|
|
|
@@ -49,14 +49,14 @@ Hermes task landing checklist:
|
|
|
|
|
|
|
|
|
|
## Current Baseline
|
|
|
|
|
|
|
|
|
|
- Current tracking checkpoint: 2026-06-06 account Dyte integration checkpoint, prepared as `feat(integrations): align dyte meeting routes`.
|
|
|
|
|
- Latest implementation checkpoint: this checkpoint, prepared as `feat(integrations): align dyte meeting routes`.
|
|
|
|
|
- Current tracking checkpoint: 2026-06-06 dashboard apps checkpoint, prepared as `feat(dashboard-apps): align chatwoot payloads`.
|
|
|
|
|
- Latest implementation checkpoint: this checkpoint, prepared as `feat(dashboard-apps): align chatwoot payloads`.
|
|
|
|
|
- Latest documentation/tooling checkpoint: this checkpoint, prepared as `docs: land active parity follow-up`; this document is the active follow-up plan and supersedes `.hermes/plans/*`.
|
|
|
|
|
- Worktree status at this implementation checkpoint: account-scoped Dyte meeting routes from `reference/chatwoot/config/routes.rb:357-358` are implemented for the reused dashboard Dyte client. `POST /api/v1/accounts/:account_id/integrations/dyte/create_a_meeting` creates a Chatwoot `integrations` message with Dyte meeting content attributes, and `POST /api/v1/accounts/:account_id/integrations/dyte/add_participant_to_meeting` returns the Dyte participant token payload while rejecting non-integration messages with the reference error. Live API/browser/enterprise smoke still needs the full PostgreSQL/Redis/Meilisearch/GoChat/Vite/Chrome stack. The next active slice remains Phase 2/3 drift audit, Phase 6 placeholder audit, B12 live smoke, or a fresh reference/smoke finding.
|
|
|
|
|
- Worktree status at this implementation checkpoint: dashboard apps from `reference/chatwoot/config/routes.rb:130` are implemented for the reused dashboard integrations settings flow. `GET/POST/PATCH/PUT/DELETE /api/v1/accounts/:account_id/dashboard_apps` now accept the raw payload sent by the frontend plus Rails-style wrapped bodies, return the Chatwoot dashboard-app partial shape, scope show/update/delete by current account, and preserve Chatwoot `204` delete behavior. Live API/browser/enterprise smoke still needs the full PostgreSQL/Redis/Meilisearch/GoChat/Vite/Chrome stack. The next active slice remains Phase 2/3 drift audit, Phase 6 placeholder audit, B12 live smoke, or a fresh reference/smoke finding.
|
|
|
|
|
- `go test ./...` passes.
|
|
|
|
|
- Route dump succeeds with `TOTAL: 907` after adding the two account Dyte integration routes.
|
|
|
|
|
- Route parity artifacts now exist under `docs/parity/` and are generated by `cmd/route_parity`.
|
|
|
|
|
- Tracked frontend-critical route audit covers 364 Chatwoot routes: 355 exact, 0 method-compatible, 9 parameter-compatible, 0 missing. The 9 parameter-compatible routes are Gin-internal parameter-name differences for nested AgentCapacityPolicy users/inbox limits plus the public article `.md`/`.png` suffixes served through the same external article route dispatcher.
|
|
|
|
|
- Tracked frontend-critical route audit covers 370 Chatwoot routes: 357 exact, 0 method-compatible, 13 parameter-compatible, 0 missing. The 13 parameter-compatible routes are Gin-internal parameter-name differences for nested AgentCapacityPolicy users/inbox limits, dashboard app member `:id` names, plus the public article `.md`/`.png` suffixes served through the same external article route dispatcher.
|
|
|
|
|
- `/api/v1/widget` stubs are burned down and public inbox/contact/conversation/message core flows are backed by real handlers.
|
|
|
|
|
- Handler test stability fixes are committed into the baseline before feature parity work continues.
|
|
|
|
|
- `.codegraph/` is generated indexing output and is not part of tracked product code.
