Commit Graph

125 Commits

Author SHA1 Message Date
Shivam Mishra
fce4d5e26e feat: Show re-auth flag only for legacy Gmail and OAuth channels (#10189) 2024-10-02 00:51:02 -07:00
Shivam Mishra
a0dddae289 feat: let users re auth legacy google inboxes (#10179)
This PR allows migration of legacy GMail inbox users to new OAuth based
inbox

## How to test?

1. Create an inbox from the seed data and set it's IMAP address to
`imap.gmail.com` from the UI
2. Open `rails console` and run the following

   ```
   inbox = Inbox.find(100) # use your inbox id here
   channel = inbox.channel
   channel.update(email: 'hello@chatwoot.com')
   channel.prompt_reauthorization!
   ```
3. This will show the prompt on the UI. Once you click on Reauthorize,
it should open Google Auth. Reauthroize with the same email address as
used in the inbox and it should start working as usual

### Setting up ENV

```sh
GOOGLE_OAUTH_CLIENT_ID=<some-hash>.apps.googleusercontent.com
GOOGLE_OAUTH_CLIENT_SECRET=<client-secret>
GOOGLE_OAUTH_CALLBACK_URL="http://localhost:3000/omniauth/google_oauth2/callback"
```
2024-09-30 21:48:52 +05:30
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
Muhsin Keloth
5d52e4e0a6 revert: "fix: message_type inconsistency across message end points" (#10119)
Reverts chatwoot/chatwoot#10108
2024-09-16 20:00:11 +05:30
Muhsin Keloth
05b8486538 fix: message_type inconsistency across message end points (#10108)
The `before_type_cast` method sometimes returns a string for
`message_type`, creating inconsistencies in different payloads. This
pull request will remove all `before_type_cast` usage and replace it
with `to_i` methods.
2024-09-16 16:14:35 +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
Pranav
77b718c22c fix: Remove user.permissions, resolve it from accounts (#9990)
Remove the `user.permissions` field and resolve the permissions directly
from the accounts array in the user. This change ensures that the cache
or previous values from the last active account don't affect the
permissions.

In this PR: 
- Remove user.permissions usage, replace it with getUserPermissions
method.
- Remove json.permissions from user.json.jbuilder
2024-08-21 11:36:26 +05:30
Sojan Jose
46621b0983 chore: Add permissions to auth data (#9695)
This API change sets the foundation for an upcoming frontend update, transitioning from a role-based model to a permission-based model. This new approach will determine eligibility for various actions and UI elements based on specific permissions rather than roles, enhancing flexibility and security in user access management.
2024-06-28 12:52:48 -07:00
Shivam Mishra
650fee58a6 feat: add Google Email fetch and OAuth token refresh service (#9603)
This PR adds the following changes

1. Add `Imap::GoogleFetchEmailService` and
`Google::RefreshOauthTokenService`. The
`Google::RefreshOauthTokenService` uses
`OmniAuth::Strategies::GoogleOauth2` which is already added as a packge
2. Update `Inboxes::FetchImapEmailsJob` to handle Google inboxes
3. Add SMTP settings for Google in `ConversationReplyMailerHelper` to
allow sending emails


## Preview

#### Incoming emails

![CleanShot 2024-06-06 at 17 17
22@2x](https://github.com/chatwoot/chatwoot/assets/18097732/9d7d70d1-68e3-4c16-b1ca-e5a2e6f890e8)

#### Outgoing email

![CleanShot 2024-06-06 at 17 18
05@2x](https://github.com/chatwoot/chatwoot/assets/18097732/1b4abf0e-e311-493e-bdc8-386886afbb25)

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2024-06-11 14:22:03 +05:30
Shivam Mishra
6c682a6869 feat: add reauthorization banner for Facebook (#9553) 2024-05-30 09:41:04 +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
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
Nithin David Thomas
721a2f5052 feat: API changes to support multi step user signup (#8933)
-API Changes to support the new onboarding flow 

Co-authored-by: Sojan <sojan@pepalo.com>
2024-02-20 16:48:51 +05:30
Surabhi Suman
4b40c61201 feat: Support Regex validation for custom attributes (#7856)
This allows a user to add/update a custom regex and a cue while defining custom attributes(Only applicable for type- text).
While adding/editing custom attributes, the values are validated against the attribute definition regex, and if it is incorrect, a cue message or default error message is shown and restricts invalid values from being saved.

