feat: Add filter APIs for Contacts and Conversations (#3264)

app/controllers/api/v1/accounts/contacts_controller.rb

@@ -51,7 +51,10 @@ class Api::V1::Accounts::ContactsController < Api::V1::Accounts::BaseController
   def show; end
 
   def filter
-    @contacts = Current.account.contacts.limit(10)
+    result = ::Contacts::FilterService.new(params.permit!, current_user).perform
+    contacts = result[:contacts]
+    @contacts_count = result[:count]
+    @contacts = fetch_contacts_with_conversation_count(contacts)
   end
 
   def contactable_inboxes

app/controllers/api/v1/accounts/conversations_controller.rb

@@ -32,7 +32,9 @@ class Api::V1::Accounts::ConversationsController < Api::V1::Accounts::BaseContro
   def show; end
 
   def filter
-    @conversations = Current.account.conversations.limit(10)
+    result = ::Conversations::FilterService.new(params.permit!, current_user).perform
+    @conversations = result[:conversations]
+    @conversations_count = result[:count]
   end
 
   def mute

app/services/contacts/filter_service.rb

@@ -0,0 +1,44 @@
+class Contacts::FilterService < FilterService
+  def perform
+    @contacts = contact_query_builder
+
+    {
+      contacts: @contacts,
+      count: {
+        all_count: @contacts.count
+      }
+    }
+  end
+
+  def contact_query_builder
+    contact_filters = @filters['contacts']
+
+    @params[:payload].each_with_index do |query_hash, current_index|
+      current_filter = contact_filters[query_hash['attribute_key']]
+      @query_string += contact_query_string(current_filter, query_hash, current_index)
+    end
+
+    base_relation.where(@query_string, @filter_values.with_indifferent_access)
+  end
+
+  def contact_query_string(current_filter, query_hash, current_index)
+    attribute_key = query_hash[:attribute_key]
+    query_operator = query_hash[:query_operator]
+    filter_operator_value = filter_operation(query_hash, current_index)
+
+    case current_filter['attribute_type']
+    when 'additional_attributes'
+      " contacts.additional_attributes ->> '#{attribute_key}' #{filter_operator_value} #{query_operator} "
+    when 'standard'
+      if attribute_key == 'labels'
+        " tags.id #{filter_operator_value} #{query_operator} "
+      else
+        " contacts.#{attribute_key} #{filter_operator_value} #{query_operator} "
+      end
+    end
+  end
+
+  def base_relation
+    Current.account.contacts.left_outer_joins(:labels)
+  end
+end

app/services/conversations/filter_service.rb

@@ -0,0 +1,59 @@
+class Conversations::FilterService < FilterService
+  def perform
+    @conversations = conversation_query_builder
+    mine_count, unassigned_count, all_count, = set_count_for_all_conversations
+    assigned_count = all_count - unassigned_count
+
+    {
+      conversations: conversations,
+      count: {
+        mine_count: mine_count,
+        assigned_count: assigned_count,
+        unassigned_count: unassigned_count,
+        all_count: all_count
+      }
+    }
+  end
+
+  def conversation_query_builder
+    conversation_filters = @filters['conversations']
+    @params[:payload].each_with_index do |query_hash, current_index|
+      current_filter = conversation_filters[query_hash['attribute_key']]
+      @query_string += conversation_query_string(current_filter, query_hash, current_index)
+    end
+
+    base_relation.where(@query_string, @filter_values.with_indifferent_access)
+  end
+
+  def conversation_query_string(current_filter, query_hash, current_index)
+    attribute_key = query_hash[:attribute_key]
+    query_operator = query_hash[:query_operator]
+    filter_operator_value = filter_operation(query_hash, current_index)
+
+    case current_filter['attribute_type']
+    when 'additional_attributes'
+      " conversations.additional_attributes ->> '#{attribute_key}' #{filter_operator_value} #{query_operator} "
+    when 'standard'
+      if attribute_key == 'labels'
+        " tags.id #{filter_operator_value} #{query_operator} "
+      else
+        " conversations.#{attribute_key} #{filter_operator_value} #{query_operator} "
+      end
+    end
+  end
+
+  def base_relation
+    Current.account.conversations.left_outer_joins(:labels)
+  end
+
+  def current_page
+    @params[:page] || 1
+  end
+
+  def conversations
+    @conversations = @conversations.includes(
+      :taggings, :inbox, { assignee: { avatar_attachment: [:blob] } }, { contact: { avatar_attachment: [:blob] } }, :team
+    )
+    @conversations.latest.page(current_page)
+  end
+end

