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>
## 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>
# 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
## Description
This fixes an oversight from my previous PR #12120 where I forgot to add
the config key to the enterprise config controller, leading to the
configuration not being showed in the super admin panel.
## Type of change
- [x] Bug fix (non-breaking change which fixes an issue)
## How Has This Been Tested?
I believe this is the correct code change but haven't ran a full test
due to hardware constraints. It would be ideal if you could perform a
quick check on this.
## 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
- [ ] 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
This PR delivers the first slice of the voice channel: inbound call
handling. When a customer calls a configured voice
number, Chatwoot now creates a new conversation and shows a dedicated
call bubble in the UI. As the call progresses
(ringing, answered, completed), its status updates in real time in both
the conversation list and the call bubble, so
agents can instantly see what’s happening. This focuses on the inbound
flow and is part of breaking the larger voice
feature into smaller, functional, and testable units; further
enhancements will follow in subsequent PRs.
references: #11602 , #11481
## Testing
- Configure a Voice inbox in Chatwoot with your Twilio number.
- Place a call to that number.
- Verify a new conversation appears in the Voice inbox for the call.
- Open it and confirm a dedicated voice call message bubble is shown.
- Watch status update live (ringing/answered); hang up and see it change
to completed in both the bubble and conversation
list.
- to test missed call status, make sure to hangup the call before the
please wait while we connect you to an agent message plays
## Screens
<img width="400" alt="Screenshot 2025-09-03 at 3 11 25 PM"
src="https://github.com/user-attachments/assets/d6a1d2ff-2ded-47b7-9144-a9d898beb380"
/>
<img width="700" alt="Screenshot 2025-09-03 at 3 11 33 PM"
src="https://github.com/user-attachments/assets/c25e6a1e-a885-47f7-b3d7-c3e15eef18c7"
/>
<img width="700" alt="Screenshot 2025-09-03 at 3 11 57 PM"
src="https://github.com/user-attachments/assets/29e7366d-b1d4-4add-a062-4646d2bff435"
/>
<img width="442" height="255" alt="Screenshot 2025-09-04 at 11 55 01 PM"
src="https://github.com/user-attachments/assets/703126f6-a448-49d9-9c02-daf3092cc7f9"
/>
---------
Co-authored-by: Muhsin <muhsinkeramam@gmail.com>
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.
## 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>
# 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>
This PR adds support for automatic SSL issuance using Cloudflare when a
custom domain is updated.
- Introduced a cloudflare configuration. If present, the system will
attempt to issue an SSL certificate via Cloudflare whenever a custom
domain is added or changed.
- SSL verification is handled using an HTTP challenge.
- The job will store the HTTP challenge response provided by Cloudflare
and serve it under the /.well-known/cf path automatically.
How to test:
- Create a Cloudflare zone for your domain and copy the Zone ID.
- Generate a Cloudflare API token with the required SSL certificate
permissions.
- Set the Fallback Origin under SSL -> Custom HostName to the Chatwoot
installation.
- Add or update a custom domain and verify that the SSL certificate is
automatically issued.
---------
Co-authored-by: Sojan Jose <sojan@pepalo.com>
## Description
This PR introduces WhatsApp Embedded Signup functionality, enabling
users to connect their WhatsApp Business accounts through Meta's
streamlined OAuth flow without manual webhook configuration. This
significantly improves the user experience by automating the entire
setup process.
**Key Features:**
- Embedded signup flow using Facebook SDK and Meta's OAuth 2.0
- Automatic webhook registration and phone number configuration
- Enhanced provider selection UI with card-based design
- Real-time progress tracking during signup process
- Comprehensive error handling and user feedback
## Required Configuration
The following environment variables must be configured by administrators
before this feature can be used:
Super Admin Configuration (via
super_admin/app_config?config=whatsapp_embedded)
- `WHATSAPP_APP_ID`: The Facebook App ID for WhatsApp Business API
integration
- `WHATSAPP_CONFIGURATION_ID`: The Configuration ID for WhatsApp
Embedded Signup flow (obtained from Meta Developer Portal)
- `WHATSAPP_APP_SECRET`: The App Secret for WhatsApp Embedded Signup
flow (required for token exchange)
## How Has This Been Tested?
#### Backend Tests (RSpec):
- Authentication validation for embedded signup endpoints
- Authorization code validation and error handling
- Missing business parameter validation
- Proper response format for configuration endpoint
- Unauthorized access prevention
#### Manual Test Cases:
- Complete embedded signup flow (happy path)
- Provider selection UI navigation
- Facebook authentication popup handling
- Error scenarios (cancelled auth, invalid business data, API failures)
- Configuration presence/absence behavior
## Related Screenshots:
Fixes
https://linear.app/chatwoot/issue/CW-2131/spec-for-whatsapp-cloud-channels-sign-in-with-facebook
---------
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
Disable features/show billing upgrade for accounts with more users than
the one in the license.
