Files
chatwoot/app/controllers/api/v1/accounts/inboxes_controller.rb
T
Sony MathewandGitHub c420edce58 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
2026-07-17 15:25:55 +05:30

228 lines
7.3 KiB
Ruby

class Api::V1::Accounts::InboxesController < Api::V1::Accounts::BaseController
include Api::V1::InboxesHelper
before_action :fetch_inbox, except: [:index, :create]
before_action :fetch_agent_bot, only: [:set_agent_bot]
# we are already handling the authorization in fetch inbox
before_action :check_authorization, except: [:show]
include Api::V1::Accounts::Concerns::WhatsappHealthManagement
def index
@inboxes = policy_scope(Current.account.inboxes)
.includes(:channel, :portal, :working_hours, { avatar_attachment: :blob })
.order_by_name
end
def show; end
# Deprecated: This API will be removed in 2.7.0
def assignable_agents
@assignable_agents = @inbox.assignable_agents
end
def campaigns
@campaigns = @inbox.campaigns
end
def avatar
@inbox.avatar.attachment.destroy! if @inbox.avatar.attached?
head :ok
end
def create
ActiveRecord::Base.transaction do
channel = create_channel
@inbox = Current.account.inboxes.build(
{
name: inbox_name(channel),
channel: channel
}.merge(
permitted_params.except(:channel)
)
)
@inbox.save!
end
end
def update
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
@agent_bot = @inbox.agent_bot
end
def set_agent_bot
if @agent_bot
agent_bot_inbox = @inbox.agent_bot_inbox || AgentBotInbox.new(inbox: @inbox)
agent_bot_inbox.agent_bot = @agent_bot
agent_bot_inbox.save!
elsif @inbox.agent_bot_inbox.present?
@inbox.agent_bot_inbox.destroy!
end
head :ok
end
def reset_secret
return head :not_found unless @inbox.api?
@inbox.channel.reset_secret!
end
def destroy
::DeleteObjectJob.perform_later(@inbox, Current.user, request.ip) if @inbox.present?
render status: :ok, json: { message: I18n.t('messages.inbox_deletetion_response') }
end
private
def fetch_inbox
@inbox = Current.account.inboxes.find(params[:id])
authorize @inbox, :show?
end
def fetch_agent_bot
@agent_bot = AgentBot.accessible_to(Current.account).find(params[:agent_bot]) if params[:agent_bot]
end
def create_channel
return unless allowed_channel_types.include?(permitted_params[:channel][:type])
account_channels_method.create!(permitted_params(channel_type_from_params::EDITABLE_ATTRS)[:channel].except(:type))
end
def allowed_channel_types
%w[web_widget api email line telegram whatsapp sms]
end
def update_inbox_working_hours
@inbox.update_working_hours(params.permit(working_hours: Inbox::OFFISABLE_ATTRS)[:working_hours]) if params[:working_hours]
end
def update_channel
channel_attributes = get_channel_attributes(@inbox.channel_type)
return if permitted_params(channel_attributes)[:channel].blank?
validate_and_update_email_channel(channel_attributes) if @inbox.inbox_type == 'Email'
reauthorize_and_update_channel(channel_attributes)
update_channel_feature_flags
end
def channel_update_required?
permitted_params(get_channel_attributes(@inbox.channel_type))[:channel].present?
end
def validate_and_update_email_channel(channel_attributes)
validate_email_channel(channel_attributes)
rescue StandardError => e
render json: { message: e }, status: :unprocessable_entity and return
end
def reauthorize_and_update_channel(channel_attributes)
@inbox.channel.update!(permitted_params(channel_attributes)[:channel])
@inbox.channel.reauthorized! if @inbox.channel.respond_to?(:reauthorized!)
end
def update_channel_feature_flags
return unless @inbox.web_widget?
return unless permitted_params(Channel::WebWidget::EDITABLE_ATTRS)[:channel].key? :selected_feature_flags
@inbox.channel.selected_feature_flags = permitted_params(Channel::WebWidget::EDITABLE_ATTRS)[:channel][:selected_feature_flags]
@inbox.channel.save!
end
def format_csat_config(config)
formatted = {
'display_type' => config['display_type'] || 'emoji',
'message' => config['message'] || '',
:survey_rules => {
'operator' => config.dig('survey_rules', 'operator') || 'contains',
'values' => config.dig('survey_rules', 'values') || []
},
'button_text' => config['button_text'] || 'Please rate us',
'language' => config['language'] || 'en'
}
format_template_config(config, formatted)
formatted
end
def format_template_config(config, formatted)
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,
:lock_to_single_conversation, :portal_id, :sender_name_type, :business_name,
{ csat_config: [:display_type, :message, :button_text, :language,
{ survey_rules: [:operator, { values: [] }],
template: [:name, :template_id, :friendly_name, :content_sid, :approval_sid, :created_at, :language, :status] }] }]
end
def permitted_params(channel_attributes = [])
# We will remove this line after fixing https://linear.app/chatwoot/issue/CW-1567/null-value-passed-as-null-string-to-backend
params.each { |k, v| params[k] = params[k] == 'null' ? nil : v }
params.permit(*inbox_attributes, channel: [:type, *channel_attributes])
end
def channel_type_from_params
{
'web_widget' => Channel::WebWidget,
'api' => Channel::Api,
'email' => Channel::Email,
'line' => Channel::Line,
'telegram' => Channel::Telegram,
'whatsapp' => Channel::Whatsapp,
'sms' => Channel::Sms
}[permitted_params[:channel][:type]]
end
def get_channel_attributes(channel_type)
channel_type.constantize.const_defined?(:EDITABLE_ATTRS) ? channel_type.constantize::EDITABLE_ATTRS.presence : []
end
end
Api::V1::Accounts::InboxesController.prepend_mod_with('Api::V1::Accounts::InboxesController')