feat: Add company auto-association for contacts (CW-5726 Part 2) (#12711)

## Description

Implements real-time company auto-association for contacts based on
email domains. This is **Part 2** of the company model production
rollout (CW-5726).

**Task:**
- When a contact is created with a business email, automatically create
and associate a company from the email domain
- When a contact is updated with an email for the first time (email was
previously nil), associate with a company
- Preserve existing company associations when email changes to avoid
user confusion
- Skip free email providers and disposable domains

**Dependencies:**
⚠️ Requires PR #12657 (Part 1: Backfill migration) to be merged first

**Linear ticket:**
[CW-5726](https://linear.app/chatwoot/issue/CW-5726/company-model-setting-it-up-on-production)

## Type of change

- [x] New feature (non-breaking change which adds functionality)

## How Has This Been Tested?

- Service specs: Tests business email detection, company creation,
association logic, edge cases (existing companies, free emails, nil
emails)
- Integration specs: Tests full callback flow for contact create/update
scenarios
- All tests passing: 10 examples, 0 failures
- RuboCop: 0 offenses

## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [x] My changes generate no new warnings
- [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
- [ ] Any dependent changes have been merged and published in downstream
modules (PR #12657 pending)

---------

Co-authored-by: Sojan Jose <sojan@pepalo.com>
This commit is contained in:
Vinay Keerthi
2025-11-03 20:36:13 +05:30
committed by GitHub
parent ef54f07d5b
commit 1fbdd68222
5 changed files with 228 additions and 0 deletions

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@@ -2,5 +2,30 @@ module Enterprise::Concerns::Contact
extend ActiveSupport::Concern
included do
belongs_to :company, optional: true
after_commit :associate_company_from_email,
on: [:create, :update],
if: :should_associate_company?
end
private
def should_associate_company?
# Only trigger if:
# 1. Contact has an email
# 2. Contact doesn't have a compan yet
# 3. Email was just set/changed
# 4. Email was previously nil (first time getting email)
email.present? &&
company_id.nil? &&
saved_change_to_email? &&
saved_change_to_email.first.nil?
end
def associate_company_from_email
Contacts::CompanyAssociationService.new.associate_company_from_email(self)
rescue StandardError => e
Rails.logger.error("Failed to associate company for contact #{id}: #{e.message}")
# Don't fail the contact save if the company association fails
end
end

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@@ -0,0 +1,46 @@
class Contacts::CompanyAssociationService
def associate_company_from_email(contact)
return nil if skip_association?(contact)
company = find_or_create_company(contact)
# rubocop:disable Rails/SkipsModelValidations
# Intentionally using update_column here to:
# 1. Avoid triggering callbacks
# 2. Improve performance (We're only setting company_id, no need for validation)
contact.update_column(:company_id, company.id) if company
# rubocop:enable Rails/SkipsModelValidations
company
end
private
def skip_association?(contact)
return true if contact.company_id.present?
return true if contact.email.blank?
detector = Companies::BusinessEmailDetectorService.new(contact.email)
return true unless detector.perform
false
end
def find_or_create_company(contact)
domain = extract_domain(contact.email)
company_name = derive_company_name(contact, domain)
Company.find_or_create_by!(account: contact.account, domain: domain) do |company|
company.name = company_name
end
rescue ActiveRecord::RecordNotUnique
# If another process created it first, just find that
Company.find_by(account: contact.account, domain: domain)
end
def extract_domain(email)
email.split('@').last&.downcase
end
def derive_company_name(contact, domain)
contact.additional_attributes&.dig('company_name') || domain.split('.').first.tr('-_', ' ').titleize
end
end

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@@ -19,6 +19,12 @@ RSpec.describe Migration::CompanyAccountBatchJob, type: :job do
let!(:contact) { create(:contact, account: account, email: 'user@acme.com') }
it 'creates a company and associates the contact' do
# Clean up companies created by Part 2's callback
Company.delete_all
# rubocop:disable Rails/SkipsModelValidations
contact.update_column(:company_id, nil)
# rubocop:enable Rails/SkipsModelValidations
expect do
described_class.perform_now(account)
end.to change(Company, :count).by(1)
@@ -71,6 +77,13 @@ RSpec.describe Migration::CompanyAccountBatchJob, type: :job do
let!(:contact2) { create(:contact, account: account, email: 'user2@acme.com') }
it 'creates only one company for the domain' do
# Clean up companies created by Part 2's callback
Company.delete_all
# rubocop:disable Rails/SkipsModelValidations
contact1.update_column(:company_id, nil)
contact2.update_column(:company_id, nil)
# rubocop:enable Rails/SkipsModelValidations
expect do
described_class.perform_now(account)
end.to change(Company, :count).by(1)

