Commit Graph

16 Commits

Author SHA1 Message Date
Tanmay Deep Sharma
ad90deb709 feat: Add agent capacity controllers (#12200)
## Linear reference:
https://linear.app/chatwoot/issue/CW-4649/re-imagine-assignments

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

## Type of change

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

## How Has This Been Tested?

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

## Checklist:

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

---------

Co-authored-by: Pranav <pranav@chatwoot.com>
2025-08-26 19:12:58 -07:00
Sivin Varghese
df4de508e7 feat: New Scenarios page (#11975) 2025-07-30 19:34:27 +05:30
Shivam Mishra
b71a0da10d feat: scenario tools [CW-4597] (#11908)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
2025-07-21 16:42:12 +05:30
Tanmay Deep Sharma
61d10044a0 feat: Whatsapp embedded signup (#11612)
## Description

This PR introduces WhatsApp Embedded Signup functionality, enabling
users to connect their WhatsApp Business accounts through Meta's
streamlined OAuth flow without manual webhook configuration. This
significantly improves the user experience by automating the entire
setup process.

**Key Features:**

- Embedded signup flow using Facebook SDK and Meta's OAuth 2.0
- Automatic webhook registration and phone number configuration
- Enhanced provider selection UI with card-based design
- Real-time progress tracking during signup process
- Comprehensive error handling and user feedback


## Required Configuration

The following environment variables must be configured by administrators
before this feature can be used:
Super Admin Configuration (via
super_admin/app_config?config=whatsapp_embedded)

- `WHATSAPP_APP_ID`: The Facebook App ID for WhatsApp Business API
integration
- `WHATSAPP_CONFIGURATION_ID`: The Configuration ID for WhatsApp
Embedded Signup flow (obtained from Meta Developer Portal)
- `WHATSAPP_APP_SECRET`: The App Secret for WhatsApp Embedded Signup
flow (required for token exchange)
![Screenshot 2025-06-09 at 11 21
08 AM](https://github.com/user-attachments/assets/1615fb0d-27fc-4d9e-b193-9be7894ea93a)


## How Has This Been Tested?

#### Backend Tests (RSpec):

- Authentication validation for embedded signup endpoints
- Authorization code validation and error handling
- Missing business parameter validation
- Proper response format for configuration endpoint
- Unauthorized access prevention

#### Manual Test Cases:

- Complete embedded signup flow (happy path)
- Provider selection UI navigation
- Facebook authentication popup handling
- Error scenarios (cancelled auth, invalid business data, API failures)
- Configuration presence/absence behavior

## Related Screenshots:

![Screenshot 2025-06-09 at 7 48
18 PM](https://github.com/user-attachments/assets/34001425-df11-4d78-9424-334461e3178f)
![Screenshot 2025-06-09 at 7 48
22 PM](https://github.com/user-attachments/assets/c09f4964-3aba-4c39-9285-d1e8e37d0e33)
![Screenshot 2025-06-09 at 7 48
32 PM](https://github.com/user-attachments/assets/a34d5382-7a91-4e1c-906e-dc2d570c864a)
![Screenshot 2025-06-09 at 10 43
05 AM](https://github.com/user-attachments/assets/a15840d8-8223-4513-82e4-b08f23c95927)
![Screenshot 2025-06-09 at 10 42
56 AM](https://github.com/user-attachments/assets/8c345022-38b5-44c4-aba2-0cda81389c69)


Fixes
https://linear.app/chatwoot/issue/CW-2131/spec-for-whatsapp-cloud-channels-sign-in-with-facebook

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
2025-07-14 21:37:06 -07:00
Shivam Mishra
93f18315cc feat: add Captain::Scenario Model and API [CW-4597] (#11907)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-07-14 16:12:38 +05:30
Pranav
8c0885e1d2 feat: Add support for realtime-events in copilot-threads and copilot-messages (#11557)
- Add API support for creating a thread
- Add API support for creating a message
- Remove uuid from thread (no longer required, we will use existing
websocket connection to send messages)
- Update message_type to a column (user, assistant, assistant_thinking)
2025-05-22 22:25:05 -07:00
Pranav
4f4ef0389b feat: Add support for persistent copilot threads and messages (#11489)
The agents can see the previous conversations with the copilot if needed
with this change. We would have to cleanup the data after a while. For
now, that is not considered.