|
|
|
|
@@ -116,7 +116,7 @@ Open work after the current checkpoint:
|
|
|
|
|
| Phase 5 jobs | Keep B9.3 in Review and open only evidence-backed drift slices for new async gaps. | `Phase 5: Background Jobs And Integrations` | Automation tests prove remaining action side effects and reference inspection proves no delayed action params remain. |
|
|
|
|
|
| B12 smoke | Run optional live API/browser/enterprise smoke in a full PostgreSQL/Redis/Meilisearch/Vite environment and convert failures into named slices. | `B12 reused frontend verification breakdown` | `docs/parity/frontend_smoke_report.md` records checked pass/fail results and maps failures to slices. |
|
|
|
|
|
| P3.7 help center | Portal, category, article route/payload parity, and enterprise article bulk translation are in Review for the inspected dashboard client paths. | `Open Checkpoint Contracts`, `Phase 3` | Reused Chatwoot help-center dashboard clients can call portal/category/article APIs and bulk article translation without adapters. |
|
|
|
|
|
| Phase 2/3 drift | Help-center portal/category/article routes from `routes.rb:385-404` and account Dyte integration routes from `routes.rb:357-358` are now in the tracked critical set; expand the next route/serializer fixtures only from B12 failures or fresh reference/frontend inspection. | `Phase 2`, `Phase 3`, `docs/parity/` | Route parity remains 0 missing for tracked frontend routes; serializers have reference fixtures. |
|
|
|
|
|
| Phase 2/3 drift | Help-center portal/category/article routes from `routes.rb:385-404`, account Dyte integration routes from `routes.rb:357-358`, and dashboard app routes from `routes.rb:130` are now in the tracked critical set; expand the next route/serializer fixtures only from B12 failures or fresh reference/frontend inspection. | `Phase 2`, `Phase 3`, `docs/parity/` | Route parity remains 0 missing for tracked frontend routes; serializers have reference fixtures. |
|
|
|
|
|
| Phase 6 placeholders | Re-run placeholder audit and burn down any frontend-reachable stub. | `Phase 6: Core Product Placeholder Burn-down` | Stub list has no reused-frontend critical path without a named owner. |
|
|
|
|
|
|
|
|
|
|
## Execution Snapshot
|
|
|
|
@@ -139,16 +139,17 @@ This table is the shortest authoritative handoff view. If an older lower section
|
|
|
|
|
| Priority | Workstream | Current state | Next checkpoint | Commit close rule |
|
|
|
|
|
| --- | --- | --- | --- | --- |
|
|
|
|
|
| 1 | P3.2a invitation/confirmation mail parity | Implemented for current non-SSO reference behavior: profile resend is no longer a TODO-only log, new invited agents and unconfirmed invited profile resends generate reset-password invitation links, normal unconfirmed profile resends generate confirmation links, `users.unconfirmed_email` is modeled for email-update routing, and fakeable/environment SMTP mailers keep default tests offline. | Keep in Review; reopen only if reused frontend smoke or fresh reference evidence exposes additional Devise confirmation states outside excluded SSO/SAML/LDAP/OIDC variants. | Focused profile and agent invitation tests, combined handler/service/repository/router/migrate/app tests, full `go test ./...`, and `git diff --check` passed. |
|
|
|
|
|
| 2 | Phase 2/3 drift | Tracked route parity is 0 missing for the current 364-route critical set; dashboard `/app` shell routes from `routes.rb:19-20`, `.well-known` app association and custom-domain challenge routes from `routes.rb:657-660`, Twilio callback routes from `routes.rb:639-640`, enterprise Twilio voice routes from `routes.rb:643-646`, root Linear/Shopify/Notion OAuth callback routes from `routes.rb:630/634/654`, root Twitter/Google/Microsoft/Instagram/TikTok callback routes from `routes.rb:626/649-652`, assignment policy routes from `routes.rb:306-313`, help-center portal/category/article routes from `routes.rb:385-404`, public help-center portal/sitemap/article/category/search/article-detail routes from `routes.rb:590-601`, enterprise contact outbound voice call from `routes.rb:216`, account agent-bot routes from `routes.rb:94-97`, account webhook routes from `routes.rb:342`, account integration app/hook routes from `routes.rb:345-348`, and account Dyte routes from `routes.rb:357-358` are now explicitly tracked. Notification list/action serializers, user notification-settings raw payloads, campaigns raw payload/display-id routes, Devise password reset/confirmation payloads, CRM shared attachment payloads plus fixed 100-row attachment pagination, account/settings payloads, assignable-agent payloads, agent index full-list behavior, agent create/update/delete defaults/errors/scope, account agent-bot route/payload/mutation behavior, account webhook payload/mutation behavior, integration app/hook payload behavior, account Dyte create/join payload behavior, label CRUD payloads, custom filters, custom attribute definitions, contact outbound voice calls, assignment policy CRUD and inbox binding payloads, Twilio inbound/status callbacks, enterprise Twilio voice callbacks, Linear/Shopify/Notion root integration callbacks, Shopify OAuth auth redirects, root channel OAuth callbacks, help-center portal/category/article payloads, dashboard app shell route behavior, app association JSON payloads, Cloudflare custom hostname verification, public widget popular-article lists, public help-center category list/show payloads, public portal show/default-locale payloads, public portal search payloads, public article show/markdown/tracking routes, and public sitemap XML now match the inspected Chatwoot contract. | Continue the next evidence-backed route/controller/serializer drift after account Dyte parity or from B12 findings. | Regenerate parity artifacts when routes change and add endpoint-family fixture tests. |
