feat: New automation actions (#4033)

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

@@ -34,7 +34,7 @@ class Api::V1::Accounts::AutomationRulesController < Api::V1::Accounts::BaseCont
     params.permit(
       :name, :description, :event_name, :account_id, :active,
       conditions: [:attribute_key, :filter_operator, :query_operator, { values: [] }],
-      actions: [:action_name, { action_params: [{}] }]
+      actions: [:action_name, { action_params: [] }]
     )
   end
 

app/javascript/dashboard/components/widgets/AutomationActionInput.vue

@@ -7,7 +7,8 @@
       <select
         v-model="action_name"
         class="action__question"
-        @change="resetFilter()"
+        :class="{ 'full-width': !inputType }"
+        @change="resetAction()"
       >
         <option
           v-for="attribute in actionTypes"
@@ -18,19 +19,38 @@
         </option>
       </select>
       <div class="filter__answer--wrap">
-        <div class="multiselect-wrap--small">
-          <multiselect
+        <div v-if="inputType">
+          <div
+            v-if="inputType === 'multi_select'"
+            class="multiselect-wrap--small"
+          >
+            <multiselect
+              v-model="action_params"
+              track-by="id"
+              label="name"
+              :placeholder="'Select'"
+              :multiple="true"
+              selected-label
+              :select-label="$t('FORMS.MULTISELECT.ENTER_TO_SELECT')"
+              deselect-label=""
+              :max-height="160"
+              :options="dropdownValues"
+              :allow-empty="false"
+            />
+          </div>
+          <input
+            v-else-if="inputType === 'email'"
             v-model="action_params"
-            track-by="id"
-            label="name"
-            :placeholder="'Select'"
-            :multiple="true"
-            selected-label
-            :select-label="$t('FORMS.MULTISELECT.ENTER_TO_SELECT')"
-            deselect-label=""
-            :max-height="160"
-            :options="dropdownValues"
-            :allow-empty="false"
+            type="email"
+            class="answer--text-input"
+            placeholder="Enter email"
+          />
+          <input
+            v-else-if="inputType === 'url'"
+            v-model="action_params"
+            type="url"
+            class="answer--text-input"
+            placeholder="Enter url"
           />
         </div>
       </div>
@@ -91,13 +111,17 @@ export default {
         this.$emit('input', { ...payload, action_params: value });
       },
     },
+    inputType() {
+      return this.actionTypes.find(action => action.key === this.action_name)
+        .inputType;
+    },
   },
   methods: {
     removeAction() {
       this.$emit('removeAction');
     },
-    resetFilter() {
-      this.$emit('resetFilter');
+    resetAction() {
+      this.$emit('resetAction');
     },
   },
 };
@@ -136,6 +160,10 @@ export default {
   max-width: 50%;
 }
 
+.action__question.full-width {
+  max-width: 100%;
+}
+
 .filter__answer--wrap {
   margin-right: var(--space-smaller);
   flex-grow: 1;

app/javascript/dashboard/routes/dashboard/settings/automation/AddAutomationRule.vue

@@ -101,6 +101,7 @@
                 getActionDropdownValues(automation.actions[i].action_name)
               "
               :v="$v.automation.actions.$each[i]"
+              @resetAction="resetAction(i)"
               @removeAction="removeAction(i)"
             />
             <div class="filter-actions">
@@ -187,7 +188,13 @@ export default {
         required,
         $each: {
           action_params: {
-            required,
+            required: requiredIf(prop => {
+              return !(
+                prop.action_name === 'mute_conversation' ||
+                prop.action_name === 'snooze_convresation' ||
+                prop.action_name === 'resolve_convresation'
+              );
+            }),
           },
         },
       },
@@ -351,7 +358,6 @@ export default {
     getActionDropdownValues(type) {
       switch (type) {
         case 'assign_team':
-        case 'send_email_to_team':
           return this.$store.getters['teams/getTeams'];
         case 'add_label':
           return this.$store.getters['labels/getLabels'].map(i => {
@@ -424,6 +430,9 @@ export default {
       ).filterOperators[0].value;
       this.automation.conditions[index].values = '';
     },
+    resetAction(index) {
+      this.automation.actions[index].action_params = [];
+    },
     showUserInput(operatorType) {
       if (operatorType === 'is_present' || operatorType === 'is_not_present')
         return false;

app/javascript/dashboard/routes/dashboard/settings/automation/EditAutomationRule.vue

