Files
chatwoot/app/javascript/dashboard/composables/useUISettings.js
Muhsin Keloth f1c9e4831b feat(stripe): view customer billing details in conversations (#15765)
Adds a read-only Stripe integration so support agents can view customer
details, subscriptions, and recent invoices directly in the conversation
sidebar without asking a teammate to look them up in Stripe.

Account administrators connect through OAuth and manage the connection
from Settings → Integrations. Super Admin controls the Stripe app
configuration. Sandbox and live connections are supported; Chatwoot's
own subscription billing is unchanged.

### Things to know

- This is an initial read-only integration. Refunds, payment actions,
and webhook-driven updates are not included.
- Customer lookup uses the conversation contact's email. When multiple
Stripe customers match, the agent selects one. Billing data is scoped to
conversations the agent can access.
- Customer matching uses Stripe Search with an exact case-insensitive
email check. Newly created or edited customers may not appear
immediately because of indexing delays. Stripe Search is unavailable to
businesses in India; this integration currently shares that limitation.
See [Stripe Search
limitations](https://docs.stripe.com/search#limitations).
- Connections reuse integration hooks, with encrypted OAuth credentials
and token refresh. No new database table is required. Active Record
encryption must be configured.
- Configure the matching OAuth installation link and developer secret in
Super Admin → Settings → Stripe. The Stripe app must allow the
installation's `/stripe/callback` URL. Each installation uses one
credential pair; changing environments requires reconnecting accounts.
- Disconnecting removes the local credentials. Uninstall the app in
Stripe to revoke provider-side access.
- The sandbox flow has been exercised locally. Live-mode behavior has
automated coverage, but live credentials, an internal live pilot,
deployment, and Marketplace publishing are deferred.

### How to test

1. Configure a sandbox OAuth link and matching developer key in Super
Admin → Settings → Stripe, with Active Record encryption enabled.
2. As an account administrator, open Settings → Integrations → Stripe
and connect a sandbox. Confirm the connected account, environment, date,
and dashboard link.
3. Create a Stripe customer whose email matches a Chatwoot contact, with
a subscription and invoices. Open that contact's conversation and expand
Stripe to see the customer, subscription status, and recent invoice
amounts, dates, and statuses.
4. Check a contact with no email, no matching customer, and multiple
matching customers. The sidebar should show the appropriate empty state
or customer selector.
Use a mixed-case email in Stripe to verify case-insensitive matching,
and edit the contact email with the sidebar open to verify it reloads
and clears the old customer selection. Allow time for Stripe's search
index to update.
5. Confirm agents cannot manage the connection or retrieve Stripe data
through an inaccessible conversation.
6. Disconnect and confirm the sidebar is no longer available.
Live-account verification is a separate rollout step and has not been
performed.

---------

Co-authored-by: Muhsin <12408980+muhsin-k@users.noreply.github.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
2026-10-06 18:10:20 +04:00

