 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: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2026-04-02 12:40:11 +05:30
Sivin Varghese
4517c50227 feat: support bulk select and delete for documents (#13907) 2026-03-26 19:48:12 +05:30
Aakash Bakhle
290dd3abf5 feat: allow captain to access contact attributes (#13850)
# Pull Request Template

## Description

Captain v1 does not have access to contact attributes. Added a toggle to
let user choose if they want contact information available to Captain.

## Type of change

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

## How Has This Been Tested?

Please describe the tests that you ran to verify your changes. Provide
instructions so we can reproduce. Please also list any relevant details
for your test configuration.

Specs and locally
<img width="1924" height="740" alt="CleanShot 2026-03-19 at 18 48 19@2x"
src="https://github.com/user-attachments/assets/353cfeaa-cd58-40eb-89e7-d660a1dc1185"
/>

![Uploading CleanShot 2026-03-19 at 18.53.26@2x.png…]()


## 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
2026-03-20 16:15:06 +05:30
Muhsin Keloth
a4c3d3d8c0 feat(widget): Allow widget loading in mobile app WebViews when domain restrictions are set (#13763)
When `allowed_domains` is configured on a web widget inbox, the server
responds with Content-Security-Policy: frame-ancestors <domains>, which
blocks the widget iframe in mobile app WebViews. This happens because
WebViews load content from file:// or null origins, which cannot match
any domain in the frame-ancestors directive.

This adds a per-inbox toggle — "Enable widget in mobile apps" — that
skips the frame-ancestors header when the request has no valid Origin
(i.e., it comes from a mobile WebView). Web browsers with a real origin
still get domain restrictions enforced as usual.

<img width="2330" height="1490" alt="CleanShot 2026-03-11 at 10 13
01@2x"
src="https://github.com/user-attachments/assets/d9326fac-020d-4ce7-9ced-0c185468c8fc"
/>


Fixes
https://linear.app/chatwoot/issue/CW-6560/widget-is-not-loading-from-iosandroid-widgets

How to test

1. Go to Settings → Inboxes → (Web Widget) → Configuration
2. Set allowed_domains to a specific domain (e.g., *.example.com)
3. Try loading the widget in a mobile app WebView — it should be blocked
4. Enable "Enable widget in mobile apps" checkbox
5. Reload the widget in the WebView — it should now load successfully
6. Verify the widget on a website not in the allowed domains list is
still blocked

---------

Co-authored-by: iamsivin <iamsivin@gmail.com>
2026-03-17 14:29:41 +04:00
Sojan Jose
2a90652f05 feat: Add draft status for help center locales (#13768)
This adds a draft status for Help Center locales so teams can prepare
localized content in the dashboard without exposing those locales in the
public portal switcher until they are ready to publish.

Fixes: https://github.com/chatwoot/chatwoot/issues/10412
Closes: https://github.com/chatwoot/chatwoot/issues/10412

## Why

Teams need a way to work on locale-specific Help Center content ahead of
launch. The public portal should only show ready locales, while the
admin dashboard should continue to expose every allowed locale for
ongoing article and category work.

## What this change does

- Adds `draft_locales` to portal config as a subset of `allowed_locales`
- Hides drafted locales from the public portal language switchers while
keeping direct locale URLs working
- Keeps drafted locales fully visible in the admin dashboard for article
and category management
- Adds locale actions to move an existing locale to draft, publish a
drafted locale, and keep the default locale protected from drafting
- Adds a status dropdown when creating a locale so new locales can be
created as `Published` or `Draft`
- Returns each admin locale with a `draft` flag so the locale UI can
reflect the public visibility state

## Validation

- Seed a portal with multiple locales, draft one locale, and confirm the
public portal switcher hides it while `/hc/:slug/:locale` still loads
directly
- In the admin dashboard, confirm drafted locales still appear in the
locale list and remain selectable for articles and categories
- Create a new locale with `Draft` status and confirm it stays out of
the public switcher until published
- Move an existing locale back and forth between `Published` and `Draft`
and confirm the public switcher updates accordingly


## Demo 



https://github.com/user-attachments/assets/ba22dc26-c2e7-463a-b1f5-adf1fda1f9be

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2026-03-17 12:45:54 +04:00
Tanmay Deep Sharma
a452ce9e84 feat(whatsapp): add webhook registration and status endpoints (#13551)
## Description

Adds webhook configuration management for WhatsApp Cloud API channels,
allowing administrators to check webhook status and register webhooks
directly from Chatwoot without accessing Meta Business Manager.

