This PR adds outcome-based reporting builders for the redesigned Captain
overview, resolution flow, and resolution trend. These builders are not
wired to controllers or the frontend yet, so the existing Captain
metrics remain unchanged.
## AssistantOverviewStatsBuilder
Builds current and previous reporting-window metrics, including the
comparison trend, for the overview and CSAT cards.
| Statistic | Description |
| --- | --- |
| Conversations handled | Counts outcome episodes in which Captain
replied or performed a non-usage-limit handoff. |
| Auto-resolution rate | Shows autonomous resolutions as a percentage of
conversations handled. |
| Autonomous resolutions | Counts episodes resolved by Captain without a
handoff or an earlier human reply. |
| Handoff rate | Shows involved handoffs as a percentage of
conversations handled. |
| Handoff count | Counts involved handoffs while excluding demand
blocked by usage limits. |
| Hours saved | Estimates displaced agent effort from Captain's public
replies at two minutes per reply. |
| Reopen rate | Shows the share of autonomous resolutions followed by
another episode. |
| Conversation depth | Shows the average number of public Captain
replies per replied-to conversation. |
| Durable resolution rate | Shows autonomous resolutions that remained
closed for at least seven days among resolutions old enough to assess. |
| Autonomous CSAT score | Averages CSAT ratings from conversations
resolved autonomously by Captain. |
| Assisted CSAT score | Averages CSAT ratings from resolved
conversations where Captain participated alongside a human. |
| Human-only CSAT score | Averages account CSAT from conversations where
Captain never participated. |
| Median resolution time | Reports the median elapsed seconds from
demand start to resolution for handled episodes. |
## AssistantResolutionFlowBuilder
Builds the current-window Sankey data and a matching handoff-reason
distribution from the same outcome cohort.
| Statistic | Description |
| --- | --- |
| Conversations handled | Provides the Sankey entry count for episodes
where Captain participated. |
| Resolved by Captain | Counts handled episodes resolved autonomously by
Captain. |
| Handed off | Counts handled episodes transferred to a human for a
non-usage-limit reason. |
| Closed with team | Counts handled episodes outside the
autonomous-resolution and handoff branches. |
| Reopened within seven days | Counts Captain resolutions followed by a
new episode before the seven-day durability boundary. |
| Stayed closed | Counts Captain resolutions with no reopen inside seven
days. |
| Handoff reason nodes | Shows the two largest handoff categories and
combines the remainder as other reasons. |
| Handoff distribution | Returns every involved handoff category with
its count and percentage, including unclassified handoffs. |
## AssistantResolutionTrendStatsBuilder
Builds a zero-filled, timezone-aware resolution series in one outcome
query, using daily buckets for windows of 15 days or less and weekly
buckets for longer windows.
| Statistic | Description |
| --- | --- |
| Granularity | Identifies whether the response contains daily or weekly
buckets. |
| Bucket range | Returns the start and end date represented by each
bucket. |
| Conversations handled | Counts Captain-involved outcome episodes whose
demand started in each bucket. |
| Resolved by Captain | Counts autonomously resolved outcome episodes
whose demand started in each bucket. |
Custom Roles is a premium feature, but the account's `custom_roles` flag
was never checked by the API. An account on a plan without Custom Roles
— or one whose plan was downgraded and had the flag revoked — could
still list, create, edit and delete custom roles, and could still attach
a `custom_role_id` to an agent through the agents API. Both paths now
require the feature.
## How to reproduce
1. Disable the `custom_roles` feature for an account (Super Admin →
Account → Features, or a plan downgrade).
2. `GET /api/v1/accounts/{id}/custom_roles` — returns 200 with the
account's roles instead of denying.
3. `PATCH /api/v1/accounts/{id}/agents/{agent_id}` with `custom_role_id`
— the role is assigned.
## What changed
- `Api::V1::Accounts::CustomRolesController` gains a
`ensure_custom_roles_feature_enabled` guard, matching the shape already
used by the SLA policies controller.
-
`Enterprise::Api::V1::Accounts::AgentsController#associate_agent_with_custom_role`
ignores `custom_role_id` when the feature is off, rather than writing
it.
