chore: backfill api_and_webhooks for existing accounts

<img width="2616" height="1716" alt="CleanShot 2026-07-09 at 14 22
42@2x"
src="https://github.com/user-attachments/assets/504e58df-0243-4cb9-a811-62504fdcb0ac"
/>

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Sony Mathew <sony@chatwoot.com>

.env.example

@@ -272,9 +272,9 @@ AZURE_APP_SECRET=
 # ENABLE_SIDEKIQ_DEQUEUE_LOGGER=false
 
 
-# AI powered features
-## OpenAI key
-# OPENAI_API_KEY=
+# AI powered features (Captain)
+# The OpenAI API key and endpoint for Captain are not configured via .env.
+# Set them at Super Admin > App Configs > Captain (CAPTAIN_OPEN_AI_API_KEY, CAPTAIN_OPEN_AI_ENDPOINT).
 
 # Housekeeping/Performance related configurations
 # Set to true if you want to remove stale contact inboxes

Gemfile.lock

@@ -570,7 +570,7 @@ GEM
     minitest (5.25.5)
     mock_redis (0.36.0)
       ruby2_keywords
-    msgpack (1.8.0)
+    msgpack (1.8.3)
     multi_json (1.15.0)
     multi_xml (0.9.1)
       bigdecimal (>= 3.1, < 5)
@@ -1030,7 +1030,7 @@ GEM
       addressable (>= 2.8.0)
       crack (>= 0.3.2)
       hashdiff (>= 0.4.0, < 2.0.0)
-    websocket-driver (0.7.7)
+    websocket-driver (0.8.2)
       base64
       websocket-extensions (>= 0.1.0)
     websocket-extensions (0.1.5)

app/builders/v2/reports/drilldown_builder.rb

@@ -0,0 +1,213 @@
+class V2::Reports::DrilldownBuilder
+  include DateRangeHelper
+  include TimezoneHelper
+
+  DEFAULT_GROUP_BY = 'day'.freeze
+  DEFAULT_PAGE = 1
+  DEFAULT_PER_PAGE = 25
+  MAX_PER_PAGE = 100
+  SUPPORTED_GROUP_BY = %w[hour day week month year].freeze
+  SUPPORTED_DIMENSION_TYPES = %w[account inbox agent label team].freeze
+  MESSAGE_METRICS = {
+    'incoming_messages_count' => :incoming,
+    'outgoing_messages_count' => :outgoing
+  }.freeze
+  MESSAGE_EVENT_METRICS = %w[avg_first_response_time reply_time].freeze
+
+  pattr_initialize :account, :params
+
+  def self.supported_dimension_type?(type) = SUPPORTED_DIMENSION_TYPES.include?((type.presence || 'account').to_s)
+
+  def build
+    records = paginated_records.to_a
+    { meta: meta, payload: records.map { |record| record_serializer(records).serialize(record) } }
+  end
+
+  private
+
+  def meta
+    {
+      metric: metric,
+      record_type: record_type,
+      bucket: {
+        since: bucket_range.begin.to_i,
+        until: bucket_range.end.to_i
+      },
+      current_page: current_page,
+      per_page: per_page,
+      total_count: paginated_records.total_count,
+      conversation_count: conversation_count
+    }
+  end
+
+  def conversation_count
+    return paginated_records.total_count if conversation_metric?
+
+    drilldown_scope.except(:includes).reorder(nil).distinct.count(:conversation_id)
+  end
+
+  def paginated_records
+    @paginated_records ||= drilldown_scope.page(current_page).per(per_page)
+  end
+
+  def drilldown_scope
+    if message_metric?
+      message_scope
+    elsif conversation_metric?
+      conversation_scope
+    else
+      reporting_event_scope
+    end
+  end
+
+  def message_scope
+    scope.messages
+         .where(account_id: account.id, created_at: bucket_range)
+         .public_send(MESSAGE_METRICS.fetch(metric))
+         .includes(:sender, conversation: [:assignee, :contact, :inbox])
+         .reorder(created_at: :desc)
+  end
+
+  def conversation_scope
+    scope.conversations
+         .where(account_id: account.id, created_at: bucket_range)
+         .includes(:assignee, :contact, :inbox)
+         .order(created_at: :desc)
+  end
+
+  def reporting_event_scope
+    events = scope.reporting_events
+                  .where(account_id: account.id, name: raw_event_name, created_at: bucket_range)
+                  .includes(:user, :inbox, conversation: [:assignee, :contact, :inbox])
+                  .order(created_at: :desc)
+
+    if raw_count_strategy == :exclude_bot_handoffs
+      events = events.where.not(conversation_id: bot_handoff_conversation_ids_subquery)
+    elsif raw_count_strategy == :distinct_conversation
+      events = events.where(id: distinct_conversation_event_ids(events))
+    end
+
+    events
+  end
+
+  def bot_handoff_conversation_ids_subquery
+    scope.reporting_events
+         .where(account_id: account.id, name: :conversation_bot_handoff, created_at: range)
+         .where.not(conversation_id: nil)
+         .select(:conversation_id)
+  end
+
+  def distinct_conversation_event_ids(events)
+    events.reorder(nil)
+          .where.not(conversation_id: nil)
+          .select('MAX(reporting_events.id)')
+          .group(:conversation_id)
+  end
+
+  def record_serializer(records)
+    @record_serializer ||= V2::Reports::DrilldownRecordSerializer.new(
+      account,
+      metric,
+      use_business_hours?,
+      records
+    )
+  end
+
+  def bucket_range
+    @bucket_range ||= begin
+      bucket_start = Time.zone.at(params[:bucket_timestamp].to_i).in_time_zone(timezone)
+      bucket_end = bucket_end_for(bucket_start)
+      requested_start = Time.zone.at(params[:since].to_i)
+      requested_end = Time.zone.at(params[:until].to_i)
+
+      [bucket_start, requested_start].max...[bucket_end, requested_end].min
+    end
+  end
+
+  def bucket_end_for(bucket_start)
+    {
+      'hour' => bucket_start + 1.hour,
+      'day' => bucket_start + 1.day,
+      'week' => bucket_start + 1.week,
+      'month' => bucket_start + 1.month,
+      'year' => bucket_start + 1.year
+    }.fetch(group_by)
+  end
+
+  def scope
+    case dimension_type
+    when 'account' then account
+    when 'inbox' then inbox
+    when 'agent' then user
+    when 'label' then label
+    when 'team' then team
+    else
+      raise ArgumentError, "Unsupported drilldown dimension type: #{dimension_type}"
+    end
+  end
+
+  def inbox = @inbox ||= account.inboxes.find(params[:id])
+
+  def user = @user ||= account.users.find(params[:id])
+
+  def label = @label ||= account.labels.find(params[:id])
+
+  def team = @team ||= account.teams.find(params[:id])
+
+  def metric
+    params[:metric].to_s
+  end
+
+  def report_metric
+    @report_metric ||= Reports::ReportMetricRegistry.fetch(metric)
+  end
+
+  def raw_event_name
+    report_metric&.raw_event_name
+  end
+
+  def raw_count_strategy
+    report_metric&.raw_count_strategy
+  end
+
+  def record_type
+    return 'message' if message_metric? || MESSAGE_EVENT_METRICS.include?(metric)
+
+    'conversation'
+  end
+
+  def message_metric?
+    MESSAGE_METRICS.key?(metric)
+  end
+
+  def conversation_metric?
+    metric == 'conversations_count'
+  end
+
+  def dimension_type
+    (params[:type].presence || 'account').to_s
+  end
+
+  def group_by
+    @group_by ||= SUPPORTED_GROUP_BY.include?(params[:group_by].to_s) ? params[:group_by].to_s : DEFAULT_GROUP_BY
+  end
+
+  def timezone
+    @timezone ||= timezone_name_from_offset(params[:timezone_offset])
+  end
+
+  def current_page
+    [params[:page].to_i, DEFAULT_PAGE].max
+  end
+
+  def per_page
+    requested_per_page = params[:per_page].to_i
+    requested_per_page = DEFAULT_PER_PAGE if requested_per_page <= 0
+
+    [requested_per_page, MAX_PER_PAGE].min
+  end
+
+  def use_business_hours?
+    ActiveModel::Type::Boolean.new.cast(params[:business_hours])
+  end
+end

app/builders/v2/reports/drilldown_record_serializer.rb

@@ -0,0 +1,199 @@
+class V2::Reports::DrilldownRecordSerializer
+  MESSAGE_EVENT_METRICS = %w[avg_first_response_time reply_time].freeze
+
+  attr_reader :account, :metric, :use_business_hours, :records
+
+  def initialize(account, metric, use_business_hours, records = [])
+    @account = account
+    @metric = metric
+    @use_business_hours = use_business_hours
+    @records = records
+  end
+
+  def serialize(record)
+    return serialize_message(record) if record.is_a?(Message)
+    return serialize_conversation_event(record) if record.is_a?(ReportingEvent)
+
+    serialize_conversation(record)
+  end
+
+  private
+
+  def serialize_message(message, metric_value: nil, occurred_at: nil)
+    {
+      record_type: 'message',
+      conversation: conversation_attributes(message.conversation),
+      message: message_attributes(message),
+      metric_value: metric_value,
+      occurred_at: (occurred_at || message.created_at).to_i
+    }
+  end
+
+  def serialize_conversation_event(event)
+    inferred_message = inferred_message_for(event)
+    if inferred_message.present?
+      return serialize_message(
+        inferred_message,
+        metric_value: event_metric_value(event),
+        occurred_at: event_timestamp(event)
+      )
+    end
+
+    serialize_conversation(
+      event.conversation,
+      metric_value: event_metric_value(event),
+      occurred_at: event_timestamp(event),
+      event_name: event.name
+    )
+  end
+
+  def serialize_conversation(conversation, metric_value: nil, occurred_at: nil, event_name: nil)
+    serialized_record = {
+      record_type: 'conversation',
+      conversation: conversation_attributes(conversation),
+      message: nil,
+      metric_value: metric_value,
+      occurred_at: (occurred_at || conversation&.created_at)&.to_i
+    }
+    serialized_record[:event_name] = event_name if event_name.present?
+    serialized_record
+  end
+
+  def conversation_attributes(conversation)
+    return {} if conversation.blank?
+
+    {
+      id: conversation.id,
+      display_id: conversation.display_id,
+      contact_id: conversation.contact_id,
+      contact_name: conversation.contact&.name,
+      inbox_id: conversation.inbox_id,
+      inbox_name: conversation.inbox&.name,
+      assignee_id: conversation.assignee_id,
+      assignee_name: conversation.assignee&.name,
+      status: conversation.status,
+      created_at: conversation.created_at.to_i,
+      last_activity_at: conversation.last_activity_at.to_i,
+      last_message: last_message_attributes(conversation)
+    }
+  end
+
+  def message_attributes(message)
+    {
+      id: message.id,
+      content: message.content,
+      message_type: message.message_type,
+      sender_name: message.sender&.try(:name),
+      created_at: message.created_at.to_i
+    }
+  end
+
+  def last_message_attributes(conversation)
+    message = latest_messages_by_conversation_id[conversation.id]
+    return if message.blank?
+
+    message_attributes(message)
+  end
+
+  def inferred_message_for(event)
+    return unless MESSAGE_EVENT_METRICS.include?(metric)
+    return if event.conversation.blank? || event.event_end_time.blank?
+
+    inferred_messages_by_event_id[event.id]
+  end
+
+  def first_response_event_with_user?(event)
+    metric == 'avg_first_response_time' && event.user_id.present?
+  end
+
+  def message_inference_range(event)
+    (event.event_end_time - 1.second)..(event.event_end_time + 1.second)
+  end
+
+  def event_metric_value(event)
+    use_business_hours ? event.value_in_business_hours : event.value
+  end
+
+  def event_timestamp(event)
+    event.event_end_time || event.created_at
+  end
+
+  def latest_messages_by_conversation_id
+    @latest_messages_by_conversation_id ||= if conversation_ids.blank?
+                                              {}
+                                            else
+                                              latest_messages.index_by(&:conversation_id)
+                                            end
+  end
+
+  def latest_messages
+    Message
+      .where(account_id: account.id, conversation_id: conversation_ids)
+      .where.not(message_type: :activity)
+      .select('DISTINCT ON (messages.conversation_id) messages.*')
+      .reorder(Arel.sql('messages.conversation_id, messages.created_at DESC, messages.id DESC'))
+      .includes(:sender)
+  end
+
+  def inferred_messages_by_event_id
+    @inferred_messages_by_event_id ||= inference_events.each_with_object({}) do |event, messages_by_event_id|
+      messages_by_event_id[event.id] = inferred_message_candidates.find do |message|
+        message_matches_event?(message, event)
+      end
+    end
+  end
+
+  def inferred_message_candidates
+    @inferred_message_candidates ||= if inference_events.blank?
+                                       []
+                                     else
+                                       inferred_messages.to_a
+                                     end
+  end
+
+  def inferred_messages
+    Message
+      .where(account_id: account.id, conversation_id: inference_events.map(&:conversation_id).uniq)
+      .where(created_at: inference_time_range)
+      .where(message_type: %i[outgoing template])
+      .includes(:sender)
+      .reorder(created_at: :desc, id: :desc)
+  end
+
+  def message_matches_event?(message, event)
+    message.conversation_id == event.conversation_id &&
+      message.created_at.between?(
+        message_inference_range(event).begin,
+        message_inference_range(event).end
+      ) &&
+      message_sender_matches_event?(message, event)
+  end
+
+  def message_sender_matches_event?(message, event)
+    return true unless first_response_event_with_user?(event)
+
+    message.sender_id == event.user_id && message.sender_type == 'User'
+  end
+
+  def inference_time_range
+    event_end_times = inference_events.map(&:event_end_time)
+
+    (event_end_times.min - 1.second)..(event_end_times.max + 1.second)
+  end
+
+  def inference_events
+    @inference_events ||= records.select do |record|
+      record.is_a?(ReportingEvent) && record.conversation_id.present? && record.event_end_time.present?
+    end
+  end
+
+  def conversation_ids
+    @conversation_ids ||= records.filter_map { |record| conversation_id_for(record) }.uniq
+  end
+
+  def conversation_id_for(record)
+    return record.conversation_id if record.is_a?(Message) || record.is_a?(ReportingEvent)
+
+    record.id
+  end
+end

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

@@ -40,8 +40,8 @@ class Api::V1::Accounts::ArticlesController < Api::V1::Accounts::BaseController
   end
 
   def reorder
-    Article.update_positions(portal: @portal, positions_hash: params[:positions_hash])
-    head :ok
+    positions = Article.update_positions(portal: @portal, positions_hash: params[:positions_hash])
+    render json: { positions: positions }
   end
 
   private

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

@@ -2,6 +2,8 @@ class Api::V1::Accounts::AssignableAgentsController < Api::V1::Accounts::BaseCon
   before_action :fetch_inboxes
 
   def index
+    # TODO: Remove this opt-in once mobile clients support AgentBot assignees in this payload.
+    @include_agent_bots = params[:include_agent_bots].present?
     agent_ids = @inboxes.map do |inbox|
       authorize inbox, :show?
       member_ids = inbox.members.pluck(:user_id)
@@ -10,6 +12,7 @@ class Api::V1::Accounts::AssignableAgentsController < Api::V1::Accounts::BaseCon
     agent_ids = agent_ids.inject(:&)
     agents = Current.account.users.where(id: agent_ids)
     @assignable_agents = (agents + Current.account.administrators).uniq
+    @agent_bots = @include_agent_bots ? AgentBot.accessible_to(Current.account) : []
   end
 
   private

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

@@ -2,5 +2,12 @@ class Api::V1::Accounts::BaseController < Api::BaseController
   include SwitchLocale
   include EnsureCurrentAccountHelper
   before_action :current_account
+  before_action :validate_token_api_access, if: :authenticate_by_access_token?
   around_action :switch_locale_using_account_locale
+
+  private
+
+  def validate_token_api_access
+    render_unauthorized('Invalid Access Token') unless Current.account.feature_enabled?('api_and_webhooks')
+  end
 end

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

@@ -6,6 +6,7 @@ class Api::V1::Accounts::CallbacksController < Api::V1::Accounts::BaseController
     page_access_token = params[:page_access_token]
     page_id = params[:page_id]
     inbox_name = params[:inbox_name]
+
     ActiveRecord::Base.transaction do
       facebook_channel = Current.account.facebook_pages.create!(
         page_id: page_id, user_access_token: user_access_token,
@@ -15,6 +16,8 @@ class Api::V1::Accounts::CallbacksController < Api::V1::Accounts::BaseController
       set_instagram_id(page_access_token, facebook_channel)
       set_avatar(@facebook_inbox, page_id)
     end
+  rescue CustomExceptions::Inbox::LimitExceeded => e
+    render_error_response(e)
   rescue StandardError => e
     ChatwootExceptionTracker.new(e).capture_exception
     Rails.logger.error "Error in register_facebook_page: #{e.message}"

app/controllers/api/v1/accounts/captain/preferences_controller.rb

@@ -66,6 +66,7 @@ class Api::V1::Accounts::Captain::PreferencesController < Api::V1::Accounts::Bas
       config = Llm::Models.feature_config(feature_key)
       route = Llm::FeatureRouter.resolve(feature: feature_key, account: Current.account)
       config.merge(
+        default: default_model_for(feature_key),
         enabled: account_features[feature_key] == true,
         model: route[:model],
         selected: route[:model],
@@ -74,4 +75,10 @@ class Api::V1::Accounts::Captain::PreferencesController < Api::V1::Accounts::Bas
       )
     end
   end
+
+  def default_model_for(feature_key)
+    return Llm::FeatureRouter::CAPTAIN_V2_ASSISTANT_MODEL if feature_key == 'assistant' && Current.account.feature_enabled?('captain_integration_v2')
+
+    Llm::Models.default_model_for(feature_key)
+  end
 end

app/controllers/api/v1/accounts/channels/twilio_channels_controller.rb

@@ -6,6 +6,8 @@ class Api::V1::Accounts::Channels::TwilioChannelsController < Api::V1::Accounts:
 
   def create
     process_create
+  rescue CustomExceptions::Inbox::LimitExceeded => e
+    render_error_response(e)
   rescue StandardError => e
     render_could_not_create_error(e.message)
   end

app/controllers/api/v1/accounts/conversations/participants_controller.rb

@@ -1,27 +1,40 @@
 class Api::V1::Accounts::Conversations::ParticipantsController < Api::V1::Accounts::Conversations::BaseController
+  include Events::Types
+
   def show
     @participants = @conversation.conversation_participants
   end
 
   def create
+    participant_ids_to_add = participants_to_be_added_ids
+
     ActiveRecord::Base.transaction do
-      @participants = participants_to_be_added_ids.map { |user_id| @conversation.conversation_participants.find_or_create_by(user_id: user_id) }
+      @participants = participant_ids_to_add.map { |user_id| @conversation.conversation_participants.find_or_create_by(user_id: user_id) }
     end
+    notify_unread_count_change if participant_ids_to_add.any?
   end
 
   def update
+    participant_ids_to_add = participants_to_be_added_ids
+    participant_ids_to_remove = participants_to_be_removed_ids
+    changed_participant_ids = participant_ids_to_add + participant_ids_to_remove
+
     ActiveRecord::Base.transaction do
-      participants_to_be_added_ids.each { |user_id| @conversation.conversation_participants.find_or_create_by(user_id: user_id) }
-      participants_to_be_removed_ids.each { |user_id| @conversation.conversation_participants.find_by(user_id: user_id)&.destroy }
+      participant_ids_to_add.each { |user_id| @conversation.conversation_participants.find_or_create_by(user_id: user_id) }
+      participant_ids_to_remove.each { |user_id| @conversation.conversation_participants.find_by(user_id: user_id)&.destroy }
     end
+    notify_unread_count_change if changed_participant_ids.any?
     @participants = @conversation.conversation_participants
     render action: 'show'
   end
 
   def destroy
+    participant_ids_to_remove = current_participant_ids & params[:user_ids]
+
     ActiveRecord::Base.transaction do
       params[:user_ids].map { |user_id| @conversation.conversation_participants.find_by(user_id: user_id)&.destroy }
     end
+    notify_unread_count_change if participant_ids_to_remove.any?
     head :ok
   end
 
@@ -38,4 +51,11 @@ class Api::V1::Accounts::Conversations::ParticipantsController < Api::V1::Accoun
   def current_participant_ids
     @current_participant_ids ||= @conversation.conversation_participants.pluck(:user_id)
   end
+
+  def notify_unread_count_change
+    return unless Current.account.feature_enabled?('conversation_unread_counts')
+    return unless Current.account.feature_enabled?('unread_count_for_filters')
+
+    Rails.configuration.dispatcher.dispatch(CONVERSATION_UNREAD_COUNT_CHANGED, Time.zone.now, conversation: @conversation)
+  end
 end

app/controllers/api/v1/accounts/conversations/unread_counts_controller.rb

@@ -2,12 +2,28 @@ class Api::V1::Accounts::Conversations::UnreadCountsController < Api::V1::Accoun
   before_action :ensure_unread_counts_enabled
 
   def index
-    counts = ::Conversations::UnreadCounts::Counter.new(account: Current.account, user: Current.user).perform
+    counts = if filtered_unread_counts_enabled?
+               instrumentation.summarize_request(account_id: Current.account.id) { unread_counts }
+             else
+               unread_counts
+             end
     render json: { payload: counts }
   end
 
   private
 
+  def unread_counts
+    ::Conversations::UnreadCounts::Counter.new(account: Current.account, user: Current.user).perform
+  end
+
+  def filtered_unread_counts_enabled?
+    Current.account.feature_enabled?(::Conversations::UnreadCounts::FilteredCounter::FEATURE_FLAG)
+  end
+
+  def instrumentation
+    ::Conversations::UnreadCounts::FilteredCountInstrumentation
+  end
+
   def ensure_unread_counts_enabled
     return if Current.account.feature_enabled?('conversation_unread_counts')
 

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

@@ -164,6 +164,7 @@ class Api::V1::Accounts::ConversationsController < Api::V1::Accounts::BaseContro
     # rubocop:enable Rails/SkipsModelValidations
 
     ::Conversations::UnreadCounts::Notifier.new(@conversation).perform
+    ::Conversations::UnreadCounts::FilteredCountInvalidator.new(Current.account).conversation_changed!
   end
 
   def should_update_last_seen?

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

@@ -2,7 +2,6 @@ class Api::V1::Accounts::InboxesController < Api::V1::Accounts::BaseController
   include Api::V1::InboxesHelper
   before_action :fetch_inbox, except: [:index, :create]
   before_action :fetch_agent_bot, only: [:set_agent_bot]
-  before_action :validate_limit, only: [:create]
   # we are already handling the authorization in fetch inbox
   before_action :check_authorization, except: [:show]
 

app/controllers/api/v1/accounts/microsoft/authorizations_controller.rb

@@ -6,7 +6,10 @@ class Api::V1::Accounts::Microsoft::AuthorizationsController < Api::V1::Accounts
       {
         redirect_uri: "#{base_url}/microsoft/callback",
         scope: scope,
-        state: state
+        state: state,
+        # Force the Microsoft account picker so an already-signed-in account does not
+        # silently authorize and re-bind to an existing inbox in the new-inbox flow.
+        prompt: 'select_account'
       }
     )
     if redirect_url

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

@@ -1,4 +1,5 @@
 class Api::V1::Accounts::WebhooksController < Api::V1::Accounts::BaseController
+  before_action :ensure_api_and_webhooks_enabled
   before_action :check_authorization
   before_action :fetch_webhook, only: [:update, :destroy]
 
@@ -22,6 +23,10 @@ class Api::V1::Accounts::WebhooksController < Api::V1::Accounts::BaseController
 
   private
 
+  def ensure_api_and_webhooks_enabled
+    render_unauthorized('You are not authorized to do this action') unless Current.account.feature_enabled?('api_and_webhooks')
+  end
+
   def webhook_params
     params.require(:webhook).permit(:inbox_id, :name, :url, subscriptions: [])
   end

app/controllers/api/v1/accounts/whatsapp/authorizations_controller.rb

@@ -8,8 +8,10 @@ class Api::V1::Accounts::Whatsapp::AuthorizationsController < Api::V1::Accounts:
     validate_embedded_signup_params!
     channel = process_embedded_signup
     render_success_response(channel.inbox)
-  rescue StandardError => e
+  rescue CustomExceptions::Inbox::LimitExceeded => e
     render_error_response(e)
+  rescue StandardError => e
+    render_embedded_signup_error(e)
   end
 
   private
@@ -55,7 +57,7 @@ class Api::V1::Accounts::Whatsapp::AuthorizationsController < Api::V1::Accounts:
     render json: response
   end
 
-  def render_error_response(error)
+  def render_embedded_signup_error(error)
     Rails.logger.error "[WHATSAPP AUTHORIZATION] Embedded signup error: #{error.message}"
     Rails.logger.error error.backtrace.join("\n")
     render json: {

app/controllers/api/v1/widget/contacts_controller.rb

@@ -2,6 +2,7 @@ class Api::V1::Widget::ContactsController < Api::V1::Widget::BaseController
   include WidgetHelper
 
   before_action :validate_hmac, only: [:set_user]
+  before_action :validate_hmac_for_identified_update, only: [:update]
 
   def show; end
 
@@ -46,6 +47,16 @@ class Api::V1::Widget::ContactsController < Api::V1::Widget::BaseController
     @contact.identifier.present? && @contact.identifier != permitted_params[:identifier]
   end
 
+  # The plain update endpoint is also used for anonymous prechat updates
+  # (name/email/phone/custom_attributes with no identifier), which must keep
+  # working on hmac_mandatory inboxes. Only the identity-binding path, where an
+  # identifier is supplied and the contact can be rebound, requires HMAC.
+  def validate_hmac_for_identified_update
+    return if params[:identifier].blank?
+
+    validate_hmac
+  end
+
   def validate_hmac
     return unless should_verify_hmac?
 
@@ -62,11 +73,15 @@ class Api::V1::Widget::ContactsController < Api::V1::Widget::BaseController
   end
 
   def valid_hmac?
-    params[:identifier_hash] == OpenSSL::HMAC.hexdigest(
+    expected_hash = OpenSSL::HMAC.hexdigest(
       'sha256',
       @web_widget.hmac_token,
       params[:identifier].to_s
     )
+    identifier_hash = params[:identifier_hash].to_s
+    return false unless identifier_hash.bytesize == expected_hash.bytesize
+
+    ActiveSupport::SecurityUtils.secure_compare(identifier_hash, expected_hash)
   end
 
   def permitted_params

app/controllers/api/v2/accounts/reports_controller.rb

@@ -51,6 +51,13 @@ class Api::V2::Accounts::ReportsController < Api::V1::Accounts::BaseController
     generate_csv('conversation_traffic_reports', 'api/v2/accounts/reports/conversation_traffic')
   end
 
+  def drilldown
+    return head :unauthorized unless Current.account_user.administrator?
+    return head :unprocessable_entity unless valid_drilldown_params?
+
+    render json: V2::Reports::DrilldownBuilder.new(Current.account, drilldown_params).build
+  end
+
   def conversations
     return head :unprocessable_entity if params[:type].blank?
 
