Commit Graph

25 Commits

Author SHA1 Message Date
Sojan Jose
b981ba766f
feat: support bulk label removal (#14534)
Adds bulk label removal alongside the existing assign-label action for
conversations and contacts, so teams can clean up labels across selected
records without opening each item individually.

For conversations, the remove dropdown is scoped to labels that are
actually applied across the current selection — so agents no longer see
(or accidentally "remove") labels that aren't on any of the selected
items. For contacts, the dropdown still lists all account labels for
now; label data isn't carried on the contact list payload today, so
scoping the contact remove menu cleanly is being tracked as a follow-up.

## Closes

N/A

## How to test

- Open the conversation list, select multiple conversations, open
**Remove labels**, and confirm the dropdown only lists labels that are
applied to at least one selected conversation. Pick a label and confirm
it's removed from the selection.
- Open Contacts, select multiple contacts, use **Remove Labels**, choose
a label, and confirm the selected contacts are refreshed without that
label.
- Verify **Assign Labels** still works for conversations and contacts,
and continues to show every available label.

## What changed

- Adds an `action` prop to the shared `BulkLabelActions` dropdown so it
can render in `assign` or `remove` mode.
- Wires conversation bulk remove to the existing `labels.remove` backend
path and filters the dropdown to the union of labels applied across the
selected conversations.
- Adds contact bulk remove support through
`Contacts::BulkRemoveLabelsService`, routed by
`Contacts::BulkActionService`.
- Raises contact label save failures instead of reporting a successful
bulk action when a contact update is invalid.

## Follow-ups

- Scope the contact remove dropdown to applied labels (needs a
lightweight endpoint, or eventually `cached_label_list` on `Contact`).

## Verification

Conversation bulk remove selector:

<img width="1680" height="1050" alt="Conversation bulk remove label
selector"
src="https://github.com/user-attachments/assets/2dba4a06-c497-45e1-85b0-e700164b6b2f"
/>

Contact bulk remove selector:

<img width="1680" height="1050" alt="Contact bulk remove label selector"
src="https://github.com/user-attachments/assets/b3b89959-5978-4064-b5f9-82b1a3e571dc"
/>

Video proof:


https://github.com/user-attachments/assets/fffafe19-4e1c-4e2a-a135-c7182c06bb4d

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
2026-05-26 15:23:51 +05:30
Shivam Mishra
432462f967
feat: harden filter service 2026-03-09 21:19:20 +05:30
Sojan Jose
f89d9a4401
feat: Bulk delete for contacts (#12778)
Introduces a new bulk action `delete` for contacts

ref: https://github.com/chatwoot/chatwoot/pull/12763

## Screens

<img width="1492" height="973" alt="Screenshot 2025-10-31 at 6 27 21 PM"
src="https://github.com/user-attachments/assets/30dab1bb-2c2c-4168-9800-44e0eb5f8e3a"
/>
<img width="1492" height="985" alt="Screenshot 2025-10-31 at 6 27 32 PM"
src="https://github.com/user-attachments/assets/5be610c4-b19e-4614-a164-103b22337382"
/>
2025-11-04 17:47:53 -08:00
Sojan Jose
159c810117
feat: Bulk actions for contacts (#12763)
Introduces APIs and UI for bulk actions in contacts table. The initial
action available will be assign labels

Fixes: #8536 #12253 

## Screens

<img width="1350" height="747" alt="Screenshot 2025-10-29 at 4 05 08 PM"
src="https://github.com/user-attachments/assets/0792dff5-0371-4b2e-bdfb-cd32db773402"
/>
<img width="1345" height="717" alt="Screenshot 2025-10-29 at 4 05 19 PM"
src="https://github.com/user-attachments/assets/ae510404-c6de-4c15-a720-f6d10cdac25b"
/>

---------

Co-authored-by: Muhsin <muhsinkeramam@gmail.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-10-30 15:28:28 +05:30
Shivam Mishra
b75ea7a762
feat: Use resolved contacts as base relation for filtering (#12520)
This PR has two changes to speed up contact filtering

### Updated Base Relation

Update the `base_relation` to use resolved contacts scope to improve
perf when filtering conversations. This narrows the search space
drastically, and what is usually a sequential scan becomes a index scan
for that `account_id`

ref: https://github.com/chatwoot/chatwoot/pull/9347
ref: https://github.com/chatwoot/chatwoot/pull/7175/

Result: https://explain.dalibo.com/plan/c8a8gb17f0275fgf#plan


## Selective filtering in Compose New Conversation

We also cost of filtering in compose new conversation dialog by reducing
the search space based on the search candidate. For instance, a search
term that obviously can’t be a phone, we exclude that from the filter.
Similarly we skip name lookups for email-shaped queries.

Removing the phone number took the query times from 50 seconds to under
1 seconds

### Comparison

1. Only Email: https://explain.dalibo.com/plan/h91a6844a4438a6a 
2. Email + Name: https://explain.dalibo.com/plan/beg3aah05ch9ade0
3. Email + Name + Phone:
https://explain.dalibo.com/plan/c8a8gb17f0275fgf
2025-09-25 15:26:44 +05:30
Honza Sterba
8162473eb6
fix: Contact search by phone number (#10386)
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# Pull Request Template

## Description

when filtering contacts by phone number a + is always added to the
begining of the query, this means that the filtering breaks if the
complete phone number with international code and + is entered

## Type of change

Please delete options that are not relevant.

