feat(search): index csat surveys

docs/CHATWOOT_PARITY_DEVELOPMENT_PLAN.md

@@ -49,11 +49,11 @@ Hermes task landing checklist:
 
 ## Current Baseline
 
-- Current tracking checkpoint: 2026-06-07 P5.3h provider webhook search indexing, prepared as `feat(search): index provider webhooks`.
-- Latest implementation checkpoint: this checkpoint, prepared as `feat(search): index provider webhooks`.
-- Latest documentation/tooling checkpoint: this tracker update records Meilisearch reindex fan-out after provider webhook incoming message persistence and delivery/read status mutations.
+- Current tracking checkpoint: 2026-06-07 P5.3i CSAT survey search indexing, prepared as `feat(search): index csat surveys`.
+- Latest implementation checkpoint: this checkpoint, prepared as `feat(search): index csat surveys`.
+- Latest documentation/tooling checkpoint: this tracker update records Meilisearch reindex fan-out after CSAT survey message creation and submitted-value updates.
 - Plan landing status: complete for the current known Hermes plans and user-confirmed scope. Future work should update this file directly instead of opening a parallel tracker.
-- Worktree status at this implementation checkpoint: provider webhook persistence now synchronizes Meilisearch after incoming contact/conversation/message creates or updates, queued incoming webhook replay, direct provider message-status updates, and queued contact-wide delivery/read status updates. This retains P5.3g message delivery indexing, P5.3f automation action indexing, P5.3e conversation maintenance indexing, P5.3d conversation bulk-action indexing, P5.3c contact label search indexing, P3.103 contact bulk-action parity, and prior checkpoints. Live API/browser/enterprise smoke still needs the full PostgreSQL/Redis/Meilisearch/GoChat/Vite/Chrome stack.
+- Worktree status at this implementation checkpoint: CSAT survey sends and customer submissions now synchronize Meilisearch message and conversation documents from the public service, resolved-conversation listener, durable `csat:survey_send` replay, and `message.updated` CSAT submission path. This retains P5.3h provider webhook indexing, P5.3g message delivery indexing, P5.3f automation action indexing, P5.3e conversation maintenance indexing, P5.3d conversation bulk-action indexing, P5.3c contact label search indexing, P3.103 contact bulk-action parity, and prior checkpoints. Live API/browser/enterprise smoke still needs the full PostgreSQL/Redis/Meilisearch/GoChat/Vite/Chrome stack.
 - Next executable implementation checkpoint: continue Phase 2/3 drift audit for the next reused-frontend mismatch, or run B12 live smoke when the full PostgreSQL/Redis/Meilisearch/GoChat/Vite/Chrome stack is available. Re-run Phase 6 placeholder audit after future route/smoke changes.
 - `go test ./...` passes when run outside the restricted socket sandbox for the latest implementation baseline; the latest docs/tooling checkpoint verified `scripts/parity_frontend_smoke.sh --check` with workspace-local temp/cache dirs after `/tmp` was full.
 - Route dump succeeds with `972` registered routes after enterprise account route tracking.
@@ -156,6 +156,7 @@ This table is the shortest authoritative handoff view. If an older lower section
 
