# Pull Request Template
## Description
Ensure agent function names stay within OpenAI's 64-char limit
(ai-agents prepends "handoff_to_").
Add HANDOFF_TITLE_SLUG_MAX_LENGTH and
handoff_key generation: persisted records use `scenario_{id}_agent`; new
records use a truncated title slug.
Assistant scenario keys and agent_name now reference the generated
handoff key.
fixes :
`Invalid 'messages[9].tool_calls[0].function.name': string too long.
Expected a string with maximum length 64, but got a string with length
95 instead.`
## 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.
Tested locally
<img width="1806" height="1044" alt="image"
src="https://github.com/user-attachments/assets/40cd7a3d-3d97-43a8-bd56-d3f5d63abbda"
/>
## 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
---------
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
## Summary
This Enterprise-only feature automatically fetches a favicon for
companies created with a domain, and adds a batch task to backfill
missing avatars for existing companies. The flow only targets companies
that do not already have an attached avatar, so existing avatars are
left untouched.
## Demo
https://github.com/user-attachments/assets/d050334e-769f-4e46-b6e7-f7423727a192
## What changed
- Added `Avatar::AvatarFromFaviconJob` to build a Google favicon URL
from the company domain and fetch it through `Avatar::AvatarFromUrlJob`
- Triggered favicon fetching from `Company` with `after_create_commit`
- Added `Companies::FetchAvatarsJob` to batch existing companies that
are missing avatars
- Added `companies:fetch_missing_avatars` under `enterprise/lib/tasks`
- Kept the company-specific implementation inside the Enterprise
boundary
- Stubbed the new favicon request in unrelated specs that now hit this
callback indirectly
- Updated a couple of CI-sensitive specs that were failing due to
callback side effects / reload-safe exception assertions
## How to verify
1. Create a company in Enterprise with a valid domain and no avatar.
2. Confirm that a favicon-based avatar gets attached shortly after
creation.
3. Create another company with a domain and an avatar already attached.
4. Confirm that the existing avatar is not replaced.
5. Run `companies:fetch_missing_avatars`.
6. Confirm that existing companies without avatars get one, while
companies that already have avatars remain unchanged.
## Notes
- This change does not refresh or overwrite existing company avatars
- Favicon fetching only runs for companies with a present domain
- The branch includes the latest `develop`
---------
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
# Pull Request Template
## Description
Adds a new built-in tool that allows Captain scenarios to resolve
conversations programmatically. This enables automated workflows like
the misdirected contact deflector to close conversations after handling
them, while still allowing human review via label filtering.
## Type of change
Please delete options that are not relevant.
- [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.
tested by mentioning it to be used in captain v2 scenario
<img width="1180" height="828" alt="image"
src="https://github.com/user-attachments/assets/e70baf96-0c70-407e-af2c-328500ac5434"
/>
## 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
---------
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
Co-authored-by: Tanmay Deep Sharma <32020192+tds-1@users.noreply.github.com>
## 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>
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>
## 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>
This PR fixes the HTTP 500 timeout errors occurring when deleting SLA
policies that have large volumes of historical data.
The fix moves the deletion workflow to asynchronous background
processing using the existing `DeleteObjectJob`.
By offloading heavy cascaded deletions (applied SLAs, SLA events,
conversation nullifications) from the request cycle, the API can now
return immediately while the cleanup continues in the background
avoiding the `Rack::Timeout::RequestTimeoutException`. This ensures that
SLA policies can be deleted reliably, regardless of data size.
### Problem
Deleting an SLA policy via `DELETE
/api/v1/accounts/{account_id}/sla_policies/{id}` fails consistently with
`Rack::Timeout::RequestTimeoutException (15s)` for policies with large
amounts of related data.
Because the current implementation performs all dependent deletions
**synchronously**, Rails processes:
- `has_many :applied_slas, dependent: :destroy` (thousands)
- Each `AppliedSla#destroy` → triggers destruction of many `SlaEvent`
records
- `has_many :conversations, dependent: :nullify` (thousands)
This processing far exceeds the Rack timeout window and consistently
triggers HTTP 500 errors for users.
### Solution
This PR applies the same pattern used successfully in Inbox deletion.
**Move deletion to async background jobs**
- Uses `DeleteObjectJob` for centralized, reliable cleanup.
- Allows the DELETE API call to respond immediately.
**Chunk large datasets**
- Records are processed in **batches of 5,000** to reduce DB load and
avoid job timeouts.
