feat(inbox): Enable conversation continuity for social channels (#11079)

## Summary
This PR enables and surfaces **conversation workflow** for social-style
channels that should support either:
- `Create new conversations` after resolve, or
- `Reopen same conversation`

## What is included
- Adds the conversation workflow setting UI as card-based options in
Inbox Settings.
- Expands channel availability in settings to include channels like:
  - Telegram
  - TikTok
  - Instagram
  - Line
  - WhatsApp
  - Facebook
- Updates conversation selection behavior for Line incoming messages to
respect the workflow (reopen vs create-new-after-resolved).
- Updates TikTok conversation selection behavior to respect the workflow
(reopen vs create-new-after-resolved).
- Keeps email behavior unchanged (always starts a new thread).

Fixes: https://github.com/chatwoot/chatwoot/issues/8426

## Screenshot

<img width="1400" height="900" alt="pr11079-workflow-sender-clear-tight"
src="https://github.com/user-attachments/assets/9456821f-8d83-4924-8dcf-7503c811a7b1"
/>


## How To Reproduce
1. Open `Settings -> Inboxes ->
<Telegram/TikTok/Instagram/Line/Facebook/WhatsApp inbox> -> Settings`.
2. Verify **Conversation workflow** is visible with the two card
options.
3. Toggle between both options and save.
4. For Line and TikTok, verify resolved-conversation behavior follows
the selected workflow.

## Testing
- `RAILS_ENV=test bundle exec rspec
spec/builders/messages/instagram/message_builder_spec.rb:213
spec/builders/messages/instagram/message_builder_spec.rb:255
spec/builders/messages/instagram/messenger/message_builder_spec.rb:228
spec/builders/messages/instagram/messenger/message_builder_spec.rb:293
spec/services/tiktok/message_service_spec.rb`
- Result: `16 examples, 0 failures`

## Follow-up
- Migrate Website Live Chat workflow settings into this same
conversation-workflow settings model.
- Add Voice channel support for this workflow setting.

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
This commit is contained in:
Sojan Jose
2026-02-25 01:56:51 -08:00
committed by GitHub
parent 172ff87b5b
commit a44cb2c738
15 changed files with 378 additions and 39 deletions

View File

@@ -1,6 +1,6 @@
<script setup>
import { ref } from 'vue';
import RadioCard from '../RadioCard.vue';
import RadioCard from './RadioCard.vue';
const selectedOption = ref('round_robin');

View File

@@ -592,8 +592,10 @@
"DISABLED": "Disabled"
},
"LOCK_TO_SINGLE_CONVERSATION": {
"ENABLED": "Enabled",
"DISABLED": "Disabled"
"ENABLED": "Reopen same conversation",
"DISABLED": "Create new conversations",
"ENABLED_DESCRIPTION": "When a contact messages again, the previous conversation will be reopened.",
"DISABLED_DESCRIPTION": "A new conversation will be created each time after the previous one is resolved."
},
"ENABLE_HMAC": {
"LABEL": "Enable"
@@ -713,8 +715,8 @@
"SENDER_NAME_SECTION_TEXT": "Enable/Disable showing Agent's name in email, if disabled it will show business name",
"ENABLE_CONTINUITY_VIA_EMAIL": "Enable conversation continuity via email",
"ENABLE_CONTINUITY_VIA_EMAIL_SUB_TEXT": "Conversations will continue over email if the contact email address is available.",
"LOCK_TO_SINGLE_CONVERSATION": "Lock to single conversation",
"LOCK_TO_SINGLE_CONVERSATION_SUB_TEXT": "Enable or disable multiple conversations for the same contact in this inbox",
"LOCK_TO_SINGLE_CONVERSATION": "Conversation Routing",
"LOCK_TO_SINGLE_CONVERSATION_SUB_TEXT": "Configure conversation creation for existing contacts",
"INBOX_UPDATE_TITLE": "Inbox Settings",
"INBOX_UPDATE_SUB_TEXT": "Update your inbox settings",
"AUTO_ASSIGNMENT_SUB_TEXT": "Enable or disable the automatic assignment of new conversations to the agents added to this inbox.",

View File

@@ -4,7 +4,7 @@ import { useI18n } from 'vue-i18n';
import { useRoute } from 'vue-router';
import { useMapGetter } from 'dashboard/composables/store';
import BaseInfo from 'dashboard/components-next/AssignmentPolicy/components/BaseInfo.vue';
import RadioCard from 'dashboard/components-next/AssignmentPolicy/components/RadioCard.vue';
import RadioCard from 'dashboard/components-next/radioCard/RadioCard.vue';
import FairDistribution from 'dashboard/components-next/AssignmentPolicy/components/FairDistribution.vue';
import DataTable from 'dashboard/components-next/AssignmentPolicy/components/DataTable.vue';
import AddDataDropdown from 'dashboard/components-next/AssignmentPolicy/components/AddDataDropdown.vue';

