feat(macros): align chatwoot macro payloads
This commit is contained in:
@@ -16,9 +16,9 @@ Build GoChat as a Go backend that can directly reuse the frontend from `referenc
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## Current Baseline
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- Latest implementation checkpoint: `feat(automation): deliver retryable external actions`.
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- Latest documentation checkpoint: this checkpoint, recorded with the B9.1d implementation.
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- Worktree status at this implementation checkpoint: B9.1d retryable webhook/email transcript delivery is implemented; next active slice is B9.2 macro CRUD and execution parity.
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- Latest implementation checkpoint: `feat(macros): align chatwoot macro payloads`.
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- Latest documentation checkpoint: this checkpoint, recorded with the B9.2 macro implementation.
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- Worktree status at this implementation checkpoint: B9.2 macro CRUD payloads and execute side effects are implemented; next active slice is B10 audit/custom roles/remaining limits unless B9.3 delayed/durable worker scheduling is pulled forward.
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- `go test ./...` passes.
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- Route dump succeeds with `TOTAL: 830` after adding the Chatwoot-compatible applied-SLA index route.
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- Route parity artifacts now exist under `docs/parity/` and are generated by `cmd/route_parity`.
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@@ -44,10 +44,9 @@ Next ordered checkpoints:
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| Order | Slice | Required outcome | Primary verification |
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| --- | --- | --- | --- |
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| 1 | B9.2 | Macro CRUD and macro execute side effects match Chatwoot frontend expectations. | Macro handler/service tests that reload conversations/messages after execution. |
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| 2 | B10 | Audit, CustomRole, and remaining InboxLimit surfaces enforce Chatwoot admin behavior. | Permission matrix tests, audit writer/list tests, inbox/account limit tests. |
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| 3 | B11 | Captain/Copilot enterprise screens have real persistence and safe LLM feature gates. | Captain/Copilot handler/service fixtures and disabled-state tests. |
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| 4 | B12 | Reused Chatwoot frontend smoke runs repeatably against GoChat. | Checked smoke command plus gap report under `docs/parity/`. |
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| 1 | B10 | Audit, CustomRole, and remaining InboxLimit surfaces enforce Chatwoot admin behavior. | Permission matrix tests, audit writer/list tests, inbox/account limit tests. |
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| 2 | B11 | Captain/Copilot enterprise screens have real persistence and safe LLM feature gates. | Captain/Copilot handler/service fixtures and disabled-state tests. |
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| 3 | B12 | Reused Chatwoot frontend smoke runs repeatably against GoChat. | Checked smoke command plus gap report under `docs/parity/`. |
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## Execution Snapshot
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@@ -57,7 +56,7 @@ Next ordered checkpoints:
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| Phase 1 | Meilisearch search engine | Review | B6 payload parity, optional live gate, and DB-fallback hardening are implemented; an actual live Meilisearch run is optional and environment-dependent |
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| Phase 2 | Route and controller parity audit | Doing | Ruby/Bundler unavailable, so Chatwoot route extraction currently uses static `routes.rb` fallback |
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| Phase 3 | Data and serializer parity | Doing | JSON fixture coverage is partial and still endpoint-family based |
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| Phase 4 | Enterprise feature completion | Doing | B7 and B8 are in Review; B9 automation/macros are active next |
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| Phase 4 | Enterprise feature completion | Doing | B7, B8, and frontend-critical B9 automation/macros are in Review; B10 audit/custom roles/remaining limits is the next active slice |
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| Phase 5 | Background jobs and integrations | Planned | durable worker choice and job parity are open |
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| Phase 6 | Core placeholder burn-down | Doing | account/contact/conversation/message/inbox placeholder groups remain broad |
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| Phase 7 | Verification harness | Planned | search live gate and reused-frontend smoke harness are not complete |
