Commit Graph

226 Commits

Author SHA1 Message Date
Muhsin Keloth
939471cb3b fix: Prevent duplicate conversations in conversation list (#13713)
Agents using API channel inboxes (e.g., WhatsApp Automate) reported
seeing the same conversation appear twice in their conversation list —
one showing the last message preview and the other showing "No
Messages". Backend investigation confirmed no duplicate conversations
exist in the database, making this purely a frontend issue.

The root cause is a race condition in WebSocket event delivery. When a
conversation is created via the API with auto-assignment, the backend
enqueues multiple ActionCable broadcast jobs (`conversation.created`,
`assignee.changed`, `team.changed`) within milliseconds of each other.
In production with multi-threaded Sidekiq workers, these events can
arrive at the frontend out of order. If `assignee.changed` arrives
before `conversation.created`, the `UPDATE_CONVERSATION` mutation pushes
the conversation into the store (since it doesn't exist yet), and then
`ADD_CONVERSATION` blindly pushes it again — resulting in a duplicate
entry.

The fix adds a uniqueness check in the `ADD_CONVERSATION` mutation to
skip the push if a conversation with the same ID already exists in the
store, matching the dedup pattern already used by
`SET_ALL_CONVERSATION`.
2026-03-06 14:07:02 +04:00
Sivin Varghese
e65ea24360 fix: Wrong assignee displayed after switching conversations (#13501) 2026-02-10 15:23:55 +05:30
Sivin Varghese
b252656984 fix: Prevent race condition in conversation dataFetched flag (#13492)
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2026-02-10 15:23:14 +05:30
Shivam Mishra
0e30e3c00a fix: add loading and silent retry to summary reports (#13455)
For large accounts, summary report queries can take several seconds to
complete, often times hitting the 15-second production request timeout.
The existing implementation silently swallows these failures and
provides no feedback during loading. Users see stale data with no
indication that a fetch is in progress, and if they interact with
filters while a request is in flight, they trigger race conditions that
can result in mismatched data being displayed.

This is a UX-level fix for what is fundamentally a performance problem.
While the underlying query performance is addressed separately, users
need proper feedback either way

## Approach

The PR adds three things: 

1. A loading overlay on the table, to provide feedback on loading state
2. Disabled filter inputs during loading so that the user does not
request new information that can cause race conditions in updating the
store
3. Silent retry before showing an error.

The retry exists because these queries often succeed on the second
attempt—likely due to database query caching. Rather than immediately
showing an error and forcing the user to manually retry, we do it
automatically. If the second attempt also fails, we show a toast so the
user knows something went wrong.

The store previously caught and discarded errors entirely. It now
rethrows them after resetting the loading flag, allowing components to
handle failures as they see fit.

### Previews

#### Double Retry and Error


https://github.com/user-attachments/assets/c189b173-8017-44b7-9493-417d65582c95

#### Loading State


https://github.com/user-attachments/assets/9f899c20-fbad-469b-93cc-f0d05d0853b0

---------

Co-authored-by: iamsivin <iamsivin@gmail.com>
2026-02-06 19:53:46 +05:30
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
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
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
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
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
Sivin Varghese
1df5fd513a fix: Reduce unnecessary label suggestion API calls (#12978) 2025-12-01 13:36:34 +05:30
Sojan Jose
48627da0f9 feat: outbound voice call essentials (#12782)
- Enables outbound voice calls in voice channel . We are only caring
about wiring the logic to trigger outgoing calls to the call button
introduced in previous PRs. We will connect it to call component in
subsequent PRs

ref: #11602 

## Screens

<img width="2304" height="1202" alt="image"
src="https://github.com/user-attachments/assets/b91543a8-8d4e-4229-bd80-9727b42c7b0f"
/>

<img width="2304" height="1200" alt="image"
src="https://github.com/user-attachments/assets/1a1dad2a-8cb2-4aa2-9702-c062416556a7"
/>