|
|
|
|
|
| 2 | Phase 2/3 drift | Tracked route parity is 0 missing for the current 370-route critical set; dashboard `/app` shell routes from `routes.rb:19-20`, `.well-known` app association and custom-domain challenge routes from `routes.rb:657-660`, Twilio callback routes from `routes.rb:639-640`, enterprise Twilio voice routes from `routes.rb:643-646`, root Linear/Shopify/Notion OAuth callback routes from `routes.rb:630/634/654`, root Twitter/Google/Microsoft/Instagram/TikTok callback routes from `routes.rb:626/649-652`, assignment policy routes from `routes.rb:306-313`, help-center portal/category/article routes from `routes.rb:385-404`, public help-center portal/sitemap/article/category/search/article-detail routes from `routes.rb:590-601`, enterprise contact outbound voice call from `routes.rb:216`, account agent-bot routes from `routes.rb:94-97`, account webhook routes from `routes.rb:342`, account integration app/hook routes from `routes.rb:345-348`, account Dyte routes from `routes.rb:357-358`, and dashboard app routes from `routes.rb:130` are now explicitly tracked. Notification list/action serializers, user notification-settings raw payloads, campaigns raw payload/display-id routes, Devise password reset/confirmation payloads, CRM shared attachment payloads plus fixed 100-row attachment pagination, account/settings payloads, assignable-agent payloads, agent index full-list behavior, agent create/update/delete defaults/errors/scope, account agent-bot route/payload/mutation behavior, account webhook payload/mutation behavior, integration app/hook payload behavior, account Dyte create/join payload behavior, dashboard app raw payload/serializer behavior, label CRUD payloads, custom filters, custom attribute definitions, contact outbound voice calls, assignment policy CRUD and inbox binding payloads, Twilio inbound/status callbacks, enterprise Twilio voice callbacks, Linear/Shopify/Notion root integration callbacks, Shopify OAuth auth redirects, root channel OAuth callbacks, help-center portal/category/article payloads, dashboard app shell route behavior, app association JSON payloads, Cloudflare custom hostname verification, public widget popular-article lists, public help-center category list/show payloads, public portal show/default-locale payloads, public portal search payloads, public article show/markdown/tracking routes, and public sitemap XML now match the inspected Chatwoot contract. | Continue the next evidence-backed route/controller/serializer drift after dashboard app parity or from B12 findings. | Regenerate parity artifacts when routes change and add endpoint-family fixture tests. |
|
|
|
|
|
| 3 | Phase 6 placeholder audit | Widget/public/webhook critical placeholders are burned down; inbox WhatsApp health/register-webhook and sync-template drift are closed; refreshed `docs/parity/placeholder_audit.md` shows only webhook nil-handler fallbacks still call `chatwootParityStub`; dashboard conversation transcript/custom-attribute response drift and message retry status drift are closed. | Keep in Review; reopen only if fresh `rg`, route smoke, or B12 finds a frontend-reachable placeholder/stub in account/contact/conversation/message/inbox/widget/public paths. | `rg` placeholder audit and `scripts/parity_frontend_smoke.sh --check` are recorded; no reused-frontend blocker is ownerless. |
|
|
|
|
|
| 4 | P3.9 account agent-bot API | Implemented for the reused dashboard AgentBots settings route with no-trailing-slash routes, PATCH update, raw Jbuilder-style payloads, account mutation scope, system-bot show/list visibility, empty `200 OK` delete, and full reset/avatar action payloads. | Keep in Review; reopen only if live settings smoke exposes avatar upload storage or administrator-secret gating drift. | Focused AgentBot handler tests, service/router focused tests, route dump/parity regeneration, full `go test ./...`, and `git diff --check` passed. |
|
|
|
|
|
| 5 | P3.10 account webhooks API | Implemented for the reused dashboard Webhooks settings route with PATCH update, Chatwoot `{ payload }` list/mutation serializers, nested `{ webhook: ... }` bodies, generated secret, account-scoped mutations, URL/subscription validation, optional inbox serialization, and empty `200 OK` delete. | Keep in Review; reopen only if live settings smoke exposes audit writer or delivery-signature drift beyond the existing delivery service boundary. | Focused webhook handler/service/router tests, migration test, route dump/parity regeneration, full `go test ./...`, and `git diff --check` passed. |
