## 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
WhatsApp template variables like `{{contact.first_name}}` previously
resolved to an empty string whenever a contact or agent had a
single-word name (e.g. "Petterson"). Because the variable came back
blank, WhatsApp template sends would either fail validation or get stuck
indefinitely in the "Sending" state. With this fix, `first_name` falls
back to the full single-word name, so templates render correctly for
everyone regardless of how many words their name has.
## Closes
- Fixes#13222
## How to reproduce
1. Create a contact with a single-word name (e.g. `Petterson`).
2. Configure a WhatsApp template action that uses
`{{contact.first_name}}`.
3. Send the template message.
4. **Before:** the variable resolves to an empty string and the message
fails / stays in "Sending".
**After:** the variable resolves to `Petterson` and the message sends.
## What changed
- Removed the "name must have 2+ words" guard from `first_name` in
`ContactDrop` and `UserDrop`, so a single-word name is returned (still
capitalized).
- Capitalization behavior introduced in #6758 is preserved; only the
single-word edge case changes.
- `last_name` still returns `nil` for single-word names, which is the
expected behavior.
- Added specs covering single-word names for both `ContactDrop` and
`UserDrop`.
---------
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Muhsin <12408980+muhsin-k@users.noreply.github.com>
Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Co-authored-by: Copilot Autofix powered by AI <175728472+Copilot@users.noreply.github.com>
# Pull Request Template
## Description
This PR fixes an issue where agent variables like
`{{agent.name}}`,`{{agent.first_name}}`, `{{agent.last_name}}`, and
`{{agent.email}}` were not rendering in automation messages.
In automation, these either showed blank or returned `Liquid error:
internal`, while the same variables worked fine in macros.
**Cause**
Automation messages are created without a sender, so agent data was
missing during variable rendering. This also caused errors in name
handling, and `email` was not defined at all.
**Solution**
* Handle missing agent data safely to avoid errors
* Add support for `{{agent.email}}`
* Fallback to conversation assignee when sender is not present
Fixes
https://linear.app/chatwoot/issue/CW-6979/template-variables-not-working-in-automated-messages
## Type of change
- [x] Bug fix (non-breaking change which fixes an issue)
## How Has This Been Tested?
### Screenshots
**Automation**
<img width="759" height="284" alt="image"
src="https://github.com/user-attachments/assets/61a877b7-4984-4a7f-bbef-b8c510dcbdfe"
/>
**Before**
<img width="404" height="105" alt="image"
src="https://github.com/user-attachments/assets/da665ce8-137d-4249-8ee5-a1acc11391db"
/>
**After**
<img width="564" height="132" alt="image"
src="https://github.com/user-attachments/assets/6a80d67c-49c8-4658-b782-ae4acbc77256"
/>
## Checklist:
- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [ ] 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
- [ ] Any dependent changes have been merged and published in downstream
modules
