Commit Graph

1477 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
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
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
Aakash Bakhle
1ef945de7b feat: Instrument captain (#12949)
Co-authored-by: aakashb95 <aakash@chatwoot.com>
2025-11-28 15:12:55 +05:30
Gabriel Jablonski
e635122ff6 fix: add presence validation for account name (#12636)
## Description

When a user tries creating a new account through the Super Admin
dashboard, and they forget to fill in the account name, they're faced
with an ugly error (generic "Something went wrong" on production).

This PR simply adds the `validates :name, presence: true` model
validation on `Account` model, which is translated as a proper error
message on the Super Admin UI.
2025-11-25 20:11:15 +05:30
Sojan Jose
48627da0f9 feat: outbound voice call essentials (#12782)
- Enables outbound voice calls in voice channel . We are only caring
about wiring the logic to trigger outgoing calls to the call button
introduced in previous PRs. We will connect it to call component in
subsequent PRs

ref: #11602 

## Screens

<img width="2304" height="1202" alt="image"
src="https://github.com/user-attachments/assets/b91543a8-8d4e-4229-bd80-9727b42c7b0f"
/>

<img width="2304" height="1200" alt="image"
src="https://github.com/user-attachments/assets/1a1dad2a-8cb2-4aa2-9702-c062416556a7"
/>

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Vishnu Narayanan <vishnu@chatwoot.com>
2025-11-24 17:47:00 -08:00
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
Vishnu Narayanan
a8e9acfae9 fix: shopify and leadsquared specs in ci (#12926)
fix: shopify and leadsquared specs in ci
2025-11-21 17:01:03 +05:30
Vishnu Narayanan
f5908b0f8a fix: test failures due to parallelisation in ci (#12924) 2025-11-21 16:33:29 +05:30
Vinay Keerthi
9a2136caf1 fix: Change messages.source_id to text column (#12908)
## Summary
Changes `messages.source_id` from `string` (255 char limit) to `text`
(20,000 char limit) to support long email Message-ID headers.

## Changes
- Migration to change column type from string to text
- Added spec tests for source_id length validation

## Related
Fixes
https://linear.app/chatwoot/issue/CW-5961/activerecordrecordinvalid-validation-failed-source-is-too-long-maximum
2025-11-20 11:41:41 +05:30
Vishnu Narayanan
08b9134486 feat: speed up circleci and github actions (#12849)
# 🚀 Speed up CI/CD test execution with parallelization

## TL;DR

- **Problem**: CI tests took 36-42 minutes per commit, blocking
developer workflow
- **Solution**: Implemented 16-way parallelization + optimized slow
tests + fixed Docker builds
- **Impact**: **1,358 hours/month saved** (7.7 FTE) across GitHub
Actions + CircleCI
  - GitHub Actions tests: 36m → 7m (82% faster)
  - Backend tests: 28m → 4m (87% faster with 16-way parallelization)
  - CircleCI tests: 42m → 7m (83% faster)
  - Docker builds: 34m → 5m (85% faster)
- **Result**: 5-6x faster feedback loops, 100% success rate on recent
runs

---

## Problem
CI test runs were taking **36-42 minutes per commit push** (GitHub
Actions: 36m avg, CircleCI: 42m P95), creating a significant bottleneck
in the development workflow.

## Solution
This PR comprehensively restructures both CI test pipelines to leverage
16-way parallelization and optimize test execution, reducing test
runtime from **36-42 minutes to ~7 minutes** - an **82% improvement**.

---

## 📊 Real Performance Data (Both CI Systems)

### GitHub Actions

#### Before (develop branch - 5 recent runs)
```
Individual runs: 35m 29s | 36m 1s | 40m 0s | 36m 4s | 34m 18s
Average: 36m 22s
```

#### After (feat/speed_up_ci branch - 9 successful runs)
```
Individual runs: 6m 39s | 7m 2s | 6m 53s | 6m 26s | 6m 52s | 6m 42s | 6m 45s | 6m 40s | 6m 37s
Average: 6m 44s
Range: 6m 26s - 7m 2s
```

**Improvement**:  **81.5% faster** (29m 38s saved per run)


#### Backend Tests Specific Impact
With 16-way parallelization, backend tests show dramatic improvement:
- **Before**: 27m 52s (sequential execution)
- **After**: 3m 44s (longest of 16 parallel runners)
  - Average across runners: 2m 30s
  - Range: 1m 52s - 3m 44s
- **Improvement**:  **86.6% faster** (24m 8s saved)
---

### CircleCI

#### Before (develop branch - CircleCI Insights)
```
Duration (P95): 41m 44s
Runs: 70 (last 30 days)
Success Rate: 84%
```

#### After (feat/speed_up_ci branch - Last 2 pipeline runs)
```
Run 1 (1h ago): 7m 7s
  ├─ lint: 4m 12s
  ├─ frontend-tests: 5m 36s
  ├─ backend-tests: 6m 23s
  ├─ coverage: 20s
  └─ build: 1s

Run 2 (2h ago): 7m 21s
  ├─ lint: 3m 47s
  ├─ frontend-tests: 5m 4s
  ├─ backend-tests: 6m 33s
  ├─ coverage: 19s
  └─ build: 1s

Average: 7m 14s
Success Rate: 100% 
```

**Improvement**:  **82.7% faster** (34m 30s saved per run)

---

## 🐳 Related Work: Docker Build Optimization

As part of the broader CI/CD optimization effort, Docker build
performance was improved separately in **PR #12859**.