Existing custom role assignments are deliberately left untouched — they
are evaluated at request time by `Enterprise::AccountUser#permissions`
and the conversation policy, where custom roles mostly *narrow* an
agent's scope. Dropping them on revocation would widen conversation
visibility for restricted agents, which is a separate product decision.
---------
Co-authored-by: Vishnu Narayanan <iamwishnu@gmail.com>
The Captain agents overview now defaults to the last 7 days instead of
this month, so the page opens on a more recent and actionable window.
## What changed
- Overview page, range selector, and welcome card default to `7`.
- Backend `Captain::AssistantStatsWindow::DEFAULT_RANGE` changed from
`30` to `7`, so requests without a `range` param (or with invalid
values) also resolve to the last 7 days.
## How to test
- Open Captain → Overview: the range selector should show "Last 7 days"
by default and metrics should reflect that window. Other ranges continue
to work as before.
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Captain now groups recurring questions from resolved conversations into
FAQ suggestions and orders them by the number of source conversations.
Agents can view suggestions and open source conversations they can
access. Administrators can edit, approve, or dismiss suggestions.
The old pending FAQ flow is removed. The Captain overview and FAQ page
now use open suggestion counts and link to the same review page.
Approved FAQs remain unchanged.
## Depends on
#14979
## Closes
https://linear.app/chatwoot/issue/CW-7496/fe-and-ux
## How to test
1. Open Captain and choose an assistant with open FAQ suggestions.
2. Open FAQ suggestions from the overview or the FAQ banner. Confirm
that suggestions are ordered by conversation count.
3. Switch assistants without leaving the page. Confirm that the previous
results clear and the new assistant results load.
4. Search for suggestions and move between pages. Change the search or
page again before the first request finishes, and confirm that the
latest request controls the results and loading state.
5. Open a suggestion and review its source conversations.
6. Make the source conversation request fail. Confirm that the dialog
keeps the error visible and that Retry loads the sources.
7. Sign in as an agent. Confirm that you can read suggestions and source
conversations you can access, but cannot edit, approve, or dismiss
suggestions.
8. Sign in as an administrator. Edit and save a suggestion, approve one
suggestion, and dismiss another.
9. Confirm that the approved suggestion appears in the assistant FAQ
list.
10. Open the old pending FAQ URL and confirm that it redirects to FAQ
suggestions.
## What changed
1. Added the FAQ suggestion list, cards, search, pagination, and empty
state.
2. Added a review dialog with source conversation links, a clear error
message, and a Retry button.
3. Added edit, approve, and dismiss actions for administrators.
4. Removed the old pending FAQ status, count, page, and bulk approval
action.
5. Updated the Captain overview and FAQ banner to use open suggestion
counts and link to FAQ suggestions.
6. Made each FAQ page load data for the selected assistant and ignore
results from older requests.
7. Kept the old pending FAQ URL as a redirect so saved links continue to
work.
---------
Co-authored-by: Sony Mathew <sony@chatwoot.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
This improves the Captain overview by loading reporting metrics and FAQ
stats from separate endpoints. Range changes now refresh only the
metrics, while reopen-rate calculation reuses the resolved conversation
count to avoid redundant database queries.
## What changed
- Split Captain overview metrics and FAQ stats into separate APIs.
- Fetch FAQ stats independently from range-based metrics.
- Reuse resolved conversation totals when calculating reopen rate.
- Skip the reopen query when there are no resolved conversations.
This PR adds a Captain Assistant **Overview** page to show some KPI
metrics (conversations handled, auto-resolution, handoff, hours saved,
reopen-after-resolve, conversation depth) with trend deltas vs the
previous window, a real knowledge card, and a lazily-loaded, cached LLM
welcome summary.
### Highlights
- **Two contextual banners** on the overview:
- **Inbox banner** — prompts the user to connect an inbox when the
assistant has none, so it can actually do work.
- **Coverage banner** — warns when FAQ coverage is below 85% with more
than 100 responses pending review, linking straight to the pending
queue. Dismissal persists per-assistant for 24h via localStorage.
- **Batched stats builder** (`Captain::AssistantStatsBuilder`) computes
both windows in single FILTER-aggregated scans to cut round trips,
behind new `stats`/`summary` endpoints.
