General idea

• For every task a separate chat channel
• All assigned users can read and post (also post images)
• Task-related chat is integrated in the editor
• User has an overview of all his chats
• Channels with new messages are highlighted somehow
• PMs can create text templates for chat messages on system and client level, that users can take them over in the chat window

Implementation strategy

Effort is probably (much?) more work be the same for the features currently aimed for, if developed in translate5 from the scratch compared to integration of an open source chat system.

This is even more true for future advanced features and integration issues (like MS Teams or Slack integration) this is for sure different.

Therefore the aim is to integrate an existing open source solution with at least a good bridge to MS Teams and Slack.

The whole chat integration must be possible to de/activate. Should be plug-in.

Chats

• For every task a separate chat channel is created, if someone posted a message
• All assigned users can read and post (also post images or if secure also other documents)
• Task-related chat is integrated in the editor
  • Highlighting of chats with new messages
    • if task is opened in editor, even if task-integrated chat is hidden
    • in overview of tasks for each chat (should be covered by channel overview of chat system)
• Chats can be searched and filtered (should be done within the native chat application, probably iframe)

• • Searched of text
  • Filtered by user and date

User management

• Editor users
  • have access to all chats of all tasks, they are assigned to
  • if unassigned,  user is unassigned from the task chat, yet their messages stay
• PM users
  • have access to all chats of all projects, they are assigned to
  • if unassigned of project, user is unassigned from the task chat, yet their messages stay

Chat overview

• User has an overview of all his chats
• All this functionality comes from the integrated chat system out of the box
• The chat system can be opened in a new tab of the browser from within translate5

Mails for messages

• In the chat system the user can define, if he wants to receive emails for messages

Message templates

• Message templates can created by PMs
• Template management on system level. If easy, also on client level.
• Templates can be copied by each user to the chat, modified and send

Current implementation idea: Part of translate5, not the chat system. User can take over template on click to the chat window. Yet only in the chat embedded in the editor.

For chat overview: Users can go into the template overview and copy by button-click a template to the clipboard and paste it then into the chat.

Requirements for integrated chat solution

• chat window integratible as i-frame
• OpenID Connect support
• After some research rocket.chat is the favorite solution
  • It has a good supported cloud hosting offering with a reasonable pricing
  • Can be installed via docker on-premise
  • License is MIT
  • Paid support for integration partners
  • very well supported and maintained and wide-spread with a lot of well-known companies and governments using it
  • MS Teams and Slack bridges for message sync