feat: branded email layouts for email inboxes (#14936)

## Description

Adds an API-only branded email layout feature for Email inbox replies.
Administrators can configure an account-level fallback layout and
per-email-inbox overrides with Liquid HTML using `{{ content_for_layout
}}`, and eligible outbound email replies/transcripts render through the
scoped layout when the account feature flag `branded_email_templates` is
enabled.

The feature is disabled by default and is manually controlled through
the normal account feature flag mechanism.

Fixes
https://linear.app/chatwoot/issue/CW-7514/branded-html-email-templates-per-inboxbrand

## Type of change

- [x] New feature (non-breaking change which adds functionality)
- [x] This change requires a documentation update

## How to test

1. Start Chatwoot locally and sign in as an administrator.
2. Enable the account feature flag for the account you are testing:

   ```ruby
   account = Account.find(<account_id>)
   account.enable_features!(:branded_email_templates)
   ```

3. Create or pick an Email inbox, then note the `account_id` and
`inbox_id`.
4. Configure an account-level fallback layout through the API using
authenticated admin headers:

   ```http
   PATCH /api/v1/accounts/:account_id/branded_email_layout
   Content-Type: application/json

   {
"branded_email_layout": "<html><body><header>Account Brand</header>{{
content_for_layout }}<footer>Account footer</footer></body></html>"
   }
   ```

5. Confirm `GET /api/v1/accounts/:account_id/branded_email_layout`
returns the saved account layout.
6. Configure an inbox-level override for the Email inbox:

   ```http
   PATCH /api/v1/accounts/:account_id/inboxes/:inbox_id
   Content-Type: application/json

   {
"branded_email_layout": "<html><body><header>Inbox Brand</header>{{
content_for_layout }}<footer>Inbox footer</footer></body></html>"
   }
   ```

7. Confirm `GET /api/v1/accounts/:account_id/inboxes/:inbox_id` returns
the inbox `branded_email_layout`.
8. Send an Email inbox reply and verify the outbound email body is
wrapped with the inbox layout around the generated reply content.
9. Clear the inbox layout by sending a blank value, then send another
reply and verify it falls back to the account layout:

   ```http
   PATCH /api/v1/accounts/:account_id/inboxes/:inbox_id
   Content-Type: application/json

   {
     "branded_email_layout": ""
   }
   ```

10. Clear the account layout with a blank value and verify Email replies
return to the existing no-layout behavior.
11. Verify validation behavior:
- Updating either API with a layout that omits `{{ content_for_layout
}}` returns `422`.
    - Updating either API with invalid Liquid returns `422`.
- Updating a non-Email inbox with `branded_email_layout` returns `422`.
- Disabling `branded_email_templates` and updating a layout returns
`422`.

## How Has This Been Tested?

Validation:

- `bundle exec rspec spec/models/email_template_spec.rb
spec/controllers/api/v1/accounts/branded_email_layouts_controller_spec.rb
spec/controllers/api/v1/accounts/inboxes_controller_spec.rb
spec/lib/email_templates/db_resolver_service_spec.rb
spec/mailers/conversation_reply_mailer_spec.rb`
- `bundle exec rspec
spec/enterprise/services/enterprise/billing/handle_stripe_event_service_spec.rb
spec/enterprise/services/internal/reconcile_plan_config_service_spec.rb`
- `bundle exec rubocop` on changed Ruby files, excluding generated
`db/schema.rb`
- `git diff --check` and `git diff --cached --check`
- YAML parsing for changed config/Swagger files
- `bundle exec rails routes -g branded_email_layout`

## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have made corresponding changes to the documentation
- [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
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] My changes generate no new warnings
- [ ] Any dependent changes have been merged and published in downstream
modules
This commit is contained in:
Sony Mathew
2026-07-17 15:25:55 +05:30
committed by GitHub
parent 331875cdaa
commit c420edce58
25 changed files with 1023 additions and 22 deletions
@@ -0,0 +1,28 @@
class Api::V1::Accounts::BrandedEmailLayoutsController < Api::V1::Accounts::BaseController
before_action :check_admin_authorization?
def show
set_branded_email_layout
end
def update
unless Current.account.feature_enabled?(:branded_email_templates)
render_could_not_create_error('Branded email templates feature is not enabled')
return
end
branded_email_layout = params[:branded_email_layout] == 'null' ? nil : params[:branded_email_layout]
EmailTemplate.update_account_branded_layout!(account: Current.account, body: branded_email_layout) if params.key?(:branded_email_layout)
set_branded_email_layout
rescue ActiveRecord::RecordInvalid => e
render_could_not_create_error(e.record.errors.full_messages.join(', '))
end
private
def set_branded_email_layout
@branded_email_layout = EmailTemplate.account_branded_layout_template_for(Current.account)&.body
end
end
Api::V1::Accounts::BrandedEmailLayoutsController.prepend_mod_with('Api::V1::Accounts::BrandedEmailLayoutsController')
@@ -45,11 +45,20 @@ class Api::V1::Accounts::InboxesController < Api::V1::Accounts::BaseController
end
def update
inbox_params = permitted_params.except(:channel, :csat_config)
inbox_params[:csat_config] = format_csat_config(permitted_params[:csat_config]) if permitted_params[:csat_config].present?
@inbox.update!(inbox_params)
update_inbox_working_hours
update_channel if channel_update_required?
continue_update = false
ActiveRecord::Base.transaction do
continue_update = update_branded_email_layout
raise ActiveRecord::Rollback unless continue_update
inbox_params = permitted_params.except(:channel, :csat_config)
inbox_params[:csat_config] = format_csat_config(permitted_params[:csat_config]) if permitted_params[:csat_config].present?
@inbox.update!(inbox_params)
update_inbox_working_hours
update_channel if channel_update_required?
end
return unless continue_update
end
def agent_bot
@@ -155,6 +164,34 @@ class Api::V1::Accounts::InboxesController < Api::V1::Accounts::BaseController
formatted['template'] = config['template'] if config['template'].present?
end
def update_branded_email_layout
return true unless params.key?(:branded_email_layout)
branded_email_layout = normalized_branded_email_layout
unless Current.account.feature_enabled?(:branded_email_templates)
return true if branded_email_layout.blank?
render_could_not_create_error('Branded email templates feature is not enabled')
return false
end
unless @inbox.email?
return true if branded_email_layout.blank?
render_could_not_create_error('Branded email layout is only supported for email inboxes')
return false
end
@inbox.update_branded_email_layout!(branded_email_layout)
true
rescue ActiveRecord::RecordInvalid => e
render_could_not_create_error(e.record.errors.full_messages.join(', '))
false
end
def normalized_branded_email_layout = params[:branded_email_layout] == 'null' ? nil : params[:branded_email_layout]
def inbox_attributes
[:name, :avatar, :greeting_enabled, :greeting_message, :enable_email_collect, :csat_survey_enabled,
:enable_auto_assignment, :working_hours_enabled, :out_of_office_message, :timezone, :allow_messages_after_resolved,
+14
View File
@@ -2,4 +2,18 @@ class InboxDrop < BaseDrop
def name
@obj.try(:name)
end
def business_name
@obj.try(:sanitized_business_name)
end
def avatar_url
@obj.try(:avatar_url)
end
def email
return unless @obj.try(:email?)
@obj.try(:email_address).presence || @obj.try(:channel).try(:email)
end
end
+18
View File
@@ -69,6 +69,8 @@ class ConversationReplyMailer < ApplicationMailer
@agent = @conversation.assignee
@inbox = @conversation.inbox
@channel = @inbox.channel
Current.account = @account
Current.inbox = @inbox
end
def should_use_conversation_email_address?
@@ -200,8 +202,24 @@ class ConversationReplyMailer < ApplicationMailer
end
def choose_layout
return 'mailer/base' if branded_email_layout_action?
return false if action_name == 'reply_without_summary' || action_name == 'email_reply'
'mailer/base'
end
def branded_email_layout_action?
return false unless action_name.in?(%w[email_reply reply_without_summary])
return @inbox.branded_email_layout_available? if @inbox&.email?
@account&.feature_enabled?(:branded_email_templates) && EmailTemplate.account_branded_layout_template_for(@account).present?
end
def liquid_droppables
super.merge({
agent: current_message&.sender || @agent,
contact: @contact,
message: @message || @messages&.last
})
end
end
@@ -0,0 +1,36 @@
# frozen_string_literal: true
module InboxBrandedEmailLayoutable
extend ActiveSupport::Concern
def branded_email_layout
branded_email_layout_template&.body
end
def branded_email_layout_template
email_templates.find_by(name: EmailTemplate::BRANDED_LAYOUT_NAME, template_type: :layout, locale: EmailTemplate::DEFAULT_LOCALE)
end
def effective_branded_email_layout_template(locale = I18n.locale)
EmailTemplate.branded_layout_for(inbox: self, account: account, locale: locale)
end
def branded_email_layout_available?
email? && account.feature_enabled?(:branded_email_templates) && effective_branded_email_layout_template.present?
end
def update_branded_email_layout!(body)
if body.blank?
branded_email_layout_template&.destroy!
return
end
template = branded_email_layout_template || email_templates.new(
name: EmailTemplate::BRANDED_LAYOUT_NAME,
template_type: :layout,
locale: EmailTemplate::DEFAULT_LOCALE,
account: account
)
template.update!(body: body)
end
end
+94 -2
View File
@@ -10,19 +10,111 @@
# created_at :datetime not null
# updated_at :datetime not null
# account_id :integer
# inbox_id :integer
#
# Indexes
#
# index_email_templates_on_name_and_account_id (name,account_id) UNIQUE
# index_email_templates_on_account_scope (account_id,name,template_type,locale) UNIQUE WHERE ((account_id IS NOT NULL) AND (inbox_id IS NULL))
# index_email_templates_on_inbox_id (inbox_id)
# index_email_templates_on_inbox_scope (inbox_id,name,template_type,locale) UNIQUE WHERE (inbox_id IS NOT NULL)
# index_email_templates_on_installation_scope (name,template_type,locale) UNIQUE WHERE ((account_id IS NULL) AND (inbox_id IS NULL))
#
class EmailTemplate < ApplicationRecord