### Docker Build Fix (Merged Separately)
**Problem**: Multi-architecture Docker builds (amd64/arm64) were taking
~34 minutes due to cache thrashing

**Solution**: Added separate cache scopes per platform in
`.github/workflows/test_docker_build.yml`:
```yaml
cache-from: type=gha,scope=${{ matrix.platform }}
cache-to: type=gha,mode=max,scope=${{ matrix.platform }}
```

**Results** (measured from November 2025 data):
- **Before**: 34.2 minutes/run average (15,547 minutes across 454 runs)
- **After**: 5 minutes/run
- **Improvement**: 85% faster, 29.2 minutes saved per run
- **Frequency**: 25.2 runs/day
- **Monthly savings**: **369 hours** (46 developer-days)

This prevents different architectures from invalidating each other's
caches and contributes 27% of total CI/CD time savings.

---

## 🎯 Key Findings

### Both CI Systems Now Perform Similarly
- **CircleCI**: 7m 14s average
- **GitHub Actions**: 6m 44s average
- **Difference**: Only 30 seconds apart (remarkably consistent!)

### Combined Performance
- **Average improvement across both systems**: **82.1% faster**
- **Time saved per commit**: ~32 minutes
- **Developer feedback loop**: 36-42 minutes → ~7 minutes

### Success Rate Improvement
- **CircleCI**: 84% → 100% (on feat/speed_up_ci branch)
- **GitHub Actions**: 100% (all 9 recent runs successful)
- Fixed all test isolation issues that caused intermittent failures

### Impact at Scale (Based on Real November 2025 Data)
- **CI runs per day**: **30.8 average** for tests, **25.2** for Docker
builds
  - Measured from GitHub Actions Usage Metrics (18 days)
  - Weekdays: 38-54 runs/day
  - Peak: up to 68 runs in a single day
- **This PR (test suite only)**:
  - **Daily time saved**: **15.3 hours** (GitHub Actions + CircleCI)
- **Monthly time saved**: **458 hours** (57 developer-days) on GitHub
Actions
  - Additional **531 hours** (66 developer-days) on CircleCI
- **Combined with Docker optimization** (PR #12859): **1,358
hours/month** (see Summary)
- **Developer experience**: 5-6x faster iteration cycles

---

## Code Changes

### 1. **Backend Test Parallelization (16x)**
Both CI systems now use 16-way parallelization with identical
round-robin test distribution:

```bash
# Distribute tests evenly across 16 runners
SPEC_FILES=($(find spec -name '*_spec.rb' | sort))
for i in "${!SPEC_FILES[@]}"; do
  if [ $(( i % 16 )) -eq $RUNNER_INDEX ]; then
    TESTS="$TESTS ${SPEC_FILES[$i]}"
  fi
done
```

**Why round-robin over timing-based?**
- CircleCI's timing-based splitting grouped similar tests together
- This caused race conditions with OAuth callback tests (Linear,
Shopify, Notion)
- Round-robin ensures even distribution and better test isolation
- Both CI systems now behave identically

### 2. **Frontend Test Optimization**
Enabled Vitest thread parallelization in `vite.config.ts`:

```typescript
pool: 'threads',
poolOptions: {
  threads: {
    singleThread: false,
  },
},
```

### 3. **CI Architecture Restructuring**
Split monolithic CI jobs into parallel stages:
- **Lint** (backend + frontend) - runs independently for fast feedback
- **Frontend tests** - runs in parallel with backend
- **Backend tests** - 16-way parallelized across runners
- **Coverage** - aggregates results from test jobs
- **Build** (CircleCI only) - final job for GitHub status check
compatibility

### 4. **Critical Test Optimization**
**report_builder_spec.rb**: Changed `before` to `before_all`
- Reduced execution time from **19 minutes to 1.2 minutes** (16x
speedup)
- Setup now runs once instead of 21 times
- Single biggest performance improvement after parallelization

---

## Test Stability Fixes (10 spec files)

Parallelization exposed latent test isolation issues that were fixed:

### Object Identity Comparisons (6 files)
Tests were comparing Ruby object instances instead of IDs:
- `spec/models/integrations/hook_spec.rb` - Use `.pluck(:id)` for
comparisons
- `spec/enterprise/models/captain/scenario_spec.rb` - Compare IDs
instead of objects
- `spec/models/notification_spec.rb` - Compare IDs for sort order
validation
- `spec/models/account_spec.rb` - Compare IDs in scope queries
- `spec/services/widget/token_service_spec.rb` - Compare class names
instead of class objects
- `spec/models/concerns/avatarable_shared.rb` - Use `respond_to` checks
for ActiveStorage

### Database Query Caching
- `spec/jobs/delete_object_job_spec.rb` - Added `.reload` to force fresh
database queries

### Test Expectations Timing
- `spec/jobs/mutex_application_job_spec.rb` - Removed flaky unlock
expectation after error block
  - Related to original PR #8770
- Expectation after error block never executes in parallel environments

### Timezone Handling
- `spec/mailers/account_notification_mailer_spec.rb` - Fixed date
parsing at timezone boundaries
  - Changed test time from 23:59:59Z to 12:00:00Z

### Test Setup
- `spec/builders/v2/report_builder_spec.rb` - Optimized with
`before_all`

---

##  CircleCI GitHub Integration Fix

### Problem
GitHub PR checks were stuck on "Waiting for status" even when all
CircleCI jobs passed. GitHub was expecting a job named `build` but the
workflow only had a workflow named "build".

