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@@ -49,11 +49,11 @@ Hermes task landing checklist:
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## Current Baseline
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- Current tracking checkpoint: 2026-06-07 P3.94 conversation toggle-priority empty-body parity, prepared as `feat(conversations): align toggle priority fallback`.
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- Latest implementation checkpoint: this checkpoint, prepared as `feat(conversations): align toggle priority fallback`.
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- Latest documentation/tooling checkpoint: this tracker update records Chatwoot conversation toggle-priority empty-body parity. No route artifacts change.
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- Current tracking checkpoint: 2026-06-07 P3.95 conversation mute contact-block parity, prepared as `feat(conversations): align mute semantics`.
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- Latest implementation checkpoint: this checkpoint, prepared as `feat(conversations): align mute semantics`.
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- Latest documentation/tooling checkpoint: this tracker update records Chatwoot conversation mute/unmute and automation `mute_conversation` contact-block parity. No route artifacts change.
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- 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.
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- Worktree status at this implementation checkpoint: account conversation `toggle_priority` now follows Chatwoot's permissive member action contract for omitted params: empty bodies no longer fail JSON binding, the endpoint returns empty `200 OK`, and the local no-priority sentinel is persisted through the existing priority service. This retains P3.93 conversation toggle-status fallback parity, P3.92 automation-rule attachment parity, P3.91 upload/macro attachment parity, P3.90 SearchAPI filter-surface parity, P3.89 fixed page size, P3.88 global result type scoping, P3.87 article payloads, P3.86 message payloads, P3.85 conversation payloads, P3.84 agent-sender filter parity, and prior checkpoints. Live API/browser/enterprise smoke still needs the full PostgreSQL/Redis/Meilisearch/GoChat/Vite/Chrome stack.
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- Worktree status at this implementation checkpoint: account conversation `mute`, `unmute`, serialized `muted`, and automation `mute_conversation` now follow Chatwoot's `ConversationMuteHelpers`: mute resolves the conversation, blocks the conversation contact, and exposes `muted` from the contact blocked state; unmute unblocks the contact without reopening the resolved conversation. This retains P3.94 conversation toggle-priority empty-body parity, P3.93 conversation toggle-status fallback parity, P3.92 automation-rule attachment parity, P3.91 upload/macro attachment parity, P3.90 SearchAPI filter-surface parity, P3.89 fixed page size, P3.88 global result type scoping, P3.87 article payloads, P3.86 message payloads, P3.85 conversation payloads, P3.84 agent-sender filter parity, and prior checkpoints. Live API/browser/enterprise smoke still needs the full PostgreSQL/Redis/Meilisearch/GoChat/Vite/Chrome stack.
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- 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.
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- `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.
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- Route dump succeeds with `967` registered routes after profile MFA route tracking.
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@@ -156,6 +156,7 @@ This table is the shortest authoritative handoff view. If an older lower section
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| Priority | Workstream | Current state | Next checkpoint | Commit close rule |
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| --- | --- | --- | --- | --- |
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| 0 | P3.95 conversation mute contact-block parity | Implemented for reused conversation mute/unmute actions and automation `mute_conversation`: `POST /conversations/:conversation_id/mute` now resolves the conversation, blocks the contact, and serializes `muted` from the contact blocked state; `unmute` unblocks the contact without reopening the conversation, matching Chatwoot `ConversationMuteHelpers`. | Keep in Review; reopen from B12 conversation action smoke, automation mute smoke, or fresh reference evidence for activity-message wording/Current.user side effects beyond the inspected mute helper. | Focused ConversationService, ConversationHandler CRUD, and ActionService mute tests passed; full `go test ./...` must pass outside the restricted socket sandbox; `git diff --check` must pass. No route artifacts change. |
