Commit Graph

145 Commits

Author SHA1 Message Date
Shivam Mishra
c218eff5ec feat: add per-webhook secret with backfill migration (#13573) 2026-02-26 17:26:12 +05:30
Muhsin Keloth
6b3f1114fd fix(slack): Show correct sender name and avatar for Slack replies (#13624) 2026-02-26 16:15:15 +05:30
Sojan Jose
55f6257313 chore(hub): clean up legacy Captain hub flow (#13640)
## Summary
This PR cleans up legacy Hub/Captain integration paths and simplifies
hub URL behavior coverage in tests.

## Changes
- remove legacy Captain account endpoint flow from `ChatwootHub`
- remove obsolete spec coverage tied to that retired flow
- keep hub URL handling centralized in `base_url` with enterprise
overlay precedence
- simplify hub URL specs to assert explicit static URL expectations
where applicable

## Reproduce
Run the focused hub specs from this branch:
- `bundle exec rspec spec/lib/chatwoot_hub_spec.rb
spec/enterprise/lib/chatwoot_hub_spec.rb`

## Testing
Validated locally with:
- `bundle exec rspec spec/lib/chatwoot_hub_spec.rb
spec/enterprise/lib/chatwoot_hub_spec.rb`
- `bundle exec rubocop lib/chatwoot_hub.rb spec/lib/chatwoot_hub_spec.rb
enterprise/lib/enterprise/chatwoot_hub.rb
spec/enterprise/lib/chatwoot_hub_spec.rb`
2026-02-24 20:29:53 -08:00
Muhsin Keloth
6be95e79f8 feat(csat): Add WhatsApp utility template analyzer with rewrite guidance (#13575)
CSAT templates for WhatsApp are submitted as Utility, but Meta may
reclassify them as Marketing based on content, which can significantly
increase messaging costs.
This PR introduces a Captain-powered CSAT template analyzer for
WhatsApp/Twilio WhatsApp that predicts utility fit, explains likely
risks, and suggests safer rewrites before submission. The flow is manual
(button-triggered), Captain-gated, and applies rewrites only on explicit
user action. It also updates UX copy to clearly set expectations: the
system submits as Utility, Meta makes the final categorization decision.

Fixes
https://linear.app/chatwoot/issue/CW-6424/ai-powered-whatsapp-template-classifier-for-csat-submissions


https://github.com/user-attachments/assets/8fd1d6db-2f91-447c-9771-3de271b16fd9
2026-02-24 15:11:04 +04:00
Pranav
8f95fafff4 feat: Add a setting to keep conversations pending on bot failures (#13512)
Adds an account-level setting `keep_pending_on_bot_failure` to control
whether conversations should move from pending to open when agent bot
webhooks fail.

Some users experience occasional message drops and don't want
conversations to automatically reopen due to transient bot failures.
This setting gives accounts control over that behavior. This is a
temporary setting which will be removed in future once a proper fix for
it is done, so it is not added in the UI.
2026-02-10 17:27:42 -08:00
Shivam Mishra
67112647e8 fix: escape special characters in Linear GraphQL queries (#13490)
Creating a Linear issue from Chatwoot fails with a GraphQL parse error
when the title, description, or search term contains double quotes. For
example, a description like `the sender is "Bot"` produces this broken
query:

```graphql
issueCreate(input: { description: "the sender is "Bot"" })
```

Linear's API rejects this with `Syntax Error: Expected ":", found
String`. This affects issue creation, issue linking, and issue search —
any flow where user-provided text is interpolated into a GraphQL query.

The `graphql_value` helper was only escaping newlines (`\n`) but not
quotes, backslashes, or other characters that are meaningful inside a
GraphQL string literal. On top of that, `issue_link` and `search_issue`
bypassed `graphql_value` entirely, using raw string interpolation
instead.

The fix replaces the manual `gsub` escaping with Ruby's `to_json`, which
produces a properly escaped, double-quoted string that handles all
special characters. This is a minimal, well-understood substitution —
`to_json` on a Ruby string returns a valid JSON string literal, which is
also a valid GraphQL string literal since GraphQL uses the same escaping
rules. The `issue_link` mutation and `search_issue` query are updated to
route their parameters through `graphql_value` instead of raw
interpolation.

