Commit Graph

54 Commits

Author SHA1 Message Date
Sojan Jose
be8205657e fix: Added authentication to FireCrawl API, remove unused RobinAI references (#10737)
- Fixed Firecrawl webhook payloads to ensure proper data handling and
delivery.
- Removed unused Robin AI code to improve codebase cleanliness and
maintainability.
- Implement authentication for the Firecrawl endpoint to improve
security. A key is generated to secure the webhook URLs from FireCrawl.

---------

Co-authored-by: Pranav <pranavrajs@gmail.com>
2025-01-22 18:14:25 -08:00
Shivam Mishra
3b366f43e6 feat: setup captain limits (#10713)
This pull request introduces several changes to implement and manage
usage limits for the Captain AI service. The key changes include adding
configuration for plan limits, updating error messages, modifying
controllers and models to handle usage limits, and updating tests to
ensure the new functionality works correctly.

## Implementation Checklist

- [x] Ability to configure captain limits per check
- [x] Update response for `usage_limits` to include captain limits
- [x] Methods to increment or reset captain responses limits in the
`limits` column for the `Account` model
- [x] Check documents limit using a count query
- [x] Ensure Captain hand-off if a limit is reached
- [x] Ensure limits are enforced for Copilot Chat
- [x] Ensure limits are reset when stripe webhook comes in 
- [x] Increment usage for FAQ generation and Contact notes
- [x] Ensure documents limit is enforced

These changes ensure that the Captain AI service operates within the defined usage limits for different subscription plans, providing appropriate error messages and handling when limits are exceeded.
2025-01-23 01:23:18 +05:30
Pranav
0b4028b95d feat: Add support for the references in FAQs (#10699)
Currently, it’s unclear whether an FAQ item is generated from a
document, derived from a conversation, or added manually.

This PR resolves the issue by providing visibility into the source of
each FAQ. Users can now see whether an FAQ was generated or manually
added and, if applicable, by whom.

- Move the document_id to a polymorphic relation (documentable).
- Updated the APIs to accommodate the change.
- Update the service to add corresponding references. 
- Updated the specs.

<img width="1007" alt="Screenshot 2025-01-15 at 11 27 56 PM"
src="https://github.com/user-attachments/assets/7d58f798-19c0-4407-b3e2-748a919d14af"
/>

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-01-16 15:27:30 +05:30
Pranav
6096932f76 feat: Add a review step for FAQs generated from conversations before using it (#10693)
This PR introduces a review step for generated FAQs, allowing a human to
validate and approve them before use in customer interactions. While
hallucinations are minimal, this step ensures accurate and reliable FAQs
for Captain to use during LLM calls when responding to customers.

- Added a status field for the FAQ
- Allow the filter on the UI.
<img width="1072" alt="Screenshot 2025-01-15 at 6 39 26 PM"
src="https://github.com/user-attachments/assets/81dfc038-31e9-40e6-8a09-586ebc4e8384"
/>
2025-01-16 09:54:34 +05:30
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
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
Sojan Jose
07e33fd98a chore: Switch models to gpt-4o (#9458)
- Switch model to gpt-4o from gpt-4-turbo
2024-05-13 13:32:11 -07:00
Shivam Mishra
eff24c0d71 feat: allow feature plan map in super admin (#9318)
- Add subscribed_features method in models/enterprise/account and include it in the JSON response
2024-05-08 22:58:46 -07:00
Pranav
ffd47081bd chore(cleanup): Delete sentiment feature (#9304)
- The feature is unused, removing it for now, will bring it back with better models later.
2024-04-25 22:49:10 -07:00
Sojan Jose
d12c38c344 chore: Move embedding generation to sidekiq (#9238)
chore: Move embedding generation to a job
2024-04-16 09:43:16 -07:00
Sojan Jose
42a457ff5d feat: Use embeddings in help center search (#9227) 2024-04-15 16:35:23 -07:00
Sivin Varghese
3b6ae772bf feat: SLA report filter (#9218)
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2024-04-12 11:03:18 +05:30
Muhsin Keloth
1038d1500e feat: SLA reports view (#9189)
* feat: SLA report table