BRANDED_LAYOUT_NAME = 'base'.freeze
DEFAULT_LOCALE = 'en'.freeze
CONTENT_FOR_LAYOUT_PATTERN = /\{\{\s*content_for_layout\s*\}\}/
enum :locale, LANGUAGES_CONFIG.map { |key, val| [val[:iso_639_1_code], key] }.to_h, prefix: true
enum :template_type, { layout: 0, content: 1 }
belongs_to :account, optional: true
belongs_to :inbox, optional: true
validates :name, uniqueness: { scope: :account }
validates :name,
uniqueness: { scope: %i[template_type locale], conditions: -> { where(account_id: nil, inbox_id: nil) } },
if: :installation_scoped?
validates :name, uniqueness: { scope: %i[account_id template_type locale], conditions: -> { where(inbox_id: nil) } }, if: :account_scoped?
validates :name, uniqueness: { scope: %i[inbox_id template_type locale] }, if: :inbox_scoped?
validate :validate_inbox_account
validate :validate_liquid_body
validate :validate_layout_slot, if: :layout?
def self.resolver(options = {})
::EmailTemplates::DbResolverService.using self, options
end
def self.branded_layout_for(inbox:, account:, locale: I18n.locale)
layout_template_for_scope(inbox: inbox, account: account, locale: locale)
end
def self.account_branded_layout_template_for(account)
find_by(account: account, inbox: nil, name: BRANDED_LAYOUT_NAME, template_type: :layout, locale: DEFAULT_LOCALE)
end
def self.update_account_branded_layout!(account:, body:)
if body.blank?
account_branded_layout_template_for(account)&.destroy!
return
end
template = account_branded_layout_template_for(account) || new(
account: account,
name: BRANDED_LAYOUT_NAME,
template_type: :layout,
locale: DEFAULT_LOCALE
)
template.update!(body: body)
end
def self.locale_candidates(locale)
candidate = locale.to_s
([candidate] + [DEFAULT_LOCALE]).select { |locale_key| locales.key?(locale_key) }.uniq
end
def self.layout_template_for_scope(inbox:, account:, locale:)
scoped_relations = []
scoped_relations << where(inbox: inbox) if inbox.present?
scoped_relations << where(account: account, inbox: nil) if account.present?
scoped_relations << where(account: nil, inbox: nil)
scoped_relations.each do |relation|
locale_candidates(locale).each do |locale_key|
template = relation.find_by(name: BRANDED_LAYOUT_NAME, template_type: :layout, locale: locale_key)
return template if template.present?
end
end
nil
end
private
def installation_scoped?
account_id.nil? && inbox_id.nil?
end
def account_scoped?
account_id.present? && inbox_id.nil?
end
def inbox_scoped?
inbox_id.present?
end
def validate_inbox_account
return if inbox.blank? || account.blank?
return if inbox.account_id == account_id
errors.add(:account, 'must match inbox account')
end
def validate_liquid_body
Liquid::Template.parse(body.to_s)
rescue Liquid::Error => e
errors.add(:body, "has invalid Liquid syntax: #{e.message}")
end
def validate_layout_slot
return if body.to_s.match?(CONTENT_FOR_LAYOUT_PATTERN)
errors.add(:body, 'must include {{ content_for_layout }}')
end
end
+2
View File
@@ -45,6 +45,7 @@ class Inbox < ApplicationRecord
include OutOfOffisable
include AccountCacheRevalidator
include InboxAgentAvailability
include InboxBrandedEmailLayoutable
# Not allowing characters:
validates :name, presence: true
@@ -67,6 +68,7 @@ class Inbox < ApplicationRecord
has_many :members, through: :inbox_members, source: :user
has_many :conversations, dependent: :destroy_async
has_many :messages, dependent: :destroy_async
has_many :email_templates, dependent: :destroy_async
has_one :inbox_assignment_policy, dependent: :destroy
has_one :assignment_policy, through: :inbox_assignment_policy
@@ -29,12 +29,14 @@ class ::EmailTemplates::DbResolverService < ActionView::Resolver
end
# rubocop:enable Metrics/ParameterLists
# the function has to accept(name, prefix, partial, _details, _locals = [])
# _details contain local info which we can leverage in future
# the function has to accept(name, prefix, partial, details, locals = [])
# details contain local info which we can leverage in future
# cause of codeclimate issue with 4 args, relying on (*args)
def find_templates(name, prefix, partial, *_args)
def find_templates(name, prefix, partial, *args)
@template_name = name
@template_type = prefix.include?('layout') ? 'layout' : 'content'
@template_type = prefix.to_s.include?('layout') ? 'layout' : 'content'
@prefix = prefix
@details = args.first if args.first.is_a?(Hash)
@db_template = find_db_template
return [] if @db_template.blank?
@@ -54,17 +56,62 @@ class ::EmailTemplates::DbResolverService < ActionView::Resolver
private
def find_db_template
find_account_template || find_installation_template
find_inbox_template || find_account_template || find_installation_template
end
def find_inbox_template
return unless email_inbox_layout_lookup? && branded_email_templates_enabled?
find_template_for(@@model.where(inbox: Current.inbox))
end
def find_account_template
return unless Current.account
return if account_layout_lookup? && !branded_email_templates_enabled?
@@model.find_by(name: @template_name, template_type: @template_type, account: Current.account)
find_template_for(@@model.where(account: Current.account, inbox: nil))
end
def find_installation_template
@@model.find_by(name: @template_name, template_type: @template_type, account: nil)
find_template_for(@@model.where(account: nil, inbox: nil))
end
def account_layout_lookup?
@template_type == 'layout' && Current.account.present?
end
def email_inbox_layout_lookup?
account_layout_lookup? && Current.inbox&.email?
end
def branded_email_templates_enabled?
Current.account&.feature_enabled?(:branded_email_templates)
end
def find_template_for(relation)
locale_candidates.each do |locale|
template_names.each do |name|
template = relation.find_by(name: name, template_type: @template_type, locale: locale)
return template if template.present?
end
end
nil
end
def locale_candidates
locale = Array(@details&.dig(:locale)).first
EmailTemplate.locale_candidates(locale.presence || EmailTemplate::DEFAULT_LOCALE)
end
def template_names
[db_template_name, @template_name].uniq
end
def db_template_name
return @template_name if @template_type == 'layout'
build_path(@prefix)
end
# Build path with eventual prefix
@@ -0,0 +1 @@
json.branded_email_layout @branded_email_layout
@@ -0,0 +1 @@
json.branded_email_layout @branded_email_layout
@@ -1 +1 @@
json.partial! 'api/v1/models/inbox', formats: [:json], resource: @inbox
json.partial! 'api/v1/models/inbox', formats: [:json], resource: @inbox, with_branded_email_layout: true
