From 4517c5022766b477d85059de44365abf1644462d Mon Sep 17 00:00:00 2001
From: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Date: Thu, 26 Mar 2026 19:48:12 +0530
Subject: [PATCH] feat: support bulk select and delete for documents (#13907)

---
 .../captain/assistant/DocumentCard.vue        |  38 ++++++-
 .../pageComponents/BulkDeleteDialog.vue       |  16 ++-
 .../i18n/locale/en/integrations.json          |  11 ++
 .../dashboard/captain/documents/Index.vue     | 100 +++++++++++++++++-
 .../dashboard/captain/responses/Index.vue     |   2 +-
 .../dashboard/captain/responses/Pending.vue   |   2 +-
 .../dashboard/store/captain/bulkActions.js    |  21 ++--
 .../dashboard/store/captain/document.js       |   8 ++
 .../captain/bulk_actions_controller.rb        |  14 ++-
 .../captain/bulk_actions_controller_spec.rb   |  30 ++++++
 10 files changed, 224 insertions(+), 18 deletions(-)

diff --git a/app/javascript/dashboard/components-next/captain/assistant/DocumentCard.vue b/app/javascript/dashboard/components-next/captain/assistant/DocumentCard.vue
index bb5f03451..30ebfc448 100644
--- a/app/javascript/dashboard/components-next/captain/assistant/DocumentCard.vue
+++ b/app/javascript/dashboard/components-next/captain/assistant/DocumentCard.vue
@@ -12,6 +12,7 @@ import {
 import CardLayout from 'dashboard/components-next/CardLayout.vue';
 import DropdownMenu from 'dashboard/components-next/dropdown-menu/DropdownMenu.vue';
 import Button from 'dashboard/components-next/button/Button.vue';
+import Checkbox from 'dashboard/components-next/checkbox/Checkbox.vue';
 
 const props = defineProps({
   id: {
@@ -34,14 +35,34 @@ const props = defineProps({
     type: Number,
     required: true,
   },
+  isSelected: {
+    type: Boolean,
+    default: false,
+  },
+  selectable: {
+    type: Boolean,
+    default: false,
+  },
+  showSelectionControl: {
+    type: Boolean,
+    default: false,
+  },
+  showMenu: {
+    type: Boolean,
+    default: true,
+  },
 });
 
-const emit = defineEmits(['action']);
+const emit = defineEmits(['action', 'select', 'hover']);
 const { checkPermissions } = usePolicy();
 
 const { t } = useI18n();
 
 const [showActionsDropdown, toggleDropdown] = useToggle();
+const modelValue = computed({
+  get: () => props.isSelected,
+  set: () => emit('select', props.id),
+});
 
 const menuItems = computed(() => {
   const allOptions = [
@@ -79,12 +100,23 @@ const handleAction = ({ action, value }) => {
 </script>
 
 <template>
-  <CardLayout>
+  <CardLayout
+    :selectable="selectable"
+    class="relative"
+    @mouseenter="emit('hover', true)"
+    @mouseleave="emit('hover', false)"
+  >
+    <div
+      v-show="showSelectionControl"
+      class="absolute top-7 ltr:left-3 rtl:right-3"
+    >
+      <Checkbox v-model="modelValue" />
+    </div>
     <div class="flex gap-1 justify-between w-full">
       <span class="text-base text-n-slate-12 line-clamp-1">
         {{ name }}
       </span>
-      <div class="flex gap-2 items-center">
+      <div v-if="showMenu" class="flex gap-2 items-center">
         <div
           v-on-clickaway="() => toggleDropdown(false)"
           class="flex relative items-center group"
diff --git a/app/javascript/dashboard/components-next/captain/pageComponents/BulkDeleteDialog.vue b/app/javascript/dashboard/components-next/captain/pageComponents/BulkDeleteDialog.vue
index 82f8fa308..c14c4a6a8 100644
--- a/app/javascript/dashboard/components-next/captain/pageComponents/BulkDeleteDialog.vue
+++ b/app/javascript/dashboard/components-next/captain/pageComponents/BulkDeleteDialog.vue
@@ -21,16 +21,22 @@ const emit = defineEmits(['deleteSuccess']);
 const { t } = useI18n();
 const store = useStore();
 const bulkDeleteDialogRef = ref(null);
-const i18nKey = computed(() => props.type.toUpperCase());
+const i18nKey = computed(() => {
+  const i18nTypeMap = {
+    AssistantResponse: 'RESPONSES',
+    AssistantDocument: 'DOCUMENTS',
+  };
+  return i18nTypeMap[props.type];
+});
 
