There was a fundamental difference in how resolution counts were
calculated between the agent summary and timeseries reports, causing
confusion for users when the numbers didn't match.
The agent summary report counted all `conversation_resolved` events
within a time period by querying the `reporting_events` table directly.
However, the timeseries report had an additional constraint that
required the conversation to currently be in resolved status
(`conversations.status = 1`). This meant that if an agent resolved a
conversation that was later reopened, the resolution action would be
counted in the summary but not in the timeseries.
This fix aligns both reports to count resolution events rather than
conversations in resolved state. When an agent resolves a conversation,
they should receive credit for that action regardless of what happens to
the conversation afterward. The same logic now applies to bot
resolutions as well.
The change removes the `conversations: { status: :resolved }` condition
from both `scope_for_resolutions_count` and
`scope_for_bot_resolutions_count` methods in CountReportBuilder, and
updates the corresponding test expectations to reflect that all
resolution events are counted.
## About timezone
When a timezone is specified via `timezone_offset` parameter, the
reporting system:
1. Converts timestamps to the target timezone before grouping
2. Groups data by local day/week/month boundaries in that timezone, but
the primary boundaries are sent by the frontend and used as-is
3. Returns timestamps representing midnight in the target timezone
This means the same events can appear in different day buckets depending
on the timezone used. For summary reports, it works fine, since the user
only needs the total count between two timestamps and the frontend sends
the timestamps adjusted for timezone.
## Testing Locally
Run the following command, this will erase all data for that account and
put in 1000 conversations over last 3 months, parameters of this can be
tweaked in `Seeders::Reports::ReportDataSeeder`
I'd suggest updating the values to generate data over 30 days, with
10000 conversations, it will take it's sweet time to run but then the
data will be really rich, great for testing.
```
ACCOUNT_ID=2 ENABLE_ACCOUNT_SEEDING=true bundle exec rake db:seed:reports_data
```
Pro Tip: Don't run the app when the seeder is active, we manually create
the reporting events anyway. So once done just use `redis-cli FLUSHALL`
to clear all sidekiq jobs. Will be easier on the system
Use the following scripts to test it
- https://gist.github.com/scmmishra/1263a922f5efd24df8e448a816a06257
- https://gist.github.com/scmmishra/ca0b861fa0139e2cccdb72526ea844b2
- https://gist.github.com/scmmishra/5fe73d1f48f35422fd1fd142ea3498f3
- https://gist.github.com/scmmishra/3b7b1f9e2ff149007170e5c329432f45
- https://gist.github.com/scmmishra/f245fa2f44cd973e5d60aac64f979162
---------
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
# Pull Request Template
## Type of change
- [x] Bug fix (non-breaking change which fixes an issue)
## How Has This Been Tested?
### Screenshots
**Before**
<img width="1129" height="862" alt="image"
src="https://github.com/user-attachments/assets/4752a3d9-bbe1-497f-9488-572c65768f7c"
/>
**After**
<img width="1129" height="862" alt="image"
src="https://github.com/user-attachments/assets/ec8d5194-f279-4d23-b6df-9e99fce74e69"
/>
## 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
- [x] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
Linked PR
https://github.com/chatwoot/chatwoot/pull/12113
## Linear Link
https://linear.app/chatwoot/issue/CW-4515/upload-pdfs-to-captain
## Description
This PR adds support for PDF file uploads to the Captain document
knowledge base system. The feature enables users to upload PDF files
directly to the knowledge base for FAQ generation and document
processing, expanding beyond the existing URL-based document ingestion.
## Type of change
- [ ] New feature (non-breaking change which adds functionality)
## How Has This Been Tested?
- Unit Tests
- Manually via UI
## 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
---------
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
# Pull Request Template
## Description
This PR add the ability to filter contact based on labels.
Fixes
https://linear.app/chatwoot/issue/CW-4001/feat-ability-to-filter-contact-based-on-labels
## Type of change
- [x] New feature (non-breaking change which adds functionality
## How Has This Been Tested?
### Loom video
https://www.loom.com/share/f3d58d0fcee844b7817325a9a19929d3?sid=075b9448-7e6d-4180-af3c-9466fbf2138b
## 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
# Pull Request Template
## Description
This PR fixes custom conversation attributes copying as `[object
Object]` by enhancing the clipboard helper to properly serialize objects
and handle different data types.
