Files
leadchat/app/controllers/api/v1/accounts_controller.rb
Shivam Mishra e5107604a0 feat: account enrichment using context.dev [UPM-27] (#13978)
## Account branding enrichment during signup

This PR does the following

### Replace Firecrawl with Context.dev

Switches the enterprise brand lookup from Firecrawl to Context.dev for
better data quality, built-in caching, and automatic filtering of
free/disposable email providers. The service interface changes from URL
to email input to match Context.dev's email endpoint. OSS still falls
back to basic HTML scraping with a normalized output shape across both
paths.

The enterprise path intentionally does not fall back to HTML scraping on
failure — speed matters more than completeness. We want the user on the
editable onboarding form fast, and a slow fallback scrape is worse than
letting them fill it in.

Requires `CONTEXT_DEV_API_KEY` in Super Admin → App Config. Without it,
falls back to OSS HTML scraping.

### Add job to enrich account details

After account creation, `Account::BrandingEnrichmentJob` looks up the
signup email and pre-fills the account name, colors, logos, social
links, and industry into `custom_attributes['brand_info']`.

The job signals completion via a short-lived Redis key (30s TTL) + an
ActionCable broadcast (`account.enrichment_completed`). The Redis key
lets the frontend distinguish "still running" from "finished with no
results."
2026-04-08 11:16:52 +05:30

150 lines
5.4 KiB
Ruby

class Api::V1::AccountsController < Api::BaseController
include AuthHelper
include CacheKeysHelper
skip_before_action :authenticate_user!, :set_current_user, :handle_with_exception,
only: [:create], raise: false
before_action :check_signup_enabled, only: [:create]
before_action :ensure_account_name, only: [:create]
before_action :validate_captcha, only: [:create]
before_action :fetch_account, except: [:create]
before_action :check_authorization, except: [:create]
rescue_from CustomExceptions::Account::InvalidEmail,
CustomExceptions::Account::InvalidParams,
CustomExceptions::Account::UserExists,
CustomExceptions::Account::UserErrors,
with: :render_error_response
def show
@latest_chatwoot_version = ::Redis::Alfred.get(::Redis::Alfred::LATEST_CHATWOOT_VERSION)
render 'api/v1/accounts/show', format: :json
end
def create
@user, @account = AccountBuilder.new(
account_name: account_params[:account_name],
user_full_name: account_params[:user_full_name],
email: account_params[:email],
user_password: account_params[:password],
locale: account_params[:locale],
user: current_user
).perform
enqueue_branding_enrichment
if @user
# Authenticated users (dashboard "add account") and api_only signups
# need the full response with account_id. API-only deployments have no
# frontend to handle the email confirmation flow, so they need auth
# tokens to proceed.
# Unauthenticated web signup returns only the email — no session is
# created until the user confirms via the email link.
if current_user || api_only_signup?
send_auth_headers(@user)
render 'api/v1/accounts/create', format: :json, locals: { resource: @user }
else
render json: { email: @user.email }
end
else
render_error_response(CustomExceptions::Account::SignupFailed.new({}))
end
end
def cache_keys
expires_in 10.seconds, public: false, stale_while_revalidate: 5.minutes
render json: { cache_keys: cache_keys_for_account }, status: :ok
end
def update
@account.assign_attributes(account_params.slice(:name, :locale, :domain, :support_email))
@account.custom_attributes.merge!(custom_attributes_params)
@account.settings.merge!(settings_params)
@account.custom_attributes['onboarding_step'] = 'invite_team' if @account.custom_attributes['onboarding_step'] == 'account_update'
@account.save!
end
def update_active_at
@current_account_user.active_at = Time.now.utc
@current_account_user.save!
head :ok
end
private
def enqueue_branding_enrichment
return if account_params[:email].blank?
Account::BrandingEnrichmentJob.perform_later(@account.id, account_params[:email])
Redis::Alfred.set(format(Redis::Alfred::ACCOUNT_ONBOARDING_ENRICHMENT, account_id: @account.id), '1', ex: 30)
rescue StandardError => e
# Enrichment is optional — never let queue/Redis failures abort signup
ChatwootExceptionTracker.new(e).capture_exception
end
def ensure_account_name
# ensure that account_name and user_full_name is present
# this is becuase the account builder and the models validations are not triggered
# this change is to align the behaviour with the v2 accounts controller
# since these values are not required directly there
return if account_params[:account_name].present?
return if account_params[:user_full_name].present?
raise CustomExceptions::Account::InvalidParams.new({})
end
def cache_keys_for_account
{
label: fetch_value_for_key(params[:id], Label.name.underscore),
inbox: fetch_value_for_key(params[:id], Inbox.name.underscore),
team: fetch_value_for_key(params[:id], Team.name.underscore)
}
end
def fetch_account
@account = current_user.accounts.find(params[:id])
@current_account_user = @account.account_users.find_by(user_id: current_user.id)
end
def account_params
params.permit(:account_name, :email, :name, :password, :locale, :domain, :support_email, :user_full_name)
end
def custom_attributes_params
params.permit(:industry, :company_size, :timezone)
end
def settings_params
params.permit(*permitted_settings_attributes)
end
def permitted_settings_attributes
[:auto_resolve_after, :auto_resolve_message, :auto_resolve_ignore_waiting, :audio_transcriptions, :auto_resolve_label]
end
def check_signup_enabled
raise ActionController::RoutingError, 'Not Found' unless GlobalConfigService.account_signup_enabled?
end
def api_only_signup?
# CW_API_ONLY_SERVER is the canonical flag for API-only deployments.
# ENABLE_ACCOUNT_SIGNUP='api_only' is a legacy sentinel for the same purpose.
# Read ENABLE_ACCOUNT_SIGNUP raw from InstallationConfig because GlobalConfig.get
# typecasts it to boolean, coercing 'api_only' to true.
ActiveModel::Type::Boolean.new.cast(ENV.fetch('CW_API_ONLY_SERVER', false)) ||
InstallationConfig.find_by(name: 'ENABLE_ACCOUNT_SIGNUP')&.value.to_s == 'api_only'
end
def validate_captcha
raise ActionController::InvalidAuthenticityToken, 'Invalid Captcha' unless ChatwootCaptcha.new(params[:h_captcha_client_response]).valid?
end
def pundit_user
{
user: current_user,
account: @account,
account_user: @current_account_user
}
end
end
Api::V1::AccountsController.prepend_mod_with('Api::V1::AccountsSettings')