Commit Graph

91 Commits

Author SHA1 Message Date
Sojan Jose
ef6ba8aabd chore: Upgrade Rails to 7.2.2 and update Gemfile dependencies (#11037)
Upgrade rails to 7.2.2 so that we can proceed with the rails 8 upgrade
afterwards
 
 # Changelog
- `.circleci/config.yml` — align CI DB setup with GitHub Actions
(`db:create` + `db:schema:load`) to avoid trigger-dependent prep steps.
- `.rubocop.yml` — add `rubocop-rspec_rails` and disable new cops that
don't match existing spec style.
- `AGENTS.md` — document that specs should run without `.env` (rename
temporarily when present).
- `Gemfile` — upgrade to Rails 7.2, switch Azure storage gem, pin
`commonmarker`, bump `sidekiq-cron`, add `rubocop-rspec_rails`, and
relax some gem pins.
- `Gemfile.lock` — dependency lockfile updates from the Rails 7.2 and
gem changes.
- `app/controllers/api/v1/accounts/integrations/linear_controller.rb` —
stringify params before passing to the Linear service to keep key types
stable.
- `app/controllers/super_admin/instance_statuses_controller.rb` — use
`MigrationContext` API for migration status in Rails 7.2.
- `app/models/installation_config.rb` — add commentary on YAML
serialization and future JSONB migration (no behavior change).
- `app/models/integrations/hook.rb` — ensure hook type is set on create
only and guard against missing app.
- `app/models/user.rb` — update enum syntax for Rails 7.2 deprecation,
serialize OTP backup codes with JSON, and use Ruby `alias`.
- `app/services/crm/leadsquared/setup_service.rb` — stringify hook
settings keys before merge to keep JSON shape consistent.
- `app/services/macros/execution_service.rb` — remove macro-specific
assignee activity workaround; rely on standard assignment handlers.
- `config/application.rb` — load Rails 7.2 defaults.
- `config/storage.yml` — update Azure Active Storage service name to
`AzureBlob`.
- `db/migrate/20230515051424_update_article_image_keys.rb` — use
credentials `secret_key_base` with fallback to legacy secrets.
- `docker/Dockerfile` — add `yaml-dev` and `pkgconf` packages for native
extensions (Ruby 3.4 / psych).
- `lib/seeders/reports/message_creator.rb` — add parentheses for clarity
in range calculation.
- `package.json` — pin Vite version and bump `vite-plugin-ruby`.
- `pnpm-lock.yaml` — lockfile changes from JS dependency updates.
- `spec/builders/v2/report_builder_spec.rb` — disable transactional
fixtures; truncate tables per example via Rails `truncate_tables` so
after_commit callbacks run with clean isolation; keep builder spec
metadata minimal.
- `spec/builders/v2/reports/label_summary_builder_spec.rb` — disable
transactional fixtures + truncate tables via Rails `truncate_tables`;
revert to real `resolved!`/`open!`/`resolved!` flow for multiple
resolution events; align date range to `Time.zone` to avoid offset gaps;
keep builder spec metadata minimal.
- `spec/controllers/api/v1/accounts/macros_controller_spec.rb` — assert
`assignee_id` instead of activity message to avoid transaction-timing
flakes.
- `spec/services/telegram/incoming_message_service_spec.rb` — reference
the contact tied to the created conversation instead of
`Contact.all.first` to avoid order-dependent failures when other specs
leave data behind.
-
`spec/mailers/administrator_notifications/shared/smtp_config_shared.rb`
— use `with_modified_env` instead of stubbing mailer internals.
- `spec/services/account/sign_up_email_validation_service_spec.rb` —
compare error `class.name` for parallel/reload-safe assertions.
2026-02-03 14:29:26 -08:00
Pranav
a8b302d4cd feat(ee): Review Notes for CSAT Reports (#13289)
CSAT scores are helpful, but on their own they rarely tell the full
story. A drop in rating can come from delayed timelines, unclear
expectations, or simple misunderstandings, even when the issue itself
was handled correctly.