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@@ -140,12 +139,13 @@ This ledger records the committed parity checkpoints that future slices should b
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| `feat(automation): record rule execution outcomes` | Completed B9.1c observability/parity guard: rule evaluations now record skipped condition outcomes, condition failures, event names, aggregate action counts, and per-action success/failure results. Matching rules continue executing in ID order without stop-on-match, matching the current Chatwoot listener loop, and failed actions do not prevent later actions from running. | `go test ./internal/automation -run 'AutomationRuleService_MatchAndExecute\|ExecutionLogService' -count=1`; `go test ./internal/automation -count=1`; `go test ./internal/handler/webhook -run 'Incoming\|Webhook' -count=1`; `go test ./internal/service -run 'Conversation.*Automation\|Message.*Automation\|ConversationService' -count=1`; `go test ./...`; `git diff --check`. No route changes; route dump remains `TOTAL: 830`. | Continue B9.1d retryable webhook/email transcript actions, then B9.2 macro payload/execute parity. |
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| `docs: land automation delivery plan` | Recorded the complete B9.1d retryable external-action landing contract: webhook payload/delivery, transcript mailer boundary, retry/timeout behavior, action-result observability fields, B9.3 durable-worker deferral, and exit commands. It also refreshed stale B9 tracker entries that still pointed at B9.1b. | Documentation-only checkpoint; `git diff --check` before commit. | Start B9.1d implementation, then continue B9.2 macro CRUD/execute parity. |
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| `feat(automation): deliver retryable external actions` | Completed B9.1d external action delivery: automation webhook actions now build Chatwoot-style `automation_event.<event>` payloads and deliver through a timeout-bound 3-attempt HTTP boundary; email transcript actions now split comma recipients, build transcript subject/body, deliver through a fakeable SMTP/mailer boundary, and both action types write delivery metadata into `action_results`. Chatwoot array params now round-trip `send_webhook_event` URLs. | `go test ./internal/automation -run 'ActionService\|AutomationRuleService_MatchAndExecute\|ExecutionLogService' -count=1`; `go test ./internal/automation -count=1`; `go test ./...`; `git diff --check`. No route changes; route dump remains `TOTAL: 830`. | Continue B9.2 macro CRUD and macro execute side-effect parity; durable queued worker scheduling remains B9.3/Phase 5. |
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| `feat(macros): align chatwoot macro payloads` | Completed B9.2 macro CRUD/execute parity for the reused frontend: macro list/show/create/update now return Chatwoot `{ payload }` serializers with string visibility and nested created/updated agents, create/update accept Chatwoot array action params, public macro permissions follow `MacroPolicy`, delete/execute return empty `200 OK`, and execute resolves `conversation_ids` by account-scoped display ID before mutating conversations. | `go test ./internal/handler/api/v1 -run Macro -count=1`; `go test ./internal/automation -run Macro -count=1`; `go test ./internal/handler/api/v1 -count=1`; `go test ./internal/automation -count=1`; `go test ./...`; `git diff --check`. No route changes; route dump remains `TOTAL: 830`. | Continue B10 audit/custom roles/remaining limits; keep B9.3 durable delayed worker scheduling as Phase 5 follow-up. |
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## Next Slice Contract
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Completed implementation slice: B5.1-B5.5 now cover inbox serializer shape, Chatwoot frontend create/update binding, working-hours persistence, out-of-office behavior, inbox member assignment payload/mutation semantics, channel-specific config depth, AgentCapacityPolicy/InboxCapacityLimit API data contracts, and dedicated Email/Twilio/LINE channel route response shapes. B6 is now in Review after `a16c23c` and `f08c743`: Chatwoot search response envelopes, frontend query params, Meilisearch sender filters, mocked hit serialization, env-gated live Meilisearch validation, release-mode DB fallback rejection, and reindex Meilisearch-only guard are covered. B7 is now in Review after `a98dc2c`, `95224fa`, `a11bb96`, `213bf2b`, `4f85ef1`, and `d23f3f0`, enforcing per-inbox capacity limits, aligning SLA policy CRUD payloads, persisting applied SLA records, making core FRT/NRT/RT breach events idempotent, aligning the applied-SLA reports API, and creating SLA miss notifications. B3 and B4 remain in review for deeper side effects and browser validation.
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Next implementation slice: start B9.2 macro CRUD and macro execution parity now that B9.1a CRUD payloads, B9.1b listener coverage, B9.1c execution outcome logs, and B9.1d retryable external actions are implemented.
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Next implementation slice: start B10 audit/custom roles/remaining limit parity now that B9 automation and macro frontend-critical API/action behavior is in Review. B9.3 delayed/durable worker scheduling remains a named Phase 5 follow-up.
