Commit Graph

648 Commits

Author SHA1 Message Date
Pranav
b34c526c51 feat(apps): Shopify Integration (#11101)
This PR adds native integration with Shopify. No more dashboard apps.
The support agents can view the orders, their status and the link to the
order page on the conversation sidebar.

This PR does the following: 
- Create an integration with Shopify (a new app is added in the
integrations tab)
- Option to configure it in SuperAdmin
- OAuth endpoint and the callbacks.
- Frontend component to render the orders. (We might need to cache it in
the future)
---------

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>
2025-03-19 15:37:55 -07:00
Pranav
bf5e4a92dd chore: Limit the number of articles retrieved by widget (#11095)
The UI displays only six articles, and this update introduces a per_page
parameter to control the number of articles returned per API call. The
value is capped between 1 and 100, with a default fallback if a lower
number is set.

This change is necessary due to high website traffic, where excessive
payloads are returned without adding value.

**Changes:** 
- Add index to status, account_id, portal_id, views.
- Add per_page param in the API.
- Update the code in the frontend to fetch only 6
2025-03-15 14:10:12 -07:00
Sojan Jose
586dc800bb chore: Move Twilio event processing to background job (#11094)
- Twilio events were being processed synchronously, leading to slow API
responses.
- This change moves Twilio event processing to a background job to
improve performance and align with how other events (e.g., WhatsApp) are
handled.

---------

Co-authored-by: Pranav <pranav@chatwoot.com>
2025-03-15 13:51:08 -07:00
Pranav
46ec92c86e fix: Improve performance of most hit APIs in widget (#11089)
- Cache campaigns for better performance
- Fix N+1 queries in inbox members
- Remove unused related articles
2025-03-14 17:37:36 -07:00
Sojan Jose
29158e32fe chore: Logger for non-existent WhatsApp channels (#11064)
- Add a warning logger for cases where we are getting webhook events for
inactive numbers.
- Add config to discard events for inactive numbers so that the meta
will stop sending events

---------

Co-authored-by: Pranav <pranav@chatwoot.com>
2025-03-12 15:50:38 -07:00
Pranav
22331fb626 fix: Paginate attachments API (#11044)
There are attachments with over 1000 attachments (unusual) in
production, and some of them timeout. This PR would limit the number of
attachments to 100 (which is sufficient for viewing the files in the
gallery, pagination on the UI can be added later).
2025-03-07 13:56:10 -08:00
Pranav
a513f152ed fix: Extend the locale without variant check for article locales as well (#11021)
We allow users to select locale variants when creating the help center
(e.g., pt_BR or en_UK). However, the selected variant may not always be
available for translation in the app. In such cases, we need to fall
back to either the base language or the default locale.

While this fallback logic was implemented for the portal locale, it was
missing for article locales.

This PR fixes that issue.
2025-03-06 18:24:46 -08:00
Muhsin Keloth
ef24eef0b9 feat: move Linear config to installation_config (#10999)
This PR has the following changes

- Add `LINEAR_CLIENT_ID` and `LINEAR_CLIENT_SECRET` to installation
config
- Add Linear config to super_admin/features.yml
- Replace usage of ENV.fetch with GlobalConfigService.load for fetch
Client Id and Secret.
2025-02-28 14:20:27 +05:30
Pranav
80c87da8c9 feat: Add new APIs for live reports with team filter (#10994)
This PR is part of the larger #10849 implementation and introduces a new
Live Reports API to provide real-time conversation metrics.

The /live_reports/conversation_metrics endpoint returns account-level or
team-level conversation statistics, including open, pending, unattended,
and unassigned conversation counts.

