Merge pull request #67 from Hexastack/48-request-context-vars-permanent-option

Add permanent option context var

api/src/chat/controllers/context-var.controller.spec.ts

@@ -100,6 +100,7 @@ describe('ContextVarController', () => {
       const contextVarCreateDto: ContextVarCreateDto = {
         label: 'contextVarLabel2',
         name: 'test_add',
+        permanent: false,
       };
       const result = await contextVarController.create(contextVarCreateDto);
 

api/src/chat/dto/context-var.dto.ts

@@ -8,7 +8,7 @@
  */
 
 import { ApiProperty, PartialType } from '@nestjs/swagger';
-import { IsNotEmpty, IsString } from 'class-validator';
+import { IsBoolean, IsNotEmpty, IsOptional, IsString } from 'class-validator';
 
 export class ContextVarCreateDto {
   @ApiProperty({ description: 'Context var label', type: String })
@@ -20,6 +20,11 @@ export class ContextVarCreateDto {
   @IsNotEmpty()
   @IsString()
   name: string;
+
+  @ApiProperty({ description: 'Is context var permanent', type: Boolean })
+  @IsOptional()
+  @IsBoolean()
+  permanent?: boolean;
 }
 
 export class ContextVarUpdateDto extends PartialType(ContextVarCreateDto) {}

api/src/chat/schemas/context-var.schema.ts

@@ -28,6 +28,17 @@ export class ContextVar extends BaseSchema {
     match: /^[a-z_0-9]+$/,
   })
   name: string;
+
+  /**
+   * The permanent attribute allows the chatbot to know where to store the context variable.
+   * If the context variable is not permanent, it will be stored in the converation context, which is temporary.
+   * If the context variable is permanent, it will be stored in the subscriber context, which is permanent.
+   */
+  @Prop({
+    type: Boolean,
+    default: false,
+  })
+  permanent?: boolean;
 }
 
 export const ContextVarModel: ModelDefinition = {

api/src/chat/schemas/subscriber.schema.ts

@@ -19,6 +19,7 @@ import { TFilterPopulateFields } from '@/utils/types/filter.types';
 
 import { Label } from './label.schema';
 import { ChannelData } from './types/channel';
+import { SubscriberContext } from './types/subscriberContext';
 
 @Schema({ timestamps: true })
 export class SubscriberStub extends BaseSchema {
@@ -107,6 +108,12 @@ export class SubscriberStub extends BaseSchema {
     default: null,
   })
   avatar?: unknown;
+
+  @Prop({
+    type: Object,
+    default: { vars: {} }, //TODO: add this to the migration
+  })
+  context?: SubscriberContext;
 }
 
 @Schema({ timestamps: true })

api/src/chat/schemas/types/subscriberContext.ts

@@ -0,0 +1,3 @@
+export interface SubscriberContext {
+  [key: string]: any;
+}

api/src/chat/services/block.service.spec.ts

@@ -52,6 +52,7 @@ import {
   contextBlankInstance,
   contextEmailVarInstance,
   contextGetStartedInstance,
+  subscriberContextBlankInstance,
 } from '@/utils/test/mocks/conversation';
 import { nlpEntitiesGreeting } from '@/utils/test/mocks/nlp';
 import {
@@ -69,6 +70,7 @@ import { LabelModel } from '../schemas/label.schema';
 import { FileType } from '../schemas/types/attachment';
 import { Context } from '../schemas/types/context';
 import { PayloadType, StdOutgoingListMessage } from '../schemas/types/message';
+import { SubscriberContext } from '../schemas/types/subscriberContext';
 
 describe('BlockService', () => {
   let blockRepository: BlockRepository;
@@ -436,6 +438,7 @@ describe('BlockService', () => {
           ...contextBlankInstance,
           skip: { [blockProductListMock.id]: 0 },
         },
+        subscriberContextBlankInstance,
         false,
         'conv_id',
       );
@@ -469,6 +472,7 @@ describe('BlockService', () => {
           ...contextBlankInstance,
           skip: { [blockProductListMock.id]: 2 },
         },
+        subscriberContextBlankInstance,
         false,
         'conv_id',
       );
@@ -513,9 +517,20 @@ describe('BlockService', () => {
       skip: { '1': 0 },
       attempt: 0,
     };
+    const subscriberContext: SubscriberContext = {
+      ...subscriberContextBlankInstance,
+      vars: {
+        phone: '123456789',
+      },
+    };
 
     it('should process empty text', () => {
-      const result = blockService.processText('', context, settings);
+      const result = blockService.processText(
+        '',
+        context,
+        subscriberContext,
+        settings,
+      );
       expect(result).toEqual('');
     });
 