Fixes
[CW-5428](https://linear.app/chatwoot/issue/CW-5428/copying-custom-conversation-attribute-returns-object-object-instead-of),
https://github.com/chatwoot/chatwoot/issues/12202
## 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/f52db17d4d524b3cbb5badb2b6f381eb?sid=2b34f38f-e95d-4981-be5f-6cb42a0212b9
## 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
Currently, auto-assignment runs only during conversation creation or
update events. If no agents are online when new conversations arrive,
those conversations remain unassigned.
With this change, unassigned conversations will be automatically
assigned once agents become available. The job runs every 15 minutes and
uses a fair distribution threshold of 100 to prevent a large number of
conversations from being assigned to a single available agent. This will
be customizable later.
We were using UTM params on various branding urls which weren't
compliant to standard utm params and hence were ignored by analytics
tooling. this PR ensures that the params stays compliant with defined
standard
ref: https://en.wikipedia.org/wiki/UTM_parameters
## Changes
- updated utm tags on widget and survey urls
- added utm on helpcenter branding
---------
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
# Pull Request Template
## Description
This PR fixes an issue (CW-5529) where articles displayed on the widget
were not respecting the current locale set in the URL (e.g., `/ar` was
showing English articles).
The root cause was that the article queries in the
`_featured_articles.html.erb` and `_uncategorized-block.html.erb` view
templates were missing locale filtering.
The fix involves adding `locale: @locale` to the `articles.where`
clauses in these templates to ensure that only articles matching the
current portal locale are displayed.
Fixes #CW-5529
## 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?
The changes were verified against existing test cases that confirm the
expected behavior for locale-specific article filtering. Specifically,
tests for the articles controller's `index` action and article count by
locale were reviewed, which align with the implemented fixes.
## 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 (N/A, relied on existing tests)
- [ ] New and existing unit tests pass locally with my changes (Unable
to run tests in this environment)
- [ ] Any dependent changes have been merged and published in downstream
modules
---
Linear Issue:
[CW-5529](https://linear.app/chatwoot/issue/CW-5529/articles-from-the-correct-locale-is-not-shown-on-the-widget)
<a
href="https://cursor.com/background-agent?bcId=bc-2f944ea8-863e-4e80-b137-c05ce0b017cc">
<picture>
<source media="(prefers-color-scheme: dark)"
srcset="https://cursor.com/open-in-cursor-dark.svg">
<source media="(prefers-color-scheme: light)"
srcset="https://cursor.com/open-in-cursor-light.svg">
<img alt="Open in Cursor" src="https://cursor.com/open-in-cursor.svg">
</picture>
</a>
<a
href="https://cursor.com/agents?id=bc-2f944ea8-863e-4e80-b137-c05ce0b017cc">
<picture>
<source media="(prefers-color-scheme: dark)"
srcset="https://cursor.com/open-in-web-dark.svg">
<source media="(prefers-color-scheme: light)"
srcset="https://cursor.com/open-in-web-light.svg">
<img alt="Open in Web" src="https://cursor.com/open-in-web.svg">
</picture>
</a>
---------
Co-authored-by: Cursor Agent <cursoragent@cursor.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
We now support searching within the actual message content, email
subject lines, and audio transcriptions. This enables a faster, more
accurate search experience going forward. Unlike the standard message
search, which is limited to the last 3 months, this search has no time
restrictions.
The search engine also accounts for small variations in queries. Minor
spelling mistakes, such as searching for slck instead of Slack, will
still return the correct results. It also ignores differences in accents
and diacritics, so searching for Deja vu will match content containing
Déjà vu.
We can also refine searches in the future by criteria such as:
- Searching within a specific inbox
- Filtering by sender or recipient
- Limiting to messages sent by an agent
Fixes https://github.com/chatwoot/chatwoot/issues/11656
Fixes https://github.com/chatwoot/chatwoot/issues/10669
Fixes https://github.com/chatwoot/chatwoot/issues/5910
---
Rake tasks to reindex all the messages.