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Vishnu Narayanan <vishnu@chatwoot.com>
2025-11-24 17:47:00 -08:00
Muhsin Keloth
344e8d5016 fix: Exclude authentication templates from WhatsApp template selection (#12753)
This PR add the changes for excluding the authentication templates from
the WhatsApp template selection in the frontend, as these templates are
not supported at the moment. Reference:
https://www.chatwoot.com/hc/user-guide/articles/1754940076-whatsapp-templates#what-is-not-supported
2025-10-29 14:03:43 +05:30
Sivin Varghese
ca579bd62a feat: Agent capacity policy Create/Edit pages (#12424)
# Pull Request Template

## Description

Fixes
https://linear.app/chatwoot/issue/CW-5573/feat-createedit-agent-capacity-policy-page

## Type of change

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

## How Has This Been Tested?

### Loom video

https://www.loom.com/share/8de9e3c5d8824cd998d242636540dd18?sid=1314536f-c8d6-41fd-8139-cae9bf94f942

### Screenshots

**Light mode**
<img width="1666" height="1225" alt="image"
src="https://github.com/user-attachments/assets/7e6d83a4-ce02-47a7-91f6-87745f8f5549"
/>
<img width="1666" height="1225" alt="image"
src="https://github.com/user-attachments/assets/7dd1f840-2e25-4365-aa1d-ed9dac13385a"
/>

**Dark mode**
<img width="1666" height="1225" alt="image"
src="https://github.com/user-attachments/assets/0c787095-7146-4fb3-a61a-e2232973bcba"
/>
<img width="1666" height="1225" alt="image"
src="https://github.com/user-attachments/assets/481c21fd-03b5-4c1f-b59e-7f8c8017f9ce"
/>


## 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>
2025-09-12 18:42:55 +05:30
Sivin Varghese
59ba91473a feat: Agent capacity policy index page with CRUD actions (#12409) 2025-09-12 16:22:42 +05:30
Sivin Varghese
257df30589 feat: Agent assignment policy Create/Edit pages (#12400) 2025-09-10 20:02:11 +05:30
Sivin Varghese
55633ab063 feat: Agent assignment policy index page with CRUD actions (#12373)
# Pull Request Template

## Description

This PR incudes new Agent assignment policy index page with CRUD
actions.

Fixes
https://linear.app/chatwoot/issue/CW-5570/feat-assignment-policy-index-page-with-actions

## Type of change

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

## How Has This Been Tested?

### Loom

https://www.loom.com/share/17ab5ceca4854f179628a3b53f347e5a?sid=cb64e881-57fd-4ae1-921b-7648653cca33

### Screenshots

**Light mode**
<img width="1428" height="888" alt="image"
src="https://github.com/user-attachments/assets/fdbb83e9-1f4f-4432-9e8a-4a8f1b810d31"
/>


**Dark mode**
<img width="1428" height="888" alt="image"
src="https://github.com/user-attachments/assets/f1fb38b9-1150-482c-ba62-3fe63ee1c7d4"
/>
<img width="726" height="495" alt="image"
src="https://github.com/user-attachments/assets/90a6ad55-9ab6-4adb-93a7-2327f5f09c79"
/>


## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-09-10 12:07:21 +05:30
micahmills
b989ca6397 feat: Agent language settings (#11222)
# Pull Request Template

## Description

This Pull Request will provide a language selector in the Profile
Settings for each user, and allows them to change the UI language per
agent, defaulting back to the account locale.