View File

@@ -27,6 +27,7 @@ import BotConfiguration from './components/BotConfiguration.vue';
import AccountHealth from './components/AccountHealth.vue';
import { FEATURE_FLAGS } from '../../../../featureFlags';
import SenderNameExamplePreview from './components/SenderNameExamplePreview.vue';
import LockToSingleConversationPreview from './components/LockToSingleConversationPreview.vue';
import NextButton from 'dashboard/components-next/button/Button.vue';
import SpinnerLoader from 'dashboard/components-next/spinner/Spinner.vue';
import { INBOX_TYPES } from 'dashboard/helper/inbox';
@@ -53,6 +54,7 @@ export default {
SettingsAccordion,
WeeklyAvailability,
SenderNameExamplePreview,
LockToSingleConversationPreview,
MicrosoftReauthorize,
GoogleReauthorize,
NextButton,
@@ -246,6 +248,9 @@ export default {
this.isAWhatsAppChannel ||
this.isAFacebookInbox ||
this.isAPIInbox ||
this.isAnInstagramChannel ||
this.isALineChannel ||
this.isATiktokChannel ||
this.isATelegramChannel
);
},
@@ -536,6 +541,9 @@ export default {
hideBusinessNameInput() {
this.showBusinessNameInput = false;
},
toggleLockToSingleConversation(value) {
this.locktoSingleConversation = value;
},
},
validations: {
webhookUrl: {
@@ -731,6 +739,21 @@ export default {
/>
</SettingsFieldSection>
<SettingsFieldSection
v-if="canLocktoSingleConversation"
:label="
$t('INBOX_MGMT.SETTINGS_POPUP.LOCK_TO_SINGLE_CONVERSATION')
"
class="[&>div>div]:justify-end [&>div>div]:flex lg:[&>div:first-child]:h-12 [&>div:first-child]:h-16"
>
<template #extra>
<LockToSingleConversationPreview
:lock-to-single-conversation="locktoSingleConversation"
@update="toggleLockToSingleConversation"
/>
</template>
</SettingsFieldSection>
<SettingsFieldSection
v-if="isAWebWidgetInbox || isAnEmailChannel"
:label="$t('INBOX_MGMT.EDIT.SENDER_NAME_SECTION.TITLE')"
@@ -1074,19 +1097,6 @@ export default {
)
"
/>
<SettingsToggleSection
v-if="canLocktoSingleConversation"
v-model="locktoSingleConversation"
:header="
$t('INBOX_MGMT.SETTINGS_POPUP.LOCK_TO_SINGLE_CONVERSATION')
"
:description="
$t(
'INBOX_MGMT.SETTINGS_POPUP.LOCK_TO_SINGLE_CONVERSATION_SUB_TEXT'
)
"
/>
</SettingsAccordion>
<div class="w-full flex justify-end items-center py-4 mt-2">

View File

@@ -0,0 +1,40 @@
<script setup>
import RadioCard from 'dashboard/components-next/radioCard/RadioCard.vue';
defineProps({
lockToSingleConversation: {
type: Boolean,
default: false,
},
});
defineEmits(['update']);
</script>
<template>
<div
class="flex flex-col sm:flex-row md:flex-col xl:flex-row items-start gap-4 mt-3 min-w-0"
>
<RadioCard
id="disabled"
:label="$t('INBOX_MGMT.EDIT.LOCK_TO_SINGLE_CONVERSATION.DISABLED')"
:description="
$t('INBOX_MGMT.EDIT.LOCK_TO_SINGLE_CONVERSATION.DISABLED_DESCRIPTION')
"
:is-active="!lockToSingleConversation"
class="flex-1"
@select="$emit('update', false)"
/>
<RadioCard
id="enabled"
:label="$t('INBOX_MGMT.EDIT.LOCK_TO_SINGLE_CONVERSATION.ENABLED')"
:description="
$t('INBOX_MGMT.EDIT.LOCK_TO_SINGLE_CONVERSATION.ENABLED_DESCRIPTION')
"
:is-active="lockToSingleConversation"
class="flex-1"
@select="$emit('update', true)"
/>
</div>
</template>