```sh
bundle exec rake search:all
```
Rake task to reindex messages from one account only
```sh
bundle exec rake search:account ACCOUNT_ID=1
```
# Pull Request Template
## Description
This PR fixes the handling of attachments and file limits in reply
modes:
* Applies **default file size and type limits** for private notes
* **Resets attachments** automatically when switching reply modes
## 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/abad3e6a0383405ea5f31314c1494f2f?sid=38715fd0-e305-4a9b-8f4d-fc6a6e5c0833
## 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: Muhsin Keloth <muhsinkeramam@gmail.com>
Added QR code generation for multiple messaging platforms on the inbox
finish setup page. So users can scan QR codes to instantly test their
newly created channels.
**Supported Platforms**
- **WhatsApp**: QR code for `https://wa.me/{phone_number}`
- Supports both WhatsApp Cloud and Twilio WhatsApp inboxes
- **Facebook Messenger**: QR code for `https://m.me/{page_id}`
- All Facebook page inboxes
- **Telegram**: QR code for `https://t.me/{bot_name}`
- All Telegram bot inboxes
**How to test the changes**
You can test these changes by navigating to this URL
`{BASE_URL}/app/accounts/{account_id}/settings/inboxes/new/{inbox_id}/finish`
and simply replacing the inbox ID with one you've already created.
**Preview**
<img width="2432" height="1474" alt="CleanShot 2025-08-21 at 15 40
59@2x"
src="https://github.com/user-attachments/assets/4226133b-9793-48ca-bf79-903b7e003ef3"
/>
---------
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
- Replace June.so analytics with PostHog integration
- Maintain existing analytics API interface for seamless migration
- Remove all the June references
_June.so is shutting down their service, requiring migration to an
alternative analytics provider. PostHog was chosen as the replacement
due to its robust feature set and similar API structure._
Added comprehensive Twilio WhatsApp content template support (Phase 1)
enabling text, media, and quick reply templates with proper parameter
conversion, sync capabilities.
**Template Types Supported**
- Basic Text Templates: Simple text with variables ({{1}}, {{2}})
- Media Templates: Image/Video/Document templates with text variables
- Quick Reply Templates: Interactive button templates
Front end changes is available via #12277
---------
Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
This PR improves the voice call creation flow by simplifying
configuration and automating setup with Twilio APIs.
references: #11602 , #11481
## Key changes
- Removed the requirement for twiml_app_sid – provisioning is now
automated through APIs.
- Auto-configured webhook URLs for:
- Voice number callbacks
- Status callbacks
- twiML callbacks
- Disabled business hours, help center, and related options until voice
inbox is fully supported.
- Added a configuration tab in the voice inbox to display the required
Twilio URLs (to make verification easier in Twilio console).
## Test Cases
- Provisioning
- Create a new voice inbox → verify that Twilio app provisioning happens
automatically.
- Verify twiML callback
- Webhook configuration
- Check that both voice number callback and status callback URLs are
auto-populated in Twilio.
- Disabled features
- Confirm that business hours and help center options are
hidden/disabled for voice inbox.
- Configuration tab
- Open the voice inbox configuration tab → verify that the displayed
Twilio URLs match what’s set in Twilio.
This PR updates the meta description in `vueapp.html.erb` to use the
dynamic installation name, replacing the previously hardcoded "Chatwoot"
brand.
**Motivation:** This change allows self-hosted instances to display
their own branding in meta descriptions, improving customization and SEO
for custom installations.
Co-authored-by: Sojan Jose <sojan@pepalo.com>
# Pull Request Template
## Description
**This PR includes:**
* Refactored two legacy mixins (`availability.js`,
`nextAvailability.js`) into a Vue 3 composable (`useAvailability`),
helper module and component based rendering logic.
* Fixed an issue where the widget wouldn't load if business hours were
enabled but all days were unchecked.
* Fixed translation issue
[[#11280](https://github.com/chatwoot/chatwoot/issues/11280)](https://github.com/chatwoot/chatwoot/issues/11280).
* Reduced code complexity and size.
* Added test coverage for both the composable and helper functions.
