Files
leadchat/app/javascript/dashboard/constants/editor.js
Muhsin Keloth 3e5b2979eb feat: Add support for sending CSAT surveys via templates (Whatsapp Cloud) (#12787)
This PR enables sending CSAT surveys on WhatsApp using approved WhatsApp
message templates, ensuring survey delivery even after the 24-hour
session window.

The system now automatically creates, updates, and monitors WhatsApp
CSAT templates without manual intervention.

<img width="1664" height="1792" alt="approved"
src="https://github.com/user-attachments/assets/c6efd61e-1d01-4738-abb6-0afc0dace975"
/>

#### Why this change

Previously, WhatsApp CSAT messages failed outside the 24-hour customer
window.

With this update:

- CSAT surveys are delivered reliably using WhatsApp templates
- Template creation happens automatically in the background
- Users can modify survey content and recreate templates easily
- Clear UI states show template approval status

#### Screens & States

<details>
<summary>Default — No template configured yet</summary>
<img width="1662" height="1788" alt="default"
src="https://github.com/user-attachments/assets/ed26d71b-cf7c-4a26-a2af-da88772c847c"
/>
</details>
<details>
<summary>Pending — Template submitted, awaiting Meta approval</summary>
<img width="1658" height="1816" alt="pending"
src="https://github.com/user-attachments/assets/923b789b-d91b-4364-905d-e56a2b65331a"
/>
</details>
<details>
<summary>Approved — Survey will be sent when conversation
resolves</summary>
<img width="1664" height="1792" alt="approved"
src="https://github.com/user-attachments/assets/c6efd61e-1d01-4738-abb6-0afc0dace975"
/>
</details>
<details>
<summary>Rejected — Template rejected by Meta</summary>
<img width="1672" height="1776" alt="rejected"
src="https://github.com/user-attachments/assets/f69a9b0e-be27-4e67-a993-7b8149502c4f"
/>
</details>
<details>
<summary>Not Found — Template missing in Meta Platform</summary>
<img width="1660" height="1784" alt="not-exist"
src="https://github.com/user-attachments/assets/a2a4b4f7-b01a-4424-8fcb-3ed84256e057"
/>
</details>
<details>
<summary>Edit Template — Delete & recreate template on change</summary>
<img width="2342" height="1778" alt="edit-survey"
src="https://github.com/user-attachments/assets/0f999285-0341-4226-84e9-31f0c6446924"
/>
</details>

#### Test Cases


**1. First-time CSAT setup on WhatsApp inbox**

- Enable CSAT
- Enter message + button text
- Save
- Expected: Template created automatically, UI shows pending state

**2. CSAT toggle without changing text**

- Existing approved template
- Toggle CSAT OFF → ON (no text change)
- Expected: No confirmation alert, no template recreation

**3. Editing only survey rules**

- Modify labels or rule conditions only
- Expected: No confirmation alert, template remains unchanged

**4. Template text change**

- Change survey message or button text
- Save
- Expected:
    - Confirmation dialog shown
    - On confirm → previous template deleted, new one created
    - On cancel → revert to previous values

**5. Language change**

- Change template language (e.g., en → es)
- Expected: Confirmation dialog + new template on confirm

 **6. Sending survey**

- Template approved → always send template
- Template pending → send free-form within 24 hours only
- Template rejected/missing → fallback to free-form (if within window)
- Outside 24 hours & no approved template → activity log only

**7. Non-WhatsApp inbox**

- Enable CSAT for email/web inbox
- Expected: No template logic triggered


Fixes
https://linear.app/chatwoot/issue/CW-6188/support-for-sending-csat-surveys-via-approved-whatsapp

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Vinay Keerthi <11478411+stonecharioteer@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
2026-01-06 11:46:00 +04:00