 const handleBulkDelete = async ids => {
   if (!ids) return;
 
   try {
-    await store.dispatch(
-      'captainBulkActions/handleBulkDelete',
-      Array.from(props.bulkIds)
-    );
+    await store.dispatch('captainBulkActions/handleBulkDelete', {
+      ids: Array.from(props.bulkIds),
+      type: props.type,
+    });
 
     emit('deleteSuccess');
     useAlert(t(`CAPTAIN.${i18nKey.value}.BULK_DELETE.SUCCESS_MESSAGE`));
diff --git a/app/javascript/dashboard/i18n/locale/en/integrations.json b/app/javascript/dashboard/i18n/locale/en/integrations.json
index 1852bad26..70d9a271c 100644
--- a/app/javascript/dashboard/i18n/locale/en/integrations.json
+++ b/app/javascript/dashboard/i18n/locale/en/integrations.json
@@ -738,6 +738,17 @@
     "DOCUMENTS": {
       "HEADER": "Documents",
       "ADD_NEW": "Create a new document",
+      "SELECTED": "{count} selected",
+      "SELECT_ALL": "Select all ({count})",
+      "UNSELECT_ALL": "Unselect all ({count})",
+      "BULK_DELETE_BUTTON": "Delete",
+      "BULK_DELETE": {
+        "TITLE": "Delete documents?",
+        "DESCRIPTION": "Are you sure you want to delete the selected documents? This action cannot be undone.",
+        "CONFIRM": "Yes, delete all",
+        "SUCCESS_MESSAGE": "Documents deleted successfully",
+        "ERROR_MESSAGE": "There was an error deleting the documents, please try again."
+      },
       "RELATED_RESPONSES": {
         "TITLE": "Related FAQs",
         "DESCRIPTION": "These FAQs are generated directly from the document."
diff --git a/app/javascript/dashboard/routes/dashboard/captain/documents/Index.vue b/app/javascript/dashboard/routes/dashboard/captain/documents/Index.vue
index fe38d5ca1..2bd7446cb 100644
--- a/app/javascript/dashboard/routes/dashboard/captain/documents/Index.vue
+++ b/app/javascript/dashboard/routes/dashboard/captain/documents/Index.vue
@@ -4,9 +4,13 @@ import { useMapGetter, useStore } from 'dashboard/composables/store';
 import { useRoute } from 'vue-router';
 import { FEATURE_FLAGS } from 'dashboard/featureFlags';
 import { useAccount } from 'dashboard/composables/useAccount';
+import { usePolicy } from 'dashboard/composables/usePolicy';
 
 import DeleteDialog from 'dashboard/components-next/captain/pageComponents/DeleteDialog.vue';
 import DocumentCard from 'dashboard/components-next/captain/assistant/DocumentCard.vue';
+import BulkSelectBar from 'dashboard/components-next/captain/assistant/BulkSelectBar.vue';
+import BulkDeleteDialog from 'dashboard/components-next/captain/pageComponents/BulkDeleteDialog.vue';
+import Policy from 'dashboard/components/policy.vue';
 import PageLayout from 'dashboard/components-next/captain/PageLayout.vue';
 import CaptainPaywall from 'dashboard/components-next/captain/pageComponents/Paywall.vue';
 import RelatedResponses from 'dashboard/components-next/captain/pageComponents/document/RelatedResponses.vue';
@@ -14,9 +18,12 @@ import CreateDocumentDialog from 'dashboard/components-next/captain/pageComponen
 import DocumentPageEmptyState from 'dashboard/components-next/captain/pageComponents/emptyStates/DocumentPageEmptyState.vue';
 import FeatureSpotlightPopover from 'dashboard/components-next/feature-spotlight/FeatureSpotlightPopover.vue';
 import LimitBanner from 'dashboard/components-next/captain/pageComponents/document/LimitBanner.vue';
+import { useI18n } from 'vue-i18n';
 