@@ -133,6 +140,22 @@ class Api::V2::Accounts::ReportsController < Api::V1::Accounts::BaseController
                         })
   end
 
+  def drilldown_params
+    permitted_params = params.permit(
+      :metric, :id, :since, :until, :group_by, :timezone_offset, :bucket_timestamp, :page, :per_page
+    ).to_h.symbolize_keys
+    permitted_params.merge(
+      type: (params[:type].presence || 'account').to_sym,
+      business_hours: ActiveModel::Type::Boolean.new.cast(params[:business_hours])
+    )
+  end
+
+  def valid_drilldown_params?
+    %i[metric bucket_timestamp since until].all? { |param| params[param].present? } &&
+      Reports::ReportMetricRegistry.supported?(params[:metric]) &&
+      V2::Reports::DrilldownBuilder.supported_dimension_type?(params[:type]) && Reports::DrilldownTimestampValidator.valid?(params)
+  end
+
   def conversation_params
     {
       type: params[:type].to_sym,

app/controllers/concerns/request_exception_handler.rb

@@ -1,8 +1,15 @@
 module RequestExceptionHandler
   extend ActiveSupport::Concern
 
+  QUERY_CANCELED_ERROR_MESSAGE_PATTERNS = [
+    'ActiveRecord::QueryCanceled',
+    'PG::QueryCanceled',
+    'canceling statement due to statement timeout'
+  ].freeze
+
   included do
     rescue_from ActiveRecord::RecordInvalid, with: :render_record_invalid
+    rescue_from CustomExceptions::Inbox::LimitExceeded, with: :render_error_response
   end
 
   private
@@ -18,6 +25,9 @@ module RequestExceptionHandler
   rescue ActionController::ParameterMissing => e
     log_handled_error(e)
     render_could_not_create_error(e.message)
+  rescue ActiveRecord::QueryCanceled => e
+    log_handled_error(e)
+    render_could_not_create_error(database_query_canceled_message)
   ensure
     # to address the thread variable leak issues in Puma/Thin webserver
     Current.reset
@@ -31,8 +41,8 @@ module RequestExceptionHandler
     render json: { error: message }, status: :not_found
   end
 
-  def render_could_not_create_error(message)
-    render json: { error: message }, status: :unprocessable_entity
+  def render_could_not_create_error(error)
+    render json: { error: sanitized_error_message(error) }, status: :unprocessable_entity
   end
 
   def render_payment_required(message)
@@ -59,4 +69,19 @@ module RequestExceptionHandler
   def log_handled_error(exception)
     logger.info("Handled error: #{exception.inspect}")
   end
+
+  def sanitized_error_message(message)
+    return database_query_canceled_message if database_query_canceled_message?(message)
+
+    message
+  end
+
+  def database_query_canceled_message?(message)
+    error_message = message.to_s
+    QUERY_CANCELED_ERROR_MESSAGE_PATTERNS.any? { |pattern| error_message.include?(pattern) }
+  end
+
+  def database_query_canceled_message
+    I18n.t('errors.database.query_canceled')
+  end
 end

app/controllers/instagram/callbacks_controller.rb

@@ -11,6 +11,8 @@ class Instagram::CallbacksController < ApplicationController
     end
 
     process_successful_authorization
+  rescue CustomExceptions::Inbox::LimitExceeded => e
+    handle_limit_error(e)
   rescue StandardError => e
     handle_error(e)
   end
@@ -47,6 +49,14 @@ class Instagram::CallbacksController < ApplicationController
     redirect_to_error_page(error_info)
   end
 
+  def handle_limit_error(error)
+    redirect_to_error_page(
+      'error_type' => error.class.name,
+      'code' => Rack::Utils.status_code(error.http_status),
+      'error_message' => error.message
+    )
+  end
+
   # Extract error details from the exception
   def extract_error_info(error)
     if error.is_a?(OAuth2::Error)

app/controllers/public/api/v1/inboxes/contacts_controller.rb

@@ -18,7 +18,8 @@ class Public::Api::V1::Inboxes::ContactsController < Public::Api::V1::InboxesCon
       contact: @contact_inbox.contact,
       params: permitted_params.to_h.deep_symbolize_keys.except(:identifier)
     )
-    render json: contact_identify_action.perform
+    contact_identify_action.perform
+    @contact_inbox.reload
   end
 
   private
@@ -35,11 +36,15 @@ class Public::Api::V1::Inboxes::ContactsController < Public::Api::V1::InboxesCon
   end
 
   def valid_hmac?
-    params[:identifier_hash] == OpenSSL::HMAC.hexdigest(
+    expected_hash = OpenSSL::HMAC.hexdigest(
       'sha256',
       @inbox_channel.hmac_token,
       params[:identifier].to_s
     )
+    identifier_hash = params[:identifier_hash].to_s
+    return false unless identifier_hash.bytesize == expected_hash.bytesize
+
+    ActiveSupport::SecurityUtils.secure_compare(identifier_hash, expected_hash)
   end
 
   def permitted_params

app/controllers/tiktok/callbacks_controller.rb

@@ -6,6 +6,8 @@ class Tiktok::CallbacksController < ApplicationController
     return handle_ungranted_scopes_error unless all_scopes_granted?
 
     process_successful_authorization
+  rescue CustomExceptions::Inbox::LimitExceeded => e
+    handle_limit_error(e)
   rescue StandardError => e
     handle_error(e)
   end
@@ -36,6 +38,14 @@ class Tiktok::CallbacksController < ApplicationController
     redirect_to_error_page(error_type: error.class.name, code: 500, error_message: error.message)
   end
 
+  def handle_limit_error(error)
+    redirect_to_error_page(
+      error_type: error.class.name,
+      code: Rack::Utils.status_code(error.http_status),
+      error_message: error.message
+    )
+  end
+
   # Handles the case when a user denies permissions or cancels the authorization flow
   def handle_authorization_error
     redirect_to_error_page(

app/helpers/api/v1/inboxes_helper.rb

@@ -114,10 +114,4 @@ module Api::V1::InboxesHelper
       'sms' => Current.account.sms_channels
     }[permitted_params[:channel][:type]]
   end
-
-  def validate_limit
-    return unless Current.account.inboxes.count >= Current.account.usage_limits[:inboxes]
-
-    render_payment_required('Account limit exceeded. Upgrade to a higher plan')
-  end
 end

app/helpers/billing_helper.rb

@@ -22,4 +22,16 @@ module BillingHelper
   def agents(account)
     account.users.count
   end
+
+  # current_period_end moved to the subscription item in newer Stripe API versions; read both.
+  def subscription_period_end(subscription)
+    subscription['current_period_end'] || subscription['items']['data'].first&.[]('current_period_end')
+  end
+
+  def subscription_ends_on(subscription)
+    period_end = subscription_period_end(subscription)
+    return if period_end.blank?
+
+    Time.zone.at(period_end)
+  end
 end

app/helpers/filters/filter_helper.rb

@@ -68,6 +68,8 @@ module Filters::FilterHelper
     when 'text_case_insensitive'
       text_case_insensitive_filter(query_hash, filter_operator_value)
     else
+      return text_cast_filter(query_hash, filter_operator_value) if text_search_on_display_id?(query_hash)
+
       default_filter(query_hash, filter_operator_value)
     end
   end
@@ -82,10 +84,18 @@ module Filters::FilterHelper
       "#{filter_operator_value} #{query_hash[:query_operator]}"
   end
 
+  def text_cast_filter(query_hash, filter_operator_value)
+    "(#{filter_config[:table_name]}.#{query_hash[:attribute_key]})::text #{filter_operator_value} #{query_hash[:query_operator]}"
+  end
+
   def default_filter(query_hash, filter_operator_value)
     "#{filter_config[:table_name]}.#{query_hash[:attribute_key]} #{filter_operator_value} #{query_hash[:query_operator]}"
   end
 
+  def text_search_on_display_id?(query_hash)
+    query_hash[:attribute_key] == 'display_id' && %w[contains does_not_contain].include?(query_hash[:filter_operator])
+  end
+
   def validate_single_condition(condition)
     return if condition['query_operator'].nil?
     return if condition['query_operator'].empty?

app/javascript/dashboard/api/assignableAgents.js

@@ -6,9 +6,12 @@ class AssignableAgents extends ApiClient {
     super('assignable_agents', { accountScoped: true });
   }
 
-  get(inboxIds) {
+  get(inboxIds, { includeAgentBots = false } = {}) {
     return axios.get(this.url, {
-      params: { inbox_ids: inboxIds },
+      params: {
+        inbox_ids: inboxIds,
+        ...(includeAgentBots ? { include_agent_bots: true } : {}),
+      },
     });
   }
 }

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

@@ -1,6 +1,10 @@
 /* global axios */
 import ApiClient from '../ApiClient';
 
+// Viewer's UTC offset in hours, matching the reports API convention so the
+// backend can anchor calendar ranges to the viewer's day.
+const getTimezoneOffset = () => -new Date().getTimezoneOffset() / 60;
+
 class CaptainAssistant extends ApiClient {
   constructor() {
     super('captain/assistants', { accountScoped: true });
@@ -21,6 +25,32 @@ class CaptainAssistant extends ApiClient {
       message_history: messageHistory,
     });
   }
+
+  getStats({ assistantId, range }) {
+    return axios.get(`${this.url}/${assistantId}/stats`, {
+      params: { range, timezone_offset: getTimezoneOffset() },
+    });
+  }
+
+  getSummary({ assistantId, range }) {
+    return axios.get(`${this.url}/${assistantId}/summary`, {
+      params: { range, timezone_offset: getTimezoneOffset() },
+    });
+  }
+
+  getDrilldown({ assistantId, metric, range, page, signal }) {
+    const requestConfig = {
+      params: {
+        metric,
+        range,
+        timezone_offset: getTimezoneOffset(),
+        page,
+      },
+    };
+    if (signal) requestConfig.signal = signal;
+
+    return axios.get(`${this.url}/${assistantId}/drilldown`, requestConfig);
+  }
 }
 
 export default new CaptainAssistant();

app/javascript/dashboard/api/enterprise/account.js

@@ -14,6 +14,10 @@ class EnterpriseAccountAPI extends ApiClient {
     return axios.post(`${this.url}subscription`);
   }
 
+  selectBillingCurrency(currency) {
+    return axios.post(`${this.url}select_billing_currency`, { currency });
+  }
+
   getLimits() {
     return axios.get(`${this.url}limits`);
   }
@@ -27,6 +31,11 @@ class EnterpriseAccountAPI extends ApiClient {
   createTopupCheckout(credits) {
     return axios.post(`${this.url}topup_checkout`, { credits });
   }
+
+  // Topup packages for the account's billing currency.
+  getTopupOptions() {
+    return axios.get(`${this.url}topup_options`);
+  }
 }
 
 export default new EnterpriseAccountAPI();

app/javascript/dashboard/api/inbox/conversation.js

@@ -62,9 +62,10 @@ class ConversationApi extends ApiClient {
     });
   }
 
-  assignAgent({ conversationId, agentId }) {
+  assignAgent({ conversationId, agentId, assigneeType }) {
     return axios.post(`${this.url}/${conversationId}/assignments`, {
       assignee_id: agentId,
+      assignee_type: assigneeType,
     });
   }
 

app/javascript/dashboard/api/reports.js

@@ -31,6 +31,42 @@ class ReportsAPI extends ApiClient {
     });
   }
 
+  getDrilldown({
+    metric,
+    bucketTimestamp,
+    from,
+    to,
+    type = 'account',
+    id,
+    groupBy,
+    businessHours,
+    page,
+    perPage,
+    signal,
+  }) {
+    const requestConfig = {
+      params: {
+        metric,
+        bucket_timestamp: bucketTimestamp,
+        since: from,
+        until: to,
+        type,
+        id,
+        group_by: groupBy,
+        business_hours: businessHours,
+        timezone_offset: getTimeOffset(),
+        page,
+        per_page: perPage,
+      },
+    };
+
+    if (signal) {
+      requestConfig.signal = signal;
+    }
+
+    return axios.get(`${this.url}/drilldown`, requestConfig);
+  }
+
   // eslint-disable-next-line default-param-last
   getSummary(since, until, type = 'account', id, groupBy, businessHours) {
     return axios.get(`${this.url}/summary`, {

app/javascript/dashboard/api/specs/assignableAgents.spec.js

@@ -26,5 +26,15 @@ describe('#AssignableAgentsAPI', () => {
         },
       });
     });
+
+    it('#getAssignableAgents with agent bots', () => {
+      assignableAgentsAPI.get([1], { includeAgentBots: true });
+      expect(axiosMock.get).toHaveBeenCalledWith('/api/v1/assignable_agents', {
+        params: {
+          inbox_ids: [1],
+          include_agent_bots: true,
+        },
+      });
+    });
   });
 });

app/javascript/dashboard/api/specs/inbox/conversation.spec.js

@@ -90,11 +90,16 @@ describe('#ConversationAPI', () => {
     });
 
     it('#assignAgent', () => {
-      conversationAPI.assignAgent({ conversationId: 12, agentId: 34 });
+      conversationAPI.assignAgent({
+        conversationId: 12,
+        agentId: 34,
+        assigneeType: 'AgentBot',
+      });
       expect(axiosMock.post).toHaveBeenCalledWith(
         `/api/v1/conversations/12/assignments`,
         {
           assignee_id: 34,
+          assignee_type: 'AgentBot',
         }
       );
     });

app/javascript/dashboard/api/specs/reports.spec.js

@@ -1,6 +1,8 @@
 import reportsAPI from '../reports';
 import ApiClient from '../ApiClient';
 
+const timezoneOffset = () => -new Date().getTimezoneOffset() / 60;
+
 describe('#Reports API', () => {
   it('creates correct instance', () => {
     expect(reportsAPI).toBeInstanceOf(ApiClient);
@@ -11,6 +13,7 @@ describe('#Reports API', () => {
     expect(reportsAPI).toHaveProperty('update');
     expect(reportsAPI).toHaveProperty('delete');
     expect(reportsAPI).toHaveProperty('getReports');
+    expect(reportsAPI).toHaveProperty('getDrilldown');
     expect(reportsAPI).toHaveProperty('getSummary');
     expect(reportsAPI).toHaveProperty('getAgentReports');
     expect(reportsAPI).toHaveProperty('getLabelReports');
@@ -42,11 +45,14 @@ describe('#Reports API', () => {
       });
       expect(axiosMock.get).toHaveBeenCalledWith('/api/v2/reports', {
         params: {
+          business_hours: undefined,
+          group_by: undefined,
+          id: undefined,
           metric: 'conversations_count',
           since: 1621103400,
           until: 1621621800,
           type: 'account',
-          timezone_offset: -0,
+          timezone_offset: timezoneOffset(),
         },
       });
     });
@@ -59,13 +65,70 @@ describe('#Reports API', () => {
           group_by: undefined,
           id: undefined,
           since: 1621103400,
-          timezone_offset: -0,
+          timezone_offset: timezoneOffset(),
           type: 'account',
           until: 1621621800,
         },
       });
     });
 
+    it('#getDrilldown', () => {
+      reportsAPI.getDrilldown({
+        metric: 'incoming_messages_count',
+        bucketTimestamp: 1621103400,
+        from: 1621103400,
+        to: 1621621800,
+        type: 'inbox',
+        id: 1,
+        groupBy: 'day',
+        businessHours: false,
+        page: 2,
+        perPage: 25,
+      });
+      expect(axiosMock.get).toHaveBeenCalledWith('/api/v2/reports/drilldown', {
+        params: {
+          metric: 'incoming_messages_count',
+          bucket_timestamp: 1621103400,
+          since: 1621103400,
+          until: 1621621800,
+          type: 'inbox',
+          id: 1,
+          group_by: 'day',
+          business_hours: false,
+          timezone_offset: timezoneOffset(),
+          page: 2,
+          per_page: 25,
+        },
+      });
+    });
+
+    it('#getDrilldown with abort signal', () => {
+      const controller = new AbortController();
+
+      reportsAPI.getDrilldown({
+        metric: 'incoming_messages_count',
+        bucketTimestamp: 1621103400,
+        signal: controller.signal,
+      });
+
+      expect(axiosMock.get).toHaveBeenCalledWith('/api/v2/reports/drilldown', {
+        params: {
+          metric: 'incoming_messages_count',
+          bucket_timestamp: 1621103400,
+          since: undefined,
+          until: undefined,
+          type: 'account',
+          id: undefined,
+          group_by: undefined,
+          business_hours: undefined,
+          timezone_offset: timezoneOffset(),
+          page: undefined,
+          per_page: undefined,
+        },
+        signal: controller.signal,
+      });
+    });
+
     it('#getAgentReports', () => {
       reportsAPI.getAgentReports({
         from: 1621103400,

app/javascript/dashboard/components-next/Conversation/ConversationCard/CardMessagePreviewWithMeta.vue

@@ -16,6 +16,10 @@ const props = defineProps({
     type: Array,
     required: true,
   },
+  contact: {
+    type: Object,
+    required: true,
+  },
 });
 
 const { t } = useI18n();
@@ -49,7 +53,9 @@ const unreadMessagesCount = computed(() => {
 
 const hasSlaThreshold = computed(() => {
   return (
-    slaCardLabelRef.value?.hasSlaThreshold && props.conversation?.slaPolicyId
+    !props.contact?.blocked &&
+    slaCardLabelRef.value?.hasSlaThreshold &&
+    props.conversation?.appliedSla?.id
   );
 });
 

app/javascript/dashboard/components-next/Conversation/ConversationCard/ConversationCard.vue

@@ -126,6 +126,7 @@ const onCardClick = e => {
         v-show="!showMessagePreviewWithoutMeta"
         ref="cardMessagePreviewWithMetaRef"
         :conversation="conversation"
+        :contact="contact"
         :account-labels="accountLabels"
       />
     </div>

app/javascript/dashboard/components-next/Conversation/ConversationCard/ConversationCardExpanded.vue

@@ -51,7 +51,9 @@ const unreadCount = computed(() => props.chat.unread_count);
 const slaCardLabel = useTemplateRef('slaCardLabel');
 
 const hasSlaPolicyId = computed(
-  () => props.chat?.sla_policy_id || slaCardLabel.value?.hasSlaThreshold
+  () =>
+    !props.currentContact?.blocked &&
+    (props.chat?.applied_sla?.id || slaCardLabel.value?.hasSlaThreshold)
 );
 
 const selectedModel = computed({

app/javascript/dashboard/components-next/Conversation/ConversationCard/SLACardLabel.vue

@@ -1,6 +1,6 @@
 <script setup>
 import { ref, computed, onMounted, onUnmounted, watch } from 'vue';
-import { evaluateSLAStatus } from '@chatwoot/utils';
+import { evaluateSLAStatus } from 'dashboard/helper/slaHelper';
 
 const props = defineProps({
   conversation: {
@@ -19,16 +19,8 @@ const slaStatus = ref({
   icon: null,
 });
 
-// TODO: Remove this once we update the helper from utils
-// https://github.com/chatwoot/utils/blob/main/src/sla.ts#L73
-const convertObjectCamelCaseToSnakeCase = object => {
-  return Object.keys(object).reduce((acc, key) => {
-    acc[key.replace(/([A-Z])/g, '_$1').toLowerCase()] = object[key];
-    return acc;
-  }, {});
-};
-
 const appliedSLA = computed(() => props.conversation?.appliedSla);
+const slaEvents = computed(() => props.conversation?.slaEvents);
 const isSlaMissed = computed(() => slaStatus.value?.isSlaMissed);
 
 const hasSlaThreshold = computed(() => {
@@ -41,8 +33,9 @@ const slaStatusText = computed(() => {
 
 const updateSlaStatus = () => {
   slaStatus.value = evaluateSLAStatus({
-    appliedSla: convertObjectCamelCaseToSnakeCase(appliedSLA.value || {}),
+    appliedSla: appliedSLA.value || {},
     chat: props.conversation,
+    slaEvents: slaEvents.value || [],
   });
 };
 

app/javascript/dashboard/components-next/Conversation/Sla/SLACardLabel.vue

@@ -1,6 +1,6 @@
 <script setup>
 import { ref, computed, onMounted, onUnmounted, watch } from 'vue';
-import { evaluateSLAStatus } from '@chatwoot/utils';
+import { evaluateSLAStatus } from 'dashboard/helper/slaHelper';
 
 import Icon from 'dashboard/components-next/icon/Icon.vue';
 import Label from 'dashboard/components-next/label/Label.vue';
@@ -27,6 +27,7 @@ defineOptions({
 });
 
 const appliedSLA = computed(() => props.chat?.applied_sla);
+const slaEvents = computed(() => props.chat?.sla_events);
 const hasSlaThreshold = computed(() => slaStatus.value?.threshold);
 const isSlaMissed = computed(() => slaStatus.value?.isSlaMissed);
 
@@ -34,6 +35,7 @@ const updateSlaStatus = () => {
   slaStatus.value = evaluateSLAStatus({
     appliedSla: appliedSLA.value || {},
     chat: props.chat,
+    slaEvents: slaEvents.value || [],
   });
 };
 

app/javascript/dashboard/components-next/DraggableReorderList/DraggableReorderList.vue