|
|
|
|
|
| 6 | P3.11 account integrations apps/hooks API | Implemented for reused dashboard integrations settings with `{ payload: [...] }` app index, raw app/show and hook mutation payloads, raw or nested create/update bodies, account-scoped hook show/update/delete, persisted `app_id/reference_id`, reference app catalog seed additions, app hook/settings schema serializers, hook boolean `status`, account/inbox `hook_type`, and empty `200 OK` delete. | Keep in Review; reopen if live settings smoke exposes app feature-flag activation, app-specific credential validation, or provider setup side effects beyond this generic hooks boundary. | Focused integration hook handler/service tests, migration/router/route-parity tests, route dump/parity regeneration, full `go test ./...`, and `git diff --check` passed. |
|
|
|
|
|
| 7 | P3.12 account Dyte integration API | Implemented for the reused dashboard VideoCallButton/Dyte flow: account-scoped create meeting and add-participant routes are registered, route parity tracks `routes.rb:357-358`, Dyte credentials are loaded from account integration hooks, `create_a_meeting` creates a Chatwoot `integrations` outgoing message with meeting content attributes, and add-participant returns Dyte token payloads while rejecting non-integration messages with the reference error. | Keep in Review; reopen if live smoke exposes provider payload/status-code drift or frontend message serializer gaps beyond the fakeable Dyte boundary. | Focused Dyte service and handler tests, combined handler/service/router/app/route-parity tests, route dump/parity regeneration, full `go test ./...`, and `git diff --check` passed. |
|
|
|
|
|
| 8 | P6.8 contact outbound voice call | Implemented for the reused dashboard route with Twilio voice-enabled inbox validation, assigned-inbox check, open-conversation reuse, ContactInbox/conversation/call/message persistence, and Chatwoot response shape. | Keep in Review; reopen only if live smoke exposes provider initiation/status-update drift beyond the fakeable persisted boundary. | Focused contact call tests, route dump/parity regeneration, full `go test ./...`, and `git diff --check` passed. |
|
|
|
|
|
| 9 | B12 optional live smoke | API/browser/enterprise smoke commands are checked in; live runs need PostgreSQL, Redis, Meilisearch, Vite, and Chrome. | Run full live smoke when environment is available and map failures to the board. | `docs/parity/frontend_smoke_report.md` records pass/fail and linked owners. |
|
|
|
|
|
| 10 | B9.3 delayed automation actions | Current reference exposes no delayed automation action params; scheduled-item work is already P5.12; `send_email_to_team` is durable and `add_sla` mutates conversation/applied SLA state. | Keep automation drift closed if future reference/smoke exposes delayed params or unsupported action shapes. | Automation worker/action fixtures verify queued team email replay, retry visibility through worker jobs, and SLA action idempotency. |
|
|
|
|
|
| 11 | P5.13 reports/analytics | P5.13a derives visible report aggregates from persisted rows; P5.13b adds lazy rollup freshness, durable day rollup jobs, and `/reports` metric timeseries. | Keep report drift closed as frontend smoke or reference inspection exposes additional metrics. | Report fixtures verify timeseries values, cache/freshness behavior, and no hidden placeholder JSON. |
|
|
|
|
|
| 8 | P3.13 dashboard apps API | Implemented for the reused dashboard integration settings route: dashboard app CRUD routes are tracked, raw frontend bodies and Rails-style wrappers are accepted, list/show/create/update return the Chatwoot dashboard-app partial fields only, show/update/delete are account-scoped, content validation requires at least one `{ type: "frame", url: "http(s)://..." }`, and delete returns `204`. | Keep in Review; reopen if live settings smoke exposes error-body wording or iframe content validation drift beyond the current reference schema. | Focused dashboard app handler/service tests, combined handler/service/repository/router/route-parity tests, route dump/parity regeneration, full `go test ./...`, and `git diff --check` passed. |
|
|
|
|
|
| 9 | P6.8 contact outbound voice call | Implemented for the reused dashboard route with Twilio voice-enabled inbox validation, assigned-inbox check, open-conversation reuse, ContactInbox/conversation/call/message persistence, and Chatwoot response shape. | Keep in Review; reopen only if live smoke exposes provider initiation/status-update drift beyond the fakeable persisted boundary. | Focused contact call tests, route dump/parity regeneration, full `go test ./...`, and `git diff --check` passed. |
|
|
|
|
|
| 10 | B12 optional live smoke | API/browser/enterprise smoke commands are checked in; live runs need PostgreSQL, Redis, Meilisearch, Vite, and Chrome. | Run full live smoke when environment is available and map failures to the board. | `docs/parity/frontend_smoke_report.md` records pass/fail and linked owners. |