## Description
Adds API endpoint to list companies with pagination, search, and
sorting.
Fixes
https://linear.app/chatwoot/issue/CW-5930/add-backend-routes-to-get-companies-result
Parent issue:
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?
Added comprehensive specs to
`spec/enterprise/controllers/api/v1/accounts/companies_controller_spec.rb`:
- Pagination (25 per page, multiple pages)
- Search by name and domain (case-insensitive)
- Counter cache for contacts_count
- Account scoping
- Authorization
To reproduce:
```bash
bundle exec rspec spec/enterprise/controllers/api/v1/accounts/companies_controller_spec.rb
bundle exec rubocop enterprise/app/controllers/api/v1/accounts/companies_controller.rb
```
## 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: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
## Linear Link
## Description
This PR introduces a new robust auto-assignment system for conversations
in Chatwoot. The system replaces the existing round-robin assignment
with a more sophisticated service-based architecture that supports
multiple assignment strategies, rate limiting, and Enterprise features
like capacity-based assignment and balanced distribution.
## Type of change
- [ ] New feature (non-breaking change which adds functionality)
## How Has This Been Tested?
- Unit test cases
- Test conversations getting assigned on status change to open
- Test the job directly via rails console
## 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]
> Adds a new service-based auto-assignment system with scheduled jobs,
rate limiting, enterprise capacity/balanced selection, and wiring via
inbox/handler; includes Redis helpers and comprehensive tests.
>
> - **Auto-assignment v2 (core services)**:
> - Add `AutoAssignment::AssignmentService` with bulk assignment,
configurable conversation priority, RR selection, and per-agent rate
limiting via `AutoAssignment::RateLimiter`.
> - Add `AutoAssignment::RoundRobinSelector` for agent selection.
> - **Jobs & scheduling**:
> - Add `AutoAssignment::AssignmentJob` (per-inbox bulk assign;
env-based limit) and `AutoAssignment::PeriodicAssignmentJob` (batch over
accounts/inboxes).
> - Schedule periodic run in `config/schedule.yml`
(`periodic_assignment_job`).
> - **Model/concerns wiring**:
> - Include `InboxAgentAvailability` in `Inbox`; add
`Inbox#auto_assignment_v2_enabled?`.
> - Update `AutoAssignmentHandler` to trigger v2 job when
`auto_assignment_v2_enabled?`, else fallback to legacy.
> - **Enterprise extensions**:
> - Add `Enterprise::InboxAgentAvailability` (capacity-aware filtering)
and `Enterprise::Concerns::Inbox` association `inbox_capacity_limits`.
> - Extend service via `Enterprise::AutoAssignment::AssignmentService`
(policy-driven config, capacity filtering, exclusion rules) and add
selectors/services: `BalancedSelector`, `CapacityService`.
> - **Infrastructure**:
> - Enhance `Redis::Alfred` with `expire`, key scan/count, and extended
ZSET helpers (`zadd`, `zcount`, `zcard`, `zrangebyscore`).
> - **Tests**:
> - Add specs for jobs, core service, rate limiter, RR selector, and
enterprise features (capacity, balanced selection, exclusions).
>
> <sup>Written by [Cursor
Bugbot](https://cursor.com/dashboard?tab=bugbot) for commit
0ebe187c8aea73765b0122a44b18d6f465c2477f. This will update automatically
on new commits. Configure
[here](https://cursor.com/dashboard?tab=bugbot).</sup>
<!-- /CURSOR_SUMMARY -->
---------
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
## Description
Implements real-time company auto-association for contacts based on
email domains. This is **Part 2** of the company model production
rollout (CW-5726).
**Task:**
- When a contact is created with a business email, automatically create
and associate a company from the email domain
- When a contact is updated with an email for the first time (email was
previously nil), associate with a company
- Preserve existing company associations when email changes to avoid
user confusion
- Skip free email providers and disposable domains
**Dependencies:**
⚠️ Requires PR #12657 (Part 1: Backfill migration) to be merged first
**Linear ticket:**
[CW-5726](https://linear.app/chatwoot/issue/CW-5726/company-model-setting-it-up-on-production)
## Type of change
- [x] New feature (non-breaking change which adds functionality)
## How Has This Been Tested?
- Service specs: Tests business email detection, company creation,
association logic, edge cases (existing companies, free emails, nil
emails)
- Integration specs: Tests full callback flow for contact create/update
scenarios
- All tests passing: 10 examples, 0 failures
- RuboCop: 0 offenses
## 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] 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 (PR #12657 pending)
---------
Co-authored-by: Sojan Jose <sojan@pepalo.com>
## Description
Implements company backfill migration infrastructure for existing
contacts. This is **Part 1 of 2** for the company model production
rollout as described in
[CW-5726](https://linear.app/chatwoot/issue/CW-5726/company-model-setting-it-up-on-production).