Fixes # #678 This does PR addresses the Dashboard view but does not
change the language of the agents emails

## Type of change

Please delete options that are not relevant.
- [X ] New feature (non-breaking change which adds functionality)

## How Has This Been Tested?

1. Go to an Agents Profile settings page
2. Select a language from the Language drop down
3. the UI will update to the new i18n locale
4. navigate through the UI to make sure the appropriate language is
being used
5. Refresh the page to test that the locale persists


270

- [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
Checklist:.724.2708

---------

Co-authored-by: Sojan Jose <sojan@pepalo.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-09-09 14:27:36 +05:30
Muhsin Keloth
5c560c7628 feat: WhatsApp enhanced templates front end changes (#12117)
Part of the https://github.com/chatwoot/chatwoot/pull/11997

Co-authored-by: Sojan Jose <sojan@pepalo.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
2025-08-12 18:53:19 +05:30
Muhsin Keloth
ab1ba1c4c7 feat: Add manual WhatsApp templates sync with UI (#12007)
Fixes https://github.com/chatwoot/chatwoot/issues/9600

**Summary**
- Added manual WhatsApp templates sync functionality accessible via UI
- Added refresh button in both inbox settings and template picker modal
- Enhanced template picker to always show for WhatsApp Cloud channels
(even when empty)


**Preview**

<img width="1456" height="798" alt="CleanShot 2025-07-22 at 14 15 28@2x"
src="https://github.com/user-attachments/assets/8a04ff26-61fa-42ee-a1b8-5e06433ae6e0"
/>


<img width="2376" height="1574" alt="CleanShot 2025-07-22 at 14 19
24@2x"
src="https://github.com/user-attachments/assets/1c772034-04ff-484d-88dd-ca8123e93065"
/>

---------

Co-authored-by: iamsivin <iamsivin@gmail.com>
2025-07-23 12:22:51 +04:00
Aman Kumar
0ea616a6ea feat: WhatsApp campaigns (#11910)
# Pull Request Template

## Description

This PR adds support for WhatsApp campaigns to Chatwoot, allowing
businesses to reach their customers through WhatsApp. The implementation
includes backend support for WhatsApp template messages, frontend UI
components, and integration with the existing campaign system.

Fixes #8465

Fixes https://linear.app/chatwoot/issue/CW-3390/whatsapp-campaigns

## Type of change

- [x] New feature (non-breaking change which adds functionality)
- [ ] Bug fix (non-breaking change which fixes an issue)
- [ ] 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?

- Tested WhatsApp campaign creation UI flow
- Verified backend API endpoints for campaign creation
- Tested campaign service integration with WhatsApp templates
- Validated proper filtering of WhatsApp campaigns in the store

## 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
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules

## What we have changed:

We have added support for WhatsApp campaigns as requested in the
discussion.
Ref: https://github.com/orgs/chatwoot/discussions/8465

**Note:** This implementation doesn't exactly match the maintainer's
specification and variable support is missing. This is an initial
implementation that provides the core WhatsApp campaign functionality.

### Changes included:

**Backend:**
- Added `template_params` column to campaigns table (migration + schema)
- Created `Whatsapp::OneoffCampaignService` for WhatsApp campaign
execution
- Updated campaign model to support WhatsApp inbox types
- Added template_params support to campaign controller and API

**Frontend:**
- Added WhatsApp campaign page, dialog, and form components
- Updated campaign store to filter WhatsApp campaigns separately
- Added WhatsApp-specific routes and empty state
- Updated i18n translations for WhatsApp campaigns
- Modified sidebar to include WhatsApp campaigns navigation

This provides a foundation for WhatsApp campaigns that can be extended
with variable support and other enhancements in future iterations.

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
2025-07-16 09:04:02 +05:30
Sojan Jose
b7f2c151bf feat: Voice channel creation Flow (#11775)
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>
2025-06-25 14:21:03 -07:00
Shivam Mishra
35f06f30e7 feat: label reports overview (#11194)
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-06-11 14:35:46 +05:30
Sojan Jose
273c277d47 feat: Add conversation delete feature (#11677)
<img width="1240" alt="Screenshot 2025-06-05 at 12 39 04 AM"
src="https://github.com/user-attachments/assets/0071cd23-38c3-4638-946e-f1fbd11ec845"
/>