The /live_reports/grouped_conversation_metrics endpoint accepts a group
parameter, either team_id or assignee_id, and returns open and
unattended conversation counts based on the specified grouping.
2025-02-27 16:11:04 -08:00
Muhsin Keloth
12134f9391 feat: Linear OAuth 2.0 (#10851)
Fixes https://linear.app/chatwoot/issue/CW-3417/oauth-20-authentication
We are planning to publish the Chatwoot app in the Linear [integration
list](https://linear.app/docs/integration-directory). While we currently
use token-based authentication, Linear recommends OAuth2 authentication.
This PR implements OAuth2 support.

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2025-02-27 18:15:53 +05:30
Shivam Mishra
161024db9d feat: Add visibility checks for installation types (#10773)
This pull request includes multiple changes to the sidebar and route
metas to configure visibility of features on the dashboard.

Here's a summary of the changes

1. Added `installationTypes`, field to routes `meta`, this works along
side `permissions` and `featureFlags`
This allows us to decide weather a particular feature is accessible on a
particular type. For instance, the Billing pages should only be
available on Cloud
2. Updated `usePolicy` and `policy.vue` to use the new
`installationTypes` config
3. Updated Sidebar related components to remove `showOnlyOnCloud` to use
the new policy updates.

Testing the PR

Here's the matrix of cases:
https://docs.google.com/spreadsheets/d/15AAJntJZoyudaby77BOnRcC4435FGuT7PXbUXoTyU50/edit?usp=sharing

---------

Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
Co-authored-by: Pranav <pranavrajs@gmail.com>
2025-02-21 14:48:31 -08:00
Shivam Mishra
c88447c11f feat: invalidate cache after inbox members or team members update (#10869)
At the moment, when updating the inbox members, or team members the
account cache used for IndexedDB is not invalidated. This can cause
inconsistencies in the UI. This PR fixes this by adding explicit
invalidation after performing the member changes

### Summary of changes

1. Added a new method `add_members` and `remove_members` to both `team`
and `inbox` models. The change was necessary for two reasons
- Since the individual `add_member` and `remove_member` is called in a
loop, it's wasteful to run the cache invalidation in the method.
- Moving the account cache invalidation call in the controller pollutes
the controller business logic
2. Updated tests across the board

### More improvements

We can make a concern called `Memberable` with usage like
`memberable_with :inbox_members`, that can encapsulate the functionality

---

Related: https://github.com/chatwoot/chatwoot/issues/10578
2025-02-20 21:28:38 -08:00
Pranav
ccf890d855 fix: Handle JSON requests in DashboardController (#10910)
This is the error that is triggering a P0 incident in Chatwoot. 

```
DashboardController#index is missing a template for this request format and variant. request.formats: ["application/json"] request.variant: []
```

The user is calling `/app/accounts/api/v1/accounts/<account-id>/inboxes`. The URL is wrong, the requests are routed to dashboard controller as it starts with `/app/accounts`. The dashboard controller is not handling JSON requests and it creates errors. There are 312k errors over the last 2 years. Close to 50k during last 3 days.

This fix would return not_acceptable response to the attempts.
2025-02-15 09:32:50 -08:00
Sivin Varghese
abcff9883f feat: Order previous conversations by last activity (#10825) 2025-02-05 19:50:25 -08:00
Pranav
d070743383 feat(ee): Add Captain features (#10665)
Migration Guide: https://chwt.app/v4/migration

This PR imports all the work related to Captain into the EE codebase. Captain represents the AI-based features in Chatwoot and includes the following key components:

- Assistant: An assistant has a persona, the product it would be trained on. At the moment, the data at which it is trained is from websites. Future integrations on Notion documents, PDF etc. This PR enables connecting an assistant to an inbox. The assistant would run the conversation every time before transferring it to an agent.
- Copilot for Agents: When an agent is supporting a customer, we will be able to offer additional help to lookup some data or fetch information from integrations etc via copilot.
- Conversation FAQ generator: When a conversation is resolved, the Captain integration would identify questions which were not in the knowledge base.
- CRM memory: Learns from the conversations and identifies important information about the contact.