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| Step | Required result | Reference source | Verification |
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| --- | --- | --- | --- |
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@@ -163,7 +163,8 @@ Next implementation slice: start B9.2 macro CRUD and macro execution parity now
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| N12 | Keep B9.1b automation listener trigger coverage as current event baseline. | `AutomationRuleListener`, `BaseListener`, conversation/message service dispatch, provider webhook persister. | Done by `feat(automation): align rule trigger coverage`; reference listener events, skip rules, changed attributes, and provider message reachability are covered. |
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| N13 | Keep B9.1c execution outcome logging as current automation observability baseline. | Chatwoot automation listener/action service rescue behavior and Go execution log service. | Done by `feat(automation): record rule execution outcomes`; skipped/failed/success action results, event names, and no-stop-on-match behavior are covered. |
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| N14 | Keep B9.1d external action delivery boundary as current action-delivery baseline. | Chatwoot `AutomationRules::ActionService`, `WebhookJob`, transcript mailer path, current Go action service. | Done by `feat(automation): deliver retryable external actions`; webhook/email transcript actions are timeout-bound, retryable, observable in action results, and covered by fake HTTP/mailer tests. |
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| N15 | Update this tracker after every implementation checkpoint. | This document. | `git diff --check`; `go test ./...` for Go changes. |
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| N15 | Keep B9.2 macro CRUD/execute parity as current macro baseline. | Chatwoot `MacrosController`, `Macro`, `MacrosExecutionJob`, `Macros::ExecutionService`, dashboard macro API/store. | Done by `feat(macros): align chatwoot macro payloads`; frontend payloads, visibility/authorization, display-ID execution, and real conversation/message/label/status side effects are covered. |
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| N16 | Update this tracker after every implementation checkpoint. | This document. | `git diff --check`; `go test ./...` for Go changes. |
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Current B2 profile checkpoint:
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@@ -385,9 +386,9 @@ Upcoming enterprise task boards:
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| B8 | B8.3 | Wire resolve-triggered CSAT survey send with idempotency and channel-aware message creation. | Chatwoot CSAT listener/jobs and inbox CSAT settings. | Listener tests prove one CSAT message per resolved conversation and no send when disabled. | Done by `ef3a909`; WhatsApp/Twilio external template dispatch remains integration follow-up |
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| B8 | B8.4 | Align CSAT downloads/export payloads used by reports screens. | CSAT report/download controller paths and frontend report API. | CSV/download tests cover filters and frontend column names. | Done by `b36cf07` |
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| B9 | B9.1 | Align automation rule CRUD payloads, validation, condition groups, event names, listener skip rules, event data, execution outcomes, and external action delivery. | Chatwoot automation rule controllers/models, `AutomationRuleListener`, action services/jobs, and dashboard automation builder. | Handler/service/listener tests for CRUD, validation, event mapping, skip rules, changed attributes, provider-dispatched events, execution logs, and retry metadata. | Review; B9.1a done by `3403770`, B9.1b done by `feat(automation): align rule trigger coverage`, B9.1c done by `4e28559`, B9.1d done by `feat(automation): deliver retryable external actions` |
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| B9 | B9.2 | Implement automation action side effects for labels, status, priority, assignee/team, custom attributes, private notes, and snooze. | Chatwoot automation action services/listeners. | Rule listener tests assert real conversation mutations and stop-on-match behavior. | Todo |
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| B9 | B9.2 | Align macro CRUD/availability and macro execution side effects. | Chatwoot macros controller/model/action execution. | Macro handler/service tests cover frontend payloads and conversation mutations. | Review; frontend-critical CRUD/execute done by `feat(macros): align chatwoot macro payloads` |
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| B9 | B9.3 | Add delayed action scheduling and durable worker parity after the B9.1d synchronous retry boundary lands. | Chatwoot automation jobs, delayed action handling, and Phase 5 worker plan. | Worker tests cover queued delayed actions, retries, and observable failures. | Todo |
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| B9 | B9.4 | Align macro CRUD/availability and macro execution side effects. | Chatwoot macros controller/model/action execution. | Macro handler/service tests cover frontend payloads and conversation mutations. | Todo |