@@ -1 +1 @@
json.partial! 'api/v1/models/inbox', formats: [:json], resource: @inbox
json.partial! 'api/v1/models/inbox', formats: [:json], resource: @inbox, with_branded_email_layout: true
@@ -81,6 +81,10 @@ if resource.email?
json.email resource.channel.try(:email)
json.forwarding_enabled ENV.fetch('MAILER_INBOUND_EMAIL_DOMAIN', '').present?
json.forward_to_email resource.channel.try(:forward_to_email) if ENV.fetch('MAILER_INBOUND_EMAIL_DOMAIN', '').present?
if Current.account_user&.administrator? && defined?(with_branded_email_layout) && with_branded_email_layout.present? &&
Current.account.feature_enabled?(:branded_email_templates)
json.branded_email_layout resource.branded_email_layout
end
## IMAP
if Current.account_user&.administrator?
+2 -3
View File
@@ -120,10 +120,9 @@
display_name: Message Reply To
enabled: false
deprecated: true
- name: insert_article_in_reply
display_name: Insert Article in Reply
- name: branded_email_templates
display_name: Branded Email Templates
enabled: false
deprecated: true
- name: inbox_view
display_name: Inbox View
enabled: false
+1
View File
@@ -267,6 +267,7 @@ Rails.application.routes.draw do
resources :custom_attribute_definitions, only: [:index, :show, :create, :update, :destroy]
resources :custom_filters, only: [:index, :show, :create, :update, :destroy]
resource :branded_email_layout, only: [:show, :update]
resources :inboxes, only: [:index, :show, :create, :update, :destroy] do
get :assignable_agents, on: :member
get :campaigns, on: :member
@@ -0,0 +1,50 @@
class AddInboxScopeToEmailTemplates < ActiveRecord::Migration[7.1]
def up
add_column :email_templates, :inbox_id, :integer
add_index :email_templates, :inbox_id, name: 'index_email_templates_on_inbox_id'
remove_index :email_templates, name: 'index_email_templates_on_name_and_account_id'
ensure_no_duplicate_installation_templates!
add_index :email_templates,
[:name, :template_type, :locale],
unique: true,
where: 'account_id IS NULL AND inbox_id IS NULL',
name: 'index_email_templates_on_installation_scope'
add_index :email_templates,
[:account_id, :name, :template_type, :locale],
unique: true,
where: 'account_id IS NOT NULL AND inbox_id IS NULL',
name: 'index_email_templates_on_account_scope'
add_index :email_templates,
[:inbox_id, :name, :template_type, :locale],
unique: true,
where: 'inbox_id IS NOT NULL',
name: 'index_email_templates_on_inbox_scope'
end
def down
remove_index :email_templates, name: 'index_email_templates_on_inbox_scope'
remove_index :email_templates, name: 'index_email_templates_on_account_scope'
remove_index :email_templates, name: 'index_email_templates_on_installation_scope'
remove_index :email_templates, name: 'index_email_templates_on_inbox_id'
add_index :email_templates, [:name, :account_id], unique: true, name: 'index_email_templates_on_name_and_account_id'
remove_column :email_templates, :inbox_id
end
private
def ensure_no_duplicate_installation_templates!
duplicates = select_values <<~SQL.squish
SELECT CONCAT(name, '/', template_type, '/', locale)
FROM email_templates
WHERE account_id IS NULL
GROUP BY name, template_type, locale
HAVING COUNT(*) > 1
SQL
return if duplicates.empty?
raise ActiveRecord::IrreversibleMigration,
"Duplicate installation email templates must be resolved before migrating: #{duplicates.join(', ')}"
end
end
@@ -0,0 +1,21 @@
class RepurposeInsertArticleInReplyForBrandedEmailTemplates < ActiveRecord::Migration[7.1]
def up
Account.feature_branded_email_templates.find_each(batch_size: 100) do |account|
account.disable_features(:branded_email_templates)
account.save!(validate: false)
end
remove_stale_default_feature
end
private
def remove_stale_default_feature
config = InstallationConfig.find_by(name: 'ACCOUNT_LEVEL_FEATURE_DEFAULTS')
return if config&.value.blank?
config.value = config.value.reject { |feature| feature['name'] == 'insert_article_in_reply' }
config.save!
GlobalConfig.clear_cache
end
end
+5 -1
View File
@@ -987,7 +987,11 @@ ActiveRecord::Schema[7.1].define(version: 2026_07_13_184351) do
t.integer "locale", default: 0, null: false
t.datetime "created_at", null: false
t.datetime "updated_at", null: false
t.index ["name", "account_id"], name: "index_email_templates_on_name_and_account_id", unique: true
t.integer "inbox_id"
t.index ["account_id", "name", "template_type", "locale"], name: "index_email_templates_on_account_scope", unique: true, where: "(account_id IS NOT NULL) AND (inbox_id IS NULL)"
t.index ["inbox_id", "name", "template_type", "locale"], name: "index_email_templates_on_inbox_scope", unique: true, where: "(inbox_id IS NOT NULL)"
t.index ["inbox_id"], name: "index_email_templates_on_inbox_id"
t.index ["name", "template_type", "locale"], name: "index_email_templates_on_installation_scope", unique: true, where: "(account_id IS NULL) AND (inbox_id IS NULL)"
end
create_table "folders", force: :cascade do |t|
+2
View File
@@ -4,6 +4,7 @@ module Current
thread_mattr_accessor :account_user
thread_mattr_accessor :executed_by
thread_mattr_accessor :contact
thread_mattr_accessor :inbox
def self.reset
Current.user = nil
@@ -11,5 +12,6 @@ module Current
Current.account_user = nil
Current.executed_by = nil
Current.contact = nil
Current.inbox = nil
end
end
@@ -0,0 +1,152 @@
require 'rails_helper'
RSpec.describe 'Branded Email Layout API', type: :request do
let(:account) { create(:account) }
let(:admin) { create(:user, account: account, role: :administrator) }
let(:agent) { create(:user, account: account, role: :agent) }
let(:layout) { '<html><body><header>Brand</header>{{ content_for_layout }}</body></html>' }
describe 'GET /api/v1/accounts/{account.id}/branded_email_layout' do
context 'when it is an unauthenticated user' do
it 'returns unauthorized' do
get "/api/v1/accounts/#{account.id}/branded_email_layout"
expect(response).to have_http_status(:unauthorized)
end
end
context 'when it is an agent' do
it 'returns unauthorized' do
get "/api/v1/accounts/#{account.id}/branded_email_layout",
headers: agent.create_new_auth_token,
as: :json
expect(response).to have_http_status(:unauthorized)
end
end
context 'when it is an administrator' do
it 'returns the account-scoped branded email layout' do
create(:email_template, :layout, account: account, body: layout)
get "/api/v1/accounts/#{account.id}/branded_email_layout",
headers: admin.create_new_auth_token,
as: :json
expect(response).to have_http_status(:success)
expect(response.parsed_body['branded_email_layout']).to eq(layout)
end
it 'returns null when no account-scoped layout exists' do