@@ -0,0 +1,378 @@
+<script setup>
+import { computed, ref, watch, nextTick, onBeforeUnmount } from 'vue';
+import { useEventListener, onKeyStroke, useRafFn } from '@vueuse/core';
+import Icon from 'dashboard/components-next/icon/Icon.vue';
+
+// Reorderable list with cross-page drag. It must stay mounted during a page
+// fetch — hide the list spinner while `dragging`, or the held item is lost.
+const props = defineProps({
+  items: { type: Array, required: true },
+  itemKey: { type: String, default: 'id' },
+  disabled: { type: Boolean, default: false },
+  currentPage: { type: Number, default: 1 },
+  totalPages: { type: Number, default: 1 },
+});
+const emit = defineEmits(['reorder', 'navigatePage', 'dragging']);
+
+const DRAG_THRESHOLD = 5;
+const EDGE_BAND = 72; // px from a side that arms a page turn
+const AUTO_PAGE_DELAY = 600; // ms hovering an edge before it flips
+const SCROLL_BAND = 60; // px from top/bottom that autoscrolls the list
+const SCROLL_STEP = 10; // px scrolled per frame while parked at an edge
+const PILL = 36; // px, the page-turn arrow button on each edge
+
+const root = ref(null);
+const isDragging = ref(false);
+const dragged = ref(null);
+const pointer = ref({ x: 0, y: 0 });
+const insertBefore = ref(null); // key the gap sits before, null = end of list
+const activeEdge = ref(null);
+const bounds = ref({ left: 0, right: 0, top: 0, bottom: 0 }); // visible list rect
+const grab = ref({ dx: 0, dy: 0 }); // cursor offset inside the grabbed card
+const dragHeight = ref(0);
+
+let press = null; // pending press, before it becomes a drag
+let dwell = null; // timer that flips the page after hovering an edge
+let paging = false; // waiting for a flipped page to load
+let scroller = null; // scrollable ancestor, found when a drag begins
+let scrollDir = 0; // -1 up, +1 down, 0 idle
+let sourcePage = 1; // page the drag started on, to resolve cross-page end-drops
+
+const keyOf = item => String(item?.[props.itemKey]);
+const others = item => props.items.filter(o => keyOf(o) !== keyOf(item));
+const isRTL = () =>
+  document.querySelector('#app[dir]')?.getAttribute('dir') === 'rtl';
+const canPage = dir =>
+  dir === 'next' ? props.currentPage < props.totalPages : props.currentPage > 1;
+
+// Key of the item after `key` in `list`, or null when it is the last one.
+const keyAfter = (list, key) => {
+  const next = list[list.findIndex(o => keyOf(o) === key) + 1];
+  return next ? keyOf(next) : null;
+};
+
+const edges = computed(() =>
+  ['prev', 'next'].filter(canPage).map(dir => {
+    const onLeft = isRTL() ? dir === 'next' : dir === 'prev';
+    return {
+      dir,
+      onLeft,
+      icon: onLeft ? 'i-lucide-chevrons-left' : 'i-lucide-chevrons-right',
+    };
+  })
+);
+
+// Cursor overlay: an edge glow band, a page-turn arrow per edge, and a ghost of
+// the dragged row that follows the cursor and shrinks when aimed at an edge.
+const EDGE_BAND_W = 80; // px width of the glow band on each pageable edge
+const bandStyle = onLeft => {
+  const x = onLeft ? bounds.value.left : bounds.value.right - EDGE_BAND_W;
+  return {
+    width: `${EDGE_BAND_W}px`,
+    height: `${bounds.value.bottom - bounds.value.top}px`,
+    transform: `translate(${x}px, ${bounds.value.top}px)`,
+  };
+};
+const pillStyle = onLeft => {
+  const x = onLeft ? bounds.value.left + 12 : bounds.value.right - PILL - 12;
+  return { transform: `translate(${x}px, ${pointer.value.y - PILL / 2}px)` };
+};
+const ghostStyle = computed(() => ({
+  width: `${bounds.value.right - bounds.value.left}px`,
+  transform: `translate(${pointer.value.x - grab.value.dx}px, ${pointer.value.y - grab.value.dy}px)`,
+}));
+const scaleStyle = computed(() => ({
+  transformOrigin: `${grab.value.dx}px ${grab.value.dy}px`,
+}));
+
+// The list as shown mid-drag: the dragged row slotted into the gap at `insertBefore`.
+const displayItems = computed(() => {
+  if (!isDragging.value || !dragged.value) return props.items;
+  const rest = others(dragged.value);
+  const at = rest.findIndex(o => keyOf(o) === insertBefore.value);
+  rest.splice(at === -1 ? rest.length : at, 0, dragged.value);
+  return rest;
+});
+
+// Move the gap when the cursor crosses the midpoint of the card it is over.
+const aim = () => {
+  const card = document
+    .elementFromPoint(pointer.value.x, pointer.value.y)
+    ?.closest('[data-drag-id]');
+  const key = card?.dataset.dragId;
+  if (!key || key === keyOf(dragged.value)) return;
+
+  const { top, height } = card.getBoundingClientRect();
+  const above = pointer.value.y < top + height / 2;
+  insertBefore.value = above ? key : keyAfter(others(dragged.value), key);
+};
+
+const flip = dir => {
+  if (paging || !isDragging.value) return;
+  paging = true;
+  emit('navigatePage', props.currentPage + (dir === 'next' ? 1 : -1));
+};
+
+const aimEdge = x => {
+  const rect = root.value?.getBoundingClientRect();
+  if (!rect) return;
+  // Clip the list rect to the scroll viewport so the glow band and its top/bottom
+  // fade always sit on the visible edges, not the far ends of the full content.
+  const view = scroller?.getBoundingClientRect();
+  const viewTop = Math.max(view?.top ?? 0, 0);
+  const viewBottom = Math.min(
+    view?.bottom ?? window.innerHeight,
+    window.innerHeight
+  );
+  bounds.value = {
+    left: rect.left,
+    right: rect.right,
+    top: Math.max(rect.top, viewTop),
+    bottom: Math.min(rect.bottom, viewBottom),
+  };
+
+  let dir = null;
+  if (x <= rect.left + EDGE_BAND) dir = isRTL() ? 'next' : 'prev';
+  else if (x >= rect.right - EDGE_BAND) dir = isRTL() ? 'prev' : 'next';
+  if (dir && !canPage(dir)) dir = null;
+  if (dir === activeEdge.value) return;
+
+  activeEdge.value = dir;
+  clearTimeout(dwell);
+  if (dir) dwell = setTimeout(() => flip(dir), AUTO_PAGE_DELAY);
+};
+
+// Nearest scrollable ancestor, so a drag can reach rows that are off-screen.
+const scrollParent = () => {
+  let el = root.value?.parentElement;
+  while (el) {
+    const { overflowY } = getComputedStyle(el);
+    if (overflowY === 'auto' || overflowY === 'scroll') return el;
+    el = el.parentElement;
+  }
+  return null;
+};
+
+// While parked at the top/bottom edge, keep scrolling and re-aim as rows slide by.
+const { pause: pauseScroll, resume: resumeScroll } = useRafFn(
+  () => {
+    if (!scroller || !scrollDir) return;
+    scroller.scrollTop += scrollDir * SCROLL_STEP;
+    aim();
+    aimEdge(pointer.value.x);
+  },
+  { immediate: false }
+);
+
+const updateAutoScroll = y => {
+  if (!scroller) return;
+  const rect = scroller.getBoundingClientRect();
+  const atTop = scroller.scrollTop <= 0;
+  const atBottom =
+    scroller.scrollTop >= scroller.scrollHeight - scroller.clientHeight;
+  if (y < rect.top + SCROLL_BAND && !atTop) scrollDir = -1;
+  else if (y > rect.bottom - SCROLL_BAND && !atBottom) scrollDir = 1;
+  else scrollDir = 0;
+  if (scrollDir) resumeScroll();
+  else pauseScroll();
+};
+
+const reset = () => {
+  isDragging.value = false;
+  dragged.value = null;
+  insertBefore.value = null;
+  activeEdge.value = null;
+  clearTimeout(dwell);
+  paging = false;
+  scrollDir = 0;
+  scroller = null;
+  pauseScroll();
+  document.body.classList.remove('select-none');
+  emit('dragging', false);
+};
+
+// Positions sit on a gap-of-10 grid; a midpoint (±5 at the ends) slots between two rows.
+// Cross-page end-drops are the tricky case: moving an item off its source page pulls the
+// target page's boundary row into the vacated slot. So at the leading edge after moving
+// DOWN (or the trailing edge after moving UP) we land between the two boundary rows, or
+// the item sorts onto the adjacent page and vanishes from view.
+const drop = (item, rawBefore) => {
+  const pos = o => o?.position || 0;
+  const mid = (a, b) => Math.floor((pos(a) + pos(b)) / 2);
+  const rest = others(item);
+  // No other rows to position against — e.g. the lone article on a page dropped
+  // without crossing to another page. Leave the order untouched.
+  if (!rest.length) return;
+  // A page flip can leave the aimed key pointing at a row that is no longer on
+  // this page. Like displayItems, resolve an unknown key to null (end of list),
+  // so what the user sees and what we save agree.
+  const before = rest.some(o => keyOf(o) === rawBefore) ? rawBefore : null;
+  const movedDown = props.currentPage > sourcePage;
+  const movedUp = props.currentPage < sourcePage;
+
+  let position;
+  if (before === null) {
+    position =
+      movedUp && rest.length >= 2
+        ? mid(rest.at(-2), rest.at(-1))
+        : pos(rest.at(-1)) + 5;
+  } else {
+    const i = rest.findIndex(o => keyOf(o) === before);
+    if (i > 0) {
+      position = mid(rest[i - 1], rest[i]);
+    } else if (movedDown) {
+      // Top-of-page after moving down: the old first row slid up into the source
+      // page's gap, so land just after it to stay this page's first.
+      position = rest.length >= 2 ? mid(rest[0], rest[1]) : pos(rest[0]) + 5;
+    } else {
+      position = pos(rest[0]) - 5;
+    }
+  }
+  emit('reorder', { [item[props.itemKey]]: position });
+};
+
+const startDrag = () => {
+  isDragging.value = true;
+  dragged.value = press.item;
+  grab.value = { dx: press.dx, dy: press.dy };
+  dragHeight.value = press.h;
+  insertBefore.value = keyAfter(props.items, keyOf(press.item));
+  sourcePage = props.currentPage;
+  scroller = scrollParent();
+  document.body.classList.add('select-none');
+  emit('dragging', true);
+};
+
+const onPointerDown = (item, e) => {
+  if (e.button !== 0 || props.disabled) return;
+  if (e.target.closest('button, a, input, [role="button"]')) return;
+  const rect = e.currentTarget.getBoundingClientRect();
+  press = {
+    item,
+    x: e.clientX,
+    y: e.clientY,
+    dx: e.clientX - rect.left,
+    dy: e.clientY - rect.top,
+    h: rect.height,
+  };
+};
+
+useEventListener(window, 'pointermove', e => {
+  if (!press) return;
+  if (!isDragging.value) {
+    const moved = Math.hypot(e.clientX - press.x, e.clientY - press.y);
+    if (moved < DRAG_THRESHOLD) return;
+    startDrag();
+  }
+  e.preventDefault();
+  pointer.value = { x: e.clientX, y: e.clientY };
+  aim();
+  aimEdge(e.clientX);
+  updateAutoScroll(e.clientY);
+});
+
+useEventListener(window, 'pointerup', () => {
+  if (!press) return;
+  press = null;
+  if (!isDragging.value) return; // a press without movement is a click
+  const item = dragged.value;
+  const before = insertBefore.value;
+  const flipping = paging;
+  reset();
+  if (!flipping) drop(item, before);
+});
+
+// When the flipped page loads, re-aim under the held cursor so a parked edge keeps flipping.
+watch(
+  () => props.items,
+  () => {
+    if (!isDragging.value || !paging) return;
+    paging = false;
+    nextTick(() => {
+      if (!isDragging.value) return;
+      aim();
+      activeEdge.value = null;
+      aimEdge(pointer.value.x);
+    });
+  }
+);
+
+onKeyStroke('Escape', () => {
+  if (!isDragging.value) return;
+  press = null;
+  reset();
+});
+
+onBeforeUnmount(() => {
+  clearTimeout(dwell);
+  document.body.classList.remove('select-none');
+});
+</script>
+
+<template>
+  <div ref="root" class="relative w-full h-full">
+    <ul class="w-full h-full space-y-4">
+      <li
+        v-for="(item, index) in displayItems"
+        :key="keyOf(item)"
+        :data-drag-id="keyOf(item)"
+        class="relative list-none"
+        :class="{ 'cursor-grab': !disabled && !isDragging }"
+        @pointerdown="onPointerDown(item, $event)"
+        @dragstart.prevent
+      >
+        <div
+          v-if="isDragging && keyOf(item) === keyOf(dragged)"
+          :style="{ height: `${dragHeight}px` }"
+          class="border-2 border-dashed rounded-2xl border-n-brand/50 bg-n-brand/5"
+        />
+        <slot v-else name="item" :item="item" :index="index" />
+      </li>
+    </ul>
+
+    <Teleport v-if="isDragging" to="body">
+      <div
+        v-for="edge in edges"
+        :key="`band-${edge.dir}`"
+        :style="bandStyle(edge.onLeft)"
+        class="fixed top-0 left-0 z-40 pointer-events-none from-n-brand/15 to-transparent transition-opacity duration-200 [mask-image:linear-gradient(to_bottom,transparent,#000_56px,#000_calc(100%_-_56px),transparent)] [-webkit-mask-image:linear-gradient(to_bottom,transparent,#000_56px,#000_calc(100%_-_56px),transparent)]"
+        :class="[
+          edge.onLeft ? 'bg-gradient-to-r' : 'bg-gradient-to-l',
+          activeEdge === edge.dir ? 'opacity-100' : 'opacity-0',
+        ]"
+      />
+
+      <div
+        v-for="edge in edges"
+        :key="edge.dir"
+        :style="pillStyle(edge.onLeft)"
+        class="fixed top-0 left-0 z-50 flex items-center justify-center transition-all duration-150 border rounded-full pointer-events-none size-9 backdrop-blur-sm"
+        :class="
+          activeEdge === edge.dir
+            ? 'scale-110 border-n-brand bg-n-brand/20 text-n-brand shadow-md'
+            : 'opacity-70 border-n-weak/60 bg-n-solid-1/70 text-n-slate-10'
+        "
+      >
+        <Icon
+          :icon="edge.icon"
+          class="size-4"
+          :class="activeEdge === edge.dir && 'animate-pulse'"
+        />
+      </div>
+
+      <div
+        v-if="dragged"
+        :style="ghostStyle"
+        class="fixed top-0 left-0 z-50 pointer-events-none select-none"
+      >
+        <div
+          :style="scaleStyle"
+          class="transition-transform duration-150 shadow-2xl rounded-2xl"
+          :class="{ 'scale-50': activeEdge }"
+        >
+          <slot name="ghost" :item="dragged" />
+        </div>
+      </div>
+    </Teleport>
+  </div>
+</template>

app/javascript/dashboard/components-next/DraggableReorderList/specs/DraggableReorderList.spec.js

@@ -0,0 +1,222 @@
+import { mount } from '@vue/test-utils';
+import { h, nextTick } from 'vue';
+import DraggableReorderList from '../DraggableReorderList.vue';
+
+// The component is pointer-driven, so we drive it through real pointer events on
+// window while mocking the layout APIs jsdom does not implement: elementFromPoint
+// (which card is under the cursor) and getBoundingClientRect (its geometry).
+const elementAtPoint = { current: null };
+
+const move = (clientX, clientY) =>
+  window.dispatchEvent(new MouseEvent('pointermove', { clientX, clientY }));
+const release = () => window.dispatchEvent(new MouseEvent('pointerup'));
+
+// Stack the rows 50px apart, each 40px tall, inside a 500px-wide list.
+const stubGeometry = wrapper => {
+  wrapper.element.getBoundingClientRect = () => ({
+    left: 0,
+    right: 500,
+    top: 0,
+    bottom: 600,
+  });
+  wrapper.findAll('[data-drag-id]').forEach((li, index) => {
+    const top = index * 50;
+    li.element.getBoundingClientRect = () => ({
+      top,
+      height: 40,
+      bottom: top + 40,
+    });
+  });
+};
+
+const mountList = (props = {}) =>
+  mount(DraggableReorderList, {
+    props: { items: [], ...props },
+    slots: {
+      item: scope => h('div', { class: 'card' }, scope.item.title),
+      ghost: scope => h('div', { class: 'ghost' }, scope.item.title),
+    },
+    global: { stubs: { Icon: true, teleport: true } },
+  });
+
+describe('DraggableReorderList', () => {
+  let wrapper;
+
+  beforeEach(() => {
+    elementAtPoint.current = null;
+    document.elementFromPoint = vi.fn(() => elementAtPoint.current);
+  });
+
+  afterEach(() => {
+    wrapper?.unmount();
+    vi.useRealTimers();
+  });
+
+  const startDragging = async id => {
+    stubGeometry(wrapper);
+    wrapper.find(`[data-drag-id="${id}"]`).element.dispatchEvent(
+      new MouseEvent('pointerdown', {
+        button: 0,
+        clientX: 250,
+        clientY: 20,
+        bubbles: true,
+      })
+    );
+    await nextTick();
+  };
+
+  it('renders each item through the item slot', () => {
+    wrapper = mountList({
+      items: [
+        { id: 1, title: 'Alpha' },
+        { id: 2, title: 'Beta' },
+      ],
+    });
+
+    const cards = wrapper.findAll('.card');
+    expect(cards).toHaveLength(2);
+    expect(cards[0].text()).toBe('Alpha');
+    expect(wrapper.find('[data-drag-id="1"]').exists()).toBe(true);
+    expect(wrapper.find('[data-drag-id="2"]').exists()).toBe(true);
+  });
+
+  it('shows a grab affordance only when enabled', () => {
+    wrapper = mountList({ items: [{ id: 1, title: 'Alpha' }] });
+    expect(wrapper.find('[data-drag-id="1"]').classes()).toContain(
+      'cursor-grab'
+    );
+
+    wrapper.unmount();
+    wrapper = mountList({ items: [{ id: 1, title: 'Alpha' }], disabled: true });
+    expect(wrapper.find('[data-drag-id="1"]').classes()).not.toContain(
+      'cursor-grab'
+    );
+  });
+
+  it('does not start a drag when disabled', async () => {
+    wrapper = mountList({
+      items: [
+        { id: 1, title: 'Alpha' },
+        { id: 2, title: 'Beta' },
+      ],
+      disabled: true,
+    });
+    await startDragging(1);
+    move(250, 200);
+    await nextTick();
+
+    expect(wrapper.emitted('dragging')).toBeUndefined();
+  });
+
+  it('emits dragging true then false across a drag', async () => {
+    wrapper = mountList({
+      items: [
+        { id: 1, title: 'Alpha' },
+        { id: 2, title: 'Beta' },
+      ],
+    });
+    await startDragging(1);
+    elementAtPoint.current = wrapper.find('[data-drag-id="2"]').element;
+    move(250, 60);
+    await nextTick();
+
+    expect(wrapper.emitted('dragging')[0]).toEqual([true]);
+
+    release();
+    await nextTick();
+    expect(wrapper.emitted('dragging')[1]).toEqual([false]);
+  });
+
+  it('emits the midpoint position when dropped between two rows', async () => {
+    wrapper = mountList({
+      items: [
+        { id: 1, title: 'Alpha', position: 10 },
+        { id: 2, title: 'Beta', position: 20 },
+        { id: 3, title: 'Gamma', position: 30 },
+      ],
+    });
+    await startDragging(1);
+
+    // Hover the lower half of Beta (top 50, height 40 → midpoint 70) so the gap
+    // sits before Gamma; dropping there lands halfway between Beta and Gamma.
+    elementAtPoint.current = wrapper.find('[data-drag-id="2"]').element;
+    move(250, 85);
+    await nextTick();
+    release();
+    await nextTick();
+
+    expect(wrapper.emitted('reorder')[0][0]).toEqual({ 1: 25 });
+  });
+
+  it('does not reorder when the only row on a page is dropped in place', async () => {
+    // P1: dragging the lone article on a later page and releasing without
+    // crossing to another page must be a no-op, not move it to the top.
+    wrapper = mountList({
+      items: [{ id: 5, title: 'Solo', position: 260 }],
+      currentPage: 2,
+      totalPages: 2,
+    });
+    await startDragging(5);
+    move(250, 300);
+    await nextTick();
+    release();
+    await nextTick();
+
+    expect(wrapper.emitted('dragging')).toEqual([[true], [false]]);
+    expect(wrapper.emitted('reorder')).toBeUndefined();
+  });
+
+  it('turns the page after dwelling on a pageable edge', async () => {
+    vi.useFakeTimers();
+    wrapper = mountList({
+      items: [
+        { id: 1, title: 'Alpha', position: 10 },
+        { id: 2, title: 'Beta', position: 20 },
+      ],
+      currentPage: 1,
+      totalPages: 2,
+    });
+    await startDragging(1);
+
+    // Drag to the right edge over blank space (no card) and hold.
+    elementAtPoint.current = null;
+    move(490, 20);
+    await nextTick();
+    vi.advanceTimersByTime(600);
+
+    expect(wrapper.emitted('navigatePage')[0]).toEqual([2]);
+  });
+
+  it('can still turn pages after releasing during a pending flip', async () => {
+    // Releasing while a flip fetch is in flight must clear paging state, or every
+    // later drag would be stuck unable to navigate.
+    vi.useFakeTimers();
+    wrapper = mountList({
+      items: [
+        { id: 1, title: 'Alpha', position: 10 },
+        { id: 2, title: 'Beta', position: 20 },
+      ],
+      currentPage: 1,
+      totalPages: 2,
+    });
+
+    // First drag: park at the edge to start a flip, then release before the new
+    // page arrives (items never change here).
+    await startDragging(1);
+    elementAtPoint.current = null;
+    move(490, 20);
+    await nextTick();
+    vi.advanceTimersByTime(600);
+    release();
+    await nextTick();
+
+    // Second drag must be able to flip again.
+    await startDragging(1);
+    elementAtPoint.current = null;
+    move(490, 20);
+    await nextTick();
+    vi.advanceTimersByTime(600);
+
+    expect(wrapper.emitted('navigatePage')).toEqual([[2], [2]]);
+  });
+});

app/javascript/dashboard/components-next/HelpCenter/Pages/ArticlePage/ArticleList.vue

@@ -1,6 +1,5 @@
 <script setup>
-import { ref, computed, watch } from 'vue';
-import Draggable from 'vuedraggable';
+import { computed, ref } from 'vue';
 import { useMapGetter, useStore } from 'dashboard/composables/store.js';
 import { useRouter, useRoute } from 'vue-router';
 import { useI18n } from 'vue-i18n';
@@ -10,6 +9,7 @@ import { getArticleStatus } from 'dashboard/helper/portalHelper.js';
 import wootConstants from 'dashboard/constants/globals';
 
 import ArticleCard from 'dashboard/components-next/HelpCenter/ArticleCard/ArticleCard.vue';
+import DraggableReorderList from 'dashboard/components-next/DraggableReorderList/DraggableReorderList.vue';
 
 const props = defineProps({
   articles: {
@@ -28,9 +28,22 @@ const props = defineProps({
     type: Boolean,
     default: false,
   },
+  currentPage: {
+    type: Number,
+    default: 1,
+  },
+  totalPages: {
+    type: Number,
+    default: 1,
+  },
 });
 
-const emit = defineEmits(['translateArticle', 'toggleSelect']);
+const emit = defineEmits([
+  'translateArticle',
+  'toggleSelect',
+  'navigatePage',
+  'dragging',
+]);
 
 const { ARTICLE_STATUS_TYPES } = wootConstants;
 
@@ -39,14 +52,14 @@ const route = useRoute();
 const store = useStore();
 const { t } = useI18n();
 
-const localArticles = ref(props.articles);
 const hoveredArticleId = ref(null);
 
 const dragEnabled = computed(() => {
+  const canReorder = props.articles?.length > 1 || props.totalPages > 1;
   return (
     props.isCategoryArticles &&
     !props.isSearching &&
-    localArticles.value?.length > 1 &&
+    canReorder &&
     props.selectedArticleIds.size === 0
   );
 });
@@ -63,6 +76,10 @@ const handleCardHover = (isHovered, id) => {
 
 const getCategoryById = useMapGetter('categories/categoryById');
 
+const getCategory = categoryId => {
+  return getCategoryById.value(categoryId) || { name: '', icon: '' };
+};
+
 const openArticle = id => {
   const { tab, categorySlug, locale } = route.params;
   if (props.isCategoryArticles) {
@@ -83,38 +100,25 @@ const openArticle = id => {
   }
 };
 
-const onReorder = async reorderedGroup => {
+const onReorder = async positionsHash => {
+  const [movedId] = Object.keys(positionsHash);
+  // A same-page reorder updates optimistically in the store, so it needs no
+  // refetch. Only a cross-page drop must refresh, to pull the moved article
+  // onto this page in its new spot.
+  const isCrossPage = !props.articles.some(
+    article => String(article.id) === movedId
+  );
   try {
     await store.dispatch('articles/reorder', {
-      reorderedGroup,
+      reorderedGroup: positionsHash,
       portalSlug: route.params.portalSlug,
     });
+    if (isCrossPage) emit('navigatePage', props.currentPage);
   } catch {
     useAlert(t('HELP_CENTER.REORDER_ARTICLE.API.ERROR_MESSAGE'));
   }
 };
 
-const onDragEnd = () => {
-  // Collect and sort existing positions, falling back to index+1 for null/0 values
-  const sortedArticlePositions = localArticles.value
-    .map((article, index) => article.position || index + 1)
-    .sort((a, b) => a - b);
-
-  const orderedArticles = localArticles.value.map(article => article.id);
-
-  // Create a map of article IDs to their new positions
-  const reorderedGroup = orderedArticles.reduce((obj, key, index) => {
-    obj[key] = sortedArticlePositions[index];
-    return obj;
-  }, {});
-
-  onReorder(reorderedGroup);
-};
-
-const getCategory = categoryId => {
-  return getCategoryById.value(categoryId) || { name: '', icon: '' };
-};
-
 const getStatusMessage = (status, isSuccess) => {
   const messageType = isSuccess ? 'SUCCESS' : 'ERROR';
   const statusMap = {
@@ -184,54 +188,46 @@ const updateArticle = ({ action, value, id }) => {
   const status = action !== 'delete' ? getArticleStatus(value) : null;
   handleArticleAction(action, { status, id });
 };
-
-// Watch for changes in the articles prop and update the localArticles ref
-watch(
-  () => props.articles,
-  newArticles => {
-    localArticles.value = newArticles;
-  },
-  { deep: true }
-);
 </script>
 
 <template>
-  <Draggable
-    v-model="localArticles"
+  <DraggableReorderList
+    :items="articles"
     :disabled="!dragEnabled"
-    item-key="id"
-    tag="ul"
-    ghost-class="article-ghost-class"
-    class="w-full h-full space-y-4"
-    @end="onDragEnd"
+    :current-page="currentPage"
+    :total-pages="totalPages"
+    @reorder="onReorder"
+    @navigate-page="page => emit('navigatePage', page)"
+    @dragging="value => emit('dragging', value)"
   >
-    <template #item="{ element }">
-      <li class="list-none rounded-2xl">
-        <ArticleCard
-          :id="element.id"
-          :key="element.id"
-          :title="element.title"
-          :status="element.status"
-          :author="element.author"
-          :category="getCategory(element.category.id)"
-          :views="element.views || 0"
-          :updated-at="element.updatedAt"
-          :is-selected="selectedArticleIds.has(element.id)"
-          selectable
-          :show-selection-control="shouldShowSelectionControl(element.id)"
-          :class="{ 'cursor-grab': dragEnabled }"
-          @open-article="openArticle"
-          @article-action="updateArticle"
-          @toggle-select="emit('toggleSelect', $event)"
-          @hover="isHovered => handleCardHover(isHovered, element.id)"
-        />
-      </li>
+    <template #item="{ item }">
+      <ArticleCard
+        :id="item.id"
+        :title="item.title"
+        :status="item.status"
+        :author="item.author"
+        :category="getCategory(item.category.id)"
+        :views="item.views || 0"
+        :updated-at="item.updatedAt"
+        :is-selected="selectedArticleIds.has(item.id)"
+        selectable
+        :show-selection-control="shouldShowSelectionControl(item.id)"
+        @open-article="openArticle"
+        @article-action="updateArticle"
+        @toggle-select="emit('toggleSelect', $event)"
+        @hover="isHovered => handleCardHover(isHovered, item.id)"
+      />
     </template>
-  </Draggable>
+    <template #ghost="{ item }">
+      <ArticleCard
+        :id="item.id"
+        :title="item.title"
+        :status="item.status"
+        :author="item.author"
+        :category="getCategory(item.category.id)"
+        :views="item.views || 0"
+        :updated-at="item.updatedAt"
+      />
+    </template>
+  </DraggableReorderList>
 </template>
-
-<style lang="scss" scoped>
-.article-ghost-class {
-  @apply opacity-50 bg-n-solid-1;
-}
-</style>

app/javascript/dashboard/components-next/HelpCenter/Pages/ArticlePage/ArticlesPage.vue

@@ -70,6 +70,7 @@ const isFeatureEnabledonAccount = useMapGetter(
 );
 
 const selectedArticleIds = ref(new Set());
+const isArticleDragging = ref(false);
 const deleteConfirmDialogRef = ref(null);
 const isCategoryMenuOpen = ref(false);
 const searchQuery = ref(route.query.search || '');
@@ -148,6 +149,8 @@ const articlesCount = computed(() => {
   return Number(countMap[tab] || countMap['']);
 });
 
+const totalPages = computed(() => Math.ceil(articlesCount.value / 25) || 1);
+
 const showArticleHeaderControls = computed(
   () => !props.isCategoryArticles && !isSwitchingPortal.value
 );
@@ -343,7 +346,7 @@ watch(
     </template>
     <template #content>
       <div
-        v-if="isLoading"
+        v-if="isLoading && !isArticleDragging"
         class="flex items-center justify-center py-10 text-n-slate-11"
       >
         <Spinner />
@@ -453,9 +456,13 @@ watch(
           :is-category-articles="isCategoryArticles"
           :is-searching="isSearching"
           :selected-article-ids="selectedArticleIds"
+          :current-page="Number(meta.currentPage)"
+          :total-pages="totalPages"
           class="relative z-0"
           @translate-article="handleTranslateArticle"
           @toggle-select="handleToggleSelect"
+          @navigate-page="handlePageChange"
+          @dragging="isArticleDragging = $event"
         />
       </template>
       <ArticleEmptyState

app/javascript/dashboard/components-next/captain/PageLayout.vue

@@ -182,7 +182,8 @@ const handleCreateAssistant = () => {
             </div>
           </div>
 
-          <div class="flex gap-2">
+          <div class="flex items-center gap-2">
+            <slot name="headerActions" />
             <slot name="search" />
             <div
               v-if="!showPaywall && buttonLabel"

app/javascript/dashboard/components-next/captain/pageComponents/assistant/settings/AssistantSystemSettingsForm.vue

@@ -29,7 +29,6 @@ const initialState = {
   handoffMessage: '',
   resolutionMessage: '',
   instructions: '',
-  temperature: 1,
 };
 
 const state = reactive({ ...initialState });
@@ -57,7 +56,6 @@ const updateStateFromAssistant = assistant => {
   state.handoffMessage = config.handoff_message;
   state.resolutionMessage = config.resolution_message;
   state.instructions = config.instructions;
-  state.temperature = config.temperature || 1;
 };
 
 const handleSystemMessagesUpdate = async () => {
@@ -80,7 +78,6 @@ const handleSystemMessagesUpdate = async () => {
       ...props.assistant.config,
       handoff_message: state.handoffMessage,
       resolution_message: state.resolutionMessage,
-      temperature: state.temperature || 1,
     },
   };
 
@@ -131,26 +128,6 @@ watch(
       class="z-0"
     />
 
-    <div class="flex flex-col gap-2">
-      <label class="text-sm font-medium text-n-slate-12">
-        {{ t('CAPTAIN.ASSISTANTS.FORM.TEMPERATURE.LABEL') }}
-      </label>
-      <div class="flex items-center gap-4">
-        <input
-          v-model="state.temperature"
-          type="range"
-          min="0"
-          max="1"
-          step="0.1"
-          class="w-full"
-        />
-        <span class="text-sm text-n-slate-12">{{ state.temperature }}</span>
-      </div>
-      <p class="text-sm text-n-slate-11 italic">
-        {{ t('CAPTAIN.ASSISTANTS.FORM.TEMPERATURE.DESCRIPTION') }}
-      </p>
-    </div>
-
     <div>
       <Button
         :label="t('CAPTAIN.ASSISTANTS.FORM.UPDATE')"

app/javascript/dashboard/components-next/captain/pageComponents/overview/AssistantDrilldownDrawer.vue