View File

@@ -2,7 +2,7 @@
import { computed } from 'vue';
import { useI18n } from 'vue-i18n';
import Avatar from 'next/avatar/Avatar.vue';
import RadioCard from 'dashboard/components-next/AssignmentPolicy/components/RadioCard.vue';
import RadioCard from 'dashboard/components-next/radioCard/RadioCard.vue';
const props = defineProps({
senderNameType: {

View File

@@ -145,7 +145,12 @@ class Line::IncomingMessageService
end
def set_conversation
@conversation = @contact_inbox.conversations.first
# if lock to single conversation is disabled, we will create a new conversation if previous conversation is resolved
@conversation = if @inbox.lock_to_single_conversation
@contact_inbox.conversations.last
else
@contact_inbox.conversations.where.not(status: :resolved).last
end
return if @conversation
@conversation = ::Conversation.create!(conversation_params)

View File

@@ -23,7 +23,12 @@ class Tiktok::MessageService
end
def conversation
@conversation ||= contact_inbox.conversations.first || create_conversation(channel, contact_inbox, tt_conversation_id)
@conversation ||= if channel.inbox.lock_to_single_conversation
contact_inbox.conversations.order(created_at: :desc).first
else
contact_inbox.conversations.where.not(status: :resolved).order(created_at: :desc).first
end
@conversation ||= create_conversation(channel, contact_inbox, tt_conversation_id)
end
def create_message

View File

@@ -27,7 +27,15 @@ module Tiktok::MessagingHelpers
end
def find_conversation(channel, tt_conversation_id)
channel.inbox.contact_inboxes.find_by(source_id: tt_conversation_id)&.conversations&.first
contact_inbox = channel.inbox.contact_inboxes.find_by(source_id: tt_conversation_id)
return if contact_inbox.blank?
if channel.inbox.lock_to_single_conversation
contact_inbox.conversations.order(created_at: :desc).first
else
contact_inbox.conversations.where.not(status: :resolved).order(created_at: :desc).first ||
contact_inbox.conversations.order(created_at: :desc).first
end
end
def create_conversation(channel, contact_inbox, tt_conversation_id)

View File

@@ -32,23 +32,25 @@ RSpec.describe 'TikTok Authorization API', type: :request do
end
it 'creates a new authorization and returns the redirect url' do
with_modified_env TIKTOK_APP_ID: 'tiktok-app-id', TIKTOK_APP_SECRET: 'tiktok-app-secret' do
post "/api/v1/accounts/#{account.id}/tiktok/authorization",
headers: administrator.create_new_auth_token,
as: :json
travel_to Time.zone.parse('2025-01-01 00:00:00 UTC') do
with_modified_env TIKTOK_APP_ID: 'tiktok-app-id', TIKTOK_APP_SECRET: 'tiktok-app-secret' do
post "/api/v1/accounts/#{account.id}/tiktok/authorization",
headers: administrator.create_new_auth_token,
as: :json
end
expect(response).to have_http_status(:success)
expect(response.parsed_body['success']).to be true
helper = Class.new do
include Tiktok::IntegrationHelper
end.new
expected_state = helper.generate_tiktok_token(account.id)
expected_url = Tiktok::AuthClient.authorize_url(state: expected_state)
expect(response.parsed_body['url']).to eq(expected_url)
end
expect(response).to have_http_status(:success)
expect(response.parsed_body['success']).to be true
helper = Class.new do
include Tiktok::IntegrationHelper
end.new
expected_state = helper.generate_tiktok_token(account.id)
expected_url = Tiktok::AuthClient.authorize_url(state: expected_state)
expect(response.parsed_body['url']).to eq(expected_url)
end
end
end

