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Author SHA1 Message Date
Pranav 20ba6fdc1a Update the script for Inbox Migration 2026-02-23 16:55:15 -08:00
4 changed files with 1907 additions and 0 deletions
@@ -2,6 +2,7 @@ module Enterprise::Account
# TODO: Remove this when we upgrade administrate gem to the latest version
# this is a temporary method since current administrate doesn't support virtual attributes
def manually_managed_features; end
def manually_managed_features=(_value); end
# Auto-sync advanced_assignment with assignment_v2 when features are bulk-updated via admin UI
def selected_feature_flags=(features)
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@@ -0,0 +1,223 @@
# Move Inbox Rake Task
#
# Interactively moves a single inbox (and all associated records) from one
# Chatwoot account to another using Inboxes::MoveInboxToAccountService.
#
# Usage:
# bundle exec rake inbox:move
# rubocop:disable Metrics/AbcSize
# rubocop:disable Metrics/MethodLength
# rubocop:disable Metrics/ModuleLength
# rubocop:disable Style/FormatStringToken
module MoveInboxTasks
def self.prompt(message)
print "#{message}: "
$stdin.gets.chomp
end
def self.run
puts 'Move Inbox Between Accounts'
puts '=' * 40
source_account = collect_source_account
inbox = collect_inbox(source_account)
destination_account = collect_destination_account(source_account)
puts "\nRunning dry-run..."
result = dry_run(source_account, inbox, destination_account)
if result[:validation_errors].present?
puts "\nValidation errors:"
result[:validation_errors].each { |e| puts " - #{e}" }
abort "\nAborted due to validation errors."
end
print_preview(result)
confirmation = prompt("\nProceed with migration? (y/N)")
abort 'Migration cancelled.' unless confirmation.downcase == 'y'
puts "\nExecuting migration..."
logger = Logger.new($stdout)
logger.formatter = proc { |_severity, _time, _progname, msg| " #{msg}\n" }
result = execute(source_account, inbox, destination_account, logger)
if result[:status] == :failed
puts "\nMigration FAILED (all changes rolled back)"
puts " Error: #{result[:error][:class]}: #{result[:error][:message]}"
else
puts "\nMigration complete!"
end
print_result(result)
end
def self.collect_source_account
account_id = prompt("\nSource account ID")
abort 'Error: Account ID is required' if account_id.blank?
account = Account.find_by(id: account_id)
abort "Error: Account ##{account_id} not found" unless account
puts " Account: #{account.name} (##{account.id})"
account
end
def self.collect_inbox(account)
inboxes = account.inboxes.includes(:channel).order(:id)
abort "Error: Account ##{account.id} has no inboxes" if inboxes.empty?
puts "\nInboxes in account ##{account.id}:"
puts ' ID Name Channel Type Created'
puts " #{'-' * 80}"
inboxes.each do |inbox|
puts format(' %-6d %-30s %-25s %s', inbox.id, inbox.name.truncate(28), inbox.channel_type, inbox.created_at.to_date)
end
inbox_id = prompt("\nInbox ID to move")
abort 'Error: Inbox ID is required' if inbox_id.blank?
inbox = inboxes.find { |i| i.id == inbox_id.to_i }
abort "Error: Inbox ##{inbox_id} not found in account ##{account.id}" unless inbox
puts " Selected: #{inbox.name} (#{inbox.channel_type})"
inbox
end
def self.collect_destination_account(source_account)
account_id = prompt("\nDestination account ID")
abort 'Error: Account ID is required' if account_id.blank?