@@ -0,0 +1,234 @@
+<script setup>
+import { computed, nextTick, onBeforeUnmount, ref, watch } from 'vue';
+import { useEventListener } from '@vueuse/core';
+import { useI18n } from 'vue-i18n';
+import CaptainAssistant from 'dashboard/api/captain/assistant';
+import { useReportDrilldown } from 'dashboard/routes/dashboard/settings/reports/composables/useReportDrilldown';
+import ReportDrilldownCard from 'dashboard/routes/dashboard/settings/reports/components/ReportDrilldownCard.vue';
+import Button from 'dashboard/components-next/button/Button.vue';
+import Spinner from 'dashboard/components-next/spinner/Spinner.vue';
+import TeleportWithDirection from 'dashboard/components-next/TeleportWithDirection.vue';
+
+const props = defineProps({
+  open: { type: Boolean, default: false },
+  assistantId: { type: [String, Number], default: null },
+  metric: { type: String, default: '' },
+  metricName: { type: String, default: '' },
+  metricValue: { type: String, default: '' },
+  range: { type: String, default: '' },
+});
+
+const emit = defineEmits(['close']);
+
+const { t } = useI18n();
+const drawerRef = ref(null);
+const {
+  records,
+  meta,
+  isFetching,
+  isFetchingMore,
+  hasError,
+  hasRecords,
+  hasMore,
+  open: openDrilldown,
+  close,
+  loadMore,
+} = useReportDrilldown(params => CaptainAssistant.getDrilldown(params));
+
+let previousActiveElement = null;
+
+const isOpen = computed(() => props.open);
+const title = computed(() => props.metricName || '');
+
+const subtitle = computed(() => {
+  if (!meta.value.conversation_count) return '';
+
+  return t('CAPTAIN.OVERVIEW.DRILLDOWN.RESULT_COUNT_CONVERSATION', {
+    count: meta.value.conversation_count,
+  });
+});
+
+const recordKey = record => `${record.conversation?.id}-${record.occurred_at}`;
+
+const restoreFocus = () => {
+  if (previousActiveElement?.isConnected) {
+    previousActiveElement.focus();
+  }
+  previousActiveElement = null;
+};
+
+const closeDrawer = () => {
+  close();
+  emit('close');
+  restoreFocus();
+};
+
+const rememberActiveElement = () => {
+  if (previousActiveElement) return;
+
+  previousActiveElement =
+    document.activeElement instanceof HTMLElement
+      ? document.activeElement
+      : null;
+};
+
+const focusDrawer = () => {
+  nextTick(() => drawerRef.value?.focus());
+};
+
+const fetchDrilldown = () => {
+  if (!props.metric || !props.assistantId) return;
+
+  openDrilldown({
+    assistantId: props.assistantId,
+    metric: props.metric,
+    range: props.range,
+  });
+};
+
+const onKeydown = event => {
+  if (!isOpen.value) return;
+
+  if (event.key === 'Escape') {
+    event.preventDefault();
+    event.stopPropagation();
+    closeDrawer();
+  }
+};
+
+useEventListener(document, 'keydown', onKeydown);
+
+watch(
+  () => props.open,
+  isDrawerOpen => {
+    if (!isDrawerOpen) {
+      close();
+      restoreFocus();
+      return;
+    }
+
+    rememberActiveElement();
+    fetchDrilldown();
+    focusDrawer();
+  },
+  { immediate: true }
+);
+
+watch(
+  () => [props.metric, props.range],
+  () => {
+    if (props.open) fetchDrilldown();
+  }
+);
+
+// The drawer's headline value is a snapshot of the previous assistant's card,
+// so switching assistants (e.g. browser Back/Forward) closes it instead of
+// refetching records that would no longer match the header.
+watch(
+  () => props.assistantId,
+  () => {
+    if (props.open) closeDrawer();
+  }
+);
+
+onBeforeUnmount(() => {
+  restoreFocus();
+});
+</script>
+
+<template>
+  <TeleportWithDirection to="body">
+    <Transition name="report-drilldown-fade">
+      <div
+        v-if="isOpen"
+        class="fixed inset-0 z-50 bg-black/30"
+        role="presentation"
+        @click.self="closeDrawer"
+      >
+        <aside
+          ref="drawerRef"
+          class="fixed inset-y-0 end-0 flex w-full max-w-xl flex-col bg-n-solid-1 shadow-xl outline outline-1 outline-n-container"
+          role="dialog"
+          aria-modal="true"
+          :aria-label="title"
+          tabindex="-1"
+        >
+          <header
+            class="flex items-start justify-between gap-4 border-b border-n-weak px-6 py-5"
+          >
+            <div class="min-w-0">
+              <h2 class="truncate text-base font-medium text-n-slate-12">
+                {{ title }}
+              </h2>
+              <p
+                v-if="metricValue"
+                class="mt-1 text-xl font-semibold text-n-slate-12"
+              >
+                {{ metricValue }}
+              </p>
+              <div
+                class="text-sm text-n-slate-11"
+                :class="{
+                  'mt-2': metricValue,
+                  'mt-1': !metricValue,
+                }"
+              >
+                {{ subtitle }}
+              </div>
+            </div>
+            <Button
+              ghost
+              slate
+              size="sm"
+              icon="i-ph-x"
+              :aria-label="$t('CAPTAIN.OVERVIEW.DRILLDOWN.CLOSE')"
+              @click="closeDrawer"
+            />
+          </header>
+
+          <div class="min-h-0 flex-1 overflow-y-auto px-5 py-3">
+            <div
+              v-if="isFetching"
+              class="flex h-40 items-center justify-center"
+            >
+              <Spinner />
+            </div>
+
+            <div
+              v-else-if="hasError"
+              class="flex h-40 items-center justify-center text-sm text-n-ruby-11"
+            >
+              {{ $t('CAPTAIN.OVERVIEW.DRILLDOWN.ERROR') }}
+            </div>
+
+            <div
+              v-else-if="!hasRecords"
+              class="flex h-40 items-center justify-center text-sm text-n-slate-10"
+            >
+              {{ $t('CAPTAIN.OVERVIEW.DRILLDOWN.EMPTY') }}
+            </div>
+
+            <div v-else class="flex flex-col gap-2">
+              <ReportDrilldownCard
+                v-for="record in records"
+                :key="recordKey(record)"
+                :record="record"
+              />
+
+              <Button
+                v-if="hasMore"
+                faded
+                slate
+                size="sm"
+                class="mx-auto mt-2"
+                :label="$t('CAPTAIN.OVERVIEW.DRILLDOWN.LOAD_MORE')"
+                :is-loading="isFetchingMore"
+                @click="loadMore"
+              />
+            </div>
+          </div>
+        </aside>
+      </div>
+    </Transition>
+  </TeleportWithDirection>
+</template>

app/javascript/dashboard/components-next/captain/pageComponents/overview/CoverageBanner.vue

@@ -0,0 +1,96 @@
+<script setup>
+import { computed, ref, watch } from 'vue';
+import { useRoute, useRouter } from 'vue-router';
+import { LocalStorage } from 'shared/helpers/localStorage';
+
+const props = defineProps({
+  knowledge: {
+    type: Object,
+    default: () => ({ approved: 0, pending: 0, documents: 0, coverage: 0 }),
+  },
+});
+
+const route = useRoute();
+const router = useRouter();
+
+// Dismissal is remembered per assistant for 24 hours (setFlag's default expiry).
+const DISMISS_STORE = 'captain_overview_coverage_banner';
+
+const accountId = computed(() => route.params.accountId);
+const assistantId = computed(() => route.params.assistantId);
+
+// Re-read the stored flag whenever the assistant changes, otherwise the banner
+// would keep the first assistant's dismissed state after switching.
+const dismissed = ref(false);
+
+watch(
+  [accountId, assistantId],
+  ([account, assistant]) => {
+    dismissed.value = LocalStorage.getFlag(DISMISS_STORE, account, assistant);
+  },
+  { immediate: true }
+);
+
+// Thin coverage paired with a large review backlog: approving the pending FAQs
+// is the quickest lever to lift auto-resolution, so nudge the team to act.
+const COVERAGE_THRESHOLD = 85;
+const PENDING_THRESHOLD = 100;
+
+const showBanner = computed(
+  () =>
+    !dismissed.value &&
+    (props.knowledge?.coverage ?? 0) < COVERAGE_THRESHOLD &&
+    (props.knowledge?.pending ?? 0) > PENDING_THRESHOLD
+);
+
+const dismiss = () => {
+  LocalStorage.setFlag(DISMISS_STORE, accountId.value, assistantId.value);
+  dismissed.value = true;
+};
+
+const goToPending = () => {
+  router.push({
+    name: 'captain_assistants_responses_pending',
+    params: {
+      accountId: route.params.accountId,
+      assistantId: route.params.assistantId,
+    },
+  });
+};
+</script>
+
+<template>
+  <div
+    v-if="showBanner"
+    class="flex items-center justify-between gap-3 px-3 py-2 text-sm border rounded-xl bg-n-amber-3 border-n-amber-4 text-n-amber-11"
+  >
+    <div class="flex items-center gap-2 min-w-0">
+      <span class="shrink-0 i-lucide-triangle-alert size-4" />
+      <span class="truncate">
+        {{
+          $t('CAPTAIN.OVERVIEW.COVERAGE_BANNER.TEXT', {
+            count: knowledge.pending,
+            coverage: knowledge.coverage,
+          })
+        }}
+      </span>
+    </div>
+    <div class="flex items-center gap-1 shrink-0">
+      <button
+        type="button"
+        class="px-3 py-1 rounded-lg bg-n-amber-4 hover:bg-n-amber-5"
+        @click="goToPending"
+      >
+        {{ $t('CAPTAIN.OVERVIEW.COVERAGE_BANNER.ACTION') }}
+      </button>
+      <button
+        type="button"
+        class="grid rounded-lg size-7 place-content-center hover:bg-n-amber-4"
+        :aria-label="$t('CAPTAIN.OVERVIEW.COVERAGE_BANNER.DISMISS')"
+        @click="dismiss"
+      >
+        <span class="i-lucide-x size-4" />
+      </button>
+    </div>
+  </div>
+</template>

app/javascript/dashboard/components-next/captain/pageComponents/overview/InboxBanner.vue

@@ -0,0 +1,73 @@
+<script setup>
+import { computed, ref, watch } from 'vue';
+import { useRoute, useRouter } from 'vue-router';
+import { useStore, useMapGetter } from 'dashboard/composables/store';
+
+const route = useRoute();
+const router = useRouter();
+const store = useStore();
+
+const dismissed = ref(false);
+
+const assistantId = computed(() => route.params.assistantId);
+const inboxes = useMapGetter('captainInboxes/getRecords');
+const uiFlags = useMapGetter('captainInboxes/getUIFlags');
+
+// Only surface once we know the assistant has no connected inboxes.
+const showBanner = computed(
+  () =>
+    !dismissed.value &&
+    !uiFlags.value.fetchingList &&
+    inboxes.value.length === 0
+);
+
+watch(
+  assistantId,
+  id => {
+    dismissed.value = false;
+    if (id) store.dispatch('captainInboxes/get', { assistantId: id });
+  },
+  { immediate: true }
+);
+
+const goToInboxes = () => {
+  router.push({
+    name: 'captain_assistants_inboxes_index',
+    params: {
+      accountId: route.params.accountId,
+      assistantId: assistantId.value,
+    },
+  });
+};
+</script>
+
+<template>
+  <div
+    v-if="showBanner"
+    class="flex items-center justify-between gap-3 px-3 py-2 text-sm border rounded-xl bg-n-amber-3 border-n-amber-4 text-n-amber-11"
+  >
+    <div class="flex items-center gap-2 min-w-0">
+      <span class="shrink-0 i-lucide-triangle-alert size-4" />
+      <span class="truncate">
+        {{ $t('CAPTAIN.OVERVIEW.INBOX_BANNER.TEXT') }}
+      </span>
+    </div>
+    <div class="flex items-center gap-1 shrink-0">
+      <button
+        type="button"
+        class="px-3 py-1 rounded-lg bg-n-amber-4 hover:bg-n-amber-5"
+        @click="goToInboxes"
+      >
+        {{ $t('CAPTAIN.OVERVIEW.INBOX_BANNER.ACTION') }}
+      </button>
+      <button
+        type="button"
+        class="grid rounded-lg size-7 place-content-center hover:bg-n-amber-4"
+        :aria-label="$t('CAPTAIN.OVERVIEW.INBOX_BANNER.DISMISS')"
+        @click="dismissed = true"
+      >
+        <span class="i-lucide-x size-4" />
+      </button>
+    </div>
+  </div>
+</template>

app/javascript/dashboard/components-next/captain/pageComponents/overview/KnowledgeCard.vue

@@ -0,0 +1,87 @@
+<script setup>
+import { computed } from 'vue';
+import { useRoute } from 'vue-router';
+import { useI18n } from 'vue-i18n';
+
+const props = defineProps({
+  knowledge: {
+    type: Object,
+    default: () => ({ approved: 0, pending: 0, documents: 0, coverage: 0 }),
+  },
+});
+
+const { t } = useI18n();
+const route = useRoute();
+
+const approvedPct = computed(() => props.knowledge.coverage ?? 0);
+
+const linkTo = routeName => ({
+  name: routeName,
+  params: {
+    accountId: route.params.accountId,
+    assistantId: route.params.assistantId,
+  },
+});
+
+const stats = computed(() => [
+  {
+    key: 'approved',
+    value: props.knowledge.approved,
+    label: t('CAPTAIN.OVERVIEW.KNOWLEDGE.APPROVED'),
+    to: linkTo('captain_assistants_responses_index'),
+  },
+  {
+    key: 'pending',
+    value: props.knowledge.pending,
+    label: t('CAPTAIN.OVERVIEW.KNOWLEDGE.PENDING'),
+    to: linkTo('captain_assistants_responses_pending'),
+  },
+  {
+    key: 'documents',
+    value: props.knowledge.documents,
+    label: t('CAPTAIN.OVERVIEW.KNOWLEDGE.DOCUMENTS'),
+    to: linkTo('captain_assistants_documents_index'),
+  },
+]);
+</script>
+
+<template>
+  <div
+    class="flex flex-col gap-4 p-5 border rounded-xl bg-n-solid-1 border-n-weak"
+  >
+    <div class="flex items-center justify-between">
+      <span class="text-sm font-medium text-n-slate-12">
+        {{ $t('CAPTAIN.OVERVIEW.KNOWLEDGE.TITLE') }}
+      </span>
+      <span class="text-sm tabular-nums text-n-slate-11">
+        {{ $t('CAPTAIN.OVERVIEW.KNOWLEDGE.COVERAGE', { pct: approvedPct }) }}
+      </span>
+    </div>
+    <div class="w-full h-2 overflow-hidden rounded-full bg-n-alpha-2">
+      <div
+        class="h-full rounded-full bg-n-brand"
+        :style="{ width: `${approvedPct}%` }"
+      />
+    </div>
+    <div class="grid grid-cols-3 gap-3">
+      <RouterLink
+        v-for="stat in stats"
+        :key="stat.key"
+        :to="stat.to"
+        class="flex flex-col gap-1 group/stat"
+      >
+        <span class="text-xl font-semibold tabular-nums text-n-slate-12">
+          {{ stat.value }}
+        </span>
+        <span
+          class="inline-flex items-center gap-1 text-xs transition-colors text-n-slate-11 group-hover/stat:text-n-slate-12"
+        >
+          {{ stat.label }}
+          <span
+            class="transition-opacity opacity-0 i-lucide-arrow-up-right size-3 group-hover/stat:opacity-100"
+          />
+        </span>
+      </RouterLink>
+    </div>
+  </div>
+</template>

app/javascript/dashboard/components-next/captain/pageComponents/overview/MetricCard.vue

@@ -0,0 +1,59 @@
+<script setup>
+import { computed } from 'vue';
+
+const props = defineProps({
+  label: { type: String, required: true },
+  value: { type: String, required: true },
+  trend: { type: String, default: '' },
+  hint: { type: String, default: '' },
+  // null = neutral, true = good direction, false = bad direction
+  trendGood: { type: Boolean, default: null },
+  clickable: { type: Boolean, default: false },
+});
+
+const emit = defineEmits(['click']);
+
+const trendClass = computed(() => {
+  if (props.trendGood === null) return 'text-n-slate-11';
+  return props.trendGood ? 'text-n-teal-11' : 'text-n-ruby-11';
+});
+
+const onActivate = () => {
+  if (props.clickable) emit('click');
+};
+</script>
+
+<template>
+  <div
+    class="flex flex-col gap-3 p-5 group bg-n-solid-1"
+    :class="
+      clickable
+        ? 'cursor-pointer transition-colors hover:bg-n-slate-2/50 focus-visible:outline focus-visible:outline-2 focus-visible:outline-n-brand'
+        : ''
+    "
+    :role="clickable ? 'button' : undefined"
+    :tabindex="clickable ? 0 : undefined"
+    @click="onActivate"
+    @keydown.enter.self.prevent="onActivate"
+    @keydown.space.self.prevent="onActivate"
+  >
+    <div class="flex items-center gap-1.5">
+      <span class="text-sm font-medium text-n-slate-11">{{ label }}</span>
+      <span
+        v-if="hint"
+        v-tooltip="hint"
+        class="transition-opacity opacity-0 cursor-help i-lucide-info size-3.5 text-n-slate-10 group-hover:opacity-100"
+      />
+    </div>
+    <div class="flex items-end justify-between gap-2">
+      <span
+        class="text-3xl font-semibold tracking-tight tabular-nums text-n-slate-12"
+      >
+        {{ value }}
+      </span>
+      <span class="text-sm font-medium tabular-nums" :class="trendClass">
+        {{ trend }}
+      </span>
+    </div>
+  </div>
+</template>

app/javascript/dashboard/components-next/captain/pageComponents/overview/QuickLinks.vue

@@ -0,0 +1,81 @@
+<script setup>
+import { computed } from 'vue';
+import { useRoute, RouterLink } from 'vue-router';
+import { useI18n } from 'vue-i18n';
+import { useAccount } from 'dashboard/composables/useAccount';
+import { getHelpUrlForFeature } from 'dashboard/helper/featureHelper';
+
+const { t } = useI18n();
+const route = useRoute();
+const { isOnChatwootCloud } = useAccount();
+
+const assistantParams = computed(() => ({
+  accountId: route.params.accountId,
+  assistantId: route.params.assistantId,
+}));
+
+const links = computed(() => [
+  {
+    key: 'docs',
+    title: t('CAPTAIN.OVERVIEW.LINKS.DOCS.TITLE'),
+    description: t('CAPTAIN.OVERVIEW.LINKS.DOCS.DESCRIPTION'),
+    icon: 'i-lucide-book-open',
+    href: getHelpUrlForFeature('captain'),
+  },
+  {
+    key: 'playground',
+    title: t('CAPTAIN.OVERVIEW.LINKS.PLAYGROUND.TITLE'),
+    description: t('CAPTAIN.OVERVIEW.LINKS.PLAYGROUND.DESCRIPTION'),
+    icon: 'i-lucide-flask-conical',
+    to: {
+      name: 'captain_assistants_playground_index',
+      params: assistantParams.value,
+    },
+  },
+  {
+    key: 'billing',
+    title: t('CAPTAIN.OVERVIEW.LINKS.BILLING.TITLE'),
+    description: t('CAPTAIN.OVERVIEW.LINKS.BILLING.DESCRIPTION'),
+    icon: 'i-lucide-credit-card',
+    to: {
+      name: 'billing_settings_index',
+      params: { accountId: route.params.accountId },
+    },
+  },
+]);
+</script>
+
+<template>
+  <div v-if="isOnChatwootCloud" class="grid grid-cols-1 gap-4 sm:grid-cols-3">
+    <component
+      :is="link.href ? 'a' : RouterLink"
+      v-for="link in links"
+      :key="link.key"
+      :href="link.href"
+      :to="link.to"
+      :target="link.href ? '_blank' : undefined"
+      :rel="link.href ? 'noopener noreferrer' : undefined"
+      class="flex items-center gap-3 p-4 transition-colors border rounded-xl bg-n-solid-1 border-n-weak hover:bg-n-alpha-1 group/link"
+    >
+      <span
+        class="grid rounded-lg size-9 shrink-0 place-content-center bg-n-alpha-2 text-n-slate-11"
+      >
+        <span :class="link.icon" class="size-4" />
+      </span>
+      <div class="flex flex-col min-w-0">
+        <span class="text-sm font-medium text-n-slate-12">
+          {{ link.title }}
+        </span>
+        <span class="text-xs truncate text-n-slate-11">
+          {{ link.description }}
+        </span>
+      </div>
+      <span
+        :class="
+          link.href ? 'i-lucide-arrow-up-right' : 'i-lucide-chevron-right'
+        "
+        class="ml-auto transition-opacity opacity-0 size-4 text-n-slate-10 group-hover/link:opacity-100"
+      />
+    </component>
+  </div>
+</template>

app/javascript/dashboard/components-next/captain/pageComponents/overview/RangeSelector.vue

@@ -0,0 +1,78 @@
+<script setup>
+import { computed } from 'vue';
+import { useToggle } from '@vueuse/core';
+import { useI18n } from 'vue-i18n';
+import { vOnClickOutside } from '@vueuse/components';
+import Button from 'dashboard/components-next/button/Button.vue';
+import DropdownMenu from 'dashboard/components-next/dropdown-menu/DropdownMenu.vue';
+
+const modelValue = defineModel({ type: String, default: '30' });
+
+const { t } = useI18n();
+const [showDropdown, toggleDropdown] = useToggle();
+
+const DAY_RANGES = ['7', '30', '90'];
+
+const decorate = item => ({
+  ...item,
+  action: 'select',
+  isSelected: item.value === modelValue.value,
+});
+
+const menuSections = computed(() => {
+  const dayItems = DAY_RANGES.map(value =>
+    decorate({
+      value,
+      label: t('CAPTAIN.OVERVIEW.RANGES.LAST_DAYS', { count: value }),
+    })
+  );
+  const monthItems = [
+    decorate({
+      value: 'this_month',
+      label: t('CAPTAIN.OVERVIEW.RANGES.THIS_MONTH'),
+    }),
+    decorate({
+      value: 'last_month',
+      label: t('CAPTAIN.OVERVIEW.RANGES.LAST_MONTH'),
+    }),
+  ];
+  return [{ items: dayItems }, { items: monthItems }];
+});
+
+const menuItems = computed(() =>
+  menuSections.value.flatMap(section => section.items)
+);
+
+const selectedLabel = computed(
+  () => menuItems.value.find(item => item.isSelected)?.label || ''
+);
+
+const handleAction = ({ value }) => {
+  toggleDropdown(false);
+  modelValue.value = value;
+};
+</script>
+
+<template>
+  <div
+    v-on-click-outside="() => toggleDropdown(false)"
+    class="relative flex items-center group"
+  >
+    <Button
+      sm
+      slate
+      faded
+      trailing-icon
+      icon="i-lucide-chevron-down"
+      :label="selectedLabel"
+      class="rounded-md group-hover:bg-n-alpha-2"
+      @click="toggleDropdown()"
+    />
+    <DropdownMenu
+      v-if="showDropdown"
+      :menu-sections="menuSections"
+      class="mt-1 ltr:right-0 rtl:left-0 top-full"
+      @action="handleAction($event)"
+    />
+  </div>
+</template>

app/javascript/dashboard/components-next/captain/pageComponents/overview/WelcomeCard.vue

@@ -0,0 +1,75 @@
+<script setup>
+import { computed, ref, watch } from 'vue';
+import { useRoute } from 'vue-router';
+import CaptainAssistant from 'dashboard/api/captain/assistant';
+import MessageFormatter from 'shared/helpers/MessageFormatter.js';
+
+const props = defineProps({
+  range: {
+    type: String,
+    default: '30',
+  },
+});
+
+const route = useRoute();
+const assistantId = computed(() => route.params.assistantId);
+
+// Markdown summary generated by the model from the assistant's stats (served by
+// the captain/assistants/:id/summary endpoint). Numbers are emphasised with
+// **bold** so we can highlight them (see prose-strong styling below).
+const welcomeMarkdown = ref('');
+const isLoading = ref(false);
+
+const fetchSummary = async () => {
+  isLoading.value = true;
+  try {
+    const { data } = await CaptainAssistant.getSummary({
+      assistantId: assistantId.value,
+      range: props.range,
+    });
+    welcomeMarkdown.value = data.message ?? '';
+  } catch {
+    welcomeMarkdown.value = '';
+  } finally {
+    isLoading.value = false;
+  }
+};
+
+watch([() => props.range, assistantId], fetchSummary, { immediate: true });
+
+// Render through the shared markdown formatter (html disabled, so it is safe)
+// used everywhere else for Captain output, instead of a bespoke parser. It
+// handles paragraphs, line breaks, links, lists and emphasis consistently.
+const formattedSummary = computed(
+  () => new MessageFormatter(welcomeMarkdown.value).formattedMessage
+);
+</script>
+
+<!-- eslint-disable-next-line vue/no-root-v-if -->
+<template>
+  <div v-if="isLoading || welcomeMarkdown" class="flex flex-col gap-3">
+    <div class="flex items-center gap-1.5 text-n-slate-10">
+      <span class="i-lucide-sparkles size-3.5" />
+      <span class="text-xs">
+        {{ $t('CAPTAIN.OVERVIEW.WELCOME.LABEL') }}
+      </span>
+    </div>
+    <div
+      v-if="isLoading"
+      class="flex flex-col gap-5"
+      :aria-label="$t('CAPTAIN.OVERVIEW.WELCOME.LOADING')"
+    >
+      <div class="flex flex-col gap-2.5">
+        <div class="w-full h-5 rounded bg-n-slate-3 animate-pulse" />
+        <div class="w-11/12 h-5 rounded bg-n-slate-3 animate-pulse" />
+        <div class="w-4/6 h-5 rounded bg-n-slate-3 animate-pulse" />
+      </div>
+      <div class="w-5/6 h-5 rounded bg-n-slate-3 animate-pulse" />
+    </div>
+    <div
+      v-else
+      v-dompurify-html="formattedSummary"
+      class="max-w-none prose prose-p:text-lg prose-p:leading-relaxed prose-p:mt-0 prose-p:mb-3 last:prose-p:mb-0 prose-strong:font-bold prose-strong:tabular-nums prose-strong:text-n-brand text-n-slate-12"
+    />
+  </div>
+</template>

app/javascript/dashboard/components-next/captain/pageComponents/switcher/AssistantSwitcher.vue

@@ -65,7 +65,7 @@ const handleAssistantChange = async assistant => {
 
   const currentRouteName = route.name;
   const targetRouteName =
-    currentRouteName || 'captain_assistants_responses_index';
+    currentRouteName || 'captain_assistants_overview_index';
 
   await fetchDataForRoute(targetRouteName, assistant.id);
 

app/javascript/dashboard/components-next/sidebar/Sidebar.vue

@@ -75,6 +75,16 @@ const hasConversationUnreadCounts = computed(() => {
   );
 });
 
+const hasFilteredUnreadCounts = computed(() => {
+  return (
+    hasConversationUnreadCounts.value &&
+    isFeatureEnabledonAccount.value(
+      accountId.value,
+      FEATURE_FLAGS.UNREAD_COUNT_FOR_FILTERS
+    )
+  );
+});
+
 const fetchConversationUnreadCounts = ([currentAccountId, isEnabled]) => {
   if (!currentAccountId) return;
 
