Adds a read-only Stripe integration so support agents can view customer
details, subscriptions, and recent invoices directly in the conversation
sidebar without asking a teammate to look them up in Stripe.
Account administrators connect through OAuth and manage the connection
from Settings → Integrations. Super Admin controls the Stripe app
configuration. Sandbox and live connections are supported; Chatwoot's
own subscription billing is unchanged.
### Things to know
- This is an initial read-only integration. Refunds, payment actions,
and webhook-driven updates are not included.
- Customer lookup uses the conversation contact's email. When multiple
Stripe customers match, the agent selects one. Billing data is scoped to
conversations the agent can access.
- Customer matching uses Stripe Search with an exact case-insensitive
email check. Newly created or edited customers may not appear
immediately because of indexing delays. Stripe Search is unavailable to
businesses in India; this integration currently shares that limitation.
See [Stripe Search
limitations](https://docs.stripe.com/search#limitations).
- Connections reuse integration hooks, with encrypted OAuth credentials
and token refresh. No new database table is required. Active Record
encryption must be configured.
- Configure the matching OAuth installation link and developer secret in
Super Admin → Settings → Stripe. The Stripe app must allow the
installation's `/stripe/callback` URL. Each installation uses one
credential pair; changing environments requires reconnecting accounts.
- Disconnecting removes the local credentials. Uninstall the app in
Stripe to revoke provider-side access.
- The sandbox flow has been exercised locally. Live-mode behavior has
automated coverage, but live credentials, an internal live pilot,
deployment, and Marketplace publishing are deferred.
### How to test
1. Configure a sandbox OAuth link and matching developer key in Super
Admin → Settings → Stripe, with Active Record encryption enabled.
2. As an account administrator, open Settings → Integrations → Stripe
and connect a sandbox. Confirm the connected account, environment, date,
and dashboard link.
3. Create a Stripe customer whose email matches a Chatwoot contact, with
a subscription and invoices. Open that contact's conversation and expand
Stripe to see the customer, subscription status, and recent invoice
amounts, dates, and statuses.
4. Check a contact with no email, no matching customer, and multiple
matching customers. The sidebar should show the appropriate empty state
or customer selector.
Use a mixed-case email in Stripe to verify case-insensitive matching,
and edit the contact email with the sidebar open to verify it reloads
and clears the old customer selection. Allow time for Stripe's search
index to update.
5. Confirm agents cannot manage the connection or retrieve Stripe data
through an inaccessible conversation.
6. Disconnect and confirm the sidebar is no longer available.
Live-account verification is a separate rollout step and has not been
performed.
---------
Co-authored-by: Muhsin <12408980+muhsin-k@users.noreply.github.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
f1c9e4831b
