feat: Add ability to bulk import contacts (#3026)

Co-authored-by: Pranav Raj S <pranav@chatwoot.com>

app/javascript/dashboard/api/contacts.js

@@ -52,6 +52,14 @@ class ContactAPI extends ApiClient {
     )}`;
     return axios.get(requestURL);
   }
+
+  importContacts(file) {
+    const formData = new FormData();
+    formData.append('import_file', file);
+    return axios.post(`${this.url}/import`, formData, {
+      headers: { 'Content-Type': 'multipart/form-data' },
+    });
+  }
 }
 
 export default new ContactAPI();

app/javascript/dashboard/api/specs/contacts.spec.js

@@ -59,6 +59,18 @@ describe('#ContactsAPI', () => {
         '/api/v1/contacts/search?include_contact_inboxes=false&page=1&sort=date&q=leads&labels[]=customer-support'
       );
     });
+
+    it('#importContacts', () => {
+      const file = 'file';
+      contactAPI.importContacts(file);
+      expect(context.axiosMock.post).toHaveBeenCalledWith(
+        '/api/v1/contacts/import',
+        expect.any(FormData),
+        {
+          headers: { 'Content-Type': 'multipart/form-data' },
+        }
+      );
+    });
   });
 });
 

app/javascript/dashboard/assets/scss/_utility-helpers.scss

@@ -0,0 +1,3 @@
+.margin-right-small {
+  margin-right: var(--space-small);
+}

app/javascript/dashboard/assets/scss/widgets/_modal.scss

@@ -71,7 +71,8 @@
     @include padding($space-large);
   }
 
-  form {
+  form,
+  .modal-content {
     @include padding($space-large);
     align-self: center;
 

app/javascript/dashboard/i18n/locale/en/contact.json

@@ -54,6 +54,19 @@
     "TITLE": "Create new contact",
     "DESC": "Add basic information details about the contact."
   },
+  "IMPORT_CONTACTS": {
+    "BUTTON_LABEL": "Import",
+    "TITLE": "Import Contacts",
+    "DESC": "Import contacts through a CSV file.",
+    "DOWNLOAD_LABEL": "Download a sample csv.",
+    "FORM": {
+      "LABEL": "CSV File",
+      "SUBMIT": "Import",
+      "CANCEL": "Cancel"
+    },
+    "SUCCESS_MESSAGE": "Contacts saved successfully",
+    "ERROR_MESSAGE": "There was an error, please try again"
+  },
   "DELETE_CONTACT": {
     "BUTTON_LABEL": "Delete Contact",
     "TITLE": "Delete contact",
@@ -255,4 +268,4 @@
       "ERROR_MESSAGE": "Could not merge contcts, try again!"
     }
   }
-}
+}

app/javascript/dashboard/routes/dashboard/contacts/components/ContactsView.vue

@@ -7,6 +7,7 @@
         this-selected-contact-id=""
         :on-input-search="onInputSearch"
         :on-toggle-create="onToggleCreate"
+        :on-toggle-import="onToggleImport"
         :header-title="label"
       />
       <contacts-table
@@ -30,6 +31,9 @@
       :on-close="closeContactInfoPanel"
     />
     <create-contact :show="showCreateModal" @cancel="onToggleCreate" />
+    <woot-modal :show.sync="showImportModal" :on-close="onToggleImport">
+      <import-contacts v-if="showImportModal" :on-close="onToggleImport" />
+    </woot-modal>
   </div>
 </template>
 
@@ -41,6 +45,7 @@ import ContactsTable from './ContactsTable';
 import ContactInfoPanel from './ContactInfoPanel';
 import CreateContact from 'dashboard/routes/dashboard/conversation/contact/CreateContact';
 import TableFooter from 'dashboard/components/widgets/TableFooter';
+import ImportContacts from './ImportContacts.vue';
 
 const DEFAULT_PAGE = 1;
 
@@ -51,6 +56,7 @@ export default {
     TableFooter,
     ContactInfoPanel,
     CreateContact,
+    ImportContacts,
   },
   props: {
     label: { type: String, default: '' },
@@ -59,6 +65,7 @@ export default {
     return {
       searchQuery: '',
       showCreateModal: false,
+      showImportModal: false,
       selectedContactId: '',
       sortConfig: { name: 'asc' },
     };
@@ -168,6 +175,9 @@ export default {
     onToggleCreate() {
       this.showCreateModal = !this.showCreateModal;
     },
+    onToggleImport() {
+      this.showImportModal = !this.showImportModal;
+    },
     onSortChange(params) {
       this.sortConfig = params;
       this.fetchContacts(this.meta.currentPage);

app/javascript/dashboard/routes/dashboard/contacts/components/Header.vue

@@ -29,11 +29,20 @@
         <woot-button
           color-scheme="success"
           icon="ion-android-add-circle"
-          @click="onToggleCreate"
+          class="margin-right-small"
           data-testid="create-new-contact"
+          @click="onToggleCreate"
         >
           {{ $t('CREATE_CONTACT.BUTTON_LABEL') }}
         </woot-button>
+
+        <woot-button
+          color-scheme="info"
+          icon="ion-android-upload"
+          @click="onToggleImport"
+        >
+          {{ $t('IMPORT_CONTACTS.BUTTON_LABEL') }}
+        </woot-button>
       </div>
     </div>
   </header>
@@ -41,7 +50,6 @@
 