abort 'Error: Destination must be different from source account' if account_id.to_i == source_account.id
account = Account.find_by(id: account_id)
abort "Error: Account ##{account_id} not found" unless account
puts " Account: #{account.name} (##{account.id})"
account
end
def self.dry_run(source_account, inbox, destination_account)
require Rails.root.join('script/move_inbox')
Inboxes::MoveInboxToAccountService.call(
source_account_id: source_account.id,
source_inbox_id: inbox.id,
destination_account_id: destination_account.id,
dry_run: true
)
end
def self.execute(source_account, inbox, destination_account, logger)
Inboxes::MoveInboxToAccountService.call(
source_account_id: source_account.id,
source_inbox_id: inbox.id,
destination_account_id: destination_account.id,
dry_run: false,
logger: logger
)
end
def self.print_preview(result)
will = result[:will]
custom = result[:custom_attribute_definitions]
puts "\nDry-run summary"
puts '-' * 40
inbox_info = will[:inbox] || {}
puts "Inbox: #{inbox_info[:source_name]} (#{inbox_info[:channel_type]})"
puts "Destination: #{inbox_info[:destination_account_name]}"
puts "\nRecords to copy/migrate:"
puts format(' %-30s %s', 'Labels', will[:labels])
puts format(' %-30s %s', 'Account users', will[:account_users])
puts format(' %-30s %s', 'Conversations', will[:conversations])
puts format(' %-30s %s', 'Contacts', will[:contacts])
print_contacts_to_duplicate(will[:contacts_to_duplicate])
puts format(' %-30s %s', 'Contact inboxes', will[:contact_inboxes])
puts format(' %-30s %s', 'Messages', will[:messages])
puts format(' %-30s %s', 'Attachments', will[:attachments])
puts format(' %-30s %s', 'Notes', will[:notes])
puts format(' %-30s %s', 'CSAT responses', will[:csat_survey_responses])
puts format(' %-30s %s', 'Mentions', will[:mentions])
puts format(' %-30s %s', 'Reporting events', will[:reporting_events])
puts format(' %-30s %s', 'Conversation participants', will[:conversation_participants])
puts format(' %-30s %s', 'Inbox members', will[:inbox_members])
puts "\nRecords to clean up (delete):"
puts format(' %-30s %s', 'Notifications', will[:notifications])
puts format(' %-30s %s', 'Applied SLAs', will[:applied_slas])
puts format(' %-30s %s', 'SLA events', will[:sla_events])
puts format(' %-30s %s', 'Agent bot inboxes', will[:agent_bot_inboxes])
puts format(' %-30s %s', 'Inbox webhooks', will[:inbox_webhooks])
puts format(' %-30s %s', 'Inbox hooks', will[:inbox_hooks])
puts format(' %-30s %s', 'Campaigns', will[:campaigns])
return if custom[:source_total].zero?
puts "\nCustom attribute definitions:"
puts format(' %-30s %s', 'Source total', custom[:source_total])
puts format(' %-30s %s', 'To create', custom[:to_create])
puts format(' %-30s %s', 'Skipped (existing)', custom[:skipped_existing])
puts format(' %-30s %s', 'Skipped (reserved)', custom[:skipped_reserved])
end
def self.print_contacts_to_duplicate(contacts)
return if contacts.blank?
puts "\n Contacts with conversations in other inboxes (will be duplicated):"
puts ' ID Name Email Phone'
puts " #{'-' * 75}"
contacts.each do |c|
puts format(' %-8s %-25s %-30s %s', c[:id], c[:name].to_s.truncate(23), c[:email].to_s.truncate(28), c[:phone_number])
end
puts ''
end
def self.print_result(result)
moved = result[:moved]
puts "\nFinal results (status: #{result[:status]})"
puts '-' * 40
puts 'Records migrated:'
puts format(' %-30s %s', 'Labels copied', moved[:labels_copied])
puts format(' %-30s %s', 'Account users copied', moved[:account_users_copied])
puts format(' %-30s %s', 'Conversations', moved[:conversations])
puts format(' %-30s %s', 'Contacts', moved[:contacts])
puts format(' %-30s %s', 'Contacts duplicated', moved[:contacts_duplicated])
puts format(' %-30s %s', 'Contact inboxes', moved[:contact_inboxes])
puts format(' %-30s %s', 'Messages', moved[:messages])
puts format(' %-30s %s', 'Attachments', moved[:attachments])
puts format(' %-30s %s', 'Notes', moved[:notes])
puts format(' %-30s %s', 'CSAT responses', moved[:csat_survey_responses])
puts format(' %-30s %s', 'Mentions', moved[:mentions])
puts format(' %-30s %s', 'Reporting events', moved[:reporting_events])
puts format(' %-30s %s', 'Conversation participants', moved[:conversation_participants])
puts format(' %-30s %s', 'Inbox members', moved[:inbox_members])
