218 Commits

Author SHA1 Message Date
Tanmay Deep Sharma
1e17cbe0e7 feat(voice): transcribe Twilio call recordings (#15241)
Twilio voice calls now get an AI transcript alongside the recording.
Once a call ends and its recording is stored, we transcribe it and show
the text under the audio player in the call bubble — the same experience
WhatsApp voice notes already have. Transcription runs on Captain and
consumes Captain response credits, so it only kicks in for accounts with
Captain enabled and audio transcriptions turned on.

## How to test

1. On an account with Captain enabled and Settings → Account → Audio
transcriptions on, make a call on a Twilio voice inbox and hang up.
2. Open the conversation. The voice call bubble shows the recording
player once Twilio delivers the recording.
3. Shortly after, the transcript appears under the player — no refresh
needed.
4. Turn audio transcriptions off (or exhaust Captain credits) and
repeat: the recording still appears, the transcript does not.

## What changed

- `Llm::SpeechToTextService` (new) — blob-in/text-out transcription
engine extracted from `Messages::AudioTranscriptionService`: size limit,
temp-file download, model resolution via `Llm::FeatureRouter`, the
OpenAI call, and Captain credit accounting. `.available_for?` holds the
shared gate.
- `Messages::AudioTranscriptionService` — now a thin wrapper over that
engine; its public contract is unchanged, so
`Captain::OpenAiMessageBuilderService` is unaffected.
- `Voice::CallTranscriptionService` / `Voice::CallTranscriptionJob`
(new) — transcribe `call.recording` into `calls.transcript`, then
rebroadcast the message so clients pick it up over the wire.
- `Voice::Provider::Twilio::RecordingAttachmentService` — enqueues the
job after the recording is attached.

The API and frontend needed no changes: `calls.transcript` already
existed, `_call.json.jbuilder` already serialized it, and
`VoiceCall.vue` already fed it to the audio chip. Nothing had ever
written the column.

Also wires `instrument_audio_transcription`, which existed but was never
called, so both transcription paths now emit LLM spans.
2026-08-12 16:54:49 +05:30
Shivam Mishra
0a2293f921 feat: record Captain conversation outcome episodes from lifecycle events [CW-7792] (#15316)
Records Captain conversation outcomes at episode grain so reporting can
distinguish initial demand from reopened conversations and measure
replies, handoffs, resolutions, human follow-up, and CSAT.

Eligibility creates the episode at demand time. Message-derived fields
are snapshotted from persisted messages at handoff or resolution,
keeping terminal analytics accurate without writing outcomes for every
message. Outcome tracking remains reporting-only and fail-open.

Builds on the episode-grain schema from #15315.

## Closes

- https://linear.app/chatwoot/issue/CW-7792

## How to test

1. Enable `captain_integration_v2` and connect a Captain assistant to an
inbox.
2. Send an inbound customer message and confirm an initial outcome
episode is created at the message timestamp.
3. Let Captain reply and then resolve or hand off the conversation.
Confirm the episode records Captain reply counts and timestamps, the
outcome timestamp, and the handoff category where applicable.
4. Reply after resolution and confirm a `reopen` episode is created
while preserving the previous episode.
5. Resolve the reopened conversation and submit CSAT. Confirm the
response is attributed to the episode that issued the survey.

## What changed

- Creates the initial episode from demand-level eligibility and appends
a new episode when a resolved conversation reopens.
- Snapshots Captain replies and the first qualifying human reply from
persisted messages at handoff and resolution.
- Attributes asynchronous resolution events using the episode active at
the event timestamp.
- Records later CSAT responses using the survey message timestamp.
- Keeps boundary writes transactional and fail-open without retries,
advisory locks, late-boundary repair, or handoff self-healing.
- Adds schema-constrained handoff reason categories, including lifecycle
coverage for incomplete V2 tool fallback handoffs.

Open, non-terminal episodes may retain empty or stale message-derived
fields until handoff or resolution.
2026-08-11 14:57:23 +05:30
Aakash Bakhle
1693525124 fix(captain): scope copilot conversation access (#15249)
## Description

Captain Copilot's `get_conversation` tool returned any conversation in
the account, without checking whether the agent asking for it could open
that conversation from the inbox view. An agent who belongs to a single
inbox, or who holds a narrow custom role, could therefore read the
message history of conversations outside their access, including the
private notes on them.

The tool now runs the same permission filter that the conversation list
endpoint and Copilot's own `search_conversation` tool already use, so it
returns only the conversations the agent can already open.
Administrators see no change, because the filter returns the whole
account scope for them.

The Copilot chat service had the same gap. When an agent opened Copilot
while viewing a conversation, the service looked that conversation up by
account alone and wrote its ID and contact ID into the system prompt. It
now resolves the conversation through the same filter, and leaves the
context out when the agent cannot access it.

## Closes

https://linear.app/chatwoot/issue/CW-7768

## Type of change

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

## How to reproduce

1. Create two inboxes in one account, for example Inbox A and Inbox B.
2. Add an agent to Inbox A only, then start a conversation in Inbox B
and leave a private note on it.
3. Sign in as that agent, open Copilot, and ask it for the Inbox B
conversation by its ID.
4. Before the change Copilot returns the full message history including
the private note. After the change it reports that the conversation was
not found.

Opening the same conversation from the inbox view as that agent is
rejected both before and after the change, so the inbox view and Copilot
now agree on what the agent can read.

## 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
2026-08-11 14:49:59 +05:30
Aakash Bakhle
a4eae9710a test: Add focused Captain response lifecycle logs (#15364)
## What changed

This pull request adds three focused log emitters for Captain V2
response jobs:

* `job_dequeued` when Sidekiq fetches the job from Redis
* `job_skipped` when the conversation is not Pending at the first job
guard
* `response_discarded` when a newer customer message exists before model
generation

The dequeue middleware identifies V2 jobs by the triggering message ID
in the third serialized Active Job argument. It does not log Captain V1
or other Sidekiq jobs.

## Why

Recent production incidents have an enqueue record but no later job
record. Active Job `Performing` and `Performed` logs are now available
temporarily, but they do not show whether Sidekiq fetched a job before a
worker disappeared.

The dequeue log closes that gap. The two application logs explain the
early exits that otherwise produce no model trace.

The production root cause remains unresolved. This pull request adds
evidence for the next occurrence and does not change Captain response
behavior.

## Log volume

A Captain V2 response job adds one dequeue line. The other two lines
occur only on an early status skip or a pre-generation burst discard.
Existing Active Job, Langfuse, completion, failure, handoff, and usage
logs cover later stages.

## Validation

* Ruby syntax checks passed for the four implementation files.
* RuboCop found no offenses in the four implementation files.
* No new specs were added because this is temporary diagnostic logging
with no response behavior change.
2026-08-09 09:01:03 +05:30
Sojan Jose
f12529105b fix: align AgentBot ownership with conversation counts (#15343)
AgentBot-owned conversations are now treated as assigned across
conversation lists, counts, pagination, permissions, unread membership,
human auto-assignment, and advanced assignee filters.

## Closes

-
https://linear.app/chatwoot/issue/CW-7689/align-agent-bot-ownership-with-unassigned-counts-and-pagination

## Follow-ups

-
https://linear.app/chatwoot/issue/CW-7870/refresh-agentbot-ownership-state-when-deleting-an-agent-bot
tracks ownership refresh during AgentBot deletion.
-
https://linear.app/chatwoot/issue/CW-7899/refresh-saved-filter-totals-after-live-conversation-ownership-changes
tracks the existing saved-filter header count refresh gap.

## Why

The backend treated every conversation without a human assignee as
unassigned, even when an AgentBot owned it. The frontend already hid
AgentBot-owned conversations from the Unassigned list, so counts,
pagination, filters, unread membership, direct-access permissions, and
auto-assignment could disagree with the visible queue.

## What changed

- Treat conversations with either a human assignee or AgentBot owner as
assigned.
- Keep conversation counts, pagination, unread memberships, advanced
filters, and automation assignee conditions aligned with the shared
ownership semantics.
- Keep human assignee equality and not-equality filters human-only, even
when a human and AgentBot have the same numeric ID.
- Exclude AgentBot-owned conversations from both legacy and V2 human
auto-assignment, and from unassigned-only Enterprise access.
- Preserve AgentBot ownership when Twilio or WhatsApp call flows reuse
or accept an assigned conversation.
- Emit ownership-change updates when only the AgentBot owner changes, so
connected clients refresh queue state.