get "/api/v1/accounts/#{account.id}/branded_email_layout",
headers: admin.create_new_auth_token,
as: :json
expect(response).to have_http_status(:success)
expect(response.parsed_body['branded_email_layout']).to be_nil
end
end
end
describe 'PATCH /api/v1/accounts/{account.id}/branded_email_layout' do
context 'when it is an unauthenticated user' do
it 'returns unauthorized' do
patch "/api/v1/accounts/#{account.id}/branded_email_layout",
params: { branded_email_layout: layout },
as: :json
expect(response).to have_http_status(:unauthorized)
end
end
context 'when it is an agent' do
it 'returns unauthorized' do
patch "/api/v1/accounts/#{account.id}/branded_email_layout",
headers: agent.create_new_auth_token,
params: { branded_email_layout: layout },
as: :json
expect(response).to have_http_status(:unauthorized)
end
end
context 'when it is an administrator' do
it 'updates account-scoped branded email layout when feature is enabled' do
account.enable_features!(:branded_email_templates)
patch "/api/v1/accounts/#{account.id}/branded_email_layout",
headers: admin.create_new_auth_token,
params: { branded_email_layout: layout },
as: :json
template = EmailTemplate.account_branded_layout_template_for(account)
expect(response).to have_http_status(:success)
expect(template.body).to eq(layout)
expect(response.parsed_body['branded_email_layout']).to eq(layout)
end
it 'clears account-scoped branded email layout when blank value is passed' do
account.enable_features!(:branded_email_templates)
create(:email_template, :layout, account: account, body: layout)
patch "/api/v1/accounts/#{account.id}/branded_email_layout",
headers: admin.create_new_auth_token,
params: { branded_email_layout: '' },
as: :json
expect(response).to have_http_status(:success)
expect(EmailTemplate.account_branded_layout_template_for(account)).to be_nil
expect(response.parsed_body['branded_email_layout']).to be_nil
end
it 'clears account-scoped branded email layout when null string is passed' do
account.enable_features!(:branded_email_templates)
create(:email_template, :layout, account: account, body: layout)
patch "/api/v1/accounts/#{account.id}/branded_email_layout",
headers: admin.create_new_auth_token,
params: { branded_email_layout: 'null' },
as: :json
expect(response).to have_http_status(:success)
expect(EmailTemplate.account_branded_layout_template_for(account)).to be_nil
expect(response.parsed_body['branded_email_layout']).to be_nil
end
it 'rejects updates when feature is disabled' do
patch "/api/v1/accounts/#{account.id}/branded_email_layout",
headers: admin.create_new_auth_token,
params: { branded_email_layout: layout },
as: :json
expect(response).to have_http_status(:unprocessable_entity)
expect(response.parsed_body['error']).to eq('Branded email templates feature is not enabled')
expect(EmailTemplate.account_branded_layout_template_for(account)).to be_nil
end
it 'rejects account-scoped branded email layout without content slot' do
account.enable_features!(:branded_email_templates)
patch "/api/v1/accounts/#{account.id}/branded_email_layout",
headers: admin.create_new_auth_token,
params: { branded_email_layout: '<html>No slot</html>' },
as: :json
expect(response).to have_http_status(:unprocessable_entity)
expect(response.parsed_body['error']).to include('must include {{ content_for_layout }}')
end
it 'rejects account-scoped branded email layout with invalid liquid syntax' do
account.enable_features!(:branded_email_templates)
patch "/api/v1/accounts/#{account.id}/branded_email_layout",
headers: admin.create_new_auth_token,
params: { branded_email_layout: '<html>{{ content_for_layout }} {{ broken </html>' },
as: :json
expect(response).to have_http_status(:unprocessable_entity)
expect(response.parsed_body['error']).to include('has invalid Liquid syntax')
end
end
end
end
@@ -36,6 +36,18 @@ RSpec.describe 'Inboxes API', type: :request do
expect(JSON.parse(response.body, symbolize_names: true)[:payload].size).to eq(2)
end
it 'does not include branded email layout in index responses' do
email_inbox = create(:inbox, :with_email, account: account)
create(:email_template, :layout, account: account, inbox: email_inbox, body: '<html>{{ content_for_layout }} Branded</html>')
get "/api/v1/accounts/#{account.id}/inboxes",
headers: admin.create_new_auth_token,
as: :json
inbox_data = JSON.parse(response.body, symbolize_names: true)[:payload].find { |item| item[:id] == email_inbox.id }
expect(inbox_data).not_to have_key(:branded_email_layout)
end
it 'returns only assigned inboxes of current_account as agent' do
get "/api/v1/accounts/#{account.id}/inboxes",
headers: agent.create_new_auth_token,
@@ -161,8 +173,10 @@ RSpec.describe 'Inboxes API', type: :request do
end
it 'returns imap details in inbox when admin' do
account.enable_features!(:branded_email_templates)
email_channel = create(:channel_email, account: account, imap_enabled: true, imap_login: 'test@test.com')
email_inbox = create(:inbox, channel: email_channel, account: account)
create(:email_template, :layout, account: account, inbox: email_inbox, body: '<html>{{ content_for_layout }} Branded</html>')
imap_connection = double
allow(Mail).to receive(:connection).and_return(imap_connection)
@@ -176,6 +190,35 @@ RSpec.describe 'Inboxes API', type: :request do
expect(data[:imap_enabled]).to be_truthy
expect(data[:imap_login]).to eq('test@test.com')
expect(data[:branded_email_layout]).to eq('<html>{{ content_for_layout }} Branded</html>')
end
it 'does not return saved branded email layout when feature is disabled' do
email_channel = create(:channel_email, account: account)
email_inbox = create(:inbox, channel: email_channel, account: account)
create(:email_template, :layout, account: account, inbox: email_inbox, body: '<html>{{ content_for_layout }} Branded</html>')
get "/api/v1/accounts/#{account.id}/inboxes/#{email_inbox.id}",
headers: admin.create_new_auth_token,
as: :json
expect(response).to have_http_status(:success)
expect(response.parsed_body).not_to have_key('branded_email_layout')
end
it 'does not return branded email layout for an agent' do
email_channel = create(:channel_email, account: account)
email_inbox = create(:inbox, channel: email_channel, account: account)
create(:inbox_member, user: agent, inbox: email_inbox)
create(:email_template, :layout, account: account, inbox: email_inbox, body: '<html>{{ content_for_layout }} Branded</html>')
get "/api/v1/accounts/#{account.id}/inboxes/#{email_inbox.id}",
headers: agent.create_new_auth_token,
as: :json