264 lines
6.1 KiB
JavaScript

// Formatting rules for different contexts (channels and special contexts)
// marks: inline formatting (strong, em, code, link, strike)
// nodes: block structures (bulletList, orderedList, codeBlock, blockquote)
export const FORMATTING = {
// Channel formatting
'Channel::Email': {
marks: ['strong', 'em', 'code', 'link'],
nodes: ['bulletList', 'orderedList', 'codeBlock', 'blockquote', 'image'],
menu: [
'strong',
'em',
'code',
'link',
'bulletList',
'orderedList',
'undo',
'redo',
],
},
'Channel::WebWidget': {
marks: ['strong', 'em', 'code', 'link', 'strike'],
nodes: ['bulletList', 'orderedList', 'codeBlock', 'blockquote', 'image'],
menu: [
'strong',
'em',
'code',
'link',
'strike',
'bulletList',
'orderedList',
'undo',
'redo',
],
},
'Channel::Api': {
marks: ['strong', 'em'],
nodes: [],
menu: ['strong', 'em', 'undo', 'redo'],
},
'Channel::FacebookPage': {
marks: ['strong', 'em', 'code', 'strike'],
nodes: ['bulletList', 'orderedList', 'codeBlock'],
menu: [
'strong',
'em',
'code',
'strike',
'bulletList',
'orderedList',
'undo',
'redo',
],
},
'Channel::TwitterProfile': {
marks: [],
nodes: [],
menu: [],
},
'Channel::TwilioSms': {
marks: [],
nodes: [],
menu: [],
},
'Channel::Sms': {
marks: [],
nodes: [],
menu: [],
},
'Channel::Whatsapp': {
marks: ['strong', 'em', 'code', 'strike'],
nodes: ['bulletList', 'orderedList', 'codeBlock'],
menu: [
'strong',
'em',
'code',
'strike',
'bulletList',
'orderedList',
'undo',
'redo',
],
},
'Channel::Line': {
marks: ['strong', 'em', 'code', 'strike'],
nodes: ['codeBlock'],
menu: ['strong', 'em', 'code', 'strike', 'undo', 'redo'],
},
'Channel::Telegram': {
marks: ['strong', 'em', 'link', 'code'],
nodes: [],
menu: ['strong', 'em', 'link', 'code', 'undo', 'redo'],
},
'Channel::Instagram': {
marks: ['strong', 'em', 'code', 'strike'],
nodes: ['bulletList', 'orderedList'],
menu: [
'strong',
'em',
'code',
'bulletList',
'orderedList',
'strike',
'undo',
'redo',
],
},
'Channel::Voice': {
marks: [],
nodes: [],
menu: [],
},
'Channel::Tiktok': {
marks: [],
nodes: [],
menu: [],
},
// Special contexts (not actual channels)
'Context::Default': {
marks: ['strong', 'em', 'code', 'link', 'strike'],
nodes: ['bulletList', 'orderedList', 'codeBlock', 'blockquote'],
menu: [
'strong',
'em',
'code',
'link',
'strike',
'bulletList',
'orderedList',
'undo',
'redo',
],
},
'Context::MessageSignature': {
marks: ['strong', 'em', 'link'],
nodes: ['image'],
menu: ['strong', 'em', 'link', 'undo', 'redo', 'imageUpload'],
},
'Context::InboxSettings': {
marks: ['strong', 'em', 'link'],
nodes: [],
menu: ['strong', 'em', 'link', 'undo', 'redo'],
},
'Context::Plain': {
marks: [],
nodes: [],
menu: [],
},
};
// Editor menu options for Full Editor
export const ARTICLE_EDITOR_MENU_OPTIONS = [
'strong',
'em',
'link',
'undo',
'redo',
'bulletList',
'orderedList',
'h1',
'h2',
'h3',
'imageUpload',
'code',
];
/**
* Markdown formatting patterns for stripping unsupported formatting.
*
* Maps camelCase type names to ProseMirror snake_case schema names.
* Order matters: codeBlock before code to avoid partial matches.
*/
export const MARKDOWN_PATTERNS = [
// --- BLOCK NODES ---
{
type: 'codeBlock', // PM: code_block, eg: ```js\ncode\n```
patterns: [
{ pattern: /`{3}(?:\w+)?\n?([\s\S]*?)`{3}/g, replacement: '$1' },
],
},
{
type: 'blockquote', // PM: blockquote, eg: > quote
patterns: [{ pattern: /^> ?/gm, replacement: '' }],
},
{
type: 'bulletList', // PM: bullet_list, eg: - item
patterns: [{ pattern: /^[\t ]*[-*+]\s+/gm, replacement: '' }],
},
{
type: 'orderedList', // PM: ordered_list, eg: 1. item
patterns: [{ pattern: /^[\t ]*\d+\.\s+/gm, replacement: '' }],
},
{
type: 'heading', // PM: heading, eg: ## Heading
patterns: [{ pattern: /^#{1,6}\s+/gm, replacement: '' }],
},
{
type: 'horizontalRule', // PM: horizontal_rule, eg: ---
patterns: [{ pattern: /^(?:---|___|\*\*\*)\s*$/gm, replacement: '' }],
},
{
type: 'image', // PM: image, eg: ![alt](url)
patterns: [{ pattern: /!\[([^\]]*)\]\([^)]+\)/g, replacement: '$1' }],
},
{
type: 'hardBreak', // PM: hard_break, eg: line\\\n or line \n
patterns: [
{ pattern: /\\\n/g, replacement: '\n' },
{ pattern: / {2,}\n/g, replacement: '\n' },
],
},
// --- INLINE MARKS ---
{
type: 'strong', // PM: strong, eg: **bold** or __bold__
patterns: [
{ pattern: /\*\*(.+?)\*\*/g, replacement: '$1' },
{ pattern: /__(.+?)__/g, replacement: '$1' },
],
},
{
type: 'em', // PM: em, eg: *italic* or _italic_
patterns: [
{ pattern: /(?<!\*)\*(?!\*)(.+?)(?<!\*)\*(?!\*)/g, replacement: '$1' },
// Match _text_ only at word boundaries (whitespace/string start/end)
// Preserves underscores in URLs (e.g., https://example.com/path_name) and variable names
{
pattern: /(?<=^|[\s])_([^_\s][^_]*[^_\s]|[^_\s])_(?=$|[\s])/g,
replacement: '$1',
},
],
},
{
type: 'strike', // PM: strike, eg: ~~strikethrough~~
patterns: [{ pattern: /~~(.+?)~~/g, replacement: '$1' }],
},
{
type: 'code', // PM: code, eg: `inline code`
patterns: [{ pattern: /`([^`]+)`/g, replacement: '$1' }],
},
{
type: 'link', // PM: link, eg: [text](url)
patterns: [{ pattern: /\[([^\]]+)\]\([^)]+\)/g, replacement: '$1' }],
},
];
// Editor image resize options for Message Editor
export const MESSAGE_EDITOR_IMAGE_RESIZES = [
{
name: 'Small',
height: '24px',
},
{
name: 'Medium',
height: '48px',
},
{
name: 'Large',
height: '72px',
},
{
name: 'Original Size',
height: 'auto',
},
];