Commit Graph

280 Commits

Author SHA1 Message Date
Tanmay Deep Sharma
eb759255d8 perf: update the logic to purchase credits (#12998)
## Description

- Replaces Stripe Checkout session flow with direct card charging for AI
credit top-ups
- Adds a two-step confirmation modal (select package → confirm purchase)
for better UX
- Creates Stripe invoice directly and charges the customer's default
payment method immediately

## Type of change

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

## How Has This Been Tested?

- Using the specs
- UI manual test cases

<img width="945" height="580" alt="image"
src="https://github.com/user-attachments/assets/52bdad46-cd0e-4927-b13f-54c6b6353bcc"
/>

<img width="945" height="580" alt="image"
src="https://github.com/user-attachments/assets/231bc7e9-41ac-440d-a93d-cba45a4d3e3e"
/>


## Checklist:

- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [ ] 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: Shivam Mishra <scm.mymail@gmail.com>
2025-12-08 10:52:17 +05:30
Muhsin Keloth
5c3b85334b feat: Add support for shared post and story attachment types in Instagram messages (#12997)
When users share Instagram posts or stories via DM, Instagram sends
webhooks with type `ig_post` and `ig_story` attachments. The system was
failing on these types because they weren't defined in the file_types.
This PR fixes the issue by handling all shared types and rendering them
on the front end.

**Shared post**

<img width="2154" height="1828" alt="CleanShot 2025-12-03 at 16 29
14@2x"
src="https://github.com/user-attachments/assets/7e731171-4904-43a6-abeb-b1db2c262742"
/>

**Shared status**
<img width="1702" height="1676" alt="CleanShot 2025-12-03 at 16 10
25@2x"
src="https://github.com/user-attachments/assets/6a151233-ce47-429d-b7c2-061514b20e05"
/>


Fixes
https://linear.app/chatwoot/issue/CW-5441/argumenterror-ig-story-is-not-a-valid-file-type-argumenterror
2025-12-04 05:20:47 +05:30
Tanmay Deep Sharma
b269cca0bf feat: Add AI credit topup flow for Stripe (#12988)
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
2025-12-02 17:53:44 -08:00
Vinay Keerthi
58ca82c720 feat: Backend - Companies API endpoint with pagination and search (#12840)
## Description

Adds API endpoint to list companies with pagination, search, and
sorting.

Fixes
https://linear.app/chatwoot/issue/CW-5930/add-backend-routes-to-get-companies-result
Parent issue:
https://linear.app/chatwoot/issue/CW-5928/add-companies-tab-to-dashboard

## Type of change

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

## How Has This Been Tested?

Added comprehensive specs to
`spec/enterprise/controllers/api/v1/accounts/companies_controller_spec.rb`:
- Pagination (25 per page, multiple pages)
- Search by name and domain (case-insensitive)
- Counter cache for contacts_count
- Account scoping
- Authorization

To reproduce:
```bash
bundle exec rspec spec/enterprise/controllers/api/v1/accounts/companies_controller_spec.rb
bundle exec rubocop enterprise/app/controllers/api/v1/accounts/companies_controller.rb
```

## Checklist:

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

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
2025-11-18 14:28:56 +05:30
Sojan Jose
77f492590e feat: Control the allowed login methods via Super Admin (#12892)
- Control the allowed authentication methods for a chatwoot installation
via super admin configs. [SAML, Google Auth etc]
------
[Codex
Task](https://chatgpt.com/codex/tasks/task_e_6917d503b6e48326a261672c1de91462)

---------

Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-11-17 21:55:12 -08:00
Chatwoot Bot
32da4eec27 chore: Update translations (#12818) 2025-11-14 15:24:38 +05:30
Chatwoot Bot
e8a01ace41 chore: Update translations (#12794) 2025-11-07 10:21:33 +05:30
Tanmay Deep Sharma
90352b3a20 fix: Remove the same account validation for whatsapp channels (#12811)
## Description

Modified the phone number validation in Whatsapp::ChannelCreationService
to check for duplicate phone numbers across ALL accounts, not just
within the current account.