Creates jobs and services to associate existing contacts with companies
based on their email domains, filtering out free email providers (gmail,
yahoo, etc.) and disposable addresses.
**What's included:**
- Business email detector service with ValidEmail2 (uses
`disposable_domain?` to avoid DNS lookups)
- Per-account batch job to process contacts for one account
- Orchestrator job to iterate all accounts
- Rake task: `bundle exec rake companies:backfill`
~~*NOTE*: I'm using a hard-coded approach to determine if something is a
"business" email by filtering out emails that are usually personal. I've
also added domains that are common to some of our customers' regions.
This should be simpler. I looked into `Valid_Email2` and I couldn't find
anything to dictate whether an email is a personal email or a business
one. I don't think the approach used in the frontend is valid here.~~
UPDATE: Using `email_provider_info` gem instead.
**Pending - Part 2 (separate PR):** Real-time company creation for new
contacts
## Type of change
- [x] New feature (non-breaking change which adds functionality)
## How Has This Been Tested?
```bash
# Run all new tests
bundle exec rspec spec/enterprise/services/companies/business_email_detector_service_spec.rb \\
spec/enterprise/jobs/migration/company_account_batch_job_spec.rb \\
spec/enterprise/jobs/migration/company_backfill_job_spec.rb
# Run RuboCop
bundle exec rubocop enterprise/app/services/companies/business_email_detector_service.rb \\
enterprise/app/jobs/migration/company_account_batch_job.rb \\
enterprise/app/jobs/migration/company_backfill_job.rb \\
lib/tasks/companies.rake
```
**Performance optimization:**
- Uses `disposable_domain?` instead of `disposable?` to avoid DNS MX
lookups (discovered via tcpdump analysis - `disposable?` was making
network calls for every email, causing 100x slowdown)
## 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: Sojan Jose <sojan@pepalo.com>
## Summary
- Fix captain response builder not getting triggered for cases where
responses are created as completed.
## Testing Instructions
- Test articles with firecrawl
- Test articles without firecrawl
- Test PDF documents
---------
Co-authored-by: Pranav <pranav@chatwoot.com>
# Pull Request Template
## Description
* add Company model with validations for name, domain, description and
avatar
* Add database migration fo
* Implement endpoints for company CRUD operations
* Add optional company relationship for contacts
* Add test for models, controllers, factories and policies
* Add authorization policies restricting delete to admins
* support JSON API responses
Please include a summary of the change and issue(s) fixed. Also, mention
relevant motivation, context, and any dependencies that this change
requires.
Fixes #(cw-5650)
## Type of change
Please delete options that are not relevant.
- [x] 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?
Tests are implemented using `RSpec`
```
$ bundle exec rails db:migrate
$ bundle exec rspec spec/models/company_spec.rb spec/controllers/api/v1/accounts/companies_controller_spec.rb
```
## 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
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
I've added the account_id filter to the
`get_agent_ids_over_assignment_limit` method. This optimization will
help the query leverage the existing composite index
`conv_acid_inbid_stat_asgnid_idx (account_id, inbox_id, status,
assignee_id)` for better performance.
**Before:**
```sql
HashAggregate (cost=224238.12..224256.27 rows=484 width=4)
Group Key: assignee_id
Filter: (count(*) >= 10)
-> Index Scan using index_conversations_on_inbox_id on conversations (cost=0.44..223963.67 rows=54891 width=4)
Index Cond: (inbox_id = ???)
Filter: (status = 0)
```
**After:**
```sql
GroupAggregate (cost=0.44..5688.30 rows=476 width=4)
Group Key: assignee_id
Filter: (count(*) >= 10)
-> Index Only Scan using conv_acid_inbid_stat_asgnid_idx on conversations (cost=0.44..5640.81 rows=5928 width=4)
Index Cond: ((account_id = ??) AND (inbox_id = ??) AND (status = 0))
```
This PR delivers the first slice of the voice channel: inbound call
handling. When a customer calls a configured voice
number, Chatwoot now creates a new conversation and shows a dedicated
call bubble in the UI. As the call progresses
(ringing, answered, completed), its status updates in real time in both
the conversation list and the call bubble, so
agents can instantly see what’s happening. This focuses on the inbound
flow and is part of breaking the larger voice
feature into smaller, functional, and testable units; further
enhancements will follow in subsequent PRs.
references: #11602 , #11481
## Testing
- Configure a Voice inbox in Chatwoot with your Twilio number.