 | Priority | Workstream | Current state | Next checkpoint | Commit close rule |
 | --- | --- | --- | --- | --- |
+| 0 | P5.3i CSAT survey search indexing | Implemented for Meilisearch CSAT parity: `CsatSurveyService` reindexes CSAT survey messages and parent conversations after resolved-conversation survey creation and public survey submission; `CsatSurveyListener` propagates the durable search indexer into synchronous and queued `csat:survey_send` paths and reindexes message/conversation documents after `message.updated` CSAT submitted-value processing; bootstrap wires both the public CSAT handler service and event listener to the durable search indexer. | Keep in Review; reopen from live Meilisearch gate, CSAT smoke, or a fresh CSAT mutation path that changes searchable message/conversation fields without indexing. | Focused CSAT survey service/listener search tests passed; full `go test ./...` passed outside the restricted socket sandbox; `git diff --check` passed. No route artifacts change. |
 | 0 | P5.3h provider webhook search indexing | Implemented for Meilisearch provider-webhook parity: `IncomingPersister` indexes contacts, conversations, and messages after non-duplicate incoming persistence; indexes direct and durable provider message status updates; indexes every message touched by contact-wide status/read receipts; Facebook, Telegram, WhatsApp, TikTok, LINE, and Twilio webhook handlers receive the durable search indexer from bootstrap. | Keep in Review; reopen from live Meilisearch gate, provider webhook smoke, or a fresh incoming/status mutation path that changes searchable contact/conversation/message fields without indexing. | Focused webhook persister search tests passed; full `go test ./...` passed outside the restricted socket sandbox; `git diff --check` passed. No route artifacts change. |
 | 0 | P5.3g message delivery search indexing | Implemented for Meilisearch outgoing-delivery parity: durable `message:send_reply` replay updates the search document after provider success writes `status`/`source_id` and after provider failure writes `status` plus `content_attributes.external_error`; `MessageService` now propagates its search indexer into already-registered delivery workers. | Keep in Review; reopen from live Meilisearch gate, outgoing delivery smoke, or a fresh delivery/status mutation path that changes searchable message fields without indexing. | Focused message delivery worker search tests passed; full `go test ./...` passed outside the restricted socket sandbox; `git diff --check` passed. No route artifacts change. |
 | 0 | P5.3f automation action search indexing | Implemented for Meilisearch automation/macro parity: `send_message`, `send_attachment`, and `add_private_note` index created messages plus parent conversations; status, priority, assignee, team, label, SLA, and mute actions reindex the updated conversation; mute also reindexes the blocked contact; macro worker replay and event-triggered automation/AgentBot listeners receive the durable search indexer during bootstrap. | Keep in Review; reopen from live Meilisearch gate, automation/macro smoke, or a fresh action path that mutates searchable conversation/message/contact fields without indexing. | Focused automation action/search propagation tests passed; full `go test ./...` passed outside the restricted socket sandbox; `git diff --check` passed. No route artifacts change. |
@@ -2810,3 +2811,4 @@ Verification milestone gates:
 - 2026-06-07: P5.3f automation action search-index checkpoint prepared as `feat(search): index automation actions`; audited GoChat automation, macro, AgentBot, and durable macro execution action paths against the P5.3 Meilisearch durability contract. GoChat shared action execution now reindexes created outgoing/private/attachment messages plus parent conversations, reindexes conversations after status/priority/assignment/team/label/SLA/mute mutations, reindexes contacts after mute blocks them, keeps conversation label strings current for action label changes, and wires durable search indexing into automation listeners, macro services, AgentBot rules, and macro worker replay. Focused automation action/search propagation tests passed; full `go test ./...` passed outside the restricted socket sandbox; `git diff --check` passed. No route artifacts change.
 - 2026-06-07: P5.3g message delivery search-index checkpoint prepared as `feat(search): index message delivery`; audited GoChat durable `message:send_reply` worker against the P5.3 Meilisearch durability contract. GoChat now propagates `MessageService` search indexing into message delivery runners registered before the indexer exists, and the worker reindexes messages after provider success persists `sent`/`source_id` or provider failure persists `failed`/`external_error`. Focused message delivery worker search tests passed; full `go test ./...` passed outside the restricted socket sandbox; `git diff --check` passed. No route artifacts change.
 - 2026-06-07: P5.3h provider webhook search-index checkpoint prepared as `feat(search): index provider webhooks`; audited GoChat `IncomingPersister` incoming persistence, provider message status, contact-wide read receipt jobs, and provider webhook handler bootstrap wiring against the P5.3 Meilisearch durability contract. GoChat now indexes contacts/conversations/messages after provider incoming message persistence, skips duplicate indexing, indexes durable incoming replay, indexes direct/durable provider delivery status updates, indexes every contact-wide read-receipt message mutation, and wires Facebook/Telegram/WhatsApp/TikTok/LINE/Twilio webhook handlers to the durable search indexer. Focused webhook persister search tests passed; full `go test ./...` passed outside the restricted socket sandbox; `git diff --check` passed. No route artifacts change.
+- 2026-06-07: P5.3i CSAT survey search-index checkpoint prepared as `feat(search): index csat surveys`; audited GoChat CSAT survey creation/submission mutation paths against the P5.3 Meilisearch durability contract. GoChat now reindexes CSAT survey messages and parent conversations after resolved-conversation survey sends, durable `csat:survey_send` replay, public CSAT survey submissions, and `message.updated` submitted-value processing; bootstrap wires the public CSAT survey service and CSAT event listener to the durable search indexer. Focused CSAT survey service/listener search tests passed; full `go test ./...` passed outside the restricted socket sandbox after the expected sandbox-only local socket failures; `git diff --check` passed. No route artifacts change.

