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18 Commits

Author SHA1 Message Date
Nithin David Thomas
721a2f5052 feat: API changes to support multi step user signup (#8933) 
-API Changes to support the new onboarding flow 

Co-authored-by: Sojan <sojan@pepalo.com>
 2024-02-20 16:48:51 +05:30
Shivam Mishra
657843960c feat: account onboarding with clearbit (#8857) 
* feat: add clearbit lookup

* chore: fix typo in .env.example

* refactor: split lookup to reduce cognitive complexity

* feat: add more fields to lookup

* feat: extend accounts controller

* feat: save extra data to custom_attributes

* feat: allow v2 update with custom_attributes

* feat: add update route

* refactor: reduce complexity

* feat: move update to v1 controller

* test: add locale test

* feat: remove update from routes

* test: update API for custom attributes

* test: all custom attributes

* fix: v2 tests

* test: enterprise accounts controller

* fix: clearbit payload

* fix: with modified env

* feat: allow custom attributes updates to profile

* refactor: reduce complexity

* feat: allow clearbit api key in installation config

* refactor: move clearbit to internal

* feat: allow clearbit

* chore: add display_title for June

* feat: allow more internal options

* refactor: use globalconfig to fetch clearbit token

* test: move response body to a factory

* refactor: update ops

* chore: remove clearbit from .env.example

* chore: apply suggestions from code review

Co-authored-by: sojan-official <sojan@chatwoot.com>

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Co-authored-by: sojan-official <sojan@chatwoot.com>
 2024-02-12 23:21:42 +05:30
Shivam Mishra
8acc818f68 feat: allow bulk invite create via email (#8853) 
* feat: add agent builder

* feat: use new agent builder

* refactor: validate limit

* test: agent limits

* feat: allow bulk create

* feat: allow bulk create

* refactor: rename current_user to inviter in AgentBuilder

* refactor: move limits tests to enterprise

* test: send correct params

* refactor: account builder returns both user and account_user

* chore: Revert "refactor: account builder returns both user and account_user"

This reverts commit 1419789871e8a3b8ff57af27fe53925b1486a839.

* feat: return user as is

* Update agent_builder.rb

- minor update

---------

Co-authored-by: Sojan Jose <sojan@pepalo.com>
 2024-02-06 09:04:04 +05:30
Vishnu Narayanan
232369cd5c feat: sla 1 - refactor sla_policies model and add applied_sla model (#8602) 
* feat: add models

* chore: refactor sla column names

* chore: remove foreign keys

* chore: fix spec

* chore: refactor models
 2024-01-23 23:48:02 +05:30
Sojan Jose
826d9ec5a7 chore: Refactor Response Bot Data Schema (#8011) 
This PR refactors the schema we introduced in #7518 based on the feedback from production tests. Here is the change log

- Decouple Inbox association to a new table inbox_response_sources -> this lets us share the same response source between multiple inboxes
- Add a status field to responses. This ensures that, by default, responses are created in pending status. You can do quality assurance before making them active. In future, this status can be leveraged by the bot to auto-generate response questions from conversations which require a handoff
- Add response_source association to responses and remove hard dependency from response_documents. This lets users write free-form question answers based on conversations, which doesn't necessarily need a response source.
 2023-10-01 19:31:38 -07:00
Sojan Jose
480f34803b feat: Response Bot using GPT and Webpage Sources (#7518) 
This commit introduces the ability to associate response sources to an inbox, allowing external webpages to be parsed by Chatwoot. The parsed data is converted into embeddings for use with GPT models when managing customer queries.

The implementation relies on the `pgvector` extension for PostgreSQL. Database migrations related to this feature are handled separately by `Features::ResponseBotService`. A future update will integrate these migrations into the default rails migrations, once compatibility with Postgres extensions across all self-hosted installation options is confirmed.

Additionally, a new GitHub action has been added to the CI pipeline to ensure the execution of specs related to this feature.
 2023-07-21 18:11:51 +03:00
Vishnu Narayanan
ea825d49da feat: add auditlogs for account model (#7511) 2023-07-19 23:52:34 +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
Shivam Mishra
e8a27bea4b feat: Add APIs for limit check in accounts (#7242) 2023-06-15 20:11:40 -07:00
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
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
Shivam Mishra
2b88ecdfc4 feat: Add a feature flag for Audit Log UI (#7035) 
Co-authored-by: Pranav Raj S <pranav@chatwoot.com>
 2023-05-08 12:44:15 -07:00
Vishnu Narayanan
ad75a79135 feat: add pagination support for audit logs API (#6843) 
Add pagination support for audit logs API
 2023-04-10 21:07:01 +05:30
Vishnu Narayanan
d870b0815a feat: Audit log APIs (#6434) 
- Adds the appropriate APIs for Audit Logs.

ref: #6015
 2023-03-01 20:02:58 +05:30
Sojan Jose
8acba37baf chore: Add specs for stripe Webhooks endpoint (#5087) 2022-07-22 11:46:31 +02:00
Pranav Raj S
cd5e0c548c fix: Do not enqueue job if it is already enqueued (#5068) 2022-07-19 21:12:31 +05:30
Pranav Raj S
7fc0d166e8 feat: Allow SaaS users to manage subscription within the dashboard (#5059) 2022-07-19 19:04:17 +05:30
Sojan Jose
713fdb44ee feat (ee): APIs to configure an auto assignment limit for inboxes (#4672) 
Co-authored-by: Pranav Raj S <pranav@chatwoot.com>
 2022-06-13 20:18:38 +05:30