|
|
|
|
|
| 11 | B9.3 delayed automation actions | Current reference exposes no delayed automation action params; scheduled-item work is already P5.12; `send_email_to_team` is durable and `add_sla` mutates conversation/applied SLA state. | Keep automation drift closed if future reference/smoke exposes delayed params or unsupported action shapes. | Automation worker/action fixtures verify queued team email replay, retry visibility through worker jobs, and SLA action idempotency. |
|
|
|
|
|
| 12 | P5.13 reports/analytics | P5.13a derives visible report aggregates from persisted rows; P5.13b adds lazy rollup freshness, durable day rollup jobs, and `/reports` metric timeseries. | Keep report drift closed as frontend smoke or reference inspection exposes additional metrics. | Report fixtures verify timeseries values, cache/freshness behavior, and no hidden placeholder JSON. |
|
|
|
|
|
|
|
|
|
|
## Open Checkpoint Contracts
|
|
|
|
|
|
|
|
|
@@ -172,6 +173,7 @@ These rows are the executable development plan from this point forward. A checkp
|
|
|
|
|
| P3.10 account webhook API parity | `internal/router/router.go`, `internal/handler/api/v1/webhook_subscription_handler.go`, `internal/service/webhook_subscription_service.go`, `internal/repository/webhook_subscription_repo.go`, `internal/model/webhook_subscription.go`, webhook handler/service tests, migrations | `reference/chatwoot/config/routes.rb:342`, `reference/chatwoot/app/controllers/api/v1/accounts/webhooks_controller.rb`, `app/views/api/v1/accounts/webhooks/*.json.jbuilder`, `app/models/webhook.rb`, dashboard `api/webhooks.js`, `store/modules/webhooks.js`, settings `integrations/Webhooks/*` components | Account webhook APIs now match the reused dashboard settings flow: index returns `{ payload: { webhooks } }`, create/update return `{ payload: { webhook } }`, delete returns empty `200 OK`, frontend `PATCH` update is registered, nested `{ webhook: ... }` request bodies are accepted, `name/url/subscriptions/inbox_id/secret` serialize like Jbuilder, mutations are scoped through current account, URL/subscription validation follows the reference allowed event set, and outgoing delivery filtering keeps using the same persisted subscription rows. | Review by `feat(webhooks): align account payloads`; focused webhook handler/service tests, router focused test, `go test ./cmd/migrate -count=1`, route dump/parity regenerated to `TOTAL: 865` and `313 exact, 7 parameter-compatible, 0 missing out of 320`, full `go test ./...`, and `git diff --check` passed. |
|
|
|
|
|
| P3.11 account integration apps/hooks API parity | `internal/router/router.go`, `internal/handler/api/v1/integration_hook_handler.go`, `internal/service/integration_hook_service.go`, `internal/repository/integration_hook_repo.go`, `internal/model/integration_hook.go`, integration hook handler/service tests, migrations, `cmd/route_parity` | `reference/chatwoot/config/routes.rb:345-348`, `reference/chatwoot/app/controllers/api/v1/accounts/integrations/apps_controller.rb`, `app/controllers/api/v1/accounts/integrations/hooks_controller.rb`, `app/views/api/v1/accounts/integrations/apps/*.jbuilder`, `app/views/api/v1/accounts/integrations/hooks/*.jbuilder`, `app/views/api/v1/models/_app.json.jbuilder`, `app/views/api/v1/models/_hook.json.jbuilder`, `app/models/integrations/app.rb`, `app/models/integrations/hook.rb`, `config/integration/apps.yml`, dashboard `api/integrations.js`, `store/modules/integrations.js`, settings integrations components | Account integration apps/hooks now match the reused dashboard integration settings contract: app index returns `{ payload: [...] }`; app show returns a raw app object; hooks create/show/update return raw hook objects; delete returns empty `200 OK`; frontend no-trailing-slash app/hook routes and hook `PATCH` update are registered and tracked; raw frontend hook bodies and nested `{ hook: ... }` are accepted; hooks persist `app_id`/`reference_id`; show/update/delete are account-scoped; hook serializers expose `app_id`, boolean `status`, `account_id`, account/inbox `hook_type`, `settings`, `reference_id`, and optional inbox; app serializers expose `hooks`, `action`, `button`, `allow_multiple_hooks`, `settings_form_schema`, and `visible_properties`; migration `000030` seeds the additional reference app catalog rows. | Review by `feat(integrations): align app hook payloads`; focused integration hook handler/service tests, `go test ./cmd/migrate -count=1`, `go test ./cmd/route_parity -count=1`, router focused test, route dump/parity regenerated to `TOTAL: 869` and `321 exact, 7 parameter-compatible, 0 missing out of 328`, full `go test ./...`, and `git diff --check` passed. |
|
|
|
|
|