Fixes: #6866
2024-01-23 18:01:57 +04:00
Sojan Jose
f23e33c1a9 perf: Remove unwanted conversation count query (#8372) 2023-11-17 16:40:40 -08:00
Pranav Raj S
6c4b92f7f6 fix: Revert the changes for SyncCustomFilterCountJob (#8238) 2023-10-27 10:45:48 -07:00
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
Sojan Jose
178bc80b25 fix: Update email alerts for Slack integration (#7739)
Co-authored-by: Pranav Raj S <pranav@chatwoot.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2023-08-17 11:46:37 -07:00
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
Tejaswini Chile
71837bedf9 feat: Ability to customise the email sender name [CW-1629] (#7345) 2023-07-04 20:46:01 +05:30
Tejaswini Chile
9d0de04f7c fix: set custom filter count in redis (#7164) 2023-06-19 16:10:03 +05:30
Shivam Mishra
e8a27bea4b feat: Add APIs for limit check in accounts (#7242) 2023-06-15 20:11:40 -07:00
Sojan Jose
117d5301b4 chore: API documentation updates for CSAT surveys (#7255)
- Expose conversation uuid in APIs
- swagger documentation for cast survey update via public/message/update endpoints
- swagger documentation for survey/responses/conversation_uuid endpoint

Fixes: #6328
2023-06-05 21:14:01 +05:30
Tejaswini Chile
e3193dcabc feat: Link help center portal to an Inbox (#6903) 2023-04-24 12:49:52 +05:30
Pranav Raj S
ebd5fbef17 chore: Use feature_flags attribute instead of settings_flags (#6820)
* chore: Use feature_flag instead of settings_flag

* Remove unnecessary changes
2023-04-04 09:56:58 -07:00
Shivam Mishra
00ee0478eb feat: IndexedDB based caching for labels, inboxes and teams [CW-50] (#6710)
* feat: allow caching of labels in the account scope

* feat: send cache keys in account json response

* feat: kickstart web worker

* feat: setup basic architecture for workers

* feat: install idb

* feat: add datamanger

* fix: typos

* refactor: rename method

* feat: make init db a manual step

* refactor: separate accountIdFromRoute

* feat: cache enabled API client

* feat: enable caching for inboxes and labels

* feat: enable cache for team

* feat: manage exceptions for team

* feat: add team to data manager

* feat: add a generic listener

* refactor: send only cache keys

* refactor: separate validate method

* feat: add listeners

* feat: add event for revalidate

* feat: add cache keys endpoint

* refactor: fetch cache keys instead of full account data

* fix: key pattern

* feat: don't fetch account for cache_keys

* fix: cache key base class

* refactor: cache keys helper

* feat: add helper

* fix: cache-key update logic

* feat: delete indexeddb on logout

* feat: remove worker.js

* refactor: move data-manager

* refactor: name of file

* feat: add test for DataManager

* refactor: add fake idb to jest setup

* test: cache keys helper

* test: cache keys helper

* test: cache_keys in accounts controller

* refactor: remove cache_keys context

* feat: add policy for cache-keys
2023-03-27 12:16:25 +05:30
Pranav Raj S
9e8eb293e9 fix: Allow integration apps to be listed by an agent (#6587)
* fix: Allow integration apps to be listed by an agent

* Fix rubocop
2023-03-02 13:02:21 +05:30
Fayaz Ahmed
8ac1cab27e feat: Show contact created date in contact panel (#6364)
* feat: Show contact created date in contact panel

* Add created at in Contacts table

* Moves created at info as tooltip

---------

Co-authored-by: Nithin David <1277421+nithindavid@users.noreply.github.com>
2023-02-04 10:40:23 +05:30
Pranav Raj S
f6a56edf86 feat: Add the UI flow for Microsoft Oauth (#6243) 2023-01-17 17:48:14 +05:30
Tejaswini Chile
00cbdaa8ca Feat: Support for Microsoft Oauth in Email Channel (#6227)
- Adds the backend APIs required for Microsoft Email Channels

Co-authored-by: Pranav Raj S <pranav@chatwoot.com>
Co-authored-by: Sojan <sojan@pepalo.com>
2023-01-17 02:39:05 +05:30
Pranav Raj S
2dfe38ae4d chore: Cleanup feature flags (#6096)
- Add more feature flags for CRM, auto_resolution, and reports
- Add a SuperAdmin link in the sidebar if the user is a super-admin
- SuperAdmin could view all the features on an account irrespective of whether the feature is enabled.
2022-12-19 22:38:30 +05:30
Tejaswini Chile
3083f74d45 fix: Update inbox json, removing password (#5981)
- Filter restricted inbox attributes in APIs for agents 