expect(response).to have_http_status(:success)
data = JSON.parse(response.body, symbolize_names: true)
expect(data[:branded_email_layout]).to be_nil
end
context 'when it is a Twilio inbox' do
@@ -577,6 +620,146 @@ RSpec.describe 'Inboxes API', type: :request do
expect(email_channel.reload.email).to eq('emailtest@email.test')
end
it 'updates branded email layout for email inbox when feature is enabled' do
account.enable_features!(:branded_email_templates)
email_channel = create(:channel_email, account: account)
email_inbox = create(:inbox, channel: email_channel, account: account)
layout = '<html><body><header>Brand</header>{{ content_for_layout }}</body></html>'
patch "/api/v1/accounts/#{account.id}/inboxes/#{email_inbox.id}",
headers: admin.create_new_auth_token,
params: { branded_email_layout: layout },
as: :json
expect(response).to have_http_status(:success)
expect(email_inbox.reload.branded_email_layout).to eq(layout)
expect(response.parsed_body['branded_email_layout']).to eq(layout)
end
it 'rolls back branded email layout when inbox update fails' do
account.enable_features!(:branded_email_templates)
email_channel = create(:channel_email, account: account)
email_inbox = create(:inbox, channel: email_channel, account: account)
patch "/api/v1/accounts/#{account.id}/inboxes/#{email_inbox.id}",
headers: admin.create_new_auth_token,
params: { name: '', branded_email_layout: '<html>{{ content_for_layout }} Branded</html>' },
as: :json
expect(response).to have_http_status(:unprocessable_entity)
expect(email_inbox.reload.branded_email_layout).to be_nil
end
it 'clears branded email layout when blank value is passed' do
account.enable_features!(:branded_email_templates)
email_channel = create(:channel_email, account: account)
email_inbox = create(:inbox, channel: email_channel, account: account)
create(:email_template, :layout, account: account, inbox: email_inbox)
patch "/api/v1/accounts/#{account.id}/inboxes/#{email_inbox.id}",
headers: admin.create_new_auth_token,
params: { branded_email_layout: '' },
as: :json
expect(response).to have_http_status(:success)
expect(email_inbox.reload.branded_email_layout).to be_nil
end
it 'clears branded email layout when null string value is passed' do
account.enable_features!(:branded_email_templates)
email_channel = create(:channel_email, account: account)
email_inbox = create(:inbox, channel: email_channel, account: account)
create(:email_template, :layout, account: account, inbox: email_inbox)
patch "/api/v1/accounts/#{account.id}/inboxes/#{email_inbox.id}",
headers: admin.create_new_auth_token,
params: { branded_email_layout: 'null' },
as: :json
expect(response).to have_http_status(:success)
expect(email_inbox.reload.branded_email_layout).to be_nil
end
it 'rejects branded email layout when feature is disabled' do
email_channel = create(:channel_email, account: account)
email_inbox = create(:inbox, channel: email_channel, account: account)
patch "/api/v1/accounts/#{account.id}/inboxes/#{email_inbox.id}",
headers: admin.create_new_auth_token,
params: { branded_email_layout: '<html>{{ content_for_layout }}</html>' },
as: :json
expect(response).to have_http_status(:unprocessable_entity)
expect(response.parsed_body['error']).to eq('Branded email templates feature is not enabled')
expect(email_inbox.reload.branded_email_layout).to be_nil
end
it 'ignores blank branded email layout when feature is disabled' do
email_channel = create(:channel_email, account: account)
email_inbox = create(:inbox, channel: email_channel, account: account)
patch "/api/v1/accounts/#{account.id}/inboxes/#{email_inbox.id}",
headers: admin.create_new_auth_token,
params: { name: 'Renamed Email Inbox', branded_email_layout: nil },
as: :json
expect(response).to have_http_status(:success)
expect(email_inbox.reload.name).to eq('Renamed Email Inbox')
expect(email_inbox.branded_email_layout).to be_nil
end
it 'rejects branded email layout for non-email inboxes' do
account.enable_features!(:branded_email_templates)
patch "/api/v1/accounts/#{account.id}/inboxes/#{inbox.id}",
headers: admin.create_new_auth_token,
params: { branded_email_layout: '<html>{{ content_for_layout }}</html>' },
as: :json
expect(response).to have_http_status(:unprocessable_entity)
expect(response.parsed_body['error']).to eq('Branded email layout is only supported for email inboxes')
end
it 'ignores blank branded email layout for non-email inboxes' do
account.enable_features!(:branded_email_templates)
patch "/api/v1/accounts/#{account.id}/inboxes/#{inbox.id}",
headers: admin.create_new_auth_token,
params: { name: 'Renamed Inbox', branded_email_layout: '' },
as: :json
expect(response).to have_http_status(:success)
expect(inbox.reload.name).to eq('Renamed Inbox')
end
it 'rejects branded email layout without content slot' do
account.enable_features!(:branded_email_templates)
email_channel = create(:channel_email, account: account)
email_inbox = create(:inbox, channel: email_channel, account: account)
patch "/api/v1/accounts/#{account.id}/inboxes/#{email_inbox.id}",
headers: admin.create_new_auth_token,
params: { branded_email_layout: '<html>No slot</html>' },
as: :json
expect(response).to have_http_status(:unprocessable_entity)
expect(response.parsed_body['error']).to include('must include {{ content_for_layout }}')
end
it 'rejects branded email layout with invalid liquid syntax' do
account.enable_features!(:branded_email_templates)
email_channel = create(:channel_email, account: account)
email_inbox = create(:inbox, channel: email_channel, account: account)
patch "/api/v1/accounts/#{account.id}/inboxes/#{email_inbox.id}",
headers: admin.create_new_auth_token,
params: { branded_email_layout: '<html>{{ content_for_layout }} {{ broken </html>' },
as: :json
expect(response).to have_http_status(:unprocessable_entity)
expect(response.parsed_body['error']).to include('has invalid Liquid syntax')
end
it 'updates twilio sms inbox when administrator' do
twilio_sms_channel = create(:channel_twilio_sms, account: account)
twilio_sms_inbox = create(:inbox, channel: twilio_sms_channel, account: account)
+7
View File
@@ -1,5 +1,12 @@
FactoryBot.define do
factory :email_template do
name { 'MyString' }
body { 'Email template body' }
trait :layout do
name { EmailTemplate::BRANDED_LAYOUT_NAME }
template_type { :layout }
body { '<html><body>{{ content_for_layout }}</body></html>' }
end
end
end
@@ -4,6 +4,10 @@ describe EmailTemplates::DbResolverService do
subject(:resolver) { described_class.using(EmailTemplate, {}) }
describe '#find_templates' do