## Type of change

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

## How Has This Been Tested?

- Added test coverage for cross-account phone number validation
- Using actual UI flow 
<img width="1493" height="532" alt="image"
src="https://github.com/user-attachments/assets/67d2bb99-2eb9-4115-8d56-449e4785e0d8"
/>


## Checklist:

- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [ ] 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
2025-11-06 21:18:52 +05:30
Chatwoot Bot
e771d99552 chore: Update translations (#12748) 2025-11-03 15:45:32 +05:30
Chatwoot Bot
f3176afc1c chore: Update translations (#12722)
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-10-27 17:54:15 +05:30
Chatwoot Bot
b4c4f328b2 chore: Update translations (#12625) 2025-10-21 21:29:25 +05:30
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
Vinay Keerthi
170ea7691f feat: Add company model and API with tests (#12548)
# Pull Request Template

## Description

* add Company model with validations for name, domain, description and
  avatar
* Add database migration fo
* Implement endpoints for company CRUD operations
* Add optional company relationship for contacts
* Add test for models, controllers, factories and policies
* Add authorization policies restricting delete to admins
* support JSON API responses
Please include a summary of the change and issue(s) fixed. Also, mention
relevant motivation, context, and any dependencies that this change
requires.

Fixes #(cw-5650)

## Type of change

Please delete options that are not relevant.

- [x] Bug fix (non-breaking change which fixes an issue)
- [ ] New feature (non-breaking change which adds functionality)
- [ ] Breaking change (fix or feature that would cause existing
functionality not to work as expected)
- [ ] This change requires a documentation update

## How Has This Been Tested?

Tests are implemented using `RSpec`

```
$ bundle exec rails db:migrate
$ bundle exec rspec spec/models/company_spec.rb spec/controllers/api/v1/accounts/companies_controller_spec.rb
```

## 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
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
2025-10-08 07:53:43 -07:00
Chatwoot Bot
4b2ebb8877 chore: Update translations (#12598) 2025-10-07 19:17:38 +05:30
Sivin Varghese
0974aea300 chore: Increase custom filter limit from 50 to 1000 per user (#12603)
# Pull Request Template

## Description

This PR increases the custom filter limit from 50 to 1000 per user

## Type of change

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

## How Has This Been Tested?

### Screenshot

<img width="1264" height="71" alt="image"
src="https://github.com/user-attachments/assets/e12667bb-147c-4115-b8a8-9113fca471db"
/>



## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
2025-10-06 10:41:26 -07:00
Shivam Mishra
9fb0dfa4a7 feat: Add UI for custom tools (#12585)
### Tools list

<img width="2316" height="666" alt="CleanShot 2025-10-03 at 20 42 41@2x"
src="https://github.com/user-attachments/assets/ccbffd16-804d-4eb8-9c64-2d1cfd407e4e"
/>

### Tools form 

<img width="2294" height="2202" alt="CleanShot 2025-10-03 at 20 43
05@2x"
src="https://github.com/user-attachments/assets/9f49aa09-75a1-4585-a09d-837ca64139b8"
/>

## Response

<img width="800" height="2144" alt="CleanShot 2025-10-03 at 20 45 56@2x"
src="https://github.com/user-attachments/assets/b0c3c899-6050-4c51-baed-c8fbec5aae61"
/>

---------

Co-authored-by: Pranav <pranavrajs@gmail.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
2025-10-06 09:05:54 -07:00
Chatwoot Bot
487209574c chore: Update translations (#12535) 2025-09-29 11:16:22 +05:30
Chatwoot Bot
03d0688cc2 chore: Update translations (#12519)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-09-25 15:59:03 +05:30
Chatwoot Bot
68c070bcd9 chore: Update translations (#12506) 2025-09-24 10:47:31 +05:30
Shivam Mishra
2e108653ae feat: allow SP initiated SAML (#12447)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-09-23 18:29:16 +05:30
Chatwoot Bot
df1f85a7f0 chore: Update translations (#12432)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-09-23 11:07:15 +05:30
Tanmay Deep Sharma
239c4dcb91 feat: MFA (#12290)
## Linear:
- https://github.com/chatwoot/chatwoot/issues/486

## Description
This PR implements Multi-Factor Authentication (MFA) support for user
accounts, enhancing security by requiring a second form of verification
during login. The feature adds TOTP (Time-based One-Time Password)
authentication with QR code generation and backup codes for account
recovery.