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| 0 | P3.94 conversation toggle-priority empty-body parity | Implemented for reused conversation priority action and direct API compatibility: `POST /conversations/:conversation_id/toggle_priority` now accepts empty bodies without JSON-binding failure and returns empty `200 OK`, matching Chatwoot `head :ok` behavior while using GoChat's existing no-priority sentinel. | Keep in Review; reopen from B12 conversation action smoke or fresh reference evidence for exact nil-vs-sentinel priority serialization drift. | Focused ConversationHandler toggle-priority tests passed; full `go test ./...` must pass outside the restricted socket sandbox; `git diff --check` must pass. No route artifacts change. |
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| 0 | P3.93 conversation toggle-status optional status parity | Implemented for reused conversation action paths and direct API compatibility: `POST /conversations/:conversation_id/toggle_status` now accepts empty bodies or `{}` without requiring `status`, then applies Chatwoot `Conversation#toggle_status` fallback semantics. | Keep in Review; reopen from B12 conversation action smoke or fresh reference evidence for bot handoff, assignment side effects, or exact `@status` success value drift beyond the inspected controller/model/Jbuilder contract. | Focused ConversationHandler toggle-status tests passed; full `go test ./...` passed outside the restricted socket sandbox; `git diff --check` passed. No route artifacts change. |
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| 0 | P3.92 automation-rule attachment parity | Implemented for reused automation settings flows: automation rule create/update validates `send_attachment` uploads, normalizes signed upload UUIDs or numeric IDs into stored blob IDs, serializes Chatwoot-style `files`, preserves existing actions when update omits `actions`, and rule execution creates outgoing attachment messages. | Keep in Review; reopen from automation attachment smoke, fresh ActiveStorage signed-id evidence, or reference changes in automation `AttachmentConcern` semantics. | Focused AutomationRuleHandler and AutomationRuleService tests passed; focused ActionService coverage is exercised through automation execution; full `go test ./...` passed outside the restricted socket sandbox; `git diff --check` passed. No route artifacts change. |
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@@ -258,6 +259,7 @@ These rows are the executable development plan from this point forward. A checkp
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| ID | Owner files | Reference files | Work to land | Exit gate |
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| --- | --- | --- | --- | --- |
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| P3.95 conversation mute contact-block parity | `internal/service/conversation_service.go`, `internal/handler/api/v1/conversation_handler.go`, `internal/handler/api/v1/conversation_serializer.go`, `internal/automation/action_service.go`, conversation handler/service/action tests | `reference/chatwoot/app/controllers/api/v1/accounts/conversations_controller.rb#mute`, `#unmute`, `reference/chatwoot/app/models/concerns/conversation_mute_helpers.rb`, `reference/chatwoot/app/services/action_service.rb#mute_conversation`, `reference/chatwoot/app/views/api/v1/conversations/partials/_conversation.json.jbuilder`, reused conversation mute/unmute store/actions | Account conversation mute/unmute and automation `mute_conversation` now use Chatwoot's contact-block semantics instead of the old local label/legacy mute-row behavior: mute resolves the conversation, blocks the contact, sets the local conversation muted cache, and serialization derives `muted` from `contact.blocked`; unmute unblocks and clears muted without reopening. | Review by `feat(conversations): align mute semantics`; focused tests prove service persistence, handler empty `200 OK` plus serialized payload state, and automation action side effects; full `go test ./...` must pass outside the restricted socket sandbox; `git diff --check` must pass. No route artifacts change. |
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| P3.94 conversation toggle-priority empty-body parity | `internal/handler/api/v1/conversation_handler.go`, `internal/service/conversation_service.go`, conversation handler tests | `reference/chatwoot/app/controllers/api/v1/accounts/conversations_controller.rb#toggle_priority`, `reference/chatwoot/app/models/conversation.rb#toggle_priority`, `reference/chatwoot/app/javascript/dashboard/api/inbox/conversation.js`, reused conversation priority action store/components | Account conversation `toggle_priority` now accepts omitted priority/empty request bodies like Chatwoot's `params[:priority]` member action and returns empty `200 OK` instead of a local validation envelope. Explicit priority updates remain handled by the existing priority service. | Review by `feat(conversations): align toggle priority fallback`; focused tests prove empty-body `toggle_priority` succeeds and invalid JSON still fails; full `go test ./...` must pass outside the restricted socket sandbox; `git diff --check` must pass. No route artifacts change. |