### Solution
Added an explicit `build` job that runs after all other jobs:

```yaml
build:
  steps:
    - run:
        name: Legacy build aggregator
        command: echo "All main jobs passed"
  requires:
    - lint
    - coverage
```

This ensures GitHub's required status checks work correctly.


---

##  Testing & Validation

-  **GitHub Actions**: 9 successful runs, consistent 6m 26s - 7m 2s
runtime
-  **CircleCI**: 2 successful runs, consistent 7m 7s - 7m 21s runtime
-  Both CI systems produce identical, consistent results
-  GitHub PR status checks complete correctly
-  Success rate improved from 84% to 100% (recent runs)
-  No test regressions introduced
-  All flaky tests fixed (callback controllers, mutex jobs, etc.)

---

## 🎉 Summary

This PR delivers an **82% improvement** in test execution time across
both CI systems:

- **GitHub Actions tests**: 36m → 7m (81.5% faster)
- Backend tests specifically: 28m → 4m (86.6% faster)
- **CircleCI tests**: 42m → 7m (82.7% faster)
- **Developer feedback loop**: 5-6x faster
- **Test stability**: 84% → 100% success rate

### 📊 Total CI/CD Impact (All Optimizations)

Based on real November 2025 data, combining this PR with Docker build
optimization (PR #12859):

**Monthly Time Savings**: **1,358 hours/month** = **170
developer-days/month** = **7.7 FTE**

| System | Runs/Day | Before | After | Savings | Monthly Impact |
|--------|----------|---------|--------|---------|----------------|
| **GitHub Actions Tests** | 30.8 | 36.5m | 6.7m | 29.8m/run | 458 hrs
(34%) |
| **GitHub Actions Docker** | 25.2 | 34.2m | 5.0m | 29.2m/run | 369 hrs
(27%) |
| **CircleCI Tests** | 30.8 | 41.7m | 7.2m | 34.5m/run | 531 hrs (39%) |

*Data source: GitHub Actions Usage Metrics (November 2025, 18 days),
CircleCI Insights (30 days)*

The combined optimizations save the equivalent of **nearly 8 full-time
developers** worth of CI waiting time every month, significantly
improving developer velocity and reducing CI costs. All test isolation
issues exposed by parallelization have been fixed, ensuring reliable and
consistent results across both CI platforms.

woot woot !!!

---------
2025-11-19 15:32:48 +05:30
Sojan Jose
5f2b2f4221 feat: APIs to assign agents_bots as assignee in conversations (#12836)
## Summary
- add an assignee_agent_bot_id column as an initital step to prototype
this before fully switching to polymorphic assignee
- update assignment APIs and conversation list / show endpoints to
reflect assignee as agent bot
- ensure webhook payloads contains agent bot assignee


[Codex
Task](https://chatgpt.com/codex/tasks/task_e_6912833377e48326b6641b9eee32d50f)

---------

Co-authored-by: Pranav <pranav@chatwoot.com>
2025-11-18 18:20:58 -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
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
bf806f0c28 feat: allow configuring attachment upload limit (#12835)
## Summary
- add a configurable MAXIMUM_FILE_UPLOAD_SIZE installation setting and
surface it through super admin and global config payloads
- apply the configurable limit to attachment validations and shared
upload helpers on dashboard and widget
- introduce a reusable helper with unit tests for parsing the limit and
extend attachment specs for configurability


------
[Codex
Task](https://chatgpt.com/codex/tasks/task_e_6912644786b08326bc8dee9401af6d0a)

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
2025-11-17 14:03:08 -08:00
Vinay Keerthi
93374f4327 fix: Change contact_inboxes.source_id to text column (#12882)
## Description

Fixes CW-5961 where IMAP email processing failed with
`ActiveRecord::RecordInvalid: Validation failed: Source is too long
(maximum is 255 characters)` error.

This changes the `contact_inboxes.source_id` column from `string` (255
character limit) to `text` (unlimited) to accommodate long email message
IDs that were causing validation failures.

Fixes CW-5961

## Type of change

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

## How Has This Been Tested?

- Added spec test validating `source_id` values longer than 255
characters (300 chars)
- All existing `contact_inbox_spec.rb` tests pass (7 examples, 0
failures)
- Migration applied successfully with reversible up/down methods
- Verified `source_id` column type changed to `text` with `null: false`
constraint preserved

## 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
- [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
2025-11-17 16:09:36 +05:30
Tanmay Deep Sharma
c9823d9409 feat: Assignment service (v2) (#12320)
## Linear Link

 
## Description

This PR introduces a new robust auto-assignment system for conversations
in Chatwoot. The system replaces the existing round-robin assignment
with a more sophisticated service-based architecture that supports
multiple assignment strategies, rate limiting, and Enterprise features
like capacity-based assignment and balanced distribution.

