Merge branch 'develop' into fix/mexico-whatsapp-phone-normalization-reopen

WhatsApp/Twilio may send Mexican numbers with an extra 1 after the
country code (521XXXXXXXXXX) while the contact is stored without it
(52XXXXXXXXXX), creating duplicate contacts and conversations.

Add a Mexico normalizer alongside the existing Brazil/Argentina ones and
register it in the normalization service so both the WhatsApp Cloud and
Twilio inbound paths match the existing contact.

Reopens #14174 (original author unavailable). Closes #14048.

VERSION_CW

@@ -1 +1 @@
-4.16.1
+4.16.0

app/builders/agent_builder.rb

@@ -2,14 +2,6 @@
 # It initializes with necessary attributes and provides a perform method
 # to create a user and account user in a transaction.
 class AgentBuilder
-  LIMIT_EXCEEDED_MESSAGE = 'Account limit exceeded. Please purchase more licenses'.freeze
-
-  class LimitExceededError < StandardError
-    def initialize
-      super(AgentBuilder::LIMIT_EXCEEDED_MESSAGE)
-    end
-  end
-
   # Initializes an AgentBuilder with necessary attributes.
   # @param email [String] the email of the user.
   # @param name [String] the name of the user.
@@ -22,23 +14,15 @@ class AgentBuilder
   # Creates a user and account user in a transaction.
   # @return [User] the created user.
   def perform
-    account.with_lock do
-      raise LimitExceededError unless can_add_agent?
-
-      ActiveRecord::Base.transaction do
-        @user = find_or_create_user
-        create_account_user
-      end
+    ActiveRecord::Base.transaction do
+      @user = find_or_create_user
+      create_account_user
     end
     @user
   end
 
   private
 
-  def can_add_agent?
-    account.usage_limits[:agents] > account.account_users.count
-  end
-
   # Finds a user by email or creates a new one with a temporary password.
   # @return [User] the found or created user.
   def find_or_create_user

app/controllers/api/v1/accounts/agents_controller.rb

@@ -1,6 +1,8 @@
 class Api::V1::Accounts::AgentsController < Api::V1::Accounts::BaseController
   before_action :fetch_agent, except: [:create, :index, :bulk_create]
   before_action :check_authorization
+  before_action :validate_limit, only: [:create]
+  before_action :validate_limit_for_bulk_create, only: [:bulk_create]
 
   def index
     @agents = agents
@@ -18,8 +20,6 @@ class Api::V1::Accounts::AgentsController < Api::V1::Accounts::BaseController
     )
 
     @agent = builder.perform
-  rescue AgentBuilder::LimitExceededError => e
-    render_payment_required(e.message)
   end
 
   def update
@@ -36,13 +36,25 @@ class Api::V1::Accounts::AgentsController < Api::V1::Accounts::BaseController
   def bulk_create
     emails = params[:emails]
 
-    bulk_create_agents(emails)
+    emails.each do |email|
+      builder = AgentBuilder.new(
+        email: email,
+        name: email.split('@').first,
+        inviter: current_user,
+        account: Current.account
+      )
+      begin
+        builder.perform
+      rescue ActiveRecord::RecordInvalid => e
+        Rails.logger.info "[Agent#bulk_create] ignoring email #{email}, errors: #{e.record.errors}"
+      end
+    end
+
     # This endpoint is used to bulk create agents during onboarding
     # onboarding_step key in present in Current account custom attributes, since this is a one time operation
-    clear_onboarding_step
+    Current.account.custom_attributes.delete('onboarding_step')
+    Current.account.save!
     head :ok
-  rescue AgentBuilder::LimitExceededError => e
-    render_payment_required(e.message)
   end
 
   private
@@ -75,33 +87,22 @@ class Api::V1::Accounts::AgentsController < Api::V1::Accounts::BaseController
     @agents ||= Current.account.users.order_by_full_name.includes(:account_users, { avatar_attachment: [:blob] })
   end
 
-  def bulk_create_agents(emails)
-    Current.account.with_lock do
-      raise AgentBuilder::LimitExceededError if emails.count > available_agent_count
+  def validate_limit_for_bulk_create
+    limit_available = params[:emails].count <= available_agent_count
 
-      emails.each { |email| create_agent_from_email(email) }
-    end
+    render_payment_required('Account limit exceeded. Please purchase more licenses') unless limit_available
   end
 
-  def create_agent_from_email(email)
-    builder = AgentBuilder.new(
-      email: email,
-      name: email.split('@').first,
-      inviter: current_user,
-      account: Current.account
-    )
-    builder.perform
-  rescue ActiveRecord::RecordInvalid => e
-    Rails.logger.info "[Agent#bulk_create] ignoring email #{email}, errors: #{e.record.errors}"
-  end
-
-  def clear_onboarding_step
-    Current.account.custom_attributes.delete('onboarding_step')
-    Current.account.save!
+  def validate_limit
+    render_payment_required('Account limit exceeded. Please purchase more licenses') unless can_add_agent?
   end
 
   def available_agent_count
-    Current.account.usage_limits[:agents] - Current.account.account_users.count
+    Current.account.usage_limits[:agents] - agents.count
+  end
+
+  def can_add_agent?
+    available_agent_count.positive?
   end
 
   def delete_user_record(agent)

app/controllers/api/v1/accounts/integrations/base_controller.rb

@@ -1,9 +0,0 @@
-class Api::V1::Accounts::Integrations::BaseController < Api::V1::Accounts::BaseController
-  private
-
-  # Managing an integration hook (create/update/destroy) is admin-only, enforced via HookPolicy.
-  # Subclasses opt in per action with `before_action :check_authorization, only: [...]`.
-  def check_authorization
-    authorize(:hook)
-  end
-end

app/controllers/api/v1/accounts/integrations/hooks_controller.rb

@@ -1,4 +1,4 @@
-class Api::V1::Accounts::Integrations::HooksController < Api::V1::Accounts::Integrations::BaseController
+class Api::V1::Accounts::Integrations::HooksController < Api::V1::Accounts::BaseController
   before_action :fetch_hook, except: [:create]
   before_action :check_authorization
 
@@ -35,6 +35,10 @@ class Api::V1::Accounts::Integrations::HooksController < Api::V1::Accounts::Inte
     @hook = Current.account.hooks.find(params[:id])
   end
 
+  def check_authorization
+    authorize(:hook)
+  end
+
   def permitted_params
     params.require(:hook).permit(:app_id, :inbox_id, :status, settings: {})
   end

app/controllers/api/v1/accounts/integrations/linear_controller.rb

@@ -1,7 +1,6 @@
-class Api::V1::Accounts::Integrations::LinearController < Api::V1::Accounts::Integrations::BaseController
+class Api::V1::Accounts::Integrations::LinearController < Api::V1::Accounts::BaseController
   before_action :fetch_conversation, only: [:create_issue, :link_issue, :unlink_issue, :linked_issues]
   before_action :fetch_hook, only: [:destroy]
-  before_action :check_authorization, only: [:destroy]
 
   def destroy
     revoke_linear_token

app/controllers/api/v1/accounts/integrations/notion_controller.rb

@@ -1,6 +1,5 @@
-class Api::V1::Accounts::Integrations::NotionController < Api::V1::Accounts::Integrations::BaseController
+class Api::V1::Accounts::Integrations::NotionController < Api::V1::Accounts::BaseController
   before_action :fetch_hook, only: [:destroy]
-  before_action :check_authorization, only: [:destroy]
 
   def destroy
     @hook.destroy!

app/controllers/api/v1/accounts/integrations/shopify_controller.rb

@@ -1,8 +1,7 @@
-class Api::V1::Accounts::Integrations::ShopifyController < Api::V1::Accounts::Integrations::BaseController
+class Api::V1::Accounts::Integrations::ShopifyController < Api::V1::Accounts::BaseController
   include Shopify::IntegrationHelper
   before_action :setup_shopify_context, only: [:orders]
   before_action :fetch_hook, except: [:auth]
-  before_action :check_authorization, only: [:destroy]
   before_action :validate_contact, only: [:orders]
 
   def auth

app/controllers/webhooks/whatsapp_controller.rb

@@ -47,10 +47,18 @@ class Webhooks::WhatsappController < ActionController::API
     metadata = params.dig(:entry, 0, :changes, 0, :value, :metadata)
     return if metadata.blank?
 
-    Whatsapp::WebhookChannelFinderService.new(
-      display_phone_number: metadata[:display_phone_number],
-      phone_number_id: metadata[:phone_number_id]
-    ).perform
+    phone_number = normalized_phone_number(metadata[:display_phone_number])
+    phone_number_id = metadata[:phone_number_id]
+    channel = Channel::Whatsapp.find_by(phone_number: phone_number)
+
+    return channel if channel && channel.provider_config['phone_number_id'] == phone_number_id
+  end
+
+  def normalized_phone_number(phone_number)
+    return if phone_number.blank?
+
+    phone_number = phone_number.to_s
+    phone_number.start_with?('+') ? phone_number : "+#{phone_number}"
   end
 
   def inactive_whatsapp_number?

app/javascript/dashboard/api/captain/assistant.js

@@ -26,20 +26,13 @@ class CaptainAssistant extends ApiClient {
     });
   }
 
-  getMetrics({ assistantId, range, signal }) {
+  getStats({ assistantId, range, signal }) {
     const requestConfig = {
       params: { range, timezone_offset: getTimezoneOffset() },
     };
     if (signal) requestConfig.signal = signal;
 
-    return axios.get(`${this.url}/${assistantId}/metrics`, requestConfig);
-  }
-
-  getFaqStats({ assistantId, signal }) {
-    const requestConfig = {};
-    if (signal) requestConfig.signal = signal;
-
-    return axios.get(`${this.url}/${assistantId}/faq_stats`, requestConfig);
+    return axios.get(`${this.url}/${assistantId}/stats`, requestConfig);
   }
 
   getSummary({ assistantId, range, stats }) {

app/javascript/dashboard/components/widgets/WootWriter/FullEditor.vue

@@ -8,8 +8,6 @@ import {
   EditorState,
   Selection,
   imageResizeView,
-  toggleMark,
-  wrapInList,
 } from '@chatwoot/prosemirror-schema';
 import {
   suggestionsPlugin,
@@ -19,6 +17,8 @@ import imagePastePlugin from '@chatwoot/prosemirror-schema/src/plugins/image';
 import embedPreviewPlugin from '@chatwoot/prosemirror-schema/src/plugins/embedPreview';
 import trailingParagraphPlugin from '@chatwoot/prosemirror-schema/src/plugins/trailingParagraph';
 import { embeds as markdownEmbeds } from 'dashboard/helper/markdownEmbeds';
+import { toggleMark } from 'prosemirror-commands';
+import { wrapInList } from 'prosemirror-schema-list';
 import { toggleBlockType } from '@chatwoot/prosemirror-schema/src/menu/common';
 import { checkFileSizeLimit } from 'shared/helpers/FileHelper';
 import { isEscape } from 'shared/helpers/KeyboardHelpers';

app/javascript/dashboard/components/widgets/conversation/MessagesView.vue

@@ -33,7 +33,9 @@ import {
 // constants
 import { BUS_EVENTS } from 'shared/constants/busEvents';
 import { REPLY_POLICY } from 'shared/constants/links';
-import wootConstants from 'dashboard/constants/globals';
+import wootConstants, {
+  META_RESTRICTION_STATUS_URL,
+} from 'dashboard/constants/globals';
 import { LOCAL_STORAGE_KEYS } from 'dashboard/constants/localStorage';
 import { INBOX_TYPES } from 'dashboard/helper/inbox';
 