## Changes

Give the admins an option to delete conversation via the context menu

- enable conversation deletion in routes and controller
- expose delete API on conversations
- add delete option in conversation context menu and integrate with card
and list
- implement store action and mutation for delete
- update i18n with new strings

fixes: https://github.com/chatwoot/chatwoot/issues/947

---------

Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Pranav <pranavrajs@gmail.com>
2025-06-05 15:53:17 -05:00
raza-ak
513d954027 feat: Show active Contacts (#8243) 2025-06-04 21:52:13 +05:30
Shivam Mishra
07a39f4b42 feat: Enforce role permissions on filtered page (#11638)
Fixes: https://github.com/chatwoot/chatwoot/issues/11610

Demo:
https://www.loom.com/share/c9181b42619044379ba01e0ac913801d?sid=e306fe30-ce80-47ac-83e5-92132a99f464
2025-05-30 15:19:42 +05:30
Sojan Jose
873cfa08d8 feat: Ability to reset api_access_token (#11565)
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: Shivam Mishra <scm.mymail@gmail.com>
2025-05-29 14:42:13 +05:30
Shivam Mishra
b1120ae7fb feat: allow searching articles in omnisearch (#11558)
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-05-28 13:50:50 +05:30
Shivam Mishra
b533980880 feat: Add support for minutes in auto resolve feature (#11269)
### 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>
2025-05-07 00:36:15 -07:00
Sojan Jose
630826baed feat: Implement UI for Agent Bots in settings and remove CSML support (#11276)
- Add agent bots management UI in settings with avatar upload
- Enable agent bot configuration for all inbox types
- Implement proper CRUD operations with webhook URL support
- Fix agent bots menu item visibility in settings sidebar
- Remove all CSML-related code and features
- Add migration to convert existing CSML bots to webhook bots
- Simplify agent bot model and services to focus on webhook bots
- Improve UI to differentiate between system bots and account bots

## Video 





https://github.com/user-attachments/assets/3f4edbb7-b758-468c-8dd6-a9537b983f7d

---------

Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
2025-04-16 18:02:49 +05:30
Muhsin Keloth
c6d4bc5632 fix: Old Instagram inbox warnings (#11318)
We have added warnings for existing Instagram messenger inboxes via
https://github.com/chatwoot/chatwoot/pull/11303. There is an issue with
finding the correct Instagram/messenger inbox. This PR will fixes that
issue.
2025-04-16 16:30:32 +05:30
Muhsin Keloth
ad17887898 feat: Add warnings for existing instagram messenger channels (#11303) 2025-04-16 12:54:41 +05:30
Shivam Mishra
1140ca7a78 fix: stale report value shown if summary fetch breaks (#11270)
This pull request includes several changes to better show the report
metrics fetching status on the dashboard. This also prevents showing
stale data in case fetching summary fails due to timeout or other issue

The most important changes include adding a new fetching status state to
the store called `summaryFetchingStatus`, updating the
`useReportMetrics` composable, and modifying the `ChartStats` component
to handle different fetching statuses.

#### Loading
![CleanShot 2025-04-09 at 13 49
35@2x](https://github.com/user-attachments/assets/575c9905-0bf7-4a6e-8709-026896dd95f8)

#### Finished
![CleanShot 2025-04-09 at 13 49
43@2x](https://github.com/user-attachments/assets/ef7f8cb3-ca34-4627-a954-ba23f156d2ff)

#### Failed
<img width="1512" alt="image"
src="https://github.com/user-attachments/assets/d521a785-9299-4e59-94dc-561a7a84377e"
/>

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-04-15 20:18:06 +05:30
Pranjal Kushwaha
0dc2af3c78 feat: Ability to delete account for administrators (#1874)
## Description

Add account delete option in the user account settings.