 const route = useRoute();
 const store = useStore();
+const { t } = useI18n();
+const { checkPermissions } = usePolicy();
 
 const { isOnChatwootCloud } = useAccount();
 const uiFlags = useMapGetter('captainDocuments/getUIFlags');
@@ -25,9 +32,13 @@ const isFetching = computed(() => uiFlags.value.fetchingList);
 const documentsMeta = useMapGetter('captainDocuments/getMeta');
 
 const selectedAssistantId = computed(() => Number(route.params.assistantId));
+const canManageDocuments = computed(() => checkPermissions(['administrator']));
 
 const selectedDocument = ref(null);
 const deleteDocumentDialog = ref(null);
+const bulkDeleteDialog = ref(null);
+const bulkSelectedIds = ref(new Set());
+const hoveredCard = ref(null);
 
 const handleDelete = () => {
   deleteDocumentDialog.value.dialogRef.open();
@@ -78,7 +89,14 @@ const fetchDocuments = (page = 1) => {
   store.dispatch('captainDocuments/get', filterParams);
 };
 
-const onPageChange = page => fetchDocuments(page);
+const onPageChange = page => {
+  const hadSelection = bulkSelectedIds.value.size > 0;
+  fetchDocuments(page);
+
+  if (hadSelection) {
+    bulkSelectedIds.value = new Set();
+  }
+};
 
 const onDeleteSuccess = () => {
   if (documents.value?.length === 0 && documentsMeta.value?.page > 1) {
@@ -86,6 +104,58 @@ const onDeleteSuccess = () => {
   }
 };
 
+const buildSelectedCountLabel = computed(() => {
+  const count = documents.value?.length || 0;
+  const isAllSelected = bulkSelectedIds.value.size === count && count > 0;
+  return isAllSelected
+    ? t('CAPTAIN.DOCUMENTS.UNSELECT_ALL', { count })
+    : t('CAPTAIN.DOCUMENTS.SELECT_ALL', { count });
+});
+
+const selectedCountLabel = computed(() => {
+  return t('CAPTAIN.DOCUMENTS.SELECTED', {
+    count: bulkSelectedIds.value.size,
+  });
+});
+
+const hasBulkSelection = computed(() => bulkSelectedIds.value.size > 0);
+
+const shouldShowSelectionControl = docId => {
+  return (
+    canManageDocuments.value &&
+    (hoveredCard.value === docId || hasBulkSelection.value)
+  );
+};
+
+const handleCardHover = (isHovered, id) => {
+  hoveredCard.value = isHovered ? id : null;
+};
+
+const handleCardSelect = id => {
+  if (!canManageDocuments.value) return;
+  const selected = new Set(bulkSelectedIds.value);
+  selected[selected.has(id) ? 'delete' : 'add'](id);
+  bulkSelectedIds.value = selected;
+};
+
+const fetchDocumentsAfterBulkAction = () => {
+  const hasNoDocumentsLeft = documents.value?.length === 0;
+  const currentPage = documentsMeta.value?.page;
+
+  if (hasNoDocumentsLeft) {
+    const pageToFetch = currentPage > 1 ? currentPage - 1 : currentPage;
+    fetchDocuments(pageToFetch);
+  } else {
+    fetchDocuments(currentPage);
+  }
+
+  bulkSelectedIds.value = new Set();
+};
+
+const onBulkDeleteSuccess = () => {
+  fetchDocumentsAfterBulkAction();
+};
+
 onMounted(() => {
   fetchDocuments();
 });
@@ -106,6 +176,21 @@ onMounted(() => {
     @update:current-page="onPageChange"
     @click="handleCreateDocument"
   >
+    <template #subHeader>
+      <Policy :permissions="['administrator']">
+        <BulkSelectBar
+          v-model="bulkSelectedIds"
+          :all-items="documents"
+          :select-all-label="buildSelectedCountLabel"
+          :selected-count-label="selectedCountLabel"
+          :delete-label="$t('CAPTAIN.DOCUMENTS.BULK_DELETE_BUTTON')"
+          class="w-fit"
+          :class="{ 'mb-2': bulkSelectedIds.size > 0 }"
+          @bulk-delete="bulkDeleteDialog.dialogRef.open()"
+        />
+      </Policy>
+    </template>
+
     <template #knowMore>
       <FeatureSpotlightPopover
         :button-label="$t('CAPTAIN.HEADER_KNOW_MORE')"
@@ -138,7 +223,13 @@ onMounted(() => {
           :external-link="doc.external_link"
           :assistant="doc.assistant"
           :created-at="doc.created_at"
+          :is-selected="canManageDocuments && bulkSelectedIds.has(doc.id)"
+          :selectable="canManageDocuments"
+          :show-selection-control="shouldShowSelectionControl(doc.id)"
+          :show-menu="!bulkSelectedIds.has(doc.id)"
           @action="handleAction"
+          @select="handleCardSelect"
+          @hover="isHovered => handleCardHover(isHovered, doc.id)"
         />
       </div>
     </template>
@@ -162,5 +253,12 @@ onMounted(() => {
       type="Documents"
       @delete-success="onDeleteSuccess"
     />
+    <BulkDeleteDialog
+      v-if="bulkSelectedIds"
+      ref="bulkDeleteDialog"
+      :bulk-ids="bulkSelectedIds"
+      type="AssistantDocument"
+      @delete-success="onBulkDeleteSuccess"
+    />
   </PageLayout>
 </template>
diff --git a/app/javascript/dashboard/routes/dashboard/captain/responses/Index.vue b/app/javascript/dashboard/routes/dashboard/captain/responses/Index.vue
index 2144f6f05..e17b26999 100644
--- a/app/javascript/dashboard/routes/dashboard/captain/responses/Index.vue
+++ b/app/javascript/dashboard/routes/dashboard/captain/responses/Index.vue
@@ -316,7 +316,7 @@ onMounted(() => {
       v-if="bulkSelectedIds"
       ref="bulkDeleteDialog"
       :bulk-ids="bulkSelectedIds"
-      type="Responses"
+      type="AssistantResponse"
       @delete-success="onBulkDeleteSuccess"
     />
 