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| P3.93 conversation toggle-status optional status parity | `internal/handler/api/v1/conversation_handler.go`, `internal/service/conversation_service.go`, conversation handler/service tests | `reference/chatwoot/app/controllers/api/v1/accounts/conversations_controller.rb#toggle_status`, `reference/chatwoot/app/models/conversation.rb#toggle_status`, `reference/chatwoot/app/views/api/v1/accounts/conversations/toggle_status.json.jbuilder`, `reference/chatwoot/app/javascript/dashboard/api/inbox/conversation.js`, reused conversation status action components/store | Account conversation `toggle_status` now accepts omitted status/empty request bodies like Chatwoot and falls back to model toggling: open becomes resolved, while pending/snoozed/resolved becomes open. Explicit `status` behavior and the existing Chatwoot response envelope remain intact. | Review by `feat(conversations): align toggle status fallback`; focused tests prove omitted-status empty-body toggle and `{}` pending-to-open fallback; full `go test ./...` passed outside the restricted socket sandbox; `git diff --check` passed. No route artifacts change. |
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| P3.92 automation-rule attachment parity | `internal/handler/api/v1/automation_rule_handler.go`, `internal/automation/service.go`, `internal/automation/model.go`, `internal/automation/action_service.go`, automation rule handler/service/action tests | `reference/chatwoot/app/controllers/api/v1/accounts/automation_rules_controller.rb`, `reference/chatwoot/app/controllers/concerns/attachment_concern.rb`, `reference/chatwoot/app/models/automation_rule.rb`, `reference/chatwoot/app/views/api/v1/accounts/automation_rules/partials/_automation_rule.json.jbuilder`, `reference/chatwoot/app/javascript/dashboard/store/modules/automations.js`, `reference/chatwoot/app/javascript/dashboard/routes/dashboard/settings/automation/AutomationRuleForm.vue` | Automation rules now share the Chatwoot attachment contract already implemented for uploads/macros: create/update validate `send_attachment` blobs, normalize signed upload UUIDs or numeric blob IDs to stored upload IDs in `action_params`, serialize rule `files` with `id`, `automation_rule_id`, `file_type`, `account_id`, `file_url`, `blob_id`, and `filename`, preserve existing actions when update omits `actions`, and execution creates outgoing attachment messages with persisted attachment rows. | Review by `feat(automation): align attachment uploads`; focused tests prove create normalization/files serialization, invalid blob `422`, omitted-action update preservation, and automation execution attachment side effects; full `go test ./...` passed outside the restricted socket sandbox; `git diff --check` passed. No route artifacts change. |
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@@ -376,6 +378,7 @@ This ledger records the committed parity checkpoints that future slices should b
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| Commit | Scope | Verification summary | Follow-up state |
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| --- | --- | --- | --- |
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| `feat(conversations): align mute semantics` | Advances P3.95 with Chatwoot conversation mute/unmute and automation mute parity. GoChat now follows `ConversationMuteHelpers`: mute resolves the conversation, blocks the conversation contact, keeps serialized `muted` tied to contact blocked state, and automation `mute_conversation` applies the same side effects instead of writing only a legacy mute row. | Focused ConversationService mute/unmute tests, ConversationHandler CRUD mute/unmute tests, and ActionService `mute_conversation` tests passed; full `go test ./...` passed outside the restricted socket sandbox; `git diff --check` passed. No route artifacts change. | Move P3.95 to Review; continue Phase 2/3 drift audit, Phase 6 placeholder audit, or B12 live smoke. |
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| `feat(conversations): align toggle priority fallback` | Advances P3.94 with Chatwoot conversation `toggle_priority` empty-body parity. The account conversation member action now accepts omitted priority/empty bodies, keeps empty `200 OK`, and avoids the local JSON-binding failure that drifted from Chatwoot `params[:priority]`. | Focused ConversationHandler toggle-priority tests passed; full `go test ./...` passed outside the restricted socket sandbox; `git diff --check` passed. No route artifacts change. | Move P3.94 to Review; continue Phase 2/3 drift audit, Phase 6 placeholder audit, or B12 live smoke. |