@@ -199,6 +209,18 @@ const getLabelUnreadCount = useMapGetter(
 const getTeamUnreadCount = useMapGetter(
   'conversationUnreadCounts/getTeamUnreadCount'
 );
+const mentionsUnreadCount = useMapGetter(
+  'conversationUnreadCounts/getMentionsUnreadCount'
+);
+const participatingUnreadCount = useMapGetter(
+  'conversationUnreadCounts/getParticipatingUnreadCount'
+);
+const unattendedUnreadCount = useMapGetter(
+  'conversationUnreadCounts/getUnattendedUnreadCount'
+);
+const getFolderUnreadCount = useMapGetter(
+  'conversationUnreadCounts/getFolderUnreadCount'
+);
 const teams = useMapGetter('teams/getMyTeams');
 const contactCustomViews = useMapGetter('customViews/getContactCustomViews');
 const conversationCustomViews = useMapGetter(
@@ -226,14 +248,22 @@ watch([accountId, currentUserId], fetchSidebarSortPreferences, {
   immediate: true,
 });
 
+const hasUnreadCountsForSection = section => {
+  if (section === SIDEBAR_SORT_SECTIONS.FOLDERS) {
+    return hasFilteredUnreadCounts.value;
+  }
+
+  return hasConversationUnreadCounts.value;
+};
+
 const getSortOptionsForSection = section =>
   getSidebarSortOptions(section, {
-    hasUnreadCounts: hasConversationUnreadCounts.value,
+    hasUnreadCounts: hasUnreadCountsForSection(section),
   });
 
 const getSortForSection = section =>
   resolveSidebarSort(section, getSidebarSectionSort.value(section), {
-    hasUnreadCounts: hasConversationUnreadCounts.value,
+    hasUnreadCounts: hasUnreadCountsForSection(section),
   });
 
 const updateSortPreference = (section, sortBy) => {
@@ -253,6 +283,7 @@ const sortedFolders = computed(() =>
   sortSidebarItems(conversationCustomViews.value, {
     sortBy: getSortForSection(SIDEBAR_SORT_SECTIONS.FOLDERS),
     labelKey: view => view.name,
+    unreadCountKey: view => getFolderUnreadCount.value(view.id),
   })
 );
 
@@ -342,6 +373,9 @@ const menuItems = computed(() => {
           name: 'Mentions',
           label: t('SIDEBAR.MENTIONED_CONVERSATIONS'),
           icon: 'i-lucide-at-sign',
+          badgeCount: hasFilteredUnreadCounts.value
+            ? mentionsUnreadCount.value
+            : 0,
           activeOn: ['conversation_through_mentions'],
           to: accountScopedRoute('conversation_mentions'),
         },
@@ -349,6 +383,9 @@ const menuItems = computed(() => {
           name: 'Participating',
           label: t('SIDEBAR.PARTICIPATING_CONVERSATIONS'),
           icon: 'i-lucide-user-round-check',
+          badgeCount: hasFilteredUnreadCounts.value
+            ? participatingUnreadCount.value
+            : 0,
           activeOn: ['conversation_through_participating'],
           to: accountScopedRoute('conversation_participating'),
         },
@@ -357,6 +394,9 @@ const menuItems = computed(() => {
           activeOn: ['conversation_through_unattended'],
           label: t('SIDEBAR.UNATTENDED_CONVERSATIONS'),
           icon: 'i-lucide-clock-alert',
+          badgeCount: hasFilteredUnreadCounts.value
+            ? unattendedUnreadCount.value
+            : 0,
           to: accountScopedRoute('conversation_unattended'),
         },
         {
@@ -370,6 +410,9 @@ const menuItems = computed(() => {
           children: sortedFolders.value.map(view => ({
             name: `${view.name}-${view.id}`,
             label: view.name,
+            badgeCount: hasFilteredUnreadCounts.value
+              ? getFolderUnreadCount.value(view.id)
+              : 0,
             to: accountScopedRoute('folder_conversations', { id: view.id }),
           })),
         },
@@ -440,6 +483,14 @@ const menuItems = computed(() => {
       label: t('SIDEBAR.CAPTAIN'),
       activeOn: ['captain_assistants_create_index'],
       children: [
+        {
+          name: 'Overview',
+          label: t('SIDEBAR.CAPTAIN_OVERVIEW'),
+          activeOn: ['captain_assistants_overview_index'],
+          to: accountScopedRoute('captain_assistants_index', {
+            navigationPath: 'captain_assistants_overview_index',
+          }),
+        },
         {
           name: 'FAQs',
           label: t('SIDEBAR.CAPTAIN_RESPONSES'),

app/javascript/dashboard/components/Modal.vue

@@ -123,6 +123,10 @@ onMounted(() => {
       a {
         @apply p-4;
       }
+
+      .ProseMirror a {
+        @apply p-0;
+      }
     }
   }
 }

app/javascript/dashboard/components/widgets/ChannelItem.vue

@@ -1,6 +1,7 @@
 <script setup>
 import { computed } from 'vue';
 import ChannelSelector from '../ChannelSelector.vue';
+import { IS_INSTAGRAM_WHATSAPP_INBOX_CREATION_DISABLED } from 'dashboard/constants/globals';
 
 const props = defineProps({
   channel: {
@@ -20,7 +21,10 @@ const hasFbConfigured = computed(() => {
 });
 
 const hasInstagramConfigured = computed(() => {
-  return window.chatwootConfig?.instagramAppId;
+  return (
+    !IS_INSTAGRAM_WHATSAPP_INBOX_CREATION_DISABLED &&
+    window.chatwootConfig?.instagramAppId
+  );
 });
 
 const hasTiktokConfigured = computed(() => {
@@ -58,6 +62,7 @@ const isActive = computed(() => {
 
   if (key === 'whatsapp_call') {
     return (
+      !IS_INSTAGRAM_WHATSAPP_INBOX_CREATION_DISABLED &&
       props.enabledFeatures.channel_voice &&
       !!window.chatwootConfig?.whatsappAppId &&
       window.chatwootConfig.whatsappAppId !== 'none'

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

@@ -62,7 +62,10 @@ export default {
       immediate: true,
       handler(inboxId) {
         if (inboxId) {
-          this.$store.dispatch('inboxAssignableAgents/fetch', [inboxId]);
+          this.$store.dispatch('inboxAssignableAgents/fetch', {
+            inboxIds: [inboxId],
+            includeAgentBots: true,
+          });
         }
       },
     },

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

@@ -2,6 +2,7 @@
 import { computed, ref, watch } from 'vue';
 import { getLastMessage } from 'dashboard/helper/conversationHelper';
 import Avatar from 'next/avatar/Avatar.vue';
+import Icon from 'dashboard/components-next/icon/Icon.vue';
 import MessagePreview from './MessagePreview.vue';
 import InboxName from '../InboxName.vue';
 import TimeAgo from 'dashboard/components/ui/TimeAgo.vue';
@@ -57,7 +58,13 @@ const showMetaSection = computed(() => {
   );
 });
 
-const hasSlaPolicyId = computed(() => props.chat?.sla_policy_id);
+const isAgentBotAssignee = computed(
+  () => props.chat?.meta?.assignee_type === 'AgentBot'
+);
+
+const hasSlaPolicyId = computed(
+  () => props.chat?.applied_sla?.id && !props.currentContact?.blocked
+);
 
 const showLabelsSection = computed(() => {
   return props.chat.labels?.length > 0 || hasSlaPolicyId.value;
@@ -157,10 +164,15 @@ watch(
         >
           <span
             v-if="showAssignee && assignee.name"
-            class="text-n-slate-11 text-xs font-medium leading-3 py-0.5 px-0 inline-flex items-center truncate"
+            class="text-n-slate-11 text-xs font-medium leading-3 py-0.5 px-0 inline-flex items-center gap-px truncate"
           >
-            <fluent-icon icon="person" size="12" class="text-n-slate-11" />
-            {{ assignee.name }}
+            <Icon
+              :icon="
+                isAgentBotAssignee ? 'i-lucide-bot' : 'i-lucide-user-round'
+              "
+              class="size-3 text-n-slate-11 flex-shrink-0"
+            />
+            <span class="truncate">{{ assignee.name }}</span>
           </span>
           <CardPriorityIcon
             :priority="chat.priority"

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

@@ -93,7 +93,9 @@ const hasMultipleInboxes = computed(
   () => store.getters['inboxes/getInboxes'].length > 1
 );
 
-const hasSlaPolicyId = computed(() => props.chat?.sla_policy_id);
+const hasSlaPolicyId = computed(
+  () => props.chat?.applied_sla?.id && !currentContact.value?.blocked
+);
 
 const copyConversationId = async () => {
   try {

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

@@ -123,7 +123,13 @@ export default {
               $t('EMAIL_TRANSCRIPT.FORM.SEND_TO_CONTACT')
             }}</label>
           </div>
-          <div v-if="currentChat.meta.assignee" class="flex items-center gap-2">
+          <div
+            v-if="
+              currentChat.meta.assignee &&
+              currentChat.meta.assignee_type !== 'AgentBot'
+            "
+            class="flex items-center gap-2"
+          >
             <input
               id="assignee"
               v-model="selectedType"

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

@@ -1,7 +1,7 @@
 <script setup>
 import { ref, computed, onMounted, onUnmounted, watch } from 'vue';
 import { useI18n } from 'vue-i18n';
-import { evaluateSLAStatus } from '@chatwoot/utils';
+import { evaluateSLAStatus } from 'dashboard/helper/slaHelper';
 import SLAPopoverCard from './SLAPopoverCard.vue';
 
 const props = defineProps({
@@ -61,6 +61,7 @@ const updateSlaStatus = () => {
   slaStatus.value = evaluateSLAStatus({
     appliedSla: appliedSLA.value,
     chat: props.chat,
+    slaEvents: slaEvents.value || [],
   });
 };
 

app/javascript/dashboard/components/widgets/conversation/contextMenu/menuItem.vue

@@ -33,10 +33,19 @@ defineProps({
       v-if="variant === 'agent'"
       :name="option.label"
       :src="option.thumbnail"
+      :icon-name="option.iconName"
       :status="option.status === 'online' ? option.status : null"
       :size="20"
       class="flex-shrink-0"
-    />
+    >
+      <template v-if="option.iconName && option.thumbnail" #badge>
+        <div
+          class="absolute z-20 flex items-center justify-center rounded-full outline outline-1 outline-n-weak bg-n-solid-1 -bottom-0.5 ltr:-right-0.5 rtl:-left-0.5 size-3"
+        >
+          <Icon icon="i-lucide-bot" class="text-n-slate-11 size-2" />
+        </div>
+      </template>
+    </Avatar>
     <p class="menu-label truncate min-w-0 flex-1">
       {{ option.label }}
     </p>

app/javascript/dashboard/components/widgets/conversation/specs/ConversationCard.spec.js

@@ -0,0 +1,60 @@
+import { shallowMount } from '@vue/test-utils';
+import ConversationCard from '../ConversationCard.vue';
+
+const defaultChat = {
+  id: 1,
+  labels: [],
+  messages: [],
+  priority: null,
+  unread_count: 0,
+  timestamp: 1700000000,
+  created_at: 1700000000,
+};
+
+const mountComponent = (chat, currentContact = {}) =>
+  shallowMount(ConversationCard, {
+    props: {
+      chat: { ...defaultChat, ...chat },
+      currentContact: {
+        name: 'Jane Doe',
+        thumbnail: '',
+        availability_status: 'offline',
+        ...currentContact,
+      },
+      inbox: { id: 1 },
+    },
+    global: {
+      stubs: {
+        'fluent-icon': true,
+      },
+    },
+  });
+
+describe('ConversationCard', () => {
+  it('does not reserve the labels row when only a persisted SLA policy id is present', () => {
+    const wrapper = mountComponent({ sla_policy_id: 1, applied_sla: null });
+
+    expect(wrapper.findComponent({ name: 'CardLabels' }).exists()).toBe(false);
+  });
+
+  it('shows the labels row when an active applied SLA is present', () => {
+    const wrapper = mountComponent({
+      sla_policy_id: 1,
+      applied_sla: { id: 1 },
+    });
+
+    expect(wrapper.findComponent({ name: 'CardLabels' }).exists()).toBe(true);
+  });
+
+  it('does not reserve the labels row when the contact is blocked', () => {
+    const wrapper = mountComponent(
+      {
+        sla_policy_id: 1,
+        applied_sla: { id: 1 },
+      },
+      { blocked: true }
+    );
+
+    expect(wrapper.findComponent({ name: 'CardLabels' }).exists()).toBe(false);
+  });
+});

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

@@ -26,11 +26,12 @@ const mockNoneAgent = {
 };
 
 const mockUseMapGetter = (overrides = {}) => {
+  const getAssignableAgents = vi.fn(() => allAgentsData);
   const defaultGetters = {
     getCurrentUser: ref(allAgentsData[0]),
     getSelectedChat: ref({ inbox_id: 1, meta: { assignee: true } }),
     getCurrentAccountId: ref(1),
-    'inboxAssignableAgents/getAssignableAgents': ref(() => allAgentsData),
+    'inboxAssignableAgents/getAssignableAgents': ref(getAssignableAgents),
   };
 
   const mergedGetters = { ...defaultGetters, ...overrides };
@@ -53,6 +54,24 @@ describe('useAgentsList', () => {
     const { agentsList, assignableAgents } = useAgentsList();
 
     expect(assignableAgents.value).toEqual(allAgentsData);
+    expect(
+      useMapGetter('inboxAssignableAgents/getAssignableAgents').value
+    ).toHaveBeenCalledWith(1, { includeAgentBots: false });
+    expect(agentsList.value[0]).toEqual(mockNoneAgent);
+    expect(agentsList.value.length).toBe(
+      formattedAgentsData.slice(1).length + 1
+    );
+  });
+
+  it('requests agent bots when explicitly included', () => {
+    const { agentsList, assignableAgents } = useAgentsList(true, {
+      includeAgentBots: true,
+    });
+
+    expect(assignableAgents.value).toEqual(allAgentsData);
+    expect(
+      useMapGetter('inboxAssignableAgents/getAssignableAgents').value
+    ).toHaveBeenCalledWith(1, { includeAgentBots: true });
     expect(agentsList.value[0]).toEqual(mockNoneAgent);
     expect(agentsList.value.length).toBe(
       formattedAgentsData.slice(1).length + 1

app/javascript/dashboard/composables/useAgentsList.js

@@ -10,9 +10,14 @@ import {
  * A composable function that provides a list of agents for assignment.
  *
  * @param {boolean} [includeNoneAgent=true] - Whether to include a 'None' agent option.
+ * @param {Object} [options] - Options for the assignable agents list.
+ * @param {boolean} [options.includeAgentBots=false] - Whether to include AgentBot assignees. Only pass this from surfaces that thread `assignee_type` through the assignment request.
  * @returns {Object} An object containing the agents list and assignable agents.
  */
-export function useAgentsList(includeNoneAgent = true) {
+export function useAgentsList(
+  includeNoneAgent = true,
+  { includeAgentBots = false } = {}
+) {
   const { t } = useI18n();
   const currentUser = useMapGetter('getCurrentUser');
   const currentChat = useMapGetter('getSelectedChat');
@@ -39,7 +44,9 @@ export function useAgentsList(includeNoneAgent = true) {
    * @type {import('vue').ComputedRef<Array>}
    */
   const assignableAgents = computed(() => {
-    return inboxId.value ? assignable.value(inboxId.value) : [];
+    return inboxId.value
+      ? assignable.value(inboxId.value, { includeAgentBots })
+      : [];
   });
 
   /**

app/javascript/dashboard/composables/useCallSession.js

@@ -161,6 +161,7 @@ const buildCallActions = ({ callsStore, whatsappSession, t }) => {
       return { conferenceSid: joinResponse?.conference_sid };
     } catch (error) {
       useAlert(error?.response?.data?.error || t('CONTACT_PANEL.CALL_FAILED'));
+      // 409 = the call already ended before accept landed (e.g. caller hung up mid-ring).
       if (error?.response?.status === 409) {
         TwilioVoiceClient.endClientCall();
         markDismissed(callSid);

app/javascript/dashboard/constants/billing.js

@@ -0,0 +1,35 @@
+// Single source of truth for billing currencies on the frontend.
+// Adding a currency = one entry in BILLING_CURRENCY_CONFIG, add the code to
+// SUPPORTED_BILLING_CURRENCIES, and add its label key under
+// BILLING_SETTINGS.CURRENCY.OPTIONS in the locale files.
+
+export const DEFAULT_BILLING_CURRENCY = 'usd';
+
+// Order here drives the order of the currency toggle in the UI.
+export const SUPPORTED_BILLING_CURRENCIES = ['usd', 'brl'];
+
+export const BILLING_CURRENCY_CONFIG = {
+  usd: {
+    code: 'usd',
+    intlLocale: 'en-US',
+    i18nLabelKey: 'BILLING_SETTINGS.CURRENCY.OPTIONS.USD',
+  },
+  brl: {
+    code: 'brl',
+    intlLocale: 'pt-BR',
+    i18nLabelKey: 'BILLING_SETTINGS.CURRENCY.OPTIONS.BRL',
+  },
+};
+
+export const getCurrencyConfig = code =>
+  BILLING_CURRENCY_CONFIG[(code || DEFAULT_BILLING_CURRENCY).toLowerCase()] ||
+  BILLING_CURRENCY_CONFIG[DEFAULT_BILLING_CURRENCY];
+
+export const formatCurrencyAmount = (amount, code, options = {}) => {
+  const { intlLocale, code: currencyCode } = getCurrencyConfig(code);
+  return new Intl.NumberFormat(intlLocale, {
+    style: 'currency',
+    currency: currencyCode.toUpperCase(),
+    ...options,
+  }).format(amount);
+};

app/javascript/dashboard/constants/editor.js

@@ -188,6 +188,16 @@ export const ARTICLE_EDITOR_MENU_OPTIONS = [
   'insertTable',
 ];
 
+// [text](url) -> "text: url" (drop label if it equals the URL). Keep serializer
+// escapes; the re-parse renders them literally, unescaping would crash it.
+const flattenLink = (_match, text, url) => {
+  const cleanUrl = url
+    .trim()
+    .replace(/\s+["'(].*$/, '')
+    .replace(/^<|>$/g, '');
+  return text === cleanUrl ? cleanUrl : `${text}: ${cleanUrl}`;
+};
+
 /**
  * Markdown formatting patterns for stripping unsupported formatting.
  *
@@ -264,7 +274,12 @@ export const MARKDOWN_PATTERNS = [
   {
     type: 'link', // PM: link
     patterns: [
-      { pattern: /\[([^\]]+)\]\([^)]+\)/g, replacement: '$1' }, // [text](url) -> text
+      // Escape-aware label + URL captures so a \] or \) can't cut the match
+      // short and leave link markup that crashes the re-parse.
+      {
+        pattern: /\[((?:\\.|[^\]\\])*)\]\(((?:\\.|[^)\\])*)\)/g,
+        replacement: flattenLink,
+      },
       { pattern: /<([a-zA-Z][a-zA-Z0-9+.-]*:[^\s>]+)>/g, replacement: '$1' }, // <https://...>, <mailto:...>, <tel:...>, <ftp://...>, etc
       { pattern: /<([^\s@]+@[^\s@>]+)>/g, replacement: '$1' }, // <user@example.com> -> user@example.com
     ],

app/javascript/dashboard/constants/globals.js

@@ -78,3 +78,8 @@ export default {
   },
 };
 export const DEFAULT_REDIRECT_URL = '/app/';
+
+// Temporarily disables Instagram and WhatsApp inbox creation
+// (WhatsApp embedded signup popup, Instagram OAuth, WhatsApp Call).
+// Flip to false when the channels are brought back.
+export const IS_INSTAGRAM_WHATSAPP_INBOX_CREATION_DISABLED = true;

app/javascript/dashboard/featureFlags.js

@@ -47,6 +47,7 @@ export const FEATURE_FLAGS = {
   ADVANCED_SEARCH: 'advanced_search',
   CONVERSATION_REQUIRED_ATTRIBUTES: 'conversation_required_attributes',
   CONVERSATION_UNREAD_COUNTS: 'conversation_unread_counts',
+  UNREAD_COUNT_FOR_FILTERS: 'unread_count_for_filters',
 };
 
 export const PREMIUM_FEATURES = [

app/javascript/dashboard/helper/actionCable.js

@@ -17,6 +17,13 @@ import { FEATURE_FLAGS } from 'dashboard/featureFlags';
 
 const { isImpersonating } = useImpersonation();
 const UNREAD_COUNTS_REFETCH_THROTTLE_MS = 5000;
+const FILTERED_UNREAD_COUNTS_REFRESH_RETRY_MS = 30000;
+const FILTERED_UNREAD_COUNTS_REFRESH_RETRY_JITTER_MS = 15000;
+const MENTION_UNREAD_COUNTS_REFETCH_DELAY_MS =
+  UNREAD_COUNTS_REFETCH_THROTTLE_MS;
+const getFilteredUnreadCountsRefreshRetryDelay = () =>
+  FILTERED_UNREAD_COUNTS_REFRESH_RETRY_MS +
+  Math.random() * FILTERED_UNREAD_COUNTS_REFRESH_RETRY_JITTER_MS;
 
 class ActionCableConnector extends BaseActionCableConnector {
   constructor(app, pubsubToken) {
@@ -25,6 +32,9 @@ class ActionCableConnector extends BaseActionCableConnector {
     this.CancelTyping = [];
     this.lastUnreadCountsFetchAt = null;
     this.unreadCountsFetchTimer = null;
+    this.mentionUnreadCountsFetchTimer = null;
+    this.mentionUnreadCountsRetryTimer = null;
+    this.filteredUnreadCountsRetryTimer = null;
     this.events = {
       'message.created': this.onMessageCreated,
       'message.updated': this.onMessageUpdated,
@@ -140,7 +150,12 @@ class ActionCableConnector extends BaseActionCableConnector {
   };
 
   onConversationUnreadCountChanged = () => {
+    this.refreshConversationUnreadCountsWithFilteredRetry();
+  };
+
+  refreshConversationUnreadCountsWithFilteredRetry = () => {
     this.throttledFetchConversationUnreadCounts();
+    this.scheduleFilteredUnreadCountsRetry();
   };
 
   throttledFetchConversationUnreadCounts = () => {
@@ -171,6 +186,51 @@ class ActionCableConnector extends BaseActionCableConnector {
     this.unreadCountsFetchTimer = null;
   };
 
+  scheduleMentionUnreadCountsFetch = () => {
+    if (!this.isFilteredUnreadCountsEnabled()) return;
+
+    // Mention invalidation runs through the async dispatcher, and stale snapshots
+    // can be served until the filtered-count backend refresh window opens.
+    this.scheduleUnreadCountsFetchAfter(
+      'mentionUnreadCountsFetchTimer',
+      MENTION_UNREAD_COUNTS_REFETCH_DELAY_MS
+    );
+    this.scheduleUnreadCountsFetchAfter(
+      'mentionUnreadCountsRetryTimer',
+      getFilteredUnreadCountsRefreshRetryDelay(),
+      { reset: true }
+    );
+  };
+
+  scheduleFilteredUnreadCountsRetry = () => {
+    if (!this.isFilteredUnreadCountsEnabled()) return;
+
+    // Filtered snapshots can intentionally stay stale until the backend
+    // refresh window opens.
+    this.scheduleUnreadCountsFetchAfter(
+      'filteredUnreadCountsRetryTimer',
+      getFilteredUnreadCountsRefreshRetryDelay(),
+      { reset: true }
+    );
+  };
+
+  scheduleUnreadCountsFetchAfter = (
+    timerName,
+    delay,
+    { reset = false } = {}
+  ) => {
+    if (this[timerName]) {
+      if (!reset) return;
+
+      clearTimeout(this[timerName]);
+    }
+
+    this[timerName] = setTimeout(() => {
+      this[timerName] = null;
+      this.throttledFetchConversationUnreadCounts();
+    }, delay);
+  };
+
   fetchConversationUnreadCounts = () => {
     if (!this.isConversationUnreadCountsEnabled()) return;
 
@@ -189,6 +249,17 @@ class ActionCableConnector extends BaseActionCableConnector {
     );
   };
 
+  isFilteredUnreadCountsEnabled = () => {
+    const accountId = this.app.$store.getters.getCurrentAccountId;
+    const isFeatureEnabled =
+      this.app.$store.getters['accounts/isFeatureEnabledonAccount'];
+
+    return (
+      isFeatureEnabled?.(accountId, FEATURE_FLAGS.CONVERSATION_UNREAD_COUNTS) &&
+      isFeatureEnabled?.(accountId, FEATURE_FLAGS.UNREAD_COUNT_FOR_FILTERS)
+    );
+  };
+
   onTypingOn = ({ conversation, user }) => {
     const conversationId = conversation.id;
 