The `team_entities_query` and `linked_issues` methods in `queries.rb`
also use raw interpolation, but their inputs are system-generated IDs
and URLs rather than user-provided text, so they're left as-is to keep
this change focused.
2026-02-09 16:18:04 +05:30
Aakash Bakhle
81307d5aea feat: search documentation tool for reply suggestions (#13340)
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2026-01-30 16:18:33 +05:30
Shivam Mishra
6a482926b4 feat: new Captain Editor (#13235)
Co-authored-by: Aakash Bakhle <48802744+aakashb95@users.noreply.github.com>
Co-authored-by: Vishnu Narayanan <iamwishnu@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: aakashb95 <aakashbakhle@gmail.com>
2026-01-21 13:39:07 +05:30
Aakash Bakhle
bddf06907b fix: double counting in langfuse instrumentation (#13202) 2026-01-13 18:52:38 +05:30
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
Sivin Varghese
399c91adaa feat: Standardize rich editor across all channels (#12600)
# Pull Request Template

## Description

This PR includes,

1. **Channel-specific formatting and menu options** for the rich reply
editor.
2. **Removal of the plain reply editor** and full **standardization** on
the rich reply editor across all channels.
3. **Fix for multiple canned responses insertion:**
* **Before:** The plain editor only allowed inserting canned responses
at the beginning of a message, making it impossible to combine multiple
canned responses in a single reply. This caused inconsistent behavior
across the app.
* **Solution:** Replaced the plain reply editor with the rich
(ProseMirror) editor to ensure a unified experience. Agents can now
insert multiple canned responses at any cursor position.
4. **Floating editor menu** for the reply box to improve accessibility
and overall user experience.
5. **New Strikethrough formatting option** added to the editor menu.

---

**Editor repo PR**:
https://github.com/chatwoot/prosemirror-schema/pull/36

Fixes https://github.com/chatwoot/chatwoot/issues/12517,
[CW-5924](https://linear.app/chatwoot/issue/CW-5924/standardize-the-editor),
[CW-5679](https://linear.app/chatwoot/issue/CW-5679/allow-inserting-multiple-canned-responses-in-a-single-message)

## Type of change

- [x] Bug fix (non-breaking change which fixes an issue)

## How Has This Been Tested?

### Screenshot
**Dark**
<img width="850" height="345" alt="image"
src="https://github.com/user-attachments/assets/47748e6c-380f-44a3-9e3b-c27e0c830bd0"
/>

**Light**
<img width="850" height="345" alt="image"
src="https://github.com/user-attachments/assets/6746cf32-bf63-4280-a5bd-bbd42c3cbe84"
/>


## 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>
Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Vinay Keerthi <11478411+stonecharioteer@users.noreply.github.com>
2025-12-08 14:43:45 +05:30
Sojan Jose
cc86b8c7f1 fix: stream attachment handling in workers (#12870)
We’ve been watching Sidekiq workers climb from ~600 MB at boot to
1.4–1.5 GB after an hour whenever attachment-heavy jobs run. This PR is
an experiment to curb that growth by streaming attachments instead of
loading the whole blob into Ruby: reply-mailer inline attachments,
Telegram uploads, and audio transcriptions now read/write in chunks. If
this keeps RSS stable in production we’ll keep it; otherwise we’ll roll
it back and keep digging
2025-12-05 13:02:53 -08:00
Aakash Bakhle
67dc21ea5f fix: Hardcoded 500 in AI api error response(#13005)
## Description

Please include a summary of the change and issue(s) fixed. Also, mention
relevant motivation, context, and any dependencies that this change
requires.

Fixes false new relic alerts set due to hardcoding an error code

## Type of change


Bug fix (non-breaking change which fixes an issue)
## How Has This Been Tested?

Please describe the tests that you ran to verify your changes. Provide
instructions so we can reproduce. Please also list any relevant details
for your test configuration.

Before
<img width="776" height="666" alt="image"
src="https://github.com/user-attachments/assets/f086890d-eaf1-4e83-b383-fe3675b24159"
/>

the 500 was hardcoded. 
RubyLLM doesn't send any error codes, so i removed the error code
argument and just pass the error message

Langfuse gets just the error message

<img width="883" height="700" alt="image"
src="https://github.com/user-attachments/assets/fc8c3907-b9a5-4c87-bfc6-8e05cfe9c8b0"
/>

local logs only show error
<img width="1434" height="200" alt="image"
src="https://github.com/user-attachments/assets/716c6371-78f0-47b8-88a4-03e4196c0e9a"
/>

