feat: Add private note action to automations (#11926)

## Summary
- allow AutomationRule to accept `add_private_note` action
- support `add_private_note` in automation action service
- expose private note action in frontend constants and i18n
- test new automation rule action

## Testing
- `pnpm eslint
app/javascript/dashboard/routes/dashboard/settings/automation/constants.js`
- `bundle exec rubocop app/services/automation_rules/action_service.rb
app/models/automation_rule.rb
spec/services/automation_rules/action_service_spec.rb`
- `bundle exec rspec
spec/services/automation_rules/action_service_spec.rb`


------
https://chatgpt.com/codex/tasks/task_e_6870c5f7b8b88326a9bd60b2ba710ccd

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
This commit is contained in:
Sojan Jose
2025-07-15 21:27:35 -07:00
committed by GitHub
parent 0ea616a6ea
commit 45d4d3660c
5 changed files with 37 additions and 1 deletions

View File

@@ -146,6 +146,7 @@
"SEND_WEBHOOK_EVENT": "Send Webhook Event",
"SEND_ATTACHMENT": "Send Attachment",
"SEND_MESSAGE": "Send a Message",
"ADD_PRIVATE_NOTE": "Add a Private Note",
"CHANGE_PRIORITY": "Change Priority",
"ADD_SLA": "Add SLA",
"OPEN_CONVERSATION": "Open conversation"

View File

@@ -555,6 +555,11 @@ export const AUTOMATION_ACTION_TYPES = [
label: 'SEND_MESSAGE',
inputType: 'textarea',
},
{
key: 'add_private_note',
label: 'ADD_PRIVATE_NOTE',
inputType: 'textarea',
},
{
key: 'change_priority',
label: 'CHANGE_PRIORITY',

View File

@@ -41,7 +41,8 @@ class AutomationRule < ApplicationRecord
def actions_attributes
%w[send_message add_label remove_label send_email_to_team assign_team assign_agent send_webhook_event mute_conversation
send_attachment change_status resolve_conversation open_conversation snooze_conversation change_priority send_email_transcript].freeze
send_attachment change_status resolve_conversation open_conversation snooze_conversation change_priority send_email_transcript
add_private_note].freeze
end
def file_base_data

View File

@@ -47,6 +47,13 @@ class AutomationRules::ActionService < ActionService
Messages::MessageBuilder.new(nil, @conversation, params).perform
end
def add_private_note(message)
return if conversation_a_tweet?
params = { content: message[0], private: true, content_attributes: { automation_rule_id: @rule.id } }
Messages::MessageBuilder.new(nil, @conversation.reload, params).perform
end
def send_email_to_team(params)
teams = Team.where(id: params[0][:team_ids])

View File

@@ -117,5 +117,27 @@ RSpec.describe AutomationRules::ActionService do
expect(mailer).to have_received(:conversation_transcript).exactly(1).times
end
end
describe '#perform with add_private_note action' do
let(:message_builder) { double }
before do
allow(Messages::MessageBuilder).to receive(:new).and_return(message_builder)
rule.actions.delete_if { |a| a['action_name'] == 'send_message' }
rule.actions << { action_name: 'add_private_note', action_params: ['Note'] }
end
it 'will add private note' do
expect(message_builder).to receive(:perform)
described_class.new(rule, account, conversation).perform
end
it 'will not add note if conversation is a tweet' do
twitter_inbox = create(:inbox, channel: create(:channel_twitter_profile, account: account))
conversation = create(:conversation, inbox: twitter_inbox, additional_attributes: { type: 'tweet' })
expect(message_builder).not_to receive(:perform)
described_class.new(rule, account, conversation).perform
end
end
end
end