after do
Current.reset
end
context 'when template does not exist in db' do
it 'return empty array' do
expect(resolver.find_templates('test', '', false, [])).to eq([])
@@ -53,7 +57,6 @@ describe EmailTemplates::DbResolverService do
"DB Template - #{account_template.id}", handler, **template_details
).inspect
)
Current.account = nil
end
it 'return installation template when current account dont have template' do
@@ -73,7 +76,69 @@ describe EmailTemplates::DbResolverService do
"DB Template - #{installation_template.id}", handler, **template_details
).inspect
)
Current.account = nil
end
end
context 'when inbox template exists in db' do
let(:account) { create(:account) }
let(:inbox) { create(:inbox, :with_email, account: account) }
let!(:inbox_template) { create(:email_template, :layout, account: account, inbox: inbox, body: 'inbox {{ content_for_layout }}') }
let!(:installation_template) { create(:email_template, :layout, body: 'global {{ content_for_layout }}') }
it 'returns inbox template when branded email templates feature is enabled' do
account.enable_features!(:branded_email_templates)
Current.account = account
Current.inbox = inbox
expect(resolver.find_templates('base', 'layouts/mailer', false, { locale: [:en] }).first.source).to eq(inbox_template.body)
end
it 'skips account template when branded email templates feature is disabled' do
account_template = create(:email_template, :layout, account: account, body: 'account {{ content_for_layout }}')
Current.account = account
Current.inbox = inbox
resolved_template = resolver.find_templates('base', 'layouts/mailer', false, { locale: [:en] }).first
expect(resolved_template.source).to eq(installation_template.body)
expect(resolved_template.source).not_to eq(account_template.body)
end
it 'returns account template when current inbox is not email and feature is enabled' do
account_template = create(:email_template, :layout, account: account, body: 'account {{ content_for_layout }}')
account.enable_features!(:branded_email_templates)
Current.account = account
Current.inbox = create(:inbox, account: account)
resolved_template = resolver.find_templates('base', 'layouts/mailer', false, { locale: [:en] }).first
expect(resolved_template.source).to eq(account_template.body)
expect(resolved_template.source).not_to eq(installation_template.body)
end
it 'skips account template when current inbox is not email and feature is disabled' do
account_template = create(:email_template, :layout, account: account, body: 'account {{ content_for_layout }}')
Current.account = account
Current.inbox = create(:inbox, account: account)
resolved_template = resolver.find_templates('base', 'layouts/mailer', false, { locale: [:en] }).first
expect(resolved_template.source).to eq(installation_template.body)
expect(resolved_template.source).not_to eq(account_template.body)
end
it 'skips account template without an inbox when feature is disabled' do
account_template = create(:email_template, :layout, account: account, body: 'account {{ content_for_layout }}')
Current.account = account
resolved_template = resolver.find_templates('base', 'layouts/mailer', false, { locale: [:en] }).first
expect(resolved_template.source).to eq(installation_template.body)
expect(resolved_template.source).not_to eq(account_template.body)
end
it 'falls back to english when requested locale does not have a template' do
account.enable_features!(:branded_email_templates)
Current.account = account
Current.inbox = inbox
expect(resolver.find_templates('base', 'layouts/mailer', false, { locale: [:fr] }).first.source).to eq(inbox_template.body)
end
end
end
@@ -137,6 +137,34 @@ RSpec.describe ConversationReplyMailer do
end
end
context 'without summary for a non-email inbox' do
let(:inbox) { create(:inbox, account: account, channel: create(:channel_widget, account: account)) }
let(:conversation) { create(:conversation, assignee: agent, account: account, inbox: inbox) }
let!(:incoming_email_message) do
create(:message, conversation: conversation, account: account, message_type: :incoming, content_type: :incoming_email)
end
let!(:outgoing_message) do
create(:message, conversation: conversation, account: account, message_type: :outgoing, content: 'Outgoing email reply')
end
let(:mail) { described_class.reply_without_summary(conversation, incoming_email_message.id).deliver_now }
it 'applies the account branded email layout' do
account.enable_features!(:branded_email_templates)
create(:email_template, :layout, account: account, body: '<html><body>Account Brand {{ content_for_layout }}</body></html>')
expect(mail.decoded).to include('Account Brand')
expect(mail.decoded).to include(outgoing_message.content)
end
it 'does not apply an installation layout without an account override' do
account.enable_features!(:branded_email_templates)
create(:email_template, :layout, body: '<html><body>Installation Brand {{ content_for_layout }}</body></html>')
expect(mail.decoded).not_to include('Installation Brand')
expect(mail.decoded).to include(outgoing_message.content)
end
end
context 'with references header' do
let(:conversation) { create(:conversation, assignee: agent, inbox: email_channel.inbox, account: account).reload }
let(:message) { create(:message, conversation: conversation, account: account, message_type: 'outgoing', content: 'Outgoing Message 2') }
@@ -243,6 +271,73 @@ RSpec.describe ConversationReplyMailer do
expect(mail.decoded).to include message.content
end
it 'does not apply branded email layout when feature is disabled' do
create(
:email_template,
:layout,
account: account,
inbox: conversation.inbox,
body: '<html><body>Inbox Brand {{ content_for_layout }}</body></html>'
)
expect(mail.decoded).not_to include('Inbox Brand')
expect(mail.decoded).to include(message.content)
end
it 'exposes the reply sender in inbox branded email layouts' do
account.enable_features!(:branded_email_templates)
conversation.inbox.update!(business_name: 'Acme Support')
create(
:email_template,
:layout,
account: account,
inbox: conversation.inbox,
body: [
'<html><body><header>{{ inbox.business_name }}</header>',
'{{ content_for_layout }}',
'<span>{{ agent.email }}</span>',
'<footer>{{ message.sender_display_name }}</footer></body></html>'
].join
)
expect(mail.decoded).to include('Acme Support')
expect(mail.decoded).to include(message.content)
expect(message.sender).not_to eq(agent)
expect(mail.decoded).to include(message.sender.email)
expect(mail.decoded).to include(message.sender.available_name)
end