@@ -93,6 +95,7 @@ export default {
       currentUserId: 'getCurrentUserID',
       listLoadingStatus: 'getAllMessagesLoaded',
       currentAccountId: 'getCurrentAccountId',
+      isOnChatwootCloud: 'globalConfig/isOnChatwootCloud',
     }),
     isOpen() {
       return this.currentChat?.status === wootConstants.STATUS_TYPE.OPEN;
@@ -170,6 +173,13 @@ export default {
         instagramInbox
       );
     },
+    isInstagramRestrictionBannerVisible() {
+      return this.isOnChatwootCloud && this.isAnInstagramChannel;
+    },
+    instagramRestrictionStatusUrl() {
+      return META_RESTRICTION_STATUS_URL;
+    },
+
     replyWindowBannerMessage() {
       if (this.isAWhatsAppChannel) {
         return this.$t('CONVERSATION.TWILIO_WHATSAPP_CAN_REPLY');
@@ -454,7 +464,15 @@ export default {
   >
     <div ref="topBannerRef">
       <Banner
-        v-if="!currentChat.can_reply"
+        v-if="isInstagramRestrictionBannerVisible"
+        color-scheme="warning"
+        class="mx-2 mt-2 overflow-hidden rounded-lg"
+        :banner-message="$t('CONVERSATION.INSTAGRAM_RESTRICTION_BANNER')"
+        :href-link="instagramRestrictionStatusUrl"
+        :href-link-text="$t('CONVERSATION.INSTAGRAM_RESTRICTION_STATUS_LINK')"
+      />
+      <Banner
+        v-else-if="!currentChat.can_reply"
         color-scheme="alert"
         class="mx-2 mt-2 overflow-hidden rounded-lg"
         :banner-message="replyWindowBannerMessage"

app/javascript/dashboard/composables/spec/useAgentsList.spec.js

@@ -1,9 +1,9 @@
-import { useMapGetter } from 'dashboard/composables/store';
-import * as agentHelper from 'dashboard/helper/agentHelper';
-import { beforeEach, describe, expect, it, vi } from 'vitest';
 import { ref } from 'vue';
+import { describe, it, expect, vi, beforeEach } from 'vitest';
 import { useAgentsList } from '../useAgentsList';
+import { useMapGetter } from 'dashboard/composables/store';
 import { allAgentsData, formattedAgentsData } from './fixtures/agentFixtures';
+import * as agentHelper from 'dashboard/helper/agentHelper';
 
 // Mock vue-i18n
 vi.mock('vue-i18n', () => ({
@@ -94,32 +94,6 @@ describe('useAgentsList', () => {
     expect(agentsList.value.length).toBe(formattedAgentsData.slice(1).length);
   });
 
-  it('keeps nameless agent bots and applies a fallback label', () => {
-    const namelessBot = {
-      id: 91,
-      name: null,
-      assignee_type: 'AgentBot',
-      availability_status: 'offline',
-    };
-    mockUseMapGetter({
-      'inboxAssignableAgents/getAssignableAgents': ref(() => [
-        ...allAgentsData,
-        namelessBot,
-      ]),
-    });
-
-    const { agentsList } = useAgentsList();
-    // access the computed to trigger evaluation
-    expect(agentsList.value).toBeDefined();
-
-    const passedAgents =
-      agentHelper.getAgentsByUpdatedPresence.mock.calls[0][0];
-    expect(passedAgents).toContainEqual({
-      ...namelessBot,
-      name: '-',
-    });
-  });
-
   it('handles empty assignable agents', () => {
     mockUseMapGetter({
       'inboxAssignableAgents/getAssignableAgents': ref(() => []),

app/javascript/dashboard/composables/useAgentsList.js

@@ -1,10 +1,10 @@
+import { computed } from 'vue';
 import { useMapGetter } from 'dashboard/composables/store';
+import { useI18n } from 'vue-i18n';
 import {
   getAgentsByUpdatedPresence,
   getSortedAgentsByAvailability,
 } from 'dashboard/helper/agentHelper';
-import { computed } from 'vue';
-import { useI18n } from 'vue-i18n';
 
 /**
  * A composable function that provides a list of agents for assignment.
@@ -53,11 +53,7 @@ export function useAgentsList(
    * @type {import('vue').ComputedRef<Array>}
    */
   const agentsList = computed(() => {
-    const agents = (assignableAgents.value || []).map(agent =>
-      !agent.name && agent.assignee_type === 'AgentBot'
-        ? { ...agent, name: '-' }
-        : agent
-    );
+    const agents = assignableAgents.value || [];
     const agentsByUpdatedPresence = getAgentsByUpdatedPresence(
       agents,
       currentUser.value,

app/javascript/dashboard/constants/globals.js

@@ -78,3 +78,5 @@ export default {
   },
 };
 export const DEFAULT_REDIRECT_URL = '/app/';
+export const META_RESTRICTION_STATUS_URL =
+  'https://status.chatwoot.com/incident/948346';

app/javascript/dashboard/helper/agentHelper.js

@@ -7,7 +7,7 @@
 export const getAgentsByAvailability = (agents, availability) => {
   return agents
     .filter(agent => agent.availability_status === availability)
-    .sort((a, b) => (a.name || '').localeCompare(b.name || ''));
+    .sort((a, b) => a.name.localeCompare(b.name));
 };
 
 /**

app/javascript/dashboard/helper/editorHelper.js

@@ -1,6 +1,4 @@
 import {
-  InputRule,
-  inputRules,
   MessageMarkdownSerializer,
   MessageMarkdownTransformer,
   messageSchema,
@@ -11,6 +9,7 @@ import * as Sentry from '@sentry/vue';
 import camelcaseKeys from 'camelcase-keys';
 import { FORMATTING, MARKDOWN_PATTERNS } from 'dashboard/constants/editor';
 import { INBOX_TYPES, TWILIO_CHANNEL_MEDIUM } from 'dashboard/helper/inbox';
+import { InputRule, inputRules } from 'prosemirror-inputrules';
 
 /**
  * Extract text from markdown, and remove all images, code blocks, links, headers, bold, italic, lists etc.

app/javascript/dashboard/helper/specs/agentHelper.spec.js

@@ -26,18 +26,6 @@ describe('agentHelper', () => {
         offlineAgentsData
       );
     });
-
-    it('does not throw when an agent has a null name', () => {
-      const agents = [
-        { id: 1, name: null, availability_status: 'offline' },
-        { id: 2, name: 'Zoe', availability_status: 'offline' },
-      ];
-
-      expect(() => getAgentsByAvailability(agents, 'offline')).not.toThrow();
-      expect(
-        getAgentsByAvailability(agents, 'offline').map(agent => agent.id)
-      ).toEqual([1, 2]);
-    });
   });
 
   describe('getSortedAgentsByAvailability', () => {

app/javascript/dashboard/i18n/locale/en/conversation.json

@@ -44,6 +44,8 @@
     "TWILIO_WHATSAPP_CAN_REPLY": "You can only reply to this conversation using a template message due to",
     "TWILIO_WHATSAPP_24_HOURS_WINDOW": "24 hour message window restriction",
     "OLD_INSTAGRAM_INBOX_REPLY_BANNER": "This Instagram account was migrated to the new Instagram channel inbox. All new messages will show up there. You won’t be able to send messages from this conversation anymore.",
+    "INSTAGRAM_RESTRICTION_BANNER": "Instagram is currently restricted. Some messages or actions may be delayed or unavailable while we restore full support.",
+    "INSTAGRAM_RESTRICTION_STATUS_LINK": "View status update",
     "REPLYING_TO": "You are replying to:",
     "REMOVE_SELECTION": "Remove Selection",
     "DOWNLOAD": "Download",

app/javascript/dashboard/i18n/locale/en/inboxMgmt.json

@@ -58,7 +58,9 @@
         "ERROR_MESSAGE": "There was an error connecting to Instagram, please try again",
         "ERROR_AUTH": "There was an error connecting to Instagram, please try again",
         "NEW_INBOX_SUGGESTION": "This Instagram account was previously linked to a different inbox and has now been migrated here. All new messages will appear here. The old inbox will no longer be able to send or receive messages for this account.",
-        "DUPLICATE_INBOX_BANNER": "This Instagram account was migrated to the new Instagram channel inbox. You won’t be able to send/receive Instagram messages from this inbox anymore."
+        "DUPLICATE_INBOX_BANNER": "This Instagram account was migrated to the new Instagram channel inbox. You won’t be able to send/receive Instagram messages from this inbox anymore.",
+        "SETTINGS_RESTRICTED_WARNING": "Instagram is currently restricted. Some messages or actions may be delayed or unavailable while we restore full support.",
+        "STATUS_LINK": "View status update"
       },
       "TIKTOK": {
         "CONTINUE_WITH_TIKTOK": "Continue with TikTok",

app/javascript/dashboard/routes/dashboard/captain/assistants/overview/Index.vue

@@ -26,28 +26,25 @@ const canDrilldown = computed(() => checkPermissions(['administrator']));
 const selectedRange = ref('this_month');
 
 const assistantId = computed(() => route.params.assistantId);
-const metricStats = ref(null);
-const faqStats = ref(null);
-const isFetchingMetrics = ref(false);
+const stats = ref(null);
+const isFetching = ref(false);
 
 // Increments on every fetch so a response (or retry) from a superseded
 // range/assistant can't clobber the latest request's state.
-let metricsFetchToken = 0;
-let faqStatsFetchToken = 0;
-let metricsAbortController = null;
-let faqStatsAbortController = null;
+let fetchToken = 0;
+let abortController = null;
 
