## 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
288 lines
8.8 KiB
Ruby
288 lines
8.8 KiB
Ruby
# frozen_string_literal: true
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# == Schema Information
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#
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# Table name: inboxes
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#
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# id :integer not null, primary key
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# allow_messages_after_resolved :boolean default(TRUE)
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# auto_assignment_config :jsonb
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# business_name :string
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# channel_type :string
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# csat_config :jsonb not null
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# csat_survey_enabled :boolean default(FALSE)
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# email_address :string
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# enable_auto_assignment :boolean default(TRUE)
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# enable_email_collect :boolean default(TRUE)
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# greeting_enabled :boolean default(FALSE)
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# greeting_message :string
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# lock_to_single_conversation :boolean default(FALSE), not null
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# name :string not null
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# out_of_office_message :string
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# sender_name_type :integer default("friendly"), not null
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# timezone :string default("UTC")
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# working_hours_enabled :boolean default(FALSE)
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# created_at :datetime not null
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# updated_at :datetime not null
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# account_id :integer not null
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# channel_id :integer not null
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# portal_id :bigint
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#
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# Indexes
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#
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# index_inboxes_on_account_id (account_id)
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# index_inboxes_on_channel_id_and_channel_type (channel_id,channel_type)
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# index_inboxes_on_portal_id (portal_id)
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#
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# Foreign Keys
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#
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# fk_rails_... (portal_id => portals.id)
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#
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class Inbox < ApplicationRecord
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include Reportable
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include Avatarable
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include OutOfOffisable
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include AccountCacheRevalidator
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include InboxAgentAvailability
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include InboxBrandedEmailLayoutable
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# Not allowing characters:
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validates :name, presence: true
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validates :account_id, presence: true
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validates :timezone, inclusion: { in: TZInfo::Timezone.all_identifiers }
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validates :out_of_office_message, length: { maximum: Limits::OUT_OF_OFFICE_MESSAGE_MAX_LENGTH }
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validates :greeting_message, length: { maximum: Limits::GREETING_MESSAGE_MAX_LENGTH }
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validate :ensure_valid_max_assignment_limit
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belongs_to :account
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belongs_to :portal, optional: true
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belongs_to :channel, polymorphic: true, dependent: :destroy
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has_many :campaigns, dependent: :destroy_async
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has_many :contact_inboxes, dependent: :destroy_async
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has_many :contacts, through: :contact_inboxes
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has_many :inbox_members, dependent: :destroy_async
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has_many :members, through: :inbox_members, source: :user
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has_many :conversations, dependent: :destroy_async
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has_many :messages, dependent: :destroy_async
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has_many :email_templates, dependent: :destroy_async
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has_one :inbox_assignment_policy, dependent: :destroy
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has_one :assignment_policy, through: :inbox_assignment_policy
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has_one :agent_bot_inbox, dependent: :destroy_async
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has_one :agent_bot, through: :agent_bot_inbox
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has_many :webhooks, dependent: :destroy_async
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has_many :hooks, dependent: :destroy_async, class_name: 'Integrations::Hook'
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enum sender_name_type: { friendly: 0, professional: 1 }
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before_destroy :capture_filtered_unread_count_user_ids, prepend: true
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after_destroy :delete_round_robin_agents
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after_create_commit :dispatch_create_event
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after_update_commit :dispatch_update_event
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after_destroy_commit :invalidate_filtered_unread_counts_after_destroy
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scope :order_by_name, -> { order('lower(name) ASC') }
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# Adds multiple members to the inbox
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# @param user_ids [Array<Integer>] Array of user IDs to add as members
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# @return [void]
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def add_members(user_ids)
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inbox_members.create!(user_ids.map { |user_id| { user_id: user_id } })
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update_account_cache
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end
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# Removes multiple members from the inbox
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# @param user_ids [Array<Integer>] Array of user IDs to remove
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# @return [void]
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def remove_members(user_ids)
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inbox_members.where(user_id: user_ids).destroy_all
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update_account_cache
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end
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# Sanitizes inbox name for balanced email provider compatibility
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# ALLOWS: /'._- and Unicode letters/numbers/emojis
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# REMOVES: Forbidden chars (\<>@"()) + spam-trigger symbols (!#$%&*+=?^`{|}~)
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def sanitized_name
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return default_name_for_blank_name if name.blank?
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sanitized = apply_sanitization_rules(name)
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sanitized.blank? && email? ? display_name_from_email : sanitized
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end
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def sanitized_business_name
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sanitize_raw_name(business_name) || sanitized_name
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end
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def sms?
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channel_type == 'Channel::Sms'
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end
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def facebook?
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channel_type == 'Channel::FacebookPage'
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end
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def instagram?
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(facebook? || instagram_direct?) && channel.instagram_id.present?
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end
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def instagram_direct?
