Files
chatwoot/app/services/onboarding/web_widget_creation_service.rb
Shivam MishraandGitHub 3489298726 feat: add WidgetCreationService for onboarding web widget setup (#14314)
When a new account finishes onboarding we want to land them on a
dashboard with a working web widget already configured, branded, named,
and assigned to them, instead of an empty inbox list. This PR adds the
services that produce that widget. **No user-visible change yet:** the
services are dormant until the trigger and background job are wired up
in the follow-up PR.

## Context

Milestone 1 added `Account::BrandingEnrichmentJob`, which calls
context.dev during signup and stores brand data on
`account.custom_attributes['brand_info']`, plus the new onboarding form
that captures `domain`, `name`, `industry`, etc. Milestone 2 starts
using that data, and the first thing we want is a web widget
materialized automatically. Splitting the service layer from the
orchestration plumbing (Redis key, `onboarding_step` extension,
controller wiring, ActionCable) keeps this diff focused and lets the
LLM/widget logic merge independently.

## How to test

Run against an existing account that already has `brand_info` populated.

```ruby
account = Account.find(<account_id>)
user    = account.administrators.first
inbox   = WidgetCreationService.new(account, user).perform

inbox.channel.widget_color     # color from brand_info, or '#1f93ff'
inbox.channel.welcome_title    # brand_info[:title], or account.name
inbox.channel.welcome_tagline  # LLM tagline (Enterprise + system key set),
                               # else brand_info[:slogan]/[:description]/nil
inbox.inbox_members.pluck(:user_id)
```

Toggle `InstallationConfig['CAPTAIN_OPEN_AI_API_KEY']` to flip between
LLM and brand-text tagline paths. To verify failure isolation, raise
inside `Captain::Llm::WidgetTaglineService#perform` and confirm widget
creation still succeeds with the fallback tagline.
2026-05-11 16:10:48 +05:30

76 lines
2.1 KiB
Ruby

class Onboarding::WebWidgetCreationService
DEFAULT_WIDGET_COLOR = '#1f93ff'.freeze
# context.dev descriptions and LLM completions are unbounded; bound the
# stored tagline so a long string doesn't render as a wall of text in the
# widget UI (and so backends that enforce varchar limits don't raise).
WELCOME_TAGLINE_MAX_LENGTH = 255
def initialize(account, user)
@account = account
@user = user
end
def perform
existing = existing_web_widget_inbox
if existing
Rails.logger.info "[WidgetCreation] Reusing existing web widget inbox #{existing.id} for account #{@account.id}"
return existing
end
if website_url.blank?
Rails.logger.info "[WidgetCreation] Skipping for account #{@account.id}: no website_url available"
return nil
end
attrs = channel_attributes
ActiveRecord::Base.transaction do
channel = @account.web_widgets.create!(attrs)
inbox = @account.inboxes.create!(name: @account.name, channel: channel)
InboxMember.find_or_create_by!(inbox: inbox, user: @user)
inbox
end
rescue StandardError => e
Rails.logger.error "[WidgetCreation] #{e.message}"
nil
end
private
def existing_web_widget_inbox
@account.inboxes.find_by(channel_type: 'Channel::WebWidget')
end
def channel_attributes
{
website_url: website_url,
widget_color: widget_color,
welcome_title: welcome_title,
welcome_tagline: welcome_tagline_text&.truncate(WELCOME_TAGLINE_MAX_LENGTH)
}
end
def brand_info
@brand_info ||= (@account.custom_attributes['brand_info'] || {}).deep_symbolize_keys
end
def website_url
@account.domain.presence || brand_info[:domain].presence
end
def widget_color
hex = brand_info[:colors]&.first&.dig(:hex)
hex.to_s.match?(/\A#\h{6}\z/) ? hex : DEFAULT_WIDGET_COLOR
end
def welcome_title
brand_info[:title].presence || @account.name
end
def welcome_tagline_text
brand_info[:slogan].presence || brand_info[:description].presence
end
end
Onboarding::WebWidgetCreationService.prepend_mod_with('Onboarding::WebWidgetCreationService')