## Type of change

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

## How Has This Been Tested?

- Unit test cases
- Test conversations getting assigned on status change to open
- Test the job directly via rails console

## 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

<!-- CURSOR_SUMMARY -->
---

> [!NOTE]
> Adds a new service-based auto-assignment system with scheduled jobs,
rate limiting, enterprise capacity/balanced selection, and wiring via
inbox/handler; includes Redis helpers and comprehensive tests.
> 
> - **Auto-assignment v2 (core services)**:
> - Add `AutoAssignment::AssignmentService` with bulk assignment,
configurable conversation priority, RR selection, and per-agent rate
limiting via `AutoAssignment::RateLimiter`.
>   - Add `AutoAssignment::RoundRobinSelector` for agent selection.
> - **Jobs & scheduling**:
> - Add `AutoAssignment::AssignmentJob` (per-inbox bulk assign;
env-based limit) and `AutoAssignment::PeriodicAssignmentJob` (batch over
accounts/inboxes).
> - Schedule periodic run in `config/schedule.yml`
(`periodic_assignment_job`).
> - **Model/concerns wiring**:
> - Include `InboxAgentAvailability` in `Inbox`; add
`Inbox#auto_assignment_v2_enabled?`.
> - Update `AutoAssignmentHandler` to trigger v2 job when
`auto_assignment_v2_enabled?`, else fallback to legacy.
> - **Enterprise extensions**:
> - Add `Enterprise::InboxAgentAvailability` (capacity-aware filtering)
and `Enterprise::Concerns::Inbox` association `inbox_capacity_limits`.
> - Extend service via `Enterprise::AutoAssignment::AssignmentService`
(policy-driven config, capacity filtering, exclusion rules) and add
selectors/services: `BalancedSelector`, `CapacityService`.
> - **Infrastructure**:
> - Enhance `Redis::Alfred` with `expire`, key scan/count, and extended
ZSET helpers (`zadd`, `zcount`, `zcard`, `zrangebyscore`).
> - **Tests**:
> - Add specs for jobs, core service, rate limiter, RR selector, and
enterprise features (capacity, balanced selection, exclusions).
> 
> <sup>Written by [Cursor
Bugbot](https://cursor.com/dashboard?tab=bugbot) for commit
0ebe187c8aea73765b0122a44b18d6f465c2477f. This will update automatically
on new commits. Configure
[here](https://cursor.com/dashboard?tab=bugbot).</sup>
<!-- /CURSOR_SUMMARY -->

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2025-11-17 10:08:25 +05:30
Gabriel Jablonski
bdcb1934c0 feat(webhooks): add name to webhook (#12641)
## Description

When working with webhooks, it's easy to lose track of which URL is
which. Adding a `name` (optional) column to the webhook model is a
straight-forward solution to make it significantly easier to identify
webhooks.

## Type of change

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

## How Has This Been Tested?

Model and controller specs, and also running in production over several
months without any issues.

| Before | After |
| --- | --- |
| <img width="949" height="990" alt="image copy 3"
src="https://github.com/user-attachments/assets/6b33c072-7d16-4a9c-a129-f9c0751299f5"
/> | <img width="806" height="941" alt="image"
src="https://github.com/user-attachments/assets/77f3cb3a-2eb0-41ac-95bf-d02915589690"
/> |
| <img width="1231" height="650" alt="image copy 2"
src="https://github.com/user-attachments/assets/583374af-96e0-4436-b026-4ce79b7f9321"
/> | <img width="1252" height="650" alt="image copy"
src="https://github.com/user-attachments/assets/aa81fb31-fd18-4e21-a40e-d8ab0dc76b4e"
/> |


## 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
- [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
2025-11-13 13:28:15 +05:30
Shivam Mishra
4f09c2203c feat: allow querying reporting events via the API (#12832) 2025-11-13 12:46:55 +05:30
Vinay Keerthi
f455e7994e fix: respect status parameter when creating articles via API (#12846)
## Description

The Articles API was ignoring the `status` parameter when creating new
articles. All articles were forced to be drafts due to a hardcoded
`@article.draft!` call in the controller, even when users explicitly
sent `status: 1` (published) in their API request.

This PR removes the hardcoded draft enforcement and allows the status
parameter to be respected while maintaining backward compatibility.