@@ -351,7 +351,6 @@ export default {
     getActionDropdownValues(type) {
       switch (type) {
         case 'assign_team':
-        case 'send_email_to_team':
           return this.$store.getters['teams/getTeams'];
         case 'add_label':
           return this.$store.getters['labels/getLabels'].map(i => {

app/javascript/dashboard/routes/dashboard/settings/automation/constants.js

@@ -79,8 +79,33 @@ export const AUTOMATIONS = {
       // {
       //   key: 'send_email_to_team',
       //   name: 'Send an email to team',
-      //   attributeI18nKey: 'SEND_EMAIL_TO_TEAM',
+      //   attributeI18nKey: 'SEND_MESSAGE',
       // },
+      {
+        key: 'send_email_transcript',
+        name: 'Send an email transcript',
+        attributeI18nKey: 'SEND_EMAIL_TRANSCRIPT',
+      },
+      {
+        key: 'mute_conversation',
+        name: 'Mute conversation',
+        attributeI18nKey: 'MUTE_CONVERSATION',
+      },
+      {
+        key: 'snooze_convresation',
+        name: 'Snooze conversation',
+        attributeI18nKey: 'MUTE_CONVERSATION',
+      },
+      {
+        key: 'resolve_convresation',
+        name: 'Resolve conversation',
+        attributeI18nKey: 'RESOLVE_CONVERSATION',
+      },
+      {
+        key: 'send_webhook_event',
+        name: 'Send Webhook Event',
+        attributeI18nKey: 'SEND_WEBHOOK_EVENT',
+      },
     ],
   },
   conversation_created: {
@@ -120,15 +145,40 @@ export const AUTOMATIONS = {
         name: 'Assign a team',
         attributeI18nKey: 'ASSIGN_TEAM',
       },
+      {
+        key: 'assign_agent',
+        name: 'Assign an agent',
+        attributeI18nKey: 'ASSIGN_AGENT',
+      },
       // {
       //   key: 'send_email_to_team',
       //   name: 'Send an email to team',
       //   attributeI18nKey: 'SEND_MESSAGE',
       // },
       {
-        key: 'assign_agent',
-        name: 'Assign an agent',
-        attributeI18nKey: 'ASSIGN_AGENT',
+        key: 'send_email_transcript',
+        name: 'Send an email transcript',
+        attributeI18nKey: 'SEND_EMAIL_TRANSCRIPT',
+      },
+      {
+        key: 'mute_conversation',
+        name: 'Mute conversation',
+        attributeI18nKey: 'MUTE_CONVERSATION',
+      },
+      {
+        key: 'snooze_convresation',
+        name: 'Snooze conversation',
+        attributeI18nKey: 'MUTE_CONVERSATION',
+      },
+      {
+        key: 'resolve_convresation',
+        name: 'Resolve conversation',
+        attributeI18nKey: 'RESOLVE_CONVERSATION',
+      },
+      {
+        key: 'send_webhook_event',
+        name: 'Send Webhook Event',
+        attributeI18nKey: 'SEND_WEBHOOK_EVENT',
       },
     ],
   },
@@ -183,16 +233,40 @@ export const AUTOMATIONS = {
         name: 'Assign a team',
         attributeI18nKey: 'ASSIGN_TEAM',
       },
-      // {
-      //   key: 'send_email_to_team',
-      //   name: 'Send an email to team',
-      //   attributeI18nKey: 'SEND_EMAIL_TO_TEAM',
-      // },
       {
         key: 'assign_agent',
         name: 'Assign an agent',
         attributeI18nKey: 'ASSIGN_AGENT',
-        attributeKey: 'assignee_id',
+      },
+      // {
+      //   key: 'send_email_to_team',
+      //   name: 'Send an email to team',
+      //   attributeI18nKey: 'SEND_MESSAGE',
+      // },
+      {
+        key: 'send_email_transcript',
+        name: 'Send an email transcript',
+        attributeI18nKey: 'SEND_EMAIL_TRANSCRIPT',
+      },
+      {
+        key: 'mute_conversation',
+        name: 'Mute conversation',
+        attributeI18nKey: 'MUTE_CONVERSATION',
+      },
+      {
+        key: 'snooze_convresation',
+        name: 'Snooze conversation',
+        attributeI18nKey: 'MUTE_CONVERSATION',
+      },
+      {
+        key: 'resolve_convresation',
+        name: 'Resolve conversation',
+        attributeI18nKey: 'RESOLVE_CONVERSATION',
+      },
+      {
+        key: 'send_webhook_event',
+        name: 'Send Webhook Event',
+        attributeI18nKey: 'SEND_WEBHOOK_EVENT',
       },
     ],
   },
@@ -217,13 +291,41 @@ export const AUTOMATION_ACTION_TYPES = [
   {
     key: 'assign_team',
     label: 'Assign a team',
+    inputType: 'multi_select',
   },
   {
     key: 'add_label',
     label: 'Add a label',
+    inputType: 'multi_select',
   },
   // {
   //   key: 'send_email_to_team',
   //   label: 'Send an email to team',
+  //   inputType: 'multi_select',
   // },
+  {
+    key: 'send_email_transcript',
+    label: 'Send an email transcript',
+    inputType: 'email',
+  },
+  {
+    key: 'mute_conversation',
+    label: 'Mute conversation',
+    inputType: null,
+  },
+  {
+    key: 'snooze_convresation',
+    label: 'Snooze conversation',
+    inputType: null,
+  },
+  {
+    key: 'resolve_convresation',
+    label: 'Resolve conversation',
+    inputType: null,
+  },
+  {
+    key: 'send_webhook_event',
+    label: 'Send Webhook Event',
+    inputType: 'url',
+  },
 ];