## Type of change

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


## Screenshots

<img width="1130" height="676" alt="Screenshot 2026-03-05 at 7 04 18 PM"
src="https://github.com/user-attachments/assets/f5dcd9dd-8827-42c5-a52b-1024012703c2"
/>
<img width="1101" height="651" alt="Screenshot 2026-03-05 at 7 04 29 PM"
src="https://github.com/user-attachments/assets/e0bd59f9-2a90-4f24-87c0-b79f21e721ee"
/>



## 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: Muhsin Keloth <muhsinkeramam@gmail.com>
2026-03-16 12:48:16 +05:30
Sivin Varghese
88587b1ccb feat: Add natural language date parser for snooze functionality (#13587)
# Pull Request Template

## Description

This PR introduces a custom, lightweight natural-language date parser
(dependency-free except for date-fns) to power snooze actions via the
command bar (e.g., “Remind me tomorrow at 6am”). It also adds support
for multi-language searches.



<details>
  <summary>Supported Formats</summary>

## Snooze Date Parser — Supported Input Formats


## 1. Durations

Specify an amount of time from now.

### Basic

- `5 minutes` · `2 hours` · `3 days` · `1 week` · `6 months` · `ten
year`
- `in 2 hours` · `in 30 minutes` · `in a week` · `in a month`
- `5 minutes from now` · `a week from now` · `two weeks from now`

### Half / fractional

- `half hour` · `half day` · `half week` · `half month`
- `in half a day` · `in half an hour` · `in half a week`
- `one and a half hours` · `in one and a half hours`
- `1.5 hours` · `2.5 days`

### Compound

- `1 hour and 30 minutes` · `2 hours and 15 minutes`
- `2 days at 3pm` · `1 week at 9am`

### Shorthand (no spaces)

- `2h` · `30m` · `1h30m` · `2h15m`
- `1h30minutes` · `2hr15min` · `1hour30min`

### Informal quantities

- `couple hours` · `a couple of days` · `in a couple hours`
- `a few minutes` · `in a few hours` · `in a few days`
- `fortnight` · `in a fortnight` _(= 2 weeks)_

### Trailing "later"

- `2 days later` · `a week later` · `month later`

### Prefix words (`after` / `within`)

- `after 2 hours` · `after 3 days` · `after ten year`
- `within a week` · `within 2 hours`

### Recognised word-numbers

`a` (1) · `an` (1) · `one` – `twenty` · `thirty` · `forty` · `fifty` ·
`sixty` · `ninety` · `half` (0.5) · `couple` (2) · `few` (3)

---

## 2. Relative Days

- `today` · `tonight` · `tomorrow`
- `tomorrow morning` · `tomorrow afternoon` · `tomorrow evening` ·
`tomorrow night`
- `tomorrow at 3pm` · `tomorrow 9` · `tonight at 8` · `tonight at 10pm`
- `tomorrow same time` · `same time tomorrow`
- `day after tomorrow` · `the day after tomorrow` · `day after tomorrow
at 2pm`
- `later today` · `later this afternoon` · `later this evening`

---

## 3. Weekdays

- `monday` · `friday` · `wed` · `thu`
- `friday at 3pm` · `monday 9am` · `wednesday 14:30`
- `monday morning` · `friday afternoon` · `wednesday evening`
- `monday morning 6` · `friday evening 7`
- `this friday` · `upcoming monday` · `coming friday`
- `same time friday` · `same time wednesday`

---

## 4. "Next" Patterns

- `next hour` · `next week` · `next month` · `next year`
- `next week at 2pm` · `next month at 9am`
- `next monday` · `next friday` · `next friday at 3pm`
- `next monday morning` · `next friday evening`
- `monday of next week` · `next week monday`
- `next january` · `next december`
- `next business day` · `next working day`

---

## 5. Time of Day

- `morning` · `afternoon` · `evening` · `night` · `noon` · `midnight`
- `this morning` · `this afternoon` · `this evening`
- `early morning` · `late evening` · `late night`
- `morning at 8am` · `evening 6pm` · `afternoon 2pm`
- `eod` · `end of day` · `end of the day`