Fixes #1555 

## Type of change

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


![image](https://user-images.githubusercontent.com/40784971/110349673-edcc5200-8058-11eb-8ded-a31d15aa0759.png)

![image](https://user-images.githubusercontent.com/40784971/110349778-0c324d80-8059-11eb-9291-abfbffedde5e.png)


## Checklist:

- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my own 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: Sojan Jose <sojan@pepalo.com>
Co-authored-by: Sojan Jose <sojan.official@gmail.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-04-03 10:41:39 +05:30
Shivam Mishra
9761214860 feat: Add debounce for meta query (#11195)
This PR combines the approaches in
https://github.com/chatwoot/chatwoot/pull/11190 and
https://github.com/chatwoot/chatwoot/pull/11187 to debounce the meta
request with a max wait time of 2.5 seconds With 500 concurrent users,
the theoretical limit with this is 720K requests per minute, if all of
them continuously receive websocket events.

The max wait of 2.5 seconds is still very generous, and we can easily
make it 2 seconds for smaller accounts and 5 seconds for larger
accounts.

```js
const debouncedFetchMetaData = debounce(fetchMetaData, 500, false, 200);
const longDebouncedFetchMetaData = debounce(fetchMetaData, 500, false, 5000);

export const actions = {
  get: async ({ commit, state: $state }, params) => {
    if ($state.allCount > 100) {
      longDebouncedFetchMetaData(commit, params);
    } else {
      debouncedFetchMetaData(commit, params);
    }
  },
  set({ commit }, meta) {
    commit(types.SET_CONV_TAB_META, meta);
  },
};

```

Related Utils PR: https://github.com/chatwoot/utils/pull/49
Here's the debounce in action

<img width="934" alt="image"
src="https://github.com/user-attachments/assets/5265a108-9c64-4488-9b4c-2e0d06aadc50"
/>

---------

Co-authored-by: Pranav <pranavrajs@gmail.com>
2025-03-27 19:41:02 -07:00
Pranav
4b4d9f8f7c fix: Update throttle for /meta endpoints, will call every 2s for small account, 10s for large accounts (#11190)
This update improves the throttling mechanism for conversation meta
requests to optimize server load and enhance performance. The changes
implement differentiated thresholds based on account size - a 2-second
throttle for small accounts (≤100 conversations) and a 10-second
throttle for large accounts (>100 conversations).

Fixes #11178
2025-03-26 14:59:39 -07:00
Shivam Mishra
f67b20b203 feat: remove sentry log and allow same timestamp (#11100) 2025-03-18 15:08:28 +05:30
Shivam Mishra
00556bd55a feat: ignore out of sync messages (#11058)
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-03-12 14:48:05 +05:30
Vishnu Narayanan
616bbced9c feat: allow copilot use without connecting an inbox (#10992)
This PR allows Copilot to be used without connecting the Captain assistant to an inbox. Currently, if Captain is enabled on an account, it takes over conversations and responds directly to users. This PR enables the use of Captain as a Copilot without allowing it to respond to users. Additionally, it allows using a different assistant for Copilot instead of the default Captain assistant.

The selection logic for the Copilot assistant follows this order of preference:

- If the user has selected a specific assistant, it takes first preference for Copilot.
- If the above is not available, the assistant connected to the inbox takes preference.
- If neither of the above is available, the first assistant in the account takes preference.
2025-02-28 15:20:39 -08:00
Sivin Varghese
bd94e5062d chore: Search improvements (#10801)
- Adds pagination support for search.
- Use composition API on all search related component.
- Minor UI improvements.
- Adds missing specs

Loom video
https://www.loom.com/share/5b01afa5c9204e7d97ff81b215621dde?sid=82ca6d22-ca8c-4d5e-8740-ba06ca4051ba
2025-02-03 19:34:50 +05:30
Sivin Varghese
c3aab44b5f feat: Add unread badge to sidebar for inbox view (#10803)
# Pull Request Template

## Description

This PR adds a badge to the icon in the sidebar group header and an
unread highlight for the inbox view.