@@ -524,6 +539,7 @@ describe('BlockService', () => {
       const result = blockService.processText(
         translation.en,
         context,
+        subscriberContext,
         settings,
       );
       expect(result).toEqual(translation.fr);
@@ -533,6 +549,7 @@ describe('BlockService', () => {
       const result = blockService.processText(
         '{context.user.first_name} {context.user.last_name}, email : {context.vars.email}',
         contextEmailVarInstance,
+        subscriberContext,
         settings,
       );
       expect(result).toEqual('John Doe, email : email@example.com');
@@ -540,17 +557,19 @@ describe('BlockService', () => {
 
     it('should process text replacements with context vars', () => {
       const result = blockService.processText(
-        '{context.user.first_name} {context.user.last_name}, email : {context.vars.email}',
+        '{context.user.first_name} {context.user.last_name}, phone : {context.vars.phone}',
         contextEmailVarInstance,
+        subscriberContext,
         settings,
       );
-      expect(result).toEqual('John Doe, email : email@example.com');
+      expect(result).toEqual('John Doe, phone : 123456789');
     });
 
     it('should process text replacements with settings contact infos', () => {
       const result = blockService.processText(
         'Trying the settings : the name of company is <<{contact.company_name}>>',
         contextBlankInstance,
+        subscriberContext,
         settings,
       );
       expect(result).toEqual(

api/src/chat/services/block.service.ts

@@ -34,6 +34,7 @@ import {
 } from '../schemas/types/message';
 import { NlpPattern, Pattern, PayloadPattern } from '../schemas/types/pattern';
 import { Payload, StdQuickReply } from '../schemas/types/quick-reply';
+import { SubscriberContext } from '../schemas/types/subscriberContext';
 
 @Injectable()
 export class BlockService extends BaseService<Block, BlockPopulate, BlockFull> {
@@ -300,22 +301,19 @@ export class BlockService extends BaseService<Block, BlockPopulate, BlockFull> {
   processTokenReplacements(
     text: string,
     context: Context,
+    subscriberContext: SubscriberContext,
     settings: Settings,
   ): string {
+    const vars = { ...subscriberContext.vars, ...context.vars };
     // Replace context tokens with their values
-    Object.keys(context.vars || {}).forEach((key) => {
-      if (
-        typeof context.vars[key] === 'string' &&
-        context.vars[key].indexOf(':') !== -1
-      ) {
-        const tmp = context.vars[key].split(':');
-        context.vars[key] = tmp[1];
+    Object.keys(vars).forEach((key) => {
+      if (typeof vars[key] === 'string' && vars[key].indexOf(':') !== -1) {
+        const tmp = vars[key].split(':');
+        vars[key] = tmp[1];
       }
       text = text.replace(
         '{context.vars.' + key + '}',
-        typeof context.vars[key] === 'string'
-          ? context.vars[key]
-          : JSON.stringify(context.vars[key]),
+        typeof vars[key] === 'string' ? vars[key] : JSON.stringify(vars[key]),
       );
     });
 
@@ -367,14 +365,24 @@ export class BlockService extends BaseService<Block, BlockPopulate, BlockFull> {
    *
    * @returns The text message translated and tokens being replaces with values
    */
-  processText(text: string, context: Context, settings: Settings): string {
+  processText(
+    text: string,
+    context: Context,
+    subscriberContext: SubscriberContext,
+    settings: Settings,
+  ): string {
     // Translate
     text = this.i18n.t(text, {
       lang: context.user.language,
       defaultValue: text,
     });
     // Replace context tokens
-    text = this.processTokenReplacements(text, context, settings);
+    text = this.processTokenReplacements(
+      text,
+      context,
+      subscriberContext,
+      settings,
+    );
     return text;
   }
 