---

## 6. Standalone Time

- **12-hour:** `3pm` · `9am` · `at 3pm` · `at 9:30am`
- **24-hour:** `14:30` · `at 14:30`

---

## 7. Named Dates (Month + Day)

- `jan 15` · `january 15` · `march 20` · `dec 25`
- `jan 1st` · `march 3rd` · `april 2nd` · `december 31st`
- `15 march` · `25 dec` _(reversed order)_
- `jan 15 2025` · `dec 25 2025` · `march 20 next year`
- `jan 15 at 2pm` · `march 5 at 2pm`
- `december 2025` · `january 2024` _(month + year only)_

---

## 8. Month + Ordinal Patterns

Target a specific week or day within a month.

### Week of month

- `april first week` · `july 2nd week` · `feb 3rd week`
- `first week of april` · `2nd week of july`

### Day of month

- `april first day` · `march second day` · `march 5th day`
- `third day of march` · `5th day of jan at 2pm`

### Supported ordinals

- **Digit:** `1st` `2nd` `3rd` `4th` `5th` … (up to 31 for days, 5 for
weeks)
- **Word:** `first` `second` `third` `fourth` `fifth` `sixth` `seventh`
`eighth` `ninth` `tenth`

---

## 9. Formal / Numeric Dates

- **ISO:** `2025-01-15`
- **Slash (M/D/Y):** `01/15/2025`
- **Dash (D-M-Y):** `15-01-2025`
- **Dot (D.M.Y):** `15.01.2025`
- Any of the above **+ time:** `2025-01-15 at 3pm`

---

## 10. Special Phrases

- `this weekend` · `weekend` · `next weekend`
- `end of week` · `end of month`
- `end of next week` · `end of next month`
- `beginning of next week` · `start of next week`
- `beginning of next month`

---

## 11. Noise / Filler Stripping

The parser silently removes conversational prefixes so all of these work
exactly the same as the bare expression:

```
snooze for 2 hours          →  2 hours
remind me tomorrow          →  tomorrow
please snooze until friday  →  friday
can you set a reminder for next week  →  next week
schedule this for jan 15    →  jan 15
postpone to next monday     →  next monday
defer for 2 days            →  2 days
delay it by 1 hour          →  1 hour
```

### Recognised filler verbs / prefixes

`snooze` · `remind` · `remind me` · `set a reminder` · `add a reminder`
·
`schedule` · `postpone` · `defer` · `delay` · `push`

### Recognised prepositions (stripped)

`on` · `to` · `for` · `at` · `until` · `till` · `by` · `from` · `after`
· `within`

### Typo corrections

`tommorow` / `tommorrow` → `tomorrow` · `nxt` → `next`

---

## 12. Multi-Language Support

The parser supports localised input via translations in `snooze.json`.

### Translatable token categories

- **Units:** minute, hour, day, week, month, year _(singular + plural)_
- **Relative days:** tomorrow, day after tomorrow, next week / month,
this / next weekend
- **Time of day:** morning, afternoon, evening, night, noon, midnight
- **Word numbers:** one through ten, twelve, fifteen, twenty, thirty
- **Ordinals:** first through fifth
- **Structural words:** at, in, of, after, week, day, from now, next
year
- **Meridiem:** am, pm

### Auto-detected from locale

Weekday names and month names are resolved automatically via
`Intl.DateTimeFormat` for the user's locale — no manual translation
needed.