## Type of change

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

## How Has This Been Tested?

**Loom video**

https://www.loom.com/share/1a880aa16de249a1836b8d014325c067?sid=87cc7b64-667b-4066-8993-d33abccf7b67


## 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
2025-01-31 15:14:10 +05:30
Pranav
cb42be8e65 feat(v4): Update the report pages to show aggregate values (#10766)
This PR updates the report pages for agents, inboxes, and teams by
replacing charts with aggregate values (under a feature flag). Users can
click on any item to view more details if needed. Most users seem to
prefer aggregate values, so this change will likely stay.

The PR also includes a few fixes:

- The summary reports now use the same logic for both the front-end and
CSV exports.
- Fixed an issue where a single quote was being added to values with
hyphens in CSV files. Now, ‘n/a’ is used when no value is available.
- Fixed a bug where the average value was calculated incorrectly when
multiple accounts were present.

These changes should make reports easier to use and more consistent.

### Agents:

<img width="1438" alt="Screenshot 2025-01-26 at 10 47 18 AM"
src="https://github.com/user-attachments/assets/bf2fcebc-6207-4701-9703-5c2110b7b8a0"
/>

### Inboxes
<img width="1438" alt="Screenshot 2025-01-26 at 10 47 10 AM"
src="https://github.com/user-attachments/assets/b83e1cf2-fd14-4e8e-8dcd-9033404a9f22"
/>


### Teams: 
<img width="1436" alt="Screenshot 2025-01-26 at 10 47 01 AM"
src="https://github.com/user-attachments/assets/96b1ce07-f557-42ca-8143-546a111d6458"
/>

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2025-01-28 09:19:18 +05:30
Shivam Mishra
3fd585f40b feat: Throttle meta request for large chat size (#10518)
For large accounts with huge volumes of messages, it can be very
wasteful to make the meta request so often. It also puts un-necessary
load on the DB bombarding it with so many requests. This PR fixes it by
throttling the requests to 5 seconds for all users with more than 1000
accessible chats.

### Why not cache this value in the backend?

Well, it's a bit tricky, since a user can have different permissions
over inboxes and can see different chats, maintaining a cache for each
of them is not effective, besides the requests will reach the server
anyway.
2024-12-05 22:35:30 -08:00
Shivam Mishra
aaa328be87 feat: Add dropdown component (#10358)
This PR adds dropdown primitives to help compose custom dropdowns across the app. The following the sample usage

---------

Co-authored-by: Pranav <pranav@chatwoot.com>
2024-11-18 17:29:27 -08:00
Sivin Varghese
579efd933b feat(v4): Update the campaigns page design (#10371)
<img width="1439" alt="Screenshot 2024-10-30 at 8 58 12 PM"
src="https://github.com/user-attachments/assets/26231270-5e73-40fb-9efa-c661585ebe7c">


Fixes
https://linear.app/chatwoot/project/campaign-redesign-f82bede26ca7/overview

---------

Co-authored-by: Pranav <pranavrajs@gmail.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2024-10-31 11:57:13 +05:30
Shivam Mishra
6d3ecfe3c1 feat: Add new sidebar for Chatwoot V4 (#10291)
This PR has the initial version of the new sidebar targeted for the next major redesign of the app. This PR includes the following changes

- Components in the `layouts-next` and `base-next` directories in `dashboard/components`
- Two generic components `Avatar` and `Icon`
- `SidebarGroup` component to manage expandable sidebar groups with nested navigation items. This includes handling active states, transitions, and permissions.
- `SidebarGroupHeader` component to display the header of each navigation group with optional icons and active state indication.
- `SidebarGroupLeaf` component for individual navigation items within a group, supporting icons and active state.
- `SidebarGroupSeparator` component to visually separate nested navigation items. (They look a lot like header)
- `SidebarGroupEmptyLeaf` component to render empty state of any navigation groups.

----

Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Pranav <pranavrajs@gmail.com>
2024-10-23 18:32:37 -07:00
Sojan Jose
58e78621ba chore: Custom Roles to manage permissions [ UI ] (#9865)
In admin settings, this Pr will add the UI for managing custom roles (
ref: https://github.com/chatwoot/chatwoot/pull/9995 ). It also handles
the routing logic changes to accommodate fine-tuned permissions.