Review Notes for CSAT let admins/report manager roles add internal-only
context next to each CSAT response. This makes it easier to interpret
scores properly and focus on patterns and root causes, not just numbers.


<img width="2170" height="1680" alt="image"
src="https://github.com/user-attachments/assets/56df7fab-d0a7-4a94-95b9-e4c459ad33d5"
/>


### Why this matters

* Capture the real context behind individual CSAT ratings
* Clarify whether a low score points to a genuine service issue or a
process gap
* Spot recurring themes across conversations and teams
* Make CSAT reviews more useful for leadership reviews and
retrospectives

### How Review Notes work

**View CSAT responses**
Open the CSAT report to see overall metrics, rating distribution, and
individual responses.

**Add a Review Note**
For any CSAT entry, managers can add a Review Note directly below the
customer’s feedback.

**Document internal insights**
Use Review Notes to capture things like:

* Why a score was lower or higher than expected
* Patterns you are seeing across similar cases
* Observations around communication, timelines, or customer expectations

Review Notes are visible only to administrators and people with report
access only. We may expand visibility to agents in the future based on
feedback. However, customers never see them.

Each note clearly shows who added it and when, making it easy to review
context and changes over time.
2026-01-15 19:53:57 -08:00
Vinay Keerthi
170ea7691f feat: Add company model and API with tests (#12548)
# Pull Request Template

## Description

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

Fixes #(cw-5650)

## Type of change

Please delete options that are not relevant.

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

## How Has This Been Tested?

Tests are implemented using `RSpec`

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

## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [x] I have added tests that prove my fix is effective or that my
feature works
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
2025-10-08 07:53:43 -07:00
Tanmay Deep Sharma
239c4dcb91 feat: MFA (#12290)
## Linear:
- https://github.com/chatwoot/chatwoot/issues/486

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

## Type of change

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

## How Has This Been Tested?

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

## Checklist:

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

---------

Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-09-18 20:19:24 +05:30
Shivam Mishra
79b93bed77 feat: SAML authentication controllers [CW-2958] (#12319) 2025-09-10 20:02:27 +05:30
Sojan Jose
bc42aec68e chore: upgrade ruby version to 3.4.4 (#11524)
- Chore upgrade ruby version to 3.4.4 before we migrate to rails 7.2
over #11037
2025-05-21 19:40:07 +05:30
Sojan Jose
1a78a9243f chore: Clean up report & knowledge base policies (#11234)
- 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
2025-04-03 16:00:32 -07:00
Ryan Kon
762a39330a fix: use safe nav when downcasing email in from_email (#9139)
Use safe nav when downcasing email in from_email
2024-03-21 18:44:04 +05:30
Shivam Mishra
106319406b fix: remove rubocop rule (#8985)
* fix: remove rubocop rule

* chore: remove ignore comment

* chore: remove ignore comment
2024-02-22 13:36:15 +05:30
Shivam Mishra
c031cb19d2 fix: downcase email before finding (#8921)
* fix: downcase email when finding

* feat: add `from_email` class

* refactor: use `from_email`

* feat: add rule to disallow find_by email directly

* chore:  remove redundant test

Since the previous imlpmentation didn't do a case-insentive search, a new user would be created, and the error would be raised at the DB layer. With the new changes, this test case is redundant

* refactor: use from_email
2024-02-21 18:51:00 +05:30
Sojan Jose
7776b74126 chore: Apply fixes for items in rubocop_todo [CW-1806] (#8864)
This PR addresses several items listed in our rubocop_todo by implementing the necessary corrections and enhancements. As a result, we are now able to remove the rubocop_todo file entirely, streamlining our codebase and ensuring adherence to our coding standards.

fixes: https://linear.app/chatwoot/issue/CW-1806/chore-rubocop-audit
2024-02-07 13:36:04 +04:00
Shivam Mishra
07ea9694a3 feat: new accounts controller for signup+onboarding (#8804)
* feat: add v2 accounts controller