app/services/filter_service.rb

@@ -0,0 +1,50 @@
+require 'json'
+
+class FilterService
+  def initialize(params, user)
+    @params = params
+    @user = user
+    file = File.read('./lib/filters/filter_keys.json')
+    @filters = JSON.parse(file)
+    @query_string = ''
+    @filter_values = {}
+  end
+
+  def perform; end
+
+  def filter_operation(query_hash, current_index)
+    case query_hash[:filter_operator]
+    when 'equal_to'
+      @filter_values["value_#{current_index}"] = filter_values(query_hash)
+      "IN (:value_#{current_index})"
+    when 'not_equal_to'
+      @filter_values["value_#{current_index}"] = filter_values(query_hash)
+      "NOT IN (:value_#{current_index})"
+    when 'contains'
+      @filter_values["value_#{current_index}"] = "%#{filter_values(query_hash)}%"
+      "LIKE :value_#{current_index}"
+    when 'does_not_contain'
+      @filter_values["value_#{current_index}"] = "%#{filter_values(query_hash)}%"
+      "NOT LIKE :value_#{current_index}"
+    else
+      @filter_values["value_#{current_index}"] = filter_values(query_hash).to_s
+      "= :value_#{current_index}"
+    end
+  end
+
+  def filter_values(query_hash)
+    if query_hash['attribute_key'] == 'status'
+      query_hash['values'].map { |x| Conversation.statuses[x.to_sym] }
+    else
+      query_hash['values']
+    end
+  end
+
+  def set_count_for_all_conversations
+    [
+      @conversations.assigned_to(@user).count,
+      @conversations.unassigned.count,
+      @conversations.count
+    ]
+  end
+end

app/views/api/v1/accounts/conversations/filter.json.jbuilder

@@ -1,3 +1,10 @@
-json.array! @conversations do |conversation|
-  json.partial! 'api/v1/models/conversation.json.jbuilder', conversation: conversation
+json.meta do
+  json.mine_count @conversations_count[:mine_count]
+  json.unassigned_count @conversations_count[:unassigned_count]
+  json.all_count @conversations_count[:all_count]
+end
+json.payload do
+  json.array! @conversations do |conversation|
+    json.partial! 'api/v1/conversations/partials/conversation.json.jbuilder', conversation: conversation
+  end
 end

config/routes.rb

@@ -61,7 +61,7 @@ Rails.application.routes.draw do
             collection do
               get :meta
               get :search
-              get :filter
+              post :filter
             end
             scope module: :conversations do
               resources :messages, only: [:index, :create, :destroy]
@@ -83,7 +83,7 @@ Rails.application.routes.draw do
             collection do
               get :active
               get :search
-              get :filter
+              post :filter
               post :import
             end
             member do

lib/filters/conversation_filters.json

@@ -65,8 +65,8 @@
       "attribute_type": "standard"
     },
     {
-      "attribute_key": "browser",
-      "attribute_name": "browser",
+      "attribute_key": "browser_language",
+      "attribute_name": "Browser Language",
       "input_type": "textbox",
       "data_type": "text",
       "filter_operators": [ "equal_to", "not_equal_to", "contains", "does_not_contain" ],