Fixes #12063

## Type of change

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

## How Has This Been Tested?

**Before:**
- API POST with `status: 1` → Created as draft (ignored parameter)
- API POST without status → Created as draft

**After:**
- API POST with `status: 1` → Created as published 
- API POST without status → Created as draft (backward compatible) 
- UI creates articles → Still creates as draft (UI doesn't send status)


**Tests run:**
```bash
bundle exec rspec spec/controllers/api/v1/accounts/articles_controller_spec.rb
# 17 examples, 0 failures
```

Updated tests:
1. Changed 2 existing tests that were verifying the broken behavior
(expecting draft when published was sent)
2. Added new test to verify articles default to draft when status is not
provided
3. All existing tests pass, confirming backward compatibility

## 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
- [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

Co-authored-by: Sojan Jose <sojan@pepalo.com>
2025-11-13 12:07:24 +05:30
Sivin Varghese
e81152608d fix: Issue with processing variables in outgoing email content (#12799)
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
Co-authored-by: Vinay Keerthi <11478411+stonecharioteer@users.noreply.github.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
2025-11-10 20:50:02 +05:30
Shivam Mishra
615e81731c refactor: strategy pattern for mailbox conversation finding (#12766)
Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-11-10 20:47:18 +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
Shivam Mishra
ec6c3b3571 feat: allow bots to handle campaigns when sender_id is nil (#12805) 2025-11-06 14:00:47 +05:30
Pranav
5491ca2470 feat: Differentiate bot and user in the summary (#12801)
While generating the summary, use the appropriate sender type for the
message.
2025-11-05 11:42:21 -08:00
Sojan Jose
f89d9a4401 feat: Bulk delete for contacts (#12778)
Introduces a new bulk action `delete` for contacts

ref: https://github.com/chatwoot/chatwoot/pull/12763

## Screens

<img width="1492" height="973" alt="Screenshot 2025-10-31 at 6 27 21 PM"
src="https://github.com/user-attachments/assets/30dab1bb-2c2c-4168-9800-44e0eb5f8e3a"
/>
<img width="1492" height="985" alt="Screenshot 2025-10-31 at 6 27 32 PM"
src="https://github.com/user-attachments/assets/5be610c4-b19e-4614-a164-103b22337382"
/>
2025-11-04 17:47:53 -08:00
Pranav
40c75941f5 fix: Avoid introducing new attributes in search (#12791)
Fix `Limit of total fields [1000] has been exceeded`


https://linear.app/chatwoot/issue/CW-5861/searchkickimporterror-type-=-illegal-argument-exception-reason-=-limit#comment-6b6e41bd
2025-11-04 13:28:51 -08:00
Vinay Keerthi
d9b840f161 fix: Optimize Message search_data to prevent OpenSearch field explosion (#12786)
## Description

Refactored the `Message#search_data` method to prevent exceeding
OpenSearch's 1000 field limit during reindex operations.

**Problem:** The previous implementation serialized entire ActiveRecord
objects (Inbox, Sender, Conversation) with all their JSONB fields,
causing dynamic field explosion in OpenSearch. This resulted in
`Searchkick::ImportError` with "Limit of total fields [1000] has been
exceeded".

**Solution:** Whitelisted only necessary fields for search and
filtering, and flattened JSONB `custom_attributes` into key-value pair
arrays to prevent unbounded field creation.

Linked to: CW-5861

## Type of change

- [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)
- [x] This change requires a documentation update

## How Has This Been Tested?

- Verified rubocop passes with no offenses
- Code review of search field usage from
`enterprise/app/services/enterprise/search_service.rb`
- Analyzed actual search queries to determine required indexed fields

**Still needed:**
- Full reindex test on staging/production environment
- Verify search functionality still works after reindex
- Confirm field count is under 1000 limit

## Changes Made

### Before
- Indexed 1000+ fields (entire AR objects with JSONB)
- `inbox` = full Inbox object (23+ fields + JSONB)
- `sender` = full Contact/User/AgentBot object (10+ fields + JSONB)
- `conversation` = full push_event_data
- Dynamic JSONB keys creating unlimited fields

### After
- ~35-40 controlled fields
- Whitelisted search fields: `content`, `attachment_transcribed_text`,
`email_subject`
- Filter fields: `account_id`, `inbox_id`, `conversation_id`,
`sender_id`, `sender_type`, etc.
- Flattened `custom_attributes`: `[{key, value, value_type}]` format
- Helper methods: `search_conversation_data`, `search_inbox_data`,
`search_sender_data`, `search_additional_data`

## 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

## Post-merge Steps

After merging, the following steps are required:

1. **Reindex all messages:**
   ```bash
   bundle exec rails runner "Message.reindex"
   ```

2. **Verify field count:**
   ```bash
   bundle exec rails runner "
     client = Searchkick.client
     index_name = Message.searchkick_index.name
     mapping = client.indices.get_mapping(index: index_name)
     fields = mapping.dig(index_name, 'mappings', 'properties')
     puts 'Total fields: ' + fields.keys.count.to_s
   "
   ```

3. **Test search functionality** to ensure queries still work as
expected

---------

Co-authored-by: Vishnu Narayanan <iamwishnu@gmail.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
2025-11-03 17:37:51 -08:00
Vinay Keerthi
1fbdd68222 feat: Add company auto-association for contacts (CW-5726 Part 2) (#12711)
## Description

Implements real-time company auto-association for contacts based on
email domains. This is **Part 2** of the company model production
rollout (CW-5726).