internal/app/bootstrap.go

@@ -681,6 +681,7 @@ func Bootstrap(env string) (*App, error) {
 	articleService.SetSearchIndexer(searchIndexer)
 	automationRuleService.SetSearchIndexer(searchIndexer)
 	macroService.SetSearchIndexer(searchIndexer)
+	csatSurveyService.SetSearchIndexer(searchIndexer)
 	botRuleService.SetSearchIndexer(searchIndexer)
 	facebookWebhookHandler.WithSearchIndexer(searchIndexer)
 	telegramWebhookHandler.WithSearchIndexer(searchIndexer)
@@ -693,7 +694,7 @@ func Bootstrap(env string) (*App, error) {
 	channelDispatcher.Register(automation.NewAgentBotRuleListenerWithSearchIndexer(&dbProvider{db: db}, searchIndexer))
 	automation.RegisterAutomationRuleListenerWithWorkerAndSearchIndexer(channelDispatcher, &dbProvider{db: db}, workerPool, searchIndexer)
 	// M6: Register CSAT survey listener on the dispatcher for conversation.resolved events
-	channelDispatcher.Register(automation.NewCsatSurveyListenerWithWorker(&dbProvider{db: db}, workerPool))
+	channelDispatcher.Register(automation.NewCsatSurveyListenerWithWorkerAndSearchIndexer(&dbProvider{db: db}, workerPool, searchIndexer))
 
 	// Custom attribute definition + custom filter + custom attribute value services
 	customAttributeDefinitionService := service.NewCustomAttributeDefinitionService(customAttributeDefinitionRepo)

internal/automation/csat_survey_listener.go

@@ -17,8 +17,9 @@ const TaskTypeCsatSurveySend = "csat:survey_send"
 // CsatSurveyListener sends CSAT surveys when conversations are resolved.
 // Reference: Chatwoot AutomationRuleListener triggers SendCSATSurvey action on conversation.resolved
 type CsatSurveyListener struct {
-	db     DBProvider
-	worker *worker.WorkerPool
+	db            DBProvider
+	worker        *worker.WorkerPool
+	searchIndexer CsatSurveySearchIndexer
 }
 
 // NewCsatSurveyListener creates a new CsatSurveyListener.
@@ -39,6 +40,16 @@ func (l *CsatSurveyListener) SetWorkerPool(wp *worker.WorkerPool) {
 	}
 }
 
+func (l *CsatSurveyListener) SetSearchIndexer(indexer CsatSurveySearchIndexer) {
+	l.searchIndexer = indexer
+}
+
+func NewCsatSurveyListenerWithWorkerAndSearchIndexer(db DBProvider, wp *worker.WorkerPool, indexer CsatSurveySearchIndexer) *CsatSurveyListener {
+	listener := NewCsatSurveyListenerWithWorker(db, wp)
+	listener.SetSearchIndexer(indexer)
+	return listener
+}
+
 // Name returns the listener name for registration.
 func (l *CsatSurveyListener) Name() string {
 	return "csat_survey_listener"
@@ -66,7 +77,9 @@ func (l *CsatSurveyListener) OnEvent(ctx context.Context, event *channel.Channel
 }
 