## Validation

- AgentBot assignment changed ownership to the bot, moved the
conversation to pending, and removed it from the open queue.
- Assignee "is present" returned human- and AgentBot-owned
conversations; "is not present" returned only genuinely unassigned
conversations.
- Automation assignee presence conditions treated AgentBot ownership as
present and did not execute the absent-owner path.
- Live human-assignee equality and not-equality filters excluded
AgentBot-owned conversations, including numeric ID collisions.
- A 32-conversation pending queue loaded across pagination with matching
totals and no missing or duplicate rows.
- AgentBot ownership changes and human takeover updated filtered rows
immediately without a reload.
- Human takeover opened the conversation and restored the public reply
composer; subsequent unassignment kept the conversation open.
- An unassigned-only custom-role agent saw only genuinely unassigned
conversations and could not see AgentBot-owned conversations.
- AgentBot-owned conversations showed the handled-by-bot banner, Take
over action, and disabled public reply composer.
- New conversations in the connected inbox were assigned to the AgentBot
and excluded from human auto-assignment.
- Opening an AgentBot-owned conversation did not let the legacy
assignment callback or its locked recheck replace the bot.
- Moving an AgentBot-owned conversation to an auto-assigning team
preserved the bot and did not create a second human owner.
- Twilio conference pickup, Twilio outbound reuse, WhatsApp outbound
reuse, and inbound WhatsApp acceptance preserved existing AgentBot
owners.
- Focused ownership, filters, pagination, permissions, unread-count,
auto-assignment, frontend, and lint checks passed locally.
- GitHub Actions, Docker builds, CircleCI, security checks, and the
final Codex review are green on the final head.
2026-08-07 14:17:34 -07:00
Pranav
0f3bb640f5 feat(captain): Add audience and schedule controls for assistants (#14902)
Captain assistants now support **audience** and **schedule** controls,
so you can decide *who* an assistant replies to and *when* it's on duty.
By default nothing changes, an assistant still responds to every
conversation in its connected inboxes but you can now narrow that down.

- **Audience**: build a condition tree (contact attributes, conversation
attributes, and custom attributes) with and/or groups, mirroring the
contact-segment filter semantics. Only conversations whose contact
matches the audience get a Captain reply.
- **Schedule**: choose when Captain replies — *Anytime*, *During
business hours*, or *Outside business hours* (based on each inbox's
configured working hours; inboxes without business hours are always
covered).

When an assistant opts out of a conversation (contact outside the
audience, or off-schedule), the conversation is routed to the human
queue instead of being parked pending on a silent bot — both on initial
creation and on reopen.

Fixes
https://linear.app/chatwoot/issue/CW-7414/audience-and-availability-controls

|Audience|Availability|
|--|--|
| <img width="1132" height="627" alt="Screenshot 2026-06-30 at 5 52
09 PM"
src="https://github.com/user-attachments/assets/866910e0-e1d7-4248-8630-d91afc758688"
/> | <img width="1131" height="539" alt="Screenshot 2026-06-30 at 5 52
13 PM"
src="https://github.com/user-attachments/assets/aad0d6f7-ceb7-4546-a049-095c5b46b483"
/> |

## How to test

1. Open **Captain → Assistants → (an assistant) → Settings**.
2. Under **Audience**, add a condition or condition group (e.g. `Contact
language equal_to en`) and save. Start a conversation from a contact
that does *not* match — Captain should stay silent and the conversation
should land in the human (open) queue instead of pending.
3. With a matching contact, Captain should respond as before.
4. Under **Schedule**, pick **During business hours** (or **Outside
business hours**) on an inbox that has working hours configured, and
confirm Captain only engages within/outside that window. An
empty/`Anytime` schedule always responds.

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Co-authored-by: Aakash Bakhle <48802744+aakashb95@users.noreply.github.com>
Co-authored-by: aakashb95 <aakashbakhle@gmail.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
2026-08-07 13:25:48 +05:30
Sony Mathew
e3e35ab7e1 feat: enable data imports for paid plans (#15346)
Data Imports is now part of the shared paid-plan entitlement set.
Startups, Business, and Enterprise accounts receive the feature through
billing reconciliation, while Hacker/default accounts remain gated and
the existing API/UI feature checks stay unchanged.

### Closes

-
[CW-7878](https://linear.app/chatwoot/issue/CW-7878/enable-data-imports-for-all-paid-cloud-plans)

## Type of change

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

1. Reconcile a Hacker account and confirm Data Imports remains disabled.
2. Reconcile Startups, Business, and Enterprise accounts and confirm
Data Imports is enabled for each paid tier.
3. Exercise the Stripe subscription update path and confirm the same
plan hierarchy is applied.

## Rollout

Existing paid accounts need a one-time reconciliation after deployment.
Run the following in the Rails console:

```rb
paid_plan_names = InstallationConfig.find_by!(name: 'CHATWOOT_CLOUD_PLANS').value.drop(1).pluck('name')
paid_accounts = Account.where("custom_attributes ->> 'plan_name' IN (?)", paid_plan_names)

puts "Reconciling #{paid_accounts.count} paid accounts"

paid_accounts.find_each do |account|
  Enterprise::Billing::ReconcilePlanFeaturesService.new(account: account).perform
end
```

Future plan changes and subscription renewals are handled by the normal
Stripe reconciliation path.

## 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
2026-08-06 17:26:12 +05:30
Sojan Jose
3b74f9c359 fix: prevent Captain bot collisions (#15324)
Prevents Captain from being scheduled for replies or
inactive-conversation resolution when an inbox already has an active
AgentBot or Dialogflow integration.

## Closes


[CW-7834](https://linear.app/chatwoot/issue/CW-7834/prevent-captain-from-processing-agentbot-and-dialogflow-conversations)

## Why

Captain and an external inbox bot could both process conversations from
the same inbox.

## What this change does

- Distinguishes external inbox bots from Captain in the existing bot
predicate.
- Skips Captain reply scheduling when an external bot is active.
- Skips Captain inactive-resolution scheduling when an external bot is
active.

## Validation

- Connect an AgentBot to a Captain-enabled inbox and confirm Captain
does not reply or schedule inactive resolution.
- Enable Dialogflow on a Captain-enabled inbox and confirm Captain does
not reply.
- Remove the external bot integration and confirm Captain resumes normal
processing.

---------

Co-authored-by: Aakash Bakhle <48802744+aakashb95@users.noreply.github.com>
2026-08-05 16:34:46 +05:30
Aakash Bakhle
342f0a399c fix(captain): resolve V2 FAQ citations from trusted sources (#15159)
Captain V2 now adds FAQ citations from a structured model response. The
model returns ordered response parts with citation indexes, and Chatwoot
turns only trusted indexes into customer links.

## Before

Captain V2 asked the model to copy text markers such as `[[faq:1]]`.
Chatwoot used one regular expression to replace those markers with links
in the outgoing message and another regular expression to remove the
rendered links before the next model turn. Long conversations depended
on parsing the customer message to recover plain model context.

## After

The FAQ lookup tool now gives each eligible source document a numeric
index and never gives the model a URL. FAQ results from the same
document reuse the same index. The model returns `response_parts`, where
each part contains customer text and the supporting citation indexes.
Chatwoot checks every index against the document IDs registered during
the current run.

Only stored HTTP or HTTPS web-document links without embedded
credentials can appear in the customer reply. Blank links, PDF sources,
attachments, non-HTTP storage links, and unknown indexes do not create
links. Sources receive display numbers in the order they first appear,
and repeated sources keep the same display number.

Chatwoot saves the structured response parts with each newly generated
Captain message. Later Captain V2 turns use the saved plain text for
those messages, so they never need to parse rendered links. Existing
messages remain unchanged and continue to use their stored content. When
citations are disabled, Chatwoot clears citation indexes before it
returns or saves the response.

Captain V1, Copilot, legacy prompts, legacy tools, and the playground
response contract are unchanged. The playground continues to show the
plain `response` field.

## Closes

[AI-138](https://linear.app/chatwoot/issue/AI-138/faq-citation-fix)

## How to test

1. Open a conversation handled by a Captain V2 assistant and turn
citations off. Ask a greeting, an FAQ question, a code question, and a
follow up question. Confirm that the assistant answers normally and
shows no source links.
2. Turn citations on and ask a question that matches one public web
document. Confirm that the reply shows the stored public link after the
supported text.
3. Ask a question that needs two public web documents. Confirm that the
response order stays correct, each link appears after the supported
text, and repeated sources keep the same display number.
4. Ask a question that retrieves several FAQ results from one document.
Confirm that the reply shows the document once at each supported
response part rather than exposing separate FAQ sources.
5. Ask a question supported by a PDF, attachment, blank link, or
non-HTTP storage link. Confirm that Captain can use the information but
does not show a customer link.
6. Ask for a fenced code example with a citation. Confirm that the code
block stays complete and the citation appears after the closing fence.
7. Continue the conversation with a follow up question. Confirm that
Captain uses the earlier plain response text and does not receive or
repeat rendered citation links.
8. Test a scenario handoff in a conversation. Confirm that the handoff
and final response still work.
2026-08-05 10:29:43 +05:30
Sivin Varghese
9177fffa71 fix: enforce required conversation attributes on resolve for macros (#15232) 2026-08-04 19:59:05 +05:30
Tanmay Deep Sharma
8448001fdc fix(security): gate SLA APIs and automation on the sla feature (#15209)
SLA is a premium feature, but several SLA surfaces never checked the
account's `sla` flag. An account without SLA — or one whose plan was
downgraded and had the flag revoked — could still read SLA breach
reporting, attach an SLA policy to a conversation through the
conversation update endpoint, and keep applying SLA policies from
automation rules. All three paths now require the feature, matching the
SLA policies API which already checked it.

## How to reproduce

1. Disable the `sla` feature for an account that has SLA policies and
applied SLAs.
2. `GET /api/v1/accounts/{id}/applied_slas/metrics` (also `index` and
`download`) — returns the account's SLA breach data instead of denying.
3. `PATCH /api/v1/accounts/{id}/conversations/{display_id}` with
`sla_policy_id` — the policy is attached.
4. Trigger an automation rule with an "Add SLA" action — the SLA is
applied and starts tracking.

