CSAT scores are helpful, but on their own they rarely tell the full story. A drop in rating can come from delayed timelines, unclear expectations, or simple misunderstandings, even when the issue itself was handled correctly. Review Notes for CSAT let admins/report manager roles add internal-only context next to each CSAT response. This makes it easier to interpret scores properly and focus on patterns and root causes, not just numbers. <img width="2170" height="1680" alt="image" src="https://github.com/user-attachments/assets/56df7fab-d0a7-4a94-95b9-e4c459ad33d5" /> ### Why this matters * Capture the real context behind individual CSAT ratings * Clarify whether a low score points to a genuine service issue or a process gap * Spot recurring themes across conversations and teams * Make CSAT reviews more useful for leadership reviews and retrospectives ### How Review Notes work **View CSAT responses** Open the CSAT report to see overall metrics, rating distribution, and individual responses. **Add a Review Note** For any CSAT entry, managers can add a Review Note directly below the customer’s feedback. **Document internal insights** Use Review Notes to capture things like: * Why a score was lower or higher than expected * Patterns you are seeing across similar cases * Observations around communication, timelines, or customer expectations Review Notes are visible only to administrators and people with report access only. We may expand visibility to agents in the future based on feedback. However, customers never see them. Each note clearly shows who added it and when, making it easy to review context and changes over time.
204 lines
6.9 KiB
Ruby
204 lines
6.9 KiB
Ruby
# == Schema Information
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#
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# Table name: users
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#
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# id :integer not null, primary key
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# availability :integer default("online")
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# confirmation_sent_at :datetime
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# confirmation_token :string
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# confirmed_at :datetime
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# consumed_timestep :integer
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# current_sign_in_at :datetime
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# current_sign_in_ip :string
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# custom_attributes :jsonb
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# display_name :string
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# email :string
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# encrypted_password :string default(""), not null
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# last_sign_in_at :datetime
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# last_sign_in_ip :string
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# message_signature :text
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# name :string not null
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# otp_backup_codes :text
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# otp_required_for_login :boolean default(FALSE)
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# otp_secret :string
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# provider :string default("email"), not null
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# pubsub_token :string
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# remember_created_at :datetime
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# reset_password_sent_at :datetime
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# reset_password_token :string
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# sign_in_count :integer default(0), not null
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# tokens :json
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# type :string
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# ui_settings :jsonb
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# uid :string default(""), not null
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# unconfirmed_email :string
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# created_at :datetime not null
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# updated_at :datetime not null
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#
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# Indexes
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#
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# index_users_on_email (email)
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# index_users_on_otp_required_for_login (otp_required_for_login)
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# index_users_on_otp_secret (otp_secret) UNIQUE
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# index_users_on_pubsub_token (pubsub_token) UNIQUE
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# index_users_on_reset_password_token (reset_password_token) UNIQUE
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# index_users_on_uid_and_provider (uid,provider) UNIQUE
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#
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class User < ApplicationRecord
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include AccessTokenable
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include Avatarable
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# Include default devise modules.
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include DeviseTokenAuth::Concerns::User
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include Pubsubable
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include Rails.application.routes.url_helpers
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include Reportable
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include SsoAuthenticatable
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include UserAttributeHelpers
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devise :database_authenticatable,
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:registerable,
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:recoverable,
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:rememberable,
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:trackable,
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:validatable,
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:confirmable,
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:password_has_required_content,
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:two_factor_authenticatable,
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:omniauthable, omniauth_providers: [:google_oauth2, :saml]
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# TODO: remove in a future version once online status is moved to account users
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# remove the column availability from users
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enum availability: { online: 0, offline: 1, busy: 2 }
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# The validation below has been commented out as it does not
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# work because :validatable in devise overrides this.
