feat: Add support for sending CSAT surveys via templates (Whatsapp Cloud) (#12787)

This PR enables sending CSAT surveys on WhatsApp using approved WhatsApp
message templates, ensuring survey delivery even after the 24-hour
session window.

The system now automatically creates, updates, and monitors WhatsApp
CSAT templates without manual intervention.

<img width="1664" height="1792" alt="approved"
src="https://github.com/user-attachments/assets/c6efd61e-1d01-4738-abb6-0afc0dace975"
/>

#### Why this change

Previously, WhatsApp CSAT messages failed outside the 24-hour customer
window.

With this update:

- CSAT surveys are delivered reliably using WhatsApp templates
- Template creation happens automatically in the background
- Users can modify survey content and recreate templates easily
- Clear UI states show template approval status

#### Screens & States

<details>
<summary>Default — No template configured yet</summary>
<img width="1662" height="1788" alt="default"
src="https://github.com/user-attachments/assets/ed26d71b-cf7c-4a26-a2af-da88772c847c"
/>
</details>
<details>
<summary>Pending — Template submitted, awaiting Meta approval</summary>
<img width="1658" height="1816" alt="pending"
src="https://github.com/user-attachments/assets/923b789b-d91b-4364-905d-e56a2b65331a"
/>
</details>
<details>
<summary>Approved — Survey will be sent when conversation
resolves</summary>
<img width="1664" height="1792" alt="approved"
src="https://github.com/user-attachments/assets/c6efd61e-1d01-4738-abb6-0afc0dace975"
/>
</details>
<details>
<summary>Rejected — Template rejected by Meta</summary>
<img width="1672" height="1776" alt="rejected"
src="https://github.com/user-attachments/assets/f69a9b0e-be27-4e67-a993-7b8149502c4f"
/>
</details>
<details>
<summary>Not Found — Template missing in Meta Platform</summary>
<img width="1660" height="1784" alt="not-exist"
src="https://github.com/user-attachments/assets/a2a4b4f7-b01a-4424-8fcb-3ed84256e057"
/>
</details>
<details>
<summary>Edit Template — Delete & recreate template on change</summary>
<img width="2342" height="1778" alt="edit-survey"
src="https://github.com/user-attachments/assets/0f999285-0341-4226-84e9-31f0c6446924"
/>
</details>

#### Test Cases


**1. First-time CSAT setup on WhatsApp inbox**

- Enable CSAT
- Enter message + button text
- Save
- Expected: Template created automatically, UI shows pending state

**2. CSAT toggle without changing text**

- Existing approved template
- Toggle CSAT OFF → ON (no text change)
- Expected: No confirmation alert, no template recreation

**3. Editing only survey rules**

- Modify labels or rule conditions only
- Expected: No confirmation alert, template remains unchanged

**4. Template text change**

- Change survey message or button text
- Save
- Expected:
    - Confirmation dialog shown
    - On confirm → previous template deleted, new one created
    - On cancel → revert to previous values

**5. Language change**

- Change template language (e.g., en → es)
- Expected: Confirmation dialog + new template on confirm

 **6. Sending survey**

- Template approved → always send template
- Template pending → send free-form within 24 hours only
- Template rejected/missing → fallback to free-form (if within window)
- Outside 24 hours & no approved template → activity log only

**7. Non-WhatsApp inbox**

- Enable CSAT for email/web inbox
- Expected: No template logic triggered


Fixes
https://linear.app/chatwoot/issue/CW-6188/support-for-sending-csat-surveys-via-approved-whatsapp

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Vinay Keerthi <11478411+stonecharioteer@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>

app/services/csat_survey_service.rb

@@ -4,7 +4,9 @@ class CsatSurveyService
   def perform
     return unless should_send_csat_survey?
 
-    if within_messaging_window?
+    if whatsapp_channel? && template_available_and_approved?
+      send_whatsapp_template_survey
+    elsif within_messaging_window?
       ::MessageTemplates::Template::CsatSurvey.new(conversation: conversation).perform
     else
       create_csat_not_sent_activity_message
@@ -35,6 +37,64 @@ class CsatSurveyService
     conversation.can_reply?
   end
 
+  def whatsapp_channel?
+    inbox.channel_type == 'Channel::Whatsapp'
+  end
+
+  def template_available_and_approved?
+    template_config = inbox.csat_config&.dig('template')
+    return false unless template_config
+
+    template_name = template_config['name'] || Whatsapp::CsatTemplateNameService.csat_template_name(inbox.id)
+
+    status_result = inbox.channel.provider_service.get_template_status(template_name)
+
+    status_result[:success] && status_result[:template][:status] == 'APPROVED'
+  rescue StandardError => e
+    Rails.logger.error "Error checking CSAT template status: #{e.message}"
+    false
+  end
+
+  def send_whatsapp_template_survey
+    template_config = inbox.csat_config&.dig('template')
+    template_name = template_config['name'] || Whatsapp::CsatTemplateNameService.csat_template_name(inbox.id)
+
+    phone_number = conversation.contact_inbox.source_id
+    template_info = build_template_info(template_name, template_config)
+    message = build_csat_message
+
+    message_id = inbox.channel.provider_service.send_template(phone_number, template_info, message)
+
+    message.update!(source_id: message_id) if message_id.present?
+  rescue StandardError => e
+    Rails.logger.error "Error sending WhatsApp CSAT template for conversation #{conversation.id}: #{e.message}"
+  end
+
+  def build_template_info(template_name, template_config)
+    {
+      name: template_name,
+      lang_code: template_config['language'] || 'en',
+      parameters: [
+        {
+          type: 'button',
+          sub_type: 'url',
+          index: '0',
+          parameters: [{ type: 'text', text: conversation.uuid }]
+        }
+      ]
+    }
+  end
+
+  def build_csat_message
+    conversation.messages.build(
+      account: conversation.account,
+      inbox: inbox,
+      message_type: :outgoing,
+      content: inbox.csat_config&.dig('message') || 'Please rate this conversation',
+      content_type: :input_csat
+    )
+  end
+
   def create_csat_not_sent_activity_message
     content = I18n.t('conversations.activity.csat.not_sent_due_to_messaging_window')
     activity_message_params = {