 func (l *CsatSurveyListener) sendSurvey(ctx context.Context, conversationID uint) error {
-	message, err := NewCsatSurveyService(l.db).SendSurveyForConversationID(ctx, conversationID)
+	service := NewCsatSurveyService(l.db)
+	service.SetSearchIndexer(l.searchIndexer)
+	message, err := service.SendSurveyForConversationID(ctx, conversationID)
 	if err != nil {
 		applogger.L().Errorf("csat_survey_listener: failed to send CSAT survey for conversation %d: %v", conversationID, err)
 		return err
@@ -117,7 +130,13 @@ func (l *CsatSurveyListener) onMessageUpdated(ctx context.Context, event *channe
 		return nil
 	}
 	_, err := ApplyCsatSubmission(ctx, l.db.DB(), &message, &conversation, submittedValues)
-	return err
+	if err != nil {
+		return err
+	}
+	service := NewCsatSurveyService(l.db)
+	service.SetSearchIndexer(l.searchIndexer)
+	service.indexCsatSearchDocuments(ctx, &message, &conversation)
+	return nil
 }
 
 func eventUint(event *channel.ChannelEvent, key string) (uint, bool) {

internal/automation/csat_survey_listener_test.go

@@ -18,7 +18,9 @@ func TestCsatSurveyListener_ResolvedConversationSendsOneSurveyMessage(t *testing
 	db := dbProvider.DB()
 	accountID, _ := seedTestAccount(db, t)
 	conversation := seedCsatListenerConversation(t, db, accountID, true)
+	indexer := &recordingActionSearchIndexer{}
 	listener := NewCsatSurveyListener(dbProvider)
+	listener.SetSearchIndexer(indexer)
 	event := &channel.ChannelEvent{Type: channel.EventConversationResolved, ConversationID: conversation.ID}
 
 	if err := listener.OnEvent(context.Background(), event); err != nil {
@@ -56,6 +58,12 @@ func TestCsatSurveyListener_ResolvedConversationSendsOneSurveyMessage(t *testing
 	if responseCount != 0 {
 		t.Fatalf("expected no response before customer submits rating, got %d", responseCount)
 	}
+	if len(indexer.messages) != 1 || indexer.messages[0].ID != messages[0].ID {
+		t.Fatalf("expected one indexed CSAT message %d, got %#v", messages[0].ID, indexer.messages)
+	}
+	if len(indexer.conversations) != 1 || indexer.conversations[0].ID != conversation.ID {
+		t.Fatalf("expected one indexed CSAT conversation %d, got %#v", conversation.ID, indexer.conversations)
+	}
 }
 
 func TestCsatSurveyListener_ResolvedConversationSkipsDisabledInbox(t *testing.T) {
@@ -85,7 +93,9 @@ func TestCsatSurveyListener_ResolvedConversationQueuesDurableSurveySend(t *testi
 	accountID, _ := seedTestAccount(db, t)
 	conversation := seedCsatListenerConversation(t, db, accountID, true)
 	wp := worker.NewWorkerPoolWithOptions(db, worker.WithNow(func() time.Time { return time.Date(2026, 6, 5, 13, 30, 0, 0, time.UTC) }))
+	indexer := &recordingActionSearchIndexer{}
 	listener := NewCsatSurveyListenerWithWorker(dbProvider, wp)
+	listener.SetSearchIndexer(indexer)
 	event := &channel.ChannelEvent{Type: channel.EventConversationResolved, ConversationID: conversation.ID}
 
 	if err := listener.OnEvent(context.Background(), event); err != nil {
@@ -119,6 +129,12 @@ func TestCsatSurveyListener_ResolvedConversationQueuesDurableSurveySend(t *testi
 	if messageCount != 1 {
 		t.Fatalf("expected one durable csat message, got %d", messageCount)
 	}
+	if len(indexer.messages) != 1 {
+		t.Fatalf("expected durable CSAT replay to index one message, got %d", len(indexer.messages))
+	}
+	if len(indexer.conversations) != 1 || indexer.conversations[0].ID != conversation.ID {
+		t.Fatalf("expected durable CSAT replay to index conversation %d, got %#v", conversation.ID, indexer.conversations)
+	}
 }
 
