Add prompt-to-tag-on-reply inbox setting

cmd/oauth.go

@@ -326,12 +326,13 @@ func handleOAuthCallback(r *fastglue.Request) error {
 
 	// Create inbox
 	newInbox := imodels.Inbox{
-		Name:        fmt.Sprintf("%s Inbox", userEmail),
-		From:        userEmail,
-		Channel:     inbox.ChannelEmail,
-		Enabled:     true,
-		CSATEnabled: false,
-		Config:      json.RawMessage(configJSON),
+		Name:              fmt.Sprintf("%s Inbox", userEmail),
+		From:              userEmail,
+		Channel:           inbox.ChannelEmail,
+		Enabled:           true,
+		CSATEnabled:       false,
+		PromptTagsOnReply: false,
+		Config:            json.RawMessage(configJSON),
 	}
 
 	createdInbox, err := app.inbox.Create(newInbox)

cmd/upgrade.go

@@ -41,6 +41,7 @@ var migList = []migFunc{
 	{"v0.10.0", migrations.V0_10_0},
 	{"v1.0.1", migrations.V1_0_1},
 	{"v2.0.0", migrations.V2_0_0},
+	{"v2.1.0", migrations.V2_1_0},
 }
 
 // upgrade upgrades the database to the current version by running SQL migration files

frontend/apps/main/src/features/admin/inbox/EmailInboxForm.vue

@@ -70,6 +70,21 @@
       </FormItem>
     </FormField>
 
+    <FormField
+      v-if="showFormFields"
+      v-slot="{ componentField, handleChange }"
+      name="prompt_tags_on_reply"
+    >
+      <FormItem>
+        <SwitchField
+          :title="$t('admin.inbox.promptTagsOnReply')"
+          :description="$t('admin.inbox.promptTagsOnReply.description')"
+          :checked="componentField.modelValue"
+          @update:checked="handleChange"
+        />
+      </FormItem>
+    </FormField>
+
     <FormField v-if="setupMethod" v-slot="{ componentField }" name="auth_type">
       <FormItem>
         <FormControl>
@@ -750,6 +765,7 @@ const form = useForm({
     from: '',
     enabled: true,
     csat_enabled: false,
+    prompt_tags_on_reply: false,
     enable_plus_addressing: true,
     auth_type: AUTH_TYPE_PASSWORD,
     imap: {

frontend/apps/main/src/features/admin/inbox/LivechatInboxForm.vue

@@ -45,6 +45,17 @@
             </p>
           </FormField>
 
+          <FormField v-slot="{ componentField, handleChange }" name="prompt_tags_on_reply">
+            <FormItem>
+              <SwitchField
+                :title="$t('admin.inbox.promptTagsOnReply')"
+                :description="$t('admin.inbox.promptTagsOnReply.description')"
+                :checked="componentField.modelValue"
+                @update:checked="handleChange"
+              />
+            </FormItem>
+          </FormField>
+
           <FormField v-slot="{ componentField }" name="name">
             <FormItem>
               <FormLabel>{{ $t('globals.terms.name') }}</FormLabel>
@@ -1112,6 +1123,7 @@ const form = useForm({
     enabled: true,
     secret: '',
     csat_enabled: false,
+    prompt_tags_on_reply: false,
     linked_email_inbox_id: null,
     config: {
       brand_name: '',

frontend/apps/main/src/features/admin/inbox/formSchema.js

@@ -7,6 +7,7 @@ export const createFormSchema = (t) => z.object({
   from: z.string().min(1, t('globals.messages.required')),
   enabled: z.boolean().optional(),
   csat_enabled: z.boolean().optional(),
+  prompt_tags_on_reply: z.boolean().optional(),
   enable_plus_addressing: z.boolean().optional(),
   auth_type: z.enum([AUTH_TYPE_PASSWORD, AUTH_TYPE_OAUTH2]),
   oauth: z.object({

frontend/apps/main/src/features/admin/inbox/livechatFormSchema.js

@@ -14,6 +14,7 @@ export const createFormSchema = (t) => z.object({
   name: z.string().min(1, { message: t('globals.messages.required') }),
   enabled: z.boolean(),
   csat_enabled: z.boolean(),
+  prompt_tags_on_reply: z.boolean(),
   secret: z.string().nullable().optional(),
   linked_email_inbox_id: z.number().nullable().optional(),
   config: z.object({