## 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/2bc3ed694b4349419505e275d14d0b98?sid=22d585e4-0dc7-4242-bcb6-e3edc16e3aee
### Story
<img width="995" height="442" alt="image"
src="https://github.com/user-attachments/assets/d6340738-07db-41d5-86fa-a8ecf734cc70"
/>
## 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
Fixes https://github.com/chatwoot/chatwoot/issues/12012
---------
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
## Description
This introduces a reusable Call button used in the Contacts details
header (between Block contact and Send message) and
in the conversation contact panel. The button shows only when the
account has at least one Voice inbox and the contact
has a phone number. If multiple Voice inboxes are present, clicking
opens a picker modal; otherwise, a “Calling is under
development” toast is shown
> Actual wiring to functionality will available in follow up PRs
references: #11602 , #11481
## Screens
<img width="250" alt="Screenshot 2025-08-18 at 8 33 02 PM"
src="https://github.com/user-attachments/assets/d7a09a9d-8eff-4461-a75f-27854540c2a0"
/>
<img width="250" alt="Screenshot 2025-08-18 at 8 32 31 PM"
src="https://github.com/user-attachments/assets/682ae66e-dd5f-4750-9c30-0a210e120250"
/>
<img width="250" alt="Screenshot 2025-08-18 at 8 32 40 PM"
src="https://github.com/user-attachments/assets/7de0d753-eefc-4b7f-942b-ecca1964fcd7"
/>
## Test Cases
- Enable voice feature and create inboxes and test the cases for both
contact details view and contact card view in conversation
- Details: 0 Voice inboxes → no Call button.
- Details: 1+ Voice inboxes, no phone number for contact → no Call
button.
- Details: 1 Voice inbox + phone number for contact → button visible;
click → toast.
- Details: >1 Voice inboxes + phone number for contact → click → modal →
choose → toast.
---------
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
## 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>
# Pull Request Template
## Description
Fixes
https://linear.app/chatwoot/issue/CW-5432/use-a-different-company-nameemail-for-the-empty-state-in-contacts
## How Has This Been Tested?
### Screenshot
<img width="1044" height="555" alt="image"
src="https://github.com/user-attachments/assets/a414f88f-13ca-4c1e-bb76-cd5b9217d21f"
/>
## 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
- [x] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
This PR includes some specific security related fixes
1. Validate the origin of any message events
2. Sanitize URLs before opening them
---------
Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
## Reference
https://github.com/chatwoot/chatwoot/pull/12149#issuecomment-3178108388
## Description
setup_webhook was done before the save, and hence the meta webhook
validation might fail because of a race condition where the facebook
validation is done before we saving the entry to the database.
## Type of change
Please delete options that are not relevant.
- [ ] Bug fix (non-breaking change which fixes an issue)
## How Has This Been Tested?
- New inbox creation, webhook validation
- Existing inbox update, webhook validation
-
<img width="614" height="674" alt="image"
src="https://github.com/user-attachments/assets/be223945-deed-475a-82e5-3ae9c54a13fa"
/>
## 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>
Implemented a rescue block for WebPush::TooManyRequests that logs
warnings during rate limiting events. This captures user email and
account ID for better traceability. We will implement a proper
throttling mechanism after identifying patterns across accounts.
# Pull Request Template
## Description
Fixes
https://linear.app/chatwoot/issue/CW-5411/actionviewtemplateerror-activestorageunrepresentableerror
### Problem
API endpoints return 500 errors when conversations contain image
attachments that can't be processed by ActiveStorage (e.g., files with
non-ASCII filenames, corrupted images, or malicious XSS filenames).
Root Cause: Commit 6cab74139 removed the representable? safety check
from thumb_url, causing `ActiveStorage::UnrepresentableError` to bubble
up and crash the API when it encountered a malformed image file.
Fix: Rescue `thumb_url` method to catch UnrepresentableError and return
an empty string while logging problematic names for future debugging.
This ensures the messages/attachments api does not break due to a single
corrupted image file.
## Type of change
- [x] Bug fix (non-breaking change which fixes an issue)
## How Has This Been Tested?
- Added specs
## 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