puts "\nRecords cleaned up:"
puts format(' %-30s %s', 'Notifications deleted', moved[:notifications_deleted])
puts format(' %-30s %s', 'Applied SLAs deleted', moved[:applied_slas_deleted])
puts format(' %-30s %s', 'SLA events deleted', moved[:sla_events_deleted])
puts format(' %-30s %s', 'Agent bot inboxes deleted', moved[:agent_bot_inboxes_deleted])
puts format(' %-30s %s', 'Inbox webhooks deleted', moved[:inbox_webhooks_deleted])
puts format(' %-30s %s', 'Inbox hooks deleted', moved[:inbox_hooks_deleted])
puts format(' %-30s %s', 'Campaigns deleted', moved[:campaigns_deleted])
end
end
# rubocop:enable Metrics/AbcSize
# rubocop:enable Metrics/MethodLength
# rubocop:enable Metrics/ModuleLength
# rubocop:enable Style/FormatStringToken
namespace :inbox do
desc 'Interactively move an inbox (and all associated records) between accounts'
task move: :environment do
require Rails.root.join('script/move_inbox')
MoveInboxTasks.run
end
end
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@@ -0,0 +1,668 @@
# frozen_string_literal: true
# Moves a single inbox (any channel type) and all records attached to that inbox
# from one Chatwoot account to another.
#
# What is migrated:
# - Source inbox record and channel config
# - Conversations in the inbox, along with their contact + contact_inbox mapping
# - Dependent records (messages, attachments, notes, csat responses, mentions, events)
# - Custom attribute definitions are copied only when missing in destination
#
# What is cleaned up (deleted):
# - Notification rows for the migrated conversations
# - ConversationParticipant rows (reference source-account users)
# - AppliedSla / SlaEvent rows (enterprise, account-scoped)
# - InboxMember rows (reference source-account agents)
# - AgentBotInbox rows
# - Inbox-scoped webhooks and integration hooks
# - Campaigns associated with the inbox
#
# Validation is strict:
# - Destination account must be empty for operational data (excluding agents/custom attrs)
# - All source contacts participating in the moved inbox must not have conversations
# in any other inbox
# - Destination must be different from source
#
# Caveats:
# - Contacts are re-owned by destination account (existing contact records are moved,
# not recreated).
# - Account users (agents/admins) from the source account are copied into the
# destination account so that assignee_id is retained on conversations.
# - Cross-references that are account-specific are cleared on conversation rows:
# team_id, assignee_agent_bot_id, campaign_id, sla_policy_id, cached_label_list.
# - SLA policies / enterprise SLA rows are not migrated.
# - Custom attribute definitions are copied only when missing in destination and
# are skipped if they collide with standard attributes.
# rubocop:disable Metrics/ClassLength
# rubocop:disable Rails/SkipsModelValidations
class Inboxes::MoveInboxToAccountService
CUSTOM_ATTRIBUTE_MODELS = %w[
conversation_attribute
contact_attribute
].freeze
ERROR_PREFIX = 'Inbox migration validation failed'
RESERVED_CUSTOM_ATTRIBUTE_KEYS = {
conversation_attribute: CustomAttributeDefinition::STANDARD_ATTRIBUTES[:conversation],
contact_attribute: CustomAttributeDefinition::STANDARD_ATTRIBUTES[:contact]
}.freeze
class << self
# rubocop:disable Metrics/ParameterLists
def call(source_account_id:, source_inbox_id:, destination_account_id:, dry_run: true, batch_size: 100, logger: Logger.new(File::NULL))
new(
source_account_id: source_account_id,
source_inbox_id: source_inbox_id,
destination_account_id: destination_account_id,
dry_run: dry_run,
batch_size: batch_size,
logger: logger
).perform
end
# rubocop:enable Metrics/ParameterLists
end
# rubocop:disable Metrics/ParameterLists
def initialize(source_account_id:, source_inbox_id:, destination_account_id:, dry_run: true, batch_size: 100, logger: Logger.new(File::NULL))
@source_account_id = source_account_id
@source_inbox_id = source_inbox_id
@destination_account_id = destination_account_id
@dry_run = dry_run
@batch_size = batch_size
@logger = logger
@summary = nil
@prepared = false
@source_to_destination_contact = {}
@destination_contact_inboxes_by_source_id = {}
end
# rubocop:enable Metrics/ParameterLists
def perform
run(raise_on_validation: false)
end
def perform!