frontend/apps/main/src/features/conversation/ReplyBox.vue

@@ -13,7 +13,24 @@
       </AlertDialogHeader>
       <AlertDialogFooter>
         <AlertDialogCancel>{{ $t('globals.messages.cancel') }}</AlertDialogCancel>
-        <AlertDialogAction @click="processSend(true)">{{
+        <AlertDialogAction @click="processSend(true, true)">{{
+          $t('replyBox.sendAnyway')
+        }}</AlertDialogAction>
+      </AlertDialogFooter>
+    </AlertDialogContent>
+  </AlertDialog>
+
+  <AlertDialog :open="showMissingTagsWarning" @update:open="showMissingTagsWarning = $event">
+    <AlertDialogContent>
+      <AlertDialogHeader>
+        <AlertDialogTitle>{{ $t('replyBox.missingTagsTitle') }}</AlertDialogTitle>
+        <AlertDialogDescription>
+          {{ $t('replyBox.missingTagsDescription') }}
+        </AlertDialogDescription>
+      </AlertDialogHeader>
+      <AlertDialogFooter>
+        <AlertDialogCancel>{{ $t('globals.messages.cancel') }}</AlertDialogCancel>
+        <AlertDialogAction @click="processSend(false, true)">{{
           $t('replyBox.sendAnyway')
         }}</AlertDialogAction>
       </AlertDialogFooter>
@@ -138,6 +155,7 @@ import { useDraftManager } from '@main/composables/useDraftManager'
 import api from '@main/api'
 import { useI18n } from 'vue-i18n'
 import { useConversationStore } from '@main/stores/conversation'
+import { useInboxStore } from '@main/stores/inbox'
 import {
   AlertDialog,
   AlertDialogAction,
@@ -181,6 +199,7 @@ const formSchema = toTypedSchema(
 
 const { t } = useI18n()
 const conversationStore = useConversationStore()
+const inboxStore = useInboxStore()
 const emitter = useEmitter()
 const userStore = useUserStore()
 
@@ -221,6 +240,7 @@ const emailErrors = ref([])
 const aiPrompts = ref([])
 const replyBoxContentRef = ref(null)
 const showContactEmailWarning = ref(false)
+const showMissingTagsWarning = ref(false)
 const mentions = ref([])
 
 /**
@@ -297,7 +317,7 @@ const hasTextContent = computed(() => {
 /**
  * Processes the send action.
  */
-const processSend = async (skipContactEmailCheck = false) => {
+const processSend = async (skipContactEmailCheck = false, skipMissingTagsCheck = false) => {
   let hasMessageSendingErrored = false
   isEditorFullscreen.value = false
 
@@ -305,6 +325,19 @@ const processSend = async (skipContactEmailCheck = false) => {
   const convUUID = conversationStore.current.uuid
   const isPrivate = messageType.value === 'private_note'
 
+  const currentInbox = inboxStore.inboxes.find(
+    (i) => i.id === conversationStore.current.inbox_id
+  )
+  if (
+    !isPrivate &&
+    !skipMissingTagsCheck &&
+    currentInbox?.prompt_tags_on_reply &&
+    !(conversationStore.current.tags?.length > 0)
+  ) {
+    showMissingTagsWarning.value = true
+    return
+  }
+
   if (!isPrivate && conversationStore.current.inbox_channel === 'email') {
     // Require at least one recipient in `to`.
     if (!to.value.trim()) {

frontend/apps/main/src/views/admin/inbox/NewInbox.vue

@@ -134,6 +134,7 @@ const submitLiveChatForm = (values) => {
     channel: 'livechat',
     enabled: values.enabled ?? true,
     csat_enabled: values.csat_enabled ?? false,
+    prompt_tags_on_reply: values.prompt_tags_on_reply ?? false,
     config: values.config
   }
   createInbox(payload)