| P3.12 account Dyte integration API parity | `internal/router/router.go`, `internal/handler/api/v1/dyte_integration_handler.go`, `internal/service/dyte_integration_service.go`, `internal/service/message_service.go`, Dyte handler/service tests, `cmd/route_parity` | `reference/chatwoot/config/routes.rb:357-358`, `reference/chatwoot/app/controllers/api/v1/accounts/integrations/dyte_controller.rb`, `reference/chatwoot/lib/integrations/dyte/processor_service.rb`, `reference/chatwoot/lib/dyte.rb`, `reference/chatwoot/app/javascript/dashboard/api/integrations/dyte.js`, `reference/chatwoot/app/javascript/dashboard/components/widgets/VideoCallButton.vue`, `reference/chatwoot/app/javascript/dashboard/components-next/message/bubbles/Dyte.vue` | Account Dyte APIs now match the reused dashboard video-call boundary: `POST /integrations/dyte/create_a_meeting` and `POST /integrations/dyte/add_participant_to_meeting` are registered under account integrations and tracked in route parity; create resolves conversations by account display ID, enforces inbox access, loads account Dyte hook credentials, calls a fakeable Dyte backend, persists an outgoing `integrations` message with `content_attributes.type=dyte` and `data.meeting_id`, and returns the normal Chatwoot message serializer; add-participant resolves account-scoped messages, rejects non-`integrations` messages with `422 { error: { error: "Invalid message type. Action not permitted" } }`, and returns the Dyte participant token payload. | Review by `feat(integrations): align dyte meeting routes`; focused Dyte service tests, focused Dyte handler tests, combined handler/service/router/app/route-parity tests, route dump/parity regenerated to `TOTAL: 907` and `355 exact, 9 parameter-compatible, 0 missing out of 364`, full `go test ./...`, and `git diff --check` passed. |
|
|
|
|
|
| P3.13 dashboard apps API parity | `internal/router/router.go`, `internal/handler/api/v1/dashboard_app_handler.go`, `internal/service/dashboard_app_service.go`, `internal/model/dashboard_app.go`, `internal/repository/dashboard_app_repo.go`, dashboard app handler/service tests, `cmd/route_parity` | `reference/chatwoot/config/routes.rb:130`, `reference/chatwoot/app/controllers/api/v1/accounts/dashboard_apps_controller.rb`, `reference/chatwoot/app/views/api/v1/accounts/dashboard_apps/*.json.jbuilder`, `reference/chatwoot/app/views/api/v1/models/_dashboard_app.json.jbuilder`, `reference/chatwoot/app/models/dashboard_app.rb`, `reference/chatwoot/app/javascript/dashboard/api/dashboardApps.js`, `reference/chatwoot/app/javascript/dashboard/store/modules/dashboardApps.js`, dashboard integrations DashboardApps modal/index components | Dashboard app APIs now match the reused settings flow: the full Chatwoot resource route set is tracked; create/update accept raw frontend bodies and Rails-style `{ dashboard_app: ... }` wrappers; create returns `200 OK`; list returns a raw array; show/create/update return raw dashboard app objects containing only `id`, `title`, `content`, and `created_at`; show/update/delete are scoped by current account; delete returns `204`; and content validation requires at least one frame widget with an HTTP(S) URL. | Review by `feat(dashboard-apps): align chatwoot payloads`; focused dashboard app handler/service tests, combined handler/service/repository/router/route-parity tests, route dump/parity regenerated to `TOTAL: 907` and `357 exact, 13 parameter-compatible, 0 missing out of 370`, full `go test ./...`, and `git diff --check` passed. |
|
|
|
|
|
| P6.8 contact outbound voice call parity | `internal/router/router.go`, `internal/handler/api/v1/contact_handler.go`, `internal/service/contact_service.go`, `internal/model/call.go`, contact handler tests | `reference/chatwoot/config/routes.rb:216`, `reference/chatwoot/enterprise/app/controllers/api/v1/accounts/contacts/calls_controller.rb`, `reference/chatwoot/enterprise/app/services/voice/outbound_call_builder.rb`, `reference/chatwoot/enterprise/app/services/voice/call_message_builder.rb`, `reference/chatwoot/enterprise/app/models/call.rb`, dashboard `api/contacts.js`, `store/modules/contacts/actions.js`, `api/channel/voice/voiceAPIClient.js` | Contact outbound calls now match the Chatwoot enterprise route boundary: account contact lookup, current user's assigned `Channel::TwilioSms` inbox lookup, `voice_enabled` guard, phone-number guard, open display-ID conversation reuse only for same inbox/contact, new ContactInbox/open conversation creation when needed, persisted outgoing Twilio call metadata, linked `voice_call` message content attributes, and raw `{ conversation_id, inbox_id, call_sid, conference_sid }` response. | Review by `feat(contacts): initiate voice calls`; focused contact call tests cover success/reuse/resolved-hint ignored/no-phone/non-voice/unassigned cases; route dump/parity regenerated to `TOTAL: 861` and `299 exact, 7 parameter-compatible, 0 missing out of 306`; full `go test ./...` and `git diff --check` passed. |
|
|
|
|
|
| P6 conversation transcript response parity | `internal/handler/api/v1/conversation_handler.go`, conversation handler tests | `reference/chatwoot/app/controllers/api/v1/accounts/conversations_controller.rb`, dashboard `api/inbox/conversation.js` | Account conversation transcript now follows Chatwoot's controller contract: missing email returns `422 { error: "email param missing" }`, nonblank email schedules through the existing service boundary and returns empty `200 OK`, and invalid-looking but nonblank email values are not rejected by local email format validation. | Review by `feat(conversations): align transcript responses`; focused transcript handler/service tests, combined handler/service/router tests, full `go test ./...`, and `git diff --check` must pass. |