## What changed

- `Api::V1::Accounts::AppliedSlasController` gains the same
`ensure_sla_feature_enabled` guard the SLA policies controller uses,
covering `index`, `metrics` and `download`.
-
`Enterprise::Api::V1::Accounts::ConversationsController#permitted_update_params`
only permits `sla_policy_id` when the feature is enabled. When it is off
the parameter is dropped, so an existing SLA association is preserved
rather than cleared.
- `Enterprise::ActionService#add_sla` returns early when the feature is
off, so automation rules stop applying SLAs on revoked accounts.
2026-08-04 18:43:34 +05:30
Shivam Mishra
7981e2cc75 refactor: introduce normalized Captain lifecycle events [CW-7792] (#15213)
This introduces a small event layer for the Captain V2 conversation
lifecycle. A new `Captain::ConversationEvents` facade dispatches five
normalized events (`captain.conversation.engaged`,
`captain.conversation.handed_off`, `captain.conversation.resolved`,
`captain.response.completed`, `captain.response.failed`) from the points
where Captain engages a conversation, replies, fails, hands off, or
auto-resolves. Each event carries the conversation, assistant,
timestamp, and a `source`/`reason_category` where relevant.

## Why this, why now

The Captain V2 flow is about to gain several observers at once:
conversation outcome tracking, agent session capture, and analytics all
need to know when Captain engages, replies, fails, hands off, or
resolves. Wiring each of them directly into `ResponseBuilderJob`,
`HookExecutionService`, and the tools would tangle secondary bookkeeping
into the paths that deliver customer-facing behavior, and every future
consumer would deepen that. Landing the event layer first as its own PR
means the flow announces these moments once and stays otherwise
untouched: customer-visible behavior (messages, status changes,
handoffs, usage enforcement) remains synchronous, while secondary
effects subscribe through listeners. The upcoming conversation outcomes
PR then reduces to a listener plus a model instead of another round of
edits to the core flow, which is why this ships now, before that work
merges.

The existing inference reporting behavior is folded into this layer: the
`conversation.captain_inference_*` events and their dispatch helpers on
`Enterprise::Conversation` are removed, and a dedicated
`Captain::ReportingEventListener` (registered on the enterprise async
dispatcher) maps `source: 'inference'` events to the same stored
reporting event names, so recorded analytics and the assistant stats
builder are unaffected.

## What changed
- New `Captain::ConversationEvents` facade and event type constants
- Event emission from `HookExecutionService` (engagement, usage-limit
handoff), `ResponseBuilderJob` (response completed/failed,
generation-failure handoff), `HandoffTool` (tool handoff), and
`InboxPendingConversationsResolutionJob` (inference resolved/handoff)
- A dedicated `Captain::ReportingEventListener` preserves inference
reporting events through the new event names, removing captain logic
from the OSS listener
2026-07-31 13:55:57 +05:30
Aakash Bakhle
b05f22da8d fix(captain): default paid accounts to V2 (#15262)
Paid Chatwoot Cloud accounts now receive Captain V2 during plan
reconciliation unless they are explicitly held on Captain V1. Older
accounts could otherwise start on V1 when they became paid after the V2
rollout because only newly created accounts carried the rollout
eligibility value.

## Closes

No linked issue.

## How to reproduce

1. Start with a cloud account created before the Captain V2 rollout.
2. Upgrade the account from the default plan to a paid plan.
3. Reconcile the Stripe subscription.
4. Confirm that Captain is enabled but Captain V2 remains disabled.

## What changed

1. Treat a missing rollout eligibility value as eligible for Captain V2
on paid plans.
2. Keep Captain V2 disabled when the rollout eligibility value is
explicitly set to false.
3. Keep the default plan behavior unchanged.
4. Update the billing reconciliation specs to cover existing paid
accounts, new accounts, and explicit V1 exceptions.
2026-07-31 11:51:00 +05:30
Aakash Bakhle
38a317962b fix: Captain handles message bursts with a single reply (#15133)
Captain now handles a burst of customer messages with one reply. If more
messages arrive before Captain replies, the latest job uses the full
conversation history. The change applies only to Captain V2 and works
across every channel that Captain supports.

Blocked on: https://github.com/chatwoot/chatwoot/pull/15212

## Closes

Closes https://github.com/chatwoot/chatwoot/issues/14545

## How to reproduce

1. Start a pending conversation with Captain V2.
2. Send several messages while Captain is preparing a reply.
3. Captain can generate and send a separate reply for each message.

## What changed

* Each Captain V2 job records the incoming message that started it.
* A job stops before generation if a newer message already exists.
* Captain discards a generated reply if a newer message arrived during
generation.
* The latest job replies using the full conversation history.
* Langfuse records whether a generation was discarded and whether a
customer credit was used.
* Captain V1 keeps its existing behavior.

## Tradeoffs

Discarded generations still cost money. Message bursts can also increase
background job work and model provider load. A continuous stream of
incoming messages can delay the reply until one generation finishes
without a newer message.

A small timing window remains if a message arrives after the final check
and before Captain saves the reply. A handoff also cannot be undone if a
newer message arrives after Captain has already changed the conversation
status.

## How to test

1. Enable Captain V2 and start a pending Captain conversation.
2. Send several messages while Captain is preparing a reply.
3. Confirm that Captain sends one reply based on the full message
history.
4. Confirm that Langfuse marks discarded runs with `discarded=true` and
`credit_used=false`.
5. Disable Captain V2 and confirm that Captain V1 behavior is unchanged.

---------

Co-authored-by: Sony Mathew <sony@chatwoot.com>
2026-07-30 15:58:54 +05:30
Sony Mathew
502c45f73b fix: freeze SLA misses after resolution (#15024)
## Description

Resolved conversations now preserve historical SLA misses without
allowing their displayed duration to keep growing. Applied SLAs record a
stable completion timestamp that is shared through REST and realtime
payloads, and the dashboard freezes FRT, NRT, and RT misses at that
point.

Legacy completed SLAs without a reliable timestamp remain visible as a
static missed state. Terminal SLAs remain frozen when a conversation is
reopened; a reopen before finalization continues the same SLA without
resetting its deadlines.

### Closes


[CW-7597](https://linear.app/chatwoot/issue/CW-7597/freeze-sla-miss-durations-after-conversation-resolution)

## Type of change

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

## How to reproduce

1. Apply an SLA with a resolution-time threshold to a conversation.
2. Let the threshold breach, then resolve the conversation.
3. Observe that the recorded miss duration continues increasing every
minute even though the conversation is resolved.

## What changed

- Added nullable `applied_slas.completed_at` and exposed it as
`sla_completed_at` in conversation, report, and websocket payloads.
- Captured completion before broadcasting resolution and preserved it
for terminal applied SLAs.
- Frozen recorded FRT, NRT, and RT durations in classic and
next-generation conversation labels, including a static fallback for
legacy rows.
- Added a dry-run-first, resumable Rails runner for account-scoped or
explicitly global historical repair without enqueuing jobs or touching
`updated_at`.

Account-scoped production rollout starts with:

```sh
ACCOUNT_ID=168154 bundle exec rails runner script/backfill_applied_sla_completed_at.rb
ACCOUNT_ID=168154 APPLY=true bundle exec rails runner script/backfill_applied_sla_completed_at.rb
```

## How Has This Been Tested?

- Verified resolution stamping, nonterminal reopen clearing, and
terminal reopen preservation.
- Verified dry-run, apply, account/global scope, resume, skip,
idempotency, and timestamp-preserving backfill behavior.
- Verified all three miss types freeze and existing conversation-card
behavior remains intact.
- 71 focused RSpec examples and 37 focused Vitest examples pass.
- RuboCop, ESLint, and diff checks pass.

## 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>
2026-07-29 18:21:26 +05:30
Aakash Bakhle
4ac2432b77 fix(captain): respect channel message limits (#14982)
Captain now keeps v2 replies within each conversation channel's delivery
limit, preventing generated responses from being rejected by providers
such as Instagram, Facebook, and WhatsApp.

## Closes

-
https://linear.app/chatwoot/issue/AI-188/captain-should-respect-whatsapp-character-limits

## How to reproduce

1. Enable Captain v2 on an Instagram inbox.
2. Ask a question that produces a response longer than 1,000 characters.
3. Observe that Meta rejects the outgoing message with error 100 because
it exceeds Instagram's character limit.

## What changed

- Resolve the outbound character limit from the conversation channel,
including provider-specific Twilio limits.
- Add the resolved limit to the assistant and scenario prompts.
- Apply the same limit to the v2 structured response schema so the model
output conforms before delivery.

---------

Co-authored-by: Sony Mathew <sony@chatwoot.com>
2026-07-29 17:56:40 +05:30
Tanmay Deep Sharma
5e82e971fa fix(whatsapp): surface Meta's real error when an outbound call fails (#15178)
When an outbound WhatsApp call could not be placed, agents sometimes saw
a completely empty error (`{"error":""}`) with no indication of what
went wrong. This makes an outbound call that is blocked at Meta (for
example, a WhatsApp Business Account with a billing/eligibility problem)
look like a generic, unexplained failure. Agents now see the actual
reason Meta returned.

## Closes

No linked issue — found via a customer support investigation (outbound
calling returning `422 {"error":""}`).

## How to reproduce

1. On an account with WhatsApp calling enabled, place an outbound call
to a contact whose WhatsApp Business Account is not eligible for calling
(Meta returns error code `131044`, "Business eligibility payment issue
for calling").
2. Before: the call fails with `422 {"error":""}` — an empty message.
3. After: the call fails with Meta's actual message (e.g. "Business
eligibility payment issue for calling"), so the agent/admin knows it is
a Meta-side eligibility issue to resolve, not a Chatwoot bug.