**Task:**
- When a contact is created with a business email, automatically create
and associate a company from the email domain
- When a contact is updated with an email for the first time (email was
previously nil), associate with a company
- Preserve existing company associations when email changes to avoid
user confusion
- Skip free email providers and disposable domains

**Dependencies:**
⚠️ Requires PR #12657 (Part 1: Backfill migration) to be merged first

**Linear ticket:**
[CW-5726](https://linear.app/chatwoot/issue/CW-5726/company-model-setting-it-up-on-production)

## Type of change

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

## How Has This Been Tested?

- Service specs: Tests business email detection, company creation,
association logic, edge cases (existing companies, free emails, nil
emails)
- Integration specs: Tests full callback flow for contact create/update
scenarios
- All tests passing: 10 examples, 0 failures
- RuboCop: 0 offenses

## 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] 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 (PR #12657 pending)

---------

Co-authored-by: Sojan Jose <sojan@pepalo.com>
2025-11-03 20:36:13 +05:30
Vinay Keerthi
ef54f07d5b feat: Add company backfill migration for existing contacts (Part 1) (#12657)
## Description

Implements company backfill migration infrastructure for existing
contacts. This is **Part 1 of 2** for the company model production
rollout as described in
[CW-5726](https://linear.app/chatwoot/issue/CW-5726/company-model-setting-it-up-on-production).

Creates jobs and services to associate existing contacts with companies
based on their email domains, filtering out free email providers (gmail,
yahoo, etc.) and disposable addresses.
 

**What's included:**
- Business email detector service with ValidEmail2 (uses
`disposable_domain?` to avoid DNS lookups)
- Per-account batch job to process contacts for one account
- Orchestrator job to iterate all accounts
- Rake task: `bundle exec rake companies:backfill`

~~*NOTE*: I'm using a hard-coded approach to determine if something is a
"business" email by filtering out emails that are usually personal. I've
also added domains that are common to some of our customers' regions.
This should be simpler. I looked into `Valid_Email2` and I couldn't find
anything to dictate whether an email is a personal email or a business
one. I don't think the approach used in the frontend is valid here.~~
UPDATE: Using `email_provider_info` gem instead.


**Pending - Part 2 (separate PR):** Real-time company creation for new
contacts

## Type of change

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

## How Has This Been Tested?

```bash
# Run all new tests
bundle exec rspec spec/enterprise/services/companies/business_email_detector_service_spec.rb \\
                   spec/enterprise/jobs/migration/company_account_batch_job_spec.rb \\
                   spec/enterprise/jobs/migration/company_backfill_job_spec.rb

# Run RuboCop
bundle exec rubocop enterprise/app/services/companies/business_email_detector_service.rb \\
                     enterprise/app/jobs/migration/company_account_batch_job.rb \\
                     enterprise/app/jobs/migration/company_backfill_job.rb \\
                     lib/tasks/companies.rake
```

**Performance optimization:**
- Uses `disposable_domain?` instead of `disposable?` to avoid DNS MX
lookups (discovered via tcpdump analysis - `disposable?` was making
network calls for every email, causing 100x slowdown)

## 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: Sojan Jose <sojan@pepalo.com>
2025-11-03 20:03:47 +05:30
Sojan Jose
159c810117 feat: Bulk actions for contacts (#12763)
Introduces APIs and UI for bulk actions in contacts table. The initial
action available will be assign labels

Fixes: #8536 #12253 

## Screens

<img width="1350" height="747" alt="Screenshot 2025-10-29 at 4 05 08 PM"
src="https://github.com/user-attachments/assets/0792dff5-0371-4b2e-bdfb-cd32db773402"
/>
<img width="1345" height="717" alt="Screenshot 2025-10-29 at 4 05 19 PM"
src="https://github.com/user-attachments/assets/ae510404-c6de-4c15-a720-f6d10cdac25b"
/>

---------

Co-authored-by: Muhsin <muhsinkeramam@gmail.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-10-30 15:28:28 +05:30
Shivam Mishra
ce400a36d7 feat: Always process email content (#12734)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-10-30 13:36:39 +05:30
Sojan Jose
38af08534c fix: Captain response builder not getting triggered (#12729)
## Summary
- Fix captain response builder not getting triggered for cases where
responses are created as completed.

## Testing Instructions 
- Test articles with firecrawl
- Test articles without firecrawl
- Test PDF documents

---------

Co-authored-by: Pranav <pranav@chatwoot.com>
2025-10-28 18:31:08 -07:00
Vinay Keerthi
ee1ea9576b fix: Timezone offset reports broken by DST transition (#12747)
## Description

Fixes timezone offset parameter in V2 reports API that was broken by DST
transitions. The issue occurred when UK DST ended on October 26, 2025,
causing the test to fail starting October 27th.

~~**Initial diagnosis:** The root cause was that
`timezone_name_from_offset` used `zone.now.utc_offset` to match
timezones, which changes based on the current date's DST status rather
than the data being queried.~~

**Actual root cause:** The test was accidentally passing before DST
transition. During BST, `timezone_name_from_offset(0)` matched "Azores"
(UTC-1) instead of "Edinburgh" (UTC+0), and the -1 hour offset
coincidentally split midnight data into [1,5]. After DST ended, it
correctly matched "Edinburgh" (UTC+0), but this grouped all
conversations into one day [6], exposing that the test data was flawed.