i18n/en.json

@@ -128,6 +128,8 @@
   "admin.inbox.csatSurveys.description_3": "CSAT surveys are only sent once per conversation.",
   "admin.inbox.enablePlusAddressing": "Enable plus addressing",
   "admin.inbox.enablePlusAddressing.description": "Improves conversation threading but requires provider support (e.g., Gmail, Microsoft 365).",
+  "admin.inbox.promptTagsOnReply": "Prompt to tag before replying",
+  "admin.inbox.promptTagsOnReply.description": "Warn agents before they send a reply on a conversation that has no tags. Agents can still send without tagging by confirming the prompt.",
   "admin.inbox.enabled.description": "Toggle scanning inbox and sending out messages.",
   "admin.inbox.fromEmailAddress.description": "From email address for your inbox. e.g. My inbox <support{'@'}example.com>",
   "admin.inbox.fromEmailAddress.placeholder": "My inbox <support{'@'}example.com>",
@@ -905,6 +907,8 @@
   "replyBox.contactEmailMissingDescription": "The contact's email ({email}) is not included in to, cc, or bcc. The contact won't receive this reply.",
   "replyBox.emailAddresess": "Email addresses separated by comma",
   "replyBox.invalidEmailsIn": "Invalid email(s) in",
+  "replyBox.missingTagsDescription": "This conversation has no tags. Tagging helps with reporting and triage. You can still send without tagging.",
+  "replyBox.missingTagsTitle": "No tags on this conversation",
   "replyBox.removeBCC": "Remove BCC",
   "replyBox.sendAnyway": "Send anyway",
   "replyBox.toRequired": "At least one recipient is required in the To field.",

internal/inbox/inbox.go

@@ -250,7 +250,7 @@ func (m *Manager) Create(inbox imodels.Inbox) (imodels.Inbox, error) {
 	}
 
 	var createdInbox imodels.Inbox
-	if err := m.queries.InsertInbox.Get(&createdInbox, inbox.Channel, encryptedConfig, inbox.Name, inbox.From, inbox.CSATEnabled, inbox.Secret, inbox.LinkedEmailInboxID); err != nil {
+	if err := m.queries.InsertInbox.Get(&createdInbox, inbox.Channel, encryptedConfig, inbox.Name, inbox.From, inbox.CSATEnabled, inbox.PromptTagsOnReply, inbox.Secret, inbox.LinkedEmailInboxID); err != nil {
 		m.lo.Error("error creating inbox", "error", err)
 		return imodels.Inbox{}, envelope.NewError(envelope.GeneralError, m.i18n.T("globals.messages.somethingWentWrong"), nil)
 	}
@@ -424,7 +424,7 @@ func (m *Manager) Update(id int, inbox imodels.Inbox) (imodels.Inbox, error) {
 
 	// Update the inbox in the DB.
 	var updatedInbox imodels.Inbox
-	if err := m.queries.Update.Get(&updatedInbox, id, inbox.Channel, encryptedConfig, inbox.Name, inbox.From, inbox.CSATEnabled, inbox.Enabled, inbox.Secret, inbox.LinkedEmailInboxID); err != nil {
+	if err := m.queries.Update.Get(&updatedInbox, id, inbox.Channel, encryptedConfig, inbox.Name, inbox.From, inbox.CSATEnabled, inbox.PromptTagsOnReply, inbox.Enabled, inbox.Secret, inbox.LinkedEmailInboxID); err != nil {
 		m.lo.Error("error updating inbox", "error", err)
 		return imodels.Inbox{}, envelope.NewError(envelope.GeneralError, m.i18n.T("globals.messages.somethingWentWrong"), nil)
 	}

internal/inbox/models/models.go

@@ -27,6 +27,7 @@ type Inbox struct {
 	Channel            string          `db:"channel" json:"channel"`
 	Enabled            bool            `db:"enabled" json:"enabled"`
 	CSATEnabled        bool            `db:"csat_enabled" json:"csat_enabled"`
+	PromptTagsOnReply  bool            `db:"prompt_tags_on_reply" json:"prompt_tags_on_reply"`
 	From               string          `db:"from" json:"from"`
 	Config             json.RawMessage `db:"config" json:"config"`
 	Secret             null.String     `db:"secret" json:"secret"`

internal/inbox/queries.sql

@@ -1,24 +1,24 @@
 -- name: get-active-inboxes
-SELECT id, uuid, created_at, updated_at, "name", deleted_at, channel, enabled, csat_enabled, config, "from", linked_email_inbox_id FROM inboxes where enabled is TRUE and deleted_at is NULL;
+SELECT id, uuid, created_at, updated_at, "name", deleted_at, channel, enabled, csat_enabled, prompt_tags_on_reply, config, "from", linked_email_inbox_id FROM inboxes where enabled is TRUE and deleted_at is NULL;
 