## What changed

Meta's error responses can contain an **empty** `error_user_msg` (`""`)
while the real reason lives in `error.message` / `error_user_title` —
notably error `131044`. The previous code used `parsed.dig('error',
'error_user_msg') || 'Failed to initiate call'`, but an empty string is
truthy in Ruby, so the blank message was surfaced instead of the
fallback.

- Added a small `meta_error_message(parsed, default)` helper that
prefers the first **non-blank** field: `error_user_msg` → `message` →
`error_user_title` → default.
- Used it in both `process_initiate_call_response` (outbound call
initiate) and `update_calling_status`, which had the same pattern.

The `[WHATSAPP CALL] initiate_call failed: status=… body=…` server log
(with the full Meta body) is unchanged and remains the source of truth
for debugging.

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2026-07-27 14:36:21 +05:30
Aakash Bakhle
7948ea09ac feat(captain): add FAQ suggestion review API (3/4) (#14979)
Agents can review recurring FAQ suggestions when they can access at
least one supporting conversation. The detail view returns only source
conversations the agent can access. Administrators can review every
suggestion and can edit, approve, or dismiss it. Approval creates one
approved Captain FAQ and removes the stored source observations.

This is the third PR in the CW-7495 stack. It is built on
[#14978](https://github.com/chatwoot/chatwoot/pull/14978), which adds
the FAQ suggestion models and generation flow.

## Closes

Closes
[CW-7495](https://linear.app/chatwoot/issue/CW-7495/backend-llm-changes-to-make-conversation-faqs-as-signalssuggestions).

## What changed

1. Added a paginated suggestion list with assistant, status, and search
filters.
2. Limited agents to suggestions that have at least one source
conversation they can access.
3. Limited the detail response to the 50 most recent source
conversations the current user can access.
4. Allowed administrators to edit, approve, and dismiss open
suggestions.
5. Added approval that creates one approved Captain FAQ, closes the
suggestion, and removes its source observations.
6. Rejected approval when the suggestion language does not match the
account language.
7. Added row locking so an edit or dismissal cannot overwrite an
approval.
8. Prevented FAQ generation from attaching a new observation after a
suggestion has closed.

## How to test

1. Sign in as an agent who has access to one inbox but not another.
2. Confirm the agent sees only suggestions with at least one source
conversation from an accessible inbox.
3. Open a suggestion and confirm the source list does not contain
conversations from restricted inboxes.
4. Sign in as an administrator and confirm all account suggestions are
available.
5. Edit an open suggestion and approve it. Confirm one approved FAQ is
created and the suggestion no longer has source observations.
6. Try to approve a suggestion in a different language from the account
language. Confirm the request is rejected.
7. Dismiss another open suggestion and confirm it leaves the open review
queue.

---------

Co-authored-by: Sony Mathew <sony@chatwoot.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2026-07-24 12:12:13 +05:30
Aakash Bakhle
e10b236871 feat(captain): group conversation FAQ signals (2/4) (#14978)
Captain can now turn resolved conversations into FAQ suggestions that
people can review. When a human support agent gives a reusable answer,
Captain saves the question and answer as an observation. Captain groups
matching observations into one suggestion instead of creating a pending
FAQ for every conversation. This PR does not approve or publish FAQs.

PR [#14977](https://github.com/chatwoot/chatwoot/pull/14977) adds the
data model and should be reviewed first. The controller and UI PRs will
add the review flow. The three PRs should merge together.

## Closes


[CW-7495](https://linear.app/chatwoot/issue/CW-7495/backend-llm-changes-to-make-conversation-faqs-as-signalssuggestions).
This is PR 2 of 3. The issue is complete after the full stack lands.

## What changed

1. Runs FAQ generation in the low priority queue after a conversation is
resolved.
2. Reads only customer messages and answers written by human support
agents.
3. Uses the assistant's product details, instructions, response rules,
and guardrails to reject spam and unrelated conversations.
4. Stores each reusable question and answer as an observation.
5. Uses exact text similarity search within the conversation language to
find likely matches.
6. Asks the LLM whether both FAQs ask the same question and give the
same answer.
7. Does not create a new suggestion when an approved FAQ already covers
the observation.
8. Adds matching observations to an existing open suggestion and updates
its source count.
9. Does not suggest the same FAQ again after someone dismisses it.
10. Creates a new open suggestion only when no approved FAQ or existing
suggestion covers the observation.

## How to test

1. Resolve a conversation where a human support agent gives a reusable
answer. Confirm that Captain creates one open suggestion with one
source.
2. Resolve another conversation with the same question and answer.
Confirm that Captain adds a source to the existing suggestion instead of
creating another suggestion.
3. Resolve a conversation that is already covered by an approved FAQ.
Confirm that Captain creates no new suggestion.
4. Dismiss a suggestion, then resolve another conversation with the same
question and answer. Confirm that Captain does not suggest the FAQ
again.
5. Resolve a spam or unrelated conversation. Confirm that Captain
creates no suggestion.

---------

Co-authored-by: Sony Mathew <sony@chatwoot.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2026-07-24 11:33:47 +05:30
Tanmay Deep Sharma
ed30ff9c22 fix(whatsapp): allow calling a contact with no existing conversation (#15014)
## Description

Agents can now place a WhatsApp call to a contact straight from the
contacts screen, even if that contact has never messaged in. Previously
the call only worked once a conversation already existed, so a freshly
added contact would fail with "Unable to start the call. Please try
again." — the only workaround was to get the contact to message the
channel first.


## Type of change

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

## How Has This Been Tested?

- Manually via UI

## 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>
2026-07-21 18:08:32 +05:30
Tanmay Deep Sharma
0e376f4fe2 feat(whatsapp-call): support BSUID callers for inbound voice calls (#14743)
## Linear Ticket
-
https://linear.app/chatwoot/issue/CW-7276/bsuid-support-to-whatsapp-voice-calling

## Description

Keeps WhatsApp voice calls in the same thread as the chat when a caller
has adopted a **WhatsApp username** and hidden their phone number.
This makes the inbound-call path BSUID-aware, reusing the same
identifier the messaging pipeline keys on so calls land on the existing
`ContactInbox`/conversation.

## Type of change

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

## How Has This Been Tested?

-  Locally via UI

## 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>
2026-07-21 16:19:53 +05:30
Shivam Mishra
67cab7171d feat: show Captain generation path on conversation messages [CW-7484] (#15078) 2026-07-21 15:15:13 +05:30
Aakash Bakhle
ae49af354d fix: serialize multimodal Captain session content (#15096)
Captain now saves agent session records when a user message includes an
image. The saved record keeps the image URL and excludes downloaded
image bytes, so image replies no longer report a JSON serialization
error after delivery.

Fixes:
https://chatwoot-p3.sentry.io/issues/7618423184/?alert_rule_id=13673680&alert_type=issue&notification_uuid=d22a7ab9-95d6-4bba-85e0-733a28466775&project=6382945

## Root cause

RubyLLM downloads image attachments and caches the binary bytes inside
`RubyLLM::Content`. `SessionCaptureService` passed the live object to
the `run_context` JSON column. Rails then tried to encode the cached
JPEG bytes as UTF-8 and raised `JSON::GeneratorError`.

The error did not block replies, handoffs, or credit updates because
session capture rescues its own failures. The failed write meant that
Chatwoot lost the agent session record for the response.

## How to reproduce

1. Send an image to a Captain V2 assistant.
2. Let RubyLLM load the image during the model request.
3. Save the resulting conversation history in an agent session.
4. Observe the JSON encoding error when Rails reaches the cached image
bytes.

## What changed

`SessionCaptureService` now converts `RubyLLM::Content` to its JSON safe
hash before saving the current turn. The hash contains the message text
and attachment URL without the cached bytes. Other message content is
unchanged.

The focused service spec covers a cached JPEG byte payload and passes
with 12 examples. RuboCop reports no offenses in the changed service and
spec.
2026-07-21 13:04:12 +05:30
Shivam Mishra
9749a3dc96 feat: capture captain sessions for v2 assistant responses [CW-7485] (#14971)
Records a `Captain::Session` row for every Captain V2 assistant response
delivered in a conversation, so we can show how a response was generated
and report on credit, FAQ, and document usage. Stacked on #14970 (the
`captain_sessions` model).

## What changed

- `FaqLookupTool` now records the retrieved FAQ ids (and their backing
document ids) into the shared run state, accumulated across tool calls.
- `AgentRunnerService` exposes the raw ai-agents run result via
`last_run_result`; the `generate_response` return shape is unchanged, so
the playground path is unaffected.
- New `Captain::Assistant::SessionCaptureService` builds the session:
scenario resolved from the answering agent name, model from
`assistant.agent_model`, token usage plus the trimmed current-turn
conversation history stored in `run_context`.
- `ResponseBuilderJob` captures after delivery: `credits_consumed`
mirrors the actual charge (1.0 for a billed response, 0.0 for handoffs,
where the session points at the customer-facing handoff message).
Capture runs outside the delivery transaction and swallows its own
failures, so a logging bug can never block or roll back a customer
reply.

V1 responses and copilot are out of scope; copilot capture comes next.