lib/filters/filter_keys.json

@@ -0,0 +1,153 @@
+{
+  "conversations": {
+    "status": {
+      "attribute_name": "Status",
+      "input_type": "multi_select",
+      "data_type": "text",
+      "filter_operators": [ "equal_to", "not_equal_to" ],
+      "attribute_type": "standard"
+    },
+    "assignee_id": {
+      "attribute_name": "Assignee Name",
+      "input_type": "search_box with name tags/plain text",
+      "data_type": "text",
+      "filter_operators": [ "equal_to", "not_equal_to", "contains", "does_not_contain", "is_present", "is_not_present" ],
+      "attribute_type": "standard"
+    },
+    "contact_id": {
+      "attribute_name": "Contact Name",
+      "input_type": "plain_text",
+      "data_type": "text",
+      "filter_operators": [ "equal_to", "not_equal_to", "contains", "does_not_contain", "is_present", "is_not_present" ],
+      "attribute_type": "standard"
+    },
+    "inbox_id": {
+      "attribute_name": "Inbox Name",
+      "input_type": "search_box",
+      "data_type": "text",
+      "filter_operators": [ "equal_to", "not_equal_to", "contains", "does_not_contain", "is_present", "is_not_present" ],
+      "attribute_type": "standard"
+    },
+    "team_id": {
+      "attribute_name": "Team Name",
+      "input_type": "search_box",
+      "data_type": "number",
+      "filter_operators": [ "equal_to", "not_equal_to", "contains", "does_not_contain", "is_present", "is_not_present" ],
+      "attribute_type": "standard"
+    },
+    "id": {
+      "attribute_name": "Conversation Identifier",
+      "input_type": "textbox",
+      "data_type": "Number",
+      "filter_operators": [ "equal_to", "not_equal_to", "contains", "does_not_contain", "is_present", "is_not_present" ],
+      "attribute_type": "standard"
+    },
+    "campaign_id": {
+      "attribute_name": "Campaign Name",
+      "input_type": "textbox",
+      "data_type": "Number",
+      "filter_operators": [ "equal_to", "not_equal_to", "contains", "does_not_contain", "is_present", "is_not_present" ],
+      "attribute_type": "standard"
+    },
+    "labels": {
+      "attribute_name": "Labels",
+      "input_type": "tags",
+      "data_type": "text",
+      "filter_operators": ["exactly_equal_to", "contains", "does_not_contain" ],
+      "attribute_type": "standard"
+    },
+    "browser_language": {
+      "attribute_name": "Browser Language",
+      "input_type": "textbox",
+      "data_type": "text",
+      "filter_operators": [ "equal_to", "not_equal_to", "contains", "does_not_contain" ],
+      "attribute_type": "additional_attributes"
+    },
+    "country_code": {
+      "attribute_name": "Country Name",
+      "input_type": "textbox",
+      "data_type": "text",
+      "filter_operators": [ "equal_to", "not_equal_to", "contains", "does_not_contain", "present", "is_not_present" ],
+      "attribute_type": "additional_attributes"
+    },
+    "referer": {
+      "attribute_name": "Referer link",
+      "input_type": "textbox",
+      "data_type": "link",
+      "filter_operators": [ "equal_to", "not_equal_to", "contains", "does_not_contain", "present", "is_not_present" ],
+      "attribute_type": "additional_attributes"
+    }
+  },
+  "contacts": {
+    "assignee_id": {
+      "attribute_name": "Assignee Name",
+      "input_type": "search_box with name tags/plain text",
+      "data_type": "text",
+      "filter_operators": [ "equal_to", "not_equal_to", "contains", "does_not_contain", "is_present", "is_not_present" ],
+      "attribute_type": "standard"
+    },
+    "contact_id": {
+      "attribute_name": "Contact Name",
+      "input_type": "plain_text",
+      "data_type": "text",
+      "filter_operators": [ "equal_to", "not_equal_to", "contains", "does_not_contain", "is_present", "is_not_present" ],
+      "attribute_type": "standard"
+    },
+    "inbox_id": {
+      "attribute_name": "Inbox Name",
+      "input_type": "search_box",
+      "data_type": "text",
+      "filter_operators": [ "equal_to", "not_equal_to", "contains", "does_not_contain", "is_present", "is_not_present" ],
+      "attribute_type": "standard"
+    },
+    "team_id": {
+      "attribute_name": "Team Name",
+      "input_type": "search_box",
+      "data_type": "number",
+      "filter_operators": [ "equal_to", "not_equal_to", "contains", "does_not_contain", "is_present", "is_not_present" ],
+      "attribute_type": "standard"
+    },
+    "id": {
+      "attribute_name": "Conversation Identifier",
+      "input_type": "textbox",
+      "data_type": "Number",
+      "filter_operators": [ "equal_to", "not_equal_to", "contains", "does_not_contain", "is_present", "is_not_present" ],
+      "attribute_type": "standard"
+    },
+    "campaign_id": {
+      "attribute_name": "Campaign Name",
+      "input_type": "textbox",
+      "data_type": "Number",
+      "filter_operators": [ "equal_to", "not_equal_to", "contains", "does_not_contain", "is_present", "is_not_present" ],
+      "attribute_type": "standard"
+    },
+    "labels": {
+      "attribute_name": "Labels",
+      "input_type": "tags",
+      "data_type": "text",
+      "filter_operators": ["exactly_equal_to", "contains", "does_not_contain" ],
+      "attribute_type": "standard"
+    },
+    "browser_language": {
+      "attribute_name": "Browser Language",
+      "input_type": "textbox",
+      "data_type": "text",
+      "filter_operators": [ "equal_to", "not_equal_to", "contains", "does_not_contain" ],
+      "attribute_type": "additional_attributes"
+    },
+    "country_code": {
+      "attribute_name": "Country Name",
+      "input_type": "textbox",
+      "data_type": "text",
+      "filter_operators": [ "equal_to", "not_equal_to", "contains", "does_not_contain", "present", "is_not_present" ],
+      "attribute_type": "additional_attributes"
+    },
+    "referer": {
+      "attribute_name": "Referer link",
+      "input_type": "textbox",
+      "data_type": "link",
+      "filter_operators": [ "equal_to", "not_equal_to", "contains", "does_not_contain", "present", "is_not_present" ],
+      "attribute_type": "additional_attributes"
+    }
+  }
+}