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| `feat(conversations): align toggle status fallback` | Advances P3.93 with Chatwoot conversation `toggle_status` optional-status parity. The account conversation endpoint now accepts omitted status/empty bodies and uses Chatwoot model fallback toggling while preserving the existing response envelope consumed by the reused dashboard. | Focused ConversationHandler toggle-status tests passed; full `go test ./...` passed outside the restricted socket sandbox; `git diff --check` passed. No route artifacts change. | Move P3.93 to Review; continue Phase 2/3 drift audit, Phase 6 placeholder audit, or B12 live smoke. |
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| `feat(automation): align attachment uploads` | Advances P3.92 with Chatwoot automation-rule attachment parity. Automation rule create/update now validates and normalizes `send_attachment` uploads like `AttachmentConcern`, exposes Chatwoot-style `files`, preserves existing actions when update omits `actions`, and execution creates outgoing attachment messages with persisted attachment rows. | Focused AutomationRuleHandler and AutomationRuleService tests passed; full `go test ./...` passed outside the restricted socket sandbox; `git diff --check` passed. No route artifacts change. | Move P3.92 to Review; continue Phase 2/3 drift audit, Phase 6 placeholder audit, or B12 live smoke. |
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@@ -2758,3 +2761,4 @@ Verification milestone gates:
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- 2026-06-07: P3.92 automation-rule attachment checkpoint prepared as `feat(automation): align attachment uploads`; audited Chatwoot `AutomationRulesController`, `AttachmentConcern`, `AutomationRule#file_base_data`, automation rule Jbuilder partial, and reused dashboard automation upload/form flows. GoChat automation rule create/update now validates `send_attachment` direct uploads, normalizes upload UUIDs or numeric blob IDs into stored `blob_id` values, serializes `files` with `automation_rule_id`, rejects invalid blobs with raw `422`, preserves existing actions when update omits `actions`, and automation execution creates outgoing attachment messages with persisted attachment rows. Focused AutomationRuleHandler/AutomationRuleService tests passed; full `go test ./...` passed outside the restricted socket sandbox; `git diff --check` passed. No route artifacts change.
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- 2026-06-07: P3.93 conversation toggle-status checkpoint prepared as `feat(conversations): align toggle status fallback`; audited Chatwoot `ConversationsController#toggle_status`, `Conversation#toggle_status`, `toggle_status.json.jbuilder`, and reused dashboard conversation status API/store/actions. GoChat account conversation `toggle_status` now accepts omitted `status` and empty request bodies, toggles open conversations to resolved and pending/snoozed/resolved conversations to open, and keeps the Chatwoot response envelope with `success`, display `conversation_id`, `current_status`, and `snoozed_until`. Focused ConversationHandler toggle-status tests passed; full `go test ./...` passed outside the restricted socket sandbox; `git diff --check` passed. No route artifacts change.
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- 2026-06-07: P3.94 conversation toggle-priority checkpoint prepared as `feat(conversations): align toggle priority fallback`; audited Chatwoot `ConversationsController#toggle_priority`, `Conversation#toggle_priority`, and reused dashboard conversation priority API/store actions. GoChat account conversation `toggle_priority` now accepts omitted `priority` and empty request bodies, returns empty `200 OK` instead of a local JSON-binding error, and continues to persist the existing no-priority sentinel through the priority service. Focused ConversationHandler toggle-priority tests passed; full `go test ./...` passed outside the restricted socket sandbox; `git diff --check` passed. No route artifacts change.
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- 2026-06-07: P3.95 conversation mute checkpoint prepared as `feat(conversations): align mute semantics`; audited Chatwoot `ConversationsController#mute/#unmute`, `ConversationMuteHelpers`, `ActionService#mute_conversation`, `_conversation.json.jbuilder`, and reused dashboard mute/unmute store actions. GoChat account conversation mute now resolves the conversation, blocks the contact, and serializes `muted` from contact blocked state; unmute unblocks without reopening; automation `mute_conversation` applies the same Chatwoot side effects instead of writing only a legacy mute row. Focused ConversationService, ConversationHandler CRUD, and ActionService mute tests passed; full `go test ./...` passed outside the restricted socket sandbox; `git diff --check` passed. No route artifacts change.
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