</details>

## Type of change

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

## How Has This Been Tested?

**Screenshots**
<img width="974" height="530" alt="image"
src="https://github.com/user-attachments/assets/c690d328-a0df-41d2-b531-2b4e6ce6b5fd"
/>
<img width="974" height="530" alt="image"
src="https://github.com/user-attachments/assets/fa881acc-4fed-4ba3-9166-58bd953bcb26"
/>
<img width="974" height="530" alt="image"
src="https://github.com/user-attachments/assets/4d9a224b-641c-409c-a7ce-3dec2b5355e2"
/>
<img width="974" height="530" alt="image"
src="https://github.com/user-attachments/assets/465b9835-d82c-4bc7-a2ae-94976ada2d3b"
/>
<img width="974" height="530" alt="image"
src="https://github.com/user-attachments/assets/839fe8fc-8943-4b66-83ca-5c61c95f24d8"
/>
<img width="974" height="530" alt="image"
src="https://github.com/user-attachments/assets/3a9a54f2-7669-40f2-b098-a3f5c183526d"
/>
<img width="974" height="530" alt="image"
src="https://github.com/user-attachments/assets/7791ab2b-c763-49a9-90a0-e91b0d8f0a26"
/>
<img width="974" height="530" alt="image"
src="https://github.com/user-attachments/assets/4689390c-0e7f-48ae-acc7-d8e28695452f"
/>
<img width="974" height="530" alt="image"
src="https://github.com/user-attachments/assets/d0aa5217-d0e1-4f41-b663-72888d028a3a"
/>
<img width="974" height="530" alt="image"
src="https://github.com/user-attachments/assets/4fa9ff5b-a874-43d5-812f-6abe1a95a5ac"
/>
<img width="974" height="530" alt="image"
src="https://github.com/user-attachments/assets/2c8199a6-f872-46af-986f-bdf8597248f5"
/>
<img width="974" height="530" alt="image"
src="https://github.com/user-attachments/assets/5bd9effc-7518-4f96-b2f2-7c547f32f500"
/>




## 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
2026-03-06 12:20:22 +04:00
Sojan Jose
42a244369d feat(help-center): enable drag-and-drop category reordering (#13706) 2026-03-05 12:53:38 +05:30
Sivin Varghese
89da4a2292 feat: compose form improvements (#13668) 2026-03-02 18:27:51 +05:30
Shivam Mishra
c218eff5ec feat: add per-webhook secret with backfill migration (#13573) 2026-02-26 17:26:12 +05:30
Sivin Varghese
109b43aadb chore: Disable API channel reply editor outside 24h window (#13664) 2026-02-26 16:05:05 +05:30
Vishnu Narayanan
3ddab3ab26 fix: show upgrade prompt when email transcript returns 402 (#13650)
- Show a specific upgrade prompt when free-plan users attempt to send an
email transcript and the API returns a 402 Payment Required error
- Previously, a generic "There was an error, please try again" message
was shown for all failures, including plan restrictions

Fixes
https://linear.app/chatwoot/issue/CW-6538/show-ui-feedback-for-email-transcript-402-plan-restriction
2026-02-26 12:54:40 +05:30
Pranav
e2dd2ccb42 feat: Add a priority + created at sort for conversations (#13658)
- Add a new conversation sort option "Priority: Highest first, Created:
Oldest first" that sorts by priority descending (urgent > high > medium
> low > none) with created_at ascending as the tiebreaker
2026-02-25 18:22:41 -08:00
Sojan Jose
a44cb2c738 feat(inbox): Enable conversation continuity for social channels (#11079)
## Summary
This PR enables and surfaces **conversation workflow** for social-style
channels that should support either:
- `Create new conversations` after resolve, or
- `Reopen same conversation`

## What is included
- Adds the conversation workflow setting UI as card-based options in
Inbox Settings.
- Expands channel availability in settings to include channels like:
  - Telegram
  - TikTok
  - Instagram
  - Line
  - WhatsApp
  - Facebook
- Updates conversation selection behavior for Line incoming messages to
respect the workflow (reopen vs create-new-after-resolved).
- Updates TikTok conversation selection behavior to respect the workflow
(reopen vs create-new-after-resolved).
- Keeps email behavior unchanged (always starts a new thread).

Fixes: https://github.com/chatwoot/chatwoot/issues/8426

## Screenshot

<img width="1400" height="900" alt="pr11079-workflow-sender-clear-tight"
src="https://github.com/user-attachments/assets/9456821f-8d83-4924-8dcf-7503c811a7b1"
/>


## How To Reproduce
1. Open `Settings -> Inboxes ->
<Telegram/TikTok/Instagram/Line/Facebook/WhatsApp inbox> -> Settings`.
2. Verify **Conversation workflow** is visible with the two card
options.
3. Toggle between both options and save.
4. For Line and TikTok, verify resolved-conversation behavior follows
the selected workflow.

