## Account branding enrichment during signup
This PR does the following
### Replace Firecrawl with Context.dev
Switches the enterprise brand lookup from Firecrawl to Context.dev for
better data quality, built-in caching, and automatic filtering of
free/disposable email providers. The service interface changes from URL
to email input to match Context.dev's email endpoint. OSS still falls
back to basic HTML scraping with a normalized output shape across both
paths.
The enterprise path intentionally does not fall back to HTML scraping on
failure — speed matters more than completeness. We want the user on the
editable onboarding form fast, and a slow fallback scrape is worse than
letting them fill it in.
Requires `CONTEXT_DEV_API_KEY` in Super Admin → App Config. Without it,
falls back to OSS HTML scraping.
### Add job to enrich account details
After account creation, `Account::BrandingEnrichmentJob` looks up the
signup email and pre-fills the account name, colors, logos, social
links, and industry into `custom_attributes['brand_info']`.
The job signals completion via a short-lived Redis key (30s TTL) + an
ActionCable broadcast (`account.enrichment_completed`). The Redis key
lets the frontend distinguish "still running" from "finished with no
results."
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>
This makes account signup enforcement consistent when signup is disabled
at the installation level. Email signup and Google signup now stay
blocked regardless of whether the config value is stored as a string or
a boolean.
This effectively covers the config-loader path, where `YAML.safe_load`
reads `value: false` from `installation_config.yml` as a native boolean
and persists it that way.
- Normalized the account signup check so disabled signup is handled
consistently across config value types.
- Reused the same check across API signup and Google signup entry
points.
- Added regression coverage for the disabled-signup cases in the
existing controller specs.
---------
Co-authored-by: Vishnu Narayanan <iamwishnu@gmail.com>
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>
### Summary
- Converts conversation auto-resolution duration from days to minutes
for more
granular control
- Updates validation to allow values from 10 minutes (minimum) to 999
days (maximum)
- Implements smart messaging to show appropriate time units in activity
messages
### Changes
- Created migration to convert existing durations from days to minutes
(x1440)
- Updated conversation resolver to use minutes instead of days
- Added dynamic translation key selection based on duration value
- Updated related specs and documentation
- Added support for displaying durations in days, hours, or minutes
based on value
### Test plan
- Verify account validation accepts new minute-based ranges
- Confirm existing account settings are correctly migrated
- Test auto-resolution works properly with minute values
- Ensure proper time unit display in activity messages
---------
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
This PR addresses several items listed in our rubocop_todo by implementing the necessary corrections and enhancements. As a result, we are now able to remove the rubocop_todo file entirely, streamlining our codebase and ensuring adherence to our coding standards.
fixes: https://linear.app/chatwoot/issue/CW-1806/chore-rubocop-audit
Update the cache headers for cache_keys to max-age=10, private, stale-while-revalidate=300
1. The cache will be fresh for 10 seconds (max-age=10). During this time, the browser will use the cached version without checking with the server.
2. After the initial 10 seconds, the browser can continue to serve the stale cache for up to 5 minutes (stale-while-revalidate=300). During this period, it will also try to revalidate and update the cache in the background.
3. After 310 seconds in total (10 seconds fresh, 300 seconds stale), if the browser has not been able to revalidate the cache, it will attempt to fetch the fresh resource directly from the server for subsequent requests, causing potential latency equivalent to a network request.
This means that the data will be directly revalidated only every 5 mins. Other times, it will stay fresh for 10 seconds and revalidate in the background. In most cases, we won't have to rely on a cache validation check because there is a WebSocket event for revalidation, so we know if something changes.
Right now the stale-while-revalidate is 5 minutes, we can then move it to 15 minutes.
> The stale-while-revalidate header is not supported in Safari, for Safari the cache keys will only stay in memory for 10 seconds before being marked stale
* Chore: Feature lock email settings in UI
The email settings under account settings needed to be
feature locked in a way different from teh current way for it
to be enabled for accounts in a self hosted scenario.
Some refactorings were also done along with this change.
1. There was a feature flag defined in code in account model called
domain_emails_enabled was used to check if the inbound emails was
enabled for the account. But there was already a feature flag called
"inbound_emails" defined in features.yml. So changed to use this to
check if inbound emails are enabled for an account.
2. Renamed and re-purposed existing `domain_emails_enabled` to
`custom_email_domain_enabled` to use for feature toggling the UI
for email settings.
3. To enable & disable multiple features using the featurable concern
we were passing an array of values. Changed this to accept a comma
separated set of values.
* Chore: Feature lock email settings in UI
Fixed the specs for accounts controller & removed
unneccessary code from Account seetings component in UI
* Chore: Convert newlines to <br>s
Removed the layout used while sending replies in
conversation continuity.
Converted the newlines in the messages to <br/> tags
for the correct HTML rendering.
* Chore: Bug fix in reply email domain
Renamed the function custom_email_domain_enabled to
inbound_email_enabled.
Fixed bug on setting reply emails's domain.
* Chore: Enable Users to create multiple accounts
Addresses: #402
- migrations to split roles and other attributes from users table
- make changes in code to accommodate this change
Co-authored-by: Pranav Raj Sreepuram <pranavrajs@gmail.com>
Introduce new environment variable that lets you control account signups
ENABLE_ACCOUNT_SIGNUP :( true | false | api_only )
Fixes: #406
Co-authored-by: Pranav Raj S <pranavrajs@gmail.com>