@@ -421,6 +429,7 @@ export class BlockService extends BaseService<Block, BlockPopulate, BlockFull> {
   async processMessage(
     block: Block | BlockFull,
     context: Context,
+    subscriberContext: SubscriberContext,
     fallback = false,
     conversationId?: string,
   ): Promise<StdOutgoingEnvelope> {
@@ -438,6 +447,7 @@ export class BlockService extends BaseService<Block, BlockPopulate, BlockFull> {
       const text = this.processText(
         this.getRandom(blockMessage),
         context,
+        subscriberContext,
         settings,
       );
       const envelope: StdOutgoingEnvelope = {
@@ -454,12 +464,22 @@ export class BlockService extends BaseService<Block, BlockPopulate, BlockFull> {
         const envelope: StdOutgoingEnvelope = {
           format: OutgoingMessageFormat.quickReplies,
           message: {
-            text: this.processText(blockMessage.text, context, settings),
+            text: this.processText(
+              blockMessage.text,
+              context,
+              subscriberContext,
+              settings,
+            ),
             quickReplies: blockMessage.quickReplies.map((qr: StdQuickReply) => {
               return qr.title
                 ? {
                     ...qr,
-                    title: this.processText(qr.title, context, settings),
+                    title: this.processText(
+                      qr.title,
+                      context,
+                      subscriberContext,
+                      settings,
+                    ),
                   }
                 : qr;
             }),
@@ -474,12 +494,22 @@ export class BlockService extends BaseService<Block, BlockPopulate, BlockFull> {
         const envelope: StdOutgoingEnvelope = {
           format: OutgoingMessageFormat.buttons,
           message: {
-            text: this.processText(blockMessage.text, context, settings),
+            text: this.processText(
+              blockMessage.text,
+              context,
+              subscriberContext,
+              settings,
+            ),
             buttons: blockMessage.buttons.map((btn) => {
               return btn.title
                 ? {
                     ...btn,
-                    title: this.processText(btn.title, context, settings),
+                    title: this.processText(
+                      btn.title,
+                      context,
+                      subscriberContext,
+                      settings,
+                    ),
                   }
                 : btn;
             }),

api/src/chat/services/bot.service.spec.ts

@@ -62,15 +62,18 @@ import { CategoryRepository } from './../repositories/category.repository';
 import { BlockService } from './block.service';
 import { BotService } from './bot.service';
 import { CategoryService } from './category.service';
+import { ContextVarService } from './context-var.service';
 import { ConversationService } from './conversation.service';
 import { MessageService } from './message.service';
 import { SubscriberService } from './subscriber.service';
 import { BlockRepository } from '../repositories/block.repository';
+import { ContextVarRepository } from '../repositories/context-var.repository';
 import { ConversationRepository } from '../repositories/conversation.repository';
 import { MessageRepository } from '../repositories/message.repository';
 import { SubscriberRepository } from '../repositories/subscriber.repository';
 import { BlockFull, BlockModel } from '../schemas/block.schema';
 import { CategoryModel } from '../schemas/category.schema';
+import { ContextVarModel } from '../schemas/context-var.schema';
 import {
   Conversation,
   ConversationFull,
@@ -110,6 +113,7 @@ describe('BlockService', () => {
           NlpEntityModel,
           NlpSampleEntityModel,
           NlpSampleModel,
+          ContextVarModel,
           LanguageModel,
         ]),
       ],
@@ -148,6 +152,8 @@ describe('BlockService', () => {
         NlpSampleEntityService,
         NlpSampleService,
         NlpService,
+        ContextVarService,
+        ContextVarRepository,
         LanguageService,
         {
           provide: PluginService,

api/src/chat/services/bot.service.ts

@@ -70,10 +70,12 @@ export class BotService {
       event.getSenderForeignId(),
     );
     // Process message : Replace tokens with context data and then send the message
+    const recipient = event.getSender();
     const envelope: StdOutgoingEnvelope =
       await this.blockService.processMessage(
         block,
         context,
+        recipient.context,
         fallback,
         conservationId,
       );
@@ -87,7 +89,6 @@ export class BotService {
     this.eventEmitter.emit('hook:stats:entry', 'all_messages', 'All Messages');
 