run(raise_on_validation: true)
end
def summary
prepare_summary
@summary
end
private
attr_reader :dry_run
# rubocop:disable Metrics/MethodLength
def run(raise_on_validation: false)
prepare_summary
if dry_run
@summary[:status] = :dry_run
return @summary
end
if @summary[:validation_errors].present?
message = "#{ERROR_PREFIX}: #{@summary[:validation_errors].join(', ')}"
return @summary if raise_on_validation == false
raise ArgumentError, message
end
execute_migration!
@summary[:status] = :applied
@summary
rescue StandardError => e
@summary[:status] = :failed
@summary[:error] = {
class: e.class.name,
message: e.message
}
raise e if raise_on_validation
@summary
end
# rubocop:enable Metrics/MethodLength
def execute_migration!
ActiveRecord::Base.transaction do
copy_custom_attribute_definitions!
copy_labels!
move_inbox_and_channel_config!
copy_account_users!
move_conversations!
update_display_id_sequence!
move_related_records!
cleanup_orphaned_records!
end
end
def prepare_summary
return if @prepared
load_source_and_destination
build_scopes!
validate_inputs
build_preview!
@prepared = true
end
# rubocop:disable Metrics/MethodLength
def build_preview!
@summary = {
source_account_id: @source_account_id,
source_inbox_id: @source_inbox_id,
destination_account_id: @destination_account_id,
dry_run: @dry_run,
batch_size: @batch_size,
status: :unknown,
validation_errors: @validation_errors,
will: {},
moved: {
labels_copied: 0,
account_users_copied: 0,
conversations: 0,
contacts: 0,
contacts_duplicated: 0,
contact_inboxes: 0,
messages: 0,
attachments: 0,
notes: 0,
csat_survey_responses: 0,
mentions: 0,
reporting_events: 0,
conversation_participants: 0,
inbox_members: 0,
notifications_deleted: 0,
applied_slas_deleted: 0,
sla_events_deleted: 0,
agent_bot_inboxes_deleted: 0,
inbox_webhooks_deleted: 0,
inbox_hooks_deleted: 0,
campaigns_deleted: 0
},
custom_attribute_definitions: {
source_total: 0,
to_create: 0,
skipped_existing: 0,
skipped_reserved: 0
}
}
return if @summary[:validation_errors].present?
build_custom_attribute_migration_plan!
build_preview_counts!
end
# rubocop:enable Metrics/MethodLength
def build_scopes!
conversation_scope = source_inbox_conversations_scope
@conversation_ids = conversation_scope.pluck(:id)
@source_contact_ids = conversation_scope.pluck(:contact_id).uniq.compact
@source_contact_inbox_ids = conversation_scope.pluck(:contact_inbox_id).uniq.compact
@source_contacts_with_other_inbox_conversations = source_contact_ids_in_other_inboxes
@source_contacts = Contact.where(id: @source_contact_ids).index_by(&:id)
@source_contact_inboxes = ContactInbox.where(id: @source_contact_inbox_ids).index_by(&:id)
@source_custom_attribute_definitions = CustomAttributeDefinition.where(
account_id: @source_account_id,
attribute_model: CUSTOM_ATTRIBUTE_MODELS
).to_a
end
def source_inbox_conversations_scope
@source_inbox_conversations_scope ||= Conversation.where(
account_id: @source_account_id,
inbox_id: @source_inbox_id
)
end
def source_contact_ids_in_other_inboxes
return [] if @source_contact_ids.blank?
Conversation.where(
account_id: @source_account_id,
contact_id: @source_contact_ids
)
.where.not(inbox_id: @source_inbox_id)
.pluck(:contact_id)
.uniq
.compact
end
def build_custom_attribute_migration_plan!