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channel_type == 'Channel::Instagram'
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end
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def tiktok?
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channel_type == 'Channel::Tiktok'
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end
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def web_widget?
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channel_type == 'Channel::WebWidget'
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end
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def api?
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channel_type == 'Channel::Api'
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end
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def email?
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channel_type == 'Channel::Email'
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end
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def twilio?
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channel_type == 'Channel::TwilioSms'
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end
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def twitter?
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channel_type == 'Channel::TwitterProfile'
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end
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def telegram?
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channel_type == 'Channel::Telegram'
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end
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def whatsapp?
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channel_type == 'Channel::Whatsapp'
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end
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def twilio_whatsapp?
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channel_type == 'Channel::TwilioSms' && channel.medium == 'whatsapp'
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end
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def assignable_agents
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(account.users.where(id: members.select(:user_id)) + account.administrators).uniq
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end
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def active_bot?
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agent_bot_inbox&.active? || hooks.where(app_id: %w[dialogflow],
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status: 'enabled').count.positive?
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end
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def inbox_type
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channel.name
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end
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def webhook_data
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{
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id: id,
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name: name
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}
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end
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def callback_webhook_url
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case channel_type
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when 'Channel::TwilioSms'
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"#{ENV.fetch('FRONTEND_URL', nil)}/twilio/callback"
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when 'Channel::Sms'
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"#{ENV.fetch('FRONTEND_URL', nil)}/webhooks/sms/#{channel.phone_number.delete_prefix('+')}"
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when 'Channel::Line'
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"#{ENV.fetch('FRONTEND_URL', nil)}/webhooks/line/#{channel.line_channel_id}"
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when 'Channel::Whatsapp'
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"#{ENV.fetch('FRONTEND_URL', nil)}/webhooks/whatsapp/#{channel.phone_number}"
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end
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end
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def member_ids_with_assignment_capacity
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members.ids
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end
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def auto_assignment_v2_enabled?
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account.feature_enabled?('assignment_v2')
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end
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# Callers (Reauthorizable) only invoke this on a real transition, so the previous
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# value is always the inverse of the new boolean value.
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def dispatch_reauthorization_event(reauthorization_required)
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return if ENV['ENABLE_INBOX_EVENTS'].blank?
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changed_attributes = { reauthorization_required: [!reauthorization_required, reauthorization_required] }
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Rails.configuration.dispatcher.dispatch(INBOX_UPDATED, Time.zone.now, inbox: self, changed_attributes: changed_attributes)
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end
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private
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def default_name_for_blank_name
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email? ? display_name_from_email : ''
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end
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def sanitize_raw_name(raw)
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return nil if raw.blank?
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result = apply_sanitization_rules(raw)
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result.presence
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end
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def apply_sanitization_rules(name)
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name.gsub(/[\\<>@"!#$%&*+=?^`{|}~:;()]/, '') # Remove forbidden chars
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.gsub(/[\x00-\x1F\x7F]/, ' ') # Replace control chars with spaces
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.gsub(/\A[[:punct:]]+|[[:punct:]]+\z/, '') # Remove leading/trailing punctuation
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.gsub(/\s+/, ' ') # Normalize spaces
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.strip
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end
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def display_name_from_email
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channel.email.split('@').first.parameterize.titleize
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end
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def dispatch_create_event
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return if ENV['ENABLE_INBOX_EVENTS'].blank?
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Rails.configuration.dispatcher.dispatch(INBOX_CREATED, Time.zone.now, inbox: self)
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end
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def dispatch_update_event
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return if ENV['ENABLE_INBOX_EVENTS'].blank?
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Rails.configuration.dispatcher.dispatch(INBOX_UPDATED, Time.zone.now, inbox: self, changed_attributes: previous_changes)
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end
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def ensure_valid_max_assignment_limit
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# overridden in enterprise/app/models/enterprise/inbox.rb
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end
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def delete_round_robin_agents
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::AutoAssignment::InboxRoundRobinService.new(inbox: self).clear_queue
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end
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def capture_filtered_unread_count_user_ids
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return if account.blank?
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@filtered_unread_count_user_ids = (inbox_members.pluck(:user_id) + account.account_users.administrator.pluck(:user_id)).uniq
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end
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def invalidate_filtered_unread_counts_after_destroy
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invalidator = ::Conversations::UnreadCounts::FilteredCountInvalidator.new(account)
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invalidator.conversation_changed!
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invalidator.users_visibility_changed!(user_ids: @filtered_unread_count_user_ids)
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end
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def check_channel_type?
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['Channel::Email', 'Channel::Api', 'Channel::WebWidget'].include?(channel_type)
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end
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end
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Inbox.prepend_mod_with('Inbox')
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Inbox.include_mod_with('Audit::Inbox')
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Inbox.include_mod_with('Concerns::Inbox')
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