## How to test

On an account with `captain_integration_v2` enabled and an inbox
connected to an assistant with approved FAQs, send a customer message on
a pending conversation. After the assistant replies, a
`Captain::Session` row should exist with the conversation as subject,
the reply message as result, the FAQs/documents used, and the run
context for that turn. Asking for a human agent should produce a
zero-credit session pointing at the handoff message.

<img width="2428" height="1058" alt="CleanShot 2026-07-15 at 17 25
40@2x"
src="https://github.com/user-attachments/assets/d8e44923-c17b-494f-8c33-c8fa4219438c"
/>
2026-07-16 18:20:44 +05:30
Aakash Bakhle
354c2cab6b fix(captain): handle resolved conversation context (#14433)
# Pull Request Template

## Description

Fixes: https://github.com/chatwoot/chatwoot/issues/13880

Uses approaches discussed from:
https://github.com/chatwoot/chatwoot/pull/13883

Activity messages pertaining to resolve are included along with an
instruction for the LLM to choose whether to consider them or not along

## Type of change

- [x] 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.

locally and with 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
- [ ] 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: Sony Mathew <sony@chatwoot.com>
2026-07-15 23:30:17 +05:30
Aakash Bakhle
6d38b4d39c fix(captain): improve complex migration instructions (#15002)
Improves Captain V1 → V2 migration for complex legacy instructions so
mandatory triggers, workflows, language rules, and escalation behavior
remain active while query-dependent product knowledge is prepared as
pending FAQ candidates.

## What changed

- Added explicit preservation rules for mandatory triggers, verification
steps, escalation conditions, exceptions, and language behavior.
- Added an auditor that checks the draft and fixes any issues before
manual review.
- Kept the existing migration application contract and schema limits
unchanged
- Added focused regression coverage for the complex-prompt classifier
contract.

## How to reproduce

Generate a migration draft for an assistant with dense legacy
instructions containing mandatory handoff triggers, verification rules,
product facts, and multi-step workflows. The resulting draft should keep
actions active, place query-dependent facts in FAQ candidates, and avoid
silently dropping or reversing source requirements.

Focused Captain migration specs and RuboCop checks pass locally.
2026-07-15 14:51:51 +05:30
Shivam Mishra
9c444315a6 feat: add api_and_webhooks feature flag reconciled from billing plan (#14972)
This introduces a new `api_and_webhooks` account feature flag that will
control access to the token-authenticated API and account webhooks. The
flag is part of the Startup plan features, so paid plans — including
trials of paid plans — get it through the billing reconcile, while
accounts on the default (Hacker) plan don't, with
`manually_managed_features` available as a per-account override. The
flag defaults to enabled, and nothing enforces it yet, so this PR is
behavior-neutral — enforcement lands in a follow-up.

## What changed

- Added `api_and_webhooks` to `features.yml` (first flag on the
`feature_flags_ext_1` column, default enabled).
- Added the flag to `STARTUP_PLAN_FEATURES` in
`Enterprise::Billing::ReconcilePlanFeaturesService`, so all paid tiers
get it and the default plan loses it on reconcile.
- Added the flag to the manually manageable features list so it can be
granted per account via Super Admin.

```rb
# Enables the api_and_webhooks feature for all existing accounts and marks it
# as manually managed so cloud billing reconciles never strip it.
#
# NOT committed to source control — run manually on production.
#
# Usage:
#   bundle exec rails runner enable_api_and_webhooks.rb
#   ACCOUNT_ID=123 bundle exec rails runner enable_api_and_webhooks.rb
#
# Idempotent: accounts already grandfathered are skipped; safe to re-run.

probe = Internal::Accounts::InternalAttributesService.new(Account.new)
abort 'api_and_webhooks is not in valid_feature_list — deploy the feature flag PR first.' unless probe.valid_feature_list.include?('api_and_webhooks')

account_id = ENV.fetch('ACCOUNT_ID', nil)
accounts = account_id.present? ? Account.where(id: account_id) : Account.all

abort "Account with ID #{account_id} not found" if account_id.present? && accounts.empty?

total = accounts.count
puts "Grandfathering api_and_webhooks for #{total} account(s)..."
puts "Started at: #{Time.current}"

updated = 0
skipped = 0
errored = 0

accounts.find_each(batch_size: 500) do |account|
  service = Internal::Accounts::InternalAttributesService.new(account)
  features = service.manually_managed_features

  if features.include?('api_and_webhooks') && account.feature_enabled?('api_and_webhooks')
    skipped += 1
  else
    service.manually_managed_features = features + ['api_and_webhooks'] unless features.include?('api_and_webhooks')
    account.enable_features!('api_and_webhooks')
    updated += 1
  end

  processed = updated + skipped + errored
  puts "Processed #{processed}/#{total}..." if (processed % 1000).zero?
rescue StandardError => e
  errored += 1
  puts "Account #{account.id}: FAILED - #{e.message}"
end

puts "Done! Updated: #{updated}, Skipped: #{skipped}, Errored: #{errored}, Total: #{total}"
```
2026-07-13 18:20:36 +05:30
Muhsin Keloth
8fc5c7a5c8 feat: add captain general guidelines migration helpers (#14909)
This PR adds internal tooling and planning docs for migrating existing
Captain assistant instructions into the new General Guidelines
structure.


**Summary**

This PR adds a controlled migration path for moving existing Captain V1
assistant instructions into the structured Captain architecture.

It introduces a classifier that reads the current `config.instructions`
and produces reviewed migration drafts with separate sections for:

- assistant description / business context
- response guidelines
- guardrails
- scenario candidates
- conversation messages
- FAQ/document candidates
- needs-review items

The migration is intentionally staged. It only targets V1-style
assistants that still have custom instructions, are connected to
inboxes, and do not already have structured response guidelines,
guardrails, or scenario records.

When applied, the task writes the extracted business context to the
assistant description, response guidelines to `response_guidelines`,
guardrails to `guardrails`, and stores scenario candidates / FAQ
candidates / review notes under `config["assistant_migration"]`.
Scenario candidates are also flattened into response guidelines for now
so customer behavior is preserved before we create real
`Captain::Scenario` records in a later rollout.

The applier stores the original assistant values under migration
metadata so conversation message config can be restored if needed. It
does not create scenario records yet.

**How to generate drafts**

For specific assistant IDs:

```bash
bundle exec rake captain:assistant_migration:generate \
  IDS=546,636,819 \
  LIMIT=0 \
  OUTPUT=tmp/captain_migration_drafts.jsonl
```

For the first 50 eligible assistants:

```bash
bundle exec rake captain:assistant_migration:generate \
  OUTPUT=tmp/captain_migration_drafts.jsonl
```

For all eligible assistants:

```bash
bundle exec rake captain:assistant_migration:generate \
  LIMIT=0 \
  OUTPUT=tmp/captain_migration_drafts.jsonl
```

**How to apply drafts**

Dry run first:

```bash
bundle exec rake captain:assistant_migration:apply \
  INPUT=tmp/captain_migration_drafts.jsonl \
  DRY_RUN=true
```

Apply changes:

```bash
bundle exec rake captain:assistant_migration:apply \
  INPUT=tmp/captain_migration_drafts.jsonl \
  DRY_RUN=false
```

**How to restore conversation messages**

If extracted `welcome_message`, `handoff_message`, or
`resolution_message` need to be reverted to their pre-migration values:

```bash
bundle exec rake captain:assistant_migration:restore_messages \
  IDS=546,636,819 \
  DRY_RUN=true
```

```bash
bundle exec rake captain:assistant_migration:restore_messages \
  IDS=546,636,819 \
  DRY_RUN=false
```

**Notes**

- `LIMIT=0` means no limit.
- `generate` overwrites the output file.
- The apply task skips assistants that are no longer V1 migration
candidates.
- This PR does not create `Captain::Scenario` records; scenario
candidates are staged in assistant config for a future migration.

---------

Co-authored-by: Muhsin <12408980+muhsin-k@users.noreply.github.com>
Co-authored-by: aakashb95 <aakashbakhle@gmail.com>
Co-authored-by: Aakash Bakhle <48802744+aakashb95@users.noreply.github.com>
2026-07-13 14:56:09 +05:30
Tanmay Deep Sharma
9c10fe4eb1 fix: default assignment age exclusion (#14998)
## Description
Auto-assignment was skipping the 7-day staleness check entirely for
inboxes that don't have an assignment policy attached. Those inboxes
would pull unassigned conversations of any age off the backlog and hand
them to agents — including conversations untouched for months — while
the activity log still credited "Default Policy" for the assignment.
This makes the default behaviour match what that label implies: with no
policy configured, conversations with no activity in the last 7 days are
now excluded, the same window a freshly created policy uses.

## Type of change

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


## 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
2026-07-13 14:01:47 +05:30
Aakash Bakhle
cc87429903 feat(captain): expand assistant description limit (#14985)
# Pull Request Template

## Description

Increases description for Captain.

Why?
We are planning to include business context in description and 255 char
limit on the column and 200 char limit on the UI are very limiting to
get proper context.

## Type of change

Improvement to accommodate business context

## 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.
locally

## 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
2026-07-13 12:59:36 +05:30
Aakash Bakhle
d57354c8b5 feat: tighten conversation FAQ generation prompt (#14957)
Tightens the resolved-conversation FAQ generator so it only proposes
durable, reusable FAQ candidates supported by human support-agent
messages. The implementation now sends a conversation-FAQ-specific
transcript to the LLM: customer messages plus real human support-agent
messages only, excluding bot, private, activity, and template messages.