@summary[:custom_attribute_definitions][:source_total] = @source_custom_attribute_definitions.size
return if @source_custom_attribute_definitions.empty?
destination_keys = CustomAttributeDefinition.where(
account_id: @destination_account_id,
attribute_model: CUSTOM_ATTRIBUTE_MODELS
)
destination_pairs = destination_keys.pluck(:attribute_model, :attribute_key)
@source_custom_attribute_definitions.each do |definition|
if destination_pairs.include?([definition.attribute_model, definition.attribute_key])
@summary[:custom_attribute_definitions][:skipped_existing] += 1
next
end
if reserved_custom_attribute?(definition)
@summary[:custom_attribute_definitions][:skipped_reserved] += 1
next
end
@summary[:custom_attribute_definitions][:to_create] += 1
end
end
# rubocop:disable Metrics/AbcSize, Metrics/MethodLength
def build_preview_counts!
messages_scope = Message.where(conversation_id: @conversation_ids)
contact_scope_ids = @source_contact_ids
@summary[:will][:inbox] = {
source_name: @source_inbox&.name,
channel_type: @source_inbox&.channel_type,
destination_account_name: @destination_account&.name
}
@summary[:will][:labels] = Label.where(account_id: @source_account_id).count
@summary[:will][:account_users] = AccountUser.where(account_id: @source_account_id).count
@summary[:will][:conversations] = @conversation_ids.size
@summary[:will][:contacts] = contact_scope_ids.size
@summary[:will][:contacts_to_duplicate] = build_contacts_to_duplicate_list
@summary[:will][:contact_inboxes] = @source_contact_inbox_ids.size
@summary[:will][:messages] = messages_scope.count
@summary[:will][:attachments] = Attachment.joins(:message)
.where(messages: { conversation_id: @conversation_ids })
.count
@summary[:will][:notes] = Note.where(contact_id: contact_scope_ids).count
@summary[:will][:csat_survey_responses] = CsatSurveyResponse.where(conversation_id: @conversation_ids).count
@summary[:will][:mentions] = Mention.where(conversation_id: @conversation_ids).count
@summary[:will][:reporting_events] = ReportingEvent.where(conversation_id: @conversation_ids).count
@summary[:will][:notifications] = Notification.where(primary_actor_type: 'Conversation', primary_actor_id: @conversation_ids).count
@summary[:will][:conversation_participants] = ConversationParticipant.where(conversation_id: @conversation_ids).count
@summary[:will][:inbox_members] = InboxMember.where(inbox_id: @source_inbox_id).count
@summary[:will][:agent_bot_inboxes] = AgentBotInbox.where(inbox_id: @source_inbox_id).count
@summary[:will][:inbox_webhooks] = Webhook.where(inbox_id: @source_inbox_id, webhook_type: :inbox_type).count
@summary[:will][:inbox_hooks] = Integrations::Hook.where(inbox_id: @source_inbox_id, hook_type: :inbox).count
@summary[:will][:campaigns] = Campaign.where(inbox_id: @source_inbox_id, account_id: @source_account_id).count
build_enterprise_preview_counts!
end
# rubocop:enable Metrics/AbcSize, Metrics/MethodLength
def build_contacts_to_duplicate_list
return [] if @source_contacts_with_other_inbox_conversations.blank?
Contact.where(id: @source_contacts_with_other_inbox_conversations).map do |contact|
{ id: contact.id, name: contact.name, email: contact.email, phone_number: contact.phone_number }
end
end
def build_enterprise_preview_counts!
applied_sla_klass = 'AppliedSla'.safe_constantize
sla_event_klass = 'SlaEvent'.safe_constantize
@summary[:will][:applied_slas] = applied_sla_klass ? applied_sla_klass.where(conversation_id: @conversation_ids).count : 0
@summary[:will][:sla_events] = sla_event_klass ? sla_event_klass.where(conversation_id: @conversation_ids).count : 0
end
def load_source_and_destination
@validation_errors = []
@source_account = Account.find_by(id: @source_account_id)
@destination_account = Account.find_by(id: @destination_account_id)
@source_inbox = Inbox.find_by(id: @source_inbox_id)
end
# rubocop:disable Metrics/CyclomaticComplexity
def validate_inputs
@validation_errors << "Source account ##{@source_account_id} not found" if @source_account.blank?