The real issue: Test data created all 6 conversations starting at
midnight on a single day, which cannot produce a [1,5] split in true
UTC.

Fixes CW-5846

## Type of change

- [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?

**Test that was failing:**
```bash
bundle exec rspec spec/controllers/api/v2/accounts/reports_controller_spec.rb:25
```

**Changes:**
~~1. Fixed `timezone_name_from_offset` to use January 1st as reference
date instead of current date~~
~~2. Converted timezone string to `ActiveSupport::TimeZone` object for
`group_by_period` compatibility~~

**Revised approach:**
1. Freeze test time to January 2024 using `travel_to`, making timezone
matching deterministic and aligned with test data period
2. Start test conversations at 23:00 instead of midnight to properly
span two days and test timezone boundary grouping
3. Keep `zone.now.utc_offset` (correct behavior for real users during
DST)

**Why this works:**
- Test runs "in January 2024" → `zone.now.utc_offset` returns January
offsets consistently
- Offset `-8` correctly matches Pacific Standard Time (UTC-8 in January)
- Real users in PDT (summer) with offset `-7` → correctly match Pacific
Daylight Time
- No production impact, test is deterministic year-round

**Verification:**
- Test now passes consistently regardless of current DST status
- Timezone matching works correctly for real users during DST periods
- Reports correctly group data by timezone offset across all seasons

## 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: Shivam Mishra <scm.mymail@gmail.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-10-28 19:26:04 +05:30
Muhsin Keloth
26ea87a6cb fix: Extend phone number normalization to Twilio WhatsApp (#12655)
### Problem
WhatsApp Cloud channels already handle Brazil/Argentina phone number
format mismatches (PRs #12492, #11173), but Twilio WhatsApp channels
were creating duplicate contacts
  when:
  - Template sent to new format: `whatsapp:+5541988887777` (13 digits)
  - User responds from old format: `whatsapp:+554188887777` (12 digits)

### Solution

The solution extends the existing phone number normalization
infrastructure to support both WhatsApp providers while handling their
different payload formats:

  ### Provider Format Differences
  - **WhatsApp Cloud**: `wa_id: "919745786257"` (clean number)
- **Twilio WhatsApp**: `From: "whatsapp:+919745786257"` (prefixed
format)
  
  
 ### Test Coverage

#### Brazil Phone Number Tests
  **Case 1: New Format (13 digits with "9")**
- **Test 1**: No existing contact → Creates new contact with original
format
- **Test 2**: Contact exists in same format → Appends to existing
conversation

  **Case 2: Old Format (12 digits without "9")**
- **Test 3**: Contact exists in old format → Appends to existing
conversation
- **Test 4** *(Critical)*: Contact exists in new format, message in old
format → Finds existing contact, prevents duplicate
- **Test 5**: No contact exists → Creates new contact with incoming
format

#### Argentina Phone Number Tests
  **Case 3: With "9" after country code**
  - **Test 6**: No existing contact → Creates new contact
- **Test 7**: Contact exists in normalized format → Uses existing
contact

  **Case 4: Without "9" after country code**
  - **Test 8**: Contact exists in same format → Appends to existing
  - **Test 9**: No contact exists → Creates new contact

Fixes
https://linear.app/chatwoot/issue/CW-5565/inconsistencies-for-mobile-numbersargentina-brazil-and-mexico-numbers
2025-10-28 18:16:29 +05:30
Pranav
5891fd6f49 feat(ee): Add a service to fetch website content and prepare a persona of Captain Assistant (#12732)
This PR is the first of many to simplify the process of building an
assistant. The new flow will only require the user’s website. We’ll
automatically crawl it, identify the business name and what the business
does, and then generate a suggested assistant persona, complete with a
proposed name and description.

This service returns the following.
Example: tooljet.com
<img width="795" height="217" alt="Screenshot 2025-10-25 at 2 55 04 PM"
src="https://github.com/user-attachments/assets/9cb3594a-9c9c-4970-a0a1-4c9c8869c193"
/>

Example: replit.com
<img width="797" height="176" alt="Screenshot 2025-10-25 at 2 56 42 PM"
src="https://github.com/user-attachments/assets/6a1b4266-aab6-455f-a5e3-696d3a8243c9"
/>
2025-10-25 15:50:50 -07:00
Sojan Jose
9898ccee9e chore: Enforce custom role permissions on conversation access (#12583)
## Summary
- ensure conversation lookup uses the permission filter before fetching
records
- add request specs covering custom role access to unassigned
conversations

## Testing
- bundle exec rspec
spec/enterprise/controllers/api/v1/accounts/conversations_controller_spec.rb

------
https://chatgpt.com/codex/tasks/task_e_68de1f62b9b883268a54882e608a8bb8
2025-10-22 20:23:37 -07:00
Sojan Jose
eabdfc8168 chore(sidekiq): log ActiveJob class and job_id on dequeue (#12704)
## Context

Sidekiq logs only showed the Sidekiq wrapper class and JID, which wasn’t
helpful when debugging ActiveJobs.

## Changes

- Updated `ChatwootDequeuedLogger` to log the actual `ActiveJob class`
and `job_id` instead of the generic Sidekiq wrapper and JID.