## Testing
- `RAILS_ENV=test bundle exec rspec
spec/builders/messages/instagram/message_builder_spec.rb:213
spec/builders/messages/instagram/message_builder_spec.rb:255
spec/builders/messages/instagram/messenger/message_builder_spec.rb:228
spec/builders/messages/instagram/messenger/message_builder_spec.rb:293
spec/services/tiktok/message_service_spec.rb`
- Result: `16 examples, 0 failures`

## Follow-up
- Migrate Website Live Chat workflow settings into this same
conversation-workflow settings model.
- Add Voice channel support for this workflow setting.

---------

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>
2026-02-25 13:56:51 +04:00
Muhsin Keloth
6be95e79f8 feat(csat): Add WhatsApp utility template analyzer with rewrite guidance (#13575)
CSAT templates for WhatsApp are submitted as Utility, but Meta may
reclassify them as Marketing based on content, which can significantly
increase messaging costs.
This PR introduces a Captain-powered CSAT template analyzer for
WhatsApp/Twilio WhatsApp that predicts utility fit, explains likely
risks, and suggests safer rewrites before submission. The flow is manual
(button-triggered), Captain-gated, and applies rewrites only on explicit
user action. It also updates UX copy to clearly set expectations: the
system submits as Utility, Meta makes the final categorization decision.

Fixes
https://linear.app/chatwoot/issue/CW-6424/ai-powered-whatsapp-template-classifier-for-csat-submissions


https://github.com/user-attachments/assets/8fd1d6db-2f91-447c-9771-3de271b16fd9
2026-02-24 15:11:04 +04:00
Muhsin Keloth
5b167b5b5b fix(contacts): Show telegram id in contact details form (#13611)
## Summary
This change fixes a mismatch in contact details where Telegram data
could be shown in the contact profile/social icon area but was not
available in the editable contact form.

### What changed
- Added Telegram to the social links section of the next-gen contact
form so agents can view and edit it alongside Facebook, Instagram,
TikTok, Twitter, GitHub, and LinkedIn.
- Added Telegram support to the legacy conversation contact edit form
for parity between both contact editing experiences.
- Mapped social_telegram_user_name into the editable socialProfiles
payload when preparing contact form state, so Telegram usernames sourced
from channel attributes are visible in the form.
- Updated the conversation contact social profile merge logic so
Telegram display prefers an explicitly saved social profile value and
falls back to social_telegram_user_name when needed.
- Added the missing English i18n placeholder: Add Telegram.

### Why
Without this, users could see Telegram info in some contact views but
could not reliably edit it in contact details, creating inconsistent
behavior between display and edit states.

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2026-02-23 19:26:45 +04:00
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
c5f6844877 fix: Disable reply editor outside WhatsApp reply window (#13454) 2026-02-17 14:07:36 +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
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
0d3b59fd9c feat: Refactor reports filters (#13443) 2026-02-06 18:22:30 +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
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
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
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
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
Vinay Keerthi
59cbf57e20 feat: Advanced Search Backend (#12917)
## Description

Implements comprehensive search functionality with advanced filtering
capabilities for Chatwoot (Linear: CW-5956).

This PR adds:
1. **Time-based filtering** for contacts and conversations (SQL-based
search)
2. **Advanced message search** with multiple filters
(OpenSearch/Elasticsearch-based)
- **`from` filter**: Filter messages by sender (format: `contact:42` or
`agent:5`)
   - **`inbox_id` filter**: Filter messages by specific inbox
- **Time range filters**: Filter messages using `since` and `until`
parameters (Unix timestamps in seconds)
- **90-day limit enforcement**: Automatically limits searches to the
last 90 days to prevent performance issues

The implementation extends the existing `Enterprise::SearchService`
module for advanced features and adds time filtering to the base
`SearchService` for SQL-based searches.

## API Documentation

### Base URL
All search endpoints follow this pattern:
```
GET /api/v1/accounts/{account_id}/search/{resource}
```

### Authentication
All requests require authentication headers:
```
api_access_token: YOUR_ACCESS_TOKEN
```

---

## 1. Search All Resources

**Endpoint:** `GET /api/v1/accounts/{account_id}/search`

Returns results from all searchable resources (contacts, conversations,
messages, articles).