---------
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
# Pull Request Template
## Linear links:
-
https://linear.app/chatwoot/issue/CW-4479/if-image-is-sent-by-the-customer-send-it-to-openai
## Description
This pull request adds “Captain image support” to Chatwoot. It
introduces multimodal message handling so that when a customer sends an
image, Captain can forward the file to OpenAI’s vision endpoint,
generate a caption/analysis
## Type of change
Please delete options that are not relevant.
- [x] New feature (non-breaking change which adds functionality)
## How Has This Been Tested?
<img width="891" alt="image"
src="https://github.com/user-attachments/assets/c7cc98ed-cc44-4865-a53a-83d129e2fe2c"
/>
## 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>
This PR introduces a new channel type for voice conversations.
ref: #11481
## Changes
- Add database migration for channel_voice table with phone_number and
provider_config
- Create Channel::Voice model with E.164 phone number validation and
Twilio config validation
- Add voice channel association to Account model
- Extend inbox helpers and types to support voice channels
- Add voice channel setup UI with Twilio configuration form
- Include voice channel in channel factory and list components
- Add API routes and store actions for voice channel creation
- Add comprehensive translations for voice channel management
---------
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
- Enable jobs by default when a copilot thread or a message is created.
- Rename thread_id to copilot_thread_id to keep it consistent with the
model name
- Add a spec for search_linear_issues service
- Automate the deletion of accounts that have requested deletion via
account settings.
- Add a Sidekiq job that runs daily to find accounts that have requested
deletion and have passed the 7-day window.
- This job deletes the account and then soft-deletes users if they do
not belong to any other account.
- This job also sends an email to the Chatwoot instance admin for
compliance purposes.
- The Chatwoot instance admin's email is configurable via the
`CHATWOOT_INSTANCE_ADMIN_EMAIL` global config.
---------
Co-authored-by: Sojan Jose <sojan@pepalo.com>
- Add API support for creating a thread
- Add API support for creating a message
- Remove uuid from thread (no longer required, we will use existing
websocket connection to send messages)
- Update message_type to a column (user, assistant, assistant_thinking)
The agents can see the previous conversations with the copilot if needed
with this change. We would have to cleanup the data after a while. For
now, that is not considered.
This PR adds:
- A new model for copilot_threads (intentionally named thread instead of
conversation to avoid confusion), copilot_messages
- Add the controller to fetch previous threads and messages.
- Refactor HandleStripeEventService to better manage features by plan
- Add constants for features available in each plan tier (Startup,
Business, Enterprise)
- Add channel_instagram to Startup plan features
- Improve downgrade handling to properly disable higher-tier features
- Clean up and optimize tests for maintainability
- Add comprehensive test coverage for plan upgrades and downgrades
---------
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
- Removes the portal_members table and all associated records
- Updates policies to use custom roles with knowledge_base_manage
permission
- Updates controllers, models, and views to work without portal
membership
- Adds tests for the new permission model
## Description
Add account delete option in the user account settings.
Fixes#1555
## Type of change
- [ ] New feature (non-breaking change which adds functionality)
## Checklist:
- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my own 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: Sojan Jose <sojan@pepalo.com>
Co-authored-by: Sojan Jose <sojan.official@gmail.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
# Pull Request Template
## Description
This PR will replace the upgrade banner with an upgrade page view.
## Type of change
- [x] Bug fix (non-breaking change which fixes an issue)
## How Has This Been Tested?
### Loom video
https://www.loom.com/share/0f2b4b09acdd4404bf3211184a470227?sid=7ed60a99-0299-4642-b907-2af8c4dcc643
## 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
- [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: Pranav <pranavrajs@gmail.com>