* feat: Add SLA popover card

* feat: Update popover position

* feat: Add loader

* Update SLACardLabel.vue

* feat: Update column order

* chore: fix conditions

* Update SLATable.vue

* chore: enable reports in ui

* chore: Revamp report SLA apis

* chore: revert download method

* chore: improve the code

* Update enterprise/app/views/api/v1/accounts/applied_slas/download.csv.erb

Co-authored-by: Vishnu Narayanan <iamwishnu@gmail.com>

* chore: style fixes

* chore: fix specs

* feat: Add number of conversations

* chore: review comments

* fix: translation

* Update app/javascript/dashboard/i18n/locale/en/report.json

Co-authored-by: Vishnu Narayanan <iamwishnu@gmail.com>

* Update app/javascript/dashboard/i18n/locale/en/report.json

Co-authored-by: Vishnu Narayanan <iamwishnu@gmail.com>

* Update app/javascript/dashboard/i18n/locale/en/report.json

Co-authored-by: Vishnu Narayanan <iamwishnu@gmail.com>

* Update SLAReportItem.vue

* Update report.json

* Update package.json

* chore: review comments

* chore: remove unused translation

* feat: Add TableHeaderCell component

* chore: more review fixes

* Update app/javascript/dashboard/components/widgets/TableHeaderCell.vue

Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>

* Update TableHeaderCell.vue

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Vishnu Narayanan <iamwishnu@gmail.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2024-04-09 10:14:36 +10:00
Sivin Varghese
e49ef773d8 feat: UI to show the SLA threshold in chat screen (#9146)
- UI will show the breach in the conversation list.
- UI will show the breach in the conversation header.

Fixes: https://linear.app/chatwoot/issue/CW-3146/update-the-ui-to-show-the-breach-in-the-conversation-list
Fixes: https://linear.app/chatwoot/issue/CW-3144/ui-update-to-show-the-breachgoing-to-breach
2024-04-04 15:46:46 +05:30
Sojan Jose
4e28481f27 feat: Conversation API to return applied_sla and sla_events (#9174)
* chore: Add sla_events to push_event_data

* chore: Return SLA details in the API

* chore: feature lock sla push event data

* Update _conversation.json.jbuilder

* chore: rubocop fixes
2024-04-01 23:30:07 +05:30
Vishnu Narayanan
16282f6a66 feat: Add push/email notification support for SLA (#9140)
* feat: update SLA evaluation logic

* Update enterprise/app/services/sla/evaluate_applied_sla_service.rb

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>

* chore: refactor spec to bring down expecations in a single block

* chore: fix process_account_applied_sla spec

* chore: add spec to test multiple nrt misses

* feat: persist sla notifications

* feat: revert persist sla notifications

* feat: add SLA push/email notification support

* chore: refactor sla_status to include active_with_misses

* chore: add support for sla push/email notifications

* chore: refactor

* chore: add liquid templates

* chore: add spec for liquid templates

* chore: add spec for sla email notifications

* chore: add spec for SlaPolicyDrop

* chore: refactor to ee namespace

* chore: set enterprise test type to mailer

* feat: enable sla notification settings only if SLA enabled

* chore: refactor

* chore: fix spec

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2024-03-29 20:27:21 +11:00
Vishnu Narayanan
6956436a76 feat: refactor SLA evaluation logic (#9133)
* feat: update SLA evaluation logic

* chore: handle nrt

* chore: handle applied_sla status

* chore: refactor spec to bring down expecations in a single block

* chore: fix process_account_applied_sla spec

* chore: add spec to test multiple nrt misses

* feat: persist sla notifications

* feat: revert persist sla notifications

* chore: refactor sla_status to include active_with_misses

* chore: refactor spec

* Update evaluate_applied_sla_service.rb

* minor refactors

* clean up

* move notification related spec

* chore: refactor notifications spec to sla_event model

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
2024-03-29 02:01:43 +11:00
Muhsin Keloth
48452a42f4 feat: Add SLA metrics API (#9132) 2024-03-25 12:24:43 +05:30
Vishnu Narayanan
b017d05ed9 feat: add sla events table (#9126)
* feat: add sla events table

* chore: refactor to EE namespace

* chore: refactor

* chore: fix spec

* chore: add references to account,inbox,sla_policy

* chore: update specs

* chore: update spec to check backfilling id's

* Update spec/enterprise/models/sla_event_spec.rb
2024-03-20 11:59:37 +05:30
Sojan Jose
3dae3ff3ad feat: Conversation update API for sla_policy_id (#8973)
- Add an endpoint for updating conversation attributes (priority / sla_policy_id )
- Swagger spec
- minor chores around the conversation API/spec

Fixes: https://linear.app/chatwoot/issue/CW-2100/feat-backend-api-to-update-the-sla-of-a-conversation
2024-03-14 17:22:32 +05:30
Vishnu Narayanan
aaf70cf1cf feat: add push notification when SLA missed (#9078)
* feat: add push notification when SLA missed