- Place a call to that number.
- Verify a new conversation appears in the Voice inbox for the call.
- Open it and confirm a dedicated voice call message bubble is shown.
- Watch status update live (ringing/answered); hang up and see it change
to completed in both the bubble and conversation
list.
- to test missed call status, make sure to hangup the call before the
please wait while we connect you to an agent message plays
## Screens
<img width="400" alt="Screenshot 2025-09-03 at 3 11 25 PM"
src="https://github.com/user-attachments/assets/d6a1d2ff-2ded-47b7-9144-a9d898beb380"
/>
<img width="700" alt="Screenshot 2025-09-03 at 3 11 33 PM"
src="https://github.com/user-attachments/assets/c25e6a1e-a885-47f7-b3d7-c3e15eef18c7"
/>
<img width="700" alt="Screenshot 2025-09-03 at 3 11 57 PM"
src="https://github.com/user-attachments/assets/29e7366d-b1d4-4add-a062-4646d2bff435"
/>
<img width="442" height="255" alt="Screenshot 2025-09-04 at 11 55 01 PM"
src="https://github.com/user-attachments/assets/703126f6-a448-49d9-9c02-daf3092cc7f9"
/>
---------
Co-authored-by: Muhsin <muhsinkeramam@gmail.com>
This PR adds the foundation for account-level SAML SSO configuration in
Chatwoot Enterprise. It introduces a new `AccountSamlSettings` model and
management API that allows accounts to configure their own SAML identity
providers independently, this also includes the certificate generation
flow
The implementation includes a new controller
(`Api::V1::Accounts::SamlSettingsController`) that provides CRUD
operations for SAML configuration
The feature is properly gated behind the 'saml' feature flag and
includes administrator-only authorization via Pundit policies.
## Linear reference:
https://linear.app/chatwoot/issue/CW-4649/re-imagine-assignments
## Description
This PR introduces the foundation for Assignment V2 system by
implementing agent_capacity and their association with inboxes and
users.
## Type of change
- [ ] New feature (non-breaking change which adds functionality)
## How Has This Been Tested?
Test Coverage:
- Controller specs for assignment policies CRUD operations
- Enterprise-specific specs for balanced assignment order
- Model specs for community/enterprise separation
## 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>
This PR improves the voice call creation flow by simplifying
configuration and automating setup with Twilio APIs.
references: #11602 , #11481
## Key changes
- Removed the requirement for twiml_app_sid – provisioning is now
automated through APIs.
- Auto-configured webhook URLs for:
- Voice number callbacks
- Status callbacks
- twiML callbacks
- Disabled business hours, help center, and related options until voice
inbox is fully supported.
- Added a configuration tab in the voice inbox to display the required
Twilio URLs (to make verification easier in Twilio console).
## Test Cases
- Provisioning
- Create a new voice inbox → verify that Twilio app provisioning happens
automatically.
- Verify twiML callback
- Webhook configuration
- Check that both voice number callback and status callback URLs are
auto-populated in Twilio.
- Disabled features
- Confirm that business hours and help center options are
hidden/disabled for voice inbox.
- Configuration tab
- Open the voice inbox configuration tab → verify that the displayed
Twilio URLs match what’s set in Twilio.
## Linear reference:
https://linear.app/chatwoot/issue/CW-4649/re-imagine-assignments
## Description
This PR introduces the foundation for Assignment V2 system by
implementing assignment policies and their association with inboxes.
Assignment policies allow configuring how conversations are distributed
among agents, with support for different assignment orders (round_robin
in community, balanced in enterprise) and conversation prioritization
strategies
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?