     // Trigger sent message event
-    const recipient = event.getSender();
     const sentMessage: MessageCreateDto = {
       mid: response && 'mid' in response ? response.mid : '',
       message: envelope.message,

api/src/chat/services/context-var.service.ts

@@ -12,6 +12,7 @@ import { Injectable } from '@nestjs/common';
 import { BaseService } from '@/utils/generics/base-service';
 
 import { ContextVarRepository } from '../repositories/context-var.repository';
+import { Block, BlockFull } from '../schemas/block.schema';
 import { ContextVar } from '../schemas/context-var.schema';
 
 @Injectable()
@@ -19,4 +20,22 @@ export class ContextVarService extends BaseService<ContextVar> {
   constructor(readonly repository: ContextVarRepository) {
     super(repository);
   }
+
+  /**
+   * Retrieves a mapping of context variable names to their corresponding `ContextVar` objects for a given block.
+   *
+   * @param {Block | BlockFull} block - The block containing the capture variables to retrieve context variables for.
+   * @returns {Promise<Record<string, ContextVar>>} A promise that resolves to a record mapping context variable names to `ContextVar` objects.
+   */
+  async getContextVarsByBlock(
+    block: Block | BlockFull,
+  ): Promise<Record<string, ContextVar>> {
+    const vars = await this.find({
+      name: { $in: block.capture_vars.map(({ context_var }) => context_var) },
+    });
+    return vars.reduce((acc, cv) => {
+      acc[cv.name] = cv;
+      return acc;
+    }, {});
+  }
 }

api/src/chat/services/conversation.service.ts

@@ -7,13 +7,15 @@
  * 3. SaaS Restriction: This software, or any derivative of it, may not be used to offer a competing product or service (SaaS) without prior written consent from Hexastack. Offering the software as a service or using it in a commercial cloud environment without express permission is strictly prohibited.
  */
 
-import { Injectable } from '@nestjs/common';
+import { Injectable, Logger } from '@nestjs/common';
 import { FilterQuery } from 'mongoose';
 
 import EventWrapper from '@/channel/lib/EventWrapper';
 import { LoggerService } from '@/logger/logger.service';
 import { BaseService } from '@/utils/generics/base-service';
 
+import { ContextVarService } from './context-var.service';
+import { SubscriberService } from './subscriber.service';
 import { VIEW_MORE_PAYLOAD } from '../helpers/constants';
 import { ConversationRepository } from '../repositories/conversation.repository';
 import { Block, BlockFull } from '../schemas/block.schema';
@@ -34,6 +36,8 @@ export class ConversationService extends BaseService<
   constructor(
     readonly repository: ConversationRepository,
     private readonly logger: LoggerService,
+    private readonly contextVarService: ContextVarService,
+    private readonly subscriberService: SubscriberService,
   ) {
     super(repository);
   }
@@ -79,6 +83,7 @@ export class ConversationService extends BaseService<
     captureVars: boolean = false,
   ) {
     const msgType = event.getMessageType();
+    const profile = event.getSender();
     // Capture channel specific context data
     convo.context.channel = event.getHandler().getChannel();
     convo.context.text = event.getText();
@@ -86,6 +91,9 @@ export class ConversationService extends BaseService<
     convo.context.nlp = event.getNLP();
     convo.context.vars = convo.context.vars || {};
 
+    const contextVars =
+      await this.contextVarService.getContextVarsByBlock(next);
+
     // Capture user entry in context vars
     if (captureVars && next.capture_vars && next.capture_vars.length > 0) {
       next.capture_vars.forEach((capture) => {
@@ -121,12 +129,18 @@ export class ConversationService extends BaseService<
         contextValue =
           typeof contextValue === 'string' ? contextValue.trim() : contextValue;
 
-        convo.context.vars[capture.context_var] = contextValue;
+        if (contextVars[capture.context_var]?.permanent) {
+          Logger.debug(
+            `Adding context var to subscriber: ${capture.context_var} = ${contextValue}`,
+          );
+          profile.context.vars[capture.context_var] = contextValue;
+        } else {
+          convo.context.vars[capture.context_var] = contextValue;
+        }
       });
     }
 