### Parameters
| Parameter | Type | Description | Required |
|-----------|------|-------------|----------|
| `q` | string | Search query | Yes |
| `page` | integer | Page number (15 items per page) | No |
| `since` | integer | Unix timestamp (contacts/conversations only) | No
|
| `until` | integer | Unix timestamp (contacts/conversations only) | No
|

### Example Request
```bash
curl -X GET "https://app.chatwoot.com/api/v1/accounts/1/search?q=customer" \
  -H "api_access_token: YOUR_ACCESS_TOKEN"
```

### Example Response
```json
{
  "payload": {
    "contacts": [...],
    "conversations": [...],
    "messages": [...],
    "articles": [...]
  }
}
```

---

## 2. Search Contacts

**Endpoint:** `GET /api/v1/accounts/{account_id}/search/contacts`

Search contacts by name, email, phone number, or identifier with
optional time filtering.

### Parameters
| Parameter | Type | Description | Required |
|-----------|------|-------------|----------|
| `q` | string | Search query | Yes |
| `page` | integer | Page number (15 items per page) | No |
| `since` | integer | Unix timestamp - filter by last_activity_at | No |
| `until` | integer | Unix timestamp - filter by last_activity_at | No |

### Example Requests

**Basic search:**
```bash
curl -X GET "https://app.chatwoot.com/api/v1/accounts/1/search/contacts?q=john" \
  -H "api_access_token: YOUR_ACCESS_TOKEN"
```

**Search contacts active in the last 7 days:**
```bash
SINCE=$(date -v-7d +%s)
curl -X GET "https://app.chatwoot.com/api/v1/accounts/1/search/contacts?q=john&since=${SINCE}" \
  -H "api_access_token: YOUR_ACCESS_TOKEN"
```

**Search contacts active between 30 and 7 days ago:**
```bash
SINCE=$(date -v-30d +%s)
UNTIL=$(date -v-7d +%s)
curl -X GET "https://app.chatwoot.com/api/v1/accounts/1/search/contacts?q=john&since=${SINCE}&until=${UNTIL}" \
  -H "api_access_token: YOUR_ACCESS_TOKEN"
```

### Example Response
```json
{
  "payload": {
    "contacts": [
      {
        "id": 42,
        "email": "john@example.com",
        "name": "John Doe",
        "phone_number": "+1234567890",
        "identifier": "user_123",
        "additional_attributes": {},
        "created_at": 1701234567
      }
    ]
  }
}
```

---

## 3. Search Conversations

**Endpoint:** `GET /api/v1/accounts/{account_id}/search/conversations`

Search conversations by display ID, contact name, email, phone number,
or identifier with optional time filtering.

### Parameters
| Parameter | Type | Description | Required |
|-----------|------|-------------|----------|
| `q` | string | Search query | Yes |
| `page` | integer | Page number (15 items per page) | No |
| `since` | integer | Unix timestamp - filter by last_activity_at | No |
| `until` | integer | Unix timestamp - filter by last_activity_at | No |

### Example Requests

**Basic search:**
```bash
curl -X GET "https://app.chatwoot.com/api/v1/accounts/1/search/conversations?q=billing" \
  -H "api_access_token: YOUR_ACCESS_TOKEN"
```

**Search conversations active in the last 24 hours:**
```bash
SINCE=$(date -v-1d +%s)
curl -X GET "https://app.chatwoot.com/api/v1/accounts/1/search/conversations?q=billing&since=${SINCE}" \
  -H "api_access_token: YOUR_ACCESS_TOKEN"
```

**Search conversations from last month:**
```bash
SINCE=$(date -v-30d +%s)
UNTIL=$(date +%s)
curl -X GET "https://app.chatwoot.com/api/v1/accounts/1/search/conversations?q=billing&since=${SINCE}&until=${UNTIL}" \
  -H "api_access_token: YOUR_ACCESS_TOKEN"
```

### Example Response
```json
{
  "payload": {
    "conversations": [
      {
        "id": 123,
        "display_id": 45,
        "inbox_id": 1,
        "status": "open",
        "messages": [...],
        "meta": {...}
      }
    ]
  }
}
```

---

## 4. Search Messages (Advanced)

**Endpoint:** `GET /api/v1/accounts/{account_id}/search/messages`

Advanced message search with multiple filters powered by
OpenSearch/Elasticsearch.