* feat: allow empty account and user name

* feat: ensure  and  is present for v1 signup

* test: remove validation checks

* chore: apply suggestions

* chore: revert en.yml formatting

* chore: line at EOF

* fix: routes

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2024-02-02 16:10:45 +05:30
Sojan Jose
0805f362d3 chore: Validation for purchased pricing_plan_quantity (#8809)
- Add validations based on purchased pricing_plan_quantity
- Modify the Dashboard to support the new error message
2024-01-30 11:26:07 +04:00
Muhsin Keloth
818424259f chore: Get all notification API improvments (#8549)
Co-authored-by: Sojan Jose <sojan@chatwoot.com>
2024-01-17 09:02:18 +05:30
Vishnu Narayanan
123fc73394 feat: add audit trail for sign_in and sign_out (#7158)
* feat: add audit_trail for sign_in event

* chore: ignore unrelated User model columns for auditing

* chore: fix prepend call for webhook/automation rule

* chore: add spec for sign_in event

* chore: refactor sign_in auditlog method to enterprise namespace

* feat: add sign_out audit trail

* feat: review comments
2023-05-25 14:27:30 +05:30
Tejaswini Chile
54a809ea54 fix: Case insensitive email match (#6760)
Fixes: https://linear.app/chatwoot/issue/CW-1354/email-id-case-sensitive

Co-authored-by: Sojan <sojan@pepalo.com>
2023-03-28 15:23:41 +05:30
Shivam Mishra
7be2ef3292 feat: Google OAuth for login & signup (#6346)
This PR adds Google OAuth for all existing users, allowing users to log in or sign up via their Google account.

---------

Co-authored-by: Pranav Raj S <pranav@chatwoot.com>
Co-authored-by: Fayaz Ahmed <15716057+fayazara@users.noreply.github.com>
Co-authored-by: Sojan <sojan@pepalo.com>
2023-02-16 11:12:02 +05:30
Pranav Raj S
7044eda281 chore: Add controllers for conversation participants (#6462)
Co-authored-by: Aswin Dev P.S <aswindevps@gmail.com>
Co-authored-by: Sojan Jose <sojan@chatwoot.com>
2023-02-15 16:33:31 -08:00
Tejaswini Chile
48373628a1 fix: Macros authorizations (#5779)
Macros policy update.

ref: #5730
2022-11-07 17:46:00 -08:00
smartdev58
e34e975776 chore: ability to delete user in super admin console
fixes: #4164
2022-10-18 01:05:28 -07:00
Tejaswini Chile
0cee42a9f9 feat: Macros CRUD api (#5047) 2022-07-19 17:37:00 +05:30
Tejaswini Chile
ae59d0a343 feat: CRUD operation for associated articles to current article (#4912) 2022-07-04 20:29:44 +05:30
Tejaswini Chile
ae72757d23 feat: APIs for Articles (#4777)
Fixes: #4802
2022-06-13 15:56:49 +05:30
Pranav Raj S
b9aa4444b3 feat: Allow users to create dashboard apps to give agents more context (#4761) 2022-06-01 11:13:10 +05:30
Tejaswini Chile
938fb887c4 feat: Portal endpoint (#4633) 2022-05-16 13:59:59 +05:30
Muhsin Keloth
1dd0c7249c fix: Unread notification count in multiple accounts (#4373)
Fixes: #4367
2022-04-04 14:34:01 +05:30
Muhsin Keloth
ccf52a620b feat: Update notifications and unread count in real time (#4261) 2022-03-28 20:01:23 +05:30
Sojan Jose
9f8e442333 chore: Improve n+1 queries (#4202)
Fixes the n+1 queries that get triggered while accessing agents endpoint
2022-03-17 15:57:32 +05:30
Pranav Raj S
2591a04c0b chore: Remove message_signature_enabled from users (#3982) 2022-02-15 12:10:53 +05:30
Tejaswini Chile
8821106da9 Fix: Added the backend validation for name (#3878)
- Added the backend validation for name
- Add message size constraint
2022-02-02 14:21:17 -08:00
Tejaswini Chile
e99ea0b582 feat: Email signature API support (#3874) 2022-02-02 19:37:33 +05:30
Sojan Jose
34e8ad9dc5 feat: Unify user and super admin credentials (#3830)
Fixes: #3061, #3489
2022-01-25 16:58:49 -08:00
Aswin Dev P.S
5ee209c079 chore: Fix user email re-confirmation flow (#3581)
Users can change their email from profile settings. They will be logged out immediately. Users can log in again with the updated email without verifying the same. This is a security problem.