@@ -212,6 +283,7 @@ class ActionCableConnector extends BaseActionCableConnector {
 
   onConversationMentioned = data => {
     this.app.$store.dispatch('addMentions', data);
+    this.scheduleMentionUnreadCountsFetch();
   };
 
   clearTimer = conversationId => {
@@ -273,6 +345,12 @@ class ActionCableConnector extends BaseActionCableConnector {
     this.app.$store.dispatch('labels/revalidate', { newKey: keys.label });
     this.app.$store.dispatch('inboxes/revalidate', { newKey: keys.inbox });
     this.app.$store.dispatch('teams/revalidate', { newKey: keys.team });
+
+    if (this.isFilteredUnreadCountsEnabled()) {
+      // Inbox/team/label visibility changes can change the accessible set used
+      // by filtered unread counts even when no conversation row changes.
+      this.refreshConversationUnreadCountsWithFilteredRetry();
+    }
   };
 
   onVoiceCallIncoming = data => {

app/javascript/dashboard/helper/agentHelper.js

@@ -38,7 +38,7 @@ export const getAgentsByUpdatedPresence = (
   currentAccountId
 ) => {
   const agentsWithDynamicPresenceUpdate = agents.map(item =>
-    item.id === currentUser.id
+    item.id === currentUser.id && (item.assignee_type || 'User') === 'User'
       ? {
           ...item,
           availability_status: currentUser.accounts.find(

app/javascript/dashboard/helper/featureHelper.js

@@ -19,6 +19,7 @@ const FEATURE_HELP_URLS = {
   webhook: 'https://chwt.app/hc/webhooks',
   billing: 'https://chwt.app/pricing',
   saml: 'https://chwt.app/hc/saml',
+  captain: 'https://chwt.app/captain-docs',
   captain_billing: 'https://chwt.app/hc/captain_billing',
 };
 

app/javascript/dashboard/helper/sidebarSort.js

@@ -20,6 +20,8 @@ export const SIDEBAR_SORT_OPTIONS_BY_SECTION = Object.freeze({
     SIDEBAR_SORT_KEYS.CREATED_ASC,
     SIDEBAR_SORT_KEYS.ALPHABETICAL_ASC,
     SIDEBAR_SORT_KEYS.ALPHABETICAL_DESC,
+    SIDEBAR_SORT_KEYS.UNREAD_COUNT_DESC,
+    SIDEBAR_SORT_KEYS.UNREAD_COUNT_ASC,
   ],
   [SIDEBAR_SORT_SECTIONS.TEAMS]: [
     SIDEBAR_SORT_KEYS.CREATED_DESC,

app/javascript/dashboard/helper/slaHelper.js

@@ -0,0 +1,150 @@
+import { useCamelCase } from 'dashboard/composables/useTransformKeys';
+
+/**
+ * Formats seconds into a human-readable time string
+ * @param {number} seconds - The time in seconds (can be negative for overdue)
+ * @returns {string} Formatted time string like "2h 30m" or "1d 4h"
+ */
+const formatSLATime = seconds => {
+  const absSeconds = Math.abs(seconds);
+
+  const units = {
+    y: 31536000,
+    mo: 2592000,
+    d: 86400,
+    h: 3600,
+    m: 60,
+  };
+
+  if (absSeconds < 60) {
+    return '1m';
+  }
+
+  const parts = [];
+  let remaining = absSeconds;
+
+  Object.entries(units).forEach(([unit, value]) => {
+    if (parts.length >= 2) return;
+    const count = Math.floor(remaining / value);
+    if (count > 0) {
+      parts.push(`${count}${unit}`);
+      remaining -= count * value;
+    }
+  });
+
+  return parts.join(' ');
+};
+
+const toUnixTimestamp = value => {
+  if (!value || typeof value === 'number') return value;
+
+  const numericValue = Number(value);
+  if (!Number.isNaN(numericValue)) return numericValue;
+
+  const parsedTimestamp = Date.parse(value);
+  return Number.isNaN(parsedTimestamp)
+    ? value
+    : Math.floor(parsedTimestamp / 1000);
+};
+
+/**
+ * Evaluates SLA status using backend-computed due times
+ * @param {Object} params - Parameters object
+ * @param {Object} params.appliedSla - The applied SLA with due_at timestamps
+ * @param {Object} params.chat - The conversation object
+ * @param {Array} params.slaEvents - Recorded SLA miss events for this conversation
+ * @returns {Object} SLA status with type, threshold, icon, and isSlaMissed
+ */
+export const evaluateSLAStatus = ({ appliedSla, chat, slaEvents = [] }) => {
+  const emptyStatus = { type: '', threshold: '', icon: '', isSlaMissed: false };
+
+  if (!appliedSla || !chat) {
+    return emptyStatus;
+  }
+
+  const sla = useCamelCase(appliedSla);
+  const conversation = useCamelCase(chat);
+  const events = useCamelCase(slaEvents || []);
+  const currentTime = Math.floor(Date.now() / 1000);
+  const slaStatuses = [];
+
+  const dueAtByType = {
+    FRT: sla.slaFrtDueAt,
+    RT: sla.slaRtDueAt,
+  };
+  const slaTypes = ['FRT', 'NRT', 'RT'];
+
+  events.forEach(event => {
+    const type = event.eventType?.toUpperCase();
+    if (!slaTypes.includes(type)) return;
+
+    const missedAt =
+      type === 'NRT' ? event.createdAt : dueAtByType[type] || event.createdAt;
+    if (!missedAt) return;
+
+    slaStatuses.push({
+      type,
+      threshold: missedAt - currentTime,
+      icon: 'flame',
+      isSlaMissed: true,
+    });
+  });
+
+  const firstReplyCreatedAt = toUnixTimestamp(conversation.firstReplyCreatedAt);
+  const shouldCheckFirstResponse =
+    !firstReplyCreatedAt || firstReplyCreatedAt > sla.slaFrtDueAt;
+
+  // Check FRT - until first reply is made on time
+  if (sla.slaFrtDueAt && shouldCheckFirstResponse) {
+    const threshold = sla.slaFrtDueAt - currentTime;
+    slaStatuses.push({
+      type: 'FRT',
+      threshold,
+      icon: threshold <= 0 ? 'flame' : 'alarm',
+      isSlaMissed: threshold <= 0,
+    });
+  }
+
+  // Check NRT - only if first reply made and waiting for response
+  if (sla.slaNrtDueAt && firstReplyCreatedAt && conversation.waitingSince) {
+    const threshold = sla.slaNrtDueAt - currentTime;
+    slaStatuses.push({
+      type: 'NRT',
+      threshold,
+      icon: threshold <= 0 ? 'flame' : 'alarm',
+      isSlaMissed: threshold <= 0,
+    });
+  }
+
+  // Check RT - only if conversation is unresolved
+  if (sla.slaRtDueAt && conversation.status !== 'resolved') {
+    const threshold = sla.slaRtDueAt - currentTime;
+    slaStatuses.push({
+      type: 'RT',
+      threshold,
+      icon: threshold <= 0 ? 'flame' : 'alarm',
+      isSlaMissed: threshold <= 0,
+    });
+  }
+
+  if (slaStatuses.length === 0) {
+    return emptyStatus;
+  }
+
+  // Show existing breaches before upcoming deadlines, then pick the closest timer.
+  slaStatuses.sort((a, b) => {
+    if (a.isSlaMissed !== b.isSlaMissed) {
+      return a.isSlaMissed ? -1 : 1;
+    }
+
+    return Math.abs(a.threshold) - Math.abs(b.threshold);
+  });
+  const mostUrgent = slaStatuses[0];
+
+  return {
+    type: mostUrgent.type,
+    threshold: formatSLATime(mostUrgent.threshold),
+    icon: mostUrgent.icon,
+    isSlaMissed: mostUrgent.isSlaMissed,
+  };
+};

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

@@ -1,5 +1,6 @@
 import { describe, it, beforeEach, afterEach, expect, vi } from 'vitest';
 import ActionCableConnector from '../actionCable';
+import { FEATURE_FLAGS } from 'dashboard/featureFlags';
 
 vi.mock('shared/helpers/mitt', () => ({
   emitter: {
@@ -17,6 +18,9 @@ global.chatwootConfig = {
   websocketURL: 'wss://test.chatwoot.com',
 };
 
+const mockRetryJitter = value =>
+  vi.spyOn(Math, 'random').mockReturnValue(value);
+
 describe('ActionCableConnector - Copilot Tests', () => {
   let store;
   let actionCable;
@@ -39,6 +43,8 @@ describe('ActionCableConnector - Copilot Tests', () => {
   });
 
   afterEach(() => {
+    vi.restoreAllMocks();
+    vi.clearAllTimers();
     vi.useRealTimers();
   });
   describe('copilot event handlers', () => {
@@ -81,12 +87,223 @@ describe('ActionCableConnector - Copilot Tests', () => {
     });
 
     it('should refetch unread counts when unread count changes', () => {
+      vi.useFakeTimers();
+      vi.setSystemTime(new Date('2026-01-01T00:00:00Z'));
+      mockRetryJitter(0.5);
+
       actionCable.onReceived({
         event: 'conversation.unread_count_changed',
         data: { account_id: 1 },
       });
 
       expect(mockDispatch).toHaveBeenCalledWith('conversationUnreadCounts/get');
+
+      vi.advanceTimersByTime(37499);
+      expect(mockDispatch).toHaveBeenCalledTimes(1);
+
+      vi.advanceTimersByTime(1);
+      expect(mockDispatch).toHaveBeenCalledTimes(2);
+      expect(mockDispatch).toHaveBeenLastCalledWith(
+        'conversationUnreadCounts/get'
+      );
+    });
+
+    it('does not retry unread count changes when filtered counts are disabled', () => {
+      vi.useFakeTimers();
+      vi.setSystemTime(new Date('2026-01-01T00:00:00Z'));
+      store.$store.getters[
+        'accounts/isFeatureEnabledonAccount'
+      ].mockImplementation(
+        (_, featureFlag) =>
+          featureFlag === FEATURE_FLAGS.CONVERSATION_UNREAD_COUNTS
+      );
+
+      actionCable.onReceived({
+        event: 'conversation.unread_count_changed',
+        data: { account_id: 1 },
+      });
+
+      expect(mockDispatch).toHaveBeenCalledTimes(1);
+
+      vi.advanceTimersByTime(45000);
+      expect(mockDispatch).toHaveBeenCalledTimes(1);
+    });
+
+    it('delays unread count refetch when a conversation is mentioned', () => {
+      vi.useFakeTimers();
+      vi.setSystemTime(new Date('2026-01-01T00:00:00Z'));
+
+      const conversation = { id: 1, account_id: 1 };
+
+      actionCable.onReceived({
+        event: 'conversation.mentioned',
+        data: conversation,
+      });
+
+      expect(mockDispatch).toHaveBeenCalledWith('addMentions', conversation);
+      expect(mockDispatch).not.toHaveBeenCalledWith(
+        'conversationUnreadCounts/get'
+      );
+
+      vi.advanceTimersByTime(4999);
+      expect(mockDispatch).not.toHaveBeenCalledWith(
+        'conversationUnreadCounts/get'
+      );
+
+      vi.advanceTimersByTime(1);
+      expect(mockDispatch).toHaveBeenCalledWith('conversationUnreadCounts/get');
+    });
+
+    it('does not schedule mention unread count fetches when filtered counts are disabled', () => {
+      vi.useFakeTimers();
+      store.$store.getters[
+        'accounts/isFeatureEnabledonAccount'
+      ].mockImplementation(
+        (_, featureFlag) =>
+          featureFlag === FEATURE_FLAGS.CONVERSATION_UNREAD_COUNTS
+      );
+
+      const conversation = { id: 1, account_id: 1 };
+
+      actionCable.onReceived({
+        event: 'conversation.mentioned',
+        data: conversation,
+      });
+
+      expect(mockDispatch).toHaveBeenCalledWith('addMentions', conversation);
+
+      vi.advanceTimersByTime(45000);
+      expect(mockDispatch).not.toHaveBeenCalledWith(
+        'conversationUnreadCounts/get'
+      );
+    });
+
+    it('retries mentioned unread counts after the backend refresh window', () => {
+      vi.useFakeTimers();
+      vi.setSystemTime(new Date('2026-01-01T00:00:00Z'));
+      mockRetryJitter(0.5);
+
+      actionCable.onReceived({
+        event: 'conversation.mentioned',
+        data: { id: 1, account_id: 1 },
+      });
+
+      const unreadCountFetches = () =>
+        mockDispatch.mock.calls.filter(
+          ([action]) => action === 'conversationUnreadCounts/get'
+        );
+
+      vi.advanceTimersByTime(5000);
+      expect(unreadCountFetches()).toHaveLength(1);
+
+      vi.advanceTimersByTime(32499);
+      expect(unreadCountFetches()).toHaveLength(1);
+
+      vi.advanceTimersByTime(1);
+      expect(unreadCountFetches()).toHaveLength(2);
+    });
+
+    it('reschedules mentioned unread count retries for later invalidations', () => {
+      vi.useFakeTimers();
+      vi.setSystemTime(new Date('2026-01-01T00:00:00Z'));
+      mockRetryJitter(0);
+
+      const unreadCountFetches = () =>
+        mockDispatch.mock.calls.filter(
+          ([action]) => action === 'conversationUnreadCounts/get'
+        );
+
+      actionCable.onReceived({
+        event: 'conversation.mentioned',
+        data: { id: 1, account_id: 1 },
+      });
+
+      vi.advanceTimersByTime(5000);
+      expect(unreadCountFetches()).toHaveLength(1);
+
+      vi.advanceTimersByTime(10000);
+      actionCable.onReceived({
+        event: 'conversation.mentioned',
+        data: { id: 1, account_id: 1 },
+      });
+
+      vi.advanceTimersByTime(5000);
+      expect(unreadCountFetches()).toHaveLength(2);
+
+      vi.advanceTimersByTime(10000);
+      expect(unreadCountFetches()).toHaveLength(2);
+
+      vi.advanceTimersByTime(15000);
+      expect(unreadCountFetches()).toHaveLength(3);
+    });
+
+    it('refetches filtered unread counts after account cache invalidation', () => {
+      vi.useFakeTimers();
+      vi.setSystemTime(new Date('2026-01-01T00:00:00Z'));
+      mockRetryJitter(0.5);
+
+      const cacheKeys = {
+        label: 'label-key',
+        inbox: 'inbox-key',
+        team: 'team-key',
+      };
+      const unreadCountFetches = () =>
+        mockDispatch.mock.calls.filter(
+          ([action]) => action === 'conversationUnreadCounts/get'
+        );
+
+      actionCable.onReceived({
+        event: 'account.cache_invalidated',
+        data: { account_id: 1, cache_keys: cacheKeys },
+      });
+
+      expect(mockDispatch).toHaveBeenCalledWith('labels/revalidate', {
+        newKey: cacheKeys.label,
+      });
+      expect(mockDispatch).toHaveBeenCalledWith('inboxes/revalidate', {
+        newKey: cacheKeys.inbox,
+      });
+      expect(mockDispatch).toHaveBeenCalledWith('teams/revalidate', {
+        newKey: cacheKeys.team,
+      });
+      expect(unreadCountFetches()).toHaveLength(1);
+
+      vi.advanceTimersByTime(37499);
+      expect(unreadCountFetches()).toHaveLength(1);
+
+      vi.advanceTimersByTime(1);
+      expect(unreadCountFetches()).toHaveLength(2);
+    });
+
+    it('does not refetch unread counts after cache invalidation when filtered counts are disabled', () => {
+      vi.useFakeTimers();
+      store.$store.getters[
+        'accounts/isFeatureEnabledonAccount'
+      ].mockImplementation(
+        (_, featureFlag) =>
+          featureFlag === FEATURE_FLAGS.CONVERSATION_UNREAD_COUNTS
+      );
+
+      actionCable.onReceived({
+        event: 'account.cache_invalidated',
+        data: {
+          account_id: 1,
+          cache_keys: {
+            label: 'label-key',
+            inbox: 'inbox-key',
+            team: 'team-key',
+          },
+        },
+      });
+
+      expect(mockDispatch).not.toHaveBeenCalledWith(
+        'conversationUnreadCounts/get'
+      );
+
+      vi.advanceTimersByTime(45000);
+      expect(mockDispatch).not.toHaveBeenCalledWith(
+        'conversationUnreadCounts/get'
+      );
     });
 
     it('does not refetch unread counts when unread count feature is disabled', () => {

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

@@ -1,4 +1,9 @@
-import { EditorState, EditorView } from '@chatwoot/prosemirror-schema';
+import {
+  EditorState,
+  EditorView,
+  buildMessageSchema,
+  MessageMarkdownTransformer,
+} from '@chatwoot/prosemirror-schema';
 import { FORMATTING } from 'dashboard/constants/editor';
 import { Schema } from 'prosemirror-model';
 import {
@@ -978,13 +983,77 @@ describe('stripUnsupportedFormatting', () => {
       );
     });
 
-    it('strips links but keeps text', () => {
+    it('keeps link text and URL when schema does not support links', () => {
       expect(
         stripUnsupportedFormatting(
           'Check [this link](https://example.com)',
           emptySchema
         )
-      ).toBe('Check this link');
+      ).toBe('Check this link: https://example.com');
+    });
+
+    it('drops the hidden link title when preserving the URL', () => {
+      expect(
+        stripUnsupportedFormatting(
+          'Check [docs](https://example.com "Docs")',
+          emptySchema
+        )
+      ).toBe('Check docs: https://example.com');
+
+      expect(
+        stripUnsupportedFormatting(
+          'Check [docs](<https://example.com> "Docs")',
+          emptySchema
+        )
+      ).toBe('Check docs: https://example.com');
+    });
+
+    // Output is re-parsed before sending, so assert the final text
+    // (strip + re-parse); the re-parse turns serializer escapes into literals.
+    describe('links round-trip through re-parse without crashing', () => {
+      const smsSchema = buildMessageSchema([], []); // no marks, no nodes
+      const sendAs = md =>
+        new MessageMarkdownTransformer(smsSchema).parse(
+          stripUnsupportedFormatting(md, smsSchema)
+        ).textContent;
+
+      it('keeps escaped parens/underscores anywhere in the URL', () => {
+        expect(
+          sendAs('See [wiki](https://en.wikipedia.org/wiki/Foo\\_\\(bar\\))')
+        ).toBe('See wiki: https://en.wikipedia.org/wiki/Foo_(bar)');
+        expect(sendAs('See [wiki](https://host/a\\_\\(b\\)c)')).toBe(
+          'See wiki: https://host/a_(b)c'
+        );
+      });
+
+      it('drops the label when it equals the URL even when escaped', () => {
+        expect(
+          sendAs(
+            '[www.example.com/Foo\\_\\(bar\\)](www.example.com/Foo\\_\\(bar\\))'
+          )
+        ).toBe('www.example.com/Foo_(bar)');
+      });
+
+      it('does not reintroduce emphasis from an escaped label', () => {
+        expect(sendAs('[Use \\_id\\_](https://example.com)')).toBe(
+          'Use _id_: https://example.com'
+        );
+      });
+
+      it('flattens a label containing an escaped closing bracket', () => {
+        expect(sendAs('[FAQ \\[v2\\]](https://example.com)')).toBe(
+          'FAQ [v2]: https://example.com'
+        );
+      });
+    });
+
+    it('leaves bare URLs untouched so channels can auto-link them', () => {
+      expect(
+        stripUnsupportedFormatting('Visit www.example.com now', emptySchema)
+      ).toBe('Visit www.example.com now');
+      expect(
+        stripUnsupportedFormatting('Visit <https://example.com>', emptySchema)
+      ).toBe('Visit https://example.com');
     });
 
     it('converts autolinks to plain URLs when schema does not support links', () => {
@@ -1049,7 +1118,7 @@ describe('stripUnsupportedFormatting', () => {
     it('handles complex content with multiple formatting types', () => {
       const content =
         '**Bold** and *italic* with `code` and [link](url)\n- list item';
-      const expected = 'Bold and italic with code and link\nlist item';
+      const expected = 'Bold and italic with code and link: url\nlist item';
       expect(stripUnsupportedFormatting(content, emptySchema)).toBe(expected);
     });
   });

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

@@ -148,7 +148,7 @@ describe('#normalizeSidebarSortPreferences', () => {
 
   it('falls back to defaults for unsupported preferences', () => {
     const preferences = normalizeSidebarSortPreferences({
-      [SIDEBAR_SORT_SECTIONS.FOLDERS]: SIDEBAR_SORT_KEYS.UNREAD_COUNT_DESC,
+      [SIDEBAR_SORT_SECTIONS.FOLDERS]: 'unsupported_sort',
     });
 
     expect(preferences).toEqual(DEFAULT_SIDEBAR_SORT_PREFERENCES);
@@ -171,6 +171,15 @@ describe('#getSidebarSortOptions', () => {
     expect(options).toContain(SIDEBAR_SORT_KEYS.UNREAD_COUNT_ASC);
   });
 
+  it('keeps folder unread count options when filtered unread counts are enabled', () => {
+    const options = getSidebarSortOptions(SIDEBAR_SORT_SECTIONS.FOLDERS, {
+      hasUnreadCounts: true,
+    });
+
+    expect(options).toContain(SIDEBAR_SORT_KEYS.UNREAD_COUNT_DESC);
+    expect(options).toContain(SIDEBAR_SORT_KEYS.UNREAD_COUNT_ASC);
+  });
+
   it('removes unread count options when unread counts are disabled', () => {
     const options = getSidebarSortOptions(SIDEBAR_SORT_SECTIONS.TEAMS, {
       hasUnreadCounts: false,
@@ -180,6 +189,16 @@ describe('#getSidebarSortOptions', () => {
     expect(options).not.toContain(SIDEBAR_SORT_KEYS.UNREAD_COUNT_ASC);
     expect(options).toContain(SIDEBAR_SORT_KEYS.ALPHABETICAL_ASC);
   });
+
+  it('removes folder unread count options when filtered unread counts are disabled', () => {
+    const options = getSidebarSortOptions(SIDEBAR_SORT_SECTIONS.FOLDERS, {
+      hasUnreadCounts: false,
+    });
+
+    expect(options).not.toContain(SIDEBAR_SORT_KEYS.UNREAD_COUNT_DESC);
+    expect(options).not.toContain(SIDEBAR_SORT_KEYS.UNREAD_COUNT_ASC);
+    expect(options).toContain(SIDEBAR_SORT_KEYS.ALPHABETICAL_ASC);
+  });
 });
 
 describe('#resolveSidebarSort', () => {
@@ -202,4 +221,14 @@ describe('#resolveSidebarSort', () => {
 
     expect(sortBy).toBe(SIDEBAR_SORT_KEYS.ALPHABETICAL_ASC);
   });
+
+  it('falls back to alphabetical sort for folders when filtered unread counts are disabled', () => {
+    const sortBy = resolveSidebarSort(
+      SIDEBAR_SORT_SECTIONS.FOLDERS,
+      SIDEBAR_SORT_KEYS.UNREAD_COUNT_DESC,
+      { hasUnreadCounts: false }
+    );
+
+    expect(sortBy).toBe(SIDEBAR_SORT_KEYS.ALPHABETICAL_ASC);
+  });
 });

