Files
leadchat/app/javascript/dashboard/composables/chatlist/useBulkActions.js
Muhsin Keloth 04b2901e1f feat: Conversation workflows(EE) (#13040)
We are expanding Chatwoot’s automation capabilities by
introducing **Conversation Workflows**, a dedicated section in settings
where teams can configure rules that govern how conversations are closed
and what information agents must fill before resolving. This feature
helps teams enforce data consistency, collect structured resolution
information, and ensure downstream reporting is accurate.

Instead of having auto‑resolution buried inside Account Settings, we
introduced a new sidebar item:
- Auto‑resolve conversations (existing behaviour)
- Required attributes on resolution (new)

This groups all conversation‑closing logic into a single place.

#### Required Attributes on Resolve

Admins can now pick which custom conversation attributes must be filled
before an agent can resolve a conversation.

**How it works**

- Admin selects one or more attributes from the list of existing
conversation level custom attributes.
- These selected attributes become mandatory during resolution.
- List all the attributes configured via Required Attributes (Text,
Number, Link, Date, List, Checkbox)
- When an agent clicks Resolve Conversation:
If attributes already have values → the conversation resolves normally.
If attributes are missing → a modal appears prompting the agent to fill
them.

<img width="1554" height="1282" alt="CleanShot 2025-12-10 at 11 42
23@2x"
src="https://github.com/user-attachments/assets/4cd5d6e1-abe8-4999-accd-d4a08913b373"
/>


#### Custom Attributes Integration

On the Custom Attributes page, we will surfaced indicators showing how
each attribute is being used.

Each attribute will show badges such as:

- Resolution → used in the required‑on‑resolve workflow

- Pre‑chat form → already existing

<img width="2390" height="1822" alt="CleanShot 2025-12-10 at 11 43
42@2x"
src="https://github.com/user-attachments/assets/b92a6eb7-7f6c-40e6-bf23-6a5310f2d9c5"
/>


#### Admin Flow

- Navigate to Settings → Conversation Workflows.
- Under Required attributes on resolve, click Add Required Attribute.
- Pick from the dropdown list of conversation attributes.
- Save changes.

Agents will now be prompted automatically whenever they resolve.

<img width="2434" height="872" alt="CleanShot 2025-12-10 at 11 44 42@2x"
src="https://github.com/user-attachments/assets/632fc0e5-767c-4a1c-8cf4-ffe3d058d319"
/>



#### NOTES
- The Required Attributes on Resolve modal should only appear when
values are missing.
- Required attributes must block the resolution action until satisfied.
- Bulk‑resolve actions should follow the same rules — any conversation
missing attributes cannot be bulk‑resolved, rest will be resolved, show
a notification that the resolution cannot be done.
- API resolution does not respect the attributes.