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| B9 | B9.4 | Review deeper macro attachments/files and durable queued execution once the worker path is selected. | Chatwoot macro attachments and `MacrosExecutionJob`. | Attachment/file tests or explicit durable-worker split. | Todo |
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| B10 | B10.1 | Align audit log serializer, filters, pagination, actor/request metadata, and admin route behavior. | Chatwoot enterprise audit controllers/models. | Audit list tests plus representative mutation writer tests. | Todo |
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| B10 | B10.2 | Align CustomRole permission keys, account-user role resolution, deletion nullification, and authorization failure payloads. | Chatwoot custom role controllers/policies and permission constants. | Permission matrix tests for admin/non-admin/custom-role access. | Todo |
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| B10 | B10.3 | Review remaining InboxLimit/account-limit create-path enforcement outside capacity policies. | Chatwoot enterprise account/inbox limit policies. | Inbox/channel create tests for over-limit behavior and frontend-readable errors. | Todo |
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@@ -416,8 +417,28 @@ B9 automation and macro execution breakdown:
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| B9.1b | Implement real rule trigger coverage for Chatwoot automation events: conversation created/updated/opened/resolved and message created. Provider webhook persistence must dispatch into those same conversation/message events. `contact_updated` is not a current Chatwoot automation trigger and stays out unless the local reference/frontend proves otherwise. | `reference/chatwoot/app/listeners/automation_rule_listener.rb`, `reference/chatwoot/app/listeners/base_listener.rb`, existing `channel.Dispatcher` events. | Listener tests prove matching rules execute once per event with account/inbox filters, changed attributes, provider-event reachability, and Chatwoot skip rules. | Done by `feat(automation): align rule trigger coverage` |
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| B9.1c | Persist execution logs and stop-on-match behavior, including failed action records. The current Chatwoot listener runs every matching rule, so Go explicitly preserves no-stop-on-match behavior and records it in tests. | `reference/chatwoot/app/listeners/automation_rule_listener.rb`, `reference/chatwoot/app/services/automation_rules/action_service.rb`, Go execution log service. | Service tests cover success, skipped, failed/partial, per-action result records, and all-matching-rules execution. | Done by `feat(automation): record rule execution outcomes` |
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| B9.1d | Make webhook and email transcript actions timeout-bound, retryable, and observable. | Chatwoot action services/jobs and Phase 5 worker plan. | Tests use fake HTTP/mailer boundaries and assert retry/log metadata. | Done by `feat(automation): deliver retryable external actions` |
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| B9.2a | Align macro CRUD payloads, visibility rules, and validation. | Chatwoot macros controller/model and dashboard macro client. | Handler tests for raw macro payloads, ownership, account scoping, and delete status. | Todo |
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| B9.2b | Execute macro actions against real conversations: labels, status, priority, assignee, team, custom attributes, private notes, and attachments where supported. | Chatwoot macro execution service and conversation/message controllers. | Macro execute tests reload conversation/message rows and assert Chatwoot-shaped response payloads. | Todo |
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| B9.2a | Align macro CRUD payloads, visibility rules, and validation. | Chatwoot macros controller/model and dashboard macro client. | Handler tests for raw macro payloads, ownership, account scoping, and delete status. | Done by `feat(macros): align chatwoot macro payloads` |
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| B9.2b | Execute macro actions against real conversations: labels, status, priority, assignee, team, custom attributes, private notes, and attachments where supported. | Chatwoot macro execution service and conversation/message controllers. | Macro execute tests reload conversation/message rows and assert Chatwoot-shaped response payloads. | Review by `feat(macros): align chatwoot macro payloads`; labels/status/messages/private notes/display-ID execution covered, deeper file attachments remain B9.4/Phase 5 |
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B9.2 current checkpoint:
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- Macro `index`, `show`, `create`, and `update` now return Chatwoot `{ payload }` envelopes with `id`, `name`, string `visibility`, `account_id`, array-shaped `actions`, and nested `created_by`/`updated_by` agent payloads.
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- Macro create/update accept Chatwoot dashboard action arrays such as `action_params: ["self"]` and normalize them into the existing action execution map without exposing local numeric visibility in responses.