Fixes chatwoot/product#668

Co-authored-by: Sojan Jose <sojan@pepalo.com>
2022-11-30 13:04:46 +03:00
Clairton Rodrigo Heinzen
edcbd53425 feat: Read/Delivery status for Whatsapp Cloud API (#5157)
Process field statuses received in webhook WhatsApp cloud API

ref: #1021

Co-authored-by: Sojan <sojan@pepalo.com>
Co-authored-by: Nithin David <1277421+nithindavid@users.noreply.github.com>
2022-11-29 15:51:37 +03:00
Sojan Jose
b05d06a28a feat: Ability to lock to single conversation (#5881)
Adds the ability to lock conversation to a single thread for Whatsapp and Sms Inboxes when using outbound messages.

demo: https://www.loom.com/share/c9e1e563c8914837a4139dfdd2503fef

fixes: #4975

Co-authored-by: Nithin David <1277421+nithindavid@users.noreply.github.com>
2022-11-25 13:01:04 +03:00
Tejaswini Chile
a274a1702a chore: Macros enhancement (#5609)
- Fixed send_attachment and send_email_transcript
- Fixed duplicate activity messages
- Fixed Order of execution

Fixes: #5584
2022-10-20 19:41:48 -07:00
Geophilus Durairaj
bd445216e9 fix: DEPRECATION WARNING: Rendering actions with '.' in the name is deprecated (#5560)
fixes the warning: Rendering actions with '.' in the name is deprecated
2022-10-05 17:24:34 -07:00
Pranav Raj S
e0cebfaa1a chore: Allow super admin to suspend an account (#5174) 2022-08-03 11:40:03 +05:30
Tejaswini Chile
4152883f38 chore: Add missing locale info in portal API (#5177) 2022-08-03 10:33:48 +05:30
Pranav Raj S
7fc0d166e8 feat: Allow SaaS users to manage subscription within the dashboard (#5059) 2022-07-19 19:04:17 +05:30
Tejaswini Chile
0cee42a9f9 feat: Macros CRUD api (#5047) 2022-07-19 17:37:00 +05:30
Pranav Raj S
1dc7ce526e chore: Add ee helper, custom_attributes to account (#5058) 2022-07-19 00:33:06 +05:30
Jordan Brough
49d08a6773 feat: Support Twilio Messaging Services (#4242)
This allows sending and receiving from multiple phone numbers using Twilio messaging services

Fixes: #4204
2022-07-08 18:20:07 +05:30
Simon
91d9584fcb feat: show HMAC and enforcement for identity validation for API inbox (#4807)
Display HMAC token in Settings of Inbox API and enable enforcement option. I have also adjusted the copy so that it can apply to all inbox types.

Fixes: #4804
2022-07-06 21:47:39 +02:00
Sojan Jose
a6c609f43d feat: Support for Whatsapp Cloud API (#4938)
Ability to configure Whatsapp Cloud API Inboxes

fixes: #4712
2022-07-06 21:45:03 +02:00
Pranav Raj S
3f6862e04d chore: Display API key in the configuration for WhatsApp Channel (#4944) 2022-06-29 11:52:55 +05:30
Pranav Raj S
b7606e4dd2 feat: Add native support for CSML in agent_bot API (#4913) 2022-06-23 19:17:46 +05:30
Sojan Jose
713fdb44ee feat (ee): APIs to configure an auto assignment limit for inboxes (#4672)
Co-authored-by: Pranav Raj S <pranav@chatwoot.com>
2022-06-13 20:18:38 +05:30
Pranav Raj S
3f3ee6c34a chore: Add support for message_templates in API inbox (#4835) 2022-06-10 18:40:29 +05:30
Fayaz Ahmed
bad24f97ab feat: Add support for Whatsapp template messages in the UI (#4711)
Co-authored-by: Pranav Raj S <pranav@chatwoot.com>
2022-06-07 17:33:33 +05:30
Pranav Raj S
b9aa4444b3 feat: Allow users to create dashboard apps to give agents more context (#4761) 2022-06-01 11:13:10 +05:30