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# validates_uniqueness_of :email, scope: :account_id
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validates :email, presence: true
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serialize :otp_backup_codes, type: Array
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# Encrypt sensitive MFA fields
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encrypts :otp_secret, deterministic: true
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encrypts :otp_backup_codes
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has_many :account_users, dependent: :destroy_async
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has_many :accounts, through: :account_users
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accepts_nested_attributes_for :account_users
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has_many :assigned_conversations, foreign_key: 'assignee_id', class_name: 'Conversation', dependent: :nullify, inverse_of: :assignee
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alias_attribute :conversations, :assigned_conversations
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has_many :csat_survey_responses, foreign_key: 'assigned_agent_id', dependent: :nullify, inverse_of: :assigned_agent
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has_many :reviewed_csat_survey_responses, foreign_key: 'review_notes_updated_by_id', class_name: 'CsatSurveyResponse',
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dependent: :nullify, inverse_of: :review_notes_updated_by
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has_many :conversation_participants, dependent: :destroy_async
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has_many :participating_conversations, through: :conversation_participants, source: :conversation
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has_many :inbox_members, dependent: :destroy_async
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has_many :inboxes, through: :inbox_members, source: :inbox
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has_many :messages, as: :sender, dependent: :nullify
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has_many :invitees, through: :account_users, class_name: 'User', foreign_key: 'inviter_id', source: :inviter, dependent: :nullify
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has_many :custom_filters, dependent: :destroy_async
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has_many :dashboard_apps, dependent: :nullify
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has_many :mentions, dependent: :destroy_async
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has_many :notes, dependent: :nullify
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has_many :notification_settings, dependent: :destroy_async
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has_many :notification_subscriptions, dependent: :destroy_async
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has_many :notifications, dependent: :destroy_async
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has_many :team_members, dependent: :destroy_async
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has_many :teams, through: :team_members
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has_many :articles, foreign_key: 'author_id', dependent: :nullify, inverse_of: :author
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# rubocop:disable Rails/HasManyOrHasOneDependent
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# we are handling this in `remove_macros` callback
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has_many :macros, foreign_key: 'created_by_id', inverse_of: :created_by
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# rubocop:enable Rails/HasManyOrHasOneDependent
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before_validation :set_password_and_uid, on: :create
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after_destroy :remove_macros
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scope :order_by_full_name, -> { order('lower(name) ASC') }
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before_validation do
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self.email = email.try(:downcase)
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end
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def send_devise_notification(notification, *)
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devise_mailer.with(account: Current.account).send(notification, self, *).deliver_later
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end
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def set_password_and_uid
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self.uid = email
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end
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def assigned_inboxes
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administrator? ? Current.account.inboxes : inboxes.where(account_id: Current.account.id)
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end
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def serializable_hash(options = nil)
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super(options).merge(confirmed: confirmed?)
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end
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def push_event_data
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{
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id: id,
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name: name,
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available_name: available_name,
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avatar_url: avatar_url,
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type: 'user',
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availability_status: availability_status,
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thumbnail: avatar_url
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}
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end
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def webhook_data
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{
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id: id,
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name: name,
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email: email,
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type: 'user'
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}
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end
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# https://github.com/lynndylanhurley/devise_token_auth/blob/6d7780ee0b9750687e7e2871b9a1c6368f2085a9/app/models/devise_token_auth/concerns/user.rb#L45
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# Since this method is overriden in devise_token_auth it breaks the email reconfirmation flow.
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def will_save_change_to_email?
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mutations_from_database.changed?('email')
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end
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def self.from_email(email)
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find_by(email: email&.downcase)
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end
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# 2FA/MFA Methods
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# Delegated to Mfa::ManagementService for better separation of concerns
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def mfa_service
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@mfa_service ||= Mfa::ManagementService.new(user: self)
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end
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delegate :two_factor_provisioning_uri, to: :mfa_service
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delegate :backup_codes_generated?, to: :mfa_service
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delegate :enable_two_factor!, to: :mfa_service
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delegate :disable_two_factor!, to: :mfa_service
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delegate :generate_backup_codes!, to: :mfa_service
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delegate :validate_backup_code!, to: :mfa_service
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def mfa_enabled?
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otp_required_for_login?
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end
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def mfa_feature_available?
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Chatwoot.mfa_enabled?
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end
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private
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def remove_macros
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macros.personal.destroy_all
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end
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end
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User.include_mod_with('Audit::User')
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User.include_mod_with('Concerns::User')
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