Files
leadchat/app/models/inbox.rb
Sivin Varghese d0611cb7f2 feat: Improve CSAT responses (#11485)
# Pull Request Template

## Description

This PR introduces basic customization options for the CSAT survey:

* **Display Type**: Option to use star ratings instead of emojis.
* **Message Text**: Customize the survey message (up to 200 characters).
* **Survey Rules**: Send surveys based on labels — trigger when a
conversation has or doesn't have a specific label.

Fixes
https://linear.app/chatwoot/document/improve-csat-responses-a61cf30e054e

## Type of change

- [x] New feature (non-breaking change which adds functionality)

## How Has This Been Tested?

### Loom videos

**Website Channel (Widget)**

https://www.loom.com/share/7f47836cde7940ae9d17b7997d060a18?sid=aad2ad0a-140a-4a09-8829-e01fa2e102c5

**Email Channel (Survey link)**

https://www.loom.com/share/e92f4c4c0f73417ba300a25885e093ce?sid=4bb006f0-1c2a-4352-a232-8bf684e3d757

## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules

---------

Co-authored-by: Pranav <pranavrajs@gmail.com>
2025-05-16 14:18:52 +05:30

209 lines
6.2 KiB
Ruby

# frozen_string_literal: true
# == Schema Information
#
# Table name: inboxes
#
# id :integer not null, primary key
# allow_messages_after_resolved :boolean default(TRUE)
# auto_assignment_config :jsonb
# business_name :string
# channel_type :string
# csat_config :jsonb not null
# csat_survey_enabled :boolean default(FALSE)
# email_address :string
# enable_auto_assignment :boolean default(TRUE)
# enable_email_collect :boolean default(TRUE)
# greeting_enabled :boolean default(FALSE)
# greeting_message :string
# lock_to_single_conversation :boolean default(FALSE), not null
# name :string not null
# out_of_office_message :string
# sender_name_type :integer default("friendly"), not null
# timezone :string default("UTC")
# working_hours_enabled :boolean default(FALSE)
# created_at :datetime not null
# updated_at :datetime not null
# account_id :integer not null
# channel_id :integer not null
# portal_id :bigint
#
# Indexes
#
# index_inboxes_on_account_id (account_id)
# index_inboxes_on_channel_id_and_channel_type (channel_id,channel_type)
# index_inboxes_on_portal_id (portal_id)
#
# Foreign Keys
#
# fk_rails_... (portal_id => portals.id)
#
class Inbox < ApplicationRecord
include Reportable
include Avatarable
include OutOfOffisable
include AccountCacheRevalidator
# Not allowing characters:
validates :name, presence: true
validates :name, if: :check_channel_type?, format: { with: %r{^^\b[^/\\<>@]*\b$}, multiline: true,
message: I18n.t('errors.inboxes.validations.name') }
validates :account_id, presence: true
validates :timezone, inclusion: { in: TZInfo::Timezone.all_identifiers }
validates :out_of_office_message, length: { maximum: Limits::OUT_OF_OFFICE_MESSAGE_MAX_LENGTH }
validates :greeting_message, length: { maximum: Limits::GREETING_MESSAGE_MAX_LENGTH }
validate :ensure_valid_max_assignment_limit
belongs_to :account
belongs_to :portal, optional: true
belongs_to :channel, polymorphic: true, dependent: :destroy
has_many :campaigns, dependent: :destroy_async
has_many :contact_inboxes, dependent: :destroy_async
has_many :contacts, through: :contact_inboxes
has_many :inbox_members, dependent: :destroy_async
has_many :members, through: :inbox_members, source: :user
has_many :conversations, dependent: :destroy_async
has_many :messages, dependent: :destroy_async
has_one :agent_bot_inbox, dependent: :destroy_async
has_one :agent_bot, through: :agent_bot_inbox
has_many :webhooks, dependent: :destroy_async
has_many :hooks, dependent: :destroy_async, class_name: 'Integrations::Hook'
enum sender_name_type: { friendly: 0, professional: 1 }
after_destroy :delete_round_robin_agents
after_create_commit :dispatch_create_event
after_update_commit :dispatch_update_event
scope :order_by_name, -> { order('lower(name) ASC') }
# Adds multiple members to the inbox
# @param user_ids [Array<Integer>] Array of user IDs to add as members
# @return [void]
def add_members(user_ids)
inbox_members.create!(user_ids.map { |user_id| { user_id: user_id } })
update_account_cache
end
# Removes multiple members from the inbox
# @param user_ids [Array<Integer>] Array of user IDs to remove
# @return [void]
def remove_members(user_ids)
inbox_members.where(user_id: user_ids).destroy_all
update_account_cache
end
def sms?
channel_type == 'Channel::Sms'
end
def facebook?
channel_type == 'Channel::FacebookPage'
end
def instagram?
(facebook? || instagram_direct?) && channel.instagram_id.present?
end
def instagram_direct?
channel_type == 'Channel::Instagram'
end
def web_widget?
channel_type == 'Channel::WebWidget'
end
def api?
channel_type == 'Channel::Api'
end
def email?
channel_type == 'Channel::Email'
end
def twilio?
channel_type == 'Channel::TwilioSms'
end
def twitter?
channel_type == 'Channel::TwitterProfile'
end
def whatsapp?
channel_type == 'Channel::Whatsapp'
end
def assignable_agents
(account.users.where(id: members.select(:user_id)) + account.administrators).uniq
end
def active_bot?
agent_bot_inbox&.active? || hooks.where(app_id: %w[dialogflow],
status: 'enabled').count.positive?
end
def inbox_type
channel.name
end
def webhook_data
{
id: id,
name: name
}
end
def callback_webhook_url
case channel_type
when 'Channel::TwilioSms'
"#{ENV.fetch('FRONTEND_URL', nil)}/twilio/callback"
when 'Channel::Sms'
"#{ENV.fetch('FRONTEND_URL', nil)}/webhooks/sms/#{channel.phone_number.delete_prefix('+')}"
when 'Channel::Line'
"#{ENV.fetch('FRONTEND_URL', nil)}/webhooks/line/#{channel.line_channel_id}"
when 'Channel::Whatsapp'
"#{ENV.fetch('FRONTEND_URL', nil)}/webhooks/whatsapp/#{channel.phone_number}"
end
end
def member_ids_with_assignment_capacity
members.ids
end
private
def dispatch_create_event
return if ENV['ENABLE_INBOX_EVENTS'].blank?
Rails.configuration.dispatcher.dispatch(INBOX_CREATED, Time.zone.now, inbox: self)
end
def dispatch_update_event
return if ENV['ENABLE_INBOX_EVENTS'].blank?
Rails.configuration.dispatcher.dispatch(INBOX_UPDATED, Time.zone.now, inbox: self, changed_attributes: previous_changes)
end
def ensure_valid_max_assignment_limit
# overridden in enterprise/app/models/enterprise/inbox.rb
end
def delete_round_robin_agents
::AutoAssignment::InboxRoundRobinService.new(inbox: self).clear_queue
end
def check_channel_type?
['Channel::Email', 'Channel::Api', 'Channel::WebWidget'].include?(channel_type)
end
end
Inbox.prepend_mod_with('Inbox')
Inbox.include_mod_with('Audit::Inbox')
Inbox.include_mod_with('Concerns::Inbox')