diff --git a/app/javascript/dashboard/routes/dashboard/captain/responses/Pending.vue b/app/javascript/dashboard/routes/dashboard/captain/responses/Pending.vue
index b26658f9c..661b6ced7 100644
--- a/app/javascript/dashboard/routes/dashboard/captain/responses/Pending.vue
+++ b/app/javascript/dashboard/routes/dashboard/captain/responses/Pending.vue
@@ -361,7 +361,7 @@ onMounted(() => {
       v-if="bulkSelectedIds"
       ref="bulkDeleteDialog"
       :bulk-ids="bulkSelectedIds"
-      type="Responses"
+      type="AssistantResponse"
       @delete-success="onBulkDeleteSuccess"
     />
 
diff --git a/app/javascript/dashboard/store/captain/bulkActions.js b/app/javascript/dashboard/store/captain/bulkActions.js
index 42ffcd294..436801092 100644
--- a/app/javascript/dashboard/store/captain/bulkActions.js
+++ b/app/javascript/dashboard/store/captain/bulkActions.js
@@ -25,17 +25,26 @@ export default createStore({
       }
     },
 
-    handleBulkDelete: async function handleBulkDelete({ dispatch }, ids) {
+    handleBulkDelete: async function handleBulkDelete(
+      { dispatch },
+      { type = 'AssistantResponse', ids }
+    ) {
       const response = await dispatch('processBulkAction', {
-        type: 'AssistantResponse',
+        type,
         actionType: 'delete',
         ids,
       });
 
