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:
@@ -1,6 +1,6 @@
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<script setup>
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import { ref } from 'vue';
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import RadioCard from '../RadioCard.vue';
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import RadioCard from './RadioCard.vue';
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const selectedOption = ref('round_robin');
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@@ -592,8 +592,10 @@
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"DISABLED": "Disabled"
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},
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"LOCK_TO_SINGLE_CONVERSATION": {
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"ENABLED": "Enabled",
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"DISABLED": "Disabled"
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"ENABLED": "Reopen same conversation",
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"DISABLED": "Create new conversations",
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"ENABLED_DESCRIPTION": "When a contact messages again, the previous conversation will be reopened.",
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"DISABLED_DESCRIPTION": "A new conversation will be created each time after the previous one is resolved."
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},
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"ENABLE_HMAC": {
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"LABEL": "Enable"
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@@ -713,8 +715,8 @@
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"SENDER_NAME_SECTION_TEXT": "Enable/Disable showing Agent's name in email, if disabled it will show business name",
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"ENABLE_CONTINUITY_VIA_EMAIL": "Enable conversation continuity via email",
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"ENABLE_CONTINUITY_VIA_EMAIL_SUB_TEXT": "Conversations will continue over email if the contact email address is available.",
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"LOCK_TO_SINGLE_CONVERSATION": "Lock to single conversation",
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"LOCK_TO_SINGLE_CONVERSATION_SUB_TEXT": "Enable or disable multiple conversations for the same contact in this inbox",
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"LOCK_TO_SINGLE_CONVERSATION": "Conversation Routing",
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"LOCK_TO_SINGLE_CONVERSATION_SUB_TEXT": "Configure conversation creation for existing contacts",
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"INBOX_UPDATE_TITLE": "Inbox Settings",
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"INBOX_UPDATE_SUB_TEXT": "Update your inbox settings",
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"AUTO_ASSIGNMENT_SUB_TEXT": "Enable or disable the automatic assignment of new conversations to the agents added to this inbox.",
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@@ -4,7 +4,7 @@ import { useI18n } from 'vue-i18n';
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import { useRoute } from 'vue-router';
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import { useMapGetter } from 'dashboard/composables/store';
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import BaseInfo from 'dashboard/components-next/AssignmentPolicy/components/BaseInfo.vue';
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import RadioCard from 'dashboard/components-next/AssignmentPolicy/components/RadioCard.vue';
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import RadioCard from 'dashboard/components-next/radioCard/RadioCard.vue';
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import FairDistribution from 'dashboard/components-next/AssignmentPolicy/components/FairDistribution.vue';
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import DataTable from 'dashboard/components-next/AssignmentPolicy/components/DataTable.vue';
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import AddDataDropdown from 'dashboard/components-next/AssignmentPolicy/components/AddDataDropdown.vue';
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@@ -27,6 +27,7 @@ import BotConfiguration from './components/BotConfiguration.vue';
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import AccountHealth from './components/AccountHealth.vue';
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import { FEATURE_FLAGS } from '../../../../featureFlags';
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import SenderNameExamplePreview from './components/SenderNameExamplePreview.vue';
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import LockToSingleConversationPreview from './components/LockToSingleConversationPreview.vue';
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import NextButton from 'dashboard/components-next/button/Button.vue';
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import SpinnerLoader from 'dashboard/components-next/spinner/Spinner.vue';
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import { INBOX_TYPES } from 'dashboard/helper/inbox';
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@@ -53,6 +54,7 @@ export default {
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SettingsAccordion,
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WeeklyAvailability,
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SenderNameExamplePreview,
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LockToSingleConversationPreview,
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MicrosoftReauthorize,
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GoogleReauthorize,
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NextButton,
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@@ -246,6 +248,9 @@ export default {
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this.isAWhatsAppChannel ||
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this.isAFacebookInbox ||
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this.isAPIInbox ||
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this.isAnInstagramChannel ||
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this.isALineChannel ||
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this.isATiktokChannel ||
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this.isATelegramChannel
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);
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},
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@@ -536,6 +541,9 @@ export default {
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hideBusinessNameInput() {
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this.showBusinessNameInput = false;
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},
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toggleLockToSingleConversation(value) {
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this.locktoSingleConversation = value;
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},
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},
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validations: {
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webhookUrl: {
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@@ -731,6 +739,21 @@ export default {
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/>