app/models/concerns/activity_message_handler.rb

@@ -10,6 +10,8 @@ module ActivityMessageHandler
   end
 
   def status_change_activity(user_name)
+    return send_automation_activity if Current.executed_by.present?
+
     create_status_change_message(user_name)
   end
 
@@ -29,6 +31,11 @@ module ActivityMessageHandler
     ::Conversations::ActivityMessageJob.perform_later(self, activity_message_params(content)) if content
   end
 
+  def send_automation_activity
+    content = I18n.t("conversations.activity.status.#{status}", user_name: 'Automation System')
+    ::Conversations::ActivityMessageJob.perform_later(self, activity_message_params(content)) if content
+  end
+
   def create_label_added(user_name, labels = [])
     return unless labels.size.positive?
 

app/services/automation_rules/action_service.rb

@@ -21,21 +21,27 @@ class AutomationRules::ActionService
 
   private
 
-  def send_email_transcript(email)
-    ConversationReplyMailer.with(account: conversation.account).conversation_transcript(@conversation, email)&.deliver_later
+  def send_email_transcript(emails)
+    emails.each do |email|
+      ConversationReplyMailer.with(account: @conversation.account).conversation_transcript(@conversation, email)&.deliver_later
+    end
   end
 
   def mute_conversation(_params)
     @conversation.mute!
   end
 
+  def snooze_conversation(_params)
+    @conversation.ensure_snooze_until_reset
+  end
+
   def change_status(status)
     @conversation.update!(status: status[0])
   end
 
-  def send_webhook_events(webhook_url)
+  def send_webhook_event(webhook_url)
     payload = @conversation.webhook_data.merge(event: "automation_event: #{@rule.event_name}")
-    WebhookJob.perform_later(webhook_url, payload)
+    WebhookJob.perform_later(webhook_url[0], payload)
   end
 
   def send_message(message)

app/services/filter_service.rb

@@ -28,7 +28,7 @@ class FilterService
       @filter_values["value_#{current_index}"] = filter_values(query_hash)
       equals_to_filter_string(query_hash[:filter_operator], current_index)
     when 'contains', 'does_not_contain'
-      @filter_values["value_#{current_index}"] = "%#{filter_values(query_hash)}%"
+      @filter_values["value_#{current_index}"] = "%#{string_filter_values(query_hash)}%"
       like_filter_string(query_hash[:filter_operator], current_index)
     when 'is_present'
       @filter_values["value_#{current_index}"] = 'IS NOT NULL'
@@ -57,6 +57,12 @@ class FilterService
     end
   end
 
+  def string_filter_values(query_hash)
+    return query_hash['values'][0] if query_hash['values'].is_a?(Array)
+
+    query_hash['values']
+  end
+
   def lt_gt_filter_values(query_hash)
     attribute_key = query_hash[:attribute_key]
     attribute_type = custom_attribute(attribute_key).try(:attribute_display_type)

spec/listeners/automation_rule_listener_spec.rb

@@ -31,7 +31,7 @@ describe AutomationRuleListener do
                                         },
                                         { 'action_name' => 'assign_team', 'action_params' => [team.id] },
                                         { 'action_name' => 'add_label', 'action_params' => %w[support priority_customer] },
-                                        { 'action_name' => 'send_webhook_events', 'action_params' => 'https://www.example.com' },
+                                        { 'action_name' => 'send_webhook_event', 'action_params' => ['https://www.example.com'] },
                                         { 'action_name' => 'assign_best_agent', 'action_params' => [user_1.id] },
                                         { 'action_name' => 'send_email_transcript', 'action_params' => 'new_agent@example.com' },
                                         { 'action_name' => 'mute_conversation', 'action_params' => nil },