 func TestCsatSurveyListener_MessageUpdatedBuildsResponse(t *testing.T) {
@@ -144,7 +160,9 @@ func TestCsatSurveyListener_MessageUpdatedBuildsResponse(t *testing.T) {
 	if err := db.Create(message).Error; err != nil {
 		t.Fatalf("failed to create message: %v", err)
 	}
+	indexer := &recordingActionSearchIndexer{}
 	listener := NewCsatSurveyListener(dbProvider)
+	listener.SetSearchIndexer(indexer)
 	event := &channel.ChannelEvent{Type: channel.EventMessageUpdated, Data: map[string]any{"message_id": message.ID}}
 
 	if err := listener.OnEvent(context.Background(), event); err != nil {
@@ -161,6 +179,12 @@ func TestCsatSurveyListener_MessageUpdatedBuildsResponse(t *testing.T) {
 	if response.AssignedAgentID == nil || *response.AssignedAgentID != userID {
 		t.Fatalf("expected assigned agent %d, got %v", userID, response.AssignedAgentID)
 	}
+	if len(indexer.messages) != 1 || indexer.messages[0].ID != message.ID {
+		t.Fatalf("expected updated CSAT message %d to be indexed, got %#v", message.ID, indexer.messages)
+	}
+	if len(indexer.conversations) != 1 || indexer.conversations[0].ID != conversation.ID {
+		t.Fatalf("expected updated CSAT conversation %d to be indexed, got %#v", conversation.ID, indexer.conversations)
+	}
 }
 
 func seedCsatListenerConversation(t *testing.T, db *gorm.DB, accountID uint, csatEnabled bool) *model.Conversation {

internal/automation/csat_survey_service.go

@@ -10,6 +10,7 @@ import (
 	"time"
 
 	"github.com/gochat/gochat/internal/model"
+	applogger "github.com/gochat/gochat/pkg/logger"
 	"gorm.io/datatypes"
 	"gorm.io/gorm"
 )
@@ -17,7 +18,15 @@ import (
 // CsatSurveyService provides CRUD + metrics for CSAT survey responses.
 // Reference: Chatwoot CsatSurveys::ResponseBuilder + CsatSurveyResponse API
 type CsatSurveyService struct {
-	db DBProvider
+	db            DBProvider
+	searchIndexer CsatSurveySearchIndexer
+}
+
+// CsatSurveySearchIndexer is the narrow Meilisearch synchronization boundary
+// needed by CSAT survey message creation and submission updates.
+type CsatSurveySearchIndexer interface {
+	IndexConversation(ctx context.Context, conversation *model.Conversation) error
+	IndexMessage(ctx context.Context, message *model.Message) error
 }
 
 // NewCsatSurveyService creates a new CsatSurveyService.
@@ -25,6 +34,10 @@ func NewCsatSurveyService(db DBProvider) *CsatSurveyService {
 	return &CsatSurveyService{db: db}
 }
 
+func (s *CsatSurveyService) SetSearchIndexer(indexer CsatSurveySearchIndexer) {
+	s.searchIndexer = indexer
+}
+
 // Ready reports whether the service has a DB provider configured.
 func (s *CsatSurveyService) Ready() bool {
 	return s != nil && s.db != nil
@@ -118,6 +131,7 @@ func (s *CsatSurveyService) SubmitPublicSurveyByConversationUUID(ctx context.Con
 	if _, err := ApplyCsatSubmission(ctx, s.db.DB(), message, conversation, submittedValues); err != nil {
 		return nil, err
 	}
+	s.indexCsatSearchDocuments(ctx, message, conversation)
 	return s.publicCsatPayload(ctx, message, conversation, inbox, account)
 }
 
@@ -179,9 +193,26 @@ func (s *CsatSurveyService) SendSurveyForConversation(ctx context.Context, conve
 	if err := s.db.DB().WithContext(ctx).Create(message).Error; err != nil {
 		return nil, err
 	}
+	s.indexCsatSearchDocuments(ctx, message, conversation)
 	return message, nil
 }
 