-const fetchMetrics = async () => {
-  metricsFetchToken += 1;
-  const token = metricsFetchToken;
-  metricsAbortController?.abort();
-  metricsAbortController = new AbortController();
-  const { signal } = metricsAbortController;
-  metricStats.value = null;
-  isFetchingMetrics.value = true;
+const fetchStats = async () => {
+  fetchToken += 1;
+  const token = fetchToken;
+  abortController?.abort();
+  abortController = new AbortController();
+  const { signal } = abortController;
+  stats.value = null;
+  isFetching.value = true;
 
-  const requestMetrics = () =>
-    CaptainAssistant.getMetrics({
+  const requestStats = () =>
+    CaptainAssistant.getStats({
       assistantId: assistantId.value,
       range: selectedRange.value,
       signal,
@@ -55,54 +52,25 @@ const fetchMetrics = async () => {
 
   let data = null;
   try {
-    ({ data } = await requestMetrics());
+    ({ data } = await requestStats());
   } catch {
     // One silent retry before giving up, unless the request was aborted.
     try {
-      if (token === metricsFetchToken && !signal.aborted)
-        ({ data } = await requestMetrics());
+      if (token === fetchToken && !signal.aborted)
+        ({ data } = await requestStats());
     } catch {
       data = null;
     }
   }
 
-  if (token !== metricsFetchToken || signal.aborted) return;
-  metricStats.value = data;
-  isFetchingMetrics.value = false;
+  if (token !== fetchToken || signal.aborted) return;
+  stats.value = data;
+  isFetching.value = false;
 };
 
-const fetchFaqStats = async () => {
-  faqStatsFetchToken += 1;
-  const token = faqStatsFetchToken;
-  faqStatsAbortController?.abort();
-  faqStatsAbortController = new AbortController();
-  const { signal } = faqStatsAbortController;
-  faqStats.value = null;
+onUnmounted(() => abortController?.abort());
 
-  try {
-    const { data } = await CaptainAssistant.getFaqStats({
-      assistantId: assistantId.value,
-      signal,
-    });
-    if (token === faqStatsFetchToken && !signal.aborted) faqStats.value = data;
-  } catch {
-    if (token === faqStatsFetchToken && !signal.aborted) faqStats.value = null;
-  }
-};
-
-const summaryStats = computed(() => {
-  if (!metricStats.value || !faqStats.value) return null;
-
-  return { ...metricStats.value, knowledge: faqStats.value };
-});
-
-onUnmounted(() => {
-  metricsAbortController?.abort();
-  faqStatsAbortController?.abort();
-});
-
-watch([selectedRange, assistantId], fetchMetrics, { immediate: true });
-watch(assistantId, fetchFaqStats, { immediate: true });
+watch([selectedRange, assistantId], fetchStats, { immediate: true });
 
 // `direction` says whether a rising trend is good ('up'), bad ('down'), or
 // neutral, so we can colour the delta independently of its sign.
@@ -122,7 +90,7 @@ const formatDuration = hours =>
   hours >= 100 ? `${Math.round(hours / 24)}d` : `${hours}h`;
 
 const metricFor = (statKey, formatValue, direction, trendKind = 'percent') => {
-  const data = metricStats.value?.[statKey];
+  const data = stats.value?.[statKey];
   if (!data) return { value: '—', trend: '', trendGood: null };
 
   const sign = data.trend > 0 ? '+' : '';
@@ -216,9 +184,9 @@ const closeDrilldown = () => {
       <div class="flex flex-col gap-6 pb-8">
         <InboxBanner />
 
-        <CoverageBanner :knowledge="faqStats ?? undefined" />
+        <CoverageBanner :knowledge="stats?.knowledge" />
 
-        <WelcomeCard :range="selectedRange" :stats="summaryStats" />
+        <WelcomeCard :range="selectedRange" :stats="stats" />
 
         <div
           class="grid grid-cols-1 gap-px overflow-hidden border rounded-xl sm:grid-cols-2 lg:grid-cols-3 bg-n-weak border-n-weak"
@@ -231,15 +199,13 @@ const closeDrilldown = () => {
             :trend="metric.trend"
             :hint="metric.hint"
             :trend-good="metric.trendGood"
-            :loading="isFetchingMetrics"
-            :clickable="
-              canDrilldown && Boolean(metric.metric) && !isFetchingMetrics
-            "
+            :loading="isFetching"
+            :clickable="canDrilldown && Boolean(metric.metric) && !isFetching"
             @click="openDrilldown(metric)"
           />
         </div>
 
-        <KnowledgeCard :knowledge="faqStats ?? undefined" />
+        <KnowledgeCard :knowledge="stats?.knowledge" />
 
         <QuickLinks />
       </div>

app/javascript/dashboard/routes/dashboard/settings/agentBots/Index.vue

@@ -135,7 +135,7 @@ onMounted(() => {
               <BaseTableCell class="max-w-0">
                 <div class="flex items-center gap-4 min-w-0">
                   <Avatar
-                    :name="bot.name || ''"
+                    :name="bot.name"
                     :src="bot.thumbnail"
                     :size="40"
                     class="flex-shrink-0"

app/javascript/dashboard/routes/dashboard/settings/inbox/Settings.vue

@@ -4,6 +4,8 @@ import { shouldBeUrl } from 'shared/helpers/Validators';
 import { useAlert } from 'dashboard/composables';
 import { useVuelidate } from '@vuelidate/core';
 import Avatar from 'next/avatar/Avatar.vue';
+import Banner from 'dashboard/components-next/banner/Banner.vue';
+import Icon from 'dashboard/components-next/icon/Icon.vue';
 import SettingIntroBanner from 'dashboard/components/widgets/SettingIntroBanner.vue';
 import SettingsToggleSection from 'dashboard/components-next/Settings/SettingsToggleSection.vue';
 import SettingsFieldSection from 'dashboard/components-next/Settings/SettingsFieldSection.vue';
@@ -44,9 +46,11 @@ import SelectInput from 'dashboard/components-next/select/Select.vue';
 import Widget from 'dashboard/modules/widget-preview/components/Widget.vue';
 import AccessToken from 'dashboard/routes/dashboard/settings/profile/AccessToken.vue';
 import { copyTextToClipboard } from 'shared/helpers/clipboard';
+import { META_RESTRICTION_STATUS_URL } from 'dashboard/constants/globals';
 
 export default {
   components: {
+    Banner,
     BotConfiguration,
     CollaboratorsPage,
     ConfigurationPage,
@@ -80,6 +84,7 @@ export default {
     WhatsappManualMigrationBanner,
     Widget,
     AccessToken,
+    Icon,
   },
   mixins: [inboxMixin],
   setup() {
@@ -343,6 +348,12 @@ export default {
     instagramUnauthorized() {
       return this.isAnInstagramChannel && this.inbox.reauthorization_required;
     },
+    showInstagramRestrictionSettingsBanner() {
+      return this.isOnChatwootCloud && this.isAnInstagramChannel;
+    },
+    metaRestrictionStatusUrl() {
+      return META_RESTRICTION_STATUS_URL;
+    },
     tiktokUnauthorized() {
       return this.isATiktokChannel && this.inbox.reauthorization_required;
     },
@@ -809,6 +820,29 @@ export default {
           :class="bannerMaxWidth"
           @start="openWhatsAppManualMigrationDialog"
         />
+        <Banner
+          v-if="showInstagramRestrictionSettingsBanner"
+          color="amber"
+          class="mx-6 mb-4 max-w-4xl"
+        >
+          <div class="flex items-start gap-3 text-start">
+            <Icon
+              icon="i-lucide-triangle-alert"
+              class="flex-shrink-0 size-4 mt-0.5"
+            />
+            <span>
+              {{ $t('INBOX_MGMT.ADD.INSTAGRAM.SETTINGS_RESTRICTED_WARNING') }}
+              <a
+                :href="metaRestrictionStatusUrl"
+                class="link underline"
+                rel="noopener noreferrer nofollow"
+                target="_blank"
+              >
+                {{ $t('INBOX_MGMT.ADD.INSTAGRAM.STATUS_LINK') }}
+              </a>
+            </span>
+          </div>
+        </Banner>
 
         <div
           v-if="selectedTabKey === 'inbox-settings'"

app/javascript/shared/components/ui/MultiselectDropdown.vue

@@ -68,10 +68,6 @@ const isAgentBot = computed(
   () => props.selectedItem?.assignee_type === 'AgentBot'
 );
 
-const selectedItemName = computed(() =>
-  !props.selectedItem?.name && isAgentBot.value ? '-' : props.selectedItem?.name
-);
-
 const selectedThumbnail = computed(
   () => props.selectedItem?.thumbnail || props.selectedItem?.avatar_url
 );
@@ -99,16 +95,16 @@ const selectedThumbnail = computed(
           <h4
             v-else
             class="items-center overflow-hidden text-sm leading-tight whitespace-nowrap text-ellipsis text-n-slate-12"
-            :title="selectedItemName"
+            :title="selectedItem.name"
           >
-            {{ selectedItemName }}
+            {{ selectedItem.name }}
           </h4>
         </div>
         <Avatar
           v-if="hasValue && hasThumbnail && (isAgentBot || !hasIcon)"
           :src="selectedThumbnail"
           :status="selectedItem.availability_status"
-          :name="selectedItemName"
+          :name="selectedItem.name"
           :icon-name="isAgentBot ? 'i-lucide-bot' : undefined"
           :size="24"
           hide-offline-status

app/javascript/shared/components/ui/MultiselectDropdownItems.vue

@@ -53,9 +53,7 @@ export default {
   computed: {
     filteredOptions() {
       return this.options.filter(option => {
-        return (option.name || '')
-          .toLowerCase()
-          .includes(this.search.toLowerCase());
+        return option.name.toLowerCase().includes(this.search.toLowerCase());
       });
     },
     noResult() {

app/javascript/widget/components/ChatFooter.vue

@@ -11,8 +11,6 @@ import { IFrameHelper } from '../helpers/utils';
 import { CHATWOOT_ON_START_CONVERSATION } from '../constants/sdkEvents';
 import { emitter } from 'shared/helpers/mitt';
 