## Closes

-
https://linear.app/chatwoot/issue/CW-7494/tighten-conversation-faq-generation-prompt

## What changed

- Added a human-only transcript builder in `ConversationFaqService`
instead of using the generic `conversation.to_llm_text` output.
- Excluded bot/agent-bot messages before the LLM call, which removes the
main bot-line leakage class deterministically.
- Preserved native-channel human replies where outgoing messages are
stored as `external_echo` without a `User` sender.
- Kept a prompt decision gate requiring each FAQ to be backed by a
complete public human-agent answer.
- Added generic no-FAQ classes for spam, wrong-service conversations,
private account/payment/order/certificate/troubleshooting cases, support
workflow mechanics, and direct-link/file/quote outputs.
- Added a separate `conversation_faq_generation` model route defaulting
to `gpt-5.2`, while keeping `document_faq_generation` on its existing
`gpt-4.1-mini` default. Conversation FAQ generation passes that feature
default ahead of the legacy global `CAPTAIN_OPEN_AI_MODEL` setting
unless an account-level override is configured.
- Kept the prompt domain-neutral so it can still generate reusable
product, service, policy, setup, and process FAQs outside SaaS contexts.

## Sampling notes

- Production Langfuse traces showed `llm.captain.conversation_faq` calls
using `gpt-4.1` in the sampled account set.
- Locally, `Llm::FeatureRouter.resolve(feature:
'conversation_faq_generation')` now resolves to `gpt-5.2`.
- Reviewed recent production `llm.captain.conversation_faq` traces
across 13+ accounts in compact form.
- Replayed 20 full traces across 10 accounts/domains, including
education, hosting, retail/auto, APIs, logistics, tax/fiscal workflows,
and Chatwoot account 1.
- Explicit `gpt-5.2` replay with human-only conversation history
returned no FAQ for 15/20 traces.
- A comparison replay with `gpt-4.1-mini` returned no FAQ for only 7/20
traces, bringing back several private/order/payment/support-workflow
cases.
- Remaining non-empty `gpt-5.2` outputs are now mostly
borderline/possibly useful human-agent-derived FAQs rather than obvious
bot-sourced answers.

## How to test

- Resolve conversations where the answer came only from the bot; no
pending FAQ should be generated.
- Resolve spam, unrelated, wrong-service, or private
payment/order/account conversations; no pending FAQ should be generated.
- Resolve conversations that require account/order/payment/login/private
verification or a human handoff; no pending FAQ should be generated.
- Resolve a conversation where a human agent gives a stable, reusable
help-center answer; the generated pending FAQ should be general and
self-contained.
2026-07-09 17:47:47 +05:30
Sony Mathew
66cfb26c77 feat: Add unread count filters feature flag (1/6) (#14885)
## Description

Adds the account-level `unread_count_for_filters` feature flag as the
dark-launch gate for filtered sidebar unread counts. This reuses the
deprecated `quoted_email_reply` flag slot, resets the reused bit for
existing accounts, and removes stale defaults so new accounts do not
reference the old flag.

This also adds the feature where we are now calculating the unread counts for built in filters like mentions, participating and unattended along with unread count for saved filters/folders.

Closes
[CW-7262](https://linear.app/chatwoot/issue/CW-7262/unread-counts-for-filters-folders)

## Type of change

- [ ] Bug fix (non-breaking change which fixes an issue)
- [x] 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
2026-07-08 23:50:40 +05:30
Aakash Bakhle
83dda621c5 feat: default new accounts to captain v2 (#14917)
# Pull Request Template

## Description

defaults new accounts to captain v2

## Type of change

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

## 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.

locally and 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
- [ ] 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
2026-07-07 16:21:51 +05:30
Tanmay Deep Sharma
11deffdd5d feat: billing brl pix new users (#14617)
## Linear ticket
- https://linear.app/chatwoot/issue/CW-7253/billing-brl-pix-new-users

## Description

New accounts that sign up in Brazilian Portuguese are now billed in BRL
instead of USD. Their Stripe customer is created with a Brazil address
and Portuguese locale (so the Stripe portal offers Real prices and PIX),
and the AI credit top-up flow shows packages priced in the account's
billing currency. Currency support is config-driven, so adding another
currency later is a configuration change rather than a code change.


## Type of change

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

## How Has This Been Tested?

- https://www.loom.com/share/c8d3d08c1b844ed6b820438d4209491a

## Screenshot
<img width="904" height="440" alt="image"
src="https://github.com/user-attachments/assets/6f19fad8-e6af-46ea-b99f-b0265bb9eeec"
/>


## 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
2026-07-06 16:35:38 +05:30
Shivam Mishra
6c9efc4e92 fix: assign outbound voice call conversation to the calling agent (#14906)
Outbound voice calls were being auto-assigned to the wrong agent. When
an agent placed an outbound call, the conversation was created without
an assignee, so inboxes with auto-assignment enabled would round-robin
it to a different agent instead of keeping it with the person who
actually made the call. This made it hard to tell which agent was on an
active call.

## What changed

- Set the calling agent as the conversation's assignee when creating an
outbound voice call conversation.
- This prevents the generic auto-assignment handler from treating the
conversation as unassigned and reassigning it.
- Added specs covering the assignment, including a regression case with
inbox auto-assignment enabled.

**Note:** this applies to newly placed calls; it does not retroactively
fix conversations that were already mis-assigned.

---------

Co-authored-by: Tanmay Deep Sharma <tanmaydeepsharma21@gmail.com>
Co-authored-by: Tanmay Deep Sharma <32020192+tds-1@users.noreply.github.com>
2026-07-02 16:06:11 +05:30
Sony Mathew
7bf76057c2 fix: SLA handling for blocked contacts (#14861)
# Pull Request Template

## Description

Blocked contacts are now excluded from SLA assignment, processing,
reports, and conversation SLA UI while they remain blocked. Existing SLA
records are preserved, and SLA behavior resumes if the contact is
unblocked.

Fixes
https://linear.app/chatwoot/issue/CW-7435/sla-should-not-trigger-for-blocked-contacts

## Type of change

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

## How Has This Been Tested?

- `bundle exec rspec spec/enterprise/models/conversation_spec.rb
spec/enterprise/models/applied_sla_spec.rb
spec/enterprise/services/enterprise/action_service_spec.rb
spec/enterprise/services/sla/evaluate_applied_sla_service_spec.rb
spec/enterprise/jobs/sla/process_account_applied_slas_job_spec.rb
spec/enterprise/controllers/api/v1/accounts/applied_slas_controller_spec.rb
spec/enterprise/controllers/api/v1/accounts/conversations_controller_spec.rb
spec/enterprise/controllers/enterprise/api/v1/accounts/conversations_controller_spec.rb
spec/enterprise/presenters/conversations/event_data_presenter_spec.rb` —
78 examples, 0 failures
- `bundle exec rubocop
enterprise/app/controllers/api/v1/accounts/applied_slas_controller.rb
enterprise/app/jobs/sla/process_account_applied_slas_job.rb
enterprise/app/models/applied_sla.rb
enterprise/app/models/enterprise/concerns/conversation.rb
enterprise/app/presenters/enterprise/conversations/event_data_presenter.rb
enterprise/app/services/enterprise/action_service.rb
enterprise/app/services/sla/evaluate_applied_sla_service.rb
lib/tasks/apply_sla.rake
spec/enterprise/controllers/api/v1/accounts/applied_slas_controller_spec.rb
spec/enterprise/controllers/api/v1/accounts/conversations_controller_spec.rb
spec/enterprise/controllers/enterprise/api/v1/accounts/conversations_controller_spec.rb
spec/enterprise/jobs/sla/process_account_applied_slas_job_spec.rb
spec/enterprise/models/applied_sla_spec.rb
spec/enterprise/models/conversation_spec.rb
spec/enterprise/presenters/conversations/event_data_presenter_spec.rb
spec/enterprise/services/enterprise/action_service_spec.rb
spec/enterprise/services/sla/evaluate_applied_sla_service_spec.rb` — no
offenses
- `pnpm exec vitest --no-watch --no-cache --no-coverage
app/javascript/dashboard/components/widgets/conversation/specs/ConversationCard.spec.js`
— 2 tests passed
- `pnpm exec eslint
app/javascript/dashboard/components-next/Conversation/ConversationCard/CardMessagePreviewWithMeta.vue
app/javascript/dashboard/components-next/Conversation/ConversationCard/ConversationCardExpanded.vue
app/javascript/dashboard/components/widgets/conversation/ConversationCard.vue
app/javascript/dashboard/components/widgets/conversation/ConversationHeader.vue
app/javascript/dashboard/components/widgets/conversation/specs/ConversationCard.spec.js`
— passed with existing raw-text warnings in `ConversationHeader.vue`
- `git diff --cached --check` — clean

## 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: Muhsin Keloth <muhsinkeramam@gmail.com>
2026-07-02 14:16:29 +05:30
Tanmay Deep Sharma
a3c7f3b204 fix: finalize WhatsApp calls when terminate webhook overtakes connect (#14836)
## Description

Some inbound WhatsApp calls stayed stuck in "ringing" forever. When a
caller hung up within ~1s of dialing, Meta delivered the terminate
webhook before the connect webhook. The terminate arrived with no call
record yet and was dropped, then connect created the call in ringing
with nothing left to close it. These calls now correctly land as missed
(no_answer), and an agent who taps Accept on a call that already ended
gets a clean "call ended" instead of a generic error.