spec/controllers/api/v1/accounts/contacts_controller_spec.rb

@@ -233,8 +233,10 @@ RSpec.describe 'Contacts API', type: :request do
       let!(:contact2) { create(:contact, :with_email, name: 'testcontact', account: account, email: 'test@test.com') }
 
       it 'returns all contacts when query is empty' do
-        get "/api/v1/accounts/#{account.id}/contacts/filter",
-            params: { q: [] },
+        post "/api/v1/accounts/#{account.id}/contacts/filter",
+             params: {
+               payload: []
+             },
              headers: admin.create_new_auth_token,
              as: :json
 

spec/controllers/api/v1/accounts/conversations_controller_spec.rb

@@ -112,7 +112,7 @@ RSpec.describe 'Conversations API', type: :request do
   describe 'GET /api/v1/accounts/{account.id}/conversations/filter' do
     context 'when it is an unauthenticated user' do
       it 'returns unauthorized' do
-        get "/api/v1/accounts/#{account.id}/conversations/filter", params: { q: 'test' }
+        post "/api/v1/accounts/#{account.id}/conversations/filter", params: { q: 'test' }
 
         expect(response).to have_http_status(:unauthorized)
       end
@@ -129,16 +129,15 @@ RSpec.describe 'Conversations API', type: :request do
       end
 
       it 'returns all conversations with empty query' do
-        get "/api/v1/accounts/#{account.id}/conversations/filter",
+        post "/api/v1/accounts/#{account.id}/conversations/filter",
              headers: agent.create_new_auth_token,
-            params: { q: 'test1' },
+             params: { payload: [] },
              as: :json
 
         expect(response).to have_http_status(:success)
         response_data = JSON.parse(response.body, symbolize_names: true)
 