 -- name: get-all-inboxes
-SELECT id, uuid, created_at, updated_at, "name", deleted_at, channel, enabled, csat_enabled, config, "from", linked_email_inbox_id FROM inboxes where deleted_at is NULL;
+SELECT id, uuid, created_at, updated_at, "name", deleted_at, channel, enabled, csat_enabled, prompt_tags_on_reply, config, "from", linked_email_inbox_id FROM inboxes where deleted_at is NULL;
 
 -- name: insert-inbox
 INSERT INTO inboxes
-(channel, config, "name", "from", csat_enabled, secret, linked_email_inbox_id)
-VALUES($1, $2, $3, $4, $5, $6, $7)
+(channel, config, "name", "from", csat_enabled, prompt_tags_on_reply, secret, linked_email_inbox_id)
+VALUES($1, $2, $3, $4, $5, $6, $7, $8)
 RETURNING *
 
 -- name: get-inbox
-SELECT id, uuid, created_at, updated_at, "name", deleted_at, channel, enabled, csat_enabled, config, "from", secret, linked_email_inbox_id FROM inboxes where id = $1 and deleted_at is NULL;
+SELECT id, uuid, created_at, updated_at, "name", deleted_at, channel, enabled, csat_enabled, prompt_tags_on_reply, config, "from", secret, linked_email_inbox_id FROM inboxes where id = $1 and deleted_at is NULL;
 
 -- name: get-inbox-by-uuid
-SELECT id, uuid, created_at, updated_at, "name", deleted_at, channel, enabled, csat_enabled, config, "from", secret, linked_email_inbox_id FROM inboxes where uuid = $1 and deleted_at is NULL;
+SELECT id, uuid, created_at, updated_at, "name", deleted_at, channel, enabled, csat_enabled, prompt_tags_on_reply, config, "from", secret, linked_email_inbox_id FROM inboxes where uuid = $1 and deleted_at is NULL;
 
 -- name: update
 UPDATE inboxes
-set channel = $2, config = $3, "name" = $4, "from" = $5, csat_enabled = $6, enabled = $7, secret = $8, linked_email_inbox_id = $9, updated_at = now()
+set channel = $2, config = $3, "name" = $4, "from" = $5, csat_enabled = $6, prompt_tags_on_reply = $7, enabled = $8, secret = $9, linked_email_inbox_id = $10, updated_at = now()
 where id = $1 and deleted_at is NULL
 RETURNING *;
 

internal/migrations/v2.1.0.go

@@ -0,0 +1,19 @@
+package migrations
+
+import (
+	"github.com/jmoiron/sqlx"
+	"github.com/knadh/koanf/v2"
+	"github.com/knadh/stuffbin"
+)
+
+// V2_1_0 updates the database schema to v2.1.0.
+func V2_1_0(db *sqlx.DB, fs stuffbin.FileSystem, ko *koanf.Koanf) error {
+	_, err := db.Exec(`
+		ALTER TABLE inboxes ADD COLUMN IF NOT EXISTS prompt_tags_on_reply bool DEFAULT false NOT NULL;
+	`)
+	if err != nil {
+		return err
+	}
+
+	return nil
+}

schema.sql

@@ -84,6 +84,7 @@ CREATE TABLE inboxes (
 	channel channels NOT NULL,
 	enabled bool DEFAULT TRUE NOT NULL,
 	csat_enabled bool DEFAULT false NOT NULL,
+	prompt_tags_on_reply bool DEFAULT false NOT NULL,
 	config jsonb DEFAULT '{}'::jsonb NOT NULL,
 	"from" TEXT NULL,
 	secret TEXT NULL,