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- Macro show/update/delete/execute are account-scoped. Public macro update/delete now require administrator role; personal macro update/delete require the author; show/execute allow public macros or the author, matching `MacroPolicy`.
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- Macro delete and execute now return empty `200 OK`, matching `MacrosController#destroy/#execute`.
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- Macro execute accepts `conversation_ids`, resolves them as account-scoped conversation display IDs like `MacrosExecutionJob`, and executes real action side effects through `ActionService`: labels, status, outgoing messages, and private notes are covered by handler tests.
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- Deeper ActiveStorage-backed macro file attachment behavior and durable queued execution stay visible under B9.4/B9.3 instead of being hidden under this API checkpoint.
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B9.2 verification:
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```bash
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env GOCACHE=/tmp/gochat-gocache GOMODCACHE=/tmp/gochat-gomodcache go test ./internal/handler/api/v1 -run Macro -count=1
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env GOCACHE=/tmp/gochat-gocache GOMODCACHE=/tmp/gochat-gomodcache go test ./internal/automation -run Macro -count=1
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env GOCACHE=/tmp/gochat-gocache GOMODCACHE=/tmp/gochat-gomodcache go test ./internal/handler/api/v1 -count=1
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env GOCACHE=/tmp/gochat-gocache GOMODCACHE=/tmp/gochat-gomodcache go test ./internal/automation -count=1
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env GOCACHE=/tmp/gochat-gocache GOMODCACHE=/tmp/gochat-gomodcache go test ./...
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git diff --check
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```
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B9.1a automation-rule landing contract:
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@@ -693,7 +714,7 @@ Work proceeds top-down unless a failing test or frontend blocker forces a narrow
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| B6 | Meilisearch live-shape review. | Chatwoot frontend search usage and search controllers. | Meilisearch-backed response fixtures plus optional live integration gate. | Review |
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| B7 | SLA and assignment capacity. | Chatwoot enterprise SLA and assignment policy behavior. | Unit/integration tests for SLA state, breach, assignment capacity, policy selection. | Review |
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| B8 | CSAT account/public/send completion. | Chatwoot CSAT survey responses, reports, downloads, listeners. | Metrics/list/review/download/send idempotency tests. | Review |
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| B9 | Automation/macros durable side effects. | Chatwoot automation/macro services and jobs. | Action execution, logs, webhook/email transcript retry tests. | Doing |
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| B9 | Automation/macros durable side effects. | Chatwoot automation/macro services and jobs. | Action execution, logs, webhook/email transcript retry tests. | Review |
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| B10 | Audit, CustomRole, InboxLimit. | Chatwoot enterprise admin behavior and policies. | Authorization, audit emission, limits enforcement, admin payload fixtures. | Todo |
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| B11 | Captain/Copilot deep behavior. | Chatwoot Captain/Copilot controllers, services, frontend clients. | Assistant/tool/document/scenario/copilot thread/task tests and feature gates. | Todo |
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| B12 | Frontend smoke harness. | `reference/chatwoot` frontend. | Repeatable smoke command and checked gap report. | Todo |
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@@ -705,7 +726,7 @@ Remaining slice landing plan:
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| B6 | Compare current Meilisearch document fields and global/entity search payloads against Chatwoot frontend consumers. | Add optional live Meilisearch integration gate, tighten account-scoped filters, and document DB fallback as development-only. | Done only after mocked tests and live-shape review prove search payloads work without DB-only assumptions. |
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| B7 | Done: assignment capacity enforcement, SLA policy CRUD payload parity, applied-SLA conversation persistence, idempotent SLA breach lifecycle, applied-SLA report/list payload parity, and SLA miss notification fan-out. | Capacity-aware assignment policy binding review and durable SLA job scheduling remain broader Phase 5/P4.9 follow-ups, not hidden SLA gaps. | Review after `d23f3f0`; move to Done only after assignment policy binding review is either implemented or split out of B7. |