---------

Co-authored-by: Vishnu Narayanan <vishnu@chatwoot.com>
Co-authored-by: Sojan <sojan@pepalo.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-01-14 16:15:47 -08:00
Pranav
4fd9bddb9d feat(v4): Add API to fetch aggregate reports for inboxes (#10604)
The Inbox Overview section is being updated to offer a more detailed
report, showing an overall view of the account grouped by inboxes. To
view detailed reports and access specific graphs for individual inboxes,
click on the inbox name to navigate to its dedicated report page.

---------

Co-authored-by: Sojan Jose <sojan@pepalo.com>
2024-12-19 14:47:19 -08:00
Shivam Mishra
b34dac7bbe feat: validate query conditions (#10595)
Query conditions can take in arbitrary values, this can cause SQL
errors. This PR fixes it
2024-12-17 17:16:37 +05:30
Pranav
10a0333980 feat(ee): Add copilot integration (v1) to the conversation sidebar (#10566) 2024-12-10 15:36:48 -08:00
Sivin Varghese
d902bb1d6f fix: Remove duplicate contactable inbox in the conversation form (#10554)
---------

Co-authored-by: Pranav <pranavrajs@gmail.com>
2024-12-06 12:31:01 -08:00
Sivin Varghese
3edc0542cc fix: Fix issue with profile picture not updating (#10532)
This PR resolves the issue with updating the profile picture in the profile settings.

**Cause of issue**
The issue can be reproduced with the old `ProfileAvatar.vue` component.
While the exact reason is unclear, it seems related to cases where the
file might be `null`.

**Solution**
Replaced the old `ProfileAvatar.vue` with `Avatar.vue` and tested it. It
works fine. I’ve attached a loom video below.

Fixes https://linear.app/chatwoot/issue/CW-3768/profile-picture-bug

Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Pranav <pranavrajs@gmail.com>
2024-12-04 15:02:29 -08:00
Honza Sterba
76a4140224 fix: Feature flags are not be stored on account creation (#10387)
when creating an account via the platform API the feature flags do not get stored

Co-authored-by: Sojan Jose <sojan@pepalo.com>
2024-11-20 21:39:17 +08:00
Pranav
7dc0eba48a fix: Remove duplicate / character on the proxy route (#10404)
The proxy method adds an extra slash even if the route param has the
character. It’s challenging to check the expected format on each route.
The simplest solution is to check if the route param begins with a
slash, and if not, append one.

NB: The existing tests are sufficient to cover this case. There’s no
need for an additional test to specifically test this.
2024-11-12 22:38:29 +04:00
Shivam Mishra
97d7b9d754 feat(ee): Setup @chatwoot/captain NPM library (#10389)
--- 
Co-authored-by: Sojan <sojan@pepalo.com>
Co-authored-by: Pranav <pranavrajs@gmail.com>
2024-11-11 17:39:09 -08:00
Sivin Varghese
a3855a8d1d feat(v4): Update the help center portal design (#10296)
Co-authored-by: Pranav <pranavrajs@gmail.com>
2024-10-23 22:09:36 -07:00
Shivam Mishra
f18ed01eb7 feat: use of imap login as default if present (#10249)
When moving form using Gmail Legacy auth to using OAuth, we need the
email address that will be used to connect. This is because we need to
store this email address in the cache and reuse when we get the callback
to find the associated inbox.

However there are cases where the imap login might be
`support@company.com` and the email used to communicate will be
`contact@company.com` (Probably an alias) In that case, we need to send
the correct email address to Chatwoot when re-authenticating

At the moment, we used the inbox email. This PR adds a check that
defaults to to `imap_login` if that is available and imap is enabled

This PR also fixes an unrelated problem where the email inbox creation
flow was not working