@validation_errors << "Destination account ##{@destination_account_id} not found" if @destination_account.blank?
return if @validation_errors.present?
if @source_inbox.blank?
@validation_errors << "Source inbox ##{@source_inbox_id} not found"
return
end
@validation_errors << 'Destination account must be different from source account' if @source_account_id.to_i == @destination_account_id.to_i
if @source_inbox.account_id != @source_account.id
@validation_errors << "Source inbox ##{@source_inbox_id} does not belong to account ##{@source_account_id}"
end
return unless destination_not_empty?
@validation_errors << "Destination account ##{@destination_account_id} is not empty: #{destination_occupancy_issues.join(', ')}"
end
# rubocop:enable Metrics/CyclomaticComplexity
def destination_not_empty?
destination_occupancy_issues.present?
end
# rubocop:disable Metrics/CyclomaticComplexity, Metrics/PerceivedComplexity
def destination_occupancy_issues
@destination_occupancy_issues ||= [
('inboxes' if @destination_account.inboxes.exists?),
('conversations' if @destination_account.conversations.exists?),
('messages' if @destination_account.messages.exists?),
('contacts' if @destination_account.contacts.exists?),
('contact_inboxes' if contact_inboxes_exist_in_destination?),
('notes' if @destination_account.notes.exists?),
('campaigns' if @destination_account.campaigns.exists?)
].compact
end
# rubocop:enable Metrics/CyclomaticComplexity, Metrics/PerceivedComplexity
def contact_inboxes_exist_in_destination?
ContactInbox.exists?(contact: @destination_account.contacts)
end
def copy_labels!
source_labels = Label.where(account_id: @source_account_id)
return if source_labels.empty?
rows = source_labels.map do |label|
{
account_id: @destination_account_id,
title: label.title,
description: label.description,
color: label.color,
show_on_sidebar: label.show_on_sidebar,
created_at: Time.current,
updated_at: Time.current
}
end
@logger.info "Copying #{rows.size} labels to destination account"
result = Label.insert_all(rows, unique_by: %i[title account_id]) # rubocop:disable Rails/SkipsModelValidations
@summary[:moved][:labels_copied] = result.count
end
def copy_account_users!
source_account_users = AccountUser.where(account_id: @source_account_id)
return if source_account_users.empty?
rows = source_account_users.map do |au|
{
account_id: @destination_account_id,
user_id: au.user_id,
role: au.role,
availability: AccountUser.availabilities[:offline],
auto_offline: true,
created_at: Time.current,
updated_at: Time.current
}
end
@logger.info "Copying #{rows.size} account users to destination account"
result = AccountUser.insert_all(rows, unique_by: %i[account_id user_id]) # rubocop:disable Rails/SkipsModelValidations
@summary[:moved][:account_users_copied] = result.count
end
def move_inbox_and_channel_config!
@logger.info "Moving inbox ##{@source_inbox_id} and channel config to account ##{@destination_account_id}"
@source_inbox.update_columns(account_id: @destination_account_id)
@source_inbox.channel.update_columns(account_id: @destination_account_id)
end
def move_conversations!
@logger.info "Moving #{@conversation_ids.size} conversations in batches of #{@batch_size}"
source_inbox_conversations_scope
.in_batches(of: @batch_size) do |conversation_batch|
conversation_batch.each do |conversation|
migrate_conversation!(conversation)
end
@logger.info " Migrated #{@summary[:moved][:conversations]} conversations so far"
end
@summary[:moved][:contact_inboxes] = @source_contact_inbox_ids.size
end
# rubocop:disable Metrics/AbcSize, Metrics/MethodLength
def migrate_conversation!(conversation)
source_contact = @source_contacts[conversation.contact_id]
raise "Source conversation ##{conversation.id} has missing contact reference" unless source_contact
destination_contact = destination_contact_for(source_contact)
update_attrs = {
account_id: @destination_account_id,
contact_id: destination_contact.id,
team_id: nil,
assignee_agent_bot_id: nil,
campaign_id: nil,
sla_policy_id: nil
}
# Only remap contact_inbox if the conversation has one
if conversation.contact_inbox_id.present?