 <script>
 export default {
-  components: {},
   props: {
     headerTitle: {
       type: String,
@@ -63,10 +71,15 @@ export default {
       type: Function,
       default: () => {},
     },
+    onToggleImport: {
+      type: Function,
+      default: () => {},
+    },
   },
   data() {
     return {
       showCreateModal: false,
+      showImportModal: false,
     };
   },
   computed: {
@@ -78,6 +91,7 @@ export default {
 </script>
 
 <style lang="scss" scoped>
+@import '~dashboard/assets/scss/_utility-helpers.scss';
 .page-title {
   margin: 0;
 }

app/javascript/dashboard/routes/dashboard/contacts/components/ImportContacts.vue

@@ -0,0 +1,92 @@
+<template>
+  <modal :show.sync="show" :on-close="onClose">
+    <div class="column content-box">
+      <woot-modal-header :header-title="$t('IMPORT_CONTACTS.TITLE')">
+        <p>
+          {{ $t('IMPORT_CONTACTS.DESC') }}
+          <a :href="csvUrl" download="import-contacts-sample">{{
+            $t('IMPORT_CONTACTS.DOWNLOAD_LABEL')
+          }}</a>
+        </p>
+      </woot-modal-header>
+      <div class="row modal-content">
+        <div class="medium-12 columns">
+          <label>
+            <span>{{ $t('IMPORT_CONTACTS.FORM.LABEL') }}</span>
+            <input
+              id="file"
+              ref="file"
+              type="file"
+              accept="text/csv"
+              @change="handleFileUpload"
+            />
+          </label>
+        </div>
+        <div class="modal-footer">
+          <div class="medium-12 columns">
+            <woot-button
+              :disabled="uiFlags.isCreating || !file"
+              :loading="uiFlags.isCreating"
+              @click="uploadFile"
+            >
+              {{ $t('IMPORT_CONTACTS.FORM.SUBMIT') }}
+            </woot-button>
+            <button class="button clear" @click.prevent="onClose">
+              {{ $t('IMPORT_CONTACTS.FORM.CANCEL') }}
+            </button>
+          </div>
+        </div>
+      </div>
+    </div>
+  </modal>
+</template>
+
+<script>
+import Modal from '../../../../components/Modal';
+import { mapGetters } from 'vuex';
+import alertMixin from 'shared/mixins/alertMixin';
+
+export default {
+  components: {
+    Modal,
+  },
+  mixins: [alertMixin],
+  props: {
+    onClose: {
+      type: Function,
+      default: () => {},
+    },
+  },
+  data() {
+    return {
+      show: true,
+      file: '',
+    };
+  },
+  computed: {
+    ...mapGetters({
+      uiFlags: 'contacts/getUIFlags',
+    }),
+    csvUrl() {
+      return '/downloads/import-contacts-sample.csv';
+    },
+  },
+  methods: {
+    async uploadFile() {
+      try {
+        if (!this.file) return;
+        await this.$store.dispatch('contacts/import', this.file);
+        this.onClose();
+        this.showAlert(this.$t('IMPORT_CONTACTS.SUCCESS_MESSAGE'));
+      } catch (error) {
+        this.showAlert(
+          error.message || this.$t('IMPORT_CONTACTS.ERROR_MESSAGE')
+        );
+      }
+    },
+    handleFileUpload() {
+      this.file = this.$refs.file.files[0];
+    },
+  },
+};
+</script>

app/javascript/dashboard/store/modules/contacts/actions.js

@@ -82,7 +82,18 @@ export const actions = {
       }
     }
   },
-
+  import: async ({ commit }, file) => {
+    commit(types.SET_CONTACT_UI_FLAG, { isCreating: true });
+    try {
+      await ContactAPI.importContacts(file);
+      commit(types.SET_CONTACT_UI_FLAG, { isCreating: false });
+    } catch (error) {
+      commit(types.SET_CONTACT_UI_FLAG, { isCreating: false });
+      if (error.response?.data?.message) {
+        throw new ExceptionWithMessage(error.response.data.message);
+      }
+    }
+  },
   delete: async ({ commit }, id) => {
     commit(types.SET_CONTACT_UI_FLAG, { isDeleting: true });
     try {