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</SettingsFieldSection>
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<SettingsFieldSection
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v-if="canLocktoSingleConversation"
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:label="
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$t('INBOX_MGMT.SETTINGS_POPUP.LOCK_TO_SINGLE_CONVERSATION')
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"
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class="[&>div>div]:justify-end [&>div>div]:flex lg:[&>div:first-child]:h-12 [&>div:first-child]:h-16"
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>
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<template #extra>
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<LockToSingleConversationPreview
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:lock-to-single-conversation="locktoSingleConversation"
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@update="toggleLockToSingleConversation"
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/>
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</template>
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</SettingsFieldSection>
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<SettingsFieldSection
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v-if="isAWebWidgetInbox || isAnEmailChannel"
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:label="$t('INBOX_MGMT.EDIT.SENDER_NAME_SECTION.TITLE')"
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@@ -1074,19 +1097,6 @@ export default {
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)
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"
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/>
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<SettingsToggleSection
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v-if="canLocktoSingleConversation"
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v-model="locktoSingleConversation"
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:header="
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$t('INBOX_MGMT.SETTINGS_POPUP.LOCK_TO_SINGLE_CONVERSATION')
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"
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:description="
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$t(
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'INBOX_MGMT.SETTINGS_POPUP.LOCK_TO_SINGLE_CONVERSATION_SUB_TEXT'
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)
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"
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/>
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</SettingsAccordion>
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<div class="w-full flex justify-end items-center py-4 mt-2">
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@@ -0,0 +1,40 @@
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<script setup>
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import RadioCard from 'dashboard/components-next/radioCard/RadioCard.vue';
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defineProps({
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lockToSingleConversation: {
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type: Boolean,
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default: false,
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},
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});
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defineEmits(['update']);
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</script>
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<template>
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<div
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class="flex flex-col sm:flex-row md:flex-col xl:flex-row items-start gap-4 mt-3 min-w-0"
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>
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<RadioCard
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id="disabled"
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:label="$t('INBOX_MGMT.EDIT.LOCK_TO_SINGLE_CONVERSATION.DISABLED')"
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:description="
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$t('INBOX_MGMT.EDIT.LOCK_TO_SINGLE_CONVERSATION.DISABLED_DESCRIPTION')
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"
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:is-active="!lockToSingleConversation"
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class="flex-1"
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@select="$emit('update', false)"
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/>
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<RadioCard
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id="enabled"
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:label="$t('INBOX_MGMT.EDIT.LOCK_TO_SINGLE_CONVERSATION.ENABLED')"
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:description="
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$t('INBOX_MGMT.EDIT.LOCK_TO_SINGLE_CONVERSATION.ENABLED_DESCRIPTION')
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"
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:is-active="lockToSingleConversation"
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class="flex-1"
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@select="$emit('update', true)"
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/>
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</div>
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</template>
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@@ -2,7 +2,7 @@
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import { computed } from 'vue';
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import { useI18n } from 'vue-i18n';
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import Avatar from 'next/avatar/Avatar.vue';
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import RadioCard from 'dashboard/components-next/AssignmentPolicy/components/RadioCard.vue';
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import RadioCard from 'dashboard/components-next/radioCard/RadioCard.vue';
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const props = defineProps({
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senderNameType: {
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@@ -145,7 +145,12 @@ class Line::IncomingMessageService
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end
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def set_conversation
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@conversation = @contact_inbox.conversations.first
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# if lock to single conversation is disabled, we will create a new conversation if previous conversation is resolved
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@conversation = if @inbox.lock_to_single_conversation
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@contact_inbox.conversations.last
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else
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@contact_inbox.conversations.where.not(status: :resolved).last
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end
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return if @conversation
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@conversation = ::Conversation.create!(conversation_params)