Better fix is to handle each case and show the user wherever necessary

## Checklist:

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

---------

Co-authored-by: aakashb95 <aakash@chatwoot.com>
2025-12-04 20:32:46 +05:30
Aakash Bakhle
eed2eaceb0 feat: Migrate ruby llm captain (#12981)
Co-authored-by: aakashb95 <aakash@chatwoot.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2025-12-04 18:26:10 +05:30
Aakash Bakhle
87fe1e9ad7 feat: migrate editor to ruby-llm (#12961)
Co-authored-by: aakashb95 <aakash@chatwoot.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2025-12-04 12:51:35 +05:30
Aakash Bakhle
1ef945de7b feat: Instrument captain (#12949)
Co-authored-by: aakashb95 <aakash@chatwoot.com>
2025-11-28 15:12:55 +05:30
Sivin Varghese
6a712b7592 fix: Update Arcade embed aspect ratio (#12923) 2025-11-24 20:22:27 +05:30
Aakash Bakhle
e9c60aec04 feat: Add support for Langfuse LLM Tracing via OTEL (#12905)
This PR adds LLM instrumentation on langfuse for ai-editor feature

## Type of change
New feature (non-breaking change which adds functionality)

Needs langfuse account and env vars to be set

## How Has This Been Tested?

I configured personal langfuse credentials and instrumented the app,
traces can be seen in langfuse.
each conversation is one session. 
<img width="1683" height="714" alt="image"
src="https://github.com/user-attachments/assets/3fcba1c9-63cf-44b9-a355-fd6608691559"
/>
<img width="1446" height="172" alt="image"
src="https://github.com/user-attachments/assets/dfa6e98f-4741-4e04-9a9e-078d1f01e97b"
/>


## 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

---------

Co-authored-by: aakashb95 <aakash@chatwoot.com>
Co-authored-by: Vishnu Narayanan <iamwishnu@gmail.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
2025-11-21 16:31:45 -08:00
Sojan Jose
5b56f64838 feat: Customizable webhook timeout configuration (#12777)
## Summary
- Ability to configure the webhook timeout for Chatwoot self hosted
installations

fixes: https://github.com/chatwoot/chatwoot/issues/12754
2025-11-17 14:43:23 -08:00
Sojan Jose
ec9a82a017 feat: Open conversation when agent bot webhook fails (#12379)
# Changelog

When an agent bot webhook fails, we now flip any pending conversation
back to an open state so a human agent can pick
it up immediately. There will be an clear activity message giving the
team clear visibility into what went
wrong. This keeps customers from getting stuck in limbo when their
connected bot goes offline.

# Testing instructions 

1. Initial setup: Create an agent bot with a working webhook URL and
connect it to a test inbox. Send a message from a
contact (e.g., via the widget) so a conversation is created; it should
enter the Pending state while the bot handles
     the reply.
2. Introduce failure: Edit that agent bot and swap the webhook URL for a
dummy endpoint that will fail. Have the same
contact send another message in the existing conversation. Because the
webhook call now fails, the conversation should flip from Pending back
to Open, making it visible to agents. Also verify the activity message
3. New conversation check: With the dummy URL still in place, start a
brand-new conversation from a contact. When the
bot tries (and fails) to respond, confirm that the conversation appears
immediately as Open rather than remaining Pending. Also the activity
message is visible
4. Subsequent messages in open conversations will show no change

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-10-13 15:59:59 +05:30
Muhsin Keloth
d8da1f5bf3 fix: Handle video file types in Slack file shares (#12630)
Fixes https://linear.app/chatwoot/issue/CW-5752/fix-nomethoderror-when-processing-video-files-in-slack-integration
#### Problem
When users shared video files (like MP4) through Slack, the `file_type`
method in `SlackMessageHelper` would return `nil` for unsupported file
types. This caused a `NoMethodError (undefined method 'to_sym' for nil)`
when the attachment was being processed, as the system expected a symbol
value for the `file_type` attribute.

#### Solution
- Added video file type support in the `file_type` method case statement
- Added `else` clause to default unknown file types to `:file` instead
of returning `nil`
- This ensures `file_type` always returns a symbol, preventing the
`to_sym` error
2025-10-09 21:05:53 +05:30
Muhsin Keloth
44fab70048 feat: Add support for grouped file uploads in Slack (#12454)
Fixes
https://linear.app/chatwoot/issue/CW-5646/add-support-for-grouped-file-uploads-in-slack

Previously, when sending multiple attachments to Slack, we uploaded them
one by one. For example, sending 5 images would result in 5 separate
Slack messages. This created clutter and a poor user experience, since
Slack displayed each file as an individual message.
This PR updates the implementation to group all attachments from a
message and send them as a single Slack message. As a result,
attachments now appear together in one grouped block, providing a much
cleaner and more intuitive experience for users.