     // Store user infos
-    const profile = event.getSender();
     if (profile) {
       // @ts-expect-error : id needs to remain readonly
       convo.context.user.id = profile.id;
@@ -182,6 +196,13 @@ export class ConversationService extends BaseService<
           'Conversation Model : No conversation has been updated',
         );
       }
+
+      //TODO: add check if nothing changed don't update
+
+      await this.subscriberService.updateOne(convo.sender, {
+        context: profile.context,
+      });
+
       return updatedConversation;
     } catch (err) {
       this.logger.error('Conversation Model : Unable to store context', err);

api/src/utils/test/fixtures/contextvar.ts

@@ -18,10 +18,12 @@ const contextVars: ContextVarCreateDto[] = [
   {
     label: 'test context var 1',
     name: 'test1',
+    permanent: false,
   },
   {
     label: 'test context var 2',
     name: 'test2',
+    permanent: false,
   },
 ];
 

api/src/utils/test/mocks/conversation.ts

@@ -10,6 +10,7 @@
 import { Block, BlockStub } from '@/chat/schemas/block.schema';
 import { ConversationFull } from '@/chat/schemas/conversation.schema';
 import { Context } from '@/chat/schemas/types/context';
+import { SubscriberContext } from '@/chat/schemas/types/subscriberContext';
 
 import { quickRepliesBlock, textBlock } from './block';
 import { modelInstance } from './misc';
@@ -30,6 +31,10 @@ export const contextBlankInstance: Context = {
   attempt: 1,
 };
 
+export const subscriberContextBlankInstance: SubscriberContext = {
+  vars: {},
+};
+
 export const contextEmailVarInstance: Context = {
   ...contextBlankInstance,
   vars: {

frontend/src/components/context-vars/ContextVarDialog.tsx

@@ -7,9 +7,16 @@
  * 3. SaaS Restriction: This software, or any derivative of it, may not be used to offer a competing product or service (SaaS) without prior written consent from Hexastack. Offering the software as a service or using it in a commercial cloud environment without express permission is strictly prohibited.
  */
 
-import { Dialog, DialogActions, DialogContent } from "@mui/material";
+import {
+  Dialog,
+  DialogActions,
+  DialogContent,
+  FormControlLabel,
+  FormHelperText,
+  Switch,
+} from "@mui/material";
 import { FC, useEffect } from "react";
-import { useForm } from "react-hook-form";
+import { Controller, useForm } from "react-hook-form";
 import { useTranslation } from "react-i18next";
 
 import DialogButtons from "@/app-components/buttons/DialogButtons";
@@ -58,6 +65,7 @@ export const ContextVarDialog: FC<ContextVarDialogProps> = ({
     setValue,
     handleSubmit,
     formState: { errors },
+    control,
   } = useForm<IContextVarAttributes>({
     defaultValues: { name: data?.name || "", label: data?.label || "" },
   });
@@ -129,6 +137,19 @@ export const ContextVarDialog: FC<ContextVarDialogProps> = ({
                 InputLabelProps={{ shrink: true }}
               />
             </ContentItem>
+            <ContentItem>
+              <Controller
+                name="permanent"
+                control={control}
+                render={({ field }) => (
+                  <FormControlLabel
+                    control={<Switch {...field} checked={field.value} />}
+                    label={t("label.permanent")}
+                  />
+                )}
+              />
+              <FormHelperText>{t("help.permanent")}</FormHelperText>
+            </ContentItem>
           </ContentContainer>
         </DialogContent>
         <DialogActions>

