Feature: Collect contact information from users inside the chatbot (#1948)

* Add leads settings to chatflow configuration

* Add leads tab to chatflow configuration with options for lead capture

* Add database entity and migrations for leads

* Add endpoint for adding and fetching leads

* Show lead capture form in UI chat window when enabled

* Add view leads dialog

* Make export leads functional

* Add input for configuring message on successful lead capture

* Add migrations for adding lead email in chat message if available

* show lead email in view messages

* ui touch up

* Remove unused code and update how lead email is shown in view messages dialog

* Fix lead not getting saved

* Disable input when lead form is shown and save lead info to localstorage

* Fix lead capture form not working

* disabled lead save button until at least one form field is turned on, get rid of local storage _LEAD

* add leads API to as whitelist public endpoint

* Send leadEmail in internal chat inputs

* Fix condition for disabling input field and related buttons when lead is enabled/disabled and when lead is saved

* update leads ui

* update error message and alter table add column sqlite migration

---------

Co-authored-by: Henry <hzj94@hotmail.com>

packages/server/src/database/migrations/sqlite/1710832117612-AddLead.ts

@@ -0,0 +1,13 @@
+import { MigrationInterface, QueryRunner } from 'typeorm'
+
+export class AddLead1710832117612 implements MigrationInterface {
+    public async up(queryRunner: QueryRunner): Promise<void> {
+        await queryRunner.query(
+            `CREATE TABLE IF NOT EXISTS "lead" ("id" varchar PRIMARY KEY NOT NULL, "chatflowid" varchar NOT NULL, "chatId" varchar NOT NULL, "name" text, "email" text, "phone" text, "createdDate" datetime NOT NULL DEFAULT (datetime('now')));`
+        )
+    }
+
+    public async down(queryRunner: QueryRunner): Promise<void> {
+        await queryRunner.query(`DROP TABLE IF EXISTS "lead";`)
+    }
+}

packages/server/src/database/migrations/sqlite/1711537986113-AddLeadToChatMessage.ts

@@ -0,0 +1,11 @@
+import { MigrationInterface, QueryRunner } from 'typeorm'
+
+export class AddLeadToChatMessage1711537986113 implements MigrationInterface {
+    public async up(queryRunner: QueryRunner): Promise<void> {
+        await queryRunner.query(`ALTER TABLE "chat_message" ADD COLUMN "leadEmail" TEXT;`)
+    }
+
+    public async down(queryRunner: QueryRunner): Promise<void> {
+        await queryRunner.query(`ALTER TABLE "chat_message" DROP COLUMN "leadEmail";`)
+    }
+}

packages/server/src/database/migrations/sqlite/index.ts

@@ -15,6 +15,8 @@ import { AddVariableEntity1699325775451 } from './1702200925471-AddVariableEntit
 import { AddSpeechToText1706364937060 } from './1706364937060-AddSpeechToText'
 import { AddUpsertHistoryEntity1709814301358 } from './1709814301358-AddUpsertHistoryEntity'
 import { AddFeedback1707213619308 } from './1707213619308-AddFeedback'
+import { AddLead1710832117612 } from './1710832117612-AddLead'
+import { AddLeadToChatMessage1711537986113 } from './1711537986113-AddLeadToChatMessage'
 
 export const sqliteMigrations = [
     Init1693835579790,
@@ -33,5 +35,7 @@ export const sqliteMigrations = [
     AddVariableEntity1699325775451,
     AddSpeechToText1706364937060,
     AddUpsertHistoryEntity1709814301358,
-    AddFeedback1707213619308
+    AddFeedback1707213619308,
+    AddLead1710832117612,
+    AddLeadToChatMessage1711537986113
 ]