## Type of change

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

## How Has This Been Tested?

- Added comprehensive RSpec tests for MFA controller functionality
- Tested MFA setup flow with QR code generation
- Verified OTP validation and backup code generation
- Tested login flow with MFA enabled/disabled

## Checklist:

- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [ ] 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: Pranav <pranav@chatwoot.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-09-18 20:19:24 +05:30
Shivam Mishra
300d68f3f7 feat: SAML UI [CW-2958] (#12345)
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-09-15 19:33:54 +05:30
Chatwoot Bot
3ad2c33220 chore: Update translations (#12371)
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Pranav <pranavrajs@gmail.com>
2025-09-12 14:33:40 -07:00
Pranav
052b328a1f fix: Use translations for name when sending emails (#12411)
Fix missing translation.
2025-09-11 13:09:07 +05:30
Shivam Mishra
79b93bed77 feat: SAML authentication controllers [CW-2958] (#12319) 2025-09-10 20:02:27 +05:30
Chatwoot Bot
f2cabd6c82 chore: Update translations (#12311) 2025-09-04 11:02:44 +05:30
Shivam Mishra
33058b5f3f feat: add saml model & controller [CW-2958] (#12289)
This PR adds the foundation for account-level SAML SSO configuration in
Chatwoot Enterprise. It introduces a new `AccountSamlSettings` model and
management API that allows accounts to configure their own SAML identity
providers independently, this also includes the certificate generation
flow

The implementation includes a new controller
(`Api::V1::Accounts::SamlSettingsController`) that provides CRUD
operations for SAML configuration

The feature is properly gated behind the 'saml' feature flag and
includes administrator-only authorization via Pundit policies.
2025-09-03 13:30:42 -07:00
Tanmay Deep Sharma
1ba00075ce feat: Add BE changes for captain pdf support for faq generation (#12113) 2025-08-27 20:31:22 +05:30
Chatwoot Bot
472493b9af chore: Update translations (#12228)
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-08-27 11:59:13 +05:30
Tanmay Deep Sharma
ad90deb709 feat: Add agent capacity controllers (#12200)
## Linear reference:
https://linear.app/chatwoot/issue/CW-4649/re-imagine-assignments

## Description
This PR introduces the foundation for Assignment V2 system by
implementing agent_capacity and their association with inboxes and
users.

## Type of change

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

## How Has This Been Tested?

Test Coverage:
-  Controller specs for assignment policies CRUD operations
-  Enterprise-specific specs for balanced assignment order
-  Model specs for community/enterprise separation

## Checklist:

- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [ ] 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: Pranav <pranav@chatwoot.com>
2025-08-26 19:12:58 -07:00
Chatwoot Bot
cae097c5fa chore: Update translations (#12208) 2025-08-19 12:27:13 +05:30
Tanmay Deep Sharma
341487b93e feat: Add assignment policies controllers with jbuilder views (#12199)
## Linear reference:
https://linear.app/chatwoot/issue/CW-4649/re-imagine-assignments

## Description
This PR introduces the foundation for Assignment V2 system by
implementing assignment policies and their association with inboxes.
Assignment policies allow configuring how conversations are distributed
among agents, with support for different assignment orders (round_robin
in community, balanced in enterprise) and conversation prioritization
strategies

Fixes # (issue)

## Type of change

Please delete options that are not relevant.

