9b3f0029a4
2 Commits
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Vinay Keerthi
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1fbdd68222
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feat: Add company auto-association for contacts (CW-5726 Part 2) (#12711)
## Description Implements real-time company auto-association for contacts based on email domains. This is **Part 2** of the company model production rollout (CW-5726). **Task:** - When a contact is created with a business email, automatically create and associate a company from the email domain - When a contact is updated with an email for the first time (email was previously nil), associate with a company - Preserve existing company associations when email changes to avoid user confusion - Skip free email providers and disposable domains **Dependencies:** ⚠️ Requires PR #12657 (Part 1: Backfill migration) to be merged first **Linear ticket:** [CW-5726](https://linear.app/chatwoot/issue/CW-5726/company-model-setting-it-up-on-production) ## Type of change - [x] New feature (non-breaking change which adds functionality) ## How Has This Been Tested? - Service specs: Tests business email detection, company creation, association logic, edge cases (existing companies, free emails, nil emails) - Integration specs: Tests full callback flow for contact create/update scenarios - All tests passing: 10 examples, 0 failures - RuboCop: 0 offenses ## 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 - [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 (PR #12657 pending) --------- Co-authored-by: Sojan Jose <sojan@pepalo.com> |
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Vinay Keerthi
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ef54f07d5b
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feat: Add company backfill migration for existing contacts (Part 1) (#12657)
## Description Implements company backfill migration infrastructure for existing contacts. This is **Part 1 of 2** for the company model production rollout as described in [CW-5726](https://linear.app/chatwoot/issue/CW-5726/company-model-setting-it-up-on-production). Creates jobs and services to associate existing contacts with companies based on their email domains, filtering out free email providers (gmail, yahoo, etc.) and disposable addresses. **What's included:** - Business email detector service with ValidEmail2 (uses `disposable_domain?` to avoid DNS lookups) - Per-account batch job to process contacts for one account - Orchestrator job to iterate all accounts - Rake task: `bundle exec rake companies:backfill` ~~*NOTE*: I'm using a hard-coded approach to determine if something is a "business" email by filtering out emails that are usually personal. I've also added domains that are common to some of our customers' regions. This should be simpler. I looked into `Valid_Email2` and I couldn't find anything to dictate whether an email is a personal email or a business one. I don't think the approach used in the frontend is valid here.~~ UPDATE: Using `email_provider_info` gem instead. **Pending - Part 2 (separate PR):** Real-time company creation for new contacts ## Type of change - [x] New feature (non-breaking change which adds functionality) ## How Has This Been Tested? ```bash # Run all new tests bundle exec rspec spec/enterprise/services/companies/business_email_detector_service_spec.rb \\ spec/enterprise/jobs/migration/company_account_batch_job_spec.rb \\ spec/enterprise/jobs/migration/company_backfill_job_spec.rb # Run RuboCop bundle exec rubocop enterprise/app/services/companies/business_email_detector_service.rb \\ enterprise/app/jobs/migration/company_account_batch_job.rb \\ enterprise/app/jobs/migration/company_backfill_job.rb \\ lib/tasks/companies.rake ``` **Performance optimization:** - Uses `disposable_domain?` instead of `disposable?` to avoid DNS MX lookups (discovered via tcpdump analysis - `disposable?` was making network calls for every email, causing 100x slowdown) ## 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: Sojan Jose <sojan@pepalo.com> |