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

@@ -0,0 +1,450 @@
+import { evaluateSLAStatus } from '../slaHelper';
+
+describe('#SLA Helpers', () => {
+  const currentTimestamp = 1700000000; // Fixed timestamp for testing
+
+  beforeEach(() => {
+    vi.useFakeTimers();
+    vi.setSystemTime(currentTimestamp * 1000);
+  });
+
+  afterEach(() => {
+    vi.useRealTimers();
+  });
+
+  describe('evaluateSLAStatus', () => {
+    describe('when inputs are invalid', () => {
+      it('returns empty status when appliedSla is null', () => {
+        const result = evaluateSLAStatus({ appliedSla: null, chat: {} });
+        expect(result).toEqual({
+          type: '',
+          threshold: '',
+          icon: '',
+          isSlaMissed: false,
+        });
+      });
+
+      it('returns empty status when chat is null', () => {
+        const result = evaluateSLAStatus({ appliedSla: {}, chat: null });
+        expect(result).toEqual({
+          type: '',
+          threshold: '',
+          icon: '',
+          isSlaMissed: false,
+        });
+      });
+    });
+
+    describe('FRT (First Response Time)', () => {
+      it('returns FRT status when first reply not made and within threshold', () => {
+        const appliedSla = { sla_frt_due_at: currentTimestamp + 3600 }; // 1 hour from now
+        const chat = { first_reply_created_at: null, status: 'open' };
+
+        const result = evaluateSLAStatus({ appliedSla, chat });
+
+        expect(result.type).toBe('FRT');
+        expect(result.threshold).toBe('1h');
+        expect(result.icon).toBe('alarm');
+        expect(result.isSlaMissed).toBe(false);
+      });
+
+      it('returns missed FRT status when threshold is exceeded', () => {
+        const appliedSla = { sla_frt_due_at: currentTimestamp - 1800 }; // 30 min ago
+        const chat = { first_reply_created_at: null, status: 'open' };
+
+        const result = evaluateSLAStatus({ appliedSla, chat });
+
+        expect(result.type).toBe('FRT');
+        expect(result.threshold).toBe('30m');
+        expect(result.icon).toBe('flame');
+        expect(result.isSlaMissed).toBe(true);
+      });
+
+      it('does not return FRT when first reply was made before due time', () => {
+        const appliedSla = { sla_frt_due_at: currentTimestamp + 3600 };
+        const chat = {
+          first_reply_created_at: currentTimestamp - 1000,
+          status: 'open',
+        };
+
+        const result = evaluateSLAStatus({ appliedSla, chat });
+
+        expect(result.type).not.toBe('FRT');
+      });
+
+      it('does not return FRT when first reply was made at due time', () => {
+        const appliedSla = {
+          sla_frt_due_at: currentTimestamp - 600,
+          sla_rt_due_at: currentTimestamp + 1800,
+        };
+        const chat = {
+          first_reply_created_at: currentTimestamp - 600,
+          status: 'open',
+        };
+
+        const result = evaluateSLAStatus({ appliedSla, chat });
+
+        expect(result.type).toBe('RT');
+      });
+
+      it('returns missed FRT when first reply was made after due time', () => {
+        const appliedSla = {
+          sla_frt_due_at: currentTimestamp - 600,
+          sla_rt_due_at: currentTimestamp + 1800,
+        };
+        const chat = {
+          first_reply_created_at: currentTimestamp - 300,
+          status: 'open',
+        };
+
+        const result = evaluateSLAStatus({ appliedSla, chat });
+
+        expect(result.type).toBe('FRT');
+        expect(result.threshold).toBe('10m');
+        expect(result.icon).toBe('flame');
+        expect(result.isSlaMissed).toBe(true);
+      });
+
+      it('returns missed FRT when live first reply timestamp is an ISO string after due time', () => {
+        const appliedSla = {
+          sla_frt_due_at: currentTimestamp - 600,
+          sla_rt_due_at: currentTimestamp + 1800,
+        };
+        const chat = {
+          first_reply_created_at: new Date(
+            (currentTimestamp - 300) * 1000
+          ).toISOString(),
+          status: 'open',
+        };
+
+        const result = evaluateSLAStatus({ appliedSla, chat });
+
+        expect(result.type).toBe('FRT');
+        expect(result.threshold).toBe('10m');
+        expect(result.icon).toBe('flame');
+        expect(result.isSlaMissed).toBe(true);
+      });
+
+      it('uses the due time for a missed FRT event created after the deadline', () => {
+        const appliedSla = { sla_frt_due_at: currentTimestamp - 3600 };
+        const chat = { first_reply_created_at: null, status: 'open' };
+        const slaEvents = [
+          { event_type: 'frt', created_at: currentTimestamp - 1800 },
+        ];
+
+        const result = evaluateSLAStatus({ appliedSla, chat, slaEvents });
+
+        expect(result.type).toBe('FRT');
+        expect(result.threshold).toBe('1h');
+        expect(result.icon).toBe('flame');
+        expect(result.isSlaMissed).toBe(true);
+      });
+    });
+
+    describe('NRT (Next Response Time)', () => {
+      it('returns NRT status when waiting for response and within threshold', () => {
+        const appliedSla = { sla_nrt_due_at: currentTimestamp + 1800 }; // 30 min from now
+        const chat = {
+          first_reply_created_at: currentTimestamp - 7200,
+          waiting_since: currentTimestamp - 600,
+          status: 'open',
+        };
+
+        const result = evaluateSLAStatus({ appliedSla, chat });
+
+        expect(result.type).toBe('NRT');
+        expect(result.threshold).toBe('30m');
+        expect(result.icon).toBe('alarm');
+        expect(result.isSlaMissed).toBe(false);
+      });
+
+      it('returns missed NRT status when threshold is exceeded', () => {
+        const appliedSla = { sla_nrt_due_at: currentTimestamp - 900 }; // 15 min ago
+        const chat = {
+          first_reply_created_at: currentTimestamp - 7200,
+          waiting_since: currentTimestamp - 2700,
+          status: 'open',
+        };
+
+        const result = evaluateSLAStatus({ appliedSla, chat });
+
+        expect(result.type).toBe('NRT');
+        expect(result.threshold).toBe('15m');
+        expect(result.icon).toBe('flame');
+        expect(result.isSlaMissed).toBe(true);
+      });
+
+      it('does not return NRT when not waiting for response', () => {
+        const appliedSla = { sla_nrt_due_at: currentTimestamp + 1800 };
+        const chat = {
+          first_reply_created_at: currentTimestamp - 7200,
+          waiting_since: null,
+          status: 'open',
+        };
+
+        const result = evaluateSLAStatus({ appliedSla, chat });
+
+        expect(result.type).not.toBe('NRT');
+      });
+
+      it('returns missed NRT when a recorded NRT miss exists after response', () => {
+        const appliedSla = { sla_rt_due_at: currentTimestamp + 1800 };
+        const chat = {
+          first_reply_created_at: currentTimestamp - 7200,
+          waiting_since: null,
+          status: 'open',
+        };
+        const slaEvents = [
+          { event_type: 'nrt', created_at: currentTimestamp - 900 },
+        ];
+
+        const result = evaluateSLAStatus({ appliedSla, chat, slaEvents });
+
+        expect(result.type).toBe('NRT');
+        expect(result.threshold).toBe('15m');
+        expect(result.icon).toBe('flame');
+        expect(result.isSlaMissed).toBe(true);
+      });
+
+      it('uses the recorded event time for a missed NRT with a new active NRT timer', () => {
+        const appliedSla = {
+          sla_nrt_due_at: currentTimestamp + 300,
+          sla_rt_due_at: currentTimestamp + 1800,
+        };
+        const chat = {
+          first_reply_created_at: currentTimestamp - 7200,
+          waiting_since: currentTimestamp - 60,
+          status: 'open',
+        };
+        const slaEvents = [
+          { event_type: 'nrt', created_at: currentTimestamp - 1800 },
+        ];
+
+        const result = evaluateSLAStatus({ appliedSla, chat, slaEvents });
+
+        expect(result.type).toBe('NRT');
+        expect(result.threshold).toBe('30m');
+        expect(result.icon).toBe('flame');
+        expect(result.isSlaMissed).toBe(true);
+      });
+
+      it('does not return NRT when first reply not made', () => {
+        const appliedSla = { sla_nrt_due_at: currentTimestamp + 1800 };
+        const chat = {
+          first_reply_created_at: null,
+          waiting_since: currentTimestamp - 600,
+          status: 'open',
+        };
+
+        const result = evaluateSLAStatus({ appliedSla, chat });
+
+        expect(result.type).not.toBe('NRT');
+      });
+    });
+
+    describe('RT (Resolution Time)', () => {
+      it('returns RT status when conversation is open and within threshold', () => {
+        const appliedSla = { sla_rt_due_at: currentTimestamp + 7200 }; // 2 hours from now
+        const chat = {
+          first_reply_created_at: currentTimestamp - 3600,
+          status: 'open',
+        };
+
+        const result = evaluateSLAStatus({ appliedSla, chat });
+
+        expect(result.type).toBe('RT');
+        expect(result.threshold).toBe('2h');
+        expect(result.icon).toBe('alarm');
+        expect(result.isSlaMissed).toBe(false);
+      });
+
+      it.each(['pending', 'snoozed'])(
+        'returns RT status when conversation is %s and within threshold',
+        status => {
+          const appliedSla = { sla_rt_due_at: currentTimestamp + 7200 };
+          const chat = {
+            first_reply_created_at: currentTimestamp - 3600,
+            status,
+          };
+
+          const result = evaluateSLAStatus({ appliedSla, chat });
+
+          expect(result.type).toBe('RT');
+          expect(result.threshold).toBe('2h');
+          expect(result.icon).toBe('alarm');
+          expect(result.isSlaMissed).toBe(false);
+        }
+      );
+
+      it('returns missed RT status when threshold is exceeded', () => {
+        const appliedSla = { sla_rt_due_at: currentTimestamp - 3600 }; // 1 hour ago
+        const chat = {
+          first_reply_created_at: currentTimestamp - 7200,
+          status: 'open',
+        };
+
+        const result = evaluateSLAStatus({ appliedSla, chat });
+
+        expect(result.type).toBe('RT');
+        expect(result.threshold).toBe('1h');
+        expect(result.icon).toBe('flame');
+        expect(result.isSlaMissed).toBe(true);
+      });
+
+      it('uses the due time for a missed RT event created after the deadline', () => {
+        const appliedSla = { sla_rt_due_at: currentTimestamp - 3600 };
+        const chat = {
+          first_reply_created_at: currentTimestamp - 7200,
+          status: 'open',
+        };
+        const slaEvents = [
+          { event_type: 'rt', created_at: currentTimestamp - 1800 },
+        ];
+
+        const result = evaluateSLAStatus({ appliedSla, chat, slaEvents });
+
+        expect(result.type).toBe('RT');
+        expect(result.threshold).toBe('1h');
+        expect(result.icon).toBe('flame');
+        expect(result.isSlaMissed).toBe(true);
+      });
+
+      it('does not return RT when conversation is resolved', () => {
+        const appliedSla = { sla_rt_due_at: currentTimestamp + 7200 };
+        const chat = {
+          first_reply_created_at: currentTimestamp - 3600,
+          status: 'resolved',
+        };
+
+        const result = evaluateSLAStatus({ appliedSla, chat });
+
+        expect(result.type).toBe('');
+      });
+    });
+
+    describe('priority selection', () => {
+      it('returns most urgent SLA when multiple are active', () => {
+        const appliedSla = {
+          sla_frt_due_at: currentTimestamp + 7200, // 2h - less urgent
+          sla_nrt_due_at: currentTimestamp + 1800, // 30m - most urgent
+          sla_rt_due_at: currentTimestamp + 3600, // 1h
+        };
+        const chat = {
+          first_reply_created_at: null,
+          waiting_since: currentTimestamp - 600,
+          status: 'open',
+        };
+
+        const result = evaluateSLAStatus({ appliedSla, chat });
+
+        // FRT is selected because first_reply_created_at is null
+        // NRT is not checked when first_reply_created_at is null
+        expect(result.type).toBe('RT');
+        expect(result.threshold).toBe('1h');
+      });
+
+      it('returns most urgent missed SLA over upcoming SLA', () => {
+        const appliedSla = {
+          sla_nrt_due_at: currentTimestamp - 300, // 5m overdue - most urgent by absolute value
+          sla_rt_due_at: currentTimestamp + 3600, // 1h remaining
+        };
+        const chat = {
+          first_reply_created_at: currentTimestamp - 7200,
+          waiting_since: currentTimestamp - 2100,
+          status: 'open',
+        };
+
+        const result = evaluateSLAStatus({ appliedSla, chat });
+
+        expect(result.type).toBe('NRT');
+        expect(result.isSlaMissed).toBe(true);
+      });
+
+      it('returns an existing missed SLA over a closer upcoming SLA', () => {
+        const appliedSla = {
+          sla_frt_due_at: currentTimestamp - 7200, // 2h overdue
+          sla_rt_due_at: currentTimestamp + 300, // 5m remaining
+        };
+        const chat = {
+          first_reply_created_at: null,
+          status: 'open',
+        };
+
+        const result = evaluateSLAStatus({ appliedSla, chat });
+
+        expect(result.type).toBe('FRT');
+        expect(result.threshold).toBe('2h');
+        expect(result.isSlaMissed).toBe(true);
+      });
+    });
+
+    describe('time formatting', () => {
+      it('formats time in days and hours', () => {
+        const appliedSla = { sla_rt_due_at: currentTimestamp + 90000 }; // 25 hours
+        const chat = { status: 'open' };
+
+        const result = evaluateSLAStatus({ appliedSla, chat });
+
+        expect(result.threshold).toBe('1d 1h');
+      });
+
+      it('formats time less than a minute as 1m', () => {
+        const appliedSla = { sla_frt_due_at: currentTimestamp + 30 }; // 30 seconds
+        const chat = { first_reply_created_at: null, status: 'open' };
+
+        const result = evaluateSLAStatus({ appliedSla, chat });
+
+        expect(result.threshold).toBe('1m');
+      });
+
+      it('formats months correctly', () => {
+        const appliedSla = {
+          sla_rt_due_at: currentTimestamp + 2592000 + 86400,
+        }; // 1 month + 1 day
+        const chat = { status: 'open' };
+
+        const result = evaluateSLAStatus({ appliedSla, chat });
+
+        expect(result.threshold).toBe('1mo 1d');
+      });
+    });
+
+    describe('empty status scenarios', () => {
+      it('returns empty when no SLA thresholds are set', () => {
+        const appliedSla = {};
+        const chat = { status: 'open' };
+
+        const result = evaluateSLAStatus({ appliedSla, chat });
+
+        expect(result).toEqual({
+          type: '',
+          threshold: '',
+          icon: '',
+          isSlaMissed: false,
+        });
+      });
+
+      it('returns empty when all conditions are met', () => {
+        const appliedSla = {
+          sla_frt_due_at: currentTimestamp + 3600,
+          sla_nrt_due_at: currentTimestamp + 1800,
+          sla_rt_due_at: currentTimestamp + 7200,
+        };
+        const chat = {
+          first_reply_created_at: currentTimestamp - 3600, // FRT already hit
+          waiting_since: null, // Not waiting, so NRT not applicable
+          status: 'resolved', // RT not applicable
+        };
+
+        const result = evaluateSLAStatus({ appliedSla, chat });
+
+        expect(result).toEqual({
+          type: '',
+          threshold: '',
+          icon: '',
+          isSlaMissed: false,
+        });
+      });
+    });
+  });
+});

app/javascript/dashboard/helper/voice.js

@@ -1,4 +1,7 @@
-import { CONTENT_TYPES } from 'dashboard/components-next/message/constants';
+import {
+  CONTENT_TYPES,
+  VOICE_CALL_STATUS,
+} from 'dashboard/components-next/message/constants';
 import { MESSAGE_TYPE } from 'shared/constants/messages';
 import { useCallsStore } from 'dashboard/stores/calls';
 import types from 'dashboard/store/mutation-types';
@@ -101,6 +104,7 @@ export function handleVoiceCallCreated(
     callSid,
     callId,
     provider,
+    status,
     callDirection,
     conversationId,
     inboxId,
@@ -108,6 +112,11 @@ export function handleVoiceCallCreated(
     senderId,
   } = extractCallData(message);
 
+  // A voice_call message can be created already terminal when the caller hangs
+  // up before connect. Only ring while the call is actually ringing; mirrors the
+  // guard in seedCallsFromHydratedMessages.
+  if (status !== VOICE_CALL_STATUS.RINGING) return;
+
   if (
     !shouldShowCall({
       callDirection,

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

@@ -392,6 +392,82 @@
   "CAPTAIN": {
     "NAME": "Captain",
     "HEADER_KNOW_MORE": "Know more",
+    "OVERVIEW": {
+      "HEADER": "Overview",
+      "WELCOME": {
+        "LABEL": "Captain summary",
+        "LOADING": "Generating summary…"
+      },
+      "INBOX_BANNER": {
+        "TEXT": "This assistant isn't connected to any inbox yet, so it won't respond to conversations.",
+        "ACTION": "Connect inbox",
+        "DISMISS": "Dismiss"
+      },
+      "COVERAGE_BANNER": {
+        "TEXT": "{count} FAQs are pending review, keeping coverage at {coverage}%. Approve them so your assistant can resolve more on its own.",
+        "ACTION": "Review FAQs",
+        "DISMISS": "Dismiss"
+      },
+      "RANGES": {
+        "LAST_DAYS": "Last {count} days",
+        "THIS_MONTH": "This month",
+        "LAST_MONTH": "Last month"
+      },
+      "METRICS": {
+        "HANDLED": {
+          "LABEL": "Conversations handled",
+          "HINT": "Distinct conversations this assistant replied in."
+        },
+        "AUTO_RESOLUTION": {
+          "LABEL": "Auto-resolution rate",
+          "HINT": "Share of handled conversations closed without a human reply."
+        },
+        "HANDOFF": {
+          "LABEL": "Handoff rate",
+          "HINT": "Share of handled conversations escalated to a human agent."
+        },
+        "HOURS_SAVED": {
+          "LABEL": "Time saved",
+          "HINT": "Estimate: Captain replies times ~2 minutes of assumed agent effort per reply. Directional, not measured labor."
+        },
+        "REOPEN": {
+          "LABEL": "Reopen rate",
+          "HINT": "Auto-resolved conversations that were reopened afterwards."
+        },
+        "DEPTH": {
+          "LABEL": "Messages / conversation",
+          "HINT": "Average replies the assistant sends per conversation."
+        }
+      },
+      "DRILLDOWN": {
+        "CLOSE": "Close details",
+        "EMPTY": "No records found for this metric.",
+        "ERROR": "Could not load records. Please try again.",
+        "LOAD_MORE": "Load more",
+        "RESULT_COUNT_CONVERSATION": "{count} conversation | {count} conversations"
+      },
+      "KNOWLEDGE": {
+        "TITLE": "Knowledge coverage",
+        "COVERAGE": "{pct}% approved",
+        "APPROVED": "Approved FAQs",
+        "PENDING": "Pending FAQs",
+        "DOCUMENTS": "Documents"
+      },
+      "LINKS": {
+        "DOCS": {
+          "TITLE": "Captain docs",
+          "DESCRIPTION": "Guides and how-tos for Captain"
+        },
+        "PLAYGROUND": {
+          "TITLE": "Playground",
+          "DESCRIPTION": "Test this assistant's replies"
+        },
+        "BILLING": {
+          "TITLE": "Billing",
+          "DESCRIPTION": "Manage credits and plan"
+        }
+      }
+    },
     "ASSISTANT_SWITCHER": {
       "ASSISTANTS": "Assistants",
       "SWITCH_ASSISTANT": "Switch between assistants",
@@ -494,10 +570,6 @@
           "PLACEHOLDER": "Enter assistant name",
           "ERROR": "The name is required"
         },
-        "TEMPERATURE": {
-          "LABEL": "Response Temperature",
-          "DESCRIPTION": "Adjust how creative or restrictive the assistant's responses should be. Lower values produce more focused and deterministic responses, while higher values allow for more creative and varied outputs."
-        },
         "DESCRIPTION": {
           "LABEL": "Description",
           "PLACEHOLDER": "Enter assistant description",

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

@@ -121,6 +121,26 @@
       "CLEAR_FILTER": "Clear filter",
       "EMPTY_LIST": "No results found"
     },
+    "DRILLDOWN": {
+      "TITLE": "{metric} details",
+      "RESULT_COUNT_CONVERSATION": "{count} conversation | {count} conversations",
+      "RESULT_COUNT_MESSAGE": "{count} message | {count} messages",
+      "EMPTY": "No records found for this bar.",
+      "ERROR": "Could not load records. Please try again.",
+      "ADMIN_ONLY": "Only administrators can drill down into report records.",
+      "LOAD_MORE": "Load more",
+      "CLOSE": "Close details",
+      "PREVIOUS_BUCKET": "Previous bar",
+      "NEXT_BUCKET": "Next bar",
+      "UNKNOWN_CONTACT": "Unknown contact",
+      "UNKNOWN_INBOX": "Unknown inbox",
+      "UNASSIGNED_AGENT": "Unassigned",
+      "NO_MESSAGE_CONTENT": "No message content",
+      "MESSAGE_CREATED_AT": "Message created at {time}",
+      "EVENT_OCCURRED_AT": "Event occurred at {time}",
+      "INCOMING_MESSAGE": "Incoming message",
+      "OUTGOING_MESSAGE": "Outgoing message"
+    },
     "PAGINATION": {
       "RESULTS": "Showing {start} to {end} of {total} results",
       "PER_PAGE_TEMPLATE": "{size} / page"

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

@@ -263,7 +263,7 @@
     "EMAIL_VERIFICATION_SENT": "Verification email has been sent. Please check your inbox.",
     "ACCOUNT_SUSPENDED": {
       "TITLE": "Account Suspended",
-      "MESSAGE": "Your account is suspended. Please reach out to the support team for more information."
+      "MESSAGE": "Your account has been suspended after we detected activity that may violate our policies or put other users at risk. If you believe this is a mistake, please contact our support team."
     },
     "NO_ACCOUNTS": {
       "TITLE": "No account found",
@@ -324,6 +324,7 @@
     "ALL_COMPANIES": "All Companies",
     "CAPTAIN": "Captain",
     "CAPTAIN_ASSISTANTS": "Assistants",
+    "CAPTAIN_OVERVIEW": "Overview",
     "CAPTAIN_DOCUMENTS": "Documents",
     "CAPTAIN_RESPONSES": "FAQs",
     "CAPTAIN_TOOLS": "Tools",
@@ -467,7 +468,18 @@
       "TITLE": "Current Plan",
       "PLAN_NOTE": "You are currently subscribed to the **{plan}** plan with **{quantity}** licenses",
       "SEAT_COUNT": "Number of seats",
-      "RENEWS_ON": "Renews on"
+      "RENEWS_ON": "Renews on",
+      "CURRENCY": "Currency"
+    },
+    "CURRENCY": {
+      "SELECT": {
+        "TITLE": "Choose your billing currency",
+        "DESCRIPTION": "Select the currency you'd like to be billed in. This can't be changed once your subscription is created."
+      },
+      "OPTIONS": {
+        "USD": "US Dollar (USD)",
+        "BRL": "Brazilian Real (BRL)"
+      }
     },
     "VIEW_PRICING": "View Pricing",
     "MANAGE_SUBSCRIPTION": {
@@ -503,6 +515,7 @@
       "PURCHASE": "Purchase Credits",
       "LOADING": "Loading options...",
       "FETCH_ERROR": "Failed to load credit options. Please try again.",
+      "RETRY": "Retry",
       "PURCHASE_ERROR": "Failed to process purchase. Please try again.",
       "PURCHASE_SUCCESS": "Successfully added {credits} credits to your account",
       "CONFIRM": {
@@ -529,7 +542,7 @@
       "SSO_URL": {
         "LABEL": "SSO URL",
         "HELP": "The URL where SAML authentication requests will be sent",
-        "PLACEHOLDER": "https://your-idp.com/saml/sso"
+        "PLACEHOLDER": "https://sso.example.com/saml/sso"
       },
       "CERTIFICATE": {
         "LABEL": "Signing certificate in PEM format",
@@ -549,7 +562,7 @@
       "IDP_ENTITY_ID": {
         "LABEL": "Identity Provider Entity ID",
         "HELP": "Unique identifier for your identity provider (usually found in IdP configuration)",
-        "PLACEHOLDER": "https://your-idp.com/saml"
+        "PLACEHOLDER": "https://sso.example.com/saml"
       },
       "UPDATE_BUTTON": "Update SAML Settings",
       "API": {

app/javascript/dashboard/i18n/locale/pt_BR/settings.json

@@ -501,7 +501,7 @@
       "SSO_URL": {
         "LABEL": "SSO URL",
         "HELP": "A URL para onde as solicitações de autenticação SAML serão enviadas",
-        "PLACEHOLDER": "https://your-idp.com/saml/sso"
+        "PLACEHOLDER": "https://sso.example.com/saml/sso"
       },
       "CERTIFICATE": {
         "LABEL": "Certificado de assinatura no formato PEM",
@@ -521,7 +521,7 @@
       "IDP_ENTITY_ID": {
         "LABEL": "ID da Entidade do Provedor de Identidade",
         "HELP": "Identificador exclusivo do seu provedor de identidade (geralmente encontrado na configuração do IdP)",
-        "PLACEHOLDER": "https://seu-idp.com/saml"
+        "PLACEHOLDER": "https://sso.example.com/saml"
       },
       "UPDATE_BUTTON": "Atualizar configurações de SAML",
       "API": {

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

@@ -0,0 +1,194 @@
+<script setup>
+import { computed, ref, watch } from 'vue';
+import { useI18n } from 'vue-i18n';
+import { useRoute } from 'vue-router';
+import { FEATURE_FLAGS } from 'dashboard/featureFlags';
+import { usePolicy } from 'dashboard/composables/usePolicy';
+import CaptainAssistant from 'dashboard/api/captain/assistant';
+
+import PageLayout from 'dashboard/components-next/captain/PageLayout.vue';
+import CaptainPaywall from 'dashboard/components-next/captain/pageComponents/Paywall.vue';
+import RangeSelector from 'dashboard/components-next/captain/pageComponents/overview/RangeSelector.vue';
+import WelcomeCard from 'dashboard/components-next/captain/pageComponents/overview/WelcomeCard.vue';
+import MetricCard from 'dashboard/components-next/captain/pageComponents/overview/MetricCard.vue';
+import AssistantDrilldownDrawer from 'dashboard/components-next/captain/pageComponents/overview/AssistantDrilldownDrawer.vue';
+import KnowledgeCard from 'dashboard/components-next/captain/pageComponents/overview/KnowledgeCard.vue';
+import QuickLinks from 'dashboard/components-next/captain/pageComponents/overview/QuickLinks.vue';
+import InboxBanner from 'dashboard/components-next/captain/pageComponents/overview/InboxBanner.vue';
+import CoverageBanner from 'dashboard/components-next/captain/pageComponents/overview/CoverageBanner.vue';
+
+const { t } = useI18n();
+const route = useRoute();
+// Drilldown is admin-only; the backend policy enforces the same restriction.
+const { checkPermissions } = usePolicy();
+const canDrilldown = computed(() => checkPermissions(['administrator']));
+
+const selectedRange = ref('this_month');
+
+const assistantId = computed(() => route.params.assistantId);
+const stats = ref(null);
+
+const fetchStats = async () => {
+  try {
+    const { data } = await CaptainAssistant.getStats({
+      assistantId: assistantId.value,
+      range: selectedRange.value,
+    });
+    stats.value = data;
+  } catch {
+    stats.value = null;
+  }
+};
+
+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.
+const resolveTrendGood = (trendValue, direction) => {
+  if (direction === 'neutral' || trendValue === 0) return null;
+  return direction === 'up' ? trendValue > 0 : trendValue < 0;
+};
+
+// Trend units mirror the backend pack mode: a relative percent change ('%') for
+// :percent metrics, a percentage-point delta (' pts') for rate metrics packed as
+// :point, and a plain number for :absolute counts like conversation depth.
+const TREND_SUFFIX = { percent: '%', point: ' pts', absolute: '' };
+
+// Hours-saved is reported in hours, but large values read better as days. Past
+// 100h we switch the unit so the card stays legible.
+const formatDuration = hours =>
+  hours >= 100 ? `${Math.round(hours / 24)}d` : `${hours}h`;
+
+const metricFor = (statKey, formatValue, direction, trendKind = 'percent') => {
+  const data = stats.value?.[statKey];
+  if (!data) return { value: '—', trend: '', trendGood: null };
+
+  const sign = data.trend > 0 ? '+' : '';
+  return {
+    value: formatValue(data.current),
+    trend: `${sign}${data.trend}${TREND_SUFFIX[trendKind]}`,
+    trendGood: resolveTrendGood(data.trend, direction),
+  };
+};
+
+const metrics = computed(() => [
+  {
+    key: 'handled',
+    metric: 'conversations_handled',
+    label: t('CAPTAIN.OVERVIEW.METRICS.HANDLED.LABEL'),
+    hint: t('CAPTAIN.OVERVIEW.METRICS.HANDLED.HINT'),
+    ...metricFor('conversations_handled', v => v.toLocaleString(), 'up'),
+  },
+  {
+    key: 'autoResolution',
+    metric: 'auto_resolution_rate',
+    label: t('CAPTAIN.OVERVIEW.METRICS.AUTO_RESOLUTION.LABEL'),
+    hint: t('CAPTAIN.OVERVIEW.METRICS.AUTO_RESOLUTION.HINT'),
+    ...metricFor('auto_resolution_rate', v => `${v}%`, 'up', 'point'),
+  },
+  {
+    key: 'handoff',
+    metric: 'handoff_rate',
+    label: t('CAPTAIN.OVERVIEW.METRICS.HANDOFF.LABEL'),
+    hint: t('CAPTAIN.OVERVIEW.METRICS.HANDOFF.HINT'),
+    ...metricFor('handoff_rate', v => `${v}%`, 'down', 'point'),
+  },
+  {
+    key: 'reopen',
+    metric: 'reopen_rate',
+    label: t('CAPTAIN.OVERVIEW.METRICS.REOPEN.LABEL'),
+    hint: t('CAPTAIN.OVERVIEW.METRICS.REOPEN.HINT'),
+    ...metricFor('reopen_rate', v => `${v}%`, 'down', 'point'),
+  },
+  {
+    key: 'hoursSaved',
+    label: t('CAPTAIN.OVERVIEW.METRICS.HOURS_SAVED.LABEL'),
+    hint: t('CAPTAIN.OVERVIEW.METRICS.HOURS_SAVED.HINT'),
+    ...metricFor('hours_saved', formatDuration, 'up'),
+  },
+  {
+    key: 'depth',
+    label: t('CAPTAIN.OVERVIEW.METRICS.DEPTH.LABEL'),
+    hint: t('CAPTAIN.OVERVIEW.METRICS.DEPTH.HINT'),
+    ...metricFor(
+      'conversation_depth',
+      v => v.toFixed(1),
+      'neutral',
+      'absolute'
+    ),
+  },
+]);
+
+const drilldown = ref({ metric: '', label: '', value: '' });
+const isDrilldownOpen = ref(false);
+
+const openDrilldown = metric => {
+  drilldown.value = {
+    metric: metric.metric,
+    label: metric.label,
+    value: metric.value,
+  };
+  isDrilldownOpen.value = true;
+};
+
+const closeDrilldown = () => {
+  isDrilldownOpen.value = false;
+};
+</script>
+
+<template>
+  <PageLayout
+    :header-title="$t('CAPTAIN.OVERVIEW.HEADER')"
+    :is-empty="false"
+    :show-pagination-footer="false"
+    :show-know-more="false"
+    :feature-flag="FEATURE_FLAGS.CAPTAIN"
+  >
+    <template #headerActions>
+      <RangeSelector v-model="selectedRange" />
+    </template>
+    <template #paywall>
+      <CaptainPaywall />
+    </template>
+    <template #body>
+      <div class="flex flex-col gap-6 pb-8">
+        <InboxBanner />
+
+        <CoverageBanner :knowledge="stats?.knowledge" />
+
+        <WelcomeCard :range="selectedRange" />
+
+        <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"
+        >
+          <MetricCard
+            v-for="metric in metrics"
+            :key="metric.key"
+            :label="metric.label"
+            :value="metric.value"
+            :trend="metric.trend"
+            :hint="metric.hint"
+            :trend-good="metric.trendGood"
+            :clickable="canDrilldown && Boolean(metric.metric)"
+            @click="openDrilldown(metric)"
+          />
+        </div>
+
+        <KnowledgeCard :knowledge="stats?.knowledge" />
+
+        <QuickLinks />
+      </div>
+
+      <AssistantDrilldownDrawer
+        v-if="canDrilldown"
+        :open="isDrilldownOpen"
+        :assistant-id="assistantId"
+        :metric="drilldown.metric"
+        :metric-name="drilldown.label"
+        :metric-value="drilldown.value"
+        :range="selectedRange"
+        @close="closeDrilldown"
+      />
+    </template>
+  </PageLayout>
+</template>

app/javascript/dashboard/routes/dashboard/captain/captain.routes.js

@@ -6,6 +6,7 @@ import CaptainPageRouteView from './pages/CaptainPageRouteView.vue';
 import AssistantsIndexPage from './pages/AssistantsIndexPage.vue';
 import AssistantEmptyStateIndex from './assistants/Index.vue';
 
