From 45d4d3660c646faf8b755e0e73c1022eae84fd69 Mon Sep 17 00:00:00 2001
From: Sojan Jose <sojan@pepalo.com>
Date: Tue, 15 Jul 2025 21:27:35 -0700
Subject: [PATCH] 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>
---
 .../dashboard/i18n/locale/en/automation.json  |  1 +
 .../settings/automation/constants.js          |  5 +++++
 app/models/automation_rule.rb                 |  3 ++-
 .../automation_rules/action_service.rb        |  7 ++++++
 .../automation_rules/action_service_spec.rb   | 22 +++++++++++++++++++
 5 files changed, 37 insertions(+), 1 deletion(-)

diff --git a/app/javascript/dashboard/i18n/locale/en/automation.json b/app/javascript/dashboard/i18n/locale/en/automation.json
index cb030332f..cf63de81c 100644
--- a/app/javascript/dashboard/i18n/locale/en/automation.json
+++ b/app/javascript/dashboard/i18n/locale/en/automation.json
@@ -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"
diff --git a/app/javascript/dashboard/routes/dashboard/settings/automation/constants.js b/app/javascript/dashboard/routes/dashboard/settings/automation/constants.js
index 1b0f0599f..dfa6163d8 100644
--- a/app/javascript/dashboard/routes/dashboard/settings/automation/constants.js
+++ b/app/javascript/dashboard/routes/dashboard/settings/automation/constants.js
@@ -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',
diff --git a/app/models/automation_rule.rb b/app/models/automation_rule.rb
index c8f5a180d..6f3f47d9c 100644
--- a/app/models/automation_rule.rb
+++ b/app/models/automation_rule.rb
@@ -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
diff --git a/app/services/automation_rules/action_service.rb b/app/services/automation_rules/action_service.rb
index 290e14a9e..e409faba2 100644
--- a/app/services/automation_rules/action_service.rb
+++ b/app/services/automation_rules/action_service.rb
@@ -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])
 
diff --git a/spec/services/automation_rules/action_service_spec.rb b/spec/services/automation_rules/action_service_spec.rb
index bdfa7af0c..e63fd7545 100644
--- a/spec/services/automation_rules/action_service_spec.rb
+++ b/spec/services/automation_rules/action_service_spec.rb
@@ -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