-const TRANSCRIPT_COOLDOWN_MS = 15000;
-
 export default {
   components: {
     ChatInputWrap,
@@ -26,9 +24,6 @@ export default {
   data() {
     return {
       inReplyTo: null,
-      isSendingTranscript: false,
-      transcriptCooldown: false,
-      transcriptCooldownTimer: null,
     };
   },
   computed: {
@@ -62,9 +57,6 @@ export default {
   mounted() {
     emitter.on(BUS_EVENTS.TOGGLE_REPLY_TO_MESSAGE, this.toggleReplyTo);
   },
-  beforeUnmount() {
-    clearTimeout(this.transcriptCooldownTimer);
-  },
   methods: {
     ...mapActions('conversation', ['sendMessage', 'sendAttachment']),
     ...mapActions('conversationAttributes', ['getAttributes']),
@@ -98,35 +90,19 @@ export default {
     toggleReplyTo(message) {
       this.inReplyTo = message;
     },
-    startTranscriptCooldown() {
-      this.transcriptCooldown = true;
-      clearTimeout(this.transcriptCooldownTimer);
-      this.transcriptCooldownTimer = setTimeout(() => {
-        this.transcriptCooldown = false;
-      }, TRANSCRIPT_COOLDOWN_MS);
-    },
     async sendTranscript() {
-      if (
-        !this.hasEmail ||
-        this.isSendingTranscript ||
-        this.transcriptCooldown
-      ) {
-        return;
-      }
-      this.isSendingTranscript = true;
-      try {
-        await sendEmailTranscript();
-        this.startTranscriptCooldown();
-        emitter.emit(BUS_EVENTS.SHOW_ALERT, {
-          message: this.$t('EMAIL_TRANSCRIPT.SEND_EMAIL_SUCCESS'),
-          type: 'success',
-        });
-      } catch (error) {
-        emitter.emit(BUS_EVENTS.SHOW_ALERT, {
-          message: this.$t('EMAIL_TRANSCRIPT.SEND_EMAIL_ERROR'),
-        });
-      } finally {
-        this.isSendingTranscript = false;
+      if (this.hasEmail) {
+        try {
+          await sendEmailTranscript();
+          emitter.emit(BUS_EVENTS.SHOW_ALERT, {
+            message: this.$t('EMAIL_TRANSCRIPT.SEND_EMAIL_SUCCESS'),
+            type: 'success',
+          });
+        } catch (error) {
+          emitter.$emit(BUS_EVENTS.SHOW_ALERT, {
+            message: this.$t('EMAIL_TRANSCRIPT.SEND_EMAIL_ERROR'),
+          });
+        }
       }
     },
   },
@@ -168,7 +144,6 @@ export default {
       v-if="showEmailTranscriptButton"
       type="clear"
       class="font-normal"
-      :disabled="isSendingTranscript || transcriptCooldown"
       @click="sendTranscript"
     >
       {{ $t('EMAIL_TRANSCRIPT.BUTTON_TEXT') }}

app/jobs/webhooks/whatsapp_events_job.rb

@@ -153,11 +153,11 @@ class Webhooks::WhatsappEventsJob < MutexApplicationJob
   end
 
   def get_channel_from_wb_payload(wb_params)
-    metadata = wb_params[:entry].first[:changes].first.dig(:value, :metadata) || {}
-    Whatsapp::WebhookChannelFinderService.new(
-      display_phone_number: metadata[:display_phone_number],
-      phone_number_id: metadata[:phone_number_id]
-    ).perform
+    phone_number = "+#{wb_params[:entry].first[:changes].first.dig(:value, :metadata, :display_phone_number)}"
+    phone_number_id = wb_params[:entry].first[:changes].first.dig(:value, :metadata, :phone_number_id)
+    channel = Channel::Whatsapp.find_by(phone_number: phone_number)
+    # validate to ensure the phone number id matches the whatsapp channel
+    return channel if channel && channel.provider_config['phone_number_id'] == phone_number_id
   end
 end
 

app/services/whatsapp/phone_normalizers/mexico_phone_normalizer.rb

@@ -0,0 +1,23 @@
+# Handles Mexico phone number normalization
+#
+# WhatsApp may include a "1" after Mexico's country code (521), while contacts
+# can already be stored without it (52). Normalize to the stored WAID (digits-only)
+# format; provider formatting (whatsapp:+...) happens in the normalization service.
+# The mobile "1" only appears on the 13-digit form (52 + 1 + 10 digits), so guard
+# on length to avoid stripping a legitimate "1" from a shorter national number.
+class Whatsapp::PhoneNormalizers::MexicoPhoneNormalizer < Whatsapp::PhoneNormalizers::BasePhoneNormalizer
+  COUNTRY_CODE_WITH_MOBILE_LENGTH = 13
+
+  def normalize(waid)
+    return waid unless handles_country?(waid)
+    return waid unless waid.length == COUNTRY_CODE_WITH_MOBILE_LENGTH
+
+    waid.sub(/^521/, '52')
+  end
+
+  private
+
+  def country_code_pattern
+    /^52/
+  end
+end

app/services/whatsapp/phone_number_normalization_service.rb

@@ -1,5 +1,5 @@
 # Service to handle phone number normalization for WhatsApp messages
-# Currently supports Brazil and Argentina phone number format variations
+# Currently supports Brazil, Argentina, and Mexico phone number format variations
 # Supports both WhatsApp Cloud API and Twilio WhatsApp providers
 class Whatsapp::PhoneNumberNormalizationService
   def initialize(inbox)
@@ -64,6 +64,7 @@ class Whatsapp::PhoneNumberNormalizationService
 
   NORMALIZERS = [
     Whatsapp::PhoneNormalizers::BrazilPhoneNormalizer,
-    Whatsapp::PhoneNormalizers::ArgentinaPhoneNormalizer
+    Whatsapp::PhoneNormalizers::ArgentinaPhoneNormalizer,
+    Whatsapp::PhoneNormalizers::MexicoPhoneNormalizer
   ].freeze
 end

app/services/whatsapp/send_on_whatsapp_service.rb

@@ -6,10 +6,12 @@ class Whatsapp::SendOnWhatsappService < Base::SendOnChannelService
   end
 
   def perform_reply
-    return send_template_message if template_params.present?
-    return send_session_message if message.conversation.can_reply?
-
-    message.update!(status: :failed, external_error: I18n.t('errors.whatsapp.message_outside_messaging_window'))
+    should_send_template_message = template_params.present? || !message.conversation.can_reply?
+    if should_send_template_message
+      send_template_message
+    else
+      send_session_message
+    end
   end
 
   def send_template_message

app/services/whatsapp/webhook_channel_finder_service.rb

@@ -1,35 +0,0 @@
-# Resolves the WhatsApp channel for an inbound WhatsApp Cloud webhook. Meta's
-# display_phone_number can arrive formatted or in a country-specific variant (e.g. Brazil
-# omits the mobile 9, Argentina adds a digit after the country code), so we try the
-# raw digits first and then a normalized fallback, accepting only a candidate whose
-# phone_number_id matches.
-class Whatsapp::WebhookChannelFinderService
-  def initialize(display_phone_number:, phone_number_id:)
-    @display_phone_number = display_phone_number
-    @phone_number_id = phone_number_id
-  end
-
-  def perform
-    return if digits.blank?
-
-    candidates = [
-      Channel::Whatsapp.find_by(phone_number: "+#{digits}"),
-      channel_by_normalized_number
-    ]
-    candidates.compact.find { |channel| channel.provider_config['phone_number_id'] == @phone_number_id }
-  end
-
-  private
-
-  def digits
-    @digits ||= @display_phone_number.to_s.gsub(/[^0-9]/, '')
-  end
-
-  def channel_by_normalized_number
-    normalizer = Whatsapp::PhoneNumberNormalizationService::NORMALIZERS
-                 .lazy.map(&:new).find { |n| n.handles_country?(digits) }
-    return unless normalizer
-
-    Channel::Whatsapp.find_by(phone_number: "+#{normalizer.normalize(digits)}")
-  end
-end

config/app.yml

@@ -1,5 +1,5 @@
 shared: &shared
-  version: '4.16.1'
+  version: '4.16.0'
 
 development:
   <<: *shared

config/locales/en.yml

@@ -154,7 +154,6 @@ en:
       invalid_token_permissions: 'The access token does not have the required permissions for WhatsApp.'
       phone_info_fetch_failed: 'Failed to fetch phone number information. Please try again.'
       phone_number_already_exists: 'Channel already exists for this phone number: %{phone_number}, please contact support if the error persists'
-      message_outside_messaging_window: 'Message not sent because the WhatsApp 24-hour customer service window is closed and no template parameters were provided. Send an approved template message instead.'
       reauthorization:
         generic: 'Failed to reauthorize WhatsApp. Please try again.'
         not_supported: 'Reauthorization is not supported for this type of WhatsApp channel.'

config/routes.rb

@@ -66,8 +66,7 @@ Rails.application.routes.draw do
             resources :assistants do
               member do
                 post :playground
-                get :metrics
-                get :faq_stats
+                get :stats
                 get :summary
                 get :drilldown
               end

db/migrate/20260721100000_create_captain_message_sources.rb

@@ -1,17 +0,0 @@
-class CreateCaptainMessageSources < ActiveRecord::Migration[7.1]
-  def change
-    create_table :captain_message_sources do |t|
-      t.references :account, null: false, index: true
-      t.references :assistant, null: false, index: true
-      t.references :conversation, null: false, index: true
-      t.references :message, null: false, index: true
-      t.references :document, null: false, index: true
-      t.bigint :assistant_response_id, null: false
-
-      t.timestamps
-    end
-
-    add_index :captain_message_sources, [:message_id, :assistant_response_id],
-              unique: true, name: 'idx_captain_message_sources_on_message_and_response'
-  end
-end

db/schema.rb

@@ -10,7 +10,7 @@
 #
 # It's strongly recommended that you check this file into your version control system.
 