Test Coverage:
- Controller specs for assignment policies CRUD operations
- Enterprise-specific specs for balanced assignment order
- Model specs for community/enterprise separation
Manual Testing:
1. Create assignment policy: POST
/api/v1/accounts/{id}/assignment_policies
2. List policies: GET /api/v1/accounts/{id}/assignment_policies
3. Assign policy to inbox: POST
/api/v1/accounts/{id}/assignment_policies/{id}/inboxes
4. View inbox policy: GET
/api/v1/accounts/{id}/inboxes/{id}/assignment_policy
5. Verify community edition ignores "balanced" assignment order
6. Verify enterprise edition supports both "round_robin" and "balanced"
- testing the flows after enterprise folder deletion
## 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 <pranavrajs@gmail.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
This PR migrates the legacy OpenAI integration (where users provide
their own API keys) from using hardcoded `https://api.openai.com`
endpoints to use the configurable `CAPTAIN_OPEN_AI_ENDPOINT` from the
captain configuration. This ensures consistency across all OpenAI
integrations in the platform.
## Changes
- Updated `lib/integrations/openai_base_service.rb` to use captain
endpoint config
- Updated `enterprise/app/models/enterprise/concerns/article.rb` to use
captain endpoint config
- Removed unused `enterprise/lib/chat_gpt.rb` class
- Added tests for endpoint configuration behavior
This PR adds support for automatic SSL issuance using Cloudflare when a
custom domain is updated.
- Introduced a cloudflare configuration. If present, the system will
attempt to issue an SSL certificate via Cloudflare whenever a custom
domain is added or changed.
- SSL verification is handled using an HTTP challenge.
- The job will store the HTTP challenge response provided by Cloudflare
and serve it under the /.well-known/cf path automatically.
How to test:
- Create a Cloudflare zone for your domain and copy the Zone ID.
- Generate a Cloudflare API token with the required SSL certificate
permissions.
- Set the Fallback Origin under SSL -> Custom HostName to the Chatwoot
installation.
- Add or update a custom domain and verify that the SSL certificate is
automatically issued.
---------
Co-authored-by: Sojan Jose <sojan@pepalo.com>
## Description
This PR introduces WhatsApp Embedded Signup functionality, enabling
users to connect their WhatsApp Business accounts through Meta's
streamlined OAuth flow without manual webhook configuration. This
significantly improves the user experience by automating the entire
setup process.
**Key Features:**
- Embedded signup flow using Facebook SDK and Meta's OAuth 2.0
- Automatic webhook registration and phone number configuration
- Enhanced provider selection UI with card-based design
- Real-time progress tracking during signup process
- Comprehensive error handling and user feedback
## Required Configuration
The following environment variables must be configured by administrators
before this feature can be used:
Super Admin Configuration (via
super_admin/app_config?config=whatsapp_embedded)
- `WHATSAPP_APP_ID`: The Facebook App ID for WhatsApp Business API
integration
- `WHATSAPP_CONFIGURATION_ID`: The Configuration ID for WhatsApp
Embedded Signup flow (obtained from Meta Developer Portal)
- `WHATSAPP_APP_SECRET`: The App Secret for WhatsApp Embedded Signup
flow (required for token exchange)
## How Has This Been Tested?
#### Backend Tests (RSpec):
- Authentication validation for embedded signup endpoints
- Authorization code validation and error handling
- Missing business parameter validation
- Proper response format for configuration endpoint
- Unauthorized access prevention
#### Manual Test Cases:
- Complete embedded signup flow (happy path)
- Provider selection UI navigation
- Facebook authentication popup handling
- Error scenarios (cancelled auth, invalid business data, API failures)
- Configuration presence/absence behavior
## Related Screenshots:
Fixes
https://linear.app/chatwoot/issue/CW-2131/spec-for-whatsapp-cloud-channels-sign-in-with-facebook
---------
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
# Pull Request Template
## Description
The `auto_assignment` max_limits were being enforced even if the inbox
level `auto_assign` feature was disabled. This was because the
enterprise method was not verifying the feature status before returning
the available agents.
## Type of change
Please delete options that are not relevant.
- [x] Bug fix (non-breaking change which fixes an issue)
## How Has This Been Tested?
- Tested locally
- Added Specs
## 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
This PR introduces a new channel type for voice conversations.
ref: #11481
## Changes
- Add database migration for channel_voice table with phone_number and
provider_config
- Create Channel::Voice model with E.164 phone number validation and
Twilio config validation
- Add voice channel association to Account model
- Extend inbox helpers and types to support voice channels
- Add voice channel setup UI with Twilio configuration form
- Include voice channel in channel factory and list components
- Add API routes and store actions for voice channel creation
- Add comprehensive translations for voice channel management
---------
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