* chore: sent notification only for inbox members

* feat: add conv particpants+admins to SLA notification list

* chore: add spec to ensure notification is created

* chore: refactor to multiple alerts for SLA conditions

* chore: add sla_policy as secondary_actor in notification
2024-03-11 21:49:41 +05:30
Sojan Jose
41e269e873 feat(ee): Add reporting events for bots (#9027)
Added a new event conversation_bot_resolved and added a job to auto resolve the bot conversations if there was no activity for the last 1 hour.
2024-02-27 14:53:28 -08:00
Sojan Jose
773be6f8ec feat: Interface to validate response_source (#8894)
- This PR adds a UI to validate the response source quality quickly. It also helps to test with sample questions and update responses in the database when missing.

Co-authored-by: Pranav Raj S <pranav@chatwoot.com>
2024-02-26 20:20:12 +05:30
Vishnu Narayanan
23230e0143 feat: sla-7 ensure applied_sla uniqueness (#8938)
* feat: refactor fetching sla in action service

* chore: modify spec

* chore: ensure applied_sla uniqueness

* chore: review fixes

* feat: add unique index on applied_sla

* chore: fix spec

* chore: add new specs to improve coverage

* chore: improve spec

* Update spec/enterprise/services/enterprise/action_service_spec.rb

---------

Co-authored-by: Sojan Jose <sojan@pepalo.com>
2024-02-20 21:59:49 +05:30
Vishnu Narayanan
c1d07a5471 feat: Add sidekiq jobs to monitor applied SLAs (#8828)
Fixes: https://linear.app/chatwoot/issue/CW-2983/sidekiq-jobservice-to-monitor-sla-breach

Co-authored-by: Sojan <sojan@pepalo.com>
2024-02-07 21:44:56 +04:00
Sojan Jose
1b753720c1 chore: Move Enterprise pricing validation to on create (#8856)
* chore: Move Pricing validation to on create

The previous validation was getting triggered on all transactions,
this would prevent login to existing users and session data need to be updated.
Opting for a less intrusive approach.

* chore: minore change
2024-02-05 19:18:29 +05:30
Vishnu Narayanan
b8047f0912 feat: sla-2 add automation backend support for SLA (#8775)
* feat: add automation support for SLA

* feat: add sla action in automtion UI

* chore: revert frontend changes

* chore: refactor to ee namespace

* chore: refactor automation rule to ee namespace

* feat: create applied_sla table entry

* chore: add applied_sla spec

* chore: rubocop fixes

---------

Co-authored-by: Sojan <sojan@pepalo.com>
2024-02-01 15:42:12 +05:30
Sojan Jose
0805f362d3 chore: Validation for purchased pricing_plan_quantity (#8809)
- Add validations based on purchased pricing_plan_quantity
- Modify the Dashboard to support the new error message
2024-01-30 11:26:07 +04:00
Vishnu Narayanan
232369cd5c feat: sla 1 - refactor sla_policies model and add applied_sla model (#8602)
* feat: add models

* chore: refactor sla column names

* chore: remove foreign keys

* chore: fix spec

* chore: refactor models
2024-01-23 23:48:02 +05:30
Vishnu Narayanan
d731c972ad fix: skip auditlogs for whatsapp template sync (#8579)
Skips audit logs for whatsapp_template sync
Fixes: https://linear.app/chatwoot/issue/CW-2641/skip-whatsapp-template-updates-from-audit-logs
2024-01-09 21:51:48 -08:00
Pranav Raj S
90649e72bb fix: Add a .present? check for sentiment file path to avoid false positives (#8401) 2023-11-22 10:35:51 -08:00
Sojan Jose
a3d008da06 chore: Ensure null validation for private attribute in messages (#8085) 2023-10-11 13:16:59 +05:30
Sojan Jose
826d9ec5a7 chore: Refactor Response Bot Data Schema (#8011)
This PR refactors the schema we introduced in #7518 based on the feedback from production tests. Here is the change log

- Decouple Inbox association to a new table inbox_response_sources -> this lets us share the same response source between multiple inboxes
- Add a status field to responses. This ensures that, by default, responses are created in pending status. You can do quality assurance before making them active. In future, this status can be leveraged by the bot to auto-generate response questions from conversations which require a handoff
- Add response_source association to responses and remove hard dependency from response_documents. This lets users write free-form question answers based on conversations, which doesn't necessarily need a response source.
2023-10-01 19:31:38 -07:00
Vishnu Narayanan
7b8a3fcae0 feat: auditlog for team and inbox member updates (#7516)
- adds an audit log when an agent is added or removed from a team
- adds an audit log when an agent is added or removed from an inbox