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| B8 | Done: account-side CSAT list/metrics/review-note payload parity, public submit/update idempotency, resolve-triggered generic survey message send, and CSV download filters/columns. | Channel-specific WhatsApp/Twilio template send hooks and durable queueing are tracked under Phase 5. | Review after `b36cf07`; move to Done only after channel-specific send hooks are either implemented or formally split as external integration scope. |
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| B9 | B9.2 macro CRUD and macro execution side effects. | Macro payload parity, action mutation parity, delayed actions, and durable queued worker follow-ups. | Done only after Chatwoot listener events are covered, actions mutate real conversations, external actions are retryable/observable, macro flows pass frontend payload tests, and durable worker gaps are either implemented or explicitly split. |
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| B9 | Done: B9.1 automation rule CRUD/listener/log/external-action parity and B9.2 macro frontend CRUD/execute side effects. | Delayed actions, durable queued worker scheduling, and deeper macro attachment/file parity remain named B9.3/B9.4 follow-ups. | Review after `feat(macros): align chatwoot macro payloads`; move to Done only after durable worker/attachment gaps are implemented or formally split out. |
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| B10 | Audit list payload and audit writer boundary for representative mutating core resources. | CustomRole permission-key parity, AccountUser permission resolution, InboxLimit enforcement in inbox/channel creation paths. | Done only after authorization tests prove admin-only surfaces and non-admin denial shapes match Chatwoot. |
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| B11 | Captain Assistant CRUD, inbox binding, responses, documents, and custom tools payload fixtures. | Copilot threads/messages/tasks, playground/tool-call behavior, document sync/embedding feature gates, streaming fallback. | Done only after LLM-dependent behavior is either implemented behind config or safely stubbed with frontend-compatible disabled states. |
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| B12 | Boot reused Chatwoot frontend against GoChat auth/profile/inbox/conversation/contact flows. | Add smoke paths for widget init/message, public CSAT, reports, and enterprise screens as B7-B11 land. | Done only after the smoke command is repeatable and writes a checked gap report. |
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@@ -987,7 +1008,7 @@ Enterprise tracking table:
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| P4.5 | Inbox limits | `internal/model/agent_capacity_policy.go` `InboxCapacityLimit`, plus legacy `internal/model/inbox_limit.go`, `internal/service/inbox_limit_service.go`, `internal/repository/inbox_limit_repo.go`, `internal/handler/api/v1/inbox_limit_handler.go` | Chatwoot enterprise nested `agent_capacity_policies/:policy_id/inbox_limits` and assignment-path enforcement are covered; next review account-level create-limit behavior and legacy route compatibility. | Review |
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| P4.6 | Captain/Copilot | `internal/model/captain_models.go`, `internal/model/copilot_models.go`, `internal/service/captain_*`, `internal/service/copilot_*`, `internal/handler/api/v1/captain_*`, `internal/handler/api/v1/copilot_handler.go` | Complete assistant, tools, scenarios, documents, responses, inbox bindings, suggestions, and streaming compatibility. | Todo |
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| P4.7 | CSAT | `internal/csat/*`, `internal/automation/csat_survey_*`, `internal/handler/api/v1/csat_*`, `internal/service/csat_metrics_service.go` | Account-side list/metrics/review-note payloads, public update depth, resolve-triggered generic survey send, and download CSV are aligned; channel-specific template send hooks remain Phase 5 integration work. | Review |
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| P4.8 | Automation and macros | `internal/automation/*`, `internal/handler/api/v1/automation_rule_handler.go`, `internal/handler/api/v1/macro_handler.go` | Automation-rule CRUD request/response parity is implemented; next finish trigger coverage, action side effects, execution logs, webhook/email transcript delivery, and macro parity. | Doing |
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| P4.8 | Automation and macros | `internal/automation/*`, `internal/handler/api/v1/automation_rule_handler.go`, `internal/handler/api/v1/macro_handler.go` | Automation-rule CRUD/listener/log/external-action delivery and macro CRUD/display-ID execution parity are implemented; durable delayed actions and deeper macro attachment/file parity remain B9.3/B9.4 follow-ups. | Review |
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| P4.9 | Assignment policies | `internal/autoassignment/*`, `internal/automation/agent_bot_rule_listener.go` | Match Chatwoot assignment policy behavior and availability/capacity rules. | Doing |
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Enterprise work package breakdown:
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@@ -998,7 +1019,7 @@ Enterprise work package breakdown:
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| Assignment and capacity | Assignment policy CRUD, inbox policy binding, round-robin/availability/capacity selection, manual assignment limits, fallback behavior. | Manual and automatic assignment respect policy, availability, team/inbox membership, and limits. | Review |