-ActiveRecord::Schema[7.1].define(version: 2026_07_21_100000) do
+ActiveRecord::Schema[7.1].define(version: 2026_07_13_184351) do
   # These extensions should be enabled to support this database
   enable_extension "pg_stat_statements"
   enable_extension "pg_trgm"
@@ -477,23 +477,6 @@ ActiveRecord::Schema[7.1].define(version: 2026_07_21_100000) do
     t.index ["user_id"], name: "index_captain_message_reports_on_user_id"
   end
 
-  create_table "captain_message_sources", force: :cascade do |t|
-    t.bigint "account_id", null: false
-    t.bigint "assistant_id", null: false
-    t.bigint "conversation_id", null: false
-    t.bigint "message_id", null: false
-    t.bigint "document_id", null: false
-    t.bigint "assistant_response_id", null: false
-    t.datetime "created_at", null: false
-    t.datetime "updated_at", null: false
-    t.index ["account_id"], name: "index_captain_message_sources_on_account_id"
-    t.index ["assistant_id"], name: "index_captain_message_sources_on_assistant_id"
-    t.index ["conversation_id"], name: "index_captain_message_sources_on_conversation_id"
-    t.index ["document_id"], name: "index_captain_message_sources_on_document_id"
-    t.index ["message_id", "assistant_response_id"], name: "idx_captain_message_sources_on_message_and_response", unique: true
-    t.index ["message_id"], name: "index_captain_message_sources_on_message_id"
-  end
-
   create_table "captain_scenarios", force: :cascade do |t|
     t.string "title"
     t.text "description"

enterprise/app/builders/captain/assistant_stats_builder.rb

@@ -37,23 +37,6 @@ class Captain::AssistantStatsBuilder
     build_metrics(current, previous)
   end
 
-  # Approved/pending FAQ counts and the document total in a single round trip.
-  def faq_stats
-    approved, pending, documents = Captain::AssistantResponse.by_assistant(assistant.id).reorder(nil).pick(
-      Arel.sql("COUNT(*) FILTER (WHERE status = #{Captain::AssistantResponse.statuses['approved']})"),
-      Arel.sql("COUNT(*) FILTER (WHERE status = #{Captain::AssistantResponse.statuses['pending']})"),
-      Arel.sql("(SELECT COUNT(*) FROM captain_documents WHERE assistant_id = #{assistant.id.to_i})")
-    )
-    total = approved + pending
-
-    {
-      approved: approved,
-      pending: pending,
-      documents: documents,
-      coverage: total.zero? ? 0 : (approved.to_f / total * 100).round
-    }
-  end
-
   private
 
   attr_reader :window
@@ -73,7 +56,8 @@ class Captain::AssistantStatsBuilder
       handoff_rate: pack(current[:handoff], previous[:handoff], :point),
       hours_saved: pack(current[:hours_saved], previous[:hours_saved], :percent),
       reopen_rate: pack(current[:reopen], previous[:reopen], :point),
-      conversation_depth: pack(current[:depth], previous[:depth], :absolute)
+      conversation_depth: pack(current[:depth], previous[:depth], :absolute),
+      knowledge: knowledge
     }
   end
 
@@ -89,7 +73,7 @@ class Captain::AssistantStatsBuilder
       auto_resolution: rate(resolution[:resolved], handled),
       handoff: rate(resolution[:handoff], handled),
       hours_saved: (public_count * SECONDS_SAVED_PER_REPLY / 3600.0).round,
-      reopen: reopen_rate(range, resolution[:resolved]),
+      reopen: reopen_rate(range),
       depth: depth_conversations.zero? ? 0 : (public_count.to_f / depth_conversations).round(1)
     }
   end
@@ -174,9 +158,7 @@ class Captain::AssistantStatsBuilder
   # derived from the assistant's handled conversations (not current inbox membership) so a later
   # inbox reassignment doesn't drop historical resolves, and covers both the evaluated (inference)
   # and time-based (bot) resolve paths so the denominator matches auto_resolution_rate.
-  def reopen_rate(range, resolved_count)
-    return 0 if resolved_count.zero?
-
+  def reopen_rate(range)
     resolved_scope = account.reporting_events
                             .where(name: RESOLVED_EVENT_NAMES, created_at: range,
                                    conversation_id: handled_scope(range).select(:conversation_id))
@@ -196,7 +178,24 @@ class Captain::AssistantStatsBuilder
                              'ON resolves.conversation_id = reporting_events.conversation_id ' \
                              'AND reporting_events.event_end_time >= resolves.event_end_time')
                       .distinct.count('reporting_events.conversation_id')
-    rate(reopened, resolved_count)
+    rate(reopened, resolved_scope.distinct.count(:conversation_id))
+  end
+
+  # Approved/pending FAQ counts and the document total in a single round trip.
+  def knowledge
+    approved, pending, documents = Captain::AssistantResponse.by_assistant(assistant.id).reorder(nil).pick(
+      Arel.sql("COUNT(*) FILTER (WHERE status = #{Captain::AssistantResponse.statuses['approved']})"),
+      Arel.sql("COUNT(*) FILTER (WHERE status = #{Captain::AssistantResponse.statuses['pending']})"),
+      Arel.sql("(SELECT COUNT(*) FROM captain_documents WHERE assistant_id = #{assistant.id.to_i})")
+    )
+    total = approved + pending
+
+    {
+      approved: approved,
+      pending: pending,
+      documents: documents,
+      coverage: total.zero? ? 0 : (approved.to_f / total * 100).round
+    }
   end
 
   def rate(numerator, denominator)

enterprise/app/controllers/api/v1/accounts/captain/assistants_controller.rb

@@ -1,7 +1,7 @@
 class Api::V1::Accounts::Captain::AssistantsController < Api::V1::Accounts::BaseController
   before_action -> { check_authorization(Captain::Assistant) }
 
-  before_action :set_assistant, only: [:show, :update, :destroy, :playground, :metrics, :faq_stats, :summary, :drilldown]
+  before_action :set_assistant, only: [:show, :update, :destroy, :playground, :stats, :summary, :drilldown]
 
   def index
     @assistants = account_assistants.ordered
@@ -42,14 +42,10 @@ class Api::V1::Accounts::Captain::AssistantsController < Api::V1::Accounts::Base
     @tools = assistant.available_agent_tools
   end
 
-  def metrics
+  def stats
     render json: Captain::AssistantStatsBuilder.new(@assistant, params[:range], params[:timezone_offset]).metrics
   end
 
-  def faq_stats
-    render json: Captain::AssistantStatsBuilder.new(@assistant).faq_stats
-  end
-
   def summary
     window = Captain::AssistantStatsWindow.new(params[:range], params[:timezone_offset])
     result = cached_or_generated_summary(window, summary_stats)

enterprise/app/controllers/api/v1/accounts/captain/documents_controller.rb

@@ -11,7 +11,7 @@ class Api::V1::Accounts::Captain::DocumentsController < Api::V1::Accounts::BaseC
     @documents = filtered_documents
     @documents_count = @documents.count
     @sync_interval_hours = current_sync_interval&.in_hours&.to_i
-    @documents = with_document_usage(@documents).page(@current_page).per(RESULTS_PER_PAGE)
+    @documents = with_responses_count(@documents).page(@current_page).per(RESULTS_PER_PAGE)
   end
 
   def show; end
@@ -61,23 +61,14 @@ class Api::V1::Accounts::Captain::DocumentsController < Api::V1::Accounts::BaseC
     apply_sort(documents, permitted_params[:sort])
   end
 
-  def with_document_usage(scope)
-    response_counts = Captain::AssistantResponse.where(documentable_type: 'Captain::Document')
-                                                .group(:documentable_id)
-                                                .select('documentable_id AS document_id, COUNT(*) AS responses_count')
-    source_counts = Captain::MessageSource.group(:document_id).select(
-      'document_id, COUNT(DISTINCT message_id) AS used_in_answers_count, COUNT(DISTINCT conversation_id) AS used_in_conversations_count'
-    )
-
-    scope.joins("LEFT JOIN (#{response_counts.to_sql}) response_counts ON response_counts.document_id = captain_documents.id")
-         .joins("LEFT JOIN (#{source_counts.to_sql}) source_counts ON source_counts.document_id = captain_documents.id")
-         .select('captain_documents.*, COALESCE(response_counts.responses_count, 0) AS responses_count, ' \
-                 'COALESCE(source_counts.used_in_answers_count, 0) AS used_in_answers_count, ' \
-                 'COALESCE(source_counts.used_in_conversations_count, 0) AS used_in_conversations_count')
+  def with_responses_count(scope)
+    scope.left_joins(:responses)
+         .select('captain_documents.*, COUNT(captain_assistant_responses.id) AS responses_count')
+         .group('captain_documents.id')
   end
 
   def set_document
-    @document = with_document_usage(@documents).find(permitted_params[:id])
+    @document = @documents.find(permitted_params[:id])
   end
 
   def set_assistant

enterprise/app/controllers/enterprise/api/v1/accounts/agents_controller.rb

@@ -1,8 +1,6 @@
 module Enterprise::Api::V1::Accounts::AgentsController
   def create
     super
-    return if @agent.blank?
-
     associate_agent_with_custom_role
   end
 

enterprise/app/jobs/captain/conversation/response_builder_job.rb

@@ -68,7 +68,7 @@ class Captain::Conversation::ResponseBuilderJob < ApplicationJob
         # left is the customer-facing follow-up message.
         process_v2_handoff
       end
-      capture_assistant_session(result_message: @handoff_message, credits_consumed: 0.0, capture_message_sources: false)
+      capture_assistant_session(result_message: @handoff_message, credits_consumed: 0.0)
     elsif v1_handoff_requested?
       # V1 only signals via the response string — no state has been touched yet. If
       # the conversation isn't pending anymore, a human took over mid-run; bail out
@@ -83,7 +83,7 @@ class Captain::Conversation::ResponseBuilderJob < ApplicationJob
         Rails.logger.info("[CAPTAIN][ResponseBuilderJob] Incrementing response usage for #{account.id}")
         account.increment_response_usage
       end
-      capture_assistant_session(result_message: message, credits_consumed: 1.0, capture_message_sources: captain_v2_enabled?)
+      capture_assistant_session(result_message: message, credits_consumed: 1.0)
     end
   end
 