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@@ -23,7 +23,12 @@ class Tiktok::MessageService
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end
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def conversation
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@conversation ||= contact_inbox.conversations.first || create_conversation(channel, contact_inbox, tt_conversation_id)
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@conversation ||= if channel.inbox.lock_to_single_conversation
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contact_inbox.conversations.order(created_at: :desc).first
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else
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contact_inbox.conversations.where.not(status: :resolved).order(created_at: :desc).first
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end
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@conversation ||= create_conversation(channel, contact_inbox, tt_conversation_id)
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end
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def create_message
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@@ -27,7 +27,15 @@ module Tiktok::MessagingHelpers
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end
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def find_conversation(channel, tt_conversation_id)
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channel.inbox.contact_inboxes.find_by(source_id: tt_conversation_id)&.conversations&.first
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contact_inbox = channel.inbox.contact_inboxes.find_by(source_id: tt_conversation_id)
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return if contact_inbox.blank?
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if channel.inbox.lock_to_single_conversation
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contact_inbox.conversations.order(created_at: :desc).first
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else
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contact_inbox.conversations.where.not(status: :resolved).order(created_at: :desc).first ||
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contact_inbox.conversations.order(created_at: :desc).first
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end
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end
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def create_conversation(channel, contact_inbox, tt_conversation_id)
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@@ -32,23 +32,25 @@ RSpec.describe 'TikTok Authorization API', type: :request do
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end
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it 'creates a new authorization and returns the redirect url' do
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with_modified_env TIKTOK_APP_ID: 'tiktok-app-id', TIKTOK_APP_SECRET: 'tiktok-app-secret' do
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post "/api/v1/accounts/#{account.id}/tiktok/authorization",
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headers: administrator.create_new_auth_token,
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as: :json
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travel_to Time.zone.parse('2025-01-01 00:00:00 UTC') do
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with_modified_env TIKTOK_APP_ID: 'tiktok-app-id', TIKTOK_APP_SECRET: 'tiktok-app-secret' do
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post "/api/v1/accounts/#{account.id}/tiktok/authorization",
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headers: administrator.create_new_auth_token,
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as: :json
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end
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expect(response).to have_http_status(:success)
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expect(response.parsed_body['success']).to be true
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helper = Class.new do
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include Tiktok::IntegrationHelper
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end.new
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expected_state = helper.generate_tiktok_token(account.id)
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expected_url = Tiktok::AuthClient.authorize_url(state: expected_state)
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expect(response.parsed_body['url']).to eq(expected_url)
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end
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expect(response).to have_http_status(:success)
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expect(response.parsed_body['success']).to be true
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helper = Class.new do
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include Tiktok::IntegrationHelper
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end.new
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expected_state = helper.generate_tiktok_token(account.id)
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expected_url = Tiktok::AuthClient.authorize_url(state: expected_state)
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expect(response.parsed_body['url']).to eq(expected_url)
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end
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end
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end
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@@ -405,5 +405,111 @@ describe Line::IncomingMessageService do
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expect(line_channel.inbox.messages.first.attachments.first.file.blob.filename.to_s).to eq('contacts.csv')
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end
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end
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context 'when lock_to_single_conversation is false' do
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before do
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line_channel.inbox.update(lock_to_single_conversation: false)
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end
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it 'creates a new conversation when all previous conversations are resolved' do
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line_bot = double
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line_user_profile = double
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allow(Line::Bot::Client).to receive(:new).and_return(line_bot)
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allow(line_bot).to receive(:get_profile).and_return(line_user_profile)
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allow(line_user_profile).to receive(:body).and_return(
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{
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'displayName': 'LINE Test',
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'userId': 'U4af4980629',
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'pictureUrl': 'https://test.com'
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}.to_json
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)
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# Create a contact and a resolved conversation