This PR adds:
- A new model for copilot_threads (intentionally named thread instead of
conversation to avoid confusion), copilot_messages
- Add the controller to fetch previous threads and messages.
2025-05-15 17:37:04 -07:00
Sivin Varghese
6eecd84b22 feat: Add support for bulk action for Captain FAQs (#10905)
Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Pranav <pranavrajs@gmail.com>
2025-02-27 17:05:33 -08:00
Pranav
d070743383 feat(ee): Add Captain features (#10665)
Migration Guide: https://chwt.app/v4/migration

This PR imports all the work related to Captain into the EE codebase. Captain represents the AI-based features in Chatwoot and includes the following key components:

- Assistant: An assistant has a persona, the product it would be trained on. At the moment, the data at which it is trained is from websites. Future integrations on Notion documents, PDF etc. This PR enables connecting an assistant to an inbox. The assistant would run the conversation every time before transferring it to an agent.
- Copilot for Agents: When an agent is supporting a customer, we will be able to offer additional help to lookup some data or fetch information from integrations etc via copilot.
- Conversation FAQ generator: When a conversation is resolved, the Captain integration would identify questions which were not in the knowledge base.
- CRM memory: Learns from the conversations and identifies important information about the contact.

---------

Co-authored-by: Vishnu Narayanan <vishnu@chatwoot.com>
Co-authored-by: Sojan <sojan@pepalo.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-01-14 16:15:47 -08:00
Sojan Jose
b61ad6e41a feat: Add APIs to manage custom roles in Chatwoot (#9995)
Co-authored-by: Pranav <pranavrajs@gmail.com>
2024-08-23 17:18:28 +05:30
Muhsin Keloth
1038d1500e feat: SLA reports view (#9189)
* feat: SLA report table


* feat: Add SLA popover card

* feat: Update popover position

* feat: Add loader

* Update SLACardLabel.vue

* feat: Update column order

* chore: fix conditions

* Update SLATable.vue

* chore: enable reports in ui

* chore: Revamp report SLA apis

* chore: revert download method

* chore: improve the code

* Update enterprise/app/views/api/v1/accounts/applied_slas/download.csv.erb

Co-authored-by: Vishnu Narayanan <iamwishnu@gmail.com>

* chore: style fixes

* chore: fix specs

* feat: Add number of conversations

* chore: review comments

* fix: translation

* Update app/javascript/dashboard/i18n/locale/en/report.json

Co-authored-by: Vishnu Narayanan <iamwishnu@gmail.com>

* Update app/javascript/dashboard/i18n/locale/en/report.json

Co-authored-by: Vishnu Narayanan <iamwishnu@gmail.com>

* Update app/javascript/dashboard/i18n/locale/en/report.json

Co-authored-by: Vishnu Narayanan <iamwishnu@gmail.com>

* Update SLAReportItem.vue

* Update report.json

* Update package.json

* chore: review comments

* chore: remove unused translation

* feat: Add TableHeaderCell component

* chore: more review fixes

* Update app/javascript/dashboard/components/widgets/TableHeaderCell.vue

Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>

* Update TableHeaderCell.vue

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Vishnu Narayanan <iamwishnu@gmail.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2024-04-09 10:14:36 +10:00
Shivam Mishra
d1dd319091 feat: API to download breached conversations (#9150)
* feat: add download conversations endpoint

* feat: template for conversation list download

* feat: setup download API and tests

* chore: revert formatting change

* feat: rename download method

* feat: rename template

* feat: include sla_policy table in download query

* refactor: add nil safety to assignee

* chore: Update en.yml

* fix: remove applied_sla relation
2024-03-26 09:22:49 +05:30
Muhsin Keloth
48452a42f4 feat: Add SLA metrics API (#9132) 2024-03-25 12:24:43 +05:30
Sojan Jose
40830046e8 feat: Audit Logs for Account User Changes (#7405)
- Audit log for user invitations: https://linear.app/chatwoot/issue/CW-1768/invited-a-user-to-the-account
- Audit log for change role: https://linear.app/chatwoot/issue/CW-1767/name-or-email-changed-the-role-of-the-user-email-to-agent-or-admin
- Audit log for status change: https://linear.app/chatwoot/issue/CW-1766/availability-status-as-events-for-audit-logs


Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2023-06-28 22:42:06 +05:30
Muhsin Keloth
271263bcc2 feat: SLA CRUD APIs (EE) (#7027)
Fixes: https://linear.app/chatwoot/issue/CW-1613/sla-api

Co-authored-by: Sojan Jose <sojan@pepalo.com>
2023-05-11 22:42:56 +05:30
Vishnu Narayanan
9e2f991484 feat: audit logs UI (#6803)
* feat: init auditlogs ui

* chore: add api

* fix: action

* chore: add action,username,time

* feat: add pagination support

* chore: format time

* chore: refactor

* chore: refactor auditlogs api response

* chore: update icon

* chore: rubocop fixes

* Fixes the way meta is handled in store

* Fixes meta not appearing issue

---------

Co-authored-by: Sojan Jose <sojan@pepalo.com>
Co-authored-by: Nithin David Thomas <1277421+nithindavid@users.noreply.github.com>
2023-04-17 19:11:05 +05:30