source_contact_inbox = @source_contact_inboxes[conversation.contact_inbox_id]
raise "Source conversation ##{conversation.id} has missing contact inbox reference" unless source_contact_inbox
destination_contact_inbox = destination_contact_inbox_for(source_contact_inbox, destination_contact)
update_attrs[:contact_inbox_id] = destination_contact_inbox.id
end
conversation.update_columns(update_attrs)
source_contact_processed = source_contact_id_processed?(conversation.contact_id)
@source_to_destination_contact[conversation.contact_id] = destination_contact
@summary[:moved][:contacts] += 1 unless source_contact_processed
@summary[:moved][:conversations] += 1
end
# rubocop:enable Metrics/AbcSize, Metrics/MethodLength
def update_display_id_sequence!
max_display_id = Conversation.where(account_id: @destination_account_id).maximum(:display_id) || 0
return if max_display_id.zero?
quoted_id = ActiveRecord::Base.connection.quote(@destination_account_id)
ActiveRecord::Base.connection.execute("SELECT setval('conv_dpid_seq_' || #{quoted_id}, #{max_display_id})")
@logger.info "Updated display_id sequence to #{max_display_id}"
end
def destination_contact_for(source_contact)
return @source_to_destination_contact[source_contact.id] if source_contact_id_processed?(source_contact.id)
if contact_needs_duplication?(source_contact.id)
duplicate_contact(source_contact)
else
source_contact.update_columns(account_id: @destination_account_id)
@source_to_destination_contact[source_contact.id] = source_contact
source_contact
end
end
def contact_needs_duplication?(contact_id)
@source_contacts_with_other_inbox_conversations.include?(contact_id)
end
def duplicate_contact(source_contact)
new_contact = source_contact.dup
new_contact.account_id = @destination_account_id
new_contact.company_id = nil
new_contact.save!
@source_to_destination_contact[source_contact.id] = new_contact
@summary[:moved][:contacts_duplicated] += 1
new_contact
end
def source_contact_id_processed?(source_contact_id)
@source_to_destination_contact.key?(source_contact_id)
end
def destination_contact_inbox_for(source_contact_inbox, destination_contact)
existing = @destination_contact_inboxes_by_source_id[source_contact_inbox.source_id]
return existing if existing
source_contact_inbox.update_columns(
contact_id: destination_contact.id,
inbox_id: @source_inbox.id
)
destination_inbox = source_contact_inbox
@destination_contact_inboxes_by_source_id[source_contact_inbox.source_id] = destination_inbox
destination_inbox
end
def move_related_records!
@logger.info 'Moving messages and attachments'
message_scope = Message.where(conversation_id: @conversation_ids)
@summary[:moved][:messages] = message_scope.update_all(account_id: @destination_account_id)
@summary[:moved][:attachments] = Attachment.where(message_id: message_scope.select(:id))
.update_all(account_id: @destination_account_id)
move_notes!
move_csat_survey_responses!
move_mentions!
move_reporting_events!
end
def move_notes!
@logger.info 'Moving notes'
notes_scope = Note.where(contact_id: @source_contact_ids)
@summary[:moved][:notes] = notes_scope.update_all(account_id: @destination_account_id, user_id: nil)
end
def move_csat_survey_responses!
@logger.info 'Moving CSAT survey responses'
csat_scope = CsatSurveyResponse.where(conversation_id: @conversation_ids)
@summary[:moved][:csat_survey_responses] = csat_scope.update_all(account_id: @destination_account_id)
end
def move_mentions!
@logger.info 'Moving mentions'
@summary[:moved][:mentions] = Mention.where(conversation_id: @conversation_ids)
.update_all(account_id: @destination_account_id)
end
def move_reporting_events!
@logger.info 'Moving reporting events'
@summary[:moved][:reporting_events] = ReportingEvent.where(conversation_id: @conversation_ids)
.update_all(account_id: @destination_account_id, user_id: nil)
end
# -- Cleanup methods for orphaned records --
def cleanup_orphaned_records!