So this change enforce the user to reconfirm the email after changing it. Users can log in with the updated email only after the confirmation.

Fixes: https://huntr.dev/bounties/7afd04b4-232e-4907-8a3c-acf8bd4b5b22/
2021-12-16 19:32:49 +05:30
Pranav Raj S
2be71e73dc feat: Add a view for mentions (#3505)
- Added a new table mentions for saving user mentions
- Added a filter conversation_type in the API
- Added a view to see the mentions
2021-12-09 11:20:14 +05:30
Akhil G Krishnan
b81a9f2010 Chore: Replaced dependent destroy with dependent destroy_async in all models (#3249) 2021-11-18 10:32:29 +05:30
Sojan Jose
3b53ca157c chore: fix the failing user destroy for admin (#3223)
- fix the invitee association on the user
- handle Instagram events with inbox missing
2021-10-16 00:11:53 +05:30
Sojan Jose
c54aae21ff chore: Move agent availability to Account level (#3074)
- Move agent availability to the account level
2021-10-07 13:21:46 +05:30
Brandon Wilson
571fefd7cd fix: Selected agent profile picture in agent multi select (#2949) 2021-09-13 13:43:19 +05:30
Sojan Jose
ad83d1bb71 feat: Platform API improvements (#2900)
- Platform APIs to add and update custom attributes to users
- Platform APIs to delete accounts
- Platform APIs to delete users
2021-09-02 18:29:45 +05:30
Mrunal Selokar
e0535168a0 chore: Removing duplicate callback to create auth token (#2624)
Removed after create callback in user model to create a new access token. This is already being taken care of by AccessTokenable module.

Fixes #2620
2021-07-15 15:24:38 +05:30
Sojan Jose
dd9d5e410c feat: Add CSAT response APIs (#2503)
Co-authored-by: Pranav Raj S <pranav@chatwoot.com>
2021-06-29 20:59:41 +05:30
Pranav Raj S
30832d8a34 feat: Add APIs to create custom views on the dashboard (#2498) 2021-06-29 19:29:57 +05:30
Muhsin Keloth
3d748aa8d4 chore: Add contact note model (#2462) 2021-06-21 15:16:26 +05:30
Sojan Jose
534acfbf96 chore: Ensure privilege validations for API endpoints (#2224)
Co-authored-by: Pranav Raj S <pranav@chatwoot.com>
2021-06-11 11:44:31 +05:30
Sojan Jose
1bf7227843 chore: Fix emails being sent with the wrong translations (#2236)
Co-authored-by: Pranav Raj S <pranav@chatwoot.com>
2021-06-08 22:45:01 +05:30
Sojan Jose
467b45b427 feat: Improved password security policy (#2345)
Co-authored-by: Pranav Raj S <pranav@chatwoot.com>
2021-06-07 17:26:08 +05:30
Pranav Raj S
d4c2a78db6 chore: Add Chatwoot SDK to Chatwoot Dashboard (#1726)
Add Chatwoot SDK to Chatwoot Dashboard
2021-02-08 16:38:35 +05:30
Karthik Sivadas
2012aab1d5 fix: Standardize name validation on agent / profile pages (#1720) 2021-02-04 20:08:46 +05:30
Sojan Jose
a0c33254e7 feat: Team APIs (#1654)
Co-authored-by: Pranav Raj S <pranav@chatwoot.com>
2021-01-17 23:56:56 +05:30
Pranav Raj S
160a6fc6cf feat: Save UI state in the database (#1635)
feat: Save UI state in the database
2021-01-10 19:25:33 +05:30