feat: account onboarding with clearbit (#8857)

* feat: add clearbit lookup

* chore: fix typo in .env.example

* refactor: split lookup to reduce cognitive complexity

* feat: add more fields to lookup

* feat: extend accounts controller

* feat: save extra data to custom_attributes

* feat: allow v2 update with custom_attributes

* feat: add update route

* refactor: reduce complexity

* feat: move update to v1 controller

* test: add locale test

* feat: remove update from routes

* test: update API for custom attributes

* test: all custom attributes

* fix: v2 tests

* test: enterprise accounts controller

* fix: clearbit payload

* fix: with modified env

* feat: allow custom attributes updates to profile

* refactor: reduce complexity

* feat: allow clearbit api key in installation config

* refactor: move clearbit to internal

* feat: allow clearbit

* chore: add display_title for June

* feat: allow more internal options

* refactor: use globalconfig to fetch clearbit token

* test: move response body to a factory

* refactor: update ops

* chore: remove clearbit from .env.example

* chore: apply suggestions from code review

Co-authored-by: sojan-official <sojan@chatwoot.com>

---------

Co-authored-by: sojan-official <sojan@chatwoot.com>

app/controllers/api/v1/accounts_controller.rb

@@ -44,7 +44,9 @@ class Api::V1::AccountsController < Api::BaseController
   end
 
   def update
-    @account.update!(account_params.slice(:name, :locale, :domain, :support_email, :auto_resolve_duration))
+    @account.assign_attributes(account_params.slice(:name, :locale, :domain, :support_email, :auto_resolve_duration))
+    @account.custom_attributes.merge!(custom_attributes_params)
+    @account.save!
   end
 
   def update_active_at
@@ -83,6 +85,10 @@ class Api::V1::AccountsController < Api::BaseController
     params.permit(:account_name, :email, :name, :password, :locale, :domain, :support_email, :auto_resolve_duration, :user_full_name)
   end
 
+  def custom_attributes_params
+    params.permit(:industry, :company_size, :timezone)
+  end
+
   def check_signup_enabled
     raise ActionController::RoutingError, 'Not Found' if GlobalConfigService.load('ENABLE_ACCOUNT_SIGNUP', 'false') == 'false'
   end

app/controllers/api/v1/profiles_controller.rb

@@ -10,7 +10,9 @@ class Api::V1::ProfilesController < Api::BaseController
       @user.update!(password_params.except(:current_password))
     end
 
-    @user.update!(profile_params)
+    @user.assign_attributes(profile_params)
+    @user.custom_attributes.merge!(custom_attributes_params)
+    @user.save!
   end
 
   def avatar
@@ -62,6 +64,10 @@ class Api::V1::ProfilesController < Api::BaseController
     )
   end
 
+  def custom_attributes_params
+    params.require(:profile).permit(:phone_number)
+  end
+
   def password_params
     params.require(:profile).permit(
       :current_password,

app/controllers/api/v2/accounts_controller.rb

@@ -17,8 +17,12 @@ class Api::V2::AccountsController < Api::BaseController
     @user, @account = AccountBuilder.new(
       email: account_params[:email],
       user_password: account_params[:password],
+      locale: account_params[:locale],
       user: current_user
     ).perform
+
+    fetch_account_and_user_info
+
     if @user
       send_auth_headers(@user)
       render 'api/v1/accounts/create', format: :json, locals: { resource: @user }
@@ -29,6 +33,8 @@ class Api::V2::AccountsController < Api::BaseController
 
   private
 
+  def fetch_account_and_user_info; end
+
   def fetch_account
     @account = current_user.accounts.find(params[:id])
     @current_account_user = @account.account_users.find_by(user_id: current_user.id)
@@ -46,3 +52,5 @@ class Api::V2::AccountsController < Api::BaseController
     raise ActionController::InvalidAuthenticityToken, 'Invalid Captcha' unless ChatwootCaptcha.new(params[:h_captcha_client_response]).valid?
   end
 end
+
+Api::V2::AccountsController.prepend_mod_with('Api::V2::AccountsController')