@logger.info 'Cleaning up orphaned records'
cleanup_notifications!
migrate_conversation_participants!
cleanup_sla_records!
migrate_inbox_members!
cleanup_agent_bot_inbox!
cleanup_inbox_webhooks!
cleanup_inbox_hooks!
cleanup_campaigns!
end
def cleanup_notifications!
@logger.info ' Deleting notifications for migrated conversations'
notifications_scope = Notification.where(
primary_actor_type: 'Conversation',
primary_actor_id: @conversation_ids
)
@summary[:moved][:notifications_deleted] = notifications_scope.count
notifications_scope.delete_all
end
def migrate_conversation_participants!
@logger.info ' Migrating conversation participants'
@summary[:moved][:conversation_participants] = ConversationParticipant.where(conversation_id: @conversation_ids)
.update_all(account_id: @destination_account_id)
end
def cleanup_sla_records!
applied_sla_klass = 'AppliedSla'.safe_constantize
sla_event_klass = 'SlaEvent'.safe_constantize
if sla_event_klass
@logger.info ' Deleting SLA events'
@summary[:moved][:sla_events_deleted] = sla_event_klass.where(conversation_id: @conversation_ids).delete_all
end
return unless applied_sla_klass
@logger.info ' Deleting applied SLAs'
@summary[:moved][:applied_slas_deleted] = applied_sla_klass.where(conversation_id: @conversation_ids).delete_all
end
def migrate_inbox_members!
# InboxMember has no account_id — rows just reference inbox_id + user_id.
# The inbox is already moved and users are copied, so these rows are valid as-is.
@summary[:moved][:inbox_members] = InboxMember.where(inbox_id: @source_inbox_id).count
@logger.info " Retained #{@summary[:moved][:inbox_members]} inbox members"
end
def cleanup_agent_bot_inbox!
@logger.info ' Deleting agent bot inbox associations'
@summary[:moved][:agent_bot_inboxes_deleted] = AgentBotInbox.where(inbox_id: @source_inbox_id).delete_all
end
def cleanup_inbox_webhooks!
@logger.info ' Deleting inbox-scoped webhooks'
@summary[:moved][:inbox_webhooks_deleted] = Webhook.where(inbox_id: @source_inbox_id, webhook_type: :inbox_type).delete_all
end
def cleanup_inbox_hooks!
@logger.info ' Deleting inbox-scoped integration hooks'
@summary[:moved][:inbox_hooks_deleted] = Integrations::Hook.where(inbox_id: @source_inbox_id, hook_type: :inbox).delete_all
end
def cleanup_campaigns!
@logger.info ' Deleting campaigns for inbox'
@summary[:moved][:campaigns_deleted] = Campaign.where(inbox_id: @source_inbox_id, account_id: @destination_account_id).delete_all
end
def copy_custom_attribute_definitions!
return if @source_custom_attribute_definitions.empty?
@logger.info "Copying #{@summary[:custom_attribute_definitions][:to_create]} custom attribute definitions"
@source_custom_attribute_definitions.each do |definition|
next if custom_definition_exists?(definition)
next if reserved_custom_attribute?(definition)
destination_definition = definition.attributes.slice(
'attribute_description',
'attribute_display_name',
'attribute_display_type',
'attribute_key',
'attribute_model',
'attribute_values',
'default_value',
'regex_cue',
'regex_pattern'
)
destination_definition['account_id'] = @destination_account_id
CustomAttributeDefinition.create!(destination_definition)
end
end
def custom_definition_exists?(definition)
CustomAttributeDefinition.exists?(
account_id: @destination_account_id,
attribute_model: definition.attribute_model,
attribute_key: definition.attribute_key
)
end
def reserved_custom_attribute?(definition)
RESERVED_CUSTOM_ATTRIBUTE_KEYS[definition.attribute_model.to_sym]&.include?(definition.attribute_key)
end
end
# rubocop:enable Metrics/ClassLength
# rubocop:enable Rails/SkipsModelValidations
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