|
|
|
|
|
| P6 conversation custom attributes response parity | `internal/handler/api/v1/conversation_handler.go`, conversation handler tests | `reference/chatwoot/app/controllers/api/v1/accounts/conversations_controller.rb`, `app/views/api/v1/accounts/conversations/custom_attributes.json.jbuilder`, dashboard `api/inbox/conversation.js`, conversation store action | Account conversation custom attribute updates now return Chatwoot `{ custom_attributes: ... }` only, matching the store action that reads `response.data.custom_attributes`, instead of returning the full conversation serializer with unrelated fields. Empty/null JSON serializes as `{}`. | Review by `feat(conversations): align custom attribute response`; focused handler tests, combined handler/service/router tests, full `go test ./...`, and `git diff --check` passed. |
|
|
|
|
@@ -213,6 +215,7 @@ This ledger records the committed parity checkpoints that future slices should b
|
|
|
|
|
|
|
|
|
|
| Commit | Scope | Verification summary | Follow-up state |
|
|
|
|
|
| --- | --- | --- | --- |
|
|
|
|
|
| `feat(dashboard-apps): align chatwoot payloads` | Advances P3.13 dashboard app parity by matching Chatwoot `DashboardAppsController`, dashboard app Jbuilder partials, model content schema, and reused dashboard integrations settings store/API. GoChat now tracks the dashboard app resource routes, accepts the raw frontend create/update bodies plus Rails-style wrappers, scopes show/update/delete by account, returns raw dashboard app partial payloads instead of local success/data envelopes or extended model fields, returns `200 OK` for create and `204` for delete, and validates content as at least one frame widget with an HTTP(S) URL. | `go test ./internal/handler/api/v1 -run DashboardApp -count=1`; `go test ./internal/service -run DashboardApp -count=1`; `go test ./internal/handler/api/v1 ./internal/service ./internal/repository ./internal/router ./cmd/route_parity -run 'DashboardApp\|Router\|Route' -count=1`; `go run ./cmd/dump_routes > docs/parity/gochat_routes.txt`; `go run ./cmd/route_parity`; full `go test ./...`; `git diff --check`. Route dump is `TOTAL: 907`; tracked route parity is `357 exact, 0 method-compatible, 13 parameter-compatible, 0 missing out of 370`. | P3.13 moves to Review for current dashboard integrations settings evidence; continue Phase 2/3 drift audit, Phase 6 placeholder audit, B12 live smoke, or fresh reference/smoke drift. |
|
|
|
|
|
| `feat(integrations): align dyte meeting routes` | Advances P3.12 account Dyte integration parity by matching Chatwoot `Api::V1::Accounts::Integrations::DyteController`, `Integrations::Dyte::ProcessorService`, Dyte API wrapper behavior, and reused dashboard `api/integrations/dyte.js`/video-call components. GoChat now registers the account-scoped create-meeting and add-participant routes, tracks them in route parity, loads Dyte credentials from account integration hooks, creates outgoing `integrations` messages with Dyte meeting attributes, accepts `integrations` as a valid message content type, and returns participant token payloads through a fakeable Dyte backend. | `go test ./internal/service -run Dyte -count=1`; `go test ./internal/handler/api/v1 -run Dyte -count=1`; `go test ./internal/handler/api/v1 ./internal/service ./internal/router ./cmd/route_parity ./internal/app -count=1`; `go run ./cmd/dump_routes > docs/parity/gochat_routes.txt`; `go run ./cmd/route_parity`; full `go test ./...`; `git diff --check`. Route dump is `TOTAL: 907`; tracked route parity is `355 exact, 0 method-compatible, 9 parameter-compatible, 0 missing out of 364`. | P3.12 moves to Review for current dashboard Dyte evidence; continue Phase 2/3 drift audit, Phase 6 placeholder audit, B12 live smoke, or fresh reference/smoke drift. |
|
|
|
|
|
| `feat(profile): send confirmation invitations` | Advances P3.2a invitation/confirmation mail parity by matching Chatwoot `AgentBuilder`, Devise confirmation instructions view/specs, and profile resend controller behavior for non-SSO flows. GoChat now has a fakeable/environment SMTP confirmation mail boundary; profile resend persists confirmation or reset-password tokens and sends normal confirmation or workspace invitation payloads; confirmed resends remain no-op; newly created invited agents send invitation mail; `users.unconfirmed_email` is modeled for email-update branch routing; and bootstrap wires the account agent handler plus confirmation mailers. | `go test ./internal/handler/api/v1 -run 'ProfileHandlerSuite/TestResendConfirmation\|AgentHandlerSuite/TestCreateAgent' -count=1`; `go test ./internal/service ./internal/repository ./cmd/migrate ./internal/app -run 'Profile\|Agent\|App\|Migrate' -count=1`; `go test ./internal/handler/api/v1 ./internal/service ./internal/repository ./internal/router ./cmd/migrate ./internal/app -count=1`; full `go test ./...`; `git diff --check`. No route artifacts changed. | P3.2a moves to Review for current non-SSO reference evidence; continue Phase 2/3 drift audit, Phase 6 placeholder audit, B12 live smoke, or fresh reference/smoke drift. |