### Prerequisites
- OpenSearch/Elasticsearch must be running (`OPENSEARCH_URL` env var
configured)
- Account must have `advanced_search` feature flag enabled
- Messages must be indexed in OpenSearch

### Parameters
| Parameter | Type | Description | Required |
|-----------|------|-------------|----------|
| `q` | string | Search query | Yes |
| `page` | integer | Page number (15 items per page) | No |
| `from` | string | Filter by sender: `contact:{id}` or `agent:{id}` |
No |
| `inbox_id` | integer | Filter by specific inbox ID | No |
| `since` | integer | Unix timestamp - searches from this time (max 90
days ago) | No |
| `until` | integer | Unix timestamp - searches until this time | No |

### Important Notes
- **90-Day Limit**: If `since` is not provided, searches default to the
last 90 days
- If `since` exceeds 90 days, returns `422` error: "Search is limited to
the last 90 days"
- All time filters use message `created_at` timestamp

### Example Requests

**Basic message search:**
```bash
curl -X GET "https://app.chatwoot.com/api/v1/accounts/1/search/messages?q=refund" \
  -H "api_access_token: YOUR_ACCESS_TOKEN"
```

**Search messages from a specific contact:**
```bash
curl -X GET "https://app.chatwoot.com/api/v1/accounts/1/search/messages?q=refund&from=contact:42" \
  -H "api_access_token: YOUR_ACCESS_TOKEN"
```

**Search messages from a specific agent:**
```bash
curl -X GET "https://app.chatwoot.com/api/v1/accounts/1/search/messages?q=refund&from=agent:5" \
  -H "api_access_token: YOUR_ACCESS_TOKEN"
```

**Search messages in a specific inbox:**
```bash
curl -X GET "https://app.chatwoot.com/api/v1/accounts/1/search/messages?q=refund&inbox_id=3" \
  -H "api_access_token: YOUR_ACCESS_TOKEN"
```

**Search messages from the last 7 days:**
```bash
SINCE=$(date -v-7d +%s)
curl -X GET "https://app.chatwoot.com/api/v1/accounts/1/search/messages?q=refund&since=${SINCE}" \
  -H "api_access_token: YOUR_ACCESS_TOKEN"
```

**Search messages between specific dates:**
```bash
SINCE=$(date -v-30d +%s)
UNTIL=$(date -v-7d +%s)
curl -X GET "https://app.chatwoot.com/api/v1/accounts/1/search/messages?q=refund&since=${SINCE}&until=${UNTIL}" \
  -H "api_access_token: YOUR_ACCESS_TOKEN"
```

**Combine all filters:**
```bash
SINCE=$(date -v-14d +%s)
curl -X GET "https://app.chatwoot.com/api/v1/accounts/1/search/messages?q=refund&from=contact:42&inbox_id=3&since=${SINCE}" \
  -H "api_access_token: YOUR_ACCESS_TOKEN"
```

**Attempt to search beyond 90 days (returns error):**
```bash
SINCE=$(date -v-120d +%s)
curl -X GET "https://app.chatwoot.com/api/v1/accounts/1/search/messages?q=refund&since=${SINCE}" \
  -H "api_access_token: YOUR_ACCESS_TOKEN"
```

### Example Response (Success)
```json
{
  "payload": {
    "messages": [
      {
        "id": 789,
        "content": "I need a refund for my purchase",
        "message_type": "incoming",
        "created_at": 1701234567,
        "conversation_id": 123,
        "inbox_id": 3,
        "sender": {
          "id": 42,
          "type": "contact"
        }
      }
    ]
  }
}
```

### Example Response (90-day limit exceeded)
```json
{
  "error": "Search is limited to the last 90 days"
}
```
**Status Code:** `422 Unprocessable Entity`

---

## 5. Search Articles

**Endpoint:** `GET /api/v1/accounts/{account_id}/search/articles`

Search help center articles by title or content.