- [ ] Bug fix (non-breaking change which fixes an issue)
- [ ] New feature (non-breaking change which adds functionality)
- [ ] Breaking change (fix or feature that would cause existing
functionality not to work as expected)
- [ ] This change requires a documentation update

## How Has This Been Tested?

Test Coverage:
-  Controller specs for assignment policies CRUD operations
-  Enterprise-specific specs for balanced assignment order
-  Model specs for community/enterprise separation

Manual Testing:
1. Create assignment policy: POST
/api/v1/accounts/{id}/assignment_policies
2. List policies: GET /api/v1/accounts/{id}/assignment_policies
3. Assign policy to inbox: POST
/api/v1/accounts/{id}/assignment_policies/{id}/inboxes
4. View inbox policy: GET
/api/v1/accounts/{id}/inboxes/{id}/assignment_policy
5. Verify community edition ignores "balanced" assignment order
6. Verify enterprise edition supports both "round_robin" and "balanced"

- testing the flows after enterprise folder deletion

## Checklist:

- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [ ] 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: Pranav <pranavrajs@gmail.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
2025-08-18 19:15:21 -07:00
Chatwoot Bot
f3bc2476fc chore: Update translations (#12073)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-08-11 12:29:22 +05:30
Tanmay Deep Sharma
d2583d32e9 feat: add reauth flow for wa embedded signup (#11940)
# Pull Request Template

## 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 # (issue)

## Type of change

Please delete options that are not relevant.

- [ ] Bug fix (non-breaking change which fixes an issue)
- [ ] New feature (non-breaking change which adds functionality)
- [ ] Breaking change (fix or feature that would cause existing
functionality not to work as expected)
- [ ] This change requires a documentation update

## How Has This Been Tested?

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.


## Checklist:

- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [ ] 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: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-08-08 01:48:45 +05:30
Sivin Varghese
d9900e50a0 feat(cloud): Add support for viewing status of SSL in custom domains (#12011)
# Pull Request Template

## Description

Fixes
[CW-4620](https://linear.app/chatwoot/issue/CW-4620/rethinking-custom-domains-in-chatwoot)

<img width="642" height="187" alt="Screenshot 2025-07-29 at 8 17 44 PM"
src="https://github.com/user-attachments/assets/ad2f5dac-4b27-4dce-93ca-6cbba74443fb"
/>


## Type of change

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

## How Has This Been Tested?



## 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: Vishnu Narayanan <iamwishnu@gmail.com>
Co-authored-by: Pranav <pranavrajs@gmail.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
2025-07-30 10:52:47 -07:00
Chatwoot Bot
0b74be82a3 chore: Update translations (#12037) 2025-07-28 17:33:49 +04:00
Chatwoot Bot
bb9e3a5495 chore: Update translations (#11962)
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-07-17 21:50:55 -07:00
Chatwoot Bot
d89fa09359 chore: Update translations (#11903)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-07-14 14:52:57 +05:30
Chatwoot Bot
e4ba80e2f0 chore: Update translations (#11893) 2025-07-07 14:34:25 -07:00
Pranav
58da92a252 chore: Disable copilot usage after the response count is over (#11845)
Disable copilot if the response usage is over.
2025-06-30 19:06:25 -07:00
Shivam Mishra
b26862e3d8 feat: notion OAuth setup (#11765)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-06-26 19:16:06 +05:30
Muhsin Keloth
578e2ee8db fix: Respect messaging window constraints for auto-resolve messages (#11757) 2025-06-19 21:30:49 +05:30
Chatwoot Bot
25a0c9ed91 chore: Update translations (#11724) 2025-06-17 17:13:31 -07:00
Muhsin Keloth
f4381e3b5d feat: Add activity messages for linear actions (#11654) 2025-06-13 11:57:11 +05:30
Shivam Mishra
ac3bce3932 fix: missing metrics and labels from label summary (#11718) 2025-06-12 17:58:56 +05:30
João Gabriel Franco
d52f4267ba feat: Add i18n on whatsapp list button (#10852)
Fixes #10862

---------

Co-authored-by: Pranav <pranav@chatwoot.com>
2025-06-11 22:19:36 -04:00
Chatwoot Bot
c8f5633d9d chore: Update translations (#11708) 2025-06-11 18:43:15 -04:00
Sivin Varghese
bf3b1676dd fix: Broken header in public Help Center portal (#11704)
Fixes https://linear.app/chatwoot/issue/CW-4473/broken-header-in-help-center-portal
2025-06-11 15:07:24 -04:00
Muhsin Keloth
7a67799f35 fix: Send CSAT survey only when agent can reply in conversation (#11637) 2025-06-11 22:45:32 +05:30