|
|
|
|
|
| `docs: land active parity follow-up` | Documentation/tooling checkpoint requested before continuing implementation. It records the committed `682d0ab feat(profile): send confirmation invitations` baseline, refreshes the Phase 6 placeholder and B12 readiness evidence, and keeps the next executable queue limited to Phase 2/3 drift audit, optional B12 live smoke, or fresh reference/smoke findings. | `bash -n scripts/parity_frontend_smoke.sh`; `scripts/parity_frontend_smoke.sh --check`; `rg -n "TODO\|placeholder\|chatwootParityStub\|stub\|not implemented\|unsupported" internal/handler internal/service internal/router -g'*.go'`; `go run ./cmd/dump_routes`; `go run ./cmd/route_parity`; `git diff --check`. No route artifacts changed; route dump remains `TOTAL: 905`. | Continue Phase 2/3 drift audit first unless the full B12 live stack is available. Keep Phase 6 in Review and reopen only from fresh frontend-reachable placeholder evidence. |
|
|
|
|
@@ -2207,6 +2210,7 @@ Verification milestone gates:
|
|
|
|
|
|
|
|
|
|
## Progress Log
|
|
|
|
|
|
|
|
|
|
- 2026-06-06: P3.13 dashboard apps checkpoint prepared as `feat(dashboard-apps): align chatwoot payloads`; audited Chatwoot `routes.rb:130`, `DashboardAppsController`, dashboard app Jbuilder views, `DashboardApp` content schema, reused dashboard `api/dashboardApps.js`, Vuex `dashboardApps` store, and DashboardApps modal/index components. Dashboard app routes are now tracked, create/update accept raw frontend bodies as well as `{ dashboard_app: ... }`, create returns raw `200 OK` payloads, list/show/create/update return only `id`, `title`, `content`, and `created_at`, show/update/delete are account-scoped, delete returns `204`, and content validation rejects empty arrays, non-frame widgets, and non-HTTP(S) URLs. Focused dashboard app handler/service tests, combined handler/service/repository/router/route-parity tests, route dump/parity regeneration, full `go test ./...`, and `git diff --check` passed; route dump remains `TOTAL: 907` and tracked route parity is `357 exact, 0 method-compatible, 13 parameter-compatible, 0 missing out of 370`.
|
|
|
|
|
- 2026-06-06: P3.12 account Dyte integration checkpoint prepared as `feat(integrations): align dyte meeting routes`; audited Chatwoot `routes.rb:357-358`, `Api::V1::Accounts::Integrations::DyteController`, `Integrations::Dyte::ProcessorService`, `lib/dyte.rb`, reused dashboard `api/integrations/dyte.js`, `VideoCallButton.vue`, and the Dyte message bubble. Account Dyte create-meeting/add-participant routes are now registered and tracked, create-meeting resolves conversations by display ID, checks inbox access, loads account hook credentials, creates an outgoing `integrations` message with `content_attributes.type=dyte`, and returns the normal message serializer; add-participant rejects non-integration messages with the reference error and returns the Dyte participant token payload through a fakeable backend. Focused Dyte service/handler tests, combined handler/service/router/app/route-parity tests, route dump/parity regeneration, full `go test ./...`, and `git diff --check` passed; route dump is `TOTAL: 907` and tracked route parity is `355 exact, 0 method-compatible, 9 parameter-compatible, 0 missing out of 364`.
|
|
|
|
|
- 2026-06-06: P3.2 account-user inviter checkpoint prepared as `feat(account-users): align inviter id`; audited Chatwoot `AccountUser` schema, `AgentBuilder#create_account_user`, `api/v1/models/_user.json.jbuilder`, and enterprise `Audit::AccountUser`. GoChat now persists invitation source through the Chatwoot `inviter_id` column/JSON name instead of the local `invited_by` column, copies existing `invited_by` values forward in migration `000031`, emits account-user lifecycle events with `inviter_id`, and verifies agent creation stores the current user as inviter without leaking inviter fields through the `_agent` serializer. Focused model/agent/service/repository/migration tests, full `go test ./...`, and `git diff --check` passed. Continue remaining P3.2 invitation mail/confirmation drift or B12 live smoke.
|
|
|
|
|
- 2026-06-06: P3.1 profile HMAC checkpoint prepared as `feat(profile): expose hmac identifier`; audited Chatwoot `app/views/api/v1/models/_user.json.jbuilder`, `UserAttributeHelpers#hmac_identifier`, `spec/models/user_spec.rb`, and reused frontend `scriptHelpers.js`. Profile responses now omit `hmac_identifier` when `CHATWOOT_INBOX_HMAC_KEY` is absent and expose `OpenSSL::HMAC.hexdigest('sha256', key, email)` compatible values when the installation config exists, letting the reused widget script helper send `identifier_hash` without adapter code. Focused profile handler tests, service compile test, full `go test ./...`, and `git diff --check` passed. Continue remaining P3.2 invitations drift or B12 live smoke.
|
|
|
|
|