**Before:** 
Each file uploaded as a separate Slack message.
<img width="400" height="800" alt="before"
src="https://github.com/user-attachments/assets/c8c7f666-549b-428f-bd19-c94e39ed2513"
/>

**After:** 
All files from a single message grouped and displayed together in one
Slack message (similar to how Slack natively handles grouped uploads).
<img width="400" height="800" alt="after"
src="https://github.com/user-attachments/assets/0b1f22d5-4d37-4b84-905a-15e742317e72"
/>

**Changes**

- Upgraded Slack file upload implementation to use the new multiple
attachments API available in slack-ruby-client `v2.7.0`.
- Updated attachment handling to upload all files from a message in a
single API call.
- Enabled proper attachment grouping in Slack, ensuring related files
are presented together.
2025-09-24 11:31:06 +05:30
Shivam Mishra
75c57ad039 feat: use captain endpoint config in legacy OpenAI base service (#12060)
This PR migrates the legacy OpenAI integration (where users provide
their own API keys) from using hardcoded `https://api.openai.com`
endpoints to use the configurable `CAPTAIN_OPEN_AI_ENDPOINT` from the
captain configuration. This ensures consistency across all OpenAI
integrations in the platform.

## Changes

- Updated `lib/integrations/openai_base_service.rb` to use captain
endpoint config
- Updated `enterprise/app/models/enterprise/concerns/article.rb` to use
captain endpoint config
- Removed unused `enterprise/lib/chat_gpt.rb` class
- Added tests for endpoint configuration behavior
2025-07-30 08:58:27 +04:00
Muhsin Keloth
99ec18c95b feat: Add support for multiple attachments in Slack (#11958) 2025-07-17 09:38:46 +05:30
Muhsin Keloth
01acbe3cda feat: Add user attribution to Linear integration with actor authorization (#11774)
- Add `actor=app` parameter to Linear OAuth authorization URL for
consistent app-level authorization
https://linear.app/developers/oauth-actor-authorization
- Implement user attribution for Linear issue creation and linking using
`createAsUser` and `displayIconUrl` parameters
- Enhance Linear integration to properly attribute actions to specific
Chatwoot agents

**Note**
- The displayIconUrl parameter is being sent correctly to Linear's
GraphQL API (verified through testing), but there is an issues with icon
is not attaching properly.
- We might need to disconnect the integration connect again.
2025-07-01 16:49:26 +05:30
Muhsin Keloth
f4381e3b5d feat: Add activity messages for linear actions (#11654) 2025-06-13 11:57:11 +05:30
Sojan Jose
10363e77ad chore: Add region option to Dialogflow integration (#11510)
## Summary
- support region option when configuring Dialogflow integration
- connect to region endpoint when set
- use session identification based on the region

Fixes: https://github.com/chatwoot/chatwoot/issues/4129
2025-06-05 20:01:17 -05:00
Shivam Mishra
443214e9a0 feat: add support for bunny CDN videos (#11601)
Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-05-28 13:50:43 +05:30
Shivam Mishra
a3bf753f4c feat: add embed for wistia (#11547)
Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
2025-05-22 19:09:03 +05:30
Sivin Varghese
ccb3672ff8 fix: Status not updating when creating a Linear issue (#11523) 2025-05-20 16:04:56 +05:30
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
Shivam Mishra
5c05e45206 feat: use nocookie version of youtube & vimeo for help center embeds (#11061)
This pull request includes changes to the `CustomMarkdownRenderer` class
and its corresponding tests to support YouTube's "nocookie"
[[ref](https://support.google.com/youtube/answer/171780?hl=en#zippy=%2Cturn-on-privacy-enhanced-mode)]
URLs and adding the `dnt` param to Vimeo embed
[[ref](https://help.vimeo.com/hc/en-us/articles/12426260232977-About-Player-parameters)].

![CleanShot 2025-03-11 at 19 39
36@2x](https://github.com/user-attachments/assets/e7a3e9b1-35a6-4c8c-bdc2-005f773b3d04)

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-03-12 10:32:25 +05:30
Muhsin Keloth
a0cf25ccde chore: Rescue slack link unfurling errors. (#11033)
Fixes
https://linear.app/chatwoot/issue/CW-4122/slackwebapierrorsmissingscope-missing-scope

This PR adds the ability to handle errors when scopes are missing during
link unfurling. Since link unfurling is just a nice-to-have feature that
doesn't affect core functionality, we will silently ignore these errors.