it 'falls back to account branded email layout when inbox layout is absent' do
account.enable_features!(:branded_email_templates)
create(
:email_template,
:layout,
account: account,
body: '<html><body>Account Brand {{ content_for_layout }}</body></html>'
)
expect(mail.decoded).to include('Account Brand')
expect(mail.decoded).to include(message.content)
end
it 'applies inbox branded email layout to template messages' do
account.enable_features!(:branded_email_templates)
create(
:email_template,
:layout,
account: account,
inbox: conversation.inbox,
body: '<html><body>Template Brand {{ content_for_layout }}</body></html>'
)
template_message = create(:message, conversation: conversation, account: account, message_type: :template, content_type: :text,
content: 'Automation template response', sender: agent)
template_mail = described_class.email_reply(template_message).deliver_now
expect(template_mail.decoded).to include('Template Brand')
expect(template_mail.decoded).to include('Automation template response')
end
it 'builds messageID properly' do
expect(mail.message_id).to eq("conversation/#{conversation.uuid}/messages/#{message.id}@#{conversation.account.domain}")
end
@@ -736,6 +831,22 @@ RSpec.describe ConversationReplyMailer do
it 'sets the correct in reply to id' do
expect(mail.in_reply_to).to eq("account/#{conversation.account.id}/conversation/#{conversation.uuid}@#{domain}")
end
it 'applies inbox branded email layout to conversation transcript' do
new_account.enable_features!(:branded_email_templates)
create(
:email_template,
:layout,
account: new_account,
inbox: conversation.inbox,
body: '<html><body>Transcript Brand {{ content_for_layout }}</body></html>'
)
transcript = described_class.conversation_transcript(conversation, 'customer@example.com').deliver_now
expect(transcript.decoded).to include('Transcript Brand')
expect(transcript.decoded).to include(message.content)
end
end
end
end
+126
View File
@@ -0,0 +1,126 @@
require 'rails_helper'
RSpec.describe EmailTemplate do
describe 'validations' do
it 'allows the same layout name across installation, account, and inbox scopes' do
account = create(:account)
inbox = create(:inbox, :with_email, account: account)
create(:email_template, :layout, account: nil)
create(:email_template, :layout, account: account)
inbox_template = build(:email_template, :layout, account: account, inbox: inbox)
expect(inbox_template).to be_valid
end
it 'allows an account-scoped layout after an inbox-scoped layout' do
account = create(:account)
inbox = create(:inbox, :with_email, account: account)
create(:email_template, :layout, account: account, inbox: inbox)
account_template = build(:email_template, :layout, account: account)
expect(account_template).to be_valid
end
it 'allows an installation-scoped layout after account and inbox-scoped layouts' do
account = create(:account)
inbox = create(:inbox, :with_email, account: account)
create(:email_template, :layout, account: account)
create(:email_template, :layout, account: account, inbox: inbox)
installation_template = build(:email_template, :layout, account: nil)
expect(installation_template).to be_valid
end
it 'rejects duplicate installation-scoped templates' do
create(:email_template)
duplicate_template = build(:email_template)
expect(duplicate_template).not_to be_valid
expect(duplicate_template.errors[:name]).to include('has already been taken')
end
it 'rejects duplicate account-scoped templates' do
account = create(:account)
create(:email_template, account: account)
duplicate_template = build(:email_template, account: account)
expect(duplicate_template).not_to be_valid
expect(duplicate_template.errors[:name]).to include('has already been taken')
end
it 'rejects duplicate inbox-scoped templates' do
account = create(:account)
inbox = create(:inbox, :with_email, account: account)
create(:email_template, account: account, inbox: inbox)
duplicate_template = build(:email_template, account: account, inbox: inbox)
expect(duplicate_template).not_to be_valid
expect(duplicate_template.errors[:name]).to include('has already been taken')
end
it 'requires branded layouts to include content_for_layout' do
template = build(:email_template, name: EmailTemplate::BRANDED_LAYOUT_NAME, template_type: :layout, body: '<html><body>No slot</body></html>')
expect(template).not_to be_valid
expect(template.errors[:body]).to include('must include {{ content_for_layout }}')
end
it 'validates liquid syntax' do
template = build(:email_template, body: '{{ broken ')
expect(template).not_to be_valid
expect(template.errors[:body].first).to include('has invalid Liquid syntax')
end
it 'requires account to match inbox account when both are present' do
inbox = create(:inbox, :with_email)
other_account = create(:account)
template = build(:email_template, :layout, account: other_account, inbox: inbox)
expect(template).not_to be_valid
expect(template.errors[:account]).to include('must match inbox account')
end
end
describe '.branded_layout_for' do
it 'uses inbox, account, then installation fallback order' do
account = create(:account)
inbox = create(:inbox, :with_email, account: account)
create(:email_template, :layout, body: 'Global {{ content_for_layout }}')
account_template = create(:email_template, :layout, account: account, body: 'Account {{ content_for_layout }}')
expect(described_class.branded_layout_for(inbox: inbox, account: account, locale: :en)).to eq(account_template)
inbox_template = create(:email_template, :layout, account: account, inbox: inbox, body: 'Inbox {{ content_for_layout }}')
expect(described_class.branded_layout_for(inbox: inbox, account: account, locale: :en)).to eq(inbox_template)
end
end
describe '.update_account_branded_layout!' do
it 'creates and updates the account-scoped branded layout' do
account = create(:account)
described_class.update_account_branded_layout!(account: account, body: 'Account {{ content_for_layout }}')
template = described_class.account_branded_layout_template_for(account)
expect(template.body).to eq('Account {{ content_for_layout }}')
described_class.update_account_branded_layout!(account: account, body: 'Updated {{ content_for_layout }}')
expect(template.reload.body).to eq('Updated {{ content_for_layout }}')
end
it 'clears the account-scoped branded layout for blank bodies' do
account = create(:account)
create(:email_template, :layout, account: account)
described_class.update_account_branded_layout!(account: account, body: '')
expect(described_class.account_branded_layout_template_for(account)).to be_nil
end
end
end