- **Cards included but intentionally left dummy / not rendered yet:**
`ResponseQualityCard` (flagged responses) and `CreditUsageCard` (credit
usage + daily chart). Credits are an account-wide counter with no
per-assistant or daily history, so there is no real data to back them
yet; they ship in the codebase but are not wired into the page.
### Index migration
- Replaces `index_messages_on_sender_type_and_sender_id` with
`index_messages_on_sender_and_created` `(sender_type, sender_id,
created_at)`.
- **Why it helps:** the per-assistant windowed lookups filter `sender_*`
*and* a `created_at` range. The old 2-column index matched every
lifetime row for the assistant and filtered the time slice at the heap
(~89% of rows discarded); adding `created_at` as a range column lets
Postgres scan only the window, and fixes the row-count estimate so the
planner picks a hash join over a nested loop on `reporting_events`.
- **Why dropping the old index is safe:** the new index is a left-prefix
superset `(sender_type, sender_id, ...)`, so every query the old one
served is still served. No code references it by name, and dropping it
keeps write amplification on `messages` neutral. Built/dropped with
`CONCURRENTLY` and `if_not_exists`/`if_exists` guards.
## Preview
<img width="2572" height="1754" alt="CleanShot 2026-06-29 at 22 38
51@2x"
src="https://github.com/user-attachments/assets/3798d09e-7850-48e4-b2cd-508533f15cea"
/>
## Banners
#### Inbox connect alert
<img width="2178" height="612" alt="CleanShot 2026-06-30 at 14 26 55@2x"
src="https://github.com/user-attachments/assets/373c371c-bb7d-4291-a0f9-620673078302"
/>
#### Coverage alert
<img width="2178" height="612" alt="CleanShot 2026-06-30 at 14 25 41@2x"
src="https://github.com/user-attachments/assets/e12d6308-11b6-4ba2-88a2-8a3077dd3e8f"
/>
---------
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
This PR adds a reload-safe onboarding Help Center generation status
path. Previously, generation progress was pushed through ActionCable,
which meant the onboarding UI could lose context after a page reload or
missed websocket event. The new endpoint exposes the current generation
id, raw Redis generation state, and Help Center article/category counts
so clients can recover state by fetching from the backend.
**What changed**
- Added an onboarding Help Center generation status endpoint.
- Persisted `help_center_generation_id` when generation is enqueued.
- Removed Help Center generation ActionCable broadcasts completely.
- Kept generation progress in Redis as the backend source of truth.
- Kept Help Center generation out of the onboarding hot path; the
existing onboarding controller does not start generation yet.
**How to test**
1. Start Help Center generation for an account.
2. Fetch the onboarding generation status endpoint and verify it returns
the generation id, Redis state, and article/category counts.
3. Reload the onboarding UI or client state and fetch again to confirm
progress can be recovered without relying on websocket events.
4. Verify skipped/completed generation states are reflected from Redis.
## Related PRs
- https://github.com/chatwoot/chatwoot/pull/14569
- https://github.com/chatwoot/chatwoot/pull/14568
- https://github.com/chatwoot/chatwoot/pull/14567
- https://github.com/chatwoot/chatwoot/pull/14619
- https://github.com/chatwoot/chatwoot/pull/14565 (Primary onboarding
PR)
Agents with limited custom roles were receiving notifications (creation,
assignment, mentions, new messages, SLA) for conversations they couldn't
actually open. For example, an agent whose custom role only grants
`conversation_unassigned_manage` was getting notified about
conversations assigned to other agents.
Notifications now go through the same `ConversationPolicy#show?` check
that gates the conversation view itself, so an agent only gets notified
for conversations they're permitted to see. Administrators and agents
without custom roles are unaffected.
---------
Co-authored-by: Sojan Jose <sojan@pepalo.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
SAML sign-in now only links an existing user when that user already
belongs to the account that initiated SSO. New users can still be
created for SAML-enabled accounts, and invited members can continue to
sign in through their IdP, but SAML will no longer auto-attach an
unrelated existing user record during login.
**What changed**
- Added an account-membership check before SAML reuses an existing user
by email.
- Kept first-time SAML user creation unchanged for valid new users.
- Added builder and request specs covering the allowed and rejected
login paths.