frontend/src/components/context-vars/index.tsx

@@ -9,7 +9,7 @@
 
 import { faAsterisk } from "@fortawesome/free-solid-svg-icons";
 import AddIcon from "@mui/icons-material/Add";
-import { Button, Grid, Paper } from "@mui/material";
+import { Button, Grid, Paper, Switch } from "@mui/material";
 import { GridColDef } from "@mui/x-data-grid";
 import React from "react";
 import { useTranslation } from "react-i18next";
@@ -24,6 +24,7 @@ import { renderHeader } from "@/app-components/tables/columns/renderHeader";
 import { DataGrid } from "@/app-components/tables/DataGrid";
 import { useDelete } from "@/hooks/crud/useDelete";
 import { useFind } from "@/hooks/crud/useFind";
+import { useUpdate } from "@/hooks/crud/useUpdate";
 import { getDisplayDialogs, useDialog } from "@/hooks/useDialog";
 import { useHasPermission } from "@/hooks/useHasPermission";
 import { useSearch } from "@/hooks/useSearch";
@@ -52,6 +53,14 @@ export const ContextVars = () => {
       params: searchPayload,
     },
   );
+  const { mutateAsync: updateContextVar } = useUpdate(EntityType.CONTEXT_VAR, {
+    onError: () => {
+      toast.error(t("message.internal_server_error"));
+    },
+    onSuccess() {
+      toast.success(t("message.success_save"));
+    },
+  });
   const { mutateAsync: deleteContextVar } = useDelete(EntityType.CONTEXT_VAR, {
     onError: () => {
       toast.error(t("message.internal_server_error"));
@@ -87,6 +96,27 @@ export const ContextVars = () => {
       renderHeader,
       headerAlign: "left",
     },
+    {
+      maxWidth: 120,
+      field: "permanent",
+      headerName: t("label.permanent"),
+      disableColumnMenu: true,
+      renderHeader,
+      headerAlign: "left",
+      renderCell: (params) => (
+        <Switch
+          checked={params.value}
+          color="primary"
+          inputProps={{ "aria-label": "primary checkbox" }}
+          onChange={() => {
+            updateContextVar({
+              id: params.row.id,
+              params: { permanent: !params.value },
+            });
+          }}
+        />
+      ),
+    },
     {
       maxWidth: 140,
       field: "createdAt",

frontend/src/i18n/en/translation.json

@@ -292,6 +292,7 @@
     "assign_labels": "Assign labels",
     "replacement_tokens": "Replacement Tokens",
     "built_in": "Built-in",
+    "permanent": "Permanent",
     "assign_to": "Takeover By",
     "assigned_to": "Assigned To",
     "user_first_name": "First Name",
@@ -698,7 +699,8 @@
     "supported_message_type_others": "Only generic template messages are supported.",
     "notification_type_regular": "Sound/Vibration",
     "notification_type_silent_push": "On-screen notification only",
-    "notification_type_no_push": "No notification"
+    "notification_type_no_push": "No notification",
+    "permanent": "When enabled, the variable value will be stored in the subscriber's profile and retained for future conversations."
   },
   "charts": {
     "messages": "Messages",

frontend/src/i18n/fr/translation.json

@@ -293,6 +293,7 @@
     "assign_labels": "Affecter des étiquettes",
     "replacement_tokens": "Jetons de remplacement",
     "built_in": "Intégré",
+    "permanent": "Permanent",
     "assign_to": "Assigner à",
     "assigned_to": "Assigné(e) à",
     "user_first_name": "Prénom",
@@ -696,7 +697,8 @@
     "supported_message_type_others": "Seuls les messages de modèle générique sont pris en charge.",
     "notification_type_regular": "Son/Vibration",
     "notification_type_silent_push": "Notification à l'écran uniquement",
-    "notification_type_no_push": "Aucune notification"
+    "notification_type_no_push": "Aucune notification",
+    "permanent": "Lorsqu'elle est activée, cette variable sera stockée dans le profil de l'abonné(e) et conservée pour les futures conversations."
   },
   "charts": {
     "messages": "Messages",

frontend/src/types/context-var.types.ts

@@ -14,14 +14,12 @@ import { IBaseSchema, IFormat, OmitPopulate } from "./base.types";
 export interface IContextVarAttributes {
   name: string;
   label: string;
+  permanent: boolean;
 }
 
 export interface IContextVarStub
   extends IBaseSchema,
-    OmitPopulate<IContextVarAttributes, EntityType.CONTEXT_VAR> {
-  name: string;
-  label: string;
-}
+    OmitPopulate<IContextVarAttributes, EntityType.CONTEXT_VAR> {}
 
 export interface IContextVar extends IContextVarStub, IFormat<Format.BASIC> {}