---

Tested it, it is working correctly

![CleanShot 2024-10-09 at 14 23
47@2x](https://github.com/user-attachments/assets/0e2cb6c8-1224-4b45-b34a-7b19611249bc)
2024-10-09 15:01:11 +05:30
Shivam Mishra
42f6621afb feat: Vite + vue 3 💚 (#10047)
Fixes https://github.com/chatwoot/chatwoot/issues/8436
Fixes https://github.com/chatwoot/chatwoot/issues/9767
Fixes https://github.com/chatwoot/chatwoot/issues/10156
Fixes https://github.com/chatwoot/chatwoot/issues/6031
Fixes https://github.com/chatwoot/chatwoot/issues/5696
Fixes https://github.com/chatwoot/chatwoot/issues/9250
Fixes https://github.com/chatwoot/chatwoot/issues/9762

---------

Co-authored-by: Pranav <pranavrajs@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2024-10-02 00:36:30 -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
Sojan Jose
fba73c7186 chore: Fix issue with deleting interactive messages (#10123)
- fix issue with deleting interactive messages
2024-09-16 21:05:39 -07:00
Muhsin Keloth
467700499b fix: message_type in widget conversation create end point (#10120)
The `before_type_cast` method sometimes returns a string for
`message_type`, creating inconsistencies in conversation create API
response.
2024-09-16 22:34:09 +05:30
Pranav
b9ff164041 fix: Remove draft articles from the help center search (#10116)
Limit the API to return only the published articles in public help
center API.

Fixes https://github.com/chatwoot/chatwoot/issues/10026
2024-09-16 15:47:44 +05:30
Muhsin Keloth
528b984a8d feat: Extend upload API end point to support external images (#10062) 2024-09-05 10:42:54 +05:30
Sojan Jose
b61ad6e41a feat: Add APIs to manage custom roles in Chatwoot (#9995)
Co-authored-by: Pranav <pranavrajs@gmail.com>
2024-08-23 17:18:28 +05:30
Shivam Mishra
abc511d00f fix: inconsistent OpenAI cache interface (#10009)
Signed-off-by: Shivam Mishra <scm.mymail@gmail.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2024-08-22 23:04:14 +05:30
Muhsin Keloth
429d281501 fix: Handle OpenAI API errors (#9560) 2024-08-22 10:24:13 +05:30
Pranav
8696a4c135 chore: Use installation config URL for captain app URL (#9874)
Use `InstallationConfig.where(name: 'CAPTAIN_APP_URL')` instead of
`ENV.fetch('CAPTAIN_APP_URL', '')`
2024-08-02 13:17:55 +05:30
Sojan Jose
829bb842fd feat: Generate SSO URL in Chatwoot, move Captain to primary tab (#9871)
- Generate SSO URL in Chatwoot, move Captain to the primary tab

Co-authored-by: Pranav <pranavrajs@gmail.com>
2024-08-01 19:22:34 -07:00
Sojan Jose
0331815cc5 feat: Integration with Captain (alpha) (#9834)
- Integration with captain (alpha)

Co-authored-by: Pranav <pranavrajs@gmail.com>
2024-07-25 14:24:04 -07:00
Shivam Mishra
5520bf68f3 feat: disable scripts on password reset page (#9693) 2024-07-01 11:11:57 +05:30
Muhsin Keloth
9046730206 feat: FCM HTTP v1 API changes (#9629)
Fixes https://linear.app/chatwoot/issue/CW-3210/legacy-firebase-changes
2024-06-18 10:38:06 +05:30
Shivam Mishra
da4b75a3af feat: add Google login flow and inbox creation (#9580)
This PR adds the following changes

1. Refactor `microsoft/callbacks_controller` to move common logic to
`oauth_callback_controller`, most of the logic is re-used for Google
2. Add UI components, `googleClient` and I18n entries for Google login
3. Add Google callback and inbox creation
4. Add a `joinUrl` utility along with specs (need to move it to utils)
5. Add `GoogleConcern`, `Google::AuthorizationsController` and
`Google::CallbacksController`

> Note: The UI is hidden for now, so we can merge this without any
hiccups, to enable it just revert the commit `05c18de`

