This upgrades Chatwoot to Rails 7.2.3.1 while retaining the current
Rails 7.0 framework defaults, so the runtime upgrade can be deployed and
observed independently from default-behavior changes.
## What changed
- Upgrade Rails and the compatible dependency set to Rails 7.2.3.1.
- Keep `config.load_defaults 7.0` for a staged, lower-risk rollout.
- Replace the unmaintained Azure Active Storage fork with the maintained
`azure-blob` adapter while preserving the `microsoft` service name.
- Pin Sidekiq 7.3.10 with `connection_pool` 2.x after validating
scheduled-job execution against Redis.
- Update Rails 7.2 compatibility surfaces in Active Record, strong
parameters, migrations, storage, and tests.
- Add read-only production preflight checks, an opt-in Active Storage
smoke script, a deployment runbook, and the full Rails 7.2/8.0/8.1
assessment.
## How to test
1. Sign in and verify the dashboard and conversation UI load normally.
2. Open the agent-management modal and confirm agent data is rendered.
3. Create an API inbox and wait for the asynchronous deletion flow to
complete.
4. Open Super Admin pages, including instance status and account-user
management.
5. Upload and download an attachment using the configured Active Storage
service.
6. Confirm recurring Sidekiq Cron jobs register and execute after
startup.
## Rollout
Follow `docs/rails_upgrades/7_2.md` for pre-deploy checks, deployment
order, smoke tests, monitoring, and rollback. Run `bundle exec rails
runner script/rails_upgrade/preflight.rb` against a
production-equivalent environment before rollout.
## Tracking
- [CW-5863 — Upgrade Rails to
8+](https://linear.app/chatwoot/issue/CW-5863/upgrade-rails-to-8)
- [Rails 7.2 to 8.1 upgrade and production rollout
plan](https://linear.app/chatwoot/document/chatwoot-rails-72-to-81-upgrade-and-production-rollout-plan-44e9f4964cb2)
---------
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
Co-authored-by: Sony Mathew <2040199+sony-mathew@users.noreply.github.com>
Co-authored-by: Sony Mathew <sony@chatwoot.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Adds storage support for WhatsApp business-scoped user identifiers
received from Meta Cloud API and Twilio WhatsApp webhooks. The change
keeps existing phone-based behavior intact, stores BSUID and parent
BSUID values as additional `contact_inboxes.source_id` rows for the same
contact, and allows BSUID-only inbound messages to create contacts,
conversations, and messages without requiring a phone number.
Related: https://github.com/chatwoot/chatwoot/issues/13837
**What changed**
- Extended WhatsApp source ID validation to accept regular BSUID and
parent BSUID formats.
- For Meta Cloud API, stores phone, `user_id`, and `parent_user_id`
identifiers as contact inbox source IDs when they are present.
- For Twilio WhatsApp, stores phone, `ExternalUserId`, and
`ParentExternalUserId` identifiers as contact inbox source IDs while
preserving the existing `whatsapp:` Twilio source ID shape.
- Supports BSUID-only inbound messages by creating a contact, contact
inbox, conversation, and message even when the phone number is missing.
- Links phone-first and later BSUID-only messages to the same contact
when the first payload contains both phone and BSUID.
- Stores WhatsApp usernames in contact `additional_attributes`, matching
existing social channel patterns.
- Keeps existing phone-based outbound and new-conversation behavior
unchanged for this milestone.
**How to test**
1. Send a Meta Cloud webhook payload with both `wa_id` and `user_id`.
2. Verify Chatwoot creates or finds the phone `contact_inbox` and also
creates a BSUID `contact_inbox` for the same contact.
3. Send a later Meta Cloud payload for the same user with only `user_id`
/ `from_user_id`.
4. Verify Chatwoot finds the BSUID `contact_inbox` and creates the
inbound message without requiring a phone number.
5. Send a Twilio WhatsApp webhook with `From: whatsapp:+E164`,
`ExternalUserId`, and optionally `ParentExternalUserId`.
6. Verify Chatwoot stores the Twilio phone and BSUID identifiers as
`whatsapp:`-prefixed source IDs for the same contact.
7. Send a Twilio WhatsApp webhook where `From` is `whatsapp:<BSUID>` and
there is no phone number.
8. Verify Chatwoot creates the contact, contact inbox, conversation, and
message without a phone number.
---------
Co-authored-by: Muhsin <12408980+muhsin-k@users.noreply.github.com>
Upgrade rails to 7.2.2 so that we can proceed with the rails 8 upgrade
afterwards
# Changelog
- `.circleci/config.yml` — align CI DB setup with GitHub Actions
(`db:create` + `db:schema:load`) to avoid trigger-dependent prep steps.