View File

@@ -405,5 +405,111 @@ describe Line::IncomingMessageService do
expect(line_channel.inbox.messages.first.attachments.first.file.blob.filename.to_s).to eq('contacts.csv')
end
end
context 'when lock_to_single_conversation is false' do
before do
line_channel.inbox.update(lock_to_single_conversation: false)
end
it 'creates a new conversation when all previous conversations are resolved' do
line_bot = double
line_user_profile = double
allow(Line::Bot::Client).to receive(:new).and_return(line_bot)
allow(line_bot).to receive(:get_profile).and_return(line_user_profile)
allow(line_user_profile).to receive(:body).and_return(
{
'displayName': 'LINE Test',
'userId': 'U4af4980629',
'pictureUrl': 'https://test.com'
}.to_json
)
# Create a contact and a resolved conversation
described_class.new(inbox: line_channel.inbox, params: params).perform
# Mark the conversation as resolved
conversation = line_channel.inbox.conversations.last
conversation.update(status: :resolved)
# Send a new message
new_params = params.deep_dup
new_params[:events][0][:message][:id] = '325709'
new_params[:events][0][:message][:text] = 'Second message'
described_class.new(inbox: line_channel.inbox, params: new_params).perform
# Should create a new conversation
expect(line_channel.inbox.conversations.count).to eq(2)
expect(line_channel.inbox.conversations.last.messages.first.content).to eq('Second message')
end
it 'uses the existing conversation when there is an unresolved conversation' do
line_bot = double
line_user_profile = double
allow(Line::Bot::Client).to receive(:new).and_return(line_bot)
allow(line_bot).to receive(:get_profile).and_return(line_user_profile)
allow(line_user_profile).to receive(:body).and_return(
{
'displayName': 'LINE Test',
'userId': 'U4af4980629',
'pictureUrl': 'https://test.com'
}.to_json
)
# Create a contact and an unresolved conversation
described_class.new(inbox: line_channel.inbox, params: params).perform
# Send a new message
new_params = params.deep_dup
new_params[:events][0][:message][:id] = '325709'
new_params[:events][0][:message][:text] = 'Second message'
described_class.new(inbox: line_channel.inbox, params: new_params).perform
# Should use the same conversation
expect(line_channel.inbox.conversations.count).to eq(1)
expect(line_channel.inbox.conversations.last.messages.count).to eq(2)
expect(line_channel.inbox.conversations.last.messages.last.content).to eq('Second message')
end
end
context 'when lock_to_single_conversation is true' do
before do
line_channel.inbox.update(lock_to_single_conversation: true)
end
it 'uses the existing conversation even when it is resolved' do
line_bot = double
line_user_profile = double
allow(Line::Bot::Client).to receive(:new).and_return(line_bot)
allow(line_bot).to receive(:get_profile).and_return(line_user_profile)
allow(line_user_profile).to receive(:body).and_return(
{
'displayName': 'LINE Test',
'userId': 'U4af4980629',
'pictureUrl': 'https://test.com'
}.to_json
)
# Create a contact and a resolved conversation
described_class.new(inbox: line_channel.inbox, params: params).perform
# Mark the conversation as resolved
conversation = line_channel.inbox.conversations.last
conversation.update(status: :resolved)
# Send a new message
new_params = params.deep_dup
new_params[:events][0][:message][:id] = '325709'
new_params[:events][0][:message][:text] = 'Second message'
described_class.new(inbox: line_channel.inbox, params: new_params).perform
# Should use the same conversation
expect(line_channel.inbox.conversations.count).to eq(1)
expect(line_channel.inbox.conversations.last.messages.count).to eq(2)
expect(line_channel.inbox.conversations.last.messages.last.content).to eq('Second message')
end
end
end
end

View File

@@ -410,6 +410,94 @@ describe Telegram::IncomingMessageService do
expect(telegram_channel.inbox.messages.first.attachments.first.file_type).to eq('contact')
end
end
context 'when lock_to_single_conversation is false' do
before do
telegram_channel.inbox.update(lock_to_single_conversation: false)
end
it 'creates a new conversation when all previous conversations are resolved' do
# Create a contact and a resolved conversation
params = {
'update_id' => 2_342_342_343_242,
'message' => { 'text' => 'first message' }.merge(message_params)
}.with_indifferent_access
described_class.new(inbox: telegram_channel.inbox, params: params).perform
# Mark the conversation as resolved
conversation = telegram_channel.inbox.conversations.last
conversation.update(status: :resolved)
# Send a new message
new_params = {
'update_id' => 2_342_342_343_243,
'message' => { 'text' => 'second message' }.merge(message_params)
}.with_indifferent_access
described_class.new(inbox: telegram_channel.inbox, params: new_params).perform
# Should create a new conversation
expect(telegram_channel.inbox.conversations.count).to eq(2)
expect(telegram_channel.inbox.conversations.last.messages.first.content).to eq('second message')
end
it 'uses the existing conversation when there is an unresolved conversation' do
# Create a contact and an unresolved conversation
params = {
'update_id' => 2_342_342_343_242,
'message' => { 'text' => 'first message' }.merge(message_params)
}.with_indifferent_access
described_class.new(inbox: telegram_channel.inbox, params: params).perform
# Send a new message
new_params = {
'update_id' => 2_342_342_343_243,
'message' => { 'text' => 'second message' }.merge(message_params)
}.with_indifferent_access
described_class.new(inbox: telegram_channel.inbox, params: new_params).perform
# Should use the same conversation
expect(telegram_channel.inbox.conversations.count).to eq(1)
expect(telegram_channel.inbox.conversations.last.messages.count).to eq(2)
expect(telegram_channel.inbox.conversations.last.messages.last.content).to eq('second message')
end
end
context 'when lock_to_single_conversation is true' do
before do
telegram_channel.inbox.update(lock_to_single_conversation: true)
end
it 'uses the existing conversation even when it is resolved' do
# Create a contact and a resolved conversation
params = {
'update_id' => 2_342_342_343_242,
'message' => { 'text' => 'first message' }.merge(message_params)
}.with_indifferent_access
described_class.new(inbox: telegram_channel.inbox, params: params).perform
# Mark the conversation as resolved
conversation = telegram_channel.inbox.conversations.last
conversation.update(status: :resolved)
# Send a new message
new_params = {
'update_id' => 2_342_342_343_243,
'message' => { 'text' => 'second message' }.merge(message_params)
}.with_indifferent_access
described_class.new(inbox: telegram_channel.inbox, params: new_params).perform
# Should use the same conversation
expect(telegram_channel.inbox.conversations.count).to eq(1)
expect(telegram_channel.inbox.conversations.last.messages.count).to eq(2)
expect(telegram_channel.inbox.conversations.last.messages.last.content).to eq('second message')
end
end
end
context 'when lock to single conversation is enabled' do