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
2026-01-27 11:36:20 +04:00

196 lines
5.8 KiB
JavaScript

import { ref, unref } from 'vue';
import { useStore } from 'vuex';
import { useAlert } from 'dashboard/composables';
import { useI18n } from 'vue-i18n';
import { useMapGetter } from 'dashboard/composables/store.js';
import { useConversationRequiredAttributes } from 'dashboard/composables/useConversationRequiredAttributes';
import wootConstants from 'dashboard/constants/globals';
export function useBulkActions() {
const store = useStore();
const { t } = useI18n();
const { checkMissingAttributes } = useConversationRequiredAttributes();
const selectedConversations = useMapGetter(
'bulkActions/getSelectedConversationIds'
);
const selectedInboxes = ref([]);
function selectConversation(conversationId, inboxId) {
store.dispatch('bulkActions/setSelectedConversationIds', conversationId);
selectedInboxes.value = [...selectedInboxes.value, inboxId];
}
function deSelectConversation(conversationId, inboxId) {
store.dispatch('bulkActions/removeSelectedConversationIds', conversationId);
selectedInboxes.value = selectedInboxes.value.filter(
item => item !== inboxId
);
}
function resetBulkActions() {
store.dispatch('bulkActions/clearSelectedConversationIds');
selectedInboxes.value = [];
}
function selectAllConversations(check, conversationList) {
const availableConversations = unref(conversationList);
if (check) {
store.dispatch(
'bulkActions/setSelectedConversationIds',
availableConversations.map(item => item.id)
);
selectedInboxes.value = availableConversations.map(item => item.inbox_id);
} else {
resetBulkActions();
}
}
function isConversationSelected(id) {
return selectedConversations.value.includes(id);
}
// Same method used in context menu, conversationId being passed from there.
async function onAssignAgent(agent, conversationId = null) {
try {
await store.dispatch('bulkActions/process', {
type: 'Conversation',
ids: conversationId || selectedConversations.value,
fields: {
assignee_id: agent.id,
},
});
store.dispatch('bulkActions/clearSelectedConversationIds');
if (conversationId) {
useAlert(
t('CONVERSATION.CARD_CONTEXT_MENU.API.AGENT_ASSIGNMENT.SUCCESFUL', {
agentName: agent.name,
conversationId,
})
);
} else {
useAlert(t('BULK_ACTION.ASSIGN_SUCCESFUL'));
}
} catch (err) {
useAlert(t('BULK_ACTION.ASSIGN_FAILED'));
}
}
// Same method used in context menu, conversationId being passed from there.
async function onAssignLabels(newLabels, conversationId = null) {
try {
await store.dispatch('bulkActions/process', {
type: 'Conversation',
ids: conversationId || selectedConversations.value,
labels: {
add: newLabels,
},
});
store.dispatch('bulkActions/clearSelectedConversationIds');
if (conversationId) {
useAlert(
t('CONVERSATION.CARD_CONTEXT_MENU.API.LABEL_ASSIGNMENT.SUCCESFUL', {
labelName: newLabels[0],
conversationId,
})
);
} else {
useAlert(t('BULK_ACTION.LABELS.ASSIGN_SUCCESFUL'));
}
} catch (err) {
useAlert(t('BULK_ACTION.LABELS.ASSIGN_FAILED'));
}
}
async function onAssignTeamsForBulk(team) {
try {
await store.dispatch('bulkActions/process', {
type: 'Conversation',
ids: selectedConversations.value,
fields: {
team_id: team.id,
},
});
store.dispatch('bulkActions/clearSelectedConversationIds');
useAlert(t('BULK_ACTION.TEAMS.ASSIGN_SUCCESFUL'));
} catch (err) {
useAlert(t('BULK_ACTION.TEAMS.ASSIGN_FAILED'));
}
}
async function onUpdateConversations(status, snoozedUntil) {
let conversationIds = selectedConversations.value;
let skippedCount = 0;
// If resolving, check for required attributes
if (status === wootConstants.STATUS_TYPE.RESOLVED) {
const { validIds, skippedIds } = selectedConversations.value.reduce(
(acc, id) => {
const conversation = store.getters.getConversationById(id);
const currentCustomAttributes = conversation?.custom_attributes || {};
const { hasMissing } = checkMissingAttributes(
currentCustomAttributes
);
if (!hasMissing) {
acc.validIds.push(id);
} else {
acc.skippedIds.push(id);
}
return acc;
},
{ validIds: [], skippedIds: [] }
);
conversationIds = validIds;
skippedCount = skippedIds.length;
if (skippedCount > 0 && validIds.length === 0) {
// All conversations have missing attributes
useAlert(
t('BULK_ACTION.RESOLVE.ALL_MISSING_ATTRIBUTES') ||
'Cannot resolve conversations due to missing required attributes'
);
return;
}
}
try {
if (conversationIds.length > 0) {
await store.dispatch('bulkActions/process', {
type: 'Conversation',
ids: conversationIds,
fields: {
status,
},
snoozed_until: snoozedUntil,
});
}
store.dispatch('bulkActions/clearSelectedConversationIds');
if (skippedCount > 0) {
useAlert(t('BULK_ACTION.RESOLVE.PARTIAL_SUCCESS'));
} else {
useAlert(t('BULK_ACTION.UPDATE.UPDATE_SUCCESFUL'));
}
} catch (err) {
useAlert(t('BULK_ACTION.UPDATE.UPDATE_FAILED'));
}
}
return {
selectedConversations,
selectedInboxes,
selectConversation,
deSelectConversation,
selectAllConversations,
resetBulkActions,
isConversationSelected,
onAssignAgent,
onAssignLabels,
onAssignTeamsForBulk,
onUpdateConversations,
};
}