Co-authored-by: Sojan Jose <sojan@pepalo.com>
2023-08-15 19:55:19 -07:00
Sojan Jose
56d0b220f4 chore: Fix response associations for inbox (#7582)
- Fix the bug in inbox associations that crept up in previous PR
2023-07-21 20:47:41 +03:00
Sojan Jose
480f34803b feat: Response Bot using GPT and Webpage Sources (#7518)
This commit introduces the ability to associate response sources to an inbox, allowing external webpages to be parsed by Chatwoot. The parsed data is converted into embeddings for use with GPT models when managing customer queries.

The implementation relies on the `pgvector` extension for PostgreSQL. Database migrations related to this feature are handled separately by `Features::ResponseBotService`. A future update will integrate these migrations into the default rails migrations, once compatibility with Postgres extensions across all self-hosted installation options is confirmed.

Additionally, a new GitHub action has been added to the CI pipeline to ensure the execution of specs related to this feature.
2023-07-21 18:11:51 +03:00
Vishnu Narayanan
4828071fc3 feat: add audit trail for channel updates (#7396) 2023-07-21 12:08:19 +05:30
Vishnu Narayanan
ea825d49da feat: add auditlogs for account model (#7511) 2023-07-19 23:52:34 +05:30
Tejaswini Chile
f3f665cabb fix: Sentiment analysis queue update (#7552) 2023-07-19 20:27:20 +05:30
Tejaswini Chile
10dd0ba647 feat: Sentiment Analysis (#7475) 2023-07-12 15:03:31 +05:30
Sojan Jose
40830046e8 feat: Audit Logs for Account User Changes (#7405)
- Audit log for user invitations: https://linear.app/chatwoot/issue/CW-1768/invited-a-user-to-the-account
- Audit log for change role: https://linear.app/chatwoot/issue/CW-1767/name-or-email-changed-the-role-of-the-user-email-to-agent-or-admin
- Audit log for status change: https://linear.app/chatwoot/issue/CW-1766/availability-status-as-events-for-audit-logs


Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2023-06-28 22:42:06 +05:30
Vishnu Narayanan
f963e00731 fix: capture user and ip details on Inbox delete (#7395)
Fixes: https://linear.app/chatwoot/issue/CW-1772/ip-address-and-user-details-are-missing-in-some-of-the-logs

Co-authored-by: Sojan <sojan@pepalo.com>
2023-06-27 19:49:24 +05:30
Sojan Jose
595e6e79f0 chore: Add sla policy association to conversation (#7360)
Adds the sla policy association to the conversation

Fixes: https://linear.app/chatwoot/issue/CW-1615/applying-an-sla-to-the-conversation
2023-06-21 14:48:50 +05:30
Vishnu Narayanan
6bea2cbc4a feat: add audit trail for macros (#7352) 2023-06-20 13:04:59 +05:30
Vishnu Narayanan
9ff5978d6e feat: Add audit trail events for team (#7285) 2023-06-09 17:30:36 -07:00
Vishnu Narayanan
123fc73394 feat: add audit trail for sign_in and sign_out (#7158)
* feat: add audit_trail for sign_in event

* chore: ignore unrelated User model columns for auditing

* chore: fix prepend call for webhook/automation rule

* chore: add spec for sign_in event

* chore: refactor sign_in auditlog method to enterprise namespace

* feat: add sign_out audit trail

* feat: review comments
2023-05-25 14:27:30 +05:30
Muhsin Keloth
271263bcc2 feat: SLA CRUD APIs (EE) (#7027)
Fixes: https://linear.app/chatwoot/issue/CW-1613/sla-api

Co-authored-by: Sojan Jose <sojan@pepalo.com>
2023-05-11 22:42:56 +05:30
Vishnu Narayanan
d870b0815a feat: Audit log APIs (#6434)
- Adds the appropriate APIs for Audit Logs.

ref: #6015
2023-03-01 20:02:58 +05:30
Pranav Raj S
297e144f33 fix: Update account limit selection logic (#6149) 2022-12-30 13:54:37 -08:00
Pranav Raj S
82207c0d3e fix: Convert limits to Integer (#5169) 2022-08-02 15:35:51 +05:30