@@ -142,10 +142,9 @@ class Captain::Conversation::ResponseBuilderJob < ApplicationJob
   # Capture runs outside the delivery transaction and never raises (the service
   # swallows its own failures): a session-logging bug must never roll back the
   # customer reply or trigger the top-level handle_error handoff on top of it.
-  def capture_assistant_session(result_message:, credits_consumed:, capture_message_sources:)
+  def capture_assistant_session(result_message:, credits_consumed:)
     Captain::Assistant::SessionCaptureService.new(assistant: @assistant, conversation: @conversation, run_result: @run_result,
-                                                  result_message: result_message, credits_consumed: credits_consumed,
-                                                  capture_message_sources: capture_message_sources).capture
+                                                  result_message: result_message, credits_consumed: credits_consumed).capture
   end
 
   def handle_error(error)

enterprise/app/models/captain/document.rb

@@ -34,7 +34,6 @@ class Captain::Document < ApplicationRecord
 
   belongs_to :assistant, class_name: 'Captain::Assistant'
   has_many :responses, class_name: 'Captain::AssistantResponse', dependent: :destroy, as: :documentable
-  has_many :message_sources, class_name: 'Captain::MessageSource', dependent: :destroy_async
   belongs_to :account
   has_one_attached :pdf_file
   store_accessor :metadata, :content_fingerprint, :last_sync_error_code, :sync_step, :openai_file_id

enterprise/app/models/captain/message_source.rb

@@ -1,33 +0,0 @@
-# == Schema Information
-#
-# Table name: captain_message_sources
-#
-#  id                    :bigint           not null, primary key
-#  created_at            :datetime         not null
-#  updated_at            :datetime         not null
-#  account_id            :bigint           not null
-#  assistant_id          :bigint           not null
-#  assistant_response_id :bigint           not null
-#  conversation_id       :bigint           not null
-#  document_id           :bigint           not null
-#  message_id            :bigint           not null
-#
-# Indexes
-#
-#  idx_captain_message_sources_on_message_and_response  (message_id,assistant_response_id) UNIQUE
-#  index_captain_message_sources_on_account_id          (account_id)
-#  index_captain_message_sources_on_assistant_id        (assistant_id)
-#  index_captain_message_sources_on_conversation_id     (conversation_id)
-#  index_captain_message_sources_on_document_id         (document_id)
-#  index_captain_message_sources_on_message_id          (message_id)
-#
-class Captain::MessageSource < ApplicationRecord
-  self.table_name = 'captain_message_sources'
-
-  belongs_to :account
-  belongs_to :assistant, class_name: 'Captain::Assistant'
-  belongs_to :conversation, class_name: '::Conversation'
-  belongs_to :message
-  belongs_to :document, class_name: 'Captain::Document'
-  belongs_to :assistant_response, class_name: 'Captain::AssistantResponse', optional: true
-end

enterprise/app/models/enterprise/concerns/account.rb

@@ -16,7 +16,6 @@ module Enterprise::Concerns::Account
     has_many :captain_documents, dependent: :destroy_async, class_name: 'Captain::Document'
     has_many :captain_custom_tools, dependent: :destroy_async, class_name: 'Captain::CustomTool'
     has_many :captain_agent_sessions, dependent: :destroy_async, class_name: 'Captain::AgentSession'
-    has_many :captain_message_sources, dependent: :destroy_async, class_name: 'Captain::MessageSource'
 
     has_many :copilot_threads, dependent: :destroy_async
     has_many :companies, dependent: :destroy_async

enterprise/app/models/enterprise/concerns/message.rb

@@ -4,6 +4,5 @@ module Enterprise::Concerns::Message
   included do
     has_one :call, dependent: :nullify
     has_many :message_reports, class_name: 'Captain::MessageReport', dependent: :destroy_async
-    has_many :captain_message_sources, class_name: 'Captain::MessageSource', dependent: :destroy_async
   end
 end

enterprise/app/policies/captain/assistant_policy.rb

@@ -7,11 +7,7 @@ class Captain::AssistantPolicy < ApplicationPolicy
     true
   end
 
-  def metrics?
-    true
-  end
-
-  def faq_stats?
+  def stats?
     true
   end
 

enterprise/app/services/captain/assistant/session_capture_service.rb

@@ -1,13 +1,12 @@
 class Captain::Assistant::SessionCaptureService
   SCENARIO_AGENT_REGEX = /\A#{Captain::Scenario::HANDOFF_KEY_PREFIX}_(\d+)_/
 
-  def initialize(assistant:, conversation:, run_result:, result_message:, **options)
+  def initialize(assistant:, conversation:, run_result:, result_message:, credits_consumed:)
     @assistant = assistant
     @conversation = conversation
     @run_result = run_result
     @result_message = result_message
-    @credits_consumed = options.fetch(:credits_consumed)
-    @capture_message_sources = options.fetch(:capture_message_sources, false)
+    @credits_consumed = credits_consumed
   end
 
   def capture
@@ -24,7 +23,7 @@ class Captain::Assistant::SessionCaptureService
   def capture!
     model = @assistant.agent_model
 
-    session = Captain::AgentSession.create!(
+    Captain::AgentSession.create!(
       assistant: @assistant,
       session_type: :assistant,
       subject: @conversation,
@@ -36,8 +35,6 @@ class Captain::Assistant::SessionCaptureService
       scenario_ids: scenario_ids,
       run_context: current_turn_history
     )
-    capture_message_sources(metadata) if @capture_message_sources
-    session
   end
 
   private
@@ -73,42 +70,6 @@ class Captain::Assistant::SessionCaptureService
     ids & @assistant.scenarios.where(id: ids).pluck(:id)
   end
 
-  def capture_message_sources(metadata)
-    sources = Array(metadata[:message_sources])
-    return if sources.empty?
-
-    document_ids = @assistant.documents.where(id: sources.pluck(:document_id)).pluck(:id)
-    return if document_ids.empty?
-
-    insert_message_sources(message_source_rows(sources, document_ids))
-  end
-
-  def message_source_rows(sources, document_ids)
-    timestamp = Time.current
-    sources.filter_map do |source|
-      next unless document_ids.include?(source[:document_id])
-
-      {
-        account_id: @assistant.account_id,
-        assistant_id: @assistant.id,
-        conversation_id: @conversation.id,
-        message_id: @result_message.id,
-        document_id: source[:document_id],
-        assistant_response_id: source[:assistant_response_id],
-        created_at: timestamp,
-        updated_at: timestamp
-      }
-    end
-  end
-
-  def insert_message_sources(rows)
-    return if rows.empty?
-
-    # rubocop:disable Rails/SkipsModelValidations
-    Captain::MessageSource.insert_all(rows, unique_by: :idx_captain_message_sources_on_message_and_response)
-    # rubocop:enable Rails/SkipsModelValidations
-  end
-
   # Trim to the current turn: the last user message and everything after it
   # (assistant replies, tool calls/results, handoff hops).
   def current_turn_history

enterprise/app/views/api/v1/models/captain/_document.json.jbuilder

@@ -11,10 +11,6 @@ json.file_size resource.file_size
 json.pdf_document resource.pdf_document?
 responses_count = resource.respond_to?(:responses_count) ? resource.responses_count : resource.responses.count
 json.responses_count responses_count.to_i
-used_in_answers_count = resource.respond_to?(:used_in_answers_count) ? resource.used_in_answers_count : resource.message_sources.distinct.count(:message_id)
-json.used_in_answers_count used_in_answers_count.to_i
-used_in_conversations_count = resource.respond_to?(:used_in_conversations_count) ? resource.used_in_conversations_count : resource.message_sources.distinct.count(:conversation_id)
-json.used_in_conversations_count used_in_conversations_count.to_i
 json.id resource.id
 json.name resource.name
 json.status resource.status

enterprise/lib/captain/tools/faq_lookup_tool.rb

@@ -26,17 +26,8 @@ class Captain::Tools::FaqLookupTool < Captain::Tools::BasePublicTool
     metadata = tool_context.state[:cw_metadata] ||= {}
     metadata[:faq_ids] = Array(metadata[:faq_ids]) | responses.map(&:id)
 
-    document_ids = document_responses(responses).map(&:documentable_id)
+    document_ids = responses.filter_map { |response| response.documentable_id if response.documentable_type == 'Captain::Document' }
     metadata[:document_ids] = Array(metadata[:document_ids]) | document_ids
-    metadata[:message_sources] = Array(metadata[:message_sources]) | message_sources(document_responses(responses))
-  end
-
-  def document_responses(responses)
-    responses.select { |response| response.documentable_type == 'Captain::Document' }
-  end
-
-  def message_sources(responses)
-    responses.map { |response| { assistant_response_id: response.id, document_id: response.documentable_id } }
   end
 
   def format_responses(responses)

package.json

@@ -1,6 +1,6 @@
 {
   "name": "@chatwoot/chatwoot",
-  "version": "4.16.1",
+  "version": "4.16.0",
   "license": "MIT",
   "scripts": {
     "eslint": "eslint app/**/*.{js,vue}",
@@ -34,7 +34,7 @@
     "@amplitude/analytics-browser": "^2.11.10",
     "@breezystack/lamejs": "^1.2.7",
     "@chatwoot/ninja-keys": "1.2.3",
-    "@chatwoot/prosemirror-schema": "1.3.23",
+    "@chatwoot/prosemirror-schema": "1.3.22",
     "@chatwoot/utils": "^0.0.56",
     "@formkit/core": "^1.7.2",
     "@formkit/vue": "^1.7.2",
@@ -86,6 +86,9 @@
     "mitt": "^3.0.1",
     "opus-recorder": "^8.0.5",
     "pinia": "^3.0.4",
+    "prosemirror-commands": "^1.7.1",
+    "prosemirror-inputrules": "^1.4.0",
+    "prosemirror-schema-list": "^1.5.1",
     "qrcode": "^1.5.4",
     "semver": "7.6.3",
     "snakecase-keys": "^8.0.1",

pnpm-lock.yaml

@@ -25,8 +25,8 @@ importers:
         specifier: 1.2.3
         version: 1.2.3
       '@chatwoot/prosemirror-schema':
-        specifier: 1.3.23
-        version: 1.3.23
+        specifier: 1.3.22
+        version: 1.3.22
       '@chatwoot/utils':
         specifier: ^0.0.56
         version: 0.0.56
@@ -180,6 +180,15 @@ importers:
       pinia:
         specifier: ^3.0.4
         version: 3.0.4(typescript@5.6.2)(vue@3.5.12(typescript@5.6.2))
+      prosemirror-commands:
+        specifier: ^1.7.1
+        version: 1.7.1
+      prosemirror-inputrules:
+        specifier: ^1.4.0
+        version: 1.4.0
+      prosemirror-schema-list:
+        specifier: ^1.5.1
+        version: 1.5.1
       qrcode:
         specifier: ^1.5.4
         version: 1.5.4
@@ -452,8 +461,8 @@ packages:
   '@chatwoot/ninja-keys@1.2.3':
     resolution: {integrity: sha512-xM8d9P5ikDMZm2WbaCTk/TW5HFauylrU3cJ75fq5je6ixKwyhl/0kZbVN/vbbZN4+AUX/OaSIn6IJbtCgIF67g==}
 
-  '@chatwoot/prosemirror-schema@1.3.23':
-    resolution: {integrity: sha512-jGxbWELCdlVI64BJiE1wT84ekJHYDXXKiluQIKT3aKPEjPwMR48umKF3A0yHjKoR7IIxCC9oM77TvXOA0ebLtw==}
+  '@chatwoot/prosemirror-schema@1.3.22':
+    resolution: {integrity: sha512-0r+PT8xhQLCKCpoV9k9XVTTRECs/0Nr37wbcLsRS7yvc7WkF9FY05z2hGCRJReWmTOcmmshHtb042LVP+MyB/w==}
 