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

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.

Updated automated tests
Tested manually with contact filtering UI

## 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
- [X] 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: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-09-22 18:59:30 +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
2ef767d60f
feat: exporting contacts takes the filters into account (#9347)
- This PR allows contacts to be exported using the current filter in CRM view

Co-authored-by: Sojan Jose <sojan@pepalo.com>
2024-05-07 20:18:36 -07:00
Sojan Jose
1303469087
feat: Ability filter blocked contacts (#9048)
- This PR introduces the ability to filter blocked contacts from the contacts filter UI
2024-03-20 18:11:50 +05:30
Pranav
f78f278e2f
fix: Update validations for filter service (#8239)
- Refactor filter service for better readability and maintenance
- Add validations for the following:
   - If an invalid attribute is passed, a custom exception InvalidAttribute will be thrown.
   - If an invalid operator is passed, a custom exception InvalidOperator will be thrown.
   - If an invalid value (currently checking only null check), a custom exception InvalidValue will be thrown.

Fixes: https://linear.app/chatwoot/issue/CW-2702/activerecordstatementinvalid-pginvalidtextrepresentation-error-invalid
Fixes: https://linear.app/chatwoot/issue/CW-2703/activerecordstatementinvalid-pginvaliddatetimeformat-error-invalid
Fixes:  https://linear.app/chatwoot/issue/CW-2700/activerecordstatementinvalid-pgsyntaxerror-error-syntax-error-at-or


Co-authored-by: Sojan <sojan@pepalo.com>
2024-03-20 16:29:36 +05:30
Muhsin Keloth
586552013e
feat: Update the contact_type when creating or updating the contact (#9107)
* feat: Update location and country code when the contact create/update

* feat: Update the location and country_code when creating or updating the contact.

* chore: improve comments

* feat: Update the contact_type when the contact created/updated

* chore: add more specs

* chore: code cleanups

* chore: code cleanups

* Update contact_spec.rb

* Update inbox.rb

* Update sync_attributes_spec.rb

* chore: build fixes

* chore: check visitor type before update

* chore: review fixes
2024-03-15 10:55:40 +05:30
Pranav Raj S
ff915dd2ea
fix: Avoid joining tables to fix the distinct value query (#7965)
DISTINCT query with custom attributes return an error. To avoid the error, this PR refactors the query to include tags only when it is required.

Fixes #7931
Fixes #7836

Co-authored-by: Sojan Jose <sojan@pepalo.com>
2023-09-22 19:48:56 -07:00
OMAR.A
1d8341504a
fix: contacts count on filter (#7446)
- Fixes the wrong count shown during the contact filter when contact has multiple labels associated.
2023-07-26 17:31:04 +03:00
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
fca629a32a
fix: Update timezone to get wday from working_hours (#5605)
Co-authored-by: Pranav Raj S <pranav@chatwoot.com>
2022-10-12 14:32:54 -07:00
Tejaswini Chile
1ca1b4d36b
feat: bulk actions to update conversation objects (#3934)
Added the endpoints for bulk updating conversation objects

Fixes: #3845 #3940 #3943
2022-02-23 16:53:36 +05:30
Tejaswini Chile
a7987d4d1c
feat: Add date custom filter (#3892) 2022-02-04 13:14:20 +05:30
Sojan Jose
cf10f3d03b
chore: Provider APIs for SMS Channel - Bandwidth (#3889)
fixes: #3888
2022-02-03 15:22:13 -08:00
Tejaswini Chile
fba7f40bee
Fix: Custom filter distinct select (#3895) 2022-02-03 14:39:47 +05:30
Tejaswini Chile
a95d249ec1
Feat: Custom attribute advanced filter (#3818) 2022-01-31 13:36:44 +05:30
Tejaswini Chile
11cd7fd6c5
Feat: Added support changes for contact filters (#3435) 2021-11-23 16:36:44 +05:30
Sojan Jose
a4c87f2052
chore: Handle attachments in Whatsapp Channel (#3299)
send and receive attachments in 360Dialog WhatsApp channels
2021-11-11 13:03:48 +05:30
Tejaswini Chile
372bd75028
feat: Add filter APIs for Contacts and Conversations (#3264) 2021-11-01 12:27:04 +04:00
Sojan Jose
2ebd38c3b7
Chore: API Improvements (#2956)
- API to fetch info of a single inbox
- Document passing custom_attributes in the API
- Ability to filter contacts with contact identifier in search API
2021-09-04 17:56:46 +05:30
Sojan Jose
45e43b0b89
feat: Contactable Inboxes API (#2101)
- Add endpoint which lists inboxes through which a contact can be contacted
- Conversation creation API auto-creates contact_inbox for specific channels [ Twilio, email, api]
- Ability to send the initial message payload along with the conversation creation
- Fixes #1678 ( issue saving additional attributes for conversation )
2021-04-15 15:13:01 +05:30