+func (s *CsatSurveyService) indexCsatSearchDocuments(ctx context.Context, message *model.Message, conversation *model.Conversation) {
+	if s.searchIndexer == nil {
+		return
+	}
+	if message != nil {
+		if err := s.searchIndexer.IndexMessage(ctx, message); err != nil {
+			applogger.L().Warnf("search index sync failed for csat message %d: %v", message.ID, err)
+		}
+	}
+	if conversation != nil {
+		if err := s.searchIndexer.IndexConversation(ctx, conversation); err != nil {
+			applogger.L().Warnf("search index sync failed for csat conversation %d: %v", conversation.ID, err)
+		}
+	}
+}
+
 // ListByAccount retrieves CSAT survey responses for an account with optional filters.
 func (s *CsatSurveyService) ListByAccount(ctx context.Context, accountID uint, filter CsatListFilter) ([]CsatSurveyResponse, int, error) {
 	var responses []CsatSurveyResponse

internal/automation/csat_survey_service_test.go

@@ -2,7 +2,11 @@ package automation
 
 import (
 	"context"
+	"encoding/json"
 	"testing"
+
+	"github.com/gochat/gochat/internal/model"
+	"gorm.io/datatypes"
 )
 
 func TestCsatSurveyService_Create(t *testing.T) {
@@ -305,3 +309,51 @@ func TestCsatSurveyService_Metrics(t *testing.T) {
 		t.Fatalf("expected distribution {1:1, 3:1, 5:1}, got %v", metrics.RatingsCount)
 	}
 }
+
+func TestCsatSurveyService_SubmitPublicSurveyIndexesUpdatedMessage(t *testing.T) {
+	dbProvider := setupAutomationTestDBProvider(t)
+	db := dbProvider.DB()
+	accountID, _ := seedTestAccount(db, t)
+	conversation := seedCsatListenerConversation(t, db, accountID, true)
+	conversation.UUID = "public-csat-search-index"
+	if err := db.Save(conversation).Error; err != nil {
+		t.Fatalf("failed to set conversation uuid: %v", err)
+	}
+	message := &model.Message{
+		ConversationID:    conversation.ID,
+		AccountID:         conversation.AccountID,
+		InboxID:           conversation.InboxID,
+		Content:           "Rate this chat",
+		ContentType:       "input_csat",
+		MessageType:       "template",
+		Status:            "sent",
+		ContentAttributes: datatypes.JSON(`{}`),
+	}
+	if err := db.Create(message).Error; err != nil {
+		t.Fatalf("failed to create CSAT message: %v", err)
+	}
+	indexer := &recordingActionSearchIndexer{}
+	svc := NewCsatSurveyService(dbProvider)
+	svc.SetSearchIndexer(indexer)
+
+	_, err := svc.SubmitPublicSurveyByConversationUUID(context.Background(), conversation.UUID, map[string]any{
+		"csat_survey_response": map[string]any{"rating": 4, "feedback_message": "Helpful"},
+	})
+	if err != nil {
+		t.Fatalf("submit public survey: %v", err)
+	}
+
+	if len(indexer.messages) != 1 || indexer.messages[0].ID != message.ID {
+		t.Fatalf("expected submitted CSAT message %d to be indexed, got %#v", message.ID, indexer.messages)
+	}
+	var attrs map[string]any
+	if err := json.Unmarshal(indexer.messages[0].ContentAttributes, &attrs); err != nil {
+		t.Fatalf("decode indexed message attributes: %v", err)
+	}
+	if _, ok := attrs["submitted_values"]; !ok {
+		t.Fatalf("expected indexed CSAT message to include submitted_values, got %#v", attrs)
+	}
+	if len(indexer.conversations) != 1 || indexer.conversations[0].ID != conversation.ID {
+		t.Fatalf("expected submitted CSAT conversation %d to be indexed, got %#v", conversation.ID, indexer.conversations)
+	}
+}