   '@chatwoot/utils@0.0.56':
     resolution: {integrity: sha512-A6dmPLfTSrW4qYNY73btyi4PqpfzcXRSaucscZTQdzNqF6G/QUdgnBmHtho8HeiYby/kSHXaSxLJj+0dx3yEQQ==}
@@ -3992,6 +4001,9 @@ packages:
   prosemirror-tables@1.5.0:
     resolution: {integrity: sha512-VMx4zlYWm7aBlZ5xtfJHpqa3Xgu3b7srV54fXYnXgsAcIGRqKSrhiK3f89omzzgaAgAtDOV4ImXnLKhVfheVNQ==}
 
+  prosemirror-transform@1.10.0:
+    resolution: {integrity: sha512-9UOgFSgN6Gj2ekQH5CTDJ8Rp/fnKR2IkYfGdzzp5zQMFsS4zDllLVx/+jGcX86YlACpG7UR5fwAXiWzxqWtBTg==}
+
   prosemirror-transform@1.12.0:
     resolution: {integrity: sha512-GxboyN4AMIsoHNtz5uf2r2Ru551i5hWeCMD6E2Ib4Eogqoub0NflniaBPVQ4MrGE5yZ8JV9tUHg9qcZTTrcN4w==}
 
@@ -5124,7 +5136,7 @@ snapshots:
       hotkeys-js: 3.8.7
       lit: 2.2.6
 
-  '@chatwoot/prosemirror-schema@1.3.23':
+  '@chatwoot/prosemirror-schema@1.3.22':
     dependencies:
       markdown-it-sup: 2.0.0
       prosemirror-commands: 1.7.1
@@ -9023,7 +9035,7 @@ snapshots:
     dependencies:
       prosemirror-model: 1.22.3
       prosemirror-state: 1.4.3
-      prosemirror-transform: 1.12.0
+      prosemirror-transform: 1.10.0
 
   prosemirror-state@1.4.3:
     dependencies:
@@ -9039,6 +9051,10 @@ snapshots:
       prosemirror-transform: 1.12.0
       prosemirror-view: 1.34.1
 
+  prosemirror-transform@1.10.0:
+    dependencies:
+      prosemirror-model: 1.22.3
+
   prosemirror-transform@1.12.0:
     dependencies:
       prosemirror-model: 1.22.3

spec/builders/agent_builder_spec.rb

@@ -23,12 +23,6 @@ RSpec.describe AgentBuilder, type: :model do
   end
 
   describe '#perform' do
-    it 'locks the account while checking and creating the agent' do
-      expect(account).to receive(:with_lock).and_call_original
-
-      agent_builder.perform
-    end
-
     context 'when user does not exist' do
       it 'creates a new user' do
         expect { agent_builder.perform }.to change(User, :count).by(1)
@@ -73,17 +67,5 @@ RSpec.describe AgentBuilder, type: :model do
         expect(user.encrypted_password).not_to be_empty
       end
     end
-
-    context 'when the account has reached its agent limit' do
-      before do
-        allow(account).to receive(:usage_limits).and_return({ agents: account.account_users.count })
-      end
-
-      it 'raises a limit exceeded error without creating a user' do
-        expect { agent_builder.perform }.to raise_error(described_class::LimitExceededError, described_class::LIMIT_EXCEEDED_MESSAGE)
-
-        expect(User.from_email(email)).to be_nil
-      end
-    end
   end
 end

spec/controllers/api/v1/accounts/integrations/linear_controller_spec.rb

@@ -13,9 +13,7 @@ RSpec.describe 'Linear Integration API', type: :request do
   end
 
   describe 'DELETE /api/v1/accounts/:account_id/integrations/linear' do
-    let(:admin) { create(:user, account: account, role: :administrator) }
-
-    it 'deletes the linear integration when the user is an administrator' do
+    it 'deletes the linear integration' do
       # Stub the HTTP call to Linear's revoke endpoint
       allow(HTTParty).to receive(:post).with(
         'https://api.linear.app/oauth/revoke',
@@ -23,19 +21,11 @@ RSpec.describe 'Linear Integration API', type: :request do
       ).and_return(instance_double(HTTParty::Response, success?: true))
 
       delete "/api/v1/accounts/#{account.id}/integrations/linear",
-             headers: admin.create_new_auth_token,
+             headers: agent.create_new_auth_token,
              as: :json
       expect(response).to have_http_status(:ok)
       expect(account.hooks.count).to eq(0)
     end
-
-    it 'returns unauthorized for an agent and keeps the integration' do
-      delete "/api/v1/accounts/#{account.id}/integrations/linear",
-             headers: agent.create_new_auth_token,
-             as: :json
-      expect(response).to have_http_status(:unauthorized)
-      expect(account.hooks.count).to eq(1)
-    end
   end
 
   describe 'GET /api/v1/accounts/:account_id/integrations/linear/teams' do

spec/controllers/api/v1/accounts/integrations/shopify_controller_spec.rb

@@ -159,33 +159,19 @@ RSpec.describe 'Shopify Integration API', type: :request do
   end
 
   describe 'DELETE /api/v1/accounts/:account_id/integrations/shopify' do
-    let(:admin) { create(:user, account: account, role: :administrator) }
-
     before do
       create(:integrations_hook, :shopify, account: account)
     end
 
-    context 'when it is an administrator' do
+    context 'when it is an authenticated user' do
       it 'deletes the shopify integration' do
-        expect do
-          delete "/api/v1/accounts/#{account.id}/integrations/shopify",
-                 headers: admin.create_new_auth_token,
-                 as: :json
-        end.to change { account.hooks.count }.by(-1)
-
-        expect(response).to have_http_status(:ok)
-      end
-    end
-
-    context 'when it is an agent' do
-      it 'returns unauthorized and keeps the integration' do
         expect do
           delete "/api/v1/accounts/#{account.id}/integrations/shopify",
                  headers: agent.create_new_auth_token,
                  as: :json
-        end.not_to(change { account.hooks.count })
+        end.to change { account.hooks.count }.by(-1)
 
-        expect(response).to have_http_status(:unauthorized)
+        expect(response).to have_http_status(:ok)
       end
     end
 

spec/enterprise/builders/captain/assistant_stats_builder_spec.rb

@@ -27,7 +27,7 @@ RSpec.describe Captain::AssistantStatsBuilder do
 
       expect(metrics.keys).to contain_exactly(
         :conversations_handled, :auto_resolution_rate, :handoff_rate,
-        :hours_saved, :reopen_rate, :conversation_depth
+        :hours_saved, :reopen_rate, :conversation_depth, :knowledge
       )
       expect(metrics[:conversations_handled]).to include(:current, :previous, :trend)
     end
@@ -229,7 +229,7 @@ RSpec.describe Captain::AssistantStatsBuilder do
     end
   end
 
-  describe '#faq_stats' do
+  describe '#metrics knowledge' do
     before do
       create_list(:captain_assistant_response, 3, assistant: assistant, account: account, status: :approved)
       create(:captain_assistant_response, assistant: assistant, account: account, status: :pending)
@@ -237,7 +237,7 @@ RSpec.describe Captain::AssistantStatsBuilder do
     end
 
     it 'returns approved, pending, document counts and coverage' do
-      knowledge = described_class.new(assistant).faq_stats
+      knowledge = described_class.new(assistant, '30').metrics[:knowledge]
 
       expect(knowledge).to eq(approved: 3, pending: 1, documents: 2, coverage: 75)
     end
@@ -245,7 +245,7 @@ RSpec.describe Captain::AssistantStatsBuilder do
     it 'reports zero coverage when there are no responses' do
       Captain::AssistantResponse.where(assistant: assistant).delete_all
 
-      knowledge = described_class.new(assistant).faq_stats
+      knowledge = described_class.new(assistant, '30').metrics[:knowledge]
 
       expect(knowledge[:coverage]).to eq(0)
     end

spec/enterprise/controllers/api/v1/accounts/agents_controller_spec.rb

@@ -21,27 +21,6 @@ RSpec.describe 'Agents API', type: :request do
         expect(response).to have_http_status(:payment_required)
         expect(response.body).to include('Account limit exceeded. Please purchase more licenses')
       end
-
-      it 'prevents adding an agent if the last seat is consumed before creation' do
-        account.update!(limits: { agents: account.account_users.count + 1 })
-        competing_agent_created = false
-
-        allow(AgentBuilder).to receive(:new).and_wrap_original do |method, *args|
-          unless competing_agent_created
-            create(:user, account: account, role: :agent)
-            competing_agent_created = true
-          end
-
-          method.call(*args)
-        end
-
-        post "/api/v1/accounts/#{account.id}/agents", params: params, headers: admin.create_new_auth_token, as: :json
-
-        expect(response).to have_http_status(:payment_required)
-        expect(response.body).to include('Account limit exceeded. Please purchase more licenses')
-        expect(User.from_email(params[:email])).to be_nil
-        expect(account.account_users.count).to eq(account.usage_limits[:agents])
-      end
     end
   end
 

spec/enterprise/policies/captain/assistant_policy_spec.rb

@@ -12,7 +12,7 @@ RSpec.describe Captain::AssistantPolicy, type: :policy do
   let(:administrator_context) { { user: administrator, account: account, account_user: account.account_users.first } }
   let(:agent_context) { { user: agent, account: account, account_user: account.account_users.first } }
 
-  permissions :index?, :show?, :playground?, :metrics?, :faq_stats? do
+  permissions :index?, :show?, :playground? do
     context 'when administrator' do
       it { expect(assistant_policy).to permit(administrator_context, assistant) }
     end

spec/jobs/webhooks/whatsapp_events_job_spec.rb

@@ -345,94 +345,6 @@ RSpec.describe Webhooks::WhatsappEventsJob do
       end.not_to change(Conversation, :count)
     end
 