## Type of change

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

## How Has This Been Tested?

- local UI testing

## 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
2026-07-02 13:58:36 +05:30
Pranav
49b0ab0e1f fix: Consider business hours when computing SLA breaches (#13392)
- Fixes SLA breach computation to respect the "Only during business
hours" setting
- Backend now pre-computes SLA deadlines, simplifying frontend logic

## How it works

Before: SLA deadlines were calculated using wall-clock time, ignoring
business hours.

After: When an SLA policy has "Only during business hours" enabled and
the inbox has working hours configured, the deadline is calculated by
adding threshold time only during business hours.


**How you check if a conversation has a SLA hit or miss?**

<img width="474" height="510" alt="Screenshot 2026-01-28 at 7 06 53 PM"
src="https://github.com/user-attachments/assets/54ec8581-18b8-45c6-a356-de8c778ea78d"
/>


**Example:**
- Conversation created: Friday 4:30 PM
- FRT threshold: 1 hour
- Business hours: Mon-Fri 9 AM - 5 PM

| | Breach time |
|--|--|
| Before | Friday 5:30 PM |
| After | Monday 9:30 AM |

## Test plan

- [x] Create an SLA policy with "Only during business hours" enabled
- [x] Configure inbox with business hours (e.g., Mon-Fri 9-5)
- [x] Conversation created during business hours
  - Create a conversation on Wednesday 10:00 AM UTC
- Expected: FRT deadline shows Wednesday 12:00 PM UTC (2 business hours
later)
- [x] Conversation created before business hours
  - Create a conversation on Wednesday 7:00 AM UTC
- Expected: FRT deadline shows Wednesday 11:00 AM UTC (counting starts
at 9 AM)
- [x] Conversation created after business hours
  - Create a conversation on Wednesday 6:00 PM UTC
- Expected: FRT deadline shows Thursday 11:00 AM UTC (counting starts
next day 9 AM)
- [x] Conversation created on weekend
  - Create a conversation on Saturday 10:00 AM UTC
  - Expected: FRT deadline shows Monday 11:00 AM UTC (skips weekend)
- [x] Threshold spans weekend
  - Create a conversation on Friday 4:00 PM UTC with 2-hour FRT
- Expected: FRT deadline shows Monday 10:00 AM UTC (1h Friday + 1h
Monday)
- [x] SLA without business hours
  - Create an SLA policy with only_during_business_hours: false
  - Create a conversation on Friday 4:00 PM UTC with 2-hour FRT
  - Expected: FRT deadline shows Friday 6:00 PM UTC (wall-clock time)
- [x] All Day marked as closed_all_day
  - Create a conversation on Tuesday 4:00 PM UTC with 2-hour FRT
  - Expected: FRT deadline shows Thursday 10:00 AM UTC
- [x] All Day marked as open_all_day
  - Create a conversation on Saturday 10:00 AM UTC with 2-hour FRT
  - Expected: FRT deadline shows Saturday 12:00 PM UTC 
- [x] UI displays correct countdown
  - Verify conversation card shows correct SLA timer
  - Verify timer shows flame icon when breached
  - Verify timer shows alarm icon when within threshold
  - Time updates automatically when time passes
- [x] Verify the breach with a different timezone than your local
timezone

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
Co-authored-by: Sony Mathew <sony@chatwoot.com>
Co-authored-by: Sony Mathew <2040199+sony-mathew@users.noreply.github.com>
2026-07-02 13:33:22 +05:30
Shivam Mishra
8670f66155 feat: broaden search scope for help center generation (#14880)
**Broaden the Firecrawl `map` search term list so help-center onboarding
doesn't skip sites with non-standard docs paths**

Help-center onboarding was skipping ~70% of new accounts, and ~60% of
those skips came from a single failure: `"map returned no links"`. The
root cause was an overly narrow hardcoded search query passed to
Firecrawl's `map` endpoint.

The curator (`Onboarding::HelpCenterCurator`) calls `Firecrawl.map(url,
search: MAP_SEARCH)` to discover candidate pages before the LLM curation
step. `MAP_SEARCH` was hardcoded to `"docs help support faq"` — a 4-term
list that only matched sites whose help content sat at `/docs`, `/help`,
`/support`, or `/faq`. Sites using `/resources`, `/guides`, `/kb`,
`/articles`, `/handbook`, `/learn`, `/how-to`, `/tutorial`,
`/troubleshooting`, or a docs subdomain found nothing, so the job raised
`CurationSkipped` and left the portal empty.

Firecrawl's `search` param is a grep-style substring filter across URL,
title, and description (not a semantic query), so the fix is to broaden
the term list rather than drop it. The LLM curator downstream
(`Captain::Llm::HelpCenterCurationService`) already filters returned
links by quality — it has the full URL-path-priority prompt and a
25-article hard ceiling — so a wider crawl net is safe and doesn't
change the final article quality bar.

**What changed**

- `enterprise/app/services/onboarding/help_center_curator.rb`:
`MAP_SEARCH` broadened from `"docs help support faq"` to a 13-term list
covering common help-content path hints. Comment added documenting why
the term list exists and that the LLM curator does the real filtering.
2026-06-30 14:37:15 +05:30
Aakash Bakhle
ce2e10e89e fix: tighten captain v2 (#14883)
# Pull Request Template

## Description

Tightens v2 prompt and config to match v1

## Type of change

Please delete options that are not relevant.

- [x] 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.
locally

## 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
2026-06-30 14:20:54 +05:30
Aakash Bakhle
7522457740 feat: v2 - generations get trace level attributes (#14878)
# Pull Request Template

~~Note: merge only after https://github.com/chatwoot/ai-agents/pull/74
has been merged~~

## Description

Before:
<img width="436" height="617" alt="image"
src="https://github.com/user-attachments/assets/fd5be8dc-abab-4e01-b251-366648b998ea"
/>


After:
<img width="446" height="577" alt="image"
src="https://github.com/user-attachments/assets/8d96d2f2-c126-4cca-b3a2-f2a62b204adf"
/>


<img width="441" height="558" alt="image"
src="https://github.com/user-attachments/assets/89da4157-48a5-4fdc-9c67-9bf987e31638"
/>



## Type of change

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

## 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.

locally and 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
- [ ] 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: Sony Mathew <sony@chatwoot.com>
2026-06-29 13:50:17 +05:30
Sojan Jose
d0b1c055e8 chore: Track cloud plan activation conversions (#14834)
## Summary
- track cloud plan activation conversions when an attributed account
moves from the configured default cloud plan to a paid plan
- use the Stripe webhook event time as the activation timestamp so the
30-day signup attribution window reflects the actual upgrade event
- send the Stripe subscription amount and currency for the conversion
value
- mark the account attribution after enqueueing so later plan updates do
not send duplicate activation conversions

## Notes
- Marketing tracker: https://linear.app/chatwoot/issue/MAR-113
- Cloud implementation: https://linear.app/chatwoot/issue/LEA-34
- Stripe billing stays responsible for subscription state and value
calculation.
- Cloud plan activation conversion tracking is handled by a small
dedicated service that owns the activation rule, duplicate marker, and
conversion enqueue.
- Website attribution cookie capture remains separate in the marketing
attribution service.
- There is no frontend change and no new user-facing configuration.
- Conversion upload still no-ops outside Chatwoot Cloud and when
attribution has no supported click identifier.
2026-06-25 18:41:43 -07:00
Sony Mathew
cf134deb37 fix: Preserve Captain LLM defaults (#14858)
# Pull Request Template

## Description

Adjusts the Captain LLM feature defaults after feature routing so the
defaults stay intentional and avoid unintended high-cost model upgrades.
Assistant, copilot, and onboarding content generation now default to
`gpt-4.1`; audio transcription keeps `gpt-4o-mini-transcribe` as the
default while exposing `whisper-1` as an available account override
option.

Related: https://linear.app/chatwoot/issue/CW-7425/test-new-models

## Type of change

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

## How Has This Been Tested?

- `ruby -ryaml -e 'yaml = YAML.load_file("config/llm.yml"); features =
yaml.fetch("features"); models = yaml.fetch("models"); features.each {
|name, cfg| missing = Array(cfg["models"]) - models.keys; raise
"#{name}: missing #{missing.join(",")}" if missing.any?; raise "#{name}:
default not in models" unless
Array(cfg["models"]).include?(cfg["default"]) }'`
- `node -e
"JSON.parse(require('fs').readFileSync('app/javascript/dashboard/i18n/locale/en/settings.json',
'utf8'))"`
- `pnpm exec prettier --check
app/javascript/dashboard/i18n/locale/en/settings.json`
- `bundle exec rspec spec/lib/llm/feature_router_spec.rb
spec/enterprise/services/llm/base_ai_service_spec.rb
spec/enterprise/models/concerns/agentable_spec.rb
spec/enterprise/services/messages/audio_transcription_service_spec.rb
spec/models/concerns/captain_featurable_spec.rb
spec/models/account_spec.rb
spec/controllers/api/v1/accounts/captain/preferences_controller_spec.rb
spec/controllers/super_admin/accounts_controller_spec.rb`
- `bundle exec rspec
spec/enterprise/services/captain/llm/article_translation_service_spec.rb
spec/enterprise/services/messages/audio_transcription_service_spec.rb
spec/enterprise/services/llm/base_ai_service_spec.rb`
- `RUBOCOP_CACHE_ROOT=/private/tmp/rubocop_cache bundle exec rubocop
enterprise/app/services/captain/llm/article_translation_service.rb
enterprise/app/services/messages/audio_transcription_service.rb
spec/enterprise/services/captain/llm/article_translation_service_spec.rb
spec/enterprise/services/llm/base_ai_service_spec.rb
spec/enterprise/services/messages/audio_transcription_service_spec.rb`
- `git diff --check`

## 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
2026-06-25 21:35:09 +05:30
Sony Mathew
4e26c5b4bb feat: Route system LLM jobs (4/6) (#14843)
## Description

Routes the remaining system-only and legacy-sensitive LLM jobs through
feature-level model configuration, while preserving system credential
usage and usage-accounting behavior. This adds dedicated defaults for
help center article generation, onboarding content generation, query
translation, transcription, and search embeddings so these flows can be
configured per account without falling back to installation-wide model
settings.