---------

Co-authored-by: Sojan <sojan@pepalo.com>
2025-03-06 15:57:16 -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
Tarush Nagpal
11a7414dc0 feat: Upgrade Dyte apis to v2 (#10706)
# Pull Request Template

## Description

Dyte V1 API's are soon going to be deprecated, hence making sure we
update Chatwoot before that happens

Fixes #10704

## 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. Open a new or existing conversation from the inbox
2. Press the video call icon on the message composer
3. Verify that the message dialog shows up with the join video call
button
4. Verify that clicking on join call does join the call

## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] My changes generate no new warnings
- [ ] New and existing unit tests pass locally with my changes (Unable
to run this locally)

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-02-19 14:47:48 -08:00
Muhsin Keloth
031199f15a chore: Slack file upload changes (#10903)
The Slack `files.upload` API endpoint is deprecated and will stop
functioning on March 11, 2025. In this PR, we have implemented the
changes for the [new file
upload](https://api.slack.com/messaging/files#uploading_files) method.
2025-02-18 22:44:30 -08:00
Sivin Varghese
932244a1ec feat: Add support for Arcade videos on articles (#10585)
Fixes
https://linear.app/chatwoot/issue/CW-3779/add-support-for-arcade-videos-on-articles-loom-alternative

**Loom video**

https://www.loom.com/share/917bdecb4eaf4d3f9782b4fa84ee4bd4?sid=d11f0d71-0cf5-424a-9268-9d9fb3797ee2


Co-authored-by: Sojan Jose <sojan@pepalo.com>
2024-12-17 17:17:42 +05:30
Sojan Jose
12a82b6459 fix: avoid Slack file upload API for fallback messages (#10461)
Skip calling the Slack file upload API for message types such as
fallback (e.g., Facebook and location messages) that lack actual file
data in attachments. This prevents unnecessary API calls and resolves a
Sentry error currently occurring in production.

fixes: https://github.com/chatwoot/chatwoot/issues/10460
2024-11-26 12:56:40 +08:00
Sojan Jose
4a7a0427e9 feat: Provision captain accounts automatically (#10168)
- Provision accounts on Chatwoot cloud automatically if the feature is enabled
2024-09-26 19:21:29 -07:00
Sojan Jose
ab86f62fcc chore: Update GPT Model (#10111)
Update the open AI model, as 3.5 is being deprecated. Provide as option to swap out models via environment variables.
2024-09-16 09:41:20 +05:30
Muhsin Keloth
429d281501 fix: Handle OpenAI API errors (#9560) 2024-08-22 10:24:13 +05:30
Muhsin Keloth
a55fffab3a chore: Linear integration fixes (#9538) 2024-05-29 11:28:13 +05:30
Sivin Varghese
7c5e67bf28 feat: Adds backend support for rendering tables in articles (#9526) 2024-05-24 08:44:01 +05:30
Muhsin Keloth
023b3ad507 feat: Add APIs for linear integration (#9346) 2024-05-22 13:37:58 +05:30
Sojan Jose
a2d0e60a88 fix: Get online status from db when not present in cache [CW-3233] (#9477)
Previously, we returned the static value 'online' when the status was
not present in the Redis cache. This PR changes it to fall back to the
DB value and updates the cache in such cases.

fixes:
https://linear.app/chatwoot/issue/CW-3233/write-a-back-up-for-online-status-in-case-if-redis-keys-are-not
2024-05-15 21:23:19 -07:00
Muhsin Keloth
d7e928df26 feat: Add loom video embed support for help center articles (#9288)
* feat: Add loom support for helpcenter articles

* fix: responsiveness

* fix: style issues

* fix: review comments

* Update custom_markdown_renderer.rb
2024-04-24 11:44:10 +05:30
Sojan Jose
5c9acfb4e9 chore: Handle duplicate Webhooks from slack (#9187)
* chore: Handle duplicate Webhooks from slack

* chore: fixes

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2024-04-04 17:00:45 +05:30
Sojan Jose
35c26367da chore: Unset Redis config after spec (#8685)
The sentinel configuration set in this specification seems to be affecting other specifications. So, let's ensure that the memoised config variable gets unset after execution of the spec.
2024-01-10 15:32:48 -08:00
Nithin David Thomas
f002870c6a feat: Super admin design improvements (#8517)
- Revamp the super admin design
- Introduce a new settings page for support and billing settings
- Move the access tokens into users, agent bots and platform app show pages


Co-authored-by: Sojan <sojan@pepalo.com>
Co-authored-by: Pranav Raj S <pranav@chatwoot.com>
2023-12-08 19:40:35 -08:00
Muhsin Keloth
6c8dacfa0d feat: Facebook delivery reports (#8136) 2023-11-20 12:22:45 +05:30