---------

Co-authored-by: Pranav <pranavrajs@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2024-09-17 11:40:11 -07:00
Sivin Varghese
452096f4b2 feat: Replace rtlMixin to a composable (#9924)
This PR will replace the usage of `rtlMixin` to the `useUISettings` composable, and moved the method to component itself.
2024-08-12 15:50:21 +05:30
Pranav
80a90d9d8c feat: Update the design for canned responses (#9903)
This is the continuation of the design update series. Canned responses listing page is rewritten with the design change.
---------

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: Vishnu Narayanan <iamwishnu@gmail.com>
2024-08-07 09:43:47 -07:00
Shivam Mishra
e393bcf125 fix: Update the logic to handle attachments in a conversation (#9784)
When the chat is viewed, a function `fetchAllAttachments` is run to get all attachments for a particular conversation. This function, before updating the record creates the `attachments` property on the `chat` object in the store.
If in any case this function fails, the `attachments` property is not created, and when the code reaches the `dashboard/store/modules/conversations/index.js` the error occurs

This PR fixes it by ensuring that `SET_ALL_ATTACHMENTS` is always run. And it handles the default case as well


---

Sentry Issue:
[CHATWOOT-FRONTEND-APP-5Y](https://chatwoot-p3.sentry.io/issues/5459056982/)

```
TypeError: Cannot read properties of undefined (reading 'some')
  at forEach(./app/javascript/dashboard/store/modules/conversations/index.js:160:31)
  at Array.forEach(<anonymous>)
  at mutations(./app/javascript/dashboard/store/modules/conversations/index.js:159:27)
  at handler(./node_modules/vuex/dist/vuex.js:771:7)
  at forEach(./node_modules/vuex/dist/vuex.js:470:9)
  at Array.forEach(<anonymous>)
  at fn(./node_modules/vuex/dist/vuex.js:469:13)
  at Store.prototype._withCommit(./node_modules/vuex/dist/vuex.js:574:5)
  at Store.prototype.commit(./node_modules/vuex/dist/vuex.js:468:10)
  at this.commit(./node_modules/vuex/dist/vuex.js:420:21)
  at call(./app/javascript/dashboard/store/modules/conversations/actions.js:273:7)
  at tryCatch(./node_modules/videojs-record/dist/videojs.record.js:2868:27)
  at _invoke(./node_modules/videojs-record/dist/videojs.record.js:3088:32)
  at prototype[method](./node_modules/videojs-record/dist/videojs.record.js:2921:31)
  at as(/packs/js/application-cf716bca3c984faeb095.js:4:76)
  at as(/packs/js/application-cf716bca3c984faeb095.js:4:76)
  at nrWrapper(/app/accounts/81898/conversations/95:6:17817)
```

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
2024-08-06 18:13:41 -07:00
Pranav
8b1d98af52 feat: Update the design for integration page (#9825)
Combine integrations and applications page into one page. 

<img width="1182" alt="Screenshot 2024-07-23 at 3 30 51 PM"
src="https://github.com/user-attachments/assets/50920a6f-606f-44b3-b1e4-641046a14444">

Major changes:

- The app enabled?, active? checks are all moved to backend.
- The dashboard_apps integration is also now part of the apps.yml file.
- Updated the header design for the new settings pages.
- Merged the folders integrationapps and integrations. 
- Updated the copy to match the size of the card and provide clear
instruction.
- Only the list page is updated in this PR, rest of the pages are yet to
be migrated.


| Integration | Verified | 
| -- | -- |
| Dashboard Apps |  | 
| Dyte |  | 
| Slack |  | 
| Webhooks |  | 
| Dialogflow |  | 
| Google Translate |  | 
| OpenAI |  | 
| Linear |  |

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2024-07-24 16:35:40 -07:00