- `.rubocop.yml` — add `rubocop-rspec_rails` and disable new cops that
don't match existing spec style.
- `AGENTS.md` — document that specs should run without `.env` (rename
temporarily when present).
- `Gemfile` — upgrade to Rails 7.2, switch Azure storage gem, pin
`commonmarker`, bump `sidekiq-cron`, add `rubocop-rspec_rails`, and
relax some gem pins.
- `Gemfile.lock` — dependency lockfile updates from the Rails 7.2 and
gem changes.
- `app/controllers/api/v1/accounts/integrations/linear_controller.rb` —
stringify params before passing to the Linear service to keep key types
stable.
- `app/controllers/super_admin/instance_statuses_controller.rb` — use
`MigrationContext` API for migration status in Rails 7.2.
- `app/models/installation_config.rb` — add commentary on YAML
serialization and future JSONB migration (no behavior change).
- `app/models/integrations/hook.rb` — ensure hook type is set on create
only and guard against missing app.
- `app/models/user.rb` — update enum syntax for Rails 7.2 deprecation,
serialize OTP backup codes with JSON, and use Ruby `alias`.
- `app/services/crm/leadsquared/setup_service.rb` — stringify hook
settings keys before merge to keep JSON shape consistent.
- `app/services/macros/execution_service.rb` — remove macro-specific
assignee activity workaround; rely on standard assignment handlers.
- `config/application.rb` — load Rails 7.2 defaults.
- `config/storage.yml` — update Azure Active Storage service name to
`AzureBlob`.
- `db/migrate/20230515051424_update_article_image_keys.rb` — use
credentials `secret_key_base` with fallback to legacy secrets.
- `docker/Dockerfile` — add `yaml-dev` and `pkgconf` packages for native
extensions (Ruby 3.4 / psych).
- `lib/seeders/reports/message_creator.rb` — add parentheses for clarity
in range calculation.
- `package.json` — pin Vite version and bump `vite-plugin-ruby`.
- `pnpm-lock.yaml` — lockfile changes from JS dependency updates.
- `spec/builders/v2/report_builder_spec.rb` — disable transactional
fixtures; truncate tables per example via Rails `truncate_tables` so
after_commit callbacks run with clean isolation; keep builder spec
metadata minimal.
- `spec/builders/v2/reports/label_summary_builder_spec.rb` — disable
transactional fixtures + truncate tables via Rails `truncate_tables`;
revert to real `resolved!`/`open!`/`resolved!` flow for multiple
resolution events; align date range to `Time.zone` to avoid offset gaps;
keep builder spec metadata minimal.
- `spec/controllers/api/v1/accounts/macros_controller_spec.rb` — assert
`assignee_id` instead of activity message to avoid transaction-timing
flakes.
- `spec/services/telegram/incoming_message_service_spec.rb` — reference
the contact tied to the created conversation instead of
`Contact.all.first` to avoid order-dependent failures when other specs
leave data behind.
-
`spec/mailers/administrator_notifications/shared/smtp_config_shared.rb`
— use `with_modified_env` instead of stubbing mailer internals.
- `spec/services/account/sign_up_email_validation_service_spec.rb` —
compare error `class.name` for parallel/reload-safe assertions.
## Description
Fixes CW-5961 where IMAP email processing failed with
`ActiveRecord::RecordInvalid: Validation failed: Source is too long
(maximum is 255 characters)` error.
This changes the `contact_inboxes.source_id` column from `string` (255
character limit) to `text` (unlimited) to accommodate long email message
IDs that were causing validation failures.
Fixes CW-5961
## Type of change
- [x] Bug fix (non-breaking change which fixes an issue)
## How Has This Been Tested?
- Added spec test validating `source_id` values longer than 255
characters (300 chars)
- All existing `contact_inbox_spec.rb` tests pass (7 examples, 0
failures)
- Migration applied successfully with reversible up/down methods
- Verified `source_id` column type changed to `text` with `null: false`
constraint preserved
## Checklist:
- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [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
At present, the websocket pubsub tokens are present at the contact objects in chatwoot. A better approach would be to have these tokens at the contact_inbox object instead. This helps chatwoot to deliver the websocket events targetted to the specific widget connection, stop contact events from leaking into other chat sessions from the same contact.
Fixes#1682Fixes#1664
Co-authored-by: Pranav Raj S <pranav@chatwoot.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