166 lines
5.8 KiB
JavaScript

import { computed } from 'vue';
import { useStore, useStoreGetters } from 'dashboard/composables/store';
import wootConstants from 'dashboard/constants/globals';
export const DEFAULT_CONVERSATION_SIDEBAR_ITEMS_ORDER = Object.freeze([
{ name: 'conversation_actions' },
{ name: 'macros' },
{ name: 'conversation_info' },
{ name: 'contact_attributes' },
{ name: 'contact_notes' },
{ name: 'shared_files' },
{ name: 'previous_conversation' },
{ name: 'conversation_participants' },
{ name: 'linear_issues' },
{ name: 'stripe_customer' },
{ name: 'shopify_orders' },
]);
export const DEFAULT_CONTACT_SIDEBAR_ITEMS_ORDER = Object.freeze([
{ name: 'contact_attributes' },
{ name: 'contact_labels' },
{ name: 'previous_conversation' },
]);
/**
* Slugifies the channel name.
* Replaces spaces, hyphens, and double colons with underscores.
* @param {string} name - The channel name to slugify.
* @returns {string} The slugified channel name.
*/
const slugifyChannel = name =>
name?.toLowerCase().replace(' ', '_').replace('-', '_').replace('::', '_');
/**
* Computes the order of items in the conversation sidebar, using defaults if not present.
* @param {Object} uiSettings - Reactive UI settings object.
* @returns {Array} Ordered list of sidebar items.
*/
const useConversationSidebarItemsOrder = uiSettings => {
return computed(() => {
const { conversation_sidebar_items_order: itemsOrder } = uiSettings.value;
// If the sidebar order is not set, use the default order.
if (!itemsOrder) {
return [...DEFAULT_CONVERSATION_SIDEBAR_ITEMS_ORDER];
}
// Create a copy of itemsOrder to avoid mutating the original store object.
const itemsOrderCopy = [...itemsOrder];
// If the sidebar order doesn't have the new elements, then add them to the list.
DEFAULT_CONVERSATION_SIDEBAR_ITEMS_ORDER.forEach(item => {
if (!itemsOrderCopy.find(i => i.name === item.name)) {
itemsOrderCopy.push(item);
}
});
return itemsOrderCopy;
});
};
/**
* Computes the order of items in the contact sidebar,using defaults if not present.
* @param {Object} uiSettings - Reactive UI settings object.
* @returns {Array} Ordered list of sidebar items.
*/
const useContactSidebarItemsOrder = uiSettings => {
return computed(() => {
const { contact_sidebar_items_order: itemsOrder } = uiSettings.value;
return itemsOrder || DEFAULT_CONTACT_SIDEBAR_ITEMS_ORDER;
});
};
/**
* Toggles the open state of a sidebar item.
* @param {string} key - The key of the sidebar item to toggle.
* @param {Object} uiSettings - Reactive UI settings object.
* @param {Function} updateUISettings - Function to update UI settings.
*/
const toggleSidebarUIState = (key, uiSettings, updateUISettings) => {
updateUISettings({ [key]: !uiSettings.value[key] });
};
/**
* Sets the signature flag for a specific channel type in the inbox settings.
* @param {string} channelType - The type of the channel.
* @param {boolean} value - The value to set for the signature enabled flag.
* @param {Function} updateUISettings - Function to update UI settings.
*/
const setSignatureFlagForInbox = (channelType, value, updateUISettings) => {
if (!channelType) return;
const slugifiedChannel = slugifyChannel(channelType);
updateUISettings({ [`${slugifiedChannel}_signature_enabled`]: value });
};
/**
* Fetches the signature flag for a specific channel type from UI settings.
* @param {string} channelType - The type of the channel.
* @param {Object} uiSettings - Reactive UI settings object.
* @returns {boolean} The value of the signature enabled flag.
*/
const fetchSignatureFlagFromUISettings = (channelType, uiSettings) => {
if (!channelType) return false;
const slugifiedChannel = slugifyChannel(channelType);
return uiSettings.value[`${slugifiedChannel}_signature_enabled`];
};
/**
* Checks if a specific editor hotkey is enabled.
* @param {string} key - The key to check.
* @param {Object} uiSettings - Reactive UI settings object.
* @returns {boolean} True if the hotkey is enabled, otherwise false.
*/
const isEditorHotKeyEnabled = (key, uiSettings) => {
const {
editor_message_key: editorMessageKey,
enter_to_send_enabled: enterToSendEnabled,
} = uiSettings.value || {};
if (!editorMessageKey) {
return key === (enterToSendEnabled ? 'enter' : 'cmd_enter');
}
return editorMessageKey === key;
};
/**
* Main composable function for managing UI settings.
* @returns {Object} An object containing reactive properties and methods for UI settings management.
*/
export function useUISettings() {
const getters = useStoreGetters();
const store = useStore();
const uiSettings = computed(() => getters.getUISettings.value);
const updateUISettings = (settings = {}) => {
store.dispatch('updateUISettings', {
uiSettings: {
...uiSettings.value,
...settings,
},
});
};
const isOnExpandedLayout = computed(() => {
const {
LAYOUT_TYPES: { CONDENSED },
} = wootConstants;
const { conversation_display_type: conversationDisplayType = CONDENSED } =
uiSettings.value;
return conversationDisplayType !== CONDENSED;
});
return {
uiSettings,
updateUISettings,
isOnExpandedLayout,
conversationSidebarItemsOrder: useConversationSidebarItemsOrder(uiSettings),
contactSidebarItemsOrder: useContactSidebarItemsOrder(uiSettings),
isContactSidebarItemOpen: key => !!uiSettings.value[key],
toggleSidebarUIState: key =>
toggleSidebarUIState(key, uiSettings, updateUISettings),
setSignatureFlagForInbox: (channelType, value) =>
setSignatureFlagForInbox(channelType, value, updateUISettings),
fetchSignatureFlagFromUISettings: channelType =>
fetchSignatureFlagFromUISettings(channelType, uiSettings),
isEditorHotKeyEnabled: key => isEditorHotKeyEnabled(key, uiSettings),
};
}