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@@ -0,0 +1,61 @@
require 'rails_helper'
RSpec.describe Contact, type: :model do
describe 'company auto-association' do
let(:account) { create(:account) }
context 'when creating a new contact with business email' do
it 'automatically creates and associates a company' do
expect do
create(:contact, email: 'john@acme.com', account: account)
end.to change(Company, :count).by(1)
contact = described_class.last
expect(contact.company).to be_present
expect(contact.company.domain).to eq('acme.com')
end
it 'does not create company for free email providers' do
expect do
create(:contact, email: 'john@gmail.com', account: account)
end.not_to change(Company, :count)
end
end
context 'when updating a contact to add email for first time' do
it 'creates and associates company' do
contact = create(:contact, email: nil, account: account)
expect do
contact.update(email: 'john@acme.com')
end.to change(Company, :count).by(1)
contact.reload
expect(contact.company.domain).to eq('acme.com')
end
end
context 'when updating a contact that already has a company' do
it 'does not change company when email changes' do
existing_company = create(:company, domain: 'oldcompany.com', account: account)
contact = create(:contact, email: 'john@oldcompany.com', company: existing_company, account: account)
expect do
contact.update(email: 'john@new_company.com')
end.not_to change(Company, :count)
contact.reload
expect(contact.company).to eq(existing_company)
end
end
context 'when multiple contacts share the same domain' do
it 'associates all contacts with the same company' do
contacts = ['john@acme.com', 'jane@acme.com', 'bob@acme.com']
contacts.each do |contact|
create(:contact, email: contact, account: account)
end
expect(Company.where(domain: 'acme.com', account: account).count).to eq(1)
company = Company.find_by(domain: 'acme.com', account: account)
expect(company.contacts.count).to eq(contacts.length)
end
end
end
end

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@@ -0,0 +1,83 @@
require 'rails_helper'
RSpec.describe Contacts::CompanyAssociationService, type: :service do
let(:account) { create(:account) }
let(:service) { described_class.new }
describe '#associate_company_from_email' do
context 'when contact has business email and no company' do
it 'creates a new company and associates it' do
contact = create(:contact, email: 'john@acme.com', account: account, company_id: nil)
Company.delete_all # Delete any companies created by the callback
# rubocop:disable Rails/SkipsModelValidations
contact.update_column(:company_id, nil) # Delete the company association created by the callback
# rubocop:enable Rails/SkipsModelValidations
valid_email_address = instance_double(ValidEmail2::Address, valid?: true, disposable_domain?: false)
allow(ValidEmail2::Address).to receive(:new).with('john@acme.com').and_return(valid_email_address)
allow(EmailProviderInfo).to receive(:call).with('john@acme.com').and_return(nil)
expect do
service.associate_company_from_email(contact)
end.to change(Company, :count).by(1)
contact.reload
expect(contact.company).to be_present
expect(contact.company.domain).to eq('acme.com')
expect(contact.company.name).to eq('Acme')
end
it 'reuses existing company with same domain' do
existing_company = create(:company, domain: 'acme.com', account: account)
contact = create(:contact, email: 'john@acme.com', account: account, company_id: nil)
# rubocop:disable Rails/SkipsModelValidations
contact.update_column(:company_id, nil) # Delete the company association created by the callback
# rubocop:enable Rails/SkipsModelValidations
valid_email_address = instance_double(ValidEmail2::Address, valid?: true, disposable_domain?: false)
allow(ValidEmail2::Address).to receive(:new).with('john@acme.com').and_return(valid_email_address)
allow(EmailProviderInfo).to receive(:call).with('john@acme.com').and_return(nil)
expect do
service.associate_company_from_email(contact)
end.not_to change(Company, :count)
contact.reload
expect(contact.company).to eq(existing_company)
end
end
context 'when contact already has a company' do
it 'skips association and returns nil' do
existing_company = create(:company, account: account)
contact = create(:contact, email: 'john@acme.com', account: account, company_id: existing_company.id)
result = service.associate_company_from_email(contact)
expect(result).to be_nil
contact.reload
expect(contact.company).to eq(existing_company)
end
end
context 'when contact has free email provider' do
it 'skips association for email' do
contact = create(:contact, email: 'john@gmail.com', account: account, company_id: nil)
expect do
service.associate_company_from_email(contact)
end.not_to change(Company, :count)
contact.reload
expect(contact.company).to be_nil
end
end
context 'when contact has no email' do
it 'skips association' do
contact = create(:contact, email: nil, account: account, company_id: nil)
result = service.associate_company_from_email(contact)
expect(result).to be_nil
expect(contact.reload.company).to be_nil
end
end
end
end