Fixes https://linear.app/chatwoot/issue/CW-7425/test-new-models

## Type of change

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

Verified the feature routing defaults and account overrides for the
touched Captain/system LLM paths, including the legacy OpenAI
transcription and paginated FAQ services.

- `eval "$(rbenv init -)" && bundle exec rspec
spec/lib/captain/base_task_service_spec.rb spec/lib/llm/models_spec.rb
spec/models/concerns/captain_featurable_spec.rb
spec/controllers/api/v1/accounts/captain/preferences_controller_spec.rb
spec/enterprise/services/captain/llm/paginated_faq_generator_service_spec.rb
spec/enterprise/services/captain/llm/pdf_processing_service_spec.rb
spec/enterprise/services/messages/audio_transcription_service_spec.rb
spec/enterprise/services/onboarding/help_center_article_builder_spec.rb
spec/enterprise/services/captain/onboarding/website_analyzer_service_spec.rb`
- `eval "$(rbenv init -)" && bundle exec rubocop
app/controllers/api/v1/accounts/captain/preferences_controller.rb
app/models/concerns/account_settings_schema.rb
lib/captain/base_task_service.rb
enterprise/app/services/captain/llm/article_translation_service.rb
enterprise/app/services/captain/llm/article_writer_service.rb
enterprise/app/services/captain/llm/embedding_service.rb
enterprise/app/services/captain/llm/help_center_curation_service.rb
enterprise/app/services/captain/llm/paginated_faq_generator_service.rb
enterprise/app/services/captain/llm/translate_query_service.rb
enterprise/app/services/captain/llm/widget_tagline_service.rb
enterprise/app/services/captain/onboarding/website_analyzer_service.rb
enterprise/app/services/messages/audio_transcription_service.rb
spec/enterprise/services/messages/audio_transcription_service_spec.rb
spec/lib/captain/base_task_service_spec.rb`
- `ruby -e "require 'yaml'; config = YAML.load_file('config/llm.yml');
%w[document_faq_generation help_center_article_generation
onboarding_content_generation help_center_query_translation
audio_transcription help_center_search].each { |feature| abort(%(missing
#{feature})) unless config.dig('features', feature) }; abort('wrong
article default') unless config.dig('features',
'help_center_article_generation', 'default') == 'gpt-5.2'; puts 'llm.yml
ok'"`
- `git diff --check`

## 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
2026-06-25 17:37:45 +05:30
Sony Mathew
43e0f8a141 feat: Route Enterprise LLM services (3/6) (#14841)
# Pull Request Template

## Description

Routes Enterprise assistant, copilot, FAQ, contact memory,
action-classifier, and false-promise detector LLM paths through
feature-specific model resolution. `Llm::BaseAiService` now accepts
feature/account context and uses `Llm::FeatureRouter` when that context
is present, while retaining the installation-model fallback for
unmigrated callers. This also adds a `document_faq_generation` feature
default for generative FAQ/document content.

Linear: https://linear.app/chatwoot/issue/CW-7425/test-new-models
Depends on #14840

## Type of change

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

- `bundle exec rspec spec/lib/llm/models_spec.rb
spec/enterprise/services/llm/base_ai_service_spec.rb
spec/enterprise/services/captain/copilot/chat_service_spec.rb
spec/enterprise/services/captain/llm/assistant_chat_service_spec.rb
spec/enterprise/services/captain/llm/faq_generator_service_spec.rb
spec/enterprise/services/captain/llm/conversation_faq_service_spec.rb
spec/enterprise/services/captain/llm/assistant_action_classifier_service_spec.rb
spec/enterprise/services/captain/llm/assistant_false_promise_service_spec.rb
spec/enterprise/jobs/captain/conversation/response_builder_job_spec.rb`
passed with 112 examples, 0 failures.
- `bundle exec rspec spec/models/concerns/captain_featurable_spec.rb
spec/models/account_spec.rb
spec/controllers/api/v1/accounts/captain/preferences_controller_spec.rb
spec/lib/llm/feature_router_spec.rb` passed with 87 examples, 0
failures.
- `bundle exec rubocop enterprise/app/services/llm/base_ai_service.rb
enterprise/app/services/captain/copilot/chat_service.rb
enterprise/app/services/captain/llm/assistant_chat_service.rb
enterprise/app/services/captain/llm/faq_generator_service.rb
enterprise/app/services/captain/llm/conversation_faq_service.rb
enterprise/app/services/captain/llm/contact_notes_service.rb
enterprise/app/services/captain/llm/contact_attributes_service.rb
enterprise/app/services/captain/llm/assistant_action_classifier_service.rb
enterprise/app/services/captain/llm/assistant_false_promise_service.rb
spec/enterprise/services/llm/base_ai_service_spec.rb
spec/enterprise/services/captain/copilot/chat_service_spec.rb
spec/enterprise/services/captain/llm/assistant_chat_service_spec.rb
spec/enterprise/services/captain/llm/faq_generator_service_spec.rb
spec/enterprise/services/captain/llm/conversation_faq_service_spec.rb
spec/enterprise/services/captain/llm/assistant_action_classifier_service_spec.rb
spec/enterprise/services/captain/llm/assistant_false_promise_service_spec.rb
spec/enterprise/jobs/captain/conversation/response_builder_job_spec.rb`
passed with no offenses.
- `bundle exec ruby -e "require 'yaml'; config =
YAML.load_file('config/llm.yml'); abort('missing
document_faq_generation') unless config.dig('features',
'document_faq_generation'); abort('missing default') unless
config.dig('features', 'document_faq_generation', 'default'); puts
'llm.yml ok'"` passed.
- `git diff --check` passed.

## 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
2026-06-25 17:03:07 +05:30
Sojan Jose
0849d2e070 chore: Track cloud signup conversions (#14852)
## Summary
- enqueue `cloud_signup` conversion tracking after website attribution
is stored on a new cloud account
- keep authenticated add-workspace requests out of
attribution/conversion tracking
- reuse the existing marketing conversion tracking service and config
already available on `develop`

## Notes
- This PR only wires the signup path.
- Billing/plan activation conversion tracking is intentionally left out
for a separate rollout.
- The conversion service still no-ops outside Chatwoot Cloud and when
stored attribution has no supported click identifier.
2026-06-24 20:04:42 -07:00
Sojan Jose
cd1a214d98 chore: Add marketing conversion tracking foundation (#14851)
## Summary

Adds the minimal foundation for Cloud marketing conversion tracking:

- locked internal installation config for conversion tracking
credentials and event mappings
- generic background job and service for uploading conversion events
from stored attribution
- focused coverage for Cloud gating, click-id selection, payload shape,
and optional conversion value

This PR intentionally does not wire signup or plan activation yet. The
next step is to validate the service from Rails console against existing
attributed accounts, then add the event hooks in a follow-up PR.

## Notes

The config remains locked and is surfaced under the Internal settings
group next to the existing Cloud plan configuration. The service assumes
the locked config is present and valid; config mistakes should surface
instead of being silently ignored.
2026-06-24 18:27:02 -07:00
Aakash Bakhle
0af9900be2 fix: model for false promise harness (#14824)
fixes model for false promise harness
2026-06-23 18:42:34 +05:30
Aakash Bakhle
1c7e60880d fix: add harness on false promises (#14672)
# Pull Request Template

## Description


https://linear.app/chatwoot/issue/AI-179/false-promise-soft-handoff-guard

## Type of change

- [x] 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.

Against negative cases identified by evals

## 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
2026-06-23 16:30:14 +05:30
Tanmay Deep Sharma
df79c0bbde feat: exclude stale conversations via assignment policy age threshold (#14766)
## Linear ticket
-
https://linear.app/chatwoot/issue/CW-7137/assignment-v2-backlog-flush-overloads-agents

## Description

Assignment policies now skip stale unassigned conversations
automatically. Each policy carries an age threshold (defaults to 7
days), so auto-assignment only picks up recent backlog instead of
draining very old, forgotten conversations. The threshold is
configurable per policy and can be cleared to assign conversations
regardless of age. Previously this control existed only on Enterprise
capacity policies (`exclude_older_than_hours`); it now lives on the
assignment policy itself, so every V2 inbox benefits without needing a
capacity policy.

## Type of change

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

## How Has This Been Tested?

- Local UI flows

## Screenshots? 

<img width="645" height="822" alt="image"
src="https://github.com/user-attachments/assets/ec58db86-c1fa-4f9e-be87-2e24ff02e077"
/>


## 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: Sony Mathew <sony@chatwoot.com>
2026-06-23 12:22:45 +05:30