public/downloads/import-contacts-sample.csv

@@ -0,0 +1,26 @@
+id,name,email,identifier,phone_number,ip_address,custom_attribute_1,custom_attribute_2
+1,Clarice Uzzell,cuzzell0@mozilla.org,bb4e11cd-0f23-49da-a123-dcc1fec6852c,+498963648018,70.61.11.201,Random-value-1,Random-value-1
+2,Marieann Creegan,mcreegan1@cornell.edu,e60bab4c-9fbb-47eb-8f75-42025b789c47,+15417543010,168.186.4.241,Random-value0,Random-value0
+3,Nancey Windibank,nwindibank2@bluehost.com,f793e813-4210-4bf3-a812-711418de25d2,+15417543011,73.44.41.59,Random-value1,Random-value1
+4,Sibel Stennine,sstennine3@yellowbook.com,d6e35a2d-d093-4437-a577-7df76316b937,+15417543011,115.249.27.155,Random-value2,Random-value2
+5,Tina O'Lunney,tolunney4@si.edu,3540d40a-5567-4f28-af98-5583a7ddbc56,+15417543011,219.181.212.8,Random-value3,Random-value3
+6,Quinn Neve,qneve5@army.mil,ba0e1bf0-c74b-41ce-8a2d-0b08fa0e5aa5,+15417543011,231.210.115.166,Random-value4,Random-value4
+7,Karylin Gaunson,kgaunson6@tripod.com,d24cac79-c81b-4b84-a33e-0441b7c6a981,+15417543011,160.189.41.11,Random-value5,Random-value5
+8,Jamison Shenton,jshenton7@upenn.edu,29a7a8c0-c7f7-4af9-852f-761b1a784a7a,+15417543011,53.94.18.201,Random-value6,Random-value6
+9,Gavan Threlfall,gthrelfall8@spotify.com,847d4943-ddb5-47cc-8008-ed5092c675c5,+15417543011,18.87.247.249,Random-value7,Random-value7
+10,Katina Hemmingway,khemmingway9@ameblo.jp,8f0b5efd-b6a8-4f1e-a1e3-b0ea8c9e3048,+15417543011,25.191.96.124,Random-value8,Random-value8
+11,Jillian Deinhard,jdeinharda@canalblog.com,bd952787-1b05-411f-9975-b916ec0950cc,+15417543011,11.211.174.93,Random-value9,Random-value9
+12,Blake Finden,bfindenb@wsj.com,12c95613-e49d-4fa2-86fb-deabb6ebe600,+15417543011,47.26.205.153,Random-value10,Random-value10
+13,Liane Maxworthy,lmaxworthyc@un.org,36b68e4c-40d6-4e09-bf59-7db3b27b18f0,+15417543011,157.196.34.166,Random-value11,Random-value11
+14,Martynne Ledley,mledleyd@sourceforge.net,1856bceb-cb36-415c-8ffc-0527f3f750d8,+15417543011,109.231.152.148,Random-value12,Random-value12
+15,Katharina Ruffli,krufflie@huffingtonpost.com,604de5c9-b154-4279-8978-41fb71f0f773,+15417543011,20.43.146.179,Random-value13,Random-value13
+16,Tucker Simmance,tsimmancef@bbc.co.uk,0a8fc3a7-4986-4a51-a503-6c7f974c90ad,+15417543011,179.76.226.171,Random-value14,Random-value14
+17,Wenona Martinson,wmartinsong@census.gov,0e5ea6e3-6824-4e78-a6f5-672847eafa17,+15417543011,92.243.194.160,Random-value15,Random-value15
+18,Gretna Vedyasov,gvedyasovh@lycos.com,6becf55b-a7b5-48f6-8788-b89cae85b066,+15417543011,25.22.86.101,Random-value16,Random-value16
+19,Lurline Abdon,labdoni@archive.org,afa9429f-9034-4b06-9efa-980e01906ebf,+15417543011,150.249.116.118,Random-value17,Random-value17
+20,Fiann Norcliff,fnorcliffj@istockphoto.com,59f72dec-14ba-4d6e-b17c-0d962e69ffac,+15417543011,237.167.197.197,Random-value18,Random-value18
+21,Zed Linn,zlinnk@phoca.cz,95f7bc56-be92-4c9c-ad58-eff3e63c7bea,+15417543011,88.102.64.113,Random-value19,Random-value19
+22,Averyl Simyson,asimysonl@livejournal.com,bde1fe59-c9bd-440c-bb39-79fe61dac1d1,+15417543011,141.248.89.29,Random-value20,Random-value20
+23,Camella Blackadder,cblackadderm@nifty.com,0c981752-5857-487c-b9b5-5d0253df740a,+15417543011,118.123.138.115,Random-value21,Random-value21
+24,Aurie Spatig,aspatign@printfriendly.com,4cf22bfb-2c3f-41d1-9993-6e3758e457ba,+15417543011,157.45.102.235,Random-value22,Random-value22
+25,Adrienne Bellard,abellardo@cnn.com,f10f9b8d-38ac-4e17-8a7d-d2e6a055f944,+15417543011,170.73.198.47,Random-value23,Random-value23