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| CSAT account/public side | Survey send on resolve, response list, metrics, filters, downloads, review notes, resend/idempotency, public lock. | Account report list/metrics/review-note payload fixtures are covered by `f441680`; public object-shaped submit/update, one-response-per-message idempotency, and resolve-triggered generic survey message send are covered by `ef3a909`; download CSV is covered by `b36cf07`. | Review |
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| Automation rules | CRUD payload parity, condition/action parity, event listener coverage, delayed actions, execution logs, no-stop-on-match behavior, webhook and transcript actions. | B9.1a CRUD, B9.1b listener coverage, B9.1c execution outcome logging, and B9.1d retryable webhook/email transcript delivery are covered. Durable delayed actions remain B9.3/Phase 5. | Review |
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| Macros | Macro CRUD, availability by account/user, execute side effects, validation, audit/log output. | Execute changes conversation labels/status/assignee/team/notes/custom attributes exactly as frontend expects. | Todo |
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| Macros | Macro CRUD, availability by account/user, execute side effects, validation, audit/log output. | CRUD payloads, visibility/authorization, display-ID execution, labels/status/messages/private notes, and empty execute/delete responses are covered by `feat(macros): align chatwoot macro payloads`; deeper attachment files and durable queue remain follow-ups. | Review |
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| Audit | Audit model parity, mutating action coverage, request metadata, filters/pagination, admin endpoint payloads. | Representative mutations across core and enterprise features emit audit records. | Todo |
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| Custom roles | Permission-key parity, account-user role resolution, policy middleware, create/update/delete behavior. | Permission matrix tests and frontend admin payload fixtures. | Todo |
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| Inbox limits | Account/inbox limit models, create/update enforcement, UI-readable limit responses, admin overrides. | Chatwoot nested capacity-limit API and assignment-path enforcement are covered; account-level create limits remain for later review. | Review |
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@@ -1229,3 +1250,4 @@ Verification milestone gates:
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- 2026-06-05: B9.1c execution outcome checkpoint committed as `feat(automation): record rule execution outcomes`; automation evaluations now persist event names, skipped condition outcomes, condition errors, per-action success/failure JSON, and aggregate action counts. Failed actions continue to later actions, and every matching rule still executes in ID order to match the current Chatwoot listener's no-stop-on-match loop. Focused automation tests, automation package tests, relevant service/webhook regressions, full `go test ./...`, and `git diff --check` passed. Next slice is B9.1d retryable webhook/email transcript action delivery.
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- 2026-06-05: B9.1d planning checkpoint prepared as `docs: land automation delivery plan`; the active tracker now points at B9.1d, records the Chatwoot webhook/transcript reference contracts, scopes the retryable/testable action delivery boundary, names B9.3 durable-worker follow-up work, and lists the required focused/full verification commands before macro work starts.
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- 2026-06-05: B9.1d external action delivery checkpoint prepared as `feat(automation): deliver retryable external actions`; `send_webhook_event` now builds Chatwoot-style automation webhook payloads and delivers through a timeout-bound retryable HTTP boundary, `send_email_transcript` parses recipients and sends generated transcript emails through a fakeable SMTP boundary, and automation execution logs now record delivery type, target, attempts, response code/body, retryability, and failure errors. Focused automation tests, automation package tests, full `go test ./...`, and `git diff --check` passed. Next slice is B9.2 macro CRUD and execution parity.
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- 2026-06-05: B9.2 macro payload/execute checkpoint prepared as `feat(macros): align chatwoot macro payloads`; macro CRUD now returns Chatwoot `{ payload }` serializers with string visibility and nested agent authors, accepts frontend array action params, enforces `MacroPolicy`-style public/personal access, deletes and executes with empty `200 OK`, and resolves execute `conversation_ids` by display ID before applying labels/status/messages/private notes. Focused macro handler/service tests, handler and automation package tests, full `go test ./...`, and `git diff --check` passed. Next slice is B10 audit/custom roles/remaining limits while B9.3/B9.4 worker and attachment depth remain tracked follow-ups.
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