-      // Update the response store after successful API call
-      await dispatch('captainResponses/removeBulkResponses', ids, {
-        root: true,
-      });
+      if (type === 'AssistantResponse') {
+        // Update the response store after successful API call
+        await dispatch('captainResponses/removeBulkResponses', ids, {
+          root: true,
+        });
+      } else if (type === 'AssistantDocument') {
+        await dispatch('captainDocuments/removeBulkRecords', ids, {
+          root: true,
+        });
+      }
       return response;
     },
 
diff --git a/app/javascript/dashboard/store/captain/document.js b/app/javascript/dashboard/store/captain/document.js
index f5766f827..76d0c9124 100644
--- a/app/javascript/dashboard/store/captain/document.js
+++ b/app/javascript/dashboard/store/captain/document.js
@@ -4,4 +4,12 @@ import { createStore } from '../storeFactory';
 export default createStore({
   name: 'CaptainDocument',
   API: CaptainDocumentAPI,
+  actions: mutations => ({
+    removeBulkRecords({ commit, getters }, ids) {
+      const records = getters.getRecords.filter(
+        record => !ids.includes(record.id)
+      );
+      commit(mutations.SET, records);
+    },
+  }),
 });
diff --git a/enterprise/app/controllers/api/v1/accounts/captain/bulk_actions_controller.rb b/enterprise/app/controllers/api/v1/accounts/captain/bulk_actions_controller.rb
index 3130a68cc..e7d02a887 100644
--- a/enterprise/app/controllers/api/v1/accounts/captain/bulk_actions_controller.rb
+++ b/enterprise/app/controllers/api/v1/accounts/captain/bulk_actions_controller.rb
@@ -4,7 +4,7 @@ class Api::V1::Accounts::Captain::BulkActionsController < Api::V1::Accounts::Bas
   before_action :validate_params
   before_action :type_matches?
 
-  MODEL_TYPE = ['AssistantResponse'].freeze
+  MODEL_TYPE = %w[AssistantResponse AssistantDocument].freeze
 
   def create
     @responses = process_bulk_action
@@ -28,6 +28,8 @@ class Api::V1::Accounts::Captain::BulkActionsController < Api::V1::Accounts::Bas
     case params[:type]
     when 'AssistantResponse'
       handle_assistant_responses
+    when 'AssistantDocument'
+      handle_documents
     end
   end
 
@@ -45,6 +47,16 @@ class Api::V1::Accounts::Captain::BulkActionsController < Api::V1::Accounts::Bas
     end
   end
 
+  def handle_documents
+    return [] unless params[:fields][:status] == 'delete'
+
+    documents = Current.account.captain_documents.where(id: params[:ids])
+    return [] unless documents.exists?
+
+    documents.destroy_all
+    []
+  end
+
   def permitted_params
     params.permit(:type, ids: [], fields: [:status])
   end
diff --git a/spec/enterprise/controllers/api/v1/accounts/captain/bulk_actions_controller_spec.rb b/spec/enterprise/controllers/api/v1/accounts/captain/bulk_actions_controller_spec.rb
index 968649085..eaecdd89e 100644
--- a/spec/enterprise/controllers/api/v1/accounts/captain/bulk_actions_controller_spec.rb
+++ b/spec/enterprise/controllers/api/v1/accounts/captain/bulk_actions_controller_spec.rb
@@ -14,6 +14,14 @@ RSpec.describe 'Api::V1::Accounts::Captain::BulkActions', type: :request do
       status: 'pending'
     )
   end
+  let!(:documents) do
+    create_list(
+      :captain_document,
+      2,
+      assistant: assistant,
+      account: account
+    )
+  end
 
   def json_response
     JSON.parse(response.body, symbolize_names: true)
@@ -98,6 +106,28 @@ RSpec.describe 'Api::V1::Accounts::Captain::BulkActions', type: :request do
       end
     end
 
+    context 'when deleting documents' do
+      let(:document_delete_params) do
+        {
+          type: 'AssistantDocument',
+          ids: documents.map(&:id),
+          fields: { status: 'delete' }
+        }
+      end
+
+      it 'deletes the documents and returns an empty array' do
+        expect do
+          post "/api/v1/accounts/#{account.id}/captain/bulk_actions",
+               params: document_delete_params,
+               headers: admin.create_new_auth_token,
+               as: :json
+        end.to change(Captain::Document, :count).by(-2)
+
+        expect(response).to have_http_status(:ok)
+        expect(json_response).to eq([])
+      end
+    end
+
     context 'with missing parameters' do
       let(:missing_params) do
         {