### Preview


https://github.com/chatwoot/chatwoot/assets/18097732/1606d150-4561-49dc-838d-e0b00fe49ce3

### Linear Tickers

[CW-3370](https://linear.app/chatwoot/issue/CW-3370)
[CW-3371](https://linear.app/chatwoot/issue/CW-3371)

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2024-06-07 16:37:46 +05:30
Shivam Mishra
eafd3ae44d feat: new re-authorization flow for Microsoft (#9510)
This PR adds a cleaner re-authorization flow to Microsoft. This PR has
the following changes

1. Use `reauthorization_required` value for Microsoft Channel
2. Refactor `InboxReconnectionRequired` to reuse the `banner` component
3. Refactor `microsoft/Reauthorize.vue` to reuse
`InboxReconnectionRequired` component
4. Update `reauthorizable.rb` to update cache keys if the model has an
inbox
5. Update `microsoft/callbacks_controller.rb` to handle the
reauthorization case with a redirect to the inbox settings page if the
inbox already exists at the time of authorization.

## How Has This Been Tested?

- [x] Local Instance
- [ ] Staging Instance
- [x] Unit tests

## Pending Tasks

- [ ] ~Success Toast~ will do this in a follow-up PR with the screen

## Demo

The following video shows the whole process of creation and
re-authorization of the Microsoft channel


https://www.loom.com/share/e5cd9bd4439c4741b0dcfe66d67f88b3?sid=100f3642-43e4-46b3-8123-88a5dd9d8509

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2024-05-23 16:03:40 +05:30
Shivam Mishra
616e3a8092 feat: allow setting dashboard scripts from super_admin (#9514)
This PR allows setting scripts for `vueapp.html.erb` via super admin
config. This PR has the following changes

1. Allow `DASHBOARD_SCRIPTS` in internal config
2. Remove existing scripts from `vueapp.html.erb`
3. Add scripts from `GlobalConfig` to `vueapp.html.erb`

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2024-05-23 14:30:41 +05:30
Muhsin Keloth
35508feaae feat: Linear front end (#9491)
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
2024-05-23 11:58:24 +05:30
Pranav
87d92f73d4 feat: Improve Report API performance (#9476)
- Re-write the methods for clarity
- Remove the dependency on the ReportHelper class.
- Remove n+1 queries in the average metric time series data.
2024-05-22 17:34:24 -07:00
Muhsin Keloth
023b3ad507 feat: Add APIs for linear integration (#9346) 2024-05-22 13:37:58 +05:30
Shivam Mishra
f6650b5025 feat: move Azure config to installation_config (#9481)
This PR has the following changes

1. Add `AZURE_APP_ID` and `AZURE_APP_SECRET` to installation config
2. Add Microsoft config to `super_admin/features.yml`
3. Replace usage of `ENV.fetch` with `GlobalConfigService.load` for
fetch App ID and Secret
2024-05-20 11:52:42 +05:30
Muhsin Keloth
d649bd2dfd feat: Add support for bulk snooze until (#9360) 2024-05-08 08:55:31 +05:30
Shivam Mishra
2ef767d60f feat: exporting contacts takes the filters into account (#9347)
- This PR allows contacts to be exported using the current filter in CRM view

Co-authored-by: Sojan Jose <sojan@pepalo.com>
2024-05-07 20:18:36 -07:00
jderecho
0d7773d88f feat: Draft through API for Cross-Device Support (#8018)
- Add APIs for cross-device message drafts

ref: #6890
2024-05-02 18:42:18 -07:00
Shivam Mishra
78f94511ff feat: add sitemap for help center (#9280)
* feat: start sitemap

* feat: add base url and last mod to sitemap

* fix: typo

* test: sitemap generation

* test: add draft articles

* fix: escape dots in regex matching

* feat: perpend protocol to the url

* feat: use ChatwootApp.help_center_root

* feat: don't parse the URL

* fix: function declaration
2024-04-26 21:36:39 +05:30