> Example
> ```
> Dequeued ActionMailer::MailDeliveryJob
123e4567-e89b-12d3-a456-426614174000 from default
> ```

- Remove sidekiq worker and unify everything to `ActiveJob`
2025-10-22 20:20:37 -07:00
Pranav
254d5dcf9a chore: Migrate mailers from the worker to jobs (#12331)
Previously, email replies were handled inside workers. There was no
execution logs. This meant if emails silently failed (as reported by a
customer), we had no way to trace where the issue happened, the only
assumption was “no error = mail sent.”

By moving email handling into jobs, we now have proper execution logs
for each attempt. This makes it easier to debug delivery issues and
would have better visibility when investigating customer reports.

Fixes
https://linear.app/chatwoot/issue/CW-5538/emails-are-not-sentdelivered-to-the-contact

---------

Co-authored-by: Sojan Jose <sojan@pepalo.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2025-10-21 16:36:37 -07:00
Pranav
368d7c4608 feat: Add support for HTML emails in outgoing messages (#12662)
This PR adds sending custom HTML content in outgoing email messages
through Chatwoot's Email channels, while maintaining backward
compatibility with existing markdown rendering.

###  API Usage

**Endpoint:** `POST
/api/v1/accounts/{account_id}/conversations/{conversation_id}/messages`

```json
  {
   "content": "Fallback text content",
   "email_html_content": "<div><h1>Welcome!</h1><p>This is <strong>custom HTML</strong></p></div>"
  }
```

---------

Co-authored-by: Muhsin <muhsinkeramam@gmail.com>
2025-10-15 13:22:23 +05:30
Sojan Jose
38f16ba677 feat: Secure external credentials with database encryption (#12648)
## Changelog

- Added conditional Active Record encryption to every external
credential we store (SMTP/IMAP passwords, Twilio tokens,
Slack/OpenAI hook tokens, Facebook/Instagram tokens, LINE/Telegram keys,
Twitter secrets) so new writes are encrypted
whenever Chatwoot.encryption_configured? is true; legacy installs still
receive plaintext until their secrets are
    updated.
- Tuned encryption settings in config/application.rb to allow legacy
reads (support_unencrypted_data) and to extend
deterministic queries so lookups continue to match plaintext rows during
the rollout; added TODOs to retire the
    fallback once encryption becomes mandatory.
- Introduced an MFA-pipeline test suite
(spec/models/external_credentials_encryption_spec.rb) plus shared
examples to
verify each attribute encrypts at rest and that plaintext records
re-encrypt on update, with a dedicated Telegram case.
The existing MFA GitHub workflow now runs these tests using the
preconfigured encryption keys.

fixes:
https://linear.app/chatwoot/issue/CW-5453/encrypt-sensitive-credentials-stored-in-plain-text-in-database

## Testing Instructions

 1. Instance without encryption keys
- Unset ACTIVE_RECORD_ENCRYPTION_* vars (or run in an environment where
they’re absent).
      - Create at least one credentialed channel (e.g., Email SMTP).
- Confirm workflows still function (send/receive mail or a similar
sanity check).
- In the DB you should still see plaintext values—this confirms the
guard prevents encryption when keys are missing.
  2. Instance with encryption keys
      - Configure the three encryption env vars and restart.
- Pick a couple of representative integrations (e.g., Email SMTP +
Twilio SMS).
      - Legacy channel check:
- Use existing records created before enabling keys. Trigger their
workflow (send an email / SMS, or hit the
            webhook) to ensure they still authenticate.
- Inspect the raw column—value remains plaintext until changed.
      - Update legacy channel:
- Edit one legacy channel’s credential (e.g., change SMTP password).
- Verify the operation still works and the stored value is now encrypted
(raw column differs, accessor returns
            original).
      - New channel creation:
- Create a new channel of the same type; confirm functionality and that
the stored credential is encrypted from
            the start.

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-10-13 18:05:12 +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
Karim
cdd3b73fc9 fix: Duplicate contacts creating for Argentina numbers (#11173) 2025-10-13 11:07:07 +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
Vishnu Narayanan
7c5bb343c6 fix: Optimize message reindexing to reduce sidekiq job creation (#12618)
Changes searchkick callback behavior to check `should_index?` before
creating reindex jobs, preventing unnecessary job creation for messages
that don't need indexing (activity messages, unpaid accounts, etc.).

Previously, `callbacks: :async` created reindex jobs for all messages
(~5,100/min or 7.3M/day in production), which were then filtered by
`should_index?` inside the job worker - resulting in 98% wasted jobs,
Redis memory pressure, and avoidable p0 alerts.

Now, `should_index?` is checked before job creation via `after_commit`
callback, reducing job creation to actual incoming/outgoing messages
from paid accounts.

  Changes:
  - Disable automatic searchkick callbacks
  - Add manual `after_commit` callback with `should_index?` condition
  - Add specs to verify callback behavior

  Expected impact:
  - 98% reduction in sidekiq job creation (~7.3M → ~150K jobs/day)
  - Reduced redis memory usage
  - Same async indexing behavior for eligible messages
2025-10-09 16:04:50 +05:30