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described_class.new(inbox: line_channel.inbox, params: params).perform
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# Mark the conversation as resolved
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conversation = line_channel.inbox.conversations.last
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conversation.update(status: :resolved)
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# Send a new message
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new_params = params.deep_dup
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new_params[:events][0][:message][:id] = '325709'
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new_params[:events][0][:message][:text] = 'Second message'
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described_class.new(inbox: line_channel.inbox, params: new_params).perform
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# Should create a new conversation
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expect(line_channel.inbox.conversations.count).to eq(2)
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expect(line_channel.inbox.conversations.last.messages.first.content).to eq('Second message')
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end
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it 'uses the existing conversation when there is an unresolved conversation' do
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line_bot = double
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line_user_profile = double
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allow(Line::Bot::Client).to receive(:new).and_return(line_bot)
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allow(line_bot).to receive(:get_profile).and_return(line_user_profile)
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allow(line_user_profile).to receive(:body).and_return(
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{
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'displayName': 'LINE Test',
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'userId': 'U4af4980629',
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'pictureUrl': 'https://test.com'
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}.to_json
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)
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# Create a contact and an unresolved conversation
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described_class.new(inbox: line_channel.inbox, params: params).perform
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# Send a new message
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new_params = params.deep_dup
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new_params[:events][0][:message][:id] = '325709'
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new_params[:events][0][:message][:text] = 'Second message'
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described_class.new(inbox: line_channel.inbox, params: new_params).perform
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# Should use the same conversation
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expect(line_channel.inbox.conversations.count).to eq(1)
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expect(line_channel.inbox.conversations.last.messages.count).to eq(2)
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expect(line_channel.inbox.conversations.last.messages.last.content).to eq('Second message')
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end
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end
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context 'when lock_to_single_conversation is true' do
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before do
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line_channel.inbox.update(lock_to_single_conversation: true)
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end
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it 'uses the existing conversation even when it is resolved' do
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line_bot = double
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line_user_profile = double
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allow(Line::Bot::Client).to receive(:new).and_return(line_bot)
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allow(line_bot).to receive(:get_profile).and_return(line_user_profile)
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allow(line_user_profile).to receive(:body).and_return(
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{
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'displayName': 'LINE Test',
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'userId': 'U4af4980629',
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'pictureUrl': 'https://test.com'
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}.to_json
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)
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# Create a contact and a resolved conversation
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described_class.new(inbox: line_channel.inbox, params: params).perform
|
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# Mark the conversation as resolved
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conversation = line_channel.inbox.conversations.last
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conversation.update(status: :resolved)
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# Send a new message
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new_params = params.deep_dup
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new_params[:events][0][:message][:id] = '325709'
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new_params[:events][0][:message][:text] = 'Second message'
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described_class.new(inbox: line_channel.inbox, params: new_params).perform
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# Should use the same conversation
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expect(line_channel.inbox.conversations.count).to eq(1)
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expect(line_channel.inbox.conversations.last.messages.count).to eq(2)
|
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expect(line_channel.inbox.conversations.last.messages.last.content).to eq('Second message')
|
||||
end
|
||||
end
|
||||
end
|
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end
|
||||
|
||||
@@ -410,6 +410,94 @@ describe Telegram::IncomingMessageService do
|
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expect(telegram_channel.inbox.messages.first.attachments.first.file_type).to eq('contact')
|
||||
end
|
||||
end
|
||||
|
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context 'when lock_to_single_conversation is false' do
|
||||
before do
|
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telegram_channel.inbox.update(lock_to_single_conversation: false)
|
||||
end
|
||||
|
||||
it 'creates a new conversation when all previous conversations are resolved' do
|
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# Create a contact and a resolved conversation
|
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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
|
||||
|
||||
@@ -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
|
||||
|
||||
@@ -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
|
||||
|
||||
Reference in New Issue
Block a user