View File

@@ -6,8 +6,29 @@ RSpec.describe Tiktok::MessageService do
let(:inbox) { channel.inbox }
let(:contact) { create(:contact, account: account) }
let(:contact_inbox) { create(:contact_inbox, inbox: inbox, contact: contact, source_id: 'tt-conv-1') }
let(:text_content) do
{
type: 'text',
message_id: 'tt-msg-lock',
timestamp: 1_700_000_000_000,
conversation_id: 'tt-conv-1',
text: { body: 'Hello from TikTok' },
from: 'Alice',
from_user: { id: 'user-1' },
to: 'Biz',
to_user: { id: 'biz-123' }
}.deep_symbolize_keys
end
describe '#perform' do
subject(:perform_text_message) do
service = described_class.new(channel: channel, content: current_content)
allow(service).to receive(:create_contact_inbox).and_return(contact_inbox)
service.perform
end
let(:current_content) { text_content }
it 'creates an incoming text message' do
content = {
type: 'text',
@@ -113,5 +134,31 @@ RSpec.describe Tiktok::MessageService do
ensure
tempfile.close!
end
context 'when lock_to_single_conversation is enabled' do
it 'reuses the last resolved conversation' do
inbox.update!(lock_to_single_conversation: true)
resolved_conversation = create(:conversation, inbox: inbox, contact: contact, contact_inbox: contact_inbox, status: :resolved)
perform_text_message
expect(inbox.conversations.count).to eq(1)
expect(resolved_conversation.reload.messages.last.content).to eq('Hello from TikTok')
end
end
context 'when lock_to_single_conversation is disabled' do
let(:current_content) { text_content.merge(message_id: 'tt-msg-lock-2') }
it 'creates a new conversation if the previous one is resolved' do
inbox.update!(lock_to_single_conversation: false)
create(:conversation, inbox: inbox, contact: contact, contact_inbox: contact_inbox, status: :resolved)
perform_text_message
expect(inbox.conversations.count).to eq(2)
expect(inbox.conversations.last.messages.last.content).to eq('Hello from TikTok')
end
end
end
end

View File

@@ -31,5 +31,31 @@ RSpec.describe Tiktok::ReadStatusService do
expect(Conversations::UpdateMessageStatusJob).to have_received(:perform_later).with(conversation.id, kind_of(Time))
end
it 'updates the latest active conversation when lock_to_single_conversation is disabled' do
allow(Conversations::UpdateMessageStatusJob).to receive(:perform_later)
inbox.update!(lock_to_single_conversation: false)
conversation.update!(status: :resolved)
active_conversation = create(
:conversation,
account: account,
inbox: inbox,
contact: contact,
contact_inbox: contact_inbox,
status: :open,
additional_attributes: { conversation_id: 'tt-conv-1' }
)
content = {
conversation_id: 'tt-conv-1',
read: { last_read_timestamp: 1_700_000_000_000 },
from_user: { id: 'user-1' }
}.deep_symbolize_keys
described_class.new(channel: channel, content: content).perform
expect(Conversations::UpdateMessageStatusJob).to have_received(:perform_later).with(active_conversation.id, kind_of(Time))
end
end
end