+import AssistantOverviewIndex from './assistants/overview/Index.vue';
 import AssistantSettingsIndex from './assistants/settings/Settings.vue';
 import AssistantInboxesIndex from './assistants/inboxes/Index.vue';
 import AssistantPlaygroundIndex from './assistants/playground/Index.vue';
@@ -36,6 +37,12 @@ const metaV2 = {
 };
 
 const assistantRoutes = [
+  {
+    path: frontendURL('accounts/:accountId/captain/:assistantId/overview'),
+    component: AssistantOverviewIndex,
+    name: 'captain_assistants_overview_index',
+    meta,
+  },
   {
     path: frontendURL('accounts/:accountId/captain/:assistantId/faqs'),
     component: ResponsesIndex,
@@ -129,7 +136,7 @@ export const routes = [
       return {
         name: 'captain_assistants_index',
         params: {
-          navigationPath: 'captain_assistants_responses_index',
+          navigationPath: 'captain_assistants_overview_index',
           ...to.params,
         },
       };

app/javascript/dashboard/routes/dashboard/captain/pages/AssistantsIndexPage.vue

@@ -53,6 +53,7 @@ const routeToLastActiveAssistant = () => {
 
   const { navigationPath } = route.params;
   const isAValidRoute = [
+    'captain_assistants_overview_index', // Overview page
     'captain_assistants_responses_index', // Faq page
     'captain_assistants_documents_index', // Document page
     'captain_assistants_scenarios_index', // Scenario page
@@ -64,7 +65,7 @@ const routeToLastActiveAssistant = () => {
 
   const navigateTo = isAValidRoute
     ? navigationPath
-    : 'captain_assistants_responses_index';
+    : 'captain_assistants_overview_index';
 
   return routeToView(navigateTo, {
     accountId: route.params.accountId,

app/javascript/dashboard/routes/dashboard/conversation/ConversationAction.vue

@@ -25,7 +25,7 @@ export default {
     },
   },
   setup() {
-    const { agentsList } = useAgentsList();
+    const { agentsList } = useAgentsList(true, { includeAgentBots: true });
     return {
       agentsList,
     };
@@ -81,18 +81,27 @@ export default {
     },
     assignedAgent: {
       get() {
-        return this.currentChat.meta.assignee;
+        const assignee = this.currentChat.meta.assignee;
+        return (
+          assignee && {
+            ...assignee,
+            assignee_type: this.currentChat.meta.assignee_type || 'User',
+          }
+        );
       },
       set(agent) {
         const agentId = agent ? agent.id : null;
+        const assigneeType = agent ? agent.assignee_type || 'User' : null;
         this.$store.dispatch('setCurrentChatAssignee', {
           conversationId: this.currentChat.id,
           assignee: agent,
+          assigneeType,
         });
         this.$store
           .dispatch('assignAgent', {
             conversationId: this.currentChat.id,
             agentId,
+            assigneeType,
           })
           .then(() => {
             useAlert(this.$t('CONVERSATION.CHANGE_AGENT'));
@@ -152,7 +161,10 @@ export default {
       if (!this.assignedAgent) {
         return true;
       }
-      if (this.assignedAgent.id !== this.currentUser.id) {
+      if (
+        this.assignedAgent.id !== this.currentUser.id ||
+        (this.assignedAgent.assignee_type || 'User') !== 'User'
+      ) {
         return true;
       }
       return false;
@@ -183,7 +195,11 @@ export default {
       this.assignedAgent = selfAssign;
     },
     onClickAssignAgent(selectedItem) {
-      if (this.assignedAgent && this.assignedAgent.id === selectedItem.id) {
+      if (
+        this.assignedAgent?.id === selectedItem.id &&
+        (this.assignedAgent?.assignee_type || 'User') ===
+          (selectedItem.assignee_type || 'User')
+      ) {
         this.assignedAgent = null;
       } else {
         this.assignedAgent = selectedItem;

app/javascript/dashboard/routes/dashboard/onboarding/inbox-setup/useChannelConfig.js

@@ -1,4 +1,5 @@
 import { useMapGetter } from 'dashboard/composables/store';
+import { IS_INSTAGRAM_WHATSAPP_INBOX_CREATION_DISABLED } from 'dashboard/constants/globals';
 
 // OAuth/SDK channels need installation-level app credentials to be usable. When
 // the credential is missing the channel is "not configured" and is hidden from
@@ -13,11 +14,14 @@ export function useChannelConfig() {
     // WhatsApp is onboarded only via Meta embedded signup, which needs both the
     // app id (not the 'none' sentinel) and the signup configuration id.
     whatsapp: () =>
+      !IS_INSTAGRAM_WHATSAPP_INBOX_CREATION_DISABLED &&
       Boolean(installationConfig.whatsappAppId) &&
       installationConfig.whatsappAppId !== 'none' &&
       Boolean(installationConfig.whatsappConfigurationId),
     facebook: () => Boolean(installationConfig.fbAppId),
-    instagram: () => Boolean(installationConfig.instagramAppId),
+    instagram: () =>
+      !IS_INSTAGRAM_WHATSAPP_INBOX_CREATION_DISABLED &&
+      Boolean(installationConfig.instagramAppId),
     tiktok: () => Boolean(installationConfig.tiktokAppId),
     gmail: () => Boolean(installationConfig.googleOAuthClientId),
     outlook: () => Boolean(globalConfig.value.azureAppId),

app/javascript/dashboard/routes/dashboard/onboarding/specs/inbox-setup/useDetectedChannels.spec.js

@@ -6,6 +6,13 @@ import { useDetectedChannels } from '../../inbox-setup/useDetectedChannels';
 
 vi.mock('vue-router');
 
+// Neutralize the temporary Instagram/WhatsApp kill switch so these specs keep
+// covering the credential-based gating it currently short-circuits.
+vi.mock('dashboard/constants/globals', async importOriginal => ({
+  ...(await importOriginal()),
+  IS_INSTAGRAM_WHATSAPP_INBOX_CREATION_DISABLED: false,
+}));
+
 // Mounts the composable against a real store and the real useAccount (only
 // useRoute and the underlying getters are faked), so a change to how useAccount
 // resolves the current account is exercised here too. The real ./constants are

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

@@ -15,6 +15,8 @@ import PurchaseCreditsModal from './components/PurchaseCreditsModal.vue';
 import BaseSettingsHeader from '../components/BaseSettingsHeader.vue';
 import SettingsLayout from '../SettingsLayout.vue';
 import ButtonV4 from 'next/button/Button.vue';
+import { getCurrencyConfig } from 'dashboard/constants/billing';
+import { useI18n } from 'vue-i18n';
 
 const router = useRouter();
 const { currentAccount, isOnChatwootCloud } = useAccount();
@@ -29,6 +31,7 @@ const {
 
 const uiFlags = useMapGetter('accounts/getUIFlags');
 const store = useStore();
+const { t } = useI18n();
 
 const BILLING_REFRESH_ATTEMPTED = 'billing_refresh_attempted';
 
@@ -36,6 +39,10 @@ const BILLING_REFRESH_ATTEMPTED = 'billing_refresh_attempted';
 const isWaitingForBilling = ref(false);
 const purchaseCreditsModalRef = ref(null);
 
+// Currency selection shown to new accounts whose locale supports a non-USD currency.
+const currencySelectionRequired = ref(false);
+const currencyOptions = ref([]);
+
 const customAttributes = computed(() => {
   return currentAccount.value.custom_attributes || {};
 });
@@ -61,6 +68,13 @@ const subscribedQuantity = computed(() => {
   return customAttributes.value.subscribed_quantity;
 });
 
+const billingCurrency = computed(() => {
+  if (!customAttributes.value.billing_currency) return '';
+  return t(
+    getCurrencyConfig(customAttributes.value.billing_currency).i18nLabelKey
+  );
+});
+
 const subscriptionRenewsOn = computed(() => {
   if (!customAttributes.value.subscription_ends_on) return '';
   const endDate = new Date(customAttributes.value.subscription_ends_on);
@@ -78,7 +92,9 @@ const hasABillingPlan = computed(() => {
 
 const fetchAccountDetails = async () => {
   if (!hasABillingPlan.value) {
-    await store.dispatch('accounts/subscription');
+    const data = await store.dispatch('accounts/subscription');
+    currencySelectionRequired.value = !!data?.currency_selection_required;
+    currencyOptions.value = data?.currency_options || [];
   }
   // Always fetch limits for billing page to show credit usage
   fetchLimits();
@@ -97,6 +113,9 @@ const handleBillingPageLogic = async () => {
   // If cloud user, fetch account details first
   await fetchAccountDetails();
 
+  // Waiting on the user to pick a billing currency — don't auto-refresh.
+  if (currencySelectionRequired.value) return;
+
   // If still no billing plan after fetch
   if (!hasABillingPlan.value) {
     // If we haven't attempted refresh yet, do it once
@@ -118,6 +137,13 @@ const handleBillingPageLogic = async () => {
   }
 };
 
+const onSelectCurrency = async code => {
+  await store.dispatch('accounts/selectBillingCurrency', code);
+  currencySelectionRequired.value = false;
+  // Currency stored and customer creation kicked off — resume the standard wait flow.
+  await handleBillingPageLogic();
+};
+
 const onClickBillingPortal = () => {
   store.dispatch('accounts/checkout');
 };
@@ -148,7 +174,9 @@ onMounted(handleBillingPageLogic);
         ? $t('BILLING_SETTINGS.NO_BILLING_USER')
         : $t('ATTRIBUTES_MGMT.LOADING')
     "
-    :no-records-found="!hasABillingPlan && !isWaitingForBilling"
+    :no-records-found="
+      !hasABillingPlan && !isWaitingForBilling && !currencySelectionRequired
+    "
     :no-records-message="$t('BILLING_SETTINGS.NO_BILLING_USER')"
   >
     <template #header>
@@ -160,7 +188,30 @@ onMounted(handleBillingPageLogic);
       />
     </template>
     <template #body>
-      <section class="grid gap-4">
+      <section v-if="currencySelectionRequired" class="grid gap-4">
+        <BillingCard
+          :title="$t('BILLING_SETTINGS.CURRENCY.SELECT.TITLE')"
+          :description="$t('BILLING_SETTINGS.CURRENCY.SELECT.DESCRIPTION')"
+        >
+          <template #action>
+            <div class="flex gap-2">
+              <ButtonV4
+                v-for="code in currencyOptions"
+                :key="code"
+                sm
+                solid
+                blue
+                :is-loading="uiFlags.isCheckoutInProcess"
+                :disabled="uiFlags.isCheckoutInProcess"
+                @click="onSelectCurrency(code)"
+              >
+                {{ $t(getCurrencyConfig(code).i18nLabelKey) }}
+              </ButtonV4>
+            </div>
+          </template>
+        </BillingCard>
+      </section>
+      <section v-else class="grid gap-4">
         <BillingCard
           :title="$t('BILLING_SETTINGS.MANAGE_SUBSCRIPTION.TITLE')"
           :description="$t('BILLING_SETTINGS.MANAGE_SUBSCRIPTION.DESCRIPTION')"
@@ -188,6 +239,11 @@ onMounted(handleBillingPageLogic);
               :label="$t('BILLING_SETTINGS.CURRENT_PLAN.RENEWS_ON')"
               :value="subscriptionRenewsOn"
             />
+            <DetailItem
+              v-if="billingCurrency"
+              :label="$t('BILLING_SETTINGS.CURRENT_PLAN.CURRENCY')"
+              :value="billingCurrency"
+            />
           </div>
         </BillingCard>
         <BillingCard

app/javascript/dashboard/routes/dashboard/settings/billing/components/CreditPackageCard.vue

@@ -1,4 +1,6 @@
 <script setup>
+import { formatCurrencyAmount } from 'dashboard/constants/billing';
+
 defineProps({
   credits: {
     type: Number,
@@ -33,11 +35,7 @@ const formatCredits = credits => {
 };
 
 const formatAmount = (amount, currency) => {
-  return new Intl.NumberFormat('en-US', {
-    style: 'currency',
-    currency: currency.toUpperCase(),
-    minimumFractionDigits: 0,
-  }).format(amount);
+  return formatCurrencyAmount(amount, currency, { minimumFractionDigits: 0 });
 };
 </script>
 

app/javascript/dashboard/routes/dashboard/settings/billing/components/PurchaseCreditsModal.vue

@@ -4,20 +4,18 @@ import { useI18n } from 'vue-i18n';
 import { useAlert } from 'dashboard/composables';
 import Dialog from 'dashboard/components-next/dialog/Dialog.vue';
 import Button from 'dashboard/components-next/button/Button.vue';
+import Spinner from 'dashboard/components-next/spinner/Spinner.vue';
 import CreditPackageCard from './CreditPackageCard.vue';
 import EnterpriseAccountAPI from 'dashboard/api/enterprise/account';
+import {
+  formatCurrencyAmount,
+  DEFAULT_BILLING_CURRENCY,
+} from 'dashboard/constants/billing';
 
-const emit = defineEmits(['close', 'success']);
+const emit = defineEmits(['success']);
 
 const { t } = useI18n();
 
-const TOPUP_OPTIONS = [
-  { credits: 1000, amount: 20.0, currency: 'usd' },
-  { credits: 2500, amount: 50.0, currency: 'usd' },
-  { credits: 6000, amount: 100.0, currency: 'usd' },
-  { credits: 12000, amount: 200.0, currency: 'usd' },
-];
-
 const POPULAR_CREDITS_AMOUNT = 6000;
 const STEP_SELECT = 'select';
 const STEP_CONFIRM = 'confirm';
@@ -27,16 +25,20 @@ const selectedCredits = ref(null);
 const isLoading = ref(false);
 const currentStep = ref(STEP_SELECT);
 
+// Topup packages come from the backend for the account's billing currency.
+const topupOptions = ref([]);
+const optionsCurrency = ref(DEFAULT_BILLING_CURRENCY);
+const isFetchingOptions = ref(false);
+const fetchError = ref(false);
+
 const selectedOption = computed(() => {
-  return TOPUP_OPTIONS.find(o => o.credits === selectedCredits.value);
+  return topupOptions.value.find(o => o.credits === selectedCredits.value);
 });
 
 const formattedAmount = computed(() => {
   if (!selectedOption.value) return '';
-  return new Intl.NumberFormat('en-US', {
-    style: 'currency',
-    currency: selectedOption.value.currency.toUpperCase(),
-  }).format(selectedOption.value.amount);
+  const { amount, currency } = selectedOption.value;
+  return formatCurrencyAmount(amount, currency || optionsCurrency.value);
 });
 
 const formattedCredits = computed(() => {
@@ -64,24 +66,44 @@ const handlePackageSelect = credits => {
   selectedCredits.value = credits;
 };
 
-const open = () => {
-  const popularOption = TOPUP_OPTIONS.find(
+const selectDefaultOption = () => {
+  const popularOption = topupOptions.value.find(
     o => o.credits === POPULAR_CREDITS_AMOUNT
   );
-  selectedCredits.value = popularOption?.credits || TOPUP_OPTIONS[0]?.credits;
+  selectedCredits.value =
+    popularOption?.credits || topupOptions.value[0]?.credits || null;
+};
+
+const fetchOptions = async () => {
+  isFetchingOptions.value = true;
+  fetchError.value = false;
+  try {
+    const { data } = await EnterpriseAccountAPI.getTopupOptions();
+    topupOptions.value = data.options ?? [];
+    optionsCurrency.value = (
+      data.currency || DEFAULT_BILLING_CURRENCY
+    ).toLowerCase();
+    selectDefaultOption();
+  } catch {
+    fetchError.value = true;
+    topupOptions.value = [];
+  } finally {
+    isFetchingOptions.value = false;
+  }
+};
+
+const open = () => {
   currentStep.value = STEP_SELECT;
   isLoading.value = false;
+  selectedCredits.value = null;
   dialogRef.value?.open();
+  fetchOptions();
 };
 
 const close = () => {
   dialogRef.value?.close();
 };
 
-const handleClose = () => {
-  emit('close');
-};
-
 const goToConfirmStep = () => {
   if (!selectedOption.value) return;
   currentStep.value = STEP_CONFIRM;
@@ -127,32 +149,58 @@ defineExpose({ open, close });
     :width="dialogWidth"
     :show-confirm-button="false"
     :show-cancel-button="false"
-    @close="handleClose"
   >
     <!-- Step 1: Select Credits Package -->
-    <template v-if="currentStep === 'select'">
-      <div class="grid grid-cols-2 gap-4">
-        <CreditPackageCard
-          v-for="option in TOPUP_OPTIONS"
-          :key="option.credits"
-          name="credit-package"
-          :credits="option.credits"
-          :amount="option.amount"
-          :currency="option.currency"
-          :is-popular="option.credits === POPULAR_CREDITS_AMOUNT"
-          :is-selected="selectedCredits === option.credits"
-          @select="handlePackageSelect(option.credits)"
+    <template v-if="currentStep === STEP_SELECT">
+      <div
+        v-if="isFetchingOptions"
+        class="flex items-center justify-center gap-2 py-10"
+      >
+        <Spinner />
+        <span class="text-sm text-n-slate-11">{{
+          $t('BILLING_SETTINGS.TOPUP.LOADING')
+        }}</span>
+      </div>
+
+      <div
+        v-else-if="fetchError"
+        class="flex flex-col items-center justify-center gap-3 py-10"
+      >
+        <p class="text-sm text-n-slate-11">
+          {{ $t('BILLING_SETTINGS.TOPUP.FETCH_ERROR') }}
+        </p>
+        <Button
+          variant="faded"
+          color="slate"
+          :label="$t('BILLING_SETTINGS.TOPUP.RETRY')"
+          @click="fetchOptions"
         />
       </div>
 
-      <div class="p-4 mt-6 rounded-lg bg-n-solid-2 border border-n-weak">
-        <p class="text-sm text-n-slate-11">
-          <span class="font-semibold text-n-slate-12">{{
-            $t('BILLING_SETTINGS.TOPUP.NOTE_TITLE')
-          }}</span>
-          {{ $t('BILLING_SETTINGS.TOPUP.NOTE_DESCRIPTION') }}
-        </p>
-      </div>
+      <template v-else>
+        <div class="grid grid-cols-2 gap-4">
+          <CreditPackageCard
+            v-for="option in topupOptions"
+            :key="option.credits"
+            name="credit-package"
+            :credits="option.credits"
+            :amount="option.amount"
+            :currency="option.currency"
+            :is-popular="option.credits === POPULAR_CREDITS_AMOUNT"
+            :is-selected="selectedCredits === option.credits"
+            @select="handlePackageSelect(option.credits)"
+          />
+        </div>
+
+        <div class="p-4 mt-6 rounded-lg bg-n-solid-2 border border-n-weak">
+          <p class="text-sm text-n-slate-11">
+            <span class="font-semibold text-n-slate-12">{{
+              $t('BILLING_SETTINGS.TOPUP.NOTE_TITLE')
+            }}</span>
+            {{ $t('BILLING_SETTINGS.TOPUP.NOTE_DESCRIPTION') }}
+          </p>
+        </div>
+      </template>
     </template>
 
     <!-- Step 2: Confirm Purchase -->
@@ -178,7 +226,7 @@ defineExpose({ open, close });
     <template #footer>
       <!-- Step 1 Footer -->
       <div
-        v-if="currentStep === 'select'"
+        v-if="currentStep === STEP_SELECT"
         class="flex items-center justify-between w-full gap-3"
       >
         <Button
@@ -192,7 +240,7 @@ defineExpose({ open, close });
           color="blue"
           :label="$t('BILLING_SETTINGS.TOPUP.PURCHASE')"
           class="w-full"
-          :disabled="!selectedCredits"
+          :disabled="!selectedCredits || isFetchingOptions || fetchError"
           @click="goToConfirmStep"
         />
       </div>

app/javascript/dashboard/routes/dashboard/settings/canned/AddCanned.vue

@@ -149,9 +149,5 @@ export default {
 
 :deep(.ProseMirror-woot-style) {
   @apply min-h-[12.5rem];
-
-  p {
-    @apply text-base;
-  }
 }
 </style>

app/javascript/dashboard/routes/dashboard/settings/canned/EditCanned.vue

@@ -153,9 +153,5 @@ export default {
 
 :deep(.ProseMirror-woot-style) {
   @apply min-h-[12.5rem];
-
-  p {
-    @apply text-base;
-  }
 }
 </style>

app/javascript/dashboard/routes/dashboard/settings/inbox/channels/Whatsapp.vue

@@ -7,6 +7,7 @@ import ThreeSixtyDialogWhatsapp from './360DialogWhatsapp.vue';
 import CloudWhatsapp from './CloudWhatsapp.vue';
 import WhatsappEmbeddedSignup from './WhatsappEmbeddedSignup.vue';
 import ChannelSelector from 'dashboard/components/ChannelSelector.vue';
+import { IS_INSTAGRAM_WHATSAPP_INBOX_CREATION_DISABLED } from 'dashboard/constants/globals';
 
 const route = useRoute();
 const router = useRouter();
@@ -23,6 +24,7 @@ const PROVIDER_TYPES = {
 
 const hasWhatsappAppId = computed(() => {
   return (
+    !IS_INSTAGRAM_WHATSAPP_INBOX_CREATION_DISABLED &&
     window.chatwootConfig?.whatsappAppId &&
     window.chatwootConfig.whatsappAppId !== 'none'
   );

app/javascript/dashboard/routes/dashboard/settings/reports/BotReports.vue

@@ -101,6 +101,9 @@ export default {
       summary-fetching-key="getBotSummaryFetchingStatus"
       :group-by="groupBy"
       :report-keys="reportKeys"
+      :from="from"
+      :to="to"
+      :business-hours="businessHours"
     />
   </div>
 </template>

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

@@ -121,6 +121,11 @@ export default {
       show-group-by
       @filter-change="onFilterChange"
     />
-    <ReportContainer :group-by="groupBy" />
+    <ReportContainer
+      :group-by="groupBy"
+      :from="from"
+      :to="to"
+      :business-hours="businessHours"
+    />
   </div>
 </template>

app/javascript/dashboard/routes/dashboard/settings/reports/ReportContainer.vue

@@ -5,16 +5,38 @@ import { GROUP_BY_FILTER, METRIC_CHART } from './constants';
 import fromUnixTime from 'date-fns/fromUnixTime';
 import format from 'date-fns/format';
 import { formatTime } from '@chatwoot/utils';
+import { useAlert } from 'dashboard/composables';
 import ChartStats from './components/ChartElements/ChartStats.vue';
 import BarChart from 'shared/components/charts/BarChart.vue';
+import ReportDrilldownDrawer from './components/ReportDrilldownDrawer.vue';
 
 export default {
-  components: { ChartStats, BarChart },
+  components: { ChartStats, BarChart, ReportDrilldownDrawer },
   props: {
     groupBy: {
       type: Object,
       default: () => ({}),
     },
+    from: {
+      type: Number,
+      default: 0,
+    },
+    to: {
+      type: Number,
+      default: 0,
+    },
+    reportType: {
+      type: String,
+      default: 'account',
+    },
+    selectedItemId: {
+      type: [String, Number],
+      default: null,
+    },
+    businessHours: {
+      type: Boolean,
+      default: false,
+    },
     accountSummaryKey: {
       type: String,
       default: 'getAccountSummary',
@@ -42,10 +64,27 @@ export default {
     );
     return { calculateTrend, isAverageMetricType };
   },
+  data() {
+    return {
+      drilldownRequest: null,
+      drilldownMetric: null,
+      drilldownIndex: null,
+    };
+  },
   computed: {
     ...mapGetters({
       accountReport: 'getAccountReports',
+      currentRole: 'getCurrentRole',
     }),
+    isAdmin() {
+      return this.currentRole === 'administrator';
+    },
+    canDrilldownPrev() {
+      return this.findDrillableIndex(this.drilldownIndex - 1, -1) !== null;
+    },
+    canDrilldownNext() {
+      return this.findDrillableIndex(this.drilldownIndex + 1, 1) !== null;
+    },
     metrics() {
       const reportKeys = Object.keys(this.reportKeys);
       const infoText = {
@@ -139,6 +178,82 @@ export default {
 
       return options;
     },
+    isDrilldownEnabled() {
+      return !!(this.from && this.to);
+    },
+    onChartElementClick(metric, event) {
+      if (!this.isDrilldownEnabled()) return;
+
+      const dataPoint = this.accountReport.data[metric.KEY]?.[event.dataIndex];
+      if (!this.canOpenDrilldown(metric, dataPoint)) return;
+      if (!this.isAdmin) {
+        useAlert(this.$t('REPORT.DRILLDOWN.ADMIN_ONLY'));
+        return;
+      }
+
+      this.openDrilldownAt(metric, event.dataIndex);
+    },
+    openDrilldownAt(metric, dataIndex) {
+      const dataPoint = this.accountReport.data[metric.KEY]?.[dataIndex];
+      if (!this.canOpenDrilldown(metric, dataPoint)) return;
+
+      const labels = this.getCollection(metric).labels || [];
+
+      this.drilldownMetric = metric;
+      this.drilldownIndex = dataIndex;
+      this.drilldownRequest = {
+        metric: metric.KEY,
+        metricName: metric.NAME,
+        bucketLabel: labels[dataIndex],
+        bucketTimestamp: dataPoint.timestamp,
+        bucketValue: dataPoint.value,
+        isAverageMetric: this.isAverageMetricType(metric.KEY),
+        from: this.from,
+        to: this.to,
+        type: this.reportType,
+        id: this.selectedItemId,
+        groupBy: this.groupBy?.period,
+        businessHours: this.businessHours,
+      };
+    },
+    navigateDrilldown(direction) {
+      const nextIndex = this.findDrillableIndex(
+        this.drilldownIndex + direction,
+        direction
+      );
+      if (nextIndex === null) return;
+
+      this.openDrilldownAt(this.drilldownMetric, nextIndex);
+    },
+    findDrillableIndex(startIndex, step) {
+      if (!this.drilldownMetric) return null;
+
+      const data = this.accountReport.data[this.drilldownMetric.KEY] || [];
+      for (
+        let index = startIndex;
+        index >= 0 && index < data.length;
+        index += step
+      ) {
+        if (this.canOpenDrilldown(this.drilldownMetric, data[index]))
+          return index;
+      }
+
+      return null;
+    },
+    canOpenDrilldown(metric, dataPoint) {
+      if (!dataPoint) return false;
+
+      if (this.isAverageMetricType(metric.KEY)) {
+        return dataPoint.count > 0;
+      }
+
+      return dataPoint.value > 0;
+    },
+    closeDrilldown() {
+      this.drilldownRequest = null;
+      this.drilldownMetric = null;
+      this.drilldownIndex = null;
+    },
   },
 };
 </script>
@@ -168,6 +283,8 @@ export default {
             v-if="accountReport.data[metric.KEY].length"
             :collection="getCollection(metric)"
             :chart-options="getChartOptions(metric)"
+            :clickable="isDrilldownEnabled()"
+            @element-click="onChartElementClick(metric, $event)"
           />
           <span v-else class="text-sm text-n-slate-10">
             {{ $t('REPORT.NO_ENOUGH_DATA') }}
@@ -176,4 +293,23 @@ export default {
       </div>
     </div>
   </div>
+  <ReportDrilldownDrawer
+    :id="drilldownRequest?.id"
+    :open="!!drilldownRequest"
+    :metric="drilldownRequest?.metric"
+    :metric-name="drilldownRequest?.metricName"
+    :bucket-label="drilldownRequest?.bucketLabel"
+    :bucket-timestamp="drilldownRequest?.bucketTimestamp"
+    :bucket-value="drilldownRequest?.bucketValue"
+    :is-average-metric="drilldownRequest?.isAverageMetric"
+    :from="drilldownRequest?.from"
+    :to="drilldownRequest?.to"
+    :type="drilldownRequest?.type"
+    :group-by="drilldownRequest?.groupBy"
+    :business-hours="drilldownRequest?.businessHours"
+    :can-prev="canDrilldownPrev"
+    :can-next="canDrilldownNext"
+    @navigate="navigateDrilldown"
+    @close="closeDrilldown"
+  />
 </template>