-        expect(response_data.count).to eq(1)
-        expect(response_data[0][:messages][0][:content]).to include(Message.first.content)
+        expect(response_data.count).to eq(2)
       end
     end
   end

spec/services/contacts/filter_service_spec.rb

@@ -0,0 +1,56 @@
+require 'rails_helper'
+
+describe ::Contacts::FilterService do
+  subject(:filter_service) { described_class }
+
+  let!(:account) { create(:account) }
+  let!(:user_1) { create(:user, account: account) }
+  let!(:user_2) { create(:user, account: account) }
+  let!(:inbox) { create(:inbox, account: account, enable_auto_assignment: false) }
+  let!(:contact) { create(:contact, account: account, additional_attributes: { 'browser_language': 'en' }) }
+
+  before do
+    create(:inbox_member, user: user_1, inbox: inbox)
+    create(:inbox_member, user: user_2, inbox: inbox)
+    create(:conversation, account: account, inbox: inbox, assignee: user_1, contact: contact)
+    create(:conversation, account: account, inbox: inbox)
+    Current.account = account
+  end
+
+  describe '#perform' do
+    context 'with query present' do
+      let!(:params) { { payload: [], page: 1 } }
+      let(:payload) do
+        [
+          {
+            attribute_key: 'browser_language',
+            filter_operator: 'equal_to',
+            values: ['en'],
+            query_operator: nil
+          }.with_indifferent_access
+        ]
+      end
+
+      it 'filter contacts by additional_attributes' do
+        params[:payload] = payload
+        result = filter_service.new(params, user_1).perform
+        expect(result.length).to be 2
+      end
+
+      it 'filter conversations by tags' do
+        Contact.last.update_labels('support')
+        params[:payload] = [
+          {
+            attribute_key: 'labels',
+            filter_operator: 'equal_to',
+            values: [1],
+            query_operator: nil
+          }.with_indifferent_access
+        ]
+
+        result = filter_service.new(params, user_1).perform
+        expect(result.length).to be 2
+      end
+    end
+  end
+end

spec/services/conversations/filter_service_spec.rb

@@ -0,0 +1,76 @@
+require 'rails_helper'
+
+describe ::Conversations::FilterService do
+  subject(:filter_service) { described_class }
+
+  let!(:account) { create(:account) }
+  let!(:user_1) { create(:user, account: account) }
+  let!(:user_2) { create(:user, account: account) }
+  let!(:inbox) { create(:inbox, account: account, enable_auto_assignment: false) }
+
+  before do
+    create(:inbox_member, user: user_1, inbox: inbox)
+    create(:inbox_member, user: user_2, inbox: inbox)
+    create(:conversation, account: account, inbox: inbox, assignee: user_1)
+    create(:conversation, account: account, inbox: inbox, assignee: user_1,
+                          status: 'pending', additional_attributes: { 'browser_language': 'en' })
+    create(:conversation, account: account, inbox: inbox, assignee: user_1,
+                          status: 'pending', additional_attributes: { 'browser_language': 'en' })
+    create(:conversation, account: account, inbox: inbox, assignee: user_2)
+    # unassigned conversation
+    create(:conversation, account: account, inbox: inbox)
+    Current.account = account
+  end
+
+  describe '#perform' do
+    context 'with query present' do
+      let!(:params) { { payload: [], page: 1 } }
+      let(:payload) do
+        [
+          {
+            attribute_key: 'browser_language',
+            filter_operator: 'equal_to',
+            values: ['en'],
+            query_operator: 'AND'
+          }.with_indifferent_access,
+          {
+            attribute_key: 'status',
+            filter_operator: 'equal_to',
+            values: %w[open pending],
+            query_operator: nil
+          }.with_indifferent_access
+        ]
+      end
+
+      it 'filter conversations by custom_attributes and status' do
+        params[:payload] = payload
+        result = filter_service.new(params, user_1).perform
+        conversations = Conversation.where("additional_attributes ->> 'browser_language' IN (?) AND status IN (?)", ['en'], [1, 2])
+        expect(result.length).to be conversations.count
+      end
+
+      it 'filter conversations by tags' do
+        Conversation.last.update_labels('support')
+        params[:payload] = [
+          {
+            attribute_key: 'assignee_id',
+            filter_operator: 'equal_to',
+            values: [
+              user_1.id,
+              user_2.id
+            ],
+            query_operator: 'AND'
+          }.with_indifferent_access,
+          {
+            attribute_key: 'labels',
+            filter_operator: 'equal_to',
+            values: [1],
+            query_operator: nil
+          }.with_indifferent_access
+        ]
+        result = filter_service.new(params, user_1).perform
+        expect(result.length).to be 2
+      end
+    end
+  end
+end