### Parameters
| Parameter | Type | Description | Required |
|-----------|------|-------------|----------|
| `q` | string | Search query | Yes |
| `page` | integer | Page number (15 items per page) | No |

### Example Request
```bash
curl -X GET "https://app.chatwoot.com/api/v1/accounts/1/search/articles?q=installation" \
  -H "api_access_token: YOUR_ACCESS_TOKEN"
```

### Example Response
```json
{
  "payload": {
    "articles": [
      {
        "id": 456,
        "title": "Installation Guide",
        "slug": "installation-guide",
        "portal_slug": "help",
        "account_id": 1,
        "category_name": "Getting Started",
        "status": "published",
        "updated_at": 1701234567
      }
    ]
  }
}
```

---

## Technical Implementation

### SQL-Based Search (Contacts, Conversations, Articles)
- Uses PostgreSQL `ILIKE` queries by default
- Optional GIN index support via `search_with_gin` feature flag for
better performance
- Time filtering uses `last_activity_at` for contacts/conversations
- Returns paginated results (15 per page)

### Advanced Search (Messages)
- Powered by OpenSearch/Elasticsearch via Searchkick gem
- Requires `OPENSEARCH_URL` environment variable
- Requires `advanced_search` account feature flag
- Enforces 90-day lookback limit via
`Limits::MESSAGE_SEARCH_TIME_RANGE_LIMIT_DAYS`
- Validates inbox access permissions before filtering
- Returns paginated results (15 per page)

---

## Type of change

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

---

## How Has This Been Tested?

### Unit Tests
- **Contact Search Tests**: 3 new test cases for time filtering
(`since`, `until`, combined)
- **Conversation Search Tests**: 3 new test cases for time filtering
- **Message Search Tests**: 10+ test cases covering:
  - Individual filters (`from`, `inbox_id`, time range)
  - Combined filters
  - Permission validation for inbox access
  - Feature flag checks
  - 90-day limit enforcement
  - Error handling for exceeded time limits

### Test Commands
```bash
# Run all search controller tests
bundle exec rspec spec/controllers/api/v1/accounts/search_controller_spec.rb

# Run search service tests (includes enterprise specs)
bundle exec rspec spec/services/search_service_spec.rb
```

### Manual Testing Setup
A rake task is provided to create 50,000 test messages across multiple
inboxes:

```bash
# 1. Create test data
bundle exec rake search:setup_test_data

# 2. Start OpenSearch
mise elasticsearch-start

# 3. Reindex messages
rails runner "Message.search_index.import Message.all"

# 4. Enable feature flag
rails runner "Account.first.enable_features('advanced_search')"

# 5. Test via API or Rails console
```

---

## 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 (this PR
description)
- [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

---

## Additional Notes

### Requirements
- **OpenSearch/Elasticsearch**: Required for advanced message search
  - Set `OPENSEARCH_URL` environment variable
  - Example: `export OPENSEARCH_URL=http://localhost:9200`
- **Feature Flags**:
  - `advanced_search`: Account-level flag for message advanced search
- `search_with_gin` (optional): Account-level flag for GIN-based SQL
search

### Performance Considerations
- 90-day limit prevents expensive long-range queries on large datasets
- GIN indexes recommended for high-volume search on SQL-based resources
- OpenSearch/Elasticsearch provides faster full-text search for messages

### Breaking Changes
- None. All new parameters are optional and backward compatible.

### Frontend Integration
- Frontend PR tracking advanced search UI will consume these endpoints
- Time range pickers should convert JavaScript `Date` to Unix timestamps
(seconds)
- Date conversion: `Math.floor(date.getTime() / 1000)`

### Error Handling
- Invalid `from` parameter format is silently ignored (filter not
applied)
- Time range exceeding 90 days returns `422` with error message
- Missing `q` parameter returns `422` (existing behavior)
- Unauthorized inbox access is filtered out (no error, just excluded
from results)

---------

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>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2026-01-07 15:30:49 +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
Muhsin Keloth
bd698cb12c feat: Add call-to-action template support for Twilio (#13179)
Fixes
https://linear.app/chatwoot/issue/CW-6228/add-call-to-action-template-support-for-twilio-whatsapp-templates

Adds support for Twilio WhatsApp call-to-action templates, enabling
customers to use URL button templates with variable inputs.

<img width="2982" height="1388" alt="CleanShot 2026-01-05 at 16 25
55@2x"
src="https://github.com/user-attachments/assets/7cf332f5-3f3e-4ffb-a461-71c60a0156c8"
/>
2026-01-06 10:38:36 +04:00
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
Pranav
bb8bafe3dc feat(ce): Add Year in review feature (#13078)
<img width="1502" height="813" alt="Screenshot 2025-12-15 at 5 01 57 PM"
src="https://github.com/user-attachments/assets/ea721f00-403c-4adc-8410-5c0fa4ee4122"
/>
2025-12-15 17:24:45 -08:00
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