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