-    it 'finds channel using normalized Brazil phone number when display_phone_number is missing the 9 digit' do
-      brazil_channel = create(:channel_whatsapp, phone_number: '+5541999887766', provider: 'whatsapp_cloud',
-                                                 sync_templates: false, validate_provider_config: false)
-      wb_params = {
-        object: 'whatsapp_business_account',
-        entry: [{
-          changes: [{
-            value: {
-              metadata: {
-                phone_number_id: brazil_channel.provider_config['phone_number_id'],
-                display_phone_number: '554199887766'
-              }
-            }
-          }]
-        }]
-      }
-      allow(Whatsapp::IncomingMessageWhatsappCloudService).to receive(:new).and_return(process_service)
-      expect(Whatsapp::IncomingMessageWhatsappCloudService).to receive(:new).with(inbox: brazil_channel.inbox, params: wb_params)
-      job.perform_now(wb_params)
-    end
-
-    it 'finds channel using normalized Argentina phone number when display_phone_number has extra 9 digit' do
-      argentina_channel = create(:channel_whatsapp, phone_number: '+541112345678', provider: 'whatsapp_cloud',
-                                                    sync_templates: false, validate_provider_config: false)
-      wb_params = {
-        object: 'whatsapp_business_account',
-        entry: [{
-          changes: [{
-            value: {
-              metadata: {
-                phone_number_id: argentina_channel.provider_config['phone_number_id'],
-                display_phone_number: '5491112345678'
-              }
-            }
-          }]
-        }]
-      }
-      allow(Whatsapp::IncomingMessageWhatsappCloudService).to receive(:new).and_return(process_service)
-      expect(Whatsapp::IncomingMessageWhatsappCloudService).to receive(:new).with(inbox: argentina_channel.inbox, params: wb_params)
-      job.perform_now(wb_params)
-    end
-
-    it 'finds channel when display_phone_number contains formatting characters' do
-      formatted_channel = create(:channel_whatsapp, phone_number: '+14155552671', provider: 'whatsapp_cloud',
-                                                    sync_templates: false, validate_provider_config: false)
-      wb_params = {
-        object: 'whatsapp_business_account',
-        entry: [{
-          changes: [{
-            value: {
-              metadata: {
-                phone_number_id: formatted_channel.provider_config['phone_number_id'],
-                display_phone_number: '+1 415-555-2671'
-              }
-            }
-          }]
-        }]
-      }
-      allow(Whatsapp::IncomingMessageWhatsappCloudService).to receive(:new).and_return(process_service)
-      expect(Whatsapp::IncomingMessageWhatsappCloudService).to receive(:new).with(inbox: formatted_channel.inbox, params: wb_params)
-      job.perform_now(wb_params)
-    end
-
-    it 'prefers the phone_number_id match when a raw display_phone_number collision exists' do
-      normalized_channel = create(:channel_whatsapp, phone_number: '+5541999887766', provider: 'whatsapp_cloud',
-                                                     sync_templates: false, validate_provider_config: false)
-      create(:channel_whatsapp, phone_number: '+554199887766', provider: 'whatsapp_cloud',
-                                sync_templates: false, validate_provider_config: false).tap do |raw_channel|
-        raw_channel.update!(provider_config: raw_channel.provider_config.merge('phone_number_id' => 'other-id'))
-      end
-      wb_params = {
-        object: 'whatsapp_business_account',
-        entry: [{
-          changes: [{
-            value: {
-              metadata: {
-                phone_number_id: normalized_channel.provider_config['phone_number_id'],
-                display_phone_number: '554199887766'
-              }
-            }
-          }]
-        }]
-      }
-      allow(Whatsapp::IncomingMessageWhatsappCloudService).to receive(:new).and_return(process_service)
-      expect(Whatsapp::IncomingMessageWhatsappCloudService).to receive(:new).with(inbox: normalized_channel.inbox, params: wb_params)
-      job.perform_now(wb_params)
-    end
-
     it 'will not enque Whatsapp::IncomingMessageWhatsappCloudService when invalid phone number id' do
       other_channel = create(:channel_whatsapp, phone_number: '+1987654', provider: 'whatsapp_cloud', sync_templates: false,
                                                 validate_provider_config: false)

spec/services/twilio/incoming_message_service_spec.rb

@@ -788,6 +788,57 @@ describe Twilio::IncomingMessageService do
           expect(whatsapp_twilio_channel.inbox.contact_inboxes.first.source_id).to eq('whatsapp:+541123456789')
         end
       end
+
+      describe 'When the incoming number is a Mexican WhatsApp number with 1 after country code' do
+        let!(:whatsapp_twilio_channel) do
+          create(:channel_twilio_sms, :whatsapp, account: account, account_sid: 'ACxxx',
+                                                 inbox: create(:inbox, account: account, greeting_enabled: false))
+        end
+
+        it 'appends to existing contact when contact inbox exists without the extra 1' do
+          contact = create(:contact, account: account, phone_number: '+525512345678')
+          contact_inbox = create(:contact_inbox,
+                                 source_id: 'whatsapp:+525512345678',
+                                 contact: contact,
+                                 inbox: whatsapp_twilio_channel.inbox)
+          last_conversation = create(:conversation, inbox: whatsapp_twilio_channel.inbox, contact_inbox: contact_inbox)
+
+          params = {
+            SmsSid: 'SMxx',
+            From: 'whatsapp:+5215512345678',
+            AccountSid: 'ACxxx',
+            MessagingServiceSid: whatsapp_twilio_channel.messaging_service_sid,
+            Body: 'Test message from Mexico',
+            ProfileName: 'Maria Lopez'
+          }
+
+          described_class.new(params: params).perform
+
+          expect(whatsapp_twilio_channel.inbox.conversations.count).to eq(1)
+          expect(last_conversation.messages.last.content).to eq('Test message from Mexico')
+          expect(whatsapp_twilio_channel.inbox.contact_inboxes.first.source_id)
+            .to eq('whatsapp:+525512345678')
+        end
+
+        it 'creates contact inbox with incoming number when no existing contact matches' do
+          params = {
+            SmsSid: 'SMxx',
+            From: 'whatsapp:+5215512345678',
+            AccountSid: 'ACxxx',
+            MessagingServiceSid: whatsapp_twilio_channel.messaging_service_sid,
+            Body: 'Test message from Mexico',
+            ProfileName: 'Maria Lopez'
+          }
+
+          described_class.new(params: params).perform
+
+          expect(whatsapp_twilio_channel.inbox.conversations.count).not_to eq(0)
+          expect(whatsapp_twilio_channel.inbox.contacts.first.name).to eq('Maria Lopez')
+          expect(whatsapp_twilio_channel.inbox.messages.first.content).to eq('Test message from Mexico')
+          expect(whatsapp_twilio_channel.inbox.contact_inboxes.first.source_id)
+            .to eq('whatsapp:+5215512345678')
+        end
+      end
     end
   end
 end

spec/services/whatsapp/incoming_message_whatsapp_cloud_service_spec.rb

@@ -224,6 +224,49 @@ describe Whatsapp::IncomingMessageWhatsappCloudService do
       end
     end
 
+    describe 'when the incoming waid is a Mexican number with 1 after country code' do
+      let(:mexico_params) do
+        {
+          phone_number: whatsapp_channel.phone_number,
+          object: 'whatsapp_business_account',
+          entry: [{
+            changes: [{
+              value: {
+                contacts: [{ profile: { name: 'Maria Lopez' }, wa_id: '5215512345678' }],
+                messages: [{
+                  from: '5215512345678',
+                  id: 'wamid.cloud-mexico-message',
+                  text: { body: 'Test message from Mexico' },
+                  timestamp: '1664799904',
+                  type: 'text'
+                }]
+              }
+            }]
+          }]
+        }.with_indifferent_access
+      end
+
+      it 'appends to existing contact when a contact inbox exists without the extra 1' do
+        contact_inbox = create(:contact_inbox, inbox: whatsapp_channel.inbox, source_id: '525512345678')
+        last_conversation = create(:conversation, inbox: whatsapp_channel.inbox, contact_inbox: contact_inbox)
+
+        described_class.new(inbox: whatsapp_channel.inbox, params: mexico_params).perform
+
+        expect(whatsapp_channel.inbox.conversations.count).to eq(1)
+        expect(last_conversation.messages.last.content).to eq('Test message from Mexico')
+        expect(whatsapp_channel.inbox.contact_inboxes.first.source_id).to eq('525512345678')
+      end
+
+      it 'creates a contact inbox with the incoming waid when no existing contact matches' do
+        described_class.new(inbox: whatsapp_channel.inbox, params: mexico_params).perform
+
+        expect(whatsapp_channel.inbox.conversations.count).not_to eq(0)
+        expect(whatsapp_channel.inbox.contacts.first.name).to eq('Maria Lopez')
+        expect(whatsapp_channel.inbox.messages.first.content).to eq('Test message from Mexico')
+        expect(whatsapp_channel.inbox.contact_inboxes.first.source_id).to eq('5215512345678')
+      end
+    end
+
     context 'when invalid params' do
       it 'will not throw error' do
         described_class.new(inbox: whatsapp_channel.inbox, params: { phone_number: whatsapp_channel.phone_number,

spec/services/whatsapp/phone_normalizers/mexico_phone_normalizer_spec.rb

@@ -0,0 +1,23 @@
+require 'rails_helper'
+
+describe Whatsapp::PhoneNormalizers::MexicoPhoneNormalizer do
+  subject(:normalizer) { described_class.new }
+
+  describe '#normalize' do
+    it 'strips the mobile "1" from the 13-digit form (521 + 10 digits)' do
+      expect(normalizer.normalize('5215512345678')).to eq('525512345678')
+    end
+
+    it 'leaves the already-normalized 12-digit form untouched' do
+      expect(normalizer.normalize('525512345678')).to eq('525512345678')
+    end
+
+    it 'does not strip a legitimate leading "1" from a 12-digit national number' do
+      expect(normalizer.normalize('521512345678')).to eq('521512345678')
+    end
+
+    it 'returns non-Mexico numbers unchanged' do
+      expect(normalizer.normalize('5511999998888')).to eq('5511999998888')
+    end
+  end
+end

spec/services/whatsapp/send_on_whatsapp_service_spec.rb

@@ -72,21 +72,6 @@ describe Whatsapp::SendOnWhatsappService do
         expect(message.reload.source_id).to eq('123456789')
       end
 
-      it 'fails a free-form message without contacting the provider when outside the 24 hour limit' do
-        create(:message, message_type: :incoming, content: 'test', created_at: 25.hours.ago,
-                         conversation: conversation, account: conversation.account)
-        message = create(:message, message_type: :outgoing, content: 'test',
-                                   conversation: conversation, account: conversation.account)
-
-        expect(Whatsapp::TemplateProcessorService).not_to receive(:new)
-
-        described_class.new(message: message).perform
-
-        expect(message.reload.status).to eq('failed')
-        expect(message.external_error).to eq(I18n.t('errors.whatsapp.message_outside_messaging_window'))
-        expect(a_request(:post, 'https://waba.360dialog.io/v1/messages')).not_to have_been_made
-      end
-
       it 'marks message as failed when template name is blank' do
         processor = instance_double(Whatsapp::TemplateProcessorService)
         allow(Whatsapp::TemplateProcessorService).to receive(:new).and_return(processor)