16 Commits

Author SHA1 Message Date
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
Sojan Jose
135be52431 feat: Introduce last responding agent option to automation assign agent (#12326)
Introduce a `Last Responding Agent` options to assign_agents action in
automations to cover the following use cases.

- Assign conversations to first responding agent : ( automation message
created at , if assignee is nil, assign last responding agent )
- Ensure conversations are not resolved with out an assignee : (
automation conversation resolved at : if assignee is nil, assign last
responding agent )

and potential other cases.

fixes: #1592
2026-04-16 18:54:35 +05:30
Sojan Jose
aee979ee0b fix: add explicit remove assignment actions to macros and automations (#12172)
This updates macros and automations so agents can explicitly remove
assigned agents or teams, while keeping the existing `Assign -> None`
flow working for backward compatibility.

Fixes: #7551
Closes: #7551

## Why
The original macro change exposed unassignment only through `Assign ->
None`, which made macros behave differently from automations and left
the explicit remove actions inconsistent across the product. This keeps
the lower-risk compatibility path and adds the explicit remove actions
requested in review.

## What this change does
- Adds `Remove Assigned Agent` and `Remove Assigned Team` as explicit
actions in macros.
- Adds the same explicit remove actions in automations.
- Keeps `Assign Agent -> None` and `Assign Team -> None` working for
existing behavior and stored payloads.
- Preserves backward compatibility for existing macro and automation
execution payloads.
- Downmerges the latest `develop` and resolves the conflicts while
keeping both the new remove actions and current `develop` behavior.

## Validation
- Verified both remove actions are available and selectable in the macro
editor.
- Verified both remove actions are available and selectable in the
automation builder.
- Applied a disposable macro with `Remove Assigned Agent` and `Remove
Assigned Team` on a real conversation and confirmed both fields were
cleared.
- Applied a disposable macro with `Assign Agent -> None` and `Assign
Team -> None` on a real conversation and confirmed both fields were
still cleared.
2026-04-16 15:57:41 +05:30
Sojan Jose
45b6ea6b3f feat: add automation condition to filter private notes (#12102)
## Summary

Adds a new automation condition to filter private notes.

This allows automation rules to explicitly include or exclude private
notes instead of relying on implicit behavior.

Fixes: #11208 

## Preview



https://github.com/user-attachments/assets/c40f6910-7bbf-4e59-aae5-ad408602927a
2026-04-13 10:40:46 +05:30
Shivam Mishra
7b51939f07 fix: country_code should be checked against the contact (#13186) 2026-01-13 14:47:27 +05:30
Vishnu Narayanan
9527ff6269 feat: Add support for labels in automations (#11658)
- Add support for using labels as an action event for automation
 - Fix duplicated conversation_updated event dispatch for labels
 

Fixes https://github.com/chatwoot/chatwoot/issues/8539 and multiple
issues around duplication related to label change events.
---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-09-18 14:17:54 +05:30
Sojan Jose
45d4d3660c feat: Add private note action to automations (#11926)
## Summary
- allow AutomationRule to accept `add_private_note` action
- support `add_private_note` in automation action service
- expose private note action in frontend constants and i18n
- test new automation rule action

## Testing
- `pnpm eslint
app/javascript/dashboard/routes/dashboard/settings/automation/constants.js`
- `bundle exec rubocop app/services/automation_rules/action_service.rb
app/models/automation_rule.rb
spec/services/automation_rules/action_service_spec.rb`
- `bundle exec rspec
spec/services/automation_rules/action_service_spec.rb`


------
https://chatgpt.com/codex/tasks/task_e_6870c5f7b8b88326a9bd60b2ba710ccd

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-07-16 09:57:35 +05:30
Pranav
ef591f848a chore: Add open conversation option (#11828)
Added conversation_status, assignee_id, team_id, and priority to the
message_created event to allow users to build automations based on
conversation details. Also introduced a new open_conversation action.

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-07-02 10:01:50 +05:30
Shivam Mishra
b34dac7bbe feat: validate query conditions (#10595)
Query conditions can take in arbitrary values, this can cause SQL
errors. This PR fixes it
2024-12-17 17:16:37 +05:30
Shivam Mishra
1dc66db516 fix: SQL error when rules with missing attributes is triggered (#8673) 2024-01-22 16:09:34 +05:30
Tejaswini Chile
879a244f93 fix: Automations condition based quoted text (#7272) 2023-06-09 17:00:05 +05:30
Sojan Jose
7ab7bac6bf chore: Enable the new Rubocop rules (#7122)
fixes: https://linear.app/chatwoot/issue/CW-1574/renable-the-disabled-rubocop-rules
2023-05-19 14:37:10 +05:30
Tejaswini Chile
99dfe1d5af feat: Enable template variables in channel greeting messages (#6971) 2023-04-26 20:23:46 +05:30
Tejaswini Chile
5cdc7d654a feat: Support multiple emails in email transcript automation (#6924) 2023-04-19 16:55:25 +05:30
Tejaswini Chile
d1ac33e98c feat: Phone number based automation conditions (#6783) 2023-04-02 10:54:51 +05:30
Sojan Jose
7930902ec8 chore: Refactor Automation Specs (#6796)
The current way of writing specs for automation in one single file automation_listener isn't effective. Hence we are breaking down the specs for each class into separate spec files.

fixes: CW-1447
2023-03-30 21:02:52 +05:30